ARGUS RESEARCH - Key Persons
Job Titles:
- Vice President Technology / Vice President of Technology
Bill joined Argus in 1999 and is responsible for the IT infrastructure, programming and websites at the company. Prior to joining Argus, Bill developed and managed multi-specialty and multi-location physician groups. He received a BA degree in Economic & Business Administration from SUNY at Stony Brook. He then continued graduate studies in Industrial Management & Computer Science at Stony Brook, and attended the Wharton School Healthcare Business Management Program.
Chris covers the Consumer sector for Argus. He was the #1 Stock Picker in the Household Durables sector, winning the 2019 StarMine U.S. Analyst award from Refinitiv. He was the #1 Stock Picker in Food and Staples Retailing, winning back-to-back U.S. Analyst Awards in 2015 and 2016. He received a prestigious Volunteer of the Year award from the New York Society of Security Analysts in 2000. Prior to Argus, Chris spent 16 years at Bloomberg Financial Markets. He was the Director of Training and a Senior Researcher for Bloomberg's research division before joining the new Bloomberg magazine as Technical Studies Editor in 1993. He rose to Executive Markets Editor of the publishing group. Chris co-authored the book "Investing in Small-Cap Stocks," which was published in three U.S. editions, an audio book, and two Chinese editions. Chris earned an MBA from Rutgers University. He is a CFA charterholder.
Job Titles:
- Director of Business Development
Darrell is focused on sales and relationship management of Argus' proprietary platform of industry leading equity research and market analysis/commentary. He also represents Vickers Stock Research insider and institutional holdings data in channels including investment banks, corporates, asset managers and other intermediaries.
Darrell brings over 25 years of experience in the Financial Information Services and Corporate Investor Relations space. He served as an Account Executive at Moody's Investors Service and later as Director, overseeing their Corporate Visibility business. Serving at Standard & Poor's / S&P Capital IQ for over 19 years, he similarly worked with asset managers, investment banks, stock exchanges and individual corporates as Director of Sales & Business Development, overseeing their Investor Relations and Equity Coverage business for corporates, ADR's and closed-end funds. He holds a B.S. in Business Systems from Taylor University.
Job Titles:
- Securities Analyst and Quantitative Portfolio Strategist / Securities Analyst and Quantitative Portfolio Strategist
At Argus Research, David covers various Airline, Tobacco and Materials companies and is also a quantitative portfolio strategist. He received his undergraduate degree from Edinboro University of Pennsylvania, graduating magna cum laude with a Bachelor of Science degree in Biology and a minor in Psychology. Prior to joining Argus, David worked in a variety of industries, ranging from industrial engineering to commercial fishing. David is the great-grandson of Harold B. Dorsey, who founded Argus in 1934. He started his career at Argus in the Economics department.
David covers the Pharmaceutical, Medical Devices, and Healthcare services sectors for Argus. He has more than two decades of experience in the financial analysis industry, having worked for McDonald & Co., JPMorgan Chase and Standard & Poor's, among others. His commentary has appeared on CNBC and in The New York Times. Prior to his financial career, David was a private practice attorney in New Jersey, and served as a Judicial Clerk for an Appellate Division judge in the New Jersey Superior Court. David has a law degree from Rutgers University, where he was a member of the Law Review. He has a B.A. degree in Government from Cornell University. He has passed Level II of the Chartered Financial Analyst examination.
Job Titles:
- Vice President & Portfolio Manager / Vice President & Portfolio Manager
Donna has managed portfolios for AIC clients since 1994, including public and corporate retirement funds, Taft-Hartley funds, foundations, endowments and high-net-worth individuals. Prior to joining Argus, Donna managed portfolios at Citibank Global Asset Management. She holds a BS in Psychology and an MBA with a concentration in Finance from Fordham University.
Fern joined Argus Research in 1986 shortly after obtaining her B. S. from Northwestern University in Evanston, Illinois. She became a member of the board of directors in 1989. Fern started her career at Argus Research in Argus' sales department, becoming director of sales for Argus Research Group in 1990. In 1991, she became vice president & treasurer of Argus Research Group, and in1994 she was named president of Vickers Stock Research Corporation. Fern is the granddaughter of Harold B. Dorsey, who founded Argus in 1934.
