NEEDHAM - History of Changes


DateDescription
2024-03-20 update person_description Patrick Malloy => Patrick Malloy
2023-08-01 delete person Rajvindra Gill
2023-05-29 update person_description Mike Cikos => Mike Cikos
2023-02-08 delete managingdirector Martin Keck
2023-02-08 delete person Martin Keck
2023-02-08 delete person Vik Bagri
2023-02-08 update person_description Julie Harbey => Julie Harbey
2022-10-05 insert managingdirector Brian Perrault
2022-10-05 insert managingdirector Shawn Messner
2022-10-05 insert person Bobby Steinkrauss
2022-10-05 insert person Brian Perrault
2022-10-05 insert person Shawn Messner
2022-08-05 insert person Brian Stollar
2022-06-05 insert person Joshua Reilly
2022-05-06 delete person Charles Baltic
2022-05-06 delete person Greg Giannakopoulos
2022-05-06 insert person Matthew Wagner
2022-04-06 delete person Vincent Yu
2022-04-06 insert person Ami Fadia
2022-04-06 insert person Anna Andreeva
2022-04-06 insert person Bernie McTernan
2022-04-06 insert person Charles Shi
2022-04-06 insert person David Saxon
2022-04-06 insert person Gil Blum
2022-04-06 insert person John Todaro
2022-04-06 insert person Kyle Peterson
2022-04-06 insert person Ryan Koontz
2022-04-06 insert person Vik Bagri
2022-03-06 insert managingdirector Matt Castrovince
2022-03-06 delete person Jack Andrews
2022-03-06 insert person Mike Cikos
2022-03-06 update person_description Matt Castrovince => Matt Castrovince
2022-03-06 update person_title Jack Iacovone: President and Head of Investment Banking => Chief Executive Officer, Needham & Company, LLC
2022-03-06 update person_title Matt Castrovince: Principal => Managing Director
2021-12-09 delete person Chad Messer
2021-08-11 insert person David Laufer
2021-08-11 update person_title Jack Iacovone: President, Head of Investment Banking and Co - Head of Mergers & Acquisitions => President and Head of Investment Banking
2021-06-09 delete person Richard Valera
2021-06-09 delete person Rick Patel
2021-06-09 update person_description Simon Gill => Simon Gill
2021-02-22 delete person Alan Carr
2021-02-22 delete person Brad Erickson
2021-02-22 delete person Stephen Unger
2021-02-22 insert person Chris Pierce
2021-02-22 insert person Joseph Stringer
2021-02-22 update person_description Laura Martin => Laura Martin
2021-01-21 delete managingdirector Carolyn Horn
2021-01-21 insert managingdirector Navdeep Saini
2021-01-21 insert otherexecutives Simon Gill
2021-01-21 update person_description Will Cass => Will Cass
2021-01-21 update person_title Carolyn Horn: Managing Director => Managing Director, Co - Head of Healthcare Investment Banking
2021-01-21 update person_title Julie Harbey: Principal, Syndicate Manager => Managing Director, Syndicate Manager
2021-01-21 update person_title Kevin McGrath: Principal and Head of Corporate & Venture Services => Managing Director and Head of Corporate & Venture Services
2021-01-21 update person_title Navdeep Saini: Principal => Managing Director
2021-01-21 update person_title Pooyan Mehdizadeh: Managing Director, Co - Head of Mergers & Acquisitions => Managing Director, Head of Mergers & Acquisitions
2021-01-21 update person_title Simon Gill: Head of Needham 's Healthcare Investment Banking Group; Managing Director, Head of Healthcare Investment Banking => Managing Director, Co - Head of Healthcare Investment Banking; Co - Head
2020-10-07 delete person Matt Ochsner
2020-10-07 update person_description Helen Li => Helen Li
2020-05-03 update person_description Matt McGinley => Matt McGinley
2020-04-03 insert person Matt McGinley
2020-04-03 insert person Peter Donat
2020-02-02 delete founder David Townes
2020-02-02 delete vp Erick Volp
2020-02-02 delete vp Matt Castrovince
2020-02-02 delete vp Matt Stavris
2020-02-02 insert managingdirector Carolyn Horn
2020-02-02 insert managingdirector Ryan Walters
2020-02-02 insert managingdirector Will Cass
