Chief Operating Officer, Life Sciences
Our team of highly-qualified professionals has extensive experience across investor relations, equity research, portfolio management, private equity, investment banking, journalism and corporate communications – enabling us to create tailored and remarkably sophisticated solutions for our clients.
Chief Operating Officer, Life Sciences
Brad Miles is a Managing Director based in New York and leads the firm’s life sciences communications practice. He brings over 20 years of experience leading groundbreaking communications strategies for biopharma companies developing new, advanced approaches to treating diseases.
Prior to joining Solebury Trout in 2018, Brad ran BMC Communications, LLC, a boutique communications firm he started in 1997 focused on advising Life Sciences companies through complex clinical and regulatory milestones as well as financial and M&A transactions.
Recent engagements and highlights include:
- Led strategy for high profile launch of a new biotech company with $75 million Series A financing round
- Advised on communications around multi-billion-dollar global partnership agreement
- Led communications strategy for late-stage clinical data results at a leading medical congress for pharma/biotech collaboration
- Advised global biopharma company through successful Initial Public Offering on NASDAQ
- Led corporate repositioning of a leading immuno-oncology company
Prior to founding BMC, Brad spent seven years at the specialized healthcare communications agency Ted Klein & Company (TK&C) in New York City, working with clients including Pfizer, GlaxoSmithKline, Marion Merrell Dow (Sanofi-Aventis), Bristol-Myers Squibb and Cephalon.
Brad received a B.A. in Mass Communications from Grand Valley State University. He lives in the Tribeca neighborhood of New York City with his wife and son.
Amy Bonanno is a Managing Director on the Life Sciences Corporate Communications team. She is instrumental in leading account teams and developing and executing client campaigns and strategies around significant financial and clinical milestones, as well as product launches. A journalist by training, Amy seeks new and creative ways to communicate complex stories. Over the course of her career, she has spearheaded the content creation and production of more than a dozen corporate and disease-awareness websites in addition to scientific illustrations, animations, and explainer videos.
Previously, Amy worked at BMC Communications and in television news production at CBS News. She also has experience in local television news production and headed up a public affairs segment for several years as well as product radio news for local NPR stations. It was her interest in health-related news topics that led her to her career in life sciences communications.
Amy holds a B.A. in Broadcast Journalism from Syracuse University’s S.I. Newhouse School of Public Communications. She currently lives in Charleston, SC with her husband.
Michael Levitan is a Managing Director based in New York. Since joining the firm in 2007, Michael has worked on a wide variety of investor relations, financing and M&A advisory engagements. Michael has over 25 years of experience in healthcare investor relations, investment banking and corporate development.
Engagements and representation highlights include:
- Ongoing investor relations and capital raising advisory with a broad range of biotechnology, pharmaceuticals, diagnostics and medical device companies
- Advising companies in various fields including oncology, rare disease, Alzheimer’s, microbiome, specialty pharmaceuticals, diabetes, pain, diagnostics and devices
- Assisting European listed biotechnology companies with their US-focused investor relations and capital raising efforts
- Advised multiple Nordic based biotechnology companies and organized or held speaking engagements at multiple Nordic focused investor conferences
- Advised Intendis AG (dermatology division of Bayer Pharmaceuticals) on various acquisition transactions
- Advised GeneGo (life science IT company) on its sale to Thomson Reuters
Prior to joining The Trout Group, Michael worked for over 10 years as a healthcare investment banker, including at Bear Stearns and Lehman Brothers. Prior to joining Lehman Brothers, Michael worked for Eli Lilly & Company in the business development group. Michael holds an MBA degree in finance and marketing from the University of Chicago Graduate School of Business, and a bachelor of engineering degree in electrical and computer engineering from McGill University. He also holds Series 7, 79 and 63 securities licenses. Michael enjoys skiing, golf, and spending time with his wife and children.
Michael Morabito, Ph.D.
email@example.comMichael is a Managing Director based in New York, and joined the firm in 2021. Prior to joining Solebury Trout, Michael was a Senior Analyst at Chardan Capital Markets, covering biotechnology companies with a focus on diabetes, NASH and other metabolic diseases. Previously, he was a Senior Biotech Analyst at Credit Suisse, where he covered oncology and NASH following a role as a senior associate on the US major pharma team.
Prior to entering equity research, Michael spent 15 years as an academic researcher. He studied CNS control of feeding behavior and metabolism as a post-doc at Columbia University, and he received his Ph.D. in neuroscience from Vanderbilt University studying RNA editing.
Xuan has over 12 years of experience in investor relations, investment banking, and equity research. He is based in the San Francisco office and head of the firm’s West Coast practice. Since joining the firm in 2014, Xuan has led numerous strategic advisories, planning, and execution of investor relations and communications programs for private and public life sciences companies focused on oncology, autoimmune, fibrotic, infectious, and orphan diseases. He has worked on various client engagements for private financings, IPOs, Investor & Analyst/R&D Days, earnings preparation, clinical trials data releases, regulatory approvals, and product launches. Xuan is also responsible for leading corporate access on the West Coast for the firm’s broader client base.
Previous and ongoing assignments include:
- Completion of a crossover financing, pre-IPO preparation, IPO execution, revers merger, and implementation of public company investor relations plans for multiple companies focused on the treatment of cancer, fibrosis, and pain management
- Pre-IPO preparation, IPO execution, and corporate messaging, positioning, and branding for the first China based biotech company to go public on the Nasdaq
- Completion a successful business combination of a clinical stage AI drug discovery company and a SPAC
Prior to joining Solebury Trout, Xuan spent three years in investment and merchant banking at Morgan Joseph TriArtisan, where he advised on mergers and acquisitions, executed on private placements, conducted due diligence, and performed financial valuation analysis for middle market technology and healthcare companies. In addition, Xuan spent three years in sell-side equity research at Collins Stewart (acquired by Canaccord Genuity) and Canaccord Adams. He holds Series 7, 63, and 79 securities licenses.
Xuan holds a B.A. in Economics with a minor in Managerial Studies from Vanderbilt University.
Senior Vice President
firstname.lastname@example.orgDavid joined Solebury Trout in 2021 and is based out of the New York office. He brings over fifteen years of experience as a senior sell-side analyst for firms including B. Riley FBR, Northland Capital Markets (acquirer of Summer Street Research) and Buckingham Research Group. David has enjoyed following a range of specialty and biopharmaceutical companies ranging from emerging pre-commercial firms to established, leading players in their therapeutic niches. Key areas where David has focused his investment research and marketed ideas to investors include CNS and neurology, gastroenterology, oncology, ophthalmology, and rare diseases.
David has an MBA in Finance from Hofstra University and a BBA in Marketing Management from Pace University. Although currently not active, David has been a licensed Real Estate Salesperson in New York and has held FINRA licenses including Series 7, Series 63, Series 86 and Series 87.
David enjoys playing tennis and skiing in addition to exercising at the gym. He also is augmenting his English language skills by gaining some conversational skills in French and Spanish.
Alexandra Roy joined Solebury Trout in 2020, bringing over 10 years of experience in business development, asset management, and investor relations. Alexandra works closely with clients to help them achieve their investor relations goals, and provide them with access to Boston’s investment community.
Previously, Alexandra worked at Wellington Management in Boston on their institutional business development team within the Global Relationship Group, communicating the firm’s “best in class” strategies to large pension funds and foundations. Prior to Wellington, she spent time running the Investor Relations agenda at renewable energy solution firm, Plug Power (NASDAQ: PLUG), where she led the investor communication re-brand, and planned and coordinated several investor roadshows. She has also worked as a multi-asset investment strategist on BlackRock’s defined contribution team in New York.
Alexandra has a B.A. in Quantitative Economics from Tufts University and is proficient in Spanish. In her spare time, she enjoys Latin dancing, reading a good mystery novel, golfing, hiking, and tennis.
Vice President, Marketing and Events
Casey is instrumental in the logistical planning and execution of all life science events for Solebury Trout. She has led the organization of over 20 KOL events, 15 investor & analyst days and five conferences in both the US and abroad. She also heads the logistics of the firm’s largest self-run conference, the annual Solebury Trout Management Access event, which runs in parallel with the JPMorgan Healthcare Conference in San Francisco. Casey manages the meeting rooms and accommodation for 100+ attending clients and projects as well as co-manages the support team during the four-day conference. She joined the firm in 2015.
Prior to joining Solebury Trout, Casey was the Assistant Global Buyer for Nikki Beach Worldwide in Miami and began her career as a sales assistant for an internationally renowned, upscale swimwear brand. Casey graduated from the University of Florida with a B.S. in Advertising and a concentration in Business Administration. In her free time, she loves to travel, read and explore new restaurants in NYC.
William supports the life sciences investor relations team. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development.
Before joining Solebury Trout, William co-founded a medical device start-up in the GI space and served as their VP of Legal & Regulatory Affairs. He also worked on cortical plasticity and brain-machine interface at the Nicolelis Lab at Duke University.
