Monday, August 9, 2010
Morgan Joseph has appointed four new managing directors to its institutional equity marketing group.
The new institutional sales managing directors include J. Sherman Bartley and Todd Clark, both of whom will cover West Coast institutions and operate out of California, and Chesley Snider and Gregory Pizzitola, who will be based in New York City.
Bartley most recently was managing director of institutional sales at Soleil Securities.
Clark was a managing director and head of equity capital at San Francisco-based Nollenberger Capital Partners for the past five years.
Snider’s most recent assignment prior to joining Morgan Joseph was as vice president of research sales at C.L. King & Associates, which he joined in 2007.
Pizzitola most recently was managing director and head of institutional trading at Brean Murray Carret which he joined in 2005. -Investment Dealers Digest
Tuesday, June 15, 2010
Morgan Joseph announced the appointment of two senior bankers to its healthcare investment banking group.
Jill Steier was named a managing director, and Jennifer Meyers joined as a director.
Within the group, Ms. Steier will continue her coverage of the life sciences, molecular diagnostics, regenerative medicine and healthcare IT sectors.
With over 20 years of banking experience, Ms. Steier has held senior positions with boutique investment banks Pennsylvania Merchant Group and, more recently, Emerging Growth Equities. She began her career at Prudential-Bache Capital Markets.
With 11 years of investment banking experience, Ms. Meyers spent her career as a specialist in mergers & acquisitions, focused primarily on the healthcare sector. Previously, she was a director in the global mergers & acquisitions group at Bank of America Merrill Lynch, where she executed numerous strategic advisory assignments involving healthcare services and medical technology companies. -Business Wire
Friday, May 21, 2010
Morgan Joseph announced that it has appointed William McDermott as a managing director and head of the company’s institutional group, a new position.
McDermott will report to John Sorte, president and CEO.
McDermott was most recently at Soleil Securities, a position he held for two years. He previously was with Wachovia Securities, W. R. Hambrecht, Hambrecht & Quist, Dean Witter Reynolds, C.J. Lawrence, Alex Brown & Sons, Kidder Peabody and Paine Webber, Jackson & Curtis.
Wednesday, April 28, 2010
Morgan Joseph announced the appointment of Rachel Beck as a vice president in the private placements group.
Ms. Beck has over 12 years experience raising private capital for public and private companies. Prior to joining Morgan Joseph, she was a vice president at Enclave Capital and also at Broadpoint Capital, where she was responsible for the evaluation and execution of various types of financings including PIPES, registered directs and late-stage venture financings. Her deal experience includes companies in the healthcare, technology and energy/alternative energy sectors. Before joining Broadpoint, she was also associated with UBS Warburg and JP Morgan. -Business Wire
Tuesday, April 27, 2010
Morgan Joseph has announced that Susan Quint has joined the firm as a partner in its energy practice, resident in London.
Quint has more than 20 years of nuclear industry experience in the UK, Europe and the US. She recently served as group legal director and company secretary for British Nuclear Fuels.
Thursday, April 15, 2010
Morgan Joseph announced the addition of Gregory K. Sullivan and John R. Anderson as senior vice presidents to its convertible bond sales and trading group.
With a total of approximately 28 years of Wall Street experience, both Sullivan and Anderson have a wealth of experience and knowledge of the convertible bond market.
Sullivan, most recently a senior vice president at BTIG, previously spent four years with the Argent Financial Group International in Dubai, UAE, where he served as a managing director in the brokerage division and as a member of the executive committee. As vice president, institutional convertible bond sales at McMahan Securities, he was a senior salesperson selling new issue convertible securities and involved in secondary sales/trading. He also was a vice president, international convertible bond sales with Lehman Brothers, both in New York City and London, marketing non-dollar (European, Japanese and Asian currencies, among them) and dollar denominated convertible securities, derivatives and synthetic products.
