Joining the Wells Fargo Equity Research team and reporting to Sam Pearlstein and Todd Wickwire, Co-Heads of Equity Research:
Gary Lieberman joins as Managing Director and Senior Analyst in the Health Care sector covering hospitals, dialysis providers, respiratory therapy, laboratories, inpatient rehabs, and LTACs (Long-Term Acute Care). He is a 17-year Wall Street veteran and joins Wells Fargo from Stanford Group Company where he led health care services research. He also has held senior positions at Morgan Stanley, including senior analyst covering health care services. He earned a BS from University of Delaware and is a CFA. He will be based in New York.
Tim W. Willi joins as Managing Director and Senior Analyst covering the transactional processing and financial technology sectors. He has 15-years of Wall Street experience and joins Wells Fargo from Avondale Partners where he led transaction processing and financial technology research effort. He was also with A.G. Edwards for 14 years as a senior analyst and group practice leader for the firm’s IT & business services research effort. He holds a BS from Bradley University and has been recognized as a Wall Street Journal All-Star for outstanding stock-picking. He will be based in St. Louis.
“The addition of Gary and Tim further strengthens our equity research in Technology and Health Care and brings total U.S. equity research coverage to over 550 stocks,” said Diane Schumaker-Krieg, Managing Director, Global Head of Research. ”The hires reaffirm Wells Fargo’s commitment to providing investors with independent, timely and high quality research to help them succeed financially. We will announce additional equity research hires in the Consumer and Real Estate sectors in the coming weeks and expect to add analysts opportunistically in other core sectors. By the end of this year, our universe should exceed 650 stocks."
Joining Wells Fargo’s Equities Sales & Trading group and reporting to Chris Bartlett, Managing Director, Head of Equities Sales and Trading:
Matthew Brown joins as Managing Director, Head of Cash Trading and Wachovia Automated Trading Solutions (WATS), based in New York. He was Bank of America’s Head of Cash and Program Trading and has 14 years of experience from Bank of America and Goldman Sachs.
Chris Mueller joins as Managing Director, Senior Coverage Trader, based in New York. He has 25 years of industry experience and comes from Bank of America where he was Head of NY Coverage Trading.
Reporting to Geoff Synder, Head of Institutional Sales:
Brian Kucich joins as Managing Director, Senior Institutional Sales, based in New York. He worked most recently at Bank of America and has 16 years of experience.
Brendan Toulouse joins as Managing Director, Senior Institutional Sales, based in New York. He has 14 years of industry experience, most recently at Bank of America and ABN Ambro.
Lisa Puelo joins as Director, Senior Institutional Sales, based in Boston. She joins from Bank of America and after 13 years in the industry.
Reporting to Matt Brown, Head of Cash & WATS Trading:
Michael Lorraine joins as Senior Financials Trader in New York. He joins from SAC Capital and also worked at Goldman Sachs. He has 15 years of experience.
“We’re excited to have these talented professionals join our expanding capital markets business,” said Bartlett. “We’re confident that they will enable us to leverage the core strengths of the Wells Fargo platform to provide enhanced equity services to our customers.”
Wells Fargo & Company is a diversified financial services company with $1.3 trillion in assets, providing banking, insurance, investments, mortgage and consumer finance through more than 10,400 stores, over 12,000 ATMs and the internet (wellsfargo.com) across North America and internationally.
The Equity Research and Equities Sales & Trading activities of Wells Fargo are conducted out of Wachovia Capital Markets, LLC. Wachovia Capital Markets, LLC is a registered broker-dealer, member FINRA, NYSE and SIPC and a wholly owned subsidiary of Wells Fargo & Company.