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.

- 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/

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.

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.

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.

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.

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.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

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.

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Karthikeyan Ramdass a seasoned cybersecurity professional with over 18 years of experience securing mission-critical systems for leading Fortune 500 companies across industries including aviation, finance, automotive, and technology. I have played a pivotal role in protecting organizations such as Southwest Airlines, Wells Fargo, Morgan Stanley, Toyota Motors North America, AIG, Cognizant, Salesforce, and Deluxe Corporation. Specializing in application security, vulnerability management, secure architecture, and supply chain defense, led the design and implementation of enterprise-scale security frameworks, CI/CD pipelines, and advanced security testing solutions. Extensive experience in SAST, DAST, SCA, zero-day vulnerability management, and penetration testing, ensuring compliance with global standards such as NIST CSF, PCI DSS, and OWASP Top 10.

I am a seasoned professional with over 10 years of experience in the market research and consulting industry, specializing in business intelligence, market insights, and project intelligence for the energy, power, and construction sectors. As Director & Principal Analyst at Blackridge Research & Consulting, I am driven by a clear vision: to position the company as the trusted leader in business intelligence and the ‘Best-in-Class’ source of project intelligence worldwide. By delivering objective research, actionable insights, and data-driven analysis, I help organizations uncover new opportunities, reduce risk, and make smarter business decisions. Passionate about excellence and innovation, I focus on building strong teams, hiring and mentoring top talent, and fostering a culture of growth. My mission is not only to guide businesses with clarity but also to empower professionals who share the commitment to delivering high-value intelligence to clients across global markets. Always striving to stay ahead of industry trends, I bring a forward-thinking and client-centric approach to help companies anticipate change, achieve sustainable growth, and succeed in competitive landscapes.

My professional journey has taken me through various roles where I've sharpened my skills in risk assessment, financial analysis, and building enduring client relationships.Achieving success for me goes beyond the immediate task at hand. It’s about seeing the bigger picture and making a tangible impact in the long term success of the organization. I’m passionate about developing new frameworks that create sustainable and repeatable outcomes within my work. I also believe in the power of collaboration and shared insights to drive progress for each member of my team.I welcome connections from fellow professionals and anyone interested in discussing the future of finance and the potential for innovation within our field. Together, let’s explore the possibilities.