Ennis Knupp & Associates
Industry: Company
DescriptionFounded: 1981 Parent organization: Aon Subsidiaries: Aon Hewitt Group Trust, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportEnnis Knupp & AssociatesDirections Saved (0) Saved Save Insurance agency in Chicago, Illinois Address: 10 S Riverside Plaza # 1600, Chicago, IL 60606 Phone: (312) 258-0430: Hours: : : : : : Category: Place name: Website: Category: Insurance agency 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. Add website 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 Ennis Knupp & Associates Posting publicly on the Web Write a review Reviews Be the first to review
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Ennis Knupp & Associates Employees
Employee
Years
Job
Industry
Diane Wilczek Diane Wilczek's Ennis Knupp & Associates Experience January 2000 - August 2003
Job VP, Sr. Consultant of Investment Risk & Analytical Services
Industry Financial Services
Experience
Northern Trust September 2013 - Present
Northern Trust February 2010 - August 2013
Calamos Investments September 2003 - November 2007
Ennis Knupp & Associates January 2000 - August 2003
Skills
Asset Managment, Asset Allocation, Investment Management, Mutual Funds, Series 7, Equities, Fixed Income, Investment Strategies, Hedge Funds, Financial Modeling, Analysis, Investments, CRM, Risk Management, Asset Management, Alternative Investments, Securities
Education
DePaul University 1998 — 2000
Finance, Finance
Northern Trust September 2013 - Present
Northern Trust February 2010 - August 2013
Calamos Investments September 2003 - November 2007
Ennis Knupp & Associates January 2000 - August 2003
Skills
Asset Managment, Asset Allocation, Investment Management, Mutual Funds, Series 7, Equities, Fixed Income, Investment Strategies, Hedge Funds, Financial Modeling, Analysis, Investments, CRM, Risk Management, Asset Management, Alternative Investments, Securities
Education
DePaul University 1998 — 2000
Finance, Finance
PORTER DRAPER PORTER DRAPER's Ennis Knupp & Associates Experience December 2005 - June 2007
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2013 - Present
Destra Capital March 2011 - July 2012
Goldman Sachs Asset Management November 2009 - August 2010
Goldman Sachs Asset Management June 2007 - November 2009
Ennis Knupp & Associates December 2005 - June 2007
Ennis Knupp & Associates April 2005 - December 2005
Vail Resorts October 2001 - March 2003
JP Morgan October 2000 - October 2001
Morgan Stanley Dean Witter December 1998 - February 2000
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Finance
Purdue University 1992 — 1997
BS, Organizational Leadership
RBC Wealth Management December 2013 - Present
Destra Capital March 2011 - July 2012
Goldman Sachs Asset Management November 2009 - August 2010
Goldman Sachs Asset Management June 2007 - November 2009
Ennis Knupp & Associates December 2005 - June 2007
Ennis Knupp & Associates April 2005 - December 2005
Vail Resorts October 2001 - March 2003
JP Morgan October 2000 - October 2001
Morgan Stanley Dean Witter December 1998 - February 2000
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Finance
Purdue University 1992 — 1997
BS, Organizational Leadership
Shane Hartle Shane Hartle's Ennis Knupp & Associates Experience 2010 - 2012
Job Security Officer at Allied Barton Security
Industry Graphic Design
Experience
Allied Barton Security May 2014 - Present
Target July 2013 - June 2014
Semper LLC May 2010 - December 2012
Ennis Knupp & Associates 2010 - 2012
ViaTech Publishing Solutions, Inc. February 2005 - August 2009
Viatech Publishing Solutions February 2005 - August 2009
Printstaff LLC August 2001 - February 2005
Black Box Collotype August 1999 - August 2001
Remac Enterprises June 1998 - April 1999
Kinkos February 1998 - May 1998
Skills
Advertising, Pre-press, Digital Printing, Graphics, Adobe Creative Suite, Brochures, Layout, Catalogs, InDesign, Illustrator, Graphic Design, Adobe Acrobat, Art, Illustration, Photoshop
Education
Illinois Institute of Art 1995 — 1997
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Newport School of Business 1990 — 1992
Associate of Arts (A.A.), Commercial Art
Allied Barton Security May 2014 - Present
Target July 2013 - June 2014
Semper LLC May 2010 - December 2012
Ennis Knupp & Associates 2010 - 2012
ViaTech Publishing Solutions, Inc. February 2005 - August 2009
Viatech Publishing Solutions February 2005 - August 2009
Printstaff LLC August 2001 - February 2005
Black Box Collotype August 1999 - August 2001
Remac Enterprises June 1998 - April 1999
Kinkos February 1998 - May 1998
Skills
Advertising, Pre-press, Digital Printing, Graphics, Adobe Creative Suite, Brochures, Layout, Catalogs, InDesign, Illustrator, Graphic Design, Adobe Acrobat, Art, Illustration, Photoshop
Education
Illinois Institute of Art 1995 — 1997
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Newport School of Business 1990 — 1992
Associate of Arts (A.A.), Commercial Art
Tom Brennan, CFA Tom Brennan, CFA's Ennis Knupp & Associates Experience October 2005 - September 2010
Job Fixed Income Product Specialist at William Blair Investment Management
Industry Financial Services
Experience
William Blair and Company September 2010 - Present
Ennis Knupp & Associates October 2005 - September 2010
Morgan Stanley Smith Barney 2005 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Risk Management, Due Diligence, Mutual Funds, Asset Managment, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies, Series 7, Bloomberg, Financial Analysis, Asset Management, Morningstar, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Managerial & Organizational Behavior, Graduated with Honors Distinction
Bradley University 2001 — 2005
Bachelor of Science, Economics
William Blair and Company September 2010 - Present
Ennis Knupp & Associates October 2005 - September 2010
Morgan Stanley Smith Barney 2005 - 2005
Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Risk Management, Due Diligence, Mutual Funds, Asset Managment, Asset Allocation, Investment Advisory, Derivatives, Investment Strategies, Series 7, Bloomberg, Financial Analysis, Asset Management, Morningstar, Emerging Markets
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Managerial & Organizational Behavior, Graduated with Honors Distinction
Bradley University 2001 — 2005
Bachelor of Science, Economics
Tom Winkelman, CFA Tom Winkelman, CFA's Ennis Knupp & Associates Experience June 1995 - May 1998
Job Director Real Estate and Real Assets at Boeing
Industry Investment Management
Experience
Boeing April 2014 - Present
Boeing September 2009 - April 2014
Boeing June 2007 - September 2009
Boeing November 2005 - June 2007
Boeing November 2003 - November 2005
William Blair & Company March 2001 - November 2003
Illinois Municipal Retirement Fund June 1998 - February 2001
Ennis Knupp & Associates June 1995 - May 1998
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, Data Analysis, Asset Management, Analytics, Strategic Partnerships, Asset Allocation, Due Diligence, Alternative Investments, Equities, Valuation, Options, Bloomberg, Derivatives, Capital Markets
Education
Northern Illinois University 1990 — 1993
Finance, General
Certified Financial Analyst
Boeing April 2014 - Present
Boeing September 2009 - April 2014
Boeing June 2007 - September 2009
Boeing November 2005 - June 2007
Boeing November 2003 - November 2005
William Blair & Company March 2001 - November 2003
Illinois Municipal Retirement Fund June 1998 - February 2001
Ennis Knupp & Associates June 1995 - May 1998
Skills
Investments, Fixed Income, Portfolio Management, Risk Management, Data Analysis, Asset Management, Analytics, Strategic Partnerships, Asset Allocation, Due Diligence, Alternative Investments, Equities, Valuation, Options, Bloomberg, Derivatives, Capital Markets
Education
Northern Illinois University 1990 — 1993
Finance, General
Certified Financial Analyst
Sharon Gryczka Sharon Gryczka's Ennis Knupp & Associates Experience June 2008 - September 2009
Job Client Program Manager at LifeSpan Technology
Industry Financial Services
Experience
LifeSpan Technology March 2013 - Present
LifeSpan Technology October 2010 - February 2013
Bank of America September 2009 - May 2010
Ennis Knupp & Associates June 2008 - September 2009
Skills
Investments, Financial Analysis, Asset Managment, Strategic Planning, Financial Modeling, Management, Contract Negotiation, Asset Management, Portfolio Management, Finance, Business Development, Budgets, Financial Reporting, Negotiation, Sales, New Business Development, Business Strategy, Start-ups, Project Management
Education
Lewis University 2005 — 2008
B.S., Finance
LifeSpan Technology March 2013 - Present
LifeSpan Technology October 2010 - February 2013
Bank of America September 2009 - May 2010
Ennis Knupp & Associates June 2008 - September 2009
Skills
Investments, Financial Analysis, Asset Managment, Strategic Planning, Financial Modeling, Management, Contract Negotiation, Asset Management, Portfolio Management, Finance, Business Development, Budgets, Financial Reporting, Negotiation, Sales, New Business Development, Business Strategy, Start-ups, Project Management
Education
Lewis University 2005 — 2008
B.S., Finance
Matt Steffora, CFA Matt Steffora, CFA's Ennis Knupp & Associates Experience 2007 - 2010
Job Consulting Principal at NexTier Capital Solutions
Industry Investment Management
Experience
NexTier Capital Solutions, LLC 2013 - Present
Ennis Knupp & Associates 2007 - 2010
Tensor Holdings LLC 2003 - 2006
Select Holdings LLC 2000 - 2002
American Trading Group, LP 1996 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Equities, Derivatives, Investment Management, Investments, Equity Valuation, Options, Institutional Investors, Commodity, Institutional..., Investment Strategies, Due Diligence, Asset Management, Trading, Fund Of Funds, Investment Advisory, ETFs, Fixed Income, Private Equity, Wealth Management, Investment manager..., Equity Research, Futures, Proprietary Trading, Financial Planning, Portfolio Optimization, Pension Funds, Operational Due..., Risk Management, Equity Trading
Education
Duke University
BSE, Mechanical Engineering
NexTier Capital Solutions, LLC 2013 - Present
Ennis Knupp & Associates 2007 - 2010
Tensor Holdings LLC 2003 - 2006
Select Holdings LLC 2000 - 2002
American Trading Group, LP 1996 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Equities, Derivatives, Investment Management, Investments, Equity Valuation, Options, Institutional Investors, Commodity, Institutional..., Investment Strategies, Due Diligence, Asset Management, Trading, Fund Of Funds, Investment Advisory, ETFs, Fixed Income, Private Equity, Wealth Management, Investment manager..., Equity Research, Futures, Proprietary Trading, Financial Planning, Portfolio Optimization, Pension Funds, Operational Due..., Risk Management, Equity Trading
Education
Duke University
BSE, Mechanical Engineering
David Brief's Ennis Knupp & Associates Experience June 1994 - February 2000
Job Chief Investment Officer at Jewish Federation of Metropolitan Chicago
