Fox Asset Management
Industry: Company
DescriptionHeadquarters: Shrewsbury, NJ Founded: 1985 Parent organization: Eaton Vance
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Fox Asset Management Employees
Employee
Years
Job
Industry
Thayer R. Potter Jr., CFA Thayer R. Potter Jr., CFA's Fox Asset Management Experience May 1993 - September 1998
Job First Vice President with Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC September 2012 - Present
Morgan Stanley March 2009 - September 2012
Osprey Partners Investment Management September 1998 - February 2009
Fox Asset Management May 1993 - September 1998
Acorn Asset Management May 1986 - April 1993
Skills
Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Foundations, Asset Managment, Series 7, Investments, Fixed Income, Finance, Investment Management, Mutual Funds, Retirement Planning, Bloomberg, Equities, Financial Advisory, Investment Strategies, Alternative Investments, Series 63, Valuation, Financial Modeling, Investment Advisory, Securities, Hedge Funds, Capital Markets, Leadership, Analysis
Education
Penn State University 1977 — 1982
BS, Business Administration
Janney Montgomery Scott LLC September 2012 - Present
Morgan Stanley March 2009 - September 2012
Osprey Partners Investment Management September 1998 - February 2009
Fox Asset Management May 1993 - September 1998
Acorn Asset Management May 1986 - April 1993
Skills
Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Estate Planning, Foundations, Asset Managment, Series 7, Investments, Fixed Income, Finance, Investment Management, Mutual Funds, Retirement Planning, Bloomberg, Equities, Financial Advisory, Investment Strategies, Alternative Investments, Series 63, Valuation, Financial Modeling, Investment Advisory, Securities, Hedge Funds, Capital Markets, Leadership, Analysis
Education
Penn State University 1977 — 1982
BS, Business Administration
Robert Lamberti, CFA Robert Lamberti, CFA's Fox Asset Management Experience 2002 - 2005
Job Principal & Vice President Investments at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Douglas Salvati Douglas Salvati's Fox Asset Management Experience March 1997 - August 1998
Job Senior Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2008 - Present
Osprey Partners Investment Management September 1998 - October 2008
Fox Asset Management March 1997 - August 1998
Pecksland Associates June 1995 - February 1997
Shearson Lehman Hutton 1987 - 1995
Seton Hall University January 1985 - December 1986
Carroll McEntee & McGinley October 1983 - November 1984
First Fidelity Bank July 1980 - September 1983
Skills
Equities, Portfolio Management, Asset Management, Investments, Asset Allocation
Education
Seton Hall University 1985 — 1986
MBA, Finance
West Virginia University 1976 — 1980
BS, Business Administration
SEI Investments November 2008 - Present
Osprey Partners Investment Management September 1998 - October 2008
Fox Asset Management March 1997 - August 1998
Pecksland Associates June 1995 - February 1997
Shearson Lehman Hutton 1987 - 1995
Seton Hall University January 1985 - December 1986
Carroll McEntee & McGinley October 1983 - November 1984
First Fidelity Bank July 1980 - September 1983
Skills
Equities, Portfolio Management, Asset Management, Investments, Asset Allocation
Education
Seton Hall University 1985 — 1986
MBA, Finance
West Virginia University 1976 — 1980
BS, Business Administration
Lauren Turchyn Lauren Turchyn's Fox Asset Management Experience September 1996 - September 1998
Job Events Manager
Industry Events Services
Experience
Windows on the Water March 2012 - August 2012
Avenue Restaurant May 2011 - November 2011
NetJets, Incorporated September 2001 - September 2009
NetJets, Incorporated September 2000 - September 2001
NetJets September 1998 - September 2000
FOX Asset Management September 1996 - September 1998
Skills
Event Management, Vendor Relations, Coordination, Event Planning, Social Media, Customer Relations, Customer Service, Marketing Communications, New Business Development, Fundraising, PowerPoint, Marketing Strategy, Word, Excel, Microsoft Office, Strategic Planning, Non-profits, Social Media Marketing, Account Management, Writing, Photoshop, Budgeting, Promotions, Outlook, Market Research, Negotiation, Social Networking, Market Planning, Problem Solving, Research, Contract Negotiation, Illustrator, Budget Management, Inventory Management, Access, Editing, Budgets, Nonprofits, Sales
Education
Coastal Carolina University
Business Marketing
Monmouth University
