Martin Fridson
Chartered Financial Analyst
CEO, FridsonVision LLC

Martin Fridson is "perhaps the most well-known figure in the high yield world," according to Investment Dealers' Digest. Over a 25-year span with brokerage firms including Salomon Brothers, Morgan Stanley, and Merrill Lynch, he became known for his innovative work in credit analysis and investment strategy. For nine consecutive years through 2002, participants in the Institutional Investor All-America research survey ranked Fridson number-one in his category. The magazine's editors dubbed him "the dean of the high yield bond market."

The Financial Management Association International named Fridson the Financial Executive of the Year in 2002. In 2000, he became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. According to Barron's, "No one brings more insight or a better reputation for integrity to the junk-bond market than Marty Fridson." The New York Times called him "one of Wall Street's most thoughtful and perceptive analysts" and Grant's Interest Rate Observer labeled him "indispensable." Investment manager Michael McAdams described Fridson as "a hybrid of Stephen Hawking and Studs Terkel." Pensions & Investments called his satirical writing on financial markets "worthy of Jonathan Swift."

Fridson received his B.A. cum laude in history from Harvard College and his M.B.A. from Harvard Business School. He has been a guest lecturer at the graduate business schools of Babson, Columbia, Dartmouth, Duke, Fordham, Georgetown, Harvard, MIT, New York University, Notre Dame, Rutgers and Wharton, as well as the Amsterdam Institute of Finance. In January 1990, Institutional Investor selected Martin Fridson for its list of "The Next Generation of Financial Leaders." The New York Society of Security Analysts, in July 1994, called Fridson "one of our best known members." In 1997, Worth Magazine included Fridson's Investment Illusions among the 22 books published since 1841 constituting its investor's core library. Library Journal named Fridson's It Was A Very Good Year one of the best business books of 1998. Ross Perot wrote that Fridson's 2000 book, How to Be a Billionaire, "offers fascinating insight into the subject of building wealth." In 2000, The Green Magazine called Fridson's Financial Statement Analysis "one of the most useful investment books ever." The Boston Globe said that Fridson’s 2006 book, Unwarranted Intrusions: The Case against Government Intervention in the Marketplace, merits inclusion in the short list of best business books of the decade.

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Terry Flanagan, CFA
Research Analyst

Before joining FridsonVision, Terry Flanagan spent eight years as a journalist at Bloomberg LP, where he was most recently a corporate bond editor for Bloomberg News. Prior to Bloomberg, Flanagan worked in 401(k) plan administration, including positions at Bankers Trust and Kwasha Lipton. He earned a Bachelor of Arts degree in economics from Rutgers College in 1992 and was awarded the Chartered Financial Analyst designation in 2001.

Kristen X. Mahoney
Chief Administrative Officer

Mahoney began her career on Wall St. in 1994 as an editor and project manager working at firms such as Merrill Lynch, Rodman & Renshaw, and Waterhouse Securities. A graduate of Fairfield University in CT, she has worked with Fridson since 1998 where she was previously a Vice President/Managing Editor of the High Yield Strategy department at Merrill Lynch until 2002. In her role as CAO, she oversees the production and development of FridsonVision’s research products, coordinates marketing efforts, and manages the company’s operations. Mahoney joined FridsonVision in 2003 as a consultant before becoming an employee in 2006.

Karen Sterling, Ph.D., CFA,
Research Analyst

Karen Sterling contributes to FridsonVision's two research publications, supplying the weekly Security Selection, Sector Allocation, and Market Timing sections of Leverage World as well as the quantitative analysis underlying Marty Fridson's Big Picture articles in Leverage World and Distressed Debt Investor. Prior to joining FridsonVision as a quantitative and fundamental analyst, Sterling worked as an independent analyst providing clients with equity research on biotechnology and pharmaceutical companies. Before opening her consulting practice, Sterling earned two Masters degrees and a Ph.D. degree in Biochemistry and Molecular Biophysics from Columbia University, where she performed original scientific research in both breast cancer and leukemia. In 2003 and 2005, Sterling spent two seasons working as a research scuba diver in Antarctica, funded by the National Science Foundation. In 2006, she was awarded the Chartered Financial Analyst designation.