We Help You Improve Your Business and Competitive Intelligence.
Trusted by corporate executives, investor relations, strategy, and corporate
development teams to analyze industries, competitors and companies of
interest, and to understand how investors view their firm.
CFRA also works with regulators, including agencies overseeing U.S. private companies, private
equity corporations, accounting and law firms.
Using CFRA’s Forensic and Equity Research
corporate professionals can:
Many independent research providers claim to be conflict free, but they really aren’t. Independent research has always been at the heart of CFRA’s business model. We do not provide investment advisory services or manage portfolios because we don’t want to compete with our clients. Instead, we’ve always made it our mission to supply them with the best quality, forward-focused research.
As an independent and objective research provider, CFRA has the courage and integrity to call it like we see it on “Sell” ratings, without the influence of banking and trading relationships.
CFRA is one of the world’s largest independent research providers, but we’re still able to provide you with individualized help and support. We’re flexible enough to be able to integrate with your internal or external research reporting platforms.
See How CFRA Can Help You.
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).
