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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 20 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.

*Investment Strategy provided by Oppenheimer Asset Management, Inc., an affiliate of Oppenheimer & Co. Inc.

G. Scott Burk, CFA - Ocean Shipping & Oil Services
Scott Burk is an Executive Director and senior analyst covering the ocean shipping and oil service industries. Before joining Oppenheimer in 2008, he covered ocean shipping at Bear Stearns where he was recognized as the top stock picker in industrial transportation for 2007 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.

Jairo Chung - Utilities & Independent Power Producers
Jairo Chung is a Director and senior analyst covering small and mid-cap electric utilities as well as demand-side management companies. Prior to joining Oppenheimer & Co. Inc. in April 2009, Jairo was an associate analyst at Banc of America Securities on the electric utilities and independent power producers research team for about five years. Jairo began her career at Public Service Enterprise Group, a gas and electric utility in New Jersey, as a management associate. During her five-year tenure at PSEG, she worked in areas such as Risk Management, Corporate Planning and Investor Relations. She holds a Bachelor of Science in International Business with Economics and German from the College of New Jersey and an M.B.A from the Stern School of Business at New York University.

Bernie Colson, CFA - MLPs
Bernie Colson is Executive Director and Senior Analyst for MLPs. Bernie came to Oppenheimer in 2010 from Tortoise Capital Advisors where he was involved in portfolio management and investment analysis of MLPs and utilities. While there he also spearheaded the portfolio team effort to launch the Tortoise Power & Energy Infrastructure Fund. Prior to Tortoise Capital, he was an investment analyst at Waddell & Reed where he covered the power and utility industry and the U.S. Media sector. Prior to Waddell & Reed, Bernie was an Assistant Vice President at Citigroup Asset Management where he covered the North American electric and gas utilities and was a member of the Large Cap Core portfolio management team. He holds a B.A. in Sociology from Yale University and an M.B.A. from the University of Michigan Business School.

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 Brothers 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.

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 Oppenheimer in June 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 Starmine for the years ended March 31, 2007 and March 31, 2009. Glenn holds a B.A. in Accounting from Emory University and an MBA from New York University's Stern School of Business. He also is a Chartered Financial Analyst and was a CPA earlier in his career.

Jason S. Helfstein - Media & Internet
Jason Helfstein is an Executive Director and Senior Internet Analyst, covering the Consumer Internet, eCommerce, Display/Search/Vertical Lead Generation and Digital Media verticals. Jason has been with the firm since 2002, previously covering Media and Advertising before moving into the Internet space. Prior to Oppenheimer, he worked at Salomon Smith Barney on the Institutional Investor ranked broadcasting and cable research group. He is a top analyst according to the Wall Street Journal's annual 2010 poll, and received similar recognition by Forbes magazine in 2009. He began his career in equity research at Schroder Wertheim. He holds dual B.A. degrees from Syracuse University.

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.

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.

Gary Hsueh, CFA - Semiconductor Capital Equipment & Solar Technology
Gary Hsueh is an Executive Director and senior analyst covering the semiconductor capital equipment and solar technology sectors, 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.

Ella Ji - China Education & Real Estate
Ella Ji is a Director and senior analyst covering the China Education and Real Estate companies. She has nearly ten years of work experience within China & the U.S. in equity research and financial due diligence. Ella joined Oppenheimer in 2006 as a research associate on its Business Services team, covering the sub-sectors of China education services, U.S. education services, tax services, route-based services, and consulting services. Prior to Oppenheimer, she was an audit manager at KPMG's New York office and a senior associate at PricewaterhouseCoopers in Shanghai. Ella holds a B.A. in Economics from Fudan University and an M.S. in Finance from Boston College.

Ed Keller - Aerospace & Defense
Ed Keller is senior analyst covering the Aerospace & Defense sectors. He was a founding member of the firm’s Aerospace and Defense team in 2004 and was named senior analyst in 2010. In addition to his research experience at Oppenheimer, Ed brings over 15 years of industry and military experience to his work. Prior to Oppenheimer, Ed worked at Raytheon as a financial analyst in the Office of the CEO. He has also worked at PPG Industries (work through which he holds one patent) and at Corning. Additionally, Ed served for seven years in the U.S. Army, mostly with the 24th Infantry Division and since re-designated the 3rd Infantry. He holds a B.S. in Engineering Physics from the United States Military Academy at West Point and an M.B.A. from the MIT Sloan School of Management.

Paul Keung - China
Paul Keung is a Managing Director and Head of Oppenheimer's China Research. Paul's overseas a team of analysts focused on covering emerging growth companies in China across various sectors including Technology, Internet, Telecom, Alternative Energy, Health Care, Consumer, Education and Real Estate. Prior to joining the firm, Paul was Vice President of Finance and CIO at Wyndham Hotels & Resorts, where he help complete a $3.5 billion recapitalization and financial restructuring. He has also held equity research, investment banking and financial analyst positions at Deutsche Morgan Grenfell, PaineWebber, Salomon Brothers and HVS International. Mr. Keung holds a B.S. from Cornell University and an M.S. from New York University.

