Gresham Investment Management LLC

Industry: Company

Description

Parent organization: Nuveen Investments, Inc.

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Gresham Investment Management LLC Employees

Employee
Years
Job
Industry
Nicola La Mota Nicola La Mota Greater New York City Area Details
Nicola La Mota's Gresham Investment Management LLC Experience June 2012 - November 2012
Job Project Manager, Strategic Operations, Medical Affairs at Sanofi
Industry Pharmaceuticals
Experience
Sanofi  March 2014 - Present
Sanofi  November 2012 - March 2014
Gresham Investment Management LLC   June 2012 - November 2012
Viva International Group  April 2010 - June 2012
Deloitte  September 2007 - April 2010
Tiffany & Co.   January 2006 - April 2007

Skills
Financial Reporting, Accounting, Financial Accounting, Financial Analysis, Budget, US GAAP, Auditing, Forecasting, General Ledger, SEC filings, Account Reconciliation, Financial Statements, Big 4, Internal Controls, External Audit, Variance Analysis, Consolidation, Budgets

Education
Seton Hall University   2007 — 2008
Masters of Science, Professional Accounting

Seton Hall University   2003 — 2007
Bachelor of Science, Accounting

Red Bank Catholic High School   1999 — 2003

Morgan (Meira) Russo Morgan (Meira) Russo Greater New York City Area Details
Morgan (Meira) Russo's Gresham Investment Management LLC Experience May 2010 - July 2010
Job Digital Merchandise Assistant at Macy's
Industry Apparel & Fashion
Experience
Macy's  April 2015 - Present
Honestly Me LLC   March 2011 - October 2014
ACCION USA  January 2011 - February 2011
Gresham Investment Management, LLC  May 2010 - July 2010
Long Branch Concordance   July 2009 - August 2009
Russo Partners, LLC  May 2009 - July 2009
Scholar Rescue Fund   August 2008 - August 2008
Cross-Cultural Solutions  June 2008 - August 2008
Ford Foundation International Fellowships Program  June 2007 - August 2007

Skills
Social Media, Spanish, PowerPoint, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, Entrepreneurship, Apparel, Sales

Education
University of Pennsylvania   2008 — 2012
BA, Major: Hispanic Studies, Minor: Philosophy

The Dalton School   2004 — 2008

AJ Lee AJ Lee Greater New York City Area Details
AJ Lee's Gresham Investment Management LLC Experience July 2009 - August 2009
Job Analyst at Graham Capital Management
Industry Financial Services
Experience
Graham Capital Management  December 2011 - Present
S.C.S Commodities/OTC Corp.   October 2011 - December 2011
Glencore  June 2010 - August 2010
Gresham Investment Management LLC   July 2009 - August 2009
Cantor Fitzgerald  June 2009 - July 2009
Cantor Fitzgerald  May 2008 - June 2008
SCS Commodities Corp.  June 2007 - August 2007

Skills
Capital Markets, Trading, Finance, Equities, Banking, Asset Management, Portfolio Management, Bloomberg, Financial Analysis, Accounts Payable

Education
Gabelli School of Business   2007 — 2011
Bachelor of Business, Finance

Roger Williams University   2007 — 2011
B.S., Finance, Political Science

Justin Wilner Justin Wilner Wilmington, Delaware Details
Justin Wilner's Gresham Investment Management LLC Experience May 2012 - August 2014
Job Finance Rotation Program Associate at Capital One
Industry Financial Services
Experience
Capital One  October 2014 - Present
Gresham Investment Management LLC   May 2012 - August 2014

Skills
Microsoft Excel, Teamwork, Investments, Microsoft Office, PowerPoint, Customer Service, Social Media, Microsoft Word, Bloomberg Terminal, Salesforce.com, Sales Force Development, Research, Finance, Time Management, Public Speaking, Management, Leadership, Financial Analysis, Analysis

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2010 — 2014
Bachelor's degree, Finance, General

