First Manhattan Co.
Description
First Manhattan Co. was founded in 1964 by a group of financial industry executives led by Sandy Gottesman. FMC remains an owner-operated investment advisory firm. Robert Gottesman, David Gottesman’s son, is currently the firm’s CEO. FMC is based in New York City. AUM: US$16+ billion (2013) Headquarters: New York City, NY Founder: David Gottesman Founded: 1964 Number of employees: 130 Key person: David Gottesman
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First Manhattan Co. Employees
Employee
Years
Job
Industry
Vincent Scialli Vincent Scialli's First Manhattan Co. Experience February 2005 - March 2012
Job President & Founder at Delfino Equity Research Associates, LLC
Industry Investment Management
Experience
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
Delfino Equity Research Associates, LLC July 2015 - Present
Dividend Assets Capital June 2014 - July 2015
Raymond James Financial Inc. June 2012 - February 2014
First Manhattan Co. February 2005 - March 2012
Aspect Medical Systems June 2009 - November 2009
Lord, Abbett & Co. LLC May 2001 - February 2005
Bear, Stearns & Co. June 2000 - May 2001
Prudential Financial June 1992 - May 2000
Skills
Investments, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Finance, Corporate Finance, Securities, Equity Research, Financial Advisory, Due Diligence
Education
Seton Hall University 1988 — 1992
Bachelor of Science (BS), Finance
George Mullaly George Mullaly's First Manhattan Co. Experience 1986 - 2014
Job Manager IT at First Manhattan Co.
Industry Investment Management
Experience
First Manhattan Co. 1986 - 2014
Skills
DB2, IBM i, IBM AS/400, IT Project Management, Help Desk Management, Disaster Recovery, Mobile Device Management, RPG 400, Websphere, Databases, Software Development, RPG, Asset Management, Testing, Systems Analysis, Integration, Project Management, Management, Vendor Management, System Deployment, Enterprise Software, Business Analysis, SDLC, Requirements Analysis, Program Management, Business Intelligence
Education
Manhattan College
Bachelor of Arts (B.A.)
First Manhattan Co. 1986 - 2014
Skills
DB2, IBM i, IBM AS/400, IT Project Management, Help Desk Management, Disaster Recovery, Mobile Device Management, RPG 400, Websphere, Databases, Software Development, RPG, Asset Management, Testing, Systems Analysis, Integration, Project Management, Management, Vendor Management, System Deployment, Enterprise Software, Business Analysis, SDLC, Requirements Analysis, Program Management, Business Intelligence
Education
Manhattan College
Bachelor of Arts (B.A.)
Andrew Halperin Andrew Halperin's First Manhattan Co. Experience July 2003 - March 2006
Job Partner, Financial Services Practice, EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP October 2013 - Present
EisnerAmper LLP March 2012 - September 2013
Ernst & Young LLP May 2006 - March 2012
First Manhattan Co. July 2003 - March 2006
Gabelli Asset Management September 2001 - July 2003
Ernst & Young LLP August 1995 - January 2001
Skills
Accounting, Auditing, Consulting
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
Trenton State College 1991 — 1995
Bachelor of Science (BS), Accounting
EisnerAmper LLP October 2013 - Present
EisnerAmper LLP March 2012 - September 2013
Ernst & Young LLP May 2006 - March 2012
First Manhattan Co. July 2003 - March 2006
Gabelli Asset Management September 2001 - July 2003
Ernst & Young LLP August 1995 - January 2001
Skills
Accounting, Auditing, Consulting
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
Trenton State College 1991 — 1995
Bachelor of Science (BS), Accounting
Julie DeJaco's First Manhattan Co. Experience June 2010 - August 2010
Job Senior Analyst at Tiffany & Co.
Industry Retail
Experience
Tiffany & Company August 2015 - Present
Tiffany & Co. May 2014 - July 2015
jcpenney August 2013 - May 2014
JM Family Enterprises June 2012 - August 2012
Rent The Runway October 2010 - August 2012
The Gab Group July 2011 - August 2011
First Manhattan Co. June 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Event Planning, Facebook, Marketing, Sales, Management, Microsoft Excel
Education
University of Florida 2012 — 2013
Master's degree, International Business
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Universidad Antonio de Nebrija 2012 — 2012
Spanish, A
Florence University of the Arts 2011 — 2011
Italian
Spanish River High School 2005 — 2009
Tiffany & Company August 2015 - Present
Tiffany & Co. May 2014 - July 2015
jcpenney August 2013 - May 2014
JM Family Enterprises June 2012 - August 2012
Rent The Runway October 2010 - August 2012
The Gab Group July 2011 - August 2011
First Manhattan Co. June 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Event Planning, Facebook, Marketing, Sales, Management, Microsoft Excel
Education
University of Florida 2012 — 2013
Master's degree, International Business
University of Florida - Warrington College Of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Universidad Antonio de Nebrija 2012 — 2012
Spanish, A
Florence University of the Arts 2011 — 2011
Italian
Spanish River High School 2005 — 2009
James Strauss James Strauss's First Manhattan Co. Experience June 2013 - August 2013
Job Radio Department Assistant at Beggars Group
Industry Music
Experience
Beggars Group September 2015 - Present
Cresa Carolinas September 2014 - August 2015
Cresa Carolinas June 2014 - August 2014
First Manhattan Co. June 2013 - August 2013
Peconic Public Broadcasting May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Management, Commercial Real Estate, Leases, Real Estate Transactions
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
East Hampton High School
Beggars Group September 2015 - Present
Cresa Carolinas September 2014 - August 2015
Cresa Carolinas June 2014 - August 2014
First Manhattan Co. June 2013 - August 2013
Peconic Public Broadcasting May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Management, Commercial Real Estate, Leases, Real Estate Transactions
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
East Hampton High School
Denise Frashier Angeletti's First Manhattan Co. Experience February 2005 - August 2006
Job Senior Office Assistant, External Relations, Operations & Gift Services at The University of Texas at San Antonio
Industry Education Management
Experience
The University of Texas at San Antonio February 2015 - Present
The University of Texas at San Antonio September 2014 - Present
Mount Ida College December 2013 - August 2014
Alamo Colleges June 2013 - August 2013
Our Lady of the Lake University March 2013 - April 2013
USAA Investment Management Company July 2010 - August 2012
USAA Investment Management Company December 2008 - August 2009
First Manhattan Co. February 2005 - August 2006
JPMorgan Chase July 2003 - February 2005
JPMorgan Chase February 2001 - July 2003
Skills
