Richard Baldry, CFA

Managing Director, Senior Research Analyst



Richard Baldry, CFA is a Managing Director, Senior Research Analyst at ROTH, specializing in the Software Sector. Mr. Baldry has 24 years of experience as a technology analyst, and has specialized in Software for over 20 years. Mr. Baldry has emphasized coverage of the Software-as-a-Service (SaaS) segment for over 15 years, pioneering sell-side research in the space dating back to its emergence in 2003.

Before rejoining Roth Capital Partners, Mr. Baldry analyzed the software sector for various boutique investment firms, including Wunderlich Securities, Canaccord Adams, and First Albany Capital. His expertise and knowledge in the software industry have contributed to his reputation as a respected research analyst.

Mr. Baldry graduated Summa cum laude with a double major in Finance and Real Estate from Angelo State University. Mr. Baldry is also a CFA charterholder and a member of the CFA Institute.


Joined Roth

May 2003

Sector Focus

Technology & Media


B.A. from Angelo State University


Wunderlich Securities; Signal Hill, Cannacord Adams; First Albany; Emerging Growth Equities; Pennsylvania Merchant


Named a TipRanks Top 100 Wall Street Analyst of 2017 TipRanks

Named a TipRanks Top 100 Wall Street Analyst of 2018 TipRanks