Job Titles:
- Director of Research & Senior Analyst Technology
Job Titles:
- Analyst
- Associate
- Insider Trading Analyst
Associate Analyst: Growth Pharmaceutical, Medical Technology & Financial Technology
At Argus Research, Jasper covers the Growth Pharmaceutical, Medical Technology, and Financial Technology companies. He received his undergraduate degree from Boston University, graduating cum laude with a Bachelor of Science degree in Business Administration with concentrations in Entrepreneurship and Marketing. Prior to joining Argus, Jasper worked in a variety of industries, ranging from investment tradeshow management to musical instrument manufacturing. He started his career at Argus in the Research department and has since widened his scope to also include becoming a regular contributor for the Market Movers and Market Digest publications, the Vickers Weekly Insider Report and Argus' bespoke research on IPOs. James Kelleher, CFA Director of Research & Senior Analyst Technology Director of Research & Senior Analyst: Technology Argus Research Company Jim has worked in the financial services industry for over 25 years and joined Argus in 1993. He is director of research at Argus and a member of the Investment Policy Committee. Jim has been instrumental in building Argus' proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. He also oversees Argus' technical analysis products; writes the Portfolio Selector report and other publications; and manages several Argus model portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing and Electronic Manufacturing Services companies. he is a CFA charter-holder, and is a three-time winner in The Wall Street Journal's "Best on the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value.
At Vickers, Jasper is the editor of the Weekly Insider Report. In that role, he monitors insider trading activity through the use of Vickers' vast database of SEC filings.
Securities Analyst: Consumer Discretionary & Consumer Staples
Job Titles:
- Chairman & CEO / Chairman & CEO
- President & Director of Portfolio Strategies / President & Director of Portfolio Strategies
John is chairman and CEO of Argus Research Group and president of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then director of research; helping form the firm's overall investment strategy; writing a weekly investment column; and authoring the flagship Portfolio Selector report. He has also provided coverage of the Healthcare, Financial and Consumer sectors. John has been with Argus since 1989. He has an MBA in Finance from New York University's Stern School of Business and a Bachelor's degree in Journalism from Northwestern University's Medill School of Journalism. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune and Money magazines, and has been a frequent guest on CNBC, CNN, CBS News, ABC News and the Bloomberg Radio and Television networks. John is a founder and board member of the Investorside Research Association, an industry trade organization. He is also a member of the New York Society of Security Analysts and the CFA Institute.
Kevin Heal - Chief Compliance Officer
Job Titles:
- Chief Compliance Officer
- Chief Compliance Officer & Senior Analyst: Financial Services
Kevin is the Chief Compliance Officer for the Argus Research Group. His responsibilities include ensuring that the firm is SEC compliant and adheres to all rules and regulations. He has over thirty years of Wall Street experience with both large investment banks and regional dealers most recently with a hedge fund Sandler Capital Management. He will also provide research coverage for select financial institutions under coverage at Argus Research Company. Kevin graduated from Northwestern University with a B.A. in Economics and maintains the Series 65 registration.
Kristina began working with Argus Research in 2019. She is responsible for covering selected Consumer Discretionary and Consumer Staples Stocks and has nearly 20 years of experience in the financial services industry. Kristina began her career at Price Waterhouse where she audited asset managers, broker dealers, and banks. Later she joined J.P. Morgan as a financial analyst. In 1994, Kristina joined Bankers Trust Company where she managed the daily operations of several equity derivative funds and later implemented tools to mitigate risk and improve workflow processes. Prior to working with Argus, Kristina was a Senior Director at S&P Global where she led key competitive intelligence and market research initiatives and executed programs to better understand client needs. Kristina earned a BS in Accounting and a minor in Spanish from Bucknell University. She holds an MBA in Finance from New York University's Stern School of Business and is a Certified Public Accountant. Kristina is also a certified teacher in the State of New Jersey and devotes time to working with elementary and middle school-aged students.
Job Titles:
- Chartered Market Technician
Mark Arbeter is responsible for commentary on Argus Market Movers, which provides technical analysis on a range of asset classes and stock picks, and the Argus Weekly Options Watch report, which provides insightful commentary on short-term market trends, put/call ratios, volume and volatility, as well as an options trade of the week determined using technical trading criteria. As a Chartered Market Technician or CMT, Mark uses momentum analysis, market internal analysis, market sentiment, sector analysis and key intermarket relationships in his research and commentary. Prior to Argus, Mark was the Chief Technical Strategist for S&P Equity Research.
