Great minds think a lot.

Products + Services

Verus has a 23-year track record of delivering innovative data-intensive products on many platforms for global financial market partners and clients. We are uniquely positioned to help global partners because of our innovative experienced people, proven disciplined processes, enormous data warehouse, and 24-7 virtual production environment.

Verus advantage

About Us

Verus Analytics was founded in 1996. Our founders are world-renowned academicians, who have published in leading finance, economic, and accounting academic journals. Their academic work provides the starting point for many of Verus' alpha-generating quantitative factors.


Verus Analytics was the development arm and intellectual property engine for the Lancer Analytics partnership with Primark/Disclosure and internet company ScoreLab, both acquired by Refinitiv in 2001. Today, Verus supports a variety of products directly for institutional investment management firms and for wealth management clients of Refinitiv (formerly the Financial and Risk division of Refinitiv). Verus also developed and supports a number of other intelligent multi-factor models, all of which are differentiated by their exceptional performance and uninterrupted track records. These include the multi-year award winning Company-in-Context Report offered by Fidelity Investments, and StockScouter® offered by FreeRealTime.com, arguably the most robust and best performing retail stock rating system of the past two decades. Verus has also leveraged its impressive model building capability to co-develop and support the ICE/NYSE Pure Exposure Index family.

Carr Bettis

Carr Bettis

Co-Founder & Chairman

Dr. Bettis has business oversight responsibility as Verus' chairman. As chief scientist, he oversees Verus' research on existing products and evolving areas of thought leadership. He is a former tenured professor and a serial and successful entrepreneur with significant management, business, and government experience. He is a well-recognized expert on corporate executive behavior, option valuation, and earnings management. Dr. Bettis holds a clinical position as associate research professor of finance at the W.P. Carey School of Business at Arizona State University. His pioneering work has been published in prestigious academic journals, such as the Journal of Financial Economics and the Journal of Financial and Quantitative Analysis, as well as other widely read journals, such as Abacus and the Financial Analyst Journal. He holds finance and accounting undergraduate degrees and earned a Ph.D. from Indiana University in 1992.

Carr Bettis

Thomas Barrett, CFA

President & CEO

Mr. Barrett manages partner relationships and day-to-day operations, and oversees the testing, development, and implementation of investment strategies for our clients and partners. He has over 20 years of investment management and analytical research experience, having served as a portfolio manager at MFS Investment Management and at Sirios Capital Management, where he was a principal and sector head. Prior to his portfolio management experience, he was a research analyst at both The Boston Company and at MFS Investment Management. Earlier in his career, Tom served as Director of Finance for Arthur Andersen's Southern California Tax Practice. Tom is an avid investor, serves on several advisory boards, and is a guest lecturer at ASU's WP Carey School of Business. He received his CFA Charter in 1997, a Master's in Management from the Kellogg School of Management, Northwestern University in 1994, and a BA in Economics from UCLA in 1988.

Emmelin Cardella

Emmelin Cardella

Manager

Data Analytics

Ms. Cardella is a 18-year veteran of Verus Analytics. Over that period, she has been deeply involved in building, testing and supporting all of the Verus-branded quantitative models. Emmelin has rich domain knowledge in the statistical analysis of fundamental factors, valuation, and executive behavior (i.e., insider transactions), the latter of which is critical in our support of Refinitiv. She has extensive experience in portfolio construction and design, having worked with several key institutional partners of Verus over the years. Emmelin is an expert in assessing and analyzing large data sets, with advanced skills in SAS and SQL. She received a Master of Economics degree in 2001 and a BS in Economics in 2000, both from Arizona State University.

JoAnn Lemm

JoAnn Lemm

Director

Software Engineering

Ms. Lemm and her highly credentialed team are responsible for software design and architecture, code development, database administration and QA and QC for all client-facing websites and backend processes that support all products of Verus and of numerous strategic partners such as Refinitiv, Credit Suisse (AG) and Microsoft Corporation. She brings with her over 25 years of experience as a technology manager, software engineer, and systems design architect. Ms. Lemm is a Sun Java Certified Professional who holds a Master's degree in Computer Science & Software Engineering (1995) from Colorado Technical University and an undergraduate degree in Computer Engineering from Wright State University (1985).

Robert Gawne

Director

Operations

Mr. Gawne is responsible for technology operations and support overseeing our large virtual and redundant fiber channel network, computer technology and help desk. Mr. Gawne holds a SNIA certified Storage certificate as well as Comp TIA A+, Net+ and Security + certificates. Mr. Gawne also holds a volunteer leadership position for the local VMware User Group.

 

Contact Us

Mailing Address

  • Verus Analytics
  • 16211 N. Scottsdale Rd. #A6A-601
  • Scottsdale, Arizona USA 85254

Telephone

  • Telephone
  • 480.302.4333
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Fax

  • Fax
  • 480.302.4334
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Product Information

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