Teams at CFRA Research

Manage and grow a book of Wealth Management accounts by driving product adoption, delivering training and support, monitoring usage, maintaining user lists, identifying expansion opportunities, and collaborating with Sales, Product, Research, and Marketing to tailor solutions and influence product roadmaps.

Own and administer HubSpot, manage HubSpot-Salesforce data flows, build and launch end-to-end marketing campaigns, maintain WordPress content, produce and manage video assets for web/email/social, and deliver campaign analytics and attribution for leadership.

Produce and publish fundamental equity research covering valuation, financial performance, competitive positioning, quality of earnings, and free cash flow. Build DCF and comparable models, issue Buy/Sell/Hold recommendations, publish reports and thematic research, and present findings via webinars and events.