Robert Passarella

Robert Passarella

Robert Passarella has spent over 18-years on Wall Street in the gray zone between business and technology. Rob has always focused on leveraging technology and innovative information sources to empower Equity Research and serve clients. A veteran of Morgan Stanley, JP Morgan, Merrill Lynch, and Bear Stearns; he has seen the transformational challenges first hand, up close, and personal.

Always intrigued by the consumption and use of information for investment analysis, Rob is passionate about leveraging alternative data and news provided by the Internet for investment analysis. Robert holds a BBA in Finance from Baruch College and an MBA from the Columbia Business School.

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Brokers and Research and Trading -- Oh My!

January 14 2009

The best part about being a conference chair for Money:Tech is the opportunity to see what's happening on the front lines of the FinTech and Securities businesses. No surprises here: turnover and layoffs are out there, but I also see new opportunities and a thrust towards being smart, thrifty, and… read more

WSJ's End of Wall Street: Don't Order The Tombstone Just Yet

January 06 2009

It's nice to be back after the holidays. I just watched a series of short videos from the Wall Street Journal's Digital Network. The series is called the "End of Wall Street". It is a short oral history of the past year since the demise of Bear Stearns and the… read more

Rolling Your Own Newsroom

October 27 2008

Financial professionals by their very nature are news junkies. I've always enjoyed building my own quick tools to parse information and share it with my co-workers, friends, and family. When I was at Bear Stearns I built a few subject-related iGoogle tabs and shared them with clients or co-workers. I… read more

Unintended Consequences of Nationalizing Banks

October 14 2008

This is not a post for or against the actions of the Treasury. This is a quick look at what may be on the horizon--so that we can all keep our collective eyes open. I invite you to add your own observations and questions in the comments. I'd like to… read more

Games & Markets: Rules Matter

October 13 2008

As children (or even now as adults) most of us enjoyed games, whether they are sports, video games, board games, whatever. The defining quality in any of these pastimes is the ability to win in direct competition with others. What makes these games enjoyable is that once the rules are… read more

MONEY:TECH 2009 Up and Running

July 01 2008

I am happy to announce that the Money:Tech site is up and running. We've been working on the program for a while. We are looking for people in both the Finance and Technology communities to participate, as attendees and presenters. The last Money:Tech was a success and the next one… read more

Tools for the Equity Research Toolbox

June 24 2008

When I was a kid, I would always remember commercials for a school called Apex Tech. One of their taglines was "look over the professional tools you get to keep when you finish your training". It's a lot like that today. Google News, along with Yahoo! Pipes are two tools… read more

Data on the Web: VGChartz vs. NPD

June 17 2008

After writing my first post, Equity Research in the Age of Web 2.0, I received a lot of comments asking really good questions. Most of the questions from readers asked about real world examples. So here's a taste. In the world of securities research, in general, we talk about consensus… read more

Equity Research in the Age of Web 2.0

June 09 2008

After spending many years on Wall Street watching the buy side (investing institutions) and working with the sell side (investment banks); all I can say is that I am excited with what the future holds. The Internet is quickly becoming 'the' vast store house of data, research and commentary that… read more

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Webcast: Equity Research in the Age of Web
January 16, 2009
In this live, online event, Robert Passarella presents an eclectic, yet practical, look at Wall Street, Equity Research, Technology and the Internet. See how new ideas of finding and getting information are supercharging the research process for companies...