Featured Equity Research Experts

David B. Rewcastle is an Equity and Fixed Income Analyst with a background in Finance, Economics, and Middle East Studies. David has been a security analyst in numerous industry sectors, originally with a concentration in Energy and Utilities for nearly two decades; receiving numerous accolades for stock picking returns and earnings estimate accuracy. David won the Wall Street Journal’s “Best On The Street” award for portfolio performance in the Oilfield Services Sector, has been awarded the top-ranked stock picker for the Gas Utility Sector by Starmine/Forbes Magazine, and Starmine/Financial Times rated David as the #3 analyst/stockpicker in the US Gas Utility sector.

I know someone who knows someone:)Current affiliate projects I'm working on- Connecting people who are interested in investing in international real estate (main focus : UK, Greece and Egypt) with pie.properties. Ask me about the free consulation session!- Connecting people who want to improve their productivity by beating digital distractions to Focusmate (Ask me to send you a free trial).

Andrius Budnikas is a capital-markets professional with more than a fifteen years of experience across investing, M&A, corporate strategy, and leadership. He currently works within a family office serving ultra-high-net-worth individuals, where he evaluates global investment opportunities, oversees portfolio performance, and supports long-term strategic decision-making across multiple asset classes. He is also the Co-Founder and Chief Product Officer at Gainify, where he applies his quantitative training and product vision to build one of the most advanced equity-research and stock-screening platforms available. His work focuses on delivering institutional-grade analytics in a clean, accessible, and scalable way for modern retail investors. Andrius has developed deep sector expertise across banking, insurance, fintech, and healthcare. His leadership background includes roles in business development, corporate strategy, and M&A, as well as board-level responsibilities. He previously served as Chairman of Hila, one of Lithuania’s leading private clinic networks, where he helped guide growth, operational performance, and strategic direction. He also held a supervisory board role at Urbo Bankas, contributing to governance and long-term planning. Academically, he holds a Master’s degree in Applied Statistics from the University of Oxford, graduating with Distinction, and a First-Class degree in Mathematics with Economics from University College London. This analytical foundation underpins his approach to investing, problem-solving, and product innovation. Known for combining quantitative rigour, sector insight, and strategic clarity, Andrius operates at the intersection of family-office investing, operational value creation, and fintech product development.

- investment banking analyst at JP Morgan - long/short hedge fund analyst at a tiger cub - software startup 6th employee (acquired) - uber - dropbox - startup in stealth Writing publicly at https://leonlins.com/

IPO Ideas is your trusted platform for upcoming IPOs in India, helping investors discover best IPO ideas, analyze live IPO subscription status, and track IPO allotment status in one place. Stay updated with grey market premium (GMP) trends and post-listing performance to make smarter investment decisions. Whether you want to apply for IPO online using ASBA or UPI, compare IPO GMP today, check allotment results, or explore the best IPO stocks to apply, we simplify every step of the IPO journey for retail and HNI investors. Invest confidently with transparent insights, expert IPO analysis, and real-time market demand updates.

With experience as an Executive Research Leader, I have a multifaceted background in…

I like to research stuff (companies, industries, products I'm interested in purchasing etc)

I am a Risk Management and Cyber Security professional, providing services to public and private sector clients for over 15 years.I graduated from Mount Saint Mary's in 2006 with a Bachelor's Degree in Computer Science.My most worked for award is my rank of Eagle Scout in the Boy Scouts of America, which I received on January 13, 1999.

I’m a fee-only fiduciary financial adviser, chief investment officer and founder of Cedar Point Capital Partners, where I help executives, business owners, and affluent families navigate complex financial decisions with clarity and discipline. I regularly comment on investment strategy, retirement planning, tax-aware wealth management, and how households actually manage cash, risk, and returns in real-world markets. My perspective centers on long-term thinking, realistic return expectations, and minimizing the practical risks that often drive outcomes during periods of market stress or transition. I’ve been featured in national and regional media on topics including retirement policy, savings strategies, and fiduciary excellence. As you may expect given my role, I am registered as an Investment Adviser Representative with Cedar Point Capital Partners LLC, a registered investment adviser. The perspectives I share here or in any media I provide commentary in are general in nature and not intended as individualized investment advice. For more information, please visit: https://www.cedarpointcap.com/disclaimers-disclosures/

I am a Senior IT Business Analyst, Product Owner, and Project Lead with 10+ years of experience delivering complex digital systems in banking, fintech, SaaS, and large-scale enterprise environments. I specialize in how technology, data, and business decisions intersect—particularly in areas where complexity, regulation, and high risk meet innovation. Over my career, I have led and delivered mission-critical transformation projects, including large-scale data and functionality migrations, microservices transformations, and AI-driven initiatives within global financial institutions and international tech companies. My background uniquely combines: Classical banking and financial analysis (corporate and retail banking), Modern IT delivery (Agile, APIs, microservices, cloud, data platforms), Strategic business analysis at executive and cross-organizational level. I am the author of a professional book on building and scaling IT Business Analysis departments, a regular conference speaker, and a published author on topics such as: AI and digital transformation Ethics, data privacy, and responsible technology Requirements engineering and software quality The real business impact of analytics and automation I also serve as an expert judge for international IT and innovation competitions, reviewing technology projects, startups, and digital transformation initiatives. Journalists reach out to me for clear, practical, and evidence-based commentary on: AI adoption in business and banking Digital transformation failures and success factors Data ethics, privacy, and regulation Why large IT projects succeed—or collapse The evolving role of analysts, product owners, and tech leadership I am known for translating complex technical or regulatory topics into clear, quotable insights that resonate with both expert and non-technical audiences. Available for interviews, expert commentary, background briefings, and opinion pieces.

Influencer | Featured on Times of India | 4x World Record Holder | 10x Microsoft & Azure Certified Expert | ITIL® 4 Specialist Certified | 44x IBM & Design Thinking Certified | SNOW | NOC/IMS/CIS Specialist | Digital & Social Media Marketer | Brand Promoter & Lead Generator

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

Fred Xue is a product and research leader focused on AI-assisted policy intelligence, strategic scenario analysis, and cross-domain research synthesis. He works on designing research frameworks that translate complex public data, regulatory signals, and macro-level trends into structured insights for decision-makers. His work emphasizes analytical rigor, methodological transparency, and the practical application of AI in policy and strategic decision contexts.

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Matt Jude is a CERTIFIED FINANCIAL PLANNER practitioner and Equity Compensation Associate at Rebalance, a fee-only SEC-Registered Investment Adviser (RIA) that provides in investment management and comprehensive financial planning services.Areas of service: Financial Planning, Investment Management, Retirement Planning, Cash Flow Planning, Equity Compensation Planning, Tax Planning, Estate Planning, Education Funding, Insurance PlanningCertified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

I have close to 10 years’ experience working in the executive search sector across Asia Pacific. I am committed in connecting to talented individuals with leading organisations in management consulting and trading commodities industry. I have a track record of placing mid to senior level hires across industries such as Commodities and Energy, Research and Consulting helping clients to identify top talent across key business functions. I take a unique approach to a job search to ensure your experience with our team at Kepler Search is worth it. Recent successes:  * Placed the HR role in a one of the big oil & gas company. * Recruited an operation role for leading oil company * Hired for a Senior Analyst in a well-known management consulting company. Currently hiring for: * Quant Analyst - Oil company * Biofuel Operator- big oil companyAbout me: * In-depth understanding of management consulting and commodities trading industry * Extensive industry knowledge and robust professional network * Committed to privacy and delivering exceptional results Connect with me to discuss your career ambition and how we can help you reach your goals.Specialism: executive search, market intelligence, competitor analysis, retention & internal benchmarking and workforce planning.Contact me at:Office: +65 65408770Eva.Toledo@keplersearch.comwww.keplersearch.com | EA Licence no. 18S9419 |

Adam has over 25 years of experience in private funds and asset management compliance. Prior to joining Optima, Adam was a Partner & CCO of J. Goldman & Co., L.P. (JGC), an SEC and NFA registered global multi-strategy/multi-manager hedge fund with long/short equity and quant strategies comprising several billion in AUM, for over a decade. Adam served on JGC’s Operating Committee, led governance restructuring, jointly oversaw the HR, IR, Operations, and IT Departments, and managed all legal, regulatory, and compliance matters globally. Previously, Adam was the Global CCO of John A. Levin & Co. (f.k.a BKF Asset Management, Inc.) and held management positions on the sell side at several regional wire houses including Ladenburg Thalmann & Co. and Gruntal & Co. Adam is a regular contributor to various investment industry periodicals and frequently speaks at industry events on a wide range of topics, including insider trading, trade desk oversight, data integrity/ big data/AI compliance, third party vendor due-diligence, CCO liability and managing regulatory examinations/investigations. In 2016, Adam was invited by the SEC to speak at their Annual National CCO Outreach program. Adam also served on the Board of Directors of The National Society of Compliance Professionals (“NSCP”) from 2010-2018, where he created and chaired the NSCP Private Funds Committee and NSCP Regulatory Interchanges. Adam works with private funds and wealth managers of varying sizes, strategy and complexities including, hedge, quant, private equity, real estate, and venture capital to build out practical compliance programs and provide ongoing regulatory compliance advice and support. Adam manages numerous regulatory examinations and inquiries and works with clients in undertaking mock examinations to ensure preparedness.

I’m the founder, editor, and lead writer at OffScript Studio, a media project focused on anime, K-pop, and the global fandom cultures driving entertainment. I write about creative industries, fan psychology, storytelling, and cultural influence. I have several years of experience writing online across niche communities and digital projects, which helped me refine an editorial voice that blends context, insight, and human perspective. I'm interested in how internet culture, commerce, and storytelling intersect to shape taste, influence, and identity. I believe pop culture deserves deeper coverage, better language, and more respect. My long-term goal is to scale OffScript Studio into an independent outlet that elevates conversation around creative industries through thoughtful editorial, interviews, and multimedia storytelling.