Profile
Ms. Stephenson joins Caris & Company with several years experience in equity research.
For the last five years, she was an associate on the investment staff at Pequot Capital Management generating ideas for the Healthcare Fund team.
Prior to Pequot, she was an associate analyst on the Cowen & Company Healthcare Services team for over two years.
Ms. Stephenson started on Wall Street at Lehman Brothers as a Junior Analyst and worked for over six years teaming up with the Institutional Investor ranked healthcare analyst to build research coverage of large capitalization healthcare services and hospital supply stocks.
She graduated from Baruch College with a B.B.A. in Finance and Investment.
Former positions of Jennifer L. Stephenson
| Companies | Position | End |
|---|---|---|
Caris & Co., Inc.
Caris & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Analyst-Equity | 2006-06-29 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | - |
Cowen & Co. (New York)
Cowen & Co. (New York) Investment Banks/BrokersFinance Provides security brokerage services | Analyst-Equity | - |
Pequot Capital Management, Inc.
Pequot Capital Management, Inc. Investment ManagersFinance Pequot Capital Management's investment philosophy is based on deep fundamental research and unbiased thematic analysis to identify and capitalize on market inefficiencies across an industry sector or a company's lifecycle. The firm invests in public equities, private equity, venture capital, distressed securities and a variety of fixed-income securities. Pequot Capital Management tends to invest in the stocks of US small-cap companies in the consumer services, health technology and commercial services sectors. They maintain a very high turnover rate. | Corporate Officer/Principal | - |
Training of Jennifer L. Stephenson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Cowen & Co. (New York)
Cowen & Co. (New York) Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Pequot Capital Management, Inc.
Pequot Capital Management, Inc. Investment ManagersFinance Pequot Capital Management's investment philosophy is based on deep fundamental research and unbiased thematic analysis to identify and capitalize on market inefficiencies across an industry sector or a company's lifecycle. The firm invests in public equities, private equity, venture capital, distressed securities and a variety of fixed-income securities. Pequot Capital Management tends to invest in the stocks of US small-cap companies in the consumer services, health technology and commercial services sectors. They maintain a very high turnover rate. | Finance |
Caris & Co., Inc.
Caris & Co., Inc. Investment Banks/BrokersFinance Provides brokerage and investment banking services | Finance |
Baruch College
Baruch College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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