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.

Professionals

Brad Miles

Managing Director,
Co-Head Life Sciences

Brad Miles

Brad Miles

Managing Director,
Co-Head 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.

Bob Ai

Managing Director

Bob Ai

Bob Ai

Managing Director

Bob focuses on Sino-U.S. cross-border banking, strategic consulting services and investor relations. He joined the firm in 2016.

Recent activities include:

  • Arranged and accompanied several trips to China with clients to meet with Chinese strategic and financial investors;
  • Engaged clients on licensing assignment with two completed contracts (vTv’s PDE4 to Newsoara; vTv’s Oral GLP-1 agonist to Huadong Medicine)

Prior to joining the firm, Bob was Managing Director, Senior Biotech Analyst at WallachBeth Capital. Before that, he was the CFO of Aoxing Pharmaceuticals, a NYSE listed Chinese specialty pharmaceutical company. He has also served as Principal in the crossover life science private equity firm Merlin Nexus and was Senior Equity Analyst at asset management firms Bennett Lawrence and Merlin Biomed Group.

Bob received his Ph.D. and MBA degrees from Penn State University and did postdoctoral training at the University of Pennsylvania. He has published eight articles in peer-reviewed scientific journals and also won the prestigious Ray Wu scholarship for outstanding Chinese student to study abroad. Bob holds Series 7, 63, 79, 86, and 87 securities licenses.

Michael Levitan

Managing Director

Michael Levitan

Michael Levitan

Managing Director

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.

Gitanjali Jain Ogawa

Managing Director

Gitanjali Jain Ogawa

Gitanjali Jain Ogawa

Managing Director

Gita combines her diverse scientific background and knowledge of finance to develop strategic investor relations and communication programs for public and private health sciences companies.  She has extensive experience advising senior management on general company strategy at various stages of the corporate lifecycle. This includes messaging and branding, KOL events, crisis management, and assisting with corporate financings.  She has also built deep relationships with investors, analysts and bankers on the West Coast.  Currently, Gita works on a broad portfolio of companies covering various indications to:

  • Advise around major data announcements and subsequent key opinion leader events at medical meetings
  • Increase institutional ownership and equity research coverage through conducting non-deal roadshows and attending relevant investment focused conferences and medical meetings
  • Maintain and update corporate presentation and messaging to ensure clear and compelling investment thesis as a company evolves
  • Educate all relevant stakeholders on clients’ clinical development plans, financial results, business strategies and other key developments while also obtaining feedback on various aspects of the company

Prior to joining the firm in 2004, Gita worked at Medarex, Inc., a monoclonal antibody-focused company, where she helped create a BCL-2 mouse for optimal monoclonal antibody production.  Prior to that, she was a Research Associate at StemCells, Inc. where she worked in the development of neural markers as they related to monoclonal antibody and protein fragments. During that time, she also co-authored a publication in the Journal of Neuroscience Research.

Gita holds a B.A. in Economics from Brown University and a M.S. in Biology from New York University. Her research while at NYU focused on the effects of catalase on hematopoietic progenitors. She also holds Series 7, 79 and 63 securities licenses.

In her spare time, Gita enjoys playing tennis, hiking, and spending time with her husband and three children.

Mike Biega

Senior Vice President

Mike Biega

Mike Biega

Senior Vice President

Mike Biega is a Senior Vice President in the Boston office. Since joining the firm, Mike has worked closely with clients to help them achieve their investor relations goals and provide them with access to Boston’s investment community. He has experience in strategic messaging, product launches, and corporate positioning. He can often be found on the road, accompanying clients to roadshows, and conferences, as well as meeting with new biotech companies across the therapeutic space.