Ittai Kidron - Wireless Technology and Networking & Data Infrastructure
Ittai Kidron is a Managing 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.

Chris Kotowski - Large Cap Banks & Brokers
Chris Kotowski is Managing Director and Senior Research Analyst covering the Large Cap Banks & Brokers, a position he has held twice at the firm: currently since 2009, and previously from 1987-1995. Chris originally joined Oppenheimer in 1985 as a research associate in the banks franchise and was promoted to Senior Bank Analyst two years later. Over the next nine years, he led a team of four in covering over 45 stocks supporting both large cap institutional efforts and the firm’s small cap franchise. During this time, he was often represented in Institutional Investor’s annual rankings and was consistently ranked among the firm’s top analysts. He served as Associate Director of Research and then as Director of Research at Oppenheimer and CIBC World Markets. In 2004, Chris joined Leerink Swann & Co. where he served as Director of Research and Head of Institutional Equities. In 2009, he returned to his roots, re-joining Oppenheimer as Senior Analyst covering the Large Cap Banks & Brokers.

Steven M. Lichtman Medical Devices
Steven Lichtman is Managing Director and Senior Analyst for Medical Devices. Steve joined Oppenheimer in 2010 from JMP Securities where he was Senior Analyst for Medical Devices. Prior to JMP, Steve was Senior Analyst for Medical Devices at Banc of America Securities, where he was focused on several medical device sectors, most notably orthopedics/spine. In 2007, he ranked in the top five for his orthopedics coverage in the Greenwich analyst survey. Prior to Banc of America, Steve was the Senior Associate on leading Medical Devices teams at Credit Suisse First Boston and Schroder & Company, Inc. Steve received a B.A. from Duke University in Economics & Public Policy Studies and an M.B.A. from New York University’s Stern School of Business.

Katherine Lu China Healthcare
Katherine Lu is an Executive 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.

Terry J. McEvoy, CFA - Regional Banks
Terry McEvoy is a Managing 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. Mike joined Oppenheimer in 2008, focusing on P&C insurance, and in his first full year covering the sector he was honored as the Best Up & Comer Insurance analyst in Institutional Investor's 2009 All-America Research Survey. Prior to being named Bear Stearns senior life insurance analyst in 2008, Mike's coverage focused primarily on specialty finance and mortgage finance companies. Before coming to Wall Street, Mike worked at Macromarkets, a niche company founded by Yale economist Robert Shiller. Mike 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 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 University of Maryland, and B.S. in Chemistry from Loyola University in Chicago.

Pam Quintiliano - Specialty Retail
Pamela Quintiliano is Executive Director and Senior Analyst for the Specialty Retail. Pam has extensive experience covering Consumer & Specialty Retail, most recently at Auriga Securities where she was the Senior Specialty Retail Analyst. Prior to Auriga, Pam worked at Deutsche Asset Management covering the Consumer Discretionary and Staples sectors for the micro-, small-, and mid-cap long-only growth funds. Before Deutsche, Pam was also Senior Analyst for Specialty Retail at WR Hambrecht & Co and Fulcrum Global Partners. She began her Wall Street career as an associate in Specialty Retail at BMO Capital Markets (formerly Gerard Klauer Mattison) and also at Schroders. Prior to Wall Street, Pam was an associate at Coopers & Lybrand LLC. Pam holds an A.B. in Psychology and Sociology from Bowdoin College. Pam’s differentiated psychology/sociology background enables her to apply the nuances of consumer behavior to stock-specific drivers while her buyside experience has honed her ability to identify catalyst driven entry and exit points.

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 Executive Director and 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 is Executive Director and senior research analyst covering Healthcare Technology and Distribution, a position he has held since joining the firm in 2006. 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.

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 the business services sector. He joined the firm in 2006 and covers over 20 stocks across five diverse business services sub-sectors: Consulting Services, Education Services, Tax Services, Route Services, and Rental Services. Prior to joining Oppenheimer, Scott was a Vice President and senior analyst at Lehman Brothers, where he covered industrial services and business services from 2001-2006.

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.

Michael Wiederhorn - Healthcare Providers
Michael Wiederhorn is a Managing 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 is Managing Director and Chief Market Technician for Oppenheimer. His work is highly sought after and 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.

Andy Yeung, CFA - China - Industrials and Applied Technology
Andy Yeung is a Director and senior analyst covering China companies in the Industrials & Applied Technology sectors. Prior to joining the firm, Andy was a research analyst at Thomas Weisel on an Applied Technologies & Industrial Growth team. Before joining Weisel, he worked at Wells Fargo in the Consumer Deposit Group as well as at Mitchell Madison, both for the consulting firm and for Silver Oak Partners. Andy began his career at Fair Isaac Corporation in the credit risk management department. Andy holds a B.A. in Applied Mathematics and a B.S. in Mechanical Engineering from the University of California at Berkeley. He received his M.B.A. from Yale University.

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.