Prior to joining Briefing in 2003, Kimberly spent over a decade on the buy-side in various research positions. She started her career at First Union (Wachovia) within their wealth and trust departments, after which she helped start up boutique management firm, Charter Financial Group.

She then spent the next five years on the international equity research staff at Driehaus Capital Management where she worked as an analyst covering Asia, EMEA, and Latin America. Kimberly assisted in the management of several top performing regional and international small to mid cap mutual funds.

Kimberly currently covers multiple sectors and industries with a particular focus on commodities, energy, and the emerging markets.

In her role as Director of Research, she manages the research staff as well as the Briefing Research product.

Kimberly received an MBA in Finance from DePaul University.

Patrick has worked in various analytical roles with Briefing since early 1997. As Chief Market Analyst, Patrick sets and articulates the research group’s market view, employing a top-down approach that is grounded in fundamental analysis.

Patrick regularly provides macroeconomic perspective and nonconsensus research ideas. Heading our strategy committee, he also plays a lead role in contributing to the development of investable themes that are covered by our staff of research analysts.

Patrick is quoted regularly by the financial press and has made appearances on CNBC, The Nightly Business Report, FOX Business Network, Reuters TV and CNN International.

Patrick received his Bachelor of Arts degree from Vanderbilt University.

Learn more about Patrick in his Expert Spotlight.

Robert provides a unique style of fundamental research by using his entrepreneurial and technical background to focus on long term investments. This unique combination of financial analysis, technology, and entrepreneurial expertise provides a perspective that traditional Wall Street sell-side analysts often lack. He has been with Briefing since it was founded in 1992.

He is a graduate of Harvard University and is located in our Boston office.

As the resident economist at Briefing.com, Jeffrey is developing a large-scale macroeconomic forecasting model that allows him to analyze current economic trends and determine their future impacts on the economy. His analyses can be found in the Economic Data Previews, Economic Data Reviews, Economic Insight, and The Big Picture pages.

Prior to joining Briefing.com, Jeffrey spent two years at AEGON where he provided long-term economic forecasts and analyzed current economic problems for the investment division. While working toward his Ph.D. he held a position as adjunct professor at Ohio Wesleyan University teaching econometrics.

Jeffrey graduated with a Ph.D. in Agricultural, Environmental, and Development Economics from Ohio State University.

Learn more about Jeff in his Expert Spotlight.

Prior to Briefing, Scott worked in fixed-income operations at Banker’s Trust, as Credit Analyst for SunTrust, and spent 8 years with a wealth management company in Chicago where he became the Head Municipal Bond Trader and served as an Assistant Portfolio Manager.

Scott completed his undergraduate work in Economics and Political Science at Vanderbilt University and holds an MBA in Finance and Marketing from Northwestern’s Kellogg School of Management.

David joined Briefing in 2006 as an analyst after working on the floor of the Chicago Board Options Exchange (CBOE) as an index options market maker for an independent trading firm.

David received a BA in Mathematics from Vanderbilt University and is a CFA charter holder.

Prior to joining Briefing in 2007, Ryan worked at UBS in the Wealth Management Advisory Group.

Chris is responsible for all market coverage on Briefing.com’s popular Live In Play page, and oversees the options market coverage on the Special Reports page.

He joined Briefing.com in 2005 after working on the floor of the Chicago Board Options Exchange (CBOE) where he was an equity options Market Maker for an independent trading firm.

Chris received a degree in Finance from the University of Nebraska, an MBA from the University of Chicago Booth School of Business, and is a CFA Charterholder.

Brett joined Briefing in 2005 bringing with him a diverse background of evolutionary sciences and analytic philosophy. His analytical work began in computer programming where he created a number of automated futures trading systems. As a trader, he covers the currencies, equities, and commodities markets.

Brett graduated with a BS from the University of Florida.