Industry Nonprofit Organization Management
Experience
Jewish Federation of Metropolitan Chicago October 2002 - Present
Segal Rogerscasey February 2000 - September 2002
Ennis Knupp & Associates June 1994 - February 2000
Ibbotson Associates March 1991 - June 1994
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Investment Management, Investment Strategies, Mutual Funds, Financial Analysis, Asset Allocation, Financial Modeling
Education
The University of Chicago Booth School of Business 1995 — 1999
Master of Business Administration (MBA), Economics
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics
Jewish Federation of Metropolitan Chicago October 2002 - Present
Segal Rogerscasey February 2000 - September 2002
Ennis Knupp & Associates June 1994 - February 2000
Ibbotson Associates March 1991 - June 1994
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Investment Management, Investment Strategies, Mutual Funds, Financial Analysis, Asset Allocation, Financial Modeling
Education
The University of Chicago Booth School of Business 1995 — 1999
Master of Business Administration (MBA), Economics
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics
nathan swartzendruber nathan swartzendruber's Ennis Knupp & Associates Experience 2007 - 2008
Job Western U.S. Regional Manager at Prescott's, Inc
Industry Medical Devices
Experience
Prescott's, Inc May 2014 - Present
Prescott's, Inc September 2013 - April 2014
Prescott's, Inc March 2013 - August 2013
Prescott's, Inc September 2012 - February 2013
Prescott's, Inc September 2010 - August 2012
Prescott's, Inc June 2009 - August 2010
Ennis Knupp & Associates 2007 - 2008
Skills
Sales Operations, Orthopedic, Hospitals, Surgery, Product Development, Sales, Biomedical Engineering, Training, Capital Equipment, Medical Devices, Management, Operating Room, Spine, Sales Management, Market Development, Surgeons, Orthopedics
Education
Illinois State University 2002 — 2007
Bachelor of Science (BS), International Finance
Universität Paderborn 2005 — 2005
German Language and Literature; International Banking & Economics
Champaign Centennial 1998 — 2002
Diploma
Prescott's, Inc May 2014 - Present
Prescott's, Inc September 2013 - April 2014
Prescott's, Inc March 2013 - August 2013
Prescott's, Inc September 2012 - February 2013
Prescott's, Inc September 2010 - August 2012
Prescott's, Inc June 2009 - August 2010
Ennis Knupp & Associates 2007 - 2008
Skills
Sales Operations, Orthopedic, Hospitals, Surgery, Product Development, Sales, Biomedical Engineering, Training, Capital Equipment, Medical Devices, Management, Operating Room, Spine, Sales Management, Market Development, Surgeons, Orthopedics
Education
Illinois State University 2002 — 2007
Bachelor of Science (BS), International Finance
Universität Paderborn 2005 — 2005
German Language and Literature; International Banking & Economics
Champaign Centennial 1998 — 2002
Diploma
Frank Valle, CFA, CAIA Frank Valle, CFA, CAIA's Ennis Knupp & Associates Experience August 2010 - August 2010
Job Fixed Income Research at Hewitt EnnisKnupp and MBA Candidate at the University of Chicago Booth School of Business
Industry Investment Management
Experience
Aon Hewitt Investment Consulting, Inc. December 2012 - Present
Aon Hewitt Investment Consulting, Inc. March 2012 - December 2012
Aon Hewitt Investment Consulting, Inc. September 2010 - March 2012
Ennis Knupp & Associates August 2010 - August 2010
LaSalle Futures Group March 2009 - June 2010
Houlihan Smith & Company, Inc. January 2008 - March 2008
LaSalle Futures Group June 2007 - January 2008
Skills
Investments, Alternative Investments, Fixed Income, Derivatives, Asset Management, Portfolio Management, Asset Allocation, Bloomberg Terminal, Capital Markets, Financial Statement..., Microsoft Excel, Finance, Access, Economics, Trading, Corporate Finance, Eviews, Matlab, FactSet, Equities, Investment Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Economics, and Econometrics and Statistics
DePaul University 2009 — 2010
NA, Accounting
Western Illinois University 2002 — 2006
Bachalor's of Business, Finance
Aon Hewitt Investment Consulting, Inc. December 2012 - Present
Aon Hewitt Investment Consulting, Inc. March 2012 - December 2012
Aon Hewitt Investment Consulting, Inc. September 2010 - March 2012
Ennis Knupp & Associates August 2010 - August 2010
LaSalle Futures Group March 2009 - June 2010
Houlihan Smith & Company, Inc. January 2008 - March 2008
LaSalle Futures Group June 2007 - January 2008
Skills
Investments, Alternative Investments, Fixed Income, Derivatives, Asset Management, Portfolio Management, Asset Allocation, Bloomberg Terminal, Capital Markets, Financial Statement..., Microsoft Excel, Finance, Access, Economics, Trading, Corporate Finance, Eviews, Matlab, FactSet, Equities, Investment Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Economics, and Econometrics and Statistics
DePaul University 2009 — 2010
NA, Accounting
Western Illinois University 2002 — 2006
Bachalor's of Business, Finance
Angela Dornseif Cantillon, CFA, CAIA Angela Dornseif Cantillon, CFA, CAIA's Ennis Knupp & Associates Experience October 2009 - October 2010
Job Associate Partner at Aon Hewitt (formerly Hewitt EnnisKnupp)
Industry Financial Services
Experience
Aon Hewitt (formerly Hewitt EnnisKnupp, Inc.) March 2015 - Present
Hewitt EnnisKnupp, Inc. July 2012 - March 2015
Hewitt EnnisKnupp (formerly EnnisKnupp & Associates) October 2009 - July 2012
Ennis Knupp & Associates October 2009 - October 2010
Capital Resource Management, Inc. (CRM) January 2008 - October 2009
Treasury Strategies, Inc 2005 - 2007
The YMCA of Metropolitan Chicago 2001 - 2005
Skills
Investment Advisory, Corporate Finance, Corporate Treasury, Endowments, Foundations, Financial Modeling, Consultancy, Program Management, Retirement Plans, Managerial Experience, Hedge Funds, Alternative Investments, Investments, Equities, Treasury Management, Consulting, Problem Solving, Derivatives, Bloomberg, Asset Allocation, Financial Services, Finance, Options Strategies, Mergers & Acquisitions, Financial Risk, Management, Pension Funds, Portfolio Management, Risk Management, Due Diligence, Investment Strategies, Investment Management
Education
The University of Chicago - Booth School of Business
MBA
Northern Illinois University
B.S.
Aon Hewitt (formerly Hewitt EnnisKnupp, Inc.) March 2015 - Present
Hewitt EnnisKnupp, Inc. July 2012 - March 2015
Hewitt EnnisKnupp (formerly EnnisKnupp & Associates) October 2009 - July 2012
Ennis Knupp & Associates October 2009 - October 2010
Capital Resource Management, Inc. (CRM) January 2008 - October 2009
Treasury Strategies, Inc 2005 - 2007
The YMCA of Metropolitan Chicago 2001 - 2005
Skills
Investment Advisory, Corporate Finance, Corporate Treasury, Endowments, Foundations, Financial Modeling, Consultancy, Program Management, Retirement Plans, Managerial Experience, Hedge Funds, Alternative Investments, Investments, Equities, Treasury Management, Consulting, Problem Solving, Derivatives, Bloomberg, Asset Allocation, Financial Services, Finance, Options Strategies, Mergers & Acquisitions, Financial Risk, Management, Pension Funds, Portfolio Management, Risk Management, Due Diligence, Investment Strategies, Investment Management
Education
The University of Chicago - Booth School of Business
MBA
Northern Illinois University
B.S.
Brooke Fentress Ostendorf's Ennis Knupp & Associates Experience March 2010 - September 2010
Job Senior Proposal Writer at Razorfish
Industry Marketing and Advertising
Experience
Razorfish April 2014 - Present
Huron Consulting Group July 2013 - April 2014
Hudson September 2010 - July 2013
Ennis Knupp & Associates March 2010 - September 2010
Self-Employed August 2008 - September 2010
US Residential March 2008 - August 2008
The Rise Group May 2006 - March 2008
ISAR Interior Design, Inc. October 2005 - May 2006
Skills
Proposal Management, Proposal Writing, RFP, Project Management, Newsletters, Marketing Materials, Editing, Writing, Proofreading, Copywriting, Marketing Communications, Corporate Communications, Social Media, Press Releases, Event Management, Event Planning, Social Networking, Marketing, Managing Deadlines, Business Development, Program Management, Advertising, Team Building, Salesforce.com, Public Relations, Sales, Blogging, Management Consulting, Time Management, Process Improvement, Leadership, Strategy, Marketing Strategy, CRM
Education
Purdue University 1999 — 2004
B.A., Psychology, Communications
Razorfish April 2014 - Present
Huron Consulting Group July 2013 - April 2014
Hudson September 2010 - July 2013
Ennis Knupp & Associates March 2010 - September 2010
Self-Employed August 2008 - September 2010
US Residential March 2008 - August 2008
The Rise Group May 2006 - March 2008
ISAR Interior Design, Inc. October 2005 - May 2006
Skills
Proposal Management, Proposal Writing, RFP, Project Management, Newsletters, Marketing Materials, Editing, Writing, Proofreading, Copywriting, Marketing Communications, Corporate Communications, Social Media, Press Releases, Event Management, Event Planning, Social Networking, Marketing, Managing Deadlines, Business Development, Program Management, Advertising, Team Building, Salesforce.com, Public Relations, Sales, Blogging, Management Consulting, Time Management, Process Improvement, Leadership, Strategy, Marketing Strategy, CRM
Education
Purdue University 1999 — 2004
B.A., Psychology, Communications
Tom Forte, CFA Tom Forte, CFA's Ennis Knupp & Associates Experience 1994 - 1996
Job Senior Vice President & Senior Analyst at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Stephen Cummings Stephen Cummings's Ennis Knupp & Associates Experience March 1989 - September 2010
Job President of Hewitt EnnisKnupp, an Aon Company
Industry Financial Services
Experience
Hewitt EnnisKnupp, an Aon Company September 2010 - Present
Mountaintop Inn and Resort May 2002 - Present
Ennis Knupp + Associates March 1989 - September 2010
Marquette Associates June 1997 - May 2000
Mercer Investment Consulting February 1986 - February 1989
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Policy
The University of Texas at Austin 1981 — 1985
BS, Physics
Hewitt EnnisKnupp, an Aon Company September 2010 - Present
Mountaintop Inn and Resort May 2002 - Present
Ennis Knupp + Associates March 1989 - September 2010
Marquette Associates June 1997 - May 2000
Mercer Investment Consulting February 1986 - February 1989
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Policy
The University of Texas at Austin 1981 — 1985
BS, Physics
Scott Moorhouse Scott Moorhouse's Ennis Knupp & Associates Experience June 2008 - June 2010
Job Consultant Business Intelligence at Fieldglass
Industry Venture Capital & Private Equity
Experience
Fieldglass August 2012 - Present
2x Consumer Products Growth Partners January 2012 - May 2012
Invermaster May 2011 - August 2011
Ennis Knupp & Associates June 2008 - June 2010
Northern Trust November 2006 - May 2008
Fanplastic Molding Company June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Portfolio Management, Customer Analysis, Microsoft SQL Server, R, Strategic Consulting, DCF Valuation, Investments, Asset Allocation, IRR, Venture Capital, Start-ups
