Our Team
Executive Team
David Mack
CEO
Dave Mack has guided TBR’s growth and success for the past two decades. As a TBR founder, Dave developed TBR’s differentiation and fostered the company’s commitment to successful client outcomes. Having worked for many years on both the supply and consulting sides of the technology business, Dave brings a wealth of knowledge and experience to TBR and its clients.
Prior to joining TBR, Dave established the consulting division at Boston’s Yankee Group. Additionally, earlier in his career, he held positions in product planning management, national product marketing responsibility and North American strategic planning at the Rapifax/Ricoh Corp., where he was instrumental in the development and market success of digital facsimile.
Jon Lindy
President
Jon Lindy, a founder of TBR, has held the position of president since 2006. Jon has overall responsibility for the direction and operations of the company. Prior to this role, Jon was vice president of Sales & Marketing at TBR, responsible for go-to-market planning, development of the sales organization and overall sales performance. He fostered client relationships by demonstrating the value of TBR’s products and services, and continues to cultivate these relationships in his role as president.
Jon brings over 25 years of experience in the IT industry to TBR, with more than 20 of those years focused on market research. Prior to founding TBR, Jon held various positions with market research firms Workgroup Technologies, Computer Intelligence and Gartner Group, and computing company Four-Phase Systems. Jon holds a B.A. in Business Administration from Rutgers University.
Dan Demers
Vice President of Sales
Role and Responsibilities
Dan Demers has overall responsibility for go-to-market planning, sales performance and development of the sales organization. He fosters client relationships by demonstrating the value of TBR’s products and services and continues to cultivate these relationships through extensive client interaction and active travel.
Experience and Background
Dan brings over 20 years of experience in the professional services industry to TBR, with more than 15 of those years focused on sales development and executive leadership. Prior to joining TBR, Dan founded and managed ReMission Consulting, a sales leadership development firm that serves the financial services, software and energy industries.
Christopher Foster
Vice President of Operations
Role and Responsibilities
Chris Foster serves as TBR’s vice president of operations, overseeing all operations of syndicated and custom research and analysis. He sets the TBR research agenda, leading practice directors and managers dedicated to uncovering key findings in the enterprise IT market and delivering actionable expert analysis to IT decision makers.
During his tenure at TBR, Chris has held positions as director of research and director of Software and Computing practices. He has covered a wide range of industry vendors in-depth — providing clients end-user research, strategic assessments, corporate performance evaluations, and revenue, cost and profitability modeling as well as unique trend and market analysis.
Experience and Background
Chris’ experience in various technology segments includes PCs, servers, enterprise software and IT services. He has been an authoritative voice in numerous technology industry and business publications such as InformationWeek, The Boston Globe, The Wall Street Journal and BusinessWeek.
Prior to joining TBR, Chris worked for several years in financial services sales/consulting. He holds a B.S. in Business Administration and an MBA from the University of New Hampshire, Whittemore School of Business & Economics.
Tailored Services
Stephen Davidson
Director and Executive Analyst
Coverage and Focus Areas
Strategy business consulting; market screen analysis; go-to-market analysis; peer, competitor and partner analysis; value proposition and messaging; customer segmentation; product and solution strategies; business model transformation; risk mitigation; digital transformation; customer experience management; Internet of Things (IoT); private equity; global professional services
Role and Responsibilities
As a director, Stephen Davidson is responsible for driving TBR’s strategic business consulting. The strategic business consulting team engages TBR’s executive clients and advises them on how to set and deploy growth-oriented business, portfolio and go-to-market strategies using structured decision support frameworks and approaches.
Experience and Background
Stephen has over 26 years of industry experience, having held senior consulting, product development, product marketing and leadership positions at McKinsey & Co., Forrester Research and Eduventures. Prior to joining TBR, Stephen advised and led strategy engagements with senior business and IT executives within Fortune 500 companies and technology enterprises and startups.
Stephen holds a B.A. in economics from the University of Massachusetts Amherst.
Greg Richardson
Director, Tailored Services
Coverage and Focus Areas
Customer buying behavior, customer satisfaction and experience, customer loyalty, customer perception, partner and channel satisfaction, new product feasibility, product adoption studies, profit modeling and forecasting, pricing and positioning studies, distribution channel and ecosystem analysis, competitive and strategic action plans, client advisory and consulting, storage, unified storage, big data, x86 servers, blade servers, rack servers, UNIX servers, mainframe, PCs, notebooks, desktops, tablets, virtual desktop, smartphones, support services, mobile device management, public sector IT, healthcare IT, government IT, datacenter solutions
Role and Responsibilities
Greg Richardson is an engagement manager and senior analyst within TBR’s Computing Practice, leading the group’s Customer Satisfaction and Segment Profit Modeling programs. Greg is responsible for client engagement and project management – from vision match through delivery – directing research that delivers actionable insights into the alignment between customer behavior, business performance and the competitive marketplace. His research and analysis is focused on the top vendors in the IT compute and storage markets, such as HP, IBM, Dell, Lenovo, EMC and NetApp. Furthermore, Greg is frequently quoted as an expert in business publications such as The Wall Street Journal, BusinessWeek, Bloomberg and Investor’s Business Daily.
Experience and Background
Prior to joining TBR, Greg held sales, marketing and consulting roles at a Fortune 500 insurance and financial services company.
Greg holds a B.S. degree in business administration with concentrations in marketing and finance from the Whittemore School of Business and Economics at the University of New Hampshire, where he also received a B.A. in English.
Geoff Woollacott
Senior Strategy Consultant and Principal Analyst
Role and Responsibilities
With a career spanning over four decades in consulting, it’s Geoff’s mission to dissect this era of unprecedented disruption and apply his project management experience to coach junior staff on how to solutionize client engagements.
