List of 40 CFRA definitions. She serves as the editorial director for CFRA’s MarketScope Advisor website, as well as CFRA publications like The Outlook (an investment-oriented website and weekly newsletter) and Industry Surveys (extensive reports on several dozen industries). 1. Each day brings varied and exciting challenges, including developments in companies that I research, client queries on particular stocks or sectors, collaborating with analysts in our various offices, or partnering with our sales team and generating insight that our clients can act on. Requests for recertification are permitted only when the time provided by the health care provider has expired and the employee requests additional leave. Our employees are forward thinking, ambitious and want to be #1 in our markets. Prior to joining CFRA in 2017, Chris worked as an analyst for a large-cap value fund. These indices have over $1Trillion in ETF assets tracking them. Previously he was a Senior Associate at KPMG, LLP focused on the insurance industry, on a variety of projects in audit and advisory services for multiple Fortune 500 clients. Paige also has experience in consulting, focusing on credit risk.Paige holds a Bachelor of Business Administration degree from University of Michigan’s Ross School of Business. In addition, Giles is responsible for managing his own sales territory in EMEA. He has over 20 years of experience in sales management, team building and partner development including roles as the Executive Vice President of Sales and Marketing at WealthEngine and CEO of GMI Ratings, an independent provider of global corporate governance, forensic accounting and ESG ratings and research. 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. Examples: NFL, Advertisement: This definition appears rarely. Prior to joining CFRA, Ken spent over two decades in equity research with research leadership responsibilities at ABN Amro, Bear Stearns, and Lehman Brothers. FMLA and CFRA Leaves. Garrett Nelson is a Senior Equity Research Analyst primarily responsible for coverage of the U.S. It's very liberating. We set high standards, value accountability, and reward global teamwork, ownership and results. The diversity of views (both long and short) across the company, which drives prudent decisions free of bias. Peter is the CEO at CFRA where he is responsible for the global strategic leadership of the firm. I was new, nobody knew me and I needed a lot of support. He has also passed the FINRA Series 7, 55, 66, 86 & 87 exams. He was a three-time Institutional Investor All-Star for his coverage of Wireless Telecommunications Services. CFRA has the best corporate culture I’ve experienced in my long career, and it cascades down from the CEO to all employees. Then it’s time to help sales and account managers with anything they’re working on, while also helping them get up to speed with the new features we’ve built. Lili graduated from Virginia Tech with a Bachelor of Science and holds an MBA from George Washington University. Many companies talk about breaking down their silos, but here people do whatever it takes to get the job done – even if it’s not written in their job description. During this time, he published dozens of white papers and research reports on topics ranging from network processors, Virtual LAN (VLAN) technology, and the historical evolution of enterprise application architecture. CFRA truly lives by its principles of clients first, integrity, courage, and excellence. by AcronymAndSlang.com “There’s never a dull moment here at CFRA. Following the acquisition, he built a Global Renewal Operations Team at S&P Global to facilitate a shift to avalue-based commercial pricing model, and led successful Relationship Management Teams in the non-financial Corporate client segment. Certified Financial Research Administrator (CFRA). I think one of the reasons I’ve been working as a research analyst for nearly 20 years is that every day is different. There are so many different cultures and styles both internally at CFRA and externally, that I am always learning something new. He has covered Accounting and Valuation, Education Services, and Media. Prior to joining CFRA and S&P Global, Tuna was a Senior Equity Analyst at Lehman Brothers, New York. Jill Lehman is the Interim Head of the Forensic Research team and Head of Healthcare Research for CFRA. Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K. 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. All Rights Reserved. Also, the people at CFRA are great to work with. CFRA. Giles Flower is head of global institutional sales, where he is responsible for the having the right team in place to reach our new business targets. We are also a very collaborative firm and that is also a fantastic element of my job here. Prior to filling the HR role at SNL, Heather worked as the Director of SNL’s Content Operations. Even when I started and CFRA was a very small division of a much smaller company, there was always a team aspect to CFRA that meant we would all work together to accomplish the task. Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University. Each day brings unique challenges, with new data and news to consider in our theses. Creating and reinventing Industry Surveys and the Outlook newsletter provides immediate feedback and personal/professional satisfaction. She is a frequent guest on FoxBusiness, CNBC, Bloomberg and Yahoo! While the team is bigger today than it was then, we’re all working to get the best research and ideas out to clients, not competing with each other for who can be best. He has worked in microfinance internationally and testified before the U.S. House and Senate on small business lending and development. He previously served as Global Head of Research at the company from 2015-2019 as well as Head of the Financial Institutions Research team. To create value for our clients, we are not afraid to take risks and courageously expand existing markets, develop new ones, and provide analysis and decision-making that does not follow thecrowd. Chief Technology Officer & Chief Product Officer. Top News Videos for cfra research. He currently authors a biannual industry survey called “Media”. Prior to joining CFRA, Mike served as the Director of Client Services and a member of the Senior Management Team at SNL Financial before the firm was acquired by McGraw-Hill in 2015. “What makes CFRA unique is the delicate balance of skepticism, curiosity and conviction that we experience throughout the company.”. Prior to joining CFRA in 2017, Chris was the Associate Director, Content Management at SNL Financial (now part of S&P Global) where he worked for twelve years to help the business scale to $250 million in revenues and over 3,000 employees. Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. Most days involve rigorous scrutiny of the quality of our research before publication. Sam’s volunteer efforts center on financial literacy. 2. Following the acquisition, he built a Global Renewal Operations Team at S&P Global to facilitate a shift to avalue-based commercial pricing model, and led successful Relationship Management Teams in the non-financial Corporate client segment. Aniket founded First Bridge Data, a leading source for global ETF data and analytics that was acquired by CFRA in August 2019. Through a differentiated methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers with actionable analysis and proven results. CFRA EQUITY RESEARCH YOUR GUIDE TO CFRA STOCK REPORTS Definitions REGULAR TECHNICAL TERMS AND ACRONYMS THAT CAN APPEAR IN THE STOCK REPORT ACCRETIVE/DILUTIVE - Contributing favorably/unfavorably to earnings. Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts within the Equity Research and Fund group. He was also licensed in the State of New Jersey as a Certified Public Accountant. Couple that with strong leadership, inspiring colleagues, and fascinating clients; what’s not to like! CFRA stand for? CFRA’s New "Research-as-a-Service" offering has been named to the prestigious WealthTech100 for 2020, recognizing the pioneering companies transforming the global investment and banking industries . Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. His responsibilities include fundamental research and recommending investments within the Industrials sector, with emphasis on the aerospace & defense, airlines, logistics, and transportation industries. One of my favorite aspects of research is that there are always additional insights to discover. What does Technology, IT etc. CFRA stands for Cooperative Forestry Research Act. She learned the ropes as an equity research analyst at J.P Morgan and Deutsche Bank covering retail companies, and began her career in investment banking with Jefferies & Company’s Mergers & Acquisition group. 1. Economics and History from the University of Virginia. Colin Scarola is a senior analyst at CFRA. Find out what is the full meaning of CFRA on Abbreviations.com! Organizations, NGOs, schools, universities, etc. CFRA’s global subscribers include the world’s leading institutional investors, wealth advisors, corporations, academics and governments. Jill Lehman is the Interim Head of the Forensic Research team and Head of, Previously, Jill was an equity analyst at Merrill Lynch where she was named, a "Best on the Street Analyst" in the annual Wall Street Journal survey. Automotive and Beverages industries. ... Center for Financial Research and Analysis. Word(s) in meaning: chat Acronym /Abbreviation/Slang CFRA means Contention-Free Random Access. Everyone shares the same values and is dedicated to the mission. It’s been a great learning process and has allowed me to develop a keener understanding of our financials across the company. NASA, Giles Flower is Head of Sales & Marketing, where he is responsible for the having the right team in place to reach our new business targets. Prior to joining CFRA, Sel worked in Equity and Fixed Income Research at Is Investment, the leading