Steve Fleishman

Steve Fleishman is a prominent stock analyst and Managing Director at Wolfe Research, LLC, where he specializes in the Utilities and Clean Energy sectors. He has garnered significant recognition in his field, being ranked #1 in Utilities over 15 times by the Institutional Investor “All-America Research Team” poll and was inducted into the Institutional Investor Magazine Research Hall of Fame in 2011. In the latest 2024 Institutional Investor All-America Research poll, his team was ranked #1 in Utilities and received runner-up honors in Clean Energy and Midstream categories.12

Professional Background

Before joining Wolfe Research in March 2013, Fleishman held several key positions:

• Bank of America (2009-2013): Managed Director and Senior Utilities Analyst, overseeing research equity portfolios.
• Catapult Capital Management (2006-2009): Served as Portfolio Manager.
• Merrill Lynch (1996-2006): Worked as Managing Director and Senior Utility Analyst, with prior roles at Dean Witter Reynolds and Kidder, Peabody.12

Education and Personal Life

Fleishman graduated from Binghamton University in 1991. He is actively involved in philanthropy, having established The Fleishman Center for Career and Professional Development in 2014. He resides in Manhasset, NY, with his wife Judy, and they have three grown children.13

Achievements

• Recognized for his analytical prowess, Fleishman has a success rate of approximately 57% on his stock recommendations, with an average return of about 9.6% per transaction.34
• His most notable stock recommendation was a buy on Vistra Energy, which yielded a remarkable return of +291.90%.3

Steve Fleishman's extensive experience and accolades make him a respected figure in the investment community, particularly within the utilities sector.