Top Equity Analysts in Greater Chicago Area

Yash Patel, CFA

Partner - Chief Operating Officer

Greater Chicago Area

Partner - Chief Operating Officer

Quantitative Equity Analyst

Account Management Associate

Associate, Corporate Development

Manager, Technology

Specialist, IT Application Development

Software Engineer

The University of Chicago Booth School of Business

The Ohio State University

Recommendations: 10

Financial Modeling

Portfolio Management

Competitive Analysis

Strategy

Investments

Management

Equities

Finance

y****[email protected]

Tom Thongprasert

Consultant

Greater Chicago Area

Consultant

Life Sciences Practice

Equity Analyst

Equity Research Associate

Investment Banking Analyst

The University of Texas at Austin

Recommendations: 5

Investment Banking

Financial Modeling

Leadership

Investments

Mergers & Acquisitions

Financial Analysis

Finance

Valuation

t****[email protected]

Erik Kobayashi-Solomon

Managing Director

Greater Chicago Area

Managing Director

Director of Research

Market Strategist

Editor - OptionInvestor

Senior Equity Analyst

Analyst / Risk Manager

Founder

Senior Manager

Thunderbird School of Global Management

The University of Texas at Austin

Middlebury College

Recommendations: 4

Options

Equities

Buy-side

Analysis

Sell Side

Derivatives

Equity Derivatives

Volatility

Will Cai

Financial Accounting Advisory Services (FAAS) Staff

Greater Chicago Area

Financial Accounting Advisory Services (FAAS) Staff

AIM Equity Analyst

Research and Teaching Assistant

Advisory Intern

Chief Financial Officer

Operations Management Consultant

University of Notre Dame - Mendoza College of Business

University of Iowa - Henry B. Tippie College of Business

Recommendations: 4

Microsoft Office

Microsoft Excel

PowerPoint

Microsoft Word

Public Speaking

Event Planning

Customer Service

Teamwork

y****[email protected]

Son Nguyen, CFA

Equity Research Analyst

Greater Chicago Area

Equity Research Analyst

Startup Project

Summer Investment Analyst

Equity Analyst

PowerSeller

Intern

The University of Chicago - Booth School of Business

Trinity University

Recommendations: 3

Sheila Connolly

Associate Portfolio Manager

Greater Chicago Area

Associate Portfolio Manager

Performance Analyst

Private Equity Analyst

Associate

Assistant Manager at Mail Services

Admissions Associate

Lake Forest College

Providence Catholic High School

Recommendations: 3

Leadership

Marketing

Financial Analysis

Operational Excellence

Operations Management

Fixed Income

Fixed Assets

Asset Managment

Chris Leshock

Equity Analyst

Greater Chicago Area

Equity Analyst

Sell-side equity research associate

Senior Consultant

DePaul University - Charles H. Kellstadt Graduate School of Business

Marquette University

Recommendations: 3

Stock Picking

Asset Management

Equities

Valuation

Financial Modeling

Forecasting

Financial Analysis

Equity Research

c****[email protected]

Zoe Tan, CFA

Senior Analyst - Emerging Markets

Greater Chicago Area

Senior Analyst - Emerging Markets

Analyst - Emerging Markets

Equity Analyst

Risk Analytics, Intern

Fund Accountant, Intern

Research and Admin Assistant, M&A Internship Program

University of Toronto

Canadian Securities Course

Recommendations: 2

z****[email protected]

Zach Coan

Digital Marketing Associate

Greater Chicago Area

Digital Marketing Associate

Digital Marketing Analyst

Research Equity Analyst

Intern

Vice President Undergraduate Affairs

Supervisor for General Admission Sales

Volunteer

Tulane University

Universidad Pontificia Comillas

Recommendations: 2

Social Media

Marketing Strategy

Social Media Marketing

Email Marketing

Digital Marketing

SEO

Management

Microsoft Excel

z****[email protected]

z*****@tulane.edu

Susan Fanning, CFA

Equity Analyst (Financial Sector)

Greater Chicago Area

Equity Analyst (Financial Sector)

Equity Analyst/Portfolio Manager (Insurance and Insurance Brokers)

Global Equity Analyst Intern (Japanese and European Industrials)

Associate Equity Analyst (Property Casualty Insurance and Building Products/Home Furnishings)

