Ronald J. Epstein

Research Analyst at BofA Securities, Inc.

Ronald J. Epstein

Ronald J. Epstein

Research Analyst at BofA Securities, Inc.

Biography

Dr. Ronald J. Epstein is a Research Analyst at BofA Securities, Inc. He is a managing director in Americas Equity Research covering Aerospace/Defense and Multi-Industrials with large aerospace components. He covers companies listed in the United States, Canada and Brazil. He joined Merrill Lynch in 2001.Previously, Dr. Epstein worked as a research scientist in applied aerodynamics technology at Boeing Phantom Works. In the Institutional Investor All-America Research poll, he was ranked as a top-three analyst in Aerospace & Defense Electronics for the last nine years and #1 for the last three years.He has a BA with highest honors from Skidmore College, an MBA with honors from the Wharton School at the University of Pennsylvania, and a PhD in mechanical engineering from Duke University. He was also an adjunct faculty member in the Department of Mechanical Engineering at Washington University in St. Louis, teaching fluid dynamics and control systems.

Overview
RelSci Relationships

1977

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Head of Americas Equity Research at BofA Securities, Inc.

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Head of Global Research at BofA Securities, Inc.

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Executive Director, Equity Research at UBS Warburg LLC (US)

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Co-Head of Global Capital Markets at BofA Securities, Inc.

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Head of Commodity Index Structuring at BofA Securities, Inc.

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Co-Head of Power, Utilities & Energy at BofA Securities, Inc.

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Co-Head, Global Mergers & Acquisitions at Bank of America Merrill Lynch

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Managing Director, Head of Gaming & Leisure Investment Banking at BofA Securities, Inc.

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Co-Head of Americas Healthcare IB at BofA Securities, Inc.

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Global Vice Chairman at BofA Securities, Inc.

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Ronald J. Epstein
Research Analyst at BofA Securities, Inc.
Education
Class of 2001

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Class of 1996

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Class of 1989

Skidmore College has undergone many transformations since its founding in the early twentieth century as a women's college. The Young Women's Industrial Club was formed in 1903 by Lucy Ann Skidmore (1853–1931) with inheritance money from her husband who died in 1879, and from her father, Joseph Russell Skidmore (1821–1882), a former coal merchant. In 1911, the club was chartered under the name "Skidmore School of Arts" as a college to vocationally and professionally train young women. It "prepares illustrators, designers, dieticians, accountants, secretaries and costumers.

Career History
Research Analyst
2019 - Current

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

Research Analyst
2001 - 2019

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management. It was formed through the combination of the corporate and investment banking activities of Bank of America and Merrill Lynch following the acquisition of the latter by the former in January 2009.

Applied Research Scientist
1995 - 1999

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space and security systems. It operates through the following segments: Commercial Airplanes; Defense, Space and Security; Global Services; and Boeing Capital. The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems; global mobility, including tanker, rotorcraft and tilt-rotor aircraft; and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Chicago, IL.

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