1838 Investment Advisors
Industry: Company
DescriptionFounded: 1838
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1838 Investment Advisors Employees
Employee
Years
Job
Industry
Rene Madden Rene Madden's 1838 Investment Advisors Experience 1988 - 1993
Job Executive Director Head of Client Account Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
J.P. Morgan Asset Management March 2015 - Present
Schroders September 2012 - March 2015
Morgan Stanley September 2011 - August 2012
Morgan Stanley Investment Management July 1993 - September 2011
1838 Investment Advisors 1988 - 1993
Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options
Education
Saint Joseph's University 1988 — 1993
BS, Accounting
Amy Jo Borst Amy Jo Borst's 1838 Investment Advisors Experience June 1999 - July 2004
Job Director of Human Resources
Industry Human Resources
Experience
RAM Consulting Group December 2013 - Present
Beyond.com September 2013 - December 2013
Gatehouse Ventures, L.P. August 2008 - January 2013
iCeutica Operations, LLC July 2012 - December 2012
Hanover Fire & Casualty Insurance Company August 2005 - April 2008
SmallChange, Inc. July 2004 - January 2005
1838 Investment Advisors June 1999 - July 2004
Devon Consulting May 1998 - January 1999
Devon Consulting March 1995 - January 1999
Devon Consulting April 1993 - March 1995
Skills
Employee Benefits, Talent Management, HRIS, Talent Acquisition, Employee Relations, Human Resources, Onboarding, Benefits Administration, Recruiting, Deferred Compensation, Performance Management, New Hire Orientations, Personnel Management, Payroll, PeopleSoft, Employment Law, Interviews, FMLA, Hiring, Temporary Placement, Screening, Change Management, Background Checks, Workers Compensation, HR Policies, Policy, Workforce Planning, Employee Handbooks, Succession Planning, Organizational..., Applicant Tracking..., Leadership, HR Consulting, Internet Recruiting, Employee Engagement, College Recruiting, HR Management, Management
Education
Trinity College-Hartford 1981 — 1983
BA
Wheaton College (MA) 1979 — 1981
RAM Consulting Group December 2013 - Present
Beyond.com September 2013 - December 2013
Gatehouse Ventures, L.P. August 2008 - January 2013
iCeutica Operations, LLC July 2012 - December 2012
Hanover Fire & Casualty Insurance Company August 2005 - April 2008
SmallChange, Inc. July 2004 - January 2005
1838 Investment Advisors June 1999 - July 2004
Devon Consulting May 1998 - January 1999
Devon Consulting March 1995 - January 1999
Devon Consulting April 1993 - March 1995
Skills
Employee Benefits, Talent Management, HRIS, Talent Acquisition, Employee Relations, Human Resources, Onboarding, Benefits Administration, Recruiting, Deferred Compensation, Performance Management, New Hire Orientations, Personnel Management, Payroll, PeopleSoft, Employment Law, Interviews, FMLA, Hiring, Temporary Placement, Screening, Change Management, Background Checks, Workers Compensation, HR Policies, Policy, Workforce Planning, Employee Handbooks, Succession Planning, Organizational..., Applicant Tracking..., Leadership, HR Consulting, Internet Recruiting, Employee Engagement, College Recruiting, HR Management, Management
Education
Trinity College-Hartford 1981 — 1983
BA
Wheaton College (MA) 1979 — 1981
Terry Cundiff Terry Cundiff's 1838 Investment Advisors Experience 1999 - 2002
Job VP Section Manager, Order Generation Services at Citigroup
Industry Financial Services
Experience
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
Melissa Currie Melissa Currie's 1838 Investment Advisors Experience April 2000 - September 2004
Job Creative Manager at PENN Capital Management
Industry Financial Services
Experience
PENN Capital Management September 2014 - Present
Equinox Funds June 2012 - August 2014
BlackRock April 2005 - June 2012
1838 Investment Advisors April 2000 - September 2004
Board of Pensions of the Presbyterian Church 1989 - 1996
Skills
Marketing, Marketing Communications, Marketing Strategy, Branding & Identity, Content Strategy, Content Development, Web Content, Product Marketing, Integrated Marketing, Digital Marketing, Direct Marketing, Email Marketing, Event Planning, Investments, Mutual Funds, 1940 Act, FINRA, Market Research, PowerPoint, Social Media Marketing, Advertising, Customer Service, CRM, New Business Development, Analytics, Product Management
Education
University of Phoenix 2007 — 2011
B.S.