The University of Chicago - Booth School of Business

University of Notre Dame

Recommendations: 1

Equities

Financial Modeling

Portfolio Management

Equity Research

Investment Management

Property & Casualty Insurance

Financial Analysis

Life Insurance

Carlos Castellanos

High Yield Fixed Income

Greater Chicago Area

High Yield Fixed Income

Co-founder

Associate Intern

Private Equity Associate Intern

Equity Analyst Intern

Co-Founder

Marketing Intern

The University of Chicago - Booth School of Business

Cornell University - Johnson Graduate School of Management

Cornell University

Recommendations: 1

Valuation

Investments

Equities

Financial Modeling

Financial Analysis

Macroeconomics

Entrepreneurship

Mergers & Acquisitions

c*****@cornell.edu

Nicholas Josephs

Trader

Greater Chicago Area

Trader

Corn and S&P 500 Index Options Trader/Risk Manager

Options Trader and Risk Manager

Trading Assistant

Intern

Student Equity Analyst

Intern

University of Iowa

Recommendations: 1

Options

Trading

Trading Strategies

Commodities

Risk Management

Excel

Derivatives

Electronic Trading

n****[email protected]

Chase Klaus

7th/8th Grade Algebra Teacher

Greater Chicago Area

7th/8th Grade Algebra Teacher

Equity Analyst Intern

Global Wealth Management Intern

Trading Intern

Northwestern University

Recommendations: 0

Microsoft Office

c****[email protected]

Wes Harrington, CFA

Vice President

Greater Chicago Area

Vice President

Associate

Portfolio Management Intern

Equity Analyst (Energy Sector)

President

Production Manager

Project Estimator

Sr. Consultant

University of Iowa

Massachusetts Institute of Technology

Recommendations: 0

Equities

Financial Modeling

Financial Analysis

Valuation

Organizational Leadership

Excel

Access

Word

w****[email protected]

h****[email protected]

Lei Zhu, CFA

Quantitative Equity Analyst

Greater Chicago Area

Quantitative Equity Analyst

Quantitative Analyst

Research Assistant

IT Analyst

University of Waterloo

University of Toronto

Recommendations: 0

z****[email protected]

Matt Szafranski, CFA

Portfolio Manager

Greater Chicago Area

Portfolio Manager

Equity Analyst

DePaul University - Charles H. Kellstadt Graduate School of Business

University of Iowa

University of Iowa - Henry B. Tippie College of Business

wheaton north

Recommendations: 0

Investments

Financial Analysis

Asset Management

Equity Research

Equities

Valuation

Bloomberg

Alternative Investments

Thomas Sobanski

Performance Associate

Greater Chicago Area

Performance Associate

Consultant

Senior Asset Analyst

Asset Analyst

Krause Fund - Equity Analyst

Market/Project Research Assistant Summer 2010/2009

University of Iowa - Henry B. Tippie College of Business

Recommendations: 0

Budgets

Mutual Funds

Equities

Financial Analysis

Strategic Financial...

Securities

Bloomberg

Fixed Income

t****[email protected]

Mike Hoye

Vice President

Greater Chicago Area

Vice President

BMO Capital Markets

AIM XXXVI Equity Analyst

Summer Associate

University of Notre Dame - Mendoza College of Business

Georgia Institute of Technology

Tufts University

Recommendations: 0

Financial Accounting

Corporate Finance

Financial Modeling

Fixed Income Strategies

M&A Modeling

M&A analysis

Business Strategy

Microsoft Excel

Rich Illing

The Data Guy

Greater Chicago Area

The Data Guy

Capital Planning

Equity Analyst

Columbia College

The University of Chicago

Recommendations: 0

r****[email protected]

Mohit Bobade

Senior Financial Analyst

Greater Chicago Area

Senior Financial Analyst

Associate Customer Finance Manager

Financial Analyst

Equity Analyst

Finance Intern

Macroeconomics Tutor

Michigan State University

Recommendations: 0

Financial Analysis

Financial Reporting

SAP

Bloomberg Terminal

Microsoft Excel

Microsoft Office

Continuous Improvement

Consolidation

Jim Luxem

National Account Manager

Greater Chicago Area

National Account Manager

Equity Analyst

Intern

Miami University

Recommendations: 0

Equities

Financial Analysis

Fundamental Analysis

Wrap Accounts

Investments

Equity Research

Valuation

Financial Modeling

l****[email protected]

