AG Becker
Industry: Investment banking company
DescriptionA. G. Becker & Co. was an investment bank based in Chicago, Illinois, United States. Becker's history goes back to the 1880s when it was a commercial paper house. It evolved into a full line investment banking firm with offices in Chicago, New York, Los Angeles, San Francisco, Boston, London and Geneva, among others. Founder: Abraham G. Becker Founded: 1893 Ceased operations: 1984 Number of employees: 2,450 (1983); 1,600 (1984) Headquarters: Chicago, IL, San Francisco, CA
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AG Becker Employees
Employee
Years
Job
Industry
Sal Cappello Sal Cappello's AG Becker Experience 1973 - 1982
Job
Industry Financial Services
Experience
goldman sachs 2000 - 2005
SPEAR LEEDS KELLOGG 1983 - 2000
A.G. BECKER 1973 - 1982
Skills
Equities, Derivatives, Trading Systems, Electronic Trading, Hedge Funds, Fixed Income, Equity Trading, Equity Derivatives, Series 7, Securities, Bloomberg, Trading, Options, Series 63, Capital Markets, Alternative Investments, Bonds
Education
Borough of Manhattan Community College 1969 — 1971
Associate of Arts and Sciences (AAS), Business Administration and Management, General
goldman sachs 2000 - 2005
SPEAR LEEDS KELLOGG 1983 - 2000
A.G. BECKER 1973 - 1982
Skills
Equities, Derivatives, Trading Systems, Electronic Trading, Hedge Funds, Fixed Income, Equity Trading, Equity Derivatives, Series 7, Securities, Bloomberg, Trading, Options, Series 63, Capital Markets, Alternative Investments, Bonds
Education
Borough of Manhattan Community College 1969 — 1971
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Donald Grasso Donald Grasso's AG Becker Experience August 1982 - September 1984
Job Chairman, Chief Executive Officer and Owner of Rytec Corporation
Industry Building Materials
Experience
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
Rytec Corporation June 1994 - Present
Winfield Capital LLC February 1993 - June 1994
Prudential Securities February 1990 - February 1993
Merrill Lynch September 1984 - February 1990
A.G. Becker August 1982 - September 1984
The Northern Trust Company August 1976 - July 1980
Skills
Sales Management, Turn Around Management, Corporate Development, Mergers & Acquisitions, Acquisition Integration, Executive Management, M&A experience, Board of Directors, Acquisitions, IPO, Start-ups, Business Strategy, International Sales, Private Equity, Capital Raising, Restructuring, Team Building, Business Development, Contract Negotiation
Education
Kellogg School of Management 1980 — 1982
MM, Finance and Marketing
Princeton University 1972 — 1976
AB, Economics
Mike Weeda's AG Becker Experience April 1981 - March 1982
Job Retired
Industry Computer Software
Experience
Covance February 2013 - July 2014
CDC Software June 2010 - March 2012
Information Development Consultants September 2008 - May 2010
Epic September 2000 - November 2007
Munson Medical Center May 1998 - August 2000
Information Development Consultants April 1982 - April 1998
A.G. Becker April 1981 - March 1982
McCormack & Dodge February 1980 - December 1980
Deloitte August 1977 - January 1980
State of Illinois - Expressway Surveillance Project January 1974 - September 1976
Education
Northwestern University - Kellogg School of Management 1975 — 1977
Master of Business Administration (MBA), Accounting and Computer Science
Northwestern University 1970 — 1975
Bachelor of Science (B.S.), Computer Science
Covance February 2013 - July 2014
CDC Software June 2010 - March 2012
Information Development Consultants September 2008 - May 2010
Epic September 2000 - November 2007
Munson Medical Center May 1998 - August 2000
Information Development Consultants April 1982 - April 1998
A.G. Becker April 1981 - March 1982
McCormack & Dodge February 1980 - December 1980
Deloitte August 1977 - January 1980
State of Illinois - Expressway Surveillance Project January 1974 - September 1976
Education
Northwestern University - Kellogg School of Management 1975 — 1977
Master of Business Administration (MBA), Accounting and Computer Science
Northwestern University 1970 — 1975
Bachelor of Science (B.S.), Computer Science
Tess DeGuzman's AG Becker Experience 1984 - 1986
Job Office Manager and Executive Assistant to the General Manager at Waldorf Astoria New York
Industry Hospitality
Experience
Waldorf Astoria New York February 1991 - Present
