Our Team

Pioneering web data for investment research

The YipitData team has spent over 7 years perfecting its collection and analytical techniques and methodologies, providing the most reliable web data analytics and services in the market. The entire process is owned and maintained in-house by engineers, data analysts, and experienced buy-side and sell-side research analysts. The result is a one-of-a-kind integrated research and data service rooted in proprietary datasets and infrastructure.

Differentiated Data Sources

Web data provides a strong foundation on which to build research and analytics intelligence. Web data is unbiased and published directly by companies and governments, yielding a high degree of accuracy.

Systems Infrastructure

YipitData has created highly scalable and transparent systems that yield accurate and integral results across the entire coverage portfolio. Data analysts can very quickly identify new data sources and build the necessary infrastructure to collect reliable and consistent data.

Analytics and Intelligence

Dedicated product teams ensure the accuracy, clarity, and consistency of the datasets, while research analysts deliver data updates, trends, key takeaways, deep-dives, and more for each company in the portfolio.

Our Backgrounds

  • Harvard
  • Princeton
  • MIT
  • UPenn
  • Stanford
  • Columbia
  • Yale
  • NYU
  • University of Sydney
  • Dartmouth
  • HEC Paris
  • Cornell
  • Duke
  • Georgetown
  • U. of Chicago
  • University of Virginia
  • Brown
  • George Washington University
  • The Blackstone Group
  • Goldman Sachs
  • Bloomberg
  • JP Morgan
  • Morgan Stanley
  • Citigroup
  • Wilson Sonsini Goodrich & Rosati
  • Bank of America
  • EZE Software Group
  • Credit Suisse
  • Macquarie Group
  • Barclays
  • S&P
  • UBS
  • PIMCO
  • Oliver Wyman
  • Deustche Bank
  • NERA

Leadership

Vinicius Vacanti

Founder & CEO

Previously worked at Quadrangle and The Blackstone Group. Graduated from Harvard College with a degree in Applied Math.

Jim Moran

Founder & President

Previously worked at The Blackstone Group. Graduated from Harvard College with a degree in Economics.

Steve Pulec

CTO

Previously worked at CUNA Mutual Group. Graduated from University of Wisconsin & Madison with a degree in Computer Science and Applied Mathematics.

Nessia Kushner

General Counsel

Previously worked at Wilson Sonsini Goodrich & Rosati, P.C. as an attorney in the California and New York offices. Graduated from Columbia Law School with a J.D.

James Farner

VP of Engineering

Previously the Lead Engineer for Equity Backtesting Products at Bloomberg. Graduated from Washington University in St. Louis where he studied Finance, Accounting, & Computer Science.

Jordan Milan

VP of Product

Previously was a High Yield Trading Analyst & Research Analyst at Barclays. Graduated from Harvard College with a degree in Economics and minor in Statistics.

Daniel Pellegrinelli

VP of Research

Previously worked at Goldman Sachs, covering the Communications Services industry. Graduated from George Washington University with a degree in Economics.

James Hart

VP of Sales

Previously worked at Experian in the United States and Australia in their sales division. Graduated from University of Technology Sydney with a degree in Business.

Travis Wittenburg

VP of Marketing

Previously was CMO at Exact Data, a marketing tech company. Graduated from Indiana University Bloomington with a degree in Journalism and minors in Marketing, Entrepreneurship, and Small Business Management.

Engineering

Mingwei Gu

Engineering Director

Previously worked at Five Rings Capital. Graduated from Massachusetts Institute of Technology with a degree in Mathematics & Computer Science.

Andrew Gross

Staff Engineer

Previously led the integration of Amazon Web Services into the infrastructure at Quality Health. Graduated from Cornell University with a degree in Applied Engineering Physics.

Hugo Tavares

Staff Engineer

Previously was an engineer for Globo.com. Authored, coauthored, and contributed to opensource projects including: pip, the Python package installer, splinter, should-dsl, and others. Authored the book Redis Essentials.

Jim Shields

Senior Software Engineer

Previously worked at Novus on their Analytics team. Graduated from Fordham University with a degree in Finance and Economics and attended Hacker School to focus on Python and Web Development.

Robert Muldoon

Engineering Manager

Previously worked in Equity Capital Markets at Credit Suisse, covering the Technology, Media and Telecom sector. Attended the software engineering program at Fullstack Academy. Graduated from Boston College with a degree in Finance. Earned the CFA designation.

