An Optimistic Take On 2010 It Spending – Kevin Shea – Mkm Partners Llc
Kevin Shea, CFA, joined MKM Partners LLC in September 2007 and covers the technology/software sector for the firm's equity research team. The goal of MKM's research team is to help clients generate alpha within their portfolios by providing timely, insightful and actionable proprietary research. Prior to joining MKM, Mr. Shea worked at Merrill Lynch Investment Managers (later acquired by BlackRock) as an Analyst focusing on various sectors, including transportation, health care and housing. He received his B.S. from Pennsylvania State University, with a major in finance and a focus in accounting. He is a CFA charterholder. Profile
TWST: Corporate software is a large space. Where do you focus your attention?
Mr. Shea: We do primarily a lot of networking and data center-oriented companies - companies that will typically deal with