Equity Research

Johnson Rice’s research team is focused on providing insightful and differentiated investment ideas. Our eight senior research analysts cover over 130 companies across all market caps in the following sectors: exploration & production, oilfield services, energy infrastructure, and consumer /specialty retailers. Their ongoing relationships with their covered companies not only yield insightful research ideas, but also offer corporate access in the form of NDR’s, annual conferences, bus trips and investor calls.

JRCO Coverage List

 

Ronald E. Mills
Member | rmills@jrco.com | 504-584-1217

Ronald Mills joined Johnson Rice in August of 1995 as an analyst to cover the exploration and production industry. In January 2000, he began to focus on small cap and Canadian companies in the industry. Since late 2001, he has focused entirely on domestic small cap companies in the industry. Ron received his BA and MBA from Tulane University.

Companies Covered ▼

Charles A. Meade
cmeade@jrco.com | 504-584-1274

Charles Meade joined Johnson Rice in 2008 after spending five years at Energy Partners, Ltd., a Gulf of Mexico E & P company. At EPL he ran corporate development and planning after his first two years leading the Investor Relations effort. Charles holds a BS in Civil Engineering from Stanford University and an MBA from the MIT Sloan School of Management, and began his career working with technology companies in Silicon Valley.

Companies Covered ▼

Daniel J. Burke
Member | dburke@jrco.com | 504-584-1213

Daniel Burke joined Johnson Rice in 2001. Since 2010, Daniel has covered the oil services sector, with a focus on onshore oil services equities. He previously led Johnson Rice’s equity research efforts from 2004 – 2010 in the downstream and marine transport space, and prior to that period worked as an associate analyst within the JRCO oilfield services equity research group. Prior to joining Johnson Rice, Burke worked as an associate for the Boston Consulting Group. Daniel holds BA and BS degrees from the University of Texas at Austin.
Daniel Burke has been recognized by the following; Starmine Top Stock Pickers #2 Energy Equipment & Services 2014, Forbes Best Brokerage Analysts 2009 #3 Transportation-Land & Sea.

Companies Covered ▼

Marty W. Malloy
Director of Research / Member | mmalloy@jrco.com | 504-584-1205

Marty Malloy’s coverage universe includes Energy Infrastructure and Oil Service companies. Marty has been recognized by Starmine as #1 Stock Picker for the Energy Equipment & Services sector (2007), #1 Stock Picker for the Construction & Engineering sector (2011) and The Wall Street Journal “Best on the Street” (2007). Prior to joining Johnson Rice, Malloy was a senior analyst at Capital One Southcoast providing equity research coverage of a group of Oil Service and Energy Infrastructure companies. Prior to joining Capital One Southcoast in January 1999, Marty was Manager of Structured Finance for Entergy Power Group, where he was responsible for executing non-recourse financings for several large, independent power projects in Europe. Marty received a BA from Washington & Lee University and an MBA from Washington University in St. Louis.

Companies Covered ▼

Georg P. Venturatos
georg@jrco.com | 504-584-1233

Georg joined Johnson Rice in 2008 and currently covers equities across the oil service spectrum including offshore drillers, onshore oil services and an expanding midstream coverage list. Venturatos also has a specialized focus on companies within the oilfield that possess a technological component. Prior to joining Johnson Rice, he was a research analyst for Lighthouse Partners, an investment management firm. Georg holds a BA in Economics from Vanderbilt University and also studied at the London School of Economics.

Companies Covered ▼

Mary S. Willis
mwillis@jrco.com | 504-584-1230

Mary Willis joined Johnson Rice in February of 2015 and previously worked as an associate analyst first covering the service sector and then covering the E&P sector. She now focuses entirely on industry macro research to provide differentiated ideas to the firm’s clients. Mary received her BA in History (Energy Policy Concentration) from Georgetown University and her Masters of Management in Energy from Tulane University.

Sean M. Milligan
sean@jrco.com | 504-584-1283

Sean Milligan joined Johnson Rice in October 2017 as an analyst to cover the industrial and materials industries. Most recently, Sean was a senior analyst at Coker Palmer Institutional from 2015-2017 where he focused on the oilfield service industry. Previously Sean was on the IBERIA Capital institutional sales team from 2013-2015 and the Johnson Rice equity research team as an associate from 2008-2013. Sean received his BS from Louisiana State University in 2007.

Companies Covered ▼