Steve Fleishman

Analyst-Equity at

Wolfe Research LLC

Finance

Consumer Services

Profile

Mr. Steve Fleishman is Managing Director & Senior Analyst at Wolfe Research LLC.
He covers the utilities, power, renewables and oil & gas midstream sectors.
He also serves on the Executive Committee of Wolfe Research.
Before joining Wolfe Research in March 2013, Mr. Fleishman worked as a Managing Director and Senior Utilities Analyst at Bank of America from 2009 to 2013 where he also managed their research equity portfolios and U.S.
1 List.
Prior to Bank of America, he worked as a Portfolio Manager at hedge fund Catapult Capital Management from 2006 to 2009.
From 1996 to 2006, he was a Managing Director and Senior Utility Analyst at Merrill Lynch and before that, he held similar roles at Dean Witter Reynolds and Kidder, Peabody.
He received his undergraduate degree from Binghamton University in 1991.

Steve Fleishman active positions

Companies	Position	Start
Wolfe Research LLC Wolfe Research LLC Investment ManagersFinance Provides investment research	Analyst-Equity	28/02/2013

All active positions of Steve Fleishman

Former positions of Steve Fleishman

Companies	Position	End
Bank of America Capital Advisors LLC Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios.	Corporate Officer/Principal	27/02/2013
Catapult Capital Management LLC Catapult Capital Management LLC Investment ManagersFinance Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager.	Chief Investment Officer	30/08/2009
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/12/2005
Kidder Peabody Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading	Corporate Officer/Principal	31/12/1993
Dean Witter Reynolds, Inc. Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management	Corporate Officer/Principal	-

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Linked companies

Private companies	7
Bank of America Capital Advisors LLC Bank of America Capital Advisors LLC Investment ManagersFinance Bank of America Capital Advisors (BACA) and their affiliates provide investment solutions, portfolio construction advice and wealth management guidance across Merrill Lynch Global Wealth and Retirement Solutions (GWRS), a division of Bank of America. GWRS supports BACA in the management of the funds, including but not limited to, due diligence, investment selection, ongoing monitoring and portfolio reallocation of the portfolio funds/portfolio managers in the funds portfolios.	Finance
Kidder Peabody Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading	Finance
Dean Witter Reynolds, Inc. Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management	Finance
State University of New York at Binghamton State University of New York at Binghamton Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Catapult Capital Management LLC Catapult Capital Management LLC Investment ManagersFinance Catapult Capital invests primarily in the North American capital markets. The firm employs multiple portfolio managers with specialized expertise in particular sectors, industry groups, or financial products. Portfolio managers are generally making investments based on detailed fundamental analysis of the industry, company, or products. Within their particular specializations, the managers and their teams of analysts determine the optimal mix of instruments on a relative value basis, aiming to maximize return while minimizing direct market exposure and controlling risk. Using this approach, the firm seeks superior risk-adjusted returns while minimizing correlation to the overall market or specific investment sectors. Catapult Capital has in place risk management processes to achieve portfolio diversification with defined parameters for each portfolio manager.	Finance
Wolfe Research LLC Wolfe Research LLC Investment ManagersFinance Provides investment research	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance