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.
|AAXN||Axon Enterprise Inc.||Technology|
|DSPG||DSP Group 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.
|APYX||Apyx Medical Corporation||Health Care|
|BIOL||BIOLASE, Inc.||Health Care|
|CEMI||Chembio Diagnostics Inc.||Health Care|
|CHEK||Check-Cap Ltd.||Health Care|
|DMAC||DiaMedica Therapeutics Inc.||Health Care|
|ELMD||Electromed, Inc.||Health Care|
|EXAS||Exact Sciences Corporation||Health Care|
|EYES||Second Sight Medical Products||Health Care|
|INSP||Inspire Medical Systems, Inc.||Health Care|
|MOTS||Motus GI Holdings, Inc.||Health Care|
|NDRA||ENDRA Life Sciences Inc.||Health Care|
|SENS||Senseonics Holdings, Inc.||Health Care|
|SIEN||Sientra, Inc.||Health Care|
|SMLR||Semler Scientific, Inc.||Health Care|
|TCMD||Tactile Systems Technology, 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|
|QUOT||Quotient Technology Inc.||Consumer Discretionary|
|SEAC||SeaChange International, Inc.||Software|
|UEIC||Universal Electronics Inc.||Software|
|UTI||Universal Technical Institute Inc.||Education Services|
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|
|BEAT||BioTelemetry, Inc.||Health Care|
|CATS||Catasys, Inc.||Health Care|
|CPSI||Computer Programs & Systems, Inc.||Health Care|
|CSLT||Castlight Health, Inc.||Health Care|
|ICAD||iCAD, Inc.||Health Care|
|IRTC||iRhythm Technologies, Inc.||Health Care|
|MDRX||Allscripts Health Care Solutions, Inc.||Health Care|
|MODN||Model N, Inc.||Software|
|MTBC||MTBC, Inc.||Health Care|
|NXGN||NextGen Healthcare||Health Care|
|OMCL||Omnicell, Inc.||Health Care|
|RCM||R1 RCM 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|
|SDPI||Superior Drilling Products, Inc.||Industrial|
|SOTK||Sono-Tek Corporation||Special Situations|
|UCTT||Ultra Clean Technology, Inc.||Technology|
|WLMS||Williams Industrial Services Group, Inc.||Special Situations|
Michael Shlisky serves as a Senior Research Analyst at Dougherty & Company, covering the Industrial and Consumer sectors. His coverage focuses on Machinery, Diversified Industrial, Consumer Durables, and Consumer Discretionary stocks. Prior to joining Dougherty in 2019, he was a Managing Director and Senior Equity Research Analyst at Seaport Global, where he covered Machinery, Engineering & Construction, and Durables. Prior to that, he had junior and senior coverage at J.P. Morgan on the Machinery & Agribusiness team. He has also worked at RBC Capital Markets on the Diversified Industrials team as well as Oppenheimer & Company on the Hardlines Retail team. He was ranked #1 in his sector for earnings accuracy by Thomson Reuters/StarMine in 2016. Before his Wall Street career, Mr. Shlisky worked at the National Football League, where he was responsible for finance and accounting in the Consumer Products group, as well as helping manage the League’s portfolio of investments.
Mr. Shlisky earned a Bachelor of Science degree from the NYU/Stern School of Business, as well as a Master of Business Administration degree from Duke University. He also possesses the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute.
|ALTG||Alta Equipment Group Inc.||Industrial|
|CVGI||Commercial Vehicle Group||Industrial|
|TTC||The Toro Company||Industrial|
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.
|CYBR||Cyberark Software Ltd||Technology|
|FFIV||F5 Networks, Inc.||Technology|
|PANW||Palo Alto Networks, Inc.||Technology|
|TUFN||Tufin Software Technologies Ltd.||Software|
|VG||Vonage Holdings Corp.||Software|