Alex Katzman

Alex Katzman

Equity Research

Followers of Alex Katzman2000 followers
location of Alex KatzmanAtlanta, Georgia, United States

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  • Timeline

  • About me

    Managing Director, Southeast Institutional Equity Sales

  • Education

    • Riverdale Country School

      -
      Diploma
    • Indiana University Bloomington

      2006 - 2010
      Bachelor of Science (BS) Business Administration and Management, General
  • Experience

    • Morgan Stanley

      May 2011 - Aug 2014
      Equity Research

      • Collaborate with Research Analysts and Sales to effectively execute Morgan Stanley’s Research client strategies including the below responsibilities:• Manage an offshore team of 5 people to help innovate and scale new ideas and management tools department-wide.• Create data driven visualizations using various web based, proprietary software, and coding languages applicable to Research products in order to pilot new ideas using the extensive global platform.• Work on a team with the Global COO of Research innovating new “uplift” strategy products that on average boost client readership/viewership by 10-15%.• Implement new Research media distribution channels including Analyst Videos & Virtual Field Trips. Show less

    • Cowen Inc.

      Sept 2014 - now

      • Work on a team that manages Cowen’s Research content pipeline and run both the equity morning trading meeting and research-sales meeting• Find opportune times to squawk market moving stock and/or thematic events to monetize research calls throughout the day; especially focused on mid-day events to influence back-half/pre-close client trade commissions• Create trade ideas based on desk flow, research reports, and daily market movement• Assist in sales and trading effort for a book of institutional Tech and Industrial focused clients• Member of Investment Product Committee that reviews all upgrade/downgrades of stock calls before they publish• Sit over the Sales and Research wall and work with analysts on suggesting themes and market moving events on which to publish• Send a monthly macro commentary desk note on Cowen coverage sector performance, earnings beats and misses, and overlay relevant option recommendations in tandem with the Derivative’s Desk Show less

      • Managing Director

        Jan 2024 - now
      • Director, Southeast Institutional Sales

        Jan 2021 - now
      • Institutional Equity Sales - Product Management

        Sept 2014 - now
  • Licenses & Certifications

    • Series 63

    • Series 7