About CFRA

Nearly a century helping clients make smarter investment and business decisions

CFRA is a global leader in financial intelligence solutions and insights

Our experienced team of experts deliver timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions.

Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy, and technical research with data, analytics, and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals.

We are fiercely independent, we are client obsessed, and our goal is simply to be the most trusted global source of independent financial intelligence and innovation.

Our History

Our Leadership

Peter de Boer
Chief Executive Officer
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Peter is the CEO at CFRA where he is responsible for the global strategic leadership of the firm. Peter acquired CFRA in March 2013. Previously he was Executive Managing Director at S&P Global. Prior to this role, Peter was Executive Director at Morgan Stanley and Vice President at JPMorgan where he helped develop leading Financial Technology investment banking practices. In addition, Peter was Vice President with LabMorgan, a JPMorgan venture capital division investing in financial information and technology companies. Peter graduated from Union College with a BA in Economics and holds an MBA in Finance and Entrepreneurial Management from The Wharton School, University of Pennsylvania.
Theresa Torian
President & Chief Operating Officer
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Theresa is the President & COO at CFRA. Theresa oversees the company’s entire global operations and drives strategic initiatives to maximize CFRA’s strengths and position for the next stage of growth. Theresa is also a key member of CFRA’s Board of Directors. Theresa was most recently the Senior Director of Finance, Corporate Controller for SNL Financial (now part of S&P Global) where she worked for approximately ten years in helping the business to scale to $250 million in revenues and over 3,000 employees. Prior to SNL Financial, she was Director of Business Management with LexisNexis and a Consulting Manager with Grant Thornton LLP. Theresa graduated from the University of Virginia with a BA in Mathematics and holds an MBA from the Raymond A. Mason School of Business, William & Mary.
Patricia Wilson
Global Head of Research
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As CFRA’s Global Head of Research, Patricia Wilson oversees our global team of fundamental, forensic accounting, public policy, and technical research analysts. She began her career in asset management, holding a number of senior roles, including Head of Research for US Equities with Scottish Widows and Global Investment Manager with Longview Partners. Having accumulated more than 15 years of in-depth buyside research experience, Ms. Wilson joined Bloomberg where, as part of the original management team she built a team of400 analysts, established Bloomberg Intelligence as a global brand, and consistently introduced new ways to leverage data science and alternative data insights to drive innovations in information sharing, delivery, and analysis. Prior to leaving Bloomberg for a senior role with Kroll, she was Research Director for Data and Analytics.
Alan Elworthy
Global Head of Sales
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Alan is the Global Head of Sales at CFRA where he oversees all sales and account management efforts for the firm. Alan is a transformational sales executive with a distinguished career building customer-centric sales organizations and driving revenue growth. Before joining CFRA, Alan served as the Head of Sales, Technology, Media, and Telecommunications (TMT) at S&P Global Market Intelligence where his teams exceeded revenue and sales targets every year during his tenure. Prior to that, Alan served as Chief Revenue Officer, at 451 Research, for 12 years which was acquired by S&P, where he built a world-class sales organization that achieved double digit revenue growth every year for over a decade. Alan holds a Bachelor of Arts in Economics from Worcester State University.
Eram Schlegel
Chief Product Officer & Global Head of Marketing
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Eram is the Chief Product Officer and Global Head of Marketing at CFRA where he drives product strategy and innovation. Leveraging his 20+ years of experience, he is focused on delivering commercially profitable client-centered solutions by building high performance teams. Prior to joining CFRA, Eram was Senior Director of Commercial Solutions at Fitch Solutions for buy and sell-side markets and held product management roles at S&P Global. He received a BA in Marketing from Washington University in St. Louis and a Master’s degree in Cognitive Science from Columbia University.
Paurav Lokesh
Global Head of Technology
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Paurav is the Global Head of Technology. Paurav leads a talented IT team and establishes the technology strategy for the company’s product vision. Prior to joining CFRA, Paurav was the Director of Software Development at S&P Global Market Intelligence. He graduated from Visvesvaraya Technological University in Karnataka, India, with a BS in Information Science. He also holds a Master’s degree in Computer Science from Old Dominion University, Norfolk, VA.
Heather Thomas-McClellan
Global Head of Resources
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Heather is the Global Head of Resources, a role focused on driving Talent strategy, leading data collection and management efforts and related matters globally. Heather previously held the role of Senior Director of Human Resources at SNL Financial (now part of S&P Global) where she worked for approximately 19 years helping the business scale through organic and significant acquisition growth to $250 million in revenue and over 3,000 employees. Prior to filling the HR role at SNL, Heather worked as the Director of SNL’s Content Operations leading data collection efforts around the globe. Heather graduated from Mary Baldwin College with a BA in Business Administration.
Travis Lohr
Chief Financial Officer
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Travis is the Chief Financial Officer at CFRA and oversees all finance related functions.  Prior to joining CFRA, Travis was the Chief Financial Officer at Harren Equity Partners, a middle market private equity firm, where he managed the finance department and investor reporting.  Before joining Harren Equity Partners, he was the U.S. Controller for SNL Financial (now S&P Global) where he oversaw the day-to-day accounting operations and financial reporting to internal and external stakeholders. Travis received a Bachelor of Business Administration from James Madison University. He received a Master in Science in Accounting from the McIntire School of Commerce at the University of Virginia and a Master in Business Administration from the Fuqua School of Business at Duke University.

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