2020-02-02 delete person David Townes
2020-02-02 update person_description Carolyn Horn => Carolyn Horn
2020-02-02 update person_description Greg Giannakopoulos => Greg Giannakopoulos
2020-02-02 update person_title Carolyn Horn: Principal => Managing Director
2020-02-02 update person_title Erick Volp: Vice President => Principal
2020-02-02 update person_title Greg Giannakopoulos: Managing Director, Head of Institutional Sales and Sales Trading => Head of Institutional Sales, Sales Trading, Corporate Access and Corporate Services; in 2015 As a Member of the Firm 's Operating Committee
2020-02-02 update person_title Matt Castrovince: Vice President => Principal
2020-02-02 update person_title Matt Stavris: Vice President => Principal
2020-02-02 update person_title Ryan Walters: Principal => Managing Director
2020-02-02 update person_title Will Cass: Principal => Managing Director
2019-10-03 delete managingdirector Brian Perrault
2019-10-03 delete managingdirector Charles Baltic
2019-10-03 delete person Brian Perrault
2019-10-03 insert person Vincent Yu
2019-10-03 update person_title Charles Baltic: Managing Director => Senior Advisor
2019-09-03 delete managingdirector Simon Gill
2019-09-03 delete person John Lazo
2019-09-03 insert person Kevin McGrath
2019-09-03 update person_title Simon Gill: Managing Director => Head of Needham 's Healthcare Investment Banking Group; Managing Director, Head of Healthcare Investment Banking
2019-05-02 delete person Sean Hannan
2019-01-06 insert person Brad Erickson
2019-01-06 insert person Patrick Malloy
2019-01-06 insert person Stephen Unger
2018-11-27 delete vp Dan Cocks
2018-11-27 insert vp Erick Volp
2018-11-27 delete person Colleen Holmes
2018-11-27 delete person Dan Cocks
2018-11-27 delete person Edwin Mok
2018-11-27 delete person Jinjin Qian, CFA
2018-11-27 insert person Erick Volp
2018-07-10 delete person Danielle Brill
2018-07-10 delete person Kerry Rice
2018-07-10 delete person Peter Levine
2018-07-10 insert person Ryan MacDonald
2018-07-10 update person_description Martin Keck => Martin Keck
2018-07-10 update person_description Matt Castrovince => Matt Castrovince
2018-02-11 delete vp Ryan Walters
2018-02-11 insert managingdirector Christopher Smajdor
2018-02-11 insert managingdirector Martin Keck
2018-02-11 delete person Gunjeet Baweja
2018-02-11 update person_title Arthur Su: Research Associate, Semiconductor Capital Equipment; Research Associate, Solar / Photovoltaics, LED & Lighting => Research Associate, Solar / Photovoltaics, LED & Lighting
2018-02-11 update person_title Christopher Smajdor: Principal => Managing Director
2018-02-11 update person_title Martin Keck: Principal => Managing Director
2018-02-11 update person_title Ryan Walters: Vice President => Principal
2017-10-21 delete person Dylan Dittrich
2017-10-21 insert person David Saxon
2017-10-21 insert person Morgan McCarthy
2017-10-21 update person_description Peter Levine => Peter Levine
2017-10-21 update person_title Peter Levine: Research Associate, SaaS / Application Software / Human Capital Management => Research Analyst, SaaS / Application Software / Human Capital Management
2017-08-04 update person_description Mike Matson => Mike Matson
2017-08-04 update person_title Dylan Dittrich: Research Associate, IT Services & Financial Technology => Research Associate, Financial
2017-08-04 update person_title Ethan Potasnick: Research Associate, Advanced Industrial Technologies / Display, Vision & Imaging Technologies; Research Associate, Medical Technologies & Diagnostics => Research Associate, Advanced Industrial Technologies / Display, Vision & Imaging Technologies and Electronic Manufacturing Services, IT Components & Electronic Components
2017-08-04 update person_title Mayank Tandon: Senior Analyst, IT Services & Financial Technology => Senior Analyst, Financial
2017-07-07 insert vp Matt Stavris
2017-07-07 delete person Richard Kugele
