Equity Research Team

We base every recommendation we make on thorough knowledge of the industry, paired with a complete understanding of the company, its management team and its strategic plan. The foundation of our knowledge comes from our experienced research team, which is made up of highly-respected senior analysts with more than 50 years of industry experience, junior analysts, and research associates.

Robert Hoehn
Director of Research

David Lee
Director of Equity Products

Arvind Bhatia, CFA
Head of Consumer Research

James M. Schutz
Director of Financial Institutions Group
Senior Research Analyst

Nicholas P. Heymann
Head of Global Industrial Infrastructure Research

Dave Anderson
Managing Director

Immacolata Arlia
Research Associate

Adam Aron
Research Associate

David Bain
Managing Director

Adam Barkstrom, CFA
Senior Research Analyst

Matthew Breese
Research Associate

Jordan Calabrese
Research Associate

Yan Chao
Research Associate

Henry J. Coffey, Jr.
Senior Research Analyst

Michael Coleman, CFA
Senior Research Analyst

Mark Connelly
Managing Director

Nicholas A. Danna, IV
Senior Research Analyst

Lawrence T. De Maria, CFA
Senior Research Analyst

Samuel Eisner
Research Associate

Ben Elias, CFA
Senior Research Analyst

Peyton Green
Senior Vice President and Senior Research Analyst

William Griffin, CFA
Research Analyst

Ashish Gupta
Associate

David S. Havens
Senior Research Analyst

Chase Jacobson
Senior Research Analyst

Kenneth James
Research Associate

Matthew Kelley
Senior Research Analyst

James Lee
Senior Vice President

Michael Lipman
Research Associate

Philip May
Research Analyst

Jennifer Milan
Research Analyst

Nathan Mitchell
Research Editor

John Nadel
Senior Research Analyst

Marianne Pence
Manager, Research Administration

Sam Poser
Senior Research Analyst

Brett Rabatin
Senior Vice President and Senior Research Analyst

John Schutz
Research Associate

Mike I. Shafir
Senior Research Analyst

Luke Shagets
Research Associate

John Sites
Research Analyst

Karl Sowislo
Research Associate

Ken Stumphauzer
Research Associate

Edward D. Timmons
Senior Research Analyst

Jason Weyeneth, CFA
Associate

Margaret Whitfield
Senior Research Analyst

Sherry Yin
Research Associate

Jiawen Zhou
Research Associate