Analyst Bios

John E. Parks – Director of Research
John Parks joined Oppenheimer & Co. Inc. in 1989 as a senior institutional salesman covering the New York City territory. He became Head of Domestic Institutional Sales in 1995 and Head of Global Institutional Sales in 1997. In late 1999, John was asked to shift his career and become Head of Equity Research. John began his Wall Street career at the First Boston Corporation in 1983 as an investment banker and later as an institutional salesman. John holds a B.A. in economics from Princeton University and an M.B.A. in finance from Columbia University.

Erica L. Moffett – Associate Director of Research
Erica Moffett is the Associate Director of Equity Research at Oppenheimer & Co. Inc. She joined the firm in 2000 as an analyst in the travel and leisure space and subsequently covered e-Commerce companies before moving into her current position. Prior to coming to Wall Street, Erica worked at Yale University, the Rockefeller Foundation, the Philadelphia Orchestra, and Barnes & Noble in various corporate roles. She holds a B.A. in music from Rhodes College and an M.B.A. from Yale University.

Brian Abrahams, M.D. – Biotechnology
Brian Abrahams, M.D., is an Executive Director and senior analyst covering the biotechnology sector. Prior to joining the firm in 2004, he completed an internship in Internal Medicine at Beth Israel Hospital in New York. Brian received a medical degree from the Albert Einstein College of Medicine, and graduated from Yale University magna cum laude with a B.S. in molecular biophysics and biochemistry. Brian is a licensed non-practicing physician in New York State.

Joseph Altobello, CFA – Consumer Products
Joseph Altobello is an Executive Director and senior analyst at Oppenheimer covering household and personal care products suppliers. Joe has been with the firm since 2000, initially as a member of the wireline telecom services team before launching coverage of the household products and personal care group in 2002. From 1999 to 2000 he was an associate analyst at Schroders covering major domestic local and long distance telecom service providers, and subsequently moved to Salomon Smith Barney covering the oil and natural gas exploration and production sector. Joe graduated summa cum laude from Penn State University in 1995 with a B.S. in finance and a minor in economics.

Srinivas Anantha, CFA – Enhanced Data Services
Sri Anantha is senior analyst covering the enhanced data services space. He has been following the sector for the past five years, working with Tim Horan, Oppenheimer's telecommunication services senior analyst. Together, Sri and Tim are focused on understanding industry trends from a macro level and leveraging this knowledge to publish differentiated research, which has earned them a reputation for their long-term industry think pieces. Sri holds a B.S. in electronics and telecommunications engineering from Madras University and an M.B.A. from Loyola University Chicago.

Brian G. Belski – Chief Investment Strategist *
Brian is a Managing Director, Chief Investment Strategist and leader of the Investment Strategy group, providing strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy and portfolio management publications on a regular basis. In his over 19 years in the investment industry, Brian has held various strategy and research positions, most recently as the Chief US Sector Strategist at Merrill Lynch. Brian is frequently quoted in the financial press, including a stint as one of the regular monthly co-hosts of CNBC Squawk box between 2002 and 2005. In addition, he was named the most accurate strategist on Wall Street according to a 2004 poll conducted by USA Today. Brian holds a BS degree from St. Cloud State University.

*Technical research provided by Oppenheimer Asset Management, Inc., an affiliate of Oppenheimer & Co. Inc. Please see Overview for more details.

Mark Biffert – REITs/Real Estate
Mark Biffert is Executive Director and senior analyst covering the REITs/Real Estate industry. Prior to joining Oppenheimer, Mark was a senior associate analyst covering the REITs/Real estate sector at Goldman, Sachs & Co. covering a mix of Apartment, Healthcare, Diversified, Self-Storage, and Shopping Center companies. Prior to working on Wall Street, Mark has held various corporate controller positions in the specialty chemical and industrial sectors. Mark holds an MBA with an emphasis on international finance from Fordham University and a BA in Accounting and Management from Evangel University.