Anderson joins Morgan Joseph from Knight-Libertas, where he was director, convertible bond sales. For 12 years, through 2008, he was also associated with Wachovia Securities, in New York City, and Forum Capital Markets, a boutique convertible bond broker/dealer acquired by Wachovia in 2002. At Wachovia, he was an associate trader and more recently vice president/convertible bond sales. He began his Wall Street career with Mercator Partners. -Business Wire
Tuesday, April 13, 2010
Morgan Joseph announced the appointment of Jonathan M. Lowenberg as a managing director and head of private placements.
Mr. Lowenberg most recently was managing director-head private placements at the boutique investment bank of New York-based Merriman Curhan Ford, which he joined in 2009. Previously, he held similar positions with Kaufman Bros., a technology boutique bank, and Natixis Bleichroeder, a French based commercial and investment bank. He also has been associated in senior positions with Think Equity Partners, where he headed the alternative capital group; with UBS, where he served as executive director of its global private placement group; and with Victory Ventures. -Business Wire
Thursday, November 19, 2009
Morgan Joseph has appointed Bruce D. Jackson as senior vice president in the company’s equity research department where he will cover medical device companies.
Mr. Jackson most recently was a vice president, senior analyst at the Minneapolis, MN, office of Royal Bank of Canada. -Business Wire
Thursday, October 1, 2009
Morgan Joseph today announced the appointment of Xen A. Galinas as a managing director in its investment banking group to lead the firm’s activities in the shipping and marine sectors.
Mr. Galinas, who has lived in the U.S., England and Greece, has held senior executive management positions in the shipping transportation and real estate industries for over 20 years. Prior to joining Morgan Joseph, Mr. Galinas was the non-executive chairman of Manhattan Group Partners, a New York-based financial advisory firm focused on shipping transportation. Previously, he served as president of Olympic Tower Associates, executive vice president of Central American Steamship; and a member of the board of directors of Williston S.A., all of which are management and business operating arms of the Alexander S. Onassis Public Benefit Foundation. He served for 12 years as head of the Onassis Group’s business activities in the U.S. -Business Wire
Tuesday, September 15, 2009
Morgan Joseph announced the appointment of Mitchell S. Stern as a managing director in its healthcare investment banking group, where he will cover the medical device and healthcare IT sectors.
A 20-year Wall Street veteran, Mr. Stern has for the past 15 years covered middle market companies in the healthcare industry. Prior to joining Morgan Joseph, Mr. Stern was a managing director and head of healthcare & life sciences investment banking for SMH Capital, as well as managing director and head of healthcare & life sciences at Glocap Advisors. -Business Wire
Thursday, September 3, 2009
Morgan Joseph & Co. announced the expansion of its technology investment banking team with the appointment of Gene Ramirez and Richard Juarez as managing directors.
Ramirez and Juarez will lead Morgan Joseph’s technology investment banking effort in a newly established San Francisco, California, office. The team will focus on advising middle market, growth oriented technology companies in the United States and International markets, primarily in the internet, software, cloud services and clean technology sectors.
Prior to joining Morgan Joseph, Mr. Ramirez held various management positions at Nollenberger Capital Partners, Robertson Stephens, and Southwest Securities. He also founded two enterprise software companies based in Austin, TX. Mr. Ramirez has advised technology clients on approximately 40 public and private financings, in addition to mergers and acquisitions.
Mr. Juarez has more than 20 years of combined investment banking, strategy, and operations experience. He has advised technology clients on more than 45 public and private financings, as well as mergers and acquisitions. Mr. Juarez has provided advisory services for growth companies in the infrastructure software and services, hosting and networking sectors. Mr. Juarez was previously a managing director at Nollenberger Capital Partners and a managing director at Robertson Stephens in its infrastructure software and services practice. -Business Wire
Thursday, July 23, 2009
Morgan Joseph & Co. announced the appointment of Nancy Huggins as a managing director. Ms. Huggins, who has more than 20 years of related investment banking experience, will cover mid-cap industrial and consumer companies in the southwest, including those in the energy industry. Nancy has been active for many years in the region, and has worked with many middle market companies in the area. Ms. Huggins previously held senior investment banking positions at Bear Stearns, Wasserstein, Perella & Company and Credit Suisse First Boston Corporation.
