POE FRATT joined A.G. Edwards & Sons, Inc., in 1999 to cover the oil
field service industry. Before joining A.G. Edwards, he had more than 14
years of experience as an equity and fixed-income investment analyst for
Lehman Brothers, Loews Corporation, Smith Barney and BT Alex. Brown. He
began covering the oil field service industry in 1994. It has been his
primary coverage since 1996. He graduated from Stanford University and
earned his Master of Business Administration degree from Cornell
University’s Johnson Graduate School of Management. StarMine research
honored him for his stock-picking skills in 2001. Past performance is no
guarantee of future results. StarMine is not affiliated with A.G.
Edwards, nor do they endorse any product or service A.G. Edwards offers.
Mr. Fratt is frequently quoted in The Wall Street Journal and other
major news publications as well as various industry publications,
including Oil & Gas Investor and Oil & Gas Journal.
PIERRE A. CHAO is a Managing Director and Senior Aerospace/ Defense
Analyst at Credit Suisse First Boston. Previously, he was associated
with Morgan Stanley Dean Witter, Smith Barney, JSA International and
Prudential-Bache Capital Funding. Mr. Chao received dual Bachelor’s
degrees in Political Science and Management Science from M.I.T. A
Chartered Financial Analyst, he is President of the Aerospace Analyst
Society
PHILIP RUEPPEL is a Partner in the Investment Research Group of
America’s Growth Capital, focused on the software sector. Prior to
joining the company, Mr. Rueppel was a Principal at T.A. Associates
where he focused on Internet infrastructure investments, including
storage, content management and systems management. Previously, he was a
Managing Director and Senior Computer Systems Analyst covering the
Internet infrastructure and computer systems sectors at Deutsche Banc
Alex. Brown. In addition, he was a Senior Analyst covering computer
systems companies at Sanford C. Bernstein & Co., Inc., and was an
Engineering and Marketing Manager at Hewlett-Packard. Mr. Rueppel has an
MBA from Harvard University and a BS in Electrical Engineering from Yale
University. He has completed both his Series 7 and 63.
PHILIP R. SKOLNICK is an Equity Research Analyst at Lehman Brothers.
Prior to joining Lehman Brothers he was associated with CIBC World
Markets as an Associate Research Analyst in Oil and Gas Exploration and
Production, as well as with AIM Management Group as a Budget Analyst. He
earned a BA in Economics from Bethany College and an MBA from Texas
Christian University. Mr. Skolnick is a member of the National
Association of Petroleum Investment Analysts. Sector ‘ energy
PHILIP K. FRICKE is a Managing Director and Automotive Analyst at CIBC
World Markets. Previously, he was associated with Goldman Sachs and
L.F. Rothschild. Mr. Fricke received his Bachelor’s degree and his
Master’s degree in Psychology as well as his MBA from Fairleigh
Dickinson University. In addition, he served four years in the U.S.
Army where he achieved the rank of Captain.
NICHOLAS LOBACCARO is a Senior Vice President and Senior Auto Analyst at
Lehman Brothers. Previously, he was associated with Merrill Lynch, Bear
Stearns, S.G. Warburg, and Goldman Sachs & Co. A Chartered Financial
Analyst, Mr. Lobaccaro received his Bachelor’s degree in Economics from
The Wharton School.
MATTHEW T. STOVER is a First Vice President at PaineWebber Incorporated.
Previously, he was associated with Bear Stearns & Co. Mr. Stover
received his Bachelor’s degree in Economics from Fordham University. He
is a member of the Automobile Analyst Splinter Group of New York and the
Society of Automobile Engineers.
RONALD TADROSS is a Vice President, Senior Auto Parts Analyst at
Prudential Securities. Previously, he was associated with Salomon Smith
Barney. A Chartered Financial Analyst, Mr. Tadross received his
Bachelor’s degree in Finance from Fairfield University.
