Copia Capital
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Copia Capital Employees
Weatherbie Capital, LLC December 2013 - Present
Vinik Asset Management, LLP August 2008 - June 2013
Wellington Management June 2007 - August 2007
Copia Capital October 2006 - May 2007
Raymond James Financial Inc. April 2004 - June 2006
Chilton & Medley September 2001 - September 2003
Skills
Equities, Hedge Funds, Bloomberg, Valuation, Asset Management, Investments, Fixed Income, Equity Valuation, Investment Management, Alternative Investments, Asset Allocation, Mutual Funds, Derivatives
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA), Concentrations in Analytic Finance & Strategic Management, Graduated with High Honors (top 5%)
Duke University 1998 — 2000
Bachelor of Science (B.S.), Economics, Certificate in Markets and Management, Summa Cum Laude, Phi Beta Kappa
Harker
Aura Innovative Technology, Inc. June 2014 - Present
Rightpoint January 2013 - May 2014
Case Western Reserve University IT Services September 2012 - January 2013
Lazorpoint 2011 - 2011
Copia Capital 2010 - 2010
Skills
Linux, C#, .NET, Git, AngularJS, Visual Studio, Java, C++, Python, CSS, Windows, SQL, Vim, Microsoft Office, JavaScript, XML, ASP.NET, C, LaTeX, HTML, Mac, x86 Assembly, Databases, Software Development
Education
Case Western Reserve University 2009 — 2012
Bachelor's Degree, Computer Science
Waychee Capital Management LLC September 2011 - Present
Copia Capital October 2007 - September 2011
DTE Energy September 2006 - September 2007
Citi June 2005 - September 2006
Skills
Investments
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Bachelor of Business Administration
KAUST August 2013 - March 2015
Copia Capital September 2012 - August 2013
Deloitte Consulting October 2008 - October 2011
Deloitte Consulting October 2008 - December 2009
IBISKA January 2008 - October 2008
IBISKA January 2007 - January 2008
CNG Global Services for USAid Egypt 2005 - 2006
Lucent Technologies 2004 - 2005
US Department of Defense 2003 - 2004
CNG Global Services 1999 - 2002
Skills
Integration, IT Management, Telecommunications, Project Planning, Strategy, Management Consulting, Program Management, Requirements Analysis, Network Design, Vendor Management, Analysis, Leadership, Governance, PMO, Business Process..., Team Leadership, Enterprise Architecture, Management, Security, Process Improvement, Risk Management, Business Process, IT Service Management, Business Development, Disaster Recovery, Networking, Outsourcing, Cross-functional Team..., MS Project, Operations Management, Team Management, Wireless, VoIP, ERP, Business Transformation, Project Portfolio..., Business Strategy, SDLC, Project Delivery, Performance Improvement, ITIL, Resource Management, Policy, Consultancy, IT Governance, Risk Mitigation, Project Implementation, Planning, Strategy Development, Lean Six Sigma
Education
Friends University 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Friends University 2011 — 2013
Master's degree, Management Information Systems (MIS), 3.83
Friends University 1994 — 1997
BsM, Management, 3.01
Nighthawk Capital December 2014 - Present
Copia Capital February 2014 - November 2014
Citibank May 2011 - November 2013
Frontpoint Partners (Morgan Stanley) 2006 - 2011
Skills
Hedge Funds, Equities, Capital Markets, Derivatives, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Bloomberg
Education
London Business School 1994 — 1995
M.S., Finance
Santa Clara University 1985 — 1989
B.S. Economics, Economics
Cub Trading - Hound Partners/Tiger Veda/ Teewinot Capital Advisors August 2013 - Present
Copia Capital September 2010 - January 2013
Driehaus Securities LLC September 2006 - July 2010
TD Waterhouse Capital Markets 2003 - 2006
Fleet Trading 1999 - 2002
Spear Leeds and Kellogg 1994 - 1999
Skills
Equities, Portfolio Management, Alternative Investments, Investments, Hedge Funds, Capital Markets, Asset Management, Trading, Fixed Income, Trading Systems, Asset Allocation, Bloomberg, Derivatives, Electronic Trading, Equity Research, Options, Equity Trading, Securities, Series 7, Valuation
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Southern Methodist University 1990 — 1994
BBA, Real Estate and Finance
Southern Methodist University - Cox School of Business 1990 — 1994
BBA, Real Estate and Finance
BlueSpruce LP February 2013 - Present
Copia Capital November 2009 - February 2013
L-SAI August 2008 - February 2009
GlobeOp Financial Services LLC February 2002 - March 2008
SAC Capital May 2000 - July 2001
UBS September 1997 - May 2000
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Equities, Private Equity, Bloomberg, Derivatives, Capital Markets, Financial Modeling, Due Diligence
Education
University of Connecticut 2002 — 2007
Copia Capital August 2014 - Present
Sanford C. Bernstein June 2013 - August 2013
PFC Energy August 2008 - June 2012
U.S. Department of State September 2007 - July 2008
U.S. Department of State 2005 - 2005
Skills
Energy, Valuation, Downstream Oil & Gas, Strategic Consulting, Oil/Gas, Energy Industry, Analysis, Russian, Natural Gas, Oil & Gas Industry, Energy Policy, Economics, Renewable Energy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
BA, Russian, Government
Neuberger Berman 2012 - Present
Copia Capital 2005 - 2011
Neuberger Berman 2002 - 2005
Strong Capital Management 1995 - 2002
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, Accounting, Marketing, Graduated with Honors
Lawrence University 1984 — 1988
Bachelor's Degree, Economics Mathematics
Duff & Phelps Investment Management Co. February 2014 - Present
Copia Capital 2003 - 2012
Goldman Sachs July 1999 - September 2002
William Blair & Company 1994 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Equity Research, Portfolio Management, Asset Management, Private Equity, Fixed Income, Valuation, Capital Markets, Investments, Financial Modeling
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Princeton University 1984 — 1988
Bachelor of Arts (B.A.), History