Our People

Director of Research

Jim has worked in the financial services industry for over 40 years and joined Argus in 1993. He is the Director of Research at Argus and a member of the Investment Policy Committee. Jim was instrumental in building Argus’ proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. He also oversees Argus’ technical analysis products; writes the Portfolio Selector report among other publications; and manages several Argus model portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing, and Electronic Manufacturing Services companies. He is a CFA charterholder and a three-time winner in The Wall Street Journal's "Best on the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value.

Director of Portfolio Strategies

John is Chairman and CEO of Argus Research Group and President of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then-Director of Research; helping form the firm's overall investment strategy and analytical framework; hosting webinars; training and mentoring analysts; and presenting to clients around the world. He has also covered the Healthcare, Financial, Consumer, Industrial, and Materials sectors. John joined Argus in 1989. He has an MBA in Finance from New York University's Stern School of Business and a bachelor's degree in Journalism from Northwestern University. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune, and Money magazine, and is a frequent guest on CNBC, CNN, CBS News, ABC News, and the Bloomberg Radio and Television networks. John is a founder and board member of the independent research industry trade organization, Investorside Research Association.

Director of Product Strategy

Stephen is responsible for coverage of large global banks, regional banks, and domestic credit card and payment companies. He has covered financial services stocks for more than 20 years. He is also a member of the Argus Investment Policy Committee and Senior Portfolio Group, and frequently appears in print and broadcast media discussing equity markets. Previously, he was the Global Director of Equity Research for S&P Capital IQ. He holds a degree in Economics from Rutgers University.

Chartered Market Technician

Mark Arbeter is responsible for commentary in the Argus Market Movers report, which provides technical analysis on a range of asset classes and stock picks, and the Argus Weekly Options Watch report, which provides commentary on short-term market trends, put/call ratios, volume, and volatility, as well as an options trade of the week, determined using technical trading criteria. As a Chartered Market Technician, Mark uses momentum analysis, market internal analysis, market sentiment, sector analysis, and key intermarket relationships in his research and commentary. Prior to Argus, Mark was the Chief Technical Strategist for S&P Equity Research. Mark has a BBA in Finance and Economics from Temple University, and an MBA in Finance and Economics from Rider University.

Financial -- Banks & Brokerages

Stephen is responsible for coverage of large global banks, regional banks, and domestic credit card and payment companies. He has covered financial services stocks for more than 20 years. He is also a member of the Argus Investment Policy Committee and Senior Portfolio Group, and frequently appears in print and broadcast media discussing equity markets. Previously, he was the Global Director of Equity Research for S&P Capital IQ. He holds a degree in Economics from Rutgers University.

Communication Services and Information Technology

Joe covers the Communication Services sector and selected software technology stocks for Argus. In 2010, he was named #5 Stock Picker for Telecom Services in The Wall Street Journal's Best on the Street Analyst Survey. In 2008, Joe was named #1 Stock Picker for Media: U.S. by the Financial Times and was second in the Wall Street Journal's Best on the Street Analyst Survey for Telecommunications: Fixed Line. For more than a decade, Joe worked at Technicolor Inc., where he focused on financial and legal issues. He received his MBA in Business Administration from Fordham University, where he concentrated in Finance. He earned a BA in International Affairs from the George Washington University and spent three years with the Peace Corps in Talgar, Kazakhstan, developing an English language resource center and teaching students. Joe is a CFA charterholder.

Special Situations

Christine began working with Argus Research in 2021. She is responsible for writing daily and weekly market reports, hosting client webinars, and building Argus’ presence on social media. Christine also covers a subset of Argus research including restaurants, retailers, and high-yield stocks. Christine has a background in financial journalism and worked at CNBC in Hong Kong and New Jersey, as well as Bloomberg TV in New York and Washington, DC. She has produced thought leadership events at The Atlantic and at McClatchy. In addition to Hong Kong, Christine has lived and worked in Singapore, Panama, and the Dominican Republic. She earned a BA in Economics from Harvard College and an MA in Public Policy from Harvard University’s Kennedy School of Government. She also coaches the Jackson-Reed High School Varsity tennis team in Washington, DC.

Industrials -- Clean Energy

John is Chairman and CEO of Argus Research Group and President of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then-Director of Research; helping form the firm's overall investment strategy and analytical framework; hosting webinars; training and mentoring analysts; and presenting to clients around the world. He has also covered the Healthcare, Financial, Consumer, Industrial, and Materials sectors. John joined Argus in 1989. He has an MBA in Finance from New York University's Stern School of Business and a bachelor's degree in Journalism from Northwestern University. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune, and Money magazine, and is a frequent guest on CNBC, CNN, CBS News, ABC News, and the Bloomberg Radio and Television networks. John is a founder and board member of the independent research industry trade organization, Investorside Research Association.

