Top Equity Research Analysts in Greater Boston Area
Kandy Rathinasamy
Software Engineer, Team Leader
Greater Boston Area
Software Engineer, Team Leader
Platform Product Manager
Sr. Product Lead - eCommerce, CRM & Customer Data
Sr.Product Manager, Omni-channel Customer Experience
Equity Research Analyst
Senior Product Manager for CRM and Customer Experience
Software Development Manager
Director of Product Management & Analytics
Software Engineer, Project Leader
University at Buffalo
Recommendations: 3
Product Management
CRM
Mobile Applications
Contact Centers
Unified Communications
Strategy
Cross-functional Team Leadership
User Experience
k****[email protected]
k****[email protected]
Luke Matton, CFA
Assistant Vice President
Greater Boston Area
Assistant Vice President
Financial Analyst III
Research Analyst
Equity Research Analyst
Structural Engineer
Massachusetts Institute of Technology - Sloan School of Management
University of Massachusetts, Amherst
Recommendations: 3
Asset Management
Research
Financial Modeling
Strategic Planning
Bloomberg
PowerPoint
Asset Allocation
Performance Attribution
l****[email protected]
Alan Cooke
Chief Financial Officer & General Counsel
Greater Boston Area
Chief Financial Officer & General Counsel
Equity Research Analyst - Enterprise Software
Equity Research Analyst - Enterprise Software
Senior Director, Business Development & Sales Strategy
Strategy Consultant
MIT Sloan School of Management
University of Toronto
University of Ottawa
Recommendations: 2
Enterprise Software
Unified Information Access
Attivio AIE
Strategy
Business Development
Entrepreneurship
Business Strategy
Business Analysis
a****[email protected]
a****[email protected]
Anand Vankawala
Senior Equity Analyst - Healthcare
Greater Boston Area
Senior Equity Analyst - Healthcare
Junior Equity Analyst - Generalist
Senior Equity Research Analyst
Treasurer
Senior Equity Research Associate
Vice President
Associate Equity Research Analyst
Equity Research Intern
Technology Transfer Analyst Intern
Senior Research Associate
Research Associate
Research Associate
Teaching Assistant
Vanderbilt University - Owen Graduate School of Management
Illinois Institute of Technology
Germantown Academy
Recommendations: 2
VBA
Advanced Excel
Factset
Eviews
Thomson One
Thomson Baseline
Basic C++
Market Research
a****[email protected]
Lena Shiota
Paid Search Specialist
Greater Boston Area
Paid Search Specialist
Search Intern
Resident Assistant
Finance Assistant Coordinator
Prep Crew
Marketing/Visibility Intern
Assistant to the General Manager
Equity Research Analyst
Boston College - Carroll School of Management
The Spence School
Recommendations: 1
Leadership
Microsoft Excel
Microsoft Office
PowerPoint
Java
SEO
Digital Marketing
Marketing
l****[email protected]
Kate Jackson
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Portfolio Manager
Research Associate
Stanford University Graduate School of Business
Harvard University
Recommendations: 0
Equities
Portfolio Management
Financial Modeling
Hedge Funds
Equity Research
Valuation
Investments
Asset Managment
k****[email protected]
Elliot Mattingly
Equity Research Analyst Intern
Greater Boston Area
Equity Research Analyst Intern
Private Equity Associate
Senior Associate Consultant
Project Leader - Bain Capability Center
Associate Consultant
Clinton HIV/AIDS Initiative Operations Research Intern
Harvard Business School
Dartmouth College
The Louisville Collegiate School
Recommendations: 0
Private Equity
Financial Modeling
Due Diligence
Valuation
Corporate Development
Management Consulting
Mergers & Acquisitions
Strategic Consulting
e****[email protected]
Sujit Chakravarthy
Vice President, Equity Research Analyst
Greater Boston Area
Vice President, Equity Research Analyst
Equity Research Intern
Associate, Principal Strategies (GSPS)
Analyst, Mergers & Acquisitions
Harvard Business School
University of California, Berkeley
Recommendations: 0
s****[email protected]
Paul Mattaliano
Head of Boston Sales and Trading
Greater Boston Area
Head of Boston Sales and Trading
Director of Equity Sales Boston, Senior Vice President
Vice President, Equity Research Analyst
Vice President, Equity Research Analyst
University of Virginia - Darden Graduate School of Business Administration
Trinity College-Hartford
Boston College High School
Recommendations: 0
Licenses: Series 7, 63
Series 7
Equities
Capital Markets
Investments
Series 63
Derivatives
Hedge Funds
p****[email protected]
Chuck Myers
Portfolio Manager
Greater Boston Area
Portfolio Manager
CEO
Equity Research Analyst
The Wharton School
University of Pennsylvania
The Wharton School
Recommendations: 0
c****[email protected]
Lucas (Tianran) Chen
Business Analyst, Product Management
Greater Boston Area
Business Analyst, Product Management
Product Specialist, Technical Services
Teaching Assistant, Quantitative Strategies in Asset Management
Private Equity Research Analyst
Cornell University
University of Virginia
Recommendations: 0
t****[email protected]
Ryan Kauppila
Analyst
Greater Boston Area
Analyst
Equity Research Analyst
Equity Research Analyst
Equity Research Analyst
Equity Trader
Equity Trader
Harvard Business School
Harvard University
Recommendations: 0
r****[email protected]
Jessica Lebo
Analyst
Greater Boston Area
Analyst
Equity Research Analyst
Janus Henderson Investors U.S.