Thursday, June 25, 2009
Morgan Joseph & Co. announced that Andrew Huang, who has covered the technology sector as a research analyst for the past 12 years, has joined its equity research department as a senior vice president. For the past four years Mr. Huang was a senior analyst, managing director in the San Francisco office of American Technology Research. Previously, he was an analyst, director, in equity research at CIBC World Markets Corp, and also served as an associate equity research analyst at Bear, Stearns & Co.
Wednesday, June 17, 2009
Morgan Joseph & Co. announced that Andrew Huang, who has covered the technology sector as a research analyst for the past 12 years, has joined the firm’s equity research department as a senior vice president. -Business Wire
Wednesday, June 10, 2009
Morgan Joseph & Co. has appointed Joseph J. Castro as managing director and head of convertible securities sales and trading, a new position. He reports to Matthew Stedman, who is in charge of fixed income. More recently, Mr. Castro was a managing director at Baird Patrick & Co., where he served as a senior manager and advisor to a multigenerational family trust and foundation. -Business Wire
Wednesday, April 29, 2009
Morgan Joseph & Co. announced the appointment of Daniel H. Davidson as a director in the firm’s healthcare investment banking group. Mr. Davidson has 14 years of experience covering various healthcare services sectors. Mr. Davidson will be responsible for delivering the firm’s capabilities to clients in the healthcare services industry. Prior to joining Morgan Joseph, Mr. Davidson was most recently a senior healthcare banker at Jefferies & Co.-Business Wire
Wednesday, April 15, 2009
Morgan Joseph announced the addition of three highly experienced professionals to its equity sales and structured products groups. Jeffrey Kaufman and Andrew Cohen have joined equity institutional sales, as managing director and senior vice president respectively. David B. Vegh was named a vice president with the firm’s structured products group. Cohen and Vegh will cover the Midwest markets; Kaufman will work out of the New York office.
Kaufman has held similar institutional equity sales positions with Monness, Crespi & Hardt; Sloate Weisman, Murray; and Jefferies. Previously he was an account executive with Oppenheimer, and an insurance sales/investment registered representative at David Learner Assoc.
Mr. Cohen most recently was a senior institutional salesman in the Canadian and Midwest regions of FTN Midwest Securities, where he built distribution for FTN’s research products.
Mr. Vegh’s experience includes structured products sales positions with BB&T Capital Markets and Legg Mason Wood Walker, in addition to a stint with Fitch Ratings.-Business Wire
Wednesday, February 4, 2009
Morgan Joseph announced that Colin C. Hill has joined the firm’s equity sales group as a managing director. He will cover markets in the South and Southeast. Mr. Hill most recently was a managing director in the Southern and Southwest Regions of CLSA/Calyon Securities where he built distribution for the firm’s Americas and Asian research products.-Business Wire
Tuesday, January 13, 2009
Morgan Joseph & Co. announced expansion of its corporate finance team serving middle market industrial companies with the appointment of two very experienced managing directors who have joined the firm’s corporate finance department. The new individuals are Christopher Chase and Thomas J. Gallagher.
Mr. Chase had been with CRT Capital for the past four years, where he served as a managing director and was involved in the origination and execution of a wide range of financing and M&A assignments for industrial companies. Mr. Gallagher has a strong banking background in the defense & aerospace sector, having been involved in the industry for at least 20 years and was most recently with Legend Merchant Group in 2006 as head of mergers & acquisitions, before becoming president of the firm the following year.-Business Wire
Wednesday, December 3, 2008
Morgan Joseph & Co. announced the appointment of Ilya Grozovsky as a senior vice president in equity research covering the technology industry. Mr. Grozovsky most recently was a partner at MAC Investment Management, a technology, media and telecom hedge fund based in New York City.-Business Wire
Wednesday, August 6, 2008
Morgan Joseph & Co. has expanded its international effort with the addition of a new senior equity research analyst, Z. James Chen, who will be covering Chinese companies listed in the U.S. Dr. Chen, who has five years Wall Street and over eight years global industry experience, was named a senior vice president. He joins Morgan Joseph from BB&T Capital Markets, where he covered chemical and advanced materials companies. He also served as an analyst of chemical companies at Fulcrum Global Partners.-Business Wire
Wednesday, July 30, 2008
Morgan Joseph & Co. announced expanded coverage of the healthcare industry in the life sciences sector, with the addition of a senior investment banker, Michael J. Innes, and a senior equity research analyst, Shiv Kapoor, to cover the field. Both joined the firm from Ferris, Baker Watts.
