Meet The Team

 
 
 
 
David Zion, CFA, CPA

David Zion, CFA, CPA

Research Analyst

Prior to founding Zion Research Group, Dave had 20 years of experience as a sell side Accounting & Tax research analyst at Bear Stearns, ISI and most recently Credit Suisse. He started his career as an auditor at Deloitte & Touche.

Dave has been named to Institutional Investor's All-America Research Team multiple times, and was ranked the #1 or #2 Accounting & Tax analyst for 13 out of 14 years.

Dave graduated from Binghamton University in 1991 with a Bachelor of Science in Accounting.

When he's not chillin' with some new accounting standard, Dave enjoys cooking, NY area sports (Go Giants!), traveling and a game of poker. Dave was born and raised in the streets of Brooklyn but nowadays he lives in Rye, New York with his wife and their three daughters.

Ravi Gomatam, CFA

Ravi Gomatam, CFA

Research Analyst

Prior to co-founding Zion Research Group, Ravi worked on the Accounting and Tax research teams at Credit Suisse and ISI. He was also part of the HOLT team at Credit Suisse. Ravi has more than 10 years of experience in Accounting & Tax research and Valuation. Ravi also has extensive experience in architecting and developing software solutions ranging from valuation software to program trading systems.  He is a member of the CFA Institute.

Ravi graduated from the Indian Institute of Technology, Chennai in 1996 with a Bachelor of Technology degree in Mechanical Engineering.

Ravi loves playing cricket, board games and card games and enjoys watching cricket and Tamil movies. He grew up in Chennai in India and now lives in Charlotte, NC with his wife and two children.

John Spatz

John Spatz

Head of Sales

Prior to joining Zion Research Group, John was in U.S. institutional equity sales for 24 years, most recently at RBC Capital Markets for 8 years, and previously at Citi Global Markets for 16 years. He started his career in investment banking at Dean Witter Reynolds.

John graduated from the University of Notre Dame in 1986 with a BBA in Finance and holds an MBA from New York University.

John’s passion is skiing and he can usually be found at his home mountain Plattekill most winter weekends. He has skied 65 mountains in North America with a goal of hitting 200. When he is not skiing, he is a frequent concert goer and a follower of Notre Dame Football. He and his wife grew up in Wyckoff, NJ and returned there to raise their three children.

Sheldon Wong

Sheldon Wong

Research Analyst

Prior to joining Zion Research Group, Sheldon was a senior buyside equity analyst at Point Harbor Capital and Sigma Capital Management. Sheldon began his career at Goldman Sachs in the Global Investment Research division as a member of the Airlines, Aerospace & Defense equity research team.

Sheldon graduated from Columbia University with a Bachelor of Arts in Economics and holds an MBA from Harvard Business School.

Despite being a native of Los Angeles, Sheldon has become a loyal New York Giants fan as a New York resident but, for some reason, has still maintained his love of the Lakers despite their recent woes.

Janet Pegg, CPA

Janet Pegg, CPA

Research Analyst

Prior to joining Zion Research Group, Janet had over 30 years of experience analyzing and reporting on US and international accounting standards, SEC reporting requirements and US Federal taxation and their implications to investment analysts at Cornerstone Capital, UBS, Encima Global and Bear Stearns. She started her career at Deloitte LLP.

Janet has been named to Institutional Investors All-American Research Team multiple times and is a contributor to accounting standard setting through previous participation in FASAC, ITAC, SASB and CRUF. Janet wins the award for most acronyms in a bio.

Janet graduated from Rutgers University with a Bachelor of Arts in Economics and received an MBA from New York University.

Besides her bizarre love of accounting, Janet is attempting to rediscover the joys (and pains) of tennis. Depending upon the season, she can be found somewhere along the eastern seaboard - New Hampshire, New Jersey or Florida.

Ben Wechter

Ben Wechter

Research Analyst

Prior to joining Zion Research Group, Ben was a senior investment analyst at the Teacher Retirement System of Texas covering hedge funds and long-oriented strategies for the External Public Markets group. He began his career as an audit intern with EY.

Ben graduated from the University of Texas with a Bachelor of Business Administration (2013) and Master in Professional Accounting. He has passed all four CPA exams.

