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| Mark D. Benson |
Director of Equity Research
Managing Director
Phone:(213) 688-4435; Fax:(213) 688-6629; E-mail: mark.benson@wedbush.com
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Mark Benson is Managing Director and Director of Equity Research at Wedbush Securities.
Prior to coming to Wedbush, Mark was a senior equity analyst and head of real estate and leisure securities research at Credit Suisse First Boston and Jefferies and Co. Mark joined Wedbush in the institutional sales department, becoming one of the leading producers prior to his appointment as Director of Equity Research. His prior experience includes five years in investment management, most notably at Brierley Investments, Ltd, and he was also the CFO of a venture capital funded software company.
Mark holds a B.A. and M.B.A. from the University of California, Los Angeles.
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| Michael Pachter |
Managing Director, Equity Research
Entertainment Software, Entertainment Retail and Movies & Entertainment
Phone: (213) 688-4474; Fax: (213) 688-6629; E-mail: michael.pachter@wedbush.com
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Mr. Pachter is an analyst at Wedbush Securities providing coverage of the Entertainment Software, Entertainment Retail and Movies and Entertainment sectors.
Previously, Mr. Pachter spent two years as the Director of Research at Wedbush Securities. Before joining Wedbush Securities, Mr. Pachter served as the Director at Management Resource Center, a middle-market investment bank. Prior to that, Mr. Pachter spent 15 years in various financial and management positions at Atlantic Richfield Company, most recently as Director of Strategic Planning. Mr. Pachter brings over 20 years of experience as a finance professional to Wedbush Securities. Mr. Pachter has been recognized as StarMine's Top Earnings Estimator year after year and Best on the Street by the Wall Street Journal.
Mr. Pachter holds an M.B.A. from the Anderson School at the University of California at Los Angeles, a juris doctor from Pepperdine University, an LL.M. in Taxation from the University of Florida, and a bachelor's in Political Science from California State University, Northridge.
Focus:
- Entertainment Software
- Entertainment Retail
- Movies & Entertainment
Associations:
- State Bar of California
- Pepperdine University School of Law, Board of Visitors
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| Scott P. Sutherland, CFA |
Managing Director, Equity Research
Telecommunications Software and Wireless Equipment
Phone: (213) 688-4522; Fax: (213) 688-6629; E-mail: scott.sutherland@wedbush.com
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Mr. Sutherland is a Managing Director of Equity Research with Wedbush Morgan Securities' Technology Research Group, and currently focuses on Telecommunications Software & Services. He has also helped in the overall growth and strategy of the Telecommunications and Technology Research Groups. His research focuses on companies providing software and services that enable enhanced services such as BSS, OSS, messaging, wireless data, and interoperability for service providers. More recently, Mr. Sutherland has overseen the expansion of research coverage to Wireless Equipment.
Prior to joining Wedbush, Mr. Sutherland worked at George D. Bjurman and Associates, an investment management firm, where he assumed the key roles of Senior Research Analyst and IT Director. Mr. Sutherland also held positions at John Hancock Financial and Wells Fargo. Mr. Sutherland brings over 19 years of experience to the finance industry, as well as 2 years of hands-on technology experience.
In 2004, Mr. Sutherland was recognized as the Third Best Stock Picker in North America among over 3,200 analysts in 2003 according to StarMine and highlighted in Forbes and Buyside. Over the past six years, Mr. Sutherland has continued to rank highly in StarMine. In May 2009, Mr. Sutherland was ranked #3 in Forbes for recommendation performance and earnings accuracy for the past three years in Computer Software & Services, and ranked #4 overall for Bullish Calls. Financial Times recognized Mr. Sutherland as the #2 stock picker in Software for 2008. Mr. Sutherland has been active in the media including CNBC, CNN, Barron's, Forbes, WSJ, and IBD.
Mr. Sutherland holds a bachelor's degree in economics from the University of California, Los Angeles (UCLA) and is a CFA charter holder. He resides with his family in Ross, California.
