Team

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Team 2017-11-09T14:43:20+00:00

We have extensive experience in all aspects of life sciences finance, including institutional sales, capital markets, investment banking, investor and public relations, sell-side analysis, and buy-side analysis. We have an equally strong foundation in the life sciences (6 Ph.D.s on staff), which enables us to understand our clients’ R&D, regulatory, and commercial strategy. The combination of financial service and life science expertise allow us to best serve our clients’ needs.

Founders

Founding Partner

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Andrew McDonald is an experienced healthcare investment professional with expertise in identifying transformative products and technologies in all stages of development. Andrew is a Founding Partner of LifeSci Advisors and LifeSci Capital. Prior to founding LifeSci, Andrew served as senior biotechnology analyst at Great Point Partners, a dedicated life science hedge fund. From 2004-2006, Andrew was Head of Healthcare Research and a Biotechnology Analyst at ThinkEquity Partners, a boutique investment bank. Prior to entering the financial services industry, Andrew was a medicinal chemist at Cytokinetics from 2001-2004, where he discovered and developed a promising anti-cancer agent now in clinical trials. Andrew began his pharmaceutical career as a medicinal chemist at Pfizer. Andrew received a Ph.D. in organic chemistry from UC Irvine and completed his B.S. in chemistry at UC Berkeley.

Founding Partner

Michael Rice has experience in portfolio management, corporate management, investment banking and capital markets. Prior to co-founding LifeSci Advisors and LifeSci Capital, Michael was the co-head of health care investment banking at Canaccord Adams, where he was involved in debt and equity financing. Michael was also was a Managing Director at Think Equity Partners where he was responsible for managing Healthcare Capital Markets, which included structuring and executing numerous transactions, many of which were firsts at ThinkEquity. Prior to that, Michael served as a Managing Director at Banc of America serving large hedge funds and private equity healthcare funds. Previously, he was a Managing Director at JPMorgan/Hambrecht & Quist.

United States

Account Managers

Account Manager

Hans Vitzthum has more than 25 years experience in institutional sales and healthcare research product management at Leerink Partners, Cowen & Co., and Lazard Capital Markets. Hans spent 12 years running the morning research call at two investment banks and has served as “Deal Captain” on more than 100 healthcare IPOs and secondary offerings. Hans has worked in healthcare research product management for the past 15 years and has developed extensive and long-standing relationships with the institutional investment community. Hans earned his Applied Baccalaureate from Columbia College.

Account Manager

Bob has over 25 years of experience as a buy-side analyst, portfolio manager, private equity investor and investment banker. He has extensive experience with health care companies, especially in the medtech, diagnostics and specialty pharma sectors. Bob focuses on providing CEOs and CFOs with strategic advice on key investor issues in order to enhance stock valuation through effective and compelling messaging and clear, consistent communications with institutional investors.Bob’s experience and perspective as an investor in public and private health care companies informs his strategic investor relations work for companies with market capitalizations from $100 million to over $50 billion. He has worked with medtech and spec pharma areas in providing ongoing investor relations advice as well as working on IPOs, follow-on offerings and equity-linked securities. In addition, Bob has advised companies in M&A transactions, dual track processes, and C-suite executive transitions. Before joining ICR, Bob was a Portfolio Manager and Senior Research Analyst at Principled Capital, a fund with $1.5 billion of AUM, for 10 years with responsibility for all health care investing. Prior to Principled, he was a Vice President at Warburg Pincus, one of the world’s largest private equity and venture capital firms, investing in health care. Bob was a member of the Board of Directors of The Medicines Company (MDCO) and Eurand international, which was acquired by Aptalis Pharma. He spent 15 years in investment banking, including serving as Managing Director in Health Care Finance Group at Bear Stearns & Co., having worked on capital markets and M&A transactions in excess of $5.0 billion. Bob earned a BA in Economics from Yale University and an MBA from Stanford University Graduate School of Business.

