We are also a very collaborative firm and that is also a fantastic element of my job here.

Even after being in research for close to 15 years, I'm happy to find that there will always be new things to learn on a daily basis, new ways of doing things, new challenges to tackle, whether strictly in research or in the day-to-day management of CFRA Malaysia. The culture of excellence and the work flexibility offered at CFRA are far superior to my past experiences. There is no typical day. Chief Technology Officer & Chief Product Officer. He joined CFRA in April 2019. Prior to joining CFRA, John co-founded Samadhi Capital Partners, an investment advisor and equity research firm where he developed an investment process and framework targeted at tech sector equities, with a particular emphasis on gauging the impact of and identifying the long-term winners from artificial intelligence, machine learning, deep learning, neural networks, and related developments categorized under the larger “cognification of software” mega-trend. A couple items. And this while being such an integral part of our clients ’day to day. David is CFRA’s General Counsel overseeing the company’s legal, regulatory and compliance matters. The market is always changing and creating new opportunities each day.”. All Rights Reserved.

Ken is a thought leader that provides ongoing in-depth research and communications to key customer segments. CFRA analysts will share their research insights on the potential timeliness to federal legislation, outlook for addressable markets, and the industries and companies most likely to benefit. Chris Schenkkan is the head of Finance at CFRA, were he leads the company’s global financial affairs including statutory financial audits, budgeting/forecasting, tax compliance, monthly accounting closes, and accounts payable. The insight into corporate strategy, goals, and performance has been welcome from a knowledge, understanding, and alignment perspective. Prior to joining CFRA in 2017, Tim spent four years at KPMG in their Deal Advisory and Audit practices. Couple that with strong leadership, inspiring colleagues, and fascinating clients; what’s not to like! He transitioned into the investment field following four years as a mechanical engineer within the building automation and aerospace industries. Before joining CFRA in 2018, Colin spent three years in real estate private equity investing with Pennybacker Capital in Austin, Texas. Beth Piskora heads editorial operations for CFRA. He is responsible for general oversight of the firm’s Consumer sector strategy and recommendations by a team of equity analysts, for hundreds of securities. CFRA has one of the largest, most experienced and respected research teamsin the industry. Many companies talk about breaking down their silos, but here people do whatever it takes to get the job done – even if it’s not written in their job description. Every day is different- which is a good thing! Credit ratings, yields, volatility, credit risk, Timely equity and ETF option investment ideas, Daily morning updates and price watch alerts, Proprietary research methodology focused on future performance, not just past results, Leading source of independent mutual fund, ETF and other research, Used by more than 125,000 financial advisors. Weekly newsletter identifiesthe developments and trendsthat affect stock performanceand makes recommendations onwhen to buy, hold, and sell. Dan graduated from the University of Maryland and holds an MBA from Baruch College. In essence, that is what makes CFRA special. I’ll start off by checking in with our stellar engineering teams, to make sure they’re happy with what they’re working on and I’ve given them enough direction - often not the case! Prior to joining the firm, Nick was a litigator and corporate governance counselor at Wilson Sonsini Goodrich and Rosati, a Palo Alto, CA technology sector-focused law firm, and Jenner & Block in Chicago, IL, and a merger arbitrage and special situations analyst at a multi-strategy hedge fund, where he performed merger antitrust, litigation, SEC Enforcement, and regulatory risk assessments, and fundamental analysis. Tuna previously held a similar position at S&P Global Market Intelligence where he led a core team that created and implemented a proprietary S&P Core Earnings® framework, also serving on the firm’s Analytical Policy Board. Independence. in History/Education from Muhlenberg College, in Allentown, PA. PRIMARY RATIO ANALYSIS He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad. CFRA MarketScope Advisor. David Ibbeken is CFRA’s General Counsel overseeing the company’s legal, regulatory and compliance matters. Differentiation, Quality and Independence – The CFRA product differentiation and quality makes the firm so special and superior versus the competition. We had extremely tight deadline and very complex proposal to make. Prior to filling the HR role at SNL, Heather worked as the Director of SNL’s Content Operations. “Our collectiveness as a team is empowering and allows us to achieve our goal of helping investors navigate this volatile market.”. Will joined CFRA in April 2018 after leading quantitative strategy for a Registered Investment Advisor and a Long-Short Equity Hedge Fund. “What makes CFRA unique is the delicate balance of skepticism, curiosity and conviction that we experience throughout the company.”. Zach graduated from Brown University with BAs in Political Science and Italian Studies and holds an MBA from the McDonough School of Business at Georgetown University. He has also passed the FINRA Series 7, 55, 66, 86 & 87 exams. As brokers seek to fulfill their obligations under Reg BI, CFRA’s independent and objective research helps ensure you can serve the best interests of your retail investor clients.

Prior to joining CFRA, Mike served as the Director of Client Services and a member of the Senior Management Team at SNL Financial before the firm was acquired by McGraw-Hill in 2015.

“Everyone is empowered to be a stakeholder in CFRA's success.”. “I really enjoy helping clients uncover risks in their investment decisions, and thereby save money.”.

Matthew previously held the position of Industry/Equity Analyst at S&P Global Market Intelligence. Aniket Ullal is VP, ETF Data and Analytics for CFRA, one of the world’s largest providers of independent investment research. Matthew holds his Bachelor of Business Administration degree from Colorado State University and his MBA from Concordia University in Montreal, Canada. The freedom to provide independent research and provide my findings and conclusions without being influenced by other voices. I work more closely with the senior management team on a more consistent basis. She participates in projecting the firm’s 12-month S&P 500 price target. He has over 20 years of experience in sales management, team building and partner development including roles as the Executive Vice President of Sales and Marketing at WealthEngine and CEO of GMI Ratings, an independent provider of global corporate governance, forensic accounting and ESG ratings and research. He also spent the first dozen years of his career in various roles within the tech industry. David graduated from the University of Virginia with a BA in Economics and holds a JD from the University of Virginia School of Law. We have always delivered high-quality, cost-effective research focused on investors’ needs. We come together and do what’s best for our clients.”.

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