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Financial Services

May 22, 2013
JMP Securities President Mark Lehmann was on CNBC’s Squawk Box discussing IPOs.
May 21, 2013
Ron Josey, analyst at JMP Securities, was quoted on Yahoo in a Los Angeles Times article.
May 20, 2013
Ron Josey, analyst at JMP Securities, appeared on Fox Business Network’s After the Bell to discuss Yahoo’s Tumblr acquisition.
May 20, 2013
JMP Securities President Mark Lehmann was quoted on the market’s activities and investor sentiment in a Reuters article.
May 20, 2013
Anthem Blanchard, CEO of Anthem Vault, was quoted in a BusinessWeek article on gold and silver prices.
May 17, 2013
JMP analyst Alex Gauna was on Yahoo! Finance’s Big Data Download discussing Apple.
May 17, 2013
Jeff Saut, Chief Investment Strategist at Raymond James, was on Yahoo! Finance’s Breakout discussing the market.
May 16, 2013
Anthem Blanchard, CEO of Anthem Vault, appeared on Bloomberg’s Lunch Money to discuss gold’s fall.
May 15, 2013
Erik Suppiger, Senior Research Analyst at JMP Securities, appeared on CNBC’s Closing Bell to discuss Cisco’s earnings.
May 13, 2013
JMP Equity Research Analyst Michael King appeared on Fox Business Network’s After the Bell to discuss his strategies for choosing biotech sector stocks.
May 13, 2013
Kevin Giddis, Head of Fixed Income Sales at Raymond James, appeared on Fox Business Network’s Markets Now to discuss his outlook for the markets and Fed.
May 10, 2013
CUNA’s Student Lending survey was featured on the front page of USA Today’s Money section in a “Snapshot.”
May 9, 2013
Jeff Saut, Chief Investment Strategist at Raymond James, appeared on Bloomberg’s “Lunch Money” to discuss the market.
May 9, 2013
Jeff Saut, Chief Investment Strategist at Raymond James, was quoted in a Reuters article on the latest jobs report.
May 9, 2013
David Trone, Senior Analyst at JMP, was quoted in a Bloomberg article on Greenhill.
May 9, 2013
Anthem Blanchard, CEO of Anthem Vault, was quoted in a MarketWatch article on silver prices.
May 7, 2013
Tim Rood, Partner and Co-founder of The Collingwood Group, appeared on Bloomberg’s Street Smart to discuss the housing market.
May 7, 2013
Anthem Blanchard, CEO of Anthem Vault, appeared on CNBC’s Closing Bell to discuss what stocks and indicators he’s watching.
May 7, 2013
JMP Securities President Mark Lehmann was on Fox Business Network’s Countdown to the Closing Bell to discuss software as a service and his real estate picks.
May 4, 2013
Paul Gentile, Executive Vice President of the Credit Union National Association, was quoted in a CNBC.com article on student loans.
May 3, 2013
Dan McMahon, Director of Equity Trading at Raymond James, appeared on CNBC’s Closing Bell to discuss the markets.
May 3, 2013
Scott Brown, chief economist at Raymond James, appeared on Fox Business News’ Markets Now to discuss the jobs report.
May 2, 2013
Raymond James Internet Analyst Aaron Kessler appeared on CNBC’s Squawk on the Street to discuss Facebook’s gains.
May 2, 2013
Ron Josey, analyst at JMP Securities, appeared on CNBC’s Squawk Box to discuss Facebook’s revenue gain.
May 2, 2013
Ron Josey, analyst at JMP Securities, was quoted in a Reuters article on Facebook.
May 2, 2013
Raymond James Internet Analyst Aaron Kessler was quoted in a Wall Street Journal article on Facebook’s earnings.
May 2, 2013
JMP analyst Alex Gauna appeared on Bloomberg West to discuss Intel’s new CEO Brian Krzanich.
May 1, 2013
Raymond James Restaurant Analyst Bryan Elliott was on CNBC’s Fast Money discussing Del Frisco’s Restaurant Group.
May 1, 2013
Scott Rostan, Training the Street founder and CEO, was quoted in a Forbes article on the Apple debt offering.
May 1, 2013
Mike Gibbs, co-head of the equity advisory group at Raymond James, was quoted in a Reuters article on global markets.
