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About CFRA

Nearly a century helping clients make smarter investment and business decisions

CFRA is a global leader in financial intelligence solutions and insights

Our experienced team of experts deliver timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions.

Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy, and technical research with data, analytics, and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals.

We are fiercely independent, we are client obsessed, and our goal is simply to be the most trusted global source of independent financial intelligence and innovation.

Our History

Our Leadership

Peter de Boer
Executive Chairman
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Peter is the Executive Chairman of CFRA where he is responsible for long-term strategic initiatives and driving future value the firm. He acquired CFRA in March 2013, serving as CEO until 2024. Previously he was Executive Managing Director at S&P Global. Prior to this role, Peter was Executive Director at Morgan Stanley and Vice President at JPMorgan. Peter graduated from Union College with a BA in Economics and holds an MBA in Finance and Entrepreneurial Management from The Wharton School, University of Pennsylvania.
Theresa Torian
CEO
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Theresa is the CEO of CFRA where she is responsible for the global strategic leadership of the firm. Prior to becoming CEO, Theresa served as President & COO from 2021 to 2024 and CFO & COO from 2016 until 2021. Theresa is also a key member of CFRA’s Board of Directors. Theresa was most recently the Senior Director of Finance, Corporate Controller for SNL Financial (now part of S&P Global) where she worked for approximately ten years in helping the business to scale to $250 million in revenues and over 3,000 employees. Prior to SNL Financial, she was Director of Business Management with LexisNexis and a Consulting Manager with Grant Thornton LLP. Theresa graduated from the University of Virginia with a BA in Mathematics and holds an MBA from the Raymond A. Mason School of Business, William & Mary.
Patricia Wilson
Chief Solutions Officer
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As CFRA’s Chief Solutions Officer, Patricia oversees our global research teams in addition to key client delivery areas including product management, technology, data, and program management teams. She began her career in asset management, holding a number of senior roles, including Head of Research for US Equities with Scottish Widows and Global Investment Manager with Longview Partners. Having accumulated more than 15 years of in-depth buy-side research experience, she joined Bloomberg where, as part of the original management team she built a team of 400 analysts, established Bloomberg Intelligence as a global brand, and consistently introduced new ways to leverage data science and alternative data insights to drive innovations in information sharing, delivery, and analysis. Prior to leaving Bloomberg for a senior role with Kroll, she was Research Director for Data and Analytics. Patricia holds an MBA from Strathclyde University.
Alan Elworthy
Chief Revenue Officer
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Alan is the Chief Revenue Officer at CFRA where he oversees all sales, account management, and marketing efforts for the firm. Alan is a transformational sales executive with a distinguished career building customer-centric sales organizations and driving revenue growth. Before joining CFRA, He served as the Head of Sales, Technology, Media, and Telecommunications (TMT) at S&P Global Market Intelligence where his teams exceeded revenue and sales targets every year during his tenure. Prior to that, Alan served as Chief Revenue Officer, at 451 Research, for 12 years which was acquired by S&P, where he built a world-class sales organization that achieved double-digit revenue growth every year for over a decade. Alan holds a Bachelor of Arts in Economics from Worcester State University.
Paurav Lokesh
Chief Technology Officer
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Paurav is the Chief Technology Officer of CFRA. Paurav leads a talented IT team and establishes the technology strategy for the company’s product vision. Prior to joining CFRA, Paurav was the Director of Software Development at S&P Global Market Intelligence. He graduated from Visvesvaraya Technological University in Karnataka, India, with a BS in Information Science. He also holds a Master’s degree in Computer Science from Old Dominion University, Norfolk, VA.
Heather Thomas-McClellan
Chief of Staff & Global Head of Talent
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Heather is CFRA’s Chief of Staff, where she assists the CEO and the leadership team in strategic planning, operations, and execution of initiatives. Heather previously held the role of Senior Director of Human Resources at SNL Financial (now part of S&P Global) where she worked for approximately 19 years helping the business scale through organic and significant acquisition growth to $250 million in revenue and over 3,000 employees. Prior to filling the HR role at SNL, Heather worked as the Director of SNL’s Content Operations leading data collection efforts around the globe. Heather graduated from Mary Baldwin College with a BA in Business Administration.
Travis Lohr
Chief Financial Officer
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Travis is the Chief Financial Officer at CFRA and oversees all finance related functions.  Prior to joining CFRA, Travis was the Chief Financial Officer at Harren Equity Partners, a middle market private equity firm, where he managed the finance department and investor reporting.  Before joining Harren Equity Partners, he was the U.S. Controller for SNL Financial (now S&P Global) where he oversaw the day-to-day accounting operations and financial reporting to internal and external stakeholders. Travis received a Bachelor of Business Administration from James Madison University. He received a Master in Science in Accounting from the McIntire School of Commerce at the University of Virginia and a Master in Business Administration from the Fuqua School of Business at Duke University.

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