Profile
Mr. Richard K.
Baldry, CFA, is Managing Director & Senior Research Analyst at ROTH Capital Partners LLC.
He is responsible for covering the Software Sector.
Mr. Baldry has been a technology analyst for over 24 years and and has specialized in Software for over 20 years.
He has emphasized coverage of the Software-as-a-Service segment of Software for over 15 years, pioneering sell-side research in the space dating back to its emergence in 2003.
Prior to rejoining ROTH Capital Partners in October 2013, Mr. Baldry analyzed the software sector for several boutique investment firms including Wunderlich Securities, Canaccord Adams and First Albany Capital.
He graduated Summa cum laude with a double major from Angelo State University.
He is also a CFA Charterholder and a member of the CFA Institute.
Richard K. Baldry active positions
| Companies | Position | Start |
|---|---|---|
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/10/2013 |
Former positions of Richard K. Baldry
| Companies | Position | End |
|---|---|---|
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/09/2013 |
Broadpoint.Gleacher Securities
Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/08/2007 |
Canaccord Adams, Inc.
Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 22/04/2010 |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/04/2005 |
Training of Richard K. Baldry
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Canaccord Adams, Inc.
Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Broadpoint.Gleacher Securities
Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Angelo State University
Angelo State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Richard K. Baldry
