Oman Mission to the United Nations January 1986 - February 1991
A.G. Becker 1984 - 1986
Skills
Customer Service, Rooms Division, Hospitality Industry, Hospitality Management, Revenue Analysis, Front Office, Pre-opening, Hospitality, Strategic Planning, Hotels, Hotel Management, Banquets, Budgets, Resorts, Microsoft Office, Microsoft Excel, Microsoft Word, Micros, Food & Beverage
Education
St. Scholastica's College Manila
Bachelor of Arts (BA), Business Administration and Management, General, Graduated with Distinction
St. Theresa's College, Manila
Kindergarten to High School
Waldorf Astoria New York February 1991 - Present
Oman Mission to the United Nations January 1986 - February 1991
A.G. Becker 1984 - 1986
Skills
Customer Service, Rooms Division, Hospitality Industry, Hospitality Management, Revenue Analysis, Front Office, Pre-opening, Hospitality, Strategic Planning, Hotels, Hotel Management, Banquets, Budgets, Resorts, Microsoft Office, Microsoft Excel, Microsoft Word, Micros, Food & Beverage
Education
St. Scholastica's College Manila
Bachelor of Arts (BA), Business Administration and Management, General, Graduated with Distinction
St. Theresa's College, Manila
Kindergarten to High School
John Murabito John Murabito's AG Becker Experience 1981 - 1984
Job Board Director at Direct Insite Corp.
Industry Information Services
Experience
Direct Insite Corp. May 2011 - Present
Independent Contractor April 2011 - Present
Hapoalim Securities USA (f/k/a Investec (US) Inc.) January 1999 - February 2011
National Securities Clearing Corporation January 1997 - January 1999
Weiss Peck & Greer Investments January 1994 - December 1996
Dillon Read & Co. Inc. October 1984 - January 1994
AG Becker 1981 - 1984
Skills
Strategic Planning, Negotiation, Forecasting, Mergers, Business Strategy, Risk Management, Financial Management, Financial Markets, Information Management, Real Estate Transactions, Mediation, Arbitration, Securities Litigation, Languages, Equities, Managerial Finance, Options, Investments, Capital Markets, Securities, Series 7, Hedge Funds, Venture Capital, Banking, Mergers & Acquisitions, Due Diligence, Trading, Financial Services
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance/Accounting
State University of New York at Albany 1976 — 1977
Bachelor of Arts (BA), Economics and Political Science
Stony Brook University 1973 — 1976
Direct Insite Corp. May 2011 - Present
Independent Contractor April 2011 - Present
Hapoalim Securities USA (f/k/a Investec (US) Inc.) January 1999 - February 2011
National Securities Clearing Corporation January 1997 - January 1999
Weiss Peck & Greer Investments January 1994 - December 1996
Dillon Read & Co. Inc. October 1984 - January 1994
AG Becker 1981 - 1984
Skills
Strategic Planning, Negotiation, Forecasting, Mergers, Business Strategy, Risk Management, Financial Management, Financial Markets, Information Management, Real Estate Transactions, Mediation, Arbitration, Securities Litigation, Languages, Equities, Managerial Finance, Options, Investments, Capital Markets, Securities, Series 7, Hedge Funds, Venture Capital, Banking, Mergers & Acquisitions, Due Diligence, Trading, Financial Services
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance/Accounting
State University of New York at Albany 1976 — 1977
Bachelor of Arts (BA), Economics and Political Science
Stony Brook University 1973 — 1976
Frederick Porzelt Frederick Porzelt's AG Becker Experience 1974 - 1983
Job Associate Investment Relationship Manager at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments October 2012 - Present
National Compliance Consultants Inc (NCCI) March 2012 - October 2012
Knight Capital Americas June 2008 - June 2011
Lambright Financial Solutions October 2004 - June 2008
Bank of New York BNY Brokerage 2003 - 2004
Capital Resource Advisors / Capital Resource Financial Services 1997 - 2003
SEI Investments 1983 - 1997
A.G. Becker 1974 - 1983
Skills
Client Services, Project Management, Creative Problem Solving, Process Improvement, Requirements Gathering, Transition Management, Project Implementation, Cost Reduction, Client Retention, Client Focused Solutions, Vendor Management, Microsoft Office, Problem Solving, Change Management, Analysis, Customer Service, Series 7, Series 24, Series 63, Financial Services, Securities, Mergers & Acquisitions, Management, Investments, Portfolio Management
Education