Anlei Tang

Research Assistant

Greater Chicago Area

Research Assistant

Investment Banking Summer Analyst

Research Analyst Intern

Private Equity Analyst

The University of Chicago

The University of Chicago Booth School of Business

Westwood High School

Recommendations: 0

Agnay Mohindra

Equity Analyst Intern

Greater Chicago Area

Equity Analyst Intern

Summer Intern

President

Investment Banking Analyst

Summer Analyst

Investment Banking Summer Analyst

The University of Chicago

The British School Al Khubairat

Recommendations: 0

Jackie Goodell

Director of Operations

Greater Chicago Area

Director of Operations

Consultant

Summer Equity Analyst

Northwestern University - Kellogg School of Management

Washington and Lee University

Recommendations: 0

Project Management

Logistics

Government Relations

Public Relations

Strategy

General Management

g****[email protected]

M. Pandit

President

Greater Chicago Area

President

Equity Analyst

Sr. Vice President and Chief Digital Officer

Director - Solutions & After Sales

Sr. Vice President - Security Solutions

President

Northwestern University - Kellogg School of Management

Illinois Institute of Technology

University of Illinois at Chicago

Recommendations: 0

p****[email protected]

Kathy Mohanna, CFA

Investment Associate

Greater Chicago Area

Investment Associate

Fixed Income Investment Analyst

Equity Analyst Intern

Investment Management Intern

The University of Chicago Booth School of Business

Northwestern University

Recommendations: 0

Financial Modeling

Data Analysis

Financial Analysis

Microsoft Excel

Valuation

Portfolio Management

Investments

Research

k****[email protected]

David Krempa

Executive Director, Business Development

Greater Chicago Area

Executive Director, Business Development

Manager, Business Development

Associate Equity Analyst

Vice President, Business Development

Director, Business Development

Senior Manager, Business Development

Equity Analyst

DePaul University

Recommendations: 0

Healthcare

Pharmaceutical Industry

Specialty Pharma

k****[email protected]

Anne Durkin, CFA

Portfolio Manager

Greater Chicago Area

Portfolio Manager

Director, Equity Analyst

Vice-President, Equity Analyst

Investment Analyst

Analyst

Research Associate

Marquette University

University of Illinois at Chicago

Recommendations: 0

Portfolio Management

Investments

Equities

Valuation

Fixed Income

Asset Management

Financial Services

Alternative Investments

Alexander Motola

Analyst - Financial Institutions Group

Greater Chicago Area

Analyst - Financial Institutions Group

Analyst Development Program

Asset Management Summer Analyst

Equity Analyst

Financial Analyst Intern

Data Center Operations Intern

University of Iowa - Henry B. Tippie College of Business

Providence Catholic

Recommendations: 0

Analysis

Financial Forecasting

Financial Modeling

Financial Analysis

Finance

Microsoft Excel

Valuation

Bloomberg

Linda Shuman

Trust Investment Officer

Greater Chicago Area

Trust Investment Officer

Principal

Managing Director, Financial Relations

C-Suite Resume Writer

Senior Equity Analyst

Recommendations: 0

Executive Communications

Investor Relations

Corporate Communications

Communications Planning

Fact Sheets

Press Releases

Writing

Message Development

l****[email protected]

Ivanka Yingchu Zhao

Private Wealth Associate

Greater Chicago Area

Private Wealth Associate

Summer Investment Analyst, Global Wealth Management, Private Banking

Equity Research Analyst Intern - Healthcare

Kellstadt Finance Community, President

2014 National CME Trading Challenge, Team Leader

Proprietary Trader Trainee

Summer Equity Analyst

Investment Analyst

DePaul University

Nankai University

Recommendations: 0

Microsoft Excel

PowerPoint

Financial Modeling

Financial Analysis

Microsoft Word

Financial Reporting

Visual C++

Python

y****[email protected]

Edward CFA

REIT / Real Estate Analyst

Greater Chicago Area

REIT / Real Estate Analyst

Equity Analyst - REITs / Real Estate

Director of Finance - Real Estate Development & Investment

Senior Associate - Real Estate Private Equity

Investment Banking Analyst - Real Estate and Lodging Investment Banking

Washington University in St. Louis

Recommendations: 0

Financial Analysis

Investment Management

Business Strategy

Market Analysis

Equity Research

Business Analysis

Investments

Alternative Investments

Jaime CFA

Associate

Greater Chicago Area

Associate

Senior Equity Analyst

The University of Chicago - Booth School of Business

University of Wisconsin-Madison

Recommendations: 0

Equities

Bloomberg

Valuation

Investment Management

Financial Modeling

Equity Research

DCF

Asset Management

j****[email protected]

