Steve Wagner
Cape Coral,Florida
Summary
Equity Research Analyst with a passion for uncovering overlooked opportunities in biotech, technology, and special situation equities. At Pierce Capital Research, I’ve led deep-dive valuation work—from rNAV and RDCF models to live dashboards tracking intrinsic value—all aimed at helping investors make smarter, more informed decisions. I’m known for clear, high-impact research, thoughtful risk-reward framing, and a strong ability to translate complex financials into compelling investment narratives. Whether modeling pre-revenue biotech pipelines or assessing turnaround plays, I bring both rigor and intuition to every analysis.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Equity Research Analyst
Pierce Capital Research
Remote, FL
01.2024 - Current
- Conducted in-depth fundamental equity research across small/micro-cap, mid-cap, and special situation stocks, with coverage expanding to select large-cap, and blue-chip companies (across all industries).
- Provided qualitative and quantitative analysis for 20+ companies.
- Specialized in biotech, turnaround stories, aerospace/defense, fintech, and high-growth technology sectors, leveraging deep-dive thesis development and valuation modeling.
- Built and maintained proprietary valuation tools, including Reverse Discounted Cash Flow (RDCF) models for pre-revenue and inflection-stage companies, Risk-adjusted Net Asset Value (rNAV) models for biotech companies in both pre-revenue and commercial stages, and Sum-of-the-Parts (SOTP) models for diversified asset holdings and multi-segment businesses.
- Published 2–3 high-quality research reports per week, including quarterly updates, annual reviews, material event summaries, and special situation arbitrage reports.
- Regularly analyzed earnings transcripts, SEC filings (10-Ks, 8-Ks, DEF-14As), conferences, and clinical trial data to inform investment theses.
- Applied asymmetric risk-reward frameworks and scenario-based forecasting to identify mispriced opportunities.
- Collaborated directly with management teams and investor relations contacts during company-level due diligence, including Q&A CEO interviews.
- Recognized on platforms such as Yahoo Finance, Finviz, Tiger Brokers, MSN, and Insider Monkey,
Real Estate Sales Associate
Evans & Wagner Commercial Group
Fort Myers, FL
01.2019 - 01.2024
- Developed and maintained relationships with clients to understand their requirements for commercial real estate.
- Researched properties conducted site visits, and prepared detailed reports on prospective investments.
- Attended conferences and seminars to stay abreast of changes in the real estate market.
- Negotiated lease contracts, and other related documents.
- Managed the day-to-day operations on all property types, including budgeting, advertising vacancies, collecting rents, responding to tenant complaints, and resolving disputes.
- Advised clients on the financial aspects of buying or selling commercial real estate.
- Conducted a competitive analysis of comparable properties in order to determine pricing strategies.
Education
Certificate - Artificial Intelligence Biotech/Pharma
Massachusetts Institute of Technology Sloan
Cambridge, MA04-2025
Bachelors - Political Science
LaGrange College
La Grange, GA01.2019
Skills
- Risk assessment
- Valuation modeling
- Financial forecasting
- Equity security valuation
- Biotechnology valuation and research
- Micro/small-cap discovery and research
Certification
- Advanced Clinical Research Associate Certification (ACRAC)
- Series 65
- Real Estate Florida (Associates)
Extracurricular Activities
NCAA III Basketball (4yrs)
Websites
Timeline
Equity Research Analyst
Pierce Capital Research
01.2024 - Current
Real Estate Sales Associate
Evans & Wagner Commercial Group
01.2019 - 01.2024
Certificate - Artificial Intelligence Biotech/Pharma
Massachusetts Institute of Technology Sloan
Bachelors - Political Science
LaGrange College
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