Ironwood Capital Management
Description
Address: 1 Market St, San Francisco, CA 94105 Phone: (415) 777-2400: : : : Hours: Category: Place name: : : Website: Website: http://www.ironwoodpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ironwood Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
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Ironwood Capital Management Employees
Employee
Years
Job
Industry
Martin Hermens Martin Hermens's Ironwood Capital Management Experience January 2015 - Present
Job Vice President, Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management January 2015 - Present
Ironwood Capital Management March 2012 - December 2014
Merrill Lynch April 2009 - February 2012
Citi Smith Barney September 2007 - June 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Finance
Ironwood Capital Management January 2015 - Present
Ironwood Capital Management March 2012 - December 2014
Merrill Lynch April 2009 - February 2012
Citi Smith Barney September 2007 - June 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science, Finance
Melissa Le Melissa Le's Ironwood Capital Management Experience July 2015 - Present
Job Senior Operations Associate at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management July 2015 - Present
Ironwood Capital Management July 2012 - June 2015
Park Tree Investments March 2011 - July 2012
Coach July 2005 - July 2012
Education
California State University-Sacramento 2003 — 2008
Bachelor of Science (B.S.), Accounting
Ironwood Capital Management July 2015 - Present
Ironwood Capital Management July 2012 - June 2015
Park Tree Investments March 2011 - July 2012
Coach July 2005 - July 2012
Education
California State University-Sacramento 2003 — 2008
Bachelor of Science (B.S.), Accounting
Bill Phillips, CAIA's Ironwood Capital Management Experience October 2009 - Present
Job Director of Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management October 2009 - Present
Fisher Investments Institutional Group June 2006 - September 2009
Fisher Investments June 2001 - June 2006
Education
University of Kansas 1997 — 2001
Ironwood Capital Management October 2009 - Present
Fisher Investments Institutional Group June 2006 - September 2009
Fisher Investments June 2001 - June 2006
Education
University of Kansas 1997 — 2001
Ashlee Adams Ashlee Adams's Ironwood Capital Management Experience 2007 - 2009
Job Mentor Network Product Manager, The Food Business School. MBA/MPH Candidate, UC Berkeley Haas School of Business
Industry Health, Wellness and Fitness
Experience
The Food Business School June 2015 - Present
Disruptive Women in Health Care April 2014 - Present
Better June 2013 - May 2015
Rock Health September 2011 - April 2013
WellnessFX October 2011 - June 2012
Capital Dynamics February 2010 - February 2012
Public Health Institute 2010 - 2012
Ironwood Capital Management 2007 - 2009
Triage Consulting Group 2005 - 2007
Skills
Strategy, Venture Capital, Business Development, Start-ups, Business Strategy, Entrepreneurship, Healthcare, Private Equity, Financial Modeling, Leadership, Change Management, Marketing, Product Development, Analysis, Competitive Analysis, Analytics, Food Industry, Product Management, Product Marketing, Business Operations
Education
UC Berkeley Haas School of Business 2012 — 2015
MBA/MPH Candidate
University of Southern California 2001 — 2005
BS, Business Administration, Entrepreneurship
Kamehameha Schools 1995 — 2001
Valedictorian
The Food Business School June 2015 - Present
Disruptive Women in Health Care April 2014 - Present
Better June 2013 - May 2015
Rock Health September 2011 - April 2013
WellnessFX October 2011 - June 2012
Capital Dynamics February 2010 - February 2012
Public Health Institute 2010 - 2012
Ironwood Capital Management 2007 - 2009
Triage Consulting Group 2005 - 2007
Skills
Strategy, Venture Capital, Business Development, Start-ups, Business Strategy, Entrepreneurship, Healthcare, Private Equity, Financial Modeling, Leadership, Change Management, Marketing, Product Development, Analysis, Competitive Analysis, Analytics, Food Industry, Product Management, Product Marketing, Business Operations
