Profil
Mr. Paul Heldman is an Equity Research Analyst at Nephron Research LLC.
Mr. Heldman has over 20 years of experience in health policy and specializes in translating legislative developments and policy changes – specifically for government health insurance programs, the FDA, pharmaceuticals, medical devices, US health spending, healthcare legislation, and national elections.
Prior to joining Nephron, Mr. Heldman co-cofounded Heldman Simpson Partners LLC, and ran the healthcare team at Potomac Research Group.
He previously spent a combined eight years at Citigroup Investment Research and Schwab Soundview Washington Research Group.
He holds a BA from Clark University.
Aktive Positionen von Paul Heldman
| Unternehmen | Position | Beginn |
|---|---|---|
Nephron Research LLC
 Nephron Research LLC Investment ManagersFinance Nephron Research LLC provides investment research. The private company is based in New York, NY. | Analyst-Equity | 01.07.2021 |
Ehemalige bekannte Positionen von Paul Heldman
| Unternehmen | Position | Ende |
|---|---|---|
Potomac Research Group Holdings LLC
 Potomac Research Group Holdings LLC Investment ManagersFinance Founded in 2008 by Suzanne Clark, Potomac Research Group Holdings LLC (PRG) is an investment research firm located in Washington, DC. The firm is a registered investment advisor in the District of Columbia and is a member of the Investorside Research Association. They provide policy and market analysis to institutional investors. PRG helps mutual funds, pension funds and hedge funds understand the impact of legislation and regulation on markets, industries and companies. | Analyst-Equity | - |
| Schwab SoundView Capital Markets | Corporate Officer/Principal | - |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | - |
Ausbildung von Paul Heldman
| Clark University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
Unternehmen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Potomac Research Group Holdings LLC
Potomac Research Group Holdings LLC Investment ManagersFinance Founded in 2008 by Suzanne Clark, Potomac Research Group Holdings LLC (PRG) is an investment research firm located in Washington, DC. The firm is a registered investment advisor in the District of Columbia and is a member of the Investorside Research Association. They provide policy and market analysis to institutional investors. PRG helps mutual funds, pension funds and hedge funds understand the impact of legislation and regulation on markets, industries and companies. | Finance |
| Schwab SoundView Capital Markets | Finance |
Nephron Research LLC
Nephron Research LLC Investment ManagersFinance Nephron Research LLC provides investment research. The private company is based in New York, NY. | Finance |
