Our Team
KEVIN HEAL - Managing Director & Chief Compliance Officer; Senior Financial Services Analyst; Fixed-Income Strategist.
KHeal@argusresearch.com | Phone: 646-747-5448
Kevin manages the day-to-day operations of The Argus Research Group's SEC registered investment advisor, Argus Investors’ Counsel. As CCO he is responsible for ensuring that the firm is SEC compliant and adheres to all rules and regulations. He serves on the Argus Investment Committee, providing insight on the fixed-income markets and interest rate outlook. He also provides equity coverage for financial institutions. He has over 35 years of experience with large investment banks, regional dealers and consultants. Kevin graduated from Northwestern University with a B.A. in Economics and maintains the Series 65 registration.
DONNA M. PALAIS - Vice President
DPalais@argusinvest.com | Phone: 203-548-9886
Donna has managed portfolios for Argus clients since 1994, including public and corporate retirement funds, foundations, endowments, and high-net-worth individuals. Prior to joining Argus, Donna managed portfolios at Citibank Global Asset Management. She has more than 30 years experience in the field and holds a BS in Psychology and an MBA in Finance from Fordham University.
JAMES KELLEHER, CFA - Director of Research & Senior Analyst
Jim is Director of Research at Argus Research. In addition to advising the Investment Policy Committee, he manages various Argus Research products and departments, including the Argus Focus List. Jim is a three-time winner in The Wall Street Journal's "Best of the Street" All-Star Analyst Survey and has also won recognition in the Financial Times/StarMine analyst awards. Jim is the author of Equity Valuation for Analysts & Investors (Mcgraw-Hill, July 2010). Jim earned his B.A. from Columbia University, and received his Chartered Financial Analyst designation in 1999.
SHARI BENEDICT - Director of Investment Operations
Shari joined Argus in 2006 bringing over 20+ years of experience in asset management operations, technology and compliance. Prior to joining Argus, she operated a consulting firm which specialized in assisting asset management firms using the Advent/Axys portfolio accounting system. Her background includes Director of Operations and IT at Abner, Herrman & Brock an independent asset management firm. Previous to that she worked at American Express and Westpac Financial Services.