[
{
"name": "A.M. (Toni) Sacconaghi",
"title": "Senior Analyst",
"sector": "U.S. IT Hardware, U.S. Electric Vehicles",
"bio": "A.M. (Toni) Sacconaghi is the Senior Analyst at Bernstein covering US IT Hardware and Electric Vehicles. He joined the firm in 1998, and was a Partner at AllianceBernstein from 2009 to 2019. Previously, Toni was a consultant with McKinsey & Company, where he served a variety of technology and consumer clients. He earned an ScB magna cum laude in Electrical Engineering from Brown University and an MBA from Harvard University, where he was a Baker Scholar. Toni has been Institutional Investor's No. 1-ranked IT Hardware analyst for 17 years running, and, in 2011, was inducted into Institutional Investor's All-America Research Team Hall of Fame. In 2011, FT/StarMine named Toni the No. 1 earnings estimator among more than 1,800 US analysts. Toni is regularly quoted in leading business newspapers and magazines, including The Wall Street Journal, Barron's, and The New York Times, and is a frequent guest on CNBC and Bloomberg Television.",
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},
{
"name": "Alasdair Leslie",
"title": "Senior Analyst",
"sector": "European Capital Goods",
"bio": "Alasdair Leslie is a Senior Analyst covering European Capital Goods sector at Bernstein. Alasdair joined SG in 2012 with more than 20 years of experience covering the sector, having started his career at Dresdner Kleinwort as a member of the No. 1-ranked Capital Goods team by Thomson Extel (2005-2007). Prior to joining SG, he also worked at New Street Research and UniCredit. Alasdair holds a BA degree in Economics from University of Leeds in England and is a CFA charterholder.",
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},
{
"name": "Aleksander Peterc",
"title": "Senior Analyst",
"sector": "Small & Mid Cap ",
"bio": "Aleksander Peterc is a Senior Analyst covering the Small & Mid Cap sector at Bernstein. Aleksander has over twenty years of experience as a sell-side analyst, having joined SG’s equity research team in 2016. Prior to SG, Aleksander spent 15 years as a sell-side analyst at Exane BNP Paribas, where he headed IT Hardware equity research; Aleksander’s team ranked in the Top 5 in the Extel survey every year from 2008, with Aleksander ranking No. 1 individually on more than one occasion. Aleksander spent his early career in various sell-side roles, covering IT Hardware at Natixis, Eastern European emerging markets at SG UK, and Capital Goods at SG in Paris. Aleksander holds a degree in Engineering from Ecole Nationale Supérieure des Mines de Paris.",
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},
{
"name": "Alex Irving",
"title": "Senior Analyst",
"sector": "European Transport",
"bio": "Alex Irving is the Senior Analyst at Bernstein covering European Transport. Alex joined Bernstein in 2017 as a Senior Research Associate and was promoted to Analyst in 2021. During his time covering transport, he led initiations on both DSV and Wizz Air, and helped to author the blackbooks “The Golden Age of Air Cargo” and “Wizz Air vs Ryanair: A Challenger to the King”. Earlier in his career, Alex was a senior associate in European Telecommunications at Bernstein. Prior to joining Bernstein, Alex worked for Canada Life Investments as a Credit Analyst covering the utilities, real estate and business services sectors, and was a Senior Economic Analyst in Financial Services Transfer Pricing at Ernst & Young. Alex holds a BSc with first class honours in Management from the London School of Economics, and is a CFA charterholder.",
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},
{
"name": "Bartlomiej Kubicki",
"title": "Senior Analyst",
"sector": "European Utilities & Clean Energy",
"bio": "Bartlomiej Kubicki is a Senior Analyst at Bernstein covering European Utilities and Energy Infrastructure companies. Prior to joining SG in 2014, Bartlomiej worked for the Vienna-based Raiffeisen Centrobank as a Senior Analyst and Strategist for Poland focusing on utilities, mining, real-estate, construction and logistics sectors. Additionally, Bartlomiej has worked for a number of financial institutions in Switzerland, Ireland, Slovakia and Poland. Bartlomiej holds an MA in Finance from Poznan University of Economics and Business, and is a charterholder of both the CFA and CAIA.",
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},
{
"name": "Ben Richford",
"title": "Senior Analyst",
"sector": "Property/Real Estate",
"bio": "Ben Richford is a Senior Analyst covering Property & Real Estate at Bernstein. Ben joined SG in early 2020 as Head of Real Estate Research and has worked in the real estate sector across several areas of finance since 2001, having been an equity analyst for over ten years, following five years in corporate finance. As an equity analyst Ben helped establish European coverage for US-based independent REIT research firm Green Street Advisors before establishing a new franchise at Credit Suisse where he was head of European real estate equity research for over five years. Ben also has extensive IPO experience, both as an advisor and analyst in Europe and beyond. Earlier in his career, he worked in both Real Estate Audit & Assurance and Real Estate Finance at Ernst & Young. Ben earned a BA in Economics from the University of Durham and qualified as a Chartered Accountant (CA).",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1782.jpg"
},
{
"name": "Bob Brackett",
"title": "Senior Analyst",
"sector": "Americas Oil, Global Metals & Mining",
"bio": "Bob Brackett is the Senior Analyst at Bernstein covering North American Oil & Gas Exploration & Production and Global Metals & Mining. Prior to joining Bernstein in 2010, Bob was Director of E&P Planning and Director of Corporate Strategy at Hess Corporation. Before Hess, he was an Engagement Manager with McKinsey & Company's Petroleum Practice, serving the world’s largest oil companies across five continents and 30 countries throughout the petroleum value chain. Bob began his career with ExxonMobil, spending eight years in positions in exploration, business development, and research. As a NASA Space Grant Fellow, Bob received his PhD in Earth & Planetary Sciences from Washington University in St. Louis. He received his MBA from Rice University. He also holds a BS in Geophysics and a BA in Astronomy from the University of Texas. For several years, Bob has been recognized by Institutional Investor as a top-ranked analyst in his sector.",
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},
{
"name": "Boris Van",
"title": "Senior Analyst",
"sector": "Asia Software Technologies",
