Equity
Research
Our team of experienced TMT analysts have seen multiple cycles, most often come from industry, and are able to identify emerging trends early and share their field work confirming these trends.
WHAT SETS US APART?
A laser focus on technology, with emphasis on disruptive innovators that can quickly change the traditional landscape
Intellectual curiosity and honesty, deep domain expertise and a culture of collaboration that helps connect dots across Global Tech sectors
Experienced analysts who have seen multiple cycles, most often come from industry, and are able to identify emerging trends early and share their field work confirming these trends
We are committed to the business of making money for clients with differentiated research and becoming the premier Global Tech research boutique.
“...these are the most successful firms on Wall Street right now compared to the S&P 500.”
- According to TipRanks, Rosenblatt ranked #1 in stock picking vs. the S&P 500 out of more than 300 Wall Street firms in the 24-month period ended 3/31/2022 (prior to the precipitous dive in the TMT sector, the only sector we cover).
- Both of the senior analysts on our semiconductor team, the longest tenured at the firm, earned top-25 rankings in technology and top-100 rankings across all sectors out of thousands of analysts tracked by TipRanks vs. the S&P 500 in the last three months of 2022.
- For the entirety of 2022, both analysts were also ranked in the top 60 based on performance.
Rosenblatt’s Global Tech Research Group
Steve Frankel
Steve joined Rosenblatt in May of 2022 from Colliers Securities where for the last 11 years he was an analyst following stocks in the Digital Media sector and served as the firm’s Director of Research. Prior to Colliers, Steve was a Managing Director at Adams, Harkness and Hill/Canaccord for 25 years where he followed the technology sector and served in various management roles including Director of Research. He has been named a Wall Street Journal All-Star and a top stock picker by Starmine. Steve earned both a BA in Economics and an MBA in Finance & Investments from the University of Wisconsin-Madison, where he was a member of the Applied Securities Analysis Program.
Sector Coverage: Digital Media
Companies Covered:
Hans Mosesmann
Prior to joining Rosenblatt Securities, Mosesmann was an electrical engineer who spent a decade working at chipmakers Texas Instruments and Advanced Micro Devices before moving to Wall Street in 1996. Mosesmann is known and respected for his coverage of such companies as AMD, Intel, Micron Technologies and Nvidia. Mosesmann spent a decade at Raymond James Financial covering the semiconductor industry. Prior to Raymond James, he worked as an equity analyst for several technology- and growth-company-focused boutiques, including Needham & Co., Volpe Brown Whelan and Soundview Securities, as well as Prudential Securities. Mosesmann holds a Bachelor of Science in Electrical Engineering from the University of Florida and an MBA in Finance from Loyola University of Maryland.
Sector Coverage: Semiconductors
Companies Covered:
Kevin Cassidy
Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group. Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.
Sector Coverage: Semiconductors
Companies Covered:
Mike Genovese
Mike Genovese began his career as a market intelligence analyst at Ciena, a leading Optical networking vendor. He has covered Comm Equipment stocks for twenty years as a sell-side and buy-side analyst. Mike joined Rosenblatt Securities in 2022, where he follows the Comm and Cloud Infrastructure sectors. Mike is known and respected for his deep industry knowledge, accurate channel checks, and high-conviction stock calls. Mike previously worked in equity research and investment management at MKM Partners, Citigroup, and Alliance Bernstein. He received an M.A. from The Fletcher School at Tufts University and a B.A. with High Honors from Swarthmore College.
Sector Coverage: Comm and Cloud Infrastructure
Companies Covered:
Catharine Trebnick
Catharine joined Rosenblatt in March of 2023. Ms. Trebnick has 15+ years of experience on the sell side, including covering the Cloud Communications and Cybersecurity Sectors at Roth Capital Partners, Colliers, Northland Securities, and Avian Securities. Before Wall Street, Ms. Trebnick was a VP of product management at Time Warner Telecom and Lucent Technologies. Ms. Trebnick is respected for her industry knowledge and conversations with resellers, CIOs, and thought leaders across cloud communication and cyber security sectors. Catharine earned a BS in Chemistry from the University of Maryland and an MBA from the University of Chicago Booth School of Business.
Sector Coverage: Cloud Communications and Cybersecurity
Companies Covered:
Blair Abernethy, CFA
Blair Abernethy is a Senior Research Analyst and Managing Director covering the Software Sector. He has 20+ years of Sell-side experience, including roles at Thomas Weisel Partners and Stifel Nicolaus. Similar to many of our analysts, Blair has extensive software industry experience and a deep network of professionals in the field, his expertise includes working with AI/ML startups, as well as corporate banking experience with Scotiabank and GE Capital. He holds an MBA from the University of Toronto, a Bachelor of Science in Electrical Engineering from the University of Michigan and is a CFA charterholder.
Sector Coverage: Software
Companies Covered:
Barton Crockett
Crockett joins Rosenblatt Securities after founding DCFstocks, a long-term focused research service that concentrated on TMT. His 20+ year career as a sell-side analyst includes Internet and Media coverage at JP Morgan, Lazard Capital Markets and B. Riley FBR. Previously, Crockett worked for nearly a decade as a journalist at news organizations including MSNBC and the American Banker. Crockett twice topped his sector in The Wall Street Journal’s “Best on the Street” ranking. His frequent media appearances include CNBC, Bloomberg, Barron’s, The Los Angeles Times, The New York Times and The Wall Street Journal. Crockett is a graduate of Northwestern University.
Sector Coverage: Internet Media
Companies Covered:
Andrew Bond
Andrew joined Rosenblatt after six years at RBC Capital Markets where he was most recently the Head of US Market Structure in a team that was ranked first in Greenwich Associates’ annual buy-side survey. In this role Andrew led RBC’s research, strategy and client engagement around market structure and also helped develop and implement RBC’s policies and views with respect to markets and regulatory issues. Prior to taking on this role, Andrew was RBC’s Senior Research Analyst covering exchanges and brokers. Andrew began his career at Wells Fargo Securities where he spent four years as a research analyst covering exchanges, brokers and asset managers. Andrew received his B.A. in Business from George Washington University and his MBA from Georgetown University.
Sector Coverage: FinTech: Exchanges, Crypto and Brokers
Companies Covered:
Evan Morgan
Evan Morgan is Head of Research Sales and a Managing Director, bringing 25 years of Institutional Equities experience to the position. Prior to joining Rosenblatt in 2015, Evan was a Managing Director with Zelman & Associates. Previously he was Chief Executive Officer of Wedge Partners, an institutional brokerage firm focused on technology and Asia. Morgan founded Wedge Partners' China-based research business in 2008. Prior to joining Wedge in 2007, Evan held various executive positions including Vice Chairman of FTN Midwest Securities. Evan was a founding member of Midwest Research in 1996 and served as its Chairman and CEO prior to its acquisition by First Tennessee Bank. Prior to Midwest, he was a Vice President in Institutional Sales with Roulston & Co. from 1994 through 1996. Evan was with Apple Computer, Inc. from 1988 until 1993 in a number of capacities including business planning, dealer channel sales and market development. He began his career with Chase Manhattan Bank in their Management Development Program. Evan has an A.B. in Economics and History from Columbia University and earned his MBA from Case Western Reserve University’s Weatherhead School of Management, where he serves on their Visiting Committee.
international markets research
International Markets Research, Trading, and Chaperone Service
Our exclusive partnerships in Emerging and Frontier markets expand our research offering beyond the US. Having curated relationships with an array of leading non-US financial institutions dominant in their local markets, we bring US institutional investors some of the highest-quality equity research and corporate-access opportunities, as well as access to capital-markets transactions, available from these markets.
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Our international partners
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