Technology Research Analysts
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Verticle Software & FinTech
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| Company | Ticker |
|---|---|
| Acadia Realty Trust | AKR |
| American Assets Trust, Inc. | AAT |
| Brixmor Property Group, Inc. | BRX |
| Cedar Shopping Centers, Inc. | CDR |
| CubeSmart | CUBE |
| DDR Corp. | DDR |
| EPR Properties | EPR |
| Extra Space Storage Inc. | EXR |
| Gaming and Leisure Properties, Inc. | GLPI |
| Getty Realty Corp | GTY |
| Kite Realty Group Trust | KRG |
| The Macerich Company | MAC |
| MGM Growth Properties LLC | MGP |
| National Storage Affiliates Trust | NSA |
| NetSTREIT Corp. | NTST |
| Phillips Edison & Company, Inc. | PECO |
| Public Storage | PSA |
| RPT Realty | RPT |
| Retail Opportunity Investments Group | ROIC |
| Sovran Self Storage, Inc. | SSS |
| STORE Capital Corporation | STOR |
| Tanger Factory Outlet Centers, Inc. | SKT |
| VICI Properties Inc. | VICI |
Josh Beck
Vertical Software & FinTech
Josh Beck is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc., and focuses on the broadly defined FinTech & Software ecosystem. Josh joined KeyBanc Capital Markets Inc. through its acquisition of Pacific Crest Securities. Prior to joining the firm in 2011, he worked in the corporate finance, strategy and development groups at T-Mobile.
Josh was voted #1 stock picker in IT Services by Thomson Reuters in 2018 and recognized as a “Rising Star” by Institutional Investor magazine in 2016. He has been quoted by The Wall Street Journal, New York Times, Barron’s, and CNBC.
Josh holds an M.B.A. from Carnegie Mellon University’s Tepper School of Business and a B.S. in engineering from Virginia Tech.
Vertical Software & FinTech Companies under Research Coverage
| Company | Ticker |
|---|---|
| Adyen NV | ADYEN.AS |
| Alkami Technology, Inc. | ALKT |
| Anaplan, Inc. | PLAN |
| AvidXchange Holdings, Inc. | AVDX |
| BigCommerce Holdings, Inc. | BIGC |
| Bill.com Holdings, Inc. | BILL |
| BlackLine, Inc. | BL |
| Blend Labs, Inc. | BLND |
| Block, Inc. | SQ |
| BTRS Holdings Inc. | BTRS |
| Coupa Software Incorporated | COUP |
| EngageSmart, Inc. | ESMT |
| Fidelity National Info. Services | FIS |
| Fiserv, Inc. | FISV |
| Global Payments Inc. | GPN |
| Global-E Online Ltd. | GLBE |
| i3 Verticals, Inc. | IIIV |
| International Money Express, Inc. | IMXI |
| Intuit Inc. | INTU |
| Marqeta, Inc. | MQ |
| MasterCard Inc. | MA |
| nCino, Inc. | NCNO |
| PagSeguro Digital Ltd. | PAGS |
| Paycom Software, Inc. | PAYC |
| Paylocity Holding Corp. | PCTY |
| PayPal Holdings, Inc. | PYPL |
| Q2 Holdings, Inc. | QTWO |
| Remitly Global, Inc. | RELY |
| Riskified Ltd. | RSKD |
| Robinhood Markets, Inc. | HOOD |
| Shopify Inc. | SHOP |
| Squarespace, Inc. | SQSP |
| Toast, Inc. | TOST |
| Visa, Inc. | V |
| VTEX | VTEX |
| Wix.com LTD | WIX |
Thomas Blakey, CFA
Cloud Infrastructure
Thomas Blakey is a Vice President, Equity Research Analyst with KeyBanc Capital Markets Inc. With the company since September 2021, Tom covers the Cloud Infrastructure sector.
