AdvisorShares Company
Industry: Investment management company
DescriptionAdvisorShares Investments is a US-based investment management firm based in Bethesda, Maryland which offers actively managed exchange-traded funds through the AdvisorShares Trust. The firm launched its first active ETF fund in 2009. Assets under management: 815 million USD Founder: Noah Hamman Founded: 2006 Headquarters: Bethesda, MD Type of business: Private limited company
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AdvisorShares Employees
Employee
Years
Job
Industry
Mackenzie Peterson Mackenzie Peterson's AdvisorShares Experience June 2015 - Present
Job Marketing Intern at Orange Habit
Industry Marketing and Advertising
Experience
AdvisorShares June 2015 - Present
Orange Habit May 2013 - Present
Institute for Entrepreneurial Excellence September 2014 - April 2015
The Mann Center for the Performing Arts May 2014 - August 2014
eBay Inc July 2013 - July 2013
GSI April 2012 - August 2012
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Social Media Marketing, Editing, Social Networking, Customer Service, Leadership, Public Speaking, Marketing, Research, Teamwork
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Marketing
The Shipley School
High School
AdvisorShares June 2015 - Present
Orange Habit May 2013 - Present
Institute for Entrepreneurial Excellence September 2014 - April 2015
The Mann Center for the Performing Arts May 2014 - August 2014
eBay Inc July 2013 - July 2013
GSI April 2012 - August 2012
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Social Media Marketing, Editing, Social Networking, Customer Service, Leadership, Public Speaking, Marketing, Research, Teamwork
Education
University of Pittsburgh 2011 — 2015
Bachelor's Degree, Marketing
The Shipley School
High School
Chuck Robertson Chuck Robertson's AdvisorShares Experience December 2009 - Present
Job Managing Director, Marketing, at AdvisorShares
Industry Financial Services
Experience
AdvisorShares December 2009 - Present
Digital Insight, an Intuit Company March 2007 - December 2009
E*TRADE Financial August 2006 - March 2007
JPMorgan Chase December 2004 - August 2006
Fidelity Investments August 1993 - September 2003
Skills
ETFs, Product Management, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Portfolio Management, Asset Management, Business Analysis, Series 7, Wealth Management, Investments, Cross-functional Team..., Equities, Investment Advisory, Asset Allocation, Investment Management, Financial Advisory, Relationship Management, Financial Markets, FINRA, Fixed Income, Alternative Investments, Business Development, Management, Retirement Planning, Securities, Investor Relations
Education
UCLA 2011 — 2016
Certificate, Creative Writing in Fiction
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Marketing
AdvisorShares December 2009 - Present
Digital Insight, an Intuit Company March 2007 - December 2009
E*TRADE Financial August 2006 - March 2007
JPMorgan Chase December 2004 - August 2006
Fidelity Investments August 1993 - September 2003
Skills
ETFs, Product Management, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Portfolio Management, Asset Management, Business Analysis, Series 7, Wealth Management, Investments, Cross-functional Team..., Equities, Investment Advisory, Asset Allocation, Investment Management, Financial Advisory, Relationship Management, Financial Markets, FINRA, Fixed Income, Alternative Investments, Business Development, Management, Retirement Planning, Securities, Investor Relations
Education
UCLA 2011 — 2016
Certificate, Creative Writing in Fiction
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Marketing
Dan Ahrens Dan Ahrens's AdvisorShares Experience 2008 - Present
Job Managing Director at AdvisorShares Investments
Industry Investment Management
