Craig Moffett

Craig Moffett

Senior Managing Director

Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite.

Prior to founding MoffettNathanson, Mr. Moffett spent more than ten years at Sanford Bernstein & Co., LLC as a senior research analyst. He was previously the President and founder of the e-commerce business at Sotheby’s Holdings, the venerable auction house, where, in 1999, he led Sothebys.com to what was then the highest first year sales of any consumer website ever launched. Mr. Moffett spent more than eleven years at The Boston Consulting Group, where he was a Partner and Vice President specializing in telecommunications. He was the leader of BCG’s global Telecommunications practice from 1996 to 1999. While at BCG, he led client initiatives in the U.S. local, long distance, and wireless sectors, in both consumer and commercial services, and advised companies outside the U.S. in Europe, Latin America, and Asia.

Mr. Moffett graduated from Harvard Business School with Honors in 1989. He received a BA from Brown University, where he was magna cum laude and Phi Beta Kappa, in 1984.

Michael Nathanson

Michael Nathanson

Senior Managing Director

Michael Nathanson is a Senior Research Analyst at MoffettNathanson,covering both the media industry and the leading digital advertising companies.

Prior to co-founding MoffettNathanson in 2013, Michael worked at Sanford C. Bernstein & Co., LLC from 1998 to 2010 and at Nomura from 2010 to 2013. Before he began working on Wall Street, Nathanson held strategic planning and financial analysis positions at Time Warner, Cablevision and MGM.

He earned a B.A. from Brandeis University and a master's degree from the Yale School of Management.

Nick Del Deo, CFA

Nick Del Deo, CFA

Managing Director

Nick Del Deo, CFA, is a Research Analyst at MoffettNathanson covering U.S. Communications Infrastructure. Prior to joining MoffettNathanson in 2013, Nick was a Vice President at Sanford C. Bernstein & Co., LLC covering U.S. Telecommunications and U.S. Cable & Satellite. Prior to joining Bernstein, Nick was a Senior Associate at Morgan Stanley Investment Management. He also worked at a start-up hedge fund and was briefly an auditor at Arthur Andersen. In 2015, 2016, & 2017, Nick was named a Rising Star of Wall Street Research by Institutional Investor magazine.

He earned a B.S. in Economics with concentrations in Finance and Accounting and a B.A. in Economics from the University of Pennsylvania, and is a CFA Charterholder.

Robert Fishman, CFA

Robert Fishman, CFA

Managing Director

Robert Fishman, CFA, is a Research Analyst at MoffettNathanson covering the U.S. Media sector and is the lead analyst on U.S. media networks, online gaming and theaters. Prior to joining the firm at its inception in 2013, Robert was previously a Vice President at Nomura Securities, joining the firm in 2010 to cover the Media sector with Michael. Prior to Nomura, Robert was a Senior Associate at Bank of America Merrill Lynch covering the same industry group.

He earned a Bachelor of Commerce in Finance from McGill University and is a CFA Charterholder.

Michael Morton, CFA

Michael Morton, CFA

Managing Director

Michael Morton, CFA, is a Research Analyst at MoffettNathanson covering e-commerce and internet marketplace sectors. Prior to joining the firm in 2022, Michael joined from YouTube, where he worked in Strategy on the Market and Competitive Intelligence team. In his role, he worked to identify emerging trends in the consumer internet landscape. In addition, Michael brings over a decade of equity research experience, having previously served as a Director and Sector Specialist in Internet, Media, and Telecom at Sanford C. Bernstein & Co., LLC. Before that, he was a Research Analyst at Haverford Trust Company and Alara Capital Partners. He earned a B.A. in Economics and Political Science from Pennsylvania State University and is a CFA Charterholder.

Clay Griffin, CFA

Clay Griffin, CFA

Director

Clay Griffin, CFA, is a Research Analyst at MoffettNathanson covering the video game industry. Prior to launching coverage in 2021, Clay joined the firm in 2019, assisting in Craig Moffett’s coverage of the U.S. Telecom / Cable & Satellite sectors. Before that, Clay held analyst and associate responsibilities at Deutsche Bank across the U.S. Cable & Satellite and U.S. Media sectors. Clay earned his MBA with Distinction from Columbia Business School and a B.S. in Finance from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Clay is also a CFA Charterholder.

Jay Li, CFA

Jay Li, CFA

Vice President

Jay Li joined MoffettNathanson in November 2020, covering U.S. Telecom, Cable & Satellite with Craig Moffett. Prior to joining MoffettNathanson, Jay was responsible for asset allocation and investment research at Fieldpoint Private. Jay earned his MBA from Columbia Business School and has a BS in Business Administration from University at Albany. He is also a CFA Charterholder.

William Hunt, CFA

William Hunt, CFA

Associate

Bill joined MoffettNathanson in March 2022, covering Payments, Processors, and IT Services. Prior to joining MoffettNathanson, Bill was a Research Analyst at multi-family office Veritable, LP. Previously, Bill worked as a Business Valuation Analyst at Duff & Phelps, LLC. Bill earned his BS in Finance from the Pennsylvania State University Smeal College of Business and is a CFA® charterholder.

Daniel Whitaker

Daniel Whitaker

Associate

Daniel Whitaker joined MoffettNathanson in July 2022, to cover the e-commerce and internet marketplace sectors with Michael Morton. Prior to joining MoffettNathanson, Daniel was an Assistant Vice President at Morgan Stanley within their wealth management division. Daniel graduated from the University of Notre Dame with a BBA in Finance and earned his MBA from the Johnson Graduate School of Management at Cornell University.

Brian Liss

Brian Liss

Associate

Brian Liss joined MoffettNathanson in September 2022, covering e-commerce and internet marketplace sectors with Michael Morton. Prior to joining MoffettNathanson, Brian held analyst and associate roles covering Media & Entertainment at Goldman Sachs and was a Senior Manager in Comcast's investor relations division. Brian graduated from the University of Denver in 2017 with a BSBA in Finance.

Carrington Akosa

Carrington Akosa

Associate

Carrington Akosa joined MoffettNathanson in September 2022.  He is covering U.S. Media and Internet with Michael Nathanson and is based in our New York office.  Prior to MoffettNathanson, Carrington worked as a Sovereign risk associate at Morgan Stanley.  He graduated with a BA in Macroeconomic Policy from Princeton University in 2018.

James Caceres

Associate

James Caceres joined MoffettNathanson in July 2019, covering U.S. Media and Internet with Michael Nathanson. James graduated from Princeton University in 2019 with a BA in Economics and Finance.

Luke Landis

Associate

Luke Landis joined MoffettNathanson in January of 2022, covering U.S. Media and Internet with Michael Nathanson. Luke graduated from Brown University in 2021 with a BA in Public Policy.

Brendan Haselton

Associate

Brendan Haselton joined MoffettNathanson in 2022 as an Equity Research Associate covering IT Services. He is based in our New York office. Brendan graduated from Wagner College in 2020 with a BA in Finance and earned his MBA in 2022 from Wagner College.