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|
|TSLA||Tesla Motors Inc.||Industrial|
Jon Fisher serves as Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. He covers the industrial and industrial technology sectors. Prior to joining Dougherty & Company, he worked for two years as a buy-side analyst at Rail-Splitter Capital. On the buy-side, Mr. Fisher managed a long/short equity structure focusing in the industrial and financial sectors. Prior to Rail-Splitter Capital, Mr. Fisher served as a buy-side portfolio manager and equity analyst for Fifth Third Asset Management from 2000 thru 2013 and a portfolio manager for PNC Bank from 1993 thru 1999.
Mr. Fisher earned a BBA with a major in Finance from The University of Iowa. He earned an MBA from The University of Chicago GSB. He is also a Chartered Financial Analyst (CFA).
|ASTE||Astec Industries, Inc.||Industrial|
|DRNE||Drone Aviation Holding Corp.||Industrial|
|PRLB||Proto Labs, Inc.||Industrial|
|TRMB||Trimble Navigation Ltd||Industrial|
|TTC||The Toro Company||Industrial|
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|
|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).
|BBW||Build-A-Bear Workshop||Consumer Discretionary|
|BWLD||Buffalo Wild Wings, Inc.||Consumer Discretionary|
|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|
|TACO||Del Taco Restaurants Inc.||Consumer Discretionary|
|TASR||TASER International, Inc.||Technology|
|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.
|ATHN||athenahealth, Inc.||Health Care|
|BEAT||BioTelemetry, Inc.||Health Care|
|CPSI||Computer Programs & Systems, Inc.||Health Care|
|MDRX||Allscripts Health Care Solutions, Inc.||Health Care|
|OMCL||Omnicell, Inc.||Health Care|
|QSII||Quality Systems, Inc.||Health Care|
|VCRA||Vocera Communications, Inc.||Health Care|
Robert Mattson serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. His coverage focuses on software and software based service companies. Prior joining Dougherty & Company, he worked as an Investment Manager at Aberdeen Asset Management on the North American Equity Desk. There, he was part of a team that conducted equity research and managed several billion dollars of portfolios across market capitalizations. Prior to Aberdeen, Mr. Mattson worked as an Equity Research Analyst for Gartmore Global Investments that was acquired by Aberdeen Asset Management. At Gartmore, Mr. Mattson focused his equity research on software and IT service companies across market capitalizations and mandates. Prior to Gartmore, Mr. Mattson was a Director, Senior Equity Analyst at Janney Montgomery Scott where he covered the business intelligence software space. Mr. Mattson also held research positions at The World Bank and The National Restaurant Association.
Mr. Mattson earned an MBA and MS in Finance from the University of Maryland’s Robert H. Smith School of Business. He earned a Bachelor of Arts in History from the University of Maryland College Park.
Joseph Maxa serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company. His coverage focuses on small- to mid-cap technology and industrial companies with emphasis on energy technologies and manufacturing companies. Prior to joining Dougherty & Company in 2000, he worked in industry in engineering and operations roles, most recently as Engineering Supervisor at Donaldson Company, Inc.
Mr. Maxa earned a Bachelor’s of Science Degree in Engineering from the University of Minnesota. He earned a Master’s of Business Administration Degree from the University of St. Thomas. He also holds a Professional Engineering License.
|AEIS||Advanced Energy Industries, Inc.||Energy|
|AXTI||AXT, Inc.||Semiconductors & Semiconductor Equipment|
|CUI||CUI Global, Inc.||Industrial|
|IPGP||IPG Photonics, Corporation||Industrial|
|LPTH||LightPath Technologies, Inc.||Technology|
|QUOT||Quotient Technology Inc.||Consumer Discretionary|
|SALE||RetailMeNot, Inc.||Consumer Discretionary|
|VDSI||Vasco Data Security International||Software|
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|
|ENT||Global Eagle Entertainment, Inc.||Industrial|
|MKSI||MKS Instruments, Inc.||Technology|
|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|
|CYBR||Cyberark Software Ltd||Technology|
|FFIV||F5 Networks, Inc.||Technology|
|HIVE||Aerohive Networks, Inc.||Technology|
|PANW||Palo Alto Networks, Inc.||Technology|
|VG||Vonage Holdings Corp.||Software|