Focus:
- Telecommunications Software
- Wireless Equipment
Associations:
- Association for Investment Management and Equity Research
- Los Angeles Society of Financial Analysts
- Quantitative Investment Association
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| Michael G. King, Jr. |
Managing Director, Equity Research
Biotechnology / Biopharmaceuticals
Phone: (212) 938-9929; Fax: (212) 768-0830; E-mail: michael.king@wedbush.com
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Michael G. King, Jr., Managing Director, is an award-winning biotechnology analyst with more than 16 years of experience, comes to Wedbush most recently from Merriman Curhan Ford. He is the former director of research and head of health care at Rodman & Renshaw. Prior to joining Rodman, he was managing director and senior equity research analyst in the Health Care Group at Banc of America Securities where he covered the biotechnology sector. Prior to BofA, King spent time at Robertson Stephens as a Managing Director and Senior Biotechnology analyst. During his career, King has worked at Vector Securities International, Dillon, Read & Co., Blech & Co., Alex. Brown & Sons, and Hambrecht and Quist. King was ranked fourth for his stock-picking accuracy in The Wall Street Journal's annual "Best on the Street" survey in 2001 and given the Institutional Investor "Home-Run Hitter" award in 2000 for his coverage of OSI Pharmaceuticals. King graduated summa cum laude from Bernard M. Baruch College of the City University of New York with a B.A. in finance.
Focus:
- Biotechnology / Biopharmaceuticals
- Large cap, mid cap, small cap
- Cancer, metabolic disease
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| Patrick Wang |
Managing Director, Equity Research
Semiconductors
Phone: (212) 938-9938; E-mail: patrick.wang@wedbush.com
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Patrick Wang is a Managing Director and the senior equity research analyst covering semiconductors at Wedbush Securities. Within this sector, his primary areas of focus include CPUs / graphics, analog / mixed-signal, embedded processors, and multimedia.
Prior to joining Wedbush, Mr. Wang was the senior equity research analyst covering semiconductors at Thomas Weisel Partners and Nollenberger Capital Partners. Before assuming his sell-side roles, Mr. Wang honed his industry-specific expertise by working in a number of engineering roles at Texas Instruments for about half a decade.
In 2010, Mr. Wang was recognized as a top ranked semiconductor analyst in the Forbes annual poll, also garnering the #5 bear call as well. He makes common appearances on CNBC, Bloomberg, BNN, and NDTV and can be regularly found in publications including WSJ, Barron’s, Business Week, and Forbes.
Mr. Wang holds a BS in Electrical and Computer Engineering from the University of Texas at Austin.
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| Rohit Chopra |
Senior Vice President, Equity Research
Communications Equipment
Phone: (212) 668-9871; E-mail: rohit.chopra@wedbush.com
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Mr. Chopra is a Senior Vice President of Equity Research with Wedbush Securities providing coverage of Communications Equipment Companies. His research is focused on companies which provide infrastructure and services to enterprises which enable the transmission of data and voice communications. He was recognized by Starmine and the Financial Times as the #2 Estimator in the United States in 2008.
Mr. Chopra has 13 years of experience as a research analyst. Prior to joining Wedbush, he was the Senior Research Analyst covering Communications Technology at Hibernia Southcoast Capital. He has also worked at Deutsche Bank Securities as the Senior Research Analyst covering the Telecommunications Services Sector where he was recognized by Institutional Investor in 2001 and 2002. Additionally, Mr. Chopra was a Senior Research Analyst at Robinson-Humphrey covering Telecommunications Services at and began his financial services career as an Associate Research Analyst at Alex. Brown also covering Telecommunications Services.
Rohit brings several years of industry experience to complement his research, having worked in several senior positions at Bell Canada, as the CFO of Asiatone and in public sector.
He received his Bachelor of Commerce degree from Carleton University in Ottawa, Canada, and his M.B.A. from Northeastern University.
