Profil
Mr. Kyle M.
Lauzon is a Director-Institutional Sales Group at C.
K.
Cooper & Co. He joined C.
K.
Cooper & Co. in October 2009.
He has 18 years experience in the financial services sector and for the last 10 years has been exclusively focused on institutional research sales in the healthcare and technology sectors.
Most recently, he was a Managing Director of Institutional Equity Sales at Biologic Investment Research, LLC.
Prior to joining Biologic Investment Research, LLC, Mr. Lauzon was the Director of Institutional Equity Sales for Dawson James Securities.
At Dawson James, he was responsible for building out the institutional equities distribution and trading platforms.
Mr. Lauzon also developed and managed regular expert led conference calls, surveys as well as both deal and non-deal corporate road shows.
Mr. Lauzon received multiple awards while at Dawson James in 2006 & 2007 for top institutional production.
In late 2001, Mr. Lauzon joined Sterling Financial Investment Group as an institutional sales representative where by the end of 2002 he had become the desk's top producer and was awarded "MVP" status for his exceptional performance.He holds series 7, 24, and 63 securities licenses.
Anciens postes connus de Kyle M. Lauzon
| Sociétés | Poste | Fin |
|---|---|---|
C.K. Cooper & Co.
 C.K. Cooper & Co. Investment Banks/BrokersFinance C.K. Cooper & Co. is a full-service investment banking and broker/dealer headquartered in Irvine, California. The firm was founded in 1982 as a wholly-owned subsidiary of C & K Capital Corp., and a sister company to Paladin Capital Partners, Inc. The services provided by C.K. Cooper & Co. were expanded in 1996, when a management team led by Alexander G. Montano purchased the firm. In 2001, C.K. Cooper & Co. began to offer brokerage services to individual investors. The firm is a member of the NASD. C.K. Cooper & Co. focuses on the oil and gas sectors. Their primary focus within the oil and gas sectors is the exploration and production sub-sector. The core thesis of the firm's research is based on what they refer to as the feeding frenzy, suggesting that there are constant business cycles within the E&P sector. These cycles are predicated on the need for larger oil and gas companies to acquire smaller exploration and production companies to maintain rates of growth. | Ventes Institutionnelles | 01/11/2010 |
Biologic Investment Research LLC
 Biologic Investment Research LLC Investment Banks/BrokersFinance Founded in 2007, BioLogic Investment Research LLC is an independent research firm located in Tallahassee, Florida. They focus on companies in the biotechnology, life sciences and medical devices sectors. The firm provides proprietary and self-initiated research for leading institutional investors. They seek to help their clients exploit the pervasive and repetitive informational inefficiencies inherent in the life sciences and healthcare capital markets including those arising from questionable corporate PR, dubious science and suspect medical literature. While BioLogic covers the full spectrum of life sciences companies, they focus on high-alpha binary events such as regulatory action dates and clinical data releases. In addition, BioLogic writes extensively on companies and products tainted by deception to outright fraud. | Trading-Equity | 30/09/2009 |
Dawson James Securities, Inc.
 Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Ventes Institutionnelles | 31/12/2008 |
Sterling Financial Investment Group (Broker)
 Sterling Financial Investment Group (Broker) Investment Banks/BrokersFinance Founded in 1997, Sterling Financial Investment Group is an Hispanic-owned broker/dealer headquartered in Boca Raton, Florida. The firm focuses on private clients in Latin America and the US Hispanic market. They offer wealth management services, asset management and investment banking services. Additionally, their fixed-income sales and trading division service both institutional and retail clients. Sterling is a member of the NASD. | Ventes Institutionnelles | - |
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| Entreprise privées | 4 |
|---|---|
Dawson James Securities, Inc.
Dawson James Securities, Inc. Investment Banks/BrokersFinance Dawson James Securities, Inc. (Dawson James) is a full service investment firm and registered broker-dealer headquartered in Boca Raton, Florida. The firm was founded in 2002 and is a subsidiary of Ark Financial Services, Inc. Dawson James offers research, institutional & retail sales, and execution trading & corporate services to institutional money managers, mutual funds, registered investment advisors, corporations and insurance companies. | Finance |
Biologic Investment Research LLC
Biologic Investment Research LLC Investment Banks/BrokersFinance Founded in 2007, BioLogic Investment Research LLC is an independent research firm located in Tallahassee, Florida. They focus on companies in the biotechnology, life sciences and medical devices sectors. The firm provides proprietary and self-initiated research for leading institutional investors. They seek to help their clients exploit the pervasive and repetitive informational inefficiencies inherent in the life sciences and healthcare capital markets including those arising from questionable corporate PR, dubious science and suspect medical literature. While BioLogic covers the full spectrum of life sciences companies, they focus on high-alpha binary events such as regulatory action dates and clinical data releases. In addition, BioLogic writes extensively on companies and products tainted by deception to outright fraud. | Finance |
C.K. Cooper & Co.
C.K. Cooper & Co. Investment Banks/BrokersFinance C.K. Cooper & Co. is a full-service investment banking and broker/dealer headquartered in Irvine, California. The firm was founded in 1982 as a wholly-owned subsidiary of C & K Capital Corp., and a sister company to Paladin Capital Partners, Inc. The services provided by C.K. Cooper & Co. were expanded in 1996, when a management team led by Alexander G. Montano purchased the firm. In 2001, C.K. Cooper & Co. began to offer brokerage services to individual investors. The firm is a member of the NASD. C.K. Cooper & Co. focuses on the oil and gas sectors. Their primary focus within the oil and gas sectors is the exploration and production sub-sector. The core thesis of the firm's research is based on what they refer to as the feeding frenzy, suggesting that there are constant business cycles within the E&P sector. These cycles are predicated on the need for larger oil and gas companies to acquire smaller exploration and production companies to maintain rates of growth. | Finance |
Sterling Financial Investment Group (Broker)
Sterling Financial Investment Group (Broker) Investment Banks/BrokersFinance Founded in 1997, Sterling Financial Investment Group is an Hispanic-owned broker/dealer headquartered in Boca Raton, Florida. The firm focuses on private clients in Latin America and the US Hispanic market. They offer wealth management services, asset management and investment banking services. Additionally, their fixed-income sales and trading division service both institutional and retail clients. Sterling is a member of the NASD. | Finance |