Education
University of South Carolina - The Moore School of Business 2010 — 2012
International MBA, Entrepreneurial and Small Business Operations, 3.85
University of Salamanca 2011 — 2011
Spanish
Miami University 2002 — 2006
Bachelor of Science, Finance
Fieldglass August 2012 - Present
2x Consumer Products Growth Partners January 2012 - May 2012
Invermaster May 2011 - August 2011
Ennis Knupp & Associates June 2008 - June 2010
Northern Trust November 2006 - May 2008
Fanplastic Molding Company June 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Private Equity, Business Strategy, Portfolio Management, Customer Analysis, Microsoft SQL Server, R, Strategic Consulting, DCF Valuation, Investments, Asset Allocation, IRR, Venture Capital, Start-ups
Education
University of South Carolina - The Moore School of Business 2010 — 2012
International MBA, Entrepreneurial and Small Business Operations, 3.85
University of Salamanca 2011 — 2011
Spanish
Miami University 2002 — 2006
Bachelor of Science, Finance
PJ Kelly PJ Kelly's Ennis Knupp & Associates Experience August 1996 - April 2012
Job Partner at Hewitt EnnisKnupp
Industry Financial Services
Experience
Hewitt EnnisKnupp June 2010 - Present
Ennis Knupp & Associates August 1996 - April 2012
Bank of Montreal 1995 - 1995
Skills
Endowments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Equities, Fixed Income, Investment Advisory, Portfolio Management, Investments, Mutual Funds, Private Equity, Derivatives, Options
Education
Northern Illinois University 1990 — 1994
BS, Finance
Hewitt EnnisKnupp June 2010 - Present
Ennis Knupp & Associates August 1996 - April 2012
Bank of Montreal 1995 - 1995
Skills
Endowments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Equities, Fixed Income, Investment Advisory, Portfolio Management, Investments, Mutual Funds, Private Equity, Derivatives, Options
Education
Northern Illinois University 1990 — 1994
BS, Finance
Jennifer Gould, CFP®, CRPC®'s Ennis Knupp & Associates Experience 1995 - 1998
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock March 1998 - Present
Merrill Lynch March 1998 - October 2006
Merrill Lynch 1998 - 2006
Ennis Knupp & Associates 1995 - 1998
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Separately Managed..., Asset Management, Investment Management, Financial Services, Retirement Planning, Finance, Securities, Bloomberg, Fixed Income, Equities, Management, Financial Analysis, Process Improvement, Trading, Strategic Planning, Mutual Funds, Alternative Investments, Financial Markets, Financial Advisory
Education
Olivet Nazarene University 2005 — 2007
MBA, Business
Northern Illinois University 1989 — 1995
BS Ed, Special Education
Maria High School
Maria High School
Maria High School
Maria High School
BlackRock March 1998 - Present
Merrill Lynch March 1998 - October 2006
Merrill Lynch 1998 - 2006
Ennis Knupp & Associates 1995 - 1998
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Separately Managed..., Asset Management, Investment Management, Financial Services, Retirement Planning, Finance, Securities, Bloomberg, Fixed Income, Equities, Management, Financial Analysis, Process Improvement, Trading, Strategic Planning, Mutual Funds, Alternative Investments, Financial Markets, Financial Advisory
Education
Olivet Nazarene University 2005 — 2007
MBA, Business
Northern Illinois University 1989 — 1995
BS Ed, Special Education
Maria High School
Maria High School
Maria High School
Maria High School
KC Connors KC Connors's Ennis Knupp & Associates Experience 1990 - 1993
Job NEPC, Philanthropic Practice Director
Industry Investment Management
Experience
NEPC April 2010 - Present
Jeremiah Program 2011 - 2015
The Courage Center September 2007 - September 2013
The Convent of the Visitation School August 2004 - August 2010
Jeffrey Slocum & Associates November 1995 - April 2010
Jeffrey Slocum & Associates 1995 - April 2010
Watson Wyatt 1993 - 1995
Ennis Knupp & Associates 1990 - 1993
Comerica 1988 - 1990
Skills
Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Modeling, Investment Management
Education
The University of Chicago 1998 — 2000
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
NEPC April 2010 - Present
Jeremiah Program 2011 - 2015
The Courage Center September 2007 - September 2013
The Convent of the Visitation School August 2004 - August 2010
Jeffrey Slocum & Associates November 1995 - April 2010
Jeffrey Slocum & Associates 1995 - April 2010
Watson Wyatt 1993 - 1995
Ennis Knupp & Associates 1990 - 1993
Comerica 1988 - 1990
Skills
Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Modeling, Investment Management
Education
The University of Chicago 1998 — 2000
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
Kristin Zaslavsky Kristin Zaslavsky's Ennis Knupp & Associates Experience December 2004 - August 2005
Job Digital Marketing Consultant | Social Media Strategist | Small Business Consulting at Eli Rose Social Media
Industry Marketing and Advertising
Experience
Eli Rose Social Media January 2011 - Present
Deloitte & Touche LLP September 2005 - February 2013
Ennis Knupp + Associates December 2004 - August 2005
Deloitte & Touche LLP June 2003 - December 2004
Skills
SMO, Vendor Management, Strategy, Financial Analysis, Loyalty Marketing, Performance Improvement, Marketing Operations, Cross-functional Team..., Analytics, Marketing Strategy, Social Media Marketing, Management Consulting, Integrated Marketing, Blogging, Strategic Planning, Marketing, Facebook, Social Networking, Digital Marketing, Email Marketing, SEO, Leadership, Management, Marketing Management, Online Marketing, Creative Direction, Lead Generation, Web Design
Education
DePaul University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Finance
Eli Rose Social Media January 2011 - Present
Deloitte & Touche LLP September 2005 - February 2013
Ennis Knupp + Associates December 2004 - August 2005
Deloitte & Touche LLP June 2003 - December 2004
Skills
SMO, Vendor Management, Strategy, Financial Analysis, Loyalty Marketing, Performance Improvement, Marketing Operations, Cross-functional Team..., Analytics, Marketing Strategy, Social Media Marketing, Management Consulting, Integrated Marketing, Blogging, Strategic Planning, Marketing, Facebook, Social Networking, Digital Marketing, Email Marketing, SEO, Leadership, Management, Marketing Management, Online Marketing, Creative Direction, Lead Generation, Web Design
Education
DePaul University 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Finance
Neil McAllister's Ennis Knupp & Associates Experience 2000 - 2004
Job Senior Client Account Manager at Morningstar
Industry Financial Services
Experience
Morningstar September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments April 2011 - January 2014
Car Gallery, Inc. September 2004 - April 2011
Ennis Knupp & Associates 2000 - 2004
Skills
Mutual Funds, Asset Allocation, Investment Management, Investments, Investment Strategies, Asset Management, Equities, Hedge Funds, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Business Administration, MIS
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Business Administration, Management Information Systems
Morningstar September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments April 2011 - January 2014
Car Gallery, Inc. September 2004 - April 2011
Ennis Knupp & Associates 2000 - 2004
Skills
Mutual Funds, Asset Allocation, Investment Management, Investments, Investment Strategies, Asset Management, Equities, Hedge Funds, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Business Administration, MIS
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Business Administration, Management Information Systems
Alex McCarthy Alex McCarthy's Ennis Knupp & Associates Experience September 2009 - August 2010
Job Senior Procurement Analyst at Niagara Bottling
Industry Food & Beverages
Experience
Niagara Bottling July 2015 - Present
Niagara Bottling July 2014 - June 2015
Niagara Bottling, LLC June 2013 - July 2014
Niagara Bottling, LLC May 2012 - June 2013
Aon Hewitt September 2010 - August 2011
Ennis Knupp & Associates September 2009 - August 2010
PwC September 2006 - March 2008
Skills
Management, Microsoft Excel, Strategic Planning, Forecasting, PowerPoint, Auditing, Business Analysis, Financial Modeling, Leadership, Finance, Corporate Finance, Financial Analysis, Accounting, Analysis, Data Analysis, Economics, Financial Reporting, Process Improvement, Negotiation, Excel, Systems Improvement, Audit, Access, Public Speaking
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
MBA, Business Administration and Management, General
University of California, Santa Cruz 2003 — 2004
Exchange Program, Economics
Massey University 2002 — 2004
Bachelor of Applied Economics, Economics
Niagara Bottling July 2015 - Present
Niagara Bottling July 2014 - June 2015
Niagara Bottling, LLC June 2013 - July 2014
Niagara Bottling, LLC May 2012 - June 2013
Aon Hewitt September 2010 - August 2011
Ennis Knupp & Associates September 2009 - August 2010
PwC September 2006 - March 2008
Skills
Management, Microsoft Excel, Strategic Planning, Forecasting, PowerPoint, Auditing, Business Analysis, Financial Modeling, Leadership, Finance, Corporate Finance, Financial Analysis, Accounting, Analysis, Data Analysis, Economics, Financial Reporting, Process Improvement, Negotiation, Excel, Systems Improvement, Audit, Access, Public Speaking
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
MBA, Business Administration and Management, General
University of California, Santa Cruz 2003 — 2004
Exchange Program, Economics
Massey University 2002 — 2004
Bachelor of Applied Economics, Economics
Gail Harrington Gail Harrington's Ennis Knupp & Associates Experience 2006 - 2006
Job Human Capital Consultant l Senior HR Business Partner l Benefits Specialist l Project Management Lead
Industry Human Resources
Experience
Resources Global Professionals January 2010 - September 2011
H2O Plus, L.L.C. January 2007 - April 2009
Ennis Knupp & Associates 2006 - 2006
United Stationers 2004 - 2004
US Cellular 2001 - 2004
Audio Visual Services Corporation (PSAV Presentation Services) 1998 - 2000
Heidrick & Struggles 1991 - 1996
Apple 1987 - 1990
American Broadcasting Companies 1982 - 1986
Education
Trinity University-Washington 1974 — 1977
BA, Sociology - Community Mental Health
Saint Mary-of-the-Woods College 1973 — 1974
Resources Global Professionals January 2010 - September 2011
H2O Plus, L.L.C. January 2007 - April 2009
Ennis Knupp & Associates 2006 - 2006
United Stationers 2004 - 2004
US Cellular 2001 - 2004
Audio Visual Services Corporation (PSAV Presentation Services) 1998 - 2000
Heidrick & Struggles 1991 - 1996
Apple 1987 - 1990
American Broadcasting Companies 1982 - 1986
Education
Trinity University-Washington 1974 — 1977
BA, Sociology - Community Mental Health
Saint Mary-of-the-Woods College 1973 — 1974
Samuel Keller's Ennis Knupp & Associates Experience May 2007 - July 2009
Job Director at RapiDemand Corp.
