Taz Koujalgi is an Equity Research Analyst covering the Enterprise Software sector, including cybersecurity, infrastructure, data/analytics and communications. Prior to joining Wedbush in 2022, Taz served as Director of Software Equity Research at Guggenheim Partners as an integral part of the firm’s software coverage team. He has been covering the software sector, on the sell-side and buy-side for more than a dozen years, starting in equity research with FTN Equity Capital following the enterprise software space before moving to Deutsche Bank and Aurmedis Global Investors with his coverage of software and technology respectively. His deep understanding of the software space is rooted in his engineering background and early career in technology and programming at Wipro Technologies, Taos (an IBM company), and Merrill Lynch before transitioning to the sell-side research.

Taz received his Bachelor’s degree in Electronics Engineering from DYP College of Engineering in India, and his MBA in Finance from
New Your University’s Stern School of business.

Andreas Argyrides has covered the emerging pharmaceutical sector at Wedbush PacGrow since 2020. During this tenure, Andreas delved into a wide range of therapeutic technologies and disease areas including novel platform delivery technologies within eye, liver and lung diseases, traditional small molecules for metabolic and endocrine diseases and gene therapy for rare genomic diseases. His decade-plus experience in various roles across the healthcare industry from venture capital and investment banking to trading and equity research on the buyside gives him an integrated perspective with deep industry and scientific insight.

Andreas received his B.A. in History and Economics with honors from New York University.

As Wedbush Financial Advisors, we are dedicated to serving our clients and the community. We believe our clients come first and work to help protect their financial success. With many years of experience in the securities industry, we are committed to using our experience and knowledge to educate clients to help them make informed investment decisions.

We also develop personalized investment strategies, to assist our clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), we will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.

Contact us for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.

PUBLICATIONS

Introduction

D&I Panel

Being a Mom Boss

Gerald Pascarelli, CFA® is an Equity Research Analyst covering the beverages sector. Prior to joining Wedbush, Gerald served as VP
of Equity Research at Cowen, Inc., where he covered both the alcoholic and non-alcoholic beverage sectors for eight years and was also an integral part of the firm’s coverage launch into the cannabis sector in 2016. In his previous role Gerald contributed to several research whitepapers and cross-category consumer reports, focused on market sizing, consumer demographics and cannabis’ impact on alcoholic beverages. He has made numerous public speaking appearances, including The National Conference of State Liquor Administrators and Bar Convent Brooklyn, as well as the CWCBExpo. Prior to Cowen, Gerald spent eight years at Kingdon Capital Management, a New York-based hedge fund.
Gerald received his Bachelor’s degree in Business Administration with a concentration in Finance from the State University of New York, at Albany. He is also a CFA® charterholder.

Because he views business as an extension of human character, David holds each client’s values, needs and goals as unique. His business philosophy stems from understanding, as he believes that his role as an advisor is to help clients navigate their personal opportunities, changes and challenges and create a strategic wealth plan that reflects what is important to them.

With an extensive 30+ year background in finance, David is part of the ever-growing Pasadena office. Prior to joining Wedbush in 2022, David served as Senior Vice President at Hilltop Securities, where he was an active member of Hilltop Securities’ Leadership Council. He spent 12 years with M.L. Stern as Vice President and head of their Retirement Department. When the firm merged with Southwest Securities in 2008, David served seven years as Senior Vice President and was a member of their President’s Council. He also worked for T. Rowe Price for four years in their Retirement Plans Group to start off his financial career. His experience with retirees from a wide array of professions and careers provides David with a rare ability to find solutions to protect, provide and transfer wealth efficiently. Further, David brings with him knowledge of retirement plans and planning a study that allows him to achieve expertise in tax-qualified accounts such as 401ks, IRAs, and profit-sharing plans.

David is originally from Huntsville, Alabama, but currently splits his time between his two favorite places in the United States: Los Angeles and Las Vegas. His Alabama roots shaped him into an avid SEC football fan, while his 30 years in Southern California did much to establish a foundation for his financial career. In Las Vegas, he is an active board member of the GiveNV Charitable Foundation, focusing on helping the local community, and enjoys the active lifestyle that both Las Vegas and Los Angeles provide.