Equity Research

Overview

Going “Below C-Level” to provide clients with a deep understanding of emerging industry themes

Unlike most Wall Street firms, who focus on earnings, press releases, and “Non-Deal Roadshows” with CEOs and CFOs, our Research Department goes below the C-suite, conducting regular, in-depth channel checks with a wide range of industry players that offer timely insight into emerging industry trends.

Our conference call and virtual meeting series enables clients to interface directly with our broad network of industry contacts, which includes distributors, customers, regulators, legal experts, and other players.

In a highly competitive landscape for institutional equity research, our channel-oriented approach brings differentiated and actionable insight that makes Boenning & Scattergood a valued research partner for investors focused on our three primary industry verticals: Banks & Thrifts, Water & Environment, and P&C Insurance.

Focus Industry Verticals

BANKS & THRIFTS
WATER & ENVIRONMENT
P&C INSURANCE

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