"bio": "Boris Van is the Senior Analyst covering Asia Software Technologies at Bernstein. Prior to joining Bernstein in 2021, Boris spent nearly ten years at McKinsey & Company in Greater China and South-east Asia, most recently as Associate Partner in the Asia digital practice, where he worked across a broad range of Chinese and regional companies to design their software and IT stack alongside defining their digital transformation strategies. Boris started his career in investment banking at Citi in New York. Boris holds a BA in History from Harvard University.",
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},
{
"name": "Bruno Monteyne",
"title": "Senior Analyst",
"sector": "European Household & Personal Care, European Food",
"bio": "Bruno Monteyne is the Senior Analyst at Bernstein covering the European Food and Household & Personal Care sector. Bruno joined Bernstein in 2012 to cover European Food Retailers and established coverage of the European Food & HPC sector in 2020. Prior to Bernstein, Bruno worked for Tesco where, over a decade, he held various positions in its online business, store management, and supply chain organization, including the Hong Kong-based role of Supply Chain Director for Tesco Asia. Earlier in his career, Bruno founded smarterwork.com, an online marketplace for business skills, and worked at the Boston Consulting Group and the Bank for International Settlements. Bruno holds an MA with Distinction in Applied Physics from the University of Ghent and an MBA from Harvard Business School. Bruno was first named to Institutional Investor’s All Europe Research Team in 2015; he held the survey’s No. 1-rank in European Food Retail from 2017-2019.",
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},
{
"name": "Callum Elliott",
"title": "Senior Analyst",
"sector": "U.S. Beverages and Snacks, U.S. Household & Personal Products",
"bio": "Callum Elliott is the Analyst at Bernstein covering US Beverages, Household & Personal Products and US Tobacco & Nicotine. Callum joined Bernstein in 2014 as a Research Associate covering European Beverages; as a member of that team, consistently top-ranked by Institutional Investor and Extel, he was promoted to analyst in early 2018. Prior to Bernstein, Callum spent nearly five years at FTI Consulting/Compass Lexecon as part of its top-ranked Economic Consulting practice. While there, he worked on specialist valuation and econometrics projects in the context of regulatory, antitrust, and litigation proceedings. Callum holds a BSc in Mathematics, Operational Research, Statistics and Economics from the University of Warwick, is a CFA charterholder and a qualified chartered accountant (ACA).",
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},
{
"name": "Christophe Cherblanc",
"title": "Senior Analyst",
"sector": "European Media",
"bio": "Christophe Cherblanc is a Senior Analyst covering European Media at Bernstein. Christophe joined SG in 1996, and Thomson Extel has recognized him as the No. 2-, 3- and 4-ranked Pan European Media analyst in 2017, 2016, and 2015, respectively. SG’s Media team was also recognized by Thomson Extel in those years, with the No. 4 ranking in 2017 & 2016, and No. 6 in 2015. Christophe holds an MBA from Hautes Etudes Commerciales (HEC).",
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},
{
"name": "Daniel Cunliffe",
"title": "Senior Analyst",
"sector": "European Capital Goods",
"bio": "Daniel Cunliffe is a Senior Analyst covering EU Capital Goods at Bernstein. Daniel has 25 years of experience in the Industrials sector, on both the buy and sell side. Having worked at Morgan Stanley, Bear Stearns, Nomura and hedge fund Marble Bar LLP, Daniel joined SG from private Investment Bank Liberum, where he worked for seven years as Head of Industrials research. Daniel's team consistently ranked in the top three in both the Thomson Extel survey for UK Industrials and Starmine stock-picking category for Pan-European Industrials.",
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},
{
"name": "Daniel Roeska",
"title": "Senior Analyst",
"sector": "European Automobiles & Components, U.S. Autos & Auto Parts",
"bio": "Daniel Roeska is the Senior Analyst at Bernstein covering US Autos. Daniel joined Bernstein in 2016 with more than two decades of experience in industry to build the European Transport franchise. His experience covers strategy, restructuring, and operations in air mobility and logistics across industry-leading organizations and strategy consulting. Daniel re-launched Bernstein’s European Autos coverage in 2022 with a strong focus on future mobility and technology. In 2024, he is building Bernstein’s coverage of the US Automotive space. His research has been widely recognized including Runner-Up and a Rising Star nominations by Institutional Investor. Daniel holds a Diplom-Kaufmann (MBA) from the Otto Beisheim School of Management.",
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},
{
"name": "Danilo Gargiulo",
"title": "Senior Analyst",
"sector": "U.S. Restaurants",
"bio": "Danilo Gargiulo is the Senior Analyst covering US Restaurants at Bernstein. Danilo joined Bernstein in 2021 from CentralSquare Technologies, an enterprise software company where he was Senior Vice President of Product Management and Business Transformation with responsibility for corporate strategy, new product launches, and strategic partnerships. Prior to joining CentralSquare in 2019, Danilo spent six years at McKinsey in the Transformation practice with clients across the consumer, retail and financial sectors. Earlier in his career, Danilo worked in the Office of the CEO of Investment Banking at Lloyds Banking Group in London, and as an analyst at TDX Group in Nottingham, UK. Danilo holds a BSc in Economics from Universitá Degli Studi di Napoli “Federico II” in Naples, a MSc in Economics from Bocconi University in Milan, and an MBA with Honors from the University of Chicago, Booth School of Business.",
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},
{
"name": "David Vernon",
"title": "Senior Analyst",
"sector": "North American Transportation, U.S. Airlines",
