Fred Alger Management
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1964 Parent organization: Fred Alger & Company, Incorporated
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Fred Alger Management Employees
DRA Advisors LLC April 2015 - Present
Epoch Investment Partners January 2014 - Present
Epoch Investment Partners, Inc. February 2010 - Present
Jacobs Levy Equity Management August 2006 - December 2009
Rockefeller Company September 2005 - March 2006
US Trust, Affiliate of Charles Schwab and Company October 2003 - September 2005
New York Life Investment Management LLC October 2001 - October 2003
Fred Alger Management February 2001 - October 2001
Systematic Financial Management May 1997 - February 2001
Skills
Portfolio Management, Equities, Trading, Investment Management, Fixed Income, Middle Office, Asset Management, Mutual Funds, Securities, Alternative Investments, Investments, Settlement, Financial Services, Corporate Actions, Bloomberg, Legal Compliance
Education
Dover Business College 1997 — 1997
Diploma, Computer Information Specialist
Saint Peter's University 1995 — 1997
B.S.B.A
City of Chicago June 2014 - May 2015
Advocate Health Care November 2012 - June 2014
Fred Alger Management May 2011 - July 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Facebook, Microsoft Word, PowerPoint, Public Speaking, Event Management, Social Networking, Blogging, Leadership, Strategic Planning, Economics, Teamwork, SPSS, Statistical Data..., Ethical Leadership, GIS, Multivariate Statistics, Research
Education
DePaul University 2013 — 2015
Master's degree, Public Administration
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Business Psychology
Amazon July 2015 - Present
Moody's Analytics June 2011 - April 2013
Fred Alger Management April 2009 - May 2011
Skills
Equity Research, Equity Valuation, Equities, Financial Modeling, Investments, Emerging Markets, Investment Research, Investment Management, Asset Managment, Mutual Funds, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Economics
Fred Alger Management January 2013 - Present
Fred Alger Management, Inc. 2005 - 2014
Fred Alger Management November 2005 - December 2012
Columbia Management July 2002 - September 2005
Rydex Investments July 1998 - July 2002
Skills
Retirement, Sales, Alternative Investments, Asset Management, Mutual Funds, Series 7, Asset Allocation, Hedge Funds, Equities, Investments, Series 63, Fixed Income, Wealth Management, Portfolio Management, Investment Strategies, Investment Advisory, ETFs, Investment Management, Retirement Planning, Series 24
Education
Ohio Wesleyan University 1976 — 1980
Bachelor of Science (BS), Economics
Highland Capital Management, L.P. April 2015 - Present
Direxion Investments June 2013 - April 2015
BlackRock January 2011 - June 2013
Fred Alger Management June 2007 - January 2011
Citi May 2006 - June 2007
Skills
Mutual Funds, ETFs, Financial Sales, Indices, Indexing, Asset Management, Financial Planning, Strategic Planning, New Business Development, Asset Managment, Strategic Financial..., Sales Finance, Alternative Investments, Separately Managed..., Series 63, Financial Services, Retirement Planning, Asset Allocation, Investment Management, Equities
Education
Penn State University 2002 — 2006
Bachelor of Science, Marketing
UBS Global Asset Management December 2013 - Present
Fred Alger Management June 2012 - November 2013
Fidelity Investments May 2010 - November 2011
Morgan Stanley May 1995 - May 2010
Skills
Mutual Funds, Investments, Series 63, Asset Management, Series 7, Consultative Selling, Wealth Management, Separately Managed..., Managed Accounts, New Business Development, Sales Management, Team Building, Team Leadership, Closed-end Funds, Relationship Management, Sales Presentations, Sales & Marketing..., Public Speaking, Public Relations, Asset Managment, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, Investment Management, Alternative Investments, FINRA, Securities, Investment Strategies, Equities, Investment Advisory
Education
Northeastern University
BS, Journalism/Public Relations
Maine Department of Labor December 2014 - Present
Center for Workforce Research and Information, MDOL 2009 - Present
Abu Dhabi Investment Authority 1997 - 2008
Ironwood Equity 1994 - 1997
Fred Alger Management 1992 - 1994
Skills
Capital Markets, Investments, Financial Analysis, Financial Markets, Health Workforce..., Finance, Economic Development, Public speaking, Economics, Analysis, Due Diligence, Equity Valuation, Project Finance, Securities, Econometrics, Investor Relations, Fund Accounting, Credit Analysis, Market Risk, Quantitative Finance, Management, Equity Research, Macroeconomics, Workforce research, Employment & Wage..., Valuation, Emerging Markets, Workforce development, Strategic Planning, Program Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance and Corporate Accounting
Furman University
Bachelor of Arts (B.A.), Economics
Baron Capital June 2015 - Present
Baron Capital October 2014 - June 2015
Fred Alger Management September 2009 - October 2014
Fred Alger Management May 2008 - September 2009
Citi Private Bank April 2006 - May 2008
Education
Barnard College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (B.A.), Economics Major, Art History Minor
Beijing Language and Culture University 2004 — 2004
Summer 2004, Columbia University's Advanced Chinese Language Program
Bronx High School of Science 1998 — 2002
Fred Alger Management, Inc. April 2014 - Present
Fred Alger Management August 2012 - April 2014
Neuberger Berman 2011 - 2012
JPMorgan Chase 2009 - 2011
Skills
Series 7, Series 63, Corporate Finance, Banking, Due Diligence, Private Equity, Management, Alternative Investments
Education
Siena College 2005 — 2009
Bachelor of Science, Finance
Chaminade High School 2001 — 2005
Fred Alger Management, Inc. January 2013 - January 2015
Fred Alger Management April 2008 - December 2012
Fred Alger Management, Inc. January 2006 - March 2008
Fred Alger Management, Inc. March 2000 - December 2005
Charles Schwab January 1996 - March 2000
Charles Schwab January 1991 - December 1995
Skills
Mutual Funds, Relationship Management, Sales Management, Capital Markets, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Marketing, Series 63, Series 7, Series 24, Financial Advisory, Investments, Equities, Investment Management, Financial Services, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Fixed Income, Finance, Management, ETFs
Education
New York University - Leonard N. Stern School of Business
MBA, Finance. Graduated with Distinction.
Rutgers University-New Brunswick
BA, Economics. Graduated cum laude.
Delaware Investments, a member of the Macquarie Group January 2004 - Present
Fred Alger Management March 2000 - January 2004
Pioneer Investments October 1998 - March 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, CIMA, Investment Strategies, Wealth Management, Separately Managed..., Investments, Asset Managment, Portfolio Management, Series 6, Series 65, Retirement Planning, Asset Management, Fixed Income, Equities, 401k
Education
University of Massachusetts, Amherst
BA, Economics
Michael Kelly Associates September 2015 - Present
Highground Capital Management, LLC January 2011 - Present
Fred Alger Management April 2002 - January 2011
Lehman Brothers June 1999 - April 2002
Piper Jaffray September 1998 - June 1999
SulzerMedica USA February 1998 - September 1998
Johnson & Johnson July 1996 - February 1998
Johnson & Johnson July 1993 - November 1994
U.S. Army May 1988 - July 1993
Education
United States Military Academy at West Point 1984 — 1988
B.S. Engineering
Harvard Business School 2013 — 2013
Advanced Management Program (AMP 185)
J.P. Morgan October 2014 - Present
Michael Page July 2013 - September 2014
Fred Alger Management July 2012 - July 2013
Wells Fargo Advisors March 2011 - August 2012
Cohen & Steers February 2010 - June 2011
Lord Abbett May 2007 - February 2010
Skills
Recruiting, Executive Sales..., Front Office, Asset Management, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investments, Wealth Management, Series 63, Equities, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Hedge Funds, Uniform Combined State..., Securities, Portfolio Management, Fixed Income, Bonds, Financial Markets, Financial Modeling, Capital Markets, Private Equity Firms, Finance, ETFs, Financial Analysis, Financial Advisory, Business Development, Strategic Consulting, Contract Negotiation, Classical Ballet
Education
Hofstra University 2004 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hofstra University 2003 — 2006
Bachlor of Communications, Public Relations; Political Science
DePaul High School 1999 — 2002
The TCW Group September 2015 - Present
Fred Alger Management July 2013 - August 2015
Janney Montgomery Scott June 2012 - August 2012
EFG Asset Management May 2011 - August 2011
Skills
Bloomberg, Economics, Microsoft Excel, Monetary Policy, Stata, Equities, Valuation, Econometrics, Financial Accounting, Equity Research, Corporate Finance, Bloomberg Terminal
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fred Alger Management May 2011 - Present
Fred Alger Management March 2010 - May 2011
Evergreen Investments April 2008 - March 2010
Wachovia, A Wells Fargo Company June 2007 - April 2008