May 1, 2013
Tim Rood, Partner and Co-founder of The Collingwood Group, appeared on Bloomberg’s Street Smart to discuss the future of Fannie Mae and Freddie Mac.
April 26, 2013
Ed Moy, Chief Strategist for Morgan Gold, was quoted in a MarketWatch article about gold.
April 25, 2013
Raymond James Internet Analyst Aaron Kessler appeared on CNBC’s Closing Bell to discuss Amazon’s earnings.
April 25, 2013
JMP Equity Research Analyst Michael King appeared on BNN’s Market Sense to discuss the biotechnology sector and Celgene’s earnings.
April 24, 2013
Anthem Blanchard, CEO of Anthem Vault, was quoted in Bloomberg Business Week’s New Entrepreneur Blog in a story on the impact of recent gold price declines on storefront gold retailers.
April 24, 2013
JMP analyst Alex Gauna appeared on Bloomberg West to discuss the battle between Apple and Samsung in the smartphone market.
April 24, 2013
JMP Group President Carter Mack appeared on Fox Business News’ Markets Now to discuss the year ahead in IPO activity.
April 24, 2013
JMP analyst Alex Gauna appeared on CNBC’s Squawk on the Street to discuss Apple’s earnings.
April 23, 2013
Mike Schenck, Senior Economist for The Credit Union National Association, was quoted in U.S. News & World Report on why credit unions are the place to finance car purchases.
April 23, 2013
Paul Gentile, Executive Vice President of the Credit Union National Association, was quoted in a Fox Business News article about about the advantages of credit unions over banks when securing small business loans.
April 23, 2013
CUNA’s High School Student Borrowing Survey was featured in a Huffington Post article.
April 23, 2013
Raymond James Communications Technology analyst Tavis McCourt appeared on CNBC’s Squawk on the Street to discuss expectations for Apple’s earnings.
April 23, 2013
Adam Hewison, founder of INO.com, appeared on CNBC Asia’s Cash Flow to discuss Apple after its recent profit fall.
April 19, 2013
Ron Josey, analyst at JMP Securities, was quoted discussing Google’s earnings in MarketWatch.
April 18, 2013
Anthem Blanchard, CEO of Anthem Vault, appeared on CNBC’s Closing Bell to discuss U.S. Mint gold sales and GE’s earnings.
April 18, 2013
David Trone, Senior Analyst at JMP, was on Bloomberg Surveillance discussing Goldman Sachs and Morgan Stanley.
April 18, 2013
Edmund Moy, chief strategist at Morgan Gold, was quoted in a Reuters article regarding the demand for physical gold.
April 17, 2013
Mark Lehmann, President of JMP, appeared on CNBC’s Squawk Box to discuss his top stock picks in the software, real estate, and biotech sectors.
April 17, 2013
Ron Josey, analyst at JMP Securities, appeared on CNBC’s Closing Bell to discuss eBay’s earnings.
April 16, 2013
Scott Rostan, Training the Street founder and CEO, appeared on After the Bell to discuss challenges in identifying potential mergers and acquisitions.

Asset Management

May 20, 2013
Jacques Longerstaey, Senior Vice President at F-Squared Investments, was on Bloomberg Radio’s Taking Stock to discuss portfolio investing.
May 16, 2013
Chris Bertelsen, CIO of Global Financial Private Capital, appeared on CNBC Asia’s Cash Flow to discuss retail stocks.
May 16, 2013
Mebane Faber, CIO of Cambria Investment Management, was on Bloomberg Radio’s Bloomberg Surveillance to discuss Cambria’s new ETF.
May 16, 2013
Jeff Peskind, CIO of Phoenix Investment Advisor, appeared on Bloomberg’s Lunch Money to discuss the high yield bond market.
May 15, 2013
Bruno del Ama, CEO of Global X Funds, appeared on Fox Business Network’s After the Bell to discuss his market outlook.
May 15, 2013
Mebane Faber, CIO of Cambria Investment Management, appeared on Bloomberg’s Street Smart to discuss Cambria’s shareholder yield ETF launch.
May 13, 2013
Barbara Marcin, fund manager at Gabelli Asset Management, appeared on CNBC’s Fast Money to discuss dividend stocks.
May 13, 2013
Chris Bertelsen, CIO of Global Financial Private Capital, appeared on Fox Business Network’s Countdown to the Closing Bell to discuss the stocks he considers the best buys for investors.
