Keith A. Markey, PhD,

Keith A. Markey, PhD,, Scientific Director - Biotechnology

Dr. Markey is an equities analyst with more than 25 years of experience. Previously, Keith held managerial positions in the Value Line Research Department, supporting the Value Line Investment Survey with original research and by selecting stocks for coverage. He began his career as a biochemist, working in the fields of endocrinology and neuroscience. His research, which resulted in more than 30 publications, contributed to our understanding of regulatory biochemistry and stem cell plasticity. Keith has lectured on scientific and financial subjects and is a member of the New York Academy of Sciences and the National Association of Science Writers. He earned a Ph.D. in Neurochemistry from the University of Connecticut and an M.B.A. in Finance from the Leonard N. Stern School of Business at New York University.  |  direct 212.514.7914 |  cell 908.334.3008

Morris Ajzenman, CFA

Morris Ajzenman, CFA, Senior Research Analyst - Value Stocks

Mr. Ajzenman has 40 years of experience specializing in small/mid-capitalization companies. Formerly co-managed $4 billion in assets at Lazard Asset Management and managed $2 billion at Mitchell Hutchins. Morris focus is on companies that: generate free cash ow; sell at low multiples of C/F; have little debt and ownership to appropriate levels of cash; employ conservative accounting practices (e.g. where companies do not delegate liabilities to only footnotes); maintain a "moat around its castle"; hold a catalyst or strategic action by management to unlock value; and, stocks selling at historic low valuations. Mr. Ajzenman is a Chartered Financial Analyst (CFA).  |  direct 646.442.1442 |  cell 516.503.6611

Jay Vleeschhouwer

Jay Vleeschhouwer, Managing Director - Software Research

Mr. Vleeschhouwer has over 33 years of research analyst experience in the technology sector, including software, computer hardware and imaging technology; formerly senior analyst at Merrill Lynch, Josephthal Lyon & Ross, Bear Stearns, and Cantor Fitzgerald. His work has been recognized on numerous occasions in the annual Institutional Investor and Greenwich Associates rankings of analysts. He has been invited to present at various industry and corporate conferences and events on his perspectives of the software and imaging technology industries, and media appearances (Bloomberg, CNBC, Fox Business). Mr. Vleeschhouwer received his B.A degree, in Economics and Political Science, from the University of California, Los Angeles, and his M.B.A. degree from the University of California, Berkeley.  |  direct 646.442.4251 |  cell 917.543.2576

Kevin Simpson

Kevin Simpson, Energy Strategist

Mr. Simpson has 35 years of experience as a leading energy analyst and strategist, ranked as an Institutional Investor All Star Analyst 17 times, ranked for earnings accuracy by the Wall Street Journal for 6 consecutive years, and lead analyst on 28 equity offerings. Most recently, Kevin was Energy Strategist at Miller Tabak. He currently forecasts the oil industry trends and has coverage consisting of large cap oil service stocks. He has a BS in Economics from Wharton and is a Chartered Financial Analyst (CFA).  |  direct 646.350.4168 |  office 212.509.9500 |  cell 917.817.6916 |  trading 646.442.4255

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