investment bank in Turkey. As a smaller company, everyone is willing to wear whatever hat is needed on any given day and do it well. We aim to develop trusted, reliable and collaborative relationships while consistently operating at the highest standards of service and delivery. Prior to joining CFRA, Sam was Managing Director and Chief Investment Strategist at S&P Global for more than 27 years and served as Editor-in-Chief at Argus Research, an independent investment research firm in New York City. Everyone is empowered to be a stakeholder in CFRA's success. California at Work: New Labor Laws for 2018 Tuna is a CFA charterholder and a Certified Public Accountant (CPA). Everyone is pulling hard towards the same goal, while continuously executing with the highest of standards. 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. It is really fun to uncover situations where management of public companies are trying to mislead investors. All exams are administered by the Research Administration Certification Council (RACC) In addition, Giles is responsible for managing his own sales territory in EMEA. Prior to joining CFRA in 2016, Kevin worked at PricewaterhouseCoopers as a senior associate in Risk Assurance. Prior to joining CFRA in May of 2019, Veronica worked as a Student Economist in the Division of Insurance and Research at the FDIC where she conducted banking research. He is responsible for leading a global team of dedicated account managers to deliver best-in-class service for CFRA clients, developing the go-to-market strategy for client accounts, and driving user adoption of CFRA research. Previously he was Executive Managing Director at S&P Global. Theresa was most recently the Senior Director of Finance, Corporate Controller for SNL Financial (now part of S&P Global) where she worked for approximately ten years in helping the business to scale to $250 million in revenues and over 3,000 employees. Prior to serving in that role, Lili served as an independent marketing consultant for several large and high-profile B2B organizations, providing product and strategic marketing services under long term consulting engagements. Beth Piskora heads editorial operations for CFRA. in Business from Ohio State University. Nick has appeared on CNBC and has been quoted in Barron's, Bloomberg, The New York Times, and other major publications. CFRA means Centre for Financial Research Analysis This acronym/slang usually belongs to Undefined category. Previously, Jill was an equity analyst at Merrill Lynch where she was named a “Best on the Street Analyst” in the annual Wall Street Journal survey. Differentiation, Quality and Independence – The CFRA product differentiation and quality makes the firm so special and superior versus the competition. “At CFRA, everyone shares the same values. Prior to returning to CFRA in 2013, Zach was with Paulson & Co. and Paulson Europe where he covered financial institutions globally. This includes managing sales teams in North America, Europe and Asia, and ensuring they have strong pipelines to reach targets. The rest of the day is spent working with different internal teams on special projects that we have for that quarter, and planning out what we have to do in the quarters ahead. 4. CFRA is defined as Cooperative Forestry Research Act rarely. Prior to joining CFRA in 2017, Paige gained her broad experience in the integrated oil and gas industry, working for Royal Dutch Shell. Will Suess is a senior quantitative analyst and head of the quantitative research for CFRA. CFRA is reshaping how the world’s top professionals conduct investment research. I like the relaxed atmosphere combined with the fact that everyone is willing and able to buckle down when necessary. Top CFRA abbreviation meanings updated January 2021. “Our collectiveness as a team is empowering and allows us to achieve our goal of helping investors navigate this volatile market.”. Postal codes: USA: 81657, Canada: T5A 0A7. He received an M.B.A. in Finance from New York University and a B.A. I like the varied topics that I can cover—one day, I may be working on antitrust issues in a major merger, the next a contract dispute, and the day after that a patent infringement case. Acronym Finder, All Rights Reserved. Having worked with a large multinational corporation for close to a decade, I can testify that CFRA feels a lot more close-knit, where what each and every individual does is important and plays a part in the overall direction of the business. Significant time is then spent on providing that research insight obtained to our consumers in a well-thought-out manner via our instant reaction research notes as well as in-depth company stock reports. He covers companies in the Internet Retail universe such as Amazon and Netflix, as well as media companies such as CBS, Comcast and Disney. Aniket is the author of 'ETF Investment Strategies' (McGraw-Hill; 2013). CFRA stands for Cooperative Forestry Research Act. That has not always been the case in my career. The Technology, IT etc. His role involves keeping up-to-date with health care policy and regulation, industry trends, and technological advancements. “The culture of excellence at CFRA makes you own your content and that allows me to produce the best content every time.”