Actionable Insights and Execution Expertise
Our Institutional Sales and Trading team has a proven track record of delivering exceptional execution, distribution, and liquidity to our clients, coupled with insights driven by our firm's exclusive focus on the Healthcare sector.
Equity Sales
For three decades, our knowledge and distribution platforms have been integral to our success. With a seasoned team offering practical perspectives rooted in rigorous fundamental analysis, clients depend on our specialized knowledge to execute their strategies and meet their objectives.
Equity Trading
We are a leading trader of Healthcare stocks, concentrated on high-touch trading across equities, derivatives and convertibles. Our team makes markets in over 1,200 securities and is routinely recognized as a top ranked partner to the buyside for execution expertise, market intelligence and our solution-oriented approach.
Derivatives Trading
Innovative and specialized services including trade structuring, event and arbitrage trading insights, macro hedging, trading color and quality execution.
Convertible Securities
Our team of professionals provides underwriting and restructuring for corporate clients as well as sales and trading ideas, and execution across the universe of convertibles for institutional clients.
Our Institutional Equities team
Our leading team of professionals leverages their knowledge, experience and singular healthcare focus to help our clients define and achieve their strategic, capital markets and investment objectives in the healthcare industry.
- Related Team
- Management
Adam Futterman is a Senior Managing Director and Head of Derivatives Sales and Trading at Leerink Partners.
Prior to joining the Firm in 2015, Adam established the Single-Stock Options desk at Cantor Fitzgerald LP where he focused the Firm on a client facing enterprise. Previously to Cantor Fitzgerald, he worked at WJB Capital Group as Head of Options Sales and Trading, where he led WJB’s entry into the options market and oversaw all aspects of its development and daily trading activities. He also spent five years at Goldman Sachs in the U.S. Shares Division.
Adam earned his B.A. at the University of Michigan in Ann Arbor.
Michael Marco is a Managing Director and Head of Equity Trading at Leerink Partners.
Michael brings over 20 years of experience and expertise in Sales & Trading to Leerink Partners. He originally joined the Firm in 2005 as a Managing Director and Head of Equity Trading. Prior to rejoining the Firm in 2016, he held similar roles as a Managing Director and Head of Healthcare Trading at Credit Suisse and Bank of America Merrill Lynch.
Michael earned his B.A. in International Affairs from Georgetown University.
Mark Steele is a Managing Director, Head of Convertible Securities at Leerink Partners.
Mark joined the Firm from Sterne Agee Leach, Inc. where he was a Managing Director and Head of the Convertible Department. Prior to Sterne Agee Leach, he was Co-Founder and Partner of KKS Securities which was sold to Sterne Agee Leach, Inc. in 2010. Mark has previously held roles at Thomas Weisel Partners where he was a Partner and Head of the Convertible Department and Robertson Stephens where he was a Partner of Convertible Sales. Mark earned his B.S. in Business Administration from Golden Gate University.
Bart Ciccolini is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Ciccolini brings over 20 years of experience in equity markets and over 10 years of focus specifically on the healthcare sector. He joined the Firm in 2005 as Vice President and Position Trader serving as the primary market maker for Cougar Biotechnology, from the initial reverse merger through key transactions. Prior to joining the Firm, Mr. Ciccolini held a variety of roles including Assistant Trader/NASDAQ Trading at Herzog, Heine & Geduld Inc. and Vice President, Senior/Junior Trader, NASDAQ Market Maker at Merrill Lynch.
Mr. Ciccolini earned his B.A. in Economics from Fairfield University.
Joseph D’Amadeo is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. D’Amadeo brings over 30 years of experience and expertise in institutional equity sales to Leerink Partners. Prior to joining the Firm in 2016, Mr. D’Amadeo served as a Managing Director of Equity Research Sales at Barclays. During his 17 years at Barclays, formerly Lehman Brothers, Mr. D’Amadeo co-managed the Institutional Sales team in addition to covering some of the largest Hedge Funds/Long only clients of the firm. Prior to his tenure at Barclays, Mr. D’Amadeo was a Founding Partner of the brokerage firm Taglich Brothers, D’Amadeo, Wagner & Co., which he ran from 1992-1999.
Mr. D’Amadeo earned his B.B.A. in Finance from Lubin School of Business at Pace University.
Kyle Farrell is a Senior Managing Director of Institutional Equities at Leerink Partners.
Prior to joining the Firm, Mr. Farrell was a Healthcare Sales Specialist in Institutional Equity Sales at Bear Stearns and began his tenure there as an Equity Research Associate. Prior to Bear Stearns, Mr. Farrell was an Equity Research Analyst at Raymond James & Associates where he assisted in the development and distribution of proprietary Raymond James research products.
Mr. Farrell earned his B.A. in Finance from the University of Florida, Warrington College of Business Administration.
Sean Foley is a Senior Managing Director of Institutional Equities at Leerink Partners.
Sean brings over 25 years of experience and expertise to the sales-trading desk at Leerink Partners. Prior to joining the Firm in 2013, he held similar roles at Fidelity Capital Markets, Bear Stearns, ING, Furman Selz, and Lehman Brothers.
He earned his B.A. from College of the Holy Cross and an MBA from the University of Rhode Island.
John Garrity is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Garrity joined the Firm in 1995 as a Vice President and Retail Broker. He has held a variety of roles at the firm including Vice President of Institutional Equities, where he was instrumental in the development of client relationships and building out the Firm’s account base, and Director, where Mr. Garrity facilitated the growth of both the Sales and Equity Research staff. Prior to joining the firm, Mr. Garrity was a Vice President and Retail Broker at Fechtor, Detwiler and Company.
Mr. Garrity earned his B.A. in Marketing from Suffolk University and an M.B.A. in Marketing and Finance from Bentley University.
Holden Hodgson is a Senior Managing Director of Derivatives at Leerink Partners.
Prior to joining the Firm, Holden served as Executive Director, Equity Derivative Sales at Morgan Stanley. In this role he was responsible for covering institutional investors, specializing in options, swaps, ETFs, custom baskets, QIS, futures & exotic payouts. Holden has covered Boston area clients for over a decade, before which time he worked in New York and Tokyo with the firm. Prior to Morgan Stanley, Mr. Hodgson was a Vice President of Derivative Sales at Credit Suisse in Tokyo. Holden began his derivatives career as an executing broker on the floor of the Chicago Board Options Exchange.
Holden earned his B.A. at Occidental College in Los Angeles.
Xavier Janssen is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Janssen joined the Firm in 2004 and brings over 30 years of experience in equity markets. Prior to joining Leerink Partners, he was a Director / Swiss Country Head at Deutsche Bank responsible for U.S. equity sales trading, trading, derivatives and institutional research sales. Before Deutsche Bank, Mr. Janssen was at ING Barings Furman Selz where he was responsible for institutional research sales into Europe.
Mr. Janssen earned his B.A. in English and Political Science from Hobart and William Smith Colleges and his M.B.A. from Babson F.W. Olin Graduate School of Business.
David Jones is a Senior Managing Director of Institutional Equities at Leerink Partners.
David brings over 20 years of experience and expertise in Sales & Trading to Leerink Partners. He joined the Firm in 2015 as a Director of Institutional Sales Trading providing coverage to predominantly Boston and West Coast based institutional clients. Prior to Leerink Partners, David held similar positions at FBR Capital Markets, Lazard Capital Markets, KeyBanc Capital Markets, and Salomon Smith Barney. He started his career in the MBA Training Program at Salomon Brothers.
He graduated Cum Laude from Harvard University.
Evan Karp is a Senior Managing Director of Derivatives at Leerink Partners.
