You want to give your patrons and students access to the best resource for all things investing.
CFRA offers high-quality, cost-effective research solutions – developed exclusively for academics and librarians, providing thorough analysis of companies and investment options that go well beyond reviewing past performance and focuses on the factors that drive future sucess.
CFRA by the numbers
Educators and librarians at top institutions all over the world depend on CFRA for their research needs:
We’re more thorough in our analysis of companies and investment options.
We go well beyond reviewing past performance.
We focus on factors that drive future performance.
We make it easy to cut through the clutter to find facts that matter.
Our research is cost-effective and won’t break your budget.
MarketScope Advisor, CFRA’s proprietary platform, has been developed to address the most common issues faced by librarians and their patrons:
High quality, independent research for libraries and academics.
We offer a complete array of
research reports designed to
meet the needs of virtually any
educator or librarian:
Our materials are developed to
help educators, students and
others make new connections to
gain fresh insights:
Trends and Ideas
The Outlook Newsletter
Bound print delivery for individual libraries Online platform for individual libraries, library systems, or consortia.
See Why CFRA’s Approach is Better.
Prior to joining S&P Global in 1989 and CFRA in 2016, Sam served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
He holds an MBA in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is a CFP® certificant and is a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania.
Follow Sam on Twitter: @StovallCFRA
Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
Follow Todd on Twitter at: @ToddCFRA
Prior to joining CFRA, Lindsey worked as an Investment Strategist with S&P Global within the Investment Advisory Services division. She worked in several different capacities at TheStreet.com before that, from helping to manage Jim Cramer’s small and mid-cap Charitable Trusts, to leading trader blog conversations and writing research. She learned the ropes as an equity research analyst at J.P Morgan and Deutsche Bank covering retail companies, and began her career in investment banking with Jefferies & Company’s Mergers & Acquisition group.
Follow Lindsey on Twitter: @LBellCFRA
Prior to joining CFRA and S&P Global, Tuna was a Senior Equity Analyst at Lehman Brothers, New York. He participated in key decisions by the firm’s Investment Policy Committee and was highly instrumental in managing a multi-capitalization equity portfolio, with primary focus on the Technology, Media and Telecom (TMT) sectors. Tuna also gained extensive global consulting experience in his previous roles at Arthur Andersen and KPMG.
Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K. He also holds a B.Sc. in Accounting from University of Nigeria as well as LL.B. (JD). Tuna is a CFA charterholder and a Certified Public Accountant (CPA).