Nearly a century helping clients make smarter investment and business decisions

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 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.

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 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 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 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.