Equity Research


Bringing sector values into sharp focus

Our Equity Research team concentrates on companies that aren’t widely covered. Our focus is primarily on proven companies that are under-followed in sectors where we believe our analysis is differentiated. We have an emphasis on providing insights regarding these micro, small, and mid-cap, “under the radar” companies to clients globally. We also go further in our coverage, tracking both private and public companies to understand the complete competitive picture. Our analysts take time to understand businesses as well as the people who run them to provide our clients with comprehensive reports of real value.

Through corporate access and non-deal road shows, Boenning & Scattergood research analysts work closely with company management teams to facilitate discussions during client meetings in either a one-on-one or group setting. On average, Boenning & Scattergood completes 50 non-deal road shows per year.

industries in which we conduct reseaRCh


Meet Our Analysts

Ryan M. Connors Director of Research | Senior Analyst - Water & Environment

Robert E. Farnam Managing Director | Senior Analyst - P&C Insurance

Erik E. Zwick, CFA® Director | Senior Analyst - Northeast Banks

Joseph M. Plevelich, CFA® Director | Senior Analyst - Banks