J.P. Morgan Asset Management

Industry: Company

Description

Headquarters: United States of America Founded: 1935 Subsidiaries: JPMorgan Asset Management International Limited, Parent organization: JPMorgan Chase

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J.P. Morgan Asset Management Employees

Employee
Years
Job
Industry
Charles (Chuck) Laverty Charles (Chuck) Laverty Greater Denver Area Details
Charles (Chuck) Laverty's J.P. Morgan Asset Management Experience July 2011 - June 2012
Job Regional Advisor Consultant
Industry Financial Services
Experience
Oppenheimer Funds  May 2014 - Present
Vail Resorts  November 2011 - Present
TIAA-CREF  September 2013 - May 2014
TIAA-CREF  August 2012 - September 2013
JP Morgan Asset Management  July 2011 - June 2012
Pak Mail  October 2010 - July 2011
IP5280  June 2010 - October 2010
Wells Fargo Advisors LLC  March 2007 - June 2010
Boyne Mountain  December 2006 - March 2010
Midland Country Club  August 2005 - October 2008

Skills
Customer Service, Microsoft Office, Management, Team Building, Marketing, Sales, Time Management, Leadership, Coaching, CRM, Microsoft Excel, Negotiation, Event Planning, New Business Development, Account Management, Customer Satisfaction, Public Speaking, Sales Management, Social Media, Advertising, PowerPoint, Finance, Microsoft Word, Fundraising, Consulting, Financial Analysis, Financial Services, Social Networking, Investments

Education
Northwood University   2005 — 2009
BBA, Banking & Finance/Economics/Management

Clare High School   2001 — 2005
Diploma, High School Diploma

Edgar Utset Edgar Utset Greater New York City Area Details
Edgar Utset's J.P. Morgan Asset Management Experience May 2013 - Present
Job Executive Director, DCIS National Accounts at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  May 2013 - Present
Wells Fargo Financial  March 2008 - May 2013
Merrill Lynch  2006 - 2008
Prudential Financial  1993 - 2006

Skills
Retirement, Series 7, 401k, Investments, Financial Services, Asset Management, Relationship Management

Education
Seton Hall University   1989 — 1993
BS, Finance

Hillside High School   1986 — 1989

Charles Haff Charles Haff Greater Minneapolis-St. Paul Area Details
Charles Haff's J.P. Morgan Asset Management Experience May 1998 - August 2004
Job Sr. Equity Research Analyst at CraigHallum Capital Group
Industry Investment Management
Experience
Craig-Hallum Capital Group  December 2011 - Present
Garden leave  June 2011 - December 2011
Dougherty & Company  September 2009 - June 2011
Thrivent Financial  July 2007 - February 2009
Security Global Investors  August 2004 - July 2007
JP Morgan Asset Management  May 1998 - August 2004
Banc One Corporation  June 1997 - May 1998

Education
University of MN- Mini Medical School   2009 — 2012

University of St. Thomas - Opus College of Business
Executive Development, Medical Technology Management

Xavier University - Williams College of Business   1995 — 1997
MBA, Finance

University of Nevada-Las Vegas
BS, College of HOA

Andrew Martone Andrew Martone Greater Boston Area Details
Andrew Martone's J.P. Morgan Asset Management Experience January 2001 - November 2007
Job Regional Director
Industry Financial Services
Experience
Calvert Investments  March 2014 - Present
Stadion Money Management  December 2012 - September 2013
Turner Investment Partners  October 2009 - August 2012
JP Morgan  November 2007 - November 2009
JP Morgan Asset Management  January 2001 - November 2007
John Hancock  December 1990 - December 2000

Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs

Education
Salem State University   1982 — 1986

Brett Green Brett Green Los Angeles, California Details
Brett Green's J.P. Morgan Asset Management Experience June 2009 - August 2009
Job Vice President at CBRE
Industry Real Estate
Experience
CBRE - Debt & Structured Finance   May 2012 - Present
Eastdil Secured  September 2010 - March 2012
JP Morgan Asset Management  June 2009 - August 2009
Sares-Regis Group  June 2008 - August 2008
Fullmer Construction  June 2007 - August 2007

Skills
Real Estate Investment, Capital Markets, Financial Analysis, Financial Modeling, Due Diligence, Investment Properties, Real Estate, Asset Management, Microsoft Excel, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   2006 — 2010
BA, Finance

Fred Liu Fred Liu Greater New York City Area Details
Fred Liu's J.P. Morgan Asset Management Experience April 2012 - 2014
Job Research Associate at New Street Research
Industry Investment Management
Experience
New Street Research   January 2015 - Present
JP Morgan Asset Management  April 2012 - 2014
JP Morgan Asset Management  June 2011 - August 2011
Cohen & Steers  June 2010 - August 2010
Oppenheimer & Co.   August 2009 - December 2009
AXA Advisors  June 2009 - August 2009
Navigant Capital Advisors  June 2006 - August 2006