Recent assignments include:

  • Strategic messaging & positioning for Strongbridge Biopharma and Adamas Pharmaceuticals prior to their launch of their first drug
  • Successfully introducing Wilson Therapeutics to a number of US institutional investors, which lead to a financing with top US Biotech Investors.
  • Organizing many Key Opinion Leader (KOL) and R&D events for clients in Boston, New York and San Francisco
  • Messaging and positioning for three commercial stage clients prior to quarterly earnings

Prior to joining the firm in 2016, Mike worked on the equity sales desk at Summer Street Research Partners, a small boutique investment bank that focused exclusively in life sciences. In that role, his core focus was to develop relationships with institutional investors and speak to them about healthcare research with the goal of helping them make investment decisions.

Mike graduated from Harvard University where he played on the Division I hockey team for four years and graduated with a BA in Economics. He holds the Series 7, 63 and 79 securities licenses. In his spare time, Mike enjoys playing hockey and golf, and fishing.

Amy Bonanno

Senior Vice President

Amy Bonanno

Amy Bonanno

Senior Vice President

Amy Bonanno is a Senior Vice President 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.

David Buck

Senior Vice President

David Buck

David Buck

Senior Vice President

David 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.

Alan Lada

Senior Vice President

Alan Lada

Alan Lada

Senior Vice President

Alan works with a wide variety of therapeutics clients, supporting them on roadshows and at conferences.  He arranges and staffs Boston-based road shows across Solebury Trout’s client base. He has particularly deep experience working with oncology companies and has supported a number of M&A transactions. He joined the firm in 2014.

Recent assignments include:

  • Four KOL events surrounding data presentations at major medical conferences
  • Messaging and support surrounding the Pfizer / Protalix Elelyso collaboration
  • Messaging and support surrounding the Bayer / Loxo larotrectinib collaboration
  • Targeting, message improvement and strategy for the TCR2 Series B

Previously, Alan worked at Maxim Bank in New York in their Venture Capital division focusing on private biotech companies.  Alan also spent nearly 10 years in the Army National Guard, on both active duty and on reserve status.  He was honorably discharged as a Staff Sergeant.  Alan received his B.A. in Political Science and Government from Rutgers College and has completed graduate courses at Rutgers Business School. He enjoys spending time with friends and relaxing with a book and a good cigar.

Xuan Yang

Senior Vice President

Xuan Yang

Xuan Yang

Senior Vice President

Xuan has over 10 years of experience in investor relations, investment banking, and equity research. Since joining the firm in 2014, Xuan has led numerous strategic planning, direction, and execution of investor relations and communications programs for private and public life sciences companies focused on oncology and autoimmune, fibrotic, and infectious diseases.  He has worked on various client engagements for private financings, IPOs, Investor & Analyst/R&D Days, earnings preparation, clinical trials data release, regulatory approvals, and product launches. Xuan is also responsible for assisting with corporate access regarding investor outreach and staffing roadshows on the West Coast for the firm’s broader client base.  Xuan is based in the San Francisco office. 

Previous and ongoing assignments include:

  • Completion of a crossover financing, pre-IPO preparation, IPO execution, 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
  • Advised on Phase 3 data release and product launch plans after FDA approval for US based biopharma focused on hematologic and autoimmune diseases, and dual-listed Asia based biopharmaceuticals on their NMPA approvals to treat colorectal cancer and anti-PD-1 mAb to treat various solid tumors
  • Assisted an ex-US listed oncology company on its acquisition and reverse merger onto the Nasdaq, and increased its visibility and US shareholder base overtime

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 services 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.

Casey Stekloff

Vice President, Marketing and Events

Casey Stekloff

Casey Stekloff

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.

Nick Colangelo

Senior Associate

Nick Colangelo

Nick Colangelo

Senior Associate

Nick supports the life sciences investor relations team. He works with both public and private biotechnology companies on corporate strategy and investor relations throughout all stages of development.

Previously, Nick held internship positions with the firm, as well as a summer analyst position for a Healthcare-focused investment banking team at Ladenburg Thalmann.

Nick graduated from the College of the Holy Cross in 2018 with a B.A. in Economics. In his spare time, Nick enjoys playing golf, exploring New York City, and traveling.

Nicole Cox

Senior Associate

Nicole Cox

Nicole Cox

Senior Associate

Nicole has been with Solebury Trout since 2012 and is now a consultant based in London.

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.

Zara Lockshin

Senior Associate

Zara Lockshin

Zara Lockshin

Senior Associate

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.

 

 

Alexandra Roy

Senior Associate

Alexandra Roy

Alexandra Roy

Senior Associate

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.

Benny Soehngen

Senior Associate

Benny Soehngen

Benny Soehngen

Senior Associate

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.

William Windham

Senior Associate

William Windham

William Windham

Senior Associate

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.

Julia Deutsch

Associate

Julia Deutsch

Julia Deutsch

Associate

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 Frantz

Associate

Justin Frantz

Associate

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.

Hannah Gendel

Associate

Hannah Gendel

Hannah Gendel

Associate

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.

Tarneet Madaan

Associate

Tarneet Madaan

Tarneet Madaan

Associate

Aaron Beguelin

Aaron Beguelin

Analyst

Aaron 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. Aaron joined the firm in 2021.

Prior to joining Solebury Trout, he worked for REGENXBIO, a leading clinical stage gene therapy where he worked on communications, social media and in-house investor relations.

Aaron graduated from Hamilton College, receiving B.A. in Biology. While at Hamilton, Aaron was actively involved in the men’s rugby team, as well as being an outdoor orientation leader.

Aaron is a passionate sailor who enjoys weightlifting, cooking, and fishing in his spare time.
Michael Klass

Michael Klass

Analyst

Michael 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. Michael joined the firm in 2021 after interning for Solebury Trout. 

Prior to joining Solebury Trout, he worked for one of the most respected and accomplished dermatologists in the United States where he assisted in improving in-office operations as well as supporting patient care. 

Michael graduated from Tufts University, Magna Cum Laude, in three years where he received a B.A. in International Relations with a concentration in Global Health. He is fluent in Spanish. While at Tufts, Michael was the Director of Hockey Operations for the Men’s Varsity Hockey Team and an active member of the Tufts community. 

Michael is an avid hockey player who enjoys running, spinning, and rowing in his spare time. 

Nick Leone

Analyst

Nick Leone

Nick Leone

Analyst

Nick supports the life sciences investor relations team in the New York office. He works on corporate strategy and investor relations for both public and private biotechnology companies throughout all stages of development. Nick joined the firm in 2021.

Prior to joining Solebury Trout, he interned as a financial analyst at Verition Fund Management, where he collaborated with the Equity Long/Short & Capital Markets team covering the Semiconductors industry.

Nick graduated from Franklin & Marshall College, Magna Cum Laude, where he received a B.A. in Business Organization with a concentration in Finance. While at F&M, Nick played defensive back for the varsity football team, winning the Centennial Conference championship in 2017.

In his free time, Nick enjoys playing pickup sports, reading, working out, and spending time with family and friends.

Josh Rauch

Analyst

Josh Rauch

Josh Rauch

Analyst

Josh 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.

Brittany Correia

Creative Services Manager

Brittany Correia

Brittany Correia

Creative Services Manager

Brittany is the Creative Services Manager for Solebury Trout, providing graphic design, developing event materials, and other creative needs for the entirety of the firm. With deep experience and education in graphic design, branding and marketing, Brittany is also the user interface designer behind Solebury Trout’s proprietary Event Management System. She joined the firm in 2016.

Brittany graduated Magna Cum Laude with a B.S. in merchandising from Marist College, where she also studied Global Studies and Business Administration. Previously, Brittany worked as a Human Resources Associate for Dunkin Donuts corporate office and interned in Sales and Visual Merchandising at both Global Brands Group and Haskell Jewels, respectively.

In her free time, Brittany enjoys hiking, traveling and runs a fashion and lifestyle blog.

Josh Comolli

Web Development

Josh Comolli

Josh Comolli

Web Development

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, homebrewing, and has a black belt in Taekwondo.  He currently lives in West Chester, PA with his wife and three sons.

Courtney Wolfberg

Office Coordinator

Courtney Wolfberg

Courtney Wolfberg

Office Coordinator

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.