Overview

Research Analysts

Clean Tech
Emerging Industrial Growth
Consumer and Retail
Life Sciences
Patricia L. Bank
Specialty Pharmaceuticals
Un K. Kwon-Casado
Life Sciences Tools & Diagnostics
Kimberly Lee, D.O.
Biotechnology, Biopharmaceuticals
Liana Moussatos, Ph.D.
Biotechnology, Biopharmaceuticals
Duane Nash, MD JD MBA
Cardiovascular, Devices, and Regenerative
Gregory R. Wade, Ph.D.
Biotechnology, Biopharmaceuticals
Technology
Leo Choi
Consumer Technology
Matt Robison
Communications Technology
Kaushik Roy
Datacenter Technologies
J. Derrick Wood, CFA
Software/Digital Media

Patricia L. Bank - Specialty Pharmaceuticals
Patricia L. Bank came to Pacific Growth Equities with over 10 years of sell-side research experience. Patti joined Pacific Growth from EHS Securities where she was Senior Vice President focusing on the specialty pharmaceutical sector. Previously, Patti held senior pharma analyst positions at Vector Securities International, Wheat First Butcher Singer, and Mabon Securities. Prior to her work on Wall Street, Patti worked at Wallace Laboratories/Carter-Wallace, Inc. Patti received her MBA in investment management from Drexel University and her BA in neurobiology and economics from Rutgers University.

Leo Choi - Consumer Technology
Leo joined Pacific Growth Equities from Ferris, Baker Watts where he was following the communication technology industry. Previously, Leo spent three years in engineering and wireless communication research roles at Lockheed Martin Corporation and at University of California, Berkeley, respectively. Leo holds a BS in electrical engineering and computer science from University of California, Berkeley.

Un K. Kwon-Casado - Life Sciences Tools & Diagnostics
Un K. Kwon-Casado joined Pacific Growth Equities from Infinium Securities in San Francisco where she was the Senior Research Analyst following the life sciences tools sector. Prior to focusing her research in the life sciences tools space, Un was the Associate Biotechnology Analyst for Infinium Capital in Toronto, Canada. Un received her Masters of Sciences in Molecular and Cellular Biology from the University of Toronto and her Bachelor of Science in Biochemistry from Queen's University.

Kimberly Lee, D.O. - Biotechnology, Biopharmaceuticals
Kimberly Lee joined Pacific Growth Equities as a biotech equity research associate in 2006. Kim began her career on Wall Street as a biotech equity research associate with Jefferies & Co. and Stephens Inc. and prior to that, was a practicing obstetrician and gynecologist. Kim received her DO from the Kirksville College of Osteopathic Medicine and her BS in Biological Sciences from Stanford University.

Liana Moussatos, Ph.D. - Biotechnology, Biopharmaceuticals
Liana came to Pacific Growth Equities from UBS Global Asset Management where she was director and portfolio manager of the UBS Global Biotech Funds for five years. Previously, Liana was with Bristol-Meyers Squibb where she was a manager in University and Government Licensing, External Science and Technology. Liana has also worked with Sloan-Kettering Cancer Institute in the office of Industrial Affairs and the National Cancer Institute in the Office of Technology Development. Liana received her BS in Entomology and her MS in Zoology and Biochemistry from Clemson University, her Ph.D. in Plant Pathology from the University of California, Davis and completed a postdoctoral research fellowship in cellular and molecular Physiology at the Yale School of Medicine.

Duane Nash, MD JD MBA - Cardiovascular, Devices, and Regenerative
Duane came to Pacific Growth Equities from the law firm of Davis Polk & Wardwell, where he practiced intellectual property litigation, as well as patent evaluation and strategy in the merger-and-acquisition context. Previously, Duane worked at two other Bay Area law firms, and also completed his internship in General Surgery at the University of California at San Francisco. Duane received his BA in Biology from Williams College, his MD from Dartmouth Medical School, his JD from the University of California at Berkeley, and his MBA from the University of Oxford. Duane is a California-licensed physician and also a member of the California Bar (inactive).

Matt Robison - Communications Technology
Matt joined Pacific Growth Equities from Ferris, Baker Watts where he was Director of Research and led the firm's technology research effort. Previously, Matt was with Botti Brown Asset Management as a general partner responsible for public and private technology investments and prior to that, he spent several years as a senior analyst at Montgomery Securities where he covered the wireless equipment and technology sector after covering the networking equipment industry. Before coming to Wall Street, Matt worked in the semiconductor industry for more than nine years with DSP Communications and Philips. In January 2007, Forbes named Matt the best performing stock picker in the Communications Equipment industry for the five year period ending October 31, 2006 and he has regularly been recognized as a top analyst by The Wall Street Journal, Starmine and The Financial Times. Matt also serves on the board of Anaren, Inc. Matt holds a BS degree in Physics from the University of Denver.

Kaushik Roy - Datacenter Technologies
Kaushik Roy joined Pacific Growth Equities from Neuberger Berman where he was a Technology Research Analyst for the Neuberger Berman Technology Fund. Previously, Kaushik was the Senior Enterprise Hardware Technology Analyst with Susquehanna Financial Group for three years. Kaushik also followed the enterprise hardware sector with First Albany and Robertson Stephens earlier in his career. Prior to working on Wall Street, Kaushik was with EMC Corporation as a Strategic Investment Manager and with John Deere Healthcare as a Systems Engineer. Kaushik received his MBA from Cornell University, his MS in Electrical and Computer Engineering from Louisiana State University and his BS in Electrical Engineering from the Bihar Institute of Technology.

Gregory R. Wade, Ph.D. - Biotechnology, Biopharmaceuticals
Greg is a Research Analyst on the Healthcare Equity Research team and specializes in Biotechnology. He joined Pacific Growth in January 2000 from Isis Pharmaceuticals where he was the Associate Director of Business Development. Previous to that he was the Manager of Corporate Development for Procyon BioPharma, Inc., and with Helix Investments, Inc., a Toronto based venture capital firm. B.S., Medical Biophysics: Ph.D., Physiology, University of Western Ontario.

J. Derrick Wood, CFA - Software/Digital Media
Derrick joined the Pacific Growth Equities research department in early 2000. Since 2002, Derrick has covered Enterprise Software, and in early 2006, broadened his universe to include Digital Media companies. Derrick received his BS/BA in Economics from the University of California, Davis. Derrick is a CFA Charterholder.