Experience and Background
Prior to joining Tailored Services, Geoff oversaw the syndicated research team for TBR’s Software and BI Services practice.
Before joining TBR, Geoff owned Renaissance Group (RGI), a boutique market research firm founded in 1991 serving blue-chip clients such as IBM, HP and EMC. RGI conducted competitor assessments of IT vendor go-to-market strategies, operational benchmarking studies, M&A support and distribution channel satisfaction studies. Early in his career, Geoff was an end user and reseller salesperson for Arrow Electronics and a marketing manager for Arrow Field Service, where he designed the company’s first Third Party Maintenance program before working at Technology Financial Services as principal of the company’s IT hardware vendor practice.
Geoff writes commentaries for Nearshore Americas and globalcomment.com and has been a columnist for Nashoba Publications.
Geoff received a cum laude degree in economics and government from Bowdoin College and spent a semester studying at the London School of Economics, where he completed a thesis on the complexities and legal challenges of European Economic Community Integration.
Angela Lambert
Engagement Manager and Senior Analyst
Coverage and Focus Areas
Customer buying behavior, customer satisfaction and experience, customer loyalty, customer perception, customer adoption and product landscape, go-to-market and marketing strategy, channel and partner analysis, research solution design, survey design and execution, focus group design and execution, in-depth interview design, program management, project management
Role and Responsibilities
Angela Lambert is a senior analyst and engagement manager with TBR’s Tailored Services group, where she regularly leads consulting and market research engagements with Fortune 500 clients. Her areas of focus include customer perception and buying behavior, marketing message testing and customer-informed modeling.
Experience and Background
Prior to joining TBR’s Engagement Services Angela was an analyst in TBR’s Computing Practice, where she contributed to custom research projects and syndicated coverage.
Angela graduated summa cum laude from the University of New Hampshire’s Whittemore School of Business and Economics. She holds a B.S. in business administration with a concentration in marketing and a minor in psychology.
Bryan Belanger
Engagement Manager and Senior Analyst
Coverage and Focus Areas
Professional services labor rate analysis, operational strategy, resource strategy, partner business model and strategy, IT marketing strategy, global professional services delivery, competitive benchmarking, go-to-market strategy, cloud adoption, customer satisfaction (CSAT), partner program satisfaction, mobility, consulting services, systems integration, infrastructure outsourcing, applications outsourcing, business process outsourcing, support and maintenance, data center asset migration, survey design, blogs, white papers, webinars, online focus groups
Role and Responsibilities
Bryan Belanger is an engagement manager within TBR’s Engagement Services and supports TBR’s custom consulting and market research engagements. Bryan is responsible for managing and delivering custom engagements that leverage multiple research tools – including in-depth interviews, online surveys, focus groups and financial modeling – to deliver actionable insights into the alignment of customer behavior, business performance and the competitive marketplace.
Bryan leads TBR’s custom research, focused on competitive internal operations strategy, which delivers quantitative and qualitative analyses covering topic areas such as labor rates and product pricing, pricing strategy, discounting, organizational structure, resource models, delivery, and operational effectiveness. Bryan’s research also covers additional topic areas such as alliance ecosystem management, IT market messaging, industry vertical business model strategies and emerging technology adoption.
Experience and Background
Bryan joined TBR in 2010 as a Professional Services Practice intern and served as a research analyst and then analyst with the group before transitioning to Engagement Services. Prior to his employment at TBR, Bryan was an intern with Adhesive Technologies, where he collaborated with the company’s industrial division management team to develop a comprehensive market analysis of the industrial adhesives industry, including SWOT analyses, recommended product offerings, competitor intelligence analyses and pricing strategies. Bryan also worked as a member of an MBA student team to establish an end-to-end search engine optimization strategy and implementation framework for Morse Data Corp.
Bryan holds an MBA with honors from the University of New Hampshire’s Whittemore School of Business and Economics and a B.S. with honors in business administration, also from the University of New Hampshire.
Katie DuBois
Analyst and Project Manager
Coverage and Focus Areas
Custom research and strategic business consulting projects
Role and Responsibilities
Katie DuBois is responsible for scoping, bidding, researching, implementing, and delivering custom research and strategic business consulting projects within TBR’s Tailored Services group.
Experience and Background
Prior to joining TBR, Katie was the director of Market Research at NFP Research, a custom market research firm focused on the food service and consumer packaged goods industries. Katie designed, developed and implemented domestic and global product studies for various multinational corporations, and worked with clients to bring structure to their marketing problems.
Katie holds a Bachelor of Science in economics from Framingham State University (back when it was referred to as a college). She also graduated with honors from the University of Georgia’s Advanced School of Marketing Research.
Colin Naples
Analyst and Engagement Consultant
Coverage and Focus Areas
Business strategy, custom research, project management, client engagement
Role and Responsibilities
Colin Naples is an analyst and engagement consultant in TBR’s Strategy Business Consulting group. Colin is responsible for developing business strategy projects that provide C-level IT executives innovative strategies to drive tactical decisions that facilitate real-time business growth. He is also responsible for researching, implementing and delivering custom research in TBR’s Engagement Services group.
Experience and Background
Before joining TBR Colin took a leading role in venture-funded material technology companies, where he surveyed, identified and innovated business opportunities globally, specifically in medical technologies. Colin also worked in strategic company operations, in which he helped position two material technology companies for strategic M&A events.
Colin’s business development leadership has led to his proven track record of leveraging state-of-the-art technologies, positioning unique products for market entry and developing strategic acquisitions. He is skilled in evaluating the financial and market feasibility of emerging technologies and services, and has experience in developing licensing opportunities and negotiating long-term contracts.
