Seaport Research Partners (SRP), the sell-side research division of Seaport Global Securities, recently announced that it has hired II-ranked Jonathan Golub as Chief Equity Strategist and former UBS analyst Patrick Palfrey as Head of Portfolio Strategy to join their equity research team.
Seaport’s Latest Analyst Hires
Jonathan Golub, a seasoned strategist with a long track record, joins SRP as Chief Equity Strategist. His multi-year II rankings across four categories highlight his robust insight and credibility in the field. Golub’s prior roles at UBS, Credit Suisse, and JP Morgan Funds have equipped him with a deep understanding of market dynamics and investor needs. His expertise will drive SRP’s macro and equity strategy, offering clients written strategy content, portfolio diagnostics, customized analytics, and tailored research offerings designed to navigate complex market environments.
Patrick Palfrey, appointed as Head of Portfolio Strategy, complements Golub’s expertise with his leadership in quantitative research and portfolio decision-making. Palfrey’s data-driven approach will deliver highly customized insights, bridging macro, thematic, and stock-specific perspectives. He emphasized, “Our top-down portfolio strategy is enhanced by the bottom-up, company-specific research of SRP’s highly ranked analysts, helping clients bridge macro, thematic, and stock-specific views in a cohesive, actionable manner.” Together, Golub and Palfrey are poised to elevate SRP’s service offerings, providing institutional investors with exclusive, actionable intelligence.
Tim Arthurs, Co-Head of SRP, said, “Delivering differentiated content, data, and deep domain expertise to our clients is core to our mission—and bringing on Jonathan and Patrick marks a major step forward in that pursuit. We couldn’t ask for a more respected team.”
About Seaport Research Partners
Founded in 2021 as a division of Seaport Global Securities LLC, Seaport Research Partners was established to redefine equity research by combining institutional pedigree with startup agility. The firm operates as both a registered investment advisor and a broker-dealer, leveraging the infrastructure of Seaport Global Securities (SGS), which boasts over 4,000 institutional accounts and 210 senior sales and trading professionals. SRP’s innovative business model empowers self-driven analysts by reshaping economics, allowing them to focus on producing customized, high-quality research. The firm’s entrepreneurial leadership team, supported by an advisory committee of industry veterans, drives its vision to transform investment research by fostering independence and expanding revenue opportunities for analysts.
SRP provides a suite of exclusive services tailored to institutional clients, emphasizing bespoke analysis and premier access. The firm’s research platform delivers high-quality, alpha-generating content across more than 10 sectors and 60 industries, including consumer, energy, financials, fintech, healthcare, industrials, materials, SPACs, utilities, and power. SRP’s offerings include tailored sales coverage, deep-dive analytics, and multi-sector conferences, such as its Annual End of Summer Investor Conference, scheduled virtually for August 19-20, 2025, featuring over 130 publicly traded companies. Additionally, SRP hosts C-level marketing events and interactive expert sessions, covering topics like AI adoption, fintech, and media trends, ensuring clients receive timely and actionable insights. The firm’s integration with SGS enhances its global reach, providing access to equity and debt capital markets, fixed income research, and investment banking services.
Research Analyst Additions Over the Past Year
Since its inception, SRP has aggressively expanded its research team, growing to 27 senior analysts and strategists by August 2025, with an average of 20 years of experience, many from bulge bracket firms. Over the past year, SRP has added several high-profile analysts to its roster, further strengthening its research capabilities. These additions include:
- Vitaly Umansky, Senior Analyst covering Global Gaming & Casinos, previously with AB Bernstein. Umansky’s addition bolsters SRP’s expertise in a niche, high-growth sector.
- Aaron Kessler, CFA, Senior Analyst covering Internet, formerly with Raymond James. Kessler’s insights into digital and tech trends enhance SRP’s technology research offerings.
- Jeff Cantwell, CFA, Senior Analyst covering FinTech, previously with Wells Fargo and Guggenheim. Cantwell’s expertise strengthens SRP’s coverage of financial technology.
- David Joyce, Senior Media and Technology Analyst, formerly with Evercore ISI and Barclays. Joyce’s media expertise adds depth to SRP’s entertainment and technology sectors.
- Victor Cossel, Macro Strategist, previously with Evercore ISI and Piper Sandler. Cossel’s macro insights complement SRP’s growing strategy team.
- Laurie Hunsicker, Senior Financials Banks Analyst, formerly with Compass Point and Stifel. Hunsicker’s banking expertise enhances SRP’s financials coverage.
These hires reflect SRP’s strategy of recruiting established analysts with strong research franchises, enabling the firm to deliver differentiated, high-value content to its clients. The addition of Golub and Palfrey further amplifies this momentum, positioning SRP as a leader in independent equity research.
Our Take
Both Golub and Palfrey, previously with UBS and Credit Suisse, bring a wealth of experience and industry recognition, including multi-year Institutional Investor (II) rankings, to enhance SRP’s macro and equity strategy offerings. This strategic move not only strengthens SRP’s research capabilities but also solidifies its position as a premier destination for independent equity research.
The appointments of Jonathan Golub and Patrick Palfrey is an important move for SRP, enhancing its ability to provide sophisticated, data-driven strategies to institutional investors. Their years of experience, combined with SRP’s innovative platform, positions the firm to capitalize on evolving market dynamics. As SRP continues to expand its research coverage, its focus on independence, customization, and client-centric research makes it a valued research provider in a difficult market environment.
As SRP continues to evolve, it remains evident that the firm is keen on enhancing its roster with top level institutional research talent. This focus on adding experienced research analysts, and its momentum over the past few years, shows that SRP is positioning itself to capture market share from some of the more well-established sell-side research providers.
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