EQUITY RESEARCH
 

 
At Summer Street Research Partners, our equity research goal — to provide the best healthcare research, ideas and investment opportunities —  seamlessly combines the input of physician consultants with fundamental equity securities analysis. Consequently, we work closely with our clients, keeping their interests in mind and functioning as an intellectual resource in the investment process. To that end, we employ a dedicated team of equity analysts and adjunct staff with unique experience in the healthcare sector. Their backgrounds range from science to Finance ,buy-side to sell-side. 
 
Ms. Carol Werther
Senior Analyst, Biotechnology
carolw@ssrp.com, 617-532-6418
Prior to joining Summer Street Research Partners, Carol Werther worked as a biotechnology consultant for several firms, including Winslow Management and Rx Capital. She has also held senior biotechnology analyst positions at Think Equity and Adams Harkness & Hill. Ms. Werther was recognized by The Wall Street Journal's "Best on the Street Survey" in 2000 and 2001. She received an MBA from New York University, Stern School of Business, and holds an MS and BS in nutrition sciences from the University of Alabama in Birmingham and Cornell University, respectively. 
 
Jon Stephenson, CFA
Director of Research, Biopharmaceuticals
jons@ssrp.com, 617-532-6498
Prior to rejoining Summer Street Research Jon spent the past two years working at Akasha Capital and John Hancock Funds as a healthcare analyst and sector fund manager, respectively. In his previous stint at Summer Street, Jon worked as a senior analyst responsible for specialty pharmaceuticals from 2003 to 2007. He has also worked as a healthcare analyst at State Street Research, an investment management firm. Jon is a chartered financial analyst and holds a BA in history from Bucknell University.
 
 

Our mission is to help our clients maximize returns by providing the best healthcare
research, ideas and investment opportunities.