I have a Doctor of Pharmacy (PharmD) degree and currently practicing in an university setting. I received a Bachelors of Science in Biological Sciences with an emphasis in Microbiology from University of California at Davis. My interest is in nano to small cap biotech stocks where the science is real, the rewards are great, but so are the risks.
Brian Marckx, CFA is the Senior Medical Device / Diagnostics Analyst with Zacks Investment Research. I cover small and micro-cap medical device and diagnostic companies. Focus is development-stage companies with novel and emerging technologies as well as already established names still flying under the radar.
Prior to joining Zacks, Brian worked as a high-yield bond analyst on Wachovia Securities’ institutional trading desks where he specialized in the healthcare and industrials industries. Prior to that he was an analyst in corporate finance at First Union National Bank. Brian has covered the medical device, pharmaceutical and biotechnology industries since joining Zacks.
Brian has been quoted in numerous publications including The Wall Street Journal, Barron's, Bloomberg-Businessweek and Kiplinger. His work has also been cited in various market studies and working papers including those from Massachusetts Institute of Technology, Deloitte & Touche, and Pharmaceutical Manufacturing. Brian graduated with a B.S. in Finance from St. John Fisher College and received his MBA from Wake Forest University. Brian is also a Chartered Financial Analyst charterholder.
Jonathan Bernstein has been a private investor and trader for fifteen years. Before going out on his own in 1992, he spent eight years as a security analyst and portfolio manager at a number of Wall Street firms, including a stint as co-manager of the then $300 million MainStay High Yield fund at MacKay-Shields. He holds a BA in Economics with honors from the University of Michigan, where he was a National Merit Scholar, and an MS in Economics from the University of Wisconsin. Jonathan also interned at the Brookings Institution and the Congressional Budget Office. His writing on international energy markets has appeared in such venues as The New York Times and the Baltimore Sun. Jonathan earned his CFA Charter in 1987.
Visit his site: www.TheInsightfulTrader.com/
Berg is a passionate surfer and chief pilot of Surfline, Inc., where he flies an Aero Commander throughout the Caribbean, Central America and Baja in support of the company's R&D and quality control programs. In his spare time, he Chairs Surfline and NTN Buzztime Inc.(AMEX:NTN) and is a private investor.
Surfline is the leading surf digital media property in the world.
In 1999, he co-founded Swell, a direct marketer of surf apparel and accessories, which was sold to Billabong in 2009. Between 1995 and 2000, Mr. Berg was Chairman of AccentHealth, a network that provide segmented, patient education-oriented TV programming to over 10,000 medical waiting rooms. Mr. Berg has over 20 years experience as a professional investor, having founded Matador Capital Management in 1993, and before that working for 9 years at Raymond James Financial as an institutional securities analyst. Matador ran long/short equity hedge funds and separate accounts from February 10, 1994 through the end of 2006, compiling an audited track record for its flagship fund, Everglades Partners, LP, of gross and net returns, respectively, that trounced the S&P 500 of 278%.
Have been an investor for 60 years. Last 20 years have concentrated on biotechs. Have been senior exec with Shell and ITT before retiring 30+ years ago. My working areas were finance, informatics and international management. Taught MBA courses in management, informatics and communications. Speak French and Spanish plus some German.