G. Scott Burk, CFA - Ocean Shipping
Scott Burk is an Executive Director and senior analyst covering the ocean shipping industry, focusing on the tanker, dry bulk and container leasing sectors. Before joining Oppenheimer in 2008, he covered ocean shipping at Bear Stearns for over two years. In 2008, he was recognized as the top stock picker in industrial transportation by the Wall Street Journal’s “Best on the Street” report. Previously, Scott covered oil and gas exploration and production stocks at Bear Stearns and at Frost Securities. He began his career as a petroleum engineer with Shell Oil Co. with responsibility for several large Gulf of Mexico oil and gas fields. He earned a B.S. in chemical engineering from Brigham Young University and an M.B.A. with a finance emphasis from Tulane University.

John Cusick - Master Limited Partnerships
John Cusick is a Director and senior analyst covering Master Limited Partnerships. John has been with Oppenheimer since 1999 as a member of the Energy Team, launching coverage of the MLP sector in 2005. From 1999 to 2004 he was an associate analyst following the major integrated oils, secondary oils, and refiner & marketers. John holds a B.A. in Finance from Temple University and an M.B.A. from Fordham University.

Brian Denyeau - Enterprise Infrastructure Software
Brian Denyeau is a Director and senior analyst covering the enterprise infrastructure software industry. He is focused on identifying emerging trends in the software space while also spending considerable time assessing the underlying fundamentals driving the infrastructure sector. Previously, Brian was a senior associate on Brad Reback’s enterprise software team at the predecessor firm, CIBC World Markets, covering a broad range of sectors across the entire enterprise software industry, including enterprise resource planning, supply chain management, content management, and human capital management. Prior to Oppenheimer, Brian was a member of the infrastructure software equity research group at A.G. Edwards.

Mr. Denyeau graduated with a B.S. in economics from Fairfield University.

Matthew DiFrisco - Restaurants
Matt DiFrisco is an Executive Director and Senior Analyst covering the Restaurant sector. He came to Oppenheimer in 2008 from Thomas Weisel Partners where he followed the space with a strong emphasis on mid-cap / small cap emerging growth companies. Matt began his equity research career in 1997 at Lehman Bothers and has worked at several houses such as Donaldson, Lufkin & Jenrette, SunTrust Robinson Humphrey, and Harris Nesbitt - BMO Group as he developed and prospered through the Wall Street merger wars of the last ten years.

Sam Dubinsky – Alternative Energy and Optical Components
Sam Dubinsky is a Director and senior analyst in the alternative energy and optical component groups. In alternative energy, Sam focuses primarily on U.S. and China-based solar wafer, cell, module, and system vendors. In optics, Sam focuses on datacom and telecom sub-segments of the market. Prior to joining the firm in March 2004, Mr. Dubinsky was employed in various research and client development roles at Ivy Asset Management, a leading hedge fund of funds. Mr. Dubinsky graduated magna cum laude and phi beta kappa from New York University in 2002 with a B.A. in economics.

Shaul Eyal – Communication Software/Infrastructure Software
Shaul Eyal is a Managing Director and senior analyst covering the U.S. communications and infrastructure software sectors and has quickly become one of Wall Street's leading experts on the sector. He started his equity research career in 1997 by covering Israeli technology related equities for the firm. Shaul holds an M.B.A. from Fordham University and an LL.B with honors from Oxford Brookes University. He served for five years in the Special Forces of the Israeli Defense Forces, where he held the rank of lieutenant.

Fadel Gheit – Oil & Gas
Fadel Gheit is a Managing Director and senior analyst covering the oil and gas sector. He spent six years with Mobil Oil and five years with Stone & Webster. He has been an energy analyst since 1986 with Mabon Nugent and JP Morgan and has been with Oppenheimer & Co. Inc. since 1994. He has been named to The Wall Street Journal All-Star Annual Analyst Survey four times and was the top-ranked energy analyst on the Bloomberg Annual Analyst survey for four years. He is one of the most quoted analysts on energy issues and has testified before the U.S. Senate and the U.S. House of Representatives about oil price speculation, and is a frequent guest on TV and radio business programs. Fadel holds a B.S. in chemical engineering from Cairo University and M.B.A. in Finance from New York University.