Mark has a BBA in Finance and Economics from Temple University, and an MBA in Finance and Economics from Rider University.
Job Titles:
- Senior Director of Business Development / Senior Director of Business Development
Randy joined Argus Research as Senior Director of Business Development in April 2016. He has over 24 years of experience in the investment and financial industry. Prior to Argus, Randy worked for 10 years as Director of Sales at Standard & Poor's with senior sales and account management responsibilities in the US and Canada. He was also with MFS Investment Management for 13 years where he was a Regional Vice President of Sales. Randy holds a Bachelor's degree from Multnomah University.
Job Titles:
- Director of Business Development
Richard joined Argus Research Company in 2013 and has over 25 years of experience in the financial industry. Richard graduated from Drexel University in 1989 with a B.S. in Finance and Economics.
Since 1998, Richard has advised individual and institutional investors on the management of their wealth. His early work included serving as Senior Director at Dow Jones & Company with responsibility for commercializing its long-standing indexes such as the Dow Jones Industrial Average. His responsibilities included product development and business promotion and sales of the Dow Jones Index family to the investment community throughout the U.S., Canada and Latin America. He focused on product development and implementation of new index ideas to be used as the basis of exchange-traded funds and derivatives, as well as structured, insurance and other financial products.
Richard also served as President and Chief Compliance Officer for Dow Jones Broker/Dealer Services and was instrumental in facilitating the creation of Javelin Investment Management LLC and the Javelin Exchange Traded Shares (JETS) ETFs. He has extensive experience working with management teams on equity and commodity based investment strategies, and has developed numerous proprietary indexes that currently serve as the basis of successful ETF and derivative products.
Richard is married, with a son and a daughter, and enjoys hiking, biking, skiing and golf, and is very active in the community.
Job Titles:
- Senior Vice President of Operations
Richard has worked for Argus in various capacities since he joined the firm in 1987. His responsibilities were first related to data collection for the production department at Argus, and then grew to include work on the development of Argus' electronic products and distribution as well in the Argus editorial department. Now overseeing all aspects of Argus' operational needs for both client/product issues as well as facilities requirements, Richard also serves on Argus' board.
Job Titles:
- Chairman
- Chairman of Argus Investors
Sharon is chairman of Argus Investors' Counsel, and holds several executive positions on the board of directors of Argus Research Group. She also has portfolio management responsibilities and brings expertise from her years as an analyst of the pharmaceutical and entertainment industries. Part of the third generation of management, Sharon is a granddaughter of Harold B. Dorsey, who founded Argus in 1934. Prior to joining Argus, Sharon served as an officer and analyst at John S. Herold Inc., where she co-authored a monthly investment research publication. She contributes a legal and compliance perspective to the firm, having served as a partner in the law firm of Tyre and Smith before joining Argus. Sharon holds a B.A. in Economics from Duke University and a J.D. from Fordham Law School. She was a member of the Phi Delta Phi Honorary Law Fraternity.
Job Titles:
- Director of Financial Institutions Research Director of Financial Institutions Research
Stephen is responsible for coverage of large global banks, regional banks and domestic credit card companies. He has covered financial services stocks for more than 20 years. He is also a member of the Argus Investment Policy Committee and Senior Portfolio Group, and frequently appears in print and broadcast media discussing the equity markets. Previously, he was the global director of equity research for S&P Capital IQ. He holds a degree in economics from Rutgers University.
Steve began working with Argus Research in 2018. He is a generalist responsible for analytical coverage of companies primarily within the Healthcare, Consumer and Industrial sectors. Prior to joining Argus, Steve specialized in the Healthcare sector for more than a decade, as both an investor relations professional at several life sciences-focused boutique consultancies and a Wall Street professional, as a Senior Equity Analyst covering the biotechnology industry for S&P Capital IQ (Standard & Poor's). At S&P, Steve frequently conducted broadcast and print media interviews to enhance S&P's brand visibility and thought leadership position, and has appeared or been quoted on media outlets including CNBC, Fox Business, Bloomberg and the Wall Street Journal. Steve holds an M.B.A. with concentrations in Investment Management/Strategic Leadership from Penn State University.
Job Titles:
- Senior Analyst: Basic Materials