Education
New York University   2008 — 2012
B.S., Finance and International Business

Lakota West High School   2004 — 2008
H.S. Diploma

Tristin Ewell Tristin Ewell Washington D.C. Metro Area Details
Tristin Ewell's J.P. Morgan Asset Management Experience June 2009 - August 2009
Job Multifunctional Finance Analyst & Program Controller at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin  February 2014 - Present
Lockheed Martin  January 2013 - February 2014
Lockheed Martin  January 2011 - January 2014
PAE Group  2010 - 2011
FanVision  2010 - 2010
JP Morgan Asset Management  June 2009 - August 2009
JP Morgan Asset Management  June 2009 - August 2009
SECU Credit Union  June 2008 - August 2008
Chevy Chase Bank  May 2006 - August 2007
Chevy Chase Bank  May 2005 - May 2006

Skills
Customer Service, Sales, Customer Satisfaction, Marketing, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Finance, Time Management, Financial Analysis, Data Analysis

Education
The George Washington University - School of Business   2012 — 2016
Master of Business Administration (M.B.A.)

Morgan State University   2007 — 2010
Finance, General

Prince George's Community College   2004 — 2007
Degree: Associate of Science, Business Administration

Stephen Hilbert Stephen Hilbert Seattle, Washington Details
Stephen Hilbert's J.P. Morgan Asset Management Experience September 2009 - August 2011
Job Vice President of Distribution at Copperstone Partners
Industry Financial Services
Experience
Copperstone IDF Services   October 2014 - Present
Strategic Capital  January 2014 - Present
Kineta, Inc.   2013 - Present
Parody Products   2012 - Present
Immusoft Corporation   August 2012 - Present
The Rainier Group  October 2011 - November 2013
JP Morgan Asset Management  September 2009 - August 2011
Charles Schwab  September 2002 - October 2009
Dale Carnegie Training  2002 - 2004
Merrill Lynch  January 2000 - January 2002

Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning

Education
Thunderbird School of Global Management   2005 — 2007
MBA, Global Business

University of Washington   1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy

ISB

Pamela Popp Pamela Popp Kansas City, Missouri Area Details
Pamela Popp's J.P. Morgan Asset Management Experience June 2011 - January 2012
Job President Lockton Retirement Services
Industry Financial Services
Experience
Lockton Companies  September 2014 - Present
Johnson County Community College Foundation   2013 - Present
CAPTRUST  February 2012 - August 2014
Overland Park Chamber of Commerce  2012 - August 2014
St. Michael's   2011 - July 2014
JP Morgan Asset Management  June 2011 - January 2012
JP Morgan Retirement Plan Services  January 1996 - June 2011
JPMorgan Chase  1996 - 2010
Hewitt Associates  1986 - 1994

Skills
401k, Retirement, Investments, Mutual Funds, Asset Managment, Series 7, Asset Allocation, Series 63, Pensions, Alternative Investments, Investment Advisory, Investment Strategies, Defined Benefit, Retirement Planning, Investment Management, Wealth Management, Hedge Funds, Securities, Financial Services, Portfolio Management

Education
Northwestern University - Kellogg School of Management   1989 — 1994
Masters of Management, Finance, Marketing, and Organizational Behavior

Indiana University Bloomington   1983 — 1986
Bachelor of Science (B.S.), Finance

Guillermo Berger Guillermo Berger Greater New York City Area Details
Guillermo Berger's J.P. Morgan Asset Management Experience July 2011 - July 2012
Job Associate Vice President at HSBC Securities
Industry Banking
Experience
HSBC Securities  June 2012 - Present
JP Morgan Asset Management  July 2011 - July 2012
JP Morgan Asset Management  February 2008 - June 2011
JP Morgan Asset Management  June 2007 - August 2007

Skills
Wealth Management, Banking, Asset Allocation, Portfolio Management, Investments, Bloomberg, Equities, Securities, Series 7, Emerging Markets, Private Banking, Series 63, Relationship Management, Asset Management, Sales, Equity Research, Fixed Income, Wealth Management..., Derivatives, Financial Modeling, CRM, Capital Markets, Hedge Funds

Education
University of Connecticut   2003 — 2007
Business, Economics

Dawn Silvia Dawn Silvia Columbus, Ohio Area Details
Dawn Silvia's J.P. Morgan Asset Management Experience June 2010 - Present
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  June 2010 - Present
Dwight Asset Management  July 2006 - June 2010
Conning Asset Management  March 1993 - July 2006

Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Alternative Investments, Bloomberg, Equities, Bonds, Risk Management, Capital Markets, Investment Management, Financial Modeling, Hedge Funds, Securities, Structured Products, Valuation, Credit Analysis, Financial Analysis

