Before joining Epoch Partners, Matt worked at Bear, Stearns & Company where he covered Consumer Services Internet companies such as Amazon.com, America Online, buy.com, Excite@Home, and Yahoo. Prior to that, Matt was a research associate at Salomon Smith Barney where his coverage included business and consumer ISPs such as America Online and Verio. Matt earned a Bachelor of Arts in Economics from Cornell University and is a Chartered Financial Analyst (CFA).
Ken covers companies in the wireless data space. Prior to joining Epoch, Ken worked in investment banking at J.P. Morgan, where he focused on consumer Internet companies. Ken also worked in J.P. Morgan's Asset Management Services division. He holds a B.S. in business administration from the University of Southern California and is a Level III candidate in the Chartered Financial Analyst (CFA) program.
Bert covers companies in the broadband and IP data services space. Prior to joining Epoch, he worked in investment banking at Volpe Brown Whelan, where he focused on mergers and acquisitions advisory for companies in the enterprise software and Internet sectors. He received an A.B. with honors in applied mathematics and economics from Harvard College.
Todd covers stocks in the broadband and emerging service provider space. His current coverage includes Akamai Technologies, Exodus Communications, Equinix Communications, InterNAP, Loudcloud, Level 3 Communications, StorageNetworks and 360Networks. Prior to joining Epoch, Todd worked as an associate in the Equity Research department of J.P. Morgan, where he covered broadband and IP data service companies. Prior to J.P. Morgan, Todd worked as research analyst at Franklin-Templeton, where he covered high-yield debt securities. Todd attended both Oxford University and the University of California at Berkeley, where he received a Bachelor of Arts.
John is an Associate Analyst in the equity research division, specializing in the communications technology sector with particular focus on fiber-optic component, module, and subsystem manufacturers. Prior to Epoch, he was employed by Gruntal & Co. L.L.C. Before that, he was employed by Andersen Consulting and CW & Partners, a research firm in Frankfurt, Germany. John holds a B.S. in electrical engineering and a M.S. in engineering-economic systems, both from Stanford University. He is a Chartered Financial Analyst (CFA) and a member of the New York Society of Security Analysts.
Mark covers the communications technology sector, with a particular focus on fiber-optic component, module, and subsystem manufacturers. He built expertise in high technology emerging growth companies while at Gruntal & Co., L.L.C. where he provided research coverage on several leading communications equipment companies, including Lucent Technologies and Nortel Networks. His work on the fiber-optic industry and covered companies such as SDL, JDS Uniphase, and Corning has been published extensively. Mark's industry experience includes work as a data quality assurance engineer for an aerospace division of General Motors Corporation, senior data validity engineer and instrumentation engineer for Allied Signal Corporation, and power production engineer for Pacific Gas and Electric. Mark graduated from Arizona State University with a B.S. in Mechanical Engineering, an M.B.A. at the University of Phoenix and an M.S. in Economics at the London School of Economics and Political Science.
Mark focuses on covering the stocks of emerging broadband and IP data service companies. Prior to joining the company this year, Mark was a Senior Research Analyst in the Equity Research Department of J.P. Morgan. During his tenure as a research analyst, he covered the stocks of, or was involved in financings for, companies such as Akamai, Covad, Exodus, USinternetworking, Qwest, Rhythms NetConnections, Verio, Network Access Solutions. Prior to joining J.P. Morgan, Mark was a research analyst at Hambrecht and Quist. Mark's industry experience was gained as a founder of the telecom market consulting firm TeleChoice, Inc., where he held various positions from 1989-1996. Mark has a B.A. from Brandeis University.
Adam covers companies in the Internet and New Media spaces. Prior to joining Epoch, Adam earned an M.B.A. at the MIT Sloan School with a focus in finance. Adam previously worked in equity derivatives at Salomon Brothers where he was responsible for analysis of the firm's U.S. and Latin America equity trading books. Adam received a B.S. in Economics from the Wharton School of the University of Pennsylvania.
Richard is a member of the communication equipment systems team. Prior to joining Epoch, Richard was a competitive pricing analyst at Carparts.com. Richard holds a bachelor degree in business economics and a minor in accounting from the University of California at Los Angeles.
Ashwin works on the Communications Equipment -- Systems team covering such companies as Cisco Systems, Nortel Networks, Juniper Networks, Ciena Corporation, and Foundry Networks. Prior to joining Epoch, Ashwin was an investment banker at Merrill Lynch in its Technology Mergers & Acquisitions practice. Some of his clients included Cisco Systems, Hewlett Packard, LSI Logic, OpenTV, and CheckFree Holdings. Ashwin holds dual bachelor's degrees in Economics and Government from Claremont McKenna College.
Jenny works on the Wireless Communications Services team. Jenny was an investment banker at Epoch Partners covering the wireless space. Prior to joining Epoch, Jenny was an investment banker at Credit Suisse First Boston. Some of her clients included Loudcloud, MetLife, and numerous private technology companies. Jenny holds a bachelor's degree in Business Administration from University of California at Berkeley.
Richard works on the Communications Equipment -- Systems team, covering 13 companies, including Cisco, Lucent and Nortel. Prior to joining Epoch Partners, he covered various communications equipment and services companies with John G. Kinnard & Co. Richard has an extensive professional and academic technical background. He worked for four years developing operating systems at IBM Corporation and for a short stint at Pacific Bell developing systems to comply with the Telecom Act of 1996. He holds a B.S. in Computer & Electrical Engineering from Purdue University and an MBA from the University of Minnesota.
Seth joins Epoch Partners with a background as an industry consultant and financial analyst. He began his career at the Gartner Group, where he concentrated on the networking and wireless industries, focusing on TCP/IP, Frame Relay, ATM, wireless data, and broadband infrastructure. As a buyside analyst at Soundview Asset Management, Seth continued to focus exclusively on the telecommunications and networking industries. Seth served as a Vice President and Managing Director of C.E. Unterberg Towbin, where he led the Broadband Communications group. His current coverage universe includes Avici (AVCI), Ceragon (CRNT), Ciena (CIEN), Cisco (CSCO), Corvis (CORV), Floware (FLRE), Foundry (FDRY), Lucent (LU), Netro (NTRO), Nortel (NT), Sycamore (SCMR), and UT Starcom (UTSI). Seth received his A.B. from Stanford University.
David Trainer covers the Customer Relationship Management Software Industry. Prior to Epoch, he covered brokers, asset managers and specialty finance companies at Credit Suisse First Boston. David was part of CSFB's Equity Investment Strategy team and spearheaded the development of CSFB's value-based research project, known s CSFBEdge. Before joining CSFB in September 1996, David was an executive compensation consultant with Arthur Andersen. David earned his B.S. in International Business from Trinity University in San Antonio, Texas.
Mark covers eBusiness Applications for Epoch Partners and brings over 15 years of information technology experience to Epoch. Before joining the Epoch team he was a senior research analyst at US Bancorp Piper Jaffray, where his coverage included Oracle, Commerce One, Project Software, Niku, and Matrix One. Mark's valuable technology and business expertise comes from over seven years at Deloitte Consulting Group, where he left as senior manager in information technology consulting. At Deloitte, he was a member of the Center for Information Management Studies where he wrote and presented on advances in technology. He led technology projects at large global organizations using his expertise in both technology and packaged software implementation. Mark's background also includes a stint at a "Brick and Mortar" start-up company in Minneapolis. He received a Bachelor of Arts degree in accounting and computer science from the College of St. Thomas, St. Paul, Minnesota. He also completed the Mini Masters in Computer Science program at the University of St. Thomas, Minneapolis, Minnesota.