Basswood Partners
Description
Address: 645 Madison Ave # 10, New York, NY 10022 Phone: (212) 521-9500: : Place name: : : : Hours: Category: Website: : Website: https://basswoodpartners.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. · Own this business?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 Basswood Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Basswood Partners Employees
Employee
Years
Job
Industry
Kathleen Donovan Kathleen Donovan's Basswood Partners Experience April 2004 - September 2006
Job Assistant Vice President at Jennison Associates
Industry Investment Management
Experience
Jennison Associates December 2012 - Present
Jennison Associates December 2009 - December 2012
Jennison Associates October 2006 - December 2009
Basswood Partners April 2004 - September 2006
Boszhardt Capital Management August 2003 - April 2004
Neuberger Berman June 2001 - August 2003
Skills
Hedge Funds, Asset Management, Marketing, Equities, CRM, Alternative Investments, Bloomberg, Financial Services, Investments, Portfolio Management, Financial Modeling, Fixed Income, Securities, Series 7
Education
Marymount Manhattan College 1997 — 2001
BS
Jennison Associates December 2012 - Present
Jennison Associates December 2009 - December 2012
Jennison Associates October 2006 - December 2009
Basswood Partners April 2004 - September 2006
Boszhardt Capital Management August 2003 - April 2004
Neuberger Berman June 2001 - August 2003
Skills
Hedge Funds, Asset Management, Marketing, Equities, CRM, Alternative Investments, Bloomberg, Financial Services, Investments, Portfolio Management, Financial Modeling, Fixed Income, Securities, Series 7
Education
Marymount Manhattan College 1997 — 2001
BS
Danilo Santiago Danilo Santiago's Basswood Partners Experience May 2005 - December 2007
Job Partner at Rational Asset Management
Industry Investment Management
Experience
Rational Asset Management Company January 2008 - Present
Basswood Partners May 2005 - December 2007
McKinsey & Co. August 2001 - May 2005
McKinsey & Co. February 1998 - December 1999
Banco Pactual July 1997 - December 1997
Citibank N.A. / Citigroup January 1996 - June 1997
Cibie do Brasil - Valeo Group January 1994 - December 1995
Education
Columbia Business School 2000 — 2001
MBA, Finance and Economics
University of Sao Paulo - EESC 1990 — 1994
B.S., Electrical Engineering
Rational Asset Management Company January 2008 - Present
Basswood Partners May 2005 - December 2007
McKinsey & Co. August 2001 - May 2005
McKinsey & Co. February 1998 - December 1999
Banco Pactual July 1997 - December 1997
Citibank N.A. / Citigroup January 1996 - June 1997
Cibie do Brasil - Valeo Group January 1994 - December 1995
Education
Columbia Business School 2000 — 2001
MBA, Finance and Economics
University of Sao Paulo - EESC 1990 — 1994
B.S., Electrical Engineering
Brian Iammartino, CFA Brian Iammartino, CFA's Basswood Partners Experience 2002 - 2003
Job CoFounder and Managing Partner at btcRE | REimagining the built environment
Industry Real Estate
Experience
btcRE REimagining the built environment 2011 - Present
Westport Point Capital / Harvest Capital Partners 2006 - 2011
TeachersCount 2003 - 2004
Basswood Partners 2002 - 2003
The Blackstone Group 2000 - 2002
Skills
CFA
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
MPP, Housing, Urban Development, Public Finance
University of Pennsylvania - The Wharton School 1996 — 2000
BS summa cum laude, Finance, Accounting
btcRE REimagining the built environment 2011 - Present
Westport Point Capital / Harvest Capital Partners 2006 - 2011
TeachersCount 2003 - 2004
Basswood Partners 2002 - 2003
The Blackstone Group 2000 - 2002
Skills
CFA
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
MPP, Housing, Urban Development, Public Finance
University of Pennsylvania - The Wharton School 1996 — 2000
BS summa cum laude, Finance, Accounting
Davina Chew Davina Chew's Basswood Partners Experience August 2002 - March 2003
Job VP at Credit Suisse
Industry Accounting
Experience
Credit Suisse April 2003 - March 2013
Basswood Partners August 2002 - March 2003
PricewaterhouseCoopers August 2000 - August 2002
E&Y 2000 - 2002
Education
Queens College 1994 — 1998
BA, Accounting
Methodist Girls' School
Credit Suisse April 2003 - March 2013
Basswood Partners August 2002 - March 2003
PricewaterhouseCoopers August 2000 - August 2002
E&Y 2000 - 2002
Education
Queens College 1994 — 1998
BA, Accounting
Methodist Girls' School
Stacey Penlon's Basswood Partners Experience September 2002 - April 2005
Job Director of Client Service Operations
Industry Financial Services
Experience
Silver Point Capital January 2006 - February 2014
Sandell Asset Management April 2005 - December 2005
Basswood Partners September 2002 - April 2005
Skills