Education
University of Hartford   2004 — 2006
MBA, Finance

Quinnipiac University - School of Business   1990 — 1996
BS, Business Management

Rory Crawford Rory Crawford Cambridge, Massachusetts Details
Rory Crawford's J.P. Morgan Asset Management Experience 2008 - 2008
Job Founder & CEO at BevSpot
Industry Internet
Experience
BevSpot  March 2014 - Present
General Atlantic  August 2011 - June 2013
J.P. Morgan   June 2009 - June 2011
JP Morgan Asset Management  2008 - 2008

Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Equities, Venture Capital, Due Diligence, Corporate Finance, Hedge Funds, Investments, Financial Analysis, Mergers

Education
Harvard Business School   2013 — 2014
Master of Business Administration (MBA), General Management

Tufts University   2005 — 2009
BA, Economics, Spanish

Highland Park High School   2001 — 2005

Harvard Business School

Erica Janelle Thomas Erica Janelle Thomas Greater Chicago Area Details
Erica Janelle Thomas's J.P. Morgan Asset Management Experience February 2008 - September 2013
Job Sales and ECommerce Manager at Homewood Suites by Hilton
Industry Investment Banking
Experience
Homewood Suites by Hilton  June 2015 - Present
Homewood Suites by Hilton  November 2014 - June 2015
J.P. Morgan   September 2012 - October 2014
JP Morgan Asset Management  February 2008 - September 2013
Lane Bryant, Inc  July 2006 - July 2008
Westervelt Wildlife Services   March 2005 - June 2006

Skills
logistics, event planning, Administrative Support, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Marketing, Sales, Executive Management, Web Site Production, Internet Software, Teamwork, Leadership, Fundraising, Trade Shows, Direct Marketing, Event Planning, Event Management, Accounting, Budgets, Training

Education
Roosevelt University   2007 — 2009
Master, Hospitality and Tourism Management

Stillman College   2002 — 2006
B.S., Business Administration

Morgan Park High School   1998 — 2002
High School

Christopher Fetes, CFA Christopher Fetes, CFA Boca Raton, Florida Details
Christopher Fetes, CFA's J.P. Morgan Asset Management Experience 2004 - Present
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  2004 - Present
Goldman Sachs  2003 - 2004

Skills
High Yield Bonds, Credit Analysis, Portfolio Management, Product Development, Credit Derivatives

Education
Indiana University - Kelley School of Business   1994 — 1996
MBA, Finance

University of Florida   1986 — 1990
BSBA, Finance

Greg Masucci, CIMA Greg Masucci, CIMA Greater New York City Area Details
Greg Masucci, CIMA's J.P. Morgan Asset Management Experience May 2011 - Present
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  May 2011 - Present
Genworth Financial  January 2009 - November 2010
Genworth  September 2007 - December 2008
Merrill Lynch  January 2006 - July 2007
Merrill Lynch  September 2003 - December 2005
Merrill Lynch  January 1999 - September 2003
Merrill Lynch  October 1997 - December 1998
Merrill Lynch  June 1996 - September 1997
Merrill Lynch  July 1995 - May 1996

Skills
Series 7, Business Strategy, Strategic Planning, Business Development, Series 63, Marketing Strategy, Wealth Management, Sales Management, Sales Operations, Mutual Funds, Investments, Finance, Asset Management, Alternative Investments, Financial Services, Asset Allocation, Relationship Management, Series 24, Separately Managed..., Investment Advisory, Investment Strategies, Insurance, Fixed Annuities, Leadership, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Fixed Income, Hedge Funds, ETFs, Series 65, Strategic Financial..., Bonds, Wealth Management..., Financial Markets, Structured Products, Credit, Long-term Care, Life Insurance, Pensions, Variable Annuities, Sales, Management, Retirement

Education
Jacksonville University   1992 — 1995
Bachelor of Science, Finance

University of Miami   1990 — 1992

Darden School of Business, University of Virginia
Advanced Leadership Program

Gerard Fancovic, CFA Gerard Fancovic, CFA San Francisco Bay Area Details
Gerard Fancovic, CFA's J.P. Morgan Asset Management Experience May 2013 - Present
Job Executive Director, Consultant Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  May 2013 - Present
Chicago Area  2012 - 2013
Standish Mellon Asset Management Company/BNY Mellon Fixed Income   2011 - 2012
UBS Global Asset Management  2005 - 2011
MFS Investment Management  2000 - 2005
Scudder Kemper Investments  1988 - 1999

Skills
Institutional Marketing, Building Relationships, Relationship Management, Asset Managment, Investment Strategies, Consultants, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Series 7, Series 63, Economics, Asset Allocation, Institutional Investors, Fund Of Funds, Marketing, Institutional..., Asset Management

Education
Kalamazoo College
Bachelor of Arts (BA), Economics and Business Administration

