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Analyst Bios
John
E. Parks – Director of Research
With the acquisition of CIBC's U.S. Capital Markets business
by Oppenheimer & Co. Inc., John continues to run the Equity
Research Department as he did under CIBC. John joined the
"old" Oppenheimer 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 1999, after Canadian Imperial Bank of Commerce acquired
the firm. John began his Wall Street career as an investment
banker and later as an institutional salesman at the First
Boston Corporation from 1982 to 1989. John holds a BA in economics
from Princeton University and an MBA in finance from Columbia
University.
Erica
L. Moffett – Associate Director of Research
Erica Moffett is the Associate Director of Equity Research
at Oppenheimer. She joined the firm’s predecessor (CIBC World
Markets) in 2000 as an analyst in the travel and leisure space
and subsequently covered e-Commerce companies prior to moving
into her current position. Prior to Oppenheimer, Erica worked
at several major non-profit institutions in operations and
communications. She holds a BA in Music from Rhodes College
and an MBA from Yale University.
Brian
Abrahams – Biotechnology
Brian Abrahams, M.D. is a medical doctor by training. Previously,
he had been at CIBC for several years working with Brian Lian
as senior analysts on the biotech team covering about 40 large-,
mid-, and small-cap companies the same team that continues
today at Oppenheimer. Although each covers different names,
the team works very closely together because of the overlap
in the universe, and all bring something different to the
platform. Brian Abrahams brings clinical experience; Bret
Holley has a Ph.D. in molecular genetics; and Brian Lian has
a chemistry Ph.D. and worked for several years in industry.
Joseph
Altobello, CFA – Consumer Products
Joseph Altobello is an Executive Director and senior analyst
at Oppenheimer covering household and personal care products
suppliers. Prior to his current coverage, he was a member
of CIBC World Markets wireline telecom services research team,
covering competitive and rural local exchange carriers. Before
joining CIBC World Markets in early 2000, he was an associate
at Schroders, covering major domestic local and long distance
telecom service providers. From 1996 to 1999, he worked at
Salomon Smith Barney, covering the oil and natural gas exploration
and production sector. He graduated summa cum laude
from Penn State University in 1995 with a BS in finance and
a minor in economics.
Srinivas
Anantha, CFA – Telecom & Cable Services
Sri has been following the sector for the past five years
when he started at CIBC World Markets. He holds an undergraduate
degree in Electronics and Telecommunications Engineering,
which is greatly helpful in understanding the ongoing transformation
in the telecom industry. He also has an MBA. During the past
three years, Sri has been working with Tim Horan, one of the
well-respected Telecommunication Services analysts on Wall
Street. Tim is one of the few analysts today who has been
covering the telecom sector for nearly a decade. From a coverage
perspective, Sri has been helping Tim both on the large and
mid/small cap telecom companies. They have good relationships
with the large cap managements that help them to better understand
the industry trends from a macro level. Importantly, they
are able to leverage this knowledge to publish differentiated
research on their focus mid and small cap names. They are
best known for their long-term industry think pieces and their
Daily Datatimes publication.
John
Cusick - Pipelines
John, who has been with OPCO since July 1999, leads the firm’s
coverage of MLP Pipeline companies. As a member of the Energy
Team, he followed the major integrated oils, secondaries,
and refiner & marketers. John received his M.B.A. from
Fordham University.
Karen
David-Green - Oil Services and Equipment
Karen is a senior analyst with extensive experience following
oilfield service companies, contract drillers, offshore transportation,
engineering, construction, fabrication and equipment &
services companies. For a short period, she was also a fixed
income research analyst following the Chemicals industry on
the buy side at American General Corporation. Immediately
prior to joining Oppenheimer, Karen was with Calyon Securities,
USA. She was also at the Royal Bank of Canada Dominion Securities
and Jefferies & Company.
Kevin
DeGeeter - Biotechnology
Here at Oppenheimer, Kevin DeGeeter is focused on early stage,
primarily microcap biotechnology companies. Kevin’s Wall Street
experience has been in small cap biotech and specialty pharmaceuticals.
