Fogel joins First Union Securities from First Albany Corp, where he was a senior analyst covering the same industry. Prior to First Albany, Fogel was an associate analyst with Angelo Gordan and Co. where he was part of a research team covering Alternative Energy Technologies and Utilities. Fogel received his BA from Rutgers University. He will work out of First Union Securities’ New York equity research office.
“The addition of Bill to our team demonstrates First Union’s commitment to both emerging technologies and the energy field,” said Anthony Gallo, National Director of Research for First Union Securities. “The alternative energy space is cutting-edge, and we are excited that Bill will be leading this research effort. He provides a strong complement to our existing energy research team, which includes coverage of oil services and drilling, E&P, merchant power and utilities.”
First Union Securities' Equity Research division currently has over 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 $253 billion in assets and stockholders' equity of $16 billion at March 31, 2001, is a leading provider of financial services to 15 million retail and corporate customers throughout the nation. The company operates full-service banking offices in 11 East Coast states and Washington, D.C., and full-service brokerage offices in 47 states and internationally. 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.
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