Josh Sullivan

About Josh Sullivan

I am a Managing Director and Senior Equity Research Analyst, where I have been covering Aerospace & Defense and related Industrial Technology companies. I have over 20 years of experience in this field, having previously worked as a Director and Managing Director at Benchmark Company (StoneX) and Seaport Global Holdings LLC.My core competencies include conducting in-depth financial and industry analysis, providing investment recommendations, generating research reports, and maintaining relationships with institutional investors and corporate clients. I have a proven track record of delivering insightful and actionable research on multiple companies across various sectors, such as FTAI, Boeing, Raytheon, Archer Aviation, HEICO, and Planet Labs. I am also certified with Series 7, 63, and 86 licenses by the Financial Industry Regulatory Authority (FINRA). My mission is to provide high-quality and independent research that helps investors make informed and profitable decisions.

Experience

1. Managing Director, Aerospace & Defense Industrial Technology

   Jonestrading

   Sep 2025 — Present

Education

• Lehigh University College of Business

  Bachelor of Science (B.S.), Finance, General

  2001 — 2005

Skills

• Capital Markets
• Cleantech
• Alternative Investments
• Private Equity
• Corporate Finance
• Investment Banking
• Defense
• Asset Management
• Entrepreneurship
• Equity Research
• Bloomberg
• Strategy
• Valuation
• Investments
• Financial Analysis
• Aerospace
• Equities
• Portfolio Management
• Start-Ups
• Hedge Funds
• Financial Modeling