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.
Chief Revenue Officer
Director of Research, 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 - Beverages, Tobacco, Cannabis, Managing Partner
Brett has been with CER since its founding in 2009. He leads our coverage of Beverages, Tobacco, and Cannabis sectors. 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 - Entertainment
Ray is an Analyst at Consumer Edge Research focused on the Entertainment industry. Ray has nine years of equity research experience across the consumer landscape. Prior to joining Consumer Edge Research, Ray served as a senior associate covering consumer discretionary at Stifel. Ray earned a BS in Economics and a BS in Finance from Villanova University.
Analyst - Consumer Mobility
Derek Glynn is an Analyst at Consumer Edge Research covering Consumer Mobility. Previously, he was the senior associate covering the Automotive sector. Prior to CER, Derek served as an Analyst at Quad Capital, assisting Portfolio Managers in all aspects of the investment process. Derek earned his BSc in Finance and Economics from Villanova University and is a CFA charterholder.
Analyst - SMID Staples
Ryan is an Analyst at Consumer Edge Research covering SMID Staples. Previously, he was a Senior Research Associate focusing on the Beverage, Tobacco, and Cannabis sectors at Consumer Edge. He has been working at Consumer Edge full-time since he graduated in 2012 after interning the summer after his Junior year in college. Ryan earned a BA from Colgate University in Economics and Geography and is a CFA Charterholder.
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.