Education
UC Berkeley Haas School of Business 2012 — 2015
MBA/MPH Candidate
University of Southern California 2001 — 2005
BS, Business Administration, Entrepreneurship
Kamehameha Schools 1995 — 2001
Valedictorian
Jonathan Gersch's Ironwood Capital Management Experience January 2014 - Present
Job Vice President, Investor Relations at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management January 2014 - Present
Telsey Advisory Group October 2012 - November 2013
ThinkEquity LLC February 2005 - September 2012
Education
Colgate University 1999 — 2003
B.A., English
American Institute For Foreign Study - Granada, Spain 2012 — 2012
Ironwood Capital Management January 2014 - Present
Telsey Advisory Group October 2012 - November 2013
ThinkEquity LLC February 2005 - September 2012
Education
Colgate University 1999 — 2003
B.A., English
American Institute For Foreign Study - Granada, Spain 2012 — 2012
Spencer McCormick, CAIA Spencer McCormick, CAIA's Ironwood Capital Management Experience August 2015 - Present
Job Analyst at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management August 2015 - Present
Alternative Investment Management, LLC September 2012 - July 2015
JJRS, LLC 2011 - 2014
Morgan Creek Capital Management July 2009 - August 2012
Wachovia, A Wells Fargo Company June 2008 - August 2008
University Directories May 2007 - August 2007
Skills
Capital Markets, Investments, Stock Market, Excel, PowerPoint, Programming, Word, Bloomberg, Investment Strategies, Hedge Funds, Alternative Investments, Microsoft Word, Microsoft Excel, Risk Management, Private Equity, Portfolio Management, Structured Products
Education
University of North Carolina at Chapel Hill 2005 — 2009
Mathmatical Decision Sciences, Math, Statistics, Actuarial Modeling
CAIA Association 2011 — 2011
Chartered Alternative Investment Analyst designee, Alternative Investments
Ironwood Capital Management August 2015 - Present
Alternative Investment Management, LLC September 2012 - July 2015
JJRS, LLC 2011 - 2014
Morgan Creek Capital Management July 2009 - August 2012
Wachovia, A Wells Fargo Company June 2008 - August 2008
University Directories May 2007 - August 2007
Skills
Capital Markets, Investments, Stock Market, Excel, PowerPoint, Programming, Word, Bloomberg, Investment Strategies, Hedge Funds, Alternative Investments, Microsoft Word, Microsoft Excel, Risk Management, Private Equity, Portfolio Management, Structured Products
Education
University of North Carolina at Chapel Hill 2005 — 2009
Mathmatical Decision Sciences, Math, Statistics, Actuarial Modeling
CAIA Association 2011 — 2011
Chartered Alternative Investment Analyst designee, Alternative Investments
Kyle Stadt Kyle Stadt's Ironwood Capital Management Experience May 2013 - Present
Job Vice President, Operations at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management May 2013 - Present
Cavalry Management Group, LLC March 2006 - April 2013
Advent Software 2000 - 2006
Advent Software 1998 - 2000
Advent Software 1996 - 1998
Franklin Templeton 1992 - 1996
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Prime Brokerage, Product Management, Portfolio Management, Finance, Financial Reporting, Back Office, Asset Management, Partnership Accounting, Advent, Competitive Analysis, Fixed Income, Mutual Funds, Investments, Fund Administration, Equities, Trading, Operations, Performance Measurement
Education
CAIA - Chartered Alternative Investment Analyst 2002 — 2004
CAIA (Inactive), Alternative Investments
CFP - Certified Financial Planner® 1997 — 2000
CFP® (Inactive), Financial Planning
MBA - University of San Francisco 1993 — 1995
MBA, Finance
BS Finance - CSU, Chico 1986 — 1991
BS, Finance
Series 7 and 63 (Inactive)
Ironwood Capital Management May 2013 - Present
Cavalry Management Group, LLC March 2006 - April 2013
Advent Software 2000 - 2006
Advent Software 1998 - 2000
Advent Software 1996 - 1998
Franklin Templeton 1992 - 1996