The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Accounting

Patrick Kerlin Patrick Kerlin Greater New York City Area Details
Patrick Kerlin's J.P. Morgan Asset Management Experience August 2011 - February 2014
Job Sole Proprietor at Patrick W. Kerlin NJ & NY CPA
Industry Financial Services
Experience
Patrick W. Kerlin NJ & NY CPA   February 2014 - Present
JP Morgan Asset Management  August 2011 - February 2014
PwC  August 2004 - July 2011

Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Accounting, US GAAP, SEC Filings, Mutual Funds, Funding, Tax Preparation, Management, Finance, Tax, CPA, Hedge Funds

Education
Rutgers Business School   2000 — 2004
BS, Accounting and Economics

Princeton High School   1996 — 2000

Jay Kraynak Jay Kraynak Columbus, Ohio Area Details
Jay Kraynak's J.P. Morgan Asset Management Experience Vice PresidentJPMorgan ChaseFebruary 2000 - Present
Job Vice President at JPMorgan Chase
Industry Investment Management
Experience
JP Morgan Asset Management  Vice PresidentJPMorgan ChaseFebruary 2000 - Present
JPMorgan  2000 - Present
JPMorgan Chase  February 1995 - June 2000

Education
The Ohio State University   1990 — 1993
BSBA, Business

Miami University   1989 — 1990
Business

Worthington Christian   1986 — 1989

John Manning John Manning New York, New York Details
John Manning's J.P. Morgan Asset Management Experience April 2011 - February 2014
Job Associate at Riverstone Holdings LLC
Industry Financial Services
Experience
Riverstone Holdings LLC  February 2014 - Present
JP Morgan Asset Management  April 2011 - February 2014
State Street Global Advisors  June 2009 - August 2009

Education
St. Lawrence University   2006 — 2010
B.A., Economics, Chemistry

David Lipshutz David Lipshutz Greater New York City Area Details
David Lipshutz's J.P. Morgan Asset Management Experience 2010 - 2014
Job Executive Director, Quantitative Strategist at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  2010 - 2014
AlphaCode Strategies   2008 - September 2010
Equinox Capital Management   2000 - 2008
Morgan Stanley  1996 - 1999
Dean Witter  1994 - 1996
Citicorp Investment Services  1992 - 1994
Shearson Lehman Brothers  1984 - 1990
Lehman Brothers  1981 - 1984
Interactive Data  1978 - 1981

Skills
Quantitative Analytics, Equity Research, Portfolio Management, Financial Modeling, Equities, Investment Strategies, Asset Allocation, Asset Management, Trading Strategies, Quantitative Research, Bloomberg, Valuation, Investments, Asset Managment, Hedge Funds, Conceptual Modeling, Fundamental Analysis, Trading, Macroeconomics, Alpha Generation, Equity Trading, sas, stata, r programming language, investment strategy, secuirites analysis, risk analysis, optimization, Northfield, Compustat, Capital Markets, Alpha Testing, Securities, Financial Markets, options, barra, high dividend yield..., backtesting, multifactor modeling, factor timing models, portfolio construction, Factset, smart beta, Finance, Financial Analysis, Derivatives, Analysis, R

Education
New York University - Leonard N. Stern School of Business   1991 — 1992
MBA, Finance & Statistics

University of Pennsylvania   1974 — 1978
B.S. Engineering, Computer Science

University of Pennsylvania - The Wharton School   1974 — 1978
Business, Decision Science, Jerome Fisher Program in Management & Technology (M&T) - dual degrees in Engineering and Business

Theresa Leister, MBA, CFP, CMFC Theresa Leister, MBA, CFP, CMFC New York, New York Details
Theresa Leister, MBA, CFP, CMFC's J.P. Morgan Asset Management Experience March 1997 - April 2001
Job Product, Sales & Marketing Professional
Industry Investment Management
Experience
American Express Bank (purchased by Standard Chartered, PLC)   January 2008 - August 2009
American Express Bank  June 2004 - January 2008
JP Morgan Asset Management  March 1997 - April 2001
JP Morgan Asset Management  December 1988 - March 1997

Skills
Mutual Funds, Portfolio Management, Wealth Management, Asset Managment, Investments, Financial Services, Start-ups, Product Management, Investment Management, Series 7, CRM, Leadership, Management, Market Analysis, Retirement Planning, Product Development

Education
Johns Hopkins University, MBA
Masters of Administrative Science (MBA), Business/Managerial Economics

The Johns Hopkins University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Steven Poholski Steven Poholski Cleveland/Akron, Ohio Area Details
Steven Poholski's J.P. Morgan Asset Management Experience January 1987 - August 1994
Job VP and Senior Portfolio Manager at Huntington Bank
Industry Financial Services
Experience
Huntington National Bank  April 2005 - Present
FirstMerit Bank  August 1997 - April 2005
Key Bank  August 1994 - August 1997
JP Morgan Asset Management  January 1987 - August 1994