Bank of America Merrill Lynch
Cornell University
Recommendations: 0
j****[email protected]
j****[email protected]
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
Erin CFA
Vice President, Talent Acquisition
Greater Boston Area
Vice President, Talent Acquisition
Equity Research Associate – U.S. Telecommunications Services
Executive Recruiter, Financial Services
Equity Research Analyst – U.S. Telecommunications Services
Equity Research Assistant – U.S. Telecommunications Services
Managing Director, Talent Acquisition
Associate Practice Leader, Financial Services
Strong Start VII Rotational Leadership Training Program
Small-Mid Cap Core Equity Team
University of Richmond
Recommendations: 0
Financial Services
Investments
Wealth Management
Private Equity
Hedge Funds
Investment Banking
Leveraged Finance
Capital Markets
e****[email protected]
Kelli Crump Capozzoli - RPA
Senior Property Manager
Greater Boston Area
Senior Property Manager
Senior Leasing & Property Manager
Equity Research Analyst
Property Manager
Assistant Property Manager
Colby College
The MacDuffie School
Northeastern University
Recommendations: 0
Leasing
Financial Analysis
Property Management
Real Estate
Lease Administration
Tenant
Leases
Corporate Real Estate
k****[email protected]
Steve Miele
Senior Vice President - Head of Sales
Greater Boston Area
Senior Vice President - Head of Sales
Sales
Equity Research Analyst
Trade Systems Analyst
Equity Trader - Boston Stock Exchange
Babson College - Franklin W. Olin Graduate School of Business
Babson College
St. John's High School
Recommendations: 0
Series 24
Series 7
Series 55
Equity Trading
Electronic Trading
FINRA
s****[email protected]
s****[email protected]
Thomas Karthaus, CFA
Vice President, Equity Research Analyst
Greater Boston Area
Vice President, Equity Research Analyst
Senior Associate
Summer Associate
Analyst
Harvard Business School
Fordham University
Recommendations: 0
t****[email protected]
Tim Redfern
Vice President & General Manager, Leadership Solutions
Greater Boston Area
Vice President & General Manager, Leadership Solutions
Director, Global Financial Planning and Analysis
Sr. Manager, Global Financial Planning and Analysis
Mgr, Internal Audit and Sarbanes Oxley Compliance
Financial Analyst/Investor Relations Coordinator
Equity Research Analyst
Harvard Business School
University of New Hampshire -- Peter T. Paul College of Business and Economics
Linfield College
Harvard Business School
Villa Park High
Recommendations: 0
Acquisition Integration
Business Intelligence
Mergers & Acquisitions
Forecasting
Budgets
Financial Analysis
Organizational...