"bio": "David Vernon is the Senior Analyst at Bernstein covering Airfreight & Surface Transportation and US Airlines. Prior to joining Bernstein in 2010, Dave was a senior executive at several leading international transportation companies. His management experience includes positions on the Executive Management Board of DHL Express US, and senior executive roles in the supply chain solution development and third-party logistics management with the NOL Group (parent company to APL and APL Logistics). Dave began his career with A.T. Kearney's Transportation Consulting Practice, where he advised companies in the rail, express, trucking, and third-party logistics industries. As a consultant, he did extensive work benchmarking the US rail industry and working on several projects associated with the consolidation of the North American rail industry. Dave holds an undergraduate degree from the Wharton School at the University of Pennsylvania and an MBA from Harvard Business School. Dave has been named to Institutional Investor's All-American Research Team since 2016; in 2019 he was Runner-Up in Airfreight & Surface Transportation.",
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},
{
"name": "Derric Marcon",
"title": "Senior Analyst",
"sector": "European Technology/Software",
"bio": "Derric Marcon is a Senior Analyst at Bernstein covering Global Software. Derrick joined SG in 2010 with 11 years of experience covering Software and IT Services at both Kepler Capital Markets (2005-2010) and ING Financial Markets (2004-2010). At Kepler, Derric was recognized as a Top 10-ranked analyst in the annual Thomson Extel survey, a position he maintained into his tenure at SG. Derric holds an MA in Finance from the University of Paris XII.",
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},
{
"name": "Douglas Harned",
"title": "Senior Analyst",
"sector": "Global Aerospace & Defense",
"bio": "Doug Harned is the Senior Analyst at Bernstein covering Global Aerospace & Defense. Doug joined Bernstein in 2004 from McKinsey & Company, where he was a Partner and leader of the Aerospace & Defense practice, advising major aerospace companies in the United States, Western Europe, and Russia. Doug led McKinsey’s research on commercial aircraft cycles, industrial implications of defense transformation, and the future of the Russian aerospace industry. Prior to McKinsey, Doug was a senior scientist at SAIC. He also held scientific research positions at the Courant Institute for Mathematical Sciences, Max Planck Institute for Plasma Physics, and Los Alamos National Laboratory. He earned an MBA with Distinction from the Wharton School, a PhD in Nuclear Engineering from the University of California at Berkeley, and a BS from Northwestern University. Doug has held number one rankings among Aerospace & Defense analysts in external surveys, including Greenwich Associates, Institutional Investor, StarMine, and the Wall Street Journal. At Bernstein, Doug's work has included: \"China Aboard: From the Middle Cabin to the Middle Seat,\" \"Commercial Aircraft Engines: Who's got the Power?,\" \"Global Defense: In Years of Living Dangerously,\" and \"Cybersecurity: Innovation by Provocation.\"",
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},
{
"name": "Euan McLeish",
"title": "Senior Analyst",
"sector": "APAC Food & Beverages",
"bio": "Euan McLeish is the Senior Analyst at Bernstein covering the Asia Pacific Beverages industry. Prior to joining Bernstein, Euan spent 11 years at SABMiller, most recently in Hong Kong as SABMiller Asia’s Regional Head of Strategy and a Director of SABMiller’s Korean subsidiary. Euan also held positions with SABMiller in Australia, as an Integration Leader, and in London where he worked for SABMiller’s Corporate Finance team focusing on the acquisition and disposal of breweries, maltings, spirits, and soft drinks businesses in Asia Pacific, Russia/CIS, Western Europe and The Americas. Euan worked in Investment Banking in New York and for a startup company London before joining SABMiller. Euan holds a joint degree with honors in Economics and English from St. Andrews University.",
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},
{
"name": "Flavien Baudemont",
"title": "Senior Analyst",
"sector": "European Technology/Software",
"bio": "Flavien Baudemont is a Senior Research Associate covering Mid & Small Cap stocks at Bernstein. Prior to joining Societe Generale in 2023, Flavien worked at Berenberg in the European Small & Mid Cap division covering mainly French companies. During his education, Flavien completed an internship in SG's Mid & Small Caps Equity Research team. Flavien holds an MA in Management from Kedge Business School, and a BA in Finance from the Université Catholique de Lille.",
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},
{
"name": "Florent Cespedes",
"title": "Senior Analyst",
"sector": "European Biopharmaceuticals",
"bio": "Florent Cespedes is a Senior Analyst covering European Biopharmaceuticals at Bernstein. Florent joined SG in 2015, and has more than 20 years of experience in the Pharmaceuticals sector. Prior to SG, Florent spent eight years as a sell-side analyst at Exane BNP Paribas covering the European Pharma sector (large caps & biotechs). Previously, he spent three years at Natexis Bleichroeder as a sell-side analyst, heading the European Pharma team, and three years at Fortis Securities. His professional experience also includes three years in the M&A universe at Banexi and Rothschild & Cie. In 2014, Thomson Extel ranked Florent No. 7 in his sector, and in 2017 Thomson Extel ranked SG's Pharma team 10th. Florent holds a Doctor of Pharmacy (PharmD) from the Pharmaceutical University of Montpellier, with a specialisation in the pharmaceutical industry, and an MA in Finance from the Graduate School of Management of Paris (ESCP).",
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},
{
"name": "Gautam Chhugani",
"title": "Senior Analyst",
"sector": "Global Digital Assets",
"bio": "Gautam Chhugani is the Senior Analyst at Bernstein covering Global Digital Assets. Gautam joined Bernstein in 2015, and previously covered the India Financials sector. He began researching crypto in 2017, building deep relationships with leading crypto founders and thought leaders globally, and developing a sophisticated understanding of the various ecosystems. Prior to joining Bernstein, Gautam spent five years in private equity and venture capital at CDC Group and Matrix Partners, leading investments in fintech and payments. Gautam also spent four years at McKinsey, covering financial services, fintech and payments, after starting his career in auditing and investment banking. Gautam holds a BA from Narsee Monjee College of Commerce and Economics, India, and a post graduate degree in Management from the Indian School of Business; he is a Chartered Accountant.",
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},
{
"name": "Guillaume Delaby",
"title": "Senior Analyst",
"sector": "European Oil & Gas",
