John Hancock Advisors
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John Hancock Advisors Employees
Knollin Scott Properties, LLC May 2014 - Present
State Street May 2013 - May 2014
Cutter Associates April 2011 - April 2013
Privately Held Consulting Firm May 2010 - April 2011
Columbia Management January 2009 - April 2010
Columbia Management September 2006 - April 2010
Columbia Management September 1998 - August 2006
John Hancock Advisors July 1995 - August 1998
John Hancock Advisors January 1994 - June 1995
John Hancock Advisors January 1991 - December 1993
Skills
Portfolio Management, Financial Services, Investment Management, Risk Management, Mutual Funds, Performance Measurement, Investments, Performance Appraisal, Alternative Investments, Fixed Income, Asset Management, Performance Attribution, Hedge Funds
Education
Syracuse University - Maxwell School 1983 — 1988
BA, Economics
The Metro Group, Inc. February 2015 - Present
Waterville Valley Resort November 2001 - March 2015
CFRA September 2007 - November 2014
RISKMETRICS GROUP (now part of MSCI) June 2005 - September 2007
John Hancock Advisors February 2000 - June 2005
Skills
Customer Service, Relationship Management, Project Management, Email Marketing, Digital Marketing, Financial Risk, Securities, Equities, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Wealth Management, Investment Management, Equity Research, Sales Operations, Sales Management, Sales Presentations
Education
Roger Williams University 1995 — 1999
Bachelor's Degree, Management
Lesley University 2002 — 2004
MSM, Management
Cape Ann Museum 2012 - Present
Appleton Partners March 1993 - December 2009
John Hancock Advisors March 1983 - July 1988
Education
University of Pennsylvania 1961 — 1966
BA, Political Science
University of Pennsylvania 1961 — 1966
Bachelor of Architecture (BArch), Political Science and Government
Thomas B Hovey
BA
NewOak Capital September 2014 - Present
Axios Advisors LLC April 2011 - September 2014
ZIEGLER CAPITAL MARKETS January 2008 - December 2010
SAYBROOK CAPITAL, LLC January 2004 - December 2008
AXIOS ADVISORS, LLC March 2002 - January 2004
eBondUSA.com May 2000 - March 2001
JOHN HANCOCK ADVISORS June 1998 - May 2000
Putnam Investments January 1988 - March 1998
Putnam Investments January 1985 - January 1988
CIGNA INVESTMENTS January 1983 - January 1985
Skills
French, Excel, Writing, Municipal, Separately Managed..., Closed-end Funds, Bonds, Fixed Income, Hedge Funds, Credit, High Yield, Asset Management, Series 7, Portfolio Management, Bloomberg, Alternative Investments, Municipalities, Financial Markets, Wealth Management, Securities, Investment Advisory, Financial Modeling, Credit Analysis, Trading, Mutual Funds, Municipal Bonds, Series 63, Private Equity, Capital Markets, Asset Managment, Investments, Financial Advisory, Financial Risk, Electronic Trading, Equities, Investment Banking
Education
The University of Chicago - Booth School of Business 1977 — 1979
BS, Finance & Accounting
The University of Chicago 1974 — 1977
Bachelor of Arts, Economics
Lycee Marie-Curie 1970 — 1974
Baccalaureat, Economics
John Hancock Life Insurance Company (U.S.A.) July 2000 - Present
John Hancock Advisors 1999 - 2000
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
Bedford High School
The Boston Company Asset Management July 2000 - Present
John Hancock Advisors 1992 - 2000
Skills
Asset Managment, Asset Allocation, Hedge Funds, Investment Strategies, Alternative Investments, Equities, Investments, Asset Management, Private Equity, Mutual Funds, Financial Services, CFDs, New Business Development, Portfolio Management, Fixed Income, Series 7, Securities, Wealth Management, Series 63, Investment Management
Education
Boston College High School 1981 — 1984
Boston University
Financial Planning
University of Massachusetts Boston
BA, Economics
University of New Hampshire
Fidelity Investments 1999 - Present
John Hancock Advisors 1998 - 1999
Harvard Management Company 1995 - 1998
Skills
Requirements Analysis, Investments, SDLC, Software Project..., Agile Methodologies, PMP, Requirements Gathering, Fixed Income, Vendor Management, Business Analysis
Education
Project Management Institute 2006 — 2006
PMP, Project Management Certification
University College Dublin
BA, Economics abd Political Science
MFS Investment Management June 1998 - March 2012
John Hancock Advisors March 1996 - May 1998
John Hancock Funds September 1994 - March 1996
Skills
Risk Management, Financial Management, Asset Management, Investments, Series 7, Asset Managment, Portfolio Management, Bloomberg, Capital Markets, Financial Modeling, Equities, Finance, Hedge Funds
Education
CFA Designation
Boston College - Wallace E. Carroll Graduate School of Management
MS, Masters in Finance
Regis College
Bachelor of Business Administration (B.B.A.)
Kates Construction March 2014 - Present
The Bulfinch Group September 2012 - July 2013
Essex Investment Management April 1999 - May 2012
John Hancock Advisors February 1997 - March 1999
Essex Investment Management May 1995 - February 1997
Essex Investment Management March 1992 - May 1995
Merrill Lynch June 1987 - March 1992
Skills
Trading, Hedge Funds, Asset Management, Securities, Funding, buy side operations, sell side operations, Market Analysis, Algorithms, Bloomberg, Order Management, international trading, Prime Brokerage, Asset Allocation, Financial Services, Options
Education
Plymouth State University 1982 — 1986
B.S.B.A., Marketing, Economics
Manulife Asset Management 2009 - Present
Fontana Capital 2005 - 2009
SAC Capital Advisors 2004 - 2005
John Hancock Advisors 1998 - 2003
John Hancock Advisors 1995 - 1997
Putnam Investments 1993 - 1995
Transamerica Investments 1989 - 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of Wisconsin-Madison
BBA, Finance
Bank of America - GWIM Controllers January 2011 - Present
Bank of America - Global Wealth and Investment Management Finance October 2007 - December 2010
Bank of America - Columbia Management Finance August 2004 - October 2007
John Hancock Advisors July 2001 - August 2004
Bank of America March 1998 - July 2001
Skills
Account Reconciliation, Auditing, Accounting, Banking, Essbase, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Internal Audit
Education
Northeastern University 1991 — 1996
BS
Boston Latin School
Performance and Attribution December 2014 - Present
The Boston Company January 2007 - Present
GIPS 1900 - 2014
GIPS 1900 - 2014
Bank of America April 2004 - January 2005
Columbia Management (Bank of America) February 1998 - March 2004
John Hancock Advisors March 1995 - February 1998
Education
University of Massachusetts, Amherst 1981 — 1983
BS, HRTA
John Hancock Life Insurance (U.S.A.) September 2008 - December 2010
John Hancock Life Insurance (U.S.A.) May 2004 - August 2008
John Hancock Advisors July 1998 - April 2004
Investors Bank and trust March 1997 - June 1998
Skills
Securities, Mutual Funds, Risk Management, Fixed Income, Asset Management, Investments, Financial Reporting, Internal Controls, Forecasting, Auditing, Accounting, Finance, Budgets, Management, Sarbanes-Oxley Act, Portfolio Management, Financial Analysis, Financial Services
Education
Bentley University 1989 — 1993
Bachelor, Finance
Wakefield High School