Software & Services
Senior Analyst, SaaS/Application Software/Human Capital Management
Telephone: (763) 350-4027
Scott Berg joined Needham & Company, LLC in 2015. Previously, he was senior research analyst at Northland Capital Markets covering enterprise/application software. Prior to Northland, he was senior research analyst with Feltl & Company and research analyst/associate with ThinkEquity, both with a focus on enterprise software. Before his Wall Street career, Scott held a variety of internal IT management positions for 10 years. He holds an MBA in Finance and a B.A. in Economics from the University of Minnesota.
Senior Analyst, IT Services & Financial Technology
Telephone: (617) 457-0943
Mayank Tandon joined Needham & Company in 2011. Previously, Mayank was a research analyst at Signal Hill covering the financial technology/IT services and BPO sectors. Prior to Signal Hill, he was the software & services equity research analyst/select portfolio manager at Fidelity Investments, where he led the software and services research effort and managed the select software & computer services fund for two years. Before joining Fidelity, Mayank spent several years at Janney Montgomery Scott as an analyst covering IT services companies with a focus on consulting and outsourcing. He was ranked #1 in the 2013 FT/StarMine Analyst Awards for earnings estimating in the IT Services category. He holds an MA in Economics from Northeastern and a BA in Economics from University of Bombay.
Senior Analyst, Technical Software & Communications Services
Telephone: (212) 705-0373
Richard Valera has been with Needham & Company since 1997 covering Communications Equipment and Technical Software. Prior to Needham he spent nine years in the EDA industry, most recently as a senior Applications Consultant at Synopsys, an industry-leading provider of logic synthesis and verification tools. Prior to Synopsys, he was employed at Viewlogic Systems and RacalRedac/HHB Systems in a variety of technical and marketing capacities.Richard has been recognized twice for his stock selection skill in The Wall Street Journal’s All-Star Analyst survey. Richard was ranked #2 in the 2013 FT/StarMine Analyst Awards for stock picking in the Communications Equipment category. He has a BS in Electrical Engineering from Carnegie Mellon University and an MBA in Finance from Rutgers University.
Research Associate, SaaS/Application Software/Human Capital Management
Telephone: (212) 705-0480
Jordan Zelin, CFA
Research Associate, Technical Software & Communications Services
Telephone: (212) 705-0286
| Clean Technologies
| Enterprise Infrastructure
| Industrial & Diversified Growth
| Internet, Entertainment & Consumer
| Semiconductors & Equipment
| Software & Services