Ben is an avid runner (Boston 2016) and foodie. He grew up in the Lone Star State and recently moved to NYC. If he's not out exploring the streets of Brooklyn with his wife and dog, he's likely catching up on the latest Netflix hit or podcast.

Jayanth Swaminathan J, ACA

Jayanth Swaminathan J, ACA

Research Analyst

Jayanth is a member of Institute of Chartered Accountants of India (ICAI). Prior to joining Zion Research Group, he was with CRISIL Ltd, Chennai as an Offshore Associate. Before that, he worked as an Intern (Assurance) at Price Waterhouse Chartered Accountants, Chennai.

Jayanth graduated from University of Madras, Chennai in 2008 with a Bachelor of Commerce.

Jayanth is a fitness freak, loves to go for triathlon and brevets. He follows cricket, enjoys cooking with his wife and loves playing with his pet dog. He grew up and lives in Chennai, India with his family.

Anusha Srikanth

Anusha Srikanth

Research Analyst

Anusha is a qualified chartered accountant and a member of the Institute of Chartered Accounts of India (ICAI). She previously worked at CRISIL Limited in Chennai.

Anusha graduated with a Bachelors in Commerce from the University of Madras in 2011.

Anusha enjoys reading, painting and playing various sports. She also loves experimenting in the kitchen making treats for her pet. She currenly lives in Bangalore, India.

Sarah Raynor, RYT

Sarah Raynor, RYT

Head of Operations

Prior to joining Zion Research Group, Sarah was in equity research at Credit Suisse working with the Capital Markets and Tax & Accounting teams. Before that, she managed operations at Savannah-Baltimore Capital Management and then Investor Relations with Constellar Capital. She started her career as an equity sales assistant at Donaldson, Lufkin & Jenrette in 1998.

Sarah graduated from Johnson State College in 1998 with a Bachelor of Arts degree in Hotel/Hospitality Management.

Sarah is the owner of George Piglet Cookies, a custom cookie company located in Hoboken, NJ. She is an avid snowboarder, a Registered Yoga Teacher (500), and a hard-core Philadelphia Eagles fan. Her favorite band is The Beastie Boys.

David Zion, CFA, CPA

David Zion, CFA, CPA

Research Analyst

Prior to founding Zion Research Group, Dave had 20 years of experience as a sell side Accounting & Tax research analyst at Bear Stearns, ISI and most recently Credit Suisse. He started his career as an auditor at Deloitte & Touche.

Dave has been named to Institutional Investor's All-America Research Team multiple times, and was ranked the #1 or #2 Accounting & Tax analyst for 13 out of 14 years.

Dave graduated from Binghamton University in 1991 with a Bachelor of Science in Accounting.

When he's not chillin' with some new accounting standard, Dave enjoys cooking, NY area sports (Go Giants!), traveling and a game of poker. Dave was born and raised in the streets of Brooklyn but nowadays he lives in Rye, New York with his wife and their three daughters.

Ravi Gomatam, CFA

Ravi Gomatam, CFA

Research Analyst

Prior to co-founding Zion Research Group, Ravi worked on the Accounting and Tax research teams at Credit Suisse and ISI. He was also part of the HOLT team at Credit Suisse. Ravi has more than 10 years of experience in Accounting & Tax research and Valuation. Ravi also has extensive experience in architecting and developing software solutions ranging from valuation software to program trading systems.  He is a member of the CFA Institute.

Ravi graduated from the Indian Institute of Technology, Chennai in 1996 with a Bachelor of Technology degree in Mechanical Engineering.

Ravi loves playing cricket, board games and card games and enjoys watching cricket and Tamil movies. He grew up in Chennai in India and now lives in Charlotte, NC with his wife and two children.

John Spatz

John Spatz

Head of Sales

Prior to joining Zion Research Group, John was in U.S. institutional equity sales for 24 years, most recently at RBC Capital Markets for 8 years, and previously at Citi Global Markets for 16 years. He started his career in investment banking at Dean Witter Reynolds.

John graduated from the University of Notre Dame in 1986 with a BBA in Finance and holds an MBA from New York University.