2017-07-07 insert person Dylan Dittrich
2017-07-07 insert person Ethan Potasnick
2017-07-07 insert person Jack Andrews
2017-07-07 insert person Matt Stavris
2017-07-07 insert person Rick Patel
2017-07-07 update person_description Danielle Brill => Danielle Brill
2017-05-20 delete managingdirector Jack Higgins
2017-05-20 delete managingdirector James King
2017-05-20 delete managingdirector Steve Camp
2017-05-20 delete vp Matt Ochsner
2017-05-20 delete person Philip Ianniello
2017-05-20 delete person Robin Graham
2017-05-20 update person_title Gunjeet Baweja: Managing Director, Head of West Coast Mergers & Acquisitions => Managing Director, Co - Head of Mergers & Acquisitions
2017-05-20 update person_title Jack Higgins: Managing Director => Managing Director, Co - Head Boston Investment Banking
2017-05-20 update person_title Jack Iacovone: Managing Director, Head of Investment Banking and Head of Mergers & Acquisitions; President, Head of Investment Banking and Head of Mergers & Acquisitions => President, Head of Investment Banking and Co - Head of Mergers & Acquisitions
2017-05-20 update person_title James King: Managing Director => Managing Director, Head of West Coast Investment Banking
2017-05-20 update person_title Matt Ochsner: Vice President => Principal
2017-05-20 update person_title Steve Camp: Managing Director => Managing Director, Co - Head of Boston Investment Banking
2017-03-22 delete person Spencer Bogart
2017-03-22 insert person Kevin Caliendo
2017-02-03 delete person Nicole Germino
2017-02-03 delete person Scott Zeller
2017-02-03 update person_description Jack Iacovone => Jack Iacovone
2017-02-03 update person_title Alex Henderson: Communications; Senior Analyst, Networking Technology & Optical Equipment => Communications; Senior Analyst, Networking & Security Technology
2017-02-03 update person_title Jack Iacovone: Managing Director, Head of Investment Banking and Head of Mergers & Acquisitions => Managing Director, Head of Investment Banking and Head of Mergers & Acquisitions; President, Head of Investment Banking and Head of Mergers & Acquisitions
2017-01-06 delete vp Will Cass
2017-01-06 delete person Sean C. Dwyer
2017-01-06 update person_title Edwin Mok: Senior Analyst, Solar / Photovoltaics, LED & Lighting; Senior Analyst, Semiconductor Equipment => Senior Analyst, Solar / Photovoltaics, LED & Lighting; Senior Analyst, Semiconductor Capital Equipment
2017-01-06 update person_title Greg Giannakopoulos: Sales; Managing Director, National Head of Institutional Sales => Sales; Managing Director, Head of Institutional Sales and Sales Trading
2017-01-06 update person_title Helen Li: Principal, Head of China Investment Banking => Managing Director, Head of China Investment Banking
2017-01-06 update person_title Robert Mertens: Research Associate, Microcontrollers / Analog / Touch ICs Consumer Semiconductors / Multi - Market Computing Global Memory => Research Associate, Microcontrollers / Analog / Mixed Signal Consumer IC / Multi - Market Computing Global Memory
2017-01-06 update person_title Sean Hannan: Senior Analyst, Smart Grid; Senior Analyst, Electronic Manufacturing Services & Electronic Components => Senior Analyst, Smart Grid; Senior Analyst, Electronic Manufacturing Services, IT Components & Electronic Components
2017-01-06 update person_title Will Cass: Vice President => Principal
2016-10-25 insert person Jordan Zelin
2016-10-25 insert person Robert Mertens
2016-10-25 update person_description Jack Higgins => Jack Higgins
2016-10-25 update person_title Richard Valera: Senior Analyst, Electronic Design Automation; Senior Analyst, Communications Infrastructure => Senior Analyst, Technical Software & Communications Services; Senior Analyst, Communications Infrastructure
2016-08-02 insert vp Ryan Walters
2016-08-02 delete person Esther Pang
2016-08-02 delete person Ray Godfrey
