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Profilo
Mr. Steve Fleishman is Managing Director & Senior Analyst at Wolfe Research LLC.
He covers the utilities, power, renewables and oil & gas midstream sectors.
He also serves on the Executive Committee of Wolfe Research.
Before joining Wolfe Research in March 2013, Mr. Fleishman worked as a Managing Director and Senior Utilities Analyst at Bank of America from 2009 to 2013 where he also managed their research equity portfolios and U.S.
1 List.
Prior to Bank of America, he worked as a Portfolio Manager at hedge fund Catapult Capital Management from 2006 to 2009.
From 1996 to 2006, he was a Managing Director and Senior Utility Analyst at Merrill Lynch and before that, he held similar roles at Dean Witter Reynolds and Kidder, Peabody.
He received his undergraduate degree from Binghamton University in 1991.
Posizioni attive di Steve Fleishman
| Società | Posizione | Inizio |
|---|---|---|
Wolfe Research LLC
 Wolfe Research LLC Investment ManagersFinance Provides investment research | Analyst-Equity | 01/03/2013 |
Precedenti posizioni note di Steve Fleishman
| Società | Posizione | Fine |
|---|---|---|
Bank of America Capital Advisors LLC
 Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Corporate Officer/Principal | 28/02/2013 |
Catapult Capital Management LLC
 Catapult Capital Management LLC Investment ManagersFinance Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager. | Direttore degli Investimenti | 31/08/2009 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2005 |
Kidder Peabody
 Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | 01/01/1994 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formazione di Steve Fleishman
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
7
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
Bank of America Capital Advisors LLC
Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios. | Finance |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
State University of New York at Binghamton
 State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Catapult Capital Management LLC
Catapult Capital Management LLC Investment ManagersFinance Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager. | Finance |
Wolfe Research LLC
Wolfe Research LLC Investment ManagersFinance Provides investment research | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
