
Founder & CEO at Research 2.0
Greater Boston Area

Founder & CEO at Research 2.0
Greater Boston Area
Over 28 years in technology research, development and investing including 8 years with IBM and 10 years in equity research including Director of Research at SoundView Technology Group.
The goal is to leverage our research with investments and use our expertise in the context of advisory work with emerging technology companies and investors.
Software, particularly infrastructure. Investments, particularly public equity. Business Development, particularly for small ($5M-$25M) emerging technology companies.
(Food & Beverages industry)
May 2009 — Present (3 months)
See the company profile over at http://www.bluecaterpillar.com
(Privately Held; Market Research industry)
February 2008 — Present (1 year 6 months)
TheInfoPro (TIP) is reinventing the primary research around customer adoption of information technology. TIP research is being taken up by end-users, technology companies and investors to understand what is happening in end markets including networking, storage, servers and sourcing. For more information please visit: www.theinfopro.net
(Privately Held; Computer Software industry)
September 2007 — Present (1 year 11 months)
Data meets the Internet, collective wisdom and collaboration. Finally the ability to "think" online in a fluid, open fashion and tackle hard problems beyond the toy examples and simple reporting shown by most tools. Please visit www.gooddata.com and try the beta.
(Information Technology and Services industry)
April 2005 — Present (4 years 4 months)
We combine industry research with company, market and financial analysis to generate attractive investment opportunities. These are monetized through research recommendations, direct investments and advisory services. See our website for more information.
(Privately Held; 1-10 employees; Information Technology and Services industry)
July 2004 — Present (5 years 1 month)
Blue Caterpillar LLC provides advisory services and makes direct investments in technology companies. Blue Caterpillar also is the sole funding source for Research 2.0.
(Privately Held; Computer Software industry)
September 2008 — November 2008 (3 months)
Advised Netviewer on an entry into the US market. In particular we focused on the current lay of the land, existing player strategy and tactics, potential entry points for Netviewer based on some unique advantages.
(Privately Held; Computer Software industry)
January 2006 — January 2008 (2 years 1 month)
Advised the company through their US market entry. This included initial market readiness, meetings with potential customers and partners, a set of budgets and timeframes, board presentations, evaluating sales candidates and helping to position the company. Over the period the company established a successful US operation in Cambridge MA.
(Privately Held; 51-200 employees; Investment Banking industry)
December 2002 — June 2004 (1 year 7 months)
In charge of all aspects of equity research at this regional investment bank. Also responsible for running the company as one of a handful of senior executives.
(Public Company; 201-500 employees; sch; Investment Banking industry)
April 1995 — December 2002 (7 years 9 months)
Covered software stocks for many years as an equity analyst. Rose through the ranks to Partner and then Director of Research. Company was acquired first by Wit Capital, a public company, in January of 2000 and then again by Charles Schwab a few years later. Few were better at positioning technology companies with the institutional investment world from 1995 through 2000. Over the course of the time was the primary research analyst on 35 software IPO and secondary offerings.
(Public Company; 10,001 or more employees; Investment Banking industry)
August 1992 — April 1995 (2 years 9 months)
Institutional sales for clients in NYC, Chicago, Texas and Denver. Knowing how to sell and carrying a bag as a salesman sets the stage for a making a difference as a research analyst. Everyone should do it if they can.
(Public Company; 10,001 or more employees; IBM; Computer Software industry)
May 1984 — August 1992 (8 years 4 months)
Held a variety of jobs at IBM beginning with Corporate Staff and rotating through Marketing HQ and eventually the field organization. All the while my focus was on applying advanced technology and new services to unsolved business problems with great success; thanks to my customers and the resources of the IBM company.
(Educational Institution; 201-500 employees; Research industry)
August 1981 — May 1984 (2 years 10 months)
Researched and applied artifical intelligence techology and techniques to build systems for the U.S. Navy and Digital Equipment Corporation.
(Privately Held; 51-200 employees; Computer Hardware industry)
September 1979 — August 1981 (2 years)
Early micro-computer work. Built, repaired and sold a variety of early micro-computers. Taught programming. Wrote software to integrate and deliver new applications and systems.
MBA , Finance/International Business , September 1989 — January 1992
Part-time while working full-time for IBM.
None , Organizational Behavior , 1988 — 1989
B.S. , Computer Science , 1981 — 1984
Completed the 4-year program in 3 years while working nearly full-time for John McDermott building expert systems for commercial and military use.
Technology Research, Investing, Business Development, Cross-Atlantic Projects
Access MIT
Institutional Investor Stock Analyst of the Year, 1999
IBM Regional Managers Awards, 1990, 1991, 1992