Business Marketing
Windows on the Water March 2012 - August 2012
Avenue Restaurant May 2011 - November 2011
NetJets, Incorporated September 2001 - September 2009
NetJets, Incorporated September 2000 - September 2001
NetJets September 1998 - September 2000
FOX Asset Management September 1996 - September 1998
Skills
Event Management, Vendor Relations, Coordination, Event Planning, Social Media, Customer Relations, Customer Service, Marketing Communications, New Business Development, Fundraising, PowerPoint, Marketing Strategy, Word, Excel, Microsoft Office, Strategic Planning, Non-profits, Social Media Marketing, Account Management, Writing, Photoshop, Budgeting, Promotions, Outlook, Market Research, Negotiation, Social Networking, Market Planning, Problem Solving, Research, Contract Negotiation, Illustrator, Budget Management, Inventory Management, Access, Editing, Budgets, Nonprofits, Sales
Education
Coastal Carolina University
Business Marketing
Monmouth University
Business Marketing
Phil Sloan Phil Sloan's Fox Asset Management Experience 1998 - 2006
Job at Beirne Wealth Consulting
Industry Investment Management
Experience
Beirne Wealth Consulting March 2012 - Present
Fox Asset Management 1998 - 2006
MBIA 1995 - 1998
Paine Webber 1988 - 1995
Merrill Lynch 1978 - 1988
IEEE 1974 - 1977
Skills
Investments, Asset Management, Financial Advisory, Wealth Management, Portfolio Management, Institutional, Managed Accounts, Managing Accounts, Asset Managment, Tactical Asset..., Style Analysis, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Series 7, Equities, Alternative Investments, Fixed Income, ETFs, Fund Of Funds, Retirement Planning, Mutual Funds, Separately Managed..., 401k, Series 63, Securities, Pensions, Retirement, Hedge Funds, Emerging Markets, Series 24, High Net Worth..., Series 65, Wealth Management..., FINRA, Investment Advisory..., Equity Research, Bonds, Equity Trading, Pension Funds, Endowments, Financial Analysis, Uniform Combined State..., Financial Markets, Wealth, Options, Strategic Financial..., Valuation
Education
Wharton School of Business, University of Pennsylvania
CIMA Designation, Investment Consulting
Pace University
BBA, Finance and Accounting
Beirne Wealth Consulting March 2012 - Present
Fox Asset Management 1998 - 2006
MBIA 1995 - 1998
Paine Webber 1988 - 1995
Merrill Lynch 1978 - 1988
IEEE 1974 - 1977
Skills
Investments, Asset Management, Financial Advisory, Wealth Management, Portfolio Management, Institutional, Managed Accounts, Managing Accounts, Asset Managment, Tactical Asset..., Style Analysis, Asset Allocation, Investment Strategies, Investment Management, Investment Advisory, Financial Services, Series 7, Equities, Alternative Investments, Fixed Income, ETFs, Fund Of Funds, Retirement Planning, Mutual Funds, Separately Managed..., 401k, Series 63, Securities, Pensions, Retirement, Hedge Funds, Emerging Markets, Series 24, High Net Worth..., Series 65, Wealth Management..., FINRA, Investment Advisory..., Equity Research, Bonds, Equity Trading, Pension Funds, Endowments, Financial Analysis, Uniform Combined State..., Financial Markets, Wealth, Options, Strategic Financial..., Valuation
Education
Wharton School of Business, University of Pennsylvania
CIMA Designation, Investment Consulting
Pace University
BBA, Finance and Accounting
Jessica Groom Jessica Groom's Fox Asset Management Experience March 2007 - Present
Job Marketing at Fox Asset Management
Industry Financial Services
Experience
Fox Asset Management March 2007 - Present
Education
University of Delaware 1996 — 2000
Fox Asset Management March 2007 - Present
Education
University of Delaware 1996 — 2000
Ram Pratiwadi's Fox Asset Management Experience May 2003 - August 2003
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon March 2013 - Present
Amazon January 2012 - March 2013
Bloomberg February 2009 - December 2011
Independent Contractor 2005 - 2008
University of Pennsylvania School of Medicine 2004 - 2006
FOX Asset Management May 2003 - August 2003
NBC Olympics May 2001 - August 2001
Bell Labs Lucent Technologies May 1999 - August 1999
Education
The University of Texas at Dallas 2006 — 2008
MS, Materials Science
University of Pennsylvania 2000 — 2004
BSE, Electrical Engineering
Amazon March 2013 - Present
Amazon January 2012 - March 2013
Bloomberg February 2009 - December 2011
Independent Contractor 2005 - 2008
University of Pennsylvania School of Medicine 2004 - 2006
FOX Asset Management May 2003 - August 2003
