Charles Anderson serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. He covers the mobile computing industry with a focus on supply chain, components and software applications. He has been with Dougherty & Company since 2007 and his research experience includes location-based services and intelligence, reconnaissance and surveillance (ISR) companies. Prior to joining Dougherty & Company, he was a business journalist covering the technology, telecommunication and utilities sectors.
Mr. Anderson earned a Bachelor’s of Journalism Degree from the University of Missouri - Columbia.
|CY||Cypress Semiconductor Corp.||Technology|
|DSPG||DSP Group Inc.||Technology|
|IDTI||Integrated Device Technology Inc.||Technology|
Kyle Bauser serves as Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. He covers the life sciences sector with a focus on medical supplies and devices. Prior to joining Dougherty & Company in July 2018, he worked within corporate development and marketing at Teleflex (formerly Vascular Solutions) and within the medical device consulting practice at Navigant Consulting. Kyle began his career in the medical device equity research team at Piper Jaffray where he provided research on small to large cap names as well as support for secondary offerings & IPOs.
Kyle earned a Ph.D. in economics from the City University of New York and a B.A. from Colorado College where he studied mathematical economics and pre-med.
|BVX||Bovie Medical Corp.||Health Care|
|HEMA||HemaCare Corporation||Health Care|
|MOTS||Motus GI Holdings, Inc.||Health Care|
|SENS||Sensonics Holdings, Inc.||Health Care|
|SIEN||Sientra, Inc.||Health Care|
|SMLR||Semler Scientific, Inc.||Health Care|
|TNDM||Tandem Diabetes Care Inc.||Health Care|
Steven Frankel serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. He covers the digital media sector and has more than 25 years of sell-side experience covering a wide range of technology companies. Prior to joining Dougherty & Company in 2010, he served as Director of Research at Adams, Harkness and Hill, and Brigantine Advisors. He has been named a Wall Street Journal All-Star as the number one Internet analyst and number two in overall stock picking, as well as a top stock picker in the software space by Starmine.
Mr. Frankel earned a Bachelor’s of Arts Degree in Economics from the University of Wisconsin-Madison. He later earned a Master’s of Business Administration Degree in Finance and Investments from the same institution.
|DLB||Dolby Laboratories Common Stock||Software|
|P||Pandora Media, Inc.||Software|
|QUOT||Quotient Technology Inc.||Consumer Discretionary|
|SEAC||SeaChange International, Inc.||Software|
|TYPE||Monotype Imaging Holdings Inc.||Software|
|UEIC||Universal Electronics Inc.||Software|
Jeremy Hamblin serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. He covers the consumer discretionary sector with a focus on specialty retail and restaurants. Prior to joining Dougherty & Company, he worked for six years as a buy-side analyst and one year as a portfolio manager, most recently at Forefront Capital. On the buy-side, Mr. Hamblin invested in a long/short equity structure primarily in the consumer sectors, with a specialty in retail and restaurants. In addition to Forefront Capital, Mr. Hamblin serves as an analyst at both Crown Advisors and Seamark Capital. Prior to working on the buy-side, he was a senior associate at Morgan Stanley Investment Management and began his career in public accounting as a senior associate at PricewaterhouseCoopers.
Mr. Hamblin earned a Bachelor’s Degree of Science in Business Administration with a major in Accounting from Bucknell University. He earned a Master’s of Business Administration degree from Duke University’s Fuqua School of Business. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (inactive).