Director of Economic Research & Senior Analyst: Consumer

In addition to covering stocks, Chris is Argus’ Chief Economist. He has deep expertise in the Consumer sector which he has covered as an Argus analyst for more than 20 years. He was the #1 Stock Picker in the Household Durables sector, winning the 2019 StarMine U.S. Analyst award from Refinitiv. He was also the #1 Stock Picker in Food and Staples Retailing, winning back-to-back U.S. Analyst Awards in 2015 and 2016. He received the prestigious Volunteer of the Year award from the New York Society of Security Analysts in 2000. Chris co-authored the book “Investing in Small-Cap Stocks,” which was published in three U.S. editions, an audio book, and two Chinese editions. Chris earned an MBA from Rutgers University. He is a CFA charterholder.

Managing Director & Chief Compliance Officer; Senior Financial Analyst; Fixed-Income Strategist

Kevin manages the day-to-day operations of ARG’s SEC registered investment advisor, Argus Investors’ Counsel. As CCO, he is responsible for ensuring that the firm is SEC compliant and adheres to all rules and regulations. He serves on the Argus Investment Committee, providing insight on the fixed-income markets and interest rates. Kevin also provides equity coverage for financial institutions including Insurance, Exchanges, Regional Banks, Data Providers, Asset Managers, Mortgage Originators, and REITs. He has over 35 years of experience with large investment banks, regional dealers, and consultants. Kevin graduated from Northwestern University with a BA in Economics and maintains the Series 65 registration.

Information Technology

Jim has worked in the financial services industry for over 40 years and joined Argus in 1993. He is the Director of Research at Argus and a member of the Investment Policy Committee. Jim was instrumental in building Argus’ proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. He also oversees Argus’ technical analysis products; writes the Portfolio Selector report among other publications; and manages several Argus model portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing, and Electronic Manufacturing Services companies. He is a CFA charterholder and a three-time winner in The Wall Street Journal's "Best on the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value.

Energy

Bill covers the Energy sector for Argus. He has worked in the investment business for over 32 years, including positions as a Senior Equity Analyst for firms such as Palisade Capital Management, PaineWebber/Mitchell Hutchins Asset Management, and John Hsu Capital Group. Bill has experience covering a range of industries including Consumer Staples, Consumer Discretionary, Energy, Media, Transportation, Gaming, and Utilities. At PaineWebber, he also served as part of a team that managed $9 billion in active equity products. Prior to working in the investment field, Bill spent eight years as a Credit Analyst at American Express and five years as an Analyst at Equifax Services. Bill holds an MBA from Pace University and a Bachelor of Science degree in Economics from Fordham University.

Healthcare – Life Sciences & Services

David covers the Med-Tech, Life Sciences & Tools, Managed-Care, and Healthcare services sectors for Argus. He has more than three decades of experience in the financial industry, having worked for McDonald & Co., JPMorgan Chase, and Standard & Poor's. His commentary has been featured on CNBC, in The Wall Street Journal, and in The New York Times. Prior to his financial career, David was a private practice attorney. David has a JD from Rutgers University Law School as well as a bachelor’s degree in Government from Cornell University. He has passed Level II of the Chartered Financial Analyst examination.

Consumer

Taylor joined Argus in 2020 and covers the Consumer Staples sector. Taylor also serves on the Argus Investors’ Counsel team and trades for the firm. She received her undergraduate degree from the University of Tampa, graduating cum laude with a BS in Finance and a minor in Accounting. Taylor is also very involved with animals and is part of a non-profit group that rehabilitates wildlife.

Income

Marie began her career in Metals and Mining equity research for Merrill Lynch. After several years working in Latin American debt refinancing, she decided to attend law school. Over a 30-year legal career she practiced in various fields with a focus on business law and real estate transactions, including working as counsel for Argus Research for several years. In 2021, Marie returned to Argus, first as a Materials analyst, and then providing research on REITS and Utilities. She earned a bachelor’s in Business Administration from The Ohio State University and a JD from Southern Methodist.

Healthcare – Pharmaceutical & Biotechnology

Jasper covers the Pharmaceutical and Biotech industries in the Healthcare segment. Prior to joining Argus, he worked in a variety of industries, ranging from investment tradeshow management to musical instrument manufacturing. Jasper began his career at Argus in the research department and has since widened his scope to include contributing to the Market Movers and Market Digest publications, the Vickers Weekly Insider Report, and Argus’ bespoke research on IPOs. He received his undergraduate degree from Boston University, graduating cum laude with a Bachelor of Science degree in Business Administration with concentrations in Entrepreneurship and Marketing.

Industrial

Kristina covers Industrial stocks for Argus. She is also the Portfolio Manager for the Argus High-Yield and Mid-Cap theme portfolios. Kristina joined Argus in 2019, initially following Clean Energy and Mid-Cap companies. She has over 20 years of experience in the financial services industry including with several investment banks. Prior to working with Argus, she was a Senior Director at S&P Global where she led key competitive intelligence and market research initiatives and executed programs to better understand client needs. Kristina earned a BS in Accounting and a minor in Spanish from Bucknell University. She holds an MBA in Finance from New York University’s Stern School of Business and is a Certified Public Accountant.

Small-Cap Growth

Steve began working with Argus Research in 2018. He is a generalist, responsible for analytical coverage of global companies, primarily within the Healthcare, Consumer, Industrial, and Technology sectors. Prior to Argus, Steve specialized in the Healthcare sector for more than a decade, as an investor relations professional and a Wall Street professional, and as a Senior Equity Analyst covering the biotechnology/healthcare facilities industries for S&P Capital IQ. At S&P, Steve frequently conducted broadcast and print media interviews to enhance brand visibility and thought leadership position, and has appeared in media outlets including CNBC, Fox Business, Bloomberg, and The Wall Street Journal. Steve holds an MBA with concentrations in Investment Management/Strategic Leadership from Penn State University.

Consumer Discretionary

John's specialties at Argus include the gaming, lodging, and restaurant groups within the Consumer Discretionary sector. Prior to Argus, John worked as an analyst and consultant for several financial services firms including Standard & Poor's, the Bank of New York, Harris Nesbitt Gerard, and Merrill Lynch. Forbes magazine named John as the second-best stock picker among restaurant analysts in 2006. He was also ranked the second-best analyst covering the restaurant sector by the Wall Street Journal in 2007, a year in which a Financial Times/StarMine survey also ranked John that same way. In 2008, The Journal again listed John as an award winner, with a third-best designation among hotel industry analysts and a fifth-best designation among restaurant analysts. John, a CFA charterholder, earned an MBA from the University of Texas at Austin and a BA in Economics from the University of Pennsylvania.

Materials

At Argus Research, Alexandra covers companies in the Materials sector. She received her undergraduate degree from the University of Michigan, graduating with a Bachelor of Science degree in Economics and Psychology. While in college, Alexandra completed internships with the Federal Deposit Insurance Corporation in compliance and consumer protection and worked as a student researcher in modeling and natural language processing as well as in economic modeling in the construction of dynamic spatial games. Alexandra began at Argus as a summer intern and has since become a contributor to modeling for Argus’s A6 quantitative universe of coverage.

Chief Compliance Officer

Kevin manages the day-to-day operations of ARG’s SEC registered investment advisor, Argus Investors’ Counsel. As CCO, he is responsible for ensuring that the firm is SEC compliant and adheres to all rules and regulations. He serves on the Argus Investment Committee, providing insight on the fixed-income markets and interest rates. Kevin also provides equity coverage for financial institutions including Insurance, Exchanges, Regional Banks, Data Providers, Asset Managers, Mortgage Originators, and REITs. He has over 35 years of experience with large investment banks, regional dealers, and consultants. Kevin graduated from Northwestern University with a BA in Economics and maintains the Series 65 registration.

Chief Economist

In addition to covering stocks, Chris is Argus’ Chief Economist. He has deep expertise in the Consumer sector which he has covered as an Argus analyst for more than 20 years. He was the #1 Stock Picker in the Household Durables sector, winning the 2019 StarMine U.S. Analyst award from Refinitiv. He was also the #1 Stock Picker in Food and Staples Retailing, winning back-to-back U.S. Analyst Awards in 2015 and 2016. He received the prestigious Volunteer of the Year award from the New York Society of Security Analysts in 2000. Chris co-authored the book “Investing in Small-Cap Stocks,” which was published in three U.S. editions, an audio book, and two Chinese editions. Chris earned an MBA from Rutgers University. He is a CFA charterholder.

Chief Operating Officer

Richard has worked for Argus in multiple capacities since he joined the firm in 1987, having graduated from Northwestern University in 1984. His responsibilities at first were related to data collection for the production department at Argus Research, and then grew to include work on the development of Argus’ electronic products and distribution, as well as in the Argus editorial department. Currently, Richard oversees all aspects of the operational and facilities needs for the Argus Research Group and serves on Argus’ Board of Directors.

