Financial Services >> Sector Roundtables >> September 11, 2000
STEVEN N. WHARTON is a Vice President at Loomis Sayles & Company. He
previously worked as an Equity Analyst with Public Employees Retirement
System of Ohio. Mr. Wharton received a BBA degree from Ohio University
and an MBA from Miami University. He completed Level II of the CFA
Program and is a Board Member of New York Bank, Financial Analysts
Association and Boston Banc Analyst Association. Profile
MEREDITH A. WHITNEY is a Senior Vice President with First Union
Securities, where she follows the specialty finance sector in the
financial services industry area. Previously, she was associated with
CIBC Oppenheimer as an Analyst. Ms. Whitney holds a Bachelor's degree
from Brown University. Profile
JENNIFER S. SCUTTI is an Executive Director and a Senior Financial
Services Analyst in the Equity Research department of CIBC World
Markets. Since joining CIBC World Markets in March 2001, she has
initiated coverage on a number of sectors within the specialty finance
niche, including the financial technology sector, the commercial finance
group, the credit card/diversified finance issuers and the mortgage
finance companies. She has been featured on CNNfn and is regularly
quoted in a variety of publications. In 2001, Ms. Scutti was recognized
for her earnings estimate accuracy by The Wall Street Journal's 'Best On
The Street' analyst survey, after being named the top financial services
stock picker on Wall Street by the same survey in 2000. She was also
named one of the 25 best stock pickers in Wall Street according to
Bloomberg News and named as an earnings estimate sharpshooter by The
American Banker in 1996. Prior to joining CIBC World Markets, Ms. Scutti
was employed by Prudential Securities from 1994 to 2001 and Lehman
Brothers from 1991 to 1994. She began her Wall Street career in 1989 at
Brown Brothers Harriman. She has a BA from the University of Delaware
and received her MBA in Finance from Rutgers University. She is a member
of the Association of Investment Management Research. Profile
DAVID S. HOCHSTIM, CFA, is a Managing Director in the Equity Research
Department of Bear, Stearns & Co., Inc. in New York. He is responsible
for the firm's equity coverage on non-bank financial companies including
credit card companies, Government Sponsored Enterprises (GSEs), consumer
and commercial finance companies and mortgage insurers. Mr. Hochstim
joined Bear, Stearns & Co., Inc. in 1989 from Shearson Lehman Hutton,
where he also worked as an Analyst. Prior to joining Shearson Lehman,
Mr. Hochstim worked in the strategic planning department at Security
Pacific Bank in Los Angeles, CA. He received a BA degree from Brown
University and an MBA from the University of California at Los Angeles,
California. Mr. Hochstim is a Chartered Financial Analyst and a member
of the Bank and Financial Analysts Association. Profile
finance industry for us in Year 2000, the role these companies play in
the financial services' sector and the general
