Awards & Recognition
★Institutional Investor All-America Research team (2001)
★Top-ranked analyst in enterprise hardware (2002)
★Fortune magazine All-Star analyst (2002)
★Baker Scholar at Harvard MBA
Notable Facts
→Managing Director and Senior Research Analyst at Bernstein covering Apple, Tesla, IBM, Dell, and HP
→Previously a senior engagement manager at McKinsey & Co
→Brown University ScB magna cum laude in Electrical Engineering (1987)
→Harvard MBA Baker Scholar (1991)
→26-year technology sector analyst career, joined Bernstein in 1998
→Partner at AllianceBernstein from 2009-2019
→Over 330 price targets issued with 86% target met ratio and 54% success rate
→Harvard Business School case study subject
→Recently retired January 2025 with 45-page farewell presentation