Mr. Innes joins the firm’s healthcare investment banking group headed by Marc A. Cabrera, managing director, which comprises four senior bankers focused on the healthcare services and life sciences sectors, and includes the recent addition of Ronald J. Zimmerer, director, formerly of the healthcare investment group at SunTrust Robinson. Mr. Innes, who was previously at Raymond James and First Union Securities, has served a broad spectrum of healthcare clients, including biotechnology and specialty pharmaceutical companies, specialty distributors, outsourced service providers and healthcare information technology companies.
Mr. Kapoor will provide research coverage of the biotechnology sector. Prior to joining Ferris, Baker Watts, he held senior research analyst positions at Citigroup and Montgomery & Co.-Business Wire
Wednesday, July 23, 2008
Morgan Joseph & Co. announced the addition of two new highly experienced individuals to its national institutional sales team. Richard J. Kneiser, Jr., who will cover the Midwest out of Milwaukee, and Richard Francis Knox, who will be headquartered in Boston, MA, both with over 22 years Wall Street experience, were named managing directors upon joining the firm.
Kneiser was most recently a vice president-institutional sales at Ferris, Baker Watts, serving money managers in the Midwest markets of Wisconsin, Michigan, Minnesota and Ohio, among others. He has also held senior institutional sales positions at Stifel, Nicolaus & Company and B.C. Ziegler and Company, in addition to having been an investment executive at both Piper Jaffray and Robert W. Baird & Co.
Knox previously was a senior vice president at LaBranche Financial Services, where he headed the Boston institutional trading desk. Other positions he has held include SVP and senior coverage trader at Raymond James & Associates, director of institutional trading at RBC Capital Markets, SVP NASDAQ trading at Tucker Anthony and VP of institutional trading at Adams, Harkness and Hill, all in Boston.-Business Wire
Wednesday, July 16, 2008
The investment banking firm of Morgan Joseph & Co. announced the expansion of its Miami, Florida office with the appointments of Ronald J. Zimmerer as a director and Michael Holland as a vice president. They join Marc A. Cabrera, a managing director, who founded Morgan Joseph’s Miami office in 2004.
Mr. Zimmerer most recently was a director in the healthcare investment group at SunTrust Robinson Humphrey in Nashville, Tennessee, prior to which he was the firm’s senior banker responsible for developing the South and Southwest Florida markets. During his career he also served as vice president of the healthcare investment banking groups at Banc of America Securities and Salomon Smith Barney.
Mr. Holland joined Morgan Joseph from JP Morgan’s Mid-Corporate investment banking group, where he focused on middle market companies and transactions across a variety of industries. Formerly an attorney, who graduated from Harvard University and the Columbia University School of Law, he has significant experience advising large and mid-sized companies on corporate and other business transactions.-Business Wire
Wednesday, June 18, 2008
Morgan Joseph & Co. announced formation of a new analytics and trading group that will operate in the secondary market for fixed income structured products. The Morgan Joseph team initially will trade such structured products as residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), structured credit securities (CLOS) and asset backed securities (ABS).
Morgan Joseph named Darren Wolberg and Dale S. Hoffman as managing directors and heads of the new group, reporting to Matthew Stedman, head of sales. Messrs. Hoffman and Wolberg were previously associated with the structured products group at BB&T Capital Markets.
