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Equities Market Update May 2021

Central news from the worlds leading banks and brokerages in equities for May 2021

AB Bernstein

Research

  • Rushee JOLLY, Vice President, EU Pharma Equity Research, London, has left to join AstraZeneca as a Director, Lifecycle & Pipeline, Oncology
  • Kate XIAO, Vice President, Institutional Equity Sales, Hong Kong, has moved internally into a Senior Research Associate role covering Industrial Technology & Automation stocks

Bank of America Merrill Lynch

Management

  • Hjalmar LINDHOLM, Director, Equity Sales, Scandinavian Clients, London, has been appointed Head of Equities for the Nordics

Research

  • Frederic BOULAN, Director, Telecoms Equity Research, London, has been appointed Head of European Software Research, London
  • David HOLMES, Director, Equity Research, General Retail, London, has left to join ExodusPoint Capital Management as an Analyst
  • Kody CLARK, Guggenheim Partners, Associate, Equity Research, North American Power, Utilities & Alternative Energy, New York, has joined in a similar role
  • Alua ASKARBEK, Associate, Equity Research, New York, has left to join BlackRock as an Associate, Global Real Asset Securities, New York
  • Jonathan EISENSON, Bloomberg, Equity Research Data Analyst, New York, has joined as an Equity Research Analyst covering Data Networking & Cyber Security
  • Catherine TENNYSON, European MedTech Equity Research, London, has left to join Impax Asset Management as a Healthcare Equity Analyst, London
  • Daria NASLEDYSHEVA, Analyst, Equity Capital Markets, London, has moved internally into an Equity Research role covering Luxury Goods & Consumer Discretionary companies

Sales

  • Fabrizio WITTENBURG, Managing Director, Head of International Advisory Sales in the US, has moved internally into a SPAC Equity Capital Markets role in New York
  • Joyce ZHENG, Associate, Equity Electronic Trading, New York, has relocated to Hong Kong and taken up a Vice President, Hong Kong & China Equity Sales role
  • Jacob GERAGHTY, Analyst, European Equity Sales, London, has moved internally into an Equity Capital Markets Syndicate role

Sales Trading

  • James DE CHASTELAIN, Rezco Asset Management, Junior Research Analyst, Johannesburg, has joined as an Analyst, Equity Sales & Trading, Johannesburg

Trading

  • Christopher MONIZ, Goldman Sachs, Vice President, Equity Trader, has joined as a Director, New York

Barclays

Research

  • Philippe PICAGNE, Bank of America Merrill Lynch, Senior Equity Research Analyst, Financials, London, has joined in a similar position
  • Vinod SRINIVASARAGHAVAN, Oppenheimer, Director, Infrastructure Software Equity Research, New York, has joined as a Vice President, Software Equity Research, New York
  • Edwin DELFIN, RBC Capital Markets, Associate, BioTech Equity Research, New York, has joined as an Assistant Vice President, Biopharmaceuticals Equity Research, New York
  • Matthew SHAFFER, RBC Capital Markets, Associate, Equity Research, Midstream Energy, Refining & Mineral Interests, New York, has joined to cover US Multi-Industry stocks from New York
  • Steven BRAUN, Goldman Sachs, Equity Research Associate, New York, has joined as an Assistant Vice President, Equity Research, Healthcare, New York
  • Christopher MERCADO, formerly First Eagle Investment Management, Internal Wholesaler, has joined as an Assistant Vice President, Equity Research, New York
  • Otto SIEBER, Berenberg, Associate, Equity Research, Capital Goods & Industrial Engineering, London, has joined as an Assistant Vice President, Equity Research, European Internet, London
  • Tom ZHANG, Credit Suisse, Steel & Mining Equity Research Analyst, London, has joined in London to cover EU Steel companies

BCS Global Markets

Management

  • Luis SAENZ, Managing Director, Co-Head of Equities, London, has left to join Sinara Financial Corporation as Managing Director, Head of International Distribution

Sales

  • Penka SHOPOVA, Vice President, Equity Sales, London, has left to join Sinara Financial Corporation as Deputy Head of International Sales, London

Sales Trading

  • Margarita KOZINDA, Equity Sales Trader, London, has left

Berenberg Bank

Research

  • Donald MCLEE, Vice President, Equity Research, Shipping & Transportation, New York, has left to join Barrow Hanley Global Investors as a Director, Equity Analyst & ESG Coordinator, Dallas-Fort Worth
  • Nay Soe NAING, Equiniti, Senior Group FP&A Analyst, has joined as a Senior Associate, Equity Research, London