PHILIP GUZIEC is a stock analyst at Morningstar covering the automotive
industry as well as assorted industrial companies. Before joining
Morningstar in 2003, he spent two years as a management consultant to
automotive, alternative energy and industrial companies focusing on
business planning and technology development. He also spent three years
as a product development engineer at Ford Motor Company. Mr. Guziec
holds an MBA with honors in Analytic Finance and Marketing from the
University of Chicago, where he had a partial academic scholarship, and
is a Phi Beta Kappa graduate of the University of Illinois at Urbana-
Champaign with Bachelor’s degrees in Economics and Mechanical
Engineering and a Master’s degree in Mechanical Engineering. Mr. Guziec
is a member of the engineering honor society Tau Beta Pi, and the
mechanical engineering honor society Pi Tau Sigma. He is a Level II
candidate in the Chartered Financial Analyst program.
PHIL NALBONE joined Salomon Smith Barney in September 1999 to cover
small cap stocks within the medical supplies and technology sector and
recently assumed responsibility for the large cap medical technology
stocks. Before joining the firm, he spent nearly five years as a Partner
at Volpe Brown Whelan & Co., where his main focus was on emerging
medical technology companies. Prior to that, Mr. Nalbone spent two years
at Hambrecht & Quist Inc. as a Medical Products Analyst. He is a Phi
Beta Kappa graduate of St. Lawrence University.
Phil Dodge, CFA, joined Tuohy Brothers Investment Research, Inc., in May 2009; he is a Senior Energy Analyst with a primary focus on companies in the E&P and oil service sectors. Mr. Dodge has an MBA from Harvard University and was previously an Energy Analyst at Merrill Lynch, Donaldson, Lufkin & Jenrette and most recently the Stanford Group. He is an 11-time member of the Institutional Investor “All-Star Analyst” team and a six-time member of The Wall Street Journal’s “Best on the Street” survey.Robert Morris joins Citigroup Investment Research & Analysis from Outpost Investment Group, where he was an Energy Trader and Portfolio Manager. He has more than 25 years of experience in the financial services and energy industries, having served as a sell-side Analyst from 1994 to 2007 with Paine Webber, Salomon Smith Barney and Bank of America Securities. Mr. Morris is a respected voice in the sector, ranking number one in the Institutional Investor poll from 2002 to 2007, and number one in the Greenwich Associates poll from 2003 to 2007. Previously, Mr. Morris worked in the energy sector as an Independent Consultant and with firms such as Wolverine Exploration and Mobil Corp. He holds an MBA from Harvard Business School and a B.S. from Colorado School of Mines.
PEYTON N. GREEN, an analyst with FIN Midwest Research Securities Corp.,
began his career in the brokerage industry in 1993 and has been a
research analyst since 1996. As an equity analyst he has focused on the
banking industry since 1998. Most recently, Mr. Green joined FTN Midwest
Research’s Nashville, Tennessee, office, where he has been responsible
for building the firm’s coverage of small and mid-cap financial
institutions since August 27, 2001. Previously, Mr. Green was
responsible for bank and thrift and insurance research at an employee-
owned broker-dealer headquartered in Birmingham, Alabama. In 2002, Mr.
Green was recognized as a Top 10 Stock Picker in the United States by
NASDAQ-STARMINE 2002 Analyst Award Winner survey. In May 2003, Mr. Green
was listed as the third best among 97 analysts who covered banks and
S&Ls in The Wall Street Journal’s ‘Best on the Street’ survey. He is a
graduate of The University of the South where he received a BS in
Natural Resources in 1993.
PEYTON GREEN joined FTN Midwest Research Corp. in August 2001 as a
research analyst covering small and mid-cap financial institutions.
Prior to joining Midwest’s Nashville office, he was most recently a
Managing Director with Sterne, Agee & Leach, Inc., where he was
responsible for coverage of approximately 30 institutions ranging in
size from superregionals to community banks from 1998 until he joined
Midwest. He has provided investment banking advice regarding strategic
planning, capital raising, and mergers and acquisitions to community
banks in the Southeast. He received a BA in Natural Resources from
University of the South.
