Senior Equity Analyst, Financial Services Sector
Greater Chicago Area
- Covered a wide range of financial stocks—regional, large-cap, and international banks, specialty finance companies, merchant acquirers, payment networks, and insurers- Provided sector commentary to media outlets including American Banker, PaymentsSource, Bank Director, The Wall Street Journal CNBC, Fox Business, NPR, and Bloomberg Television - Featured speaker on the investment implications of blockchain technology, 2018 Morningstar Investment Conference- Developed frameworks for assessing the competitive advantage of banks and payment networks utilized for all companies under coverage and published in “Why Moats Matter: The Morningstar Approach to Stock Investing” - Led the development of Morningstar’s credit rating methodology for the banking industry based on absolute and relative measures of capital adequacy, credit quality, earnings power, liquidity, and business quality- Two-time panelist at Bank Director’s “Acquire or be Acquired” conference- Trained and supervised junior analysts