Julie A. Fleischer
Analyst-Equity at Charter Equity Research, Inc.
Profile
Ms. Julie A.
Fleischer is a Managing Director at Charter Equity Research, Inc. since 2003.
She is responsible for global business development, customer relationships and equity research product expansion.
Her client list includes many of the largest mutual and hedge funds in the world with many of these relationships stretching back more than a decade.
Prior to Charter, Julie was an investment banker at JP Morgan where she worked on advising and executing numerous equity, debt and M&A transactions in the technology industry.
In addition, Julie worked on over 15 technology company IPO and Follow-On transactions, completing approximately $3.0 billion worth of public equity financing.
She began her
investment banking career at Hambrecht & Quist on the Communications, Systems and Semiconductors team.
Prior to H&Q, Julie worked for Merrill Lynch in its Private Client Services group.
She received her Bachelor of Arts degree from the University of California, Santa Barbara.
Julie A. Fleischer active positions
| Companies | Position | Start |
|---|---|---|
Charter Equity Research, Inc.
 Charter Equity Research, Inc. Investment ManagersFinance Founded in 2003, Charter Equity Research, Inc. is an independent equity research firm located in Colorado Springs, Colorado. The firm focuses on the wireless / telecommunications industry, providing in-depth, vertical coverage of industry services, equipment and semiconductor companies. | Analyst-Equity | 2002-12-31 |
Former positions of Julie A. Fleischer
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
 Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Corporate Officer/Principal | - |
| Hambrecht & Quist LLC | Corporate Officer/Principal | - |
Training of Julie A. Fleischer
| University of California, Santa Barbara | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Charter Equity Research, Inc.
Charter Equity Research, Inc. Investment ManagersFinance Founded in 2003, Charter Equity Research, Inc. is an independent equity research firm located in Colorado Springs, Colorado. The firm focuses on the wireless / telecommunications industry, providing in-depth, vertical coverage of industry services, equipment and semiconductor companies. | Finance |
| Hambrecht & Quist LLC | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
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