He is responsible for leading a global team of dedicated account managers to deliver best-in-class service for CFRA clients, developing the go-to-market strategy for client accounts, and driving user adoption of CFRA research. Sam Stovall is Chief Investment Strategist of U.S. Equity Strategy at CFRA. Previously he was Executive Managing Director at S&P Global. He currently authors a biannual industry survey called “Media”. Papua New Guinea Central African Republic Lithuania

CFRA has the best corporate culture I’ve experienced in my long career, and it cascades down from the CEO to all employees. As a smaller company, everyone is willing to wear whatever hat is needed on any given day and do it well. Tim is a forensic equity analyst, covering Asia-Pacific compannies. I am honored to be part of this working environment that supports employees and rewards excellence, integrity, and mutual respect. Independence. She conducts in-depth financial analysis and qualitative review of public-facing companies to produce custom reports for clients. Cuba Heather graduated from Mary Baldwin College with a BA in Business Administration. Garrett holds a B.A. That has not always been the case in my career. Antarctica 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! North Dakota Barbados Tuvalu He currently authors a biannual industry survey called “Media”. Curaçao Not only does it identify new investment opportunities but it also showcases CFRA's independent research.”. In October 2016, CFRA acquired and has since fully integrated the Equity and Fund Research business from S&P Global. The general election is only a few months away and polls show the Biden/Harris ticket leading by a wide margin. Before joining CFRA in 2018, Colin spent three years as an investment analyst in real estate private equity with Pennybacker Capital in Austin, Texas. Yukon, Firm Type Honduras Saint Kitts and Nevis

Heather is the Global Head of Talent, driving Talent strategy and related matters across the globe. Could Covid-19 Accelerate the Lab-Based Meat Industry? Prior to joining CFRA, Eram was Senior Director of Commercial Solutions at Fitch Solutions for buy and sell-side markets. Czech Republic Prior to joining CFRA in 2017, Chris was the Associate Director, Content Management at SNL Financial (now part of S&P Global) where he worked for twelve years to help the business scale to $250 million in revenues and over 3,000 employees. CFRA is one of the world's largest providers of independent investment research. Along with the Chief Investment Officer, she determines CFRA’s asset class allocation and equity sector level recommendations. Matthew is Vice President of Equity Research at CFRA.
Bhutan Prior to Fitch, Eram held product development roles at S&P Global and other information services firms. Sam Stovall is Chief Investment Strategist of U.S. Equity Strategy at CFRA. The detective work behind understanding and identifying new investment opportunities. My favorite part of my job is heading analyst training. Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K.

Law Firm Senior Director of ETF and Mutual Fund Research. Democratic Republic of the Congo “At CFRA we all work toward the same vision and goals.”. Peter is the CEO at CFRA where he is responsible for the global strategic leadership of the firm. This creates an environment that makes you want to get up and get things done. New Zealand Chief Technology Officer & Chief Product Officer. Second, I’ve really enjoyed leading the financial audit process across all of our entities with our external auditors. Ken is a thought leader that provides ongoing in-depth research and communications to key customer segments.

While having spent many years previously on the sell side, I have learned that the true independence of the CFRA research is what really sets us apart. It’s been a great learning process and has allowed me to develop a keener understanding of our financials across the company.

He transitioned into the investment field following four years as a mechanical engineer within the building automation and aerospace industries. People…even though I don’t get to work with everyone in our office as we expand and offer more products, I truly feel we are all on the same team, working towards the same goal of keeping our clients first in all that we do, by collaborating with each other to produce the best quality products that add value to our clients. The best part of my job at CFRA is the freedom I have to express myself. Chris Kuiper holds the Chartered Financial Analyst designation. Whether we’re helping institutional investors navigate ever more complex markets, professional investors preparing for retirement, or retail investors to set their kids up for college, CFRA is there. “I feel that curiosity is encouraged at CFRA, and I am motivated by the expertise of my peers.”.

Prior to joining CFRA, Sel worked in Equity and Fixed Income Research at Is Investment, the leading investment bank in Turkey. Though of course things never go to plan! Previously he was Executive Managing Director at S&P Global. He also holds a B.Sc.

She oversees CFRA’s portfolio management committee which manages five portfolios of stocks. Tuna is a CFA charterholder and a Certified Public Accountant (CPA). “I love the ability to collaborate with my colleagues and the ability to express myself in my research.”. Lindsey Bell is an Investment Strategist at CFRA. Afghanistan CFRA’s proprietary methodology engine blends forensic and fundamental equity, ETF & mutual fund research , data & analytics approaches to deliver actionable research for improved investment and business decision-making, Global qualitative and quantitative coverage, Asia Chip Foundry: It Is Not Just About Money, Airlines: Capitalizing on Enterprise Value Mispricing, Retail: What A Covid-19 Recovery Could Look Like. In addition, Beth works closely with colleagues in Research, Technology, Sales & Marketing and Finance to brainstorm new content initiatives and bring them to fruition. You always hear how first impression is the most important one. Also, the people at CFRA are great to work with. It keeps me fresh and excited for the next day. Peter graduated from Union College with a BA in Economics and holds an MBA in Finance and Entrepreneurial Management from The Wharton School, University of Pennsylvania.
“At CFRA, the team works as one and encourages each other, instead of competing with each other. We come together and do what’s best for our clients.”. Veronica Mercier is a Junior Analyst on the Bespoke Team within Forensic Research Services. He is responsible for fundamental equity research and analysis covering several segments within the Information Technology and Communication Services sectors, including enterprise software and SaaS/cloud providers, Internet advertising/social media platforms, and game developers. It's very liberating. This includes managing sales teams in North America, Europe and Asia, and ensuring they have strong pipelines to reach targets.

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