Delegate Advisors
Industry: Company
DescriptionFounded: 2010
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Delegate Advisors Employees
SaltMines Group, LLC June 2015 - Present
K-Rain Manufacturing Corporation May 2015 - Present
Arsenal Venture Partners 2013 - March 2015
Vocap Investment Partners 2013 - 2013
Delegate Advisors May 2012 - December 2012
Lighthouse Partners June 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of Virginia 2010 — 2010
Delegate Advisors January 2012 - Present
CanesCountry.com September 2009 - January 2012
Colony East, LLC January 2003 - November 2009
Dering Harbor Inc January 2000 - November 2009
Carolyn Ovaitt, Architect PA April 1991 - February 2004
Lakewood Custom Homes, Inc July 1994 - December 2003
University of Texas at Arlington August 1993 - December 1993
Barton Myers Associates, Inc. June 1988 - September 1989
Pei Cobb Freed & Partners July 1986 - August 1987
Cunningham Engineering, Houston, Texas September 1984 - June 1986
Skills
Contract Negotiation, Marketing, Budgets, Real Estate, Real Estate Development, Property Management, Project Planning, IT Management, Writing, Architecture, Interior Design, Social Media Marketing, Microsoft Office, Customer Service, Office Administration, Quickbooks, Quicken, Payroll Processing, MS Office Suite, Junxure, Human Resources, Customer Relations, Construction Management, Internal Communications, Social Media Relations, Professional Organizing, Trade Compliance
Education
Princeton University 1989 — 1991
Master of Architecture, Architecture, Art and Arch History
Rice University 1982 — 1988
Bachelor of Architecture; Bachelor of Arts, Architecture; Art and Architectural theory and history
Barclays Investment Bank June 2013 - August 2013
Grant Thornton International Ltd January 2013 - April 2013
Delegate Advisors September 2012 - December 2012
RBC Capital Markets June 2012 - August 2012
Skills
Bloomberg, PowerPoint, Mergers, Microsoft Word, Finance, Microsoft Excel, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation, Bloomberg Terminal, Economics, Private Equity, Investments
Education
University of North Carolina at Chapel Hill 2010 — 2014
AlphaCore Capital LLC February 2015 - Present
Delegate Advisors March 2012 - January 2015
Duckworth Mehner Private Wealth Advisors January 2007 - July 2011
Atticus Capital April 2005 - August 2006
American Residential Funding May 2003 - March 2005
Scripps Health September 2002 - May 2003
Skills
Marketing, Investor Relations, Social Media, Investment Advisory, Start-ups, Business Development, Sales, Leadership, Financial Analysis, Loans, Strategic Planning, Management, Process Improvement, Financial Advisory, Entrepreneurship, Risk Management, Finance
Education
College for Financial Planning 2009 — 2009
Certified Financial Planner Certification Professional Education Program
University of California, San Diego 2000 — 2002
Bachelor of Arts, Economics, Psychology
UBS June 2013 - Present
Delegate Advisors February 2012 - June 2013
Brownson, Rehmus & Foxworth June 2008 - February 2012
Education
Haas School of Business, UC Berkeley 2011 — 2013
M.B.A., Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
2015 Level III Candidate in the CFA Program
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Nike June 2014 - Present
City Sports June 2014 - Present
Income Research & Management June 2013 - August 2013
Delegate Advisors June 2011 - August 2011
Skills
Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Bloomberg
Education
University of North Carolina at Chapel Hill 2015 — 2017
University of Pennsylvania - The Wharton School 2013 — 2014
Bachelor of Arts (B.A.), Economics
Delegate Advisors January 2012 - Present
Athene Annuity & Life Insurance Company 2010 - Present
Apollo Tactical Income Fund Inc 2013 - Present
Apollo Senior Floating Rate Fund Inc. 2013 - Present
South Carolina Retirement System 2006 - 2011
South Carolina Deferred Compensation Commission 2006 - 2011
Louisiana State Employees’ Retirement System April 1995 - April 2006
Pension Fund Data Exchange 1998 - 2006
Louisiana Deferred Compensation Commission 1995 - 2006
National Association of State Investment Officers (NASIO) 1998 - 1998
Skills
Research, Teaching, Public Speaking, Strategic Planning, Chartered Financial..., Chartered Alternative..., Financial Analysis, Portfolio Management, Finance, Mergers & Acquisitions, Investments
Education
Louisiana State University 1996 — 1998
Master of Science, Major in Finance
The University of Texas at Austin 1982 — 1986
Bachelor of Business Administration (BBA), Major in Finance
Delegate Advisors March 2014 - Present
TOSHIBA Global Commerce Solutions, Inc September 2013 - November 2013
Red Hat May 2008 - August 2011
Investors Bank & Trust (State Street) November 2000 - August 2007
John Hancock Financial Services 1999 - 2000
Haggett Longobardi 1993 - 1999
Skills
Oracle Financials, Corporate Accounting, General Ledger, Fixed Asset Accounting, Intangible Assets, Team Leadership, Financial Accounting, Financial Consolidations, Building Strong Teams, Fixed Assets, Technical Accounting, Organization Skills, Accounting, Accounts Payable, Corporate Finance
Education
Suffolk University - Sawyer School of Management 1999 — 2004
MBA, Finance concentration
Bentley College 1988 — 1992
Bachelor of Science, Accounting
Delegate Advisors March 2012 - Present
Atlas Diligence, LLC January 2012 - May 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates December 2008 - July 2011
Clifford Chance LLP October 2006 - December 2008
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Investment Finance and Financial Analysis
Villanova Law School 2003 — 2006
Doctor of Law (J.D.)
Wake Forest University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Miner Partners, LLC November 2014 - Present
NEPC March 2013 - October 2014
Delegate Advisors March 2010 - May 2012
Morgan Creek Capital Management April 2004 - March 2010
Credit Suisse August 2000 - October 2002
Donaldson, Lufkin & Jenrette August 1994 - August 2000
Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Delegate Advisors February 2012 - Present
Varsity Women's Soccer Team 2008 - 2012
Skills
Business Analysis, Financial Analysis, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Customer Service, VBA, Financial Modeling, Financial Reporting, Data Analysis, Access, Bank Reconciliation, Journal Entries, Client Billing, QuickBooks, Advocate Of Teamwork, Outlook
Education
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
East Carolina University 2013 — 2014
Master of Business Administration (MBA), Finance
Delegate Advisors 2011 - Present
Global Wealth Allocation, Ltd October 2006 - September 2007
Monitor Group 2004 - 2006
Skills
Investments
Education
Worcester Polytechnic Institute 1986 — 1988
MS, Management
Bryant University 1978 — 1982
BS, Finance
Square 1 Bank March 2011 - Present
Delegate Advisors March 2010 - March 2011
FMI Capital Advisors September 2009 - March 2010
University of Virginia August 2007 - July 2009
St. David's School August 2006 - June 2007
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English Literature
Delegate Advisors May 2015 - Present
United Advisors/Graphic Moxie February 2007 - Present
Target April 2005 - January 2006
Education
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Business Administration (B.B.A.), Economics and Finance
Louisburg College
Associates, Science