Industry-leading analysis.
Industry-leading results.

From earning a Ph.D. as a chemical engineer, then serving as a biologist and statistician for the EPA, Steve is thoroughly rooted in the chemicals and agricultural biotech industry. His intellect and deep industry knowledge provide investors with just the right formula for the chemicals sector.

"Rocket Ron" Epstein proves that being a rocket scientist and a great Aerospace & Defense Analyst go hand in hand. With 20+ years in finance following a career at Boeing, Ron has earned his stripes as an industry expert. Ron is consistently ranked in II*, advises A&D boards on engineering matters, and is a Fellow of the Royal Aeronautical Society.

Mike leads the BofA Machinery, Engineering & Construction, and Environmental Services (Waste) research team, where he keeps investors updated with timely expert calls & global collaborative work with research colleagues. Mike quickly ranked in II after taking over as senior analyst and is well-regarded for his buy-side engagement & corporate access.*

Ken Hoexter is a highly-decorated analyst that has been II ranked* 29 times across multiple categories and has been recognized for stock picking by Starmine, Forbes, and the Wall Street Journal. His Transport Tracker and Truck Shipper Survey are must-reads among investors, as Ken is viewed as having his finger on the pulse of industry trends.

Rafe is a sought-out expert on homebuilders and building products, known for a wide spectrum of insights, including industry channel checks, informative State of U.S. Housing Market conference calls, and collaborative reports across sectors and asset classes. Rafe's Who Builds the House deep dive is a must-read primer.

Tal has been helping investors navigate the ever-changing Networking and Cybersecurity sector for over 20 years with differentiated and anticipatory research. With his detailed research, thoughtful dialogues and deep accounting expertise, he has been consistently II ranked.*

With two decades of Wall Street experience, Wamsi Mohan leads the conversation on disruptive technology trends. His deep dives such as the Global Technology Supply Chain Handbook are fueled by his background in Electrical Engineering. Wamsi has established a legacy as the axe in the sector.

Sara leads BofA’s research team covering Restaurants, for which she has been II ranked every year since 2012 (she was ranked #2 in 2023). Sara is known for her analytical approach and data-rich pipeline of research earning her II ranking every year since 2012.*

As leader of our U.S. Insurance sector research team, Josh has been II ranked for the past decade. His much heralded insurance conference has soared into the sell-side’s preeminent U.S. financial services conference.*