Analyst Bios


 

John E. Parks

Director of Research

John Parks is Managing Director and Director of Research and oversees Oppenheimer's overall research strategy and product. John first joined the firm in 1989 as a senior institutional salesman covering the New York City territory. In 1995, he became Head of Domestic Institutional Sales, and two years later became Head of Global Institutional Sales. In 1999, John was named Head of Equity Research, a position he continues to hold today. John began his Wall Street career at the First Boston Corporation 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 Managing Director and Associate Director of Research and works with John Parks in overseeing the firm's overall research strategy and product. Erica joined the firm in 2000 as an associate 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.

Anna Andreeva

Specialty Retailing

Anna Andreeva is Managing Director and Senior Analyst covering Specialty Retail. Anna has nearly ten years of research experience in Specialty Retail, most recently at FBR Capital Markets where she was Senior Analyst covering the Specialty Retail sector. Prior to FBR, Anna spent six years at J.P. Morgan as a member of the #1 II-ranked Specialty Retail team. She began her specialty retail career at Fulcrum Global Partners. Anna also brings experience in fixed income research, having covered diverse manufacturing and retail at CreditSights, and credit analysis, having worked as an associate in the Corporate Banking Division at Bank of New York. She began her career in industry for several years before moving on to Wall Street. Anna holds a B.S. in Business Administration from the College of Charleston and an M.B.A. from New York University.

Brian Bittner

Restaurants

Brian Bittner is Managing Director and Senior Analyst covering Restaurants and in 2012 was voted Best Up and Coming Restaurant Analyst from Institutional Investor's All-America's Research Team. Brian has been with Oppenheimer since 2007, originally working with Ian Zaffino on our Special Situations team. Prior to Oppenheimer, Brian worked at A.G. Edwards & Sons on the Media & Entertainment team. Brian graduated from Indiana University's Kelley School of Business with a B.S. in Finance.

Andrew Burkly, CFA, CMT

Institutional Portfolio Strategy *

Andrew Burkly is Managing Director and Head of Institutional Portfolio Strategy at Oppenheimer Asset Management Inc. (OAM), responsible for creating and managing the portfolio strategy product to institutional clients. Prior to joining the firm, Andy had spent 16 years at Brown Brothers Harriman where he most recently served as Director of Equity Strategy and Chief Portfolio Strategist. In his role at Brown Brothers Harriman, Andy created his flagship Portfolio Strategy commentary focusing on high-conviction sector and industry recommendations based on popular multi-disciplined methodology, a product he continues to publish at OAM. He is also a regular contributor to CNBC, Bloomberg, and The Wall Street Journal. Andy holds a B.A. in Economics from San Diego State University and an M.B.A. from Texas A&M University.

 

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

Sam Burns, CFA

Institutional Portfolio Strategy *

Sam Burns is an Executive Director and a member of the Institutional Portfolio Strategy team. Sam joined Oppenheimer Asset Management Inc. (OAM) from Brown Brothers Harriman where he worked with Andrew Burkly on the Equity Strategy team. Prior to Brown Brothers Harriman, Sam held senior strategist roles at State Street Global Markets and Ned Davis Research. Sam received a B.A. in Economics from Vanderbilt University and an M.B.A. from University of Texas at Austin.

 

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

Ben Chittenden

Specialty Finance

Ben Chittenden is an Executive Director and Senior Analyst covering the Specialty Finance Sector. Ben has been with the firm since 2009, originally working with Chris Kotowski covering Large Cap Banks, Brokers, Private Equity Firms and BDCs. Prior to Oppenheimer, Ben worked at Bear Stearns on the Property & Casualty Insurance Team. He began his Wall Street career at Bear Stearns on the Institutional Sales Desk where he specialized in Financial Institutions before shifting into Equity Research. Ben graduated from Bucknell University with a B.A. in Economics and a B.A. in Mathematics.

Bernard L. Colson, CFA

MLPs

Bernie Colson is Managing Director and Senior Analyst for MLPs. Bernie comes back to Oppenheimer after a brief time at Global Hunter Securities where he was Managing Director and Senior Analyst covering the MLP sector. Prior to joining Oppenheimer initially in 2010, he was with 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.

