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Cassandra Toroian is the founder of Bell Rock Capital, LLC and serves as the firm’s Chief Investment Officer. Prior to launching the firm, she was a founder of Cohen Bros. & Co., as well as the Managing Director of CBT Investment Management Inc, an SEC Registered Investment Advisor. Ms. Toroian began her career as a buyside analyst at a Pennsylvania-based mutual fund company. She then became a sell-side analyst covering the banking sector for Ryan Beck & Co.Ms. Toroian was named one of the top five analysts in the country as a Wall Street Journal “All Star” Analyst for her stock picking in the sector in 1999. It is this knowledge of the banking sector which has made Ms. Toroian a frequently used resource about banks by national media, including CNBC, Bloomberg Television, The Wall Street Journal, and various print media including The Philadelphia Inquirer and The Boston Globe. She currently writes a column for The Evening Bulletin. |
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Jacqueline Reeves is Managing Director of Bell Rock Capital, LLC. She heads the firm’s bank research and portfolio strategy group. Prior to joining Bell Rock Capital, Ms. Reeves was Managing Director at Ryan Beck & Co., leading the financial institutions research effort.She was responsible for a research team with more than a hundred companies under coverage with market capitalizations ranging from $20 million to $30 billion. Her coverage universe has included regional commercial banks, trust companies, and Florida community banks and thrifts. |
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Patricia E. Ouimet is a Senior Investment Advisor and portfolio analyst at Bell Rock Capital, LLC. Prior to joining Bell Rock Capital, Ms. Ouimet was a Director at Putnam Lovell NBF where she was a top ranked analyst covering the asset management industry. During her tenure at the firm, she was voted as the top analyst in the firm’s Research Department for providing the “Top Stock” recommendation within the department. In 2002, she achieved high accolades with Institutional Investor Magazine and was named one of the Wall Street Journal’s “All Star Analysts” that year.Prior to her position at Putnam Lovell, Ms. Ouimet was an Assistant Portfolio Manager and Senior Financial Services analyst at John Hancock Funds where she co-managed the $3 billion John Hancock Financial Industries fund for eight years. Her responsibilities included analysis of international financial services equities, global investment banks, asset managers and global trust banks. During her tenure at the company, she was also a member of John Hancock’s bank equity research team. As part of the team she was responsible for the coverage of small and mid-cap U.S. banks and thrifts for the John Hancock Regional Bank fund.Ms. Ouimet has been quoted in the Wall Street Journal, Fortune Magazine, The Wall Street Transcript, Bank Investor Magazine as well as BuySide magazine. She has been a member of the CFA Institute and Boston Security Analysts Society since 1989. She is also a member of the Bank Analyst Association of Boston. |
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Kirsten Lopez is a Senior Investment Advisor at Bell Rock Capital, LLC. Prior to joining Bell Rock Capital, she was Vice President and Investment Advisor in Wealth Management at PNC Bank where she was responsible for portfolio management for high net worth clients and corporations. Ms. Lopez managed trust accounts as well as investment management and retirement accounts and served as part of a team that advised clients about retirement and estate planning issues. During her 16 year tenure with PNC, Ms. Lopez also was a securities analyst and assistant portfolio manager. Prior to working with PNC, Ms. Lopez was a securities analyst and manager of the short term portfolio for the University of Delaware’s endowment fund. Ms. Lopez has been a Certified Financial Planner since 1998 and received a BA from Smith College, majoring in Economics. For over 20 years, she has been a member of the CFA Institute as well as the CFA Society of Philadelphia. Kirsten Lopez can be reached at Kirsten@bellrockcapital.com |
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