Jon Tower, Cfa Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts

Consumer - Restaurants

Greater Boston Area

Generated investment ideas for multiple long-short US equity consumer portfolios.Created and drove a process that utilized fundamental analysis, proprietary modeling and ongoing dialogue with company executives.Fostered relationships with company management, industry consultants, suppliers and customers.Collaborated with colleagues on portfolio construction and risk management.Created and updated detailed company financial models, and industry databases.Sector focus: consumer, with a heavy emphasis on restaurants, food retail, food distribution, mass retailers, discount retailers, business services, footwear, sporting goods, luxury, and apparel.

Boston

Equity research centered on the restaurant industry. Co-authored proprietary industry white papers and company-specific reports including capacity analysis, demand forecasts, initiations, valuation methodology, domestic and global consumer surveys, store-base analysis and franchisee surveys.Hosted company and industry events including headquarter visits and road shows.Collaborated with global consumer colleagues to create pertinent research, events and databases.

Boston

Equity research centered on the restaurant industry. Maintained relationships with senior management of companies under coverage.Built and updated financial models.

Boston, Ma