Before coming to Oppenheimer, he followed these sectors for
H.C. Wainwright. Previously, Kevin worked as a senior healthcare
writer and later, as editor for FierceBiotech, a
daily biotechnology newsletter.
Matthew
DiFrisco - Restaurants
Matt is an Executive Director and Senior Analyst who covers
the Restaurant sector for Oppenheimer. He came 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 10 years.
Sam
Dubinsky – Optical Components
Sam Dubinsky is a Director and Senior Analyst at Oppenheimer
in the optical component and semiconductor group. He has broad
experience covering diversified semiconductor companies, PC
and storage chip suppliers, communication IC and optical component
companies which he previously covered at CIBC World Markets.
Prior to joining CIBC in March 2004, Sam 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 BA in Economics.
Shaul
Eyal – Communication Software/Infrastructure
Software
Shaul Eyal is a Managing Director and senior analyst covering
the US 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 Oppenheimer
& Co. Shaul holds an MBA 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.
Balaji
Gandhi – Healthcare Services
Balaji is a senior analyst with seven years of sell-side equity
research experience focusing exclusively on heathcare providers.
His coverage has included hospitals, nursing homes, dialysis,
home care, laboratories, rehabilitation, surgery centers and
imaging. With a Master of Health Services Administration from
The George Washington University, Balaji possesses a keen
understanding of the impact of changing Public Policy on his
sector. Balaji received honorable mention by Institutional
Investor rankings of U.S. healthcare facilities analysts in
2002, 2003 and 2004 and came to Oppenheimer from Pacific Growth
Equities, LLC. Prior to that he was at Deutsche Bank Securities
and Volpe Brown Whelan and Company.
Fadel
Gheit – Oil & Gas
Extensive equity research experience as well as energy industry
project management, planning and management consulting. Industry
experience included six years in engineering with Mobil Oil
and five years in energy consulting with Stone & Webster.
More than 20 years in energy research with Mabon Nugent and
JP Morgan and the last 13 years with Oppenheimer & Co.
Inc. 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 the last
four years. One of the most quoted analysts on energy issues
by the press and is a frequent guest on TV and radio business
programs. Holds a BS in Chemical Engineering from Cairo University
and MBA 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. Previously, Chris started
his sell-side career at CIBC World Markets in November 2003.
Prior to joining CIBC, Chris attended Columbia Business School,
and 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.
Joseph
A. Gomes, Jr., CFA – Agricultural and Biofuels
Joseph Gomes is a senior analyst at Oppenheimer covering the
Agricultural and Biofuels sectors. With the majority of Joe’s
career spent as a Special Situations Generalist. Joe has extensive
experience covering a broad range of companies across multiple
industries. Immediately prior to joining Oppenheimer, Joe
worked at McGinn Smith & Co. following a broad range of small
cap companies. Joe also worked for sell side boutiques C.L.
King & Associates and Wm. Smith & Co. He holds a BS in Agricultural
Economics from Cornell University and an MBA, with honors,
from Pace University.
Glenn
Greene, CFA – Business Services
Glenn Greene is an Executive Director and senior analyst at
Oppenheimer covering the Business Services sector. Previously
he covered the same universe of stocks at CIBC. Before joining
CIBC World Markets 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 Forbes/Starmine for the year ended
March 31, 2007. Glenn holds a B.A. in Accounting from Emory
University and an MBA 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 at Oppenheimer
for the medical device and diagnostic group, having earlier
joined CIBC World Markets in 2006. Prior to joining CIBC,
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 a couple
of 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 analyst at Oppenheimer
who has covered the broadcasting and media sectors since 1997.
He joined CIBC World Markets in 2002 while earlier 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 BA degrees from Syracuse University.