Jeremy brings 15 years of experience in healthcare, both as a sell-side analyst and as an investor relations advisor. Jeremy covered both medical devices and healthcare services as an analyst at such firms as Bank of America, Oppenheimer, and Cantor Fitzgerald, and he was quoted regularly in the financial press. As the founder of Whalebone Advisory, he built extensive experience developing and executing investor relations strategies for pre-IPO and publicly-traded healthcare companies and counseling senior executives on messaging to Wall Street, including guidance philosophy, earnings preparation, and corporate access plans. Jeremy presently serves on the boards of the Edgemont Community Council and of the Fraternal Order of Bendin-Sosnowicer. Jeremy earned an MBA in Finance from the Leonard N. Stern School of Business at New York University, a Diploma in Economics from the London School of Economics, and a BA in Economics and Political Science from the University of Chicago.

Dan Ferry joins LifeSci Advisors from Guggenheim Securities, where he specialized in connecting healthcare companies with buy-side investors, venture capitalists, KOLs, sell-side analysts, and the investment bank.  Mr. Ferry spent nearly 4 years at Guggenheim Securities putting together numerous non-deal roadshows, collecting feedback from investors, and helping shape investor outreach strategies.  Prior to Guggenheim, Mr. Ferry worked at Lazard Capital Markets where he participated in many successful healthcare company financings.  Over the course of his career, Mr. Ferry has developed long-standing relationships with the healthcare investment community.  Mr. Ferry received a BS in Finance from the University of Southern California.  He currently resides with his wife and three children in the Boston area.

Ashley R. Robinson has 20 years of experience in institutional equities, with a focus on the healthcare sector.  He began his Wall Street career at Lehman Brothers Holdings, Inc., where he spent time in both the New York and Boston offices.  Following this, Mr. Robinson spent 14 years at Leerink Swann (now Leerink Partners, LLC), where he was a Managing Director and Partner.  At Leerink, Mr. Robinson helped establish and build the institutional franchise, and was responsible for covering the firm’s largest accounts, which allowed him to develop deep relationships with many leading healthcare investors.  During his tenure, Mr. Robinson served as “Deal Captain” on most of Leerink’s capital markets transactions, and was the primary liaison between sales and equity capital markets.

Prior to joining LifeSci, Mr. Robinson was the Healthcare Product Specialist and Sector Head at Guggenheim Securities, LLC, where he was responsible for building a research franchise in that sector.  Mr. Robinson earned a Bachelor of Arts degree from Hobart College.  He double-majored in Economics and Russian Area Studies, and played Soccer, Lacrosse, and Squash.

Non-Deal Roadshows

Head, Global NDRS

William Begien has worked in institutional finance for more than 20 years. He spent the first half of his career on the fixed income side in sales and trading at Merrill Lynch and Morgan Stanley. For the last 10 years Bill has been an institutional equity salesman in Boston and New York for Caris & Company, Leerink Swann and Summer Street Research Partners. As a healthcare specialist for the last five years, Bill has a deep understanding of the sector and the buy side landscape. Bill lives in Boston and is a graduate of The University of Massachusetts at Amherst where he was a member of the varsity lacrosse team for four years.
Tom Rorke has more than 20 years experience in Institutional Equity Sales. He began his career in the Philadelphia Office of Wertheim and Company. Tom then spent fifteen years at Credit Suisse where he was responsible for Research Sales and Trading in the MidAtlantic, Midwest, Southeast and Canadian Regions. He also Managed Credit Suisse’s MidAtlantic Middle Markets Group for twelve of those years. Prior to joining LifeSci Advisors, Tom worked for two years at Brean Capital where he focused on Health Care Capital Markets. Tom graduated from Wake Forest University with a Bachelor of Arts in Psycholgy and Spanish.
Ed McSorley brings more than 30 years of institutional equity sales experience and a strong book of Street contacts on both the buy side and sell side. He began his institutional equity sales experience at Bache (Prudential Securities) and later worked at Dillon Read, Wasserstein Perella, Hambrecht & Quist, JP Morgan and Citigroup. Ed enlisted in the U.S. Marine Corp at 17 years old and saw service in Vietnam. He received his MBA from Fordham University and graduated from Bryant University with a B.S. in Business Administration.
Non-deal Roadshow professional

