Geneva Investment Management
Description
Address: 181 W Madison St, Chicago, IL 60602 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (312) 422-1720Place name: Website: : : : : Hours: Category: : : Website: https://private-wealth.us.cibc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CIBC Private Wealth Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Geneva Investment Management Employees
Employee
Years
Job
Industry
Kyle Sanders Kyle Sanders's Geneva Investment Management Experience June 2012 - August 2012
Job Corporate and Institutional Banking Analyst at PNC
Industry Banking
Experience
PNC June 2014 - Present
Northfield Industries May 2013 - August 2013
Geneva Investment Management June 2012 - August 2012
Capital Building Services June 2011 - August 2011
Skills
FactSet Research Systems, (VBA) Visual Basics for..., (SQL) Structured Query..., Microsoft Excel, Microsoft Word, SolidWorks 2010, Financial Modeling, Access
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lake Zurich High School 2006 — 2010
PNC June 2014 - Present
Northfield Industries May 2013 - August 2013
Geneva Investment Management June 2012 - August 2012
Capital Building Services June 2011 - August 2011
Skills
FactSet Research Systems, (VBA) Visual Basics for..., (SQL) Structured Query..., Microsoft Excel, Microsoft Word, SolidWorks 2010, Financial Modeling, Access
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lake Zurich High School 2006 — 2010
Paul Helmer Paul Helmer's Geneva Investment Management Experience June 2012 - August 2012
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY August 2014 - Present
EY June 2013 - August 2013
Geneva Investment Management June 2012 - August 2012
Skills
Internal Controls, Financial Accounting, Financial Reporting, Accounting, CPA, Auditing, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, Microsoft Office, Access, PowerPoint, US GAAP, Assurance
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Accountancy
New Trier High School 2005 — 2009
EY August 2014 - Present
EY June 2013 - August 2013
Geneva Investment Management June 2012 - August 2012
Skills
Internal Controls, Financial Accounting, Financial Reporting, Accounting, CPA, Auditing, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, Microsoft Office, Access, PowerPoint, US GAAP, Assurance
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Accountancy
New Trier High School 2005 — 2009
Patrick Murtaugh's Geneva Investment Management Experience July 2009 - July 2009
Job Institutional Equity Sales Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2010 - Present
East Town Association March 2012 - September 2013
Down Syndrome Association of Wisconsin 2012 - September 2013
Geneva Investment Management July 2009 - July 2009
Skills
Sales Management, Investments, Microsoft Office, Equities, Valuation, Sales, Manage Client..., Client Development, Prospecting New Clients, Financial Services, Stock Picking, Stocks, Stock Market, Broker-Dealer, Brokers, Brokerage, CRM, Factset, Board of Directors, Private Equity, Capital Markets
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Management with Concentration in Finance
University College Dublin 2009 — 2009
Business/Commerce, General
Robert W. Baird & Co. July 2010 - Present
East Town Association March 2012 - September 2013
Down Syndrome Association of Wisconsin 2012 - September 2013
Geneva Investment Management July 2009 - July 2009
Skills
Sales Management, Investments, Microsoft Office, Equities, Valuation, Sales, Manage Client..., Client Development, Prospecting New Clients, Financial Services, Stock Picking, Stocks, Stock Market, Broker-Dealer, Brokers, Brokerage, CRM, Factset, Board of Directors, Private Equity, Capital Markets
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Business Management with Concentration in Finance
University College Dublin 2009 — 2009
Business/Commerce, General
Tim Stringer Tim Stringer's Geneva Investment Management Experience June 2013 - August 2013
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Geneva Investment Management June 2013 - August 2013
Stringer Blacktop Sealcoating April 2005 - April 2013
Big Brothers Big Sisters September 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Equities
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (BS), Finance, General
Wells Fargo January 2014 - Present
Geneva Investment Management June 2013 - August 2013
Stringer Blacktop Sealcoating April 2005 - April 2013
Big Brothers Big Sisters September 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Equities
