Hedgeye is a bold, trusted, no-excuses provider of actionable investment research and a premier online financial media company.

Our all-star research team is unafraid of rocking the boat and is committed to delivering the highest caliber investment ideas through rigorous quantitative, bottom-up and macro analysis with an emphasis on timing.

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Hedgeye TV is online financial media for smart investors where we showcase our analysts' leading market and economic insights and ideas. We are committed to unwavering transparency, accountability and trust.


Keith McCullough

Strategy

Keith McCullough

Keith McCullough

Prior to founding Hedgeye Risk Management, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.

Keith routinely appears on financial TV and radio including CNN and Fox Business, and has been a contributor for CNBC and Bloomberg. He writes regularly for Fortune and Forbes and is the author of the popular book, Diary of a Hedge Fund Manager. Keith is currently co-chair of the NYC Bipartisan Policy Center, the only Washington, D.C.-based think tank actively promoting bipartisanship to address the key challenges facing the U.S.

Keith began his career as an institutional equity sales analyst after earning an economics degree from Yale University, where he captained the hockey team to win a Division I Ivy League Championship.


Brian McGough

Retail

Brian McGough

Brian McGough

Prior to joining Hedgeye Risk Management, Brian was the executive director in equity research at Morgan Stanley. Before Morgan Stanley, Brian ran the consumer sector team at Copper Arch Capital, was the director of investor relations at Nike. He started his career as a research analyst at Salomon Brothers and Smith Barney. Brian has been recognized by Institutional Investor, Greenwich Associates, StarMine, and The Wall Street Journal.

Brian holds a master’s degree in finance from Hofstra University.


Todd Jordan

Gaming | Lodging | Leisure

Todd Jordan

Todd Jordan

Prior to joining Hedgeye Risk Management, Todd ran a consumer long/short fund on the Jefferies Asset Management platform and had been a consumer sector head at Cobalt Capital and Ardsley Partners. Previously, Todd worked as a sell-side analyst at Raymond James, Dresdner Kleinwort Wasserstein, and Buckingham Research. He has won numerous Wall Street Journal awards for stock picking and earnings accuracy.

Todd holds an M.B.A. in analytical finance from The University of Chicago.


Howard Penney

Restaurants | Consumer Staples

Howard Penney

Howard Penney

Howard’s research coverage focuses on the restaurant industry and other Consumer Staples sectors in the U.S. He has nearly two decades of experience following consumer related sectors including tobacco, beverage (including Latin America), gaming, and restaurants. Prior to Hedgeye Risk Management, Howard spent 14 years at Morgan Stanley, including working on the Macro team covering small company strategy. During his tenure at Morgan Stanley, Howard was ranked #1 by Institutional Investor (Restaurants) and #1 in the WSJ poll (Tobacco). Following Morgan Stanley Howard worked at FBR and SunTrust Robinson Humphrey.

Howard received his bachelor’s degree in finance and economics from Florida Southern College


Daryl Jones

Macro

Daryl Jones

Daryl Jones

Prior to joining Hedgeye Risk Management, Daryl was the sector head for Basic Materials at HIG Capital's hedge fund, Brightpoint Capital. Earlier, Daryl founded the public investment effort at Onex Corporation, a leading private equity firm. At Hedgeye, Daryl covers commodities, geo-politics, and major asset classes outside of equities.

Daryl holds a bachelor’s degree from Yale University and a master’s degree from Columbia University in finance and value investing. While attending Yale University, Daryl played for the men’s ice hockey team.


Josh Steiner

Financials | Housing

Josh Steiner

Josh Steiner

Josh has more than a decade of experience following sectors including specialty finance, general financial services, and satellite communications. Prior to Hedgeye Risk Management, Josh was an integral part of the number-one ranked Institutional Investor and Greenwich Survey Mortgage, and specialty finance team at Lehman Brothers before moving to the buy-side at Amaranth Group and Millennium Partners. He began his financial career at CE Unterberg, Towbin covering the satellite communications sector.

Josh holds a bachelor’s degree in economics from the University of Rochester.


Jonathan Casteleyn

Financials

Jonathan Casteleyn

Jonathan Casteleyn

Jonathan has more than 10 years of experience following the financial services sector including the broker dealers, asset managers, and exchanges. Prior to Hedgeye Risk Management, Jonathan was a senior research analyst at Susquehanna International Group (SIG). He also spent seven years covering financials at Wells Fargo Securities, where he was named by Commonwealth Associates as a top analyst in the sector.

Jonathan holds a bachelor of science in finance from Santa Clara University.


Tom Tobin

Healthcare

Tom Tobin

Tom Tobin

Prior to joining Hedgeye Risk Management, Tom was the head of healthcare investments at Dawson-Herman Capital Management, which he joined after working as an analyst at W.P. Stewart. His industry background includes medical research at MZT Holdings and at the Harvard/MGH Cutaneous Biology Research Center.

Tom holds a bachelor’s degree in biology from Vassar College and a master’s degree in biochemistry from Dartmouth College.


Jay Van Sciver

Industrials

Jay Van Sciver

Jay Van Sciver

Prior to joining Hedgeye Risk Management, Jay was a co-founder and partner at Bishop & Carroll Capital Management. He has focused on buy-side research on industrials, materials, and consumer durables. Jay was also an industrials sector analyst at Brown Brothers Harriman.

Jay earned a bachelor’s of science degree in chemistry from Yale University.


Kevin Kaiser

Energy

Kevin Kaiser

Kevin Kaiser

Kevin was recently named to the Forbes 30 under 30 List, featuring the brightest stars in 15 different fields under the age of 30. He has also appeared on Fox Business News and has been quoted in several financial publications including Barron's and The Wall Street Journal for his groundbreaking work on master limited partnerships (MLP).

Kevin holds a bachelor’s degree in economics from Princeton University where he was captain of the men’s hockey team.


Hesham Shaaban

Internet & Media

Hesham Shaaban

Hesham Shaaban

Prior to joining Hedgeye Risk Management Hesham, worked as a private equity analyst at Viscogliosi Brothers following equity research roles at Cerulean Capital and Maxim Group.

Hesham holds a bachelor’s of science in finance and marketing from Northeastern University.