BTS Asset Management
Description
Address: 420 Bedford St # 340, Lexington, MA 02420 Hours: Closed ⋅ Opens 8:30AM Mon Friday8:30AM–4:30PMSaturdayClosedSundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 863-2545Place name: : : Website: : Category: : : : Website: https://www.btsmanagement.com/ Category: Investment service 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BTS Asset Management Posting publicly on the Web Write a review Reviews 2 Google reviews
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BTS Asset Management Employees
Employee
Years
Job
Industry
Ed Hwang Ed Hwang's BTS Asset Management Experience August 2011 - February 2013
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments February 2013 - Present
BTS Asset Management August 2011 - February 2013
Fidelity Investments February 2010 - August 2010
Skills
Mutual Funds, Financial Advisory, Asset Allocation, Capital Markets, Finance, Financial Analysis, Fixed Income, Retirement Planning, Wealth Management, Financial Services, High Yield Bonds, Salesforce.com
Education
Bentley University
BS, Corporate Finance & Accounting
Bond University
Finance and Accounting
John Hancock Investments February 2013 - Present
BTS Asset Management August 2011 - February 2013
Fidelity Investments February 2010 - August 2010
Skills
Mutual Funds, Financial Advisory, Asset Allocation, Capital Markets, Finance, Financial Analysis, Fixed Income, Retirement Planning, Wealth Management, Financial Services, High Yield Bonds, Salesforce.com
Education
Bentley University
BS, Corporate Finance & Accounting
Bond University
Finance and Accounting
Brett Lyons Brett Lyons's BTS Asset Management Experience September 2010 - April 2013
Job Market Manager at Volvo Car Group
Industry Automotive
Experience
Volvo Car Group October 2014 - Present
Volvo Car Group April 2013 - September 2014
BTS Asset Management September 2010 - April 2013
BTS Asset Management October 2007 - September 2010
Volvo Car Group August 2006 - August 2007
Volvo Car Group December 2004 - August 2006
Volvo Car Group December 2003 - December 2004
Volvo Car Group July 2002 - December 2003
Volvo Car Group July 2001 - July 2002
Skills
Financial Analysis, Asset Management, Portfolio Management, Financial Planning, Distribution, Consultative Selling, Training & Development, Innovative Problem..., Product Marketing, Marketing Communications, Marketing Strategy, Relationship Management, Sales Presentations, Oral & Written..., Data Analysis, Data Modeling, Email Marketing, Territory Management, Territory..., Tactical Asset..., Management, Team Management, Virtual Teams, Team Leadership, Microsoft Excel, Sales Operations, Automotive, Customer Satisfaction, Strategic Financial..., Cross-functional Team..., Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Marketing & Entrepreneurship
Bryant University 1997 — 2001
B.S., Finance
Volvo Car Group October 2014 - Present
Volvo Car Group April 2013 - September 2014
BTS Asset Management September 2010 - April 2013
BTS Asset Management October 2007 - September 2010
Volvo Car Group August 2006 - August 2007
Volvo Car Group December 2004 - August 2006
Volvo Car Group December 2003 - December 2004
Volvo Car Group July 2002 - December 2003
Volvo Car Group July 2001 - July 2002
Skills
Financial Analysis, Asset Management, Portfolio Management, Financial Planning, Distribution, Consultative Selling, Training & Development, Innovative Problem..., Product Marketing, Marketing Communications, Marketing Strategy, Relationship Management, Sales Presentations, Oral & Written..., Data Analysis, Data Modeling, Email Marketing, Territory Management, Territory..., Tactical Asset..., Management, Team Management, Virtual Teams, Team Leadership, Microsoft Excel, Sales Operations, Automotive, Customer Satisfaction, Strategic Financial..., Cross-functional Team..., Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Marketing & Entrepreneurship
Bryant University 1997 — 2001
B.S., Finance
Melissa Marie Poverchuk Melissa Marie Poverchuk's BTS Asset Management Experience March 2010 - September 2010
Job Revenue Accountant
Industry Accounting
Experience
Capsule Tech Inc. - Qualcomm Life a Qualcomm Company December 2011 - Present
Robert Half International March 2011 - December 2011
Aclara September 2010 - November 2010
BTS Asset Management March 2010 - September 2010
Gentle Giant Moving Co. May 2007 - February 2010
Goulston & Storrs January 2003 - May 2007
Skills
SAP, Forecasting, Process Improvement, Great Plains Software, Salesforce.com, Budgets, Accruals, Journal Entries, Sales Order Processing, FRx, Invoice Processing, Refunds, Intercompany..., Depreciation, Bank Reconciliation, CMS, Quickbooks, AS400, Accounting Consulting, Recruiting, Crystal Reports, Analysis Reports, Training Leadership, Trust Management, Collections, Contract Management, Project Accounting, Pivot Tables, Softrax, Accounts Payable, Accounting, Auditing, Financial Reporting, Microsoft Excel, QuickBooks, Invoicing, Microsoft Dynamics GP
Education
University of Phoenix 2004 — 2007
Bachelor of Science, Business Management/Accounting
Bunker Hill Community College 1999 — 2002
Associates of Science, Criminal Justice
Bunker Hill Community College 1997 — 2000
Certificate, Paralegal
Capsule Tech Inc. - Qualcomm Life a Qualcomm Company December 2011 - Present
Robert Half International March 2011 - December 2011
Aclara September 2010 - November 2010
BTS Asset Management March 2010 - September 2010
Gentle Giant Moving Co. May 2007 - February 2010
Goulston & Storrs January 2003 - May 2007
Skills
SAP, Forecasting, Process Improvement, Great Plains Software, Salesforce.com, Budgets, Accruals, Journal Entries, Sales Order Processing, FRx, Invoice Processing, Refunds, Intercompany..., Depreciation, Bank Reconciliation, CMS, Quickbooks, AS400, Accounting Consulting, Recruiting, Crystal Reports, Analysis Reports, Training Leadership, Trust Management, Collections, Contract Management, Project Accounting, Pivot Tables, Softrax, Accounts Payable, Accounting, Auditing, Financial Reporting, Microsoft Excel, QuickBooks, Invoicing, Microsoft Dynamics GP
Education
University of Phoenix 2004 — 2007
Bachelor of Science, Business Management/Accounting
Bunker Hill Community College 1999 — 2002
Associates of Science, Criminal Justice
Bunker Hill Community College 1997 — 2000
Certificate, Paralegal
Sokhorn Phy Sokhorn Phy's BTS Asset Management Experience January 2014 - Present
Job Account Manager at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management January 2014 - Present
BTS Asset Management August 2011 - January 2014
Putnam Investments January 2008 - August 2011
Skills
Teamwork, Microsoft Excel, Account Management, Customer Service, Financial Analysis, Microsoft Office, Sales, Outlook, Data Analysis, Time Management, Financial Services, Mutual Funds, Operations Management, Team Building, Series 63, Investments, Securities, Investment Advisory, Process Improvement, Call Centers, Series 6, Asset Allocation, Series 7, Relationship Management, Asset Management, Analysis, Finance, Management, Leadership
Education
University of Massachusetts Dartmouth 2003 — 2007
Finance, Business
BTS Asset Management January 2014 - Present
BTS Asset Management August 2011 - January 2014
Putnam Investments January 2008 - August 2011
Skills
Teamwork, Microsoft Excel, Account Management, Customer Service, Financial Analysis, Microsoft Office, Sales, Outlook, Data Analysis, Time Management, Financial Services, Mutual Funds, Operations Management, Team Building, Series 63, Investments, Securities, Investment Advisory, Process Improvement, Call Centers, Series 6, Asset Allocation, Series 7, Relationship Management, Asset Management, Analysis, Finance, Management, Leadership
Education
University of Massachusetts Dartmouth 2003 — 2007
Finance, Business
Casey Donovan Casey Donovan's BTS Asset Management Experience August 2010 - July 2011
Job Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2014 - Present
John Hancock Investments July 2011 - February 2014
BTS Asset Management August 2010 - July 2011
Edward Jones June 2009 - August 2010
Skills
Mutual Funds, Investments, Series 7, Finance, Retirement Planning, Series 63, Wealth Management, Management, Financial Services, Asset Management
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
John Hancock Investments March 2014 - Present
John Hancock Investments July 2011 - February 2014
BTS Asset Management August 2010 - July 2011
Edward Jones June 2009 - August 2010
Skills
Mutual Funds, Investments, Series 7, Finance, Retirement Planning, Series 63, Wealth Management, Management, Financial Services, Asset Management
Education
Miami University 2005 — 2009
Bachelor of Science, Finance, Decision Sciences
Nathan McGill Nathan McGill's BTS Asset Management Experience May 2008 - August 2008
Job at Stonehenge Financial Holdings, Inc.
