Awards & Recognition
★Ranked #2 analyst for software sector in Wall Street Journal's 2008 'Best on the Street Analysts Survey'
★Edward Wedbush Onward and Upward Award (highest honor at Wedbush Securities)
★Named 'Best Dressed Man on Wall Street' by New York Post in 2024
★4.74-star rated analyst on TipRanks, ranked #621 out of 12,127 Wall Street analysts
★Rated among top 4% of Wall Street analysts by TipRanks
Notable Facts
→Global Head of Technology Research and Managing Director at Wedbush Securities since 2018
→25+ years as tech analyst on Wall Street, previously 16 years at FBR Capital Markets
→Covers 112 stocks with 53.23% success rate and 12.3% average return per rating
→Keynote speaker across US, Europe, Australia, and Asia
→Covers major tech stocks including Apple, Tesla, Microsoft, Palantir
→MBA from University of Maryland, BS Finance from Penn State
→Level III CFA candidate
→Chairman of Board at Eightco, has his own IVES ETF
→Donated $100,000 to Penn State for AI innovation fund with wife