PENN Capital Management September 2014 - Present
Equinox Funds June 2012 - August 2014
BlackRock April 2005 - June 2012
1838 Investment Advisors April 2000 - September 2004
Board of Pensions of the Presbyterian Church 1989 - 1996
Skills
Marketing, Marketing Communications, Marketing Strategy, Branding & Identity, Content Strategy, Content Development, Web Content, Product Marketing, Integrated Marketing, Digital Marketing, Direct Marketing, Email Marketing, Event Planning, Investments, Mutual Funds, 1940 Act, FINRA, Market Research, PowerPoint, Social Media Marketing, Advertising, Customer Service, CRM, New Business Development, Analytics, Product Management
Education
University of Phoenix 2007 — 2011
B.S.
Robert Faulkner Robert Faulkner's 1838 Investment Advisors Experience September 2000 - December 2004
Job The next phase of my life
Industry Research
Experience
Retired & doing ... April 2015 - Present
UBS Wealth Management July 2010 - April 2015
TheStreet.com January 2005 - August 2010
1838 Investment Advisors September 2000 - December 2004
Merrill Lynch Investment Managers January 1990 - August 2000
Merrill Lynch / BlackRock 1989 - 2000
Alex. Brown & Sons 1989 - 1990
CIBC Wood Gundy January 1987 - January 1989
Skills
Investments, Equity Research, Analysis, Investment Banking, Investment Strategies, Finance, Portfolio Management, Alternative Investments, Capital Markets, Mutual Funds, Strategy, Editing, Research, Wealth Management, Hedge Funds, Start-ups, Financial Modeling, Series 7, Management, Equities, Venture Capital, Entrepreneurship, Valuation, Competitive Analysis, Private Equity, Asset Management, Securities, Marketing, Asset Allocation, Fixed Income, Bloomberg, Telecommunications, Trading, Financial Markets
Education
Seton Hall University 1975 — 1981
MBA
Retired & doing ... April 2015 - Present
UBS Wealth Management July 2010 - April 2015
TheStreet.com January 2005 - August 2010
1838 Investment Advisors September 2000 - December 2004
Merrill Lynch Investment Managers January 1990 - August 2000
Merrill Lynch / BlackRock 1989 - 2000
Alex. Brown & Sons 1989 - 1990
CIBC Wood Gundy January 1987 - January 1989
Skills
Investments, Equity Research, Analysis, Investment Banking, Investment Strategies, Finance, Portfolio Management, Alternative Investments, Capital Markets, Mutual Funds, Strategy, Editing, Research, Wealth Management, Hedge Funds, Start-ups, Financial Modeling, Series 7, Management, Equities, Venture Capital, Entrepreneurship, Valuation, Competitive Analysis, Private Equity, Asset Management, Securities, Marketing, Asset Allocation, Fixed Income, Bloomberg, Telecommunications, Trading, Financial Markets
Education
Seton Hall University 1975 — 1981
MBA
Matthew Trapp Matthew Trapp's 1838 Investment Advisors Experience 1997 - 2005
Job Investment Strategist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2007 - June 2013
Prudential Equity Group October 2005 - June 2007
1838 Investment Advisors 1997 - 2005
Skills
FactSet, Northfield, Access, Excel, Word, PowerPoint, VBA, Financial Modeling, Equity Research, Quantitative Research, Valuation, Performance Attribution, Quantitative Analysis, Fundamental Research, Series 7, Microsoft Excel, Quantitative Models, Excel models, Report Writing, Asset Allocation, Equity Valuation, Equities, ETFs, Bloomberg Terminal, Chartered Financial..., Global Macro, Investment Strategies, Asset Management, Series 63, Quantitative Finance, Quantitative Investing, Stock Picking, Separately Managed..., Buy-side, Investments, Portfolio Management, Alternative Investments, Tactical Asset..., Hedge Funds, Fixed Income, Bloomberg, Trading, Investment Management
Education
Drexel University 1989 — 1994
BS, Finance
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2007 - June 2013
Prudential Equity Group October 2005 - June 2007
1838 Investment Advisors 1997 - 2005
Skills