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Prime Brokerage, Product Management, Portfolio Management, Finance, Financial Reporting, Back Office, Asset Management, Partnership Accounting, Advent, Competitive Analysis, Fixed Income, Mutual Funds, Investments, Fund Administration, Equities, Trading, Operations, Performance Measurement
Education
CAIA - Chartered Alternative Investment Analyst 2002 — 2004
CAIA (Inactive), Alternative Investments
CFP - Certified Financial Planner® 1997 — 2000
CFP® (Inactive), Financial Planning
MBA - University of San Francisco 1993 — 1995
MBA, Finance
BS Finance - CSU, Chico 1986 — 1991
BS, Finance
Series 7 and 63 (Inactive)
Nicole Crosby's Ironwood Capital Management Experience June 2009 - June 2012
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Boston College - Student Programs Office January 2013 - May 2014
Deloitte June 2013 - August 2013
Ironwood Capital Management June 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Blogging, SPSS, PowerPoint
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Operations Management
University of New South Wales 2012 — 2012
Study Abroad, Business Administration and Management, General
Deloitte August 2014 - Present
Boston College - Student Programs Office January 2013 - May 2014
Deloitte June 2013 - August 2013
Ironwood Capital Management June 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Blogging, SPSS, PowerPoint
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Operations Management
University of New South Wales 2012 — 2012
Study Abroad, Business Administration and Management, General
Anna Aleksandrova, CAIA Anna Aleksandrova, CAIA's Ironwood Capital Management Experience August 2012 - May 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Ironwood Capital Management August 2012 - May 2015
Credit Suisse July 2010 - August 2012
Astin Capital Management June 2008 - August 2008
Nestle June 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Hedge Funds, Mergers & Acquisitions, Equities, Analysis, LBO, Private Equity, Emerging Markets, Capital Markets, Venture Capital, Mergers, Valuation, Bloomberg, Investment Banking, Alternative Investments, Equity Research, Investments, Finance, IPO, Fixed Income, Asset Management, Portfolio Management, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Yale University 2006 — 2010
BA, History
Ironwood Capital Management August 2012 - May 2015
Credit Suisse July 2010 - August 2012
Astin Capital Management June 2008 - August 2008
Nestle June 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Hedge Funds, Mergers & Acquisitions, Equities, Analysis, LBO, Private Equity, Emerging Markets, Capital Markets, Venture Capital, Mergers, Valuation, Bloomberg, Investment Banking, Alternative Investments, Equity Research, Investments, Finance, IPO, Fixed Income, Asset Management, Portfolio Management, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Yale University 2006 — 2010
BA, History
Robert Minicucci Jr.'s Ironwood Capital Management Experience June 2015 - Present
Job Investor Relations Associate at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management June 2015 - Present
M&T Bank 2014 - 2014
Health System Services June 2011 - August 2012
Skills
Leadership, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Financial Analysis, Event Planning, Constant Contact, Time Management, Access, Social Media, Public Relations, Budgets, Event Management, Outlook, Financial Accounting, Windows, SAP, Customer Service, Market Research, Social Networking, Negotiation, Project Management, Training, Sales, Team Building, Facebook, Team Leadership, Research, Management, Strategic Planning, Process Improvement, Fundraising, Marketing, Social Media Marketing, Finance
Education
Miami University 2012 — 2015
Bachelor's degree, Finance, General
Miami University 2011 — 2015
Bachelor's Degree, Finance with a minor in Information Systems
Lewiston Porter
Ironwood Capital Management June 2015 - Present
M&T Bank 2014 - 2014
Health System Services June 2011 - August 2012
Skills
Leadership, Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Data Analysis, Microsoft Word, Public Speaking, Financial Analysis, Event Planning, Constant Contact, Time Management, Access, Social Media, Public Relations, Budgets, Event Management, Outlook, Financial Accounting, Windows, SAP, Customer Service, Market Research, Social Networking, Negotiation, Project Management, Training, Sales, Team Building, Facebook, Team Leadership, Research, Management, Strategic Planning, Process Improvement, Fundraising, Marketing, Social Media Marketing, Finance
Education
Miami University 2012 — 2015
Bachelor's degree, Finance, General
Miami University 2011 — 2015
Bachelor's Degree, Finance with a minor in Information Systems
Lewiston Porter
Harrison Ammon Harrison Ammon's Ironwood Capital Management Experience May 2014 - August 2014
Job Summer Analyst at Property Markets Group
Industry Real Estate
Experience
Property Markets Group May 2015 - Present
Ironwood Capital Management May 2014 - August 2014
Jackson National Life May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Access, Microsoft Word, Financial Accounting, Financial Reporting, Customer Service, Data Analysis, Public Speaking, Research, Analysis, Teamwork, Social Media, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Strategy
Holt High School 2008 — 2012
GPA: 4.00/4.00
Property Markets Group May 2015 - Present
Ironwood Capital Management May 2014 - August 2014
Jackson National Life May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Access, Microsoft Word, Financial Accounting, Financial Reporting, Customer Service, Data Analysis, Public Speaking, Research, Analysis, Teamwork, Social Media, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Strategy
Holt High School 2008 — 2012
GPA: 4.00/4.00
Flora Xiong's Ironwood Capital Management Experience September 2009 - March 2014
Job Vector Capital
Industry Investment Management
Experience
Vector Capital January 2015 - Present
Symphony Asset Management March 2014 - January 2015
Ironwood Capital Management September 2009 - March 2014
Skills
Alternative Investments, Portfolio Management, Bloomberg, Hedge Funds, Fund Of Funds, Investments, Mutual Funds, Equities, Fund Accounting, Financial Analysis, Private Equity, Valuation, Financial Modeling, Asset Management
Education
University of California, Berkeley
Bachelor, Economics and Accounting
Vector Capital January 2015 - Present
Symphony Asset Management March 2014 - January 2015
Ironwood Capital Management September 2009 - March 2014
Skills
Alternative Investments, Portfolio Management, Bloomberg, Hedge Funds, Fund Of Funds, Investments, Mutual Funds, Equities, Fund Accounting, Financial Analysis, Private Equity, Valuation, Financial Modeling, Asset Management
Education
University of California, Berkeley
Bachelor, Economics and Accounting
Christa Porcaro Christa Porcaro's Ironwood Capital Management Experience June 2014 - Present
Job Associate Vice President at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management June 2014 - Present
Ironwood Capital Management March 2013 - June 2014
BlackRock October 2010 - February 2013
Operation Smile August 2008 - September 2010
Education
Amherst College 2004 — 2008
BA, Political Science
Ironwood Capital Management June 2014 - Present
Ironwood Capital Management March 2013 - June 2014
BlackRock October 2010 - February 2013
Operation Smile August 2008 - September 2010
Education
Amherst College 2004 — 2008
BA, Political Science
William Cuthbert William Cuthbert's Ironwood Capital Management Experience June 2015 - Present
Job Operations Analyst at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management June 2015 - Present
Dimar Manufacturing Corporation May 2014 - August 2014
Skills
Financial Analysis, Financial Accounting, Operations Management, Management Accounting, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Oracle Applications, Accounting, Account Reconciliation, Microsoft Word, Finance, Marketing, Public Speaking, Leadership, PowerPoint
Education
Miami University - Farmer School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Nichols School