Teaching, Research, Community Outreach, Event Planning, Editing, PowerPoint, Microsoft Office, Staff Development, Social Media, Student Development, Adult Education, Customer Service, Student Affairs, Higher Education, Public Relations, Marketing, Admissions, Leadership
Education
Lake Travis High School 1984 — 1987
Diploma, English Language and Literature, General
Texas Woman's University
Bachelor of Science, Mass Communications
University of North Texas
Communications and Marketing
The University of Texas at San Antonio February 2015 - Present
The University of Texas at San Antonio September 2014 - Present
Mount Ida College December 2013 - August 2014
Alamo Colleges June 2013 - August 2013
Our Lady of the Lake University March 2013 - April 2013
USAA Investment Management Company July 2010 - August 2012
USAA Investment Management Company December 2008 - August 2009
First Manhattan Co. February 2005 - August 2006
JPMorgan Chase July 2003 - February 2005
JPMorgan Chase February 2001 - July 2003
Skills
Teaching, Research, Community Outreach, Event Planning, Editing, PowerPoint, Microsoft Office, Staff Development, Social Media, Student Development, Adult Education, Customer Service, Student Affairs, Higher Education, Public Relations, Marketing, Admissions, Leadership
Education
Lake Travis High School 1984 — 1987
Diploma, English Language and Literature, General
Texas Woman's University
Bachelor of Science, Mass Communications
University of North Texas
Communications and Marketing
Ben Cohn Ben Cohn's First Manhattan Co. Experience June 2010 - August 2010
Job Engineering Lead at LungUGB
Industry Medical Devices
Experience
LungUGB June 2014 - Present
Stanford Radiology June 2013 - Present
Goggio Family Foundation 2008 - Present
GE Healthcare June 2014 - August 2014
Institut Langevin & Stanford Math Dept. June 2012 - August 2012
Stanford Applied Physics June 2011 - June 2012
First Manhattan Co. June 2010 - August 2010
Skills
Research, Matlab, Data Analysis, Public Speaking, Spanish, Ultrasound, Signal Processing, MRI, Medical Devices
Education
Stanford University 2013 — 2014
Master of Science (M.S.), Electrical Engineering
Stanford University 2009 — 2013
Bachelor of Science, Physics
University of Oxford 2012 — 2012
English Language and Literature/Letters
LungUGB June 2014 - Present
Stanford Radiology June 2013 - Present
Goggio Family Foundation 2008 - Present
GE Healthcare June 2014 - August 2014
Institut Langevin & Stanford Math Dept. June 2012 - August 2012
Stanford Applied Physics June 2011 - June 2012
First Manhattan Co. June 2010 - August 2010
Skills
Research, Matlab, Data Analysis, Public Speaking, Spanish, Ultrasound, Signal Processing, MRI, Medical Devices
Education
Stanford University 2013 — 2014
Master of Science (M.S.), Electrical Engineering
Stanford University 2009 — 2013
Bachelor of Science, Physics
University of Oxford 2012 — 2012
English Language and Literature/Letters
Scott Cruikshank Scott Cruikshank's First Manhattan Co. Experience June 2014 - Present
Job Senior Operations Analyst
Industry Investment Management
Experience
First Manhattan Co. June 2014 - Present
Macquarie Group August 2013 - May 2014
Wexford Capital LP April 2008 - April 2012
Wexford Capital LP February 2005 - March 2008
CIRCLE TRUST COMPANY 2000 - 2005
MATRIX INTERNATIONAL LOGISTICS 1995 - 2000
Skills
Bloomberg Terminal, Eze Castle Trading..., SS&C Recon, SS&C Advisorware, ISS Proxyvote, Advent, IFX Manager, SIX Telekurs iD, Axys, CAMRA, SEI, Microsoft Office, Equities, Fixed Income, Trading, Bloomberg, Securities, Hedge Funds, Alternative Investments, FX Options, Bonds, Financial Analysis, Financial Modeling, Investments, Asset Management, Finance, Mutual Funds, Options, Investment Banking, Private Equity, Venture Capital
Education
Quinnipiac University
B.S. Business Administration, Business Administration, Management and Operations
Wilton High School
First Manhattan Co. June 2014 - Present
Macquarie Group August 2013 - May 2014
Wexford Capital LP April 2008 - April 2012
Wexford Capital LP February 2005 - March 2008
CIRCLE TRUST COMPANY 2000 - 2005
MATRIX INTERNATIONAL LOGISTICS 1995 - 2000
Skills
Bloomberg Terminal, Eze Castle Trading..., SS&C Recon, SS&C Advisorware, ISS Proxyvote, Advent, IFX Manager, SIX Telekurs iD, Axys, CAMRA, SEI, Microsoft Office, Equities, Fixed Income, Trading, Bloomberg, Securities, Hedge Funds, Alternative Investments, FX Options, Bonds, Financial Analysis, Financial Modeling, Investments, Asset Management, Finance, Mutual Funds, Options, Investment Banking, Private Equity, Venture Capital
Education
Quinnipiac University
B.S. Business Administration, Business Administration, Management and Operations
Wilton High School
Emelisa Mendoza Emelisa Mendoza's First Manhattan Co. Experience June 2005 - May 2007
Job CapMkts Analyst @ WellsFargoSecurities
Industry Investment Management
Experience
Wells Fargo Securities September 2014 - Present
AllianceBernstein June 2008 - September 2014
Goldman Sachs July 2007 - April 2008
First Manhattan Co. June 2005 - May 2007
Fitch Ratings June 2006 - August 2006
Columbia University Medical Center February 2002 - June 2006
Loews Corporation June 2002 - September 2002
Skills
Series 7, Series 63, Trading, Investments, Bloomberg, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Financial Modeling, Bloomberg Terminal, FINRA, Equities, Valuation, Investment Management
Education
Fordham University 2003 — 2007
Bachelors of Science, Business Administration
Mother Cabrini High School 1999 — 2003
Regents Honors NY State HS Diploma
Wells Fargo Securities September 2014 - Present
AllianceBernstein June 2008 - September 2014
Goldman Sachs July 2007 - April 2008
First Manhattan Co. June 2005 - May 2007
Fitch Ratings June 2006 - August 2006
Columbia University Medical Center February 2002 - June 2006
Loews Corporation June 2002 - September 2002
Skills
Series 7, Series 63, Trading, Investments, Bloomberg, Hedge Funds, Fixed Income, Financial Services, Corporate Finance, Financial Modeling, Bloomberg Terminal, FINRA, Equities, Valuation, Investment Management
Education
Fordham University 2003 — 2007
Bachelors of Science, Business Administration
Mother Cabrini High School 1999 — 2003
Regents Honors NY State HS Diploma
Libera Vizoskie's First Manhattan Co. Experience November 1987 - Present
Job Managing Director at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. November 1987 - Present
Yeager, Wood and Marshall 1983 - 1987
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Finance
First Manhattan Co. November 1987 - Present
Yeager, Wood and Marshall 1983 - 1987
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Finance
Benjamin Groveman Benjamin Groveman's First Manhattan Co. Experience June 2011 - September 2011
Job Real Estate Salespeson at Galleria Group
Industry Real Estate
Experience
Galleria Group September 2014 - Present
Checkretary November 2013 - June 2014
First Manhattan Co. June 2011 - September 2011
The Third Branch August 2009 - April 2010
Laureate LLC May 2008 - September 2008
Skills
Financial Analysis, Sales, Portfolio Management, Expense Budget...