|AAXN||Axon Enterprise Inc.||Technology|
|CBK||Christopher & Banks Corp.||Consumer Discretionary|
|ETH||Ethan Allen Interiors Inc.||Consumer Discretionary|
|FIVE||Five Below, Inc.||Consumer Discretionary|
|GTIM||Good Times Restaurants Inc.||Consumer Discretionary|
|LBY||Libbey Inc.||Consumer Discretionary|
|SAUC||Diversified Restaurant Holdings, Inc.||Consumer Discretionary|
|SSTI||Shot Spotter, Inc.||Technology|
|TACO||Del Taco Restaurants Inc.||Consumer Discretionary|
|TAST||Carrol's Restaurant Group||Consumer Discretionary|
Eugene (Gene) Mannheimer serves as Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. He covers the healthcare services sector and has 15 years of sell-side experience covering a wide range of healthcare IT, med tech and services companies. Prior to joining Dougherty in 2016, he held senior positions at Topeka Capital Markets, B. Riley, ThinkEquity, Auriga, Caris & Roth. He was named the #1 Software analyst by the Wall Street Journal in 2004 and the top stock picker in Healthcare Technology by Thomson Reuters in 2016, having been selected among the top 3 for two of the last three years. Previously, Mr. Mannheimer spent ten years in the health IT industry in a variety of sales and marketing roles at HBOC (acquired by McKesson), Quadramed, and CareFusion/Pyxis Corp. (acquired by Becton Dickinson).
Mr. Mannheimer earned Bachelor of Science and Bachelor of Applied Science degrees from the University of Pennsylvania's dual program in Management and Technology through Wharton/Engineering, and a Master of Business Administration from the University of Southern California. He holds the Series 7, 63, 86 and 87 designations.
|AMEH||Apollo Medical Holdings||Health Care|
|ATHN||athenahealth, Inc.||Health Care|
|BEAT||BioTelemetry, Inc.||Health Care|
|CPSI||Computer Programs & Systems, Inc.||Health Care|
|CSLT||Castlight Health, Inc.||Health Care|
|FCHS||First Choice Healthcare Solutions, Inc.||Health Care|
|IRTC||iRhythm Technologies, Inc.||Health Care|
|MDRX||Allscripts Health Care Solutions, Inc.||Health Care|
|MDSO||Medidata Solutions, Inc.||Software|
|MODN||Model N, Inc.||Software|
|NXGN||NextGen Healthcare||Health Care|
|OMCL||Omnicell, Inc.||Health Care|
|VCRA||Vocera Communications, Inc.||Health Care|
Richard Ryan serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. His research coverage includes small-cap companies across several industry sectors including defense and satellite communications, energy-related infrastructure, display and media and general industrial. He joined Dougherty in 2008 and has been an analyst for over 20 years. His other work experience includes managing a precious metals mutual fund and working for a public gold company with responsibility for a variety of treasury and investor relations functions.
Mr. Ryan earned a Bachelor’s of Arts Degree in Business from the University of St. Thomas. He earned a Master’s of Business Administration Degree from the University of Minnesota.
|AMOT||Allied Motion Technologies Inc.||Industrial|
|CYBE||CyberOptics Corporation||Semiconductors & Semiconductor Equipment|
|RTEC||Rudolph Technologies Inc.||Technology|
|UCTT||Ultra Clean Technology, Inc.||Technology|
Catharine Trebnick serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. Her coverage focuses on Data and IP Networking. Prior to joining Dougherty in January 2014, Ms. Trebnick was a Senior Technology Research Analyst specializing in the IP Networking/ Information Security sector. She began the Wall Street segment of her career as a Sr. Research Analyst at Avian Securities in 2008. Catharine’s expertise stems from her understanding of the communications industry, accumulated through 15 years of success as a senior-level business development and product management executive for industry icons Time Warner Telecom, ICG Communications, Lucent Technologies, and AT&T. Her channel development role with over 100 partners, including EMC, Cisco, Juniper and Ciena, adds a point of view on the telecom supply chain that is unique among her peers. In 2010, 2011 and 2012 Catharine was ranked in the top 10 of the 58 communication analysts for return to investors in StarMine.
Ms. Trebnick earned a Bachelor’s of Science Degree in Chemical Engineering from University of Maryland. She also earned a Master’s in Business Administration from the University of Chicago.
|ATEN||A10 Networks, Inc.||Technology|
|AXTI||AXT, Inc.||Semiconductors & Semiconductor Equipment|
|CYBR||Cyberark Software Ltd||Technology|
|FFIV||F5 Networks, Inc.||Technology|
|HIVE||Aerohive Networks, Inc.||Technology|
|LPTH||LightPath Technologies, Inc.||Technology|
|PANW||Palo Alto Networks, Inc.||Technology|
|VG||Vonage Holdings Corp.||Software|