Charles Fishman
Analyst-Equity chez Morningstar, Inc. (Research)
Profil
Mr. Charles Fishman, CFA MBA, is an Equity Analyst at Morningstar, Inc. He joined in 2012 and covers utilities sector.
Prior to joining Morningstar in 2012, Mr. Fishman spent over 12 years as an Analyst covering utilities and alternative energy stocks for A.G.
Edwards, Piper Jaffray, and Pritchard Capital.
Before becoming an Analyst, he was the President of subsidiaries of two NYSE-listed companies that were early entrants to the independent power industry.
Both companies underwent initial public offerings during his over 13 years as a Senior Manager.
Mr. Fishman holds a Bachelor’s degree in engineering from Purdue University, a Master’s degree in Engineering from the University of California at Berkeley, and a Master’s degree in Business administration from the University of Chicago Booth School of Business.
Postes actifs de Charles Fishman
| Sociétés | Poste | Début |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | 01/01/2012 |
Anciens postes connus de Charles Fishman
| Sociétés | Poste | Fin |
|---|---|---|
Pritchard Capital Partners LLC
 Pritchard Capital Partners LLC Investment Banks/BrokersFinance Founded in 2000 by Thomas Pritchard, Pritchard Capital Partners LLC is a broker/dealer located in Covington, Louisiana with additional offices in Atlanta, Houston, New York City and Falls Church, Virginia. They are a subsidiary of Glacier Partners Corp. The firm provides independent research to institutional investors. They focus on all segments of the energy industry including oil, natural gas and power. Pritchard Capital Partners is a member of the NASD and the SIPC. | Analyst-Equity | - |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Analyst-Equity | 30/09/2008 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Analyst-Equity | 30/09/2007 |
Suez Energy Cogeneration Corp.
 Suez Energy Cogeneration Corp. Electric UtilitiesUtilities Suez Energy Cogeneration Corp. developed, owned and operated community energy systems. Trigen operated efficient central plants which are staffed around the clock with highly trained, well supervised crews. From these central production plants, Trigen distributed steam, hot water, and/or chilled water to customer buildings through underground pipelines. Two of these plants incorporate cogeneration, which is the simultaneous generation of heat and power, while an additional four utilize trigeneration, which also incorporates generation of chilled water. The company was founded in 1986 and was headquartered in White Plains, NY. | Corporate Officer/Principal | 31/12/1995 |
| United Thermal Corp | President | 31/12/1992 |
Formation de Charles Fishman
| The University of Chicago | Masters Business Admin |
| Purdue University | Undergraduate Degree |
| University of California, Berkeley | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Suez Energy Cogeneration Corp.
Suez Energy Cogeneration Corp. Electric UtilitiesUtilities Suez Energy Cogeneration Corp. developed, owned and operated community energy systems. Trigen operated efficient central plants which are staffed around the clock with highly trained, well supervised crews. From these central production plants, Trigen distributed steam, hot water, and/or chilled water to customer buildings through underground pipelines. Two of these plants incorporate cogeneration, which is the simultaneous generation of heat and power, while an additional four utilize trigeneration, which also incorporates generation of chilled water. The company was founded in 1986 and was headquartered in White Plains, NY. | Utilities |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Finance |
Pritchard Capital Partners LLC
Pritchard Capital Partners LLC Investment Banks/BrokersFinance Founded in 2000 by Thomas Pritchard, Pritchard Capital Partners LLC is a broker/dealer located in Covington, Louisiana with additional offices in Atlanta, Houston, New York City and Falls Church, Virginia. They are a subsidiary of Glacier Partners Corp. The firm provides independent research to institutional investors. They focus on all segments of the energy industry including oil, natural gas and power. Pritchard Capital Partners is a member of the NASD and the SIPC. | Finance |
| United Thermal Corp | Utilities |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |