The Gordon Haskett Team

John Argenti

Director of Research and Sales

John Argenti is a founding principal and Director of Research and Sales. John has over 20 years of equity sales, trading and research experience. Before starting Gordon Haskett Research Advisors, John launched a successful boutique, Consumer Edge Research, where he served as COO and Director of Sales. Previously he was a Managing Director and a Sales Manager at Morgan Stanley, where during twelve years in institutional equities he created, managed and grew the hedge fund and global product groups, focusing on equity research, derivatives and multiple other products. Prior to Morgan Stanley, John was in institutional equity sales at Lehman Brothers and at JP Morgan in fixed income and foreign exchange. He earned an M.B.A. from Duke University’s Fuqua School of Business and a B.A. from Tulane University.

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Don Bilson

Head, Event-Driven Team

Don Bilson heads GHRA's Event-Driven Research effort. Don has ten years of buyside experience, at firms including Tribeca Management, Exis Capital, RockView Capital and J Goldman & Co. He has worked as a portfolio manager, analyst and trader in both equities and credit. He has covered a number of different sectors (including telecom, consumer and energy) and worked with a handful of investment strategies. Don subsequently created an event-driven product at dealReporter called the Morning Flash, for which he was the sole contributor, and which was a precursor to GHRA's Event-Driven research product. Prior to the buyside, Don was an investigative reporter in Washington DC, and before that, a congressional staffer. He holds a B.A. from the University of California, Los Angeles.

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Chuck Grom

Senior Analyst, Retail

Chuck Grom is a Senior Analyst and Managing Director covering the Broadline/Hardline Retail and Supermarket sectors. Chuck has roughly 20 year of experience as a highly ranked analyst. Most recently, he was a Senior Analyst and Managing Director at Sterne Agee CRT covering the Broadline/Department store and Supermarket sectors. He previously held a similar role at Deutsche Bank, where he ranked #1 in Institutional Investor’s All-American Research Team in 2012 in the Broadline and Department Stores sector. Before that Chuck was at J.P. Morgan for approximately 10 years, where he ranked #2 in Institutional Investor’s All-American Research Team from 2008 to 2010 in the Broadline and Department Stores sector, and was ranked Runner-Up in 2010 in Food & Drug Retail. Chuck also placed #1 in the Greenwich Research Team Survey in 2009 and 2010. Before that, he was the Small-Mid-Cap Hardline Retailing Analyst from 2002 to 2005. Before his time at J.P. Morgan, Chuck spent three years each at Salomon Smith Barney and Arthur Andersen during which he earned both his CFA and CPA designations. He holds a B.S. in Economics and Accounting from the Holy Cross College in Massachusetts.

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Bill Wilt

Senior Analyst, Insurance

Bill Wilt has more than 25 years of insurance experience, including: senior executive positions in insurance and reinsurance, senior equity research analyst at Morgan Stanley, actuarial and credit positions, and most recently founder and CEO of Assured Research. Bill leverages his experience and network to develop unique perspectives and insight on insurance companies and industry trends.

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Rob Russell

Institutional Sales

Rob is an institutional salesperson at Gordon Haskett. Rob previously helped launch equity research boutique Consumer Edge Research, building a client base of top long-only and hedge fund managers and providing specialist coverage. Prior to joining CER, Rob was an institutional equity sales professional at Morgan Stanley covering both Long Only and Hedge Fund clients. Before Morgan Stanley, Rob worked at Brinker Capital as an analyst, performing investment manager research and due diligence, serving on the firm’s investment committee, and assuming funds of funds product portfolio management responsibilities. Rob has a BA from St. Lawrence University.

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Eric Wiley

Event-Driven Specialist

Eric is a sector specialist on Gordon Haskett Research Advisors' event driven research team. He previously worked at Morgan Stanley, on the Institutional Equity Research Sales team, with a focus on US equity research, working with both Hedge Fund and Long-Only managers. Eric holds a bachelor’s degree from Lafayette College, where he was captain of the tennis team.

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Alan Zimmermann

Senior Analyst, Insurance

Alan Zimmermann is a long-time insurance analyst, named for many years to Institutional Investor's All America Research Team. Alan covered the insurance industry at firms including Morgan Stanley and boutiques, and was Director of Research at Fox-Pitt Kelton. Alan joined Bill at Assured Research in 2013.

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Andrew Minora

Research Associate, Retail

Andrew is a research associate on the Retail team covering the Broadline, Hardline and Supermarket sectors. Prior to joining Gordon Haskett Research Advisors, Andrew helped cover the Media & Entertainment sector at CLSA and at Sterne Agee. Before transitioning into Equity Research, Andrew spent four years in AIG’s Operations & Strategy division as Product Specialist managing cost savings initiatives. Andrew is a CFA Charterholder and has a B.A. in Economics from the College of the Holy Cross in Massachusetts.

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John Parke

Research Associate, Retail

John is a research associate on the Retail team covering the Broadlines, Department Stores and Supermarket sectors. Prior to joining Gordon Haskett Research Advisors, John helped cover restaurants and protein companies at CLSA. He previously spent three years at Sterne Agee CRT focusing on the retail sector. Additionally, John spent two years at Morgan Stanley Investment Management as a risk analyst. John holds a bachelor’s degree from Cornell University.

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Patrick G. Shallis

Head of Trading

Patrick has over 25 years of equity trading experience on both the buy side and sell side. Prior to Gordon Haskett, Patrick was a sales trader at Swiss Bank Corporation and was a position trader at various hedge funds. Since joining Gordon Haskett in 1993, Patrick has been responsible for managing sales and trading relationships with pension funds, mutual funds and hedge funds. In addition, Patrick generates daily written and verbal market commentary to Gordon Haskett’s client base. Patrick graduated from the NY Institute of Finance, attended Pace University, and holds licenses which include Series 7, 63, 55. Patrick is also a Register Options Principal.

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Mark Alleman

Senior Sales Trader

Mark joined Gordon Haskett in 2001, and manages trading relationships with mutual funds, pension funds and hedge funds. Mark also manages the firm’s electronic trading capabilities, and oversees trading desk interactions with back office and clearance departments. Mark graduated from County College of Morris with a degree in Business and his securities licenses include the Series 7, 63, and 55.

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Timothy Gordon

Principal

Timothy Gordon is a founding principal focused on firm strategy and client development. Previously Mr. Gordon worked in the special situation and distressed investment and advisory areas, as a Partner of event-driven equity and distressed debt hedge fund LaGrange Capital, at private equity firm Palladium Equity Partners, and in the restructuring department of the Blackstone Group. Tim also works in the field of real estate investment and development, as a partner of Aria Development Group which focuses on the Miami, New York and Washington DC real estate markets, and of his family’s real estate business which owns and manages commercial, garage, and residential properties. Mr. Gordon holds a B.A. from Harvard University and an M.B.A. from Harvard Business School.

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Mark Borteck

General Counsel

Mark is the General Counsel & Chief Compliance Officer of Gordon Haskett Capital Corp. Before joining in 1978, Mark practiced corporate and securities law, including broker-dealer regulation, at the New York City law firm of Reavis & McGrath (now Norton, Rose Fulbright). Mark is a graduate of Long Island University and of Suffolk University Law School, where he was editor of the law review. Mark is a Series 14 and 55 registered CCO.

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Andy Epstein

Chief Financial Officer

Andy is the Chief Financial Officer of Gordon Haskett Capital Corporation and Gordon Haskett & Co. He has acted in this capacity since joining the Firms in 1984. Previously Andy worked in public accounting specializing in audits of broker dealers. Andy earned a B.S. in accounting from Binghamton University in 1978 and has been a member in good standing of the American Institute of Certified Public Accountants since 1981.

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Brittany Obermeyer

Client Manager

Brittany works closely with Gordon Haskett Research Advisors’ sales team managing client financial relations. Previously, Brittany worked at Disney Cruise Lines. She graduated from the University of Nebraska-Lincoln with a double-major in Marketing and Business Administration.

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