AmerX Fuses Execution and Research, Targeting AI & Robotics

NEW YORK, NY – May 05, 2026 – AmerX, a prominent global broker-dealer known for its significant execution presence on the floor of the New York Stock Exchange, today announced a strategic expansion into equity research. The new division is designed to provide institutional clients with an integrated offering that combines data-driven analysis with the firm’s established execution and liquidity capabilities, signaling a significant evolution in its service model.

The initiative launches with the appointment of 20-year industry veteran Casey Ryan as Senior Research Analyst. His initial focus will be on the high-growth technology sectors of physical AI and robotics, a move designed to provide specialized, actionable intelligence in a rapidly advancing market. This launch positions AmerX not just as an executor of trades, but as a source of the insights that drive them.

A Strategic Shift Toward 'Better Insight'

In an era saturated with data, AmerX's move reflects a broader industry trend where institutional clients are demanding more than just information—they are seeking clarity and actionable intelligence. Broker-dealers are increasingly under pressure to evolve beyond pure execution and provide value-added services that help clients navigate complex, fast-moving markets.

"Today's market doesn't reward more information—it rewards better insight," said Fady Tanios, Chief Executive Officer of AmerX, in the official announcement. "Our clients need clarity, and level of service that cuts through the noise. By integrating research with our execution and liquidity capabilities, we're giving clients a real-time, more complete view of market dynamics so they can act with greater precision and confidence."

This sentiment is echoed by market observers who note a growing demand for integrated service providers. Institutional investors are looking to consolidate relationships with firms that can offer a seamless experience from idea generation to trade execution and settlement. By embedding research within its existing framework, AmerX aims to create a powerful feedback loop where market intelligence informs trading strategy and trading dynamics enrich the research itself.

Leveraging the NYSE Floor for a Differentiated Edge

A key pillar of AmerX's new research strategy is its unique physical presence on the floor of the New York Stock Exchange. While many trading operations have become fully electronic and remote, AmerX is leveraging its status as one of the largest executing brokers on the floor to provide what it calls "market color."

The firm plans to pair this qualitative, on-the-ground intelligence with quantitative analysis. This proximity to order flow and real-time trading dynamics is a core part of the value proposition. For example, AmerX provides clients with early access to NYSE imbalance data and unique insights into IPOs and secondary offerings. By connecting its research analysts with the intelligence gathered by its floor brokers, the firm believes it can deliver insights grounded in empirical market behavior that are unavailable to firms relying solely on screen-based data.

This hybrid approach—blending advanced technology with human expertise and direct market access—is intended to give clients a more nuanced understanding of market sentiment, liquidity pockets, and supply-and-demand imbalances that may not be apparent from algorithms alone. It represents a deliberate strategy to turn its long-standing operational advantage in execution into a distinct analytical one.

Pioneering Research in Physical AI and Robotics

Instead of launching a broad, all-encompassing research offering, AmerX is making a targeted bet on a specific high-growth niche: physical AI and robotics. This strategic focus underscores the firm's ambition to provide deep, specialized knowledge rather than competing with the sprawling coverage of bulge-bracket banks.

Leading this charge is the newly appointed Senior Research Analyst, Casey Ryan. "Our goal is to deliver research that is both differentiated and actionable," Ryan stated. "That means focusing on emerging trends that matter to institutional clients looking to drive alpha. Our work is centered on providing fresh, relevant analysis — not summaries of current market positioning. The aim is value, not volume."

The choice of physical AI and robotics is particularly timely. These sectors, encompassing everything from automated manufacturing and logistics to advanced surgical robots and autonomous vehicles, are at the forefront of technological disruption and represent significant, albeit complex, investment opportunities. By dedicating resources to this area, AmerX aims to become a go-to source for institutional investors seeking to understand and capitalize on these transformative trends across both public and private markets.

Building an Integrated Institutional Platform

The launch of the equity research division is the latest step in AmerX's strategy to build a comprehensive, 'full-stack' platform for its institutional clientele. The firm already offers a wide array of services, including direct market access, algorithmic trading, self-clearing and custody, prime brokerage, and securities lending. The addition of research serves as the connective tissue, designed to unify these capabilities into a more cohesive and powerful offering.

Jim Morris, Managing Director and Global Head of Equities at AmerX, emphasized this integrative aspect. "Equity research strengthens the value we deliver to our clients," he said. "It enhances the way they navigate opportunities across public and private markets, backed by our proximity to real–time market information."

For an institutional client, this integration means the potential for a more efficient investment lifecycle. An actionable research report on a robotics company could be followed by a consultation on execution strategy, seamless trade implementation using AmerX's algorithmic suites, and finally, efficient clearing and settlement through its self-clearing infrastructure. By building out this capability, AmerX is not just adding a new service but fundamentally enhancing its core value proposition, positioning itself as a more strategic partner in an increasingly competitive financial landscape.