Our Analysts

Michael Afshar, Research Associate, is a 2006 graduate of the F.W. Olin Graduate School of Business at Babson College, and received a Bachelor of Science in Biology from American University. Michael worked at Babson College Fund as a Portfolio Manager (Healthcare Sector); at RaboBank International as a Summer Associate, Capital Markets Trading Desk; and at International Fund Services (a State Street company) as an Associate, Operations/Risk Management. Michael is currently a CFA Level 1 candidate.

Justin A. Colledge, Managing Director, worked for Sanford C. Bernstein for four years as an Associate Research Analyst – Enterprise Hardware and European Telecom before joining us in 2006. Prior to that, he was with McKinsey & Company and Nortel Networks. Justin is a 1994 graduate of Queen’s University, Kingston, Ontario with a Bachelor’s in Commerce. He received his MBA from the Kellogg Graduate School of Management in 1997. He is responsible for media, communications service and equipment, data storage, semiconductor equipment, and electric utilities.

Robert F. Coviello, Managing Director, worked for nine years as an analyst with U.S. and Foreign Securities before joining John W. Bristol & Co. in 1983. Prior to that he was an analyst with Citibank and Lazard Frères. Bob is a 1967 graduate of Columbia College and also received his MBA from Columbia University's Graduate School of Business in 1968. Bob has analytical responsibilities in the areas of business services, fixed income, healthcare, and transportation services. Bob also coordinates the research effort.

James A. Engle, Managing Director, worked for DLJ Asset Management for seventeen years, the last twelve as Chief Investment Officer before joining John W. Bristol & Co. in 2000. Jim is a 1981 Phi Beta Kappa graduate of the University of Arizona. He received an MBA with distinction from The Wharton School and is a Chartered Financial Analyst. He is responsible for research coverage of insurance and financial services companies, education, information processing, machinery industries and newspapers.

Robert W. Herz, Managing Director, worked at 1838 Investment Advisors for fourteen years as a Managing Director before joining John W. Bristol & Co. in 2003. Prior to that, he was a senior internal auditor at Dillon, Read & Co., and senior accountant at Seidman and Seidman. Rob is a graduate of Hofstra University. He received his MBA from the University of Chicago, is a Chartered Financial Analyst, and a Certified Public Accountant. He is responsible for research coverage of banks, money management, broker dealers, electrical equipment, retail trade, and Real Estate Investment Trusts.

Timothy W. Hurckes, Managing Director, was with Donaldson, Lufkin & Jenrette as a Vice President and Analyst for five years before joining John W. Bristol & Co. in 1989. He is a Chartered Financial Analyst and received recognition as an Institutional Investor All Star Analyst. Tim is a graduate of the Wharton School and received an MBA from the University of Chicago in 1984. Tim has analytical responsibilities in the areas of airlines, autos, basic industries, energy, oil and natural gas, financial services, fixed income, housing, and specialty retailing.

Richard E. Lyall, Managing Director, worked for nine years as principal and portfolio manager/analyst at McCowan Associates before joining John W. Bristol & Co. in 1993. Rick was valedictorian at Massachusetts Maritime Academy in 1979 and received his MBA from Cornell University with honors, in 1984. He is also a Chartered Financial Analyst. Rick has analytical responsibilities in the areas of aerospace, computer networking hardware and software, electrical components, cruise lines, internet retail, leisure products, medical devices, personal care and household products, rails, waste management, and restaurants.

Kevin B. McAuley, Managing Director, was with First Manhattan Co. as Managing Director, Senior Research Analyst for three years before joining John W. Bristol & Co. in 2002. Prior to that he was a research analyst at Schroder & Company and at Salomon Smith Barney. Kevin is a 1992 graduate of Fordham University and received his master’s degree from New York University in 1995. Kevin has analytical responsibilities in the areas of biopharmaceuticals, chemicals, coal, engineering and construction, food manufacturing and distribution, and healthcare equipment and services.

Daniel C. McGirr, Research Associate, is a 2006 graduate of the Leonard N. Stern School of Business, New York University, with a Bachelor of Science in Finance. Dan worked at Corporate Solutions Group, New York, as an Investment Banking Intern; at Independence United Capital, New York, as a Fixed Income Research Intern; and Bander and Bander, Boston, as a Legal Research Intern. Dan is currently a CFA Level II candidate.

Charles H. Mott, President and Chief Executive Officer, was formerly Chairman of Baker, Weeks & Company. He was also Director of Research from 1960 to 1976. Baker, Weeks was acquired in September 1976 by Reynolds Securities, which later merged with Dean Witter. He served as Executive Vice President of both firms before joining John W. Bristol & Co. in June 1978. A 1953 graduate of Williams College, he attended New York University Graduate School of Business Administration and is a Chartered Financial Analyst. He is a trustee of the American Museum of Natural History and a trustee emeritus of Williams College, a director of the Berkshire Farm Center and Services for Youth, and a member of the Finance Committee of the Rockefeller Family Fund. Charlie coordinates the research effort and is responsible for fixed income.

Raymond E. Scanlan, Managing Director, worked for Citigroup Asset Management for six years as a Director – Senior Equity Analyst, Technology, before joining us in 2004. Prior to that, he was with Marakon Associates, the European Community Commission, and McKinsey & Company. Ray is a 1989 graduate of the University of Pennsylvania with a BS in Economics from the Wharton School and a BAS in Computer Science from the Moore School of Engineering. He received an MBA from the Kellogg Graduate School of Management in 1995. He is responsible for design automation, electronics contract manufacturing, alternative energy, oilfield services, freight forwarding, internet services, payment processing, software, water, health information, and managed care.

William D. Washychyn, Managing Director, was with the United States Steel and Carnegie Pension Fund for ten years before joining John W. Bristol & Co. in 1982. Prior to that he was an analyst at Citibank. Bill graduated in 1967 Phi Beta Kappa and Summa Cum Laude from Lehigh University. He received an MBA from the University of Michigan in December 1968 and is a Chartered Financial Analyst. Bill has analytical responsibilities in the areas of distribution services, semiconductors, beverages, forest products, metals, specialty retailing, and tobacco.

Our Analysts

Our Trading Department