Mark Conley 
Director of Research

Mark Conley oversees the firm’s syndicated and custom research platforms, which span the Americas, Asia and Europe. He joined OTR Global from MKM, where he was director of research; previously, he was director of research at Gleacher & Company. Mark has also worked as managing director of institutional sales at American Technology Research and Merrill Lynch. He has a Master of Business Administration from Columbia Business School and a Bachelor of Science from Yale University, where he majored in applied mathematics.

Jon Gates 
Director of Energy & Materials Research

Jon Gates has been with OTR since its inception in 1995 and is one of the founding partners. He was OTR’s Director Of Global Research from 2002 to 2013, until choosing to get back into field research, covering Energy & Materials. Prior to his DOR role, Jon developed OTR's industrial research team and initiated the firm’s international expansion, covering capital equipment, manufacturing, logistics and crop genetics, among other industries. He later directed the OTR enterprise technology group during the Internet boom. Prior to that, Jon was a senior reporter at RCM Capital Management covering industrials and agriculture for 10 years. He holds a Series-65 Investment Advisor License and is a published author of four nonfiction works based on California historical research and Russian studies.

Katie Sanborn 
Director of Editorial Services

Katie joined the firm in 1996 as senior editor for small cap. At OTR, she is responsible for directing the evaluation and production of the firm's research, executing compliance functions for the published research and setting editorial policy. Prior to OTR, Katie was a senior reporter at RCM Capital Management, where she covered financial services, technology and small cap. In her career as a journalist, she also covered financial services as an editor for the San Francisco Business Times, was a correspondent for Money Magazine and ghost-authored a book on family finance. She holds a Series 24 General Securities Principal license, a Master of Science in journalism from the Medill School of Journalism at Northwestern University and a Bachelor of Arts from Mills College. Katie is a trustee of her alma mater, Mills College in Oakland, CA and is also on the board of directors of the Istituto Italiano Scuola in San Francisco.

Olya Klimiashvili 
Director of Research Operations

Olya oversees research operations for OTR Global. Prior to her current role, Olya was managing OTR Global's consumer products, retail and restaurants platforms. Olya joined OTR in 2001 and worked across several industry teams as a researcher, reporter and editor. Before joining OTR, Olya worked for Coca-Cola Export Corp. in Moscow. She holds an M.B.A. from Northern Illinois University and a bachelor's in business from Touro University, Moscow.

 

Allison Malone 
Director of Custom Research Services

Allison has been with OTR Global since 1996. She managed OTR’s retail consumer group for 10 years and is currently the firm’s Director of Custom Research Services. Allison developed OTR’s internal marketing training program and she provides continuing education as part of the firm’s ongoing best practices efforts. Her current duties include managing the company’s thriving global custom research platform. Previously she worked in retail buying and management and was a sales representative for a gourmet confections distributor. Originally from the San Francisco Bay Area, Allison now resides in New Mexico.

Dimitri Kaczmarek 
Director, Asia

Dimitri oversees Asia research for OTR and primarily covers the telecommunications industry in China with an emphasis on China's 3G homegrown technology, TD-SCDMA. Before joining OTR in 1997, he managed executive programs in Asia and research for Businessweek and was director of a management consulting company servicing multinational companies.

Hartmut Leuschner 
Director Europe & Global Network Communications

Hartmut covers the global market for connected devices, wireless infrastructure, mobile platforms, ecosystems in telecom and data center technology. He also oversees the European research team for OTR Global. Prior to joining OTR in 1996, Hartmut spent more than a decade as an award-winning journalist and columnist for one of Germany's largest daily newspapers. Hartmut is based in Germany.

 

 

T. Jarrett Harris 
Director, Cyclicals Research

Jarrett oversees OTR Global’s Cyclicals group and leads the team’s industrials coverage. A native of central Illinois -- home of Caterpillar Inc.'s Peoria, Ill., world headquarters -- Jarrett has a lifetime of exposure to the heavy equipment industry. He holds a bachelor's degree in political science and communications from Bradley University, where he concentrated on investigative journalism. Prior to joining OTR in 2004, Jarrett wrote for an internationally distributed ministry publication based in Los Angeles. Jarrett is based in New York.