Annie Holladay

Software Engineer II

Previously worked at Carnegie Mellon University as a graduate Student in the Robotics Institute. Graduated from Massachusetts Institute of Technology with a degree in Computer Science and Electrical Engineering.

Wei Lu

Senior Software Engineer

Previously worked as an engineer at an ad tech startup and, previously, at a mobile consumer startup.

Sam Larson

Lead Sales Engineer

Previously the Head Economic Research Analyst for the US Department of Justice, Antitrust Division. Graduated from Stanford University with a degree in Public Policy.

Jessie Nadler

Senior Software Engineer

Previously worked as a mechanical engineer at Ultra Electronics & 3 Phoenix. Attended the Web Development program at the Flatiron School. Graduated from Duke University with a degree in Mechanical Engineering.

Sam Narisi

Software Engineer II

Previously worked as a content writer for Fino Consulting. Attended the software engineering program at Fullstack Academy. Graduated from Saint Joseph's University with a B.A. in English.

Anup Segu

Software Engineer II

Previously worked as a Leveraged Finance Analyst at Citigroup. Attended the software engineering program at App Academy. Graduated from Indiana University with a B.S. in Finance and a B.A. in Mathematics and Economics.

Angely Philip

Software Engineer II

Previously interned as a software engineer at J.P. Morgan and PwC. Graduated from Indiana University with a B.S. in Computer Science. 

Edward Goo

Software Engineer II

Previously worked as an Assistant Vice President at GCM Grosvenor. Attended the software engineering program at Fullstack Academy. Graduated from Syracuse University with a degree in Finance and Accounting.

Ian O'Boyle

Software Engineer II

Previously worked as an engineer at an education and fitness startup. Graduated from Rensselaer Polytechnic Institute with a B.S. in Computer Science

Charles Park

Software Engineer II

Previously worked at EAI Technologies as a software engineer, helping build enterprise applications. Graduated from Macalester College with a B.A. in Computer Science and Applied Mathematics.

Priyam Sarma

Software Engineer I

Previously worked in consulting as a Technical Architect for Accenture. Attended the Web Development program at the Flatiron School. Graduated from Cornell University with a degree in Materials Science and Engineering.

Conor Reid

Software Engineer I

Previously worked in data engineering at Bloomberg. Graduated from The College of New Jersey with a degree in Economics and History.

Brian Kim

Software Engineer I

Previously worked on the investment teams at venture capital and private equity firms in Asia. Graduated from Washington University in St. Louis and Phillips Exeter Academy.

Michael Lin

Software Engineer I

Previously worked in the environmental and product liability practice at Bates White Economic Consulting. Graduated from Duke University with a degree in Mathematics and Statistical Science, and a minor in Computer Science.

Hillevi Eklöw

Solutions Engineer

Previously interned as a Safety Analyst at Ringhals Nuclear Power Plant in Sweden. Graduated from Long Island University C.W. Post with a degree in Applied Mathematics with Computer Science.

Brandon Ngai

Product Manager, Data Experience

Previously worked in campaign management, solutions, and product, at Vistar Media, an ad tech startup. Graduated from Drexel University with a degree in Political Science.

Data and Analysis

Charles Nairn

Senior Data Product Analyst

Previously worked in the securities and finance practice at NERA Economic Consulting. Graduated from Dartmouth College with a degree in Economics and Mathematics.

Jacqueline Goldman

Senior Data Product Analyst

Previously worked in the intellectual property and antitrust practice at NERA Economic Consulting. Graduated from Brown University with a degree in Economics and Psychology.

Ipek Nergiz

Senior Data Product Analyst

Previously worked as a valuation analyst at KPMG. Graduated from Lehigh University with bachelors in Electrical Engineering and Integrated Business & Engineering and masters in Analytical Finance.

Dylan Payne

Senior Data Product Analyst

Previously worked as a management consultant at Oliver Wyman. Graduated from Dartmouth College with a degree in Engineering Sciences and Economics.

Julius Danek

Senior Data Product Analyst

Previously worked at Brilliant Bicycles. Graduated from Massachusetts Institute of Technology with a Masters degree in Finance.

Kan Chen

Senior Data Product Analyst

Previously worked at Bank of America Merrill Lynch. Graduated from MIT Sloan with a Master of Finance degree and completed a B.A. in economics and mathematics at University of Virginia.