Skills
Portfolio Management, Banking, Credit, Credit Analysis, Asset Management, Mutual Funds, Investments, Wealth Management, Asset Allocation

Education
The University of Akron   1988 — 1990
MBA, Business Administration - Finance

The University of Akron   1981 — 1985
BS/BA, Business Administration - Finance

Norton High   1978 — 1981

Eve Guernsey Eve Guernsey Greater New York City Area Details
Eve Guernsey's J.P. Morgan Asset Management Experience August 1977 - October 2010
Job Independent Director
Industry Investment Management
Experience
Year Up  January 2015 - Present
Waypoint Capital Holdings (Jersey) Ltd   May 2012 - Present
Silver Lane Advisors LLC  October 2011 - Present
Lord Abbett  January 2011 - Present
JP Morgan Asset Management  August 1977 - October 2010

Skills
Investments, Asset Managment, Mergers, Portfolio Management, Investment Management, Fixed Income, Hedge Funds, Investment Banking, Finance, Valuation, Asset Allocation, Entrepreneurship, Wealth Management, Equities, Asset Management, Alternative Investments, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Strategies, Mutual Funds, Business Strategy, Governance, Management, Financial Risk, Financial Markets, Securities, Series 7, Financial Structuring, Financial Modeling, Financial Services, Venture Capital, Financial Advisory, Equity Research, Due Diligence, Emerging Markets, Investor Relations, Trading, Investment Advisory

Education
Smith College   1973 — 1977
Bachelor of Arts (B.A.), Economics

Ram Palakodeti Ram Palakodeti Greater New York City Area Details
Ram Palakodeti's J.P. Morgan Asset Management Experience November 2006 - February 2015
Job Vice President at JPMorgan Chase & Co
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   February 2015 - Present
JP Morgan Asset Management  November 2006 - February 2015
JPMorgan Chase  May 1998 - October 2006

Education
Osmania University   1995 — 1997
Master's degree, Computer Science

Osmania University   1991 — 1994
Bachelor's degree, Computer Science

Thaddaeus Hill Thaddaeus Hill Philadelphia, Pennsylvania Details
Thaddaeus Hill's J.P. Morgan Asset Management Experience June 2011 - Present
Job Private Banking Associate at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  June 2011 - Present

Skills
Bloomberg, Financial Analysis, Series 7, Equities, Series 63, Portfolio Management, Fixed Income, Investments, Capital Markets, Hedge Funds, Alternative Investments, Financial Markets, Banking, Due Diligence, Private Equity, Economics

Education
Morehouse College   2007 — 2011
Bachelor of Arts (BA), Economics

Jacob Krupsaw Jacob Krupsaw Miami, Florida Details
Jacob Krupsaw's J.P. Morgan Asset Management Experience June 2011 - August 2014
Job Analyst at Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management  September 2014 - Present
JP Morgan Asset Management  June 2011 - August 2014
Goldman Sachs Asset Management  June 2010 - August 2010
BSW Wealth Partners  March 2010 - March 2010
The Bozzuto Group  June 2008 - August 2009

Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Bloomberg, Equities, Asset Management, Cupcakes, Microsoft Excel, Fixed Income, Corporate Finance, Hedge Funds, Alternative Investments, Investment Banking, Bloomberg Terminal

Education
University of Miami   2007 — 2011
Bachelors, Accounting & Finance

University of Miami - School of Business   2007 — 2011
Bachelor of Science (BS), Accounting and Finance

Randy Hicks Randy Hicks Greater Atlanta Area Details
Randy Hicks's J.P. Morgan Asset Management Experience September 2000 - June 2002
Job Teacher at Fulton County Public Schools
Industry Education Management
Experience
Delta Air Lines  2011 - Present
Fulton County Public Schools  January 2007 - Present
Wheego Electric Cars, Inc.   May 2010 - August 2010
Brinker Capital  October 2004 - March 2006
JP Morgan Asset Management  September 2000 - June 2002
JP Morgan Chase, Cash Management   January 2000 - January 2002
CHB Investment Group   May 1999 - May 2000
CHB Investment Group   January 1999 - January 2000
First Union Securities  January 1999 - January 2000

Skills
Investments, Training, Business Development

Education
Reinhardt University   2010 — 2011
Masters, Education

The College of New Jersey   1997 — 2000
Finance

Virginia State University   1995 — 1997

Reinhardt University
Master of Arts, Teaching

Jeffrey Musell Jeffrey Musell Greater Denver Area Details
Jeffrey Musell's J.P. Morgan Asset Management Experience December 2011 - November 2012
Job Transition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
TIAA-CREF  August 2012 - Present
JP Morgan Asset Management  December 2011 - November 2012
OppenheimerFunds, Inc  November 2010 - November 2011
OppenheimerFunds, Inc.   January 2010 - November 2010
OppenheimerFunds, Inc.   September 2008 - January 2010
OppenheimerFunds, Inc.   September 2007 - September 2008