May 8, 2013
Longboard CEO and CIO Cole Wilcox appeared on Bloomberg’s Street Smart to discuss Tesla.
May 2, 2013
Longboard CEO and CIO Cole Wilcox appeared on Fox Business Network’s Countdown to the Closing Bell to discuss Tesla.
May 1, 2013
Jeff Jonas, co-portfolio manager of the Gabelli Healthcare & Wellness Trust, appeared on CNBC’s Halftime Report to discuss the healthcare sector.
May 1, 2013
Chris Bertelsen, CIO of Global Financial Private Capital, appeared on CNBC’s Squawk Box to discuss the market and “old tech.”
April 29, 2013
Howard Ward, CIO of Growth Equities at Gabelli Funds, appeared on CNBC’s Countdown to the Closing Bell to discuss the market and provide Apple analysis.
April 26, 2013
Kevin Dreyer, Associate Portfolio Manager of The Gabelli Asset Fund, appeared on CNBC’s “Halftime Report” to discuss consumer sector stock picks.
April 25, 2013
Jeff Jonas, co-portfolio manager of the Gabelli Healthcare & Wellness Trust, was quoted in a Bloomberg article on Bristol-Myers’ earnings.
April 25, 2013
Kevin Dreyer, Associate Portfolio Manager of The Gabelli Asset Fund, was quoted in a Bloomberg article about the potential PepsiCo acquisition of Mondelez.
April 24, 2013
Peter Bain, President and CEO of Old Mutual Asset Management, appeared on CNBC’s Squawk Box to explain how ETF investors are missing opportunities.
April 24, 2013
Howard Ward, CIO of Gabelli Funds, appeared on Bloomberg’s Street Smart to discuss his investment strategy and the markets.
April 23, 2013
Chris Bertelsen, CIO of Global Financial Private Capital, appeared on Bloomberg’s In The Loop to discuss old vs. new technology picks.
April 22, 2013
Dan Miller, Portfolio Manager of the Gabelli Focus Five Fund, appeared on Reuters TV’s Wealth Strategies to discuss his fund’s investment strategy.
April 19, 2013
John Hummel, AIS Group CIO, appeared on After The Bell to discuss emerging markets and commodities.
April 19, 2013
Kevin Dreyer, portfolio manager at Gabelli Funds, was quoted on PepsiCo in a Reuters article.
April 18, 2013
Chris Bertelsen, CIO of Global Financial Private Capital, appeared on CNBC’s Cash Flow to discuss his stock picks going into the U.S. earnings season.
April 17, 2013
Jeff Jonas, portfolio manager at GAMCO, appeared on BNN’s Market Sense to discuss Abbott & St. Jude’s earnings and the healthcare sector.
April 16, 2013
Jeff Jonas, portfolio manager at GAMCO, was quoted in an article on Bloomberg.com about Johnson & Johnson’s latest earnings.
April 15, 2013
Howard Ward, portfolio manager at GAMCO, appeared on CNBC’s Squawk Box to discuss the gold market.
April 11, 2013
Mebane Faber, CIO of Cambria Investment Management, appeared on After The Bell to discuss investing strategies.
April 9, 2013
Muddy Water Research founder Carson Block appeared on Bloomberg’s Market Makers to discuss short-selling strategies.
April 9, 2013
Morgan Creek’s CEO Mark Yusko appeared on Bloomberg’s Market Makers to talk about Europe’s debt crisis and investment strategy in relation to Bank of Japan policy.
April 5, 2013
Bruno del Ama, CEO of Global X Funds, appeared on Street Smart to discuss the jobs report.
April 4, 2013
Jeff Jonas, portfolio manager at GAMCO, was quoted on the rise of healthcare stocks.
April 3, 2013
Global Financial CIO Chris Bertelsen appeared on Squawk Box to discuss the market.
April 3, 2013
Dean Curnutt, founder and CEO of Macro Risk Advisors, appeared on Squawk Box.
March 28, 2013
Portfolio manager for GAMCO, Barbara Marcin, co-hosted on Squawk Box.
March 27, 2013
Jeff Jonas, analyst for GAMCO, was a guest on Taking Stock to provide commentary on healthcare.
March 26, 2013
CEO of Global X Funds, Bruno del Ama, appeared on First Up to discuss MLPs.