Christopher Glynn – Industrial Multi-Industry
Christopher Glynn is a senior analyst at Oppenheimer covering the Industrial Multi-Industry sector. Prior to joining the firm in 2003, Chris attended Columbia Business School and subsequently worked for two buy-side firms. Chris holds an M.B.A. from Columbia Business School, and a B.A. in English from Georgetown University. Prior to attending Columbia Business School, he taught high school science in the Boston Public Schools for seven years.

Glenn Greene, CFA – Business Services
Glenn Greene is an Executive Director and senior analyst covering the Business Services sector. Before joining the firm in 2007, Glenn was a Principal and senior analyst with ThinkEquity Partners covering Business Services since 2002. Prior to ThinkEquity, he was a senior analyst for ABN AMRO covering the IT and Business Services sector. Before arriving on Wall Street, Glenn was Director of Business Planning & Analysis at Mastercard International. He was honored as the top ranked Earnings Estimator in the IT Services industry by Forbes/Starmine for the year ended March 31, 2007. Glenn holds a B.A. in Accounting from Emory University and an M.B.A. from New York University's Stern School of Business. He also was a CPA earlier in his career.

Amit Hazan – Medical Devices
Amit Hazan is a senior equity research analyst for the medical device and diagnostic group. Prior to joining the firm in 2006, Mr. Hazan covered the medical device and diagnostic sector at SunTrust Robinson Humphrey for more than three years. He also worked as a medical device research associate at Gerard Klauer Mattison and, prior to that, was part of the Healthcare Investment Banking team at CIBC World Markets for several years. He has been quoted in The New York Times, The Wall Street Journal, Business Week, and a number of other publications. Mr. Hazan has a J.D./M.B.A. from Santa Clara University and a B.A. from the University of California at Los Angeles. Mr. Hazan has been a member of the California Bar Association since November 2000.

Jason S. Helfstein – Media & Internet
Jason Helfstein is an Executive Director and senior analyst who has covered the broadcasting and media sectors since 1997. He joined the firm in 2002, and previously, he worked at Salomon Smith Barney in the Institutional Investor ranked broadcasting and cable research group with a focus on television, radio and outdoor companies. In 2002 and 2003 he was recognized as a member of the "Next Generation: Best Up & Comers" category in the Institutional Investor poll. Mr. Helfstein began his career in equity research at Schroder Wertheim. He holds dual B.A. degrees from Syracuse University.

Bret Holley, Ph.D. – Biotechnology
Bret Holley is a Managing Director and a senior analyst leading the biotechnology equity research team. Bret joined the firm in September 2002, and has more than 13 years of scientific research experience in the biotechnology industry and at leading academic institutions. Prior to joining Oppenheimer, Bret worked for two years at Ingenuity Systems Inc. He received his B.S. in Genetics from the University of California at Berkeley and his Ph.D. from Stanford University. He has also held research positions at the University of California at Berkeley and the University of California at San Francisco.

Timothy K. Horan, CFA – Telecom Services
Tim Horan is a Managing Director and senior analyst heading the communication and cable services equity research team. He has been with the firm since 1998 and has been a communications services analyst for over 13 years. Tim researches a broad range of communications companies with a focus on data communications and the migration of the industry toward horizontal segmentation. He was chosen as a Wall Street Journal All Star Analyst in 2000, 2001 and 2002. Prior to 1998, Mr. Horan was a research analyst at Smith Barney, in a group that was ranked No.2 among wireline services teams in the 1997 Greenwich Associates Institutional Survey, and a perennial winner of the Institutional Investor analyst survey. Prior to becoming an equity analyst, Mr. Horan worked as a civil engineer on various projects in the New York area. Mr. Horan received a B.S. in civil engineering from Rutgers University and earned an M.B.A. in finance, with Beta Gamma Sigma Honors, from Columbia Business School..

