Research
Managing Director - Equity Capital Markets
J. Jeffery Fowlds 303.965.7964
jfowlds@wundernet.com
Director of Equity Research
Michael E. Hoffman 410.369.2620
mehoffman@wundernet.com
Analysts
Accounting & Tax Policy
Forensic Accounting
Michael C. Gyure, CPA 440.364.7473
mgyure@wundernet.com
Diversified Industrials
Environmental Services
Michael E. Hoffman 410.369.2620
mehoffman@wundernet.com
Brian J. Butler, CFA 410.369.2614
bbutler@wundernet.com
Jacob Hughes 410.369.2616
jhughes@wundernet.com
For-Profit Education
Trace A. Urdan 415.489.6809
turdan@wundernet.com
Jeff Lee 510.717.5377
jlee@wundernet.com
Transportation
Brian J. Butler, CFA 410.369.2614
bbutler@wundernet.com
Energy
Alternative Energy
Theodore O'Neill 212.402.2054
toneill@wundernet.com
Exploration & Production
Irene Haas 713.403.3980
ihaas@wundernet.com
Mostafa Dahhane 713.403.3986
mdahhane@wundernet.com
Master Limited Partnerships
John R. Cusick, CFA 212.402.2057
jcusick@wundernet.com
Utilities/Power
James L. Dobson, CFA 212.402.2059
jdobson@wundernet.com
Financial Services
Real Estate
Merrill Ross 703.307.9409
mross@wundernet.com
Regional Banks
Kevin B. Reynolds, CFA 901.251.2229
kreynolds@wundernet.com
Jeremy Lucas 901.251.1362
jlucas@wundernet.com
Healthcare
Medical Devices
Gregory J. Simpson, CFA 314.719.3467
gsimpson@wundernet.com
Technology, Media & Telecommunications (TMT)
Cable/Satellite Entertainment
Matthew Harrigan 303.965.7966
mharrigan@wundernet.com
Communications & Networking
Matthew S. Robison 415.572.0936
mrobison@wundernet.com
Sam Brownell 415.489.6818
sbrownell@wundernet.com
Information Infrastructure
Brian S. Freed, CFA 901.251.1353
bfreed@wundernet.com
Software-as-a-Service
Richard K. Baldry, CFA 617.953.8995
rbaldry@wundernet.com
Specialty Semiconductors and Components
William Sandy Harrison 410.369.2632
sharrison@wundernet.com
Blake T. Harper 410.369.2624
bharper@wundernet.com
A world class Equity Capital Markets Group (Broker Dealer) starts with value added thought provoking research. At Wunderlich Securities, Inc. (WSI) our analysts are domain experts with real access to management. In most cases they have 15 years of experience or come from industry with relevant experience. As such our analysts are able to find information and data that helps the institutional investor make better decisions.
Our approach to research and the WSI industry concentration targets areas of significant secular growth or extended cyclical growth. WSI does not seek to be all things to everyone as such we are focused today on five industry verticals: Diversified Industrials, Energy, Healthcare, Financial Services and Technology and Media & Telecommunications and Accounting.
We have a traditional approach to our Energy coverage, but also have Alternative Energy and Utility/Power and Environmental Services coverage to address the growing pressure for the United States to achieve increasing energy independence. We are solution agnostic; our approach is to bring a consistent discipline to evaluate what solutions would provide the best life cycle returns on capital and therefore provide value creating investment opportunities for our clients.
The US financial services sector is entering a sustained period of pronounced balance sheet restructuring. Our research coverage (Regional Banks, Real Estate, Specialty Finance and Property & Casualty Insurance) seeks to target those areas of this industry that offer the prospect of survivability and therefore opportunity for investors.
The distinction between Technology, Media & Telecom has steadily blurred with increasing overlap between software, hardware and content companies. Global advertising is a $500 billion market. There is a dynamic change occurring around the delivery of content and advertising to the consumer. The traditional media/entertainment business model is under siege from technology (digital, internet) and as such make up of this industry is changing and with that the allocation of the global ad dollar. Who are the survivors and in what format will the content and advertizing be delivered and consumed are all in flux.