Srini Nandury, Managing Director
IT Hardware & Software Analyst
Mr. Nandury covers IT Hardware & Software companies at Summit Insights Group LLC (SIG). Prior to SIG, he was at Bank of America Merrill Lynch, Cross Research and Bear Stearns covering IT Hardware and Storage stocks. Mr. Nandury is frequently quoted in Barrons, Investor Business Daily, Bloomberg and Forbes magazines. Prior to his sell-side experience, Mr. Nandury worked at Sun Microsystems, ICTV and Veritas Software. He holds a Bachelor of Science in Engineering from the Osmania University in India, an MS in Computer Science from the University of Nebraska, and an MBA from the Wharton School at the University of Pennsylvania.
Jonathan Kees, Managing Director
Application Software Analyst
Mr. Kees is known for his expertise in Application Software space and covers Communications and Internet companies at Summit Insights Group. At CapStone Investments, his stock picks delivered positive returns and beat internal benchmark in 2 of the 3 years. At Citi and later Bear Stearns, his team ranked in the Institutional Investor surveys or won internal awards. Before equity research, Mr. Kees spent several years at AT&T/Lucent in various technical, operational, and business development roles. Mr. Kees holds a B.S. in electrical engineering from Washington University in St. Louis and an MBA from Columbia University.
KinNgai Chan, Managing Director
Semiconductor and Semicap Equipment Analyst
Mr. KinNgai Chan joined Summit Insights Group with 15 years of experience as an equity analyst covering the semiconductor sector at Rosenblatt Securities, The Juda Group and Sanders Morris Harris Group. Prior to his Wall Street career, Mr. Chan has held various positions in strategic planning, purchasing, marketing and business development in the PC and Communication systems, components and integrated circuits. Mr. Chan has interacted with leading technology companies such as Intel, AMD, Micron Technology, nVidia, Broadcom, Samsung, Toshiba, Western Digital as well as Asian ODMs. With over nine years of industry experience in the PC Semiconductor as well as the Communications Semiconductor industry, Mr. Chan is able to provide institutional investors with unique and differentiated research. Chan received his MBA from the University of Arizona and graduated Magna Cum Laude from California State University, Chico, where he earned his BS.
Cathleen’s career includes serving 22 years as Chief Compliance Officer and over 10 years of sales/management. Cathleen held Municipal Principal responsibilities at three financial services institutions for a combined 9 years, supervised as an option principal at four financial services institutions for a combined 12 years, served at one financial services institution as a trading supervisor for 4 years, held the title of AML Officer for two financial services institutions and served as supervisory analyst at ten financial services institutions for a combined 12 years. She served on the FINRA Committee that created the Operations Professional Series 99, currently serves on the FINRA Continuing Education Committee and served 6.5 years on the Securities Industry Continuing Education Council.