Research

A daily challenge for portfolio managers is extracting alpha and eking out investment opportunities tied to investment intent, trading strategy and style. JonesTrading’s Research Analysts produce quantitative and qualitative guidance and insight in securities with expertise from Soumit Roy, Ph.D.in Healthcare, Eduardo Seda in Energy, and Matthew Cross in Biotechnology. Our goal is to provide our clients with the information necessary to make sound investment decisions.

Biotechnology Sector

Soumit Roy, VP, Healthcare Analyst

Biotechnology Sector

Cell Therapy & Targeted Medicine

Soumit Roy covers Biotechnology companies within the Healthcare sector. Dr. Roy was a Senior Research Associate at SunTrust Robinson Humphrey, covering small- and mid-cap Biotechnology companies with innovative technologies; notably T cell therapy, targeted medicines, gene editing and next generation immuno-oncology. He was post-doctoral fellow in the Clinical Immunology Department at the Icahn School of Medicine at Mount Sinai, New York. He earned his Ph.D. from the Albert Einstein College of Medicine, New York. He holds Master’s degrees in Developmental Biology and Biochemistry, and has published in the highest rated scientific journals.

Energy Sector

Eduardo Seda, VP, Senior Energy Analyst

Energy Sector

Midstream, Energy MLPs

Eduardo Seda covers Master Limited Partnerships (MLPs) within the energy sector. He was a Senior Analyst at Sidoti & Company, LLC specializing in coverage of Small- and Mid-Cap Asset Managers and other financial companies. He was a Managing Director & Senior Analyst in the Energy Group at Ladenburg Thalmann & Co., Inc., responsible for coverage of Master Limited Partnerships (MLPs) and Closed-End MLP Funds within the midstream energy sector. He worked as a Director & Senior Analyst in the U.S. Natural Gas and Electric Utilities Group at UBS Investment Bank. Prior to UBS Investment Bank, he co-founded Maguire & Moore Management & Research Company, Inc.

Market Color

Jason Stewart, CFA, SVP, Financial Services Analyst

Financial Services Sector

Specialty Finance & Real Estate

Jason Stewart covers Specialty Finance and Real Estate companies in the Financial Services sector. An industry expert and veteran, he has over 2 decades of experience as an asset manager overseeing portfolios of real estate, fixed income, equities and derivatives. He was the Chief Operating and Investment Officer of The Promise Homes Company, LLC a private institutional owner and operator of residential rental real estate. Prior to Promise Homes, he established the institutional equity research group of Compass Point Research and Trading, serving as Managing Director and Head of Research. He holds a BS in Business Administration from the University of Richmond, and is a CFA Charterholder. He is a member of the CFA Institute and the CFA Society of Washington, D.C.

Market Color

Prakhar Agrawal, VP, Healthcare Analyst

Biotechnology Sector

Small and Mid Cap Biotech, Pharmaceuticals

Prakhar Agrawal covers biotechnology companies in Healthcare. Before JonesTrading, he was Associate Director at UBS, covering US large-cap pharmaceuticals and SMID-cap biotech. As a Senior Associate at BMO Capital Markets, he covered US and EU large-cap pharmaceutical companies. Prakhar has extensive life sciences consulting experience at IQVIA and ZS Associates where he focused on drug pricing and market access. He holds an MBA from The Fuqua School of Business, Duke University.

Market Color

Megan Woods, Research Associate

Biotechnology Sector

Megan Woods joined JonesTrading this summer as an equity research associate and will be covering biotechnology companies within the Healthcare sector. Before joining JonesTrading, Megan was a Blavatnik Fellow at Yale, partnering with academic scientists to create, build, and launch life science startups. Before Yale, she was a fellow for two years at Mayo Clinic Ventures. At MCV, she worked with Senior Business Development Managers and Licensing Managers to commercialize technologies developed from Mayo Clinic physicians and clinicians. Megan holds a PhD in Molecular Biology from Hofstra School of Medicine. Her thesis research work was on the regulation of autoantibodies developed in the germinal center during Systemic Erythematosus Lupus.