Consumer >> Analyst Interviews >> July 26, 2004

SMALL & MID-CAP CONSUMER COMPANIES: KATHLEEN REED – STANFORD GROUP CO

KATHLEEN REED joined Stanford Group Company in 2003 as a Senior Vice President covering the consumer products space. Previously she was an Equity Analyst at Merrill Lynch for six years, beginning as an Industry Analyst in the steel group in 1996 and joining the personal care/household products group in April 1998. Ms. Reed was promoted to Assistant Vice President in August 1998 and Vice President in January 2000. Prior to joining Merrill Lynch, she worked as an Industry Analyst at Smith Barney (1995-1996). Ms. Reed began her investment career as a Portfolio Manager at Doheny Asset Management from 1994-1995. She received Honorable Mention in the 1999 and 2001 Institutional Investor surveys and also received Honorable Mention in the 2000 Greenwich survey. Ms. Reed earned her BS in Mathematics at the University of Miami and her MBA from the Anderson Graduate School of Management at UCLA. Profile
TWST: Please give us a quick overview of the Stanford Group Company.

Ms. Reed: Stanford Financial Group is a global network of affiliated

companies providing private banking, investment