William graduated from Duke University in 2017 with a B.S. in Neuroscience and a Chemistry minor. He also obtained a Master of Science in Law degree from Northwestern Pritzker School of Law in 2019. In his free time, William enjoys hiking, soccer, and playing guitar.
email@example.comShabnam joined Solebury Trout in 2021. She has been advising companies ranging from start-ups to large organizations on strategy, reputation, media, investor relations, IPO and M&A transactions. Shabnam has focused on Life Sciences and Healthcare in the last few years supporting companies from Hutchmed (Hutchison China MediTech), Owlstone Medical, Medicxi, Centessa Pharmaceuticals and Verona Pharma to Arix Bioscience.
Cross-sector experience examples include Aamal Company, Associated British Foods including Primark, GVC Holdings (sports betting and gaming), Lucara Diamond, Tullow Oil (a breadth of transactions), Dragon Oil (advising on the £1.8bn acquisition by ENOC), and Oando Plc (advising on the $1.5bn deal for ConocoPhillips' assets in Nigeria).
Shabnam holds a degree in Law from the University of Sheffield, UK. She enjoys works of fiction, walking her dog along the river and has a qualification to teach Ashtanga Yoga.
firstname.lastname@example.orgNicole rejoined Solebury Trout in 2022 from RBC where she was part of the European Corporate Access team. Based in London Nicole originally joined Solebury Trout in 2012 and is a London based consultant. She has many years’ experience in Financial Services with particular focus on the healthcare sector. Nicole worked for the Goldman Sachs Healthcare Investment Research team, as well as for a hedge fund and a HNWI in the energy sector conducting media research. Liaising with healthcare analysts and specialist investors, Nicole focuses on all aspects of conference and non-deal roadshow organization in Europe. She is involved with day-to-day client activities and logistics, investor targeting to schedule meetings, outreach, ad-hoc events such as Capital Markets days, investor tours, conferences such as the 1×1 management access event in San Francisco, new business, and maintenance of the website conference calendar.
Nicole studied Business and Finance at Nottingham Trent University. In her spare time, she loves to travel, read and cook
Julia Deutsch supports the life sciences corporate communications team. She conducts competitive research, drafts press releases and develops social media, website and presentation content.
Julia graduated from Cornell University in 2018 with a B.S. in Nutritional Sciences and a minor in Business. Previously, Julia held an internship position at Pfizer and has worked in numerous scientific labs as an undergraduate.
In her spare time, Julia enjoys traveling, exploring New York City and cooking.
Justin supports the life sciences investor relations team. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development. Justin joined the firm in 2021.
Before joining Solebury Trout, Justin worked at Stonegate Capital Partners, an investor relations firm, where he helped assist companies across all sectors in their investor outreach program, with a particular focus in biotech. Prior to that experience, he was a research assistant in a cerebrovascular research laboratory at Southern Methodist University.
Justin graduated from Liberty University with a B.S. in Exercise Science. In his spare time, Justin enjoys running, hiking, spending time with friends and serving in his community.
Zara is on the life sciences corporate communications team. She specializes in strategy, messaging and media relations.
Before joining Solebury Trout, Zara worked as a journalist and television producer in New York covering science, health and human interest.
Zara earned an M.S. in journalism from the Columbia University Graduate School of Journalism in 2016. She also holds a B.A. in Philosophy from The Ohio State University and a J.D. from Harvard Law School.
Zara is passionate about social media, multimedia storytelling and public health.
Benny provides support for events such as the Solebury Trout Management Access Event in San Francisco and the Hamptons CEO Roundtable. He is one of the product developers behind Solebury Trout’s proprietary event management software system and is responsible for data quality and maintenance. He joined the firm in 2014, when he relocated to the US from Germany.
Prior to his transatlantic move, Benny worked for a German national authorized Apple retailer and as a tennis coach for almost ten years. He studied International Business at Aachen University, the largest technology university in Germany and one of the most renowned in Europe, where he focused on marketing and human resources. In addition to English, Benny is fluent in German and French. In his free time, he enjoys playing soccer, tennis and golf.
email@example.comEmily White joined Solebury Trout in 2021, bringing over six years of experience in life sciences investor relations. Emily is based in the San Francisco office.
Previously, Emily worked in investor relations at BioMarin Pharmaceutical Inc. (NASDAQ: BMRN), a global biotechnology company that develops and commercializes therapeutics for rare genetic diseases. In this role, Emily was an instrumental part of the investor relations team, collaborating closely with senior management and helping to execute a proactive investor relations program. Her responsibilities included engaging with analysts and investors to ensure understanding of BioMarin’s story; developing messaging and marketing materials for investor conferences, road shows, earnings calls, clinical data updates, commercial approval announcements, and R&D Days; and maintaining the investor relations website, calendar, and meeting database.
