Bio
Experience
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President and Owner
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Feb 2015 - Present
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Sidoti & Company, LLC
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317 Madison Ave
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Manager Micro-Cap Research and Sales
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Feb 2014 - Jun 2014
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317 Madison Ave
The Micro-cap research team covers under-followed micro-cap names with market caps between $20 and $300 million. Sidoti has 150 employees, the micro-cap team has 20 analysts and 6 dedicated sales people.
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S&P Capital IQ
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55 Water Street
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Managing Director Cross-Asset Class Research
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Apr 2012 - Jan 2014
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55 Water Street
Oversee equity and ETF qualitative research for S&P globally. S&P covers 1550 stocks with fundamental research and also has sector strategy, quantitative research and enterprise solutions for wealth management and institutional investors. The equity research team ranked #2 in The Wall Str...
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Global CAO fixed Income research
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Dec 2009 - Apr 2012
Responsible for global business operations for fixed income research, helped build global publishing and distribution platforms. Created global budgets for research IT support, helped recruit and train research analysts. Nomura US fixed income research team ranked 7th in the Institutional Invest...
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Managing Director
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Jun 2008 - Mar 2009
Established an alternative research platform for J.P. Morgan. Integrated four businesses into their research department. Grew revenues for all businesses and was responsible for real estate, HR and IT resources for the businesses reporting to me.
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Managing Director
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2008 - 2009
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senior managing director
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1987 - 2008
Associate Director of top tier research franchise. In the 2007 Institutional Investor Survey Bear Stearns finsihed #1 with hedge funds and #2 with mutual funds. The research department was global with 420 employees. Responsible for all recruting, training and development of staff.
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Education
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1984 - 1986Columbia University - School of International and Public Affairs
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1980 - 1984New York University
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1982 - 1982Norwich University
Suggested Services
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Industry Focus. “Finance”
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