"bio": "Guillaume Delaby is a Senior Analyst covering European Oil Services at Bernstein. Guillaume became a Senior Analyst covering Energy Services at SG in 2008, having previously covering small cap stocks. In its most recent survey, Institutional Investor recognized Guillaum the No. 2-ranked analyst in his sector leading the No. 4-ranked team. He was also previously No. 2 in the Thomson Extel Survey in 2018, with his team ranking No.3. Earlier in his career, Guillaume worked at Bryan Garnier as a media analyst, at Banque Paribas in equity sales, and at Barclays de Zoete Wedd (BZW) – first as an economist and later in equity sales. Guillaume holds a degree from Sciences Po Paris, and the Société Francaise des Analystes Financiers (SFAF), and he has been a lecturer in finance at Sciences Po Paris, Essec and HEC.",
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},
{
"name": "Jorge Alonso Suils",
"title": "Senior Analyst",
"sector": "European Utilities & Clean Energy",
"bio": "Jorge Alonso is a Senior Analyst covering European Utilities & Clean Energy at Bernstein. Prior to joining SG in 2011, Jorge was the head of Utilities at BBVA for four years, covering Iberian companies. Previously, he was an energy analyst at Chevreux, La Caixa and AB Asesores. Extel ranked the Utilities team was 7th and 10th in its 2015 and 2016 polls, respectively. In 2010, Jorge was the No.1-ranked Spanish Utilities analyst by Starmine. Jorge holds a BA in Business Administration from Universidad Autonoma de Madrid (UAM), and speaks fluent English and Italian.",
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},
{
"name": "Justin Smith",
"title": "Senior Analyst",
"sector": "European Biopharmaceuticals",
"bio": "Justin Smith is a Senior Analyst covering European Biopharmaceuticals at Bernstein. Justin has 25 years of equity research experience covering the Global Pharmaceuticals and Medical Technology sectors. Prior to joining Soc Gen in 2012, Justin worked as a sell-side analyst at Oriel Securities, MF Global, Deutsche Bank, JPMorgan and Citigroup. Justin started his City career in Corporate Finance at Merrill Lynch in London in 1997. He holds both an MA in Natural Sciences and a Postgraduate Diploma in Management Studies, both from Emmanuel College, Cambridge University.",
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},
{
"name": "Lance Wilkes",
"title": "Senior Analyst",
"sector": "U.S. Healthcare Services",
"bio": "Lance Wilkes is the Senior Analyst at Bernstein covering US Healthcare Services. Lance joined Bernstein in June 2015 from Cigna, where he spent eight years leading business development activity, including strategic investments and partnerships, new business launches, and venture capital investing. His responsibilities included leading Cigna’s PBM strategic transaction and founding Cigna Ventures, a corporate venture capital fund. Prior to Cigna, he founded Columbia Street Advisors, a strategy consulting firm focused on business development and strategy consulting to leading health care services companies. Lance also served as President of Opticare Health, a specialty healthcare company, and held executive roles at Aetna including leading mergers and acquisitions. Lance holds a Master’s degree in Economics & Corporate Finance from Trinity College and a BA in Economics from Brown University. Institutional Investor has recognized Lance's coverage since 2017; in 2019 he was named Runner-Up in Health Care Facilities & Managed Care.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/717.jpg"
},
{
"name": "Lee Hambright",
"title": "Senior Analyst",
"sector": "U.S. Medical Devices",
"bio": "Lee Hambright is the Senior Analyst at Bernstein covering US Medical Devices. Lee joined Bernstein in 2017 with extensive experience in medical devices, pharmaceuticals and healthcare technology, having spent five years at Medtronic, where he was VP of Business Development & Strategy for the Spine business, and eight years at McKinsey & Co., serving medical device and pharma companies on strategy, marketing and sales engagements. Lee also held leadership roles at an early-stage healthcare IT company and at Waters Corporation, a life sciences tools company. Lee earned a BBA in Accounting and Philosophy summa cum laude from Notre Dame and an MBA from Harvard.",
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},
{
"name": "Luca Solca",
"title": "Senior Analyst",
"sector": "Global Luxury Goods",
"bio": "Luca Solca is a Senior Analyst at Bernstein covering Global Luxury Goods. Luca re-joined Bernstein in 2019 from Exane, where he followed the European Luxury Goods sector for six years. Prior to Exane, Luca was the Director of Research at Credit Agricole Cheuvreux. Luca’s first tenure at Bernstein was as a Senior Analyst covering the European Luxury Goods and General Retail sectors from 2005 to 2011. Earlier in his career, Luca served as the Executive Vice Chairman of a publicly traded, medium-sized fashion and luxury Italian conglomerate. Luca was also a partner at the Boston Consulting Group focusing on the retail and consumer goods sectors, and a consultant at Booz Allen & Hamilton. Luca holds a BSc magna cum laude in Applied Psychology from the Università di Padova and an MBA magna cum laude from the SDA Bocconi in Milan. Luca's research has been consistently recognized by industry organizations and surveys including Extel and Institutional Investor, both in his first stint at Bernstein, in which he was top-ranked in both European Luxury Goods and General Retail, and at Exane, where he was No. 1-ranked in his sector for five years.",
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},
{
"name": "Marios Pastou",
"title": "Senior Analyst",
"sector": "Property/Real Estate",
"bio": "Marios Pastou is a Senior Analyst covering Property and Real Estate at Bernstein. Prior to joining SG's Real Estate research team in 2020, Marios covered the sector for five years at Credit Suisse where he was lead analyst across both the German residential and European industrial/logistics sub-sectors. Before Credit Suisse, Marios worked at KPMG across various market sectors including Private Equity, Management Consulting and Financial Modelling. Earlier in his career, Marios worked as a Cost Manager for a construction consultancy firm. Marios holds a BSc (first-class honours) in Quantity Surveying from the University of Reading, and is a Chartered Accountant (ACA).",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1784.jpg"
},
{
"name": "Mark Li",
"title": "Senior Analyst",
"sector": "Asia Semiconductors and Equipment & Global Memory",
