Since founding Robert Ferri Partners in 1997, Bob has provided strategic investor relations to more than 100 publicly traded companies, ranging from Fortune 500 multinationals to IPOs. He has helped found, grow and create partnerships for a number of private companies in the United States and Europe, including clean-tech and environmental services providers, online securities brokers and enterprise solutions companies. He maintains a similar focus as a founding partner of Catapult Technology Ventures, which concentrates on private technology companies in the U.S.

Bob has international experience in financial communications, having launched and headed media relations departments for The Nasdaq Stock Market and its parent organization, the National Association of Securities Dealers, Inc., as well as Montgomery Securities, now part of Bank of America Securities.

At two Omnicom firms, Bob launched the San Francisco-based Financial Communications and Investor Relations Practice, which grew quickly to serve publicly traded and IPO-track companies, as well as financial services firms, throughout the United States. In Washington, D.C., Bob was Executive Assistant for Communications to United States Senator John Heinz. He also was a columnist and reporter in the Washington bureau of Thomson Newspapers, Inc., a chain of more than 100 daily newspapers.

Bob, who has a Master's Degree in Public Administration from the John F. Kennedy School of Government at Harvard University, has a wide range of experience in politics and government. He has been a guest lecturer at Harvard University and other institutions of higher education, as well as a speaker to business and civic organizations. Bob is a member of the Dean's Alumni Leadership Council and the Executive Council of the Harvard Kennedy School Fund of Harvard's Kennedy School, as well as the San Francisco Area Advisory Committee of the Center for Public Interest Careers at Harvard College.

Josh has more than 30 years of experience in the financial markets covering the evolution of advanced technologies. Synthesizing top-down and bottom-up analysis into a third stream, he connects patterns of innovation, macroeconomic structures and behavior, and qualitative research to identify decisive factors influencing corporate valuations. This approach was the basis for his creation of Third Stream Research.

Most recently, Josh was senior research analyst for digital economics at 451 Research, a unit of S&P Global Market Intelligence, from March 2019 to December 2020. He established the Macroeconomic Outlook channel for 451 Research, examining the intersection of macroeconomic and IT industry trends. He also served as an advisor for the 451 Alliance's Leading Indicator panel and as editor of its flagship publication, MacroEmerging Outlook. Josh’s affiliation with 451 Research’s ChangeWave service began in 2002, where he eventually became editor of both the ChangeWave MicroCap Investor and ChangeWave Investing advisory services.

Prior to ChangeWave, Josh produced the financial website Next Wave Stocks, which captured a ‘Best of the Web’ honor from Money Magazine. He introduced NextWave 100, the first and only small-cap technology stock index, and developed Technodynamic Investing, a proprietary methodology for analyzing and valuing technology stocks. Josh also spent nearly a decade on Wall Street in positions as a vice president of research and corporate finance at Herbert Young Securities, an investment bank for late venture-stage companies, and as head of a group that spearheaded outreach programs to institutional investors, portfolio managers and analysts on behalf of several Nasdaq-listed firms.

Josh, who earned a Master’s Degree in Specialized Journalism from Polytechnic Institute of New York University, has contributed articles to numerous publications including Final Frontier, PV International, Planning: The American Planning Association’s magazine, San Francisco Business Times and Technology Transfer Business.