Sales

  • Michael NEISH, Investec, Equity Sales, New York, has joined in an Equity Sales role in London
  • Matthew JACHERA, Brookline Capital Markets, Associate, ECM, New York, has joined as a Senior Associate, US Equity Sales, New York

BMO Capital Markets

Research

  • Eddie DEARIAS, CenterSquare Investment Management, Senior Analyst, Infrastructure Securities, Philadelphia, has joined as a Vice President, Equity Research, Utilities, Power & Renewables, New York
  • Hilary LEE, Morgan Stanley, Vice President, Private Credit Fund Research, New York, has joined as an Associate, Equity Research, Food Retail & Distribution, New York
  • Daniel PARR, Cowen, Associate, Equity Research, Cable, Satellite & Telecom Services, New York, has joined as an Associate, Equity Research, Internet
  • Avi BENCHETRIT, Associate, Equity Research, Metals & Mining, Toronto, has left to join Stifel as an Associate, Investment Banking, Israel Coverage, Tel Aviv
  • Frank LIU, DBRS Morningstar, Senior Analyst, Real Estate, Toronto, has joined as an Associate, Real Estate Equity Research, Toronto

Sales

  • Michael WALSH, Stephens, Vice President, Institutional Equity Sales, Boston, has joined in a similar role

Cantor Fitzgerald

Research

  • Brian CHENG, Bank of America Merrill Lynch, Vice President, Small & Mid-Cap BioTech Equity Research, has joined in New York

Citi

Management

  • Lucy BALDWIN, Credit Suisse, Managing Director, Global Head of Equity Sales, London, has joined as Global Head of Research & Equity Advisory, London
  • Mark MANDUCA, Managing Director, Associate Director of Equity Research, London, has left to join XPO Logistics as Chief Investment Officer

Research

  • Angus TWEEDIE, Head of European Automotive Research, has left to join XPO Logistics as a Senior Vice President, Strategy, Logistics, London
  • Laurence JARVIS-SMITH, AVP, Equity Research Analyst, Hotels & Leisure, London, has left to join QinetiQ as an Investor Relations Manager, London

Sales

  • Luke MCCARTHY, Director, Equity Sales, New York, has left to join Goldman Sachs as a Vice President, Cross Asset Sales, New York

Commerzbank

In Detail

  • Commerzbank has selected ODDO BHF as its sole partner for equity brokerage and research after announcing plans to close the businesses earlier this year

Cowen

Research

  • Lannie TRIEU, Accenture, Business Strategy Consultant, M&A, San Francisco, has joined as an Associate, Semiconductor & Storage Hardware Equity Research, San Francisco

Credit Suisse

Management

  • Neil HOSIE, Head of Equities, Asia Pacific, Hong Kong, has relocated to London and has been appointed Head of Equities for EMEA in addition to the Asia Pacific region

Research

  • Nicolas WYLENZEK, Director, Global Equity Strategy, London, has left to join BNP Paribas Asset Management as a Senior Global Equity Strategist
  • Daniel HOBDEN, Pan-European Business Services Equity Research, London, has left to join Gett as Global Head of FP&A, London
  • Marius MORAR, Vice President, Equity Research, Building Products, has left to join Zelman & Associates in a similar role in New York
  • Jermaine BROWN, Vice President, Healthcare Technology & Distribution Equity Research, New York, has left to join BlackRock as an Equity Research Analyst
  • Charlie LEDERER, Associate, US Insurance Equity Research, New York, has left to join Wolfe Research as a Vice President, New York
  • Dalya HAHN, Associate, Semiconductors & SemiCap Equipment Research, New York, has left to join Capital Group as a Research Associate, New York
  • Trevor YOUNG, KPMG, Audit Associate, Kansas City, has joined as an Equity Research Associate, New York

Sales

  • Sam WEBB, Lead Resources Equity Research Analyst & Global Mining Research Coordinator, Sydney, has moved internally into an Institutional Equity Sales role
  • Emily POLLACK, MainFirst Bank, Vice President, European Equity Sales, New York, has joined in a similar position
  • Hannah BAIK, US Institutional Equity Sales, New York, has left to join Soroban Capital Partners in an Investor Relations role