Education
Dartmouth College 2009 — 2014
Bachelor of Arts (B.A.), History
Valley Forge Military Academy & College 2003 — 2008
Galleria Group September 2014 - Present
Checkretary November 2013 - June 2014
First Manhattan Co. June 2011 - September 2011
The Third Branch August 2009 - April 2010
Laureate LLC May 2008 - September 2008
Skills
Financial Analysis, Sales, Portfolio Management, Expense Budget...
Education
Dartmouth College 2009 — 2014
Bachelor of Arts (B.A.), History
Valley Forge Military Academy & College 2003 — 2008
Nancy Straub Nancy Straub's First Manhattan Co. Experience January 2013 - April 2013
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals July 2013 - Present
First Manhattan Co. January 2013 - April 2013
Bear Stearns October 1992 - March 2004
Record World, Inc September 1991 - June 1992
Ernst & Young 1987 - 1991
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Resources Global Professionals July 2013 - Present
First Manhattan Co. January 2013 - April 2013
Bear Stearns October 1992 - March 2004
Record World, Inc September 1991 - June 1992
Ernst & Young 1987 - 1991
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Lisa Piontnica Lisa Piontnica's First Manhattan Co. Experience July 2008 - August 2008
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2014 - Present
AllianceBernstein June 2013 - August 2013
PROSPERO Investments Limited (US Division) May 2012 - August 2012
The Law Firm of Allen L. Rothenberg June 2010 - August 2010
First Manhattan Co. July 2008 - August 2008
Skills
Word, Hebrew, PowerPoint, Bloomberg, Microsoft Publisher, Microsoft Excel, Competitive Analysis, Marketing, Editing, New Business Development, Management, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentration in Management, Minor in Psychology
Bernstein Global Wealth Management June 2014 - Present
AllianceBernstein June 2013 - August 2013
PROSPERO Investments Limited (US Division) May 2012 - August 2012
The Law Firm of Allen L. Rothenberg June 2010 - August 2010
First Manhattan Co. July 2008 - August 2008
Skills
Word, Hebrew, PowerPoint, Bloomberg, Microsoft Publisher, Microsoft Excel, Competitive Analysis, Marketing, Editing, New Business Development, Management, Data Analysis, Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.) in Economics, Concentration in Management, Minor in Psychology
Chip Dillon, CFA Chip Dillon, CFA's First Manhattan Co. Experience February 1991 - August 1992
Job Partner at Vertical Research Partners
Industry Research
Experience
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
Heather Toto's First Manhattan Co. Experience July 2008 - July 2011
Job I am currently a SAHM raising my son and daughter.
Industry Financial Services
Experience
First Manhattan Co. July 2008 - July 2011
MacKay Shields 2003 - 2008
Deutsche Asset Management 2001 - 2002
Scudder Investments February 1998 - January 2001
Skills
Asset Managment, Mutual Funds, Securities, Financial Modeling, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Bloomberg, Finance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Arts, Liberal Studies
Mt. Miguel High School
First Manhattan Co. July 2008 - July 2011
MacKay Shields 2003 - 2008
Deutsche Asset Management 2001 - 2002
Scudder Investments February 1998 - January 2001
Skills
Asset Managment, Mutual Funds, Securities, Financial Modeling, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Bloomberg, Finance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Arts, Liberal Studies
Mt. Miguel High School
Parker Levine Parker Levine's First Manhattan Co. Experience June 2014 - August 2014
Job Market Strategy Intern at Rivkin Radler LLP
Industry Management Consulting
Experience
Rivkin Radler LLP June 2015 - Present
The CommuniKey August 2014 - January 2015
First Manhattan Co. June 2014 - August 2014
Camp Green Lane June 2011 - August 2013
Chabad of Mid-Suffolk Hebrew School September 2008 - May 2011
Skills
Microsoft Office, Leadership, Photography, Intrapersonal Skills, Golf, Apple OS, Social Media, Microsoft Excel, PowerPoint, Access, Microsoft Word, Fundraising, Time Management, Public Speaking, Research, Cooking, Teamwork, Teaching
Education
Binghamton University - School of Management 2012 — 2016
Bachelor of Science in Business Administration in Management, Concentrations in: Finance and Leadership & Consulting, Junior
Commack High School 2008 — 2012
Advanced Regents Diploma
Rivkin Radler LLP June 2015 - Present
The CommuniKey August 2014 - January 2015
First Manhattan Co. June 2014 - August 2014
Camp Green Lane June 2011 - August 2013
Chabad of Mid-Suffolk Hebrew School September 2008 - May 2011
Skills
Microsoft Office, Leadership, Photography, Intrapersonal Skills, Golf, Apple OS, Social Media, Microsoft Excel, PowerPoint, Access, Microsoft Word, Fundraising, Time Management, Public Speaking, Research, Cooking, Teamwork, Teaching
Education
Binghamton University - School of Management 2012 — 2016
Bachelor of Science in Business Administration in Management, Concentrations in: Finance and Leadership & Consulting, Junior
Commack High School 2008 — 2012
Advanced Regents Diploma
Ben Silver Ben Silver's First Manhattan Co. Experience June 2011 - August 2011
Job Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management December 2014 - Present
New York University September 2013 - Present
Jones Lang LaSalle January 2014 - July 2014
P3 Global Management, Inc. February 2012 - June 2013
Fuel Outdoor October 2009 - February 2012
First Manhattan Co. June 2011 - August 2011
Fuel Outdoor October 2006 - October 2009
Skills
Real Estate, Outdoor Advertising, Financial Modeling, Mergers, Investments, Financial Analysis, Portfolio Management, Equities, Finance, Commercial Real Estate, Analysis, Management Consulting, Entrepreneurship, Valuation, Microsoft Excel, Management, Mergers & Acquisitions, PowerPoint, Due Diligence
Education
New York University 2013 — 2016
Master of Science (MS), Real Estate Finance
Yeshiva University
BA, Economics
Rialto Capital Management December 2014 - Present
New York University September 2013 - Present
Jones Lang LaSalle January 2014 - July 2014
P3 Global Management, Inc. February 2012 - June 2013
Fuel Outdoor October 2009 - February 2012
First Manhattan Co. June 2011 - August 2011
Fuel Outdoor October 2006 - October 2009
Skills
Real Estate, Outdoor Advertising, Financial Modeling, Mergers, Investments, Financial Analysis, Portfolio Management, Equities, Finance, Commercial Real Estate, Analysis, Management Consulting, Entrepreneurship, Valuation, Microsoft Excel, Management, Mergers & Acquisitions, PowerPoint, Due Diligence
Education
New York University 2013 — 2016
Master of Science (MS), Real Estate Finance
Yeshiva University
BA, Economics
John Fagan's First Manhattan Co. Experience June 2008 - August 2008
Job Counsel
Industry Law Practice
Experience
Voya Financial June 2013 - Present
Stalker Vogrin Bracken & Frimet, LLP June 2012 - May 2013
BlackRock June 2011 - May 2012
Fordham University - Office of Residential Life September 2008 - June 2011
Chinese Culture Center July 2010 - August 2010
Apple October 2008 - July 2010
First Manhattan Co. June 2008 - August 2008
Skills
Due Diligence, Corporate Law, Mergers & Acquisitions, Mergers, Legal Research, Management, Research, Securities, Leadership, Strategy, Litigation, Risk Management, Microsoft Excel, Intellectual Property, Editing, Legal Assistance, Investments, Analysis, Insurance, Civil Litigation, International Law, Legal Writing, Financial Services, Westlaw, Customer Service, Commercial Litigation, Licensing, Lexis, Mediation, Corporate Governance
Education
Fordham University School of Law 2010 — 2013
Juris Doctor
Fordham University 2006 — 2011
Bachelor of Arts, Political Science and Business Administration
Xavier High School 2002 — 2006
Voya Financial June 2013 - Present
Stalker Vogrin Bracken & Frimet, LLP June 2012 - May 2013
BlackRock June 2011 - May 2012
Fordham University - Office of Residential Life September 2008 - June 2011
Chinese Culture Center July 2010 - August 2010
Apple October 2008 - July 2010
First Manhattan Co. June 2008 - August 2008
Skills
Due Diligence, Corporate Law, Mergers & Acquisitions, Mergers, Legal Research, Management, Research, Securities, Leadership, Strategy, Litigation, Risk Management, Microsoft Excel, Intellectual Property, Editing, Legal Assistance, Investments, Analysis, Insurance, Civil Litigation, International Law, Legal Writing, Financial Services, Westlaw, Customer Service, Commercial Litigation, Licensing, Lexis, Mediation, Corporate Governance
Education
Fordham University School of Law 2010 — 2013
Juris Doctor
Fordham University 2006 — 2011
Bachelor of Arts, Political Science and Business Administration
Xavier High School 2002 — 2006
Doron Moskowitz Doron Moskowitz's First Manhattan Co. Experience June 2007 - August 2007
Job
Industry
Experience
SuperCalendar June 2013 - October 2013
Yeshiva of Flatbush Joel Braverman High school December 2012 - January 2013
Prescott Partners LLC January 2010 - December 2012
Kingley Health September 2008 - January 2010
First Manhattan Co. June 2007 - August 2007
SYMS May 2006 - August 2006
Law Offices of Alan Greenberg, P.C. May 2005 - August 2005
Skills
Sales, Research, Microsoft Office, Computer Support, Medical Billing
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Marketing
Brandeis University 2004 — 2008
Bachelor of Arts, History
SuperCalendar June 2013 - October 2013
Yeshiva of Flatbush Joel Braverman High school December 2012 - January 2013
Prescott Partners LLC January 2010 - December 2012
Kingley Health September 2008 - January 2010
First Manhattan Co. June 2007 - August 2007
SYMS May 2006 - August 2006
Law Offices of Alan Greenberg, P.C. May 2005 - August 2005
Skills
Sales, Research, Microsoft Office, Computer Support, Medical Billing
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Marketing
Brandeis University 2004 — 2008
Bachelor of Arts, History
Christopher Volpe Christopher Volpe's First Manhattan Co. Experience July 2011 - Present
Job Managing Director of Information Technology at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. July 2011 - Present
Duff & Phelps May 2006 - July 2011
Skills
Program Management, Asset Managment, Integration, Disaster Recovery, Management, Project Management, Business Analysis, IT Strategy, Information Technology, Technical Support, IT Management, Business Process..., Asset Management, Data Center, VMware, IT Operations, IT Service Management, PMP, SDLC, Vendor Management, Budgets
Education
Pace University 2003 — 2005
Masters, Informations Systems Management
DeVry University 1998 — 2000
Associates, Telecommunications Management
Wagner College 1993 — 1997
Bachelors, English
monsignor farrell
First Manhattan Co. July 2011 - Present
Duff & Phelps May 2006 - July 2011
Skills
Program Management, Asset Managment, Integration, Disaster Recovery, Management, Project Management, Business Analysis, IT Strategy, Information Technology, Technical Support, IT Management, Business Process..., Asset Management, Data Center, VMware, IT Operations, IT Service Management, PMP, SDLC, Vendor Management, Budgets
Education
Pace University 2003 — 2005
Masters, Informations Systems Management
DeVry University 1998 — 2000
Associates, Telecommunications Management
Wagner College 1993 — 1997
Bachelors, English
monsignor farrell
Sasha Steph Sasha Steph's First Manhattan Co. Experience May 2005 - May 2006
Job Portfolio Admin, Reconciliation, Cost Basis, Client Support, Business Testing, Statement Reporting
Industry Financial Services
Experience
Neuberger Berman June 2013 - November 2013
BNY Mellon: Pershing September 2006 - September 2012
First Manhattan Co. May 2005 - May 2006
Gladwyn Catalyst February 2002 - May 2005
I B E S Inc November 1998 - July 2001
Skills
Financial Services, Equities, Microsoft Office, Financial Analysis, Investments, Finance, PowerPoint, Accounting, Social Media, Customer Service
Education
Touro College 1996 — 1998
Associate’s Degree, Accounting and Business Administration
Neuberger Berman June 2013 - November 2013
BNY Mellon: Pershing September 2006 - September 2012
First Manhattan Co. May 2005 - May 2006
Gladwyn Catalyst February 2002 - May 2005
I B E S Inc November 1998 - July 2001
Skills
Financial Services, Equities, Microsoft Office, Financial Analysis, Investments, Finance, PowerPoint, Accounting, Social Media, Customer Service
Education
Touro College 1996 — 1998
Associate’s Degree, Accounting and Business Administration
Juan C. Espinoza Juan C. Espinoza's First Manhattan Co. Experience August 1999 - May 2001
Job Senior Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2013 - Present
Fintech Advisory Inc. March 2011 - July 2013
Veriticus Inc. July 2009 - March 2011
Wellington Management May 2001 - July 2009
First Manhattan Co. August 1999 - May 2001
Prudential Investments May 1997 - June 1999
Procter & Gamble January 1991 - September 1995
Skills
Hedge Funds, Equities, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Financial Modeling, Investments, Value Investing, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Distressed Investing, Securities
Education
Harvard Business School 1995 — 1997
MBA, Finance and Strategy
Universidad del Pacífico (PE) 1986 — 1990
BS, Business Administration. Also majored in Accounting
Colegio Maria Reina
Maria Reina
Maria Reina
Oaktree Capital Management August 2013 - Present
Fintech Advisory Inc. March 2011 - July 2013
Veriticus Inc. July 2009 - March 2011
Wellington Management May 2001 - July 2009
First Manhattan Co. August 1999 - May 2001
Prudential Investments May 1997 - June 1999
Procter & Gamble January 1991 - September 1995
Skills
Hedge Funds, Equities, Portfolio Management, Emerging Markets, Due Diligence, Equity Research, Financial Modeling, Investments, Value Investing, Mutual Funds, Asset Allocation, Investment Strategies, Fixed Income, Distressed Investing, Securities
Education
Harvard Business School 1995 — 1997
MBA, Finance and Strategy
Universidad del Pacífico (PE) 1986 — 1990
BS, Business Administration. Also majored in Accounting
Colegio Maria Reina
Maria Reina
Maria Reina
John Lipari John Lipari's First Manhattan Co. Experience January 1992 - January 2002
Job Branch Manager at Lipari Ribek Group
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2015 - Present
Morgan Stanley January 2002 - February 2015
First Manhattan Co. January 1992 - January 2002
Merrill Lynch October 1983 - January 1992
Skills
Financial Planning, Financial Services, Investments, Series 7, Series 63, Series 65, Portfolio Management, Financial Risk...
Education
Florida International University
Bachelor's degree
Raymond James Financial, Inc. February 2015 - Present
Morgan Stanley January 2002 - February 2015
First Manhattan Co. January 1992 - January 2002
Merrill Lynch October 1983 - January 1992
Skills
Financial Planning, Financial Services, Investments, Series 7, Series 63, Series 65, Portfolio Management, Financial Risk...
Education
Florida International University
Bachelor's degree
Robert Finger Robert Finger's First Manhattan Co. Experience June 2014 - August 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Goizueta Investment Management Group September 2013 - January 2015
First Manhattan Co. June 2014 - August 2014
Vineyard Vines August 2013 - July 2014
Yost Capital Management July 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Tulcan Investments January 2011 - January 2011
Skills
Market Research, Statistics, Student Affairs, Venture Capital, Wealth Management, Hedge Funds, Private Equity, Financial Analysis, French, Accounting, Private Banking
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Emory University 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Finance
The Kinkaid School 2007 — 2011
High School Diploma
SunTrust Robinson Humphrey June 2015 - Present
Goizueta Investment Management Group September 2013 - January 2015
First Manhattan Co. June 2014 - August 2014
Vineyard Vines August 2013 - July 2014
Yost Capital Management July 2013 - July 2013
Merrill Lynch June 2012 - July 2012
Tulcan Investments January 2011 - January 2011
Skills
Market Research, Statistics, Student Affairs, Venture Capital, Wealth Management, Hedge Funds, Private Equity, Financial Analysis, French, Accounting, Private Banking
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (BBA), Finance
Emory University 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Finance
The Kinkaid School 2007 — 2011
High School Diploma
Alice Zimbler's First Manhattan Co. Experience July 2014 - Present
Job Office Manager
Industry Financial Services
Experience
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
Artur Meyster Artur Meyster's First Manhattan Co. Experience June 2007 - August 2007
Job FullStack Software Engineer
Industry Computer Software
Experience
Hack Reactor January 2015 - Present
SunTrust Robinson Humphrey June 2012 - December 2014
CinqueCollective.com September 2010 - May 2012
Genesis Capital May 2011 - October 2011
Goizueta Investment Fund September 2010 - September 2011
JP Turner & Company, LLC March 2011 - May 2011
The Star Group June 2009 - January 2011
First Manhattan Co. June 2007 - August 2007
Skills
Valuation, Due Diligence, Financial Modeling, Investments, SEO, HTML, CSS3, Ruby, Finance, Front-end Development, JavaScript, Node.js, Databases, jQuery, AngularJS, Backbone.js, MySQL, D3.js, SQL, MongoDB, GruntJS, Gulp, Git, CSS, Start-ups, Equity Research, Data Analysis, Investment Banking, Leadership, Financial Analysis, Alternative Investments, PowerPoint
Education
Emory University - Goizueta Business School 2010 — 2012
Emory University 2008 — 2010
Hack Reactor January 2015 - Present
SunTrust Robinson Humphrey June 2012 - December 2014
CinqueCollective.com September 2010 - May 2012
Genesis Capital May 2011 - October 2011
Goizueta Investment Fund September 2010 - September 2011
JP Turner & Company, LLC March 2011 - May 2011
The Star Group June 2009 - January 2011
First Manhattan Co. June 2007 - August 2007
Skills
Valuation, Due Diligence, Financial Modeling, Investments, SEO, HTML, CSS3, Ruby, Finance, Front-end Development, JavaScript, Node.js, Databases, jQuery, AngularJS, Backbone.js, MySQL, D3.js, SQL, MongoDB, GruntJS, Gulp, Git, CSS, Start-ups, Equity Research, Data Analysis, Investment Banking, Leadership, Financial Analysis, Alternative Investments, PowerPoint
Education
Emory University - Goizueta Business School 2010 — 2012
Emory University 2008 — 2010
Rebekah Ha Rebekah Ha's First Manhattan Co. Experience May 2012 - July 2012
Job Law Clerk at Cadwalader, Wickersham & Taft LLP
Industry Law Practice
Experience
Cadwalader, Wickersham & Taft LLP September 2014 - Present
Cadwalader, Wickersham & Taft LLP May 2013 - August 2013
Religare July 2012 - August 2012
First Manhattan Co. May 2012 - July 2012
Education
New York University School of Law 2011 — 2014
JD, Law
Duke University 2007 — 2011
BA, English
Cadwalader, Wickersham & Taft LLP September 2014 - Present
Cadwalader, Wickersham & Taft LLP May 2013 - August 2013
Religare July 2012 - August 2012
First Manhattan Co. May 2012 - July 2012
Education
New York University School of Law 2011 — 2014
JD, Law
Duke University 2007 — 2011
BA, English
Anishi Desai's First Manhattan Co. Experience September 2011 - April 2012
Job Financial Services Regulatory at PwC
Industry Financial Services
Experience
PwC August 2012 - Present
First Manhattan Co. September 2011 - April 2012
Port Authority of NY & NJ May 2011 - August 2011
Brennan Center for Justice September 2010 - May 2011
ACLU of Georgia May 2010 - August 2010
Bank of America May 2007 - August 2007
Southern Company January 2007 - May 2007
Skills
Business Analysis, Process Improvement, Business Process..., Analysis, Risk Management, Finance, Policy, Financial Analysis, Financial Services, Legal Research, Legal Writing, Management, Data Analysis
Education
New York University School of Law 2009 — 2012
Doctor of Law (J.D.)
Georgia Institute of Technology 2005 — 2009
B.S., Business Management
PwC August 2012 - Present
First Manhattan Co. September 2011 - April 2012
Port Authority of NY & NJ May 2011 - August 2011
Brennan Center for Justice September 2010 - May 2011
ACLU of Georgia May 2010 - August 2010
Bank of America May 2007 - August 2007
Southern Company January 2007 - May 2007
Skills
Business Analysis, Process Improvement, Business Process..., Analysis, Risk Management, Finance, Policy, Financial Analysis, Financial Services, Legal Research, Legal Writing, Management, Data Analysis
Education
New York University School of Law 2009 — 2012
Doctor of Law (J.D.)
Georgia Institute of Technology 2005 — 2009
B.S., Business Management
Jeremy Hartman's First Manhattan Co. Experience 2007 - January 2010
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management January 2010 - Present
First Manhattan Co. 2007 - January 2010
Ziff Brothers Investments 2002 - 2005
Goldman, Sachs & Co. 1999 - 2003
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Dartmouth College 1995 — 1999
BA, English
Wellington Management January 2010 - Present
First Manhattan Co. 2007 - January 2010
Ziff Brothers Investments 2002 - 2005
Goldman, Sachs & Co. 1999 - 2003
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Dartmouth College 1995 — 1999
BA, English
Daphne Nebergall's First Manhattan Co. Experience August 2014 - May 2015
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
First Manhattan Co. August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Greenwich Associates September 2009 - June 2013
Williams & Connolly LLP May 2008 - September 2009
The Manhattan Institute May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Strategy, Finance, Social Media, Research, Equities, Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2008
Classics: Latin and Economics
University of St. Andrews 2004 — 2005
Classics, History of Art
J.P. Morgan July 2015 - Present
First Manhattan Co. August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Greenwich Associates September 2009 - June 2013
Williams & Connolly LLP May 2008 - September 2009
The Manhattan Institute May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Strategy, Finance, Social Media, Research, Equities, Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2008
Classics: Latin and Economics
University of St. Andrews 2004 — 2005
Classics, History of Art
Lance Greenberg's First Manhattan Co. Experience April 2006 - Present
Job IT Project Manager
Industry Computer Software
Experience
First Manhattan Co. April 2006 - Present
Prolifics (JYACC) August 1990 - April 2006
Skills
Java, SQL, Enterprise Architecture, Project Management, Asset Managment, Websphere, C, XML, JavaScript, Software Development, Enterprise Software, HTML, Software Project..., Requirements Analysis, Java Enterprise Edition, Software Design, Web Applications, Architecture, Databases, System Architecture, Solution Architecture, Business Analysis, Integration, Software Engineering, SDLC, Requirements Gathering, PMP, DB2, Database Design, WebSphere
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, OMG/CIS
Cornell University
M Eng, Electrical Engineering
Cornell University
BS, Electrical Engineering
Thomas Jefferson High School
First Manhattan Co. April 2006 - Present
Prolifics (JYACC) August 1990 - April 2006
Skills
Java, SQL, Enterprise Architecture, Project Management, Asset Managment, Websphere, C, XML, JavaScript, Software Development, Enterprise Software, HTML, Software Project..., Requirements Analysis, Java Enterprise Edition, Software Design, Web Applications, Architecture, Databases, System Architecture, Solution Architecture, Business Analysis, Integration, Software Engineering, SDLC, Requirements Gathering, PMP, DB2, Database Design, WebSphere
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, OMG/CIS
Cornell University
M Eng, Electrical Engineering
Cornell University
BS, Electrical Engineering
Thomas Jefferson High School
Elliot Safar's First Manhattan Co. Experience January 2009 - Present
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
FIRST MANHATTAN CO January 2009 - Present
First Manhattan Company May 2006 - Present
2005-2006 June 2005 - May 2006
Loews Corporation June 2003 - August 2003
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corp Finance, Marketing, Global Business
Rutgers University-New Brunswick 2001 — 2005
RUTGERS UNIVERSITY New
Bachelor of Arts, Economics
Leonard N. Stern School of Business
Master, Business Administration
NEW YORK UNIVERSITY New
Merrill Lynch May 2011 - Present
FIRST MANHATTAN CO January 2009 - Present
First Manhattan Company May 2006 - Present
2005-2006 June 2005 - May 2006
Loews Corporation June 2003 - August 2003
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corp Finance, Marketing, Global Business
Rutgers University-New Brunswick 2001 — 2005
RUTGERS UNIVERSITY New
Bachelor of Arts, Economics
Leonard N. Stern School of Business
Master, Business Administration
NEW YORK UNIVERSITY New
Michael Kurtz's First Manhattan Co. Experience January 1992 - January 1995
Job BDC and Internet Sales Manager at Ramsey Chrysler Jeep Dodge
Industry Automotive
Experience
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
Ramsey Chrysler Jeep Dodge September 2014 - October 2015
Ramsey Acura September 2013 - September 2014
Prestige Lexus May 2012 - August 2013
The Benchmark Company July 2010 - May 2012
BENCHMARK COMPANY July 2010 - May 2012
BMO Capital Markets April 2000 - June 2010
BMO Capital Markets April 2000 - June 2010
Fox-Pitt, Kelton April 1996 - March 2000
FOX-PITT KELTON, INC January 1996 - January 2000
FIRST MANHATTAN CO January 1992 - January 1995
Skills
Series 7, Equities, Trading Systems, Options, Equity Trading, Capital Markets, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Equity Research, Series 63, Hedge Funds, Electronic Trading, Financial Markets, Securities, Investment Banking, Automobile, Sales Management, Finance, Negotiation, Internet Savvy, Leasing, Mentoring, New Business Development, Financial Services, Investments
Education
University of Maryland 1977 — 1981
B.S, Finance and Marketing
University of Maryland College Park 1977 — 1981
Bachelor of Science, Marketing
University of Maryland College Park 1977 — 1981
Bachelor's degree, Marketing
Patrick Cheng's First Manhattan Co. Experience July 2004 - December 2007
Job Associate Director, Investment and Return at Mount Sinai Innovation Partners
Industry Investment Management
Experience
Mount Sinai Innovation Partners February 2014 - Present
PMC Consultants January 2008 - January 2014
First Manhattan Co. July 2004 - December 2007
PMC Consultants 2000 - 2004
Deutsche Bank 1995 - 2000
Synthes 1993 - 1995
GlaxoSmithKline 1987 - 1991
Skills
Asset Management, Equities, Financial Analysis, Pharmaceuticals, Financial Modeling, Life Sciences, Hedge Funds, Investments, Securities, Asset Managment, Entrepreneurship, Competitive Analysis, Venture Capital, Business Planning, Business Development, Strategy, Valuation, Bloomberg, Mergers & Acquisitions, Private Equity
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
B.A., Biology
Mount Sinai Innovation Partners February 2014 - Present
PMC Consultants January 2008 - January 2014
First Manhattan Co. July 2004 - December 2007
PMC Consultants 2000 - 2004
Deutsche Bank 1995 - 2000
Synthes 1993 - 1995
GlaxoSmithKline 1987 - 1991
Skills
Asset Management, Equities, Financial Analysis, Pharmaceuticals, Financial Modeling, Life Sciences, Hedge Funds, Investments, Securities, Asset Managment, Entrepreneurship, Competitive Analysis, Venture Capital, Business Planning, Business Development, Strategy, Valuation, Bloomberg, Mergers & Acquisitions, Private Equity
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
B.A., Biology
Cheryl Kallem's First Manhattan Co. Experience Managing DirectorBear Stearns1995 - 2004
Job Senior Managing Director at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. Managing DirectorBear Stearns1995 - 2004
Arthur Young 1977 - 1988
Education
Colgate University
Bachelor's degree
Rutgers Business School
Master of Business Administration (M.B.A.), Accounting
First Manhattan Co. Managing DirectorBear Stearns1995 - 2004
Arthur Young 1977 - 1988
Education
Colgate University
Bachelor's degree
Rutgers Business School
Master of Business Administration (M.B.A.), Accounting
Andrew Freedberg's First Manhattan Co. Experience July 2000 - Present
Job Senior Managing Director at First Manhattan Co.
