Coverage: Senior Analyst Biographies

Matthew H. Kather, CFA – IT Hardware and Storage
Matt Kather covers the IT Hardware and Storage space for WR Hambrecht + Co. Matt spent the initial part of his career in corporate finance at RBC and Silicon Valley Bank, focusing specifically on this space, during the mid- and late-1990s. Before publishing in this sector for WR Hambrecht + Co in 2006, he spent the previous six years in technology sector equity research sales, both at DB Alex. Brown and most recently at AmTech. Matt was graduated magna cum laude and holds a BS from Bucknell University, and an MBA in Finance from the NYU Stern School of Business. He has lived in Japan, where he met his wife, and he speaks fluent Japanese. In 2004, he earned his Chartered Financial Analyst designation.

Marvin Loh – Financial Services
Marvin Loh joined WR Hambrecht + Co in August, 2007 as the firm’s Director of Research. Prior to joining WRH+Co, Marvin had been an analyst and Director of Research at various firms including Oppenheimer and Co., Decision Economics, Fidelity Capital Markets and Eaton Vance. As an analyst, Marvin has a wide variety of sector experience, including specialty finance, financial technology, financial services, and healthcare. Marvin received his MBA and BS from New York University.

Lawrence Petrone, CFA – Enterprise Software / Special Situations
As a Senior Research Analyst at WR Hambrecht + Co, Lawrence covers the Special Situations and Enterprise Software sectors. Lawrence has over 12 years of experience in capital markets and investment experience as a senior analyst and PM in the equity markets, and as a senior analyst in the high yield and corporate bond markets. His research experience includes the Data Security, Networks & Communication, and Telecommunications Hardware, Software, and Services industries. Prior to joining WR Hambrecht + Co, Lawrence was Director of Research at TheStreet.com Ratings, a Supervisory Sell-side Analyst at Americas Growth Capital and Fidelity Capital Markets, a Senior Sell-side Analyst at Decision Economics, a Portfolio Analyst at Fidelity Management & Research Company and a Senior Corporate Analyst at The Boston Company.

Lawrence was also Portfolio Manager and founder of Walden Brook Capital Partners LLC, a small cap long/short hedge fund. Lawrence is a Chartered Financial Analyst and a member of the Boston Security Analysts Society. He has a B.A. in History and Education from Gordon College, and a M.Ed. from Boston College.

Erik Rayner
Erik joined WR Hambrecht + Co in February, 2008 as an Equity Research Associate, where he covers a wide range of sectors in the technology industry and supports Senior Analysts in both Enterprise Software and Special Situations. Prior to joining WRH+Co, Erik worked in the investment management industry and equity markets for 3 years with Citigroup and Wellington Management Company. Erik has a BS in Engineering and Management from Clarkson University in New York and a Global MBA in International Finance from Suffolk University in Boston.