Deutsche Bank

Research

  • Steve GOULDEN, Director, Business Services Equity Research, London, has left to join DRW as a Senior Cryptocurrency Analyst, London
  • Adam COCHRANE and Matthew GARLAND, both Retail Equity Research Analysts at Citi in London, have joined in similar roles
  • Bhavin SHAH, Credit Suisse, Vice President, Software Equity Research, New York, has joined as a Director, Software Equity Research

Evercore

Research

  • Kevin RIPPEY, Director, Co-Head of Internet Equity Research, New York, has left to join Weiss Multi-Strategy Advisers as a Senior Analyst, New York
  • John BELTON, Vice President, Media, Entertainment & Communications Equity Research, New York, has left to join Absoluto Partners as an Analyst, New York

Exane

Research

  • Alex MELVIN, Deloitte, Assistant Manager, London, has joined as an Associate, Equity Analyst, London

Goldman Sachs

Research

  • Alan DEVLIN, Shore Capital Markets, UK Insurance Analyst, London, has joined as Head of European Insurance Research, London
  • Yan BAI, Associate, TMT Equity Research, London, has left to join Moore Capital Management as a Long/Short Equity Analyst, London
  • Charlotte BEDICK, Rosenblatt Securities, Associate, TMT Equity Research, New York, has joined in a similar position, with a focus on Cybersecurity Software
  • Sarah DAVIS, Associate, Agribusiness Equity Research, New York, has left to join PJT Partners as an Associate, Investor Relations, New York
  • Andrew ESTES, Analyst, North America Insurance Equity Research, Salt Lake City, has left to join Wolfe Research as an Associate, Equity Research, Payments, Processors & IT Services, New York
  • Cole BARDAWILL, Senior Analyst, Equity Derivative Operations, Salt Lake City, has left to join Wolfe Research as an Associate, Equity Research, REITs, New York
  • Sara STEINER, Internet & Retail Equity Research Analyst, Tokyo, has left to join Minerva Growth Partners as a Private Equity Associate, Tokyo
  • Daniel DOWNES, Credit Suisse, Equity Research Analyst, Sydney, has joined in a similar role

Sales

  • Peter HACKWORTH, Energy & Materials Specialist Equity Sales, London, has left to join ExodusPoint Capital Management as an Analyst, Energy, London
  • Ottilia SPENCER, CLSA, Equity Sales, Sydney, has joined in an Emerging Company Equity Sales role

Haitong

Sales

  • Richard BELLAU, Redrock Advisors, Director, London, has joined as a Director, Asian Equity Sales, London
  • Dipesh SOHANI, YES Securities, Institutional Equity Sales, Mumbai, has joined in a similar role

HSBC

Research

  • Christopher JOHNEN, Delivery Hero, Co-Head of Investor Relations, Berlin, has re-joined the bank as an Equity Research Analyst covering European Platforms & Tech, having only left in August 2020 to take on the role with Delivery Hero

Sales

  • Jonathan BUTLER, Director, Asian Equity Sales, London, has been appointed Head of Asian Equity Sales, Europe, London
  • Sebastian HORN, Equity Sales, Dusseldorf, has left to join Deutsche Post as Senior Investor Relations Manager, Bonn

Investec

Research

  • Rahim KARIM, Liberum, Financial Services Equity Research, London, has joined in a similar role

Sales

  • Steve KEELING, Liberum, Head of Financials Specialist Sales, London, has joined in a Financials Specialist Sales role, London
  • James EWING, former Kepler Chevreux, European Equity Sales, New York, has joined in an Institutional Equity Sales role in New York
  • Callum HILLICKS, TD Securities, Institutional Equity Sales, has joined in an Equity Sales role in London

Jefferies

Research

  • Charles BRENNAN, Credit Suisse, Director, Technology Equity Research, London, has joined as a Senior Vice President, Equity Research, London
  • Jeet MUKHERJEE, Senior Associate, Biotechnology Equity Research, New York, has left to join Casdin Capital as a Senior Research Associate, New York
  • Ed ALTER, former Macquarie, Senior Associate, Equity Research, Large-Cap Internet & Video Games, New York, has joined as a Senior Associate, Equity Research, Video Games & Interactive Media, New York
  • Grace MENK, Morgan Stanley, Associate, TMT Equity Research, New York, has joined in a similar role
  • Ryan METZ, Associate, Equity Research, Household, Personal Care & Beverages, New York, has left to join Balyasny Asset Management as an Associate, New York
  • Chris Tiger LIU, Associate, Equity Research, Gaming, Lodging & Leisure, New York, has left to join Emmett Partners as a Long/Short Global Equities Investment Analyst, New York
  • James PEARSE, RBC Capital Markets, Equity Research Analyst, London, has joined a European Insurance Equity Research Analyst, London

