Financial Services >> Analyst Interviews >> December 9, 2002

Life & Health Insurance: Steven Schwartz – Raymond James & Associates

STEVEN D. SCHWARTZ joined the financial services group at Raymond James & Associates in May 2000. He focuses on the life insurance and asset management sectors. Before coming to Raymond James, he was a Vice President and insurance and financial services Analyst at ABN AMRO. He has won a number of professional honors, including being named the top- ranked stock picker in both the full line/life insurance sector and in the property/casualty insurance sector in the 2000 Wall Street Journal All Star Analyst survey. In addition, he was honored as the top-ranked analyst in the same survey for life insurance estimate accuracy and ranked in the top five in both the 2000 and 1999 All Star Analyst Surveys for estimate accuracy in the property/casualty field. He also earned top-10 rankings in both the 1999 and 1998 Reuters Surveys for best sellside insurance industry analysts. He previously served as a Financial Analyst at Ladenburg, Thalmann & Co., Yamaichi International, Inc., and as a Research Associate at PaineWebber. He earned his Bachelor of Arts degree in Theoretical Economics and his MBA in Finance/Accounting from the University of California at Berkeley. Profile
TWST: Could you tell us about your coverage of life and health insurance

at Raymond James & Associates?

Mr. Schwartz: I cover life insurance for Raymond James, and I also cover