Industry Venture Capital & Private Equity
Experience
Stonehenge Partners, Inc. March 2011 - Present
The Hackett Group September 2009 - March 2011
BTS Asset Management May 2008 - August 2008
Skills
Valuation, Business Valuation, Private Equity, Corporate Finance, Corporate Development, LBO, Financial Analysis, Divestitures, M&A experience, Acquisitions, Financial Reporting, Mergers & Acquisitions
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
St. Charles 2001 — 2005
Stonehenge Partners, Inc. March 2011 - Present
The Hackett Group September 2009 - March 2011
BTS Asset Management May 2008 - August 2008
Skills
Valuation, Business Valuation, Private Equity, Corporate Finance, Corporate Development, LBO, Financial Analysis, Divestitures, M&A experience, Acquisitions, Financial Reporting, Mergers & Acquisitions
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
St. Charles 2001 — 2005
Nehemie Bellevue Nehemie Bellevue's BTS Asset Management Experience October 2009 - October 2013
Job Staff Accountant at BTS Asset Management
Industry Investment Management
Experience
Balance Staffing April 2014 - August 2014
Accountemps November 2013 - April 2014
BTS Asset Management October 2009 - October 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Outlook, Sales, Management, Training, Team Leadership, Social Networking, Finance, Financial Reporting, Accounting, Financial Analysis, Series 7, Strategic Financial..., Portfolio Management, Due Diligence, Financial Services
Education
Salem State University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Balance Staffing April 2014 - August 2014
Accountemps November 2013 - April 2014
BTS Asset Management October 2009 - October 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Outlook, Sales, Management, Training, Team Leadership, Social Networking, Finance, Financial Reporting, Accounting, Financial Analysis, Series 7, Strategic Financial..., Portfolio Management, Due Diligence, Financial Services
Education
Salem State University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Andrew Dhionis's BTS Asset Management Experience December 2014 - July 2015
Job Analyst at Compass Group
Industry Financial Services
Experience
Compass Group August 2015 - Present
BTS Asset Management December 2014 - July 2015
Smith & Nephew September 2014 - November 2014
Lambda Chi Alpha Fraternity, Inc. September 2012 - November 2013
Puma SE May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, SAP, Outlook, Access, Lotus Notes, Teamwork, Investments, Financial Analysis, Finance, Accounting, Financial Accounting, Forecasting, Leadership, Invoicing, Financial Statement..., Spreadsheets, Trading
Education
University of South Carolina - The Moore School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Bentley University 2010 — 2012
Corporate Finance and Accounting
Compass Group August 2015 - Present
BTS Asset Management December 2014 - July 2015
Smith & Nephew September 2014 - November 2014
Lambda Chi Alpha Fraternity, Inc. September 2012 - November 2013
Puma SE May 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, SAP, Outlook, Access, Lotus Notes, Teamwork, Investments, Financial Analysis, Finance, Accounting, Financial Accounting, Forecasting, Leadership, Invoicing, Financial Statement..., Spreadsheets, Trading
Education
University of South Carolina - The Moore School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Bentley University 2010 — 2012
Corporate Finance and Accounting
Jacob Hajec Jacob Hajec's BTS Asset Management Experience August 2014 - July 2015
Job Trader / Research Analyst at Braver Capital Management
Industry Investment Management
Experience
Braver Capital Management July 2015 - Present
BTS Asset Management August 2014 - July 2015
John Hancock Financial Services December 2013 - July 2014
Residence Inn by Marriott May 2013 - October 2013
United States Golf Association May 2012 - September 2012
Education
University of New Hampshire 2011 — 2014
Bachelor of Science (BS), International Business/Economics, Finance
Florida Institute of Technology 2010 — 2011
Bachelor of Science (BS), Mechanical Engineering
Central Catholic High School 2006 — 2010
Braver Capital Management July 2015 - Present
BTS Asset Management August 2014 - July 2015
John Hancock Financial Services December 2013 - July 2014
Residence Inn by Marriott May 2013 - October 2013
United States Golf Association May 2012 - September 2012
Education
University of New Hampshire 2011 — 2014
Bachelor of Science (BS), International Business/Economics, Finance
Florida Institute of Technology 2010 — 2011
Bachelor of Science (BS), Mechanical Engineering
Central Catholic High School 2006 — 2010
Dennis Lovett Dennis Lovett's BTS Asset Management Experience June 2012 - Present
Job Regional Director at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management June 2012 - Present
BTS Asset Management July 2006 - June 2012
State Street Bank June 2004 - June 2006
Skills
Territory..., Mutual Funds, Asset Management, Asset Allocation, Series 63, Investment Strategies, Alternative Investments, ETFs, Portfolio Management, Fixed Income, Series 65, Marketing Strategy, Bond Markets, Relationship Management, Separately Managed...
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Economics
Westwood High School 1994 — 1998
BTS Asset Management June 2012 - Present
BTS Asset Management July 2006 - June 2012
State Street Bank June 2004 - June 2006
Skills
Territory..., Mutual Funds, Asset Management, Asset Allocation, Series 63, Investment Strategies, Alternative Investments, ETFs, Portfolio Management, Fixed Income, Series 65, Marketing Strategy, Bond Markets, Relationship Management, Separately Managed...