John’s passion is skiing and he can usually be found at his home mountain Plattekill most winter weekends. He has skied 65 mountains in North America with a goal of hitting 200. When he is not skiing, he is a frequent concert goer and a follower of Notre Dame Football. He and his wife grew up in Wyckoff, NJ and returned there to raise their three children.

Sheldon Wong

Sheldon Wong

Research Analyst

Prior to joining Zion Research Group, Sheldon was a senior buyside equity analyst at Point Harbor Capital and Sigma Capital Management. Sheldon began his career at Goldman Sachs in the Global Investment Research division as a member of the Airlines, Aerospace & Defense equity research team.

Sheldon graduated from Columbia University with a Bachelor of Arts in Economics and holds an MBA from Harvard Business School.

Despite being a native of Los Angeles, Sheldon has become a loyal New York Giants fan as a New York resident but, for some reason, has still maintained his love of the Lakers despite their recent woes.

Janet Pegg, CPA

Janet Pegg, CPA

Research Analyst

Prior to joining Zion Research Group, Janet had over 30 years of experience analyzing and reporting on US and international accounting standards, SEC reporting requirements and US Federal taxation and their implications to investment analysts at Cornerstone Capital, UBS, Encima Global and Bear Stearns. She started her career at Deloitte LLP.

Janet has been named to Institutional Investors All-American Research Team multiple times and is a contributor to accounting standard setting through previous participation in FASAC, ITAC, SASB and CRUF. Janet wins the award for most acronyms in a bio.

Janet graduated from Rutgers University with a Bachelor of Arts in Economics and received an MBA from New York University.

Besides her bizarre love of accounting, Janet is attempting to rediscover the joys (and pains) of tennis. Depending upon the season, she can be found somewhere along the eastern seaboard - New Hampshire, New Jersey or Florida.

Ben Wechter

Ben Wechter

Research Analyst

Prior to joining Zion Research Group, Ben was a senior investment analyst at the Teacher Retirement System of Texas covering hedge funds and long-oriented strategies for the External Public Markets group. He began his career as an audit intern with EY.

Ben graduated from the University of Texas with a Bachelor of Business Administration (2013) and Master in Professional Accounting. He has passed all four CPA exams.

Ben is an avid runner (Boston 2016) and foodie. He grew up in the Lone Star State and recently moved to NYC. If he's not out exploring the streets of Brooklyn with his wife and dog, he's likely catching up on the latest Netflix hit or podcast.

Jayanth Swaminathan J, ACA

Jayanth Swaminathan J, ACA

Research Analyst

Jayanth is a member of Institute of Chartered Accountants of India (ICAI). Prior to joining Zion Research Group, he was with CRISIL Ltd, Chennai as an Offshore Associate. Before that, he worked as an Intern (Assurance) at Price Waterhouse Chartered Accountants, Chennai.

Jayanth graduated from University of Madras, Chennai in 2008 with a Bachelor of Commerce.

Jayanth is a fitness freak, loves to go for triathlon and brevets. He follows cricket, enjoys cooking with his wife and loves playing with his pet dog. He grew up and lives in Chennai, India with his family.

Anusha Srikanth

Anusha Srikanth

Research Analyst

Anusha is a qualified chartered accountant and a member of the Institute of Chartered Accounts of India (ICAI). She previously worked at CRISIL Limited in Chennai.

Anusha graduated with a Bachelors in Commerce from the University of Madras in 2011.

Anusha enjoys reading, painting and playing various sports. She also loves experimenting in the kitchen making treats for her pet. She currenly lives in Bangalore, India.

Sarah Raynor, RYT

Sarah Raynor, RYT

Head of Operations

Prior to joining Zion Research Group, Sarah was in equity research at Credit Suisse working with the Capital Markets and Tax & Accounting teams. Before that, she managed operations at Savannah-Baltimore Capital Management and then Investor Relations with Constellar Capital. She started her career as an equity sales assistant at Donaldson, Lufkin & Jenrette in 1998.

Sarah graduated from Johnson State College in 1998 with a Bachelor of Arts degree in Hotel/Hospitality Management.

Sarah is the owner of George Piglet Cookies, a custom cookie company located in Hoboken, NJ. She is an avid snowboarder, a Registered Yoga Teacher (500), and a hard-core Philadelphia Eagles fan. Her favorite band is The Beastie Boys.

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