Diogo Miura

Senior Data Product Analyst

Previously worked as an Equity Research Analyst at Goldman Sachs, Deutsche Bank, and J.P. Morgan in Sao Paulo, Brazil. Graduated from the University of Sao Paulo with a degree in Economics. Earned the CFA designation.

Carl McEncroe

Senior Data Product Analyst

Previously worked as an Engineering Manager at Jarvik Heart. Graduated from the University of Sydney with Bachelors in Biomedical Engineering and Commerce with majors in Finance and Econometrics.

William Mensch

Data Product Analyst

Previously worked at Stout Advisory. Graduated from the University of Virginia with a degree in Commerce. Earned the CFA designation.

Robbie Sheehy

Data Product Analyst

Previously worked at Blue Ridge Capital as a data analyst. Graduated from Pace University with an MBA in Financial Management and Manhattanville College with a BA in Finance and Communication.

Abigail Sarikas

Data Product Analyst

Previously worked as an Internal Audit Analyst at Morgan Stanley. Graduated from the University of Michigan's Ross School of Business with a BBA in Finance and a BA in English.

Julia Yue

Data Product Analyst

Previously worked in Equity Research at J.P. Morgan. Graduated from Princeton University with a degree in Molecular Biology.

Binyomin Swerdlik

Data Product Associate

Previously worked as an Analyst at Beechwood Re, developing annuity products. Graduated from Baruch College with a degree in Actuarial Science.

Yang Yang

China Product Analyst

Previously worked as an Analyst at Canadalife Investments and JPMorgan Asset Management. Graduated from Peking University with a Masters in Finance and Economics.

 

Will Treichler

Data Product Associate

Previously worked at the New York Stock Exchange in the trading technology division. Graduated from Colgate University with degrees in Economics and Political Science.

James Chao

Data Product Associate

Previously worked at Bank of America Merrill Lynch and Citigroup. Graduated from Cornell University with a Masters in Financial Engineering and McGill University with a degree in Finance and minor in Mathematics. Passed all three levels of the CFA program.

Matt Ordway

Data Product Associate

Previously worked at IBM as a Senior Consultant, focusing on data strategy and digital transformation engagements. Graduated from Duke University with a B.A. in Public Policy and minor in Economics.

Chase Grund

Data Product Associate

Previously worked as a trading risk analyst at NextEra Energy Resources. Graduated from the University of Miami with a BSBA in Finance.

Trisha Jain

Data Product Associate

Previously worked in strategy and advisory solutions at Morgan Stanley. Graduated from the Wharton School at the University of Pennsylvania with a degree in Economics, concentrating in Operations and Information Management.

Joon Kim

Data Product Associate

Previously worked as a Product Manager at Lenovo. Graduated from Columbia University with a BS in Financial Engineering.

Melvin Shieh

Data Product Associate

Previously was an Equity Research Analyst at Bank of America Merrill Lynch covering the marine shipping sector, with prior experience in private equity and investment banking. Graduated from Emory University with a BBA in Finance.

Khalid Hassan

Data Product Associate

Previously worked in the Finance and Antitrust practices at Bates White Economic Consulting. Graduated from the University of Virginia with a BA in Mathematics and Economics.

Shun Zenda

Data Product Associate

Previously worked in analytics at Vistar Media, an ad tech startup. Graduated from the University of Virginia with a degree in Psychology.

Gates Cao

Data Product Associate

Previously interned as a summer analyst at J.P. Morgan. Graduated from Northwestern University with a B.A. in Statistics and Economics. 

Yujung Rho

Data Product Associate

Previously worked as a Rotational Analyst at Capital One. Graduated from Northwestern University with a BA in Statistics and Economics.

Tyler Hartsfield

Data Product Associate

Previously worked in the enterprise strategy and transformation division at the MITRE Corporation. Graduated from Vanderbilt University with a degree in Economics, Political Science, and Spanish.

Jeffrey Ho

Data Product Associate

Previously worked at Societe Generale as an associate. Graduated from Macaulay Honors College at Baruch College with a B.B.A. in Statistics and Quantitative Modeling.

Richard Choi

Data Product Associate

Previously worked at PwC Strategy& (formerly Booz and Co.). Graduated from Princeton University with a degree in Public and International Affairs.

Muci Yu

Data Product Associate

Previously interned as a summer analyst at Jones Lang LaSalle. Graduated from New York University with a M.S. in Urban Data Science.

