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Equity Research

Industry experience, analysis, and actionable ideas

Equity Research Group

A recognized leader with a deep and broad spectrum of coverage.

Stifel’s Equity Research Group is comprised of award-winning analysts, many with significant hands-on experience in their respective industries. We offer objective, in-depth analysis and timely, actionable research ideas on more than 2,000 stocks across multiple sectors and geographies.

We are focused on producing proprietary and differentiated research, based on deep industry knowledge, access to unique proprietary events, management interviews, company site visits, channel checks, and insightful surveys and questioning of customers and key opinion leaders.

Combined with KBW, Stifel operates the second largest U.S. equity research platform and is the largest provider of global small-cap coverage¹.

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Award Winning Global Research¹

Stifel’s researchers cover the economic forces taking shape around the world.

U.S.

Leading provider of U.S. equity research, including extensive mid and small-cap coverage. We have market-leading positions in virtually all sectors led by analysts with deep investment and industry expertise.

Europe

Our European research is sector-focused but primarily serving specific geographical end markets, with an emphasis on German, Swiss, French and Italian Companies.

UK

Stifel’s UK equity research analysts are recognized leaders in providing in-depth investment analysis and recommendations on small and mid-cap stock across 11 sectors.

Canada

Industry-leading research via Stifel Canada, top ranked provider of Canadian small-cap research.

Coverage & Disclosures

Learn more about the Stifel Equity Research Group.

1Source: StarMine rankings as of 1/31/21. Overall coverage includes only companies with a rating and domiciled in the U.S. Does not include closed-end funds. Small cap includes market caps less than $1 billion. Figures and award rankings include Stifel affiliate Keefe, Bruyette & Woods (KBW) and other firms acquired by Stifel Financial Corp.

About the Refinitiv StarMine Analyst Awards: Based on StarMine methodology, the Refinitiv StarMine Analyst Awards objectively measure the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The 2020 stock picking awards are based on the 2019 calendar-year performance of recommendations. The 2020 awards for estimating performance are scored on the fiscal period that reported between April 1, 2019, and March 31, 2020. Only analyst performance on companies that are based in the U.S. is included in the awards calculations. 1,761 analysts from 156 firms qualified for this year’s awards.

Leadership Team

Team

Brian Donlin

Co-Head of U.S. Equity Research and Head of Equity Derivatives Strategy

New York

Team

Thomas Roderick

Co-Head of U.S. Equity Research

Chicago

Team

Mark Davies Jones

Managing Director

London

Team

Lyonel Francoy

Head of European Equity Research

Paris

Team

Greg MacDonald

Managing Director, Head of Research, Stifel Canada

Toronto

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Leading Analysts

Team

Selman Akyol

Managing Director

Saint Louis

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Team

Dan Arias

Managing Director

New York

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Team

Jonathan Block

Managing Director

New York

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Team

Adam Borg

Managing Director

New York

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Team

Andrew Breichmanas

Managing Director

London

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Team

John Cahill

Managing Director

London

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Team

Paul de Froment

Managing Director

Paris

Team

James Duffy

Managing Director

Denver

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Team

Stephen Gengaro

Managing Director

Florham Park

Team

Ian Gillies

Managing Director

Toronto

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Team

David Grossman

Managing Director

San Francisco

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Team

Andreas Heine

Managing Director

Munich

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Team

Chris O’Cull

Managing Director

Nashville

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Team

Nathan Jones

Managing Director

Denver

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Team

Mark Kelley

Managing Director

Chicago

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Team

Benjamin Kohnke

Managing Director, Head of Research Germany

Frankfurt

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Team

Martin Landry

Managing Director

Montreal

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Team

Eric Le Berrigaud

Managing Director

Paris

Team

Paul Matteis

Managing Director, Head of Therapeutics Research

Boston

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Team

Brad R. Reback

Managing Director

Atlanta

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Team

Alexander Reiss

Managing Director

New York

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Team

Ingrid Rico

Managing Director

Toronto

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Team

Shlomo Rosenbaum

Managing Director

Baltimore

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Team

Ruben Roy

Managing Director

New York

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Team

Annabel Samimy

Managing Director

New York

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Team

Daniel Schwarz

Managing Director

Frankfurt

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Team

Iain Scouller

Managing Director

London

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Team

Jonathan Siegmann

Managing Director

Boston

Team

Chandra Sriraman

Managing Director

London

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Team

Jeffrey Stantial

Managing Director

New York

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Team

Suthan Sukumar

Managing Director

Toronto

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Team

Tore Svanberg

Managing Director

San Francisco

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Team

Alex Thompson

Managing Director

Boston

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Team

Chris Wheaton

Managing Director

London

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Team

Steven M. Wieczynski

Managing Director

Baltimore

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Team

Stephen Willey

Managing Director

New York, Stamford

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Team

Rick A. Wise

Managing Director

New York

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Team

Tobias Woerner

Managing Director

London

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Team

Simon Yarmak

Managing Director

Baltimore

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Team

Johannes Braun

Director

Frankfurt

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Team

Sam Dindol

Director

London

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Team

Sebastian Davidson

Director

London

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Team

J. Bruce Chan

Director

Miami

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Team

Brian Chin

Director

Baltimore

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Team

Christian Glennie

Director

London

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Team

Parker J. Lane

Director

Chicago

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Team

Cedric Lecasble

Director

Paris

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Team

Denese Newton

Director

London

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Team

David Round

Director

London

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Team

Matthew Smith

Director

Saint Louis

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Team

Jürgen Wagner

Director

Frankfurt

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Team

W. Andrew Carter

Vice President

Saint Louis

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Team

Erik Rasmussen

Vice President

New York

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Team

Yannik Siering

Vice President

Frankfurt

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Team

Thomas Stephan

Vice President

New York

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