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| Patricia L. Bank |
Senior Vice President, Equity Research
Specialty Pharmaceuticals
Phone: (415) 263-6646; Fax: (415) 274-6824; E-mail: patti.bank@wedbush.com
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Patricia L. Bank joins Wedbush from Pacific Growth Equities with almost 20 years of sell-side research experience. Prior experience includes senior pharmaceutical analyst positions at Vector Securities International, Wheat First Butcher Singer, and Mabon Securities. Before coming to Wall Street, Patti worked in the pharmaceutical industry at Wallace Laboratories/Carter-Wallace, Inc.
Ms. Bank received her MBA in investment management from Drexel University and her BA in neurobiology and economics from Rutgers University.
Focus:
- Specialty Pharmaceuticals
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| Rommel Dionisio |
Senior Vice President, Equity Research
Consumer Products
Phone: (212) 938-9934; Fax: (212) 768-0830; E-mail: rommel.dionisio@wedbush.com
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Mr. Rommel Dionisio is a senior equity analyst covering the Consumer Products sector.
Mr. Dionisio previously covered the industry at Merrill Lynch and Friedman Billings Ramsey. Prior to that, he worked in investment banking at Bankers Trust and Bank of New York. He is currently ranked #3 nationally by the Wall St. Journal in their "Best of the Street" annual analyst rankings, and #2 by the Forbes/Financial Times survey. He has made numerous appearances on CNBC, CNN, and Bloomberg TV.
Mr. Dionisio received his M.B.A. and Bachelor's degrees from Duke University, where he was the P. Huber Hanes, Jr. Scholar of his class.
Focus:
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| Al Kaschalk |
Senior Vice President, Equity Research
Industrial Growth
Phone: (213) 688-4539; Fax: (213) 688-6629; E-mail: al.kaschalk@wedbush.com
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Al Kaschalk is Senior Research Analyst, covering the Industrial Growth sector.
Previously, he was Vice President and Equity Research Analyst at MDB Capital Group. He previously served as an associate in investment banking at Tucker Anthony Sutro and at Prudential Securities. Prior to that, he was an audit manager for the Technology Group at Price Waterhouse.
A certified public accountant, Al received his M.B.A. degree from USC, and his Bachelor's in Business Administration from the University of Michigan.
Focus:
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| Craig Irwin |
Senior Vice President, Equity Research
Clean Technology
Phone: (212) 938-9926; E-mail: craig.irwin@wedbush.com
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Mr. Craig Irwin is a Senior Analyst, covering the Clean Technology sector primarily focusing outside of the solar sector (including battery/storage, LED, smart grid).
Craig comes to Wedbush from Merriman, Curhan and Ford. He previously worked in industry at Ultralife Batteries (corporate strategy), after working on the sell side at First Albany covering electrical equipment and energy storage stocks.
Mr. Irwin received his education from BA in French and BS in Molecular Genetics.
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| J. Derrick Wood, CFA |
Senior Vice President, Equity Research
Software: Infrastructure
Phone: (415) 274-6822; Fax: (415) 274-6824; E-mail: derrick.wood@wedbush.com
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Derrick Wood joins Wedbush from Pacific Growth Equities where he was a Senior Equity Research Analyst. Derrick started at Pacific Growth in 2000 and began covering Enterprise Software in 2001. Prior, Derrick worked at a Wood, Warren & Co. where he participated in underwritings of private equity offerings and M&A transactions. Prior to that, Derrick spent time at the UNCTAD (United Nations Conference for Trade and Development) in Geneva, Switzerland, where he analyzed and recommended methodologies for non-profit organizations and microfinance institutions to achieve financial independence.
Mr. Wood received his BS/BA in Economics from the University of California, Davis. Mr. Wood is a CFA Charterholder.