Evergreen Investments June 2007 - April 2008
Skills
Asset Allocation, Separately Managed..., Leadership, Sales, Equities, Marketing, Fixed Income, Leadership Development, Series 63, Mutual Funds, Financial Modeling, Investments, Alternative Investments, Investment Advisory, Financial Services, Retirement, Retirement Planning, Investment Management, Portfolio Management, Hedge Funds, Wealth Management, Asset Managment, Investment Strategies, Strategic Financial..., Asset Management, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Bachelors of Science, Business Administration
Universiteit Maastricht 2006 — 2006
Study Abroad Program, Business
Fred Alger Management May 2012 - Present
The Hartford March 2010 - April 2012
The Hartford November 2006 - February 2010
The Hartford February 2005 - October 2006
NiteImage.com January 2001 - January 2005
Ryan, Beck & Co. June 1999 - December 2000
US Army March 1992 - July 1995
Skills
Strong knowledge of..., Mutual Funds, Award Winning Public..., Persuasive Relationship..., Dedicated Leadership, Expert Closer, Multi-tasking abilities, 80%-100% Travel, Strong entrepreneurial..., Maintains positive..., Skilled Motivator, Results Oriented, Outstanding..., Income Distribution &..., Critical Thinking &..., Consistent Top Performer, Fixed Annuities, Retirement, Insurance, Goal Oriented, Retirement Planning, 401k, Financial Services, Leadership, Series 63, Sales, Series 7, Variable Annuities, Investments
Education
The University of Connecticut 1995 — 1999
BS, Finance
Fred Alger Management April 2012 - Present
Lime Brokerage, LLC April 2009 - April 2012
Needham & Co May 2007 - March 2009
Sax, Macy, Fromm & Co September 2005 - May 2007
Deloitte & Touche, LLP May 2004 - September 2004
Skills
Excel, PowerPoint, Adobe, Series 7, Financial Reporting, Audit, Tax, Accounting, QuickBooks, Forecasting, Fixed Assets, Auditing, Tax Advisory, FINRA, Variance Analysis, Budgets, Journal Entries, Risk Management, Hedge Funds, Corporate Finance, US GAAP, Equities, Assurance, Microsoft Excel, Analysis, Account Reconciliation, Financial Services, Financial Statement..., External Audit, CPA, Asset Management, GAAP, Financial Statements, Tax Accounting, Financial Analysis, Accounts Payable, Financial Modeling, Access, Invoicing, General Ledger, Mergers & Acquisitions, Trading, Finance, SEC filings, Investments, Insurance, Bloomberg, Strategic Financial..., Management, Tax Returns
Education
Fordham University - Graduate School of Business Administration 2007 — 2011
MBA, Finance, Designation in E-Business
University of Delaware 2001 — 2005
BS, Accounting
Van Eck Global/ Market Vectors ETFs February 2014 - Present
Fred Alger Management May 2012 - February 2014
Neuberger Berman January 2009 - May 2012
Lehman Brothers October 2007 - January 2009
Neuberger Berman June 2005 - September 2007
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, New Business Development, Asset Managment, Series 7, Wealth Management, Financial Markets, Series 63, Strategic Communications, Finance, Business Relationship..., Asset Management, Sales, ETFs, FINRA, Investment Management, Investment Advisory, Series 6, Capital Markets, Retirement Planning, Financial Advisory, Relationship Management, Separately Managed..., Retirement, High Net Worth..., Trading
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Ithaca College
Bachelor's degree, Business Communications
Fred Alger Management, Inc. January 2015 - Present
Fred Alger Management February 2012 - December 2014
Fred Alger Management June 2007 - February 2012
ING Financial Partners June 2005 - June 2007
TD Waterhouse 2004 - 2005
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, ETFs, Asset Managment, Asset Allocation, Investments, Equities, Retirement Planning, Fixed Income, Separately Managed..., Asset Management, Securities, Investment Strategies, Wealth Management
Education
Berklee College of Music 1999 — 2001
Bachelor of Arts (B.A.), Music
Grand Central Tech February 2014 - Present
Three Point Capital November 2013 - July 2014
River Twice Capital Advisors March 2010 - November 2013
Fred Alger Management August 2007 - March 2010
Skills
Financial Modeling, Entrepreneurship, Report Writing, Business Strategy, Digital Marketing, Networking, Fundraising, Hedge Funds, Fundamental Analysis, Alternative Investments, Equity Research, Equity Valuation, Early-stage Startups, Angel Investing, Research, Mergers & Acquisitions, Due Diligence, Fixed Income, Portfolio Management, Investments, Investment Banking, Equities, Analysis, Mutual Funds, Venture Capital, Leadership
Education
Regis High School 1999 — 2003
Tufts University 2003 — 2007
BA, History & Political Science
SmartShoot July 2012 - Present
TurnHere, Inc. April 2011 - July 2012
TurnHere, Inc. October 2009 - April 2011
TurnHere, Inc. September 2008 - September 2009
Lane Berry (Acquired by Raymond James) August 2006 - August 2007
A.G. Edwards (Acquired by Wachovia) July 2005 - August 2006
Fred Alger Management May 2003 - August 2003
Skills
Industry Research, Company Valuation, Analysis, Business Strategy, Business Development, Strategy, Finance, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers, Microsoft Excel, Investment Banking, Due Diligence, Financial Reporting, Microsoft Office, Mergers & Acquisitions, Start-ups
Education
Duke University 1999 — 2004
BS, Economics
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
MS, Accounting
National Outdoor Leadership School 2001 — 2001
Leadership
Bronxville High School 1995 — 1999
RBC Investor & Treasury Services September 2014 - Present
BNP Paribas December 2011 - 2014
Bank of New York Mellon January 2008 - November 2011
Citi May 2006 - January 2008
Fred Alger Management March 1997 - November 2005
Skills
Business Development, Financial Services, Mutual Funds, Relationship Management, Fund Accounting, Fund Administration, Leadership, Selling, Sales, Global Custody, Negotiation, Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Management, Investments, Portfolio Management, Securities, Series 7, Banking, Finance
Education
Hofstra University
BBA, Marketing
Fred Alger Management December 2010 - Present
PineBridge Investments July 2008 - October 2010
Bear Stearns July 2005 - May 2008
JP Morgan Asset Management 1994 - 2005
Banco Pactual 1994 - 1994
Skills
Equity Research, Emerging Markets, Asset Managment, Equities, Research, Asset Management, Hedge Funds, Capital Markets, Investments, Valuation, Portfolio Management, Alternative Investments, Analysis, Asset Allocation, Bloomberg, Corporate Finance, Derivatives, Equity Valuation, Financial Markets, Financial Modeling, Fixed Income, Investment Banking, Investment Strategies, Private Equity, Securities, Series 7, Structured Finance, Trading, Mutual Funds, Investment Advisory, Investor Relations
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Fundação Getulio Vargas 1989 — 1993
BA, Public Administration
Faculdade de Tecnologia de São Paulo 1989 — 1992
BS, Computer Science
Colegio Bandeirantes 1986 — 1988
High School
Icahn School of Medicine at Mount Sinai 2015 - Present
Centerview Partners 2012 - 2013
Centerview Partners 2011 - 2012
Morgan Stanley 2008 - 2011
Fred Alger Management 2004 - 2006
The Galleon Group 2003 - 2004
Microsoft Corporation 2001 - 2003
Skills
Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Stanford University 1997 — 2001
B.S., Computer Science, Economics
Ridge High School 1995 — 1997
Centerville High School 1993 — 1995
Florida Institute for the Commercialization of Public Research April 2012 - Present
Tanner Growth October 2000 - October 2012
eDiets.com February 2002 - November 2007
Sensormatic Electronics August 1996 - September 2000
Granite Capital, LP 1993 - 1996
Fred Alger Management 1984 - 1993
Skills
Mergers, Strategic Partnerships, Entrepreneurship, Business Planning, Corporate Development, Strategic Planning, New Business Development, Executive Management, Management, Executive Coaching, Strategy, Business Strategy, Acquisition Integration, Management Consulting
Education
University of Rochester 1979 — 1983
BA, English
University of Rochester, Eastman School of Music 1979 — 1983
BM, Applied Music
Fred Alger Management August 2010 - Present
JP Morgan Chase June 2008 - July 2010
Bear Stearns May 2005 - June 2008
Refco 2004 - 2005
Citigroup June 2000 - September 2000
Skills
Financial Modeling, Investments, Alternative Investments, Fixed Income, Hedge Funds, Equities, Financial Markets, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Valuation, Financial Services, Asset Managment, Risk Management, Derivatives, Private Equity, Financial Reporting, Securities, Prime Brokerage, Portfolio Management, Due Diligence, Bloomberg, Asset Management
Education
Pace University 2001 — 2005
bba
Pace University - Lubin School of Business 2001 — 2005
BBA
Caritas, Inc. January 2009 - Present
Fred Alger Management January 2006 - October 2008
SunTrust Bank July 2004 - July 2005
Merrill Lynch September 2001 - January 2004
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, Investments, Retirement, Equities, Fixed Income, Asset Managment, Portfolio Management, Wealth Management, Retirement Planning, Securities, Asset Management, Hedge Funds, ETFs, Separately Managed...