Education
University of Illinois at Urbana-Champaign 2010 — 2013
Bachelor of Science (BS), Finance, General
Andrea Hasaka Andrea Hasaka's Geneva Investment Management Experience July 2012 - June 2013
Job Senior Manager, Premier Services at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2013 - Present
Geneva Investment Management July 2012 - June 2013
J.P. Morgan July 2010 - March 2012
J.P. Morgan May 2007 - July 2010
J.P. Morgan July 2000 - May 2007
Skills
People Management, Project Execution, Performance Management, Sales Operations, Strategy Implementation, People Development, Organizational..., Problem Solving, Process Management, Client Liaison, Relationship Management, Project Management, Management, Process Improvement, Business Strategy, Strategic Planning, Vendor Management, Banking, Strategy, Risk Management, Portfolio Management, Investments, Financial Services, Financial Analysis, Asset Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Strategic Management, Economics
The George Washington University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
BMO Harris Bank June 2013 - Present
Geneva Investment Management July 2012 - June 2013
J.P. Morgan July 2010 - March 2012
J.P. Morgan May 2007 - July 2010
J.P. Morgan July 2000 - May 2007
Skills
People Management, Project Execution, Performance Management, Sales Operations, Strategy Implementation, People Development, Organizational..., Problem Solving, Process Management, Client Liaison, Relationship Management, Project Management, Management, Process Improvement, Business Strategy, Strategic Planning, Vendor Management, Banking, Strategy, Risk Management, Portfolio Management, Investments, Financial Services, Financial Analysis, Asset Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Strategic Management, Economics
The George Washington University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General, Cum Laude
Edman Ball Edman Ball's Geneva Investment Management Experience July 2011 - August 2011
Job Junior Trader at Eldorado Trading Group
Industry Investment Banking
Experience
Eldorado Trading Group June 2014 - Present
BMO Harris Bank 2013 - 2014
Miami University Investment Club 2010 - May 2013
Miami University Investment Banking Club 2009 - May 2013
Miami University August 2008 - May 2013
KeyBanc Capital Markets May 2012 - August 2012
Geneva Investment Management July 2011 - August 2011
Ziegler May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Finance, Analysis, Due Diligence, Credit Analysis
Education
Miami University 2008 — 2013
BS, Finance, Accountancy, Mandarin Chinese
Eldorado Trading Group June 2014 - Present
BMO Harris Bank 2013 - 2014
Miami University Investment Club 2010 - May 2013
Miami University Investment Banking Club 2009 - May 2013
Miami University August 2008 - May 2013
KeyBanc Capital Markets May 2012 - August 2012
Geneva Investment Management July 2011 - August 2011
Ziegler May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Finance, Analysis, Due Diligence, Credit Analysis
Education
Miami University 2008 — 2013
BS, Finance, Accountancy, Mandarin Chinese
Tom Forte, CFA Tom Forte, CFA's Geneva Investment Management Experience 2005 - 2007
Job Senior Vice President & Senior Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Maggie Miller Maggie Miller's Geneva Investment Management Experience June 2007 - Present
Job Investment Advisor at Geneva Investment Management
Industry Financial Services
Experience
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Mark Leja, CFA, CAIA's Geneva Investment Management Experience May 2011 - August 2013
Job Senior Analyst, Investments at Aon
Industry Financial Services
Experience
Aon August 2013 - Present
Geneva Investment Management May 2011 - August 2013
Morgan Stanley Smith Barney March 2006 - May 2011
Graystone Institutional Consulting May 2004 - March 2006
Citibank September 2001 - May 2004
TD Ameritrade September 2000 - August 2001
Skills
Asset Allocation, Investments, Portfolio Management, Investment Management, Series 7, Strategic Financial..., Series 63, Capital Markets, Financial Analysis, Financial Advisory, Trading, Competitive Analysis, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Morningstar, Financial Services, Finance, Asset Management, Equities
Education
University of Illinois at Chicago 1996 — 2001
BS, Finance
Benet Academy
Aon August 2013 - Present
Geneva Investment Management May 2011 - August 2013
Morgan Stanley Smith Barney March 2006 - May 2011
Graystone Institutional Consulting May 2004 - March 2006