Industry Investment Banking
Experience
RapiDemand Corp. October 2011 - Present
Long Grove Ventures November 2010 - October 2011
Analysts International Corporation (AIC) December 2009 - November 2010
RapiDemand Corp. July 2009 - December 2009
Ennis Knupp & Associates May 2007 - July 2009
Skills
Financial Modeling, Due Diligence, Investments, Asset Managment, Private Equity, Alternative Investments, Venture Capital, Start-ups, Mergers & Acquisitions, Corporate Development, Valuation, Financial Analysis
Education
Northern Illinois University
B.S., Economics
Investment Banking Institute
RapiDemand Corp. October 2011 - Present
Long Grove Ventures November 2010 - October 2011
Analysts International Corporation (AIC) December 2009 - November 2010
RapiDemand Corp. July 2009 - December 2009
Ennis Knupp & Associates May 2007 - July 2009
Skills
Financial Modeling, Due Diligence, Investments, Asset Managment, Private Equity, Alternative Investments, Venture Capital, Start-ups, Mergers & Acquisitions, Corporate Development, Valuation, Financial Analysis
Education
Northern Illinois University
B.S., Economics
Investment Banking Institute
Keith Black, PhD, CFA, CAIA Keith Black, PhD, CFA, CAIA's Ennis Knupp & Associates Experience April 2007 - October 2010
Job CAIA Association
Industry Investment Management
Experience
CAIA Association October 2013 - Present
CAIA Association September 2012 - September 2013
CAIA Association October 2010 - September 2012
Ennis Knupp April 2007 - October 2010
Ennis Knupp & Associates April 2007 - October 2010
Illinois Institute of Technology 1999 - 2007
Chicago Investment Analytics 1996 - 2000
Chicago Board of Trade 1996 - 1996
Hull Trading Company 1993 - 1995
First Chicago Capital Markets 1990 - 1993
Skills
Hedge Funds, Options, Derivatives, Portfolio Management, Alternative Investments, Commodities, Managed Futures, Expert Witness, Pension Funds, Endowments and..., Investment Consulting, Financial Markets, Investment Management, Asset Allocation, Commodity, Equities, Investments, Trading, Options Strategies, Hedging, Equity Valuation, Due Diligence, Trading Strategies, Private Equity, Bonds, Investment Advisory..., Mutual Funds
Education
Illinois Institute of Technology 1996 — 2010
PhD, Management Science/Finance
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance and Operations Research
Whittier College 1984 — 1988
BA, Math/Computer Science, Economics
CAIA Association October 2013 - Present
CAIA Association September 2012 - September 2013
CAIA Association October 2010 - September 2012
Ennis Knupp April 2007 - October 2010
Ennis Knupp & Associates April 2007 - October 2010
Illinois Institute of Technology 1999 - 2007
Chicago Investment Analytics 1996 - 2000
Chicago Board of Trade 1996 - 1996
Hull Trading Company 1993 - 1995
First Chicago Capital Markets 1990 - 1993
Skills
Hedge Funds, Options, Derivatives, Portfolio Management, Alternative Investments, Commodities, Managed Futures, Expert Witness, Pension Funds, Endowments and..., Investment Consulting, Financial Markets, Investment Management, Asset Allocation, Commodity, Equities, Investments, Trading, Options Strategies, Hedging, Equity Valuation, Due Diligence, Trading Strategies, Private Equity, Bonds, Investment Advisory..., Mutual Funds
Education
Illinois Institute of Technology 1996 — 2010
PhD, Management Science/Finance
Carnegie Mellon University - Tepper School of Business 1988 — 1990
MBA, Finance and Operations Research
Whittier College 1984 — 1988
BA, Math/Computer Science, Economics
Daniel Simon, CFA, CAIA Daniel Simon, CFA, CAIA's Ennis Knupp & Associates Experience September 1996 - June 2000
Job Senior Consultant, Director of Delegated Services at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates June 2000 - Present
Ennis Knupp & Associates September 1996 - June 2000
Skills
Alternative Investments, Hedge Funds, Investments, Investment Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Strategies, Private Equity, Fixed Income, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Ellwood Associates June 2000 - Present
Ennis Knupp & Associates September 1996 - June 2000
Skills
Alternative Investments, Hedge Funds, Investments, Investment Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Strategies, Private Equity, Fixed Income, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
John Bloome John Bloome's Ennis Knupp & Associates Experience 1998 - 2000
Job Senior Customer Support Manager at Firm58
Industry Computer Software
Experience
Firm58 August 2013 - Present
Firm58 August 2008 - August 2013
SunGard December 2005 - August 2008
Duff & Phelps Investment Management Co. 2001 - 2005
Zurich Scudder Investments 2000 - 2001
Ennis Knupp & Associates 1998 - 2000
Skills
Mutual Funds, Databases, Software Documentation, Business Analysis, Fixed Income, Derivatives, Financial Services, SQL, SaaS, Solution Architecture, Cloud Computing, Unix, Electronic Trading, Software Project..., Integration, Agile Methodologies
Education
Illinois State University 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Firm58 August 2013 - Present
Firm58 August 2008 - August 2013
SunGard December 2005 - August 2008
Duff & Phelps Investment Management Co. 2001 - 2005
Zurich Scudder Investments 2000 - 2001
Ennis Knupp & Associates 1998 - 2000
Skills
Mutual Funds, Databases, Software Documentation, Business Analysis, Fixed Income, Derivatives, Financial Services, SQL, SaaS, Solution Architecture, Cloud Computing, Unix, Electronic Trading, Software Project..., Integration, Agile Methodologies
Education
Illinois State University 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Kristen Wiberg Kristen Wiberg's Ennis Knupp & Associates Experience 1989 - 1991
Job Business Development and Account Management Executive; Financial Services
Industry Financial Services
Experience
Algomi April 2015 - Present
IMATCHATIVE INC. April 2014 - August 2014
S&P Capital IQ September 2009 - April 2014
Thomson Reuters May 2005 - September 2009
Phoenix Global Advisors, LLC August 2002 - December 2004
BrokerTec Futures September 2001 - August 2002
Bear Stearns 1994 - 2001
Credit Suisse (Formerly CS First Boston) 1992 - 1994
William Blair & Company 1991 - 1992
Ennis Knupp & Associates 1989 - 1991
Skills
Fixed Income, Equities, Financial Markets, ETFs, Trading, Bloomberg, Derivatives, Hedge Funds, Business Development, Portfolio Management, Electronic Trading, Strategic Planning, Team Management, Financial Services, Cross-functional Team..., Foreign Exchange, Market Data, Options, Investment Banking, Asset Management, Mutual Funds, Economics, Capital Markets, Commodity, Investments, Equity Research, Commodity Markets, Syndications, Investment Management, Proprietary Trading, Strategy, Alternative Investments, Relationship Management, Stakeholder Management, Stakeholder Engagement, Sales, Customer Relations
Education
University of Illinois at Chicago 1988 — 1991
BS, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Bachelor of Science, Finance and Marketing
Richards 1982 — 1986
Algomi April 2015 - Present
IMATCHATIVE INC. April 2014 - August 2014
S&P Capital IQ September 2009 - April 2014
Thomson Reuters May 2005 - September 2009
Phoenix Global Advisors, LLC August 2002 - December 2004
BrokerTec Futures September 2001 - August 2002
Bear Stearns 1994 - 2001
Credit Suisse (Formerly CS First Boston) 1992 - 1994
William Blair & Company 1991 - 1992
Ennis Knupp & Associates 1989 - 1991
Skills
Fixed Income, Equities, Financial Markets, ETFs, Trading, Bloomberg, Derivatives, Hedge Funds, Business Development, Portfolio Management, Electronic Trading, Strategic Planning, Team Management, Financial Services, Cross-functional Team..., Foreign Exchange, Market Data, Options, Investment Banking, Asset Management, Mutual Funds, Economics, Capital Markets, Commodity, Investments, Equity Research, Commodity Markets, Syndications, Investment Management, Proprietary Trading, Strategy, Alternative Investments, Relationship Management, Stakeholder Management, Stakeholder Engagement, Sales, Customer Relations
Education
University of Illinois at Chicago 1988 — 1991
BS, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Bachelor of Science, Finance and Marketing
Richards 1982 — 1986
Scott Kenagy Scott Kenagy's Ennis Knupp & Associates Experience 1993 - 1997
Job SVP, Outsourced CIO, Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management 2013 - Present
Grosvenor Capital Management 1997 - 2012
Ennis Knupp & Associates 1993 - 1997
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Risk Management, Asset Allocation, Fund Of Funds, Asset Management, Investment Management, Due Diligence, Portfolio Optimization, Investor Relations, Chartered Financial..., Manager Research, Portfolio Analysis, Secondary Hedge Fund..., Hedging, Investment Advisory..., Investment Consulting, Management, New Business Development, Business Process Design, Business Process..., Defined contribtion..., Endowment fund..., Pension fund management, Outsourced CIO, Chief Investment Officer
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (MBA), Finance
University of Chicago 1989 — 1992
Bachelor's degree, Economics
Northern Trust Asset Management 2013 - Present
Grosvenor Capital Management 1997 - 2012
Ennis Knupp & Associates 1993 - 1997
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Risk Management, Asset Allocation, Fund Of Funds, Asset Management, Investment Management, Due Diligence, Portfolio Optimization, Investor Relations, Chartered Financial..., Manager Research, Portfolio Analysis, Secondary Hedge Fund..., Hedging, Investment Advisory..., Investment Consulting, Management, New Business Development, Business Process Design, Business Process..., Defined contribtion..., Endowment fund..., Pension fund management, Outsourced CIO, Chief Investment Officer
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (MBA), Finance
University of Chicago 1989 — 1992
Bachelor's degree, Economics
Tyler Wilton, CFA's Ennis Knupp & Associates Experience December 2006 - July 2011
Job Deutsche Asset Management (RREEF)
Industry Investment Management
Experience
Deutsche Asset Management July 2011 - Present
Ennis Knupp & Associates December 2006 - July 2011
Skills
Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Portfolio Management, Risk Management, Securities, Valuation, Asset Management, Financial Analysis
Education
Central Michigan University 2002 — 2006
B.A., Finance
Deutsche Asset Management July 2011 - Present
Ennis Knupp & Associates December 2006 - July 2011
Skills
Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Portfolio Management, Risk Management, Securities, Valuation, Asset Management, Financial Analysis
Education
Central Michigan University 2002 — 2006
B.A., Finance
Kevin Jestice, CFA, CIPM Kevin Jestice, CFA, CIPM's Ennis Knupp & Associates Experience June 2002 - June 2007
Job Principal, Head of Institutional Advisory Services
Industry Investment Management
Experience
Vanguard March 2013 - Present
Vanguard March 2012 - March 2013
Vanguard November 2010 - March 2012
Vanguard April 2008 - November 2010
Vanguard June 2007 - April 2008
Ennis Knupp & Associates June 2002 - June 2007
Skills
Investment Management, Alternative Investments, Business Strategy, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Valuation, Financial Services, Series 7, Private Equity, Fixed Income, Equities
Education
Wharton, University of Pennsylvania 2010 — 2012
MBA with honors
Loras College 1998 — 2002
Honors Degrees in Finance and Management
Vanguard March 2013 - Present
Vanguard March 2012 - March 2013
Vanguard November 2010 - March 2012
Vanguard April 2008 - November 2010
Vanguard June 2007 - April 2008
Ennis Knupp & Associates June 2002 - June 2007
Skills
Investment Management, Alternative Investments, Business Strategy, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Valuation, Financial Services, Series 7, Private Equity, Fixed Income, Equities
Education
Wharton, University of Pennsylvania 2010 — 2012
MBA with honors
Loras College 1998 — 2002
Honors Degrees in Finance and Management
Michael Haluszczak Michael Haluszczak's Ennis Knupp & Associates Experience 2007 - 2009
Job Consultant at SteelBridge Ventures Consulting
Industry Venture Capital & Private Equity
Experience
SteelBridge Consulting 2010 - Present
Ennis Knupp & Associates 2007 - 2009
IKEA 2003 - 2006
Skills
Software Implementation, Data Reconciliation, Regulatory Compliance, Account Inventory..., Metric Reporting, SunGard Investran..., SmartStream TLM software, Capital Markets..., Asset Manager and..., Efficient Frontier..., Asset Allocation/ Asset...
Education
St. Lawrence University 2005 — 2007
B.A., Economics, Speech & Theatre
Robert Morris University 2003 — 2005
Accounting
Wall St. Training
Advanced Excel for Data Analysis, Microsoft Office Excel
SteelBridge Consulting 2010 - Present
Ennis Knupp & Associates 2007 - 2009
IKEA 2003 - 2006
Skills
Software Implementation, Data Reconciliation, Regulatory Compliance, Account Inventory..., Metric Reporting, SunGard Investran..., SmartStream TLM software, Capital Markets..., Asset Manager and..., Efficient Frontier..., Asset Allocation/ Asset...
Education
St. Lawrence University 2005 — 2007
B.A., Economics, Speech & Theatre
Robert Morris University 2003 — 2005
Accounting
Wall St. Training
Advanced Excel for Data Analysis, Microsoft Office Excel
Eric Kuhl Eric Kuhl's Ennis Knupp & Associates Experience January 2010 - September 2011
Job Director of Patient Accounting at Lawndale Christian Health Center
Industry Hospital & Health Care
Experience
Lawndale Christian Health Center August 2011 - Present
Ennis Knupp & Associates January 2010 - September 2011
Ennis Knupp & Associates January 2009 - January 2010
Ennis Knupp & Associates January 2008 - December 2008
Opportunity International October 2007 - December 2007
Deer Valley Ranch May 2007 - September 2007
Food for the Hungry June 2006 - December 2006
Skills
Financial Analysis, Training, Management, Financial Modeling, Leadership, Research, Strategic Planning, Microsoft Excel, Accounting, Policy, Budgets, Portfolio Management, Nonprofits, Analysis, Investments, Project Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Management, Economics, Operations, Int'l Business
Wheaton College 2003 — 2007
BA, Economics, Global Development, Christian Ministry
Lawndale Christian Health Center August 2011 - Present
Ennis Knupp & Associates January 2010 - September 2011
Ennis Knupp & Associates January 2009 - January 2010
Ennis Knupp & Associates January 2008 - December 2008
Opportunity International October 2007 - December 2007
Deer Valley Ranch May 2007 - September 2007
Food for the Hungry June 2006 - December 2006
Skills
Financial Analysis, Training, Management, Financial Modeling, Leadership, Research, Strategic Planning, Microsoft Excel, Accounting, Policy, Budgets, Portfolio Management, Nonprofits, Analysis, Investments, Project Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Management, Economics, Operations, Int'l Business
Wheaton College 2003 — 2007
BA, Economics, Global Development, Christian Ministry
Satya Kumar Satya Kumar's Ennis Knupp & Associates Experience January 2010 - August 2010
Job Allianz Global Investors Head of Solutions U.S.
Industry Investment Management
Experience
Allianz Global Investors July 2015 - Present
Aon Hewitt September 2010 - June 2015
Ennis Knupp & Associates January 2010 - August 2010
Ennis Knupp & Associates January 2006 - December 2009
Ennis Knupp & Associates September 2004 - December 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Asset Allocation, Investment Management, Investment Strategies, Institutional..., Investment Advisory, Mutual Funds, Asset Management, Investments, Pension Funds, Portfolio Management, Private Equity
Education
CFA Institute 2003 — 2006
CFA- Chartered Financial Analyst
Illinois Institute of Technology 2000 — 2002
MS, Finance
The Institute of Chartered Accountants of India 1996 — 2000
ACA - Associate Member of the Institute of Chartered Accountants of India, Accounting and Finance
University of Madras 1995 — 1998
Bachelor of Commerce (B.Com.)
Allianz Global Investors July 2015 - Present
Aon Hewitt September 2010 - June 2015
Ennis Knupp & Associates January 2010 - August 2010
Ennis Knupp & Associates January 2006 - December 2009
Ennis Knupp & Associates September 2004 - December 2005
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Asset Allocation, Investment Management, Investment Strategies, Institutional..., Investment Advisory, Mutual Funds, Asset Management, Investments, Pension Funds, Portfolio Management, Private Equity
Education
CFA Institute 2003 — 2006
CFA- Chartered Financial Analyst
Illinois Institute of Technology 2000 — 2002
MS, Finance
The Institute of Chartered Accountants of India 1996 — 2000
ACA - Associate Member of the Institute of Chartered Accountants of India, Accounting and Finance
University of Madras 1995 — 1998
Bachelor of Commerce (B.Com.)
Mark Selby's Ennis Knupp & Associates Experience January 2009 - December 2009
Job Client Service Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2013 - Present
Hewitt EnnisKnupp January 2010 - April 2013
Ennis Knupp & Associates January 2009 - December 2009
Ennis Knupp & Associates November 2007 - December 2008
Skills
Investments, Asset Allocation, Investment Strategies, Valuation, Due Diligence, Equities, Investment Management
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
Illinois State University 2003 — 2007
BS, Finance, Economics
William Blair & Company May 2013 - Present
Hewitt EnnisKnupp January 2010 - April 2013
Ennis Knupp & Associates January 2009 - December 2009
Ennis Knupp & Associates November 2007 - December 2008
Skills
Investments, Asset Allocation, Investment Strategies, Valuation, Due Diligence, Equities, Investment Management
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
Illinois State University 2003 — 2007
BS, Finance, Economics
John McClenahan's Ennis Knupp & Associates Experience March 1997 - March 2000
Job Head of Risk Management
Industry Investment Management
Experience
Calamos Investments February 2013 - Present
George Weiss Associates June 2011 - February 2013
JAI Capital Management December 2008 - May 2011
The Torrey Funds August 2007 - November 2008
North Sound Capital Management June 2004 - July 2007
Andor Capital Management October 2001 - June 2004
InvestorForce March 2000 - July 2001
Ennis Knupp & Associates March 1997 - March 2000
Arthur Andersen & Co. 1995 - 1997
Skills
Risk Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Trading, Bloomberg, Financial Risk, Financial Services, Equities, Fixed Income, Due Diligence, Performance Attribution, Portfolio Management, Data Analysis, Business Analysis, VBA, Access, Eze Castle, SSRS, SQL, Derivatives, Excel, Microsoft Excel, Geneva, Form PF, MIK Data..., Investor Analytics, Bloomberg PORT, BarraOne, Citi GRAM, Northfield, Asset Management
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA; MPAcc
Tulane University 1987 — 1991
B.A.
Calamos Investments February 2013 - Present
George Weiss Associates June 2011 - February 2013
JAI Capital Management December 2008 - May 2011
The Torrey Funds August 2007 - November 2008
North Sound Capital Management June 2004 - July 2007
Andor Capital Management October 2001 - June 2004
InvestorForce March 2000 - July 2001
Ennis Knupp & Associates March 1997 - March 2000
Arthur Andersen & Co. 1995 - 1997
Skills
Risk Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Trading, Bloomberg, Financial Risk, Financial Services, Equities, Fixed Income, Due Diligence, Performance Attribution, Portfolio Management, Data Analysis, Business Analysis, VBA, Access, Eze Castle, SSRS, SQL, Derivatives, Excel, Microsoft Excel, Geneva, Form PF, MIK Data..., Investor Analytics, Bloomberg PORT, BarraOne, Citi GRAM, Northfield, Asset Management
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA; MPAcc
Tulane University 1987 — 1991
B.A.
Jason Einck's Ennis Knupp & Associates Experience October 2005 - January 2007
Job Director of Private Equity
Industry Investment Management
Experience
Kinship Trust Company, LLC February 2007 - Present
Ennis Knupp & Associates October 2005 - January 2007
Stratford Advisory Group August 2002 - October 2005
Skills
Private Equity, Equities, Portfolio Management, Hedge Funds, Venture Capital, Alternative Investments, Asset Management, Buyouts, Investments, Due Diligence, Investment Management, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
DePaul University 1997 — 2001
BS
Kinship Trust Company, LLC February 2007 - Present
Ennis Knupp & Associates October 2005 - January 2007
Stratford Advisory Group August 2002 - October 2005
Skills
Private Equity, Equities, Portfolio Management, Hedge Funds, Venture Capital, Alternative Investments, Asset Management, Buyouts, Investments, Due Diligence, Investment Management, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA
DePaul University 1997 — 2001
BS
Kecia Sammons's Ennis Knupp & Associates Experience June 2007 - July 2008
Job Credit Underwriter II at FirstMerit Bank
Industry Commercial Real Estate
Experience
FirstMerit Bank July 2014 - Present
Midwest Bank & Trust Company (now part of FirstMerit Bank) November 2009 - Present
American Realty Advisors August 2008 - January 2009
Ennis Knupp + Associates June 2007 - July 2008
Equity Office January 2004 - April 2007
Equity International Properties, Ltd November 1998 - November 2003
Amerin Guaranty Corporation September 1997 - September 1998
Phoenix Life Insurance Company 1995 - 1996
Skills
Asset Managment, Investments, Research, Market Research, Asset Management, Analytics, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
M.B.A., Real Estate Finance and Investment
Trinity College-Hartford 1992 — 1996
B.A., Economics
Mother McAuley Liberal Arts High School
FirstMerit Bank July 2014 - Present
Midwest Bank & Trust Company (now part of FirstMerit Bank) November 2009 - Present
American Realty Advisors August 2008 - January 2009
Ennis Knupp + Associates June 2007 - July 2008
Equity Office January 2004 - April 2007
Equity International Properties, Ltd November 1998 - November 2003
Amerin Guaranty Corporation September 1997 - September 1998
Phoenix Life Insurance Company 1995 - 1996
Skills
Asset Managment, Investments, Research, Market Research, Asset Management, Analytics, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
M.B.A., Real Estate Finance and Investment
Trinity College-Hartford 1992 — 1996
B.A., Economics
Mother McAuley Liberal Arts High School
Jacob Rossof, CFA, FRM, PRM's Ennis Knupp & Associates Experience November 1996 - December 1999
Job Chief Risk Officer at Kettera Strategies
Industry Investment Management
Experience
Kettera Strategies April 2015 - Present
Silveus Financial, LLC December 2012 - June 2015
Origami Capital Partners, LLC February 2009 - July 2012
Man Investments September 2006 - December 2008
Guidance Capital LLC 2001 - 2006
Morgan Stanley November 1999 - August 2001
Ennis Knupp & Associates November 1996 - December 1999
Nuveen Investments 1993 - 1995
Skills
Equities, Private Equity, Hedge Funds, Investments, Alternative Investments, LBO, Asset Management, Fund Of Funds, Portfolio Management, Fixed Income, Corporate Finance, Asset Allocation, Asset Managment, Risk Management, Structured Products, Derivatives, Options, Investment Management, Investment Strategies, Capital Markets, Financial Markets, Hedging, Commodity, Trading, Equity Derivatives, Bonds, Securities, Emerging Markets
Education
Boston University 1988 — 1992
BA/MA, Economics
DePaul University
MS, Applied Mathematics
Francis W. Parker School
Kettera Strategies April 2015 - Present
Silveus Financial, LLC December 2012 - June 2015
Origami Capital Partners, LLC February 2009 - July 2012
Man Investments September 2006 - December 2008
Guidance Capital LLC 2001 - 2006
Morgan Stanley November 1999 - August 2001
Ennis Knupp & Associates November 1996 - December 1999
Nuveen Investments 1993 - 1995
Skills
Equities, Private Equity, Hedge Funds, Investments, Alternative Investments, LBO, Asset Management, Fund Of Funds, Portfolio Management, Fixed Income, Corporate Finance, Asset Allocation, Asset Managment, Risk Management, Structured Products, Derivatives, Options, Investment Management, Investment Strategies, Capital Markets, Financial Markets, Hedging, Commodity, Trading, Equity Derivatives, Bonds, Securities, Emerging Markets
