BTIG’s Equity Research Analysts and Strategy professionals pool and analyze valuable data across public and private companies. Our seasoned team provides differentiated coverage across a wide universe of established and emerging growth companies. Institutional and corporate clients have access to regularly published research reports, industry observations and other insights that span consumer, energy and shipping, financials, healthcare, real estate and technology, media and telecommunications (TMT). Many of our covered companies are small and mid-cap industry disruptors that often build momentum and become prominent brands in their respective marketplaces. Clients look to us to identify trends, forecast performance and take the time to get it right.
Contextualizing Critical Data Points, BTIG Helps Clients Connect the Dots, Focus on the Big Picture and Elevate What Matters Most.
- Client Relationships Earned Through Solid, Thoughtful Analysis
- Respected Industry Professionals
- Team with a Measured Approach Yet Not Afraid to be Bold
MEET OUR ANALYSTS
Marvin Fong, CFA
Dae Gon Ha, PhD
Robert “Bert” Hazlett
Igor Levi, CFA
Gregory Lewis, CFA
Sung Ji Nam
Gray Powell, CFA
Carl Reichardt, Jr.
Thomas Shrader, PhD, CFA
Matthew VanVliet, CFA
Leveraging deep industry relationships and proprietary analysis to look at consumer tendencies, outliers and how companies quickly evolve to effectively compete against their peers.
Energy and Shipping
Identifies actionable insights and reliable data to provide clients with in-depth equity energy research across oil services.
By carefully collecting, analyzing and reporting on data from private and public companies, our analysts empower clients to make the most-informed investment decisions.
Delivers balanced and actionable insights across the healthcare sector, including medtech, life science and diagnostic tools, biotech and specialty pharmaceuticals.
Our depth of knowledge and breadth of industry contacts help institutional investors navigate the U.S. commercial and residential real estate market.
Produce exceptional equity and derivatives strategy research for institutional clients around the world.
BTIG’s Julian Emanuel Discusses How to Catch the Record Rally
BTIG Chief Equity and Derivatives Strategist appears on CNBC’s Fast Money to discuss the market, the energy and healthcare sectors, the S&P 500 and the Fed.
BTIG’s Peter Saleh Quoted by MarketWatch
BTIG Restaurants Analyst discusses Domino’s, its stock price, retail sales and market share gains.
June 10, 2020
BTIG Builds Out Healthcare Research Division with Biotechnology Analyst Dae Gon Ha, PhD
BTIG announced today that Dae Gon Ha, PhD, has joined the firm’s Healthcare Research team as a Vice President and Biotechnology Analyst. Dr. Ha will be based in BTIG’s Boston office and report to David Lenchus, Director of Research, at BTIG.
June 8, 2020
BTIG Research and Strategy Hires Industry Veteran Jake Fuller to Launch Digital Services Coverage
BTIG announced today that Jake Fuller has joined the firm as a Managing Director to launch digital services research coverage. Mr. Fuller will be based in BTIG’s New York office and report to David Lenchus, Director of Research, at BTIG.
January 14, 2020
BTIG Expands Software Equity Research Division with Gray Powell, CFA, Security Software Analyst, and Matthew VanVliet, CFA, Application Software Analyst
BTIG announced today that Gray Powell, CFA, and Matthew VanVliet, CFA, have joined the firm’s Research and Strategy division to launch coverage across the security and application software sectors. Mr. Powell and Mr. VanVliet will both report to David Lenchus, Director of Research at BTIG.
January 9, 2020
BTIG to Host Targeted Therapeutics Conference on February 24, 2020 in New York – Industry Event to Feature Key Opinion Leaders and Corporate Management Teams
BTIG announced today that the “BTIG Targeted Therapeutics Conference” will take place on Monday, February 24, 2020 in New York. The conference will be hosted by BTIG Biotechnology Analysts Tim Chiang, Robert “Bert” Hazlett, Amanda Murphy, CFA, and Thomas Shrader, PhD, CFA, and BTIG Healthcare Strategy and Franchise Sales Specialists Mikhail Keyserman, CMT, CFTe, and Michael Karmiol. The firm’s private event will include one-on-one meetings and thematic panels featuring key opinion leaders and leadership team members from several embryonic and mature therapeutic companies in the space.
November 20, 2019
BTIG Announces Expansion of Equity Research Division with Consumer Lifestyle and Wellness Brands Analyst Camilo Lyon
BTIG announced today that Camilo Lyon has joined the firm’s Research and Strategy division to launch coverage across the consumer sector, focusing on lifestyle and wellness brands. He will be based in the firm’s New York office, and will report to David Lenchus, Director of Research at BTIG.
OTHER BTIG PRODUCTS & SERVICES
Institutional Sales & Trading
With a broad global footprint, connects clients with experienced traders, and state-of-the-art technology that quickly responds and delivers results.
Trusted strategic advisory and capital markets professionals offer best-in-class solutions for clients’ tactical and transactional needs.