Research

A daily challenge for portfolio managers is extracting alpha and seeking 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, PhD, and Prakhar Agrawal in Healthcare, Eduardo Seda in Energy, and Jason Stewart in Financial Services. Our goal is to provide our clients with the information necessary to make sound investment decisions.

Biotechnology Sector

Soumit Roy, PhD, Managing Director, Healthcare Analyst

Director of Research

Biotechnology Sector

Cell Therapy & Targeted Medicine

Soumit Roy, PhD covers Biotechnology companies within the Healthcare sector. Soumit’s focus is on disruptive technology with specialization in oncology, notably T cell therapy, targeted medicines, and next generation immuno-oncology. Before joining JonesTrading, Dr. Roy was a Senior Research Associate at SunTrust Robinson Humphrey, covering small- and mid-cap biotechnology companies. He was a 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, SVP, Energy Analyst

Energy Sector

Midstream Energy MLPs & C-Corps

Eduardo Seda covers Master Limited Partnerships (MLPs) & C-Corps within the midstream energy sector. Before joining JonesTrading, 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. and Maguire & Moore Capital Advisors. He holds an MBA from Columbia Business School, Columbia University.

Financial Services Sector

Jason Stewart, CFA, Managing Director, Financial Services Analyst

Financial Services Sector

Specialty Finance & Real Estate

Jason Stewart covers Specialty Finance and Real Estate companies within 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.

Biotechnology Sector

Prakhar Agrawal, VP, Healthcare Analyst

Biotechnology Sector

Small and Mid Cap Biotech, Pharmaceuticals

Prakhar Agrawal covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, he was an Associate Director at UBS, covering US large-cap pharmaceuticals and smid-cap biotech. Before UBS, he was a Senior Associate at BMO Capital Markets, covering US and EU large-cap pharmaceutical companies. Prakhar also 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.

Biotechnology Sector

Catherine Novack, MS, Healthcare Analyst

Biotechnology Sector

Small and Mid Cap Biotech, Pharmaceuticals

Catherine Novack covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, Ms. Novack worked as a research associate covering biotechnology and healthcare at Canaccord Genuity and National Securities. Previously, she contributed to business development efforts at an early-stage medical technology startup. She has a master’s degree in international affairs from Columbia University and a BA from Kenyon College, and she received a Fulbright grant from the US Student Program.

Market Color

Danya Ben-Hail, PhD, Research Associate

Biotechnology Sector

Cell Therapy & Targeted Medicine

Danya Ben-Hail Ph.D., is an equity research associate and covers biotechnology companies within the Healthcare sector. Before joining JonesTrading, Dr. Ben-Hail was an Associate Consultant at Cello Health BioConsulting, applying strategy to early and development stage platforms and programs within oncology, autoimmune disorders, and rare diseases. Prior to consulting, she was a postdoctoral fellow at the Advanced Science Research Center in City University of New York, researching structures of protein complexes. She obtained her Ph.D. degree at Ben Gurion University of the Negev in Israel, studying mitochondrial channels and their role in cell death, and has numerous publications in scientific journals.

Market Color

Matthew Erdner, Research Associate

Financial Services Sector

Specialty Finance & Real Estate

Matthew Erdner covers Specialty Finance and Real Estate companies within the Financial Services Sector. Before joining JonesTrading, Matthew worked as a Data Engineer at Interloop.ai, specializing in data visualization and data migration. He has a BS in Data Science with an emphasis in Business Intelligence from The College of Charleston.