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.
Soumit Roy, VP, Healthcare Analyst
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.
Eduardo Seda, VP, Senior Energy Analyst
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.
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.