Sales

  • Alex SHAER, Societe Generale, Automotive, Industrial, Aerospace & Defence Specialist Sales, London, has joined in a similar role
  • Elizabeth TRAGER, Vice President, Equity Sales, New York, has moved internally into an Associate, Technology Equity Capital Markets role

JP Morgan

Management

  • Bruna HAQ, Director, Industrials Specialist Sales, London, has been appointed Deputy Head of EMEA Equity Research and Head of Content

Research

  • Grace SMALLEY, Vice President, North America Consumer Equity Research, New York, has relocated to London to cover European Luxury & Sporting Goods companies
  • Matthew PARRON, Associate, Equity Research, Software, has left to join Citadel as an Investment Associate, Software & IT Services, New York
  • Priyanka GROVER, Piper Sandler, Associate, BioTech Equity Research, New York, has joined in a similar role
  • Stephen MCGEE, NOBLE Capital Markets, Analyst, Investment Banking, Boca Raton, has joined as an Equity Research Analyst, New York

Keefe, Bruyette & Woods

Research

  • David KONRAD, DA Davidson, Managing Director, US Banks Equity Research, New York, has joined in a similar position

Kepler Chevreux

Management

  • Jacques-Henri GAULARD, Head of Banks Sector Research, has been appointed Head of Research for the UK office

Liberum

Research

  • William EDEN, PwC, Senior Associate, London, has joined as a Financial Services Equity Research Analyst, London

Macquarie

Management

  • Robert MCKEON, DA Davidson, Senior Vice President, US Equity Sales, New York, has joined as Head of US Equity Sales, New York

Morgan Stanley

In Detail

  • Morgan Stanley has announced that it will close its onshore institutional equities business in Indonesia, but will continue to provide global clients access to the market by working with local partners

Management

  • Afshan PATEL, Prime Brokerage Sales, Singapore, has been appointed Head of Singapore Equity Sales

Research

  • Daniel WILKINSON, Healthcare Equity Research, London, has left to join Immunocore as a Senior Manager, Business Analysis
  • Fiona HYNES, Federated Hermes, US TMT Equity Research Analyst, New York, has joined as an Associate, Equity Research, US Software, New York
  • Christine YANG, Associate, Equity Research, Consumer Staples, New York, has left to join Afterpay as a Senior Analyst, Sales Strategy,
  • Cynthia CAMPO, Associate, Equity Research, Specialty Retail, New York, has left to join Wellington Management as a Research Associate, Internet, Boston
  • William TANG, Susquehanna International, Associate, Equity Research, Chemicals & Agriculture, New York, has joined in a similar role
  • Michael INFANTE, Analyst, Equity Capital Markets, FinTech & Media, New York, has moved internally into an Equity Research role

Trading

  • Jake HERMAN, Equity Trader, Utilities, Chemicals, Business Services, Leisure, Transport & Emerging Markets, London, has left

Needham

Research

  • Ami FADIA, Leerink Partners, Managing Director, Pharmaceuticals Equity Research, New York, has joined as a Managing Director, Senior BioTech Equity Research Analyst

N+1 Singer

Sales Trading

  • Ashneel DUBB, former Winterflood Securities, UK Institutional Equity Sales Trader, London, has joined as a UK Equities Market Maker, London

Oppenheimer

Research

  • Ray MCDONOUGH, Credit Suisse, Vice President, Software Equity Research, has joined as an Executive Director & Senior Analyst, SaaS & Application Software, New York
  • Theodor THUN, Wolfe Research, Associate, Consumer Equity Research, New York, has joined as an Associate, SaaS & Application Software, New York

Panmure Gordon

Sales

  • Benoit RABU, former Atlantic Equities, US Equity Research Sales, London, has joined as a Director, Pan European Sales, London
  • Chris WEST, VLSI Research, Senior Account Manager, Cambridge, has joined in an Equity Sales role in London

Piper Sandler

Research

  • Miguel COELHO, Truist Securities, BioTech Equity Research, New York, has joined in a similar role
  • Connor RATTIGAN, Consumer Edge, Equity Research Associate, New York, has joined as an Equity Research Associate covering Food, Tobacco & Cannabis stocks