Matthew Bowden
Analyst
Coverage and Focus Areas
Customer satisfaction, market research surveys, mobile computing, handsets, notebook PCs, desktop PCs, tablets, workstations, mobility, consumer electronics
Role and Responsibilities
Matthew Bowden, a TBR analyst focusing on tailored services, supports many of TBR’s custom reports and projects with his research and data analysis. Matthew contributes to primary research projects including online surveys and focus groups by facilitating research execution and providing statistical analysis that translates into actionable insights and recommendations for TBR’s client base.
Experience and Background
Prior to his current role, Matthew was a TBR intern and research analyst assisting TBR analysts. He contributed writing for quarterly syndicated reports covering data center and devices vendors such as Apple, Dell, EMC, Fujitsu, Intel and Samsung.
Matthew graduated summa cum laude from Merrimack College, where he received a B.A. in mathematics and economics.
Tom Deterling
Analyst
Coverage and Focus Areas
Cloud computing, analytics, professional services labor rate analysis, alliance business models and strategies, IT security, application development and outsourcing, IT outsourcing, storage, industry and vertical trends, management consulting, IT consulting
Role and Responsibilities
Tom Deterling is an analyst with a focus on TBR custom engagements that deliver research and analysis on key IT professional services topics such as labor rate and delivery analysis, alliance partner ecosystem management, IT marketing messaging, and emerging technology adoption. Tom is responsible for quarterly syndicated coverage of IBM Global Services, Fujitsu and Deloitte, and contributes to coverage of EMC and TBR’s quarterly benchmarks.
Experience and Background
Prior to joining TBR, Tom interned at Big Heavy World, a nonprofit organization dedicated to preserving Vermont’s musical history. Tom was responsible for research and content generation for the foundation’s website and promotion of the community radio station, The Radiator.
Tom received a B.S. in professional writing from Champlain College in Burlington, Vt.
Cloud and Software
Allan Krans
Practice Manager and Principal Analyst
Coverage and Focus Areas
Cloud computing, private cloud, public cloud, SaaS, PaaS, IaaS, Business Process as a Service, hybrid cloud, integration, workload migration, partner ecosystems, sales and marketing best practices, business model transitions
Role and Responsibilities
Cloud Practice Manager Allan Krans leads TBR’s coverage of the technologies and business models at play across the cloud computing landscape. TBR’s coverage of cloud includes a holistic perspective on all types of cloud delivery (public, private and hybrid) and the opportunities surrounding both delivering and enabling cloud services for customers. Allan’s background includes analyzing the business model of leading IT providers such as Microsoft, EMC and IBM for more than 10 years. He uses that experience to guide TBR’s cloud research agenda. In addition to leading TBR’s syndicated cloud research, Allan engages with clients on custom projects to identify, align and capture opportunities presented by customer migration to cloud computing services. Allan frequently presents at client and industry events, and is quoted in industry publications such as The Boston Globe, eWEEK, Investor’s Business Daily and BusinessWeek.
Previous Experience and Background
Prior to joining TBR in 2002, Allan held a project management role supporting the distribution model for a Fortune 100 insurance company. Allan holds a bachelor’s degree in business administration with a minor in political science from the University of New Hampshire.
Cassandra Mooshian
Senior Analyst
Coverage and Focus Areas
Private cloud, hybrid cloud, managed services, cloud professional services, public cloud, cloud components, cloud business models, cloud go-to-market strategies, orchestration, hybrid IT, hybrid integration, brokerage, professional services, business intelligence, analytics, industry IT services, offshoring, healthcare IT services, mobility, global service delivery, social media, industry-centric solutions and services, security, integration
Role and Responsibilities
Cassandra Mooshian is a senior analyst in TBR’s Cloud Practice, responsible for coverage of multiline cloud vendors Dell, Fujitsu, HP and IBM as well as cloud pure-plays Rackspace, Appirio, AppDirect, Liaison Technologies, Jamcracker, Gravitant, MuleSoft, Odin and Cloud Sherpas. She is lead author on TBR’s Hosted Private Cloud Benchmark, Cloud Professional Services Benchmark and Cloud Brokerage & Integration Benchmark. She also leads TBR’s Hosted Private and Cloud Professional Services market forecasts. As part of TBR’s primary research team, Cassandra develops cloud customer research surveys, the results of which are published in TBR’s Cloud Customer Research program. As part of this program, Cassandra is lead author of the Private Cloud Customer Research and Cloud Professional Research reports, as well as semiannual topical research reports covering cloud security, cloud brokerage and more.
Cassandra brings extensive knowledge from TBR’s Computing and Professional Services practices, from which her interest in cloud was ignited, particularly around companies such as Dell, IBM, HP, Fujitsu, Cisco, Unisys and EMC that provide solutions incorporating hardware and professional services. Cassandra’s background in finance provides her with the analytical and mathematical skills to build custom financial models for TBR clients.
Experience and Background
Prior to joining TBR, Cassandra was a financial planner and adviser at Northwestern Mutual Financial Network. Cassandra was appointed team captain during her time at Northwestern Mutual and completed the educational requirements for and received a Producer’s Life, Accident and Health insurance license as well as a license to sell Long Term Care insurance, both in New Hampshire.
Cassandra received a B.S. in finance from the University of New Hampshire’s Whittemore School of Business and Economics.