Ben Ou

Data Product Associate

Previously worked as an Analyst at Citigroup. Graduated from the University of Miami with a BSBA in Finance and Accounting. Passed all three levels of the CFA program.

Ying Zhou

Data Product Associate

Previously worked in customer insights at Albatross CX. Graduated from University of Rochester with a MS degree in Business Analytics.

Josh Maccabee

Director of Product Experience

Previously worked at a global event ticketing startup and at Rothschild in their Mergers & Acquisitions group. Graduated from Johns Hopkins University with a degree in Economics.

Stephen Lento

Director of Partnerships

Previously worked in Investment Banking at Goldman Sachs. Graduated from Skidmore College with degrees in Business and Psychology.

Jenny Liu

Research Analyst

Previously worked at JP Morgan providing investment analytics and consulting services to large institutional investors. Graduated from Princeton University with a degree in Economics and a certificate in Finance.

Ted Peikidis

Research Analyst

Previously worked in equity research at Integre Asset Management. Graduated from Pennsylvania State University with a degree in Finance.

Michael Sloan

Research Analyst

Previously worked at Harvey Partners, a long/short equity investment firm. Received a JD and an MBA from Columbia University. Received a MA in Communication and a BA in History from Stanford University.

Sidak Singh

Research Analyst

Previously worked as an investment professional at Concord International Investments. Graduated from the Tuck School of Business at Dartmouth with a Masters in Business Administration, and the Indian Institute of Technology, Delhi, with a Bachelors and Masters in Technology

Nathaniel Harmon

Research Analyst

Previously worked as a Project Manager at Guidepoint. Graduated from Vanderbilt University with a degree in Economics and minors in Corporate Strategy and Financial Economics. 

Chad Horner

Research Associate

Previously worked as a Portfolio Associate at PIMCO. Graduated from Princeton University with a degree in Operations Research and Financial Engineering and certificates in Computer Science and Finance.

Steve Tao

Research Associate

Previously worked at Brentwood Capital Advisors. Graduated from Carnegie Mellon University with a Master in Computational Finance degree and completed his B.S. in commerce and mathematics at the University of Virginia.

Justin Yoo

Research Associate

Previously worked at Kensho Technologies, a machine learning and analytics firm as an Investment Analyst. Graduated from UC Riverside studying Finance and Pre-Med. Passed all three levels of the CFA program.

Serena Hong

Research Associate

Previously worked in Equity Research at Credit Suisse. Graduated from Barnard College of Columbia University with a degree in Economics.

Peter Martin

Research Associate

Previously worked at Select Equity Group. Graduated from Princeton University with a degree in Classics.

Avinash Danda

Research Associate

Previously worked in Equity Research at Northcoast Research. Graduated from Duke University with degrees in Biomedical Engineering and Economics.

Finance, Legal, and Operations

Revenue

Isaac Wyse

Director of Revenue Operations

Previously worked in Sales and Account Management Operations at S&P Global Market Intelligence. Graduated from Eastern Mennonite University with a degree in Business and minors in Economics and Accounting.

Jonathan Kelly

Revenue Operations Manager

Previously worked as an International Mapping Operations Launcher at Uber. Graduated from University of Colorado at Boulder with a degree in Business Administration and an emphasis in Marketing.

Jordan Gaynes

Revenue Analyst

Previously worked at Deloitte Consulting in Strategy and Operations. Graduated from Wesleyan University with a B.A. in Psychology and Economics.

Sean Roe

Revenue Enablement Manager

Previously worked in Sales Training and Enablement at WeWork. Graduated from Millikin University with a degree in Journalism and Theater.

Rachel Lange

Director of Client Strategy

Previously a Cataloguer and Sales Administrator at Sotheby's. Graduated from Columbia University with a degree in French Language and Literature.

Jeremy Wawn

Director of Client Strategy

Previously worked in US Equity Derivatives at Canaccord Genuity in NYC.  Graduated from Macquarie University with a Masters in Applied Finance and The University of Sydney with a degree in Economics.

Henry Li

Senior Client Strategy Manager

Previously worked at Lynk Global in their Client Solutions division in Hong Kong. Graduated from the University of Manchester with a BSc in Psychology.

Noah Gup

Senior Client Strategy Manager

Previously worked at Third Bridge in Global Equities. Graduated from Wesleyan University with a degree in Government and College of Letters.

Julie Chen

Client Strategy Manager

Previously worked at HSBC in Corporate Banking. Graduated from The University of Melbourne with a degree in Finance and Economics. 

