Middletown, New Jersey, United States
Wall Street trained analyst with deep research and publishing experience covering both individual equities and broader supply chains for a wide range of clients including asset managers, sell side analysts, corporate procurement managers, government agencies and universities. I've also managed large staffs of U.S. based equity and supply chain analysts. Specialties: Supply chain research and analysis, financial modeling, stock valuation and selection, portfolio construction, client interaction, employee development and talent management.
Manage a team of 50 supply chain focused analysts in support of the highly proprietary and groundbreaking Bloomberg supply chain analytic tool (SPLC<GO>). SPLC provides a diverse range of Bloomberg clients with best-in-class supply chain data covering about 23,000 companies and comprising nearly one million customer/supplier relationships. Provide research related to supply chain read-throughs. Assist buy side, sell side, corporate, government and university clients to utilize our supply chain data with other financial data and analytics available on terminal for portfolio risk analysis and mitigation, investment idea generation, logistics analysis and business prospecting. Regular interaction with Bloomberg sales teams cutting across several client types.
Primary healthcare analyst at boutique sell-side firm, with responsibility for the medical equipment industry. Initial areas of focus include the orthopedic, robotics, diagnostic, dental care and wound care categories.
Responsible for the supervision and oversight of a team of 23 S&P equity industry analysts covering a wide range of stocks within the healthcare, industrial, energy, materials, telecommunication services and utilities sectors. Also engaged in the construction, active management and support of multiple S&P model portfolios. Primary analyst covering the medical equipment category for S&P Equity Research
Responsible for analytical coverage on a diverse universe of medical device stocks, primarily within the cardiovascular, orthopedics, oncology and capital equipment categories. Widely quoted and interviewed in media outlets including the Wall Street Journal, Barron's, The New York Times, Investors Business Daily, Business Week, CNBC and The Nightly Business Report. Received a "Best on the Street" award from the Wall Street Journal in recognition of superior stock selection performance within the medical equipment category in 2003. As Group Head for the healthcare sector at S&P Equity Research since 1996, provided managerial and strategic oversight of a team of industry analysts following stocks with coverage areas including branded and generic pharmaceuticals, biotechnology, facilities, managed care and services.