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Strategy Research |
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| WJB
Technical Analysis Research |
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John Roque, Chief Technical
Strategist
John Roque heads WJB's
Technical Analysis Strategy group. Prior to joining WJB,
John spent 11 years leading the Technical Analysis team at
Natixis Bleichroeder. Mr. Roque's work has received wide
recognition throughout the industry. He achieved the ranking
of Runner-Up for Technical Analysis on the Institutional
Investor 2006 All-America Research Team, increased his
ranking to third place on the Institutional Investor 2007
All-America Research Team and in 2008 was a runner up in the
II All American Research poll. He is a frequent guest on
CNBC, Bloomberg TV, and other financial news programs, and
is a former contributor to TheStreet.com.
John received an M.B.A.
in 1990 from Fordham University, where he also earned a
Bachelor's degree in Economics.
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| WJB
Macro Strategy Research |
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Brian F. Reynolds, CFA, Chief
Market Strategist
Brian F. Reynolds, CFA,
is WJB's Chief Market Strategist. His unique combination of
experience in economics as well as in the equity, fixed
income and money markets - gathered over a twenty-five year
investment career - bring an independent and unbiased
perspective of the financial markets to his work. Prior to
coming to WJB he was Chief Market Strategist at M.S. Howells
and & Co., and at Kirlin Holdings, Inc. From 2000 to 2003,
he was the fixed income and economic columnist for
TheStreet.com. He spent the prior 16 years at David L.
Babson & Co., an investment counseling firm in Cambridge,
Ma. as a Senior Vice President and portfolio manager. He
joined Babson in 1984 as the firm's economic analyst. In
addition to his economic work, he was an equity trader at
Babson from 1985-1987, acted as the manager of the company's
taxable retail and institutional money market funds from
1986 through 2000 and was part of the portfolio management
team of the company's fixed income separate accounts and
mutual funds from 1987 through 2000. He received his A.B. in
economics from Harvard College in 1983 and became a CFA
charterholder in 1989.
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| WJB
Derivative Strategy Research |
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Scott H. Fullman, Director of
Derivative Investment Strategy
Scott Fullman, C.M.T.,
R.O.P., R.F.A., has spent the majority of his career
focusing on derivative research strategy. Scott has been a
featured speaker before many industry groups, taught at the
New York Institute of Finance and constructed an options
index. In his two most recent previous positions, at
Investec and I.A. Englander, Scott served as the Managing
Director of Equity Derivatives and the Director of
Investment Strategy. He has written derivatives research for
Shearson Lehman, Cowen & Co. and Swiss America. In 1996 he
won the "Top Trader" Award from Bridge News.
Scott received his B.A.
from Pace University. He is a frequent guest on CNBC,
Bloomberg and other financial news networks.
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WJB TMT Sector Strategy Research |
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Michael Neiberg, Tech, Media
and Telecom (TMT) Sector Strategist
Michael Neiberg is WJB's
TMT sector strategist. Michael's combination of Buy and Sell
side experience makes him ideal in this role of providing
sector-specific intelligence and trading insights to clients
of the firm. In Michael's 15+ years of Wall Street
experience he has dealt primarily with TMT equities,
starting on the Sell Side as a Managing Director in the
Equity Research groups at Furman Selz, Hambrecht and Quist,
and JPMorgan. Subsequently he founded and acted as Portfolio
Manager at MAC Asset Management for 4 years. Michael
received his MBA at Boston University and his BS at Skidmore
College.
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WJB Financial Strategy Research |
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Catherine L. Murray, Vice
President, Financial Strategy
Catherine L. Murray is
WJB's Financial Strategist. Catherine was most recently a
Managing Director of Neuberger Berman and Lehman Brothers.
Prior to joining Neuberger Berman in 2002, Ms. Murray was a
Managing Director of J.P. Morgan Chase & Co. Over the 10
years she was the senior sell-side equity research analyst
specializing in the banking industry at JPMorgan Securities.
Ms. Murray was named to Institutional Investor magazine's
All-America Research Team in the regional bank category and
has been the top-ranked analyst in Institutional Investor's
Latin America Research Survey. Ms. Murray was also
recognized several times as the analyst with the most
accurate earnings estimates for U.S. banks in the annual
Wall Street Journal All Star Analysts Survey. Before joining
JPMorgan, Ms. Murray was an auditor with Arthur Young &
Company; she is a CPA Certificate holder. Ms. Murray
received a B.A. degree from the College of St. Catherine
(St. Paul, MN) and an M.B.A. from The Wharton School at the
University of Pennsylvania.
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