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Economics
Westwood High School 1994 — 1998
Rich Marciano Rich Marciano's BTS Asset Management Experience September 2011 - January 2013
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2013 - Present
BTS Asset Management September 2011 - January 2013
Putnam Investments December 2009 - September 2011
Education
Southern New Hampshire University
B.S., Business Administration
Southern New Hampshire University
M.S., Finance Canidate
University of New Hampshire
UBS Financial Services Inc. January 2013 - Present
BTS Asset Management September 2011 - January 2013
Putnam Investments December 2009 - September 2011
Education
Southern New Hampshire University
B.S., Business Administration
Southern New Hampshire University
M.S., Finance Canidate
University of New Hampshire
Isaac Braley Isaac Braley's BTS Asset Management Experience May 1999 - Present
Job President at BTS Asset Management
Industry Investment Management
Experience
BTS Asset Management May 1999 - Present
Skills
Investments, Asset Management, Portfolio Management, Financial Planning, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Strategy, Asset Allocation
Education
College for Financial Planning 2004 — 2006
MS, Financial Planning
Keene State College 1995 — 1999
BS, Business
Hillsbor-Deering
BTS Asset Management May 1999 - Present
Skills
Investments, Asset Management, Portfolio Management, Financial Planning, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Strategy, Asset Allocation
Education
College for Financial Planning 2004 — 2006
MS, Financial Planning
Keene State College 1995 — 1999
BS, Business
Hillsbor-Deering
James Finn's BTS Asset Management Experience October 2011 - February 2015
Job Risk, IT Security, and Compliance SME at Finn Professional Services
Industry Financial Services
Experience
JJ Finn Professional Services June 2002 - Present
Mass. State Auditor Office April 2015 - June 2015
BTS Asset Management October 2011 - February 2015
Wright Express December 2010 - February 2011
FedEx April 2010 - June 2010
MassMutual Financial Group June 2008 - February 2009
Boeing ; and other large and small public companies June 2002 - June 2008
Dynagraf (Commercial and Financial printer) December 1993 - June 2002
IPL Systems January 1990 - January 1993
Independent IT Consulting June 1986 - June 1990
Skills
Strategic Planning, Risk Management, Internal Controls, Accounting, Internal Audit, Change Management, Management Consulting, Restructuring, Business Planning, Start-ups, Business Management, Privacy Compliance, Financial Analysis, Financial Reporting, Project Management, Compliance, Applications, IT Transformation, System Architecture, Inventory Control, Risk Assessment, Enterprise Risk..., Computer Security, Physical Security, Network Security, Security, SEC filings, Agile Project Management, Agile Methodologies, Banking, Manufacturing, Program Management, SOX Compliancy, Business Process..., Systems Analysis, Operating Systems, System Administration, Investment Advisory, Secure SDLC, SDLC, Consultants, Cloud Computing, Sarbanes-Oxley Act, Information Security, Software Documentation, Corporate Finance, Management, Information Technology, Financial Modeling, Analysis
Education
Northeastern University - Graduate School of Business Administration 1973 — 1975
MBA, Business and Finance
Northeastern University 1968 — 1974
BSBA Finance, with Honor, Deans List, Banking, Corporate, Finance, and Securities Law, Top 5%
JJ Finn Professional Services June 2002 - Present
Mass. State Auditor Office April 2015 - June 2015
BTS Asset Management October 2011 - February 2015
Wright Express December 2010 - February 2011
FedEx April 2010 - June 2010
MassMutual Financial Group June 2008 - February 2009
Boeing ; and other large and small public companies June 2002 - June 2008
Dynagraf (Commercial and Financial printer) December 1993 - June 2002
IPL Systems January 1990 - January 1993
Independent IT Consulting June 1986 - June 1990
Skills
Strategic Planning, Risk Management, Internal Controls, Accounting, Internal Audit, Change Management, Management Consulting, Restructuring, Business Planning, Start-ups, Business Management, Privacy Compliance, Financial Analysis, Financial Reporting, Project Management, Compliance, Applications, IT Transformation, System Architecture, Inventory Control, Risk Assessment, Enterprise Risk..., Computer Security, Physical Security, Network Security, Security, SEC filings, Agile Project Management, Agile Methodologies, Banking, Manufacturing, Program Management, SOX Compliancy, Business Process..., Systems Analysis, Operating Systems, System Administration, Investment Advisory, Secure SDLC, SDLC, Consultants, Cloud Computing, Sarbanes-Oxley Act, Information Security, Software Documentation, Corporate Finance, Management, Information Technology, Financial Modeling, Analysis
Education
Northeastern University - Graduate School of Business Administration 1973 — 1975
MBA, Business and Finance
Northeastern University 1968 — 1974
BSBA Finance, with Honor, Deans List, Banking, Corporate, Finance, and Securities Law, Top 5%
James Rollings James Rollings's BTS Asset Management Experience 2010 - 2011
Job Principal at Armory Funds
Industry Investment Management
Experience
Armory Funds September 2011 - Present
BTS Asset Management 2010 - 2011
US Forest Service 2008 - 2010
Education
Colgate University 2006 — 2010
Bachelor of Arts (BA)
Armory Funds September 2011 - Present
BTS Asset Management 2010 - 2011
US Forest Service 2008 - 2010
Education
Colgate University 2006 — 2010
Bachelor of Arts (BA)
Chris Comerford's BTS Asset Management Experience February 2009 - May 2009
Job Supervisor
Industry Accounting
Experience
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
BNY Mellon December 2012 - June 2014
BNY Mellon September 2011 - December 2012