Director of Business Development

Richard joined Argus in 2013 and has over 25 years of experience in the financial industry. He graduated from Drexel University in 1989 with a BS in Finance and Economics. Since 1998, Richard has advised individual and institutional investors on wealth management. His early work included serving as Senior Director at Dow Jones & Company with responsibility for commercializing its long-standing indices such as the Dow Jones Industrial Average. His responsibilities included product development and business promotion and sales of the Dow Jones Index family to the investment community throughout the U.S., Canada, and Latin America. He focused on product development and implementation of new index ideas to be used as the basis of exchange-traded funds and derivatives, as well as structured, insurance, and other financial products. Richard also served as President and Chief Compliance officer for Dow Jones Broker/Dealer Services and was instrumental in facilitating the creation of Javelin Investment Management LLC and the Javelin Exchange Traded Shares (JETS) ETFs. He has extensive experience working with management teams on equity and commodity-based investment strategies and has developed numerous proprietary indexes that currently serve as the basis of successful ETF and derivative products. Richard is married, with a son and a daughter, and enjoys hiking, biking, skiing, and golf, and is very active in his community.

Data Entry Quality Control Support

Graphic Designer

Projects Manager

Senior Director of Business Development

Randy joined Argus Research as Senior Director of Business Development in April 2016. He has over 25 years of experience in the investment and financial industry. Prior to Argus, Randy spent 10 years as Director of Sales at Standard & Poor’s, with senior sales and account management responsibilities in the U.S. and Canada. He also had a 13-year long tenure as Regional Vice President of Sales with MFS Investment Management. Randy holds a bachelor’s degree from Multnomah University.

Director of Business Development

Darrell joined Argus Research as Director of Business Development in 2017. He engages with our Institutional, Trust, and Wealth Management clients to understand their specific research and model strategy needs and provide the requisite Argus solution. In addition, Darrell also works with small-cap listed companies seeking research coverage and can engage with qualifying companies in providing Argus CSR Research Coverage. He also works with clients/prospects seeking insider and institutional holdings data available via the Vickers Stock Research platform and custom data feeds. Darrell has served over 30 years in the investment/financial services industry. Prior to Argus, he worked at S&P Global, most recently as a Senior Sales Executive/Team Leader and earlier as a Director of S&P’s I.R. Services Group. While at S&P, Darrell worked with asset managers, investment banks, stock exchanges, and individual corporates, and also oversaw S&P’s Investor Relations and Equity Coverage business for corporates, ADRs, and closed-end funds. Prior to that, Darrell worked for 12 years at Moody’s Investors Service as an Assistant Vice President in the Financial Information Services Group. Darrell holds a BS degree in Business Systems from Taylor University.

Vice President & Senior Editor

Daryl has worked at Argus Research for more than 40 years in various capacities. She started as a computer programmer at Vickers Stock Research and is now a Board Member, Officer, and Senior Editor. She has a BS from Bucknell University. Daryl is the granddaughter of Harold B. Dorsey, who founded Argus in 1934.

Financial Editor

Olivia joined Argus in 2024 as a Financial Editor. Prior to Argus, Olivia wrote stock stories and thought leadership, redesigned the firm website, and ran digital-marketing campaigns at Jennison Associates, an asset manager. She also managed social media and produced podcasts at a public relations company, spent a year teaching in an East New York, Brooklyn, elementary school with AmeriCorp, and joined forces with her Alma Malter as an Affiliated Scholar to research natural language processing and other machine learning applications to long-form narrative. Olivia graduated cum laude from Kenyon College with a bachelor’s degree in Comparative Literature and a concentration in the Integrated Program in Humane Studies.

Chief Executive Officer

John is Chairman and CEO of Argus Research Group and President of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then-Director of Research; helping form the firm's overall investment strategy and analytical framework; hosting webinars; training and mentoring analysts; and presenting to clients around the world. He has also covered the Healthcare, Financial, Consumer, Industrial, and Materials sectors. John joined Argus in 1989. He has an MBA in Finance from New York University's Stern School of Business and a bachelor's degree in Journalism from Northwestern University. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune, and Money magazine, and is a frequent guest on CNBC, CNN, CBS News, ABC News, and the Bloomberg Radio and Television networks. John is a founder and board member of the independent research industry trade organization, Investorside Research Association.

