Financial Services >> Analyst Interviews >> November 22, 2004


JASON GOLDBERG is a Senior Vice President and Senior Research Analyst in the Equity Research department at Lehman Brothers, covering both the large cap and mid-cap bank industries. He began covering the banking industry in June 1995 at Smith Barney and then at Salomon Smith Barney. He joined Lehman in July 2000. He was named to Institutional Investor magazine's All-American Research Team in 2004, securing a runner-up position in its large cap bank category and ranking number one in its mid-cap bank category. He ranked number one in mid-cap banks in 2002 and 2003 as well. He received a Bachelor of Business Administration degree from the University of Michigan and is a Chartered Financial Analyst. He has been in the investment business for over nine years. His current coverage universe encompasses 25 S&P 500 components and exceeds $1 trillion of market cap. Profile
TWST: Would you give us a quick overview of what you're covering in the

bank space?

Mr. Goldberg: I essentially cover every bank in the S&P 500, so my

coverage consists of the money center