Skills
Mutual Funds, Retirement Planning, 403 b, Employee Benefits, Variable Annuities, 401k, Profit Sharing, Retirement Plan..., Qualified Retirement..., Fixed Annuities, Defined Contribution, Defined Benefit, Pensions, IRAs, Asset Allocation, 457 Plans, Series 63, Series 7, Insurance, Health Insurance, Term Life Insurance, Disability Insurance, Life Insurance, CRM, ERISA, Investments, Retirement

Education
Metropolitan State University of Denver
Bachelor of Liberal Arts Degree, 2007

Joseph Steccato Joseph Steccato Greater New York City Area Details
Joseph Steccato's J.P. Morgan Asset Management Experience May 2013 - Present
Job Managing Director, Region Head Institutional Advisory and Sales at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  May 2013 - Present
JP Morgan Asset Management  April 2012 - April 2013
JP Morgan Asset Management  August 2011 - March 2012
Goldman Sachs Asset Management  October 2000 - July 2011
JPMorgan  1994 - 2000
Buck Consultants  1992 - 1994
Marsh  1989 - 1992

Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Alternative Investments, Series 63, Fixed Income, Asset Managment, Portfolio Management, Series 7

Education
Iona College   1987 — 1990
Master of Business Administration (MBA)

Iona College   1983 — 1987
Bachelor of Arts (BA)

Dan Peters, MBA Dan Peters, MBA Dallas/Fort Worth Area Details
Dan Peters, MBA's J.P. Morgan Asset Management Experience 2004 - 2008
Job Senior Portfolio Manager and Investment Strategist at Lee Financial
Industry Financial Services
Experience
Lee Financial Corporation  July 2009 - Present
JP Morgan Asset Management  2004 - 2008
Bank One Investment Advisors  1999 - 2004
Morgan Stanley  1998 - 1999
The Ohio Company  1992 - 1998

Skills
Portfolio Management, Wealth Management, Asset Allocation, Rebalancing, Investment Policy..., Municipal Bonds, Series 65, Separately Managed..., Relationship Management, Alternative Investments, Hedge Funds, Risk Management

Education
Otterbein University   2000 — 2002
MBA

University of Missouri-Columbia, College of Business   1989 — 1991
BSBA, Business Administration

Hong Loh Hong Loh Greater New York City Area Details
Hong Loh's J.P. Morgan Asset Management Experience 2000 - 2004
Job Senior Technology Executive Application Development, Engineering & Architecture
Industry Financial Services
Experience
T. Rowe Price  September 2013 - Present
Fastinnotrans - Innovation and Transformation Services   January 2012 - September 2013
Legg Mason Technology Services  2005 - January 2012
Legg Mason Technology Services  2005 - January 2012
Citigroup Asset Management  2004 - 2005
JP Morgan Asset Management  2000 - 2004
Deutsche Bank  1998 - 2000
Bankers Trust Company  1981 - 2000

Skills
Enterprise Architecture, Integration, IT Strategy, Enterprise Software, Management, SDLC, Strategy, Vendor Management, Financial Services, Business Analysis, Software Project..., Project Portfolio..., Mergers & Acquisitions, Business Intelligence, Solution Architecture, Project Management, Data Warehousing, PMO, Outsourcing, IT Management

Education
University of Leeds
BSc, Physics & Electronic Engineering

University of Wales, Cardiff
MSc, Management & Technology

Ted Morrow, CIMA® Ted Morrow, CIMA® Dallas/Fort Worth Area Details
Ted Morrow, CIMA®'s J.P. Morgan Asset Management Experience January 2009 - Present
Job Executive Director, Client Advisor at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management  January 2009 - Present
Managers Investment Group  August 2007 - November 2008
Rydex Investments  August 2001 - July 2007
Van Kampen Investments  September 1992 - May 2001
Van Kampen Funds  1992 - 2000

Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management

Education
University of Houston, C.T. Bauer College of Business   1988 — 1994
Finance, General

Ronica Sethi Ronica Sethi Princeton, New Jersey Details
Ronica Sethi's J.P. Morgan Asset Management Experience February 1995 - November 2000
Job Business Executive
Industry Marketing and Advertising
Experience
Princeton Education Foundation   August 2012 - Present
John Witherspoon Middle School Parent Teacher Organization   August 2011 - June 2013
Mythic Paint   April 2007 - March 2010
JP Morgan Asset Management  February 1995 - November 2000

Skills
Business Strategy, Portfolio Management, Strategic Planning, Entrepreneurship, Business Analysis, Financial Modeling, Strategy, Business Planning, Relationship Management, Public Speaking, Collaborative Leadership, Collaborative Problem...