FactSet, Northfield, Access, Excel, Word, PowerPoint, VBA, Financial Modeling, Equity Research, Quantitative Research, Valuation, Performance Attribution, Quantitative Analysis, Fundamental Research, Series 7, Microsoft Excel, Quantitative Models, Excel models, Report Writing, Asset Allocation, Equity Valuation, Equities, ETFs, Bloomberg Terminal, Chartered Financial..., Global Macro, Investment Strategies, Asset Management, Series 63, Quantitative Finance, Quantitative Investing, Stock Picking, Separately Managed..., Buy-side, Investments, Portfolio Management, Alternative Investments, Tactical Asset..., Hedge Funds, Fixed Income, Bloomberg, Trading, Investment Management
Education
Drexel University 1989 — 1994
BS, Finance
Edward Miller, CFA, CMT Edward Miller, CFA, CMT's 1838 Investment Advisors Experience 2002 - 2004
Job Portfolio Manager at Piscataqua Capital Management, Quantitative, ESG (socially responsible investing)
Industry Investment Management
Experience
Piscataqua Capital Management 2014 - Present
Haber Trilix Advisors, LP 2011 - 2013
Batterymarch Financial Management 2005 - 2010
1838 Investment Advisors 2002 - 2004
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1989 - 1997
I/B/E/S 1987 - 1988
Skills
Equity Research, Portfolio Management, Bloomberg, Hedge Funds, Equities, Asset Management, Technical Analysis, Financial Modeling, Investment Strategies, Global Macro, Quantitative Research, Macro Analysis, Performance Attribution, Asset Managment, Written & Oral..., Risk Analytics, Short Sales, Thomson One Analytics, Factset, WONDA, ESG Investing, Socially Responsible..., Environmental Issues, Corporate Governance, Corporate Social...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Dickinson College
BA, Economics
Peddie School
Piscataqua Capital Management 2014 - Present
Haber Trilix Advisors, LP 2011 - 2013
Batterymarch Financial Management 2005 - 2010
1838 Investment Advisors 2002 - 2004
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1989 - 1997
I/B/E/S 1987 - 1988
Skills
Equity Research, Portfolio Management, Bloomberg, Hedge Funds, Equities, Asset Management, Technical Analysis, Financial Modeling, Investment Strategies, Global Macro, Quantitative Research, Macro Analysis, Performance Attribution, Asset Managment, Written & Oral..., Risk Analytics, Short Sales, Thomson One Analytics, Factset, WONDA, ESG Investing, Socially Responsible..., Environmental Issues, Corporate Governance, Corporate Social...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Dickinson College
BA, Economics
Peddie School
David Sugimoto, CFA David Sugimoto, CFA's 1838 Investment Advisors Experience 2000 - 2005
Job Senior Portfolio Manager at Affinity Investment Advisors
Industry Investment Management
Experience
Echo Point Investment Management, LLC October 2010 - January 2014
Morgan Stanley Investment Management July 2005 - May 2010
1838 Investment Advisors 2000 - 2005
USAA Investment Management April 1994 - January 2000
Teacher Retirement System of Texas 1992 - 1994
Skills
Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1980
Institute of Chartered Financial Analysts
CFA
Echo Point Investment Management, LLC October 2010 - January 2014
Morgan Stanley Investment Management July 2005 - May 2010
1838 Investment Advisors 2000 - 2005
USAA Investment Management April 1994 - January 2000
Teacher Retirement System of Texas 1992 - 1994
Skills
Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1980
Institute of Chartered Financial Analysts
CFA
Debbie Kenney Debbie Kenney's 1838 Investment Advisors Experience September 1994 - January 1996
Job Administrative Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
Arthur J. Gallagher & Co January 2012 - April 2014
Walsh and Nicholson Financial Group July 2002 - April 2012
Philadelphia Newspapers Inc. March 2000 - June 2002
COMMERCE BANK February 2000 - March 2001
Philadelphia Regional Port Authority August 1996 - January 1999
M.A.S. Financial January 1996 - August 1996
1838 INVESTMENT ADVISORS September 1994 - January 1996
PNC BANK August 1986 - January 1994
Trust Settlement August 1986 - December 1989
Skills
Customer Relations, Insurance, Administrative Support, Investments, Banking, Customer Satisfaction, Administrative..., Customer Service, Employee Benefits, Budgets, Sales, CRM, Marketing, Office Management, Finance, Leadership, Team Building, Account Management, Administrative..., Time Management, Disability Insurance, Microsoft Office, Spreadsheets
Education
Community College of Philadelphia
Associate Degree, General Studies
St. Maria Goretti High School 1974 — 1978
Diploma, College Prep
Our Lady of Mt Carmel
Ameriprise Financial Services, Inc. May 2014 - Present
Arthur J. Gallagher & Co January 2012 - April 2014
Walsh and Nicholson Financial Group July 2002 - April 2012
Philadelphia Newspapers Inc. March 2000 - June 2002
COMMERCE BANK February 2000 - March 2001
Philadelphia Regional Port Authority August 1996 - January 1999
M.A.S. Financial January 1996 - August 1996
1838 INVESTMENT ADVISORS September 1994 - January 1996
PNC BANK August 1986 - January 1994
Trust Settlement August 1986 - December 1989
Skills
Customer Relations, Insurance, Administrative Support, Investments, Banking, Customer Satisfaction, Administrative..., Customer Service, Employee Benefits, Budgets, Sales, CRM, Marketing, Office Management, Finance, Leadership, Team Building, Account Management, Administrative..., Time Management, Disability Insurance, Microsoft Office, Spreadsheets
Education
Community College of Philadelphia
Associate Degree, General Studies
St. Maria Goretti High School 1974 — 1978
Diploma, College Prep
Our Lady of Mt Carmel
Robert Sheahan's 1838 Investment Advisors Experience March 2000 - June 2005
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Stephen Starnes's 1838 Investment Advisors Experience 1992 - 2002
Job Senior Vice President Mondrian Investment Pts.; Chair Emeritus Next Step; President Alpha Delta Phi International
Industry Investment Management
Experience
Mondrian Investment Partners March 2009 - Present
Next Step Fund - Cambridge, MA March 2005 - Present
Alpha Delta Phi International Fraternity August 2010 - Present
Mondrian Investment Partners September 2004 - Present
Delaware Investments August 2002 - September 2004
1838 Investment Advisors 1992 - 2002
Van Eck Global 1996 - 1997
Prudential-Bache Securities April 1982 - March 1990
Skills
Non-profit Board..., Board of Director..., Fundraising, Corporate Governance, Distribution Strategies, Territory Management, Alternative Investments, Capital Allocation, Investments, Series 7, Series 63, Wealth Management, Securities, Investment Advisory, Financial Services, Emerging Markets, Board of Directors, Capital Markets, Financial Advisory, Fixed Income, Private Equity, Sales Force Development, Portfolio Management
Education
Hamilton College 1976 — 1980
BA, Sociology
The Taft School 1974 — 1976
Mondrian Investment Partners March 2009 - Present
Next Step Fund - Cambridge, MA March 2005 - Present
Alpha Delta Phi International Fraternity August 2010 - Present
Mondrian Investment Partners September 2004 - Present
Delaware Investments August 2002 - September 2004
1838 Investment Advisors 1992 - 2002
Van Eck Global 1996 - 1997
Prudential-Bache Securities April 1982 - March 1990
Skills
Non-profit Board..., Board of Director..., Fundraising, Corporate Governance, Distribution Strategies, Territory Management, Alternative Investments, Capital Allocation, Investments, Series 7, Series 63, Wealth Management, Securities, Investment Advisory, Financial Services, Emerging Markets, Board of Directors, Capital Markets, Financial Advisory, Fixed Income, Private Equity, Sales Force Development, Portfolio Management
Education
Hamilton College 1976 — 1980
BA, Sociology
The Taft School 1974 — 1976
John Shope's 1838 Investment Advisors Experience 1999 - 2002
Job Engineering, finance, infomation technology
Industry Information Technology and Services
Experience
New Horizons CLC 2006 - 2007
National Association of Securities Dealers (NASD/FINRA) 2004 - 2006
1838 Investment Advisors 1999 - 2002
Phoenix Investment Partners 1997 - 1999
Fred Alger Management 1993 - 1997
General Dynamics Corporation 1988 - 1993
Skills
Investments, Portfolio Management
Education
New Horizons Computer Learning Center 2006 — 2007
MCSE, CompTia Security+, Network+, A+, Information Technology
CFA Institute 1993 — 1996
CFA, Finance
Rensselaer Polytechnic Institute 1988 — 1991
MBA, Finance
Rochester Institute of Technology 1985 — 1988
Bachelor of Technology, Engineering Technology
Alfred State College - SUNY College of Technology 1983 — 1985
A.A.S., Mechanical Engineering Technology
New Horizons CLC 2006 - 2007
National Association of Securities Dealers (NASD/FINRA) 2004 - 2006
1838 Investment Advisors 1999 - 2002
Phoenix Investment Partners 1997 - 1999
Fred Alger Management 1993 - 1997
General Dynamics Corporation 1988 - 1993
Skills
Investments, Portfolio Management
Education
New Horizons Computer Learning Center 2006 — 2007
MCSE, CompTia Security+, Network+, A+, Information Technology
CFA Institute 1993 — 1996
CFA, Finance
Rensselaer Polytechnic Institute 1988 — 1991
MBA, Finance
Rochester Institute of Technology 1985 — 1988
Bachelor of Technology, Engineering Technology
Alfred State College - SUNY College of Technology 1983 — 1985
A.A.S., Mechanical Engineering Technology
Robert Hancock's 1838 Investment Advisors Experience 1998 - 2002
Job COO, CCO at Sands Capital Mgmt, LLC
Industry Investment Management
Experience
Sands Capital Mgmt, LLC April 2004 - Present
MBIA Asset Management, LLC 1998 - 2002
1838 Investment Advisors 1998 - 2002
MBIA - 1838 Investment Advisors 1998 - 2002
Skills
Asset Management, Investments, Compliance, Investment Company Act, Investment Advisor..., Investment Companies, UCITS, Investment Advisers Act
Education
Saint Joseph's University 1986 — 1988
MBA, Finance
Saint Joseph's University 1969 — 1973
BA, Political Science
Sands Capital Mgmt, LLC April 2004 - Present
MBIA Asset Management, LLC 1998 - 2002
1838 Investment Advisors 1998 - 2002
MBIA - 1838 Investment Advisors 1998 - 2002
Skills
Asset Management, Investments, Compliance, Investment Company Act, Investment Advisor..., Investment Companies, UCITS, Investment Advisers Act
Education
Saint Joseph's University 1986 — 1988
MBA, Finance
Saint Joseph's University 1969 — 1973
BA, Political Science
Richard Holt, CFA's 1838 Investment Advisors Experience 2003 - 2005
Job Chief Investment Strategist at Legacy Advisors LLC
Industry Financial Services
Experience
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
E.G. Woods, CFA's 1838 Investment Advisors Experience July 1999 - June 2005
Job Equity Analyst at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments October 2013 - Present
Guggenheim Investments February 2008 - April 2013
Aberdeen Asset Management (formerly Gartmore Global Invesments) July 2005 - January 2008
1838 Investment Advisors July 1999 - June 2005
Skills
Equities, Portfolio Management, Investments, Valuation, Alternative Investments, Analysis, Asset Management, Hedge Funds, Equity Research, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Fixed Income, Equity Valuation, Investment Management, Business Strategy, Financial Modeling, Financial Analysis, Investment Advisory
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Trinity College-Hartford 1985 — 1989
B.A., Economics
Deerfield Academy 1983 — 1985
Sentinel Investments October 2013 - Present
Guggenheim Investments February 2008 - April 2013
Aberdeen Asset Management (formerly Gartmore Global Invesments) July 2005 - January 2008
1838 Investment Advisors July 1999 - June 2005
Skills
Equities, Portfolio Management, Investments, Valuation, Alternative Investments, Analysis, Asset Management, Hedge Funds, Equity Research, Investment Strategies, Asset Managment, Asset Allocation, Bloomberg, Fixed Income, Equity Valuation, Investment Management, Business Strategy, Financial Modeling, Financial Analysis, Investment Advisory
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Trinity College-Hartford 1985 — 1989
B.A., Economics
Deerfield Academy 1983 — 1985
Thomas (Tom) Mandel, CFA's 1838 Investment Advisors Experience 1989 - 1992
Job Founder, Senior Managing Director at Semper Capital Management, L.P.