Tom joined KeyBanc Capital Markets with considerable experience in the technology and software space. His most recent experience was as a senior equity research associate at Truist, supporting coverage of the FinTech Software & Information Services space. Prior to Truist, Tom spent nearly two decades as a technology analyst working for Invesco, Pyramis Global Advisors, and Essex Investment Management. Early in his career, he worked in finance at established sell-side and investment banking shops.
Tom earned a Bachelor of Business Administration degree from the University of Massachusetts, and a Master of Business Administration degree from Boston University. He is a Chartered Financial Analyst and also holds the Series 7, 63, 86, and 87 industry licenses.
Cloud Infrastructure Companies Under Research Coverage
| Company | Ticker |
|---|---|
| Akamai Technologies, Inc. | AKAM |
| Arista Networks, Inc. | ANET |
| Cisco Systems, Inc. | CSCO |
| Cloudflare, Inc. | NET |
| Commvault Systems, Inc. | CVLT |
| F5, Inc. | FFIV |
| Fastly, Inc. | FSLY |
| Juniper Networks, Inc. | JNPR |
| Nutanix, Inc. | NTNX |
| Pure Storage, Inc. | PSTG |
| VMware, Inc. | VMW |
Jason Celino
Vertical Software
Jason Celino is an Equity Research Analyst with KeyBanc Capital Markets Inc. His research coverage is focused on the vertical software sector.
Jason joined KeyBanc Capital Markets through its acquisition of Pacific Crest Securities. Prior to assuming coverage of the vertical software space in March 2019, he worked at KBCM as a senior research associate covering that sector since 2014.
Jason earned a Bachelor of Business Administration degree in Finance and Accounting from the University of Portland. He holds the Chartered Financial Analyst designation, in addition to the Series 7, 63, 86 and 87 industry licenses.
Vertical Software Companies under Research Coverage
| Company | Ticker |
|---|---|
| 2U Inc. | TWOU |
| ANSYS, Inc. | ANSS |
| AppFolio Inc. | APPF |
| Aspen Technology, Inc. | AZPN |
| Autodesk, Inc. | ADSK |
| Bentley Systems, Incorporated | BSY |
| Cadence Design Systems, Inc. | CDNS |
| Chegg, Inc. | CHGG |
| Coursera, Inc. | COUR |
| Dassault Systemes SA | DSY-FR |
| HireRight Holdings Corporation | HRT |
| Latch, Inc. | LTCH |
| Materialise NV | MTLS |
| Pluralsight, Inc. | PS |
| Procore Technologies, Inc. | PCOR |
| PROS Holdings, Inc. | PRO |
| PTC Inc. | PTC |
| SPS Commerce, Inc. | SPSC |
| Sterling Check Corp. | STER |
| Synopsys, Inc. | SNPS |
| Trimble Inc. | TRMB |
| Udemy, Inc. | UDMY |
Alex Markgraff
FinTech
Alex Markgraff is a Vice President, Equity Research Analyst with KeyBanc Capital Markets Inc. His research coverage is focused on the fintech sector.
Alex joined KeyBanc Capital Markets as a research associate in 2017, covering the fintech & vertical/backoffice SaaS sectors with a focus on the convergence of payments and software, new commerce enabling technology, and backoffice digitization. Prior to joining KBCM, Alex worked as an investment analyst at an institutional investment consulting firm in Portland, OR.
Alex earned a Bachelor of Science degree in Finance with a minor in Economics from Oregon State University. He holds the Series 7, 63, 86 and 87 industry licenses.
FinTech Companies Under Research Coverage
| Company | Ticker |
|---|---|
| Nu Holdings Ltd. | NU |
| Remitly Global, Inc. | RELY |
Brandon Nispel, CFA
Communications Services
Brandon Nispel, CFA, is a Vice President, Equity Research Analyst with KeyBanc Capital Markets Inc., and specializes in communications services.
He joined KeyBanc Capital Markets through its acquisition of Pacific Crest Securities. Prior to joining the firm in 2015, Brandon worked as an associate with Northern Trust helping manage high-net-worth portfolios.
He has a Bachelor of Business Administration in Financial Markets Finance from the University of Minnesota-Duluth and has been a CFA charterholder since 2015.
