Brian joins First Union Securities from Credit Suisse First Boston where he followed the multi-industry sector for six years. He was a runner-up in the prestigious Institutional Investor All-American Research poll in 2000, and a Best Up-and-Comer in the 1999 poll. Prior to Credit Suisse First Boston, Brian worked with Continental Bank as a security analyst. Brian received his MBA from the Kellogg Graduate School of Management and his BA in Economics from Saint Norbert College. He will work out of the First Union Securities’ Chicago equity research offices.
“We are thrilled to have Brian on board our research team,” said Anthony Gallo, National Director of Research for First Union Securities. “Brian’s extensive knowledge of the sector will prove invaluable to us in providing top-notch research in this area.”
First Union Securities' Equity Research division currently has approximately 40 senior analysts covering nearly 500 companies in nine main sectors: Communications, Technology, Real Estate, Healthcare, Industrial, Energy, Media, Consumer & Business Services and Financial Services.
First Union (NYSE:FTU), with $254 billion in assets and stockholders' equity of $15 billion at December 31, 2000, is a leading provider of financial services to 15 million retail and corporate customers throughout the East Coast and the nation. The company operates full-service banking offices in 11 East Coast states and Washington, D.C., and full-service brokerage offices in 46 states. Online banking products and services can be accessed through www.firstunion.com.
Important Notice: First Union Securities is the trade name under which Charlotte based First Union Corporation conducts its investment banking, merger and acquisition, asset management and mutual fund, brokerage and insurance businesses.
First Union Securities includes: (1) First Union Securities, Inc. (“FUSI”), a registered broker-dealer and member NYSE/NASD and SIPC providing investment banking, merger and acquisition advisory and brokerage services to corporations, individuals and other institutions throughout the United States; (2) First Clearing Corporation (“FCC”), a separately registered broker-dealer and member NYSE/NASD and SIPC, providing securities clearance and settlement services; (3) First Union Securities Financial Network Inc., a separately registered broker-dealer and member of the NASD and SIPC providing full service brokerage services; (4) the Capital Markets and Capital Management Groups within First Union National Bank (“FUNB”), a national banking association, and its subsidiaries, providing asset management, lending, structured finance, risk management, derivatives, and fiduciary services to institutions and individuals; (5) various subsidiaries within First Union Corporation providing investment advisory, administrative and other services to the Evergreen and Mentor families of mutual funds; and (6) various wholly-owned state insurance agencies.
Stocks, bonds, mutual funds or other securities offered or sold through First Union Corporation or any of its bank or non-bank subsidiaries are not deposits of any bank and are not insured, guaranteed or otherwise protected by the Federal Deposit Insurance Corporation or any other government agency; are not endorsed or guaranteed by First Union Corporation, FUNB or any bank; and involve investment risk, including possible loss of principal.
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