Gary Hsueh, CFA – Semiconductor Capital Equipment
Gary Hsueh is the senior analyst covering the semiconductor capital equipment sector, a position he has held since joining the firm in 2005. He also has over four years in sell-side equity research in semi-cap equipment from prior stints at Morgan Stanley and Citigroup. Prior to his move to the sell-side, Gary spent over six years at Applied Materials, with his time equally divided between engineering and marketing. Gary holds a B.S. in chemical engineering from the University of California, Berkeley, a M.S. in chemical engineering from the University of California, Santa Barbara, and CFA designation. His education, combined with his CFA and industry contacts gives him a unique ability to spot emerging trends and make anticipatory calls.

David B. Katz – Gaming & Lodging
David Katz is Executive Director and senior equity analyst following the lodging and gaming industries, building on his earlier coverage of the gaming sector at the firm. Prior to joining Oppenheimer, David was a consultant in the strategy practice of Kurt Salmon Associates, a global management and strategic planning consulting firm in New York that specializes in consumer products businesses. From 1990 to 2000, he was co-founder, owner and operator of a textile-manufacturing firm based in New York. David has an M.B.A. from Columbia Business School and a B.S. in finance from Lehigh University.

Paul Keung – Internet
Paul Keung is an Executive Director and Senior Internet Analyst at Oppenheimer, building on his earlier coverage at CIBC World Markets. Paul has covered multiple sectors in the past including Travel & Leisure. Prior to joining CIBC, Paul was a Senior Vice President at Wyndham Hotels & Resorts, where he contributed to a $3.5 billion recapitalization and financial restructuring. He has held various positions at Deutsche Morgan Grenfell, PaineWebber, Salomon Brothers and HVS International. Mr. Keung holds a BS from Cornell University and an MS from New York University.

Ittai Kidron – Wireless Technology and Networking & Data Infrastructure
Ittai Kidron is an Executive Director covering the Wireless Technology, Data and Networking Infrastructure sectors. Ittai joined the firm in 2001 from Bear Stearns where he worked as an investment banker covering the telecom industry. Prior to Bear Stearns, he worked at KPMG for years as an auditor. Ittai holds an M.B.A. with Highest Honors from the University of Chicago and a B.A. in accounting and economics with Honors from the Tel Aviv University in Israel. He served for three years in the Israeli Defense Forces as a senior investigator in the Military Police.

Katherine Lu – China Healthcare
Katherine Lu is a Director covering the China healthcare sector. She has been following the sector since 2007 and is one of the most experienced China healthcare analysts on the Street. Her research focuses on identifying industry trends and providing proprietary data points, leveraging her broad healthcare industry experience. Katherine joined the firm in the Specialty Pharmaceuticals equity research group in 2006. Prior to that, she was an associate analyst in the Medical Devices and Technology equity research team at Cowen, following large-cap cardiovascular, orthopedics and hospital supplier companies. Prior to Wall Street, Katherine gained six years pharmaceutical industry experience at Roche and Johnson & Johnson and was a healthcare management consultant at Bogart Delafield Ferrier. Ms. Lu graduated sum cum laude from Nanjing University with a B.S. in Chemistry. She earned her M.S. from Iowa State University and her M.B.A. in finance and accounting, with Beta Gamma Sigma Honor, from the Stern School of Business at New York University.

Carl McDonald, CFA – Managed Care
Carl McDonald is a Managing Director and senior analyst covering the managed care industry. Prior to joining the firm in 2005, Carl worked at Morgan Stanley and was employed at Banc of America Securities and Credit Suisse First Boston following the same sector. Carl was named the #3 analyst in the managed care sector in Alpha Magazine’s ranking of top analysysts by hedge funds in 2007, and was honored as the Up and Coming Managed Care analyst in Institutional Investor's 2005 and 2006 All America Research survey. He was also selected as as the #2 earnings estimator in the country by Forbes/Starmine in 2006, along with being selected as the #1 Earnings Estimator in the Health Care Providers & Services industry. Carl holds a B.A. in economics and a B.A. in American studies from Brandeis University.