Citibank September 2001 - May 2004
TD Ameritrade September 2000 - August 2001
Skills
Asset Allocation, Investments, Portfolio Management, Investment Management, Series 7, Strategic Financial..., Series 63, Capital Markets, Financial Analysis, Financial Advisory, Trading, Competitive Analysis, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, Morningstar, Financial Services, Finance, Asset Management, Equities
Education
University of Illinois at Chicago 1996 — 2001
BS, Finance
Benet Academy
Richard Gartelmann Jr., CFP® Richard Gartelmann Jr., CFP®'s Geneva Investment Management Experience February 2010 - September 2011
Job Senior Investment Officer at Old Second National Bank
Industry Investment Management
Experience
Old Second National Bank September 2011 - Present
Geneva Investment Management February 2010 - September 2011
Park National Bank January 2007 - February 2010
FELDMAN SECURITIES GROUP L.L.C. January 2004 - January 2007
Great Lakes Bank September 1997 - January 2004
Great Lakes Trust Company September 1997 - January 2004
Manufacturers Bank January 1996 - January 1997
Skills
Financial Planning, Security Analysis, Asset Management, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, New Business Development, Strategic Financial..., Banking, Wealth Management, Investment Management, Finance, Fixed Income, Retirement Planning, Securities, Financial Analysis, Equities, Credit
Education
Saint Xavier University 2001 — 2003
MBA, Financial Planning
Governors State University - University
Bachelor of Arts, Business Administration; Finance
Old Second National Bank September 2011 - Present
Geneva Investment Management February 2010 - September 2011
Park National Bank January 2007 - February 2010
FELDMAN SECURITIES GROUP L.L.C. January 2004 - January 2007
Great Lakes Bank September 1997 - January 2004
Great Lakes Trust Company September 1997 - January 2004
Manufacturers Bank January 1996 - January 1997
Skills
Financial Planning, Security Analysis, Asset Management, Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, New Business Development, Strategic Financial..., Banking, Wealth Management, Investment Management, Finance, Fixed Income, Retirement Planning, Securities, Financial Analysis, Equities, Credit
Education
Saint Xavier University 2001 — 2003
MBA, Financial Planning
Governors State University - University
Bachelor of Arts, Business Administration; Finance
Alden Drake Alden Drake's Geneva Investment Management Experience May 2014 - Present
Job Global Fund Analyst at the Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Missoula Guide Lunches June 2015 - Present
Geneva Investment Management May 2014 - Present
BOKA Restaurant Group June 2013 - August 2013
Boka Restaurant Group May 2012 - August 2012
Piccolo Sogno Restaurant May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, GIS Modeling, Entrepreneurship, Leadership, Management, Customer Service, Editing
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (BA), Double major in Earth and Oceanographic Science/Environmental Studies minor in Education
The London School of Economics and Political Science (LSE)
Accounting and Finance
Tabor Academy 2008 — 2011
Northern Trust Corporation July 2015 - Present
Missoula Guide Lunches June 2015 - Present
Geneva Investment Management May 2014 - Present
BOKA Restaurant Group June 2013 - August 2013
Boka Restaurant Group May 2012 - August 2012
Piccolo Sogno Restaurant May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, GIS Modeling, Entrepreneurship, Leadership, Management, Customer Service, Editing
Education
Bowdoin College 2011 — 2015
Bachelor of Arts (BA), Double major in Earth and Oceanographic Science/Environmental Studies minor in Education
The London School of Economics and Political Science (LSE)
Accounting and Finance
Tabor Academy 2008 — 2011
Gerena Gregory Gerena Gregory's Geneva Investment Management Experience 2014 - 2014
Job Summer Legal Intern at IFC International Finance Corporation
Industry Higher Education
Experience
IFC - International Finance Corporation May 2015 - Present
Chicago Kent Law Offices January 2015 - Present
Bank of America June 2014 - August 2014
Geneva Investment Management 2014 - 2014
Popular Community Bank January 2013 - July 2013
The Levo League September 2012 - December 2012
Skills
Start-ups, Social Media, Social Media Marketing, Entrepreneurship, Social Networking, Legal Research, Document Review, Microsoft Office, PACER, Westlaw, Fundraising, Time Management, PowerPoint, Research, Public Speaking, Nonprofits, Strategic Planning, Leadership, Blogging, Community Outreach, Microsoft Word, Administrative Law, Courts, Litigation Support