Kelsey Mason
Senior Analyst
Coverage and Focus Areas
Cloud, industry and vertical trends, enterprise software, CRM, HCM, ERP, hybrid IT, development platforms
Role and Responsibilities
Kelsey Mason, a senior analyst in TBR’s Cloud and Software practices, is responsible for coverage of software and cloud vendors Microsoft, SAP, Salesforce and Workday. She authors TBR’s Public Cloud Benchmark and Applications Software Vendor Benchmark, and also is lead on TBR’s Public Cloud Market Forecast. As part of TBR’s primary research team, Kelsey develops cloud customer research surveys, the results of which are published in TBR’s Cloud Customer Research program. Within this program, Kelsey is lead author on the Public Cloud Customer Research and Hybrid Cloud Customer Research reports, and contributes to TBR’s Cloud Developer & Platforms Research.
Experience and Background
Prior to joining TBR, Kelsey worked in IT support and administration at UMG Bulk Energy, where her duties included providing administrative support to sales staff and technical support, such as troubleshooting, training and virtual office process improvement, to all employees.
Kelsey received an M.S. in management and a B.S. in business administration with a concentration in management from Merrimack College. During her time at Merrimack College, she also completed a minor in information technology and was inducted into Sigma Iota Epsilon, the National Honorary and Professional Management Fraternity.
Meaghan McGrath
Senior Analyst
Coverage and Focus Areas
Vendor business models, resource management strategies, alliance and acquisition strategies, go-to-market strategies, enterprise software, applications, business intelligence and analytics, ERP, CRM, HCM (human capital management), PaaS, IaaS, public cloud, private cloud, hybrid cloud, systems management
Role and Responsibilities
Meaghan McGrath is responsible for analyzing the software and cloud businesses of vendors including Oracle, Amazon, Google and ServiceNow. She is also an author of TBR’s Infrastructure Management Software Vendor Benchmark, Applications Software Vendor Benchmark, Cloud Components Benchmark and Public Cloud Benchmark, as well as related market forecasts, comparing the markets’ top performers against peers, and provides insight for TBR’s Cloud Customer Research Reports. Meaghan’s research and data analysis skills are vital in many of TBR’s custom reports and projects.
Experience and Background
Prior to joining TBR, Meaghan worked as an intern in the Corporate Partnerships department at Homestead Miami Speedway. She was responsible for bringing advertisers and company partners to the track for the Sprint Cup, Nationwide and Camping World Truck series championship races of the 2012 NASCAR season, and supporting race-day execution of all contracted matters.
Meaghan holds a B.S. in finance from the University of Miami School of Business Administration.
Jack McElwee
Research Analyst
Coverage and Focus Areas
Public cloud landscape (SaaS, PaaS and IaaS), hybrid cloud and hybrid IT, cloud migration, data migration, emerging technologies, resource management strategies, alliance and acquisition strategies, go-to-market strategies, enterprise software, social enterprise, applications, CRM, business intelligence and analytics
Role and Responsibilities
Jack McElwee is a research analyst in TBR’s Cloud Practice. Jack analyzes software and cloud vendors, including Amazon Web Services, Google, Microsoft, Salesforce and Workday. He also contributes insight for TBR’s quarterly cloud benchmarks, which compare the industries’ top performers against peers, and provides research and data analysis for TBR’s Public Cloud Benchmark as well as custom projects.
Experience and Background
Prior to joining the Cloud Practice, Jack interned for TBR’s telecom team, contributing to vendor, operator and custom reports on the industry.
Jack received a B.B.A. with concentrations in global business and healthcare administration from Roanoke College. During his time there, he served as president for the Class of 2016 in his freshman year and was involved in alumni relations. Additionally, Jack was a student ambassador, traveling to New England for a yearly event sponsored by Roanoke College to meet with guidance counselors and promote the college. He also volunteered for the Appalachian Mountain Club, maintaining Mount Washington trails.
Data Center
Stanley Stevens
Practice Manager and Principal Analyst
Coverage and Focus Areas
Data center infrastructure transformation technologies, including servers (x86, ARM, Power, IBM Z), storage (file, block, object, flash), software-defined infrastructure (SDS, SDN, SDDC), cloud computing, hypervisors, containers, hyperconverged and converged infrastructure, hyperscale, enterprise security
Role and Responsibilities
Stanley Stevens is a senior analyst and practice lead for TBR’s Data Center Practice, with a concentration on traditional and emerging infrastructure technologies. Stan is responsible for leading a team of analysts on the creation and ongoing production of TBR’s syndicated technology and vendor reports. In addition, he is TBR’s resident expert on data center technologies, representing TBR at industry and vendor conferences and events as well as in thought leadership. Stan and his team also support TBR’s Tailored Services Practice, which produces custom research studies and reports for TBR clients.
Experience and Background
Prior to joining TBR, Stanley spent 25 years in a variety of marketing positions at technology companies including Dell, 3Com, Marconi and Cabletron, focusing on network switching, servers, storage, management, virtualization, cloud computing, data protection disaster recovery, and big data and analysis.
Stanley holds an A.S. in business management from Housatonic Community College.
Stephanie Long
Analyst
Coverage and Focus Areas
Data center infrastructure, including server and storage evolution and adoption; specifically focusing on x86, Power and ARM architectures and markets, SAN, NAS, DAS, hyperconverged and converged, hyperscale, quantum computing, software-defined infrastructure, security, threat protection, mobile security and managed security services
Role and Responsibilities
Stephanie Long is an analyst in TBR’s Data Center and Security Practice, with a concentration on the server market, including: hyperscale, hyperconverged, industry-standard servers, proprietary servers, mainframes, server virtualization, quantum computing and cloud components. Stephanie contributes to TBR’s quarterly syndicated reports, researching vendors including Dell Technologies, Hewlett Packard Enterprise, IBM, NetApp, Huawei and Symantec across the spectrum of data center and security technologies. Stephanie also assesses and analyzes vendors’ financial and market strategies for TBR’s data center- and security-related benchmarks, market forecasts and market landscapes.
