Financial Services >> Analyst Interviews >> April 4, 2001
NEAL M. EPSTEIN is an Equity Analyst at Putnam Lovell Securities, Inc.,
focusing on publicly-traded asset management companies as well as
companies in other industries with significant asset management
activities. He has also served as an Investment Banking Associate,
gaining experience in financial and deal analysis, due diligence, and
transaction execution within the investment management industry. He has
participated in the analysis and due diligence efforts on various
transactions while at Putnam Lovell. Prior to joining Putnam Lovell in
1995, Mr. Epstein was an Assistant Vice President at Yamaichi Securities
& Co., Ltd.'s New York subsidiary in the Mergers and Acquisitions and
Corporate Finance Groups. Earlier he worked in Morgan Stanley & Co.'s
Tax Exempt Securities Department on the development of models to support
new refunding products. He was an assistant economist in Marine Midland
Bank's Department of International Economics, where he participated in
the analysis and forecasting of debtor nations' external accounts. Mr.
Epstein graduated from the Darden Graduate School of Business
Administration at the University of Virginia, earning a Master of
Business Administration Degree and a Master of Arts Degree in Asian
Studies. He also holds a Master of Arts Degree in Economics from
Columbia University and a Bachelor of Arts Degree in Philosophy from
Swarthmore College. He is a Level III candidate for the CFA designation. Profile
JACQUELINE REEVES, Managing Director of Ryan Beck & Co., has more than
12 years of analytical experience and has spent the majority of her
career following mid-cap regional banks across the United States. Prior
to joining Ryan Beck, she was Director of Research for Putnam Lovell NBF
Securities, Inc., and also served as Managing Director of Mid-Cap
Regional Commercial Banks. Prior to joining Putnam Lovell in 1999, she
served as a Vice President, covering regional banks with Salomon Smith
Barney and Janney Montgomery Scott. Earlier in her career, she served as
a junior analyst with CSFB and NM Rothschild. She received a BS degree
from Cedar Crest College in Allentown, Pennsylvania. Profile
services companies as we preview the next 12 months?
Ms. Reeves: The group should continue to consolidate and converge,