Prior to joining the firm, Evan served as Managing Director, Equity Derivatives at Cowen and Company for the past four years. In this role, he was instrumental in leading the equity derivatives division, focusing on key accounts and executing strategies in index and equity options, cash, and ETF products. Prior to his tenure at Cowen, Mr. Karp was a Sales Trader at Macro Risk Advisors, where he developed a robust expertise in macro commentary and tactical strategy across multiple asset classes including equities, rates, credit, FX, and commodities. Mr. Karp’s career also includes roles at BMO Capital Markets as an Institutional Equity Sales professional and at SNL Financial as a Sales Executive.
Mr. Karp earned his Bachelor of Business Administration with a concentration in Finance from Emory University.
Dan McMullen is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. McMullen joined the Firm in 2012 and continues to provide clients with deep expertise in institutional equity sales. Prior to joining the Firm, Mr. McMullen was Co-Founder and President of Business Development at AHM Consulting. He began his career at Fidelity Management and Research Company as a Business Analyst in the Fund Analysis and Research Group and later became a Senior Sector Specialist in equity research, where he focused on small cap stocks in various industries.
Mr. McMullen earned his B.A. in Economics from Boston College.
Christopher Mondella is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Mondella joined the Firm in 2006 as Director of Institutional Sales Trading providing equity sales coverage to institutional clients, both foreign and domestic, with a focus on Canada, Europe and dedicated healthcare funds. Prior to Leerink Partners, Mr. Mondella was a Vice President of Institutional Program Trading at Fulcrum Global Partners. Prior to that, he held roles at The Bank of New York Mellon as a Fund Accountant, a Trader and a Group Manager in the Asset Management Division.
Mr. Mondella earned his B.B.A. from Pace University.
Mo Sajanlal is a Senior Managing Director on the Institutional Equities and Derivatives teams at Leerink Partners.
Prior to joining the Firm in 2018, Mo covered the Biotechnology and Specialty Pharmaceuticals sectors as an equity research analyst at Bank of America and at Barclays. He also worked in Corporate Finance and Business Development at Pfizer and in Sales at Eli Lilly.
He earned an M.B.A. from NYU Stern and a B.A. in Neuroscience from the University of Virginia.
Chris Scotti is a Senior Managing Director of Institutional Equities at Leerink Partners.
Prior to joining Leerink Partners in 2024, Mr. Scotti served as an Executive Director at Morgan Stanley, Institutional Sales division. Mr. Scotti built up a significant franchise in the Biotech and MedTech verticals with both public and private Healthcare investors which dates back over 20 years. During his tenure at Morgan Stanley, he led and supported several prime brokerage mandates and swap relationships in the healthcare sector.
Working closely with the Healthcare Investment Banking and Capital Markets origination and execution teams, he has built extensive relationships with his clients and was a key contributor to the TTW and IPO process, which led to Morgan Stanley’s top ranking in the League tables for the last 15 years. Prior to his role at Morgan Stanley, Mr. Scotti spent 10 years at UBS running a hybrid business covering Institutional investors along with high-net-worth individuals. He began his career in Finance as a Vice-President at Gabelli & Company.
Mr. Scotti earned his Bachelor’s degree in Finance with a minor in Marketing from the University of Rhode Island and was a four year letterman with the Basketball team. He received his M.B.A. in Finance from Fordham University.
Neal Sullivan is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Sullivan joined the Firm in 2002 and brings over 20 years of experience on the institutional sales desk. He helped build out the Firm’s client base in the Midwest, Connecticut, Texas, and Europe. Prior to joining the Firm, Mr. Sullivan held sales positions at Thomson Financial and paralegal/law clerk roles prior.
Mr. Sullivan earned his B.A. from Suffolk University.
Michael Talamas is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Talamas has over 20 years of experience in Institutional Equity Sales and Trading. Prior to joining Leerink Partners in 2004, Mr. Talamas was an Institutional Sales Trader and Market Maker at Herzog, Heine, Geduld where he held a fundamental role in the management of trading special situations. In later years, Mr. Talamas was an Institutional Sales Trader and Vice President at Merrill Lynch responsible for managing risk and positions while also acting as a liaison between trading and IT specialists ensuring increased efficiency in a rapidly evolving environment.
