PJ Heilbronn

Equity Research Associate at D.A. Davidson Companies

New York City Metropolitan Area

About

Experience

  • Equity Research Associate at D.A. Davidson Companies
    Jun 2025 - Present · 1 yr 1 mo

    Industrial Tech/Critical Minerals

  • Equities Sales and Trading Intern at Oppenheimer & Co. Inc.
    Jun 2024 - Aug 2024 · 3 mos

  • Quinnipiac University (Full-time · 10 mos)
    • Portfolio Manager
      Jan 2024 - May 2024 · 5 mos

      Student Managed Investment Fund Technology Sector Portfolio Manager | $5M AUM

    • Equity Research Analyst
      Aug 2023 - Dec 2023 · 5 mos

      Technology Sector Coverage

  • Quinnipiac University Investment Club (Hamden, Connecticut, United States)
    • President
      Apr 2023 - May 2024 · 1 yr 2 mos

    • Workshop Coordinator
      May 2022 - Mar 2023 · 11 mos

    • Club Member
      Aug 2021 - Apr 2022 · 9 mos

  • Equity Research Intern at Monte Financial Group LLC
    Nov 2023 - Apr 2024 · 6 mos