Financial Services >> Analyst Interviews >> November 22, 2004
JASON GOLDBERG is a Senior Vice President and Senior Research Analyst in
the Equity Research department at Lehman Brothers, covering both the
large cap and mid-cap bank industries. He began covering the banking
industry in June 1995 at Smith Barney and then at Salomon Smith Barney.
He joined Lehman in July 2000. He was named to Institutional Investor
magazine's All-American Research Team in 2004, securing a runner-up
position in its large cap bank category and ranking number one in its
mid-cap bank category. He ranked number one in mid-cap banks in 2002
and 2003 as well. He received a Bachelor of Business Administration
degree from the University of Michigan and is a Chartered Financial
Analyst. He has been in the investment business for over nine years.
His current coverage universe encompasses 25 S&P 500 components and
exceeds $1 trillion of market cap. Profile
bank space?
Mr. Goldberg: I essentially cover every bank in the S&P 500, so my
coverage consists of the money center