Industry Investment Management
Experience
First Manhattan Co. July 2000 - Present
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
First Manhattan Co. July 2000 - Present
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Roy Studness's First Manhattan Co. Experience July 2006 - Present
Job Research Analyst at First Manhattan Co.
Industry Investment Management
Experience
First Manhattan Co. July 2006 - Present
Skills
Equity Research, Investments, Financial Modeling, Capital Markets, Hedge Funds, Due Diligence, Valuation, Asset Management, Private Equity, Equities, Portfolio Management, Agriculture, Community Banks, Corporate Finance, Alternative Investments, Value Investing, Strategic Planning
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Vanderbilt University Law School 1998 — 2001
JD
Wesleyan University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
First Manhattan Co. July 2006 - Present
Skills
Equity Research, Investments, Financial Modeling, Capital Markets, Hedge Funds, Due Diligence, Valuation, Asset Management, Private Equity, Equities, Portfolio Management, Agriculture, Community Banks, Corporate Finance, Alternative Investments, Value Investing, Strategic Planning
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance
Vanderbilt University Law School 1998 — 2001
JD
Wesleyan University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Jeff Hershey's First Manhattan Co. Experience 1995 - 1998
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management August 2009 - Present
MLH Capital LLC February 2007 - January 2009
Awad Asset Management February 1998 - February 2007
First Manhattan Co. 1995 - 1998
Prudential Investment Advisors 1993 - 1995
Skills
Equities, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management, Bloomberg, Valuation Modeling, Asset Allocation, Investment Management, Investment Strategies, Private Equity, Asset Management, Equity Valuation, Fixed Income
Education
Miami University 1989 — 1993
Bachelor of Science, Finance
Columbia Management August 2009 - Present
MLH Capital LLC February 2007 - January 2009
Awad Asset Management February 1998 - February 2007
First Manhattan Co. 1995 - 1998
Prudential Investment Advisors 1993 - 1995
Skills
Equities, Hedge Funds, Equity Research, Alternative Investments, Portfolio Management, Bloomberg, Valuation Modeling, Asset Allocation, Investment Management, Investment Strategies, Private Equity, Asset Management, Equity Valuation, Fixed Income
Education
Miami University 1989 — 1993
Bachelor of Science, Finance
Roger H. Weiss's First Manhattan Co. Experience 1992 - 1994
Job Managing Director Equity Sales at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. May 2015 - Present
MLV & Co. October 2011 - May 2015
Miller Tabak Roberts Securities, LLC July 2010 - October 2011
Madison Williams and Company (SMH Capital) 2008 - 2010
A.G. Edwards & Sons, Inc. October 1994 - December 2007
First Manhattan Co. 1992 - 1994
PNC Bank 1988 - 1992
Manufacturers Hanover Trust 1984 - 1988
Helena Rubenstein 1980 - 1982
Skills
Series 7, Series 63, Series 24
Education
Columbia University - Columbia Business School 1982 — 1984
MBA
Vanderbilt University 1976 — 1980
BA
Canaccord Genuity Inc. May 2015 - Present
MLV & Co. October 2011 - May 2015
Miller Tabak Roberts Securities, LLC July 2010 - October 2011
Madison Williams and Company (SMH Capital) 2008 - 2010
A.G. Edwards & Sons, Inc. October 1994 - December 2007
First Manhattan Co. 1992 - 1994
PNC Bank 1988 - 1992
Manufacturers Hanover Trust 1984 - 1988
Helena Rubenstein 1980 - 1982
Skills
Series 7, Series 63, Series 24
Education
Columbia University - Columbia Business School 1982 — 1984
MBA
Vanderbilt University 1976 — 1980
BA
Burnett Hansen's First Manhattan Co. Experience 1999 - 2002
Job Senior Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Len Berman's First Manhattan Co. Experience 2006 - Present
Job Managing Director at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. 2006 - Present
Eton Park 2005 - 2006
Lehman Brothers 2000 - 2005
Lehman Brothers 1995 - 1999
Skills
Investments, Equities, Fixed Income, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1991 — 1995
MBA, Finance / Value Investing
Columbia University School of Law 1991 — 1995
JD, Law
Princeton University 1985 — 1989
AB, cum laude, Politics
First Manhattan Co. 2006 - Present
Eton Park 2005 - 2006
Lehman Brothers 2000 - 2005
Lehman Brothers 1995 - 1999
Skills
Investments, Equities, Fixed Income, Portfolio Management, Investment Management
Education
Columbia University - Columbia Business School 1991 — 1995
MBA, Finance / Value Investing
Columbia University School of Law 1991 — 1995
JD, Law
Princeton University 1985 — 1989
AB, cum laude, Politics
Jeffrey Raff's First Manhattan Co. Experience January 1990 - August 1994
Job Senior Vice President, Investments at Gilford Securities
Industry Financial Services
Experience
Gilford Securities May 2008 - Present
Producer of Independent Film and Theatre March 2001 - Present
Morgan Keegan September 1994 - April 2008
First Manhattan Co. January 1990 - August 1994
Salomon Brothers March 1984 - December 1989
Coopertex June 1982 - February 1984
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA, Finance
Cornell University 1978 — 1982
Bachelor of Science, Labor Relations
Gilford Securities May 2008 - Present
Producer of Independent Film and Theatre March 2001 - Present
Morgan Keegan September 1994 - April 2008
First Manhattan Co. January 1990 - August 1994
Salomon Brothers March 1984 - December 1989
Coopertex June 1982 - February 1984
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA, Finance
Cornell University 1978 — 1982
Bachelor of Science, Labor Relations
JOHN R. CLIFFORD's First Manhattan Co. Experience February 2005 - Present
Job Managing Director at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. February 2005 - Present
Roanoke Asset Management June 1999 - February 2005
Oppenheimer Capital January 1997 - June 1999
Neuberger Berman January 1996 - June 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Trading, Capital Markets, Asset Management, Series 7, Management, Securities, Bloomberg, Trading Systems, Portfolio Management, Investments, Financial Markets, Financial Services, Series 63, Derivatives, Investment Banking, Bonds, Electronic Trading, Equity Trading
Education
New York University 2006 — 2009
Risk Management
Adelphi University 1994 — 1995
Finance
First Manhattan Co. February 2005 - Present
Roanoke Asset Management June 1999 - February 2005
Oppenheimer Capital January 1997 - June 1999
Neuberger Berman January 1996 - June 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Trading, Capital Markets, Asset Management, Series 7, Management, Securities, Bloomberg, Trading Systems, Portfolio Management, Investments, Financial Markets, Financial Services, Series 63, Derivatives, Investment Banking, Bonds, Electronic Trading, Equity Trading
Education
New York University 2006 — 2009
Risk Management
Adelphi University 1994 — 1995
Finance
Jodi Lawsky's First Manhattan Co. Experience February 2013 - Present