Nadya Cheptenari Nadya Cheptenari Greater New York City Area Details
Nadya Cheptenari's Gresham Investment Management LLC Experience February 2007 - March 2012
Job Portfolio Implementation Analyst
Industry Financial Services
Experience
Gresham Investment Management LLC   February 2007 - March 2012

Skills
Bloomberg, Hedge Funds, Mutual Funds, Trading, Derivatives, Portfolio Management, Investments, Equities, Asset Management, Capital Markets, Alternative Investments, Fixed Income, Valuation, Asset Allocation, Securities

Education
Baruch College   2002 — 2007
BBA, Finance and Investments

Kaitlin Bergan Kaitlin Bergan New York, New York Details
Kaitlin Bergan's Gresham Investment Management LLC Experience January 2009 - August 2010
Job G2 Investment Partners
Industry Investment Management
Experience
G2 Investment Partners   September 2013 - Present
FWD Group   September 2011 - August 2013
Gresham Investment Management, LLC  January 2009 - August 2010

Skills
Strategic Communications, Social Media Marketing, Copywriting, Marketing Communications, Social Media, Digital Marketing, Strategy, Media Relations, Public Relations, French, Event Management, Online Marketing, Hedge Funds, Digital Strategy, Internal Communications, Social Networking, Corporate Communications, Press Releases, Digital Media

Education
London School of Economics and Political Science   2010 — 2011
MSc. Comparative Politics, Politics & Markets

University of Oxford   2005 — 2008
B.A., History

Jason Ungar Jason Ungar New York, New York Details
Jason Ungar's Gresham Investment Management LLC Experience December 2008 - June 2011
Job Managing Director at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners, LLC  July 2011 - July 2013
Gresham Investment Management, LLC  December 2008 - June 2011
Ansbacher Investment Management, Inc.   February 2006 - November 2008

Skills
Alternative Investments, Structured Products, Hedge Funds, Equities, Options Strategies, Commodity, Capital Markets, Investments, Options, Investment Management, Asset Allocation, Risk Management, Structured Finance, Asset Management, Hedging, Investment Advisory, Portfolio Management, Investment Strategies, Institutional..., Derivatives, Securities, Series 7, Mutual Funds, ETFs, Fund Of Funds, Series 63, Equity Derivatives, Financial Markets, Equity Trading, Wealth Management, Global Macro

Education
St. John's College   1986 — 1990
BA, Philosophy, Mathematics

Diego Blake Diego Blake New York, New York Details
Diego Blake's Gresham Investment Management LLC Experience August 2013 - Present
Job Compliance Officer & Vice President of Singapore Compliance at Gresham Investment Management LLC
Industry Investment Management
Experience
Gresham Investment Management Asia Pte Ltd.   April 2015 - Present
Gresham Investment Management LLC   August 2013 - Present
The Next Step Realty  February 2013 - Present
Goldman Sachs  July 2011 - February 2013
Goldman Sachs  June 2010 - August 2010
Selfridges (London, UK)   September 2009 - December 2009
Goldman Sachs  June 2009 - August 2009

Skills
Investments, Securities, Trading, Private Equity, Asset Managment, Asset Management, Banking, Capital Markets, Strategy, Investment Management, Microsoft Excel, Microsoft Office, Portfolio Management

Education
Siena College   2007 — 2011
BS, Finance

Jonathan Berland Jonathan Berland Greater New York City Area Details
Jonathan Berland's Gresham Investment Management LLC Experience 2006 - Present
Job Senior Managing Director at Gresham Investment Management
Industry Investment Management
Experience
Gresham Investment Management LLC   2006 - Present

Skills
Investment Management, Asset Management, Asset Allocation, Alternative Investments, Investment Strategies, Institutional..., Hedge Funds, Risk Management, Alternative Assets, Financial Markets, Commodity Markets, Energy, Oil/Gas, Agriculture, Metals, Precious Metals, Derivatives, Hedging, Financial Analysis, Organizational..., Winning Teams