Terry J. McEvoy, CFA - Regional Banks
Terry McEvoy is an Executive Director and senior analyst covering the regional banking sector. He provides research coverage of 25 banks and thrifts located across the country with a primary focus on those operating in the Midwest, Texas, Florida and Las Vegas and with market capitalizations ranging from under $100 million to $5 billion. He was named the #3 Earnings Estimator in the Commercial Banking industry by Financial Times/Starmine in 2008. Prior to coming to Oppenheimer in November 2001, Terry spent five years as a Bank Analyst at Tucker Anthony Capital Markets. Terry was one of the founding members/ Board of Directors of the CFA Society of Maine.

Brian W. Nagel, CFA – Hardlines and Broadlines
Brian W. Nagel is senior analyst covering the Hardlines and Broadlines Retail sectors. Brian joined the firm in 2009 and comes to us from UBS Securities where he was senior analyst covering the U.S. Hardlines Retail sector since 2005. In 2008, Brian was ranked #5 in Hardlines Retail in the annual Institutional Investor Poll as well as being named 2008 Best Up & Comer in the category. Prior to joining UBS in 2003, Brian was part of the Hardlines team at Credit Suisse beginning in 2000. Brian also worked as an associate analyst at A.G. Edwards & Sons. He holds a B.S.B.A. from Creighton University.

Michael Nannizzi – Insurance
Michael Nannizzi is an Executive Director and senior analyst covering the insurance sector. Mr. Nannizzi joined Oppenheimer in 2008 from Bear Stearns where he began his Wall Street research career on the specialty finance team, focusing primarily on the mortgage finance sector. Subsequently, he was appointed Bear Stearns' senior life insurance analyst. Mr. Nannizzi previously worked at Macromarkets, a niche company founded by Yale economist Robert Shiller to facilitate the creation of markets for difficult-to-isolate risks, like exposure to home prices. Mr. Nannizzi began his career as an auditor for Ernst & Young and holds the CPA designation. Mr. Nannizzi graduated from Marquette University with a B.S. in Accounting/Spanish Literature and holds an M.B.A. from NYU's Stern School of Business.

John Newman, Ph.D. – Specialty Pharmaceuticals
John Newman joined Oppenheimer in June 2008 as the Senior Specialty Pharmaceuticals Analyst. Prior to joining Oppenheimer, he was an associate analyst at Merrill Lynch on a top-ranked biotechnology team concentrating on oncology-focused names. John completed coursework in business during his postdoctoral fellowship at University of Wisconsin-Madison in Biochemistry. He received his Ph.D. from Howard Hughes Medical Institute at the University of Maryland, and B.S. in Chemistry from Loyola University in Chicago.

Brad Reback, CFA – Enterprise Software
Brad Reback is a Managing Director and senior analyst who has been with the firm for 15 years. Since 1999 he has been covering application software companies, and current sectors under coverage include enterprise resource planning, customer relationship management, content management, human capital management and supply chain management. Prior to joining the enterprise and eBusiness software group, Brad spent his first five years at the firm covering certain industrial sectors. Brad earned a B.A. from Cornell University.

Yair Reiner – Applied Technology
Yair Reiner is Oppenheimer's senior analyst for Applied Technology. Yair's coverage list reflects a foodchain approach to GPS and consumer electronics companies; the core names in his group include Garmin, Trimble, Apple, Synaptics, Cree, andOmnivision. As an analyst, Yair takes a bottom up approach, leveraging his deep industry ties to identify important emerging trends, get ahead of the quarter, and make the informed long-term calls. Yair began his equity research career in 2004 at CIBC World Markets as part of Shaul Eyal's Communication Software and Israeli Technology team. Yair earned his MBA from the NYU Stern School of Business and an MS in comparative literature from U.C.L.A. Prior to embarking on his Wall Street career, he was an editor, writer and radio producer. In 2002, he won a Peabody Award for excellence in journalism as co-producer of a National Public Radio series.