Focus:
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| Liana Moussatos, Ph.D. |
Senior Vice President, Equity Research
Emerging Pharmaceuticals
Phone: (415) 263-6626; Fax: (415) 274-6824; E-mail: liana.moussatos@wedbush.com
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Liana Moussatos joins Wedbush from Pacific Growth Equities where she was a Senior Research Analyst. Prior to that she came from UBS Global Asset Management where she was Director and portfolio manager of the UBS Global Biotech Funds for five years. Previously, Liana was with Bristol-Meyers Squibb where she was a manager in University and Government Licensing, External Science and Technology and she also worked with Sloan-Kettering Cancer Institute in the Office of Industrial Affairs and the National Cancer Institute in the Office of Technology Development.
Liana received her BS in Entomology and her MS in Zoology and Biochemistry from Clemson University, her Ph.D. in Plant Pathology from the University of California, Davis and completed a postdoctoral research fellowship in Cellular and Molecular Physiology at the Yale School of Medicine.
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| Michael B. Nemeroff |
Senior Vice President, Equity Research
Software: Enterprise / Application
Phone: (212) 668-9876; E-mail: Michael.nemeroff@wedbush.com
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Michael Nemeroff is Senior Vice President, Research, covering the Enterprise / Application Software sector.
Previously, he was Senior Vice President, Research covering this sector at Maxim Group. Prior to that, he was Senior Software and Internet Analyst at Sigma Capital Management, and Senior Research Associate at RBC Capital Markets.
Michael holds a B.A. in Political Science from University of Michigan and an M.B.A. from University of Chicago.
Focus:
- Software: Enterprise / Application
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| Kaushik Roy |
Senior Vice President, Equity Research
Datacenter Technologies
Phone: (415) 274-6873; Fax: (415) 274-6824; E-mail: kaushik.roy@wedbush.com
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Kaushik Roy is an analyst at Wedbush Securities covering datacenter technologies. Previously, he was a Senior Research Analyst at Pacific Growth Securities. Prior to that, he was a buy-side analyst at the Neuberger Berman Technology Fund. Before joining Neuberger Berman / Lehman Brothers, Mr. Roy was the Senior Enterprise Hardware Technology Analyst with Susquehanna Financial Group for three years. Mr. Roy also followed the enterprise hardware sector with Robertson Stephens earlier in his career. Prior to working on Wall Street, he was with EMC Corporation as a Strategic Investment Manager and with John Deere Healthcare as a Systems Engineer.
Mr. Roy received his MBA from Cornell University, his MS in Electrical and Computer Engineering from Louisiana State University and his BS in Electrical Engineering from the B.I.T, India.
Focus:
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| Gregory R. Wade, Ph.D |
Senior Vice President, Equity Research
Biotechnology / Biopharmaceuticals
Phone: (415) 274-6863; Fax: (415) 274-6824; E-mail: greg.wade@wedbush.com
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Greg joined Wedbush from Pacific Growth Equities where he was a Senior Equity Research Analyst. Prior to Pacific Growth he was the Associate Director of Business Development at Isis Pharmaceuticals. Prior to Isis, he was the Manager of Corporate Development for Procyon BioPharma, Inc., and with Helix Investments, Inc., a Toronto based venture capital firm.
Dr. Wade received his B.Sc. (Medical Biophysics) and Ph.D. (Physiology) from the University of Western Ontario (London, Canada).
Focus:
- Biotechnology / Biopharmaceuticals
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| Phillip E. Nalbone |
Senior Vice President, Equity Research
Medical Technology
Phone: (415) 274-6884; Fax: (415) 274-6824; E-mail: phillip.nalbone@wedbush.com
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Phillip Nalbone will be covering the Medical Technology sector. Phil comes to Wedbush from RBC Capital Markets where he was a managing director supervising a three person team covering 20+ med tech stocks. During nearly 17 years as a sell-side analyst, he has published research on more than 80 companies at all levels of market capitalization. Previously he was with Solomon Smith Barney, Volpe Brown Whelan, and Hambrecht & Quist.
