Top Equity Analysts in Greater Boston Area

Namrita Kapur

Pipeline Fellow

Greater Boston Area

Pipeline Fellow

Advisory Board

Managing Director, Corporate Partnership Program

VP of Strategic Partnerships

Equity Analyst

Legislative Director

Biology and Theory of Knowledge Teacher

Yale University - Yale School of Management

Yale University

Princeton University

Recommendations: 2

Strategy

Environmental Policy

Impact Assessment

Strategic Partnerships

Sustainability

Corporate Social Responsibility

Financial Modeling

Entrepreneurship

n****[email protected]

Timothy Broome

Assistant Vice President

Greater Boston Area

Assistant Vice President

Officer

Senior Associate

Associate II

Equity Analyst

Associate I

Providence College

Northeastern University

Recommendations: 1

Investments

Mutual Funds

Finance

Securities

Asset Management

Banking

Trading

Auditing

t****[email protected]

Judy Hou

Private Equity Analyst

Greater Boston Area

Private Equity Analyst

Private Equity Associate

Analyst

Princeton University

Maggie L. Walker Governor's School

Recommendations: 1

Analysis

Program Management

Teaching

Facebook

Program Development

Customer Service

Public Speaking

Time Management

Yoni Engelhart, CFA

Managing Director

Greater Boston Area

Managing Director

Principal

MBA Student

Product Management

Business Strategy

Director of Quantitative Research

Equity Analyst - Technology, Media & Telecom

Harvard Business School

CFA Institute

Robert H. Smith School of Business - University of Maryland

University of Maryland

Recommendations: 1

Portfolio Management

Investment Management

Asset Allocation

Alternative Investments

Endowment Funds

Manager Selection

Team Management

Hedge Funds

y****[email protected]

Alex Weiss

Principal

Greater Boston Area

Principal

Summer Equity Analyst

Senior Associate Consultant

Consultant

The Wharton School

Harvard University

Recommendations: 0

Matias Cuadra

Research Analyst

Greater Boston Area

Research Analyst

Capital Markets Adviser

Co-Portfolio Manager

Equity Analyst

Investment Analyst

Massachusetts Institute of Technology - Sloan School of Management

Harvard University, John F. Kennedy School of Government

Pontificia Universidad Católica de Chile

Recommendations: 0

Capital Markets

Investment Valuation

Macroeconomics

Portfolio Management

Quantitative Research

Fixed Income Analysis

Asset Management

Daniel Reitsch

Class President

Greater Boston Area

Class President

Summer Sales and Trading Analyst

Founder & Owner

German National Parliament - Finance Subcommittee Intern

Tech and Biotech Venture Development

Equity Analyst

Dartmouth College

Dartmouth College - The Tuck School of Business at Dartmouth

Guilford High School

Recommendations: 0

Entrepreneurship

Microsoft Excel

Venture Capital

HTML

PowerPoint

Research

English

Stata

Florian Spinell

Equity Analyst

Greater Boston Area

Equity Analyst

Graduate Teaching Assistant Private Equity

Project Management Intern

Air & Ocean Division Intern

Brandeis University, Lemberg - International Business School

Università Commerciale 'Luigi Bocconi'

The Hong Kong University of Science and Technology

Recommendations: 0

Corporate Finance

Financial Modeling

Business Strategy

Trading

Microsoft Excel

Mergers & Acquisitions

Valuation

Economics

f****[email protected]

David Wagner

Equity Analyst

Greater Boston Area

Equity Analyst

Equity Analyst Intern

Summer Analyst

Consultant

Summer Financial Analyst

Wharton School, University of Pennsylvania

Yale University

St. Paul's School

Recommendations: 0

Financial Modeling

Valuation

Management Consulting

Strategy

Due Diligence

Rare Diseases

Conrad Trimbath

Summer Associate

Greater Boston Area

Summer Associate

Private Equity Analyst

Dartmouth College - The Tuck School of Business at Dartmouth

Middlebury College

Recommendations: 0

c****[email protected]

Charlotte Chen

PwC

Greater Boston Area

PwC

Statistical Consultant

Research Assistant

Equity Analyst

Boston University

University of Chicago

University of Michigan

Recommendations: 0

Data Analysis

Research

Data Mining

SAS

C++

Stata

Quantitative Analytics

c****[email protected]