Charles Rhyee – Healthcare Technology & Distribution
Charles Rhyee joined Oppenheimer in November 2006 as its senior analyst in Healthcare Technology and Distribution. With over ten years of equity research experience, Charles is one of the few analysts who have a keen understanding of the broad healthcare services universe from distributors to PBMs to HCIT and to hospitals. He brings a macro-level approach to his franchise to identify emerging trends and also employs a data-driven model which includes deep analysis of market data and the use of proprietary survey work. Charles began his equity research career at Smith Barney working with Glen Santangelo, and subsequently moved to Credit Suisse where he followed the Healthcare Facilities sector in addition to the Healthcare Technology and Distribution space.

Kristoph J. Rollenhagen - Closed-End and Exchange-Traded Funds
Kris Rollenhagen joined Oppenheimer in 2007 with a wealth of knowledge and experience in closed-end fund and ETF research and is an Executive Director and Senior Analyst covering closed-end funds and ETFs. Prior to Oppenheimer, he spent nine years at Prudential Equity Group, most recently as Director of Closed-End Fund & Exchange-Traded Fund Research. His fund-specific analysis overlaid with a macro perspective brings a strong valued-added component to produce a differentiated product for Oppenheimer. Prior to Prudential, Kris was VP and manager of financial services and initiated the REIT research effort at Gruntal & Co.

Robert Samuels – Specialty Retail
Robert Samuels is an Executive Director and senior specialty retail analyst. He was most recently Vice President and senior analyst covering the apparel, footwear, and sporting goods sector for JPMorgan, and also a member of JPMorgan’s #1 II-ranked specialty retail team. Prior to JPMorgan, Rob was at Bear Stearns and a member of that firm’s top-ranked Specialty Retail team. Rob began his equity research career in 1999 at Banc of America Securities covering the insurance sector. He holds a B.A. in Economics from Tufts University and an M.B.A. from the Stern School of Business at New York University.

Richard E. Schafer – Semiconductors
Rick Schafer is a Managing Director and senior analyst and leads the firm's semiconductor franchise. Prior to joining the firm in 1997, he worked as a financial analyst and market researcher for Eurofon, Inc. & Co. KG Germany, a subsidiary of wireless test and measurement equipment manufacturer LCC, L.L.C. Rick received an international M.B.A. from the University of South Carolina and holds B.S. degrees in Finance and Multinational Business from Florida State University.

Scott A. Schneeberger, CFA – Business Services
Scott Schneeberger is an Executive Director and senior analyst covering Business Services. He currently covers over 20 stocks across five primary Business Services sub-sectors: Rental Services, Route Services, Tax Services, Document Services and Professional Services. Prior to joining Oppenheimer in 2005, Scott was an equity research analyst for five years at Lehman Brothers. From 2001-2003, he was an associate on Lehman Brothers’ Institutional Investor-ranked Environmental Services team. Subsequently, he was promoted to Vice President and Senior Analyst on the business services team.

Shelby G. Tucker, CFA – Utilities & Independent Power Producers
Shelby Tucker is a Managing Director and senior analyst covering the Utilities & Independent Power Producers. Prior to joining the firm, Shelby was Managing Director & Senior Equity Research Analyst in Electric Utilities & Independent Power Producers at Banc of America, and led a team covering 28 electric utilities and independent power producers. During his 10-year tenure at Banc of America, he was consistently ranked in the top of Institutional Investor’s annual rankings and was a recognized thought leader in the Energy & Power sector. He also served as Energy Sector Head responsible for coordinating and leading the global Energy research team. Prior to Banc of America, Shelby held research positions at Citicorp (VP, Global Power Fixed Income Research from 1997-1998); UBS Securities (Analyst, Utility Fixed Income from 1996-1997); and Moody’s Investor Service (Associate Analyst for Energy Research from 1993-1996). Shelby holds a B.A. in Computer Science from Brown University and an M.B.A. from Georgetown University in Washington, D.C.

