Financial Services >> Sector Roundtables >> March 15, 2004
MIKE MCMAHON, a Managing Director of Sandler O'Neill & Partners, LP,
joined the firm in 1998. He is responsible for covering West Coast banks
and thrifts, and mortgage finance companies on a national basis. Prior
to joining Sandler O'Neill, he was an Associate at UBS Securities in San
Francisco from 1996 to 1998, where he followed the mortgage finance
industry. From 1980 to 1996, he was with First Interstate Bank of
California where he was mainly focused on lending to the mortgage
finance industry. He earned his BA from the University of San Diego in
1980. He is a speaker at bank, thrift and mortgage banking conferences,
and is widely quoted in national business publications. Profile
JAMES BRADSHAW, Vice President, Senior Research Analyst, Financial
Services Team Leader, joined D.A. Davidson & Co. after seven years with
Pacific Crest Securities in Portland, where he headed the financial
services practice for the firm. Over that period, he provided research
coverage on bank and thrift stocks throughout the West. Prior to his
stint with Pacific Crest, he was a Commercial Bank Examiner with the
State of California Banking Department. He holds a Bachelor's degree
from the University of Oregon and also earned an MBA in 1992 from the
University of Oregon. Profile
Donald A. Worthington is First Vice President, Research covering banks in
California and the Pacific Northwest for Howe Barnes Hoefer & Arnett. Mr.
Worthington joined Hoefer & Arnett in 2002 as a research analyst with the
primary responsibilities of covering commercial banks and thrift institutions
based in California. He has over 35 years of management and analytical
experience in the financial services industry, including 26 years with the
Federal Home Loan Bank of San Francisco where he last served as Vice President,
Credit. He received a Bachelor of Science degree in Finance from San Jose State
University and an MBA degree in Finance from Golden Gate University. Based in
San Francisco, he was selected by The Wall Street Journal as the number one bank
analyst in the country for 2004. Profile
CAMPBELL K. CHANEY, CFA, is a Senior Vice President at Sanders Morris
Harris. He was previously associated with Sutro & Co., Sandler ONeill
and Partners, Rodman and Renshaw and the Federal Reserve Bank of San
Francisco. He is a member of the Institute of Chartered Financial
Analysts, the Association of Investment Management and Research and the
Security Analysts of San Francisco. Mr. Chaney received a BA in
Business/History from Principia College and an MBA from the American
Graduate School of International Management. Profile
over the past year or so?
Mr. Chaney: In the back half of 2003 the stocks of western banks had a
phenomenal run, pricing