Education
New York University   1991 — 1995
MBA, Finance

Indiana University Bloomington   1984 — 1988
BS, Finance, Psychology

Nitin Bhambhani Nitin Bhambhani Greater New York City Area Details
Nitin Bhambhani's J.P. Morgan Asset Management Experience 1994 - Present
Job Analyst at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  1994 - Present

Skills
Equity Research, Investments, Valuation, Equities, Financial Modeling, Portfolio Management, Emerging Markets, Competitive Analysis, Investment Management, Asset Managment, Securities, Business Strategy, Global Investment..., Investing in Technology, Data Analysis

Education
Indian Institute of Management, Ahmedabad   1992 — 1994
Master of Business Administration (MBA), General Management

National Institute of Technology Rourkela   1987 — 1991
BE, Mechanical Engineering

Patti Conforti Patti Conforti Greater New York City Area Details
Patti Conforti's J.P. Morgan Asset Management Experience March 1996 - November 1997
Job Head of NonAgency RMBS Pricing at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  February 2009 - Present
Thomson Reuters  July 2000 - January 2009
Bridge Information Systems  July 1999 - June 2000
Brown Brothers Harriman  November 1997 - July 1999
JP Morgan Asset Management  March 1996 - November 1997
New York Life Insurance Company  March 1992 - March 1996

Skills
Valuation, RMBS, Structured Products, ABS, Capital Markets, Fixed Income

Education
Hofstra University   1988 — 1992
BBA, Banking and Finance

Peter Cassidy Peter Cassidy Brooklyn, New York Details
Peter Cassidy's J.P. Morgan Asset Management Experience 1996 - 2000
Job CFO/COO Alternative Investments * Hedge Funds * Separate Accounts * 1940 Act Funds
Industry Financial Services
Experience
HAWKSTONE CAPITAL   2008 - 2012
SIVIK GLOBAL HEALTHCARE   2007 - 2008
SEVEN GLOBAL RESEARCH   2004 - 2007
WATCHPOINT ASSET MANAGEMENT   2001 - 2004
JP MORGAN ASSET MANAGEMENT  1996 - 2000
UBS ASSET MANAGEMENT  1993 - 1996

Skills
Alternative Investments, Valuation, Hedge Funds, Securities, Asset Managment, International Securities, Options, Futures, Bonds, Start-up Formation, Management, Business Planning, Fixed Income, FX (spots and forwards), Commodities, Compliance, Due Diligence, Prime Brokerage, International Funds, Risk Management, Creating & Liquidating..., Equities, Commodity, Investments

Education
Member of The Institute of Chartered Accountants in Ireland (CPA equivalent)

University College Dublin
Bachelor of Commerce (B.Com.), Business Administration and Management, General

Jeremy Rich, CIMA® Jeremy Rich, CIMA® Greater Los Angeles Area Details
Jeremy Rich, CIMA®'s J.P. Morgan Asset Management Experience March 2009 - Present
Job Executive Director External Client Advisor (Wholesaler) at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  March 2009 - Present
Chase Wealth Management  December 2005 - February 2009
Chase Wealth Management  March 2004 - November 2005

Skills
Consultative Sales..., Presentation Skills, Fiduciary, Mutual Funds, Investments, Wealth Management, Financial Services, Financial Advisory, Asset Allocation, Bonds, Investment Strategies, Strategic Financial..., Securities, Financial Analysis, Fixed Annuities, Alternative Investments, Capital Markets, Public Speaking, Sales Management, Financial Risk, Finance, Investment Management, Holistic Financial..., Economic Knowledge, Competitive Positioning, Competitive Knowledge, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 7, Series 24, Series 66, CIMA

Education
University of Pennsylvania - The Wharton School
(CIMA®), Certified Investment Management Analyst

Northern Illinois University   1998 — 2001
Bachelor of Science (BS), Finance

Ron Pratt Ron Pratt Alpharetta, Georgia Details
Ron Pratt's J.P. Morgan Asset Management Experience February 2005 - October 2005
Job Divisional Vice President at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group  October 2005 - Present
JP Morgan Asset Management  February 2005 - October 2005
Curian Capital  September 2003 - December 2004
Van Kampen Investments  February 1992 - September 2003

Education
University of Missouri-Columbia   1982 — 1986
BA, Economics

Robert Kaplan Robert Kaplan Greater New York City Area Details
Robert Kaplan's J.P. Morgan Asset Management Experience July 2011 - July 2014
Job Business Operations at Ampush
Industry Online Media
Experience
Ampush  July 2014 - Present
JP Morgan Asset Management  July 2011 - July 2014
Bloomberg  June 2010 - August 2010
MV Financial   June 2009 - July 2009
Senator Ron Wyden  June 2008 - July 2008

Skills
Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Investments, Series 7, Microsoft Word, Equities, Quantitative Analytics, Financial Modeling, Social Media, Ear Candling, Brunch, Lacrosse, Marketing, Polos, Middle Management, Crushing, Lunch & Learns, Oriental Medicine, Juice, Monsters, Online Dating, Knitting, Small Talk, Cat Herding, Salads, Ballroom Dance