Education
Cornell University 1992 — 1996
BA, Political Science
University of New South Wales 1994 — 1995
BA, Political Science
Choate Rosemary Hall 1989 — 1992
Meadowbrook Partners, LLC June 2012 - August 2014
Cedar Hill Management, LLC November 2010 - June 2012
Self-Employed May 2005 - October 2010
Ghriskey Capital Partners May 2001 - January 2003
Fred Alger Management June 1998 - May 2000
Veronis Suhler Stevenson February 1996 - February 1998
Skills
Alternative Investments, Hedge Funds, Equities, Private Equity, Investments, Investment Banking, Valuation, Asset Managment, Capital Markets, Portfolio Management, Asset Allocation, Corporate Governance, Venture Capital, Emerging Markets, Equity Research, Investment Management, Finance, Wealth Management, Mutual Funds, Investment Strategies, Investor Relations, Fixed Income, Bloomberg, Financial Markets, Corporate Finance, Asset Management
Education
Middlebury College 1990 — 1994
B.A.
Pomfret School 1987 — 1990
East Main Street Advisors LLC. November 2014 - Present
North East Risk Management June 2014 - October 2014
MetLife 2004 - 2013
Fred Alger Management January 2000 - April 2004
Skills
■Business Development..., ■Business Management &..., ■Wholesaling, Product..., ■Territory Development..., ■Team Building, Staff..., ■Distribution Channel..., ■Inside & Outside..., ■Portfolio Analysis &..., Leadership, Marketing, Investments, Business Development, Mutual Funds, Strategic Planning, Insurance, Financial Advisory, Sales Management, Financial Analysis, Mergers & Acquisitions, Risk Management, Finance, Banking, Business Analysis, Financial Services, Retirement Planning, Series 7
Education
Centenary College, Iselin, NJ - Business Administration 2006 — 2008
Marist College
Marist College
Seton hall prep
Seton hall prep
Seton hall prepatory
Aberdeen Asset Management September 2014 - Present
Gabelli Asset Management December 2012 - September 2014
PIMCO June 2006 - September 2012
OppenheimerFunds August 2004 - June 2006
Fred Alger Management November 2001 - August 2004
Nicholas Applegate (Allianz/PIMCO) June 2000 - April 2001
Merrill Lynch February 1996 - June 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA Designation
Jacksonville University 1991 — 1995
Bachelor's degree, Marketing
Blue Ridge School 1988 — 1991
Fidelity National Financial July 2011 - Present
Fidelity Investments, LLC July 2011 - Present
Fidelity Investments October 2008 - July 2011
The Guardian Life Insurance Company of America October 2007 - October 2008
Guardian Life Insurance Company October 2007 - October 2008
AIGRoyal Alliance September 2005 - October 2007
Fred Alger & Company November 2000 - November 2004
Fred Alger Management 2000 - 2004
U.S. Clearing/Fleet Securities March 1998 - November 2000
Quick & Reilly 1998 - 2000
Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services
Education
St. Francis College 1993 — 1994
Business
Baruch College 1992 — 1993
Business Management
Baruch College
St. Francis College
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Wells Fargo Securities January 2011 - Present
Spurrier Capital Partners June 2009 - December 2010
Cohen & Steers October 2005 - November 2007
Fred Alger Management September 2003 - October 2005
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Colgate University 1999 — 2003
BA
Quinn Emanuel September 2012 - Present
Montage Finance August 2011 - July 2012
MTV Networks: Business and Legal Affairs August 2009 - May 2010
Fred Alger Management May 2009 - September 2009
Lynn & Cahill LLP May 2008 - December 2008
Skills
Social Media, Investments, Due Diligence, Negotiation, Legal Writing, Alternative Investments, Investment Advisory, Legal Research, Legal Compliance, Entertainment Law, Private Equity, Commercial Litigation, Litigation Management, Securities, Risk Management
Education
Brooklyn Law School 2007 — 2010
Doctor of Law (J.D.)
Vassar College 2003 — 2007
Bachelor of Arts (B.A.), Economics and Art History
Fordham Preparatory School 1999 — 2003
Loeb & Loeb LLP November 2014 - Present
Rosenberg & Estis, P.C. July 2013 - October 2014
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. September 2010 - July 2013
New York Law School September 2008 - March 2010
Fred Alger Management August 2009 - December 2009
Malecki Law June 2008 - August 2008
Skills
Corporate Law, Leases, Real Estate, Legal Research, Property Law, Securities, Corporate Finance, Contract Negotiation, Finance, Legal Writing, Private Equity, Contract Management, Refinance, Deal Closing, Marketing/Branding, Real Estate Law, Cooperative and..., Contract Review, Refinance Transactions, Deal Closure, Commercial Real Estate, Legal Advice, Negotiation, Acquisitions, Due Diligence
Education
New York Law School 2007 — 2010
Juris Doctor, Law
The University of Western Ontario 2003 — 2007
Bachelors, Finance
St. Andrew's College 1998 — 2003
Kwit Capital LLC / J Kwit Holdings LLC 1997 - Present
WebInvest LLC 2009 - Present
Jadeco Holdings LLC/Cresta Capital Strategies LLC 2004 - 2008
Fred Alger Management 1997 - 2001
Olympus Partners 1992 - 1997
Donaldson Lufkin & Jenrette 1987 - 1990
Skills
Hedge Funds, Strategy, Equities
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1983 — 1987
Bachelor of Arts (BA), Economics, History
Fieldston School 1978 — 1983
High School
Fred Alger Management September 2013 - Present
Stone Harbor Investment Partners LP December 2010 - December 2012
Orrick, Herrington & Sutcliffe LLP May 2009 - December 2010
Citigroup November 2007 - March 2009
Citigroup March 2006 - September 2007
Deutsche Bank June 2001 - 2005
Merrill Lynch 1992 - 2001
Skills
Marketing Management, Integrated Marketing, Brand Management, Product Marketing, Product Launch, Marketing Communications, Marketing Strategy, Client Development, Event Marketing Strategy, Financial Services, Capital Markets, Hedge Funds, Business Strategy, Fixed Income, Alternative Investments
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Barnard College
Bachelor of Arts (B.A.), Economics
Bronx High School of Science
Cline Trust, LLC February 2012 - Present
GFG Capital 2008 - 2010
Fred Alger Management 1996 - 2002
Skills
Advent, Portfolio Management, Financial Analysis, Asset Management, Investments, Strategic Planning, Factset, Bloomberg, Excel, Asset Allocation, Hedge Funds, Fixed Income, Financial Reporting, Microsoft Office, Fund Accounting
Education
State University of New York College at Plattsburgh
Fred Alger Management March 2012 - Present
IndexIQ March 2009 - March 2012
BlackRock December 2006 - December 2008
Hanley Group Capital July 2006 - December 2006
Merrill Lynch June 2005 - August 2005
Skills
Series 7, Alternative Investments, ETFs, Separately Managed..., Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Investments, Capital Markets, Securities, Derivatives, Trading, Investment Management
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance and Economics
Mendham HS
Marshall Wace June 2009 - Present
Intrepid Capital Management February 2008 - May 2009
Fred Alger Management 2006 - 2008
OppenheimerFunds, Inc. 2001 - 2006
OFI Institutional Asset Management 2001 - 2006
Self-Employed 1998 - 2000
SEI Investments 1991 - 1997
The Wharton School, University of Pennsylvania December 1989 - May 1991
Harbridge House 1987 - 1989
Strategic Management Group, Inc. 1986 - 1987
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.)