Bret
Holley, Ph.D. – Biotechnology
Dr. Holley came to Oppenheimer after having joined the CIBC
biotechnology research group in September 2002. He has 13
years of research and work experience in industry and academic
settings. Prior to joining CIBC, Dr. Holley spent two years
at Ingenuity Systems Inc. Bret 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 heads
the communication and cable services equity research team.
Prior to Oppenheimer he was with CIBC World Markets since
1998 and has been a communications services analyst for 13
years. Mr. Horan 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 BS in Civil Engineering from
Rutgers University and earned an MBA 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 at Oppenheimer. Previously, Gary
was at CIBC World Markets from November 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, his time equally divided between engineering and
marketing. He maintains an extensive list of contacts. 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 B. Katz Director and senior equity analyst follows the
Lodging and Gaming industries for Oppenheimer building on
his earlier coverage at CIBC World Markets. From 2000 through
2001, he 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 MBA 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 at Oppenheimer’s research
department covering the Wireless Technology, Data and Networking
Infrastructure sectors. Earlier, Mr. Kidron joined CIBC World
Markets in 2001, from Bear Stearns where he worked as an investment
banker for 2.5 years covering the Telecom industry. Previously,
Mr. Kidron also worked at KPMG for 2 years as an auditor.
Mr. Kidron holds an MBA 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.
Vivian
Ma – Hardlines Retailing
Vivian is a senior analyst at Oppenheimer covering a number
of sub-sectors including consumer electronics, home goods
and furnishing, pet food and supplies. In 2007, she launched
coverage of the fitness and wellness companies at CIBC World
Markets a franchise she has continued at Oppenheimer. Before
joining CIBC in 2002, Vivian was with Deutsche Bank for five
years covering the hardlines retailing sector. Prior to equity
research, she was in investment banking with CIBC Wood Gundy
from 1995 to 1997 covering consumer and diversified industries.
Vivian earned her MBA from York University and Bachelor of
Commerce degree from the University of Toronto.
Carl
McDonald, CFA – Managed Care
Carl McDonald is an Executive Director and senior analyst
covering the Managed Care industry at Oppenheimer¾continuing
his coverage that had been in place at CIBC World Markets
since February 2005. Most recently, Carl worked at Morgan
Stanley, and he was previously employed at Banc of America
Securities and Credit Suisse First Boston following the same
sector. He was named the Up and Coming Managed Care analyst
in Institutional Investor's 2005 and 2006 All America Research
survey, and was honored 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. He was named the #3 Earnings Estimator
in the Health Care Providers & Services industry in 2005.
Carl holds a B.A. in Economics and a B.A. in American Studies
from Brandeis University in Waltham, MA.
Terry
J. McEvoy, CFA - Midwest Banks
Terry has more than nine years experience in equity research
covering the banking sector. He provides research coverage
of banks and thrifts located in the Central part of the country.
His current research list includes small, mid- and large-cap
stocks. Prior to coming to Oppenheimer in November 2001, Terry
was a Bank Analyst at Tucker Anthony Capital Markets.
Michael
Metz - Chief Investment Strategist
Michael Metz, with knowledge of stock market dynamics, expertise
in investment strategy along with a deep understanding of
client needs, rejoined the firm in November 2003 as Chief
Investment Strategist. He had held this position from 1990
until he retired in December 2002 and was primarily responsible
for advising entrepreneurial retail and institutional investors
and brokers on investment strategy and portfolio selection.
He also actively managed investment partnerships for some
of the firm’s high net worth clients. He was a Managing Director
and the investment decision maker on several investment partnerships
for affluent clients in the U.S. and abroad. After beginning
his career as an analyst with Standard & Poor’s, Mike
started at Oppenheimer in 1969 as an analyst and soon moved
to the equity-trading desk where he supported the firm’s block
trading activities, an area the firm helped pioneer.