Ironwood Capital Management June 2015 - Present
Dimar Manufacturing Corporation May 2014 - August 2014
Skills
Financial Analysis, Financial Accounting, Operations Management, Management Accounting, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Oracle Applications, Accounting, Account Reconciliation, Microsoft Word, Finance, Marketing, Public Speaking, Leadership, PowerPoint
Education
Miami University - Farmer School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Nichols School
Alison Roush Sanger Alison Roush Sanger's Ironwood Capital Management Experience October 2005 - Present
Job Chief Operating Officer at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management October 2005 - Present
Banc of America Securities 1999 - 2005
Grosvenor Capital Management 1997 - 1999
Arthur Andersen 1993 - 1997
Education
Miami University 1989 — 1993
Bachelor of Science
Ironwood Capital Management October 2005 - Present
Banc of America Securities 1999 - 2005
Grosvenor Capital Management 1997 - 1999
Arthur Andersen 1993 - 1997
Education
Miami University 1989 — 1993
Bachelor of Science
Lydia Gaylord's Ironwood Capital Management Experience October 2009 - July 2012
Job Vice President, Business Development at Ares Management
Industry Financial Services
Experience
Ares Management January 2015 - Present
Energy Investors Funds August 2012 - December 2014
Ironwood Capital Management October 2009 - July 2012
The Capital Group 2007 - September 2009
Standard & Poors July 2006 - October 2007
Skills
Investments, Hedge Funds, Financial Services, Investor Relations, Entrepreneurship, Alternative Investments, Business Development, Investment Management, Valuation, Access, Strategy, Executive Management, Equities, Fund Of Funds, Private Equity, Asset Managment, Asset Management, Bloomberg, Venture Capital, Competitive Analysis, Due Diligence, Marketing, Sales, Investment Banking, Fixed Income, Portfolio Management, Financial Modeling, Series 7, Start-ups, Capital Markets, Equity Research, Retail, Financial Analysis, Networking
Education
Dartmouth College 2002 — 2006
BA, History, Spanish
Ares Management January 2015 - Present
Energy Investors Funds August 2012 - December 2014
Ironwood Capital Management October 2009 - July 2012
The Capital Group 2007 - September 2009
Standard & Poors July 2006 - October 2007
Skills
Investments, Hedge Funds, Financial Services, Investor Relations, Entrepreneurship, Alternative Investments, Business Development, Investment Management, Valuation, Access, Strategy, Executive Management, Equities, Fund Of Funds, Private Equity, Asset Managment, Asset Management, Bloomberg, Venture Capital, Competitive Analysis, Due Diligence, Marketing, Sales, Investment Banking, Fixed Income, Portfolio Management, Financial Modeling, Series 7, Start-ups, Capital Markets, Equity Research, Retail, Financial Analysis, Networking
Education
Dartmouth College 2002 — 2006
BA, History, Spanish
Derek Dobecki, CFA, CFP®'s Ironwood Capital Management Experience June 2002 - May 2005
Job Managing Director at SCS Financial
Industry Financial Services
Experience
Fidelity Investments June 2005 - March 2006
Ironwood Capital Management June 2002 - May 2005
Banc of America Securities August 1997 - February 2002
Arthur Andersen 1991 - 1995
Skills
Investments, Market Research, Asset Allocation, Equities, Strategic Planning, Strategy, Risk Management, Estate Planning, Portfolio Management, Finance, Management, Mergers & Acquisitions, High Net Worth..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Notre Dame 1987 — 1991
BBA
Duxbury High school 1983 — 1987
Fidelity Investments June 2005 - March 2006
Ironwood Capital Management June 2002 - May 2005
Banc of America Securities August 1997 - February 2002
Arthur Andersen 1991 - 1995
Skills
Investments, Market Research, Asset Allocation, Equities, Strategic Planning, Strategy, Risk Management, Estate Planning, Portfolio Management, Finance, Management, Mergers & Acquisitions, High Net Worth..., Hedge Funds