RBC Capital Markets

Research

  • Rishi JALURIA, DA Davidson, Managing Director, Software Research Analyst, San Francisco, has joined in a similar position
  • John SHUTER has joined as an Associate, Technology Equity Research, Toronto

Sales

  • Matthew SALMON, Ampol Australia, Senior Investor Relations, Sydney, has joined as a Vice President, Equity Sales, Sydney

Trading

  • Rishi DUTT, Equity Trader, New York, has left to join Balyasny Asset Management as an Equity Trader, New York

Santander

Management

  • Pedro BALCAO-REIS, Managing Director, Head of Equity Sales, New York, has been appointed Head of Cash Equities for the US

Societe Generale

Sales

  • Rob PEREZ, Mediobanca, European Equity Sales, New York, has joined as a Director, New York

Stifel

Research

  • Renato GARGIULO, Bestinver, Equity Analyst, Milan, has joined as a Director, Senior Equity Analyst covering the Industrials sector in Milan

UBS

Research

  • Florent DEHLINGER, Associate Director, European Aerospace & Defence Equity Research, London, has left to join PJT Partners as an Investment Banking Associate, London
  • Aryan NOROZI, Associate Director, Retail & Consumer Products Equity Research, Sydney, has left to join Barrenjoey as a Founding Principal, Emerging Companies Research, Sydney
  • Jason PARK, Barclays, Assistant Vice President, Technology Equity Research New York, has joined as an Associate Director covering US Semiconductors & Semiconductor Capital Equipment, New York
  • Scott MCCONNELL, Associate Director, Equity Research, Consumer Discretionary, New York, has left to join 2Xideas as a Consumer Internet Equity Analyst, New York
  • Alanna MURDAY, Small & Mid-Cap Biotechnology Equity Research, has left to join Oncorus as a Senior Manager, Business Development
  • Brett GASAWAY, Associate, Equity Research, Healthcare, New York, has left to join Candid as a Manager, Strategic Planning & Analysis, New York
  • Arsh TANDON, Associate, Equity Research, US Financial Exchanges, Business Services, Rating Agencies & Real Estate Brokers, New York, has left to join YipitData as a Research Associate, New York

Sales

  • Lauren MORAN, APAC Equity Sales, New York, has left to join Jarden in an Institutional Equity Sales role in Sydney

Trading

  • Jaffer DAWOOD, Rand Merchant Bank, Equity Trader, Johannesburg, has joined as Head of Trading, Johannesburg

William Blair

Research

  • Blake KEATING, Seaport Global Holdings, Associate, Equity Research, Specialty Chemical & Semiconductor Materials, Chicago, has joined in a similar position
  • Patrick MCILWEE, Northern Trust, Senior Credit Portfolio Manager, Chicago, has joined as an Associate, Equity Research, Real Estate & Education Technology, Chicago

Miscellaneous

Research

  • Sebastian HOU, CLSA, Managing Director, Head of Technology Research, Hong Kong, has left to join Neuberger Berman as a Senior Investment Analyst, Thematic Technology Equity Research, Taipei City
  • Maggie YE, JP Morgan, Investment Specialist, Asset & Wealth Management, Hong Kong, has joined CLSA as an Equity Research Associate, China Internet, Hong Kong
  • Paul MORLAND, former Panmure Gordon, Senior Technology Analyst, London, has joined Alvarium Capital Partners as a Partner, Senior Technology Analyst, London
  • Karl MORRIS, former Keefe, Bruyette & Woods, Senior Vice President, Global Financials Research, London, has joined Edison Group as a Director, London
  • Benjy SCURLOCK, Arete Research, Equity Research Analyst, Internet & Video Games, London, has left to join CPP Investment Board as an Associate, Active Fundamental Equities, London
  • Mehdi GOUDARZI, Back Bay Group, Consultant, Scientific Advisor, Boston, has joined Truist Securities as a BioTech Equity Research Associate, New York

Sales

  • Akash PATEL, Edelweiss Securities, Deputy Head, Equity Sales, has been appointed Head of Equity Sales, Mumbai
  • Pankaj KARDE, Systematix Group, Director, Head of Institutional Equity Sales, Mumbai, has joined YES Securities as a Group Executive Vice President, Institutional Sales, Mumbai
  • Eric SHATTENKIRK, Tradeweb, Director, Equity Sales, has left to join Millennium as a Trader, New York

Sales Trading

  • Mark BURLISON, Bradesco Securities, LatAm Sales Trading, London, has left

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