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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
Chief Executive Officer
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Peter is the Chief Executive Officer of CFRA. He acquired the firm in 2013 and has led the strategic direction of the firm since. Previously, Peter was Executive Managing Director at S&P Global. Prior to this role, he served as 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
President & Chief Financial Officer
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Theresa is the President and Chief Financial Officer of CFRA where she is responsible for overseeing global operations and finance 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
Head of Wealth and Research Solutions
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Patricia oversees CFRA’s global Wealth business including our global research team in addition to key client delivery areas including product management, technology, data, marketing, 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.
John Sonsalla
Head of Policy & Legal
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John leads our Policy & Legal business, Washington Analysis, where he drives the firm’s analysis and forecasting of legislative, regulatory, political, and legal matters impacting financial markets. With a career spanning the intersection of finance, law, and public policy, John brings a unique blend of institutional insight and policy acumen. Prior to CFRA, he worked in the Investment Banking and Capital Markets Division at Credit Suisse. Before working in finance, John held numerous roles at Brownstein Hyatt Farber Schreck, one of the nation’s largest multi-client government relations firms. He also spent time on Capitol Hill and managed successful political campaigns. John received his MBA from The Wharton School and his B.A. from American University.
Kevin Mixon
Head of Forensic
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Kevin leads CFRA's Forensic division, directing a specialized accounting research team that identifies global companies with elevated risk of hidden financial deterioration due to aggressive accounting practices, weak operational metrics, or corporate governance problems. Prior to joining CFRA, Kevin was an investment analyst at a global long/short equity fund and at Citadel LLC. He began his career as an auditor at Ernst & Young LLP. Kevin holds an MBA and M.S. in Accounting from the University of Virginia and a B.A. from Bucknell University.
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.
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.

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