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TEAM

Kathryn I. Thompson
Partner, CEO

Kathryn I. Thompson is a founding Partner and Chief Executive Officer of Thompson Research Group. In addition to managing and setting the direction of the firm, Mrs. Thompson also serves as Director of Research. She brings over 15 years experience analyzing, modeling, and advising institutional investors, pensions and hedge funds on investment and portfolio management. Ms. Thompson was named the Financial Times/Starmine Stock Picker of the year in Construction Materials in 2010, 2012, and 2013, an annual ranking of top performing analysts. Prior to founding TRG, Mrs. Thompson was an equity analyst at Avondale Partners and BB&T Capital Markets.  A graduate of the University of the South in Sewanee and Vanderbilt University's Owen Graduate School of Management, Thompson is a regular guest speaker at industry trade conferences and corporate meetings.  She has been a guest on CNBC, Fox Business News, Bloomberg and is quoted regularly by The Wall Street Journal, Barron's, Forbes, Fortune, and Bloomberg.

Christopher E. White
Partner, COO

Christopher E. White is a founding Partner and Chief Operating Officer of Thompson Research Group. Mr. White oversees day to day operations as well as running the firms consulting and federal and state regulatory policy practices. He has over 20 years of industry experience as an investor, general manager, and business builder. His career began at Smith Barney's Strategic Planning Group where he supported the executive management team in setting firm-wide and department goals monitoring monthly company performance, and integrating acquired companies. Mr. White subsequently completed the Capital Markets Program and became an equity trader on the firm's institutional desk. After leaving Salomon Smith Barney, he founded the listed trading and capital commitment effort at both SunTrust Robinson Humphrey and Avondale Partners where he also served as Managing Director, Head of Trading and was a member of both the Investment Policy and Capital Commitment Committees. Mr. White left Avondale in 2009 to found TRG. He holds a BS degree in Finance from the University of Tennessee at Knoxville. 

 

Research

Nick Coppola, CFA
Senior Equity Analyst

Nick Coppola is a Senior Research Analyst covering the Construction Equipment, E&C and Household Goods & Services industries. Prior to joining TRG, Nick was an Assistant Vice President in Dealer Relations at Thomson Tradeweb, an institutional fixed income and derivative trading platform exceeding $300 billion in daily volume. Nick earned his MBA at Wake Forest University with a concentration in Securities Analysis and BS in Finance at the University of Delaware. He has also held positions with Agilis Equity Partners, a middle-market private equity firm as well as Legg Mason Wood Walker. Nick holds the Chartered Financial Analyst© (CFA) designation.

 

Wenjun Xu
Equity Analyst

Wenjun Xu is an Associate Research Analyst at Thompson Research Group. Wenjun assists in the Building Materials, Building Products, Industrial Cyclical, and Recreational Vehicle industries. Prior to joining TRG, Wenjun interned at Merrill Lynch Wealth Management, assisting with portfolio management and client base expansion. Prior to Merrill Lynch, she was a market intelligence intern at Energizer and marketing intern at Dezan Shira & Associates, an Asian-based foreign direct investment firm. Wenjun graduated Phi Beta Kappa from Randolph-Macon Woman's College with a B.S. in Economics and Mathematics, and from Vanderbilt University's Owen Graduate School of Management with a M.S. in Finance.

 

Sales

Steven Ramsey
Equity Analyst

Steven Ramsey is an Associate Research Analyst at Thompson Research Group. Steven assists in the Building Materials, Building Products, Construction Equipment, E&C and Heavy Industrial coverage at TRG. Prior to joining TRG, Steven held an internship with Balestra Capital, a hedge fund focused on global macro investing and fund of funds management. Prior to his position with Balestra Capital, Steven held an internship with the Ministry of Finance in Rwanda, Africa where he assisted in developing reports on economic trends for government publication. Steven graduated from Harding University with a B.B.A. in Finance.

 

 

Jonathan Pierce
Institutional Sales

Jonathan Pierce is an Institutional salesman at Thompson Research Group. Prior to joining TRG, he held an institutional sales position with Roth Capital Partners in Newport Beach, CA, a small-mid cap focused research firm covering the Consumer, Industrial, Energy and Healthcare sectors. Previously, he was with Global Hunter Securities, an Energy-focused research firm, and Wells Fargo. Jonathan earned his BSBA degree in Finance from Auburn University.

Consulting

Rick T. Johnson
Director of Consulting

Rick T. Johnson is the Director of Consulting for TRG. Rick is tasked with leading the development of the consulting group while providing assistance with primary research. Prior to joining TRG, Rick worked in finance and business development at Lend Lease and KB Home. Rick has extensive experience with public private partnerships, design/build contracts and residential construction. He holds B.S. degrees in finance and engineering management from Towson University and the University of Arizona. He also holds his MBA from Belmont Universities Massey School of Management.

Lisa Klyse
Institutional Sales

Lisa Klyse is is an Institutional liaison at Thompson Research Group, handling West Coast clientele for the firm. She has over 15 years of financial experience dealing with institutional investors.  Prior to joining TRG, she was a sales assistant on the desk of BMO Capital Markets in San Francisco, CA. Lisa earned her BS degree in Hospitality Management from the University of Nevada, Las Vegas.