William Gallagher Associates November 2009 - August 2011
William Gallagher Associates August 2009 - November 2009
BTS Asset Management February 2009 - May 2009
Skills
Insurance, Analysis, Accounts Payable, Microsoft Office, Management, Risk Management, Financial Analysis, Accounting, Microsoft Excel, Property & Casualty..., Outlook, PowerPoint, Microsoft Word, Customer Service, Investments, Fixed Income, Emerging Markets, Frontier Markets
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Political Science
Brown Brothers Harriman May 2015 - Present
Brown Brothers Harriman June 2014 - May 2015
BNY Mellon December 2012 - June 2014
BNY Mellon September 2011 - December 2012
William Gallagher Associates November 2009 - August 2011
William Gallagher Associates August 2009 - November 2009
BTS Asset Management February 2009 - May 2009
Skills
Insurance, Analysis, Accounts Payable, Microsoft Office, Management, Risk Management, Financial Analysis, Accounting, Microsoft Excel, Property & Casualty..., Outlook, PowerPoint, Microsoft Word, Customer Service, Investments, Fixed Income, Emerging Markets, Frontier Markets
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelors, Political Science
Bob Whelan's BTS Asset Management Experience April 1991 - April 1995
Job The Colony Group, Senior Vice President Business Development
Industry Financial Services
Experience
The Colony Group LLC September 2006 - Present
Kobren Insight Management April 1995 - August 2006
BTS Asset Management April 1991 - April 1995
Skills
Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial..., New Business Development, Non-profit..., Financial Planners, Investments, Investment Advisory, Investment Management, Alternative Investments, Asset Management, Investment Strategies, Risk Management, Asset Allocation, Financial Advisory, Retirement, Retirement Planning, Equities
Education
Boston University 1979 — 1983
BA, Economics
Yorktown High School 1975 — 1979
The Colony Group LLC September 2006 - Present
Kobren Insight Management April 1995 - August 2006
BTS Asset Management April 1991 - April 1995
Skills
Portfolio Management, Tax Planning, Tax Preparation, Estate Planning, Strategic Financial..., New Business Development, Non-profit..., Financial Planners, Investments, Investment Advisory, Investment Management, Alternative Investments, Asset Management, Investment Strategies, Risk Management, Asset Allocation, Financial Advisory, Retirement, Retirement Planning, Equities
Education
Boston University 1979 — 1983
BA, Economics
Yorktown High School 1975 — 1979
Julie Colucci's BTS Asset Management Experience October 2010 - Present
Job Client Account Team Supervisor at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
BTS Asset Management October 2010 - Present
Silver Bridge Advisors February 2008 - July 2010
Silver Bridge Advisors February 2006 - February 2008
Boston Financial Data Services October 2005 - February 2006
Natixis Global Associates November 2003 - September 2005
Natixis Global Advisors September 2002 - November 2003
Fidelity Investments September 2001 - August 2002
Enmed Inc. September 2000 - April 2001
Consumer Credit Counseling Service February 1994 - September 2000
Skills
Financial Services, Management, Mutual Funds, Portfolio Management, Process Improvement, CRM, Analysis, Asset Allocation
Education
State University of New York College at Geneseo 1987 — 1991
BS, Elementary Education
Irene Kostakis's BTS Asset Management Experience April 2004 - April 2005
Job Auditor at State Street Corporation
Industry Financial Services
Experience
State Street Corporation May 2005 - Present
BTS Asset Management April 2004 - April 2005
Cambridge Trust Company June 2002 - January 2003
Education
University of Massachusetts, Amherst 1999 — 2003
State Street Corporation May 2005 - Present
BTS Asset Management April 2004 - April 2005
Cambridge Trust Company June 2002 - January 2003
Education
University of Massachusetts, Amherst 1999 — 2003
Lisa Slack Sampson's BTS Asset Management Experience September 2003 - September 2006
Job Assoc. Investment and Wealth Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2010 - Present
CCO Investment Services Corp. January 2008 - May 2009
CCO Investment Services Corp. June 2007 - December 2007
State Street September 2006 - June 2007
BTS Asset Management September 2003 - September 2006
ADP April 1996 - September 2002
Skills
Relationship Management, Mutual Funds, Investments, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Strategy
Education
Salem State College 1997 — 2003
Bachelor of Science, Business Administration, Finance Concentration, cum laude
Boston University Graduate School of Management
Master of Science in Investment Management
BNY Mellon Wealth Management November 2010 - Present
CCO Investment Services Corp. January 2008 - May 2009
CCO Investment Services Corp. June 2007 - December 2007
State Street September 2006 - June 2007
BTS Asset Management September 2003 - September 2006
ADP April 1996 - September 2002
Skills
Relationship Management, Mutual Funds, Investments, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Strategy
Education
Salem State College 1997 — 2003
Bachelor of Science, Business Administration, Finance Concentration, cum laude
Boston University Graduate School of Management
Master of Science in Investment Management
Phil Hahn's BTS Asset Management Experience April 1995 - January 2006
Job Regional Vice President at Security Benefit
Industry Financial Services
Experience
Security Benefit January 2006 - Present
BTS Asset Management April 1995 - January 2006
Skills
Series 24, ETFs, Defined Benefit, Asset Managment, Long-term Care, Financial Advisory, Investment Strategies, Insurance, Strategic Financial..., Securities, Life Insurance, Financial Services, Variable Products, Asset Management, Finance
Education
College of Financial Planning 2004 — 2006
