Satya D. Pradhuman
Prior to forming Cirrus in 2007, Satya spent more than 20 years on Wall Street in the equity research departments of E.F. Hutton, Lehman Brothers and Merrill Lynch. In 1994, Satya founded the Small Cap Research department at Merrill Lynch, applying a top-down and bottom-up methodology to the small and mid cap arena. He developed proprietary tools for timing small and large cap performance cycles in the US and across regions, growth and value cycles, volatility swings and capital access trends. His innovative analysis includes linking private equity markets to public markets via the small cap sector.
Satya's highly regarded work attained ranking by Institutional Investor magazine for 11 straight years. He has authored Small Cap Dynamics (Bloomberg Press, 2000) and contributed "The Presence of Value in Small-Cap Equities" to Equity Style Management (Klein and Lederman, Irwin, 1995).
Satya holds a BS in Math and Computer Science from Union College and a MBA in Finance from New York University's Stern School of Business.
Pankaj N. Patel
Pankaj Patel is a Managing Director, Head of Quantitative Research and Co-Manager of Investment Advisory Business.
Pankaj has been named to Institutional Investor's All America Research Team in most years since 2003. In addition to being ranked in Quantitative Research, he has also been ranked in Small Cap Strategy and Derivatives. He provides high quality, in-depth research using fundamental, macro-economic and technical signals to help institutional investors in their investment process.
Prior to joining Cirrus Research, Pankaj was Global Head of Quantitative Research and Small Cap Research at Evercore ISI and Credit Suisse for more than 15 years. Before joining Credit Suisse he was a Portfolio Manager at Weiss Peck & Greer, where he helped manage $1.5 billion using quantitative models. Prior to that role, he worked at General Electric in various positions starting from Corporate Audit Staff.
Pankaj holds the CFA designation and received his MBA from Rensselaer Polytechnic Institute and Bachelors in Mechanical Engineering from the Gujarat University, India.
Georgiana Fung, CFA
Georgiana brings to Cirrus a decade of analytical experience focused on smaller companies. As a member of the Small Cap Research team at Merrill Lynch, she developed investment and sector strategies via extensive analysis of performance drivers, risk-taking signals, fund flows and asset allocation. She is also recognized for research on the private equity market in relation to small caps, having co-authored articles in Private Equity International and Journal of Private Equity. Georgiana holds a BS in Finance and Marketing from New York University's Stern School of Business. She is a CFA charterholder and New York Society of Security Analysts member. She is also fluent in Cantonese.
Matthew C. Trapp
Mitchell J. Hew
Mitch joined Cirrus in 2007 and previously worked as a Strategist on the research team for over 10 years. While a Strategist, he covered the Energy, Consumer Services, Health Care, Financials and Tech sectors. Previous to Cirrus, Mitch was the Chief Information Officer at WL Ross & Co. LLC where he was responsible for the support of their various investment teams. Prior that role he held several positions at WL Ross with research, trading and back office responsibilities. Mitch holds a BA from Yale University.
Thirza T. Moran
Thirza is a founding member of Cirrus Research and manages the firm's daily operations, including technology, human resources, contracts, office management and vendor relationships. Previously, she worked at Bradford Equities Management and Horizon Organic Holding Corporation in the areas of marketing, communications, investor relations and administration. Her experience also includes project and event coordination, database administration and report and collateral materials creation. Thirza holds a BA from Denison University.
In Memoriam: Tom Van Leuven
July 12, 1966 - April 7, 2007
We wish to acknowledge the contribution of Thomas C. Van Leuven, a senior member of Cirrus Research, LLC and a good friend.
We honor the memory and accomplishments of Tom. His intelligence, integrity and warm humor remain an inspiration for us all.
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