Phil is a Phi Beta Kappa graduate of St. Lawrence University.
Focus:
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| Betty Chen |
Vice President, Equity Research
Specialty Retail: Softlines
Phone: (415) 273-7328; Fax: (415) 263-6644; E-mail: betty.chen@wedbush.com
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Betty Chen covers softlines retailers.
Previously, she was Specialty Retail Research Associate at Cowen & Co. Previous positions included Investment Analyst, Morley Fund Management, and Research Analyst, Robertson Stephens Inc.
Betty received her B.A. degree from University of California, Berkeley.
Focus:
- Specialty Retail: Softlines
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| David L. Rose, CFA |
Vice President, Equity Research
Water and Renewable Energy Solutions
Phone: (213) 688-4319; Fax: (213) 688-6629; E-mail: david.rose@wedbush.com
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Mr. Rose covers the water and renewable energy solutions sectors. He has over 10 years experience in equity research as a senior analyst, previously with JMP Securities, Jefferies & Company, and Furman Selz. In 1998, he was named by The Wall Street Journal as the #1 ranked analyst for stock picking in the restaurant sector.
Recently, David was CEO of a restaurant development project in Chile and subsequently provided finance, strategy and operations consulting services in Panama covering a variety of industries. He has lived in Latin America for nearly seven years and is fluent in Spanish.
He holds a B.S. in Business Administration from the University of California, Riverside and is a CFA charter holder.
Focus:
- Water and Renewable Energy Solutions
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| James Dix, CFA |
Vice President, Equity Research
Media
Phone: (213) 688-4315; Fax: (213) 688-6629; E-mail: james.dix@wedbush.com
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Mr. Dix is a Senior Research Analyst at Wedbush Securities providing research coverage for the media and entertainment sector focusing on advertising and broadcasting.
Prior to joining Wedbush Securities, Mr. Dix spent the past three years at Deutsche Bank where he was a senior analyst covering stocks in radio and TV broadcasting and out of home advertising sectors. Prior to that, at Deutsche Bank Mr. Dix was an associate for five years.
Mr. Dix holds a B.A. and an M.B.A. from the University of Chicago and a law degree from the University of Virginia. Mr. Dix is a C.F.A. charter holder.
Focus:
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| Kenneth Herbert |
Vice President, Equity Research
Industrial Growth
Phone: (415) 274-6875; Fax: (415) 274-6824; E-mail: kenneth.herbert@wedbush.com
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Ken Herbert is an analyst covering stocks in the Industrial Growth sector, focusing on companies in the aerospace and defense sector.
Ken comes to Wedbush from Frost & Sullivan where he was Global Vice President and Partner. At Frost & Sullivan, Ken managed the Aerospace and Defense Practice, as well as the global Financial Services Practice. Previously, he worked at SalomonSmith Barney where he was an associate supporting the #1 Institutional Investor analyst in the machinery sector. Moreover, Ken previously was also a consultant with Defense Forecasts. Ken brings over 15 years of experience as a financial analyst and consultant in the aerospace industry to Wedbush.
Ken has a B.A. from UC Santa Cruz and an M.B.A. from the University of Michigan.
Focus:
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| Duane Nash, MD JD MBA |
Vice President, Equity Research
Cardiovascular, Devices & Regenerative Medicine
Phone: (415) 263-6650; Fax: (415) 274-6824; E-mail: duane.nash@wedbush.com
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Duane Nash joins Wedbush from Pacific Growth Equities where he was an Equity Research Analyst. Prior to that he was employed with the law firm of Davis Polk & Wardwell, where he practiced intellectual property litigation, as well as patent evaluation and strategy in the merger-and-acquisition context. Previously, Duane worked at two other Bay Area law firms, and also completed his internship in General Surgery at the University of California at San Francisco.
Duane received his BA in Biology from Williams College, his MD from Dartmouth Medical School, his JD from the University of California at Berkeley, and his MBA from the University of Oxford. Duane is a California-licensed physician and also a member of the California Bar (inactive).