March 20, 2013
Howard Ward, GAMCO portfolio manager, co-hosted Street Smart.
March 19, 2013
Jeff Jonas, portfolio manager for GAMCO, was interviewed discussing investment opportunities in the healthcare space.
March 15, 2013
Bruno del Ama, CEO of Global X Funds, appeared on Breakout to discuss Global X’s Dividend White Paper.
March 12, 2013
Barbara Marcin, portfolio manager at GAMCO, appeared on Squawk Box to discuss investment opportunities.
March 7, 2013
Rick Fier of The Conifer Group appeared on Closing Bell to discuss the trading environment.
March 7, 2013
Jack McDonald, President & CEO of The Conifer Group, was a guest on Taking Stock to provide commentary on the hedge fund industry.
March 6, 2013
GAMCO portfolio manager Howard Ward appeared on Squawk Box as guest host.
March 6, 2013
Barbara Marcin, portfolio manager for GAMCO, appeared on Fast Money to discuss the Dow and dividends.
February 28, 2013
Howard Ward, portfolio manager for GAMCO, appeared on In the Loop to discuss the markets.
February 25, 2013
Daniel Miller, Chairman of Gabelli & Co, was profiled on his fund and investment strategies.
February 25, 2013
Daniel Miller, Chairman of GAMCO, was profiled on his fund and investment strategies.
February 22, 2013
GAMCO’s Daniel Miller appeared on Taking Stock to discuss his investment ideas.
February 21, 2013
Howard Ward, portfolio manager for GAMCO, appeared on Squawk Box to discuss the markets.
February 20, 2013
CIO of Global Financial, Chris Bertelsen, appeared on Countdown to the Closing Bell to discuss the markets.

Professional Services / Technology

May 20, 2013
Tim Speiss, Chairman of Personal Wealth Advisors at EisnerAmper, appeared on CNBC’s Closing Bell to discuss the market.
May 16, 2013
EisnerAmper Partner Steven Kreit was quoted in The Wall Street Journal on the Fourth Annual Concerns About Risk Confronting Corporate Boards survey.
May 10, 2013
EisnerAmper Partner Nicholas Tsafos was quoted on the impact of the regulatory environment on the current lending climate in a Reuters article.
May 7, 2013
EisnerAmper partner Jim Hatch was quoted in a Compliance Week article on the accounting issues behind changing pay plans.
April 30, 2013
Peter Bible, Chief Risk Officer at EisnerAmper, was quoted in a Compliance Week article on insolvency clues.
April 23, 2013
Brian Fox, Founder of Confirmation.com, was quoted in a Compliance Week article on KPMG.
April 22, 2013
Brian Fox, founder of Confirmation.com, was quoted in a Crain’s Chicago Business article on how the National Futures Association uses Confirmation’s service.
April 16, 2013
Peter Bible, Partner and Chief Risk Officer at EisnerAmper, was quoted in the Wall Street Journal in an article about new accounting provisions on conflict minerals.
April 15, 2013
Brian Fox, Founder of Confirmation.com, was quoted in an article on CNBC.com on why businesses prefer a liberal arts education.
April 12, 2013
Peter Bible, Partner and Chief Risk Officer at EisnerAmper, was quoted in the Wall Street Journal in an article about the regulatory burden on community banks.
April 9, 2013
Diane Wasser, Partner-in-Charge of EisnerAmper’s Pension Services Group, was quoted in The Wall Street Journal’s “Morning Ledger” discussing 401(k) plans.
April 8, 2013
Jeffrey Rosenthal, Partner-in-Charge at Anchin, Block & Anchin’s Financial Services Practice, was quoted in an article by the Wall Street Journal about the new reporting deadline for alternative asset managers.
April 7, 2013
Greg Wank, Partner at Anchin, Block & Anchin, was quoted in Crain’s about the loosening of the credit climate.
April 4, 2013
Tim Speiss, chairman of Personal Wealth Advisors at EisnerAmper, appeared on Street Smart to comment on the jobs report.
March 22, 2013
Dan Yu, Managing principal for EisnerAmper, was featured.
March 21, 2013
Clarence Kehoe, tax partner at Anchin, Block, & Anchin, was extensively quoted in an article discussing taxation of pass-through entities.
March 19, 2013
Paul Gevertzman, partner at accounting firm Anchin, Block & Anchin, was quoted discussing newlyweds and taxes.
March 6, 2013
Peter Bible, Chief Risk Officer at EisnerAmper, was quoted on FASB guidance regarding reclassification of OCI.
March 6, 2013
Tim Speiss, chairman of Personal Wealth Advisors at EisnerAmper, was quoted on the Dow’s record high.
February 25, 2013
Founder Brian Fox and CEO Chris Schellhorn of Confirmation.com were quoted in an article discussing their use of Southwest Airlines as a growth tool.
February 12, 2013
Paul Dougherty, tax partner at EisnerAmper, was quoted discussing changes to whistleblower rules.
February 6, 2013
John Fodera of EisnerAmper was quoted in an article discussing the perils of sharing information with the government.
February 1, 2013
President and CEO of SQAD Neil Klar appeared on Bottom Line to discuss Superbowl Ads.
February 1, 2013
Tim Speiss, partner-in-charge at EisnerAmper, appeared on Street Smart to discuss investing in China.
January 29, 2013
Tim Speiss, partner-in-charge at EisnerAmper, appeared on Squawk Box to discuss the US budget reduction.
January 29, 2013
Michael Laverman of EisnerAmper was quoted in an article discussing FATCA regulations.
January 23, 2013
Brian Fox, founder of Confirmation.com, appeared on Market Sense to discuss accounting fraud.
January 16, 2013
Strata was featured in an article discussing ad spending.
January 7, 2013
John Shelton, CEO of STRATA, was quoted the advertising industry.
January 4, 2013
Tim Speiss, partner in charge of the personal wealth advisers practice at EisnerAmper, appeared on Closing Bell to discuss the fiscal cliff.
December 31, 2012
Tim Speiss, partner in charge of the personal wealth advisers practice at EisnerAmper was quoted on the potential impact of the fiscal cliff on equities.
December 27, 2012
Neil Klar, President and CEO of SQAD, was featured in an op-ed discussing the advertising industry.
December 21, 2012
Peter Bible, EisnerAmper’s chief risk officer, was quoted in an article about the FASB credit loss accounting issue.
December 19, 2012
Tim Speiss of EisnerAmper discussed end-of-year investment strategies on Bloomberg TV’s “StreetSmart.”
December 10, 2012
A subsidiary of General Patent, IPOffering’s research is cited in an article discussing the biggest patent deals of 2012.
November 28, 2012
Alex Poltorak, CEO of General Patent, was quoted discussing RIM’s patent litigation loss to Nokia.
November 16, 2012
Richard Ehrlickman, President of General Patent, was quoted discussing ongoing patent litigation and potential for settlements.
November 12, 2012
Tim Speiss of EisnerAmper appeared on Countdown to the Closing Bell to discuss the markets and China.
November 8, 2012
Mariana Moghadam, tax director at EisnerAmper, was quoted in an article discussing tax relief for victims of Hurricane Sandy.
October 24, 2012
Peter Bible, partner-in-charge of EisnerAmper, was quoted in an article discussing how smaller companies should benefit from revised internal-audit standards.
October 22, 2012
Nicholas Tsafos of EisnerAmper was quoted discussing the SEC.
October 12, 2012
Tim Speiss of EisnerAmper appeared on Taking Stock to discuss the markets.
October 9, 2012
Dan Yu, Managing Principal of EisnerAmper, was extensively quoted in an article discussing how to manage Roth 401(k) assets.
October 8, 2012
Peter Bible, partner-in-charge of EisnerAmper, was extensively quoted in an article discussing mandatory auditor rotation.
September 28, 2012
Tim Speiss of EisnerAmper appeared on Street Smart to discuss the markets, currencies, Europe, and investment strategies.
September 27, 2012
Tim Speiss of EisnerAmper was quoted in an article discussing the outlook on the equity markets.
September 25, 2012
Murray Solomon, tax partner at EisnerAmper, was quoted discussing online income.
September 17, 2012
Tim Speiss of EisnerAmper appeared on Closing Bell to discuss the markets.
September 11, 2012
Neil Klar, CEO of SQAD, appeared on Bottom Line to discuss political ads in swing states.
September 7, 2012
Marc Scudillo of EisnerAmper was quoted discussing pension planning.