NBC Olympics May 2001 - August 2001
Bell Labs Lucent Technologies May 1999 - August 1999
Education
The University of Texas at Dallas 2006 — 2008
MS, Materials Science
University of Pennsylvania 2000 — 2004
BSE, Electrical Engineering
Brad Daniels, CFA's Fox Asset Management Experience September 2006 - July 2015
Job Portfolio Manager at Fox Asset Management
Industry Investment Management
Experience
Fox Asset Management September 2006 - July 2015
Rorer Asset Management May 2004 - September 2006
Schlarbaum Capital Management January 2004 - May 2004
Miller, Anderson & Sherrerd / Morgan Stanley Investment Management March 1985 - September 2003
Kidder Peabody August 1983 - March 1985
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Forecasting, Equities, Equity Research, Valuation, Management, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Securities, Mutual Funds, Financial Modeling, Investment Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Applied Mathematics with Minor in Economics
Fox Asset Management September 2006 - July 2015
Rorer Asset Management May 2004 - September 2006
Schlarbaum Capital Management January 2004 - May 2004
Miller, Anderson & Sherrerd / Morgan Stanley Investment Management March 1985 - September 2003
Kidder Peabody August 1983 - March 1985
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Forecasting, Equities, Equity Research, Valuation, Management, Hedge Funds, Alternative Investments, Fixed Income, Investment Management, Securities, Mutual Funds, Financial Modeling, Investment Strategies, Bloomberg
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor’s Degree, Applied Mathematics with Minor in Economics
Jim O'Mealia's Fox Asset Management Experience 1998 - 2003
Job President at Sunnymeath Asset
Industry Investment Management
Experience
Sunnymeath Asset 1996 - Present
ICC Capital 2013 - June 2015
Count Basie Theatre Foundation 2007 - 2013
Fox Asset Management 1998 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Asset Managment, Asset Allocation, Equities, Securities, Fixed Income, Investment Management, Capital Markets, Financial Services, Bonds, Investment Advisory, Investment Strategies, Bloomberg, Portfolio Management
Education
St. Lawrence University 1978 — 1980
B. A., Economics, English
The Hill School 1972 — 1976
Sunnymeath Asset 1996 - Present
ICC Capital 2013 - June 2015
Count Basie Theatre Foundation 2007 - 2013
Fox Asset Management 1998 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Asset Managment, Asset Allocation, Equities, Securities, Fixed Income, Investment Management, Capital Markets, Financial Services, Bonds, Investment Advisory, Investment Strategies, Bloomberg, Portfolio Management
Education
St. Lawrence University 1978 — 1980
B. A., Economics, English
The Hill School 1972 — 1976
Chris Marlin's Fox Asset Management Experience April 2001 - September 2004
Job Client Service Associate at Seix Advisors LLC
Industry Investment Management
Experience
Seix Investment Advisors LLC April 2007 - Present
Dreman Value Management September 2003 - October 2006
Fox Asset Management April 2001 - September 2004
Systematic Financial Management 1998 - 2000
Education
Siena College 1985 — 1989
BA, Political Science
Seix Investment Advisors LLC April 2007 - Present
Dreman Value Management September 2003 - October 2006
Fox Asset Management April 2001 - September 2004
Systematic Financial Management 1998 - 2000
Education
Siena College 1985 — 1989
BA, Political Science
Kimberly Hing's Fox Asset Management Experience January 1996 - July 2011
Job Senior Investment Operations Specialist at Eaton Vance Fox Asset Management
Industry Financial Services
Experience
Eaton Vance - Fox Asset Management January 1996 - August 2015
FOX Asset Management January 1996 - July 2011
Merrill Lynch May 1989 - January 1996
Skills
Investments, Portfolio Management, Equities, Asset Managment, Financial Modeling, Business Analysis, Hedge Funds, Securities, Mutual Funds, Finance, Process Improvement, Commodity, Fixed Income, Asset Allocation, Bloomberg, Financial Analysis, Financial Services, Microsoft Excel, Derivatives, Investment Strategies, VBA, Banking, Project Management, Financial Risk, Analysis, Strategic Financial..., Equity Research, Electronic Trading, Valuation, Financial Reporting, Retirement Planning, Account Reconciliation, Investment Advisory, Wealth Management, Equity Trading, Data Analysis, Access, Corporate Finance, Trading, Alternative Investments, Accounting, Asset Management
Education
Brigham Young University 1984 — 1989
