Equity Research Team

David J. Koning, CFA
Senior Research Analyst
Associate Director of Research
Business Process Outsourcing

Jon A. Langenfeld, CFA
Head of Global Equities
Director of Equity Research
Jon Langenfeld is Head of Global Equities and Director of Equity Research for Baird, with responsibilities for the publishing equity analysts across Baird’s coverage universe, which includes Business Services, Consumer, Energy, Financials, Healthcare, Industrial, Real Estate and Technology. Jon previously served as the Associate Director of Research and Senior Analyst covering Transportation/Logistics.
Jon is a member of Baird’s Executive Committee and Diversity Steering Committee. He is also a member of the board of Partners Advancing Values in Education (PAVE). Prior to joining Baird in 2000, Jon was a senior manager at PricewaterhouseCoopers, providing supply chain consulting services. Jon graduated cum laude with a BS in mechanical engineering and an MBA from the University of Notre Dame.

Tristan Gerra
Senior Research Analyst
Semiconductor Components
Tristan Gerra is Baird's senior analyst covering Semiconductor Components, joining Baird in 2004. Tristan has 20 years of experience in equity research including 15 years in semiconductor components. Tristan is responsible for the coverage of 18 large-cap and small-cap semiconductor companies. Prior to Baird, Tristan held analyst positions in the equity research departments of the Soundview Technology Group, Prudential Securities, Montgomery Securities, and Dean Witter Reynolds.

David J. Koning, CFA
Senior Research Analyst
Associate Director of Research
Business Process Outsourcing
David Koning is Baird’s senior analyst covering Business Process Outsourcing, as well as Associate Director of Research. Prior to joining Baird in 2002, he was an equity analyst at Holland Capital Management and a commercial lender and commercial credit analyst at Comerica Bank. In 2016, he was ranked by Thomson Reuters Analyst Awards (StarMine) as the No. 2 earnings estimator in IT Services. David received a BA in Mathematics and Business from Calvin College and an MBA, with a concentration in Finance, from the University of Chicago.

Mark S. Marcon, CFA
Senior Research Analyst
Human Capital Technology & Solutions
Mark Marcon is Baird’s senior analyst covering Human Capital Technology & Solutions. Prior to joining Baird in 2005, Mark was at Wachovia Securities for seven years, where he was a senior business services analyst specializing in the human capital solutions sector. In 2014, Mark was ranked by StarMine as the No. 2 stock picker in Professional Services and was also named as a StarMine award winner for 2009. He was named as an Institutional Investor All-America Runner-Up in 2008 and 2009, and was also named as a Forbes Blue Chip Analyst for those same years. Before joining Wachovia, Mark covered the same sector for four years at Cleary Gull Reiland & McDevitt. He began his professional career at Leo Burnett Worldwide, where he spent five years specializing in business analysis and planning. Mark received a BA in Economics from the University of Virginia and an MBA from the University of Michigan.

Jeffrey P. Meuler
Senior Research Analyst
Information & Education Solutions
Jeffrey Meuler is Baird’s senior analyst covering Information & Education Solutions. Jeff previously served as the senior associate covering Human Capital Services. Prior to joining Baird in 2005, he worked at Guaranty Bank. In 2016, he was ranked by Thomson Reuters Analyst Awards (StarMine) as the No. 1 earnings estimator in Professional Services. In 2015, he was ranked by StarMine as the No. 3 earnings estimator in Diversified Consumer Services. In 2013, he was ranked by StarMine as the No. 2 earnings estimator in Diversified Consumer Services. Jeffrey received a BBA in Accounting & Information Systems, Finance, Investment and Banking, and Risk Management and Insurance, from the University of Wisconsin.

Rob Oliver
Senior Research Analyst
Software & SaaS
Rob Oliver is Baird's senior analyst covering Software & SaaS. He joined Baird in 2013 as Technology Sector Strategist. Rob has 18 years of experience in Technology equities, beginning his career at SoundView Technology Group, the TMT boutique spun out of Gartner Group, in 1997. Rob has a BA in English from Hobart College and an MA in Slavic Languages from the University of Texas at Austin.

William V. Power, CFA
Senior Research Analyst
Communication Software & Services
Will Power is Baird's senior analyst covering Communication Software & Services. Prior to joining Baird in 2000, he worked at J.C. Bradford & Co. and Hoak Breedlove Wesneski & Co. covering wireless communications and at Fidelity Investments before that. He is a five-time winner of the Wall Street Journal's "Best on the Street" analysts survey, including ranking No. 1 in 2012 in the Telecommunications Equipment category. Will has also been recognized multiple times by StarMine for both stock picking and earnings estimates accuracy, including No. 1 in 2012 stock picking for the Communication Equipment category. He graduated with a BA cum laude from Tulane University.

Colin Sebastian
Senior Research Analyst
Internet/Interactive Entertainment
Colin Sebastian is Baird’s senior analyst covering Internet/Interactive Entertainment. Prior to joining Baird in 2011, he was a senior research analyst for Lazard/LCM, Thomas Weisel Partners and SoundView, an associate in corporate finance at JP Morgan H&Q, and a business analyst/software application developer at Chubb & Son., Inc. Colin received a BA in Political Science and German from Vanderbilt University and an MBA in Finance from UCLA.

Andrew J. Wittmann, CFA
Senior Research Analyst
Facility Services
Andrew Wittmann is Baird’s senior analyst covering Facility Services and Industrial Services (Engineering & Construction). Since joining Baird in 2006, Andrew has covered commercial real estate (REITs) and hotel and leisure stocks before joining Baird’s Business Services and Industrial research platforms. In 2015, he was ranked by StarMine as the No. 1 earnings estimator in Commercial Services & Supplies. In 2014, Andrew was ranked by StarMine as the No. 3 stock picker in Commercial Services & Supplies and the No. 3 stock picker in Construction & Engineering. In 2013, Greenwich Associates/Bloomberg recognized him in its survey of America’s Best Stock analysts for Commercial and Consumer services, while also being ranked by StarMine as the No.1 earnings estimator in Construction & Engineering and the No. 2 earnings estimator in Commercial Services & Supplies. In 2012, Andrew was recognized by StarMine as the No. 3 estimator in Commercial Services & Supplies. Prior to Baird he was a systems design engineer with Ford Motor Company. Andrew has an MBA from Indiana University, an MS in Engineering with an Applied Statistics focus from Purdue University, and a BS in Mechanical Engineering from the University of Wisconsin-Madison.