Focus:
- Cardiovascular, Devices & Regenerative Medicine
Associations:
- Medical Board of California (licensed Physician & Surgeon)
- State Bar of California (inactive)
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| Gil Luria |
Vice President, Equity Research
Financial Technology
Phone: (213) 688-4501; Fax: (213) 688-6629; E-mail: gil.luria@wedbush.com
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Gil Luria joined Wedbush Securities in 2005 as a Senior Research Associate, and became Equity Research Analyst in 2006, covering the Financial Technology industry.
Previously, Gil was Research Associate at Sanford C. Bernstein, covering large U.S. telecommunications companies. Prior to that, he was Manager and Senior Consultant with Deloitte Consulting, focused on telecommunications companies.
Gil holds a B.A. in Quantitative Economics from Hebrew University and an M.B.A. from Columbia Business School.
Focus:
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| Joan L. Storms, CFA |
Vice President, Equity Research
Specialty Retail: Hardlines
Phone: (213) 688-4537; Fax: (213) 688-6629; E-mail: joan.storms@wedbush.com
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Joan Storms is a research analyst at Wedbush Securities providing research coverage for the specialty retailers in the hardlines sector.
Prior to joining Wedbush Securities, Joan spent four years at Needham & Company, Inc. in New York, where she was an analyst on the consumer/retail team following hardlines retailers. Prior to Needham, she worked as an analyst following restaurant stocks for two years at Moran & Associates in Connecticut.
Joan holds an M.B.A. from the University of Notre Dame Graduate School of Business and a bachelor's degree in Economics and Business Administration from Eckerd College. Joan is a C.F.A. charter holder.
Focus:
- Specialty Retail: Hardlines
Associations:
- Association for Investment Management and Research, Chartered Financial Analyst
- The Los Angeles Society of Financial Analysts
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| Betsy Van Hees |
Vice President, Equity Research
Semiconductors
Phone: (415) 274-6869; Fax: (415) 274-6824; E-mail: betsy.vanhees@wedbush.com
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Betsy Van Hees comes to WS most recently from Caris & Company and Cowen where she was the lead analyst covering memory and consumer semiconductor stocks. Previously Betsy worked as a Sr. Research Associate at WRHambrecht and Jefferies. Prior to moving to the sell side, Betsy was principal industry analyst at iSuppli Corporation covering the memory market and she worked in various sales/marketing management positions at Advanced Micro Devices, IBM and Toshiba America Electronics.
She holds a B.A. from the University of California, Los Angeles.
Focus:
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| Camilo Lyon |
Vice President, Equity Research
Specialty Retail: Hardlines
Specialty Retail: Sporting Goods
Footwear & Apparel
Phone: (212) 938-9924; E-mail: camilo.lyon@wedbush.com
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Camilo Lyon joined Wedbush Securities in 2009 as an Equity Research Analyst covering the Specialty Retailing industry.
Previously, Mr. Lyon was a Vice President at Banc of America Securities covering the Athletic Sporting Goods retail sector. Prior to that, he covered the Hardlines and Broadlines retail space as an associate analyst. He also worked at Goldman Sachs in their Private Wealth Management group.
Mr. Lyon holds a B.S. in Business Administration from Boston University, and an M.B.A. from the University of Chicago Booth School of Business.
Focus:
- Specialty Retail: Hardlines
- Specialty Retail: Sporting Goods and Athletic Footwear
- Footwear & Apparel
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| Y. Katherine Xu, Ph.D. |
Vice President, Equity Research
Biotechnology / Biopharmaceuticals
Wedbush PacGrow Life Sciences
Phone: (212) 938-9955; Fax: (212) 768-0830; E-mail: katherine.xu@wedbush.com
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Y. Katherine Xu came to Wedbush from Credit Suisse, where she was a Vice President and senior research analyst covering the small to mid cap biotechnology sector based in New York. Prior to joining Credit Suisse, Katherine was a senior research analyst covering the biotechnology / biopharmaceuticals sectors at Pacific Growth Equities in San Francisco, and a vice president of investment banking at Petkevich & Partners, a boutique investment banking firm in San Francisco focused on the life sciences industry, where she advised companies in a variety of engagements including mergers and acquisitions, workouts, spinouts, and private placements.