Investments, Fund Administration, Equities, Asset Managment, Private Equity, Alternative Investments, Hedge Funds
Education
University at Buffalo
University at Buffalo
Silver Point Capital January 2006 - February 2014
Sandell Asset Management April 2005 - December 2005
Basswood Partners September 2002 - April 2005
Skills
Investments, Fund Administration, Equities, Asset Managment, Private Equity, Alternative Investments, Hedge Funds
Education
University at Buffalo
University at Buffalo
Hong Yeung's Basswood Partners Experience April 2006 - March 2010
Job Director of IT at Basswood Capital Management
Industry Information Technology and Services
Experience
Basswood Capital Management May 2011 - Present
Level Global Investors April 2010 - August 2010
Basswood Partners April 2006 - March 2010
RFA May 2004 - April 2006
Wachovia Securities, LLC March 2002 - May 2004
Prudential Financial December 2000 - March 2002
Skills
Disaster Recovery, Business Continuity
Education
Polytechnic University 2000 — 2002
Master of Science, Management Information Technology
Basswood Capital Management May 2011 - Present
Level Global Investors April 2010 - August 2010
Basswood Partners April 2006 - March 2010
RFA May 2004 - April 2006
Wachovia Securities, LLC March 2002 - May 2004
Prudential Financial December 2000 - March 2002
Skills
Disaster Recovery, Business Continuity
Education
Polytechnic University 2000 — 2002
Master of Science, Management Information Technology
Shaumo Sadhukhan's Basswood Partners Experience 2003 - 2006
Job Investor at Meritage Group
Industry Investment Management
Experience
Meritage Group 2009 - Present
Lotus Partners 2006 - 2009
Basswood Partners 2003 - 2006
GlobeScan Capital 2002 - 2003
ESL Investments 2001 - 2002
Skills
Financial Services, Retail, Valuation, Investments, Financial Analysis, Special Situations, Investment Banking, Analysis, Hedge Funds, Equities, Financial Modeling, Asset Managment, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Bloomberg, Private Equity, Mergers, Value Investing, Alternative Investments
Education
Stanford University 1997 — 2001
BS
Meritage Group 2009 - Present
Lotus Partners 2006 - 2009
Basswood Partners 2003 - 2006
GlobeScan Capital 2002 - 2003
ESL Investments 2001 - 2002
Skills
Financial Services, Retail, Valuation, Investments, Financial Analysis, Special Situations, Investment Banking, Analysis, Hedge Funds, Equities, Financial Modeling, Asset Managment, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Bloomberg, Private Equity, Mergers, Value Investing, Alternative Investments
Education
Stanford University 1997 — 2001
BS
Kate Murray's Basswood Partners Experience September 2012 - September 2014
Job Director of Marketing and Investor Relations at Rivulet Capital
Industry Financial Services
Experience
Rivulet Capital September 2014 - Present
Basswood Partners September 2012 - September 2014
Oakpoint Advisors, LLC July 2009 - August 2012
Trafelet Delta Funds August 2006 - July 2009
Skills
Hedge Funds, Investor Relations, Marketing, Finance, Alternative Investments, Due Diligence, Sales Logix, Microsoft CRM, Institutional Investors, PerTrac
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Finance
Rivulet Capital September 2014 - Present
Basswood Partners September 2012 - September 2014
Oakpoint Advisors, LLC July 2009 - August 2012
Trafelet Delta Funds August 2006 - July 2009
Skills
Hedge Funds, Investor Relations, Marketing, Finance, Alternative Investments, Due Diligence, Sales Logix, Microsoft CRM, Institutional Investors, PerTrac
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Finance
Brett Baugher's Basswood Partners Experience January 2013 - Present
Job Assistant Controller at Basswood Partners
Industry Financial Services
Experience
Basswood Partners January 2013 - Present
Basswood Partners January 2012 - December 2012
GPS Executive Search June 2010 - December 2011
K2 Advisors June 2007 - August 2007
Skills
Excel, Word, Quickbooks, Inventory Management, Financial Reporting, Bloomberg, Axys, Event Planning, Hedge Funds, Microsoft Excel, Microsoft Word, QuickBooks
Education
University of San Diego 2005 — 2010
Bachelor, Business Economics
University of Technology, Sydney 2008 — 2008
Basswood Partners January 2013 - Present
Basswood Partners January 2012 - December 2012
GPS Executive Search June 2010 - December 2011
K2 Advisors June 2007 - August 2007
Skills
Excel, Word, Quickbooks, Inventory Management, Financial Reporting, Bloomberg, Axys, Event Planning, Hedge Funds, Microsoft Excel, Microsoft Word, QuickBooks
Education
University of San Diego 2005 — 2010
Bachelor, Business Economics
University of Technology, Sydney 2008 — 2008
Claudine McGinnity's Basswood Partners Experience October 1997 - March 2003
Job VP, Operations at Katz & Associates Corporation