Mr. Wolberg, who has 23 years of structured products trading experience, most recently was managing director of the alternative spread products trading desk at BB&T Capital. Previously, he was head trader and managing director at Legg Mason Wood Walker, dealing in a variety of structured and esoteric products.
Mr. Hoffman has over 20 years experience trading and managing all aspects of fixed income securities. At BB&T Capital, he was primarily responsible for trading and marketing collateralized loan obligations (CLOs) and trust preferred securities (TRUPs). He similarly served for more than 11 years at Legg Mason, where he oversaw a number of fixed income businesses, including heading the firm’s taxable fixed income business.
Also joining Morgan Joseph’s new fixed income structured products group is Jay Bisarya, who was named director, fixed income and who will be chiefly involved in marketing. Mr. Bisarya has previously been involved in the structured credit groups at RBC Capital Markets, ABN Amro and Deutsche Bank, as well as equity trading at Wedbush Morgan Securities.-Business Wire
Tuesday, March 11, 2008
Morgan Joseph & Co. announced that Adam Steinberg, who as an equity security analyst has covered the gaming and leisure industries for the past 10 years, most recently with Morgan Joseph, has become a director with the firm’s corporate finance group focusing on the gaming and leisure industries.
Mr. Steinberg has been succeeded in equity research by Justin Sebastiano, who previously had been a vice president at Nollenberger Capital Partners. He was also named a vice president. Prior to joining Morgan Joseph, Mr. Steinberg was director business evaluation at GTECH. -Business Wire
Thursday, January 17, 2008
Morgan Joseph & Co. announced the recent internal appointment of Scott Isherwood as head of its industrial group. Mr. Isherwood, managing director, will work with the firm’s co-heads of investment banking, Roger T. Briggs, Jr., and Mary Lou Malanoski, in coordinating and significantly expanding Morgan Joseph’s activities with industrial-related companies, including working with each managing director responsible for building products, capital goods, chemicals, environmental services, engineering & construction, steel services and water and wastewater sectors.
Mr. Isherwood has been with Morgan Joseph since 2002 and has 20 years of Wall Street experience providing general corporate finance and M&A advice, primarily to industrial-related companies, and includes positions at Salomon Brothers and ING Barings. He will also continue as head of Morgan Joseph’s engineering & construction and capital goods sectors. -Business Wire
Tuesday, November 27, 2007
Morgan Joseph & Co. announced that Jonathan W. Fitzgerald has been appointed a managing director in its investment banking group. Mr. Fitzgerald leads the firm’s cleantech investment banking practice in Los Angeles and now serves as a senior investment banker to West Coast clients across a variety of industries. Mr. Fitzgerald has 18 years of experience and has held senior banking positions in New York and London. Mr. Fitzgerald possesses a bachelor of arts (with distinction) from Bowdoin College. He has a master of science in economics from The London School of Economics and a master’s in business administration from The Wharton School of The University of Pennsylvania. -Business Wire
Tuesday, November 20, 2007
Morgan Joseph & Co. announced that Victor G. Caruso has been appointed a managing director in its investment banking group. Mr. Caruso is a managing director in the firm’s investment banking group and head of financial restructuring and special transactions, and is based in New York City. -Business Wire
Wednesday, November 14, 2007
Morgan Joseph & Co. announced the appointment of Margaret M. Guzman as head of the operations group. She was also named a senior vice president. Prior to joining Morgan Joseph, Ms. Guzman was chief operating officer of Barclays Capital Information Technology in New York City, where her day-to-day responsibilities included administration oversight, audit, compliance and resource and financial management.
In a separate action, Morgan Joseph announced the promotion of Michael Racaniello, an equities trader, to senior vice president, from vice president, in its equity and trading team. He joined Morgan Joseph six years ago. Previously, Mr. Racaniello was associated with Brokerage America, Ladenburg Thalmann & Company, HCFP Brenner Securities and Goldis Financial. -Business Wire
