Institutions & Corporations

Equities

Our Team

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Our research analysts are experts in their companies of coverage and are uniquely focused on providing insightful guidance, as well as identifying unique opportunities for growth.

Director of Research      
       
Chris Marinac Director of Research, Banks & Thrifts Analyst Email 404-307-5453
       
Dan Wantrobski, CMT Associate Director of Research, Technical Strategist Email 215-665-444 6
Financials
Jake Civiello Director, Banks & Thrifts Email 207-536-2171
Brian Martin, CFA Director, Banks & Thrifts Email 312-461-4346
Tim Coffey Director, Banks & Thrifts Email 925-393-5204
John Rodis Director, Banks & Thrifts Email 314-570-2671

Larry Greenberg, CFA

Managing Director, Insurance

Email

860-856-5731

Mitchel Penn, CFA

Managing Director, BDCs

Email

410-583-5976

John Rowan Director, Specialty Finance Email 646-940-6981 
     

Healthcare

 

 

 

Paul Knight, CFA Managing Director, Head of Healthcare Research  Email  212-888-2696 
     
Esther Hong Director, Biotechnology  Email  212-888-2525 
Yun Zhong Director, Biotechnology Email  212-888-2359

Infrastructure

 

 

 

Michael Gaugler Managing Director, Utilities & Infrastructure  Email 215-665-1359
       
Real Estate       
       
Rob Stevenson Managing Director, Head of Real Estate Research Email  646-840-3217 
       
   Tyler Batory Director, Travel, Lodging & Leisure  Email  215-665-4448 
       

Supervisory Analysts

 

 

 

Holly Guthrie Director, Supervisory Analyst & Editor Email 215-665-1268
   

Irene H. Buhalo

Vice President, Supervisory Analyst & Editor

Email

215-665-6510