Best Practices for Equity Research Analysts:  Essentials for Buy-Side and Sell-Side Analysts
James J. Valentine, CFA, has been an equity research analyst for Morgan Stanley, Salomon Brothers, Smith Barney, and PaineWebber. During his career, he also served as Morgan Stanley's associate director of North American research and its director of global training and development, where he was responsible for implementing new programs for more than 1,000 employees located in financial centers around the globe. For 10 consecutive years,Institutional Investorranked him as one of the top three analysts within his sector. In 2006,Forbesnamed him one of the top three analysts among all 2,000 U.S. sell-side analysts that year. He has been recognized for his stock picking, earnings forecasts and client service from theWall Street Journal,Thomson Reuters,Institutional Investor,andGreenwich Associates. He holds a Masters degree in finance and the Chartered Financial Analyst (CFA) designation. He lives in a Connecticut suburb of New York City with his wife and three children.