Master's degree, Financial Planning and Services
University of Massachusetts Dartmouth 1989 — 1994
Bachelor of Science (B.S.), Finance, General
Security Benefit January 2006 - Present
BTS Asset Management April 1995 - January 2006
Skills
Series 24, ETFs, Defined Benefit, Asset Managment, Long-term Care, Financial Advisory, Investment Strategies, Insurance, Strategic Financial..., Securities, Life Insurance, Financial Services, Variable Products, Asset Management, Finance
Education
College of Financial Planning 2004 — 2006
Master's degree, Financial Planning and Services
University of Massachusetts Dartmouth 1989 — 1994
Bachelor of Science (B.S.), Finance, General
Katrina Allen's BTS Asset Management Experience April 2002 - August 2003
Job Cash Reconciliation /Revenue Control Manager
Industry Hospital & Health Care
Experience
Partners Healthcare February 2011 - Present
American Student Assistance September 2006 - March 2010
American Student Assistance April 2004 - September 2006
Infinity Broadcasting August 2003 - February 2004
BTS Asset Management April 2002 - August 2003
Alliance Imaging January 2001 - January 2002
Skills
Process Improvement, Customer Service, Workshop Facilitation, Software Documentation, Management, Training, Human Resources, Business Analysis, Analysis, Budgets, Accounts Payable, Administration, Accounting, Policy, Business Intelligence, Troubleshooting, Account Reconciliation, Process Scheduler, Auditing
Education
Newbury College 1998 — 2000
Applied Science, Fashion Design
Newbury College 1998 — 2000
Associates Degree, Applied Science
Partners Healthcare February 2011 - Present
American Student Assistance September 2006 - March 2010
American Student Assistance April 2004 - September 2006
Infinity Broadcasting August 2003 - February 2004
BTS Asset Management April 2002 - August 2003
Alliance Imaging January 2001 - January 2002
Skills
Process Improvement, Customer Service, Workshop Facilitation, Software Documentation, Management, Training, Human Resources, Business Analysis, Analysis, Budgets, Accounts Payable, Administration, Accounting, Policy, Business Intelligence, Troubleshooting, Account Reconciliation, Process Scheduler, Auditing
Education
Newbury College 1998 — 2000
Applied Science, Fashion Design
Newbury College 1998 — 2000
Associates Degree, Applied Science
Suzanne Carella's BTS Asset Management Experience April 2009 - November 2009
Job Senior Analyst at Vestmark
Industry Financial Services
Experience
Vestmark August 2014 - Present
Cabot Wealth Management November 2009 - August 2014
BTS Asset Management April 2009 - November 2009
State Street April 2008 - February 2009
WNA December 2007 - April 2008
Putnam Investments July 2004 - November 2007
Putnam Investments September 2002 - July 2004
Putnam Investments January 2000 - August 2002
Putnam Investments May 1999 - December 1999
Skills
Equities, Portfolio Management, Accounting, Financial Services, Finance, Mutual Funds, Competitive Analysis, Investments, Asset Management, Strategy, Financial Analysis, Management, Alternative Investments, Asset Allocation, Trading, Bloomberg, Microsoft Excel, Microsoft Office, Customer Service
Education
Merrimack College 1998 — 2002
Bachelor of Science in Business Administration, Marketing
Vestmark August 2014 - Present
Cabot Wealth Management November 2009 - August 2014
BTS Asset Management April 2009 - November 2009
State Street April 2008 - February 2009
WNA December 2007 - April 2008
Putnam Investments July 2004 - November 2007
Putnam Investments September 2002 - July 2004
Putnam Investments January 2000 - August 2002
Putnam Investments May 1999 - December 1999
Skills
Equities, Portfolio Management, Accounting, Financial Services, Finance, Mutual Funds, Competitive Analysis, Investments, Asset Management, Strategy, Financial Analysis, Management, Alternative Investments, Asset Allocation, Trading, Bloomberg, Microsoft Excel, Microsoft Office, Customer Service
Education
Merrimack College 1998 — 2002
Bachelor of Science in Business Administration, Marketing
Lisa Legere's BTS Asset Management Experience 1991 - 2002
Job Senior Manager, Yardi Resident Screening
Industry Real Estate
Experience
Yardi March 2008 - Present
National Association of Professional Background Screeners (NAPBS) November 2013 - Present
BTS Asset Management 1991 - 2002
Skills
Salesforce.com, Account Management, Microsoft Excel, Microsoft Office, Leadership
Education
Nichols College 1993 — 1995
MBA, Management
Roger Williams University 1988 — 1991
B.S. of Business Administration, Finance
Yardi March 2008 - Present
National Association of Professional Background Screeners (NAPBS) November 2013 - Present
BTS Asset Management 1991 - 2002
Skills
Salesforce.com, Account Management, Microsoft Excel, Microsoft Office, Leadership
Education
Nichols College 1993 — 1995
MBA, Management
Roger Williams University 1988 — 1991
B.S. of Business Administration, Finance
Lynsey Newman's BTS Asset Management Experience February 2005 - November 2007
Job Sr. Project Accountant at Walsh Mechanical Contractors
Industry Construction
Experience
Walsh Mechanical Contractors June 2014 - Present
Weston Solutions, Inc. May 2013 - March 2014
Weston Solutions, Inc. May 2011 - May 2013
Maxymillian Technologies January 2010 - June 2011
Ellenzweig September 2008 - December 2009
M-E Engineers, Inc. 2008 - 2008
BTS Asset Management February 2005 - November 2007
Skills
Sustainability, Marketing, Microsoft Excel, Construction Management, Proposal Writing, Project Management, Microsoft Office, Editing, Submittals, Strategic Planning, Program Management, Analysis, Business Development
Education
Providence College 2000 — 2004
BS, Marketing/Finance
Walsh Mechanical Contractors June 2014 - Present
Weston Solutions, Inc. May 2013 - March 2014
Weston Solutions, Inc. May 2011 - May 2013
Maxymillian Technologies January 2010 - June 2011
