Financial Services >> Sector Roundtables >> December 8, 2003
Richard D. Weiss, Director of Financial Services, joined Janney Montgomery Scott LLC's research department as a bank and thrift stock Analyst in 1999. He was named by Forbes magazine in 2006 as the number three stock picker for thrifts and mortgage finance for 2005. Mr. Weiss also was selected by The Wall Street Journal as Best on the Street in the 2004 analysts survey. Additionally, he was named by Zacks Investment Research as a Five-Star Analyst in 2002 and 2001, and he was the winner of the first annual S&L securities stock-picking contest in 2001. Before joining Janney, Mr. Weiss was a Member of the corporate finance department at Ryan Beck & Co., Inc., where he assisted on more than 50 public offerings for community bank and thrift institutions. Mr. Weiss has more than seven years of experience as a banking and securities Regulator at the Federal Home Loan Bank Board and the Securities and Exchange Commission. He has authored several articles for financial industry trade publications, and he earned a B.S. in accounting from Pennsylvania State University and an MBA from George Washington University. Profile
LANA CHAN, Director, joined Advest at the end of 2002 as a senior
analyst covering the banking industry. She was previously with CIBC
World Markets for 10 years. Ms. Chan was part of a team recognized by
Institutional Investor as runner up for coverage of regional banks from
1994-1996. In addition, the CIBC World Markets small and mid-cap bank
research product has consistently been among the top rated by Greenwich
Associates. She holds a BS degree with a double major in Finance and
Information Systems from New York University. She is a member of the New
York Society of Security Analysts and the Bank Financial Analysts
Association of New York. Profile
JAMES ACKOR works as a financial services equity analyst for RBC Capital
Markets. He focuses on the thrift and mortgage finance industries and,
to a lesser extent, on community banking. He has worked for RBC Capital
markets for two years. Prior to joining RBC Capital markets, he worked
at Tucker Anthony for seven years. Profile
COLLYN BEMENT GILBERT, Senior Vice President of Ryan Beck & Co. LLC, has
been following the small and mid-cap bank and thrift sector on both the
buy and sell side for over nine years. Before joining Ryan Beck & Co. in
April 2002, she was a Senior Equity Analyst with Ferris, Baker Watts in
Baltimore. Prior to Ferris, she was an analyst with Hovde Financial, a
Washington, DC-based boutique investment banking firm. She is Series 7
licensed, received a BA in Economics from Bucknell University and is a
current member of Bucknell University's Alumni Board. Profile
perspective so far this year?
Mr. Ackor: This year has been a fairly interesting year from a stock
price perspective and
