Our

Human Touch

Lium’s research process starts with data science, advanced modeling, and machine learning software. But that’s just the beginning. We believe human touch is essential to synthesize quantitative models into impactful research. 

Our team of experienced market researchers is the key to elevating massive datasets into actionable insights that decision-makers need, can trust, and can’t find anywhere else.

Proven Track Record

Veteran Leadership

Daniel Cruise

Partner
Daniel Cruise has 15+ years of energy finance experience working in both buyside and sellside equity analyst roles. He founded Coras Research, a leading independent oilfield service data firm, prior to co-founding Lium Research.

Daniel has also held research analyst positions at Jefferies, Evercore-ISI, and Wells Fargo Securities. He attended Texas A&M University, graduating with degrees in both accounting and finance.
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Joseph Triepke

Partner
Joseph Triepke has worked in diverse energy finance roles for 15+ years. As a publishing Wall Street analyst, he covered the oilfield for Jefferies, JP Morgan, and Guggenheim. He then joined a large hedge fund, helping run an energy book.

After leaving Wall Street, Joseph built the most widely read market intel platform in the frac supply chain, Infill Thinking, which he continues to manage. He graduated from UT Austin with a degree in finance. 
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Comprised of intelligence gatherers, data alchemists, thinkers, and energy finance professionals, the Lium team invests the time to engage with our subject matter. We strive to think like our clients so we can tailor business intelligence solutions to their needs. Knowledge gathered by our people in the field constantly improves our data. Our team combines human touch with big data tools, delivering fresh research to institutional users across the energy and industrials value chain.

The A-Team

David Cheng

Director Of Finance
David manages operations and finance for Lium and helps to streamline and optimize research processes.

David has worked in equity research for 7 years in the oilfield service space for Jefferies, Evercore ISI, Wells Fargo and Coras Research. Prior to equity research, he has worked in auditing roles at UHY and Camden Property Trust. David graduated from the University of Houston with a degree in Accounting and is an actively licensed CPA.

Taylor Jacobs

Research Analyst
Taylor has experience in asset management, equity research, and data analysis. Prior to joining LIUM, he worked in various analyst roles at P&N, the Burkenroad Reports, and the New Orleans Pelicans. Taylor spent his undergraduate and graduate years at Tulane University, finishing with a Master's degree in Business Analytics '20, and a B.A. in Public Relations '18, with minors in Economics and Real Estate Development.

Rossi Manchev

Account Manager
Rossi manages member accounts, provides world class customer service to Lium clients, and help keeps our members in the flow of our research.