Mr. Talamas earned his B.B.A. in Finance and Management from Trinity University.
Jordy Tedford is a Senior Managing Director of Institutional Equities at Leerink Partners.
Mr. Tedford joined the Firm in 2003 as Director of Institutional Equities with a primary focus on establishing a research sales distribution platform for Europe. He’s helped the Firm develop trading relationships with over 50 clients in Europe, Canada and Australia. Prior to Leerink Partners, Mr. Tedford worked in Institutional Equity Sales at Robertson Stephens International in London where he was responsible for expanding the sales reach into Switzerland among institutional funds and private banks in Zurich, Geneva and Lugano. His earlier career included a role as a Lloyd’s of London Broker in the Special Risk Division of Bradstock Group PLC.
Mr. Tedford earned his B.A. in Economics from McGill University.
Jake Levy is a Managing Director at Leerink Partners focused on Derivatives Trading with a specialty in the healthcare sector.
Prior to joining the Firm in 2015, Jake worked on the Single-Stock Options Desk at Cantor Fitzgerald, where in addition to healthcare trading, worked on expanding the desk capabilities into the Consumer and Tech Sectors. Previously to Cantor Fitzgerald he worked on the Options Desk at WJB Capital. He began his trading career at Cygnus Atratus, a proprietary options marketing making firm on the floor of the CBOE.
He earned his B.B.A at the University of Michigan in Ann Arbor.
Craig Roder is a Managing Director of Institutional Equities at Leerink Partners.
Mr. Roder brings over two decades of experience and expertise in institutional equity sales to Leerink Partners. Prior to joining the Firm in 2023, Mr. Roder served as Managing Director at Oppenheimer & Co. Inc.. During his tenure at Oppenheimer, Mr. Roder led the firm’s western regional Institutional Sales effort in addition to covering some of the largest Hedge Funds/Long only clients of the firm. Prior to Oppenheimer, Mr. Roder was a Vice President of Investments at UBS.
Mr. Roder earned his B.A. from the University of California, Berkeley.
Bobby Whelan is a Managing Director of Institutional Equities at Leerink Partners.
Bobby joined the Firm in 2012 as a Trading Assistant on the market making desk, providing support in both sales trading and market making before moving to a Sales Trading role in 2015 covering key accounts on the West Coast and Denver. Prior to joining Leerink Partners, Mr. Whelan worked in Major League Baseball, serving in several capacities with both the Pittsburgh Pirates and Florida Marlins.
He earned his B.A. in Sociology from Colby College.
Robert Leerink is a Senior Managing Director and Head of Institutional Equities at Leerink Partners.
Rob has been with the Firm since its inception in 1995. Prior to joining Institutional Sales team in 2000, Rob led the Private Client Services group at the Firm. Prior to Leerink Partners, he worked in the Private Client Services division of Fechtor Detwiler.
Rob holds a B.A. from Babson College.
Andy Newman is the Business Manager of Institutional Equities at Leerink Partners.
Mr. Newman is responsible for helping to drive client strategy, performance management and compensation within the Institutional Equities business. He joined the Firm in 1995 leading the Finance department where he was responsible for establishing the firm’s books and records. He then served as steward for Operations including IT, Purchasing and Risk before assuming his current role in 2008.
Prior to Leerink Partners, Mr. Newman spent two years at Fechtor Detwiler as a stockbroker. Previously to that, Mr. Newman worked in the Asset Based Lending Division at Baybank Finance & Leasing where he began as a Field Examiner, matriculated through the Corporate Credit Training Program, and became a Corporate Lender.
Mr. Newman earned his B.S. in Finance from the University of Massachusetts, Dartmouth.