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Notre Dame 1987 — 1991
BBA
Duxbury High school 1983 — 1987
Nicholas Werner's Ironwood Capital Management Experience 2002 - 2010
Job Director of Investments at Berkeley Endowment Management Company
Industry Investment Management
Experience
Berkeley Endowment Management Company 2010 - Present
Ironwood Capital Management 2002 - 2010
Banc of America Securities 2000 - 2002
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Dartmouth College
B.A., Economics
CFA
Berkeley Endowment Management Company 2010 - Present
Ironwood Capital Management 2002 - 2010
Banc of America Securities 2000 - 2002
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Dartmouth College
B.A., Economics
CFA
Sunil Arora's Ironwood Capital Management Experience August 2004 - July 2008
Job Director, Fund Partnerships at Artivest
Industry Investment Management
Experience
Artivest March 2015 - Present
Addepar July 2012 - September 2014
Bessemer Trust December 2008 - June 2010
Ironwood Capital Management August 2004 - July 2008
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance & Economic Policy
University of California, Berkeley 2000 — 2004
Artivest March 2015 - Present
Addepar July 2012 - September 2014
Bessemer Trust December 2008 - June 2010
Ironwood Capital Management August 2004 - July 2008
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance & Economic Policy
University of California, Berkeley 2000 — 2004
Shalaka Kachare's Ironwood Capital Management Experience January 2012 - May 2013
Job Finance/Accounting
Industry Financial Services
Experience
Symphony Asset Management LLC June 2013 - Present
Ironwood Capital Management January 2012 - May 2013
Standish Management January 2010 - October 2010
Rothstein Kass October 2006 - August 2009
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, GAAP, SEC filings, Accounting, Fund Accounting, Financial Reporting, Auditing, Tax, CPA, Private Equity, US GAAP, Equities, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Investments, Financial Services, Financial Analysis, SEC Filings
Education
Golden Gate University 2006 — 2009
MBA, Finance
Symphony Asset Management LLC June 2013 - Present
Ironwood Capital Management January 2012 - May 2013
Standish Management January 2010 - October 2010
Rothstein Kass October 2006 - August 2009
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, GAAP, SEC filings, Accounting, Fund Accounting, Financial Reporting, Auditing, Tax, CPA, Private Equity, US GAAP, Equities, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Investments, Financial Services, Financial Analysis, SEC Filings
Education
Golden Gate University 2006 — 2009
MBA, Finance
Laurie Chatoff's Ironwood Capital Management Experience October 2010 - Present
Job Chief Financial Officer at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management October 2010 - Present
Laurel Fund Services (Formerly Laurie Chatoff & Associates) April 2008 - March 2012
Rothstein Kass December 2000 - March 2008
Education
San Francisco State University, College of Business 1987 — 1989
B.S., Business Administration - Accounting
Ironwood Capital Management October 2010 - Present
Laurel Fund Services (Formerly Laurie Chatoff & Associates) April 2008 - March 2012
Rothstein Kass December 2000 - March 2008
Education
San Francisco State University, College of Business 1987 — 1989
B.S., Business Administration - Accounting
Russell Abbott's Ironwood Capital Management Experience April 2008 - June 2009
Job President and Founding Member at CariClub
Industry Information Technology and Services
Experience
CariClub July 2015 - Present
Norton Point Trading Company, LLC December 2010 - July 2015
Ironwood Capital Management April 2008 - June 2009
Auda Advisor Associates November 2005 - January 2008
Middlesex School 2003 - 2007
Credit Suisse June 1986 - March 1995
Skills
Fixed Income, Hedge Funds, Trading, Investor Relations, Alternative Investments, Fund Of Funds, Private Equity, Investments, Equities, Capital Markets, Asset Management, Management, Treasury, Valuation, Venture Capital, Entrepreneurship, Risk Management, Asset Managment, Investment Management, Start-ups