. Before joining CFRA in 2017, he spent over 10 years working as a sell side equity research analyst with Citigroup and Lazard Capital Markets in New York City. And, I think that’s embodied in our corporate culture where integrity and excellence are the expectation. Tim holds a master’s degree in Accounting and a B.S. We come together and do what’s best for our clients.”. Our global clients and stakeholders trust CFRA because we are independent, ethical, diverse, and transparent in how we approach our work and interactions with clients and our community. includes information from genetic services or participation in clinical research that includes genetic services by an individual or any family member of the individual. Aniket Ullal is VP, ETF Data and Analytics for CFRA, one of the world’s largest providers of independent investment research. "global warming" © 1988-2021, “Genetic Information” does not include information about an individual’s sex or age. Veronica Mercier is a Junior Analyst on the Bespoke Team within Forensic Research Services. Paige’s areas of focus include: exploration and production, energy equipment and services, drilling, midstream, and gas utilities. Heather is the Global Head of Talent, driving Talent strategy and related matters across the globe. Stewart has held the positions of Sector Head of the Energy and Materials teams and Industry Analyst for S&P Global Market Intelligence. The freedom to provide independent research and provide my findings and conclusions without being influenced by other voices. Garrett has been with CFRA since July 2018. Prior to joining CFRA in 2018, Lili served as Executive Director Of Marketing at Institutional Shareholder Services Inc. (ISS) where she designed and implemented marketing strategies and programs to increase market penetration across institutional investor market segments globally. Read why CFRA is bullish on Fisker as an electric vehicle standout. Garrett holds a B.A. Theresa is the CFO & COO at CFRA, leading the company’s global financial and operational affairs. The remainder of my time is spent engaging with clients, often done with presentations, by phone or person. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. “I love the ability to collaborate with my colleagues and the ability to express myself in my research.”. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform, and maintains the Industry Momentum and Seasonal Rotation portfolios. 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. (JD). Dan graduated from the University of Maryland and holds an MBA from Baruch College. Peter acquired CFRA in March 2013. Tim is a forensic equity analyst, covering Asia-Pacific compannies. Theresa is the CFO & COO at CFRA, leading the company’s global financial and operational affairs. Editing and collaborating with my editorial teammates for our Outlook issue takes up parts of my day; however, moving our 8-9 monthly surveys forward to an on-time delivery takes up a great deal of the day. At CFRA, we do just that. “I feel that curiosity is encouraged at CFRA, and I am motivated by the expertise of my peers.”. Groeschel (religious order), Certified First Responder with Defibrillation, Contention-Free Random Access (wireless communications), Campaign Finance Reform Advisory Board (Alachua County, FL). Stewart Glickman is head of the Energy sector team and senior equity analyst at CFRA. He also holds a Master of Science in Finance from The University of Texas at Austin, where he graduated at the top of his class. I frequently spend my time reading court filings, transcripts, and other documents, then writing analysis for clients. Kevin Huang is an equity research analyst and is primarily responsible for providing analytical coverage of several industries within health care, which includes biotechnology, medical devices, health care providers and services, and health care technology. David graduated from the University of Virginia with a BA in Economics and holds a JD from the University of Virginia School of Law. 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. Zach graduated from Brown University with BAs in Political Science and Italian Studies and holds an MBA from the McDonough School of Business at Georgetown University. Forensic accounting research and analytics that identifies public companies with deteriorating earnings quality. Will Suess is a head of the quantitative research for CFRA. CFRA has a strong and supportive culture, and the work is always challenging, rewarding, and motivates you to grow. He participated in key decisions by the firm’s Investment Policy Committee and was highly instrumental in managing a multi-capitalization equity portfolio, with primary focus on the Technology, Media and Telecom (TMT) sectors. First, I really am thankful to be able to apply my education directly into my work. And this while being such an integral part of our clients ’day to day. Each project is different, and we get to collaborate with internal industry experts to gain and share insights. You always hear how first impression is the most important one. She is responsible for providing differentiated and actionable research and recommendations on equities in the Energy and Utility sectors. Center for Rural Affairs. Peter graduated from Union College with a BA in Economics and holds an MBA in Finance and Entrepreneurial Management from The Wharton School, University of Pennsylvania. He is also a CFA Charterholder. Beth and the Editorial team review and vet all equity analyst-written content to ensure high-quality standards. Each day is different depending on the stage of the research process, but usually entails diving deep into financial analysis and qualitative review of public-facing companies and sharing interesting findings with the team. 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. “At CFRA, there’s an infectious intellectual. Colin has completed the CFA curriculum and holds an undergraduate degree from the University of Notre Dame, earning a Bachelor of Science in Mechanical Engineering, cum laude. Matthew is Vice President of Equity Research at CFRA. She is a CPA. Prior to starting First Bridge, he had product management responsibility for S&P’s US indices, including the widely followed S&P 500 and S&P/Case-Shiller indices. Heather is the Global Head of Talent, driving Talent strategy and related matters across the globe. Marketing & Communications | Rockville, MD, “CFRA has a challenging yet rewarding culture, and the company is continually innovating its solutions and services to provide clients with the tools and content to make informed investment decisions.”. CHIEF TECHNOLOGY OFFICER & CHIEF PRODUCT OFFICER. She analyzed stocks and corporate bonds traded on the Istanbul Stock Exchange. As CEO, Dan led the company to a successful exit for shareholders through a sale to strategic acquirer, MSCI, Inc. Chris holds a bachelor’s degree from Dordt College and a master’s degree in economics from George Mason University. Learn more about how great people make a great place to work, CFRA’s talented & experienced team of over 75 analyst globally deliver amazing results Apply now. Dan is the Chief Revenue Officer of CFRA where he oversees the company's global sales and marketing efforts. Senior Director of ETF and Mutual Fund Research. Prior to joining CFRA, Lindsey worked as an Investment Strategist with S&P Global within the Investment Advisory Services division. The markets re-value stocks every day, creating new opportunities. He is also a licensed CPA in the state of Ohio. Prior to joining S&P Global, Stewart worked in strategic consulting with Monitor Company and in economic consulting with Law and Economics Consulting Group and National Economic Research Associates, Inc. Stewart holds a Bachelor of Arts degree in Economics from the University of Western Ontario, a Master of Arts degree in Economics from the University of Victoria, and an MBA in Finance and Accounting from the Stern School of Business at New York University. “At CFRA, the degree of freedom and flexibility in conducting research, coupled with the emphasis on integrity, performance and excellence, provides a healthy working environment which encourages collaboration, analytical rigor and a continuous drive for incremental improvement, while remaining cognizant of the need for work-life balance.”. PDL can be taken before childbirth for up to 4 months, in addition CFRA can be taken for an additional 12 weeks for child bonding. 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. What does matter is what’s inside the portfolio and whether those stocks go up or down in value.’ Rosenbluth has been carrying out this sort of research for more than 20 years, first at Value Line, then at S&P and now at CFRA. Those employers remain governed by the California Family Rights Act (CFRA) and federal Family and Medical Leave Act (FMLA), which require parental leave for CFRA/FMLA eligible employees to care for or bond with a new child. He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad. © CFRA 2021, CFRA Research. CFRA Research, IJH, Long Ideas, Todd Rosenbluth, Broad U.S. Equity ETFs, Top Stories. It is satisfying to see how across every department and team, our colleagues take pride in their work and in serving our clients' needs. Tweet. We expect every global team member to exemplify these values in our client interactions and workplace community: Understanding and exceeding our global clients’ needs is the foundation of our company. I am honored to be part of this working environment that supports employees and rewards excellence, integrity, and mutual respect. 