Mergers
t****[email protected]
Brian Boyden
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Institutional Product Manager / Portfolio Strategist
Investment Analyst
Research Analyst
Assistant Portfolio Manager / Quantitative Analyst
Technical Coordinator
Bentley College - Elkin B. McCallum Graduate School of Business
Stonehill College
Stonehill College
Oliver Ames
Recommendations: 0
Equities
Investments
Equity Research
Trading
Portfolio Management
Bloomberg
Hedge Funds
Investment Management
b****[email protected]
Jason Ader
Equity Research Analyst, Co-Head Technology Group
Greater Boston Area
Equity Research Analyst, Co-Head Technology Group
Equity Research Analyst
Research Analyst
Research Associate
Information Officer
Tufts University - The Fletcher School of Law and Diplomacy
Duke University
Ramaz School
Recommendations: 0
Equity Research
Sell Side
Equity Valuation
Equities
Bloomberg
Valuation
Series 7
Hedge Funds
j*****@williamblair.com
Genevieve Gilroy
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Senior Equity Research Associate
Equity Research Associate
Boston University
Recommendations: 0
g****[email protected]
John Golden
Senior Equity Research Analyst - IT Hardware
Greater Boston Area
Senior Equity Research Analyst - IT Hardware
Equity Research Analyst, Vice President
Portfolio Manager, Sr. Vice President
Equity Research Analyst
Research Analyst
Manager
Babson College
Xaverian Brothers High School
Recommendations: 0
Equity Research
Equities
Mutual Funds
Trading
Valuation
Risk Management
j****[email protected]
Chang Lee
Investment Analyst
Greater Boston Area
Investment Analyst
Equity Research Analyst
Equity Research Summer Associate
Business Development Intern
Asset Management Intern
Communications Consultant
Branch Manager
University of Pennsylvania - The Wharton School
University of Pennsylvania
Doshisha University
Recommendations: 0
c****[email protected]
Dave Adams
Freelance Writer and Superhero
Greater Boston Area
Freelance Writer and Superhero
Senior Financial Analyst
Founder, Writer, Giant
Associate Analyst
Equity Research Analyst - Student Managed Fund
The University of Connecticut
Ad Club Creative Concepts
Option R
Recommendations: 0
Copywriting
Advertising
Blogging
SEO
Copy Editing
Social Media
Social Media Marketing
Cuddling
d****[email protected]
Matthew P. Leahy, CFA
Consultant Relations & Institutional Sales
Greater Boston Area
Consultant Relations & Institutional Sales
Institutional Sales
Co-Portfolio Manager
Equity Research Analyst
Investment Administrator
Operations Analyst
Boston College - Wallace E. Carroll Graduate School of Management
University of Vermont
Recommendations: 0
Portfolio Management
Asset Management
Asset Managment
Equities
Securities
Trading
Series 63
Asset Allocation
m****[email protected]
Steve Grassa
Internal Wholesaler
Greater Boston Area
Internal Wholesaler
Student Athlete
Equity Research Analyst
Institutional Commodities Group
Columbia University in the City of New York
Buckingham Browne and Nichols
Recommendations: 0
s****[email protected]
Danny Z.
Senior Financial Analyst
Greater Boston Area
Senior Financial Analyst
Equity Research Analyst
Accounting Specialist - Global Controller's Group
Finance Board
Accounting Intern
Commercial Insurance Co-op
D'Amore-McKim School of Business at Northeastern University
D'Amore-McKim School of Business at Northeastern University
D'Amore-McKim School of Business at Northeastern University
Recommendations: 0
d****[email protected]
Marissa Elizondo Lozano
Trade Support (Co-op)
Greater Boston Area
Trade Support (Co-op)
Equity Research Analyst
Operations Specialist
Volunteer
Office Assistant
Northeastern University
Recommendations: 0
Microsoft Excel
Bloomberg Terminal
CTM
Financial Modeling
Microsoft Word
PowerPoint
m****[email protected]
Neha Kamani
Research Analyst
Greater Boston Area
Research Analyst
Equity Research Analyst
Suffolk University - Sawyer Business School
CFA Institute
Institute of Chartered Financial Analysts of India (ICFAI)
National Institute of Information Technology
Ravenshaw University
Recommendations: 0
Equity Research Analysis
Financial Analysis
Chartered Financial Analyst
Microsoft Excel
MS Excel Pivot Tables
PowerPoint
Microsoft Word
Verbal & Written Communicator
n****[email protected]
C.V. Rao
Senior Financial Analyst
Greater Boston Area
Senior Financial Analyst
Director
Senior Director, New Product Strategy
Equity Research Analyst
Boston University Questrom School of Business
Wake Forest University
Birla Institute of Technology and Science
Recommendations: 0
Equity Research
Investment Management
Product Management
Start-ups
Analytics
Management Consulting
Financial Modeling
Portfolio Management
c*****@yahoo.com
Brian Blongastainer, CFA
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Senior Associate, Product Development Manager
General Management Apprenticeship Program
Senior Research Analyst (Manager Due Diligence), Workplace Investing (WI)
Investment Associate, Workplace Investing (WI)
Retirement Investment Specialist, Workplace Investing (WI)
Full Trader, Personal Investing (PI)
Special Education Teacher
Babson College - Franklin W. Olin Graduate School of Business
Cambridge College
Bates College
University of Melbourne (Trinity College)
Recommendations: 0
Investments
Equities
Mutual Funds
Product Development
Due Diligence
Asset Management
Product Management
Research
b****[email protected]
Yoon-Hi King
Owner Operator
Greater Boston Area
Owner Operator
Director of Strategic Marketing
Management Consultant
Graduate Fellowship in Equity Research
Equity Research Analyst Intern
Manager of Sales Reporting
Executive Director
Chief Financial Officer
Helping to Build and Preserve Wealth
Babson College - Franklin W. Olin Graduate School of Business
Boston University
Boston University
Recommendations: 0
Management Consulting
Business Strategy
Investment Research
Financial Analysis
Strategic Planning
Strategic Marketing...
Management
Entrepreneurship
y****[email protected]
Todd Ernst
Vice President, Investor Relations
Greater Boston Area
Vice President, Investor Relations
Equity Research Analyst
Vice President, Corporate Development
Senior Analyst/Vice President
Director, Corporate Strategy
Vice President, Investor Relations
Vice President, Investor Communications
Senior Equity Analyst/Vice President
Account Manager
Corporate Vice President and Treasurer, Vice President Investor Relations
University of Michigan - Stephen M. Ross School of Business
DePauw University
Recommendations: 0
t****[email protected]
Lennitt Bligen
Vice President
Greater Boston Area
Vice President
Equity Research Analyst
Associate
Massachusetts Institute of Technology - Sloan School of Management
University of Pennsylvania - The Wharton School
Recommendations: 0
Iryna Kolos
Fixed Income Analyst
Greater Boston Area
Fixed Income Analyst
Balance Sheet Strategy Analyst
Financial Analyst
Treasury Analyst
Equity Research Analyst
University of Massachusetts Boston
Lviv Ivan Franko National University
CFA Institute
Recommendations: 0
Financial Analysis
Financial Modeling
Microsoft Excel
Bloomberg
Analytics
Corporate Finance
Investments
General Ledger
i****[email protected]
Alex Rodin
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Equity Research Intern
Emory University - Goizueta Business School
Recommendations: 0
a****[email protected]
Carissa Wong, CFA
Equity Research Analyst
Greater Boston Area
Equity Research Analyst
Boston University
Recommendations: 0
Equities
c*****@alum.bu.edu
c****[email protected]
Alexander Hakes
Controller Intern
Greater Boston Area
Controller Intern
Summer Analyst
Equity Research Analyst Intern
Semester Intern
Senior Financial Analyst
Growth Equity Analyst
University of Notre Dame - Mendoza College of Business
Recommendations: 0
Microsoft Excel
Microsoft Access
Teamwork
Equity Research Analysis
German
PowerPoint
Microsoft Word
Finance
Reza CTP
Senior Revenue Accountant
Greater Boston Area
Senior Revenue Accountant
Revenue Analyst
Revenue Recognition Analyst
Revenue Accountant
Equity Research Analyst
Real Estate Finance Associate
University of Massachusetts Boston
University of Massachusetts Boston
Recommendations: 0
Zhe (Martin) Xu
Quantitative Analyst
Greater Boston Area
Quantitative Analyst
Fixed Income Derivatives Analyst
Quantitative Research Analyst
Credit Risk Analyst
Equity Research Analyst
Business Analyst
Boston University
China University of Political Science and Law
China University of Political Science and Law
Recommendations: 0
Financial Engineering
Teamwork
Financial Modeling
Mathematical Modeling
Stochastic Calculus
R
C++
Matlab
Ben Pederson
Growth Private Equity Investor
Greater Boston Area
Growth Private Equity Investor
Equity Research Analyst
Boston College - Carroll School of Management
St. John's Prep
Recommendations: 0
Balaji Gandhi
Healthcare Services Equity Research Analyst
Greater Boston Area
Healthcare Services Equity Research Analyst
Vice President, Corporate Development & Government Affairs
Senior Vice President, Healthcare Financial Services
Chief Financial Officer
Vice President, Investor Relations
Executive Director, Healthcare Services Equity Research Analyst
Vice President, Healthcare Services Equity Research Analyst
Advisory Council
Senior Vice President, Corporate Development & Strategy
Equity Research Associate, Healthcare Services
University of Rochester
The George Washington University
Recommendations: 0