Education
Boston University 1976 — 1978
MBA, Finance
University of Pennsylvania 1970 — 1974
BA
Middlesex School
CariClub July 2015 - Present
Norton Point Trading Company, LLC December 2010 - July 2015
Ironwood Capital Management April 2008 - June 2009
Auda Advisor Associates November 2005 - January 2008
Middlesex School 2003 - 2007
Credit Suisse June 1986 - March 1995
Skills
Fixed Income, Hedge Funds, Trading, Investor Relations, Alternative Investments, Fund Of Funds, Private Equity, Investments, Equities, Capital Markets, Asset Management, Management, Treasury, Valuation, Venture Capital, Entrepreneurship, Risk Management, Asset Managment, Investment Management, Start-ups
Education
Boston University 1976 — 1978
MBA, Finance
University of Pennsylvania 1970 — 1974
BA
Middlesex School
Jonathan Yeo's Ironwood Capital Management Experience June 2012 - August 2012
Job Operations and Analytics at Facebook
Industry Information Services
Experience
Facebook April 2014 - April 2015
salesforce.com 2014 - 2014
Morgan Stanley September 2012 - June 2013
Ironwood Capital Management June 2012 - August 2012
Morgan Stanley September 2011 - June 2012
UC Davis 2011 - 2011
California State Summer School for Mathematics and Science, 2011 - 2011
Skills
Statistics, Economics, Data Analysis, Hedge Funds, Microsoft Excel, Research, Investments, Leadership, R, Stata, SQL, Portfolio Management, Business Intelligence, Statistical Modeling, SAS, Derivatives, Critical Thinking, Finance, Access, Data Mining, Equities, Business Analytics, Python, Statistical Programming, Databases, Options, Econometrics, Data Modeling, Tableau, Quantitative Analytics, Financial Modeling, Analytics, Forecasting, Recruiting, Salesforce.com, Valuation, Financial Analysis, Statistical Data..., Hive, MapReduce, Machine Learning, Predictive Analytics, Exploratory Data..., Data Visualization, Hadoop, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service
Education
University of California, Davis
Bachelor of Science (B.S.), Applied Statistics
University of California, Davis
Bachelor of Arts (B.A.), Political Science
Facebook April 2014 - April 2015
salesforce.com 2014 - 2014
Morgan Stanley September 2012 - June 2013
Ironwood Capital Management June 2012 - August 2012
Morgan Stanley September 2011 - June 2012
UC Davis 2011 - 2011
California State Summer School for Mathematics and Science, 2011 - 2011
Skills
Statistics, Economics, Data Analysis, Hedge Funds, Microsoft Excel, Research, Investments, Leadership, R, Stata, SQL, Portfolio Management, Business Intelligence, Statistical Modeling, SAS, Derivatives, Critical Thinking, Finance, Access, Data Mining, Equities, Business Analytics, Python, Statistical Programming, Databases, Options, Econometrics, Data Modeling, Tableau, Quantitative Analytics, Financial Modeling, Analytics, Forecasting, Recruiting, Salesforce.com, Valuation, Financial Analysis, Statistical Data..., Hive, MapReduce, Machine Learning, Predictive Analytics, Exploratory Data..., Data Visualization, Hadoop, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Customer Service
Education
University of California, Davis
Bachelor of Science (B.S.), Applied Statistics
University of California, Davis
Bachelor of Arts (B.A.), Political Science
Darrell Eugenio's Ironwood Capital Management Experience December 2007 - July 2009
Job Financial Controller at Light Street Capital
Industry Investment Management
Experience
Light Street Capital January 2013 - Present
Equanum Capital Management July 2009 - January 2013
Ironwood Capital Management December 2007 - July 2009
Ernst & Young Global Asset Management Practice September 2005 - November 2007
Skills
Financial Modeling, Hedge Funds, Financial Reporting, Financial Analysis, US GAAP, Asset Managment, SEC filings, Internal Controls, Accounting, Alternative Investments, Investments, Auditing, Financial Accounting, Fund Of Funds, GAAP
Education
University of California, Santa Barbara 2002 — 2005