Daniel Lavoie

Private Equity Analyst

Greater Boston Area

Private Equity Analyst

JD/MBA Candidate

Origination and Evaluation of New Investment Opportunities

Legal Intern White Collar Crimes

Legal Intern

Process Control Technician/Accounting

University Research Fellow

Clam/ Oyster Harvester

Legislative Intern

Boston College Law School

Boston College - Wallace E. Carroll Graduate School of Management

Boston College

The American University in Cairo

Recommendations: 0

Corporate Law

Financial Modeling

Legal Research

Analysis

Mergers & Acquisitions

Policy Analysis

Private Equity

Legal Writing

Tamara Sanderson

Kiva Fellow (Sponsored by Oliver Wyman) in San Francisco & Mongolia

Greater Boston Area

Kiva Fellow (Sponsored by Oliver Wyman) in San Francisco & Mongolia

Management Consultant

Senior Private Equity Analyst

Design Lead

Director, Corporate Development & Product Partnerships

Baylor University

Recommendations: 0

Microfinance

Mergers

Financial Modeling

Due Diligence

PowerPoint

Microsoft Excel

Management Consulting

Business Strategy

t****[email protected]

Jasmine Burton

Private Equity Analyst

Greater Boston Area

Private Equity Analyst

Investment Banking Summer Analyst, Healthcare Group

Intern

Harvard University

Arapahoe High School

Recommendations: 0

Leadership

Teaching

Advanced Mathematics

Computer Modeling

Social Media

Microsoft Word

Spanish

Chinese

g****[email protected]

Ben Strain

Company Name Paratek Pharmaceuticals

Greater Boston Area

Company Name Paratek Pharmaceuticals

Director, Investor Relations

Investor Relations Analyst

Portfolio Strategist / Equity Analyst

Bentley College - Elkin B. McCallum Graduate School of Business

University of New Hampshire Peter T. Paul College of Business and Economics

Recommendations: 0

Financial Modeling

Financial Analysis

Competitive Analysis

Valuation

Strategic Planning

Speech Writing

Investor Relations

Strategic Communications

s****[email protected]

Lindsey Rohan

Retail Banking Analyst

Greater Boston Area

Retail Banking Analyst

Equity Analyst

Facility Manager

Member Services Associate

Recreation Assistant

Redbird Arena Ticket Office

Office Assistant

Illinois State University

University of Saint Francis

Recommendations: 0

Microsoft Excel

Customer Service

Data Analysis

Microsoft Word

Microsoft Office

Management

Research

Sales

Lisa Falcone-Fellini

RIA Relationship Manager

Greater Boston Area

RIA Relationship Manager

Senior Wealth Advisor

Senior Financial Recruiter

Equity Research Consultant

Senior Equity Analyst

D'Amore-McKim School of Business at Northeastern University

Indiana University of Pennsylvania

Recommendations: 0

Investments

Investment Management

Portfolio Management

Asset Allocation

Financial Modeling

Mutual Funds

Investment Strategies

Retirement Planning

Erik Swenson

Global Director, Sales Operations

Greater Boston Area

Global Director, Sales Operations

Americas Sales Operations Manager

Divisional Sales Operations Business Manager (Telco)

Sales Business Analyst II

Forecast Analyst

Private Equity Analyst

Director, Revenue Analytics, Planning and Strategy

Director, Sales Operations

Boston College - Wallace E. Carroll Graduate School of Management

Bentley University

Recommendations: 0

Cloud Computing

Channel

Solution Selling

Salesforce.com

Enterprise Software

SaaS

Christopher Piccione, CFA

Senior Vice President, Portfolio Analytics & Operational Due Diligence

Greater Boston Area

Senior Vice President, Portfolio Analytics & Operational Due Diligence

Vice President, Head of Portfolio Analytics & Performance

Senior Equity Analyst / Portfolio Manager

Equity Analyst, Assistant Vice President

Controller, Assistant Vice President

Finance Manager, Assistant Vice President

Boston College

Boston College - Wallace E. Carroll Graduate School of Management

Recommendations: 0

Hedge Funds

Equities

Alternative Investments

Equity Research

Investment Management

Equity Valuation

Bloomberg

Factset

p****[email protected]