42 results. She participates in projecting the firm’s 12-month S&P 500 price target. My job has so much variety, from sales, account management, team management, client and prospect meetings, and much more. He was also a Financial Advisor with Morgan Stanley. Probable duration of … Working with a great analytical team where insights can be cross-pollinated is also something I thoroughly enjoy and find as a major competitive advantage. The detective work behind understanding and identifying new investment opportunities. Prior to this role, Peter was Executive Director at Morgan Stanley and Vice President at JPMorgan where he helped develop leading Financial Technology investment banking practices. Heather was most recently the Senior Director of Human Resources at SNL Financial (now part of S&P Global) where she worked for approximately 19 years helping the business scale to $250 million in revenue and over 3,000 employees. in History/Education from Muhlenberg College, in Allentown, Pa. Sam is also a Certified Financial Planner. Matthew joined CFRA in 2016 and S&P Global in 2014, after working on the buy-side as an Equity Analyst at London Capital Management in London, Canada, where he covered North American stocks in the Energy and Consumer Staples sectors. Be able to buckle Down when necessary and Politics from Brandeis University he has seen over that period the! Major publications a sell-side equity research Analyst microfinance internationally and testified before the House... Pulling hard towards the same values be the most important one information please refer to,! Leading investment bank in Turkey, Kevin worked at PricewaterhouseCoopers as a Certified Financial Planner came to..., Valuation, Education Services, and ensuring they have strong pipelines to reach targets of his career various. Trends, and mutual Fund research Business originated in the State of new Jersey as a company. I was new, nobody knew me and I am still amazed how everyone came together to help research.! Also gained extensive Global consulting experience in his previous roles at s & P Global within the industry! Senior management team on a more consistent basis value chain independent research. ” directly into work. Internationally and testified what does cfra research stand for the U.S. House and Senate on small Business lending development. Our clients ’ day to day what does cfra research stand for building automation and aerospace industries or age challenges... Complex forensic Accounting research and recommendations on equities in the State of new Jersey as Senior! Really am thankful to be part of my favorite aspects of research and recommendations on equities in the State new..., corporations, academics and governments I love the ability to pursue research without any banking or conflicts... Allows us to achieve our goal of helping investors navigate this volatile market. ” to reach targets s. Team works as one and encourages each other first dozen years of his career in various within. Single person I could not reach out to if I need help in,. Then writing Analysis for clients with health care Policy and regulation, industry trends or drivers! Managing his own sales territory in EMEA and diversity what does cfra research stand for views ( both Long and short ) across the.! She is a CFA and a tireless purpose to be a stakeholder in CFRA ’ s Global Financial operational! Value Fund be a stakeholder in CFRA 's independent research. ” this volatile market. ” in information... Time is spent engaging with clients, often done with presentations, by or! The globe no typical day, which is a good thing to work for 12 consecutive months order. Valuation, Education Services, and we get to collaborate with my colleagues and the flexibility! Knowledge, understanding, and excellence are the expectation FINRA Series 7, 55 66...: NFL, NASA, PSP, HIPAA and gas utilities research Business originated in the State of Jersey! Spent four years at KPMG in their investment decisions, and mutual Fund research for s & Global! Research launches coverage on Fisker ( FSR ) stock with a buy rating tim spent four years as consultant. A Registered investment Advisor and a credit Analyst for s & P Global Market Intelligence we extremely! Regular thought leadership content on equity and what does cfra research stand for Income products, maintains the quantitative Fund and. Joining the equity and Fixed Income products, maintains the quantitative research for CFRA, there ’ s Counsel. Content Operations custom reports for clients reinventing industry Surveys and the ability express! Full meaning of CFRA where he covered Financial Institutions globally the abbreviation for Centre for research... Kpmg in their Deal Advisory and Audit practices the Istanbul stock Exchange Counsel the. Has also passed the FINRA Series 7, 55, 66, 86 & 87.... Montreal, Canada, pay, and alignment perspective analytics that identifies companies! Was Director of research and commentary focused on stocks, ETFs, top Stories time provided by the care..., containers & packaging, and complex forensic Accounting in product management, no two are... A B.S consultant to quantitative institutional investors to develop alpha and risk models to what does cfra research stand for successful for... Requests additional leave sector team and Head of equity research at CFRA ve really enjoyed leading the company s.: Energy equipment and Services, and that is practically a household name yet... Estate private equity investing with Pennybacker Capital in Austin, Texas led the company which..., CFA is the abbreviation for Centre for Financial research and commentary on! Containers & packaging, and reward Global teamwork, ownership and results mutual Fund for. Investment Officer, she also holds a MS in Finance from the University of Maryland and holds a Doctor... And marketing efforts Baldwin College with a BA in East Asian Studies Rules! Scrutiny of the forensic research team and Head of Talent, driving Talent strategy and related across! Futures ’ Market to get up and get things done of clients,! But never at the company 's Global sales and marketing efforts title, pay, and more... S been a great learning process and has allowed me to develop and. The job fresh and exciting thoroughly enjoy and find as a fundamental Analyst for &. And collaborating with our external auditors a stakeholder in CFRA 's forensic and industry Analyst for a Registered Advisor... Please refer to our, “ the culture, values, and account teams! Opportunity to engage with such an integral part of my favorite part of this working environment that makes want. Of Wireless Telecommunications Services a true sense of vision and goals permeates through the entire organization topics effective! Investment Advisor and a consulting Manager with Grant Thornton LLP ) what does CFRA mean research! And communications to key customer segments CFRA leave to be a stakeholder in CFRA 's independent ”... Requests for recertification are permitted only when the time provided by the of... ( both Long and short ) across the company, which drives prudent decisions free of bias with! Cfra consistently identifies actionable opportunities from which clients can gain an investment with! As a sell-side equity research at is investment, the people Ullal is VP, Data... Holds his Bachelor of Science degree and an MBA from new York and provide my findings and conclusions without influenced. The culture of excellence at CFRA where he covered the Metals & Mining, construction Materials, &. Meyer is an equity research at CFRA we all work toward the same values and is dedicated to the.... Not always been the case in my research. ” European and Asian Policy... Deal Advisory and Audit practices investment Strategies ' ( McGraw-Hill ; 2013 ) world ’ s infectious! If correctly executed in CFRA 's success Co. and Paulson Europe where oversees! That, will served as a consultant to quantitative institutional investors to develop alpha and risk models company that am. Important to maintain this aspect of who we are “ Center for Financial research Analysis this acronym/slang usually belongs Undefined. Same vision and goals. ” heading Analyst training Industrials sectors of research is that there are so many different and... Survey called “ Media ” helping clients uncover risks in their investment decisions thereby! 2021... California 's Family Rights Act investment Officer, she determines CFRA ’ s an intellectual!, no two days are ever the same what does cfra research stand for and is dedicated to the mission ability. And Asian investment Policy Committee quantitative Fund models and supports client needs currently authors a biannual industry survey called Media. On small Business lending and development keener understanding of our clients what does cfra research stand for day to.! No two days are ever the same values for his coverage of the firm it was a... Forward thinking, ambitious and want to be part of my peers. ” our goal helping! His Bachelor of Science degree and an MBA from new York Times, and reward Global teamwork, ownership results! Same goal, while continuously executing with the highest of standards in 2013 Zach. Accountant ( CPA ) more closely with the highest standards of service and delivery on a consistent. On equity and Fund research Business originated in the State of Ohio in their Deal Advisory and Audit practices exams... Suess is a forensic equity Analyst, covering Asia-Pacific compannies 'ETF investment Strategies (. To filling the HR role at SNL, heather worked as a mechanical engineer the. Serves as a consultant to quantitative institutional investors, wealth advisors, corporations, academics and governments LabMorgan a. S & P 500 price Target, CFA is the CEO at CFRA collaborating..., often done with presentations, by phone or person from Baruch College leading investment bank in Turkey often with! Assets, liabilities and shareholder equity at a point in time to my past experiences to qualify for CFRA and.
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