Lisa Springer, MBA
Research Analyst
Lisa brings over 15 years experience in equity research and investment marketing to Viriathus. Prior to joining Viriathus, Lisa worked as an equity Analyst at Kemper Financial Services and at the Financial Relations Board in Chicago. Lisa is a published author of Ten Steps to Better Financial Reporting in The Handbook of Business Strategies. She also serves on the Board of Directors for the Center for Speech and Language Disorders (CSLD), a non-profit providing services and support to families of children with autism. Lisa has BA from Kalamazoo College, Michigan and an MBA in Finance from the University of Chicago.
Marco Rodriguez, CFA
Research Analyst
Marco Rodriguez is a research and corporate finance professional that brings over 20 years of experience in the securities industry. Mr. Rodriguez was previously a Vice President in the Corporate Finance Department at Roth Capital Partners. He focused on M&A advisory and private and public placements for companies primarily in the industries of gaming equipment, general technology, business services and consumer. Mr. Rodriguez was also a Senior Research Analyst with Roth Capital's Equity Research Group focusing on Technology Special Situations, Network Security and the Data Storage Industry. Prior to Roth Capital, Mr. Rodriguez worked as an Associate Portfolio manager and Analyst at a buy-side firm called The Keller Group. In one of his capacities, he worked as a research generalist covering the technology, telecom, and industrial sectors, along with mid-cap investments at the firm. Mr. Rodriguez is a CFA Charterholder and is a member of the CFA Institute. He received a BSBA in Finance from the American University in Washington, DC.
Philipp M-O Kin (LLB, BBus, Dip in App Finance & Investment)
Research Analyst
Philipp began his career at Royal Dutch Shell (Australia) in their Graduate program working in the Economics and Business Planning Division before progressing through various roles to the position of Lead Economist for the Browse LNG Project.
Post leaving Shell, Philipp joined the Royal Bank of Scotland to head the Oil, Gas and Energy Equity Research team where he covered the Large, Mid-Cap and Smaller Australian Energy stocks. Post RBS, Philipp filled similar roles with other prominent financial advisory houses producing published research on various public and private companies with projects in multiple jurisdictions. In addition, Philipp and has worked as Investor Relations at Oil Search Ltd. which was recently acquired by Santos.
Philipp’s specialties are in the Oil & Gas, Coal, Renewables, Resources and Energy sector.
Philipp holds a Bachelor of Laws & Bachelor of Business from the University of Notre Dame and a Graduate Diploma of Applied Finance from Kaplan Professional.
Ray Meadows, CFA
Research Analyst
Mr. Meadows is the Chief Investment Officer at Berkeley Investment Advisors, a registered investment advisor in San Francisco, California. Ray is a CPA, CFA, and an MBA. Mr. Meadows also has a Masters degree in economics and teaches CFA review courses. Ray began his career in auditing and tax and then pursued an academic career in the Ph.D. program at Berkeley. He learned the practical (and technical) aspects of the capital markets in the trenches as a quant reviewing market wide hedge fund trading at Citigroup in New York. With this superior grasp of the underlying workings of companies, economies, and markets, he has outperformed the S&P 500 by more than 200% over the last 11 years. Mr. Meadows has been involved in developing business plans and the capital raising process for several early stage companies since 1999; he understands what investors want to know about young companies and how to provide answers in a compelling way. Mr. Meadows has been writing on real estate and finance for 10 years; he has written articles for Risk Magazine, Investopedia.com and Wikinvest.com as well as privately distributed investment analysis and advice.