Andrew Shon

Private Equity Analyst

Greater Boston Area

Private Equity Analyst

Investment Banking Analyst

Private Equity Associate

Summer Analyst

Business Analyst Intern

Summer Analyst

Western University

Columbia University in the City of New York

Recommendations: 0

Jeff Bray, CFA

Director of Investor Relations

Greater Boston Area

Director of Investor Relations

Senior Portfolio Manager US and Global Sector Equities

Senior US Equity Analyst and Global Portfolio Manager

Senior Equity Analyst

Equity Research Analyst, Large Cap Equities

Small Cap Equity Research Analyst

High Yield Bond Research Analyst

High Yield Credit Analyst

Investment Associate

Harvard University

Recommendations: 0

Equities

Equity Research

Equity Valuation

Portfolio Management

High Yield

Telecommunications

Information Technology

Telcoms

j*****@kjkjb.com

Dean Ebozue

Equity Analyst Intern

Greater Boston Area

Equity Analyst Intern

Student Worker

Internal Wholesaler

Boston College

Peking University

St. Sebastian's School

Recommendations: 0

Teamwork

Microsoft Excel

PowerPoint

Data Analysis

Microsoft Word

Microsoft Office

Relationship Management

Team Leadership

Luke Zhou

Private Equity Analyst

Greater Boston Area

Private Equity Analyst

Chairman

Intern

Training the Street

Brandeis University, Lemberg - International Business School

Brandeis University

Isenberg School of Management, UMass Amherst

Westwood High

Recommendations: 0

Capital IQ

Financial Modeling

Bloomberg

Equity Research

Private Equity

Asset Managment

Economics

DCF

Neta Batscha

Undergraduate Researcher, Graf Lab, MIT- MISTI Spain Program

Greater Boston Area

Undergraduate Researcher, Graf Lab, MIT- MISTI Spain Program

Intern, CRS Domestic Social Policy Division, MIT Washington Program

TechAtlas Associate

Clinical Research Assistant, Neonatal Unit, MIT-Israel Program

Venture Associate

Equity Analyst

Board Observer

Undergraduate Researcher, Krieger Lab

Undergraduate Researcher, Avisar Lab

Student Researcher, Baresi Lab

VP, Biotech Investment Underwriting

Massachusetts Institute of Technology

Milken Community High School

Recommendations: 0

n****[email protected]

Josh Enzer

Manager

Greater Boston Area

Manager

Co-Founder and CEO

Private Equity Analyst

General Manager / Co-Founder

Business Analyst

Vice President Product Marketing

Associate

Questrom School of Business, Boston University

Recommendations: 0

Financial Modeling

Financial Analysis

Management Consulting

Management

Due Diligence

Valuation

Strategy

Corporate Finance

Magnus Sigurdsson

Senior Associate, Research

Greater Boston Area

Senior Associate, Research

Investment Professional

Finance Research Practicum

Analyst Part Time While a Student, Portfolio Team

Trader

Founder

Analyst Part Time While a Student, Portfolio Team

Equity Analyst

Massachusetts Institute of Technology

Shanghai Jiao Tong University

Háskóli Íslands

Recommendations: 0

Trading Strategies

Hedge Funds

Portfolio Management

Trading

Asset Allocation

Proprietary Trading

Technical Analysis

Investments

Anthony Le

Private Equity Analyst

Greater Boston Area

Private Equity Analyst

Analyst

Business Development Associate

Wesleyan University

CFA Program

The Steppingstone Foundation

Recommendations: 0

a*****@wesleyan.edu

Sasha Said

Investment Analyst

Greater Boston Area

Investment Analyst

Public Equity Analyst

Private Equity Analyst

Brown University

Middlebury College

Deerfield Academy

Recommendations: 0

s****[email protected]

Mark Bogar

Global Analyst/Portfolio Manager

Greater Boston Area

Global Analyst/Portfolio Manager

US Consumer Sector Team Leader

Portfolio Manager - Global Core Equities

Equity Analyst

Manager of Pricing Operations

Supervisor - Mutual Fund Accounting

Northwestern University - Kellogg School of Management

Penn State University

Recommendations: 0

b****[email protected]

