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.
Tim brings over 18 years of investment experience across all healthcare sectors and capitalization ranges, most recently working on life science investments at Sabby Management, Kingdon Capital Management, Millennium Partners and Healthco/SAC Capital. His extensive buy-side track record, when combined with specialty pharmaceutical sell-side research at CSFB and public accounting experience at Arthur Andersen LLP, provides a well-rounded perspective to the team.
Tim earned a BS with Special Attainments in Commerce from Washington and Lee University and an MBA in Finance and International Business from the Leonard N. Stern School of Business at New York University. He is a CFA charter holder and completed all CPA qualifications.
Managing Director, Relationship Manager
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.
Kevin O’Gorman has 20 years of experience as an institutional equity salesperson. Kevin began his career in the New York office of PaineWebber & Co. and spent more than half his career with Buckingham Research, where he was a partner. He brings an extensive network of institutional relationships from the Midwest, greater New York and United Kingdom markets. He joins LifeSci Advisors from Oppenheimer & Co and has an MBA from Fordham Universality and an undergraduate degree in English Literature from the Catholic University of America.
Chuck Padala has spent over 25 years in Institutional Equity Sales & Trading. He began his career at SunTrust/Robinson Humphrey, where he spent 20 years, and supervised the firm’s NY Sales & Trading desks. Chuck later joined Brean Capital where he ran the firm’s Equities division and was Head of ECM, followed by two years at Longbow Research as Head of Institutional Sales. Prior to joining LifeSci Advisors, Chuck served as President of the Securities Traders Association’s NY affiliate and served two consecutive terms on STA’s national Board of Governors. STA is the largest organization representing professional traders and was founded as a grass roots response to the founding of the SEC in 1934, in order to give market participants a voice in Washington DC. Chuck graduated with honors from New York University with a Bachelor of Arts in Humanities.
Steve Bilawey MBA- LifeSci Advisors Consultant and Chief Business Officer at Precision Digital health(PDH). PDH delivers enterprise software(SUMMA) for clinical trials and clinical research for CRO’s and the Pharmaceutical industry. Prior to LifeSci and PDH, Steve spent 13 years working at the boutique healthcare investment bank Leerink Partners on the Institutional equities desk . He has deep relationships with healthcare/pharmaceutical executives and institutional investors across North America. He is also involved with Kairos Society as an advisors where he is helping young entrepreneurs develop their businesses.
Non-Deal Roadshows – Private Wealth Meetings
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
Monique brings to LifeSci nearly 20 years of Wall Street experience. Her expertise includes roles as both a senior institutional investment analyst with large global asset managers, and as a trusted investor relations advisor providing insight and strategic counsel to senior management teams.
Before joining LifeSci, Monique was a founding partner at Access Capital Advisors, where she partnered with senior management teams to develop investor communications programs tailored
to best convey each client’s value proposition to Wall Street. She and her partner thoughtfully crafted messaging, developed positioning, and targeted key investors.
Prior to her career in investor relations, Monique spent 15 years investing in small-cap healthcare companies as a fundamental research analyst. Her experience encompasses both large
multi-national firms like Deutsche Asset Management and Fidcuciary Trust and small boutique firms like Rochdale Investment Management and Palisade Capital Management. At each firm, Monique provided in-depth fundamental research and analysis to support her
investment recommendations. She was an active member on each firm’s investment committee responsible for firm-wide sector allocation decisions.
Monique began her career at a Washington D.C. industry trade association serving as a liaison between government and industry interpreting government regulations and advising on the
rulemaking process. Her understanding of chemistry and business provided the background to translate highly technical and scientific manufacturing processes for Washington regulators at FDA, EPA, and OSHA.
Monique has her MBA in Finance from New York University Stern School of Business, and dual degrees in Chemistry and German from St. Olaf College. She also holds her Series 7 and Series
She is an avid triathlete having completed seven Ironman races. When not training, she is diligently in search of the perfect food pairing for the beloved Burgundy wines in her collection.
She and her husband live in Manhattan with their 140 pound English Mastiff, Bella.
Garth Russell has more than 15 years of healthcare IR and corporate communications experience. He has successfully worked with biotechnology and life science companies to establish investor relations capabilities that dovetail with broader corporate communications programs, including public relations and social media. Garth has provided strategic IR counsel to companies through IPOs, secondary offerings, M&A transactions and changes in management. Garth previously worked with KCSA Strategic Communications as Managing Director of Investor Relations, during which his responsibilities included overseeing the firm’s healthcare practice. He holds a B.S. in Marketing from SUNY Plattsburgh. Garth is a NIRI-National and NIRI-New York chapter member.
Glenn Garmont brings to LifeSci nearly two decades of experience, not only in financial communications, but also as a sell-side equity research analyst. Prior to LifeSci, Glenn served as Senior Vice President at Rx Communications LLC, and, before that, Argot Partners, where he developed and executed strategic IR programs for an array of public and private companies across all development stages, in the biotechnology, specialty pharmaceuticals and medical device sectors. He also served as a Vice President on the health care team at ICR.
Before transitioning to investor relations, Glenn spent 12 years as a sell-side equity research analyst, first as a senior associate on multiple highly ranked research teams at Salomon Smith Barney, and then as a senior publishing analyst at boutique banking firms First Albany and ThinkEquity. As a senior analyst, Glenn built his expertise with research focused on health care services, including health care information technology, pharmacy benefit managers, pharmaceutical contract research and sales organizations, disease management, pharmacy automation, drug distribution and managed care.
Glenn earned a B.S. in Finance from Rutgers University and an MBA in Finance from the Stern School of Business at New York University.
Allison Blum is the Director of Scientific Communications at LifeSci Advisors. Allison has extensive communications, scientific writing and academic research experience in diverse areas including medicinal chemistry, neuroscience, stem cell biology, precision medicine and genomics.
Prior to joining LifeSci, Allison was the Director of Scientific and Research Strategy at the Institute for Genomic Medicine at Columbia University Medical Center. In this role she oversaw a complex grant and research portfolio with industry, clinical, government and foundation sponsors while also directing the Institute’s communications and grant writing. Prior to Columbia, Allison spent eight years with the Howard Hughes Medical Institute, the largest philanthropic organization supporting biomedical research in the United States, first as a researcher and then overseeing science operations for Howard Hughes Investigators at Columbia, NYU, Princeton, the University of Pennsylvania, Albert Einstein College of Medicine and the Aaron Diamond AIDS Research Center.
Allison earned her Ph.D. in Biological Sciences from the Watson School of Biological Sciences at Cold Spring Harbor Laboratory and holds a Master of Science in Organic Chemistry and Bachelor of Science in Biochemistry from American University.