Financial Services >> Analyst Interviews >> February 24, 2003

Outlook For Brokers & Asset Managers: L.smith/r.lee – Keefe, Bruyette & Woods

Lee, Robert
Robert Lee is a Managing Director at Keefe, Bruyette & Woods, Inc., responsible for research coverage of the asset management and trust and custody banking sectors. Mr. Lee has been named one of The Wall Street Journal’s “Best on the Street” equity research analysts multiple times. Prior to joining Keefe, Bruyette & Woods, Inc., in 2002, he spent a decade working as an Equity Research Analyst for UBS Warburg, formerly Paine Webber, where he covered the asset management, life insurance and investment banking sectors. Mr. Lee is a graduate of Rutgers University and earned an MBA from the Stern School of Business at New York University.  Profile
LAUREN SMITH is a Senior Vice President in the Research Department of Keefe, Bruyette & Woods, Inc., covering the US securities brokerage industry. Prior to joining KBW, Ms. Smith was a Vice President for Putnam Lovell Securities, also covering the securities brokerage industry. Ms. Smith has also held positions as Vice President and Senior Analyst at Salomon Smith Barney and Vice President and Analyst at Prudential Securities, following both the securities brokerage and asset management industries. Ms. Smith has also covered the commercial bank sector at both Dillon Read and CS First Boston. Ms. Smith received a BA from Hobart & William Smith College in Economics and an MBA in Finance from Fordham University. Profile
TWST: Lauren, can we start out with a quick overview of your


Ms. Smith: I am currently covering the traditional capital

markets firms as well as the national full lines, meaning