University of Pennsylvania 1982 — 1986
Bachelor's Degree
Wayland High School 1978 — 1982
High School
Claflin Elementary School 1972 — 1976
Quarles Elementary School 1968 — 1972
Principal Financial Group October 2011 - Present
Standard Insurance Company October 2009 - July 2011
The Standard Retirement Plans Group 2009 - June 2011
Fred Alger Management June 2004 - January 2009
Fred Alger Mgmt 2001 - June 2004
Merrill Lynch February 1993 - May 2001
Skills
Retirement, Asset Allocation, Mutual Funds, Financial Services, Pensions, Marketing, Sales, Selling, Asset Management, Employee Benefits, Financial Advisory, Separately Managed..., Business Development, 401k
Education
Rider University 1982 — 1986
bachelor of Science, Finance
Ruskin Moscou Faltischek, PC September 2015 - Present
Kings County District Attorney's Office January 2015 - May 2015
Fidelity National Financial September 2014 - February 2015
Ruskin Moscou Faltischek, PC June 2014 - August 2014
New York City Law Department, Special Federal Litigation Division August 2013 - May 2014
Fred Alger Management June 2013 - July 2013
Skills
Spanish, Public Policy, Legal Writing, Legal Research, Westlaw, Lexis, Social Media, Community Outreach, Legal Issues, Compliance, Mutual Funds, Litigation, Civil Litigation, Municipalities, Transactional Law, Nonprofits, Public Speaking
Education
Brooklyn Law School 2012 — 2015
Juris Doctor, cum laude
New York University 2008 — 2012
B.A., Spanish, Politics, Latin American Studies
J.P. Morgan October 2014 - Present
Fred Alger Management May 2011 - September 2014
Barnum Financial Group An Office of MetLife August 2008 - May 2011
North Jersey Country Club 2000 - 2008
Toys R Us 2006 - 2007
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Series 7, Alternative Investments, Sales, Microsoft Excel, Estate Planning
Education
Quinnipiac University 2004 — 2008
Bachelors of Science, International Business
Ruder Finn April 2014 - May 2015
Ruder Finn June 2013 - March 2014
Ruder Finn October 2012 - June 2013
Ruder Finn June 2012 - October 2012
OttoPilot Media August 2011 - December 2011
Fred Alger Management June 2011 - August 2011
Seymour Pierce January 2011 - May 2011
Skills
Proficient in Spanish, Conversational in..., Skilled in Microsoft..., Microsoft Office, Analytics, Social Media, PowerPoint, Online Marketing, Excel, Google Analytics, Social Media Marketing, Marketing Strategy, Media Relations, Corporate Communications
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2008 — 2012
B.A., History, Art History
Berkley and Berkley General Servies 2008 - Present
Berkley and Berkley General Services January 1993 - Present
Vista Del Plaza Board Member April 2015 - May 2015
Razzz Entertainment 2001 - May 2015
Berkley and Berkley General Services 2005 - 2013
Oakland Unified School District 2005 - 2013
PG&E April 1995 - July 2001
Fred Alger Management May 1985 - January 1993
Skills
Microsoft Office, Construction, Team Leadership, Strategic Planning, Contract Management, Microsoft Word, Team Building, SAP, PowerPoint, Leadership, Event Management, Marketing, Access, Customer Service, Management, Process Scheduler, Project Management, Public Speaking, Program Management, Budgets, Public Relations, Project Planning, Nonprofits, Word, Diva Worldwide Travel..., Spa vacations for Diva's
Education
University of Alabama 1975 — 1978
BA, Film and Marketing, 3.5
Wichita State University 1973 — 1974
Radio and Television Broadcasting Technology/Technician, Sophomore
Fred Alger Management, Inc. January 2015 - Present
Fred Alger Management June 2011 - Present
Alliance Bernstein January 2008 - June 2011
Skills
APL, Filezilla,..., Financial Services, Wealth Management, Capital Markets, Series 63, Trading, Derivatives, Financial Markets, Investment Banking, Relationship Management, Financial Modeling, Strategic Financial..., Retirement Planning, Investment Management, Investment Advisory, Valuation, Private Equity, Risk Management, Finance, Financial Analysis, Banking, FINRA, Credit, Corporate Finance
Education
Manhattan College 2005 — 2007
Bachelor's degree, Marketing
Textron August 2015 - Present
Kautex Textron February 2015 - August 2015
Kautex Textron August 2014 - January 2015
Textron Aviation August 2013 - July 2014
Fred Alger Management May 2012 - August 2012
Skills
Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Leadership, Budgets, Research, Market Research, Strategic Planning
Education
Boston College - Carroll School of Management 2009 — 2013
Bsc - Business Management, Finance, History
GlobeOp Financial Services May 2007 - Present
Fred Alger Management May 2005 - May 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Capital Markets, Investment Banking, Valuation, Bloomberg, Asset Management, Alternative Investments, FX Options, Middle Office, Portfolio Management, Credit Derivatives, Financial Modeling, Securities, Investments, Private Equity, Mutual Funds, Options, Fund Accounting
Education
City University of New York-Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, Cum Laude
UBS Global Asset Management October 2014 - Present
TA Capital Management, LLC September 2013 - May 2014
Total Alignment Wealth Advisors, LLC August 2013 - May 2014
Fred Alger Management December 2012 - August 2013
Fred Alger Management June 2011 - December 2012
Fred Alger Management December 2006 - June 2011
General Motors Asset Management November 2004 - December 2006
Dahab Associates, Inc. December 2002 - December 2004
Morgan Stanley September 2000 - April 2002
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Finance, Portfolio Management, Business Strategy, Wealth Management, Financial Advisory, Equities, Investment Advisory, Series 7, Family Office, Capital Markets, PowerPoint, Asset Management, Microsoft Excel, Morningstar, Microsoft Word, Management, Factset, Financial Analysis, Strategy, Outlook, Excel, Word, Investment Management, Financial Services
Education
University of Pitsburgh 1996 — 2000
BSBA Business General Management
University of Pittsburgh 1996 — 2000
BSBA
Voya Investment Management (formerly ING U.S. Investment Management) May 2014 - Present
ING U.S. Investment Management May 2013 - April 2014
ING U.S. Investment Management July 2012 - April 2013
Fred Alger Management June 2011 - August 2011
Fernwood Advisors, Inc. January 2009 - July 2010
Fernwood Advisors, Inc. October 2005 - December 2008
PricewaterhouseCoopers June 2004 - August 2004
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Accounting
Boston College 2001 — 2005
BS, Finance, Accounting
Fred Alger Management August 2013 - Present
AXA Distributors May 2010 - August 2013
Metropolitan Life Insurance Company June 2008 - October 2009
Lincoln Financial Group September 2007 - December 2007
Johnson & Johnson May 2007 - August 2007
Education
Rowan University
Fred Alger Management March 2007 - Present
Ramius Capital Group 2004 - 2006
Education
University of Delaware 1998 — 2002
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Wilson Sonsini Goodrich & Rosati April 2014 - Present
Renren Games July 2012 - January 2014
Other Ocean/XIGANTIC April 2011 - June 2012
Wilson Sonsini Goodrich & Rosati January 2007 - April 2011
Kim & Chang 2001 - 2005
Digital Eclipse Software, Inc./Backbone Entertainment 1992 - 2005
EVue, Inc. 2000 - 2000
Paul, Weiss, Rifkind, Wharton & Garrison 1996 - 2000
Fred Alger Management July 1987 - June 1989
Skills
Acquisitions, Business Development, Corporate Governance, Corporate Law, Due Diligence, Entertainment, Intellectual Property, Mergers, Private Equity, Start-ups, Strategic Partnerships, Venture Capital, Video Games, Mobile Devices, Mergers & Acquisitions, Licensing
Education
University of California, Berkeley - School of Law 1990 — 1996
J.D., Law
Yale University 1983 — 1987
B.A., Economics
Phillips Exeter Academy 1980 — 1983
High School
Horace Mann School 1977 — 1980
Intermedium Financial November 2010 - Present
TSS January 2004 - May 2010
Fred Alger Management July 1986 - October 2003
Dreyfus June 1983 - July 1986
Skills
Fixed Income, Asset Managment, Investments, Mutual Funds, Finance, Series 63, Banking, Asset Management, Financial Services, Leadership, Wealth Management, Series 7, ETFs, Securities, Capital Markets, Management, Alternative Investments, Analysis, Investment Advisory, CRM, Portfolio Management
Education
LIU Post 1981 — 1985
BA, Finance
Reilly Resource Development, LLC September 2008 - Present
MRI Raleigh September 2006 - October 2007
The Albrecht Group November 2005 - August 2006
Focus Investment Group 2004 - 2005
US Trust Company 2004 - 2004
Fred Alger Management 1999 - 2004
Neuberger Berman 1996 - 1999
Skills
Recruiting, Executive Search, Finance, Financial Services, New Business Development, Banking, Marketing, Temporary Staffing, Relationship Management, Business Development, Investments, Strategy, Management, Mutual Funds, Asset Management, Hedge Funds
Education
Saint Bonaventure University 1988 — 1992
Bachelor's
Brandes Investment Partners September 2013 - Present
Tocqueville Asset Management September 2011 - September 2013
Ashfield Capital Partners, LLC 2010 - September 2011
Morgan Stanley Smith Barney 2003 - 2010
Fred Alger Management 1999 - 2003
MFS Investment Management 1997 - 1998
Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Certified Investment Management Analyst
Boston University 1993 — 1997
BA, International Relations, Economics
Rambillo, Inc. January 2012 - Present
Ralph Lauren November 2007 - March 2015
Giorgio Armani May 2007 - November 2007
JUICE Pharma Advertising 2005 - 2007
Fred Alger Management November 2002 - March 2005
Polo Ralph Lauren July 1996 - November 2002
Warhaftig Associates, Inc. August 1990 - April 1995
Skills
Photoshop, InDesign, Graphic Design, Illustrator, Adobe Creative Suite, Art Direction, Advertising, Layout, Illustration, Mac, PowerPoint, Word, Adobe Acrobat, Logo Design, Web Design, Retail, Graphics, Corporate Identity, Corporate Branding, Branding & Identity, Brand Development, Creative Direction, Catalogs, Concept Development, Fashion, Brochures, Creative Strategy, Packaging, Typography, Magazines, Direct Mail
