United States Team

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United States Team 2019-06-21T09:31:06+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.

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 biopharma 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 $50 million to over $5 billion. He has worked with medtech, diagnostic and biopharma 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 LifeSci, Bob was a Managing Director at ICR in Healthcare IR. Prior to 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 growth 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 Forest Labs. He spent 15 years in investment banking, including serving as Managing Director in Health Care Finance Group at Bear Stearns & Co. (now JP Morgan), 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.

Tim McCarthy brings over 18 years of investment experience across all healthcare sectors and capitalization ranges, focusing on life science investments at Kingdon Capital Management, Millennium Partners, Healthco/SAC Capital and Sabby Management. His extensive buy-side track record, when combined with specialty pharmaceutical sell-side research at CSFB and Lehman Brothers, 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

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.

Non-Deal Roadshows

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.
Mr. Gaul has 20 years of experience in equity sales, including 14 years in institutional healthcare equity sales. Most recently, he was in Equity Research Sales at Vertical Research Group, an independent equity research boutique, and previously served in similar roles at Adams, Harkness & Hill, Canaccord Adams and Leerink Partners. During his career, Mr. Gaul has established and developed relationships with many top-tier buy-side investors and sell-side analysts and bankers. Throughout his career, Mr. Gaul has managed numerous deal and non-deal roadshows in all major financial markets in the United States. He received a Bachelor of Arts degree in English and Economics from Wheaton College.

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.

Joe has 20+ years of Capital Markets experience. He started his professional career at Troster Singer, but spent the majority of his time (14 years) at Adams, Harnkess (now Canaccord, Genuity). He ran Equity Trading and Corporate Services at Adams for about 7 years, and was a member of the management team, deal allocation team and compliance committee. He was also a member of the Investment Committee and Trader for Winslow Asset Management (a subsidiary of Adams, now part of Brown Advisory). Joe has a BS in Economics from Bentley College, MBA in Financial Management from Binghamton University, and resides with his wife and three kids in Natick, MA.

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

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.

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
66 licenses.

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.

Corporate Communications

Joshua Drumm has more than a decade of healthcare investor relations and corporate communications experience. Drawing from an extensive background in the life sciences, Josh is adept at translating complex science and high-level strategies into precise, straightforward corporate messaging targeted for investors. His communications experience covers a wide range of therapeutic, med tech/device and diagnostic areas, as well as a diversity of financial and M&A transactions. Josh has worked with companies across the corporate lifecycle, from small and emerging to established and revenue generating. Prior to joining LifeSci, Josh built and led the investor relations practice at Tiberend Strategic Advisors, where he oversaw the crafting and execution of investor communications strategies for numerous life sciences companies. Previously, he served as Chief Scientific Counsel at The Ruth Group, where he managed IR accounts and scientific communications for the firm. Josh began his career at Burns McClellan, developing strategic messaging and IR initiatives to raise visibility for both public and private healthcare companies. Josh received an M.S. and Ph.D., both in microbiology and immunology, from the Albert Einstein College of Medicine in Bronx, NY.

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.

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.