He also spent the first dozen years of his career in various roles within the tech industry. John began his career in equity research with an independent equity research firm, Precursor, where he was ranked as the top analyst covering network equipment stocks among independent research firms. Before his entrepreneurial stint, he served as Senior Analyst and Portfolio Manager at Sands Capital Management, responsible for the firm’s investments within the tech sector. Prior to joining CFRA, John co-founded Samadhi Capital Partners, an investment advisor and equity research firm where he developed an investment process and framework targeted at tech sector equities, with a particular emphasis on gauging the impact of and identifying the long-term winners from artificial intelligence, machine learning, deep learning, neural networks, and related developments categorized under the larger “cognification of software” mega-trend.
#ETF DATABASE SOFTWARE#
He is responsible for fundamental equity research and analysis covering several segments within the Information Technology and Communication Services sectors, including enterprise software and SaaS/cloud providers, Internet advertising/social media platforms, and game developers. John is Vice President of Equity Research. He was also licensed in the State of New Jersey as a Certified Public Accountant. Ken holds both a Bachelor of Science degree and an MBA from New York University. He was a three-time Institutional Investor All-Star for his coverage of Wireless Telecommunications Services. Prior to joining CFRA, Ken spent over two decades in equity research with research leadership responsibilities at ABN Amro, Bear Stearns, and Lehman Brothers. Ken previously held the position of Global Director of Research and Industry Analyst for S&P Global Market Intelligence. He is active with most media networks and leading print media, and is sought for his investment views on the large banks and housing market trends.
Ken is a thought leader that provides ongoing in-depth research and communications to key customer segments. As a subject matter expert, his research industries include Diversified Banks and the Housing Market, with coverage of Homebuilding, Home Improvement Retail, Home Furnishings and Real Estate Investment Trusts (REITs). Ken Leon is Director of Equity Research at CFRA, responsible for analytical research as well as client servicing.
#ETF DATABASE SERIES#
He has also passed the FINRA Series 7, 55, 66, 86 & 87 exams Economics and History from the University of Virginia. Prior to that, he worked as a proprietary equity trader for three years. Prior to that, Garrett was at an Equity Research Analyst at Davenport & Company LLC where he followed the energy sector, including utilities, oil & gas and coal companies. He was a Senior Equity Research Analyst at BB&T Capital Markets, where he covered the Metals & Mining industry. Prior to joining CFRA, Garrett spent over a decade as a sell-side equity research analyst. Garrett has been with CFRA since July 2018. Finally, he follows a handful of large-cap retailers such as Walmart, Target, and Costco. Garrett also follows the Beverage and Tobacco industries, including companies such as Coca-Cola, PepsiCo, Molson Coors, Constellation Brands, Altria, and Philip Morris. He covers the entire Auto supply chain from manufacturers such as Tesla, Ford, and GM to parts and equipment suppliers, retailers, dealerships, distributors, and tire manufacturers. Garrett Nelson is a Senior Equity Research Analyst primarily responsible for coverage of the U.S. She also holds a MS in Finance from Cass Business School, City University London.
Sel holds a BA in Economics and Politics from Brandeis University. Sel started her career in Finance at Credit Agricole Group as an Analyst in the Corporate and Investment Banking division with a focus on M&A and Credit Analysis. As an equity analyst she focused on stocks of Hospital Operators, Pharmaceuticals, Industrials, and Hospitality companies and initiated coverage on several new listings, some of which ranked among the top equity investments of the year. She analyzed stocks and corporate bonds traded on the Istanbul Stock Exchange.
Prior to joining CFRA, Sel worked in Equity and Fixed Income Research at Is Investment, the leading investment bank in Turkey.
Sel Hardy joined CFRA in October 2019 and is a Fundamental Equity Research Analyst covering several segments within the Healthcare industry including Pharmaceuticals, Managed Health Care, Life Sciences Tools & Services, Health Care Distributors and Services.
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