Robert DuBoff, CFA

Energy - E&P

Rob DuBoff is an Executive Director and Senior Analyst covering small- and mid-cap E&P companies in the Energy sector. Rob has been with the firm since 2010, working first on our Oilfield Services team and most recently on our Oil & Gas research team covering the entire Oil & Gas sector including Major Integrated, Refining and Marketing, and Independent E&P companies. Prior to joining Oppenheimer, Rob was an analyst at Millennium Partners covering Energy, Metals & Mining, and before that, an associate at Merrill Lynch, working on their Broadline Retailing team. He began his Wall Street career as an Equity Research analyst at Value Line. Rob holds a B.A. in Economics from the University of Chicago and an M.B.A. from New York University's Stern School of Business.

Shaul Eyal

Communication Software/Infrastructure Software

Shaul Eyal is Managing Director and Senior Analyst covering the Communications, Security, and Infrastructure Software sectors and is one of Wall Street's leading experts in those spaces. He started his equity research career 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.

Akiva Felt

Bio & Specialty Pharmaceuticals

Akiva Felt is Executive Director and Senior Analyst covering the Bio & Specialty Pharmaceuticals sector. Akiva was most recently at Wedbush Securities as a Senior Analyst covering Biopharmaceuticals and Medical Devices, with a particular focus on cardiovascular and hepatic diseases across the biotechnology, specialty pharmaceuticals, and medical device sectors. Prior to Wedbush, Akiva was a member of the Biotechnology equity research team at Stanford Financial Group, focusing on oncology, CNS and auto-immune diseases. Before he started his Wall Street career, he was a Clinical Research Assistant at Barnes Jewish Hospital in St. Louis, MO. Akiva holds a B.S. in Biomedical Engineering from Washington University and an M.A. from Columbia University in Biotechnology.

Fadel Gheit

Oil & Gas

Fadel Gheit is 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, working at Mabon Nugent and JP Morgan prior to landing at Oppenheimer & Co. Inc. in 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.

Jim Giannakouros, CFA

Sustainable Infrastructure and Industrial

Jim Giannakouros is Executive Director and Senior Analyst covering the Sustainable Infrastructure & Industrial sector. He joined Oppenheimer in 2008 and has been a member of the Business Services and Industrial Multi-Industry teams. Prior to joining Oppenheimer, he was a Vice President at Osprey Partners Investment Management. Before Osprey Partners, he worked at several firms as an equity research analyst including Susquehanna Financial Group, CIBC/Oppenheimer, and Bear Stearns. He began his career as an actuarial associate at Coopers & Lybrand. Jim holds a B.A. in Statistics/Mathematics from Rutgers University and an M.B.A. from the NYU Stern School of Business.

Christopher Glynn

Industrial Multi-Industry

Christopher Glynn is Managing Director and Senior Analyst at Oppenheimer covering the Industrial Multi-Industry sector. Prior to joining the firm, Chris attended Columbia Business School and started his Wall Street career on the buy-side as an analyst. 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

Financial Technology & IT Services

Glenn Greene is Managing Director and Senior Analyst covering the - Financial Technology & IT Services sector. Before joining Oppenheimer, 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 M.B.A. from New York University's Stern School of Business. He also is a Chartered Financial Analyst and was a C.P.A. earlier in his career.

Jason S. Helfstein

Internet

Jason Helfstein is Managing Director and Senior Analyst covering the Internet sector. He oversees all aspects of the firm's Internet strategy and his coverage includes Consumer Internet, eCommerce, Online Advertising and Digital Media. Jason has been with the firm since 2002, previously covering Media and Advertising, before shifting his focus to the Internet. Prior to Oppenheimer, Jason 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 from Forbes Magazine in 2009 and 2010. Jason began his career in equity research at Schroder Wertheim. He holds Finance and Communications degrees from Syracuse University.

Manish Hemrajani

Internet Travel & Leisure; IT Services

Manish Hemrajani is Executive Director and Senior Analyst covering Internet Travel & Leisure and IT Services Sectors. Manish has been with the firm since 2005. Prior to Oppenheimer, Manish worked at Fulcrum Global Partners following the IT Hardware and Services sectors. In 2012 and 2013, he was ranked #1 and #2 in the IT Services Sector by Financial Times/Starmine. He holds a B.S. in Engineering from the Walchand Institute of Technology and an M.B.A. from the Stern School of Business at New York University.