Casey DeBaecke has more than 25 years of experience in Institutional Equity Sales. She began her career in the Boston Office of First Boston Corporation working in Equity Research. Casey then spent fifteen years at Credit Suisse where she was responsible for Institutional Equity Research Sales in the MidAtlantic Region. Prior to joining LifeSci Advisors, Casey worked for 10 years at UBS in the Institutional Equities Group providing Research Sales coverage to accounts in the MidAtlantic territory. Casey graduated from Boston College with a Bachelor of Science in Finance and a Minor in Asian Studies.

Non-Deal Roadshows – Private Wealth

Managing Director

Jonathan is primarily responsible for running the Private Wealth / HNW business within the Non-Deal Roadshow team of LifeSci Advisors. He is also responsible for marketing the BioShares Biotechnology Products and Biotechnology Clinical Trial exchange traded funds managed by LifeSci Index Partners, LLC, an affiliate of LifeSci Capital under common control. Prior to joining LifeSci in October 2015, Jonathan was the Senior Vice President – Investments of Gideon Strategic Advisors, a comprehensive wealth management team under the umbrella of AXA Advisors. In this role, he helped grow the client asset base to over $80MM in less than four years and was personally responsible for all asset management activities. Before AXA, he worked at Basso Capital, a hedge fund based in Stamford, CT. He earned a B.S. in Finance from Northeastern University and a certificate in retirement planning from the Wharton School of Business at the University of Pennsylvania. His interests outside of work include reading, fine dining, and playing as much golf as possible. Jonathan holds the Series 7, 63, and 65.

Eric Ribner joined LifeSci Advisors as a Vice President in October 2017, focusing on the firm’s Retail Non-Deal Roadshow (NDR) efforts.  Previously, he was a Senior Loan Advisor at Multifunding LLC where he advised businesses on their loan and debt options. Previously, he served as Chief Financial Officer of MetalX. Eric spent more than 20 years working on Wall Street in various capacities, including as an Executive Director of Institutional Sales at Oppenheimer & Co. for 9 years and on the buy-side, first as a Managing Director of Equity Research at NorthStar Capital Funds and then as a Senior Vice President at George Weiss Associates, where he helped manage over $200 million in equities in the financial, industrial, energy and metal sectors. Eric resides in New York and has two children

Corporate Communications

Michael Wood has 20 years experience advising the biotechnology and life science industries, having worked as a sell side analyst, institutional investor and investor relations professional. As a sell-side analyst he worked at Lehman Brothers, UBS and Hambrecht & Quist (now part of JP Morgan). On the buy side, he spent four years working on a healthcare sector fund at Welch Capital Partners in New York. He has also acted as an independent advisor to venture capital firms on PIPE transactions and late stage private investments. Michael is a native of Dublin Ireland and holds an Honors Degree in Microbiology from Trinity College Dublin. He also studied Investor Relations and Corporate Communications at New York University.
Brian Ritchie has over 14 years of healthcare investor communications experience. He focuses on developing, implementing and overseeing investor relations programs for leading medical technology, biotechnology, specialty pharmaceutical, and healthcare services companies. Brian has also worked on a number of financial transactions, including IPOs, follow-on offerings, venture rounds, and M&A agreements. Prior to joining LifeSci, he spent over eight years at FTI Consulting as a Senior Director within the Strategic Communications segment’s Capital Markets Practice and healthcare & life sciences sector. Previously, Brian spent nearly six years at Noonan/Russo Communications, where, in increasingly senior positions, he focused on investor relations for a large variety of life sciences and healthcare companies. He holds a B.S. in communication arts from St. John’s University, where he graduated Cum Laude.
Paul Arndt is an investor relations and corporate communications executive with 20 years of corporate and agency experience. Previously, Paul was Sr. Manager of Investor Relations for Spectrum Pharmaceuticals during which time the company saw a more than 23-fold growth in its market capitalization, an increase in sell-side analyst coverage from two to seven and an increase in institutional ownership from 25% to more than 70% through proactive investor targeting. Prior to Spectrum, he led investor relations and corporate communications for NeoPharm, Inc., where he was responsible for executing long-term investor, corporate, employee, and media relations programs designed to develop and refine core messages to optimize value creation, contributing to a more than 500% increase in market capitalization and a doubling of analyst coverage through several corporate events. Paul also served as an IR consultant at Hill & Knowlton and David A. Noyes & Company. Paul earned his MBA from the Lake Forest Graduate School of Management in Chicago and his Bachelor of Arts in Communications from Quincy University in Quincy, Illinois. He is also a NIRI-National and NIRI-Chicago chapter member, and a recent Officer of the NIRI-Orange County, California chapter.
Corporate Communications Professional

Finance

Finance Professional

KOL Events

Director of Key Opinion Leader (KOL) Strategy and Management

Morgen Alden is the Director of Key Opinion Leader (KOL) Strategy and Management at LifeSci Partners where she works closely with LifeSci’s research team to plan, organize and execute KOL events, which bring insight and value to the healthcare investment community. Prior to joining LifeSci, Morgen worked as a project manager on the healthcare team at Guidepoint Global, where she fielded KOL meeting requests for 100+ clients on the buyside, sellside, and from corporations in the biotechnology and medtech industries. Her expertise lies in bridging contacts and building mutually beneficial relationships between healthcare professionals and institutional financial investors. Morgen received both her Masters and Bachelor of Arts in Medical Anthropology from the University of Pennsylvania.

Managing Director, Relationship Manager

Joyce Allaire has more than 14 years experience in Institutional Equity Sales. She began her career at Hambrecht & Quist in Boston and post merger worked at JP Morgan in New York. Joyce spent seven years at Leerink Swann & Co. as a Senior Healthcare Sales Specialist where she spearheaded research sales and capital markets initiatives for institutional investors. She brings not only a high level of industry knowledge, but also a broad reach to the buy and sell side constituencies. Joyce received her MBA from Bentley College and graduated from Assumption College with a Bachelor of Arts in Economics and Finance.

Investor Targeting

Managing Director

Angela Qian is a Managing Director at LifeSci Partners, where she oversees the firm’s buy-side and sell-side strategic targeting efforts. She works to bring value to both public and private clients by conducting in-depth comparative peer analyses and broader industry analyses, constructing comprehensive investor relations plans, drafting company board presentations, and assisting in the firm’s corporate communications and access activities. Prior to joining LifeSci Partners, Angela worked at Columbia University Medical Center and the University of Miami Miller School of Medicine. She holds a Bachelor of Arts in Neuroscience from Columbia University.

Analysts

Senior Analyst, Head of Research

David Sherman has studied neuroscience for over nine years with broad exposure to translational research and cutting-edge technology. He has a deep understanding of biological systems that allows him to draw subtle distinctions between research programs and effectively evaluate market potential. David has a Bachelor of Arts degree in Biology from Harvard University, where he conducted a research project on motor control and Parkinson’s Disease for his senior thesis. He completed a Ph.D. at UCLA in the Department of Neurobiology studying the neural control of breathing.

Analyst

Sam Slutsky has more than 4 years of experience in healthcare research. Prior to joining the LifeSci team, Sam conducted orthopedic research under Dr. Javad Parvizi at the Rothman Institute in Philadelphia. His work was presented at the American Association of Hip and Knee Surgeons (AAHKS) 24th annual meeting. Sam holds a Bachelor of Arts in Economics from the University of Rochester. He was a member of the school’s NCAA baseball team, where he compiled several accolades including all-conference and academic all-district.

Analyst

Patrick Dolezal has accumulated a broad skill set in the life sciences over the past eight years. He holds a Master of Science degree in Biology from New York University where he completed his thesis in a translational research laboratory focused on Alzheimer’s disease. Patrick is an avid SCUBA diver and performed epidemiological research for the Divers Alert Network while based in Cozumel, Mexico.

Analyst

Dr. Gabriel Fung completed his PhD with 16+ peer-reviewed publications at the University of British Columbia in Vancouver, Canada, in understanding Virus-induced Cardiomyopathy. Prior to his doctorate studies, he specialized in Biochemistry and Molecular Biology with a specialization in virus immunology. In addition to his academic studies, Dr. Gabriel Fung also traded securities actively on the stock market and practiced management consulting with top tier firms to improve his problem solving skills outside of medical research. Aside from work, Dr. Fung is a swimmer, scuba diver and snowboarder always looking for great conversation with others

Analyst

Rebecca Stark has three years of experience in neuroscience research at UCLA. She worked as a research assistant at the Center for the Assessment and Prevention of Prodromal States, studying prodromal schizophrenia in young adults. She also conducted research on the neurobiology of learning and memory in zebrafish. Rebecca holds a Bachelor of Science in Neuroscience from University of California, Los Angeles, where she also spent time working with educational and food justice nonprofits in the greater Los Angeles community.

Europe

Account Managers

Account Manager

Chris has over 20 years of experience in the life sciences industry covering business development, investor relations, public relations, journalism, investing, and molecular neurobiology. He is the founder of BioConfidant Sàrl a Geneva-based strategic consulting firm that helped senior executives achieve their financing and partnering goals. Previously, while at Addex Therapeutics (SIX:ADXN), Chris was a member of the executive management board and held the positions of Head of Investor Relations & Communication (2007-2010) and Director Business Development (2010-2013). He co-founded the Alpine Institute for Drug Discovery in 2013, a not-for-profit social enterprise whose mission is to help commercialize academic discoveries. In addition, Chris worked as: a journalist for the leading biotechnology trade publication BioCentury (2001-2007); an Associate at Casdin Life Science Partners (later Cooper Hill), a NYC-based biotechnology hedge-fund (1997-2000); and a molecular neurobiologist studying drug dependence at The Rockefeller University (1993-1997), where he co-authored twelve peer-reviewed publications. Chris holds a BA in English Literature from Yale University, where he also completed pre-medical studies.

Non-Deal Roadshows

Niki has over 15 years experience in the healthcare sector including 10 years in institutional equity sales in Europe specialising in US & European Healthcare stocks at Cowen, JP Morgan and then Fortis Bank, with a particular focus on Biotechnology companies at the latter. In 2009 she founded Aetia Ltd, a UK based specialist financial services firm offering capital raising and investor access services to private and public healthcare companies around the world, further developing her long-standing relationships with the healthcare investment community across Europe. During her career, Niki has managed numerous deal and non-deal roadshows across the UK and Europe and has a successful track record raising capital for a wide range of both public and private global life science companies at various stages of development. Prior to her investment banking career, Niki worked at Pricewaterhouse Coopers. She has a BSc in Business Management and Languages from Kings’ College, London.
Non-deal Roadshow professional
Non-deal Roadshow professional

Malou Cairus joined LifeSci Advisors in July 2017 as Associate for European Corporate Access. Based in the Geneva office, Malou supports clients and the LifeSci team in organizing non-deal roadshows across Europe. Malou has over 10 years’ experience in various senior administrative roles in multinational companies, including Spencer Stuart & Associates, as well as Beckman Coulter and Medtronic, both medical device companies. Malou holds a Bachelor of Science Degree in Business Economics from the University of the Philippines.

Israel

Account Managers

Managing Director, Israel

Moran brings over 15 years of Investor Relations experience, having worked with Israel’s largest and most prominent private and publicly traded companies. Prior to joining LifeSci Advisors, Mrs. Meir-Beres was a senior account executive at KM Investor Relations, Israel’s first and largest IR firm, where she provided companies from a wide range of sectors ongoing investor and financial media relations advice, as well as advisory services related to public and private securities offerings, mergers and acquisitions, and crisis management. Prior to joining KM, Ms Meir-Beres was part of the IR team at Teva (NYSE: TEVA), Israel’s largest healthcare company. Moran earned her BA and Master Degree in Law from Bar-Ilan University in Israel.