"bio": "Mark Li is the Senior Analyst at Bernstein covering Asia Semiconductors & Semiconductor Equipment, responsible for researching the foundries, OSATs (outsourced semiconductor assembly & test), IC design and semiconductor equipment companies in Asia and Europe. Prior to joining Bernstein in 2010, Mark worked for TSMC, Taiwan Semiconductor Manufacturing Company, for nearly eight years in sales, marketing and strategic planning. In this period, he participated in many corporate-wide strategic initiatives and developed expertise across the semiconductor value chain. He was also a member of the team that developed and executed TSMC’s business strategy in LED and solar space. Prior to TSMC, Mark worked at Siebel Systems, leading product development for Siebel's products on the platform of Sun Microsystems. Born and raised in Taiwan, Mark holds a BA from National Taiwan University, an MS in electrical engineering from Stanford University, and an MBA from the Wharton School of the University of Pennsylvania.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/488.jpg"
},
{
"name": "Mark Moerdler",
"title": "Senior Analyst",
"sector": "Global Software",
"bio": "Mark Moerdler is a Senior Analyst at Bernstein covering Global Software. Prior to joining Bernstein in 2010, Mark was Vice President of Strategy for Mergers and Acquisitions at CA Technologies. He joined CA in June 2006 as Vice President of Business Unit Strategy, when the company he co-founded, MDY Advanced Technologies, was acquired by CA. At the time, MDY was the leader in Records Management software, according to both Gartner and Forrester Research. Mark received two Master's degrees and a PhD in Computer Science from Columbia University. Mark has been named to Institutional Investor's All-America Research Team since 2013; in 2018, he was the No. 1-ranked analyst in the Software sector.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/506.jpg"
},
{
"name": "Mark Shmulik",
"title": "Senior Analyst",
"sector": "U.S. Internet",
"bio": "Mark Shmulik is the Senior Analyst at Bernstein covering US Internet. Mark joined Bernstein in 2018 with nearly a decade and a half of experience across the TMT sector with a strong focus on digital business models and disruption, most recently as an Associate Partner in McKinsey’s Digital Practice serving media, software, telecom, and investor clients in New York, London and Chicago, where he helped clients build and grow digital businesses. Prior to McKinsey, Mark was an advisor with Arts Alliance Ventures focused on digital media, and an associate at Altman Vilandrie & Co., a boutique consulting firm specializing in the TMT sector. Mark began his career at TELUS Mobility, a Canadian mobile operator. Mark holds a BA from the Richard Ivey School of Business at the University of Western Ontario, where he was an Academic All-Canadian (varsity swimming) and an MBA from London Business School.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1000.jpg"
},
{
"name": "Michael Harleaux",
"title": "Senior Analyst",
"sector": "European Utilities & Clean Energy",
"bio": "Michael Harleaux is a Senior Analyst covering European Utilities & Clean Energy at Bernstein. Prior to joining SG in 2022, Michael previously worked at Exane BNP Paribas, where he spent eight years covering various segments of the Utilities & Renewables sector, including the French names, renewable developers & OEMs, UK water & waste, as well as Eastern European integrated companies. Michael graduated from ESCP Europe, having interned at both Pall Mall Capital in London (generalist M&A) and KPMG in Frankfurt (Real Estate M&A).",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1821.jpg"
},
{
"name": "Neil Beveridge",
"title": "Senior Analyst",
"sector": "Global Energy Storage",
"bio": "Neil Beveridge is the Senior Analyst at Bernstein covering Global Energy Storage and Fuel Cells, Asia-Pacific Oil & Gas and Gas Utilities. Before joining Bernstein in 2008, Neil worked for BP for 11 years. He held a number of technical, commercial, and finance roles within BP and has worked in the United Kingdom, the North Sea, China, Russia, and the Middle East where he was Head of Finance for BP Middle East. During his career with BP, Neil worked within the Exploration and Production, and Gas and Power business segments in the development and operation of major international oil and gas projects. Prior to BP, he worked for BG Group for two years within its Exploration and Production division. Neil has an honours degree in Geology from the University of Edinburgh and a PhD from the University of Cambridge. While at university, he published a number of research articles in leading scientific journals, including Nature. He also holds an MBA from Edinburgh Business School.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/431.jpg"
},
{
"name": "Nicholas Green",
"title": "Senior Analyst",
"sector": "European Capital Goods",
"bio": "Nick Green is a Senior Analyst at Bernstein covering European Capital Goods. Nick joined Bernstein in 2013, and has spent 20 years immersed in the world of capital goods and equipment, primarily through a career in Oil & Gas. Early in his career, Nick held a variety of commercial roles at BP International, including senior field analyst in Azerbaijan, commercial advisor in the North Sea and supply chain analyst. After BP, Nick focused on M&A strategy, corporate strategy and commercial due diligence for private equity clients. Since joining Bernstein, Nick led Bernstein’s Oil Services coverage, first in Europe and then globally. Nick earned an MA in History from Oxford University and is a Chartered Management Accountant. For his Oil Services coverage, Nick was recognized by Institutional Investor as the No. 1-ranked analyst in the sector from 2017-2019; he was also Extel’s No. 1-ranked Oil Services analyst in 2018 and 2019.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/627.jpg"
},
{
"name": "Nick Lyall",
"title": "Senior Analyst",
"sector": "European Telecom Services",
"bio": "Nick Lyall is a Senior Analyst covering European Telecommunications Services at Bernstein. Prior to joining SG for the second time in 2014, Nick was an analyst covering Telecommunications names at UBS (2006-2014) and Morgan Stanley (2000-2006), where Institutional Investor ranked his team among the top three teams in his sector in their annual survey. Earlier in his career, Nick covered the Brewing, Leisure and Spirits sectors for SG. Nick holds a BSc in Mathematics from The University of Edinburgh.",
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},
{
"name": "Nikhil Devnani",
"title": "Senior Analyst",
"sector": "US Emerging Internet",
