David Styblo, Cfa
About David Styblo, Cfa
David Styblo is the Senior Vice President of Equity Research at Jefferies, specializing in managed care, healthcare services, and P&C brokers. He has over a decade of experience providing investment recommendations and has previously worked at JPMorgan, Bear Stearns, and Mars & Co.
Title
David Styblo is the Senior Vice President Equity Research at Jefferies, focusing on sectors including Managed Care, Healthcare Services, and P&C Brokers.
Company
David Styblo has been with Jefferies since 2010, serving as the Senior Vice President Equity Research. At Jefferies, he specializes in providing investment recommendations to institutional investors, particularly in the managed care, healthcare services, and P&C brokers sectors.
Education and Expertise
David Styblo earned his BS in Commerce with a focus on Finance and Management, and a Minor in Japanese, from the University of Virginia in 2000. Leveraging his education, he has developed a deep expertise in company valuation analysis within the healthcare sector, along with a specialization in financial forecast models and industry analysis.
Professional Background
Prior to Jefferies, David Styblo gained extensive experience across multiple roles. He worked as an Equity Research Associate (Telecom) at JPMorgan from 2007 to 2008 and at Bear Stearns as an Equity Research Associate (Life Insurance) from 2005 to 2007. He also served as an Investor Relations Associate at JPMorgan Partners from 2003 to 2005 and as a Strategy Consulting Associate at Mars & Co from 2000 to 2003.
Industry Specialization
David Styblo specializes in covering major companies in the managed care sector, such as UNH, CI, and ANTM, as well as in the P&C brokers sector with companies like AON, MMC, and WLTW. His work involves engaging in discussions with management teams and utilizing financial forecast models to identify potential investment catalysts.