 

Sara Stahl 
Senior Editor, Agriculture

Drawing on her Midwestern roots, Sara is responsible for OTR Global’s agriculture research, covering topics such as transgenic seeds, fertilizer and farm equipment. Sara has also covered renewable energy, transportation and industrial equipment for OTR. Prior to joining the firm in 2006, Sara was an executive in the telecommunications industry, where she led large teams in network operations. Earlier in her career, Sara instructed Outward Bound courses for business leaders. Sara holds a bachelor’s degree in journalism from the University of Kansas and a master’s degree in industrial engineering from Montana State University. She is originally from Madison, Wisconsin and is based in Western Montana.

Phil Leggiere 
Senior Editor, Media

Phil reports on digital media, online advertising and media companies. Phil joined OTR Global in 2000. In addition to working at OTR, he has been a freelance journalist and researcher since 1995, covering technology, media, advertising and pop culture. He has been published in a wide variety of print and online periodicals, including Wired, MediaPost, Omma, Salon, Industry Standard, Upside and others. He has written a weekly column for MediaPost called Behavioral Insider, covering emerging trends in behavioral targeting and related areas of media technology. Phil has a Bachelor of Arts in English from the University of Pennsylvania. He is based in Vermont.

Van Tran
Senior Editor, Semiconductor & Supply Chain

Van leads OTR Global's semiconductor and component supply chain group. Coverage areas include smartphone and tablet supply chain trends in Asia. Prior to joining OTR Global in 2006, Van worked as a reporter for the Taiwan News and as a correspondent for Nikkei Electronics Asia. Van is based in Taiwan.

Nancy Piccin 
Senior Editor, Enterprise Technology

Nancy runs OTR Global's global Enterprise Technology coverage which includes enterprise storage, virtualization, cloud computing, network security, and data management. Prior to joining OTR in 2000, she was a print journalist for 18 years, winning awards from the New England Associated Press Association, the U.S. Small Business Administration and the Valley Press Club. Nancy holds degrees in economics from Colby College and journalism from Westfield State College and is based in Western Massachusetts.

 

Brad Whitt 
Director of Software Research

Brad oversees OTR Global’s software industry coverage and works with OTR’s team of software reporters in various countries. Prior to joining OTR Global in November 2011, Brad worked as managing director at Gleacher & Co. Inc., a investment banking firm in New York. He has also worked as an analyst at RBC Capital Markets and Southwest Securities, where he performed extensive research on market trends and developments. He has a bachelor’s degree in business administration in international business from Appalachian State University and an M.B.A. from Wake Forest University - Babcock Graduate School of Management.

Lois Sakany 
Director of Retail Research

Lois Sakany covers footwear, accessories plus brands and retailers in the athletic and outdoor space. She came to OTR in 2001 as a reporter and still writes about trends for various business and fashion publications.  She holds a bachelor's degree in animal science from the University of Florida and is based in New York.

 

 

Donna Crothers 
Senior Editor, Consumer Products

Donna oversees OTR Global's consumer products and hardlines research and also contributes to other retail research, covering topics such as home improvement, U.S. ecommerce, the beer market and more. Prior to joining OTR in 1995, she was an editor covering consumer products at RCM Capital Management. Donna also worked as an editor and bureau chief at The Tampa Tribune. Donna holds a bachelor's degree in mass communications from Virginia Commonwealth University and currently resides in North Carolina.

Justin Pillette 
Editor, Restaurants

Justin is the editor for OTR Global's Restaurants group, overseeing the quick-service and fast-casual restaurant panels. During his tenure at OTR Global he has reported on casual-dining and quick serve restaurants as well as many consumer and retail custom topics. Prior to joining OTR Global, he worked for more than six years in editing, marketing, business development and sales of market research to institutional investors at Pillette Investment Management. Justin holds a bachelor's degree in English literature from UC Berkeley.