Timothy K. Horan, CFA

Communication & Cloud Services

Tim Horan is Managing Director and Senior Analyst heading the Communication and Cloud Services research team. He joined the firm in 1998, and has been covering the sector since 1994. Tim researches a broad range of communications and cloud companies with a focus on emerging services and applications.

 

Prior to 1998, Tim was a research analyst at Smith Barney, a group that was ranked number two among wireline services teams. He has been a award receipent of both the Greenwich Associates Institutional Survey and Wall Street Journal All Start Analysts. Prior to becoming an equity analyst, Tim worked as a civil engineer on various construction projects in the New York area. Tim received a Bachelor of Science degree in Civil Engineering from Rutgers University and an M.B.A. degree in Finance, with Beta Gamma Sigma Honors, from Columbia Business School in 1994.

Ella Ji, CFA

China Internet and Consumer

Ella Ji is a Managing Director and Senior Analyst covering the China Internet and Consumer sector. Ella joined Oppenheimer in 2006 as a research associate on its Business Services team. 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.

Ittai Kidron

Data Infrastructure, Management, and Virtualization

Ittai Kidron is Managing Director covering Data Infrastructure, Management, and Virtualization which includes the Networking and Storage Infrastructure, and the Data Management and Virtualization layers. Prior to Oppenheimer, Ittai was an investment banker at Bear Stearns covering the Telecommunication industry. Prior to Bear Stearns, he worked at KPMG 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

Commercial & Investment Banks; Private Equity; & BDCs

Chris Kotowski is Managing Director and Senior Analyst covering the Large Cap Banks & Brokers, Private Equity companies, and the Business Development Corporations. 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, and has subsequently expanded his coverage into the PE and BDC sectors.

Holden Lewis

Advanced Manufacturing & Industrial Technology

Holden is Managing Director and Senior Analyst covering the Advanced Manufacturing & Industrial Technology sector. He has been in equity research for more than 20 years. Prior to joining Oppenheimer in September 2014, Holden spent 12 years as a Managing Director and Senior Analyst at BB&T Capital Markets where, in addition to his Advanced Manufacturing names, he covered Industrial Manufacturing & Distribution. He has consistently been ranked in external polls such as Starmine and The Wall Street Journal, and in 2014 was recognized by the former as the top stock picker in the Trading Companies & Distributors sector as well as the top stock picker in the U.S. overall. Prior to BB&T, Holden worked at CIBC World Markets (Oppenheimer's predecessor firm) and also Dain Rauscher Corp., covering industrial manufacturers and distributors. He began his career at PaineWebber Group/Lehman Brothers Holdings, first as a Technical Analyst and subsequently as a member of the Electrical Equipment and Household Appliances team. Holden holds a B.S. in Business Management from the University of Vermont.

Steven M. Lichtman

Medical Devices

Steven Lichtman is Managing Director and Senior Analyst for Medical Devices. Steve brings extensive experience in the Medical Devices sector, having previously held that role at JMP Securities and also Banc of America Securities where he 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.

Steve Manaker, CFA

REITs

Steve Manaker is a Managing Director and Senior Analyst covering the REIT sector. Steve returns to Oppenheimer after an extended period away. He was most recently at Parameter Capital Management and Balyasny Asset Management serving as a Senior REIT and Lodging analyst. Before moving to Balyasny Asset Management, Steve was an Adjunct Assistant Professor at the Real Estate Institute of New York University and served as a consultant on a number of Commercial Real Estate transactions. Prior to his academic tenure, he was a Senior Analyst covering Property REITs at USBancorp Piper Jaffray, Bear Stearns, and CIBC Oppenheimer where he began his REIT research career. Steve received a B.A. in History from Binghamton University, an M.A. in History from the University of Pittsburgh, and a M.S. in Real Estate from New York University

Christopher N. Marai, Ph.D.