Benjamin McIntosh

Client Strategy Manager

Previously a Director of Account Management at Primary Insight. Graduated from the University of South Carolina with a degree in Biological Sciences.

Bryan Tsui

Director of Sales, APAC

Previously worked at Bloomberg L.P. and Yuanta Asset Management in Hong Kong. Graduated from The University of Edinburgh with a MA in Economics and Accounting.

Tom Ruello

Director of Sales

Previously worked in institutional equity sales at Euroz Securities in Perth, Australia. Graduated from the University of Western Australia with a B.Com in Finance, and from the Curtin University of Technology with a Graduate Diploma in Mineral Exploration Geoscience.

Justin Harkness

Director of Sales

Previously worked in hedge fund sales at Bloomberg L.P.. Graduated with a degree in Business Administration from the University of San Diego and an MBA from Columbia Business School.

Sam Bergen

Senior Sales Executive

Previously worked leading sales on the west coast for AlphaSense, and prior to that buy-side sales at Bloomberg L.P. Graduated from University of San Diego with a degree in Finance.  

Robert Lindon

Sales Executive

Previously worked in Business Development at Eze Software Group. Graduated from Bates College with degrees in History and French.

Christopher Catania

Sales Executive

Previously worked in Corporate Business Development at Guidepoint. Graduated from the University of Pennsylvania with degrees in Economics and Linguistics, and a minor in Spanish.

Pavitra Duggal

Sales Executive

Previously worked in Business Development at Hedgeye and before that worked as a Consumer Practice Leader at the Gerson Lehrman Group.  Before GLG, worked in investment banking for 6.5 years at JPMorgan.  Graduated from Northwestern University with a degree in Economics & Communication Studies

Meghan Van Dusen Spear

Sales Executive

Previously worked in hedge fund sales at Mosaic Research Management. Graduated from Emerson College with a degree in Communication.

Colm Browne

Sales Executive

Previously worked in Business Development for Proseeder Technologies. Graduated from Dublin Institute of Technology with a Masters in Business & Entrepreneurship, and from University College Dublin with a Masters and BA in Urban Planning.

Elizabeth Glasson

Sales Executive

Previously worked at Reorg Research. Graduated from Union College and Benjamin N. Cardozo School of Law.

Alex Pinsky

Sales Executive

Previously worked in enterprise sales at Bloomberg L.P. selling into their largest asset management and insurance clients across the United States. Graduated from Hobart College with a degree in American History and a minor in Economics 

Zach Emmett

Sales Executive

Previously worked for Fox River, a broker-dealer of FIS. Graduated in 2015 from NJIT

Evan Milas

Sales Executive

Previously worked in Hedge Fund Sales at Bloomberg L.P. Is a Certified Alternative Investment Analyst (CAIA) charter holder. Graduated from Quinnipiac University with a degree in Political Science and a minor in Economics.

Bill Gottlieb

Sales Executive

Previously worked in sales at Bloomberg LP. Graduated from American University with a degree in Economics and International Studies. 

Aidan O'Rourke

Account Associate Manager

Previously worked at AlphaSights in their Consulting segment. Graduated from Boston College with a degree in Economics and History. 

Henry Hecht-Felella

Account Associate

Previously worked at Newell Brands in e-Commerce strategy. Currently enrolled in Long Island University's Entrepreneurship BA program.

Juliet Sato

Account Associate

Previously worked at The Expert Institute and before that worked at Third Bridge in Global Equities. Graduated from the City University of New York, Hunter College with a degree in Sociology and Public Policy.

Katherine Poliakoff

Account Associate

Previously was a Research Manager at Guidepoint Global and an Analyst at Medical Marketing Economics LLC. Graduated from Rutgers University with a degree in Economics and History.

Connor Chabot

Account Associate

Previously worked as a Senior Associate at Third Bridge Group. Graduated from Colgate University with a degree in Political Science.

TJ Thaler

Account Associate

Previously worked in Institutional Relationship Management at The Bank of New York Mellon. Graduated from the College of Charleston with a B.A. in Arts Management.

Brenan Chiulli

Account Associate

Previously worked as a Research Manager at Guidepoint Global. Graduated from Towson University with a degree in Business Administration, concentration Finance.

Braden Scales

Account Associate

Previously worked at Third Bridge in Global Equities. Graduated from the University at Buffalo with a degree in International Business and Finance.