In Institutional Investor’s 2018 All America edition, Nispel was named a Rising Star for his coverage of the cable, satellite & telecom sector.
Communications Services Companies under Research Coverage
| Company | Ticker |
|---|---|
| Altice USA | ATUS |
| American Tower Corporation | AMT |
| Apple Inc. | APPL |
| AT&T Inc. | T |
| Cable One, Inc. | CABO |
| Charter Communications, Inc. | CHTR |
| Cogent Communications, Inc. | CCOI |
| Comcast Corporation | CMCSA |
| Crown Castle International Corp. | CCI |
| Discovery, Inc. | DISCA |
| Fox Corporation | FOX |
| Paramount Global | PARA |
| SBA Communications Corp. | SBAC |
| The Walt Disney Company | DIS |
| T-Mobile US, Inc. | TMUS |
| Verizon Communications Inc. | VZ |
| WideOpenWest, Inc. | WOW |
Tyler Parker
Entertainment
Tyler Parker is a Vice President, Equity Research Analyst with KeyBanc Capital Markets Inc. He covers the video games space with a focus on deep-dive fundamental research.
Tyler joined KeyBanc Capital Markets through its acquisition of Pacific Crest Securities. He joined the firm’s internet and video games team in 2014, moving to focus on internet and media from 2016-2018. Before that, he worked as a financial analyst at Nike.
Tyler graduated with a B.S. in Business Administration from the University of Oregon with a focus on finance and entrepreneurship.
Entertainment Companies under Research Coverage
| Company | Ticker |
|---|---|
| Activision Blizzard, Inc. | ATVI |
| Electronic Arts Inc | EA |
| Roblox Corporation | RBLX |
| Rovio Entertainment Corporation | ROVIO |
| SciPlay Corporation | SCPL |
| Take-Two Interactive Software, Inc | TTWO |
| Ubisoft Entertainment SA | UBI.FP |
| Zynga Inc. | ZNGA |
Justin Patterson, CFA
Internet – Digital Media & Travel
Justin Patterson is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc., and specializes in Internet – Digital Media & Travel sectors.
Prior to joining KeyBanc Capital Markets in summer 2020, Patterson spent five years as a Senior Equity Research Analyst covering the Internet - Digital Media, Travel, and Sharing Economy sectors at Raymond James. Before that, he worked for Morgan Keegan, first as an Associate covering Communications Technology, then as an Analyst covering Internet and Travel.
Patterson earned a M.S. in Finance from Vanderbilt University in Nashville, and a B.S. in Accounting and Economics from Ball State University in Muncie, Ind. He is a Chartered Financial Analyst, and also holds the Series 7, 63, 86 & 87 industry licenses.
In its 2018 Analyst Awards, ThomsonReuters recognized Patterson as the #2 stock picker in the Digital Marketing sector. This was his second Thomson Reuters award. In Institutional Investor’s 2016 All America edition, Patterson was named a Rising Star.
Internet – Digital Media & Travel Companies under Research Coverage
| Company | Ticker |
|---|---|
| Airbnb, Inc. | ABNB |
| Alphabet Inc. | GOOGL |
| ANGI Homeservices Inc. | ANGI |
| DoubleVerify Holdings, Inc. | DV |
| Duolingo, Inc. | DUOL |
| frontdoor, inc. | FTDR |
| IAC/InterActiveCorp | IAC |
| Match Group, Inc. | MTCH |
| Meta Platforms, Inc. | FB |
| NerdWallet, Inc. | NRDS |
| Netflix, Inc. | NFLX |
| Pinterest, Inc. | PINS |
| PubMatic, Inc. | PUBM |
| Roku, Inc. | ROKU |
| Snap Inc. | SNAP |
| Spotify Technology, S.A. | SPOT |
| Taboola.com Ltd. | TBLA |
| TechTarget, Inc. | TTGT |
| The Trade Desk, Inc. | TTD |
| Twitter, Inc. | TWTR |
| Vacasa, Inc. | VCSA |
| Vimeo, Inc. | VMEO |
| Yelp Inc. | YELP |
Michael Turits
Enterprise Software
Michael Turits is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc. His research coverage focuses on the Enterprise Software sector.
Prior to joining KeyBanc Capital Markets in fall 2020, Turits spent 13 years as an Equity Research Analyst covering Infrastructure Software at Raymond James & Associates in New York. Before that, he was an Equity Research Analyst covering Infrastructure Software and Telecommunications Services for Prudential Equity Group, LLC for 10 years.
Turits earned a Masters in International Economics and Management from SDA Bocconi University in Milan, Italy, a Ph.D. in Comparative Literature from the University of Massachusetts at Amherst in Amherst, Massachusetts, an M.A. in Comparative Literature from New York University in New York, and a B.A from Georgetown University. He holds the Series 7, 63, 86 & 87 industry licenses. He is also a Certified Flight Instructor and Airline Transport Pilot.
Enterprise Software Companies under Research Coverage
| Company | Ticker |
|---|---|
| Alteryx, Inc. | AYX |
| Amplitude, Inc. | AMPL |
| Atlassian Corporation Plc | TEAM |
| C3.ai, Inc. | AI |
| Check Point Software Technologies | CHKP |
| Confluent, Inc. | CFLT |
| Datadog, Inc. | DDOG |
| DigitalOcean Holdings, Inc. | DOCN |
| Fortinet, Inc. | FTNT |
| Gitlab Inc. | GTLB |
| HubSpot, Inc. | HUBS |
| Microsoft Corporation | MSFT |
| New Relic, Inc. | NEWR |
| Okta, Inc. | OKTA |
| Oracle Corporation | ORCL |
| Palo Alto Networks, Inc. | PANW |
| Rapid7, Inc. | RPD |
| Salesforce.com, Inc. | CRM |
| SEMrush Holdings, Inc. | SEMR |
| ServiceNow, Inc. | NOW |
| Splunk Inc. | SPLK |
| Sprinklr, Inc. | CXM |
| Sprout Social, Inc. | SPT |
| UiPath, Inc. | PATH |
| WalkMe Ltd. | WKME |
| Workday, Inc. | WDAY |
John Vinh, CFA
Semiconductors
John Vinh, CFA, is a Managing Director, Equity Research Analyst with KeyBanc Capital Markets Inc., and specializes in the semiconductor industry, with a particular focus on the components accelerating the proliferation of smartphones, tablets and other touchscreen devices.
He joined KeyBanc Capital Markets through its acquisition of Pacific Crest Securities. Prior to joining the firm in 2012, John was a managing director at Collins Stewart, focusing on research in the semiconductor and digital media industries. Prior to Collins Stewart, he was a senior product manager at Ariba, responsible for several procurement and strategic sourcing applications. Earlier, he spent six years in the foreign-exchange derivatives group at UBS.
John holds a Master of Business Administration in Analytical Finance and Econometrics from the University of Chicago Graduate School of Business, and a Bachelor of Science in Electrical Engineering from the University of Michigan. John holds the CFA charter.
Semiconductors Companies under Research Coverage
| Company | Ticker |
|---|---|
| Advanced Micro Devices, Inc. | AMD |
| Ambarella, Inc. | AMBA |
| Broadcom Limited | AVGO |
| Cirrus Logic, Inc. | CRUS |
| indie Semiconductor, Inc. | INDI |
| Intel Corporation | INTC |
| Lattice Semiconductor Corporation | LSCC |
| Marvell Technology Group Ltd. | MRVL |
| Micron Technology, Inc. | MU |
| Monolithic Power Systems, Inc. | MPWR |
| NVIDIA Corporation | NVDA |
| NXP Semiconductors N.V. | NXPI |
| Qorvo, Inc. | FIVN |
| Silicon Laboratories Inc. | SLAB |
| Skyworks Solutions, Inc. | SWKS |
| Synaptics, Incorporated | SYNA |
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