The Palladian research team is comprised of seasoned professionals with decades of experience in the investment management world. Some of our analysts have worked on both the sell side and the buy side, and have a strong understanding of the needs of our clients and a wealth of expertise in conducting equity research.

Harriet Baldwin, Director of Research

Harriet Baldwin, author of Industrial Bellwether Report, has followed Industrials since 1995 at Lehman Brothers and Deutsche Bank. Harriet was named in the Wall Street Journal's Best on the Street for both stock picking and earnings forecast accuracy for Diversified Industrials, and was a member of an Institutional Investor Global All-Star team for Industrials. Harriet started on Wall Street as an assistant in regional banks and then moved to strategy. Harriet is a summa cum laude graduate of Mount Holyoke College in Mathematics with high honors in English, and was a doctoral candidate in Mathematics at Columbia University. Although Harriet grew up in Seattle, she does not drink coffee.

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Jim Poyner, Research Analyst

Mr. Poyner has spent 20 years on Wall Street primarily as a sell-side technology analyst covering a variety of tech sectors from semiconductor to software to hardware at firms that include CIBC World Markets, Dain Rauscher and C.E. Unterberg Towbin. He is a five-time member of the Wall Street Journal's All-Star Stock Picking team, including 1997 when he was chosen the top stock picker for all industries. Before his Wall Street career, Jim was a reporter for five years for the Dallas Morning News and the Dallas/Fort Worth Business Journal after receiving a B.A. in journalism from the University of North Texas. Mr. Poyner is the author of Fundalytics.

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Eric Sites, Research Associate

Eric has been a research associate with Palladian Research since the beginning of 2002 and has collaborated with Murray Stahl of Horizon Research since the inception of The Scratch Report. Before joining Palladian, Eric worked in the Private Client Services division of Salomon Smith Barney. Prior to Salomon Smith Barney, Eric worked at Chicago-based Argonaut Insurance, where he analyzed environmental special claims litigations. Eric holds a B.A. from Southern Illinois University and an M.A. in Business Development from Columbia University.

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Gregory Niss, Research Associate

Greg comes to Palladian Research with 8 years of experience in the finance industry. Most recently, he was a member of the quantitative investment group at UBS Global Asset Management, an entity with $6 billion under management. There, he constructed portfolios and provided investment analysis for the equity and fixed income funds and institutional accounts. Prior to UBS, he worked as an Investment Consultant at BT Alex Brown and, before that, at PaineWebber. Greg has a B.S. in mathematics from Fairfield University and has completed level 2 of the CFA program.

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Christine Bae, Research Associate

Christine Bae has been with Palladian Research since late 2003. Prior to joining the firm, she worked as a sell-side equity research associate at C.E. Unterberg, Towbin. There, Christine conducted fundamental research and analysis on various technology stocks in the computing and storage-networking sectors. Christine has a B.S. in Finance and Information Systems from New York University’s Leonard N. Stern School of Business and is a Level III candidate in the Chartered Financial Analyst Program.

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Melissa Eisenstat, Advisor

Ms. Eisenstat is a 17-year veteran of the technology and financial industries. From 1993 through 2002, she analyzed software stocks at Oppenheimer and its successor firm, CIBC World Markets. As Managing Director and the lead software analyst at CIBC, her responsibilities included the coverage of industry leaders, as well the management of the software research team, a group that she grew to nine professionals covering over 45 stocks. She was named All Star Analyst in the Wall Street Journal for stock picking in 1996, 1997 and 1999. Prior to Wall Street, Ms. Eisenstat spent seven years in the technology industry. She worked for three years at Apple Computer in international marketing and US business development, and four years at Pillar Corporation, an applications software company where she spent a year in marketing and three years in direct sales. She was Pillar's top sales person in 1990. Ms. Eisenstat holds a BA and an MA from the University of Pennsylvania's School of Arts and Sciences and an MBA from its Wharton School.

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