small-capital

Our Research Team

We cover a wide range of industry groups with wire house analysts that have advanced degrees in there respective fields. All our analysts have extensive experience in writing research for small, mid and large cap companies. They have been quoted and featured in the biggest and most respected financial media outlets in the world such as: The Wall Street Journal, Reuters,Bloomberg, Entrepreneur Magazine and others.

Here is a sampling of firms they have held senior research positions in.

UBS Warburg
Merrill Lynch-affiliate
Scotia Bank-Canada
Indosuez W.I Carr
The Sterling Group- LBO
Prudential Securities
A.G.Edwards

Waheed Hassan, CFA Director of Research

Mr. Hassan has worked as a Senior Research analyst with Indosuez W.I. Carr Securities, UBS Warburg, and an affiliate of Merrill Lynch. He was rated amongst #1 Financial Sector research analysts in The Reuters Survey of Global Emerging Markets 1998. Similarly, he was a member of the #1 rated research team according to The Reuters Survey of Global Emerging Markets 1999 and Euromoney Awards for Excellence 2000. He is a member of AIMR, and got his MBA with Beta Gamma Sigma honor membership from Vanderbilt University. He has been featured in the Entrepreneur Magazine, and quoted in The Wall Street Journal, Bloomberg and Reuters.

Sam Kiri, CFA

Mr. Kiri has over 12 years equity research and asset management experience in both North America and the Far East, with expertise in Banks, Resources, Energy (Oil & Gas) and Technology sectors. He worked as a senior analyst for an affiliate of W.I.Carr Indosuez group in Asia. Presently, he is a senior analyst with a large asset management firm in Canada, with over C$17 billion assets under management. Sam is a CFA Charter Holder, a qualified Management Accountant and has a MBA from England. He is a member of the Corporate Presentations Committee - Toronto Society of Financial Analysts and a Visiting Lecturer for Capital Markets and Corporate Finance at the University of Toronto - School of Continuing Studies.

Clay Mahaffey, CFA

Mr. Mahaffey began his career with Exxon Chemical in engineering and technical assignments and later moved into sales and marketing. He conducted merger and acquisition services for The Sterling Group and led an LBO program targeting a segment of the specialty chemical industry for a Boston based financial service firm. He has worked with Investors Capital Management, Inc, and also as an independent equity analyst with Pittsburg Research covering chemical and energy stocks. Mr. Mahaffey has a BS in Chemical Engineering from LSU and an MBA from The Wharton School, University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) charter.

Andre Garnet, Senior Research Analyst

Mr. Garnet brings Investology close to fifteen years of experience as an equity research analyst as well as specialized expertise in the healthcare and biotechnology sectors. Mr. Garnet's prior experience includes work as a Senior Analyst at firms such as Prudential Securities, SouthCoast Capital and A.G. Edwards. He was also a Managing Director at Ladenburg Thalmann. His earlier experience includes building and heading an internal consulting unit that specialized in strategic planning and M&A for WR Grace & Co. as well as heading an analytical chemistry laboratory for Ciba Geigy (now Novartis). Mr. Garnet earned Belgian undergraduate and graduate degrees in Biochemistry and an MBA degree in Finance from Pace University.

Note: the above represents a sampling of our analyst group we have additional analysts that we use on a contract bases at our discretion.

 

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