2016-08-02 delete person Steven Miller
2016-08-02 insert person Ryan Walters
2016-07-05 delete person David Rold
2016-07-05 delete person Mike Huang
2016-05-03 delete person Joshua Buchalter
2016-05-03 insert person Jinjin Qian
2016-05-03 insert person Nicole Germino
2016-05-03 update person_description David Rold => David Rold
2016-05-03 update person_description Scott Zeller => Scott Zeller
2016-05-03 update person_description Spencer Bogart => Spencer Bogart
2016-05-03 update person_title David Rold: Analyst, IT Distribution & Services / Solutions Providers / PCs & Peripherals => Senior Analyst, IT Distribution & Services / Solutions Providers / PCs & Peripherals
2016-04-05 insert person Danielle Brill
2016-04-05 insert person Peter Levine
2016-04-05 update person_title Serge Belanger: Senior Analyst, Biopharmaceuticals => Senior Analyst, Specialty Pharmaceuticals & Biopharmaceuticals
2016-02-17 delete vp Nitin Doke
2016-02-17 delete person Elizabeth Chwalk
2016-02-17 delete person Krysten Sciacca
2016-02-17 insert person Arthur Su
2016-02-17 insert person Esther Pang
2016-02-17 update person_title David Rold: Research Associate, IT Hardware / Cloud Infrastructure Hardware / Hosting => Analyst, IT Distribution & Services / Solutions Providers / PCs & Peripherals
2016-02-17 update person_title Kim Donovan: Research Associate, Semiconductor Capital Equipment; Research Associate, Solar / Photovoltaics, LED & Lighting => Research Associate, IT Hardware / Cloud Infrastructure & Hardware / Hosting
2016-02-17 update person_title Nitin Doke: Vice President; Principal => Principal
2016-01-19 insert managingdirector Scott Glaid
2016-01-19 delete person Jeffrey J. Posner
2016-01-19 insert person Greg Giannakopoulos
2016-01-19 update person_description Sean Hannan => Sean Hannan
2016-01-19 update person_title Scott Glaid: Principal => Managing Director
2015-10-19 delete person Brad Mas
2015-10-19 insert person Ray Godfrey
2015-10-19 update person_title Krysten Sciacca: Research Associate, Communication ICs & Consumer Semiconductors; Research Associate, Communications Infrastructure => Research Associate, Communications Infrastructure
2015-08-24 delete managingdirector David Townes
2015-08-24 delete vp Martin Keck
2015-08-24 insert vp Dan Cocks
2015-08-24 insert person Dan Cocks
2015-08-24 insert person Helen Li
2015-08-24 update person_description Jim Apostolides => Jim Apostolides
2015-08-24 update person_title David Townes: Co - Founder; Managing Director => Co - Founder
2015-08-24 update person_title Martin Keck: Vice President => Principal
2015-06-20 delete person Sean McGowan
2015-05-23 delete person James Nie
2015-05-23 delete person Mark Vignola
2015-05-23 insert person Joshua Buchalter
2015-05-23 insert person Julie Harbey
2015-05-23 insert person Scott Berg
2015-05-23 insert person Spencer Bogart
2015-04-14 delete person Elliot Wilbur
2015-03-17 delete person Michael Turrin
2015-03-17 delete person Peter Bennett
2015-02-11 delete vp Adam Mostafa
2015-02-11 delete vp Christopher Smajdor
2015-02-11 delete vp Navdeep Saini
2015-02-11 insert managingdirector Steve Camp
2015-02-11 insert vp Matt Ochsner
2015-02-11 delete person Adam Mostafa
2015-02-11 delete person Glenn Hanus
2015-02-11 delete person Jessica Cracolici
2015-02-11 insert person Matt Ochsner
2015-02-11 update person_title Christopher Smajdor: Vice President => Principal
2015-02-11 update person_title Navdeep Saini: Vice President => Principal
2015-02-11 update person_title Nitin Doke: Vice President => Vice President; Principal
2015-02-11 update person_title Steve Camp: Principal => Managing Director
2015-01-09 insert vp Christopher Smajdor
2015-01-09 insert vp Martin Keck
2015-01-09 insert vp Will Cass
2015-01-09 delete person Elizabeth Colley
2015-01-09 insert person Brad Mas
2015-01-09 insert person Christopher Smajdor
2015-01-09 insert person Elizabeth Chwalk