B.A., Business Economics with Accounting Emphasis, Honors
Light Street Capital January 2013 - Present
Equanum Capital Management July 2009 - January 2013
Ironwood Capital Management December 2007 - July 2009
Ernst & Young Global Asset Management Practice September 2005 - November 2007
Skills
Financial Modeling, Hedge Funds, Financial Reporting, Financial Analysis, US GAAP, Asset Managment, SEC filings, Internal Controls, Accounting, Alternative Investments, Investments, Auditing, Financial Accounting, Fund Of Funds, GAAP
Education
University of California, Santa Barbara 2002 — 2005
B.A., Business Economics with Accounting Emphasis, Honors
Michael Leonardo's Ironwood Capital Management Experience August 2014 - Present
Job Investor Relations Associate at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management August 2014 - Present
BlackRock September 2013 - August 2014
BlackRock December 2012 - September 2013
BlackRock March 2011 - December 2012
Boston Union Realty - Off Campus Apartment Finder November 2010 - April 2011
Chapin's Restaurant August 2010 - October 2010
Sesuit Harbor Cafe 2005 - 2010
Skills
Mutual Funds, Customer Service, Marketing, Leadership, Investments, Process Improvement, Financial Services, Portfolio Management, CRM, Sales, Alternative Investments, Competitive Analysis, New Business Development, Sales Operations
Education
Elon University 2006 — 2010
Ironwood Capital Management August 2014 - Present
BlackRock September 2013 - August 2014
BlackRock December 2012 - September 2013
BlackRock March 2011 - December 2012
Boston Union Realty - Off Campus Apartment Finder November 2010 - April 2011
Chapin's Restaurant August 2010 - October 2010
Sesuit Harbor Cafe 2005 - 2010
Skills
Mutual Funds, Customer Service, Marketing, Leadership, Investments, Process Improvement, Financial Services, Portfolio Management, CRM, Sales, Alternative Investments, Competitive Analysis, New Business Development, Sales Operations
Education
Elon University 2006 — 2010
Leslie Cammuso's Ironwood Capital Management Experience February 2006 - February 2008
Job Dual Card Strategy at GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - November 2014
GE Capital 2011 - 2013
Barclays Wealth June 2010 - August 2010
Merrill Lynch 2008 - 2009
Ironwood Capital Management February 2006 - February 2008
Skills
Cross-functional Team..., Financial Modeling, Strategy, Product Management, Hedge Funds, Competitive Analysis, Venture Capital, Strategic Partnerships, Marketing, Management Consulting, Start-ups, Leadership, Investor Relations, Risk Management, Entrepreneurship, Integrated Marketing, Brand Management, Sales Management, Data Analysis, Financial Services, Business Analysis
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (MBA), General Management and Marketing
Boston College 2001 — 2005
Bachelor of Arts (BA), History
GE Capital June 2013 - November 2014
GE Capital 2011 - 2013
Barclays Wealth June 2010 - August 2010
Merrill Lynch 2008 - 2009
Ironwood Capital Management February 2006 - February 2008
Skills
Cross-functional Team..., Financial Modeling, Strategy, Product Management, Hedge Funds, Competitive Analysis, Venture Capital, Strategic Partnerships, Marketing, Management Consulting, Start-ups, Leadership, Investor Relations, Risk Management, Entrepreneurship, Integrated Marketing, Brand Management, Sales Management, Data Analysis, Financial Services, Business Analysis
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (MBA), General Management and Marketing
Boston College 2001 — 2005
Bachelor of Arts (BA), History
Neil Zelinski's Ironwood Capital Management Experience January 2002 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
Ironwood Capital Management January 2002 - September 2011
Rothstein Kass June 1998 - December 2001
Education
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Accounting
Ironwood Capital Management January 2002 - September 2011
Rothstein Kass June 1998 - December 2001
Education
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Accounting