James Krapfel, CFA

Senior Analyst

Greater Chicago Area

Senior Analyst

Equity Analyst

Assistant Portfolio Manager

Broker Assistant

University of Wisconsin-Madison - School of Business

Recommendations: 0

Equities

Investments

Valuation

Financial Modeling

Equity Research

Portfolio Management

Asset Allocation

DCF

j****[email protected]

Douglas CFA

Senior Vice President, Equity Analyst

Greater Chicago Area

Senior Vice President, Equity Analyst

Vice President, Senior Analyst

Research Analyst

Research Associate

Washington University in St. Louis - Olin Business School

University of Missouri Trulaske College of Business

Recommendations: 0

Equities

Asset Management

Portfolio Management

Financial Analysis

Investments

Bloomberg

Equity Research

Financial Modeling

d****[email protected]

Dov Hellman

Senior Equity Analyst (Healthcare)

Greater Chicago Area

Senior Equity Analyst (Healthcare)

Director, Business Development: Partnerships and Alliance Management Group

Equity Research Analyst

Equity Research Associate - Medical Devices

Investment analyst

Summer Equity Analyst

Corporate Finance: Consultant

Securities Trader

New York University

University of Wisconsin-Madison

The Hebrew University

HaRishonim

Recommendations: 0

Financial Modeling

High Yield

Valuation

Asset Management

Portfolio Management

Financial Analysis

Corporate Finance

Business Strategy

d****[email protected]

Mirko Repac

Global Trade and Fund Support Professional

Greater Chicago Area

Global Trade and Fund Support Professional

Senior Associate

Consultant - Fixed Income and Equity Analyst

Portfolio Administration Associate

Operations Manager

Manager

Purdue University

Recommendations: 0

Investments

Due Diligence

Communication Skills

Problem Solving

Analytical Skills

Axis/APX (Advent Portfolio Exchange)

Eze Castle

Omgeo Oasys

r****[email protected]

Matt Schultze

General Counsel

Greater Chicago Area

General Counsel

Corporate Strategy Consultant

Vice President

Law Clerk

Equity Analyst

Northwestern University School of Law

Tufts University

Recommendations: 0

Illinois Attorney

Corporate Law

Litigation

Negotiation

Equities

Research

International...

French

Alfonzo CFA

Associate Investment Analyst - Public Markets

Greater Chicago Area

Associate Investment Analyst - Public Markets

Investment Analyst

Fixed Income Analyst Co-Op

Equity Analyst

Apprentice

The Sophomore Experience

Intern

University of Iowa - Henry B. Tippie College of Business

Recommendations: 0

Equity Valuation

Financial Modeling

Research

Bloomberg Terminal

FactSet

Capital IQ

Financial Analysis

Microsoft Excel

Lauren DeSanto

Director of Finance

Greater Chicago Area

Director of Finance

Director of Investment Research

Portfolio Management Associate

Portfolio Manager

Chief Operating Officer, Equity Research and Senior Equity Analyst

Equity Analyst

University of North Carolina at Chapel Hill - Kenan-Flagler Business School

Indiana University Bloomington

Recommendations: 0

Equity Research

Valuation

Financial Modeling

Investments

Portfolio Management

Equities

Mutual Funds

Asset Managment

l****[email protected]

Tae Han (Simon) Kim

Senior Int'l Equity Analyst

Greater Chicago Area

Senior Int'l Equity Analyst

Engagement Manager, Korean Office

Associate/Senior Associate - German Office

COO/Co-founder

AVP, New York

University of Oxford - Said Business School

Boston College

Recommendations: 0

Strategy

Entrepreneurship

Management Consulting

Corporate Finance

Management

Product Development

k****[email protected]

Nick CFA

Managing Director

Greater Chicago Area

Managing Director

Senior Consultant

Chief Financial Officer & Board of Directors

Equity Analyst

Career Break

The Tuck School of Business at Dartmouth

Western Illinois University

Recommendations: 0

n****[email protected]

Gregg Winter

Financial Advisor

Greater Chicago Area

Financial Advisor

Equity Analyst

Director of Trading Operations

Global Option Trader

Equity Analyst

Trading Clerk

intern

Ballboy

Batboy

Tulane University - A.B. Freeman School of Business

Recommendations: 0

Investments

Asset Allocation

Financial Analysis

Risk Management

401k Rollovers

Concentrated Stock Management

Insurance

Stock Market Analysis

g****[email protected]