Education
Wittenberg University 1987 — 1990
BFA, Art
School of Visual Arts 1989 — 1989
PwC Advisory Services LLC July 2015 - Present
PwC September 2011 - June 2015
Wolfe Trahan & Co. September 2010 - February 2011
JPMorgan Chase August 2003 - August 2008
Fred Alger Management October 2000 - April 2003
Salomon Smith Barney June 1998 - September 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Financial Analysis, Capital Markets, Private Equity, Equities, Investment Banking, Due Diligence, Hedge Funds, Fixed Income, Investments, Emerging Markets, Equity Valuation, Series 7, Competitive Analysis, Alternative Investments, Trading, Asset Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Seton Hall University 1994 — 1998
BSBA, Finance
Oxbridge Academic Programs June 2014 - August 2014
SILVER SAND CAPITAL PARTNERS 2009 - 2014
ARBAH CAPITAL 2007 - 2009
MEISENBACH CAPITAL 2005 - 2007
HEDGE FUND MANAGER 2001 - 2005
FRED ALGER MANAGEMENT 2000 - 2001
CIBC 1997 - 2000
BNP Paribas 1995 - 1996
Citicorp 1992 - 1994
J.P. Morgan 1991 - 1991
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Equity Research, Asset Management, Private Equity, Scenario Analysis, Risk Management, SWOT analysis, NPV, Equity Trading, Hedge Funds, Investment Banking, Equity Valuation, Big Data, Factor Analysis, Asset Managment, Trading, Executive Management, Business Analysis, Monte Carlo Simulation, Test Scenarios, PESTLE, Regression Analysis, Credit Risk, Emerging Markets, Economics, Business Strategy, Market Analysis, Competitive Analysis, Trading Strategies, Macroeconomics, Variance Analysis, VAR, Parametric Modeling, Econometrics, R, Cross-functional Team..., Global Macro, Microeconomics, Microsoft Office, Correlation, ASEAN, Latin America, GCC, Asia, Presentations, Business Development, Valuation
Education
Columbia University - Columbia Business School
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science
BS
Harvard University
Yale University - Yale School of Management
Scher Capital Management May 2008 - Present
Bear Stearns Asset Management July 2004 - May 2008
Fred Alger Management August 1999 - November 2002
Skills
Capital Markets, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Securities, Asset Managment, Private Equity, Investment Strategies, Equities, Asset Allocation, Fixed Income, Investment Management, Fund Of Funds, Investment Advisory, Series 7, Emerging Markets
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Chilton Investment Company August 2007 - Present
Fred Alger Management July 2002 - March 2005
Fred Alger Management June 2001 - August 2001
Education
Stanford University 2006 — 2007
MA
Stanford University Graduate School of Business 2005 — 2007
MBA
Stanford University 1998 — 2002
BA
Oxford University 2001 — 2001
St. Paul's School 1995 — 1998
The Buckley School 1985 — 1995
Fred Alger Management, Inc. January 2015 - Present
Fred Alger Management September 2008 - December 2014
The McNamara Group LLC September 2001 - September 2008
Skills
Separately Managed..., UMA, Microsoft Office, APL, Managed Accounts, Operations Management, Unified Managed Accounts, OnBase, SMA, GIPS, Axys, Omgeo Oasys, Security APL, Wrap Accounts, Workflow Management, Product Development, Salesforce.com, WRAP, Institutional Accounts, Account Reconciliation, Performance Management, Management Consulting, Outsourcing, Outsourcing Management, Process Automation, Event Planning, Event Management, Managing Accounts, Contract Negotiation, Asset Managment, Securities, Bloomberg, Back Office, Corporate Actions, Equity Trading, Relationship Management, Asset Management, Financial Services, Mutual Funds
Education
Mount St. Mary's University 1997 — 2001
BA, Business Finance
Fred Alger Management September 2012 - Present
Millennium Partners, LLC July 2011 - December 2011
Ameriprise/Seligman Investments March 2007 - June 2011
Eastern Design & Distributing Group, Inc July 2002 - February 2007
Eastern Group July 2001 - February 2007
Skills
Equity Research, Equities, Financial Modeling, Factset, Research, Industry Analysis, Bloomberg, Financial Analysis, Excel, Valuation, PowerPoint, Word, Investments, Finance
Education
Fordham Gabelli School of Business 2008 — 2011
MBA, Finance
Fordham University 2007 — 2011
MBA, Finance/Accounting
Wellesley College 1998 — 2002
Bachelor, Economics
Wellesley College 1998 — 2002
B.A, Economics; Calculus, Statistics, Econometrics, Industrial Organization, Law and Economics
ALPS Fund Services, Inc. August 2014 - Present
Nordstrom Credit, Inc. September 2013 - August 2014
AXA Equitable October 2008 - June 2013
Fred Alger & Co. September 2006 - October 2008
Fred Alger Management September 2006 - October 2008
AIM Investments Plc 1998 - 2005
Skills
Securities, Investments, Mutual Funds, Equities, Corporate Governance, Hedge Funds, Due Diligence, Legal Research, Tax, Alternative Investments, Series 7
Education
The University of Texas at Austin 2004 — 2007
Bachelor of arts, English
University de Jean moulan Lyon france 1995 — 1996
Na
Fred Alger Management November 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Skills
Asset Management
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance
Neuberger Berman February 2012 - Present
Fred Alger Management June 2009 - January 2012
AllianceBernstein Investments 2002 - 2008
Skills
Series 7, Mutual Funds, Marketing, Investment Advisory, Alternative Investments, Series 63, Separately Managed..., Investments, Retirement, Hedge Funds, Sales, Wealth Management, Fixed Income, Asset Allocation, Asset Management, Equities
Education
Tufts University 1993 — 1997
BA, ECONOMICS
BlackRock March 2005 - Present
Fred Alger Management September 2004 - March 2005
Merrill Lynch October 2000 - September 2004
Skills
Separately Managed..., ETFs, Mutual Funds, Alternative Investments, Risk Management, portfolio constuction, social security Planning, Retirement Planning, Uniform Combined State..., Asset Allocation, Fixed Income, Wealth Management, Investment Advisory, Asset Managment, Series 7, Portfolio Management, Investments, Wealth Management..., Copywriting, Retirement, 401k, Pensions, Asset Management, Bonds, Equities, FINRA, Finance, Financial Advisory, Financial Services, Hedge Funds, High Net Worth..., Investment Management, Investment Strategies, Securities, Series 6, Series 63, Series 65, Financial Markets, Options, Institutional, Structured Products, Capital Markets, Investment Advisory..., Institutional...
Education
Rider University 1998 — 2000
B.S., Finance
Drexel University - College of Business and Administration 1996 — 1998
Finance
Fred Alger Management October 1993 - Present
Fred Alger & Company October 1993 - Present
BDO Seidman 1989 - 1993
Education
Bucknell University 1985 — 1989
Tradweb Direct May 2013 - Present
Mom for JustWeetwo 2013 - 2014
Mom for JustWeetwo 2013 - 2014
NorthPoint Solutions May 2009 - March 2013
Bluefield Holdings June 2008 - February 2009
Fred Alger Management October 2003 - May 2008
Fred Alger Management October 2000 - October 2003
Prudential Financial March 1999 - September 2000
American Express Financial Advisors July 1998 - March 1999
Skills
Hedge Funds, Alternative Investments, Equities, Portfolio Management, Asset Managment, Fixed Income, Trading, Investment Banking, Investments, Risk Management, New Business Development, Financial Analysis, Sales, Asset Management, Relationship Management, Business Development, Finance, Financial Services, Derivatives, Financial Markets, Series 7, Series 63, Trading Systems, Electronic Trading
Education
Penn State University 1994 — 1998
BA, Finance minor Japanese
Devi Asset Management April 2015 - Present
Fred Alger Management December 2007 - January 2015
The Boston Company July 2007 - December 2007
Prudential Financial April 2006 - June 2007
PAW Partners August 2004 - March 2006
Seminole Capital Partners February 2003 - August 2004
Prudential Securities May 1996 - January 2003
Thomson Financial May 1991 - May 1996
Georgeson Shareholder March 1989 - May 1991
Pioneer Investments June 1986 - March 1989
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Asset Management, Mutual Funds, Asset Managment, Capital Markets, Investments, Securities, Alternative Investments, Private Equity, Bloomberg, Trading, Equity Valuation, Investor Relations, Series 7, Investment Management, Valuation, Fixed Income, Financial Modeling, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Information Technology
Hamilton College 1982 — 1986
AB
St. Andrew's School 1980 — 1982
Scituate High School 1978 — 1980
Fred Alger Management 2007 - Present
Education
University of Notre Dame 1995 — 1999
BBA, Finance
Ascend Capital July 2012 - Present
Fred Alger Management July 2011 - July 2012
T Rowe Price June 2010 - September 2010
Meetinghouse LLC / Haverford Capital Partners February 2006 - August 2009
PricewaterhouseCoopers, LLP 2005 - 2005
Skills
Investments, Private Equity, Hedge Funds, Equity Research, Asset Management, Alternative Investments, Asset Managment, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics
Brigham Young University 1998 — 2005
BS, Accounting
Elizabeth Park Capital May 2014 - Present
DISCERN April 2010 - April 2014
Pyramis 2006 - 2009
Credit Suisse Asset Management 2004 - 2006
HSBC Asset Management 2003 - 2004
Fred Alger Management 2001 - 2003
First Chicago NBD 1992 - 1998
Skills
Capital Markets, Equities, Financial Services, Wealth Management, Investments, Bloomberg, Portfolio Management, Asset Allocation, Equity Valuation, Investment Advisory, Alternative Investments, Mergers & Acquisitions, Analysis, Investor Relations, Equity Research, Asset Management, Valuation, Emerging Markets, Series 7, Hedge Funds, Securities, Fixed Income, Finance, Investment Strategies, Series 63, Trading, Investment Banking, Financial Modeling, Financial Markets, Mutual Funds, Corporate Finance, Investment Management, Private Equity, Bonds, Equity Trading
Education
University of Michigan 1984 — 1989
University of Michigan
BBA - Finance & Marketing
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (M.B.A.), Finance
D. E. Shaw & Co. November 2008 - Present
Fred Alger Management June 2005 - November 2008
Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Valuation, Due Diligence, Corporate Finance, Financial Analysis, Derivatives, Portfolio Management, Asset Management
Education
The University of Texas at Austin 1998 — 2005
Bachelor of Science (BSc), Petroleum Engineering
U.S. Department of the Treasury October 2012 - October 2014
UNESCO May 2011 - September 2011
Fred Alger Management August 2007 - August 2009
Skills
International Relations, Policy Analysis, International..., Politics, Public Policy, Economics, Stata, European Union, Foreign Policy, Political Science, Policy, Nonprofits
Education
Columbia University - School of International and Public Affairs
Master of Public Administration (MPA), International Security Policy
Institut d'Etudes politiques de Paris
Master of Public Affairs (MPA), Sciences Po Paris, International Affairs
Harvard University
AB in Government, Citation in French
Center for University Programs Abroad
Study Abroad, French, Government
Tuck School of Business at Dartmouth
Summer MBA Program
Community School of Naples
High School, Salutatorian
St. Albans School of Public Service
Grant Recipient for Summer Study
ABDD Capital January 2010 - Present
The Panel Media Group February 2006 - December 2009
Fred Alger Management January 2002 - January 2006
Goldman Sachs May 2000 - January 2002
Skills
Private Equity, Valuation, Digital Strategy, Real Estate, Investments, Hedge Funds, Integrated Marketing, Alternative Investments, Venture Capital, Asset Management, Investment Banking, Entrepreneurship
Education
Brown University 1996 — 2000
Fred Alger Management August 2005 - Present
Fred Alger & Company August 2005 - Present
AMVESCAP October 2004 - July 2005
Credit Suisse Asset Management August 2002 - October 2004
Credit Suiss Asset Management January 1997 - July 2002
Skills
Mutual Funds, Investment Management, Strategic Planning, Financial Advisory, Hedge Funds, Alternative Investments, Asset Management, Equities, Fixed Income, Investments, Securities, Portfolio Management
Education
Northwestern University School of Law 1986 — 1989
J.D
Columbia University in the City of New York 1982 — 1986
BA, Economics
Fred Alger Management July 2013 - Present
Harvard Business School August 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Exxon Mobil August 2009 - August 2011
Protiviti May 2008 - December 2008
Movado Group, Inc. September 2007 - May 2008
UPS May 2006 - August 2006
Skills
Financial Modeling, Project Management, Data Analysis, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Due Diligence, Product Development, Operations Management, Financial Analysis, Strategic Planning, Competitive Analysis, Six Sigma, Business Analysis, Microsoft Excel, MS Project, Valuation, Project Planning, Business Development
Education
Harvard Business School 2011 — 2013
MBA
Stevens Institute of Technology 2004 — 2009
BE, Mechanical Engineering, graduated with honors
Stevens Institute of Technology 2004 — 2009
ME, Engineering Management
The University of Hong Kong 2007 — 2007
Talpion Fund Management LP July 2014 - Present
Fred Alger Management 2007 - 2013
Second Curve Capital May 2006 - August 2006
Education
New York University
BA, Economics
Barnum Financial Group, An Office of MetLife March 2014 - Present
The Weiss Group, An Office of MetLife August 2010 - March 2014
Newport Financial Group, Inc. June 2009 - September 2010
M&M Brokerage Services, Inc. 2005 - 2009
Fred Alger Management 2002 - 2005
Skills
Financial Services, Asset Allocation, Asset Management, Disability Insurance, Insurance, Investments, Life Insurance, Retirement Planning, Series 7, Estate Conservation..., Wealth Management...
Education
Union College 1998 — 2002
Avon Old Farms 1994 — 1998
Private Practice April 2014 - Present
Boston, MA September 2011 - April 2014
Nationwide Investment Management October 2007 - September 2011
State Street Bank 2004 - 2007
Fred Alger Management 2000 - 2004
Skills
Securities, Mutual Funds, Hedge Funds, AML, Asset Managment, Alternative Investments, Investment Advisory, Corporate Governance, Investments, Financial Services, Private Equity, Due Diligence, Risk Management, FINRA, Broker-Dealer, Securities Regulation, Enterprise Risk..., Insurance, Fixed Income, Commodity, Process Improvement, TCF, Loans, Capital Markets, Financial Risk, Securities Offerings, Mergers, Brokerage, Banking, Asset Management, Mergers & Acquisitions, Investment Advisers Act, Equities, Series 24, Investment Company Act, Derivatives, Corporate Law
Education
Boston College Law School
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Douglass College Rutgers University
Bachelor of Arts (B.A.)
Vanguard January 2012 - Present
The School Without Walls December 2012 - October 2014
Fred Alger Management August 2001 - January 2012
MFS Investment Management August 1998 - August 2001
Skills
Mutual Funds, Asset Management, Investments, Series 7, Asset Allocation, Alternative Investments, Series 63, Equities, Wealth Management, Marketing, Investment Advisory, Separately Managed..., Sales, Investment Strategies, New Business Development, Portfolio Management, Fixed Income, Retirement Planning, Direct Marketing
Education
Kenyon College 1994 — 1998
Bachelor's degree, English Language and Literature/Letters
Deerfield Academy
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Fred Alger Management May 2007 - February 2009
Caxton Health Holdings September 2004 - August 2006
UBS Investment Bank 2000 - 2004
Skills
Equity Research, Valuation, Hedge Funds, Mutual Funds, Equities, Equity Valuation, Financial Modeling, Asset Management, Investments, Portfolio Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Tulane University
Juniper Investment Fund May 2011 - Present
Alpine Woods 2010 - May 2011
First New York Securities 2001 - 2009
Kern Capital Management 1997 - 2001
Delaware Management 1995 - 1997
Fred Alger Management 1991 - 1995
JP Morgan Chase 1987 - 1989
Skills
ABS, Alternative Investments, Equity Research, Hedge Funds, Capital IQ, Project Finance, Equities, Manager Selection, Portfolio Management, Sell Side, Investments, Financial Modeling, Valuation, Mutual Funds, Securities, Private Equity, Proprietary Trading, Derivatives, Capital Markets, Investment Management, Buy-side, Equity Valuation, Series 7, Series 63, Fixed Income, Trading, Bloomberg, Special Situations, Investor Relations, Equity Trading, Investment Strategies, Options, Fund Of Funds, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
B.S., Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
John Hancock Funds, LLC March 2011 - August 2012
Fred Alger Management September 2009 - July 2010
Fred Alger Management, Inc. May 2007 - September 2009
Smith Barney May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Managment, Mutual Funds, Series 7, Bloomberg, Investment Management, Asset Allocation, Investments, Equities, Portfolio Management, Series 63, Asset Management, Research, Hedge Funds, Financial Services, Fixed Income
Education
Fordham Gabelli School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Gettysburg College 2000 — 2004
Bachelor's degree, Business Management
Wells Fargo Private Bank April 2010 - Present
Citi Private Bank 2003 - April 2010
Fred Alger Management 2002 - 2003
Goldman Sachs 2000 - 2001
Skills
Hedge Funds, Loans, Structured Finance, Capital Markets, Private Banking, Banking, Wealth Management, Alternative Investments, Credit, Structured Products, Financial Markets, Investment Advisory, Commercial Lending, Estate Planning, Investments, Treasury Management, Securities, Loan Origination, Wealth, Private Equity, Equities, Financial Advisory, Series 7, Options, Commercial Banking, Risk Management, Wealth Management..., Bonds, Mortgage Lending, Financial Structuring, Cash Flow, Retirement Planning, Asset Management, FX Options, Portfolio Management, Credit Risk, Derivatives, Cash Management, Trust Services, Investment Management, Fixed Income, Series 63, Valuation, Asset Allocation, Mutual Funds, Credit Analysis, Brokerage, Investment Banking, Relationship Management, Financial Services
Education
Nankai University
Chinese Language, Chinese Literature
Stephen F. Austin State University
University of Minnesota-Twin Cities
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Hedge Fund 2006 - Present
JPMorgan 2003 - 2006
Fred Alger Management 2000 - 2003
Education
New York University
MA
Western Washington University
BA, Economics
Syracuse University 1993 — 1994
Oracle January 2015 - Present
Bozeman Deaconess Health Services August 2011 - August 2014
Champlain Valley Health Network and The Adirondack Medical Home Project August 2010 - July 2011
Fred Alger Management March 1995 - October 2008
Alliance Bernstein Investment July 1993 - February 1995
Skills
Program Management, Insurance, Process Improvement, Microsoft Excel, Strategic Planning, Management, Asset Management, Investments, Public Speaking, Customer Service, Marketing, Project Management, Finance, Sales, Accounting, Business Analysis, CRM, Coaching, Contract Negotiation, Disaster Recovery, Editing, Equities, Financial Analysis, Financial Reporting, Microsoft Office, Mutual Funds, Negotiation, Performance Management, Research, Risk Management, Securities
Education
State University of New York at Albany 1989 — 1993
BA, Economics
Pace University-Pleasantville/Briarcliff Campus 1988 — 1989
Business Administration and Management, General
Envestnet, Inc July 2013 - Present
Prudential Financial February 2008 - June 2013
Prudential Financial May 2005 - February 2008
The Concord Advisory Group, Ltd. September 2003 - May 2005
Prudential Financial 2002 - 2003
Fred Alger Management 1999 - 2002
Skills
Fixed Income, Mutual Funds, Investments, Wealth Management, Equities, Investment Strategies, ETFs, Securities, Separately Managed..., Financial Services, Vendor Goverance, Project Management, Bloomberg, FactSet, MPI Stylus, Financial Modeling, Cash Management, Finance, Financial Analysis, Investment Management, Valuation, Strategy
Education
Rutgers, The State University of New Jersey-Newark 2004 — 2006
MBA, Finance, General
The New York Philharmonic January 2009 - Present
New York Philharmonic January 2009 - September 2010
Fred Alger Management January 2004 - April 2008
Prudential Investments 1998 - 2003
Skills
fundraising for..., Public Relations, New Business Development, Event Planning, Social Media Marketing, Direct Marketing, Nonprofits, Financial Services, Event Management, Marketing Management, Social Media, Strategic Planning, Email Marketing, Editing, Strategic Communications, Marketing Strategy, Media Relations, Fundraising, Management
Education
Montclair State University
BA, French
New Horizons CLC 2006 - 2007
National Association of Securities Dealers (NASD/FINRA) 2004 - 2006
1838 Investment Advisors 1999 - 2002
Phoenix Investment Partners 1997 - 1999
Fred Alger Management 1993 - 1997
General Dynamics Corporation 1988 - 1993
Skills
Investments, Portfolio Management
Education
New Horizons Computer Learning Center 2006 — 2007
MCSE, CompTia Security+, Network+, A+, Information Technology
CFA Institute 1993 — 1996
CFA, Finance
Rensselaer Polytechnic Institute 1988 — 1991
MBA, Finance
Rochester Institute of Technology 1985 — 1988
Bachelor of Technology, Engineering Technology
Alfred State College - SUNY College of Technology 1983 — 1985
A.A.S., Mechanical Engineering Technology
Pierian Funds May 2011 - Present
Jefferies LLC August 2006 - April 2011
Fred Alger Management February 2005 - July 2006
Alkeon Capital Management January 2002 - February 2005
CIBC Oppenheimer October 1996 - December 2001
Value Line August 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Equity Research, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Trading, Capital Markets, Bloomberg, Investments, Financial Markets, Venture Capital, Fixed Income, Asset Management, Investment Management, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA - Concentration in Finance and Accounting
Lehigh University 1989 — 1993
BS Finance
n/a - currently unemployed May 2009 - Present
National Accounts August 2008 - January 2009
Fred Alger Management January 1996 - January 2009
Fred Alger Management, Inc. January 2007 - July 2008
West Coast June 2006 - December 2006
Fred Alger Management December 1998 - December 2001
Neuberger Berman October 1995 - December 1995
Dean Witter May 1991 - October 1995
Dean Witter October 1994 - January 1995
Education
Rutgers University-New Brunswick 1987 — 1991
FINRA January 2011 - April 2011
Fred Alger Management August 2010 - December 2010
Robbins Gellar Rudman & Dowd LLP June 2010 - August 2010
Federal Trade Commission January 2010 - May 2010
United States District Court, E.D.N.Y. August 2009 - December 2009
Bronx Housing Court May 2009 - August 2009
Brooklyn Law School May 2009 - August 2009
AIM Healthcare January 2006 - August 2008
Education
Brooklyn Law School 2008 — 2011
Binghamton University 2001 — 2005
B.A, English
AIG January 2014 - Present
Prudential Financial January 2011 - December 2013
AIG January 2010 - January 2011
State Street June 1999 - July 2009
AIG October 1997 - June 1999
Depository Trust Company 1996 - 1997
Fred Alger Management November 1992 - May 1996
Education
Seton Hall University 1986 — 1990
BA, Communications
Fred Alger Management 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Sperry Capital Management 1981 - 1985
Manufacturers Hanover Trust 1979 - 1981
United States Trust Company 1975 - 1979
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Investment Management, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Investments, ETFs, Separately Managed..., Series 63
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance & Investments
Legacy Advisors LLC December 2005 - Present
1838 Investment Advisors 2003 - 2005
McHugh Associates 1996 - 2003
Fred Alger Management 1995 - 1996
Pitcairn Trust Company 1992 - 1995
Wheat First Butcher & Singer 1990 - 1992
Prudential Bache Securities 1986 - 1990
Wheat First Securities 1981 - 1986
Skills
Investments, Mutual Funds, Equities, Wealth Management, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Alternative Investments, Asset Allocation
Education
University of Richmond - Robins School of Business 1976 — 1980
BS, Economics, Finance and Accounting
The CFA Institute
CFA Designation
Fred Alger Management July 2004 - September 2015
Credit Suisse July 2001 - July 2004
Skills
Equities, Portfolio Management, Investments, Bloomberg, Financial Modeling, Valuation, Equity Research, Asset Management, Financial Analysis, Capital Markets
Education
Harvard University 1998 — 2001
A.B., Economics
Detroit Pistons August 2014 - Present
Detroit Pistons December 2011 - August 2014
NBA January 2009 - December 2011
New Jersey Nets June 2006 - December 2008
Duke Men's Basketball August 2004 - May 2006
Fred Alger Management July 2002 - May 2004
Cologne 99ers August 2000 - May 2002
UBS PaineWebber May 1998 - May 2000
Skills
Strategic Planning, Valuation, Team Management, Sports, Sports Marketing, Sports Management, Social Media, Sponsorship, Public Speaking, Marketing, Social Media Marketing, Research, Event Management, Event Planning, Media Relations, Management
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration
Amherst College 1993 — 1997
Bachelor of Arts, Law Jurisprudence
Fred Alger Management September 2000 - Present
Merrill Lynch July 1997 - August 2000
Charles Schwab June 1993 - July 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Series 63, Equities, ETFs, Investments, Fixed Income, Series 24, Separately Managed..., Business Development, Key Account Management, New Business Development
Education
Louisiana State University 1978 — 1983
Bachelor of Science (BS), Marketing/Finance
TIAA-CREF July 2006 - Present
Fred Alger Management April 2002 - July 2006
PNC 2000 - 2002
USA Bancshares 1999 - 2000
USMC 1992 - 1996
Skills
Equity Research, Equities, Hedge Funds, Asset Managment, Financial Modeling, Portfolio Management, Investments, Bloomberg, Capital Markets, Securities, Equity Valuation, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis
Education
Drexel University 1997 — 1999
Master of Business Administration (M.B.A.), Investments and Securities
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
roman catholic high school
Fred Alger Management Portfolio AdministratorW.R. Huff Asset ManagementOctober 1992 - March 2007
kidder Peabody 1981 - 1987
Skills
Securities, Mutual Funds, Alternative Investments, Asset Allocation
Education
Fairleigh Dickinson University 1977 — 1981
Elementary Education
Fairleigh Dickinson University 1977 — 1981
elementary education
SIMSBURY HIGH SCHOOL 1973 — 1977
ClearBridge Investments July 2014 - Present
Fred Alger Management January 2013 - June 2014
Fred Alger Management May 2008 - December 2012
WisdomTree Asset Management October 2005 - May 2008
Investment Management Solutions, Ltd September 2001 - October 2005
Pilgrim Baxter & Associates 1986 - 2001
Skills
Equities, Asset Management, Investment Management, Investment Strategies, Strategic Planning
Education
St. Joseph's University 1998 — 2000
Graduate work, Finance
Rosemont College 1984 — 1987
BS, Management
Marulli, Lindenbaum & Tomaszewski, LLP April 2015 - Present
The Law Office of Aaron M. Schlossberg, P.C. December 2013 - April 2015
Tarter Krinsky & Drogin LLP May 2013 - December 2013
Thomson Reuters Westlaw August 2012 - December 2013
King's County Supreme Court - Law Department January 2013 - May 2013
Office of the Attorney General of the State of New York August 2012 - December 2012
Fred Alger Management June 2012 - August 2012
Courtroom Advocates Project September 2011 - January 2012
Rakinic and Mezzy, LLC May 2009 - July 2011
Invincible Pictures June 2010 - September 2010
Skills
Research, Microsoft Office, Photoshop, Proofreading, Legal Research, Legal Writing, Westlaw, PowerPoint, Social Media, Social Networking, Editing, Corporate Law, Spanish, Marketing, Microsoft Word, Microsoft Excel
Education
Brooklyn Law School 2011 — 2014
Juris Doctor, 3.64
University of Maryland, Robert H. Smith School of Business, College 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.6
Anglo-American University, Prague 2010 — 2010
Fred Alger Management November 2010 - December 2014
Citigroup Global Markets May 2009 - July 2010
Merrill Lynch 2007 - 2009
Skills
Portfolio Management, Capital Markets, Investments, Fixed Income, Healthcare, Hedge Funds, Equities, Equity Research, Financial Modeling, Alternative Investments, Asset Management, Asset Managment, Valuation, Private Equity, Emerging Markets
Education
Pennsylvania College of Optometry
Doctor of Optometry
Pennsylvania College of Optometry
Bachelor of Science, Optical Science
University of Pittsburgh
Bachelor of Science, Magna cum Laude, Biology and Psychology
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration, Finance Concentration
Fred Alger Management SVP-HEAD EQUITY TRADERFRED ALGER1991 - Present
Education
Nassau Community College
Nassau Community College
Nassau Community College
WVU
Fred Alger Management
Skills
Asset Management, Investments
Education
Rutgers University-New Brunswick 1994 — 1998
Economics
Fred Alger Management May 2005 - Present
Prudential Equity Group 2003 - 2005
JPMorgan Chase 1999 - 2002
Skills
Equities, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Equity Research, Asset Managment, Bloomberg, Valuation, Portfolio Management, Investments
Education
University of Chicago Graduate School of Business 1997 — 1999
MBA, Finance and Accounting
Queen's University 1990 — 1994
Bachelor of Commerce (B.Com.)
Fred Alger Management September 2001 - Present
Fred Alger Management 1994 - 2001
Simpson Thacher & Bartlett LLP August 1989 - January 1994
Supreme Court of the U.S. 1987 - 1988
Skills
Hedge Funds, Private Equity, Equities, Venture Capital, Mergers & Acquisitions, Asset Management, Investments, Alternative Investments, Investment Management, Capital Markets, Mutual Funds, Securities, Portfolio Management, Finance
Education
Harvard Law School 1984 — 1987
Doctor of Law (JD)
Stanford University 1980 — 1984
Bs, Biology
Stanford University
Bachelor of Arts (BA) and Bachelor of Science (BS)
American Century Investments April 2015 - Present
Fred Alger Management May 2011 - April 2015
JP Morgan Chase April 2010 - May 2011
Merrill Lynch May 2008 - April 2010
Westrok Advisors May 2007 - May 2008
Skills
Wealth Management, Solution Selling, Series 7, Series 63, Financial Analysis, Banking, Credit, Investments, Equities, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program
Southern Connecticut State University 2003 — 2007
Business, Management
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Bank of America Merrill Lynch March 2010 - Present
Fred Alger Management September 2004 - January 2010
Neuberger Berman May 1993 - September 2004
The Bank of New York September 1989 - May 1993
PERSHING AND CO June 1987 - September 1989
Skills
Securities, Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities
Education
New York University 1982 — 1986
BS, Management/Marketing
benjamin n cardozo 1980 — 1982
hs
Smartlite USA September 2014 - Present
OnetoOne Physical Therapy 2009 - 2010
Cypress Financial Recoveries, LLC January 2005 - February 2008
South wind Associates January 2004 - June 2004
Fred Alger Management 1992 - 2003
Gruntal 1987 - 1992
Skills
Asset Managment, Financial Services, Investments
Education
Montclair State University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Lowell Public Schools January 2013 - Present
UBS December 2008 - May 2009
Wachovia, A Wells Fargo Company May 2008 - December 2008
TIAA-CREF July 2006 - October 2007
Fred Alger Management 2000 - 2006
Valenzuela Capital Partners, LLC February 2000 - October 2000
PaineWebber 1996 - 2000
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Securities, Bloomberg, Portfolio Management, Asset Managment, Trading, Trading Systems
Education
University of Massachusetts at Lowell 2011 — 2013
Master of Education (M.Ed.), Elementary Education and Teaching
New Jersey City University 2004 — 2006
BS, Finance
Hutchin Hill Capital May 2011 - Present
Fred Alger Management July 2008 - May 2011
Pequot Capital September 2006 - December 2007
Citadel Investment Group May 2004 - March 2006
UBS 2002 - 2004
McKinsey & Company 2001 - 2002
Hospital of the University of Pennsylvania July 1996 - June 1999
Tulane University School of Medicine July 1995 - June 1996
Tulane University School of Medicine July 1992 - June 1995
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Healthcare
Tulane University School of Medicine 1988 — 1992
MD
University of Rochester 1983 — 1987
BA
Buckingham Browne & Nichols 1977 — 1983
Bloomberg LP February 2015 - Present
Bloomberg LP October 2013 - February 2015
Bloomberg LP August 2011 - October 2013
Fred Alger Management June 2010 - July 2010
Fred Alger Management June 2009 - July 2009
Skills
Photoshop, Dreamweaver, Illustrator, Bloomberg Terminal, Bloomberg, Microsoft Excel, PowerPoint, Equities, Microsoft Office, Microsoft Word, Financial Analysis, Social Media, Research
Education
Lafayette College 2007 — 2011
BA, Government and Law
West Windsor Plainsboro High School South 2003 — 2007
Evercore ISI July 2010 - Present
First Manhattan Company February 2007 - July 2010
Morgan Stanley 1996 - 2006
Credit Suisse June 1991 - April 1996
Fred Alger Management June 1987 - July 1989
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, HIstory
Fred Alger Management 2008 - Present
Skills
Mutual Funds, Alternative Investments, Series 7, ETFs, Series 63, Investment Advisory, Wealth Management, Investments, 401k, Fixed Annuities, Separately Managed..., Asset Allocation, Hedge Funds, Investment Strategies, Investment Management, Equities, Asset Management, Securities, Fixed Income, Bloomberg, Equity Research, Uniform Combined State...
Education
Connecticut College
University of Connecticut School of Law
BlueCrest Capital Management, LLP November 2013 - Present
University of Chicago Booth School of Business September 2011 - June 2013
Fred Alger Management June 2012 - August 2012
Trilantic Capital Partners (formerly Lehman Brothers Merchant Banking) July 2007 - June 2011
Lehman Brothers June 2006 - August 2006
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
Georgetown University 2003 — 2007
Finance & Accounting
Fred Alger Management Equity Research AssociateOppenheimer & Co. Inc.April 2009 - June 2010
Skills
Equities, Hedge Funds, Valuation, Bloomberg, Equity Research, Alternative Investments, Equity Valuation, Financial Modeling, Capital Markets
Education
Cornell University 2004 — 2008
ARTIO GLOBAL July 2005 - September 2011
Fred Alger Management 2000 - 2003
Fred Alger Management 1998 - 2000
Christie's 1997 - 1998
Skills
Bloomberg, Portfolio Management, Hedge Funds, Financial Services, Advertising, Product Development, Alternative Investments, Media Relations, Management, Sales, Marketing Communications, Marketing Strategy, Marketing, ETFs, Market Analysis, Institutional...
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Mount Holyoke College
Fred Alger Management January 2006 - Present
Bank of America January 2005 - December 2005
Fiduciary Trust Company Int'l April 1999 - December 2004
Skills
Portfolio Management
Education
Pace University 2002 — 2004
MBA, Financial Management
The College of New Jersey 1994 — 1998
Bachelor of Science, Finance
Topni Capital August 2010 - Present
The Royce Funds June 2008 - August 2010
JK Capital Management January 2007 - December 2008
Credit Suisse January 2003 - December 2006
PIMCO January 1999 - October 2002
Fred Alger Management January 1994 - December 1998
Skills
Languages, Koeran, Japanese,..., Portfolio Management, Mutual Funds, Finance, Investments, Investment Management, Equities, Private Equity, Hedge Funds, Fixed Income, Investment Banking
Education
Harvard University
A.B., Biochemical Sciences
Fred Alger Management February 2013 - Present
Allianz Global Investors 1994 - September 2012
A.B. Laffer, V.A. Canto & Associates 1989 - 1994
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA)
University of California, San Diego
Bachelor's degree, Economics
Fred Alger Management May 2011 - Present
MetLife July 2001 - October 2008
Prudential June 1997 - May 2000
Skills
Corporate Identity, QuarkXPress, Layout, InDesign, Illustrator, Graphic Design, Adobe Creative Suite, Illustration, Web Design, Photoshop, Advertising, Email Marketing, Marketing Communications, PowerPoint, Social Media Marketing, Social Media, Presentation Development, Marketing, Microsoft Office, Microsoft Excel, Corporate Branding, Branding & Identity, Graphics
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
Bachelor of Arts (BA), Graphic Design
Academic High School 1980 — 1984
Morgan, Lewis & Bockius LLP November 2014 - Present
Bingham McCutchen LLP January 2014 - November 2014
Fred Alger Management January 2013 - April 2013
U.S. Bankruptcy Court - Eastern District of New York September 2012 - December 2012
Bingham McCutchen May 2012 - July 2012
U.S. District Court - Southern District of New York January 2012 - May 2012
New York City School District, Special Commissioner of Investigation June 2011 - August 2011
Windels Marx Lane & Mittendorf, LLP July 2008 - July 2010
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (J.D.), magna cum laude
New York University 2005 — 2008
Bachelor of Arts (B.A.), Politics and Economics
ICONIQ Capital July 2014 - Present
Fred Alger Management May 2013 - August 2013
Google May 2012 - August 2012
Education
Claremont McKenna College 2010 — 2014