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2013 — 2016
Doctor of Law (JD), Law
John Jay College of Criminal Justice 2009 — 2012
Bachelor of Arts (B.A.), Humantities and Justice Studies
IFC - International Finance Corporation May 2015 - Present
Chicago Kent Law Offices January 2015 - Present
Bank of America June 2014 - August 2014
Geneva Investment Management 2014 - 2014
Popular Community Bank January 2013 - July 2013
The Levo League September 2012 - December 2012
Skills
Start-ups, Social Media, Social Media Marketing, Entrepreneurship, Social Networking, Legal Research, Document Review, Microsoft Office, PACER, Westlaw, Fundraising, Time Management, PowerPoint, Research, Public Speaking, Nonprofits, Strategic Planning, Leadership, Blogging, Community Outreach, Microsoft Word, Administrative Law, Courts, Litigation Support
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2013 — 2016
Doctor of Law (JD), Law
John Jay College of Criminal Justice 2009 — 2012
Bachelor of Arts (B.A.), Humantities and Justice Studies
Nick Krates Nick Krates's Geneva Investment Management Experience June 2008 - July 2008
Job Senior Financial Analyst at Medix ™
Industry Staffing and Recruiting
Experience
Medix ™ October 2014 - Present
Medix™ July 2013 - October 2014
Raytheon May 2012 - July 2013
Raytheon July 2010 - May 2012
Merrill Lynch June 2009 - August 2009
Geneva Investment Management June 2008 - July 2008
Skills
Microsoft Excel, SAP, Access, Financial Analysis, Earned Value Management, PowerPoint, VBA, Microsoft Office, Microsoft Word, HTML, SQL Server Management..., Database Administration, Software Cost Estimation, Finance, Microsoft SQL Server, Corporate Financial..., KPI Dashboards, Excel Dashboards, PowerPivot, T-SQL, SQL, Tableau, Leadership, Analysis, Financial Modeling
Education
University of New Hampshire 2006 — 2010
B.S., Finance
Medix ™ October 2014 - Present
Medix™ July 2013 - October 2014
Raytheon May 2012 - July 2013
Raytheon July 2010 - May 2012
Merrill Lynch June 2009 - August 2009
Geneva Investment Management June 2008 - July 2008
Skills
Microsoft Excel, SAP, Access, Financial Analysis, Earned Value Management, PowerPoint, VBA, Microsoft Office, Microsoft Word, HTML, SQL Server Management..., Database Administration, Software Cost Estimation, Finance, Microsoft SQL Server, Corporate Financial..., KPI Dashboards, Excel Dashboards, PowerPivot, T-SQL, SQL, Tableau, Leadership, Analysis, Financial Modeling
Education
University of New Hampshire 2006 — 2010
B.S., Finance
Brendan McCracken Brendan McCracken's Geneva Investment Management Experience June 2012 - August 2012
Job Recruiting Manager at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting October 2014 - Present
Nerium International September 2012 - Present
IDEAL INDUSTRIES, INC June 2013 - October 2014
Geneva Investment Management June 2012 - August 2012
Mike Wehrenberg State Farm Insurance September 2011 - June 2012
Skills
Marketing, Entrepreneurship, Facebook, Market Research, Mutual Funds, Social Media, Social Media Marketing, Customer Service, Small Business, Investments, Sales, Public Speaking, Marketing Strategy, Social Networking, Asset Management, Direct Sales, Portfolio Management, Series 7, Equities, Asset Allocation, Investment Management, Recruiting, Professional Driving, Cold Calling
Education
Illinois Wesleyan University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Robert Half Finance & Accounting October 2014 - Present
Nerium International September 2012 - Present
IDEAL INDUSTRIES, INC June 2013 - October 2014
Geneva Investment Management June 2012 - August 2012
Mike Wehrenberg State Farm Insurance September 2011 - June 2012
Skills
Marketing, Entrepreneurship, Facebook, Market Research, Mutual Funds, Social Media, Social Media Marketing, Customer Service, Small Business, Investments, Sales, Public Speaking, Marketing Strategy, Social Networking, Asset Management, Direct Sales, Portfolio Management, Series 7, Equities, Asset Allocation, Investment Management, Recruiting, Professional Driving, Cold Calling
Education
Illinois Wesleyan University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Dan Romanoff's Geneva Investment Management Experience September 2008 - Present
Job Principal, Equity Research Analyst
Industry Investment Management
Experience
Geneva Investment Management September 2008 - Present
Gofen and Glossberg 2005 - September 2008
Credit Suisse First Boston 2003 - 2005
UBS 2000 - 2003
Deloitte & Touche 1997 - 2000
Coopers & Lybrand 1994 - 1995
Skills
Investment Management, Buy Side, Equities, Investments, Stocks, Sell Side, Technology, Business Valuation, CPA, Equity Valuation, Capital Markets, Bloomberg, Buy-side, Mutual Funds, Valuation, Equity Research, Portfolio Management, Fixed Income, Financial Modeling, Alternative Investments, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting
Geneva Investment Management September 2008 - Present
Gofen and Glossberg 2005 - September 2008
Credit Suisse First Boston 2003 - 2005
UBS 2000 - 2003
Deloitte & Touche 1997 - 2000
Coopers & Lybrand 1994 - 1995
Skills
Investment Management, Buy Side, Equities, Investments, Stocks, Sell Side, Technology, Business Valuation, CPA, Equity Valuation, Capital Markets, Bloomberg, Buy-side, Mutual Funds, Valuation, Equity Research, Portfolio Management, Fixed Income, Financial Modeling, Alternative Investments, Investment Strategies
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS, Accounting
Gordon Scott's Geneva Investment Management Experience 2014 - Present
Job Principal and Portfolio Manager at Geneva Investment Management
Industry Investment Management
Experience
Geneva Investment Management 2014 - Present
Village of Northfield Police Pension Fund 2013 - Present
Rail-Splitter Capital 2004 - 2014
Kohl Children's Museum 2002 - 2011
Pfizer 1999 - 2001
Merck 1989 - 1999
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Asset Allocation, Venture Capital, Equities, Finance, Alternative Investments, Budgets, Investment Strategies, Investments, Market Research, Strategic Planning, Hedge Funds, Management, Equity Research, Valuation, Strategy, Research, Nonprofits, Asset Management, Fundraising, Mutual Funds, Marketing, Mergers & Acquisitions, Capital Markets, Risk Management, Marketing Communications, Securities, Investment Management, Series 7, Private Equity, Corporate Development, Product Development, Strategic Financial..., Marketing Strategy, Due Diligence, Estate Planning, Asset Managment, Fixed Income, Leadership
Education
Northwestern University 1985 — 1989
BA, Economics
Geneva Investment Management 2014 - Present
Village of Northfield Police Pension Fund 2013 - Present
Rail-Splitter Capital 2004 - 2014
Kohl Children's Museum 2002 - 2011
Pfizer 1999 - 2001
Merck 1989 - 1999
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Asset Allocation, Venture Capital, Equities, Finance, Alternative Investments, Budgets, Investment Strategies, Investments, Market Research, Strategic Planning, Hedge Funds, Management, Equity Research, Valuation, Strategy, Research, Nonprofits, Asset Management, Fundraising, Mutual Funds, Marketing, Mergers & Acquisitions, Capital Markets, Risk Management, Marketing Communications, Securities, Investment Management, Series 7, Private Equity, Corporate Development, Product Development, Strategic Financial..., Marketing Strategy, Due Diligence, Estate Planning, Asset Managment, Fixed Income, Leadership
Education
Northwestern University 1985 — 1989
BA, Economics
Eswar Menon's Geneva Investment Management Experience January 2014 - Present
Job Portfolio Manager at Geneva Investment Management
Industry Investment Management
Experience
Geneva Investment Management January 2014 - Present
WHV Investment Management, Inc. April 2010 - December 2013
GCA January 2009 - March 2010
Denahi Global Investments March 2005 - September 2008
Loomis Sayles July 1999 - December 2004
Nicholas Applegate June 1995 - July 1999
Integrated Device Technology February 1989 - September 1993
Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management
Education
University of Chicago 1993 — 1995
MBA, Finance & Marketing
University of California, Santa Barbara 1986 — 1989
MS, Electrical Engineering
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Electrical Engineering
Geneva Investment Management January 2014 - Present
WHV Investment Management, Inc. April 2010 - December 2013
GCA January 2009 - March 2010
Denahi Global Investments March 2005 - September 2008
Loomis Sayles July 1999 - December 2004
Nicholas Applegate June 1995 - July 1999
Integrated Device Technology February 1989 - September 1993
Skills
Portfolio Management, Emerging Markets, Equities, Hedge Funds, Bloomberg, Investments, Start-ups, Equity Research, Asset Management
Education
University of Chicago 1993 — 1995
MBA, Finance & Marketing
University of California, Santa Barbara 1986 — 1989
MS, Electrical Engineering