"bio": "Nikhil Devnani is the Analyst at Bernstein covering US Emerging Internet, a variety of marketplaces across eCommerce, food delivery, ridesharing, and housing. Nikhil joined Bernstein in 2016 as Research Associate on US Large-Cap Banks and contributed to the team’s No. 1 ranking by Institutional Investor in 2017 and 2018. Most recently, Nikhil was a Senior Research Associate on the US Internet team, where he helped initiate coverage on the digital advertising space and Amazon in 2020. Nikhil holds a BSc in Economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder.",
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},
{
"name": "Nikhil Nigania",
"title": "Senior Analyst",
"sector": "India Industrials and Infrastructure",
"bio": "Nikhil Nigania is the Senior Analyst at Bernstein covering India Industrials and Infrastructure. Nikhil joined Bernstein in 2021 from Boston Consulting Group, where he was a Principal in the Delhi office advising client CxOs and senior government executives in the Industrial Goods and Energy practice, focusing on clean energy, power sector policy, and large-scale infrastructure in India. Prior to BCG, Nikhil was a Consultant at Auctus Advisors, where he helped set up the energy practice and assisted in transactions in the airports sector in Philippines and Turkey. Nikhil holds an MBA from XLRI and a BTech in Electrical Engineering from IIT Bombay.",
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},
{
"name": "Nuno Vaz",
"title": "Senior Analyst",
"sector": "European Telecom Services",
"bio": "Nuno Vaz is a Senior Research Associate on the European Telecommunication Services team at Bernstein. Prior to joining SG in 2020, Nuno worked as an Equity Research Analyst covering the Energy and Oil and Gas sectors at Banco Investimento Global in Portugal. Nuno holds an MSc in Finance from Católica-Lisbon School of Business and Economics; while earning his degree, he interned with an equity derivatives trading team at BNP Paribas.",
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},
{
"name": "Ottavio Adorisio",
"title": "Senior Analyst",
"sector": "European Telecom Services",
"bio": "Ottavio Adorisio is a Senior Analyst covering European Telecom Services at Bernstein. Ottavio has 25 years of sell-side research experience, having joined SG in 2007, and working earlier in his career as a Director at UBS from 2003-2007, and a VP at CSFB from 1999-2003. Ottavio holds an MA in Finance from the London Business School and a degree in Monetary and Financial Economics from Bocconi University in Milan. In 2019 and 2020, Ottavio was ranked 1st in the Refinitiv StarMine Analyst Awards for stock picking in his sector. In its most recent polls, Institutional Investor ranked Ottavio's coverage of European Telecom Services 10th (2022) and 11th (2023).",
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},
{
"name": "Peter Clark",
"title": "Senior Analyst",
"sector": "European Chemicals",
"bio": "Peter Clark is the Senior Analyst covering European Chemicals at Bernstein. Prior to joining SG in 2007, he worked at Standard & Poor's, heading up coverage of the European Materials and Industrials sectors, including chemicals. Earlier in his career, Peter worked at UBS in London for over seven years where he headed the European Chemicals team, and at Goldman Sachs (London) again for over seven years, where he was in charge of coverage of UK Chemicals. Peter holds an MBA from the University of Nottingham.",
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},
{
"name": "Peter Weed",
"title": "Senior Analyst",
"sector": "U.S. SMID-Cap Software",
"bio": "Peter Weed is the Senior Analyst at Bernstein covering US SMID-Cap Software and US Emerging Technology. Prior to joining Bernstein in 2021, Peter was a Partner at OpenView Venture Partners, a growth-oriented private equity and venture capital firm focused on expansion-stage software companies. Peter had previously been a Partner with Lumia Capital, a consumer internet and SaaS-focused growth-stage VC firm. Before working in VC / PE, Peter was a Partner at McKinsey & Co. During his nearly 12 years at McKinsey he was the co-Founder and Global Co-Head of the Fast Growth Tech Practice (now branded “Fuel”), and was a leader in the TMT practice, where he led growth-oriented engagements for top global software, internet, cable, enterprise hardware, and device OEM clients. Peter began his career at Microsoft as a Product Manager in the Enterprise Server Division. Peter holds an AB in Economics from Harvard and an MBA with Highest Distinction from the Tuck School of Business at Dartmouth.",
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},
{
"name": "Philippe Lorrain",
"title": "Senior Analyst",
"sector": "European Capital Goods, European Logistics, Paper and Packaging",
"bio": "Philippe Lorrain is a Senior Analyst covering Small & Mid Cap Equities at Bernstein. Prior to joining SG in 2023, Philippe spent eight years at Berenberg in London covering European Capital Goods, with a focus on SMID-Cap names based in Germany. Earlier in his career, he was a Research Analyst covering German automotive suppliers at Hauck & Aufhäuser, and worked in Sales at MM Warburg & Co, both in Germany. Before his career in finance, Philippe was an officer in the French navy for nearly seven years. Philippe holds an MA in Finance from Ecole Superieure de Commerce de Toulouse.",
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},
{
"name": "Qingyuan Lin",
"title": "Senior Analyst",
"sector": "China Semiconductors",
"bio": "Qingyuan Lin is the Senior Analyst at Bernstein covering China Semiconductors. Prior to joining Bernstein in 2023, Qingyuan was a Principal at Boston Consulting Group (BCG) in the Greater China TMT practice and led cases in the semiconductor sector in APAC, North America, and Europe with a wide range of topics from strategy to technology. Qingyuan holds a BSc with honors in Physics from Peking University, and a PhD in Materials Science and Engineering from Northwestern University, where he received the Outstanding Researcher Award from the International Institute for Nanotechnology. His research focused on nanomaterial assembly for optical metamaterials, with 15 publications including a first-author paper in the journal Science.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1712.jpg"
},
{
"name": "Rahul Malhotra",
"title": "Senior Analyst",
"sector": "India Technology, Media & Internet",
"bio": "Rahul Malhotra is the Senior Analyst at Bernstein covering India Technology, Media & Internet. Prior to joining Bernstein in 2019, Rahul worked in private equity at Multiples PE Fund in Mumbai, where he focused on the technology and consumer sectors. Earlier in his career, Rahul spent over 15 years in M&A and strategy roles for many of the leading players in the India IT Services industry, such as Tech Mahindra, HCL and Mindtree. He began his career as a consultant at Sapient and Accenture in the US. Rahul holds an MBA from Indian School of Business Hyderabad and a B-Tech in Electronics Engineering from IIT BHU, Varanasi.",