Will Braman

Senior Equity Analyst

Greater Boston Area

Senior Equity Analyst

Principal

Chief Investment Officer

Equity & Credit Analyst

Portfolio Manager / Senior Analyst

Chief Investment Officer

Head of Investment Team - North America

CEO - Americas

Bucknell University

Eaglebrook School

Recommendations: 0

Equities

Mutual Funds

Risk Management

Executive Management

UCITS

Fund Of Funds

Alternative Investments

Hedge Funds

w****[email protected]

Eric S. Hoffman, PhD

Chief Business Officer

Greater Boston Area

Chief Business Officer

Vice President, Corporate & Business Development

Executive Director, Investor Relations & Corporate Communications

Director, Corporate & Business Development

Director, Investor Relations

Equity Analyst, Biotechnology

Associate Equity Analyst, Biotechnology

Associate Equity Analyst, European Biotechnology

Postdoctoral Fellow

Yale University

Trinity University

Carroll High School

Recommendations: 0

Biotechnology

Immunology

Business Development

Investor Relations

Clinical Development

Oncology

Biopharmaceuticals

Drug Development

Gary CFA

Finance Instructor

Greater Boston Area

Finance Instructor

Intern

Managing Partner, Chief Investment Officer

Managing Director, Portfolio Manager

Equity Research Associate

Portfolio Manager/Senior Equity Analyst

Massachusetts Institute of Technology

Stuyvesant High School

Recommendations: 0

Value Investing

Industry Analysis

Factset

Equity Research

Investments

Equities

Portfolio Management

Equity Valuation

g****[email protected]

Valbona Schwab

Investment Analyst Intern

Greater Boston Area

Investment Analyst Intern

Equity Analyst Intern

Senior Associate

Portfolio Manager, Alternatives Assets

Managing Director

Trustee and Investment Committee Chair

Investment Officer

Boston College - Wallace E. Carroll Graduate School of Management

University of Maine

American University in Bulgaria

Recommendations: 0

Investments

Portfolio Management

Hedge Funds

Alternative Investments

Financial Modeling

Investment Management

Due Diligence

Valuation

v****[email protected]

Amanda Jodoin

Account Manager

Greater Boston Area

Account Manager

Account Development Manager

Business Development Associate

Principal Specialist

Resource Development Intern

Registered Sales Associate/FMA Coordinator

Equity Analyst

Sales and Marketing Intern

Boston University

Tulane University - A.B. Freeman School of Business

Universidad Pontificia Comillas de Madrid (ICADE)

Recommendations: 0

Market Research

Financial Modeling

Financial Analysis

Data Analysis

Research

Gabriel Awad

Master of Finance Candidate

Greater Boston Area

Master of Finance Candidate

Private Equity Analyst

Private Equity Intern

Equity Research Intern

College consulting project

Massachusetts Institute of Technology - Sloan School of Management

Insper

Recommendations: 0

Corporate Finance

Business Strategy

Deal Execution

Valuation

Private Equity

Financial Analysis

DCF Valuation

Equity Research

g*****@mit.edu

Dean Freking

Performance Manager

Greater Boston Area

Performance Manager

Project Management/Consultant - Performance Principal

Director of Analytics

VP - Performance Manager

Head of Performance and Client Administration

VP - Performance Manager

VP - Product Development & Marketing

VP - Institutional Product & Performance Manager

Quantitative Equity Analyst

Actuarial Associate

University of Iowa

Briar Cliff University

Recommendations: 0

Marco Paschina

Summer Associate, M&A Advisory

Greater Boston Area

Summer Associate, M&A Advisory

Advisory Start Intern

President, Co-Founder

Private Equity Analyst

Co-Founder

Project Associate and IS223 Teaching Assistant

Co-Founder

Business Development

Boston University Questrom School of Business

American School of Milan

Recommendations: 0

Ali Ebrahimnejad

Finance PhD Student

Greater Boston Area

Finance PhD Student

Senior Equity Analyst

Research Assistant

Credit Analyst (Intern)

Scientific Analyst (Intern)