Loyola University of Chicago
Northern Trust Global Investments October 2012 - Present
National Compliance Consultants Inc (NCCI) March 2012 - October 2012
Knight Capital Americas June 2008 - June 2011
Lambright Financial Solutions October 2004 - June 2008
Bank of New York BNY Brokerage 2003 - 2004
Capital Resource Advisors / Capital Resource Financial Services 1997 - 2003
SEI Investments 1983 - 1997
A.G. Becker 1974 - 1983
Skills
Client Services, Project Management, Creative Problem Solving, Process Improvement, Requirements Gathering, Transition Management, Project Implementation, Cost Reduction, Client Retention, Client Focused Solutions, Vendor Management, Microsoft Office, Problem Solving, Change Management, Analysis, Customer Service, Series 7, Series 24, Series 63, Financial Services, Securities, Mergers & Acquisitions, Management, Investments, Portfolio Management
Education
Loyola University of Chicago
Michael S. Burd's AG Becker Experience 1978 - 1980
Job Chief Operating Officer
Industry Education Management
Experience
Delaware County Christian School August 2013 - June 2015
Ares Management LLC August 2011 - July 2012
Wrightwood Capital June 2008 - August 2011
A.G. Edwards 1998 - 2007
First Albany Capital 1992 - 1998
Furman Selz 1988 - 1992
Kidder Peabody 1987 - 1988
E.F. Hutton & Company Inc. 1980 - 1987
A.G. Becker 1978 - 1980
Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment
Education
Harvard Business School 1974 — 1976
MBA
Stanford University 1970 — 1974
A.B., History
Phillips Exeter Academy 1966 — 1970
Delaware County Christian School August 2013 - June 2015
Ares Management LLC August 2011 - July 2012
Wrightwood Capital June 2008 - August 2011
A.G. Edwards 1998 - 2007
First Albany Capital 1992 - 1998
Furman Selz 1988 - 1992
Kidder Peabody 1987 - 1988
E.F. Hutton & Company Inc. 1980 - 1987
A.G. Becker 1978 - 1980
Skills
Asset Management, Investment Banking, Banking, Mergers, Strategic Planning, Real Estate Finance, Corporate Finance, Asset Managment
Education
Harvard Business School 1974 — 1976
MBA
Stanford University 1970 — 1974
A.B., History
Phillips Exeter Academy 1966 — 1970
Peter Alcarese Peter Alcarese's AG Becker Experience January 1969 - January 1971
Job Owner, Peter Alcarese Inc., Formerly Fortune Planning, Inc.
Industry Financial Services
Experience
PeterAlcarese, Inc. January 1986 - Present
KLM Royal Dutch Airlines September 1973 - December 1986
DRYFOOS January 1971 - September 1973
AG BECKER January 1969 - January 1971
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Planners, Tax Preparation, Personal Financial..., Estate Tax Planning, Tax, Income Tax, Retirement, IRS, Personal Finance, Wealth Management, High Net Worth..., IRAs, Series 63, Mutual Funds, Certified Financial..., Series 7, Financial Advisory, Inheritance Tax Planning, Financial Planning, Investments, Marketing Strategy, Customer Service, Strategic Planning
Education
Adelphi University 1983 — 1987
Certified Financial Planner, Financial Planning and Services
PeterAlcarese, Inc. January 1986 - Present
KLM Royal Dutch Airlines September 1973 - December 1986
DRYFOOS January 1971 - September 1973
AG BECKER January 1969 - January 1971
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Planners, Tax Preparation, Personal Financial..., Estate Tax Planning, Tax, Income Tax, Retirement, IRS, Personal Finance, Wealth Management, High Net Worth..., IRAs, Series 63, Mutual Funds, Certified Financial..., Series 7, Financial Advisory, Inheritance Tax Planning, Financial Planning, Investments, Marketing Strategy, Customer Service, Strategic Planning
Education
Adelphi University 1983 — 1987
Certified Financial Planner, Financial Planning and Services
Paul Troup Paul Troup's AG Becker Experience 1973 - 1989
Job Principal at Hardwood Forest Management LLC
Industry Financial Services
Experience
Hardwood Forest Management LLC January 2014 - Present
Callan Associates 1989 - 2014
Mercer Investment Consulting February 1980 - November 1989
AG Becker 1973 - 1989
Skills
Investments, consulting, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Valuation, High Net Worth..., Consulting, Finance, Retirement, Fixed Annuities, Investment Advisory, Financial Services, Pensions, Institutional..., Relationship Management, Financial Institutions, Emerging Markets, Defined Contribution, Funding, 401k, Venture Capital, Board of Director..., Endowments, Capital Markets, Employee Benefits, Securities, Financial Modeling, Transaction Processing, Series 63, Investment Advisory..., Bloomberg