Statistics/Business
Holmdel High School
Eaton Vance - Fox Asset Management January 1996 - August 2015
FOX Asset Management January 1996 - July 2011
Merrill Lynch May 1989 - January 1996
Skills
Investments, Portfolio Management, Equities, Asset Managment, Financial Modeling, Business Analysis, Hedge Funds, Securities, Mutual Funds, Finance, Process Improvement, Commodity, Fixed Income, Asset Allocation, Bloomberg, Financial Analysis, Financial Services, Microsoft Excel, Derivatives, Investment Strategies, VBA, Banking, Project Management, Financial Risk, Analysis, Strategic Financial..., Equity Research, Electronic Trading, Valuation, Financial Reporting, Retirement Planning, Account Reconciliation, Investment Advisory, Wealth Management, Equity Trading, Data Analysis, Access, Corporate Finance, Trading, Alternative Investments, Accounting, Asset Management
Education
Brigham Young University 1984 — 1989
Statistics/Business
Holmdel High School
Paul Mitchell, Jr.'s Fox Asset Management Experience January 1999 - January 2007
Job Investment Professional
Industry Financial Services
Experience
Segall Bryant & Hamill January 2007 - January 2010
FOX Asset Management January 1999 - January 2007
JMC CAPITAL MANAGEMENT, INC January 1993 - January 1999
City of New Orleans January 1986 - January 1993
PRICE WATERHOUSE January 1978 - January 1986
Skills
Mutual Funds, Mergers & Acquisitions, Alternative Investments, Pension Funds, Hedge Funds, Investments, Asset Managment, Financial Services, Fundraising, Strategic Planning, Pensions, Asset Management
Education
Tulane University
M.B.A, Accounting
Tulane University
B. A, Economics
Segall Bryant & Hamill January 2007 - January 2010
FOX Asset Management January 1999 - January 2007
JMC CAPITAL MANAGEMENT, INC January 1993 - January 1999
City of New Orleans January 1986 - January 1993
PRICE WATERHOUSE January 1978 - January 1986
Skills
Mutual Funds, Mergers & Acquisitions, Alternative Investments, Pension Funds, Hedge Funds, Investments, Asset Managment, Financial Services, Fundraising, Strategic Planning, Pensions, Asset Management
Education
Tulane University
M.B.A, Accounting
Tulane University
B. A, Economics
Peter D. Hartman, CFA, CPWA's Fox Asset Management Experience 2000 - 2001
Job Vice President Advisory Services Group at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2000 - Present
Fox Asset Management 2000 - 2001
Thompson, Siegel & Wlamsley January 1991 - July 2000
Dominion Trust Company April 1983 - January 1991
First & Merchants Bank November 1981 - April 1983
Ferrum College December 1980 - November 1981
Blue Ridge Institute of Ferrum College January 1977 - December 1980
Skills
Series 7, Series 63, Series 65
Education
Cooperstown Graduate Programs- State Univerity of New York 1977 — 1978
Master of Arts (M.A.), American Folklore
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
Financial Analysts Society
Chartered Financial Analyst, CFA Charter
IMCA/University of Chicago
Chartered Private Wealth Advisor, Investments and Securities
Eaton Vance July 2000 - Present
Fox Asset Management 2000 - 2001
Thompson, Siegel & Wlamsley January 1991 - July 2000
Dominion Trust Company April 1983 - January 1991
First & Merchants Bank November 1981 - April 1983
Ferrum College December 1980 - November 1981
Blue Ridge Institute of Ferrum College January 1977 - December 1980
Skills
Series 7, Series 63, Series 65
Education
Cooperstown Graduate Programs- State Univerity of New York 1977 — 1978
Master of Arts (M.A.), American Folklore
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Business Administration and Management, General
Financial Analysts Society
Chartered Financial Analyst, CFA Charter
IMCA/University of Chicago
Chartered Private Wealth Advisor, Investments and Securities
Ida Zito's Fox Asset Management Experience September 1999 - December 2003
Job Senior Performance Analyst at Merill Lynch
Industry Financial Services
Experience
Merill Lynch March 2004 - Present
FOX Asset Management September 1999 - December 2003
Goldman Sachs December 1997 - August 1999
Merill Lynch August 1993 - September 1997
Education
Seton Hall University 1988 — 1992
Bachelor’s Degree, Finance, Cum Laude
Merill Lynch March 2004 - Present
FOX Asset Management September 1999 - December 2003
Goldman Sachs December 1997 - August 1999
Merill Lynch August 1993 - September 1997
Education
Seton Hall University 1988 — 1992
Bachelor’s Degree, Finance, Cum Laude
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY