Equity Capital Markets

Asset Managers

  • Apollo Global Management LLC (APO)
  • BlackRock, Inc. (BLK)
  • Blackstone Group (BX)
  • Charles Schwab Corporation (SCHW)
  • E*Trade Financial Corp.(ETFC)
  • Eaton Vance Corp. (EV)
  • Federated Investors Inc. (FII)
  • Franklin Resources Inc. (BEN)
  • Invesco Ltd. (IVZ)
  • Janus Capital Group (JNS)
  • KKR & Co. (KKR)
  • Legg Mason Inc. (LM)
  • T. Rowe Price Inc. (TROW)
  • TD Ameritrade Holding Corp. (AMTD)
  • Waddell & Reed Financial Inc. (WDR)
  • WisdomTree Investments Inc. (WSDT)

Jason Weyeneth, CFA
Senior Research Analyst

Jason Weyeneth has been the lead analyst covering the Asset Management sector for Sterne Agee since launching coverage in March 2009. Prior to joining the Insurance research team at Sterne Agee in the summer of 2008, Jason spent two years as an analyst at Kinyan Capital Management, a Financial Services sector focused hedge fund. He also worked on the corporate bond desk at Credit Suisse as an Associate covering the Insurance sector. Prior to his time at Credit Suisse, Jason worked as a Research Associate following the Life Insurance sector at Dowling & Partners and Fox-Pitt Kelton. He is a graduate of the Stern School of Business at NYU and was awarded the Chartered Financial Analyst (CFA) designation in 2004.

Samuel Ross
Research Analyst

Samuel Ross joined Sterne Agee in March 2014. Prior to joining the firm, Sam spent two years at the law firm of Stein Farkas Schwartz & Fish LLP, where he focused on lending, real estate, and commercial transactions. Earlier in his career, he worked as an analyst for a family office in New York City. Sam received a J.D. from St. John’s University School of Law in 2008, and an M.B.A. in Finance from the Zicklin School of Business (CUNY Baruch) in 2010.