2015-01-09 insert person James Nie
2015-01-09 insert person Kim Donovan
2015-01-09 insert person Krysten Sciacca
2015-01-09 insert person Martin Keck
2015-01-09 insert person Michael Turrin
2015-01-09 insert person Will Cass
2015-01-09 update person_description James Ricchiuti => James Ricchiuti
2015-01-09 update person_title Alex Henderson: Communications; Senior Analyst, Data Networking, Telecom Equipment and Optical Systems and Components => Communications; Senior Analyst, Networking Technology & Optical Equipment
2015-01-09 update person_title Dan Medina: Research Analyst, Entertainment, Cable & Media => Research Analyst, Entertainment & Internet
2015-01-09 update person_title Edwin Mok: Senior Analyst, Energy Creation and Solar / Photovoltaics; Senior Analyst, Semiconductor Equipment & Specialty Memory => Senior Analyst, Solar / Photovoltaics, LED & Lighting; Senior Analyst, Semiconductor Equipment
2015-01-09 update person_title James Ricchiuti: Senior Analyst, Energy Creation, Energy Efficiency and Environmental Services & Sciences; Senior Analyst, Display, Vision & Image Technologies, Industrial & Diversified Technology => Senior Analyst, Advanced Industrial Technologies / Display, Vision & Imaging Technologies
2015-01-09 update person_title Richard Valera: Senior Analyst, Wireless Communications; Senior Analyst, Electronic Design Automation => Senior Analyst, Electronic Design Automation; Senior Analyst, Communications Infrastructure
2015-01-09 update person_title Scott Zeller: Senior Analyst, Enterprise Software => Senior Analyst, Infrastructure Software
2015-01-09 update person_title Sean Hannan: Senior Analyst, Electronic Manufacturing Services & Electronic Components; Senior Analyst, Energy Efficiency and Smart Grid => Senior Analyst, Smart Grid; Senior Analyst, Electronic Manufacturing Services & Electronic Components
2015-01-09 update person_title Sean McGowan: Senior Analyst, Leisure & Lifestyle => Senior Analyst, Leisure, Retail & Digital Gaming
2014-11-27 delete person Charles Wolf
2014-10-30 delete person Vern Essi
2014-10-30 delete person Vernon Essi
2014-08-18 delete person Fred Wightman
2014-07-13 delete person Rudy Balseiro
2014-05-05 delete person Shawn Rassouli
2014-05-05 delete person Tony Grillo
2014-03-30 update person_description Edwin Mok => Edwin Mok
2014-01-29 delete vp Jessica Cracolici
2014-01-29 insert managingdirector Brian J. Perrault
2014-01-29 update person_title Brian J. Perrault: Principal => Managing Director
2014-01-29 update person_title Jessica Cracolici: Vice President => Principal
2013-11-06 insert person Shawn Rassouli
2013-11-06 insert person Tony Grillo
2013-11-06 update person_description Dan Medina => Dan Medina
2013-11-06 update person_description Serge Belanger => Serge Belanger
2013-11-06 update person_title Elizabeth Colley: Research Associate, Business Services & Financial Technology => Research Associate, IT Services & Financial Technology
2013-11-06 update person_title Mayank Tandon: Senior Analyst, Business Services & Financial Technology => Senior Analyst, IT Services & Financial Technology
2013-11-06 update person_title Serge Belanger: Research Associate, Specialty Pharmaceuticals => Senior Analyst, Biopharmaceuticals
2013-10-08 delete person Steven Zaccone
2013-10-08 insert person David Rold
2013-10-08 insert person Israeli Investment Banking
2013-10-08 update person_description Alex Henderson => Alex Henderson
2013-10-08 update person_description Mayank Tandon => Mayank Tandon
2013-10-08 update person_description Mike Matson => Mike Matson
2013-10-08 update person_description Richard Valera => Richard Valera
2013-08-13 delete vp Brandon Rasmusson
2013-08-13 delete person Brandon Rasmusson
2013-08-13 delete person Marc Fuller
2013-08-13 insert person Mike Matson
2013-02-14 update person_description Richard Kugele
2013-02-14 update person_title Richard Kugele