Industry Real Estate
Experience
Katz & Associates Corporation March 2003 - Present
Basswood Partners October 1997 - March 2003
Anna L. Klein School September 1994 - June 1997
Skills
Assisting Executives, Operations Management, Meeting Planning, Forecasting, Budgets, Leadership, Due Diligence, Microsoft Office, Customer Service, Strategic Planning, Human Resources, Tenant, Corporate Real Estate, Time Management, Real Estate, Retail, Brokerage, Shopping Centers
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Pace University 1989 — 1991
Katz & Associates Corporation March 2003 - Present
Basswood Partners October 1997 - March 2003
Anna L. Klein School September 1994 - June 1997
Skills
Assisting Executives, Operations Management, Meeting Planning, Forecasting, Budgets, Leadership, Due Diligence, Microsoft Office, Customer Service, Strategic Planning, Human Resources, Tenant, Corporate Real Estate, Time Management, Real Estate, Retail, Brokerage, Shopping Centers
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General
Pace University 1989 — 1991
Michael D Mercer CPA's Basswood Partners Experience June 2005 - October 2006
Job Chief Financial Officer at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC January 2011 - Present
Cedar Hill Capital Partners January 2008 - January 2011
Savannah Baltimore Capital Management October 2006 - January 2008
Basswood Partners June 2005 - October 2006
Ernst & Young November 2003 - June 2005
Margolin, Winer & Evens LLP January 2003 - November 2003
Andersen LLP June 2001 - August 2001
Education
State University of New York at Buffalo - School of Management 1997 — 2002
Bachelor of Science, Business and Administration; Accounting Accounting
University at Buffalo 1997 — 2001
BS, Accounting
Southampton High School
Axonic Capital LLC January 2011 - Present
Cedar Hill Capital Partners January 2008 - January 2011
Savannah Baltimore Capital Management October 2006 - January 2008
Basswood Partners June 2005 - October 2006
Ernst & Young November 2003 - June 2005
Margolin, Winer & Evens LLP January 2003 - November 2003
Andersen LLP June 2001 - August 2001
Education
State University of New York at Buffalo - School of Management 1997 — 2002
Bachelor of Science, Business and Administration; Accounting Accounting
University at Buffalo 1997 — 2001
BS, Accounting
Southampton High School
Jonah Schutzman's Basswood Partners Experience May 2010 - July 2010
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Basswood Partners May 2010 - July 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance
KeyBanc Capital Markets July 2012 - Present
KeyBanc Capital Markets May 2011 - August 2011
Basswood Partners May 2010 - July 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Finance
James Levey's Basswood Partners Experience July 2012 - Present
Job Basswood Partners
Industry Investment Management
Experience
Basswood Partners July 2012 - Present
Olympia Capital Management December 2011 - June 2012
ArcherOak Capital Management LP March 2011 - November 2011
G Core Capital Management LP September 2008 - December 2010
Porter Orlin LLC May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Investments, Trading
Education
University of Richmond 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics/Finance
University of Richmond 2004 — 2008
Robins School of Business- B.S, Business Administration; Finance and Economics
Basswood Partners July 2012 - Present
Olympia Capital Management December 2011 - June 2012
ArcherOak Capital Management LP March 2011 - November 2011
G Core Capital Management LP September 2008 - December 2010
Porter Orlin LLC May 2007 - August 2007
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Bloomberg, Investments, Trading
Education
University of Richmond 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics/Finance
University of Richmond 2004 — 2008
Robins School of Business- B.S, Business Administration; Finance and Economics
Jesse Lipson's Basswood Partners Experience June 2011 - August 2011
Job Pricing Analyst at Camber Corporation
Industry Defense & Space
Experience
Basswood Partners June 2011 - August 2011
Alpari (US), LLC June 2010 - August 2010
Skills
Due Diligence, Competitive Analysis, Financial Modeling, Valuation, Trading, Financial Analysis
Education
Salisbury University 2008 — 2012
Bachelor of Science, Finance
Perdue School of Business Salisbury University
for Bachelor of Science, Finance
Basswood Partners June 2011 - August 2011
Alpari (US), LLC June 2010 - August 2010
Skills
Due Diligence, Competitive Analysis, Financial Modeling, Valuation, Trading, Financial Analysis
Education
Salisbury University 2008 — 2012
Bachelor of Science, Finance
Perdue School of Business Salisbury University
for Bachelor of Science, Finance