Advisor Team
Jeff Carson
Jeff Carson joined Bertner Advisors after covering the health care space as a senior buy-side equity research analyst. Jeff spent eight years as an institutional investor at Janus Capital, where he drove investment decisions across a variety of health care sub-sectors. Following his career at Janus, Jeff was a long/short health care analyst at Deimos Asset Management. He has also consulted on financial modeling and forecasting, valuation, and capital raising to executives of asset management and venture-backed health care startup companies.
Jeff received his Master of Finance and MBA degrees from the University of Denver’s Daniels College of Business and his BA in Liberal Arts from Colorado State University.
Kevin Ciabattoni
Kevin Ciabattoni brings to our firm over a decade of sell-side equity research experience on Wall Street covering sectors including health care, aerospace & defense, software, telecom, and business services. He joined Bertner Advisors after seven years at KeyBanc Capital Markets and previously spent four years at Boenning & Scattergood, Inc. He began his career as a software engineer and worked for companies including GMAC Mortgage and Standard & Poor’s prior to his transition to Wall Street.
Kevin received his MBA with a concentration in Finance from the Fox School of Business at Temple University and a BA in Computer Science from Boston College.
Ann Trimble
Ann Trimble joined Bertner Advisors with two decades of health care experience. Ann brings over 15 years of Wall Street experience as a sell-side biopharma equity research analyst and corporate access health care sector specialist, beginning at Lehman Brothers and subsequently Barclays Capital. She began her health care career as a corporate healthcare attorney at Dorsey & Whitney.
Ann received her JD from the University of Iowa College of Law and her BA in history and political science from the University of Iowa.
Greg Fraser
Greg Fraser brings to our firm over 15 years of experience as a sell-side equity research analyst covering the Specialty and U.S. Major Pharmaceuticals sectors. He joined Bertner Advisors after four years in equity research at Truist Securities; prior to Truist, Greg was a member of highly ranked analyst teams at Deutsche Bank and Bank of America Merrill Lynch. He began his professional career in health care investment banking at CIBC World Markets.
Greg received his MD and BS in Chemical Engineering from the University of Virginia.