Experience
AdvisorShares 2008 - Present
Ahrens Advisors, L.P. 2005 - 2008
Mutuals.com 1999 - 2005
MONY 1992 - 1999
Skills
Investment Management, Product Development, ETFs, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Equities, Financial Advisory, Investment Advisory, Investments
Education
Texas Tech University 1984 — 1988
BBA, Finance
AdvisorShares 2008 - Present
Ahrens Advisors, L.P. 2005 - 2008
Mutuals.com 1999 - 2005
MONY 1992 - 1999
Skills
Investment Management, Product Development, ETFs, Alternative Investments, Mutual Funds, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Equities, Financial Advisory, Investment Advisory, Investments
Education
Texas Tech University 1984 — 1988
BBA, Finance
Paul Galdes Paul Galdes's AdvisorShares Experience March 2014 - Present
Job Investment Consultant at AdvisorShares
Industry Financial Services
Experience
AdvisorShares March 2014 - Present
Reliance First Capital January 2013 - March 2014
Creative Financial Group August 2005 - October 2012
The Vanguard Group May 1999 - January 2005
Vector Marketing May 1996 - October 1998
Skills
Investments, Financial Services, Finance, Series 7, Series 6, Retirement Planning, Insurance, Life Insurance, Long-term Care, Marketing, Mortgage Lending
Education
The American College 2004 — 2008
Masters, Science of Financial Services
Immaculata University 1998 — 2002
Bachelors, Management
AdvisorShares March 2014 - Present
Reliance First Capital January 2013 - March 2014
Creative Financial Group August 2005 - October 2012
The Vanguard Group May 1999 - January 2005
Vector Marketing May 1996 - October 1998
Skills
Investments, Financial Services, Finance, Series 7, Series 6, Retirement Planning, Insurance, Life Insurance, Long-term Care, Marketing, Mortgage Lending
Education
The American College 2004 — 2008
Masters, Science of Financial Services
Immaculata University 1998 — 2002
Bachelors, Management
James Negley James Negley's AdvisorShares Experience September 2015 - Present
Job
Industry Investment Management
Experience
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
AdvisorShares September 2015 - Present
Scottrade February 2014 - September 2015
Capital One November 2012 - February 2014
SunTrust Investment Services December 2010 - November 2012
Edelman Financial Services January 2007 - January 2009
Skills
Series 7, Series 63, Investment Advisory, Wealth Management, Salesforce.com..., CRM, Securities, Mutual Funds, Series 6, Finance, Investment Strategies, Portfolio Management, FINRA, Asset Management, Asset Allocation, Financial Planning, Investments, Banking, Financial Services, Retirement Planning
Education
University of North Carolina at Wilmington
B.A.
Ronald Dees Ronald Dees's AdvisorShares Experience April 2011 - March 2015
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Lakeland Regional Health-Florida August 2014 - Present
AdvisorShares April 2011 - March 2015
Largo Medical Center May 2013 - August 2014
Bon Secours Health System 2012 - 2013
Tampa General Hospital April 2011 - May 2012
Skills
BLS, ACLS, Nursing, Patient Education, Healthcare Management, EMR, Healthcare, Hospitals, Medical-Surgical, Acute Care
Education
Grand Canyon University 2013 — 2015
Bachelor's degree, Nursing Science
Galen College of Nursing 2012 — 2013
Associate's degree, Nursing
Galen School of Nursing-Tampa Bay 2011 — 2012
Certificate, Licensed Practical/Vocational Nurse Training
Lakeland Regional Health-Florida August 2014 - Present
AdvisorShares April 2011 - March 2015
Largo Medical Center May 2013 - August 2014
Bon Secours Health System 2012 - 2013
Tampa General Hospital April 2011 - May 2012
Skills
BLS, ACLS, Nursing, Patient Education, Healthcare Management, EMR, Healthcare, Hospitals, Medical-Surgical, Acute Care
Education
Grand Canyon University 2013 — 2015
Bachelor's degree, Nursing Science
Galen College of Nursing 2012 — 2013
Associate's degree, Nursing
Galen School of Nursing-Tampa Bay 2011 — 2012
Certificate, Licensed Practical/Vocational Nurse Training
Carter Hamilton Carter Hamilton's AdvisorShares Experience July 2014 - Present
Job Data Analyst at AdvisorShares
Industry Financial Services
Experience
AdvisorShares July 2014 - Present
Phase 5 Group, Inc. November 2013 - May 2014
Corporate Executive Board March 2011 - October 2013
Whitney Bank April 2010 - February 2011
Skills
Salesforce.com, Microsoft Excel, Excel, PowerPoint, Administration, Outlook, Word, Microsoft Office
Education
University of Mississippi 2005 — 2010
Managerial Finance
AdvisorShares July 2014 - Present
Phase 5 Group, Inc. November 2013 - May 2014
Corporate Executive Board March 2011 - October 2013
Whitney Bank April 2010 - February 2011
Skills
Salesforce.com, Microsoft Excel, Excel, PowerPoint, Administration, Outlook, Word, Microsoft Office
Education
University of Mississippi 2005 — 2010
Managerial Finance
George R. Collett, CFP® George R. Collett, CFP®'s AdvisorShares Experience June 2012 - Present
Job Founder & President, Your Source Financial
Industry Financial Services
Experience
Your Source Financial April 2000 - Present
AdvisorShares June 2012 - Present
DeGreen Financial April 1997 - April 2000
The Acacia Group LLC March 1996 - April 1997
Ameriprise Financial Services, Inc. October 1993 - March 1996
Industrial Bolt and Screw Supply December 1992 - October 1993
The Lucks Company March 1990 - December 1992
US Navy May 1982 - May 1991
Skills
Certified Financial..., Portfolio Management, Business Planning, Estate Planning, Pension Systems, Life Insurance, Finance, Small Business, Management, Mutual Funds, Private Equity, Corporate Finance, Strategic Planning, Investments, New Business Development, Investment Strategies, Financial Advisory, Start-ups
Education
Wabash College 1978 — 1982
Bachelor of Arts (BA), Philosophy and Religious Studies
College for Financial Planning 1999 — 2002
Personal Finance
Your Source Financial April 2000 - Present
AdvisorShares June 2012 - Present
DeGreen Financial April 1997 - April 2000
The Acacia Group LLC March 1996 - April 1997
Ameriprise Financial Services, Inc. October 1993 - March 1996
Industrial Bolt and Screw Supply December 1992 - October 1993
The Lucks Company March 1990 - December 1992
US Navy May 1982 - May 1991
Skills
Certified Financial..., Portfolio Management, Business Planning, Estate Planning, Pension Systems, Life Insurance, Finance, Small Business, Management, Mutual Funds, Private Equity, Corporate Finance, Strategic Planning, Investments, New Business Development, Investment Strategies, Financial Advisory, Start-ups
Education
Wabash College 1978 — 1982
Bachelor of Arts (BA), Philosophy and Religious Studies
College for Financial Planning 1999 — 2002
Personal Finance
Charlie Carrigan Charlie Carrigan's AdvisorShares Experience April 2013 - June 2014
Job Trader
Industry Semiconductors
Experience
Capital Asset Exchange & Trading, LLC June 2014 - Present
AdvisorShares April 2013 - June 2014
Carolina Capital Markets April 2011 - July 2012
He's Not Here May 2010 - April 2012
Skills
Economics, Spanish, Bloomberg, Series 63, Excel, Alternative Investments, Series 7, SQL, ETFs, Mutual Funds, Bloomberg Terminal, Corporate Finance, Trading Systems, Brazilian Portuguese, Finance, Microsoft Excel, Microsoft Access, VBA, FINRA, CRM, Access, HTML, HTML5, CSS
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics, Business, Spanish
Universidad de Belgrano 2009 — 2009
(Study Abroad), Spanish, Latin American Economics
St. Pius X Catholic High School
Capital Asset Exchange & Trading, LLC June 2014 - Present
AdvisorShares April 2013 - June 2014
Carolina Capital Markets April 2011 - July 2012
He's Not Here May 2010 - April 2012
Skills
Economics, Spanish, Bloomberg, Series 63, Excel, Alternative Investments, Series 7, SQL, ETFs, Mutual Funds, Bloomberg Terminal, Corporate Finance, Trading Systems, Brazilian Portuguese, Finance, Microsoft Excel, Microsoft Access, VBA, FINRA, CRM, Access, HTML, HTML5, CSS
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics, Business, Spanish
Universidad de Belgrano 2009 — 2009
(Study Abroad), Spanish, Latin American Economics
St. Pius X Catholic High School
Bill McVay Bill McVay's AdvisorShares Experience March 2011 - Present
Job Independent Trustee and Investment Advisory Consultant
Industry Financial Services
Experience
RDK Strategies January 2007 - Present
AdvisorShares March 2011 - Present
Zephyr Associates, Inc. 2001 - 2005
Legg Mason 1988 - 2000
Shearson Lehman Hutton 1983 - 1988
Skills
Investment Advisory..., Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Strategic Planning, Wealth Management, Financial Services, Separately Managed..., Family Office, Financial Markets, Hedge Funds, Mutual Funds, Board of Director..., Employee Benefits, Analytics, Zephyr Style Advisor, CLU, Certified Financial..., Registered Investment..., 403 b, Modern Portfolio Theory, Endowments, Institutional..., ETFs, Asset Management, Investment Management, Investments, High Net Worth..., Portfolio Management, Series 7
Education
Southeast Missouri State University 1972 — 1976
BME, Music Education
RDK Strategies January 2007 - Present
AdvisorShares March 2011 - Present
Zephyr Associates, Inc. 2001 - 2005
Legg Mason 1988 - 2000
Shearson Lehman Hutton 1983 - 1988
Skills
Investment Advisory..., Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Strategic Planning, Wealth Management, Financial Services, Separately Managed..., Family Office, Financial Markets, Hedge Funds, Mutual Funds, Board of Director..., Employee Benefits, Analytics, Zephyr Style Advisor, CLU, Certified Financial..., Registered Investment..., 403 b, Modern Portfolio Theory, Endowments, Institutional..., ETFs, Asset Management, Investment Management, Investments, High Net Worth..., Portfolio Management, Series 7
Education
Southeast Missouri State University 1972 — 1976
BME, Music Education
James Carl's AdvisorShares Experience December 2008 - Present
Job Managing Director at AdvisorShares
Industry Financial Services
Experience
AdvisorShares December 2008 - Present
Imagine Capitol Group, LLC 2004 - Present
Skills
Asset Management, Financial Analysis, Management Consulting, Corporate Development, New Business Ventures
Education
University of Denver 2002 — 2004
MS, Finance
University of Denver 2002 — 2003
MBA, Business Administration and Management, General
University of Delaware 1993 — 1997
BA, Political Science
AdvisorShares December 2008 - Present
Imagine Capitol Group, LLC 2004 - Present
Skills
Asset Management, Financial Analysis, Management Consulting, Corporate Development, New Business Ventures
Education
University of Denver 2002 — 2004
MS, Finance
University of Denver 2002 — 2003
MBA, Business Administration and Management, General
University of Delaware 1993 — 1997
BA, Political Science
Michael Andre Dobbins's AdvisorShares Experience March 2013 - July 2014
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Evoshield Canes November 2013 - November 2014
AdvisorShares March 2013 - July 2014
The Ritz-Carlton Hotel Company LLC April 2011 - June 2012
Acqua Al 2 2010 - 2011
Northwestern Mutual January 2007 - January 2008
Skills
Investments, Asset Allocation, Series 7, Series 63, Financial Analysis, Finance, Leadership, Public Relations, Social Networking, Hospitality, Microsoft Excel, New Restaurant Openings, Hiring Personnel, Baseball, Microsoft Office, Social Media, Strategic Planning, Labor Control, Food Cost Management, Food Cost Analysis, Restaurant Management, Front Line Leadership, Inventory Management, Inventory Accuracy, Inventory Accounting, TIPS Trained, Budgets, Public Speaking, Pricing Strategy, Microsoft Word
Education
Christopher Newport University 2001 — 2005
Cape Henry Collegiate
cox high school
Morgan Stanley August 2014 - Present
Evoshield Canes November 2013 - November 2014
AdvisorShares March 2013 - July 2014
The Ritz-Carlton Hotel Company LLC April 2011 - June 2012
Acqua Al 2 2010 - 2011
Northwestern Mutual January 2007 - January 2008
Skills
Investments, Asset Allocation, Series 7, Series 63, Financial Analysis, Finance, Leadership, Public Relations, Social Networking, Hospitality, Microsoft Excel, New Restaurant Openings, Hiring Personnel, Baseball, Microsoft Office, Social Media, Strategic Planning, Labor Control, Food Cost Management, Food Cost Analysis, Restaurant Management, Front Line Leadership, Inventory Management, Inventory Accuracy, Inventory Accounting, TIPS Trained, Budgets, Public Speaking, Pricing Strategy, Microsoft Word
Education
Christopher Newport University 2001 — 2005
Cape Henry Collegiate
cox high school
Dr. Kathleen Young's AdvisorShares Experience March 2009 - July 2009
Job Learning & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Webster University April 2012 - Present
Missouri College April 2009 - October 2014
Wells Fargo Advisors June 2012 - January 2014
Wells Fargo Advisors October 2010 - May 2012
AdvisorShares March 2009 - July 2009
A.G. Edwards & Sons, Inc. April 1994 - July 2008
Stifel Nicolaus January 1991 - April 1994
Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities
Education
Colorado Technical University 2010 — 2014
Doctorate, Management
Fontbonne University 1991 — 1993
MBA, Marketing
Washington University in St. Louis 1987 — 1991
BS, Economics
Horton Watkins
MOCO
Wells Fargo Advisors February 2014 - Present
Webster University April 2012 - Present
Missouri College April 2009 - October 2014
Wells Fargo Advisors June 2012 - January 2014
Wells Fargo Advisors October 2010 - May 2012
AdvisorShares March 2009 - July 2009
A.G. Edwards & Sons, Inc. April 1994 - July 2008
Stifel Nicolaus January 1991 - April 1994
Skills
Management, Research, Program Management, Investments, Marketing, Marketing Strategy, Marketing Communications, Business Development, Microsoft Excel, Portfolio Management, Financial Analysis, Business Planning, Market Research, Leadership, Public Speaking, Project Management, Finance, CRM, Process Improvement, Public Relations, Strategy, Financial Services, Consulting, Equities
Education
Colorado Technical University 2010 — 2014
Doctorate, Management
Fontbonne University 1991 — 1993
MBA, Marketing
Washington University in St. Louis 1987 — 1991
BS, Economics
Horton Watkins
MOCO
Daniel Demers's AdvisorShares Experience June 2012 - October 2013
Job
Industry Financial Services
Experience
Jeffrey A Parker November 2013 - November 2014
AdvisorShares June 2012 - October 2013
Demers Real Estate, Inc. September 2011 - May 2012
Congressional Bank January 2011 - August 2011
Communications Resource, Inc May 2009 - August 2009
Wachovia Securities June 2008 - August 2008
U.S. Department of Commerce July 2007 - August 2007
Education
Emory University 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Walt Whitman High School 2002 — 2006
Jeffrey A Parker November 2013 - November 2014
AdvisorShares June 2012 - October 2013
Demers Real Estate, Inc. September 2011 - May 2012
Congressional Bank January 2011 - August 2011
Communications Resource, Inc May 2009 - August 2009
Wachovia Securities June 2008 - August 2008
U.S. Department of Commerce July 2007 - August 2007
Education
Emory University 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance
Walt Whitman High School 2002 — 2006
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