Biotechnology

Christopher Marai Ph.D. is Executive Director and Senior Analyst covering the Biotechnology sector. Christopher was most recently at Wedbush Securities PacGrow Life Sciences as a Vice President and Senior Analyst covering Biotechnology and Biopharmaceuticals with a particular focus on rare diseases, oncology and advanced antibody technologies. He started his Wall Street career at Morgan Stanley in 2006 and previously co-founded a computationally focused rational drug design consulting firm. Christopher holds a Ph.D. in Biochemistry and Structural Biology from Stony Brook University and a B.Sc. in Chemistry from Trinity College/University of Toronto.

Brian W. Nagel, CFA

Hardlines and Broadlines

Brian W. Nagel is Managing Director and Senior Analyst covering the Hardlines and Broadlines Retail sectors. Prior to joining Oppenheimer, Brian was the Senior Analyst at UBS Securities covering the U.S. Hardlines Retail sector. In 2008, Brian was ranked #5 in Hardlines Retail in the annual Institutional Investor Poll as well as being named Best Up & Comer in the category in 2008. Prior to joining UBS, Brian was part of the Hardlines team at Credit Suisse beginning. Brian also worked as an associate analyst at A.G. Edwards & Sons. He holds a B.S.B.A. from Creighton University.

Rupesh D. Parikh, CFA

Food, Grocery & Consumer Products

Rupesh D. Parikh is an Executive Director and Senior Analyst covering the Food, Grocery & Consumer Products sectors. He has been with Oppenheimer since 2009 working with Brian Nagel on the Hardlines and Broadlines retail team. Prior to joining the firm, Rupesh was an equity research analyst at UBS Securities covering the U.S. Hardlines Retail sector. He began his career as an Associate in PwC's Assurance and Business Advisory practice auditing publicly traded healthcare and retail companies. Rupesh holds a B.S.B.A from Boston University.

Richard E. Schafer

Semiconductors

Rick Schafer is Managing Director and Senior Analyst and leads the firm's Semiconductor franchise. Prior to joining the firm, 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

Industrial & Business Services

Scott Schneeberger is Managing Director and Senior Analyst covering Industrial & Business Services. He joined the firm in 2006 and covers four diverse services sub-sectors: Rental Services, Logistics Services, Route Services, and Tax Services. In 2010 he was ranked #2 "Best on the Street" by The Wall Street Journal in Business Services. Prior to joining Oppenheimer, Scott was a Vice President and Senior Analyst at Lehman Brothers, where he covered Business and Industrial Services from 2001-2006. Scott received a Bachelor of Science degree in Political Science from Syracuse University, and an M.B.A in Finance from the F.W. Olin Graduate School of Business at Babson College.

James Schumm

Oilfield Services

Jim Schumm is an Executive Director and Senior Analyst in the Oilfield Services sector. Jim joined the firm from Cowen, where he has been an analyst since 2013 in the Oilfield Services sector. Prior to Cowen, Jim was a Research Analyst at GWI Asset Management covering the Energy sector. He began his Wall Street career as an Equity Trader at Lehman Brothers and J.P. Morgan Chase and then subsequently moved to equity research at Bank of America and Susquehanna as a member of both of their Oilfield Services teams. Jim holds a B.A. in Government from Georgetown University and an M.B.A. in Investment Management and Finance from Yale University.

Brian Schwartz

SaaS/Applications Software

Brian Schwartz is Managing Director and Senior Analyst covering the SaaS/Applications Software space. Brian has extensive experience in the SaaS­/Applications Software space, having covered the sector for over 10 years, and he was recognized by the Wall Street Journal's "Best on the Street" annual survey for the software sector; and in 2013 was awarded the #1 stock picker in the Financial Times|StarMine Analyst Awards. His research is based on proprietary survey-driven micro-research on covered companies and framed by in-depth macro research on the technology sector. Prior to joining Oppenheimer, he was a senior analyst at ThinkEquity covering SaaS/Applications software, and he has also held the same positions at Piper Jaffray, Montgomery & Co., and RBC Capital Markets. Brian also brings several years of general industry experience as President & Founder of event-based marketing company Pyramid Sports and also as Business Development Manager at RCM Technologies. Brian holds a B.A. from the University of Michigan and a M.B.A. from Michigan State University.