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},
{
"name": "Richard Clarke",
"title": "Senior Analyst",
"sector": "Global Hotels & Leisure",
"bio": "Richard Clarke is a Senior Analyst at Bernstein covering Global Hotels and OTAs. Richard joined Bernstein in 2013 as a Senior Research Associate on the European Food Retail team, which was top ranked by Institutional Investor in 2017. Prior to Bernstein, Richard spent six years as a forensic accountant at CRA International, and three years working in structured finance at Société Générale and Taurus Asset Finance, a specialist film and media finance company. Richard earned an MA in Maths from Trinity College, Cambridge, and is a Fellow of the Institute of Chartered Accountants in England & Wales. In its most recent poll, Institutional Investor named Richard as a Runner-up in both the European Hotels & Leisure and US Hotels & Gaming sectors.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/626.jpg"
},
{
"name": "Richard Nguyen",
"title": "Senior Analyst",
"sector": "European Technology/Software",
"bio": "Richard Nguyen is a Senior Analyst at Bernstein covering Global Software. Richard joined SG in September 2007, and holds an MA in Applied Mathematics from the University of Paris Denis Diderot and MA in Economics from University of Paris Sorbonne, as well as postgraduate degrees in Computer Science from the University of Orsay, Business Administration from the University of Paris Sorbonne, and Finance (ESSEC).",
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},
{
"name": "Robin Zhu",
"title": "Senior Analyst",
"sector": "Japan Video Gaming, China Internet",
"bio": "Robin Zhu is the Senior Analyst at Bernstein covering China Internet. Robin joined Bernstein in 2012 as Senior Research Associate on the Institutional Investor-ranked Global Autos franchise, and was Bernstein’s senior analyst for Asia Autos in 2015-2020. Prior to Bernstein, Robin worked in the Investment Banking Division at UBS, where he was responsible for corporate finance and M&A transactions in the Asia autos, industrials, and consumer sectors. Robin holds a BA with Honours in Economics & Management from the University of Oxford. Robin has been recognised by Refinitiv StarMine on several occasions, including Top Earnings Estimator in 2018-2020.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/582.jpg"
},
{
"name": "Simon Baker",
"title": "Senior Analyst",
"sector": "European Media",
"bio": "Simon Baker is a Senior Analyst covering European Media and European Internet at Bernstein. Simon's career spans 22 years as a media analyst, including six years at Credit Suisse where he co-headed European Media Equity Research, and six years at SG where he was co-head of UK Media coverage. Simon rejoined SG's Media Research Team in 2013. Individually, Simon's coverage has long been recognized in the Thomson Extel rankings, where he's held one of the top three spots in his sector on several occasions; his current rank is No. 5. Simon was also a member and co-head of Thomson Extel's No.1-ranked European Media team from 2008-2012; his team's most recent ranking was No. 3 in 2018. Starmine ranked Simon No.1 in its 2015 analyst awards for both European Media and UK Media. Simon holds a BA (Hons) degree in Economics from the University of Durham (1995).",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1781.jpg"
},
{
"name": "Stacy Rasgon",
"title": "Senior Analyst",
"sector": "U.S. Semiconductor Capital Equipment",
"bio": "Stacy Rasgon is the Senior Analyst at Bernstein covering US Semiconductors. Prior to joining Bernstein in April 2008, Stacy worked as a management consultant at McKinsey & Company, where he advised clients across the semiconductor value chain (and on three continents) in matters of strategy, operations, and M&A. He also spent time at IBM's TJ Watson Research Center, where he examined line edge roughness formation mechanisms during plasma etching of semiconductor devices. Stacy holds a PhD in Chemical Engineering from the Massachusetts Institute of Technology, as well as a Certificate in Financial Technology from the MIT Sloan School of Management. He earned a BS summa cum laude in Chemical Engineering from the University of California, Los Angeles. Stacy has been named to Institutional Investor’s All-America Research Team every year since 2010, including numerous appearances as the No. 1 analyst in US Semiconductors.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/433.jpg"
},
{
"name": "Stephen Reitman",
"title": "Senior Analyst",
"sector": "European Automobiles & Components",
"bio": "Stephen Reitman is the Senior Analyst covering European Automobiles & Components at Bernstein. Stephen joined SG in 2010 and has spent 38 years covering the European automotive sector, including 10 years with UBS and 11 years with Merrill Lynch, where he ran the European and global coverage teams. Stephen was regularly recognized by Institutional Investor as ranking in the top 3 in his sector and was a Fortune European All-Star Analyst. . Stephen holds a degree in International Studies and Languages from the University of Manchester and an MBA from Manchester Business School.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1808.jpg"
},
{
"name": "Thibault Dujardin",
"title": "Senior Analyst",
"sector": "European Utilities & Clean Energy",
"bio": "Thibault Dujardin is a Senior Research Associate at Bernstein on the European Utilities & Clean Energy team. Thibault joined SG’s Utilities team in November 2020, after having worked for two years with the delta one derivatives sales trader team in London. Thibault began his career in Germany in R&D at Siemens, before moving into finance, and subsequently held positions at Carmignac Gestion (middle office) and at Rivage Investment as a financial analyst. Thibault holds MA degrees in Engineering from Ecole Centrale de Nantes and in Finance from Audencia Nantes.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1796.jpg"
},
{
"name": "Trevor Stirling",
"title": "Senior Analyst",
"sector": "European Beverages",
