Equity Research Team

The Raymond James Equity Research team

We are committed to being one of the premier research providers covering growth companies and serving the institutional and retail communities that invest in them. Behind that commitment, is our respected and experienced research team.

Research Management

Brian G. Alexander, CFA
Senior Managing Director, Director of Equity Research (U.S.)
St. Petersburg
Read Bio
Daryl Swetlishoff, CFA
Senior Managing Director, Head of Equity Research (Canada)
Forest Products
Vancouver
Read Bio
Shawn Borgeson
Shawn Borgeson
Managing Director, Director of Product Development
St. Petersburg
Read Bio
Mercedes S. van Woerkom
Managing Director, Chief Operating Officer
St. Petersburg
Read Bio

Macro Insights

Tavis C. McCourt, CFA
Managing Director
Institutional Equity Strategy
Nashville
Read Bio
Chris Meekins
Managing Director
Washington Healthcare Policy
Arlington
Read Bio
Edward Mills
Managing Director
Washington Policy
Arlington
Read Bio
Javed Mirza, CFA, CMT
Managing Director
Quantitative/Technical Strategy
Toronto
Read Bio

Consumer

Joseph Altobello, CFA
Managing Director
Leisure Products
New York
Read Bio
Sam Darkatsh
Sam Darkatsh
Managing Director
Building Products/Specialty/Industrial Distribution
St. Petersburg
Read Bio
Michael Glen, CFA
Managing Director
Consumer and Diversified Industrials
Montreal
Read Bio
Bobby Griffin, CFA
Managing Director
Consumer Hardline/Specialty Retail
St. Petersburg
Read Bio
Rick B. Patel, CFA
Managing Director
Global Brands Softlines Retail, and Digital Commerce
Los Angeles
Read Bio
olivia tong
Olivia Tong
Managing Director
Beauty, Personal Care, and Household Products
New York
Read Bio
Brian M. Vaccaro, CFA
Managing Director
Restaurants
Atlanta
Read Bio

Energy

John Freeman
John Freeman, CFA
Managing Director
Exploration and Production
Houston
Read Bio
Justin Jenkins
Justin Jenkins
Managing Director
Independent Refiners/Integrated Oil and Gas/Midstream Suppliers
Houston
Read Bio
Jim Rollyson
Director
Oilfield Services
Houston
Read Bio
Michael Barth, CFA
Director
Energy Infrastructure, Oilfield Services, Senior Oil & Gas
Calgary
Read Bio
J.R. Weston
J.R. Weston, CFA
Vice President
Midstream Suppliers, Utilities & Power
St. Petersburg
Read Bio
Luke Davis headshot
Luke Davis, CFA
Research Analyst
Energy | Oil & Gas Producers
Calgary
Read Bio

Financial Services

Stephen Boland
Stephen Boland, CFA
Managing Director
Diversified Financials
Toronto
Read Bio
David Feaster, CFA
Managing Director
Banking
St. Petersburg
Read Bio
David J Long
David J. Long, CFA
Managing Director
Banking
Chicago
Read Bio
Steve Moss
Managing Director
Banking
Arlington
Read Bio
Patrick J. O’Shaughnessy
Managing Director
Capital Markets
Cincinnati
Read Bio
C. Gregory Peters
Managing Director
Insurance
St. Petersburg
Read Bio
Michael Rose
Managing Director
Banking
Chicago
Read Bio
Wilma Burdis, CFA
Director
Asset Management/Life Insurance
New York
Read Bio
Robert J Dodd
Robert J. Dodd, Ph.D.
Director
Specialty Finance
Memphis
Read Bio
Daniel Tamayo
Director
Banking
Chicago
Read Bio

Healthcare

Martin Auster, M.D.
Managing Director
Biotechnology
New York
Read Bio
Jayson Bedford
Jayson Bedford
Managing Director
Medical Technology
St. Petersburg
Read Bio
John W. Ransom
Managing Director
Alternate Site Healthcare Providers/Healthcare Information Technology/Integrated Benefits Management/Hospitals
St. Petersburg
Read Bio
Chris Raymond
Chris Raymond
Managing Director
Biotechnology
Chicago
Read Bio
Andrew Cooper
Director
Life Science Tools & Services, Diagnostics & Clinical Laboratories
St. Petersburg
Read Bio
Ryan Deschner, Ph. D.
Director
Biotechnology
New York
Read Bio
Sean McCutcheon
Sean McCutcheon, Ph.D.
Director
Biotechnology
New York
Read Bio
Michael W. Freeman
Research Analyst
Healthcare
Toronto
Read Bio

Industrial

Daryl Swetlishoff, CFA
Senior Managing Director, Head of Equity Research (Canada)
Forest Products
Vancouver
Read Bio
Frederic Bastien, CFA
Managing Director, Head of Industrial Research
Infrastructure and Construction
Vancouver
Read Bio
Patrick Tyler Brown
Patrick Tyler Brown, CFA
Managing Director
Construction Materials/Transportation Services/Waste and Industrial Services
Atlanta
Read Bio
Sam Darkatsh
Sam Darkatsh
Managing Director
Building Products/Specialty/Industrial Distribution
St. Petersburg
Read Bio
Steve Hansen, CFA, CMA, CPA
Managing Director
Agribusiness/Chemicals/Transportation
Vancouver
Read Bio
Tim Thein, CFA
Managing Director
Diversified Industrial/Machinery
New York
Read Bio
Matt Roberts
Matt Roberts, CFA
Vice President
Packaging
St. Petersburg
Read Bio

Mining

Brian Macarthur
Brian MacArthur, CFA
Managing Director
Base Metals and Minerals/Precious Metals/Uranium
Toronto
Read Bio
Craig Stanley
Director
Precious Metals
Toronto
Read Bio
Bio-no-photo
Judith Elliot, CFA
Research Analyst
Base & Precious Metals
Toronto
Read Bio

Real Estate

Brad Sturges, CFA
Managing Director
Real Estate
Toronto
Read Bio
Buck Horne
Buck Horne, CFA
Managing Director
Housing/REITs
St. Petersburg
Read Bio
John Hughes
Jonathan Hughes, CFA
Managing Director
REITs
St. Petersburg
Read Bio
RJ Milligan
Managing Director
Gaming/Lodging/REITs
St. Petersburg
Read Bio

Sustainability

Daniel Magder, CPA, CA
Managing Director
Sustainability
Toronto
 
Read Bio

Technology & Communications

Josh Beck
Managing Director
Internet
St. Petersburg
Read Bio
Brian Gesuale
Managing Director
Defense Technology/Government Services/Industrial Technology
St. Petersburg
Read Bio
John K. Davis, Jr.
Managing Director
Payments and Financial Technology
St. Petersburg
Read Bio
Simon M. Leopold
Managing Director
Data Infrastructure/Semiconductors
New York
Read Bio
Steven Li, CFA
Managing Director
IT Hardware/IT Services/Software
Toronto
Read Bio
Frank G. Louthan IV
Managing Director
Communications Services
Atlanta
Read Bio
Brian Peterson, CFA
Managing Director
Application Software
Atlanta
Read Bio
Ric Prentiss
Managing Director
Communications Services
St. Petersburg
Read Bio
Adam Tindle, CFA
Managing Director
Infrastructure and Security Software/ Supply Chain/Connected Devices
St. Petersburg
Read Bio
Andrew Marok, CFA
Director
Internet
New York
Read Bio
Alexander Sklar, CPA, CFA
Director
Application Software
Atlanta
Read Bio
Melissa Dailey Fairbanks
Vice President
IT Supply Chain/Semiconductors
St. Petersburg
Read Bio

Transportation

Patrick Tyler Brown
Patrick Tyler Brown, CFA
Managing Director
Construction Materials/Transportation Services/Waste and Industrial Services
Atlanta
Read Bio
Steve Hansen, CFA, CMA, CPA
Managing Director
Agribusiness/Chemicals/Transportation
Vancouver
Read Bio
Savanthi Syth, CFA
Managing Director
Airlines/Advanced Air Mobility
St. Petersburg
Read Bio

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

This site uses cookies to ensure you get the best experience. By clicking ‘X’, you accept all cookies by default. See our Internet Privacy Statement on adjusting your social media and embedded component settings.

Your browser (or browser extension) enabled opt out preference signal is honored.

Manage Preferences