Edward Trafford

Senior Materials & Industrials Analyst / China & Commodity Strategy

Greater Chicago Area

Senior Materials & Industrials Analyst / China & Commodity Strategy

Equity Analyst - Small Cap Core & Growth Mutual Funds

Equity Analyst - Small Cap Core & Growth Mutual Fund

Client Portfolio Analyst

The University of Chicago - Booth School of Business

Duke University

Recommendations: 0

Equities

Portfolio Management

Valuation

Mutual Funds

Equity Research

Asset Management

Investments

Equity Valuation

e*****@ntrs.com

Michael CFA

Vice President, Assistant Portfolio Manager

Greater Chicago Area

Vice President, Assistant Portfolio Manager

Assistant Vice President, Senior Equity Analyst

Development Associate

Claims Rep

University of Wisconsin-Madison - School of Business

University of Wisconsin-Madison

Recommendations: 0

Financial Modeling

Investments

Real Estate

Real Estate Development

Asset Management

Equity Research Analysis

Investment Management

REIT

Bruce Ebel, CFA, CFP tm

Portfolio Manager, Vice President

Greater Chicago Area

Portfolio Manager, Vice President

Senior Investment Officer, Portfolio Manager

Managing Director/ Consultant

PM Growth Equities/ Sr Vice President

Vice President

Institutional Separate Account Portfolio Manager

Mutual Fund Manager/ Associate Director of Research/ Vice President

Equity Analyst, Officer

University of Wisconsin-Madison - School of Business

University of Wisconsin-Madison

Recommendations: 0

Equities

Portfolio Management

Investments

Mutual Funds

Investment Strategies

Asset Allocation

Investment Policy...

Maintaining Strong...

b****[email protected]

Blake Erickson

Employee Benefits Advisor

Greater Chicago Area

Employee Benefits Advisor

Life and Health Representative

Independent Equity Analyst

Asset Management Consultant

Wheaton Academy

Recommendations: 0

Insurance

Customer Service

Health Insurance

Sales

Commercial Insurance

Employee Benefits

Property & Casualty Insurance

Leadership

b****[email protected]

David Somers

CEO

Greater Chicago Area

CEO

President

Chairman of the Board of SureVisit and Managing Member of LLC

Board of Directors

Chief Financial Officer

Equity Analyst

Vice President – Equity Analyst

Vice President - Equity Analyst

Group Director Operations, Sr. Associate, Associate

Quality Team Manager and Internal Consultant

Harvard Business School

Yale University

Fairmont West

Recommendations: 0

Financial Modeling

Valuation

Strategy

Start-ups

Mergers & Acquisitions

Private Equity

Due Diligence

Strategic Planning

d****[email protected]

Tyler Silva

Associate

Greater Chicago Area

Associate

Corporate Banking Analyst

Credit Portfolio Manager

Wealth Management Intern

Krause Fund - Equity Analyst

University of Iowa

Recommendations: 0

Corporate Finance

Credit Risk Management

Financial Analysis

Portfolio Management

Relationship Management

Corporate Banking

Wealth Management

Investments

t****[email protected]

Andrew Bischof, CFA

Equity Analyst

Greater Chicago Area

Equity Analyst

Senior Financial Analyst - Treasury

MBA Treasury Intern

Officer

Auditor

Tax Consulting Intern

Indiana University - Kelley School of Business

University of Wisconsin-Madison - School of Business

Recommendations: 0

Financial Modeling

Valuation

Financial Analysis

Capital Markets

Equities

Equity Research

Treasury

Banking

Wesley Mitiu

Performance Improvement Specialist

Greater Chicago Area

Performance Improvement Specialist

Credit Analyst

Performance Analyst

Clerk

Lead Junior Equity Analyst

Credit Analyst Intern

Community Advisor/Residential Advisor

Management Staff

Inventory Analyst and Rescue Diver

Supervisor

Northern Illinois University

Northern Illinois University - College of Business

Moraine Valley Community College

Recommendations: 0

Microsoft Office

Public Speaking

Credit

Research

Economics

Cross-functional Team Leadership

Supervisory Skills

Annual Reports

w****[email protected]

Mark Ro

Part-Time Staff

Greater Chicago Area

Part-Time Staff

Associate Instructor

Staff

Private Equity Analyst

Investment Banking Analyst

Trinity Evangelical Divinity School

Gordon Conwell Theological Seminary

University of Illinois at Urbana-Champaign

Recommendations: 0

Private Equity

Investment Banking

Corporate Finance

Financial Modeling

Valuation

Teaching

Theology

Entrepreneurship