Chief Financial Officer

Fern joined Argus Research in 1986 shortly after obtaining her BS from Northwestern University in Evanston, Illinois. She became a member of the Board of Directors in 1989. Fern began her career at Argus in the sales department, becoming Director of Sales for Argus Research Group in 1990. In 1991, she became Vice President & Treasurer of Argus Research Group, and in 1994 she was named President of Vickers Stock Research Corporation. Fern is the granddaughter of Harold B. Dorsey, who founded Argus in 1934.

Chief Operating Officer

Richard has worked for Argus in multiple capacities since he joined the firm in 1987, having graduated from Northwestern University in 1984. His responsibilities at first were related to data collection for the production department at Argus Research, and then grew to include work on the development of Argus’ electronic products and distribution, as well as in the Argus editorial department. Currently, Richard oversees all aspects of the operational and facilities needs for the Argus Research Group and serves on Argus’ Board of Directors.

Chief Information Officer

Bill joined Argus in 1999 and oversees the IT infrastructure, programming, and websites at the company. Prior to joining Argus, Bill developed and managed multi-specialty and multi-location physician groups. He received a BA degree in Economic & Business Administration from SUNY at Stony Brook. He then continued graduate studies in Industrial Management & Computer Science at Stony Brook and attended the Wharton School Healthcare Business Management Program.

Senior Vice President, Human Resources

Controller

Assistant Controller

President

Fern joined Argus Research in 1986 shortly after obtaining her BS from Northwestern University in Evanston, Illinois. She became a member of the Board of Directors in 1989. Fern began her career at Argus in the sales department, becoming Director of Sales for Argus Research Group in 1990. In 1991, she became Vice President & Treasurer of Argus Research Group, and in 1994 she was named President of Vickers Stock Research Corporation. Fern is the granddaughter of Harold B. Dorsey, who founded Argus in 1934.

Quality Assurance Manager

Data Entry Associate

Data Entry Associate

Data Entry Associate

Managing Director

Kevin manages the day-to-day operations of ARG’s SEC registered investment advisor, Argus Investors’ Counsel. As CCO, he is responsible for ensuring that the firm is SEC compliant and adheres to all rules and regulations. He serves on the Argus Investment Committee, providing insight on the fixed-income markets and interest rates. Kevin also provides equity coverage for financial institutions including Insurance, Exchanges, Regional Banks, Data Providers, Asset Managers, Mortgage Originators, and REITs. He has over 35 years of experience with large investment banks, regional dealers, and consultants. Kevin graduated from Northwestern University with a BA in Economics and maintains the Series 65 registration.

Vice President & Portfolio Manager

Donna manages portfolios for various AIC clients, including public and corporate retirement funds, Taft-Hartley funds, foundations, endowments, and high-net-worth individuals. Prior to joining Argus, Donna managed equity and balanced portfolios at Citibank Global Asset Management. She holds a BS and an MBA from Fordham University.

Director of Investment Operations

Shari joined Argus in 2006, bringing over 20 years of experience in investment operations, compliance, and technology. Before joining Argus, she managed a consulting firm specializing in assisting asset management firms in using the Advent/Axys portfolio accounting system. Her background includes holding the position of Director of Operations and Technology at Abner, Herrman & Brock, an independent asset manager. Prior to that, Shari worked in the Treasury Department at American Express and WestPac International Banking.

Client Service and Marketing Manager

Cathleen joined Argus Investors’ Counsel in 2016, bringing extensive experience in procurement, supplier development, and business management. She works closely with both new and existing clients while overseeing the firm’s marketing materials, client presentations, reports, and website. Prior to Argus, Cathleen spent over 25 years in procurement and supplier development at Fortune 500 companies, including PepsiCo and General Foods Corporation. She also managed a small business office in Connecticut and played a key role in establishing Javelin Investment Management LLC and the Javelin Exchange Traded Shares ETFs. Cathleen holds a BS from Rutgers University. Outside of work, she enjoys yoga, hiking, the outdoors, and skiing with family and friends.

Chief Information Officer

Bill joined Argus in 1999 and oversees the IT infrastructure, programming, and websites at the company. Prior to joining Argus, Bill developed and managed multi-specialty and multi-location physician groups. He received a BA degree in Economic & Business Administration from SUNY at Stony Brook. He then continued graduate studies in Industrial Management & Computer Science at Stony Brook and attended the Wharton School Healthcare Business Management Program.

Quality Assurance Manager

Director of Software Engineering

Network, IT and Cybersecurity Analyst

Projects Manager

Managing Director

Susan Baldry is the Managing Director of Argus Vickers Ltd. She opened the company in August 1993. Susan specialising in Shareholder Analysis of Institutions and Retail investors. She covers all quoted companies on the London Stock Exchange (LSE and AIM), Aquis Exchange, and Dublin Ex.