Founder & CEO
Bill founded Consumer Edge in 2009 and has been CEO since its founding. He was previously a Managing Director at Morgan Stanley covering the Beverages and Household/Personal Care sectors for over 7 years. He also spent 5 years at Sanford Bernstein covering Beverage and Tobacco. Prior to Wall Street, Bill was a Project Manager and Strategic Management Consultant at Mars & Co. for 5 years where he consulted Senior Management Teams of consumer product companies. He was a top ranked Beverage Analyst by Institutional Investor for 11 years and held the #1 position from 2003-2008. Bill has also been top ranked in other surveys such as Greenwich Associates, Wall Street Journal, Forbes and Reuters.
Head of Sales, Managing Partner
Chief Data Scientist
Soren Larson is Chief Data Scientist at Consumer Edge. Soren has worked previously in AI-driven messaging, social media analytics, ad-tech and financial economics. He holds a patent in chatbot messaging frameworks. Soren has degrees from Swarthmore and Harvard; and spent time studying probability theory at Columbia.
Director of Research & Analyst - Retail, Managing Partner
Dave joined CER in 2016 as Managing Partner, Director of Research, and Lead Retail Analyst. Dave has over 20 years of experience in Equity Research covering the retail sector and began his career as an Equity Research Associate at Lehman Brothers. Dave served as Consumer Group Head and Lead Retail Analyst at Stifel Financial / Legg Mason Capital Markets. Dave earned a BA in History from the University of Michigan in beautiful Ann Arbor, MI.
Analyst - Beverages, Managing Partner
Brett has been with CER since its founding in 2009. He leads our coverage of Beverages and Alcoholic Beverages. Prior to joining CER, Brett was a Vice President at Morgan Stanley, spending 7 years covering the Beverage sector. Prior to joining Morgan Stanley, he was at Sanford Bernstein helping to cover the beverage and tobacco sectors. Brett earned his BA from Bucknell University in Economics and Finance and is a CFA charterholder.
Analyst - Food & HPC, Managing Partner
Jon joined CER in 2016 covering the Food & HPC sectors. With 18 years of total sell-side experience, the most recent 13 as a senior food & beverage analyst, Jonathan has actively covered more than 50 companies as Head of Consumer Research for Janney Capital Markets, Credit Suisse, Wells Fargo, and most recently as Head of Athlos Research. He’s been twice named to Wall Street Journal’s Best on the Street Report, cited for outstanding stock picking by StarMine, and frequently ranked among the highest few boutique analysts in food in the Greenwich Associates and Institutional Investor surveys. Jonathan started his career at Lehman Brothers and graduated with an A.B. in Government from Harvard University, where he was Captain of the Rowing Team. He currently serves as Co-Chair of the Consumer Analyst Group of New York and is a CFA Charterholder.
Analyst - Automotive, Managing Partner
James (Jamie) Albertine is a Senior Analyst covering the Automotive industry. Prior to joining CER Jamie served as the Lead Auto Analyst at Stifel Financial. He started his career in investment banking at Merrill Lynch and also worked in the Private Debt Capital Group at SAC Capital. Jamie earned his AB in Economics from Harvard College.
Analyst - SMID Staples & Protein, Vice President
Brian Holland is an Analyst at Consumer Edge Research focused on the Small & Mid Cap Staples and Protein sectors. Brian brings over 10 years of equity research experience across the consumer vertical, including the packaged food, beverage, food retail, and softline retail sectors. Prior to joining CER, Brian served as a senior associate covering the packaged food and beverage sectors as a senior associate at Janney Montgomery Scott LLC. Brian earned a BS in Finance from Rutgers University.
Analyst - Interactive Entertainment
Ray is an Analyst at Consumer Edge Research focused on the interactive entertainment industry. Ray has seven years of equity research experience across the consumer vertical, including consumer electronics retail. Prior to joining Consumer Edge Research, Ray served as a senior associate covering Retail at Stifel. Ray earned a BS in Economics and BBA in Finance from Villanova University.
Director of Business Development
Kurt brings over nine years of buyside experience with over a decade of direct global consumer sector expertise. Prior to joining Consumer Edge Research, he was a Vice President and Portfolio Manager with Deephaven Capital Management. Earlier in his career, Kurt was a Portfolio Manager at Citadel Investment Group and LevelGlobal Investors and served as an analyst with Morgan Stanley Investment Management – in each role focusing primarily on investment selection within the Global Consumer space. Mr. Meyerhoff graduated from Bradley University with a BS in Business Marketing and has a concentration in International Business and Economics from IT-Universitetet i Kobenhavn in Denmark.
CE Insight, Director of Primary Research
Stacie is CE Insight Director of Primary Research. Prior to joining Consumer Edge, she spent several years in management consulting at the Boston Consulting Group and Wilson Perumal & Company, focusing extensively on the retail sector and consumer insight. She also spent two years as a Research Associate for Professor Michael E. Porter at the Institute for Strategy and Competitiveness at Harvard Business School, analyzing a broad array of companies, industries, and regional, state, and national economies. She has extensive industry experience as well, having held positions both in the Toys”R”Us Strategy and Consumer Insight group and Starwood Hotels Luxury Group. Stacie earned an MBA from Harvard Business School, and received her BS summa cum laude in Economics and Computer Science from Duke University.