Emily has a B.A. in Anthropology from the University of California, Davis. In her spare time, she enjoys reading, cooking, and exploring San Francisco.
Jack supports the life sciences investor relations team. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development.
Before joining Solebury Trout, Jack spent the past 3+ years at KPMG in their Consulting practice. His work focused on the Life Sciences industry with clients ranging from Fortune 500 drug manufacturers to boutique specialty pharmacies.
Jack graduated from Syracuse University in 2018 with a B.S. in Finance. In his free time, Jack enjoys traveling, soccer, and the New York Knicks.
Hannah is an Associate on the life sciences corporate communications team. She works with both public and private biotechnology companies throughout all stages of development. She contributes to corporate presentation content, website development projects, scenario planning for clinical data announcements and assists with social media strategy for a range of clients.
Hannah graduated from Cornell University in 2019 with a B.A. in Psychology and minors in Business and French.
In her free time, Hannah enjoys running, visiting museums, and spending time with family and friends.
firstname.lastname@example.orgAnnie O’Regan is an Analyst on the life sciences corporate communication team. She works on media relations and corporate communications for private and public biotechnology companies. Annie joined the firm in June 2022.
Prior to joining Solebury Trout, she interned at Bristol Myers Squibb in their Corporate Affairs Division, working on internal communication, public relations, and social media for the organization.
Annie graduated from Villanova University with a B.A. in Organizational Communication and minors in English and Public Administration.
In her free time, Annie loves to try new coffee shops, travel, and spend time with friends and family.
email@example.comJosh is an analyst supporting the life science investor relations team in New York. He works with both public and private biotechnology companies, focusing on strategy and investor relations throughout all stages of development. He joined the firm in May of 2021.
Concurrently, Josh is pursuing his Master’s degree in Biotechnology from Johns Hopkins, which he will complete in May of 2022. Prior to joining Solebury Trout, he interned at Leading Edge Consultants, a small management consulting firm in Tel Aviv specializing in agricultural technology clients. Josh graduated from Cornell University, receiving a B.S. in Biology, with minors in Business and Plant Science.
At Cornell, Josh was a starting defensive lineman for the sprint football team. In his spare time, Josh enjoys snowboarding, golf, football, and hiking.
firstname.lastname@example.orgSandy supports the life sciences corporate communications team. She works on media relations and corporate communication strategy for a wide range of biotechnology companies. Sandy joined the firm in May 2022.
Prior to joining Solebury Trout, she worked as a clinical assistant for Generation Next Fertility and as a student worker for Pfizer Oncology in their Global Publications Department.
Sandy graduated from Columbia University, receiving a B.S in Biology and Psychology. While at Columbia, Sandy danced for and was the PR director for Columbia Ballet Collaborative and Artistic Director of Columbia Repertory Ballet.
Sandy continues to dance in her free time and loves to read, practice yoga, watch sitcoms, and cook.
Social Media Manager
email@example.comAlexa Lardieri is the Social Media Manager on the Corporate Communications team. She creates and implements social media plans and executes social strategies to raise the profile of Solebury Trout and its clients. Alexa also works with the Communications team to create content and manage social media accounts.
A journalist by training, Alexa spent six years as a reporter and digital producer, covering everything from health care, international affairs, politics, elections and the COVID-19 pandemic. Most recently, she worked at U.S. News & World Report for five years in their rankings and reviews department and on the breaking news beat.
Alexa holds a B.A. in multi-platform journalism from the University of Maryland’s Philip Merrill College of Journalism with a minor in Italian. In her free time she enjoys exploring Central Park with her fiancé and dog, discovering hidden gems in New York and traveling.
Josh is the lead Web Developer for Solebury Trout. With his development and programming expertise and graphic design knowledge, Josh brings client websites to life and ensures that they function on a wide range of devices. Before joining the firm, Josh ran a web design & development company servicing a wide variety of clients from small businesses to large organizations, working with Solebury Trout on a contract basis.
Josh holds a B.A. in Communications Studies with a Studio Art minor from West Chester University and has an A.S. in Interactive Media Design.
In his free time, Josh volunteers as a Scout Leader and enjoys keeping saltwater aquariums, building scale models, and homebrewing. He currently lives in West Chester, PA with his wife and three sons.
Courtney is the Office Coordinator at Solebury Trout and manages the day-to-day organization of the New York office.
Courtney graduated Magna Cum Laude with a B.S in Early Childhood Education from Bloomsburg University. Previously, Courtney worked as a Preschool teacher in Pennsylvania.
In her free time, Courtney enjoys traveling, thrift shopping and all things fashion.