Myles Walton – Aerospace/Defence
Myles Walton is the senior aerospace/defense analyst and has been with the firm since 2004. Previously, he worked at Morgan Stanley as an associate, also covering the aerospace/defense sector. He is a co-author of the 2002 book, Lean Enterprise Value: Insights from MIT's Lean Aerospace Institute, as well as a number of conference papers and journal articles on topics ranging from finance to satellite design to lean manufacturing. His Ph.D. and M.S. from the Massachusetts Institute of Technology were both in the field of Aerospace Engineering. His Ph.D. work, sponsored by the National Reconnaissance Office, addressed managing uncertainty in the conceptual design of space systems and his M.S. work, supported by the Lean Aerospace Initiative, was focused on systems engineering best practices in the aerospace industry. He has worked for Northrop Grumman (heritage TRW) as a member of the flight operations team on NASA's Chandra Space Telescope. He did his undergraduate work in mechanical engineering at Worcester Polytechnic Institute.

Michael Wiederhorn – Healthcare Providers
Michael Wiederhorn is an Executive Director covering Healthcare Providers. His coverage focuses on nursing homes, hospitals, home health, hospice, respiratory therapy, and related healthcare services. He has over twelve years of experience in healthcare consulting and research. Prior to entering equity research in 1999, Michael was a management consultant at Ernst and Young, serving the healthcare industry. He has a Masters in Health Policy and Management from Harvard University and B.A. in American History from the University of Pennsylvania.

Carter Braxton Worth - Chief Market Technician*
Carter Worth's work is based on the principles of "collective wisdom" and behavioral science, with particular emphasis on trend recognition, capital flows and price action. As the Chief Market Technician, he publishes periodic industry and sector reports, as well as daily market comments. Before joining Oppenheimer, Carter was the Chief Market Strategist for Ehrenkrantz King Nussbaum. Prior to that he was the founder of Fulcrum Enterprises, which specialized in investment advisory, portfolio strategy and overall asset allocation and stock market analysis. Carter's work in technical analysis began at Donaldson, Lufkin & Jenrette where, as a portfolio strategist, he focused on top-down market analysis with due diligence in all areas of asset allocation, market timing, sector rotation, industry weightings, stock selection and risk management.

*Technical research provided by Oppenheimer Asset Management, Inc., an affiliate of Oppenheimer & Co. Inc. Please see Overview for more details.

Edward H. Yang – Chemicals
Edward H. Yang is an Executive Director and senior research analyst covering the U.S. basic and specialty chemicals industry.  In 2009, he was ranked the #1 U.S. Chemicals stock picker by the Financial Times, and #4 “Best on the Street” by the Wall Street Journal.  Prior to joining the firm in 2001, Ed was a research analyst at Goldman Sachs covering the consumer products sector as part of the #1 ranked team in the Institutional Investor survey. Prior to Goldman, he covered telecom stocks at Donaldson, Lufkin, & Jenrette, in the group ranked runner up in the Institutional Investor survey. Ed graduated cum laude and as a University Scholar from the Wharton School at the University of Pennsylvania with a B.S. in finance and accounting.

Ian A. Zaffino – Special Situations/Generalist
Ian Zaffino, Managing Director and senior analyst, is responsible for the research coverage of event-driven special situations, including restructurings, post-bankruptcy equities and spinoffs. Ian came to Oppenheimer from Israel Englander Research where, as a special situations/generalist, he focused heavily on technology, telecom and consumer products. Prior to that, he spent four years at Credit Suisse First Boston where he had primary coverage of the wireless infrastructure and outsourcing industry and provided secondary coverage of traditional broadcasters. Ian also spent some time on the buy side with Drake Capital Advisors. Prior to Wall Street, Ian was a climate control engineer for Ford Motor Company. Ian graduated from the University of Michigan with a B.S. in Mechanical Engineering. He has an M.S. in Industrial and Financial Engineering from Columbia and an M.B.A. from New York University's Stern School of Business.