Industry Investment Management
Experience
Semper Capital Management, L.P. September 1992 - Present
1838 Investment Advisors 1989 - 1992
Century Institutional Advisors 1986 - 1989
Chase Investors Management Corp 1984 - 1986
Skills
Fixed Income, Hedge Funds, Alternative Investments, Investments, Risk Management
Education
Wharton School, University of Pennsylvania 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1976 — 1980
Bachelor of Science, Economics
Semper Capital Management, L.P. September 1992 - Present
1838 Investment Advisors 1989 - 1992
Century Institutional Advisors 1986 - 1989
Chase Investors Management Corp 1984 - 1986
Skills
Fixed Income, Hedge Funds, Alternative Investments, Investments, Risk Management
Education
Wharton School, University of Pennsylvania 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1976 — 1980
Bachelor of Science, Economics
Samuel Gass's 1838 Investment Advisors Experience August 1999 - November 2001
Job SMA Trading Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
Amy Lieb, CPA, SPHR's 1838 Investment Advisors Experience May 1992 - September 2004
Job Director Finance and Human Resources at Philadelphia International Advisors
Industry Financial Services
Experience
Philadelphia International Advisors September 2005 - Present
1838 Investment Advisors May 1992 - September 2004
SEI November 1987 - May 1992
Skills
Mutual Funds, Finance, Accounting, Equities, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Allocation, Risk Management, Investments, Financial Planning, Hedge Funds, Management
Education
Drexel University - College of Business and Administration 1980 — 1985
BS, Accounting
Philadelphia International Advisors September 2005 - Present
1838 Investment Advisors May 1992 - September 2004
SEI November 1987 - May 1992
Skills
Mutual Funds, Finance, Accounting, Equities, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Allocation, Risk Management, Investments, Financial Planning, Hedge Funds, Management
Education
Drexel University - College of Business and Administration 1980 — 1985
BS, Accounting
Fred Casadei's 1838 Investment Advisors Experience August 2000 - May 2002
Job Director of Operations at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P. January 2011 - Present
Turner Investments, L.P. January 2005 - December 2010
Turner Investments, L.P. May 2002 - December 2004
1838 Investment Advisors August 2000 - May 2002
The Killen Group January 1998 - August 2000
Wilmington Trust March 1995 - January 1998
PNC Bank September 1993 - March 1995
Skills
Equities
Education
St. Joseph's University 1999 — 2003
MBA, Finance
Widener University 1989 — 1993
BS, Accounting
Turner Investments, L.P. January 2011 - Present
Turner Investments, L.P. January 2005 - December 2010
Turner Investments, L.P. May 2002 - December 2004
1838 Investment Advisors August 2000 - May 2002
The Killen Group January 1998 - August 2000
Wilmington Trust March 1995 - January 1998
PNC Bank September 1993 - March 1995
Skills
Equities
Education
St. Joseph's University 1999 — 2003
MBA, Finance
Widener University 1989 — 1993
BS, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY