A daily challenge for portfolio managers is extracting alpha and eking out investment opportunities tied to investment intent, trading strategy and style. JonesTrading’s Research Analysts produce quantitative and qualitative guidance and insight in securities with expertise from David Walrod in Financial Services, Eduardo Seda in Energy, Soumit Roy, Ph.D. in Healthcare and Matthew Cross in Biotechnology. Our goal is to provide our clients with the information necessary to make sound investment decisions.
David Walrod, CFA, Financial Services Research
Specialty Finance, REITS
David Walrod covers Financial Services. He was an Equity Research Analyst at Ladenburg Thalmann. He served as a Financial Sector Specialist at JP Morgan and a Senior Equity Analyst at Ridgeworth Capital Management, covering financial services stocks. He began his career as an Equity Analyst at Keybanc Capital Markets.
Eduardo Seda, VP, Senior Energy Analyst
Midstream, Energy MLPs
Eduardo Seda covers Master Limited Partnerships (MLPs) within the energy sector. He was a Senior Analyst at Sidoti & Company, LLC specializing in coverage of Small- and Mid-Cap Asset Managers and other financial companies. He was a Managing Director & Senior Analyst in the Energy Group at Ladenburg Thalmann & Co., Inc., responsible for coverage of Master Limited Partnerships (MLPs) and Closed-End MLP Funds within the midstream energy sector. He worked as a Director & Senior Analyst in the U.S. Natural Gas and Electric Utilities Group at UBS Investment Bank. Prior to UBS Investment Bank, he co-founded Maguire & Moore Management & Research Company, Inc.
Soumit Roy, VP, Healthcare Analyst
Cell Therapy & Targeted Medicine
Soumit Roy covers Biotechnology companies within the Healthcare sector. Dr. Roy was a Senior Research Associate at SunTrust Robinson Humphrey, covering small- and mid-cap Biotechnology companies with innovative technologies; notably T cell therapy, targeted medicines, gene editing and next generation immuno-oncology. He was post-doctoral fellow in the Clinical Immunology Department at the Icahn School of Medicine at Mount Sinai, New York. He earned his Ph.D. from the Albert Einstein College of Medicine, New York. He holds Master’s degrees in Developmental Biology and Biochemistry, and has published in the highest rated scientific journals.
Matthew Cross, Research Analyst
Cancers & Rare Diseases
Matthew Cross covers the biotechnology sector with a focus on companies developing products for the treatment of cancer and rare diseases, and also names across almost all therapeutic areas. He has been with H.C. Wainwright, providing support for coverage of companies in the biotech and specialty pharma sectors, and at Canaccord Genuity, working primarily in the specialty pharma space. He graduated from Trinity University.