Education
University of Pennsylvania - The Wharton School

Adam Gehrie Adam Gehrie Greater New York City Area Details
Adam Gehrie's Gresham Investment Management LLC Experience February 2014 - Present
Job General Counsel & Chief Compliance Officer at Gresham Investment Management LLC
Industry Law Practice
Experience
Gresham Investment Management LLC   February 2014 - Present
Eton Park Capital Management, L.P.   November 2010 - February 2014
Dechert LLP  March 2006 - November 2010
Orrick, Herrington & Sutcliffe LLP   September 2004 - February 2006

Skills
Hedge Funds, Securities, Alternative Investments, Legal Advice, private equity, investment advisers act, Private funds, Registered Investment..., Compliance, Investment Advisers Act, Investment Company Act, Private Equity Funding, Private Equity, Investments, Securities Regulation, Financial Structuring

Education
Georgetown University Law Center   2001 — 2004
Juris Doctor

Amherst College   1997 — 2001
BA, magna cum laude, French; Law, Jurisprudence and Social Thought

New Trier High School

Jennifer Koo, CFA Jennifer Koo, CFA New York, New York Details
Jennifer Koo, CFA's Gresham Investment Management LLC Experience September 2011 - December 2013
Job
Industry Investment Banking
Experience
CIBC  January 2014 - Present
Gresham Investment Management LLC   September 2011 - December 2013
Barclays Capital  2005 - 2011
JPMorgan Chase  2003 - 2004
JPMorgan Chase  2000 - 2002

Skills
Credit Derivatives, Commodity, Hedge Funds

Education
Columbia University in the City of New York   2005 — 2010
MA, Mathematics of Finance

Massachusetts Institute of Technology   1996 — 2000
BS, Economics, Computer Science & Electrical Engineering

Bojan Miljkovic Bojan Miljkovic Greater New York City Area Details
Bojan Miljkovic's Gresham Investment Management LLC Experience July 2013 - Present
Job Managing Director and Director of Research at Gresham Investment Management LLC
Industry Investment Management
Experience
Gresham Investment Management LLC   July 2013 - Present
Gresham Investment Management LLC   July 1997 - June 2013

Skills
Hedge Funds, Portfolio Management, Commodities, Asset Allocation, Trading Systems, Technical Analysis, Global Macro, Managed Futures, Trading Strategies, Fund Of Funds, New Business Development

Education
City University of New York-Baruch College - Zicklin School of Business   1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Bob Reeves Bob Reeves Greater New York City Area Details
Bob Reeves's Gresham Investment Management LLC Experience 2009 - Present
Job Chief Financial Officer at Gresham Investment Management LLC
Industry Financial Services
Experience
Gresham Investment Management LLC   2009 - Present
Newedge USA, LLC  2002 - 2008
Elbit Vflash Inc.   2000 - 2002
ABN AMRO Inc.  1997 - 2000
ING Barings Securities   1994 - 1997
Shearson Lehman Brothers  1985 - 1994
PricewaterhouseCoopers  1976 - 1985

Education
Fairfield University   1968 — 1972
BS, Accounting

Monica Beaupre Monica Beaupre Greater New York City Area Details
Monica Beaupre's Gresham Investment Management LLC Experience June 2015 - Present
Job Vice President, Investor Services, Gresham Investment Management, LLC
Industry Consumer Services
Experience
Gresham Investment Management LLC   June 2015 - Present
Gresham Investment Management LLC   September 2014 - June 2015
Gresham Investment Management LLC   August 2011 - September 2014
New York Methodist Hospital  September 2009 - December 2009
American Express  February 1995 - December 2008
American Express  1993 - 1995
American Express  1990 - 1993

Skills
Editing, Social Media, Public Speaking, Media Relations, Public Relations, Press Releases, Event Management, Writing, Program Management, Strategy, Problem Solving, CRM, Cross-functional Team..., Leadership, Corporate Communications, Marketing Communications, Strategic Communications, Event Planning, Internal Communications, Strategic Planning, Crisis Communications, Management, Marketing Strategy, Client Relations, Client Services

Education
New York University   1993 — 1997
AA, Liberal Arts

Carrie Estill Carrie Estill Greater New York City Area Details
Carrie Estill's Gresham Investment Management LLC Experience August 2010 - Present
Job Vice President at Gresham Investment Management LLC
Industry Financial Services
Experience
Gresham Investment Management LLC   August 2010 - Present
Landmark Banyan Real Estate Advisors   September 2009 - August 2010
Smith Barney  January 2008 - May 2010

Skills
Marketing, Analysis, Research, Competitive Analysis, Management, Financial Analysis, Investments, Microsoft Excel, Real Estate, Event Planning, Microsoft Office, Sales

Education
University of San Francisco   2005 — 2009
Finance and Minor Economics

Daniel Kolodzik Daniel Kolodzik Greater New York City Area Details
Daniel Kolodzik's Gresham Investment Management LLC Experience August 2013 - Present
Job Trader at Gresham Investment Management LLC
Industry Financial Services
Experience
Gresham Investment Management LLC   August 2013 - Present
RBC Capital Markets  August 2011 - August 2013
RBC Capital Markets  June 2011 - August 2011
Rep. Jim Jordan (R - OH 4)   June 2010 - September 2010

Education
Princeton University   2008 — 2012
Bachelor of Arts, Political Economy

Christy Lang Christy Lang Greater New York City Area Details
Christy Lang's Gresham Investment Management LLC Experience March 2014 - Present
Job Operations Analyst at Gresham Investment Management LLC, MBA candidate at Simon Business School
Industry Financial Services
Experience
Gresham Investment Management LLC   March 2014 - Present
Gresham Investment Management LLC   April 2011 - March 2014
BGC Partners  September 2008 - May 2011
BGC Partners  August 2007 - August 2008
YOUNG & RUBICAM/KANG & LEE ADVERTISING   July 2006 - August 2006
ACCESS MARKET RESEARCH GROUP   September 2005 - December 2005

Skills
Account Reconciliation, Accounting, Fixed Income, Bloomberg, Equities, Management, Financial Analysis, Asset Managment, Hedge Funds, Auditing, Derivatives, Corporate Finance, Capital Markets, Bloomberg Terminal, Option Valuation, Futures Trading, Commodity

Education
William E. Simon School of Business   2014 — 2016
Master of Business Administration (MBA), Finance

William E. Simon School of Business   2013 — 2014
Master of Science (MS), Management

University of Cambridge   2007 — 2008
Certificate in International Business Practice

University of Rochester   2003 — 2007
BA, Economics, Japanese, Studio Arts, Cum Laude

神田外語大学 / Kanda University of International Studies   2005 — 2006
Study abroad, Japanese, Economics

Richard Casciani Richard Casciani Greater New York City Area Details
Richard Casciani's Gresham Investment Management LLC Experience December 2011 - March 2012
Job Assistant Vice President at Cordium
Industry Investment Management
Experience
Cordium (fka HedgeOp Compliance, LLC)   September 2012 - Present
HedgeOp Compliance, LLC  April 2012 - August 2012
Gresham Investment Management LLC   December 2011 - March 2012
HedgeOp Compliance, LLC  February 2011 - December 2011
HedgeOp Compliance, LLC  January 2007 - February 2011
HedgeOp Compliance, LLC  October 2005 - December 2006
Liberatore Services Inc./First Advantage Corporation   July 2002 - September 2005

Skills
Due Diligence, Investments, Hedge Funds, Legal Writing, Mutual Funds

Education
Fordham University   1998 — 2002
Bachelor of Arts, History

Staten Island Academy

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