Financial Services >> Sector Roundtables >> September 8, 2003
JOHN PANDTLE is a Senior Vice President with Raymond James & Associates,
where he provides research coverage on banks and thrifts located in the
Southeast and Southwest. Raymond James' regional approach to the banking
industry includes coverage of large, mid-, and small cap banks and
thrifts. Mr. Pandtle joined Raymond James equity capital markets in
April 2002. He began his Raymond James career in 1999 as a senior
financial services analyst covering the bank, thrift, consumer finance,
and asset management sectors at Eagle Asset Management. Before joining
Eagle, Mr. Pandtle was a sellside banking analyst with The Robinson
Humphrey Company for six years. During his tenure, Robinson Humphrey's
bank group was recognized for its stock picking skills by the Wall
Street Journal in its 1997 All-Star Analyst Survey. Mr. Pandtle has
spent his entire career focusing on Southeast and Texas banks as both an
analyst and an institutional investor and has extensive experience
covering super-regional, regional, and community banks. Mr. Pandtle
graduated from the University of Georgia, where he earned a Bachelor of
Business Administration degree in Finance. He also holds the Chartered
Financial Analyst designation. Profile
Jeffrey S. Davis is the Chairman and Chief Executive Officer for Perficient, Inc., where he leads daily business operations and directs the development and execution of the company’s global growth strategy and initiatives. He became the Chief Executive Officer of the company and a member of the board in 2009 and became Chairman of the board in February 2017. He previously served as the Chief Operating Officer of the company following its acquisition of Vertecon in April 2002 and was the company’s President from 2004 through 2021. He served the same role of Chief Operating Officer at Vertecon from October 1999 to its acquisition by the company. Before Vertecon, Mr. Davis was a senior manager and member of the leadership team in Arthur Andersen’s Business Consulting Practice, where he was responsible for defining and managing internal processes, while managing business development and delivery of all products, services, and solutions to a number of large accounts. Mr. Davis also served in leadership positions at Ernst and Young, LLP in the Management Consulting practice and in industry at Boeing, Inc. and Mallinckrodt, Inc. Mr. Davis is an active member of the board of directors of the Cystic Fibrosis Foundation of St. Louis, is a member of the University of Missouri Trulaske College of Business advisory board, and sits on the board for St. Luke’s Hospital. He holds a Masters of Business Administration degree from Washington University in St. Louis and a Bachelor of Science degree in electrical engineering from the University of Missouri. Profile
CHARLES N. ERNST joined Putnam Lovell Securities, Inc., in June 1999 as
a Research Analyst in the Commercial Banking sector. He was recently
promoted to Vice President. While at Putnam Lovell, Mr. Ernst's coverage
has focused on Southeastern banks, while dedicating time to other larger
issues within the banking sector. Prior to joining Putnam Lovell, Mr.
Ernst was an associate on the second highest ranked 1999 bank team,
according to Institutional Investor, while at Salomon Smith Barney.
Earlier he worked at Smith Barney Capital Management. Mr. Ernst holds a
BS in Economics from Denison University.
Jason Goldberg is a Senior Vice President and Senior Research Analyst at
Lehman Brothers covering the Regional Banking industry. He joined
Lehman in July 2000. He began covering the banking industry in June 1995
at Smith Barney and then at Salomon Smith Barney. He was named to the
Institutional Investor magazine's All-American Research Team for Mid-Cap
Banks in 2002, ranking #1, the inaugural year of this category. He also
placed second among all bank analysts in the 2002 StarMine/NASDAQ annual
survey for earnings estimate accuracy. He received a Bachelor of
Business Administration from the University of Michigan and is a
Chartered Financial Analyst. Profile
TWST: Jeff, what has gone on from a market perspective over the last sixmonths or year to date with Southern banks?
Mr. Davis: With regard to earnings, the numbers have been a bit better
than