Katherine holds a Ph.D. in Developmental Biology and a Ph.D. minor in Engineering-Economic Systems and Operations Research from Stanford University Schools of Medicine and Engineering, respectively, and worked on a postdoctoral project in bioinformatics at Department of Mathematics, Stanford University. Prior to Stanford, Katherine attended Peking University in Beijing and Kalamazoo College in Michigan, where she gained her BA with honors
Focus:
- Biotechnology / Biopharmaceuticals
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| Zarak Khurshid |
Vice President, Equity Research
Medical Diagnostics & Life Science Tools
Phone: (415) 274-6823; Fax: (415) 274-6824; E-mail: zarak.khurshid@wedbush.com
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Zarak Khurshid is a senior equity research analyst, covering the Medical Diagnostics and Life Science Tools sectors. Previously he was Vice President and senior equity research analyst with Caris & Company. Prior to his start on Wall Street with Pacific Growth in 2004, Mr. Khurshid was a Research Associate with Cytokinetics and an Associate Bioengineer with Aurora Biosciences. Mr. Khurshid received a BS in Bioengineering and a BA in Economics from the University of California, San Diego.
Focus:
- Medical Diagnostics & Life Science Tools
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| Christine Hersey |
Analyst, Equity Research
Solar Technology
Phone: (213) 688-44311; Fax: (213) 688-6629; E-mail: christine.hersey@wedbush.com
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Christine Hersey joined Wedbush Securities in 2008 as a Senior Research Associate and became an Analyst in 2009, covering solar stocks.
Previously, Ms. Hersey was an Analyst at Efficacy Capital and Research Principal/Analyst at M.S. Howells & Co. Prior to working in the financial industry, Ms. Hersey was an Environmental Engineer/Project Manager.
Ms. Hersey earned an M.B.A. and M.S. in Finance from the Carroll School of Management at Boston College, a M.S. in Civil Engineering from Northeastern University, and a B.S. in Civil Engineering from Worcester Polytechnic Institute.
Focus:
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| Kerry Rice |
Analyst, Equity Research
Internet: Infrastructure
Phone: (213) 688-4538; Fax: (213) 688-6629; E-mail: kerry.rice@wedbush.com
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Mr. Kerry Rice covers the Internet Infrastructure industry.
Previously, he was Equity Associate Analyst, covering Communication Semiconductors, Networking Storage, and Communications Software at Pacific Growth, J P Morgan, and Hambrecht and Quist. Previous positions included Manager of R&D Accounting at Alcatel USA and staff accounting positions at Bank One and Coopers and Lybrand.
Mr. Rice received his MBA from Southern Methodist University, and his BBA in Accounting and Business Administration in Economics also from Southern Methodist University.
Focus:
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| Chris White |
Analyst, Equity Research
Movies & Entertainment and Entertainment: Toys
Phone: (213) 688-4423; Fax: (213) 688-6629; E-mail: chris.white@wedbush.com
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Chris White covers Entertainment and Media, focusing mostly on the toy and film industries.
Mr. White joined Wedbush Securities in May 2007, assuming coverage of the space in October of that year. Before joining Wedbush Securities, Mr. White followed the consumer electronics and toy industries as a Research Associate at Citigroup covering Hardline Retail. He has also held positions with Salomon Brothers, the Boston Consulting Group and Harrah's Entertainment.
Throughout 2009, Mr. White has ranked highly in StarMine for earnings estimate accuracy, and currently earns one of the highest possible scores for performance during the trailing twelve-month period. Mr. White is also ranked 5-star (out of 5) for his accuracy during the most recent quarter as well as during the trailing twelve months.
Mr. White earned an AB degree from Harvard College and an MBA from the Stanford Graduate School of Business.
Focus:
- Toy Industry
- Film & Entertainment
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| Edward Woo |
Analyst, Equity Research
Entertainment: Toys and Internet Advertising / Media
Phone: (213) 688-4382; Fax: (213) 688-6629; E-mail: edward.woo@wedbush.com
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Edward Woo joined Wedbush Securities in 2001 as a Senior Research Associate, and became Equity Research Analyst in 2005, covering the Toy industry. In 2006, Edward transitioned coverage from the Toy industry to Internet & Digital Media.
Previously, Edward was Senior Associate, Valuation Services Group, PriceWaterhouseCoopers.
Edward holds a B.A. in Business Economics from University of California, Los Angeles, and an M.B.A. from Yale School of Management.
Focus:
- Entertainment: Toys
- Internet Advertising / Media
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| Sarah James |
Analyst, Equity Research
Healthcare Services & Managed Care
Phone: (213) 688-4503; Fax: (213) 688-6629; E-mail: sarah.james@wedbush.com
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Ms. James is an analyst covering the health care services and managed care sectors. She brings eight years experience following the industry, most recently as an analyst at Lehman Brothers where she was a senior contributing member the number two ranked team in managed care in the 2006 and 2007 Institutional Investor survey. Prior to that Ms. James covered the managed care sector at UBS as a member of the fifth ranked team in the 2005 Institutional Investor survey and served in increasing roles of responsibility on the healthcare services team at Cowen. Ms. James has also served as an analyst covering a range of sectors for Trust Company of the West and Poplar Forest Capital LLC.
Ms. James has an MBA with a focus in finance and strategy from UCLA Anderson School of Management and a BS in Finance from the Florida State University.
Focus:
- Healthcare Services & Managed Care
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| Gabriella Santaniello |
Manager, Consumer/Retail Market Research
Phone: (213) 688-4557; Fax: (213) 688-6629; E-mail: gabriella.santaniello@wedbush.com
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Gabriella Santaniello brings more than 15 years of experience in the fashion industry. Before joining Wedbush Securities, she was an independent consultant on brand, distribution and wholesale sales strategy specializing in department store and specialty chain retailers.
As a Gerson Lehrman Group Councils Member Scholar, she provided consultative advice to Wall Street analysts about the retail/apparel industry regarding; industry insight, consumer buying trends and attitudes, and product assortment and promotional initiatives. In addition, Gabriella consulted for !iT Jeans about department store strategy, distribution and flagship store development. She was also a co-owner of Linear Fashion, a mens denim line, where she managed sourcing, costing and merchandising.
A Fashion Industry veteran, Gabriella has worked for high profile, global brands such as Ralph Lauren Childrenswear, Nautica Enterprises, XOXO Jeans, Mossimo and Natori. She managed wholesale sales at Ralph Lauren Childrenswear for the Western Region (Macy's West and Northwest) and the Pacific Rim (Duty Free Shops). Her responsibilities ranged from managing and building brand integrity through financial planning to managing a team of merchandise coordinators to ensure performance at retail.
At Nautica Enterprises, Gabriella was an integral part in the re-launch of the women's division of Nautica Jeans Company where she managed major department store strategy and distribution and was responsible for the line being launched in influential specialty chains. She also worked as a Sales Representative for XOXO Jeans, the women's division of Mossimo, and Natori.
Gabriella received an M.B.A from the Anderson School of Management at U.C.L.A. as well as a Bachelor of Science degree in Italian from Georgetown University.
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Wedbush Securities
Equity Research Department
1000 Wilshire Boulevard
Los Angeles, CA 90017
Tel.: (213) 688-4520
Fax: (213) 688-6629
www.wedbush.com
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Career Opportunities
Equity Research