Education
Boston University 1988 — 1992
BA/MA, Economics
DePaul University
MS, Applied Mathematics
Francis W. Parker School
Justin Mier's Ennis Knupp & Associates Experience 2003 - March 2007
Job Investment Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson September 2011 - Present
Towers Watson April 2007 - September 2011
Ennis Knupp & Associates 2003 - March 2007
Morgan Stanley 2002 - 2003
Education
University of Michigan-Dearborn 1999 — 2003
Towers Watson September 2011 - Present
Towers Watson April 2007 - September 2011
Ennis Knupp & Associates 2003 - March 2007
Morgan Stanley 2002 - 2003
Education
University of Michigan-Dearborn 1999 — 2003
Nathan Zinn's Ennis Knupp & Associates Experience 2003 - 2006
Job Managing Director at CBRE Global Investors
Industry Real Estate
Experience
CBRE Global Investors 2014 - Present
Teacher Retirement System of Texas 2010 - 2014
LaSalle Investment Management 2006 - 2009
Ennis Knupp & Associates 2003 - 2006
Jones Lang LaSalle 1998 - 2003
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance
CBRE Global Investors 2014 - Present
Teacher Retirement System of Texas 2010 - 2014
LaSalle Investment Management 2006 - 2009
Ennis Knupp & Associates 2003 - 2006
Jones Lang LaSalle 1998 - 2003
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance
Jaime Leivers, CFA's Ennis Knupp & Associates Experience February 2000 - May 2001
Job Fixed Income Portfolio Analyst at AmTrust Financial Services, Inc. (AFSI)
Industry Investment Management
Experience
M. Safra June 2006 - December 2009
Mesirow Financial June 2001 - June 2006
Ennis Knupp & Associates February 2000 - May 2001
Skills
Hedge Funds, Equities, Fixed Income, Risk Management, Derivatives, Portfolio Management, Investments, Fund Of Funds, Alternative Investments, Bloomberg, Trading, Options, FX Options, Asset Allocation, Valuation
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance and Economics, 3.0 GPA
University of Illinois at Urbana-Champaign 1996 — 1999
Bachelor of Arts (B.A.), Finance, General
M. Safra June 2006 - December 2009
Mesirow Financial June 2001 - June 2006
Ennis Knupp & Associates February 2000 - May 2001
Skills
Hedge Funds, Equities, Fixed Income, Risk Management, Derivatives, Portfolio Management, Investments, Fund Of Funds, Alternative Investments, Bloomberg, Trading, Options, FX Options, Asset Allocation, Valuation
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Finance and Economics, 3.0 GPA
University of Illinois at Urbana-Champaign 1996 — 1999
Bachelor of Arts (B.A.), Finance, General
Tim Bodnar's Ennis Knupp & Associates Experience February 2005 - March 2006
Job Managing Director Huron Investments
Industry Financial Services
Experience
Huron Investments July 2009 - Present
Zacks Investment Research March 2006 - May 2009
Ennis Knupp & Associates February 2005 - March 2006
EKA January 2005 - March 2006
ECHOTRADE February 2003 - January 2005
Skills
Trading, Consulting, Investments, Financial Markets, Equities, Financial Analysis, Options, Financial Modeling, Risk Management, Hedge Funds, Alternative Investments, Finance, Due Diligence, Securities, Asset Management
Education
NYU College of Financial Planning 2012 — 2012
Ball State University - College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
Huron Investments July 2009 - Present
Zacks Investment Research March 2006 - May 2009
Ennis Knupp & Associates February 2005 - March 2006
EKA January 2005 - March 2006
ECHOTRADE February 2003 - January 2005
Skills
Trading, Consulting, Investments, Financial Markets, Equities, Financial Analysis, Options, Financial Modeling, Risk Management, Hedge Funds, Alternative Investments, Finance, Due Diligence, Securities, Asset Management
Education
NYU College of Financial Planning 2012 — 2012
Ball State University - College of Business 1998 — 2002
Bachelor of Science (BS), Finance, General
Sudhakar Attaluri's Ennis Knupp & Associates Experience December 2008 - August 2010
Job Associate Partner at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt April 2015 - Present
Hewitt EnnisKnupp September 2010 - March 2015
Ennis Knupp & Associates December 2008 - August 2010
Ennis Knupp & Associates January 2006 - December 2008
Ennis Knupp & Associates September 2003 - December 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Asset Allocation, Investments, Derivatives, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Asset Management
Education
Illinois Institute of Technology 2001 — 2003
M.S., Finance
Birla Institute of Technology and Science, Pilani 1996 — 2000
M.Sc, Finance
Aon Hewitt April 2015 - Present
Hewitt EnnisKnupp September 2010 - March 2015
Ennis Knupp & Associates December 2008 - August 2010
Ennis Knupp & Associates January 2006 - December 2008
Ennis Knupp & Associates September 2003 - December 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Asset Allocation, Investments, Derivatives, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Asset Management
Education
Illinois Institute of Technology 2001 — 2003
M.S., Finance
Birla Institute of Technology and Science, Pilani 1996 — 2000
M.Sc, Finance
Priya Ghatnekar's Ennis Knupp & Associates Experience 2004 - 2007
Job Consultant at The Alexander Group
Industry Management Consulting
Experience
The Alexander Group April 2013 - Present
UBS Global Asset Management January 2013 - April 2013
Towers Watson 2010 - January 2013
Marco Consulting Group March 2008 - October 2009
Marco Consulting Group August 2007 - March 2008
Ennis Knupp & Associates 2004 - 2007
Skills
Equities, Financial Analysis, Investments, Due Diligence, Fixed Income, Capital Markets, Investment Strategies, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Mutual Funds, Strategy, Risk Management, Management Consulting, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Shady Side Academy
The George Washington University
The Alexander Group April 2013 - Present
UBS Global Asset Management January 2013 - April 2013
Towers Watson 2010 - January 2013
Marco Consulting Group March 2008 - October 2009
Marco Consulting Group August 2007 - March 2008
Ennis Knupp & Associates 2004 - 2007
Skills
Equities, Financial Analysis, Investments, Due Diligence, Fixed Income, Capital Markets, Investment Strategies, Equity Research, Corporate Finance, Financial Services, Emerging Markets, Mutual Funds, Strategy, Risk Management, Management Consulting, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
Shady Side Academy
The George Washington University
Jenn Nam's Ennis Knupp & Associates Experience December 2004 - September 2006
Job Consulting Actuary at EY
Industry Insurance
Experience
EY August 2013 - Present
Lincoln Financial Group October 2012 - June 2013
EY May 2010 - September 2012
Allstate Financial March 2007 - May 2010
CNA Insurance September 2006 - March 2007
Ennis Knupp & Associates December 2004 - September 2006
Skills
Financial Modeling, Actuarial Science, ALM, Investments, Economic Capital, Insurance
Education
Loyola University Chicago 2001 — 2004
BS, Statistics
EY August 2013 - Present
Lincoln Financial Group October 2012 - June 2013
EY May 2010 - September 2012
Allstate Financial March 2007 - May 2010
CNA Insurance September 2006 - March 2007
Ennis Knupp & Associates December 2004 - September 2006
Skills
Financial Modeling, Actuarial Science, ALM, Investments, Economic Capital, Insurance
Education
Loyola University Chicago 2001 — 2004
BS, Statistics
Joanne Dodd's Ennis Knupp & Associates Experience 1984 - 1993
Job Senior Vice President / Relationship Manager at Capital Group
Industry Investment Management
Experience
Capital Group March 2014 - Present
Northern Trust August 2009 - March 2014
UBS Global Asset Management January 2003 - August 2009
State Street Research January 1998 - December 2002
Ennis Knupp & Associates 1984 - 1993
Education
Loyola University of Chicago 1985 — 1988
MBA
Elmhurst College 1980 — 1984
BS, Finance/Economics
Capital Group March 2014 - Present
Northern Trust August 2009 - March 2014
UBS Global Asset Management January 2003 - August 2009
State Street Research January 1998 - December 2002
Ennis Knupp & Associates 1984 - 1993
Education
Loyola University of Chicago 1985 — 1988
MBA
Elmhurst College 1980 — 1984
BS, Finance/Economics
Deirdre Sebastian's Ennis Knupp & Associates Experience October 1998 - February 2001
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Director of MarketingRogers CaseyFebruary 2001 - August 2003
Ennis Knupp & Associates October 1998 - February 2001
Education
Keller Graduate School of Management of DeVry University
Northern Trust Director of MarketingRogers CaseyFebruary 2001 - August 2003
Ennis Knupp & Associates October 1998 - February 2001
Education
Keller Graduate School of Management of DeVry University
Stephanie Keenan's Ennis Knupp & Associates Experience March 2009 - September 2010
Job Marketing Associate at William Blair and Company
Industry Investment Management
Experience
William Blair and Company August 2010 - Present
Ennis Knupp & Associates March 2009 - September 2010
William Blair & Company April 2007 - December 2008
CVS/Caremark April 2003 - April 2007
Skills
Marketing, Editing, Leadership, Management, Project Management, Analysis, Proposal Writing, Public Speaking
Education
Aveda Institute-Chicago 2013 — 2014
Cosmetology license, Cosmetology, Barber/Styling, and Nail Instructor
Bradley University 1998 — 2002
B.S., Social Work
William Blair and Company August 2010 - Present
Ennis Knupp & Associates March 2009 - September 2010
William Blair & Company April 2007 - December 2008
CVS/Caremark April 2003 - April 2007
Skills
Marketing, Editing, Leadership, Management, Project Management, Analysis, Proposal Writing, Public Speaking
Education
Aveda Institute-Chicago 2013 — 2014
Cosmetology license, Cosmetology, Barber/Styling, and Nail Instructor
Bradley University 1998 — 2002
B.S., Social Work
Andrew Justice's Ennis Knupp & Associates Experience 2000 - 2006
Job Regional Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar January 2013 - Present
Morningstar January 2008 - January 2013
Northwestern Mutual Life 2006 - 2008
Ennis Knupp & Associates 2000 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1997 — 1999
Business Administration, Business
Morningstar January 2013 - Present
Morningstar January 2008 - January 2013
Northwestern Mutual Life 2006 - 2008
Ennis Knupp & Associates 2000 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1997 — 1999
Business Administration, Business
Brian Birnbaum's Ennis Knupp & Associates Experience April 2001 - January 2008
Job Senior Partner at Mercer Investments
Industry Financial Services
Experience
Mercer Investment Consulting 2010 - Present
Credit Suisse 2008 - 2010
Ennis Knupp & Associates April 2001 - January 2008
Aon 1998 - April 2001
Aon 1998 - 2001
Education
Loyola University Chicago 1991 — 1994
BBA, Finance
University of Dayton
Mercer Investment Consulting 2010 - Present
Credit Suisse 2008 - 2010
Ennis Knupp & Associates April 2001 - January 2008
Aon 1998 - April 2001
Aon 1998 - 2001
Education
Loyola University Chicago 1991 — 1994
BBA, Finance
University of Dayton
Kerry Elsass, CAIA's Ennis Knupp & Associates Experience June 2005 - March 2008
Job Senior Consultant at Pavilion Advisory Group Inc.
Industry Financial Services
Experience
Pavilion Advisory Group Inc. April 2008 - Present
Ennis Knupp & Associates June 2005 - March 2008
Mesirow Financial September 2002 - June 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
Miami University 1994 — 1998
Bachelor of Science, Chemistry
Pavilion Advisory Group Inc. April 2008 - Present
Ennis Knupp & Associates June 2005 - March 2008
Mesirow Financial September 2002 - June 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
Miami University 1994 — 1998
Bachelor of Science, Chemistry
Tim Lorimer's Ennis Knupp & Associates Experience June 2008 - October 2008
Job Equity Options Trader at Simplex Investments
Industry Financial Services
Experience
Simplex Investments October 2008 - August 2010
Ennis Knupp & Associates June 2008 - October 2008
Smith Barney May 2007 - May 2008
Education
Bradley University 2004 — 2008
Bachelor of Science, Finance
Simplex Investments October 2008 - August 2010
Ennis Knupp & Associates June 2008 - October 2008
Smith Barney May 2007 - May 2008
Education
Bradley University 2004 — 2008
Bachelor of Science, Finance
Michael Bell, CFA's Ennis Knupp & Associates Experience June 2006 - July 2008
Job Client Relationship Manager at American Century Investments
Industry Financial Services
Experience
American Century Investments June 2015 - Present
American Century Investments April 2013 - Present
Towers Watson April 2012 - March 2013
Towers Watson August 2008 - March 2012
Ennis Knupp & Associates June 2006 - July 2008
Education
University of Notre Dame 2001 — 2005
BS, Mathematics
American Century Investments June 2015 - Present
American Century Investments April 2013 - Present
Towers Watson April 2012 - March 2013
Towers Watson August 2008 - March 2012
Ennis Knupp & Associates June 2006 - July 2008
Education
University of Notre Dame 2001 — 2005
BS, Mathematics
Chris Reel, CFA, CAIA's Ennis Knupp & Associates Experience June 2006 - December 2007
Job Analyst at Albourne Partners
Industry Financial Services
Experience
Albourne Partners December 2013 - Present
Jackson National Asset Management, LLC January 2012 - December 2013
Hewitt EnnisKnupp January 2008 - January 2012
Ennis Knupp & Associates June 2006 - December 2007
Ennis Knupp & Associates January 2006 - May 2006
Ennis Knupp & Associates December 2004 - December 2005
Skills
Alternative Investments, Investments, Private Equity, Investment Management, Due Diligence, Institutional..., Hedge Funds, Equities, Asset Managment, Mutual Funds, Investment Strategies, Asset Management, Mergers, Asset Allocation
Education
University of Iowa 2001 — 2004
BBA with Honors, Finance
Albourne Partners December 2013 - Present
Jackson National Asset Management, LLC January 2012 - December 2013
Hewitt EnnisKnupp January 2008 - January 2012
Ennis Knupp & Associates June 2006 - December 2007
Ennis Knupp & Associates January 2006 - May 2006
Ennis Knupp & Associates December 2004 - December 2005
Skills
Alternative Investments, Investments, Private Equity, Investment Management, Due Diligence, Institutional..., Hedge Funds, Equities, Asset Managment, Mutual Funds, Investment Strategies, Asset Management, Mergers, Asset Allocation
Education
University of Iowa 2001 — 2004
BBA with Honors, Finance
Ben Baldridge, CFA, CAIA's Ennis Knupp & Associates Experience August 2006 - November 2010
Job Senior Investment Research Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2010 - Present
Ennis Knupp + Associates August 2006 - November 2010
InDecatur Ventures, LLC March 2005 - May 2005
Skills
Alternative Investments, Asset Allocation, Investments, Asset Management, Private Equity, Due Diligence, Venture Capital, Fixed Income, Manager Research, Pensions, Institutional..., Research, Economics, Stable Value
Education
Millikin University 2002 — 2006
BS, Finance, Marketing, 3.9
The Newport Group November 2010 - Present
Ennis Knupp + Associates August 2006 - November 2010
InDecatur Ventures, LLC March 2005 - May 2005
Skills
Alternative Investments, Asset Allocation, Investments, Asset Management, Private Equity, Due Diligence, Venture Capital, Fixed Income, Manager Research, Pensions, Institutional..., Research, Economics, Stable Value
Education
Millikin University 2002 — 2006
BS, Finance, Marketing, 3.9
Ron Klotter's Ennis Knupp & Associates Experience 2010 - 2011
Job Managing Director at Strategic Investment Group
Industry Financial Services
Experience
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Strategic Investment Group March 2014 - Present
R.V. Kuhns & Associates February 2011 - March 2014
Ennis Knupp & Associates 2010 - 2011
Invesco Ltd. June 2001 - April 2005
Wellington Management April 1997 - April 2000
Skills
Product Management, Equities, Leadership, Alternative Investments, Asset Allocation, Hedge Funds, Asset Management, Investment Strategies, Investments, Investment Management, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1983 — 1984
MBA, Business
Miami University 1978 — 1982
BS, Finance
Christopher Behrns's Ennis Knupp & Associates Experience June 2009 - Present
Job Performance Analyst at Ennis Knupp & Associates
Industry Investment Management
Experience
Ennis Knupp & Associates June 2009 - Present
Illinois State University August 2007 - June 2009
McLean County Government's Administrator's Office May 2008 - August 2008
Education
Illinois State University 2005 — 2009
Ennis Knupp & Associates June 2009 - Present
Illinois State University August 2007 - June 2009
McLean County Government's Administrator's Office May 2008 - August 2008
Education
Illinois State University 2005 — 2009
James Casselberry's Ennis Knupp & Associates Experience 2004 - 2006
Job Senior Managing Director at NexTier Capital Solutions, LLC
Industry Investment Management
Experience
NexTier Capital Solutions, LLC September 2012 - Present
Valparaiso University June 2012 - Present
NexGen Capital Partners, LLC April 2011 - September 2012
Dearborn Park Group 2006 - 2011
Ennis Knupp & Associates 2004 - 2006
Trias Capital Management 1996 - 2004
Wedgewood Capital Management, Inc, 1995 - 1996
MacArthur Foundation 1991 - 1995
First National Bank of Chicago 1986 - 1991
Skills
Alternative Investments, Hedge Funds, Investment Management, Equities, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Fixed Income, Investment Advisory, Capital Markets, Asset Management, Mutual Funds, Financial Modeling, Venture Capital, Bloomberg, Emerging Markets, Wealth Management, Bonds, Financial Markets, Series 7, Securities, Series 63, Private Equity, Equity Research, Trading, Financial Services, Structured Products, Investor Relations, Derivatives, Financial Structuring, Hedging, Corporate Finance, Due Diligence, Equity Valuation, Options, Investment Banking, Structured Finance, Commodity, Trading Systems, Institutional..., Entrepreneurship, Equity Trading, Economics, Executive Management, Market Risk, Financial Analysis, Corporate Development, Mergers & Acquisitions
Education
University of Chicago Graduate School of Business 1999 — 2001
MBA, Finance
University of Illinois at Chicago 1985 — 1986
BS, Economics
Texas Christian University 1977 — 1979
NexTier Capital Solutions, LLC September 2012 - Present
Valparaiso University June 2012 - Present
NexGen Capital Partners, LLC April 2011 - September 2012
Dearborn Park Group 2006 - 2011
Ennis Knupp & Associates 2004 - 2006
Trias Capital Management 1996 - 2004
Wedgewood Capital Management, Inc, 1995 - 1996
MacArthur Foundation 1991 - 1995
First National Bank of Chicago 1986 - 1991
Skills
Alternative Investments, Hedge Funds, Investment Management, Equities, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Fixed Income, Investment Advisory, Capital Markets, Asset Management, Mutual Funds, Financial Modeling, Venture Capital, Bloomberg, Emerging Markets, Wealth Management, Bonds, Financial Markets, Series 7, Securities, Series 63, Private Equity, Equity Research, Trading, Financial Services, Structured Products, Investor Relations, Derivatives, Financial Structuring, Hedging, Corporate Finance, Due Diligence, Equity Valuation, Options, Investment Banking, Structured Finance, Commodity, Trading Systems, Institutional..., Entrepreneurship, Equity Trading, Economics, Executive Management, Market Risk, Financial Analysis, Corporate Development, Mergers & Acquisitions
Education
University of Chicago Graduate School of Business 1999 — 2001
MBA, Finance
University of Illinois at Chicago 1985 — 1986
BS, Economics
Texas Christian University 1977 — 1979
Wenli Tan's Ennis Knupp & Associates Experience January 2006 - May 2007
Job Vice President at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial April 2013 - Present
Mesirow Financial April 2011 - March 2013
Mesirow Financial January 2009 - March 2011
Morningstar May 2007 - December 2008
Ennis Knupp & Associates January 2006 - May 2007
Ennis Knupp & Associates October 2004 - December 2005
Skills
Asset Allocation, Equities, Alternative Investments, Investment Management, Valuation, Investments, Fixed Income, Portfolio Management, Asset Management, Mutual Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Economics, International Business
University of Rochester 2000 — 2004
BA, Economics
Mesirow Financial April 2013 - Present
Mesirow Financial April 2011 - March 2013
Mesirow Financial January 2009 - March 2011
Morningstar May 2007 - December 2008
Ennis Knupp & Associates January 2006 - May 2007
Ennis Knupp & Associates October 2004 - December 2005
Skills
Asset Allocation, Equities, Alternative Investments, Investment Management, Valuation, Investments, Fixed Income, Portfolio Management, Asset Management, Mutual Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Economics, International Business
University of Rochester 2000 — 2004
BA, Economics
Susan McDermott, CFA's Ennis Knupp & Associates Experience 1987 - 1991
Job Chief Investment Officer, Institutional Advisory
Industry Financial Services
Experience
Pavilion Advisory Group 1991 - Present
Ennis Knupp & Associates 1987 - 1991
First National Bank of Chicago 1981 - 1987
Skills
Hedge Funds, Investments, Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies, Equities, Asset Management
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Masters of Management, Finance & Marketing
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance
Pavilion Advisory Group 1991 - Present
Ennis Knupp & Associates 1987 - 1991
First National Bank of Chicago 1981 - 1987
Skills
Hedge Funds, Investments, Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies, Equities, Asset Management
Education
Northwestern University - Kellogg School of Management 1985 — 1987
Masters of Management, Finance & Marketing
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Finance
Mark Donovan, CPA's Ennis Knupp & Associates Experience January 2010 - January 2011
Job US Assistant Controller at TEOCO
Industry Accounting
Experience
TEOCO May 2015 - Present
Renner & Company, CPA, PC January 2013 - April 2015
Renner & Company, CPA, PC January 2011 - December 2012
Ennis Knupp & Associates January 2010 - January 2011
Ennis Knupp & Associates August 2007 - December 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Due Diligence, Financial Statement..., Investments, CPA, GAAP, US GAAP, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act, Risk Management, Internal Controls, External Audit, Variance Analysis, General Ledger, Financial Accounting, Corporate Tax, QuickBooks, Consolidation, Financial Operations, Tax, Tax Preparation, Account Reconciliation, Financial Services, Income Tax, Accounting Research, Microsoft Dynamics SL, Consolidated Financial..., Managerial Finance, Budgets, Cash Flow
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2010
MSA, Accountancy
Providence College 2002 — 2006
B.S, Accountancy
TEOCO May 2015 - Present
Renner & Company, CPA, PC January 2013 - April 2015
Renner & Company, CPA, PC January 2011 - December 2012
Ennis Knupp & Associates January 2010 - January 2011
Ennis Knupp & Associates August 2007 - December 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Due Diligence, Financial Statement..., Investments, CPA, GAAP, US GAAP, Revenue Recognition, Financial Statements, Sarbanes-Oxley Act, Risk Management, Internal Controls, External Audit, Variance Analysis, General Ledger, Financial Accounting, Corporate Tax, QuickBooks, Consolidation, Financial Operations, Tax, Tax Preparation, Account Reconciliation, Financial Services, Income Tax, Accounting Research, Microsoft Dynamics SL, Consolidated Financial..., Managerial Finance, Budgets, Cash Flow
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2010
MSA, Accountancy
Providence College 2002 — 2006
B.S, Accountancy
Thomas Oplanic's Ennis Knupp & Associates Experience September 1998 - March 2000
Job Senior Operations Analyst at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners August 2001 - Present
Zurich Scudder Investments March 2000 - August 2001
Ennis Knupp & Associates September 1998 - March 2000
Skills
Bloomberg, Mutual Funds, Investments, Account Reconciliation, Investment Management, Budgets, Internal Audit, Corporate Actions, Equities, Fixed Income, Asset Management, Securities, Asset Allocation, Financial Modeling
Education
DePaul University 1992 — 1996
Bachelors, Finance
Virtus Investment Partners August 2001 - Present
Zurich Scudder Investments March 2000 - August 2001
Ennis Knupp & Associates September 1998 - March 2000
Skills
Bloomberg, Mutual Funds, Investments, Account Reconciliation, Investment Management, Budgets, Internal Audit, Corporate Actions, Equities, Fixed Income, Asset Management, Securities, Asset Allocation, Financial Modeling
Education
DePaul University 1992 — 1996
Bachelors, Finance
Amie Woo's Ennis Knupp & Associates Experience March 2003 - July 2004
Job Planning Manager at Ross Stores, Inc.
Industry Retail
Experience
Ross Stores, Inc. September 2014 - Present
David Yurman August 2011 - September 2014
Macy's Inc. February 2010 - August 2011
Macy's Home October 2007 - January 2010
Macy's Home April 2006 - October 2007
Barneys New York August 2004 - March 2006
Ennis Knupp & Associates March 2003 - July 2004
Skills
Merchandising, Advertising, Fashion, Retail, Forecasting, Social Media, Budgets, Analysis, Strategy
Education
University of Michigan 1998 — 2002
B.A., Economics
Ross Stores, Inc. September 2014 - Present
David Yurman August 2011 - September 2014
Macy's Inc. February 2010 - August 2011
Macy's Home October 2007 - January 2010
Macy's Home April 2006 - October 2007
Barneys New York August 2004 - March 2006
Ennis Knupp & Associates March 2003 - July 2004
Skills
Merchandising, Advertising, Fashion, Retail, Forecasting, Social Media, Budgets, Analysis, Strategy
Education
University of Michigan 1998 — 2002
B.A., Economics
Heather Christopher's Ennis Knupp & Associates Experience August 2007 - September 2010
Job Research Analyst, Partner at Albourne Partners
Industry Investment Management
Experience
Albourne Partners April 2012 - Present
Hewitt EnnisKnupp September 2010 - March 2012
Ennis Knupp & Associates August 2007 - September 2010
Ohio Public Employees' Retirement System December 2000 - August 2007
Ohio Public Employees' Retirement System June 1993 - December 2000
Education
The Ohio State University Fisher College of Business 1997 — 1999
M.B.A., Concentration in Finance
The Ohio State University 1990 — 1993
B.S.B.A., Accounting and Marketing
Albourne Partners April 2012 - Present
Hewitt EnnisKnupp September 2010 - March 2012
Ennis Knupp & Associates August 2007 - September 2010
Ohio Public Employees' Retirement System December 2000 - August 2007
Ohio Public Employees' Retirement System June 1993 - December 2000
Education
The Ohio State University Fisher College of Business 1997 — 1999
M.B.A., Concentration in Finance
The Ohio State University 1990 — 1993
B.S.B.A., Accounting and Marketing
Andrew Schwark, CFA's Ennis Knupp & Associates Experience February 2006 - January 2011
Job Investment Consultant
Industry Financial Services
Experience
Ellwood Associates January 2011 - Present
Ennis Knupp & Associates February 2006 - January 2011
National City Bank June 2005 - February 2006
Education
Bradley University 2001 — 2005
BS, Economics
Ellwood Associates January 2011 - Present
Ennis Knupp & Associates February 2006 - January 2011
National City Bank June 2005 - February 2006
Education
Bradley University 2001 — 2005
BS, Economics
Dan Drake's Ennis Knupp & Associates Experience 2007 - 2010
Job Director of Fundraising and Investor Relations at Stoltz Real Estate Partners
Industry Financial Services
Experience
Stoltz Real Estate Partners August 2014 - Present
Lazard Freres & Co. March 2010 - August 2014
Ennis Knupp & Associates 2007 - 2010
GoIndustry DoveBid December 2001 - May 2007
Skills
Real Estate, Private Equity, Due Diligence, Alternative Investments
Education
Middlebury College 1993 — 1997
BA, Politcal Science
Stoltz Real Estate Partners August 2014 - Present
Lazard Freres & Co. March 2010 - August 2014
Ennis Knupp & Associates 2007 - 2010
GoIndustry DoveBid December 2001 - May 2007
Skills
Real Estate, Private Equity, Due Diligence, Alternative Investments
Education
Middlebury College 1993 — 1997
BA, Politcal Science
Sinan Khamo's Ennis Knupp & Associates Experience June 2008 - July 2010
Job iLottery Business Strategy & Analytics Manager at Northstar Lottery Group, LLC
Industry Gambling & Casinos
Experience
Northstar Lottery Group, LLC April 2014 - Present
Northstar Lottery Group, LLC June 2013 - April 2014
Northern Trust Corporation April 2013 - June 2013
Northern Trust Corporation August 2011 - March 2013
Northern Trust July 2010 - August 2011
Ennis Knupp & Associates June 2008 - July 2010
Skills
Investment Management, Asset Managment, Investments, Financial Analysis, Equities, 401k, Asset Allocation, Bloomberg, Financial Services, Financial Reporting, Bloomberg Terminal, Account Reconciliation, Finance, GAAP, Analysis, Financial Modeling, Market Research, Microsoft Excel, Financial Statements, Business Planning, Business Strategy, Strategy, PowerPoint, Analytics, Microsoft Office, Management, Leadership, Asset Management
Education
Lewis University 2004 — 2008
BS, Finance, Business Administration
Maine West 2000 — 2004
Northstar Lottery Group, LLC April 2014 - Present
Northstar Lottery Group, LLC June 2013 - April 2014
Northern Trust Corporation April 2013 - June 2013
Northern Trust Corporation August 2011 - March 2013
Northern Trust July 2010 - August 2011
Ennis Knupp & Associates June 2008 - July 2010
Skills
Investment Management, Asset Managment, Investments, Financial Analysis, Equities, 401k, Asset Allocation, Bloomberg, Financial Services, Financial Reporting, Bloomberg Terminal, Account Reconciliation, Finance, GAAP, Analysis, Financial Modeling, Market Research, Microsoft Excel, Financial Statements, Business Planning, Business Strategy, Strategy, PowerPoint, Analytics, Microsoft Office, Management, Leadership, Asset Management
Education
Lewis University 2004 — 2008
BS, Finance, Business Administration
Maine West 2000 — 2004
Chris Cunningham, CAIA's Ennis Knupp & Associates Experience January 2007 - September 2010
Job Consultant at The Townsend Group
Industry Investment Management
Experience
The Townsend Group October 2012 - Present
Hewitt EnnisKnupp December 2011 - October 2012
Hewitt EnnisKnupp September 2010 - December 2011
Ennis Knupp & Associates January 2007 - September 2010
Mason Street Advisors 2005 - 2006
Skills
Alternative Investments, Investment Management, Investment Advisory, Investments, Commercial Real Estate, International Real..., Timber, Farmland, Portfolio Management, Strategic Planning, Due Diligence, Performance Measurement, Financial Analysis, Financial Modeling, Valuation, Asset Allocation, Asset Management, Investment Strategies, Real Estate, Hedge Funds, Real Estate Investment...
Education
Marquette University 2002 — 2006
Bachelors, Finance, International Business, Spanish
Universidad Pontificia Comillas 2004 — 2004
Facultad de Ciencias Económicas y Empresariales (ICADE)
The Townsend Group October 2012 - Present
Hewitt EnnisKnupp December 2011 - October 2012
Hewitt EnnisKnupp September 2010 - December 2011
Ennis Knupp & Associates January 2007 - September 2010
Mason Street Advisors 2005 - 2006
Skills
Alternative Investments, Investment Management, Investment Advisory, Investments, Commercial Real Estate, International Real..., Timber, Farmland, Portfolio Management, Strategic Planning, Due Diligence, Performance Measurement, Financial Analysis, Financial Modeling, Valuation, Asset Allocation, Asset Management, Investment Strategies, Real Estate, Hedge Funds, Real Estate Investment...
Education
Marquette University 2002 — 2006
Bachelors, Finance, International Business, Spanish
Universidad Pontificia Comillas 2004 — 2004
Facultad de Ciencias Económicas y Empresariales (ICADE)
D. Cary DeVrou's Ennis Knupp & Associates Experience June 2008 - December 2009
Job Account Manager at Grand Rapids Rubber Products
Industry Marketing and Advertising
Experience
Grand Rapids Rubber Products September 2012 - Present
Hewitt EnnisKnupp, an Aon Hewitt Company December 2009 - September 2012
Ennis Knupp & Associates June 2008 - December 2009
Ennis Knupp & Associates June 2007 - June 2008
Skills
Financial Modeling, Fixed Income, Investments, Portfolio Management, Sales, Forecasting, P&L Management, Key Account Development, Product Development, Business Strategy, Pricing Strategy, Marketing Strategy, Budget Monitoring, Relationship Management, Project Management, Industrial Relations
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics
East Grand Rapids High School 1999 — 2003
High School
Grand Rapids Rubber Products September 2012 - Present
Hewitt EnnisKnupp, an Aon Hewitt Company December 2009 - September 2012
Ennis Knupp & Associates June 2008 - December 2009
Ennis Knupp & Associates June 2007 - June 2008
Skills
Financial Modeling, Fixed Income, Investments, Portfolio Management, Sales, Forecasting, P&L Management, Key Account Development, Product Development, Business Strategy, Pricing Strategy, Marketing Strategy, Budget Monitoring, Relationship Management, Project Management, Industrial Relations
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics
East Grand Rapids High School 1999 — 2003
High School
Andrea Mullins's Ennis Knupp & Associates Experience 2005 - 2010
Job RFP Manager at Artisan Partners
Industry Investment Management
Experience
Artisan Partners August 2014 - Present
Artisan Partners October 2011 - August 2014
Aon Hewitt May 2011 - October 2011
Ennis Knupp & Associates 2005 - 2010
Ennis, Knupp & Associates, Inc. April 2006 - December 2008
Skills
Project Management, Proposal Writing, Adobe Creative Suite, Competitive Analysis, Marketing Strategy, Strategy, Marketing, Alternative Investments, Financial Analysis, Analysis, Business Strategy, Leadership, Investments, Hedge Funds, Management
Education
University of Iowa
B.A, Journalism; Mass Communications - special area of interest in economics
Artisan Partners August 2014 - Present
Artisan Partners October 2011 - August 2014
Aon Hewitt May 2011 - October 2011
Ennis Knupp & Associates 2005 - 2010
Ennis, Knupp & Associates, Inc. April 2006 - December 2008
Skills
Project Management, Proposal Writing, Adobe Creative Suite, Competitive Analysis, Marketing Strategy, Strategy, Marketing, Alternative Investments, Financial Analysis, Analysis, Business Strategy, Leadership, Investments, Hedge Funds, Management
Education
University of Iowa
B.A, Journalism; Mass Communications - special area of interest in economics
Serge Siniak's Ennis Knupp & Associates Experience April 2000 - July 2002
Job Technical Lead Consultant at HCSC Blue Cross Blue Shield of IL
Industry Real Estate
Experience
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2011 - Present
Vachio Solutions Group April 2011 - October 2011
Aon Hewitt May 2008 - August 2009
Allstate January 2005 - May 2008
Affirmative Insurance Company April 2003 - January 2005
Ennis Knupp & Associates April 2000 - July 2002
Skills
DDS Realty, Inc -...
Education
DePaul University 1996 — 1999
Bachelor of Science (BS), Major - Finance (Investments); Minor - E-Commerce
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2011 - Present
Vachio Solutions Group April 2011 - October 2011
Aon Hewitt May 2008 - August 2009
Allstate January 2005 - May 2008
Affirmative Insurance Company April 2003 - January 2005
Ennis Knupp & Associates April 2000 - July 2002
Skills
DDS Realty, Inc -...
Education
DePaul University 1996 — 1999
Bachelor of Science (BS), Major - Finance (Investments); Minor - E-Commerce
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY