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Equity Research

The mission of Oppenheimer’s Equity Research department is to provide thoughtful, insightful and differentiated research so that our clients can make informed investment decisions. We consist of 37 senior research analysts covering approximately 550 companies across all of the major investing sectors. Our coverage encompasses roughly 50% of the S&P 500 by market cap, and is evenly balanced among large-, mid-, and small-cap companies. As a result, Oppenheimer Equity Research continues to be an important product for our retail, institutional, and corporate clients.

Sector Coverage

Our Consumer Research Team combines on the ground research with proprietary data analysis to help formulate investment views and stock opinions.

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Our Energy Team combines bottoms-up analysis with in-depth understanding of the macro backdrop to have a fully informed view of the sector.

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Our Financial Institutions equity research is focused and in-depth. We are known as thought leaders that conduct proprietary research, deep data analysis and rigorous financial analysis.

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Our Healthcare research includes healthcare services, healthcare information technology (IT), medical devices, biotechnology, biopharmaceuticals, and specialty pharmaceuticals.

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Our research coverage includes industrial machinery and flow control, industrial multi-industry, sustainable growth and resource optimization, industrial and business services.

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Our Technology Team looks for disruptive technologies that have the potential to create new markets or change the playing field in existing markets.

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John Parks
Name:

John Parks

Title:

Director of Research

John Parks joined Oppenheimer & Co. Inc. in 1989 as a senior institutional salesman covering the New York City territory. He became Head of Domestic Institutional Sales in 1995 and Head of Global Institutional Sales in 1997. In late 1999, John was asked to shift his career and become Head of Equity Research. John began his Wall Street career at the First Boston Corporation in 1983 as an investment banker and later as an institutional salesman. John holds a BA in economics from Princeton University and an MBA in finance from Columbia University.

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Name:

Erica Moffett

Title:

Associate Director of Research, Head of Research Marketing Services

Erica Moffett is the Associate Director of Equity Research at Oppenheimer & Co. Inc. She joined the firm in 2000 as an analyst in the travel and leisure space and subsequently covered e-Commerce companies before moving into her current position. Prior to coming to Wall Street, Erica worked at Yale University, the Rockefeller Foundation, the Philadelphia Orchestra, and Barnes & Noble in various corporate roles. She holds a BA in music from Rhodes College and an MBA from Yale University.

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