Job Executive Assistant at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. February 2013 - Present
AllianceBernstein November 2012 - February 2013
Fortress Investment Group August 2008 - August 2012
Credit Agricole Structured Asset Management November 2007 - July 2008
Société Générale June 2001 - November 2007
Societe Generale November 1997 - June 2001
Skills
Administrative..., Human Resources, Ceridian Payroll System
Education
International Culinary Center
Grande Diploma
Borough of Manhattan Community College
Marketing
First Manhattan Co. February 2013 - Present
AllianceBernstein November 2012 - February 2013
Fortress Investment Group August 2008 - August 2012
Credit Agricole Structured Asset Management November 2007 - July 2008
Société Générale June 2001 - November 2007
Societe Generale November 1997 - June 2001
Skills
Administrative..., Human Resources, Ceridian Payroll System
Education
International Culinary Center
Grande Diploma
Borough of Manhattan Community College
Marketing
Peter J. St. Denis, CFA's First Manhattan Co. Experience 1997 - 2000
Job Senior Equity/Credit Analyst at Markston International
Industry Investment Management
Experience
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Rachel Rocker's First Manhattan Co. Experience May 2000 - February 2010
Job Director of Finance at Launch Expeditionary Learning Charter School
Industry Nonprofit Organization Management
Experience
Launch Expeditionary Learning Charter School March 2012 - Present
Future Leaders Institute Charter School September 2010 - January 2012
First Manhattan Co. May 2000 - February 2010
Deutsche Bank June 1997 - April 2000
Skills
Nonprofits, Management, Finance, Financial Modeling, Research
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Princeton University 1987 — 1991
A.B., Art History
Millburn High School 1983 — 1987
Launch Expeditionary Learning Charter School March 2012 - Present
Future Leaders Institute Charter School September 2010 - January 2012
First Manhattan Co. May 2000 - February 2010
Deutsche Bank June 1997 - April 2000
Skills
Nonprofits, Management, Finance, Financial Modeling, Research
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Princeton University 1987 — 1991
A.B., Art History
Millburn High School 1983 — 1987
Debbie Etkin's First Manhattan Co. Experience 1982 - 1984
Job Premium Marketing at ME Productions
Industry Events Services
Experience
ME Productions 1996 - 2011
Alliance Medical 1995 - 1996
Associated Financial Services 1994 - 1995
First Equity Group 1987 - 1994
Lyons, Zomback & Ostrowski 1985 - 1986
Ryan Beck & Co. 1984 - 1985
First Manhattan Co. 1982 - 1984
Education
University of Florida 1978 — 1982
BS, Finance
ME Productions 1996 - 2011
Alliance Medical 1995 - 1996
Associated Financial Services 1994 - 1995
First Equity Group 1987 - 1994
Lyons, Zomback & Ostrowski 1985 - 1986
Ryan Beck & Co. 1984 - 1985
First Manhattan Co. 1982 - 1984
Education
University of Florida 1978 — 1982
BS, Finance
David Muccia's First Manhattan Co. Experience 2007 - Present
Job Managing Director at First Manhattan Co.
Industry Investment Management
Experience
First Manhattan Co. 2007 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 1999
MBA
Georgetown University 1990 — 1994
BSFS
First Manhattan Co. 2007 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 1999
MBA
Georgetown University 1990 — 1994
BSFS
Melissa Miller, CFA's First Manhattan Co. Experience August 2002 - September 2009
Job Senior Analyst
Industry Investment Management
Experience
INVESTMENT ADVISORY FIRM October 2009 - Present
First Manhattan Co. August 2002 - September 2009
KPMG September 1996 - August 1999
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Finance
Creighton University 1992 — 1996
BSBA, Accounting
INVESTMENT ADVISORY FIRM October 2009 - Present
First Manhattan Co. August 2002 - September 2009
KPMG September 1996 - August 1999
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Finance
Creighton University 1992 — 1996
BSBA, Accounting
Deborah Waldman's First Manhattan Co. Experience July 2011 - Present
Job
Industry
Experience
First Manhattan Co. July 2011 - Present
Education
Barnard College 1974 — 1977
A.B., Economic and Latin American Studies
First Manhattan Co. July 2011 - Present
Education
Barnard College 1974 — 1977
A.B., Economic and Latin American Studies
Andrew Sawyer's First Manhattan Co. Experience June 2011 - Present
Job Equity Analyst at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. June 2011 - Present
Goldman Sachs June 2000 - May 2011
Education
Cornell University 1996 — 2000
BS, Operations Research
Iowa City West
First Manhattan Co. June 2011 - Present
Goldman Sachs June 2000 - May 2011
Education
Cornell University 1996 — 2000
BS, Operations Research
Iowa City West
Emily Tang's First Manhattan Co. Experience June 2013 - July 2014
Job Tax Planning Intern at Financial Decisions, Inc.
Industry
Experience
Financial Decisions, Inc. July 2014 - Present
First Manhattan Co. June 2013 - July 2014
NYC Office of Payroll Administration (Citytime) February 2013 - April 2013
Brooklyn Chinese-American Council July 2011 - August 2011
Education
Baruch College 2011 — 2016
Finance, General
Financial Decisions, Inc. July 2014 - Present
First Manhattan Co. June 2013 - July 2014
NYC Office of Payroll Administration (Citytime) February 2013 - April 2013
Brooklyn Chinese-American Council July 2011 - August 2011
Education
Baruch College 2011 — 2016
Finance, General
Sharon Stein's First Manhattan Co. Experience July 2012 - Present
Job Executive Assistant/Finance
Industry Financial Services
Experience
First Manhattan Co. July 2012 - Present
Jacobs Homecare Nursing 2011 - 2012
First Manhattan Co. 2000 - 2008
CIBC Oppenheimer 1995 - 1999
Education
Brooklyn College 1995 — 1997
Business Management and Finance
Phillips Beth Israel School of Nursing
Associate's degree, Registered Nursing/Registered Nurse, Magna cum laude
First Manhattan Co. July 2012 - Present
Jacobs Homecare Nursing 2011 - 2012
First Manhattan Co. 2000 - 2008
CIBC Oppenheimer 1995 - 1999
Education
Brooklyn College 1995 — 1997
Business Management and Finance
Phillips Beth Israel School of Nursing
Associate's degree, Registered Nursing/Registered Nurse, Magna cum laude
Rainy (Finkle) G's First Manhattan Co. Experience 1980 - 1984
Job Court Advocate at Harbor House Domestic Abuse Programs, Inc.
Industry Nonprofit Organization Management
Experience
Harbor House Domestic Abuse Programs, Inc. February 2011 - Present
First Manhattan Co. 1980 - 1984
Skills
Courts
Education
Drew University
Monmouth University
Harbor House Domestic Abuse Programs, Inc. February 2011 - Present
First Manhattan Co. 1980 - 1984
Skills
Courts
Education
Drew University
Monmouth University
Jacob Abrams's First Manhattan Co. Experience May 2015 - August 2015
Job Student at Tulane University
Industry Financial Services
Experience
First Manhattan Co. May 2015 - August 2015
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg Terminal
Education
Tulane University 2012 — 2016
First Manhattan Co. May 2015 - August 2015
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Bloomberg Terminal
Education
Tulane University 2012 — 2016