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Research Analyst Coverage

As of April 1, 2018

Capital Structure, Publishing and Desk Analysis

  • Edward P. Mally, CFAHead of Institutional Research Group,
    Distressed/Special Situations/Event-Driven
  • Kevin Cohen, CFAMetals/Mining, Paper/Forest Products/Packaging,
  • Matthew Farwell, CFACoal, Energy/E&P, Independent Power Producers
  • Mary Ross Gilbert, CFA Consumer/Retail, Food/Restaurants
  • Kurt M. HoffmanDistressed/Special Situations/Event-driven Desk Analysis
  • Taylor Hawkins Distressed/Special Situations/Event-driven Desk Analysis
  • Jonathan Jenson, CFAMetals/Mining, Paper/Forest Products/Packaging, Publishing/Printing/Internet
  • Booker Smith Associate
  • Megan Barnett Associate

Credit Trading Desk Analysis

  • Jonathan Glionna European and International Banks
  • David Havens Global Insurance and Domestic Banks
  • Amy Hazelton European and Domestic Banks Hybrids, Industrial Hybrids
  • Scott Marchakitus Investment Grade and Crossover Corporates
  • Eriko Miyazaki-Ross Emerging Markets Corporates

Equity and Industry Analysis

  • Michael Derchin Airlines and Transportation and Related
  • Irene HaasEnergy (Exploration and Production)
  • Adam HackelAirlines/Transportation and Related
  • George Kelly, CFAConsumer
  • Jeff KesslerTechnology Enabled Services
  • Saliq KhanTechnology Enabled Services
  • Michael Kim Security (Information and Technology)
  • Jason Wangler Energy (Exploration and Production), Energy Services
  • Claire YeAssociate, Energy (Exploration and Production)



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