Analyst

Boston College

Queen's University

Universiteit Maastricht

State University of New York at Buffalo

Sharif University of Technology

Recommendations: 0

Risk Management

Data Analysis

Investment Banking

Matlab

Financial Modeling

Research

Microsoft Office

Economics

Jarrod Pelletier

Portfolio Manager

Greater Boston Area

Portfolio Manager

Equity Analyst

Sr. Investment Associate

Internal Advisor

Operations Internship

Merrimack College

Central Catholic High School

Recommendations: 0

Series 7

Mutual Funds

Investments

Bloomberg

Equities

Series 63

Equity Research

Asset Allocation

Edmond CFA

Vice President, Equity Analyst

Greater Boston Area

Vice President, Equity Analyst

Research Associate, Equity Analyst

The Tuck School of Business at Dartmouth

Vanderbilt University

Recommendations: 0

Equities

Valuation

Equity Research

Bloomberg

Financial Modeling

Investments

Hedge Funds

Portfolio Management

Alex CFA

MBA Summer Intern

Greater Boston Area

MBA Summer Intern

Client Advisor

Corporate Paralegal

Dealer Representative

Managing Director, Portfolio Management

Equity Analyst MBA Intern

Managing Director, Portfolio Management

Boston College - Wallace E. Carroll Graduate School of Management

University of Notre Dame

Recommendations: 0

Portfolio Management

Alternative Investments

Rick Morgan

Senior Investment Analyst

Greater Boston Area

Senior Investment Analyst

Senior Research Analyst

Equity Analyst

Financial Analyst, Mergers & Acquisitions

Middlebury College

Deerfield Academy

Recommendations: 0

r****[email protected]

David Dineen, CFA

Portfolio Manager/Analyst- International Small Cap Equities

Greater Boston Area

Portfolio Manager/Analyst- International Small Cap Equities

Senior Portfolio Manager, Analyst and Team Leader- Global/International Equities

Adjunct Professor of Finance

Senior Portfolio Manager and Team Leader- Global/International Equities

Equity Analyst - Emerging Markets

Product Specialist, Mutual Funds

New York University - Leonard N. Stern School of Business

Binghamton University - School of Management

Chaminade High School

Recommendations: 0

Portfolio Management

Security Analysis

Equity Research

Asset Management

Asset Allocation

Industry Research

Risk Analysis

International Equities

Asher Cheses

Investment Analyst

Greater Boston Area

Investment Analyst

Equity Analyst

Summer Analyst

Finance & Marketing Intern

Summer Intern

University of Maryland College Park

Maimonides School

Recommendations: 0

Julianne Nordstrom

Assistant Vice President - Global Asset Management

Greater Boston Area

Assistant Vice President - Global Asset Management

Senior Consultant

Consultant

Student Teacher

Lead Equity Analyst

Research Intern

Waitress/Busser/Hostess

Quantitative/Portfolio Analyst Intern

Isenberg School of Management, UMass Amherst

Universitat Autònoma de Barcelona

Recommendations: 0

PowerPoint

Word

Excel

Investments

Equity Research

Microsoft Excel

Microsoft Word

Portfolio Management

Sarah Kurinsky

Assistant Vice-President, Senior Accountant

Greater Boston Area

Assistant Vice-President, Senior Accountant

Accounts Receivable Clerk

Equity Analyst Summer Intern

Emory University

Emory University - Goizueta Business School

Boston University Graduate School of Management

Recommendations: 0

Cash Flow Forecasting

Financial Accounting

Financial Statements

Variance Analysis

QuickBooks

Finance

Vlookup

Regulatory Filings

s****[email protected]

Linda McDonough

Equity Analyst

Greater Boston Area

Equity Analyst

Contributor

Assistant Portfolio Manager

Equity Analyst

Mutual Fund Accountant

CFA charter

Boston College

Recommendations: 0

Hedge Funds

Equities

Portfolio Management

Risk Management

Valuation

Short Sales

Strategy

Equity Valuation

Andy Singer, CFA

Investment Analyst

Greater Boston Area

Investment Analyst

Equity Analyst

Research Analyst

Equity Analyst

Senior Associate, Equity Research

Junior Associate, Equity Research

Babson College - Franklin W. Olin Graduate School of Business

Tufts University

Recommendations: 0

Equity Research

Equities

Financial Modeling

Valuation

Investments

Analysis

Alternative Investments

Equity Valuation