Education
University of Tennessee-Knoxville 1970 — 1973
Master of Science (MS), Industrial Management
Emory University 1963 — 1965
Master's Degree, Chemistry
Purdue University 1959 — 1963
Bachelor's Degree, Chemistry
North Central High School 1957 — 1959
High School
Hardwood Forest Management LLC January 2014 - Present
Callan Associates 1989 - 2014
Mercer Investment Consulting February 1980 - November 1989
AG Becker 1973 - 1989
Skills
Investments, consulting, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Valuation, High Net Worth..., Consulting, Finance, Retirement, Fixed Annuities, Investment Advisory, Financial Services, Pensions, Institutional..., Relationship Management, Financial Institutions, Emerging Markets, Defined Contribution, Funding, 401k, Venture Capital, Board of Director..., Endowments, Capital Markets, Employee Benefits, Securities, Financial Modeling, Transaction Processing, Series 63, Investment Advisory..., Bloomberg
Education
University of Tennessee-Knoxville 1970 — 1973
Master of Science (MS), Industrial Management
Emory University 1963 — 1965
Master's Degree, Chemistry
Purdue University 1959 — 1963
Bachelor's Degree, Chemistry
North Central High School 1957 — 1959
High School
Vincent Jerome Lloyd's AG Becker Experience 1977 - 1981
Job at VJ Lloyd, CPA/PFS, CGMA, CRTP, EA
Industry Financial Services
Experience
HD Vest Investmentl ServicesSM 2009 - Present
VJ Lloyd, CPA/PFS, EA, CRTP April 1989 - Present
US Postal Inspection Service February 1989 - February 2009
AG Becker 1977 - 1981
Skills
Tax, CPA, Forensic Accounting, Estate Tax Planning
Education
Roosevelt University
Bachelor of Science (BS) - Business Administration, Major in Accounting
HD Vest Investmentl ServicesSM 2009 - Present
VJ Lloyd, CPA/PFS, EA, CRTP April 1989 - Present
US Postal Inspection Service February 1989 - February 2009
AG Becker 1977 - 1981
Skills
Tax, CPA, Forensic Accounting, Estate Tax Planning
Education
Roosevelt University
Bachelor of Science (BS) - Business Administration, Major in Accounting
Brian Lenart Brian Lenart's AG Becker Experience 1977 - 1978
Job CEO, BDL Compliance Consulting
Industry Financial Services
Experience
BDL Compliance Consulting 2002 - Present
Marsh & McLennan Securities 1997 - 2000
William M. Mercer Investment Consulting 1997 - 2000
Financial Industry Regulatory Authority (FINRA) 1992 - 1997
Continental Bank Brokerage Services 1989 - 1991
Mesirow Financial Services 1988 - 1989
Kemper Financial Services 1979 - 1988
Mesirow Financial Services 1978 - 1979
AG Becker 1977 - 1978
Skills
Series 7, Securities, FINRA, Investment Advisory, Hedge Funds
Education
CBOE Options Institute 1993 — 1993
Options
NASD Regulatory Training 1992 — 1993
Securities Regulation
DePaul University 1988 — 1992
CPA, Accounting/ CPA
Quincy University 1974 — 1977
B.A., Political Science
Batavia High School
REGISTRATIONS & CERTIFICATIONS
BDL Compliance Consulting 2002 - Present
Marsh & McLennan Securities 1997 - 2000
William M. Mercer Investment Consulting 1997 - 2000
Financial Industry Regulatory Authority (FINRA) 1992 - 1997
Continental Bank Brokerage Services 1989 - 1991
Mesirow Financial Services 1988 - 1989
Kemper Financial Services 1979 - 1988
Mesirow Financial Services 1978 - 1979
AG Becker 1977 - 1978
Skills
Series 7, Securities, FINRA, Investment Advisory, Hedge Funds
Education
CBOE Options Institute 1993 — 1993
Options
NASD Regulatory Training 1992 — 1993
Securities Regulation
DePaul University 1988 — 1992
CPA, Accounting/ CPA
Quincy University 1974 — 1977
B.A., Political Science
Batavia High School
REGISTRATIONS & CERTIFICATIONS
Gerry Plant Gerry Plant's AG Becker Experience 1968 - 1975
Job Independent Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank 1998 - 2005
NatWest Securities December 1996 - March 1998
Morgan Stanley 1979 - 1995
Options Clearing Corporation 1975 - 1979
A.G. Becker 1968 - 1975
A.G. Becker & Co., Inc. 1968 - 1975
Skills
Prime Brokerage, Equity Derivatives, Hedge Funds, Options, Financial Analysis, Equities, Middle Office, Derivatives, Trading Systems, Securities, Commodity, Hedging, Alternative Investments, Capital Markets, Emerging Markets, Swaps, Market Making, Investment Banking, Series 63, Equity Trading, Equity Research, Market Risk, Financial Markets, Corporate Actions, Electronic Trading, FX Options, Credit Derivatives, Bloomberg, Fixed Income, Collateral Management, Settlement, Securities Lending, Trading Strategies, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Proprietary Trading, Trading, Series 7, Financial Services, Wealth Management, Interest Rate..., Back Office, Market Data, Structured Products, Bonds, FINRA, Asset Management, ETFs
Education
Brooklyn Prep 1962 — 1965
Fordham University
Deutsche Bank 1998 - 2005
NatWest Securities December 1996 - March 1998
Morgan Stanley 1979 - 1995
Options Clearing Corporation 1975 - 1979
A.G. Becker 1968 - 1975
A.G. Becker & Co., Inc. 1968 - 1975
Skills
Prime Brokerage, Equity Derivatives, Hedge Funds, Options, Financial Analysis, Equities, Middle Office, Derivatives, Trading Systems, Securities, Commodity, Hedging, Alternative Investments, Capital Markets, Emerging Markets, Swaps, Market Making, Investment Banking, Series 63, Equity Trading, Equity Research, Market Risk, Financial Markets, Corporate Actions, Electronic Trading, FX Options, Credit Derivatives, Bloomberg, Fixed Income, Collateral Management, Settlement, Securities Lending, Trading Strategies, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Proprietary Trading, Trading, Series 7, Financial Services, Wealth Management, Interest Rate..., Back Office, Market Data, Structured Products, Bonds, FINRA, Asset Management, ETFs
Education
Brooklyn Prep 1962 — 1965
Fordham University
Christopher Barone, MBA Christopher Barone, MBA's AG Becker Experience January 1981 - January 1984
Job Associate Compliance Officer at Westchester Medical Center
Industry Financial Services
Experience
Westchester Medical Center May 2014 - Present
Westchester Medical Center October 2013 - May 2014
Westchester Medical Center August 2012 - October 2013
GLG Research April 2010 - August 2012
BNY ConvergEx Group February 2008 - February 2010
B-TRADE SERVICES, LLC January 1998 - January 2008
BNY SECURITIES INC January 1995 - January 1998
ESI Securities January 1984 - January 1995
AG BECKER January 1981 - January 1984
PERSHING & COMPANY January 1978 - January 1980
Skills
Broker-Dealer, Trade Compliance, Client Liaison, Electronic Trading, Project Management, Personnel Management, Options, Bloomberg, Equities, Fixed Income, Trading, Trading Systems, Hedge Funds, Finance, Capital Markets, Middle Office, FINRA, Financial Markets, Asset Management, Securities, Derivatives, Investment Banking, Settlement, Management, Series 7, Series 63, Equity Trading, Investments, Back Office, Financial Services, Private Equity, Data Analysis, Risk Management, Bonds, Mutual Funds, Financial Modeling, FX Options, Investment Management, Auditing
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Fordham University
Bachelor of Arts (B.A.), Economics
Westchester Medical Center May 2014 - Present
Westchester Medical Center October 2013 - May 2014
Westchester Medical Center August 2012 - October 2013
GLG Research April 2010 - August 2012
BNY ConvergEx Group February 2008 - February 2010
B-TRADE SERVICES, LLC January 1998 - January 2008
BNY SECURITIES INC January 1995 - January 1998
ESI Securities January 1984 - January 1995
AG BECKER January 1981 - January 1984
PERSHING & COMPANY January 1978 - January 1980
Skills
Broker-Dealer, Trade Compliance, Client Liaison, Electronic Trading, Project Management, Personnel Management, Options, Bloomberg, Equities, Fixed Income, Trading, Trading Systems, Hedge Funds, Finance, Capital Markets, Middle Office, FINRA, Financial Markets, Asset Management, Securities, Derivatives, Investment Banking, Settlement, Management, Series 7, Series 63, Equity Trading, Investments, Back Office, Financial Services, Private Equity, Data Analysis, Risk Management, Bonds, Mutual Funds, Financial Modeling, FX Options, Investment Management, Auditing
Education
New York University, Stern School of Business
Master of Business Administration (MBA)
Fordham University
Bachelor of Arts (B.A.), Economics
David M. Cyganowski's AG Becker Experience 1982 - 1984
Job Managing Director, Kaufman Hall & Associates
Industry Management Consulting
Experience
Kaufman Hall & Associates September 2011 - Present
Citigroup 1995 - 2011
Credit Suisse First Boston 1984 - 1995
A.G. Becker 1982 - 1984
Skills
Strategy, M&A experience, Corporate Finance, Public Finance, Private Equity, Investment Banking, Business Growth...
