John D. Staszak, CFA
New York, NY 10025
Named best stock picker among analysts covering the restaurant industry in a Thomson Reuters/StarMine 2014 survey.
Rated third best analyst covering gaming and lodging companies in 2009 Wall Street Journal Survey; ranked fifth among restaurant analysts.
Ranked second best restaurant analyst in 2008 Wall Street Journal Survey and No. 2 stock-picker by Star Mine/Financial Times. Chosen second best stock-picker in restaurant category by Forbes in 2006.
Analyzed financial statements of hospitality companies, cruise lines and real estate investment trusts (REIT).
Prepared financial models to forecast earnings for hospitality companies, cruise lines and REITs.
Tax Consultant (temporary assignment) 2002-2003
Provided clients tax information regarding their brokerage accounts.
Research Analyst (economic downturn) 2000-2001
Gerard Klauer Mattison (Now BMO Capital Markets).
Estimated earnings for short and long positions in technology firms, cruise lines and REITs.
Equity Analyst (resigned to manage personal investments) 1998-1999
Standard & Poor’s
Prepared research reports on electric and natural gas utilities, and independent power producers.
Evaluated credits of electric and natural gas utilities and independent power producers.
University of Texas at Austin, Austin, TX
Major GPA: 4.00, Overall GPA: 3.80
University of Pennsylvania, Philadelphia, PA
HONORS & ACTIVITIES
Strong in Microsoft Excel, Word, PowerPoint, and Access
Scored a 700 on the Graduate Management Admission Test (GMAT)