Experience and Background
Prior to joining TBR, Stephanie spent five years in the public education sector. In that role, she developed curriculum utilizing her research, presentation and analysis skills and instructed students of all ages, including in economics for adult education.
Stephanie holds an M.Ed. in secondary education and a B.A. in history from the University of New Hampshire.
Catie Merrill
Research Analyst
Coverage and Focus Areas
Data center infrastructure, including industry-standard and proprietary servers, hyperconverged and converged, storage (flash), software-defined infrastructure (software-defined networking, software-defined data center), and enterprise security
Role and Responsibilities
Catie Merrill is a research analyst in TBR’s Data Center Practice, covering hardware vendors such as Dell Technologies, IBM, Hewlett Packard Enterprise and Lenovo and contributing to TBR reports such as the Hyperconverged & Converged Market Landscape and the Data Center Server and Storage Market Forecast. Additionally, Catie contributes to select vendor reports and benchmarks for TBR’s Cloud and Software Practice.
Experience and Background
Prior to her role as a research analyst, Catie joined TBR as an intern supporting the Data Center and Security practices, providing research on technology vendors and markets including storage, servers and security. Catie was also a contributor to TBR’s reports.
Catie holds a B.S in Business Administration with a concentration in finance from the University of New Hampshire.
Devices and Internet of Things
Ezra Gottheil
Principal Analyst
Coverage and Focus Areas
Commercial IoT, including platforms, strategy, market evolution, routes to market; IBM; General Electric Co.; Cisco; Microsoft; IoT offerings; strategies of most ICT and operations technology companies; PCs, tablets, smartphones and other devices, including strategies, market evolution, routes to market; Acer; Asus; Apple; Dell Technologies; Google; HP Inc.; Hewlett Packard Enterprise; Huawei; Lenovo; Samsung; most other devices companies
Role and Responsibilities
Ezra Gottheil is a principal analyst in TBR’s IoT and Devices Practice, leading team coverage on commercial IoT, PCs, smartphones, tablets, consumer IoT devices, productivity platforms, content and service ecosystems, and social media.
Experience and Background
Before joining TBR, Ezra held senior positions in the personal computing software, online services, internet services, social networking and IT industry analysis industries. His experience includes management, product and services design, strategic planning, product and services marketing, online community development, business development, and IT industry analysis. In a prior position, Ezra served as vice president of community development for Corporate Alumni, a social networking service for people who worked together at major companies worldwide.
Ezra’s other noteworthy roles included vice president of editorial services for Delphi Internet, a News Corp. company providing online and web services to consumers, where he was responsible for managing the creation of content, contracting for outsourced content and managing online communities. Ezra created the Internet Business practice at Hurwitz Group, where he held the position of director and was responsible for content creation. At Lotus Development Corp., he was product manager and product design manager for products such as 1-2-3, Symphony and HAL.
Ezra’s analytical commentary has been quoted by sources such as The Wall Street Journal, Forbes, Computerworld, PC World, Network World, eWEEK, CIO, San Jose Mercury News, South China Morning Post and The Times of India.
Ezra received an A.B. in physics from Harvard University and earned a Ph.D. in psychology from The University of Texas at Austin.
Daniel Callahan
Analyst
Coverage and Focus Areas
Commercial Internet of Things (IoT) and digital: IoT platforms, IoT applications, IoT connectivity, 5G, IoT security, IoT infrastructure, blockchain, artificial intelligence, machine learning, quantum computing, augmented reality, commercial virtual reality, vertical adoption, customer challenges and buying behavior; devices and platforms: PCs, PC as a Service, smartphones, tablets, smart home, connected car, consumer virtual reality, operating systems
Role and Responsibilities
Daniel Callahan aided the launch of TBR’s commercial IoT coverage and remains critical in authoring, modeling and managing the portfolio, including the market landscape, market forecast and benchmark, as well as providing thought leadership. Daniel’s IoT research led him to track adjacent innovative technologies such as artificial intelligence, quantum computing and blockchain, culminating in his involvement in the creation of TBR’s digital portfolio.
Daniel also curates TBR’s devices and platforms portfolio, which covers the devices and platforms we use, the way we use them, and device OEMs’ strategies to monetize opportunities in a challenging and competitive market.
Experience and Background
Prior to joining TBR, Daniel was a manager at media startup HypeConcepts and at software programming startup BeakrStudios. His duties included project management, resource management, account management, market research, recruiting and social media.
Daniel received a B.A. in political science with a concentration in international relations from the University of New Hampshire (UNH). He also completed a minor in justice studies with a focus on technological crime and was a member of the National Political Science Honor Society. While at UNH, Daniel interned at the New Hampshire General Court as an assistant to Sen. Jacalyn Cilley of District 6.
Professional Services
Patrick Heffernan
Practice Manager and Principal Analyst
Coverage and Focus Areas
IT services, management consulting, global delivery, strategy and operations, cloud, intelligence cycle, project management, client engagement
Role and Responsibilities
Patrick Heffernan is practice manager and principal analyst in TBR’s Professional Services Practice, where he directs the practice’s portfolio and manages projects on topics ranging from creating management consulting services to deciphering digital transformation for consultancies and IT services vendors to analyzing the business impact of emerging technologies. Patrick’s responsibilities tap his expertise in competitive intelligence, strategy, and global political-economic impacts on business cycles and consulting vendors.
Experience and Background
Prior to joining TBR, Patrick was part of a Big Four firm’s competitive intelligence team, conducting fieldwork and analysis. His professional career started in diplomacy, with Middle East postings as a foreign service officer with the State Department and counterterrorism assignments with the National Security Council and the U.S. Department of the Treasury.