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Kaufman Hall & Associates September 2011 - Present
Citigroup 1995 - 2011
Credit Suisse First Boston 1984 - 1995
A.G. Becker 1982 - 1984
Skills
Strategy, M&A experience, Corporate Finance, Public Finance, Private Equity, Investment Banking, Business Growth...
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance
Robert Craven Robert Craven's AG Becker Experience 1980 - 1985
Job Providing economic insight needed for strategic business or investment decisions.
Industry Financial Services
Experience
The Craven Report January 2008 - Present
Fixed Income Management Group 1991 - 1999
Paine Webber 1985 - 1990
AG Becker 1980 - 1985
Skills
Fixed Income, Bonds, Investment Banking, Credit, Hedge Funds, Economics, Capital Markets, Banking, Finance
Education
UCLA Anderson School of Management 1969 — 1971
MS, Finance
The Craven Report January 2008 - Present
Fixed Income Management Group 1991 - 1999
Paine Webber 1985 - 1990
AG Becker 1980 - 1985
Skills
Fixed Income, Bonds, Investment Banking, Credit, Hedge Funds, Economics, Capital Markets, Banking, Finance
Education
UCLA Anderson School of Management 1969 — 1971
MS, Finance
Robert Fehrmann Robert Fehrmann's AG Becker Experience December 1970 - January 1985
Job Owner, Fehrmann Capital Management and Investment Management Specialist
Industry Investment Management
Experience
Fehrmann Capital Management January 2006 - Present
Columbus Circle investors January 1985 - December 2006
A.G. Becker December 1970 - January 1985
Skills
Asset Management, Investments, Client Service, Marketing Strategy, New Business Development, Investment Advisory, Asset Managment, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Fixed Income, Series 7, Asset Allocation
Education
DePaul University 1970 — 1973
Bachelor of Science (BS), Marketing /Finance
Day
Fehrmann Capital Management January 2006 - Present
Columbus Circle investors January 1985 - December 2006
A.G. Becker December 1970 - January 1985
Skills
Asset Management, Investments, Client Service, Marketing Strategy, New Business Development, Investment Advisory, Asset Managment, Financial Services, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Fixed Income, Series 7, Asset Allocation
Education
DePaul University 1970 — 1973
Bachelor of Science (BS), Marketing /Finance
Day
Charles Manzoni Charles Manzoni's AG Becker Experience 1975 - 1977
Job Managing Director at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
Gardner Carton & Douglas 1977 - 2004
Zurich Scudder Investments 1996 - 1998
A.G. Becker 1975 - 1977
US Securities and Exchange Commission December 1972 - 1975
Skills
Series 7, Securities, Asset Management, Alternative Investments, Asset Managment, Investments, Management, Hedge Funds, Mutual Funds, Asset Allocation, ETFs, Separately Managed...
Education
University of Santa Clara 1965 — 1972
BA and JD, History and Law
Nuveen Investments January 2011 - Present
Gardner Carton & Douglas 1977 - 2004
Zurich Scudder Investments 1996 - 1998
A.G. Becker 1975 - 1977
US Securities and Exchange Commission December 1972 - 1975
Skills
Series 7, Securities, Asset Management, Alternative Investments, Asset Managment, Investments, Management, Hedge Funds, Mutual Funds, Asset Allocation, ETFs, Separately Managed...
Education
University of Santa Clara 1965 — 1972
BA and JD, History and Law
Frannie Niles Frannie Niles's AG Becker Experience September 1973 - August 1984
Job Project Manager, Transportation Market Research, at Resource Systems Group
Industry Market Research
Experience
Resource Systems Group September 1997 - Present
Furman, Selz, Mager, Dietz & Birnie December 1984 - August 1988
A.G. Becker September 1973 - August 1984
Education
Smith College 1969 — 1973
BA, Physical Chemistry
Resource Systems Group September 1997 - Present
Furman, Selz, Mager, Dietz & Birnie December 1984 - August 1988
A.G. Becker September 1973 - August 1984
Education
Smith College 1969 — 1973
BA, Physical Chemistry
Carolyn Calabria Carolyn Calabria's AG Becker Experience January 1983 - January 1985
Job Director of Operations and Finance at Corporate Consulting Services
Industry Education Management
Experience
Corporate Consulting Services May 2014 - Present
Morgan Stanley Smith Barney June 2012 - March 2014
Claremont Preparatory School August 2009 - November 2012
Morgan Stanley February 1985 - June 2005
AG Becker January 1983 - January 1985
Skills
Research, Teaching, Public Relations, Writing, Change Management, Team Building, SDLC, Process Improvement, PeopleSoft, Vendor Management, Financial Reporting, Team Leadership, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Series 7, Program Management, Hedge Funds, Integration, Alternative Investments, Access, Visio, General Ledger, Risk Management, Accounting
Education
Hunter Business School 1986 — 1990
Hunter College 1976 — 1980
Education/Business Management
Corporate Consulting Services May 2014 - Present
Morgan Stanley Smith Barney June 2012 - March 2014
Claremont Preparatory School August 2009 - November 2012
Morgan Stanley February 1985 - June 2005
AG Becker January 1983 - January 1985
Skills
Research, Teaching, Public Relations, Writing, Change Management, Team Building, SDLC, Process Improvement, PeopleSoft, Vendor Management, Financial Reporting, Team Leadership, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Public Speaking, Microsoft Word, Series 7, Program Management, Hedge Funds, Integration, Alternative Investments, Access, Visio, General Ledger, Risk Management, Accounting
Education
Hunter Business School 1986 — 1990
Hunter College 1976 — 1980
Education/Business Management
James Betz's AG Becker Experience 1978 - 1982
Job COO/CCO at Lapides Asset Management, LLC
Industry Investment Management
Experience
Lapides Asset Management, LLC July 2006 - Present
Nomura Securities International, Inc August 2004 - July 2006
Safra National Bank 2000 - 2002
Banorte Securities International, Inc. 1997 - 2000
Serfin Securities, Inc. 1992 - 1997
Reich & Tang Funds 1982 - 1992
AG Becker 1978 - 1982
Skills
Hedge Funds, Equities, Alternative Investments, Financial Analysis, Fixed Income, Capital Markets, Securities, Derivatives, Financial Markets, Investment Banking, Asset Management
Education
Adelphi University 1994 — 1996
MBA, Finance
St. Francis College 1980 — 1984
BS, Special Studies
State University of New York College of Agriculture and Technology at Cobleskill 1974 — 1976
AAS
Lapides Asset Management, LLC July 2006 - Present
Nomura Securities International, Inc August 2004 - July 2006
Safra National Bank 2000 - 2002
Banorte Securities International, Inc. 1997 - 2000
Serfin Securities, Inc. 1992 - 1997
Reich & Tang Funds 1982 - 1992
AG Becker 1978 - 1982
Skills
Hedge Funds, Equities, Alternative Investments, Financial Analysis, Fixed Income, Capital Markets, Securities, Derivatives, Financial Markets, Investment Banking, Asset Management
Education
Adelphi University 1994 — 1996
MBA, Finance
St. Francis College 1980 — 1984
BS, Special Studies
State University of New York College of Agriculture and Technology at Cobleskill 1974 — 1976
AAS
Marie Zeffer's AG Becker Experience 1982 - 1984
Job Owner of Sew Much Thread
Industry Marketing and Advertising
Experience
Sew Much Thread 2005 - Present
Husqvarna 2002 - 2005
Zeffer Consulting 1992 - 1997
Thomas Cook 1987 - 1992