Roxanne
Meyer, CFA – Specialty Retailing: Apparel
Retailers
Roxanne Meyer is a senior analyst in Oppenheimer’s Specialty
Retailing group, focusing primarily on apparel retailers that
cater to women and baby boomers. She has been following specialty
apparel retail stocks since earlier joining CIBC World Markets
in 2000. She was among the first on the Street to focus on
the impact of the demographic shift as it pertains to boomer-focused
retailers. In addition, she has helped organize the Annual
CIBC Consumer Growth Conference since its inception six years
ago, which is recognized by company managements and institutional
clients as one of the best on the Street. Roxanne was trained
in equity research at Bear Stearns, where she worked in the
commodity chemical sector. Prior to working on Wall Street,
she was a financial analyst at the Prudential Insurance Company
of America, where she worked under the Treasurer in the Corporate
Finance and Analysis Group. Roxanne received her Bachelor
of Business Administration from the University of Michigan
School of Business in 1995, where she concentrated in finance
and graduated with distinction, and received her Masters of
Business Administration at the Leonard N. Stern School of
Business in 2000, with an emphasis in finance. She also earned
her chartered financial analyst designation and is a member
of the Association for Investment Management and the New York
Society of Securities Analysts.
Shawn
C. Milne - Consumer Online Commerce and Interactive
Entertainment
Shawn came to Oppenheimer from Friedman, Billings, Ramsey
& Co. (FBR) where he established coverage for Internet
Services and Interactive Entertainment stocks. Before going
to FBR, he built the Consumer Internet Group coverage for
SoundView Technology Group. Starting in 1994 at Hambrecht
& Quist, Shawn followed Branded Consumer Goods in the
Sports & Leisure sector as well as e-commerce names.
Allan
Mishan – Semiconductors and Components
Allan Mishan is a Director in the Semiconductor & Components
equity research group at Oppenheimer. Allan covers communications
semiconductor companies, with special attention on networking,
broadband, telecom, and wireless applications. In addition
to supporting the research effort on individual stocks, Allan
does extensive modeling of industry data and trends, and spearheads
the annual 300+ page Semiconductor Technology and Market Primer.
Allan has been following Semiconductor companies for nearly
six years, all previously at CIBC World Markets. He has been
quoted by major business and news publications including the
Wall Street Journal, Financial Times, Reuters, Dow
Jones, The Globe and Mail, Light Reading, Barron's
Online, and Business Week Online. He has a B.S. in finance
and accounting and graduated Valedictorian from New York University's
Stern School of Business Undergraduate College.
Brad
Reback, CFA – Enterprise Software
Brad is a Managing Director and senior analyst who comes to
Oppenheimer after 14 years at CIBC World Markets. Since 1999
he has been covering application software companies. 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, Mr. Reback spent
his first five years at the firm covering certain industrial
sectors. Mr. Reback earned a BA from Cornell University.
Yair
Reiner – Communication Software/Israeli Software
Yair focuses on Applied Technology as a senior analyst at
Oppenheimer. This builds on his work since 2004 at CIBC World
Markets covering Communication Software and Israeli Technology
as the senior associate on Shaul Eyal’s highly respected franchise.
Yair recently took the lead on several names, including Given
Imaging and Scopus Networks, and launched his own sub-sector—Location
Based Services—in early 2007. As at Shaul's franchise, 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. As a native Hebrew
speaker and a dual citizen of Israel, Yair’s research is also
informed by his strong relationships with various players
in the Israeli technology sphere. Yair earned an MBA, with
distinction, from the NYU Stern School of Business and an
MS in comparative literature from U.C.L.A. Prior to embarking
on a career as an equity research analyst Yair 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 is Oppenheimer’s Healthcare Technology & Distribution
analyst building on seven years of equity research experience.
Charles has a keen understanding of the broad healthcare services
universe from distributors & PBMS, to HCIT, and to hospitals,
as he believes there are very few analysts that have this
broad of a perspective. He also brings a macro-level approach
to his franchise to identify emerging trends. He also employs
a data-driven model to his franchise, which includes deep
analysis of market data (such as IMS prescription data) and
its implication for his covered universe, as well as the use
of survey work. Charles began his equity research career at
Smith Barney where he spent four years working with Glen Santangelo
followed by a year and a half at Credit Suisse, still working
with Glen. During this last period he followed the Healthcare
Facilities sector in addition to the Healthcare Technology
and Distribution space. Most recently, Charles was at CIBC
World Markets as the lead analyst following healthcare technology
and distribution.
Kristoph
J. Rollenhagen - Closed-End and Exchange-Traded
Funds
Kris came to Oppenheimer with a wealth of knowledge and experience
in closed-end fund and ETF research. 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.
Richard
E. Schafer – Semiconductors
Richard is a Managing Director in Oppenheimer’s equity research
department, where he leads the firm’s Semiconductor franchise.
Richard had a similar role at CIBC World Markets where he
had been since 1997. Previously, 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. Richard received an international
MBA 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 is the senior analyst covering Business Services. He
currently covers 17 stocks across five primary Business Services
sub-sectors: Rental Services, Route Services, Tax Services,
Document Services and Professional Services. Previously, Scott
covered the same group at CIBC World Markets since 2006. Prior
to CIBC, Scott had been 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. He then transitioned to the Lehman Brothers’
Business Services team, where he was promoted to Vice President
and Senior Analyst in 2005.
Tim
J. Tiberio – Small Cap Generalist
Tim follows small caps with a concentration in shipping. Most
recently, Tim was at Wachovia where he supported a senior
transportation analyst while launching on the dry bulk sector.
Prior to that, Tim did research on the Electronics Supply
Chain at Wells Fargo. Before coming to Wall Street, he spent
four years at Intel Corporation as a senior analyst. He is
a graduate of The University of Michigan.
Myles
Walton – Aerospace/Defence
Myles Walton is the Senior Aerospace/Defense analyst at Oppenheimer.
He had been at CIBC World Markets 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 PhD and MS 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 MS 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.
Meredith
Whitney – U.S. Banks and Brokers
Meredith Whitney has spent 12 years working on Wall Street
as an analyst covering Financial Institutions. She and her
team focus on large and mid-cap banks. In 2002, she was named
#2 stock picker in her category by the Wall Street Journal's
Best on the Street Survey. Cited as an expert in her field,
she has been quoted often in the Wall Street Journal, New
York Times, New York Post, USA Today, Business Week, Forbes,
Fortune, and many other publications. She also has frequently
appeared on CNBC, CNN, CNNfn, and Bloomberg News. In 2003,
was invited to be a part of the Christmas USO Tour, where
she visited soldiers in Iraq, Kuwait, Afghanistan, and Uzbekistan.
Meredith began her career at Oppenheimer where she was hired
and trained by one of Institutional Investor's top analysts
at the time. She joined Fox News as a Business Contributor
in March 2003, frequently appearing on Cavuto on Business,
Your World with Cavuto, Bulls and Bears, Fox News Live, Fox
and Friends, Studio B, Weekend Live, Geraldo Live, amongst
others. Meredith graduated with honors from Brown University.
Michael
Wiederhorn – Healthcare Providers
Michael Wiederhorn is an Executive Director at Oppenheimer
covering Healthcare Providers. His coverage focuses on nursing
homes, hospitals, home health, hospice, respiratory therapy,
and related healthcare services. He has over 12 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
BA in American History from the University of Pennsylvania.
Carter
Braxton Worth - Chief Market Technician
Carter'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.
Edward
H. Yang – Chemicals
Ed Yang is a research analyst at Oppenheimer covering the
U.S. basic and specialty chemicals industry continuing the
coverage for this sector that he provided at CIBC World Market
from 2001 through 2007. Prior to CIBC World Markets, 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 that, he covered telecom stocks
at Donaldson, Lufkin, & Jenrette, in the group ranked
runner up in the Institutional Investor survey. Ed graduated
cum laude from the Wharton School at the University of Pennsylvania
with a B.S. in finance and accounting.
Ian
A. Zaffino – Special Situations/Generalist
Ian 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.
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