"bio": "Trevor Stirling is the Senior Analyst at Bernstein covering European Beverages. Before joining Bernstein in 2004, Trevor had a wide variety of roles in beverages and consumer goods. He started his working life with Procter & Gamble. After an MBA, he worked for McKinsey in London for seven years, where he focused on the consumer sector in general and beverages in particular. Then came five years at Guinness/Diageo Ireland, first as Strategy Director and then as Sales Director for retail and wholesale. After this, he ran his own wine business in Dublin as a private-client wine merchant. Trevor holds an MBA with Distinction from INSEAD and an MEng and MA from Cambridge University. He also holds a Diploma in Wine from the WSET, the pre-cursor qualification to Master of Wine. For several years, Trevor has been ranked the No. 1 Sell-Side Analyst in both the Institutional Investor's All-European Research and Extel surveys for European Beverages, and he is The Wall Street Journal's top-ranked European Food & Beverage Analyst.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/315.jpg"
},
{
"name": "Ulrich Rathe",
"title": "Senior Analyst",
"sector": "European Telecom Services",
"bio": "Ulrich Rathe is the Senior Analyst covering European Telecom Services at Bernstein. Ulrich joined SG in 2022, with over 20 years of experience covering European TMT stocks. Prior to SG, Ulrich worked for 12 years at Jeffries, where his team earned a No. 8 position in the 2021 Institutional Investor survey. His other sell-side roles include a year SG, three years at Dresdner Kleinwort, and over six years at UBS. Earlier in his career, Ulrich was a management consultant at the Boston Consulting Group. Ulrich holds an MBA from INSEAD, a PhD in Theoretical Physics from the University of Munich, and is a CFA charterholder.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1815.jpg"
},
{
"name": "Venugopal Garre",
"title": "Senior Analyst",
"sector": "South & SE Asia Consumer Tech, India Autos, India SMID Portfolio, India Strategy",
"bio": "Venugopal Garre is the Senior Analyst at Bernstein covering South and South East Asia Consumer Technologies and India Strategy. Venugopal joined Bernstein in 2016 from Barclays Capital, where he was a Director and Asia ex-Japan Head for Capital Goods and Transport. Prior to joining Barclays Capital, Venugopal spent seven years at Credit Suisse, where he covered Taiwan Technology first, then India Capital Goods, Consumer and Media. Venugopal holds a BA in Technology, and an MBA from the Indian Institute of Management. For the last decade, Venugopal has consistently ranked among the top analysts in the Institutional Investor and Asiamoney surveys; he was named II’s No. 1-ranked analyst in India Industrials in 2021.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/759.jpg"
},
{
"name": "Victor Acitores",
"title": "Senior Analyst",
"sector": "European Industrials and Infrastructure, European Transport",
"bio": "Victor Acitores is the Senior Analyst at Bernstein covering the Spanish Construction & Concession & Diversified Industrials sectors. Prior to joining SG in 2010, Victor worked for nine years in the equity markets for Kepler capital markets and Venture Finanzas; earlier in his career, he worked in the construction and telecoms industries. In 2017, the Thomson Extel survey ranked Victor No.10 of all European sector analysts for Europe (No.1 for Iberia), and in 2014 he ranked No.1 for Iberia sector earnings estimates in Starmine's annual poll. Victor holds a double degree in Economics and Law from ICADE university (E-3) in Madrid.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1752.jpg"
},
{
"name": "Will Kirkness",
"title": "Senior Analyst",
"sector": "European Business Services",
"bio": "Will Kirkness is a Senior Analyst at Bernstein covering European Business & Employment Services. Will joined SG in 2022 with over 13 years of experience covering his sector at both Jefferies and RBS. Will started his career at PwC. In its 2021 survey, Institutional Investor named Will Runner Up in Business Services, helping his team achieve top-ten positioning. Will earned a BSc in Management from King's College London, and is a qualified Chartered Accountant.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1804.jpg"
},
{
"name": "William Pickering",
"title": "Senior Analyst",
"sector": "US SMID-Cap Biotechnology",
"bio": "Will Pickering is the Senior Analyst at Bernstein covering US SMID-Cap Biotech. Prior to joining Bernstein in 2022, Will was most recently a Partner at Boston Consulting Group, where he advised leading Biopharma clients in the US and Japan on M&A, portfolio strategy, sales and marketing, medical affairs, and market access/reimbursement. Will also has significant experience in Biopharma collaborations with diagnostics and digital health companies. Will earned an AB in mathematics from Princeton University, and an MD from the Perelman School of Medicine at the University of Pennsylvania. At Penn, Will conducted research in cardiovascular imaging, and his findings have been presented at multiple scientific conferences.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1190.jpg"
},
{
"name": "William Woods",
"title": "Senior Analyst",
"sector": "European Food Retail, European General Retail, European Hydrogen",
"bio": "William Woods is the Analyst at Bernstein covering EU Food Retail. William joined Bernstein in 2020 from Javelin Group, a specialist retail and consumer strategy consultancy, where he was a Strategy Manager, leading strategic projects for some of the world’s largest retailers and brands across the grocery, FMCG, fashion and luxury sectors. His work ranged from developing corporate and digital strategies to zero-based cost reduction and due diligence for private equity clients. Prior to Javelin Group, William worked for STL Partners, a TMT specialist consulting firm. William holds a BA in European Social and Political Studies from University College London.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1057.jpg"
},
{
"name": "Yoann Charenton",
"title": "Senior Analyst",
"sector": "European Oil & Gas",
"bio": "Yoann Charenton is a Senior Analyst covering European Hydrogen (as part of the European Utilities & Clean Energy team) and European Oil & Gas Exploration & Production at Bernstein. Yoann joined SG in 2010, and joined the European Oil & Gas team in 2015 after two years working as a specialist equity salesperson covering the Oil & Gas and Utilities sectors. Earlier in his career, Yoann was a Research Associate in the Global Asset Allocation, European Utilities Equity Research, and Equity Strategy teams. Yoann holds an MA in Banking and Finance from University of Paris II Pantheon-Assas, a BSc in Business Administration from the University of North Carolina Wilmington, and a BA in International Business from Euromed Management.",
"photoPath": "/CmsObjectBR/SiteContent/Images/Analyst/1819.jpg"
}
]