Thomas Cook 1984 - 1987
AG Becker 1982 - 1984
Conti Commodity Services 1981 - 1982
Skills
Marketing, Retail, Marketing Strategy, Sales, Advertising, Product Development, Corporate Gifts, Custom Decorated..., Promotional Products, Budgets, Event Management, Customer Service, Management, Team Building, Training, Microsoft Office, Leadership, New Business Development
Education
Southern Oregon University 1988 — 1989
BSBA, Business Administration
Pepperdine University 1986 — 1988
Bachelor of Science (BS), Business Administration
Sew Much Thread 2005 - Present
Husqvarna 2002 - 2005
Zeffer Consulting 1992 - 1997
Thomas Cook 1987 - 1992
Thomas Cook 1984 - 1987
AG Becker 1982 - 1984
Conti Commodity Services 1981 - 1982
Skills
Marketing, Retail, Marketing Strategy, Sales, Advertising, Product Development, Corporate Gifts, Custom Decorated..., Promotional Products, Budgets, Event Management, Customer Service, Management, Team Building, Training, Microsoft Office, Leadership, New Business Development
Education
Southern Oregon University 1988 — 1989
BSBA, Business Administration
Pepperdine University 1986 — 1988
Bachelor of Science (BS), Business Administration
John Lindon's AG Becker Experience 1979 - 1982
Job Managing Director at HSBC
Industry Financial Services
Experience
HSBC July 2012 - Present
HSBC July 2011 - July 2012
Bank of America 1995 - 2010
Morgan Stanley 1982 - 1995
AG Becker 1979 - 1982
Education
College of the Holy Cross
HSBC July 2012 - Present
HSBC July 2011 - July 2012
Bank of America 1995 - 2010
Morgan Stanley 1982 - 1995
AG Becker 1979 - 1982
Education
College of the Holy Cross
Paul Trippe's AG Becker Experience July 1977 - February 1981
Job Managing Director & Regional Investment Executive, US Trust
Industry Financial Services
Experience
US Trust May 2008 - Present
US Trust, Bank of America Private Wealth Management June 1992 - Present
US Trust 1992 - Present
Merrill Lynch June 1989 - April 1992
Merrill Lynch June 1986 - July 1989
AG Becker July 1977 - February 1981
Skills
Portfolio Management, Due Diligence, Securities, Investments, Finance, Wealth Management, Management, Alternative Investments, Asset Management
Education
Presbyterian College 1970 — 1974
Bachelor of Arts, History and Political Science
US Trust May 2008 - Present
US Trust, Bank of America Private Wealth Management June 1992 - Present
US Trust 1992 - Present
Merrill Lynch June 1989 - April 1992
Merrill Lynch June 1986 - July 1989
AG Becker July 1977 - February 1981
Skills
Portfolio Management, Due Diligence, Securities, Investments, Finance, Wealth Management, Management, Alternative Investments, Asset Management
Education
Presbyterian College 1970 — 1974
Bachelor of Arts, History and Political Science
Louis S. Wolfe's AG Becker Experience January 1982 - May 1983
Job Managing Partner and CoFounder at Merritt Capital
Industry Investment Management
Experience
Merritt Capital January 2005 - Present
Tabor Academy September 1996 - Present
Deutsche Bank April 2002 - December 2004
Merrill Lynch March 2000 - February 2002
Merrill Lynch February 1997 - March 2000
Merrill Lynch March 1992 - February 1997
Salomon Brothers May 1983 - March 1992
AG Becker January 1982 - May 1983
Mellon Bank January 1974 - January 1982
Education
University of Pennsylvania - The Wharton School 1973 — 1973
Master of Business Administration (MBA)
University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.)
Tabor Academy 1964 — 1968
Merritt Capital January 2005 - Present
Tabor Academy September 1996 - Present
Deutsche Bank April 2002 - December 2004
Merrill Lynch March 2000 - February 2002
Merrill Lynch February 1997 - March 2000
Merrill Lynch March 1992 - February 1997
Salomon Brothers May 1983 - March 1992
AG Becker January 1982 - May 1983
Mellon Bank January 1974 - January 1982
Education
University of Pennsylvania - The Wharton School 1973 — 1973
Master of Business Administration (MBA)
University of Pennsylvania 1968 — 1972
Bachelor of Arts (B.A.)
Tabor Academy 1964 — 1968
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS