Financial Services >> Sector Roundtables >> May 20, 2002

Roundtable Forum: Central & Western Regional Banks

TERRY J. MCEVOY is Vice President - Research at Fahnestock & Co. Prior to Fahnestock, he was a Bank Analyst at Tucker Anthony Capital Markets from 1996 to 2001. Mr. McEvoy is a CFA and Vice President, Education, for the Maine Chapter of the Boston Security Analysts Society. He received his BA degree in Economics/International Relations from the University of Massachusetts. Profile
STEPHEN L. COVINGTON is First Vice President - Financial Institutions Research at Stifel, Nicolaus & Company. He was previously employed at Baird, Kurtz & Dobson, and Boatmen's Bancshares, Inc. He is a CFA and CPA (not licensed) and a member of AIMR, the St. Louis Society of Financial Analysts, the American Institute of CPAs and the Missouri Society of CPAs. He received a BS in Accounting from the University of Missouri at Columbia. Profile
JOSEPH A. STIEVEN is Senior Vice President and Director of the Financial Institutions Research Group at Stifel, Nicolaus & Company, Inc. Mr. Stieven formally established the company's coverage of the bank and thrift industries when he joined Stifel in 1985. He is widely quoted by both regional and national publications and has been a member of the Wall Street Transcript's Midwest Regional Banking Panel in each of the past 15 years. In addition, he has been recognized as the top analyst in the country for the Midwest region by the American Banker. He has worked on over 100 bank and thrift transactions over the past decade. Additionally, he has managed nine financial institution equity trusts, raising over $200 million and gaining national recognition. Prior to joining Stifel, Nicolaus, he was an analyst/examiner with the Federal Reserve Bank of St. Louis. He was responsible for designing and programming the cash flow analysis programs which were used by the Federal Reserve in reviewing merger/acquisition applications. He holds a BSBA and an MBA, both with concentrations in finance, from the University of Missouri-St. Louis. He previously has or currently serves on the Board of Directors of Stifel, Nicolaus & Company, the University of Missouri-St. Louis Alumni Business Board, and the St. Louis University High School Advancement Board. Profile
JAMES R. BRADSHAW is a Vice President, Senior Research Analyst at D.A. Davidson & Co. He joined DADCO after seven years with Pacific Crest Securities, where he headed the financial services practice for the firm. Over that period, he provided research coverage on bank and thrift stocks located throughout the West. Prior to that, Mr. Bradshaw was a Commercial Bank Examiner with the State of California Banking Department. He holds both a BS and an MBA from the University of Oregon. Profile
TWST: Terry, how do you define regional banks at Fahnestock? What

areas do you focus on?

Mr. McEvoy: Here at Fahnestock we focus our research efforts on

banks headquartered in the Midwest

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