Ellenzweig September 2008 - December 2009
M-E Engineers, Inc. 2008 - 2008
BTS Asset Management February 2005 - November 2007
Skills
Sustainability, Marketing, Microsoft Excel, Construction Management, Proposal Writing, Project Management, Microsoft Office, Editing, Submittals, Strategic Planning, Program Management, Analysis, Business Development
Education
Providence College 2000 — 2004
BS, Marketing/Finance
Nick Tzavalas's BTS Asset Management Experience January 2015 - Present
Job Advisory Service Consultant at BTS Asset Management
Industry Investment Management
Experience
BTS Asset Management January 2015 - Present
Sigma Chi Fraternity June 2013 - June 2015
BTS Asset Management April 2014 - December 2014
Fidelity Investments November 2013 - February 2014
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2011 - April 2013
Sigma Chi Fraternity September 2010 - January 2013
Town Sports International June 2008 - September 2012
Skills
Leadership, Team Leadership, Investments, Social Media, Networking, Highly personable, Public Speaking, Fitness, Tennis, Business Intelligence, Social Networking, Financial Accounting, Team Building, Microsoft Excel, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Financial Policies &..., Public Relations, Critical Thinking, Complex problem-solving, Judgement, Active listening, Market Research, Analysis, Business Decision Making, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.26
Central Catholic High School 2005 — 2009
BTS Asset Management January 2015 - Present
Sigma Chi Fraternity June 2013 - June 2015
BTS Asset Management April 2014 - December 2014
Fidelity Investments November 2013 - February 2014
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2011 - April 2013
Sigma Chi Fraternity September 2010 - January 2013
Town Sports International June 2008 - September 2012
Skills
Leadership, Team Leadership, Investments, Social Media, Networking, Highly personable, Public Speaking, Fitness, Tennis, Business Intelligence, Social Networking, Financial Accounting, Team Building, Microsoft Excel, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Financial Policies &..., Public Relations, Critical Thinking, Complex problem-solving, Judgement, Active listening, Market Research, Analysis, Business Decision Making, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.26
Central Catholic High School 2005 — 2009
Matthew Pasts's BTS Asset Management Experience CEOBTS Asset Management1996 - 2014
Job CEO at BTS Asset Management
Industry Investment Management
Experience
BTS Asset Management CEOBTS Asset Management1996 - 2014
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Financial Services, Equities, Investment Advisory, Securities
Education
Babson College
BSBA Finance
BTS Asset Management CEOBTS Asset Management1996 - 2014
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Portfolio Management, Asset Allocation, Financial Services, Equities, Investment Advisory, Securities
Education
Babson College
BSBA Finance
Patti Panizza's BTS Asset Management Experience September 1991 - April 1993
Job Independent
Industry Telecommunications
Experience
Inis Cairde School of Irish Dance July 2011 - Present
Dell Perot Systems May 1996 - June 2001
BTI/Business Telecom Inc. June 1995 - July 1996
USTeleCenters, Inc. April 1993 - June 1995
BTS Asset Management September 1991 - April 1993
HP Hood LLC January 1989 - June 1991
Boston Financial Data Sevices October 1988 - October 1989
The Boston Globe October 1987 - October 1988
Skills
Customer Relations, Business Analysis, Documentation, Process Improvement, Vendor Management, MS Office Suite, Customer Service, Project Management, Management, Training, Software Documentation, Team Building
Education
Northeastern University 1986 — 1991
Bachelor's Degree, Marketing/Business Administration, 3.3/4.0 GPA (cum laude)
Northeastern University
Bachelor of Science (B.S.), Business / Marketing Concentration
Inis Cairde School of Irish Dance July 2011 - Present
Dell Perot Systems May 1996 - June 2001
BTI/Business Telecom Inc. June 1995 - July 1996
USTeleCenters, Inc. April 1993 - June 1995
BTS Asset Management September 1991 - April 1993
HP Hood LLC January 1989 - June 1991
Boston Financial Data Sevices October 1988 - October 1989
The Boston Globe October 1987 - October 1988
Skills
Customer Relations, Business Analysis, Documentation, Process Improvement, Vendor Management, MS Office Suite, Customer Service, Project Management, Management, Training, Software Documentation, Team Building
Education
Northeastern University 1986 — 1991
Bachelor's Degree, Marketing/Business Administration, 3.3/4.0 GPA (cum laude)
Northeastern University
Bachelor of Science (B.S.), Business / Marketing Concentration
Neil Amaral's BTS Asset Management Experience April 2009 - December 2010
Job Vice President of Investor Reporting at Capital Crossing Servicing Company LLC
Industry Financial Services
Experience
Capital Crossing Servicing Company LLC August 2011 - Present
BTS Asset Management April 2009 - December 2010
BTS Asset Management November 2008 - March 2009
Skills
Excel, Customer Relations, Investments, Financial Analysis, Portfolio Management
Education
Roger Williams University 1997 — 2001
Bachelor's of Science, Business Management
Capital Crossing Servicing Company LLC August 2011 - Present
BTS Asset Management April 2009 - December 2010
BTS Asset Management November 2008 - March 2009
Skills
Excel, Customer Relations, Investments, Financial Analysis, Portfolio Management
Education
Roger Williams University 1997 — 2001
Bachelor's of Science, Business Management
Gary Shilman's BTS Asset Management Experience December 2013 - Present
Job Key Accounts Manager at BTS Asset Management
Industry Financial Services
Experience
BTS Asset Management December 2013 - Present
BTS Asset Management 1996 - December 2013
Skills
RIA & BD Compliance,...
