Global World Class Equity Research & Distribution

The Best of Fundamental Equity Research

Reasonably priced, with clear scope and no hidden demands

Global readership: >90% of the world’s AUM — reaching active and passive investors

Deliverables designed to measure performance

25+ years’ experience as a Sell-Side Analyst w/ Needham & Company, Wells Fargo, A,G. Edwards, H.C. Wainwright, and others
Previous experience in corporate finance/ strategic planning with Fortune 500 public tech companies: the Itek Corporation, Apollo Computer, Harvard Community Health Plan, Blue Cross Blue Shield of Massachusetts
Two-time winner The Wall Street Journal All-Star Analyst
Member, Institute of Electrical and Electronics Engineers, Penn Club NY
ASEE, BA, MBA

25+ years’ experience as a Sell-Side Analyst w/ UBS, Wells Fargo, Kaufman Bros., TD Cowen, Drexel Hamilton, Spartan Capital, and others
Previous experience in corporate/investment banking with Bank of America, UBS, and JP Morgan
Two-time winner The Wall Street Journal All-Star Analyst
Two-time winner Financial Times All-Star Analyst
Top 5% of all analysts globally for stock picking, top 7% of sell-side analysts for stock-picking per Tipranks.com
Chartered Financial Analyst (CFA) charter recipient – charter #22273
Chartered Market Technician (CMT) charter recipient – charter #366
Bachelors’ degree in finance and economics – Fairleigh Dickinson University
MBA degree in finance and international business – New York University, Stern School of Business

25+ years experience as a Sell-Side Analyst with Smith Barney, Credit Suisse, Bank of America, Cantor Fitzgerald and others
Previous experience in management, portfolio management and Investment Policy Committees
Ranked 15 times as a healthcare analyst by Institutional Investor
Chartered Financial Analyst and Member, CFA Society Boston and CFA Institute
B.S. in Pharmacy and MBA from the University of Kansas