John Stoltzfus

Chief Market Strategist*

John Stoltzfus is Managing Director and Chief Market Strategist. Prior to joining the firm, John was Senior Market Strategist at Ticonderoga Securities where he provided all macro, market outlook, and strategy ideas to the firm and its clients. John came to Ticonderoga from Bank of America, where he worked in their Global Wealth & Investment Management Division as Senior Market Strategist in the Investment Strategies Group. Before Bank of America, John was at Morgan Stanley in a variety of roles, including Vice President of Marketing and Equity Sales, Vice President of Capital Market Solutions, and Vice President of U.S. and International Equity Marketing. In the early 1990s, John worked at Chase Manhattan Bank as Vice President of Investments, CMIS and GNA securities. He holds a B.A. from Colgate University.

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

Andrew Uerkwitz

Emerging Services and Technology

Andrew is Managing Director and Senior Analyst covering Emerging Services and Technology companies. He initially focused on the emerging Israeli technology companies before broadening his coverage to Emerging Technology and Service companies. Prior to joining Oppenheimer, Andrew worked in equity research at Ardour Capital and also in investment banking at Deutsche Bank. He started his career in various finance and accounting positions at Lannett Company and Lordi Consulting. Andrew holds a B.S. in Management and Accounting from the University of Massachusetts in Boston and a M.B.A. from the NYU Stern School of Business.

Rohit Vanjani

Generics and Specialty Pharmaceuticals

Rohit Vanjani is an Executive Director and Senior Analyst at Oppenheimer covering Generics and Specialty Pharmaceuticals. Rohit has been with the firm since 2011, initially working on the Healthcare Services Team (Healthcare IT, PBMs, and Labs). Prior to Oppenheimer, Rohit worked at Jefferies, UBS, and Leerink Swann helping to cover the Biotechnology, Managed Care & Hospitals, and Specialty Pharmaceuticals verticals. He has also worked as an Assistant Economist at the Federal Reserve Bank of New York and as an Economics Associate at Stanford University, helping to conduct healthcare economic research. Prior to those roles, Rohit worked as a Laboratory Associate researching enzyme active site residues and animal mitochondrial DNA. Rohit holds a B.S. in Biochemistry and Economics from the University of Michigan and an M.B.A. from New York University's Stern School of Business.

Ari Wald, CFA, CMT

Head of Technical Analysis*

Ari Wald is Executive Director and a member of the Institutional Portfolio Strategy team, providing Technical Analysis. Ari joined the firm from Wolfe Research where he was Vice President and Head of Technical Analysis. Prior to that, he was a member of Andy Burkly's Institutional Portfolio Strategy team at Brown Brothers Harriman. Ari graduated from Rutgers University with a B.S. in Statistics and Mathematics. He holds the CFA, the CMT, and he is actively involved with the Market Technicians Association.

 

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

Ling Wang, CFA

Biotechnology

Ling Wang is Executive Director and Senior Analyst covering the Biotechnology sector. Ling was most recently at Chardan Capital Markets where she was a Senior Analyst covering Biotechnology. Prior to Chardan, she was a senior analyst covering Biotechnology at Summer Street Research Partners and Brean, Murray, Carret & Co. Ling started her research career at Manning & Napier as an associate research analyst and then moved to Rodman & Renshaw as an associate on their Biotechnology team. She holds a B.S./M.S. in Biology from Beijing University; a M.S. in Molecular Pharmacology from Albert Einstein College of Medicine; and an M.B.A. from Yale School of Management.

Michael Wiederhorn

Healthcare Providers

Michael Wiederhorn is Managing Director and Senior Analyst covering Healthcare Providers and Services. His coverage focuses on managed care, hospitals, nursing homes, home health, hospice, emergency services, and related healthcare services. He has over fifteen years of experience in healthcare consulting and research and in 2013, he was honored as a top ranked Earnings Estimator in Health Care Providers & Services 2013 by Financial Times/Starmine. In addition, in 2009 and 2010, Michael was ranked the #1 brokerage analyst for Medical Care by Forbes Magazine. Prior to entering equity research, 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.

Ian A. Zaffino, CFA

Special Situations/Generalist

Ian Zaffino is Managing Director and is the Senior Analyst responsible for the 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 worked 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.