Indian Institute of Technology, Madras 1982 — 1986
B.Tech, Electrical Engineering
Katie Arnold's Geneva Investment Management Experience December 2013 - Present
Job RFP/Database Analyst
Industry Financial Services
Experience
Geneva Investment Management December 2013 - Present
Institutional Capital LLC September 2008 - December 2013
Avenue Edit February 2005 - September 2008
Education
Columbia College Chicago 2002 — 2004
BA, Audio Arts and Acoustics
Geneva Investment Management December 2013 - Present
Institutional Capital LLC September 2008 - December 2013
Avenue Edit February 2005 - September 2008
Education
Columbia College Chicago 2002 — 2004
BA, Audio Arts and Acoustics
Scot Tyson's Geneva Investment Management Experience January 2005 - Present
Job Investment Advisor at Geneva Investment Management
Industry Financial Services
Experience
Geneva Investment Management January 2005 - Present
William Blair and Company January 1998 - January 2005
Harris Bank January 1992 - January 1998
Jenner & Block June 1990 - June 1991
Sonnenschein Nath & Rosenthal LLP August 1986 - June 1990
Skills
Asset Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Organizational Behavior
Cornell Law School 1983 — 1986
JD
Arizona State University 1980 — 1983
BA, Business Administration
Geneva Investment Management January 2005 - Present
William Blair and Company January 1998 - January 2005
Harris Bank January 1992 - January 1998
Jenner & Block June 1990 - June 1991
Sonnenschein Nath & Rosenthal LLP August 1986 - June 1990
Skills
Asset Management
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Organizational Behavior
Cornell Law School 1983 — 1986
JD
Arizona State University 1980 — 1983
BA, Business Administration
Christian Pitt's Geneva Investment Management Experience April 2006 - September 2011
Job Founder at Dolphin Point Capital, LLC
Industry Investment Management
Experience
Dolphin Point Capital, LLC February 2012 - Present
Geneva Investment Management April 2006 - September 2011
Geneva Investment Management April 2006 - December 2009
Credit Suisse June 2000 - March 2006
BP Amoco June 1999 - June 2000
NationsBank 1994 - 1997
Skills
Portfolio Management, Investments, Equities, Asset Managment, Valuation, Investment Management, Financial Modeling, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Strategy
University of Southern California 1990 — 1994
BS, Business Administration, Economics (Minor)
Phillips Exeter Academy
Dolphin Point Capital, LLC February 2012 - Present
Geneva Investment Management April 2006 - September 2011
Geneva Investment Management April 2006 - December 2009
Credit Suisse June 2000 - March 2006
BP Amoco June 1999 - June 2000
NationsBank 1994 - 1997
Skills
Portfolio Management, Investments, Equities, Asset Managment, Valuation, Investment Management, Financial Modeling, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Strategy
University of Southern California 1990 — 1994
BS, Business Administration, Economics (Minor)
Phillips Exeter Academy
Jim Barasa's Geneva Investment Management Experience April 2006 - Present
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Investment Management April 2006 - Present
Skills
Investments, Asset Management, Team Building, Customer Service, Management, Portfolio Management, Financial Analysis, Mutual Funds, Marketing, Leadership
Education
DePauw University 1973 — 1977
BA, Economics
Loyola Academy
Geneva Investment Management April 2006 - Present
Skills
Investments, Asset Management, Team Building, Customer Service, Management, Portfolio Management, Financial Analysis, Mutual Funds, Marketing, Leadership
Education
DePauw University 1973 — 1977
BA, Economics
Loyola Academy
William Farrow IV's Geneva Investment Management Experience June 2013 - August 2013
Job Seasonal Sales Representative at Chicago White Sox
Industry Sports
Experience
Chicago White Sox November 2014 - Present
Official Chicago Sky August 2014 - October 2014
NCAA August 2010 - May 2014
Geneva Investment Management June 2013 - August 2013
The College of Wooster January 2012 - May 2013
Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Leadership, Time Management
Education
The College of Wooster 2010 — 2014
English
Chicago White Sox November 2014 - Present
Official Chicago Sky August 2014 - October 2014
NCAA August 2010 - May 2014
Geneva Investment Management June 2013 - August 2013
The College of Wooster January 2012 - May 2013
Skills
Research, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Leadership, Time Management
Education
The College of Wooster 2010 — 2014
English