Education
McGill University 1992 — 1995
BS - Business, Finance & International Business
Brookline High
BTS Asset Management December 2013 - Present
BTS Asset Management 1996 - December 2013
Skills
RIA & BD Compliance,...
Education
McGill University 1992 — 1995
BS - Business, Finance & International Business
Brookline High
Jairo Reyes's BTS Asset Management Experience August 2011 - Present
Job Network Administrator at BTS Asset Management
Industry Investment Management
Experience
BTS Asset Management August 2011 - Present
Spirinet Technology Services February 2011 - August 2011
Syngent February 2008 - February 2011
Skills
Active Directory, Servers, VMware, Security, Network Security, Troubleshooting, Operating Systems, Help Desk Support, Laptops, Microsoft Office, Windows Server, IT Management, Firewalls, Disaster Recovery, Switches, Group Policy, Network Administration, Backup Exec, VPN, Hardware, DNS, Software Installation, Information Security, VMware ESX, Windows, VMware Infrastructure, Sonicwall, vSphere, Viewpoint, C++, Java, Windows Server 2003, DHCP, Computer Hardware, Windows 7, System Administration, TCP/IP, Norton Ghost, Routers, Blackberry Enterprise..., WAN, Virtualization, Antivirus, Desktop Support, Printers, N+, CompTIA S+
Education
New York City College of Technology 2006 — 2009
Bachelor of Technology, Computer Systems
CUNY New York City College of Technology
Bachelor of Technology (B.Tech.), Computer Security
BTS Asset Management August 2011 - Present
Spirinet Technology Services February 2011 - August 2011
Syngent February 2008 - February 2011
Skills
Active Directory, Servers, VMware, Security, Network Security, Troubleshooting, Operating Systems, Help Desk Support, Laptops, Microsoft Office, Windows Server, IT Management, Firewalls, Disaster Recovery, Switches, Group Policy, Network Administration, Backup Exec, VPN, Hardware, DNS, Software Installation, Information Security, VMware ESX, Windows, VMware Infrastructure, Sonicwall, vSphere, Viewpoint, C++, Java, Windows Server 2003, DHCP, Computer Hardware, Windows 7, System Administration, TCP/IP, Norton Ghost, Routers, Blackberry Enterprise..., WAN, Virtualization, Antivirus, Desktop Support, Printers, N+, CompTIA S+
Education
New York City College of Technology 2006 — 2009
Bachelor of Technology, Computer Systems
CUNY New York City College of Technology
Bachelor of Technology (B.Tech.), Computer Security
Evan Moreira's BTS Asset Management Experience June 2009 - January 2012
Job Mechanical Engineer
Industry Mechanical or Industrial Engineering
Experience
Shimadzu Scientific Instruments April 2015 - Present
Instron June 2012 - April 2015
BTS Asset Management June 2009 - January 2012
BTS Asset Management June 2008 - August 2008
Skills
Solidworks, Mechanical Engineering, Microsoft Office, Matlab, Engineering, Solid Modeling, Solid Edge, Abaqus, Labview, AutoCAD, MathCAD, Machining, Inventor, Finite Element Analysis, Programming in C..., PTC Pro/Engineer, Mathematica, Algor, Python, HTML, MySQL, SQLite, SolidWorks, Autodesk Inventor
Education
University of Massachusetts at Lowell 2010 — 2015
Bachelor's of Science, Mechanical Engineering with Robotics and Business Administration Minor
Malden Catholic High School 2006 — 2010
Shimadzu Scientific Instruments April 2015 - Present
Instron June 2012 - April 2015
BTS Asset Management June 2009 - January 2012
BTS Asset Management June 2008 - August 2008
Skills
Solidworks, Mechanical Engineering, Microsoft Office, Matlab, Engineering, Solid Modeling, Solid Edge, Abaqus, Labview, AutoCAD, MathCAD, Machining, Inventor, Finite Element Analysis, Programming in C..., PTC Pro/Engineer, Mathematica, Algor, Python, HTML, MySQL, SQLite, SolidWorks, Autodesk Inventor
Education
University of Massachusetts at Lowell 2010 — 2015
Bachelor's of Science, Mechanical Engineering with Robotics and Business Administration Minor
Malden Catholic High School 2006 — 2010