Patrick received a B.A. in political science from Washington and Lee University and an M.A. in diplomacy from the University of Virginia.
Bozhidar Hristov
Senior Analyst
Coverage and Focus Areas
Automation, global professional services delivery, digital marketing services, management consulting, consulting and systems integration, application outsourcing, IT outsourcing, business process outsourcing, cloud, analytics and insights professional services, survey design, industry IT services (e.g., healthcare, public sector), custom research
Role and Responsibilities
Bozhidar Hristov is a senior analyst within TBR’s Professional Services Practice. Bozhidar leads and participates in research and analysis of the financial performances and strategic investments of the companies in the professional services market, including Accenture, Deloitte and Infosys. Additionally, he leads TBR’s Digital Marketing Services research, which includes TBR’s Digital Marketing Services Benchmark, Digital Marketing Services Customer Research, Digital Marketing Services MarketView Report and Global Delivery Benchmark. He also leads and contributes to custom research for clients and financial modeling projects. Bozhidar’s commentary has been quoted by online sources such as The Register, CRN, TechTarget, Diginomica, CXOtoday, Nearshore Americas, The Hindu Business Line, IT-TNA, PTeducation, The Economic Times and Livemint.
Experience and Background
Bozhidar joined TBR as a research analyst in 2012, supporting TBR’s Professional Services team on syndicated reports, quarterly benchmarks and custom projects. While pursuing his graduate degree, Bozhidar conducted empirical research using valuation analysis to find the magnitude of correlation between frontier markets’ and emerging and developed markets’ financial performances. He then diagnosed frontier markets’ leading companies’ attractiveness to less-risk-averse investors. Bozhidar was a team lead on numerous academic projects, which included researching, analyzing and comparing quarterly financial data on IT vendors such as Apple and Dell and using regression analysis to forecast stock performance and make recommendations to prospective investors.
Bozhidar holds an MBA in finance from Nova Southeastern University’s H. Wayne Huizenga School of Business and Entrepreneurship, from which he graduated with honors. He received a B.S. in electrical engineering from Technical University in Bulgaria. Bozhidar is fluent in English and Bulgarian and speaks conversational Russian and Polish.
Elitsa Bakalova
Senior Analyst
Coverage and Focus Areas
Management consulting, IT consulting, systems integration, managed services, cloud, analytics, digital marketing services, industry IT services (e.g., banking and financial services, healthcare, public sector, and energy and utilities), global service delivery and automation, custom research, financial modeling, benchmarking
Role and Responsibilities
Elitsa Bakalova is a senior analyst in TBR’s Professional Services Practice. In 2005 Elitsa launched TBR’s IT Services Vendor Benchmark, a quarterly comprehensive evaluation of approximately 30 professional service providers. Elitsa’s primary research and coverage focus includes vendors such as Atos, BearingPoint, Capgemini, Cisco Services and T-Systems. She provides a holistic analysis of IT services vendor businesses and develops quarterly vendor reports that combine financial modeling, analysis and insights. Elitsa’s analytical commentary has been quoted by various online sources.
Experience and Background
Prior to joining TBR, Elitsa was part of a research team at the Center for Venture Research at the University of New Hampshire, where she conducted research on the equity financing of New Hampshire startups. Her professional career started in the banking industry in the area of consumer and mortgage loan services.
Elitsa holds an MBA from the University of New Hampshire’s Peter T. Paul College of Business and Economics and a B.S. in tourism and hospitality management from the University of National and World Economy in Bulgaria. Elitsa speaks several languages, including English, Bulgarian and Greek. In her free time, Elitsa likes to travel, spend time with her family, hike and ski.
Jennifer Hamel
Senior Analyst
Coverage and Focus Areas
IT consulting, management consulting, systems integration, application outsourcing, ITO, BPO, industry IT services (e.g., healthcare, public sector), analytics and insights professional services
Role and Responsibilities
Jennifer Hamel is a senior analyst in TBR’s Professional Services Practice, where she is responsible for coverage of IBM Global Services, with additional focus on IBM’s healthcare IT services and management consulting businesses. Jennifer launched TBR’s Analytics & Insights Professional Services coverage, which includes customer research and market forecast reports and a vendor benchmark. She also offers research and data analysis for many of TBR’s benchmarks, custom reports and projects, and she delivers company-specific strategic assessments to TBR’s clients. Jennifer’s commentary has been cited in sources such as IT Business Net, TechTarget, Triangle Business Journal, ChannelLife Australia, Diginomica, The Hindu Business Line and Live Mint.
Experience and Background
Prior to joining TBR, Jennifer was manager of Client Services at Havens & Co. Inc., where she provided employee benefits brokerage and consulting services to corporate HR departments. Before transitioning to consulting, Jennifer practiced bankruptcy, taxation and estate planning law at a private firm in New Hampshire, having earned bar licenses in Maine and New Hampshire.
Jennifer received a B.A. in history from Mount Holyoke College and a J.D. from the University of Maine School of Law. She won the Outstanding Achievement Award in the area of taxation from the University of Maine School of Law and published a case note in the Maine Law Review.
John Caucis
Senior Analyst
Coverage and Focus Areas
Customer satisfaction, market research surveys, cloud computing, industry and vertical trends, mobility, cybersecurity, C4ISR, management consulting, government IT, outsourcing, systems integration, IT consulting, strategy consulting, BPO, IaaS, SaaS, BPaaS, platform-based solutions, testing, product engineering
Role and Responsibilities
As a senior analyst in TBR’s Professional Services Practice, John Caucis provides client-specific research and analysis, including primary and secondary research, for specialized programs. John’s focus area is healthcare IT services, primarily following the healthcare activities of Accenture, DXC Technology, IBM Global Services and NTT DATA, with limited coverage of 16 other IT services vendors. John’s areas of expertise also include IT trends in the U.S. federal market, IT consulting, management consulting, IT outsourcing, BPO, application development and maintenance, and systems integration.
Experience and Background
John has also led the public sector group in TBR’s Professional Services Practice and covered vendors including Infosys, Northrop Grumman Information Systems & Technical Services, L-3 Communications, Booz Allen Hamilton, CACI International, and Raytheon Intelligence, Information & Services.
Prior to joining TBR in 2001, John was an operations supervisor with a restaurant management company in New Hampshire. His responsibilities included recruiting and hiring, training, coordinating employee scheduling for managers and nonmanagers, inventory management and product ordering, equipment maintenance, maintaining product quality, food safety, and supporting shift management. John was promoted to operations supervisor after completing a series of basic, intermediate and advanced operations training programs.
John holds an MBA with honors from the University of New Hampshire’s Whittemore School of Business & Economics as well as a B.A. with honors in political science, also from the University of New Hampshire.
Kevin Collupy
Analyst
Coverage and Focus Areas
IT services, management consulting, public sector IT services, healthcare IT services, analytics & insights, cloud, digital
Role and Responsibilities
Kevin Collupy is a professional services analyst at TBR. His vendor coverage includes Hewlett Packard Enterprise, Dell EMC, NTT DATA and DXC Technology. Kevin also contributes to quarterly benchmarks that compare the industry’s top performers. He provides analysis and insight for TBR’s IT Services Vendor Benchmark, Management Consulting Benchmark, Analytics & Insights Professional Services Vendor Benchmark and Global Delivery Benchmark.
Experience and Background
Prior to joining TBR, Kevin worked at Fidelity Investments, where he analyzed clients’ financial portfolios to create solutions to meet their needs. Kevin also trained new hires in company and industry best practices.
Kevin received a B.S. in business administration from Methodist University.
Kelly Lesiczka
Research Analyst
Coverage and Focus Areas
IT consulting, management consulting, systems integration, application outsourcing, ITO, BPO, cloud, mobility, security, industry IT services (e.g., financial services, healthcare, public sector), global service delivery, custom research, professional services
Role and Responsibilities
Kelly Lesiczka is a research analyst in TBR’s Professional Services Practice. Kelly’s vendor coverage includes Cisco Services, CSC, Fujitsu, Hewlett Packard Enterprise Services, IBM Global Services, Infosys and Infosys Cloud. She also contributes to TBR’s IT Services Vendor Benchmark, Global Delivery Benchmark and Analytics & Insights Professional Services Vendor Benchmark as well as conducts primary research for custom projects.
Experience and Background
Kelly joined TBR as an intern contributing to the Professional Services and Cloud practices. Prior to joining TBR, she worked as a marketing intern at the Long Group, assisting with database analysis and market research, and as an operations intern at Single Digits, maintaining day-to-day processes and the company’s Salesforce account.
Kelly graduated cum laude from Saint Anselm College with a double major in business and sociology and a minor in human relations and work. She is also a member of Pi Gammu Mu, the international honor society in social sciences.
Public Sector
Joey Cresta
Analyst
Coverage and Focus Areas
Government IT and professional services contracting, services businesses of aerospace and defense vendors, services-led federal government pure plays, public sector businesses of commercially centric companies, C4ISR, cybersecurity services, technical services, adjacent market expansion strategies, industry consolidation, M&A strategies of government contractors
Role and Responsibilities
Joey Cresta is an analyst in TBR’s Professional Services Practice focused on the public sector market, with a particular emphasis on the U.S. federal landscape. Joey leads TBR’s syndicated analysis of government contractors, including federal services pure plays such as Booz Allen Hamilton and Leidos, and the services-focused businesses of legacy aerospace and defense vendors, including Raytheon and Northrop Grumman. Service areas of focus include enterprise IT support for federal civilian and defense agencies; cybersecurity services ranging from managed services to advanced analytics-based threat detection; defense platform maintenance, modernization and upgrade support; digital government transformation; and intelligence, surveillance and reconnaissance support services. Joey also provides analysis on vendors’ business strategies including qualitative assessments of go-to-market priorities and M&A strategies, backed by quantitative analysis of vendors’ financial performance. Joey authors TBR’s public sector vendor reports, provides an overview of market conditions in TBR’s quarterly Public Sector IT Services Benchmark and delivers clients actionable insight during his vis-a-vis engagements in the Greater Washington, D.C., area.
Experience and Background
Joey joined the company in 2014 as an editor, where he was exposed to TBR’s extensive market analysis of technology trends and vendor performance. Prior to joining TBR he reported for several daily newspapers. His coverage included local politics, crime and emergency response, municipal budgeting, the New Hampshire judicial system and presidential elections.
Joey received a bachelor’s degree in English and anthropology from Bowdoin College.
Telecom
Kate Price
Practice Manager
Coverage and Focus Areas
Telecom vendors, telecom operators, cable operators, webscale, operator spending, connected devices, internet, video, networks, network functions virtualization (NFV), software-defined networking (SDN), 5G, digital transformation, carrier cloud, Internet of Things (IoT)
Role and Responsibilities
Kate Price manages TBR’s Telecom Practice, where she sets strategic and research direction for the practice and oversees syndicated research and custom projects.
Since joining TBR in 2005, Kate has contributed to syndicated operator coverage and led numerous custom engagements. Kate has expertise in identifying emerging industry trends, such as NFV/SDN, 5G and changing industry business models. Kate has received attribution in technology industry and business publications including Computerworld, RCR Wireless, FierceWireless, Light Reading and Unstrung.
Experience and Background
Prior to joining TBR, Kate held marketing positions in the healthcare and advertising fields. She contributed to marketing campaign development, event organization and division performance reporting for Southern New Hampshire Regional Medical Center. She also performed research to support advertising campaigns for Harbour Light Strategic Marketing.
Kate received an MBA with a concentration in finance from the University of New Hampshire’s Whittemore School of Business & Economics, where she also received a B.S. in business administration with a concentration in marketing.
Christopher Antlitz
Senior Analyst
Coverage and Focus Areas
Telecom vendors, telecom operators, cable operators, webscale, ICT infrastructure, telecom infrastructure services, network applications, converged media platforms, network functions virtualization (NFV), software-defined networking (SDN), carrier cloud, digital transformation, 5G, connected devices, Internet of Things (IoT), operator capex and opex, telecom industry economics and business models
Role and Responsibilities
Chris Antlitz is a senior analyst in TBR’s Telecom Practice. Chris oversees and contributes to the Telecom Practice’s syndicated research portfolio and custom project work. He leverages over 10 years of analytical experience to lead the Telecom Practice’s research agenda as well as provide critical insight and analysis to syndicated and project work.
Chris covers the global telecom vendor and operator ecosystem and all major trends in the space, including but not limited to developments in NFV, SDN, carrier cloud, digital transformation, IoT and 5G. Chris also covers the webscale market, particularly the pursuits of the “Super 7” webscale companies (i.e., Alphabet, Amazon, Facebook, Microsoft, Alibaba, Baidu and Tencent) in the digital space.
Chris focuses on the supply and demand of ICT hardware, software and services as well as spending trends, demand shifts and relationships in the vendor-operator ecosystem. He plays an integral role in the creation of TBR’s telecom-related benchmarks and presents benchmark analysis and special-topic thought leadership reports in quarterly webinars. Chris has been quoted by major news sites such as The Wall Street Journal, MarketWatch, TheStreet, eWEEK, FierceWireless, Network World, Telco Transformation and Computerworld.
Experience and Background
Prior to joining TBR, Chris gained experience in equity analysis from his four-year involvement in the Atkins Investment Group while at the University of New Hampshire.
Chris holds a B.S. in business administration with a concentration in finance and a minor in economics from the University of New Hampshire, Whittemore School of Business and Economics.
Michael Soper
Senior Analyst
Coverage and Focus Areas
Telecom vendors, telecom operators, webscale, ICT infrastructure, telecom infrastructure services (TIS), fixed access, wireless access, digital transformation, 5G, network applications, telco cloud, network functions virtualization (NFV), software-defined networking (SDN), telecom industry economics and business models
Role and Responsibilities
Michael Soper is a senior analyst in TBR’s Telecom Practice and specializes in telecom vendor research. Michael leads TBR’s syndicated coverage of telecom vendors, including Cisco, Ericsson, Huawei, Juniper Networks and Nokia. Michael contributes to TBR’s quarterly Telecom Vendor Benchmark and TBR’s TIS, webscale, 5G and NFV/SDN research portfolios. He also develops and executes custom engagements in the telecom vendor and operator markets.
Michael has been quoted by major news sites such as The New York Times’ Bits, eWEEK, FierceWireless, Light Reading and TMCnet.
Experience and Background
An analyst with TBR since 2010, Michael leverages his critical insights and analysis to uncover and examine market trends and events within his coverage areas.
Michael holds a B.S. in corporate finance and accounting with a minor in law from Bentley University.
Steve Vachon
Analyst
Coverage and Focus Areas
Telecom operators, cable operators, service provider economics and business models, smartphones, machine to machine (M2M), ICT infrastructure, video, carrier cloud, unified communications, Internet of Things (IoT), connected devices, smart cities, connected home, fiber, software-defined networking (SDN), network functions virtualization (NFV), LTE, 5G, converged media platforms, operator capex and opex, digital transformation
Role and Responsibilities
Steve Vachon is an analyst in TBR’s Telecom Practice, providing syndicated coverage of telecom operators and cable companies including AT&T, Comcast, Sprint, T-Mobile and Verizon. Steve also covers enterprise service providers such as BT Global Services, Deutsche Telekom, CenturyLink, Orange Business Services, Telefonica and Vodafone Global Enterprise. He also authors TBR’s U.S. & Canada Mobile Operator Benchmark and Carrier Cloud Benchmark and collaborates with analysts on custom research projects. Steve has been quoted by major news sites such as eWEEK, Computerworld, FierceTelecom, Wireless Week and SDxCentral.
Experience and Background
Prior to his current role, Steve joined TBR in 2012 as an intern before becoming a research analyst. In previous roles, Steve assisted TBR analysts with research and analysis, and provided syndicated coverage for companies within the telecom, computing and cloud industries. Steve holds an M.Ed. from the University of New Hampshire.
Emma Stewart
Research Analyst
Coverage and Focus Areas
Telecom operators, telecom vendors, smartphones, Internet of Things (IoT), software-defined networking (SDN), network functions virtualization (NFV), LTE, 5G, telecom infrastructure, network applications, telecom economics and business models
Role and Responsibilities
Emma Stewart is a research analyst in TBR’s Telecom Practice, providing syndicated coverage of telecom operators and vendors including AT&T, Verizon, Ericsson, Nokia and T-Mobile. She also contributes to TBR benchmarks including the U.S. & Canada Mobile Operator Benchmark and Telecom Vendor Benchmark and assists analysts on custom research projects.
Experience and Background
Emma joined TBR in January 2018 as an intern. In that role, Emma assisted TBR analysts with research and analysis and contributed to syndicated coverage of companies in the cloud and software industries. Emma received a B.S. in business administration at Southern New Hampshire University through Degree in Three, a three-year program.