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2011
BBA, Focus in Finance and Corporate Strategy

London School of Economics and Political Science   2009 — 2009
Operational Management

Jason Colarossi Jason Colarossi Tampa/St. Petersburg, Florida Area Details
Jason Colarossi's J.P. Morgan Asset Management Experience July 2011 - May 2014
Job Vice President Head of Strategic Accounts Investment Only Division at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  May 2014 - Present
JP Morgan Asset Management  July 2011 - May 2014
JP Morgan Asset Management  March 2007 - July 2011
The Bostonian Group  April 2003 - April 2007
Putnam Investments  November 1996 - February 2003

Skills
Series 7, Series 63, Retirement Planning, Pensions, Mutual Funds, Investments, Defined Contribution, Asset Allocation, Retirement, Wealth Management, Alternative Investments, Investment Advisory

Education
Hobart and William Smith Colleges   1992 — 1996
Bachelor of Arts (B.A.)

Craig Leighton Craig Leighton San Antonio, Texas Area Details
Craig Leighton's J.P. Morgan Asset Management Experience November 1998 - May 2005
Job Equity Portfolio Manager and Senior Research Analyst
Industry Financial Services
Experience
Frost Bank  December 2012 - Present
Crossfield Capital Ventures   January 2012 - December 2012
Lord Abbett & Co  May 2005 - August 2011
JP Morgan Asset Management  November 1998 - May 2005
Fleming Asset Management   1998 - 2001
William Blair  February 1996 - June 1998

Skills
Detailed forecasting of..., Successful track record, Significant experience..., Analysis of US Economic..., Portfolio Management, Equity Research Analysis, Valuation, Healthcare, Business Services, Technology, Forecasting, Asset Managment, Equities, Economic Modeling, Business Development, Strategic Thinking, Growing Accounts, FactSet, Chartered Financial..., Financial Modeling, Financial Analysis, Stock Picking, Securities, Asset Management, Mutual Funds, Due Diligence, Strategy

Education
Princeton University   1991 — 1994
MS, Aerospace Engineering

Rensselaer Polytechnic Institute   1988 — 1991
BS, Aerospace Engineering

Harvard High School

Len Randazzo Len Randazzo Greater New York City Area Details
Len Randazzo's J.P. Morgan Asset Management Experience February 2010 - April 2013
Job Managing Director, Control and Program Officer, Asset Management at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Asset Management  May 2013 - Present
JP Morgan Asset Management  February 2010 - April 2013
The Bank of New York  August 2009 - February 2010
Rockit Solutions LLC  January 2009 - July 2009
Bear Stearns Asset Management  October 2007 - December 2008
BNY Mellon  2001 - 2007
Headstrong  2000 - 2005

Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class

Education
Stevens Institute of Technology   1995 — 1997

Joanne Koszarek Joanne Koszarek Greater Chicago Area Details
Joanne Koszarek's J.P. Morgan Asset Management Experience February 2011 - May 2012
Job VP Business Management, Consumer & Community Banking Risk at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  May 2012 - Present
JP Morgan Asset Management  February 2011 - May 2012
J.P. Morgan Asset Management   October 2007 - January 2011
JP Morgan Chase  February 2005 - October 2007
JP Morgan Chase  July 2004 - February 2005

Skills
Project Management, Building Relationships, Strategic Thinking, Flawless Execution, Team-oriented, Performance Management, Onboarding, Training, Financial Services, Interviews, Change Management, Strategy, Human Resources, Leadership, Management, College Recruiting, Talent Acquisition, SDLC, Banking, Customer Service

Education
University of Illinois at Urbana-Champaign   2000 — 2004
Psychology, Human Resources

Justin Murphy Justin Murphy Greater New York City Area Details
Justin Murphy's J.P. Morgan Asset Management Experience September 1993 - June 2012
Job Investments
Industry Investment Management
Experience
Justin M. Murphy   July 2012 - Present
Prologis Targeted U.S. Logistics Fund, L.P.   January 2013 - Present
JP Morgan Asset Management  September 1993 - June 2012
Landauer Associates  July 1992 - September 1993
Edward F. Heberger & Associates   January 1990 - June 1992

Skills
Portfolio Management, Asset Allocation, Real Estate Investor, Real Estate Investment, Asset Management, Leadership, Management, Investments, Real Estate

Education
The University of Connecticut   1985 — 1989
Bachelor of Science

Linc DuPree Linc DuPree Greater Atlanta Area Details
Linc DuPree's J.P. Morgan Asset Management Experience May 2006 - April 2013
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  April 2013 - Present
JP Morgan Asset Management  May 2006 - April 2013
JP Morgan  2006 - April 2013
Liberty Funds  1999 - 2001
Nuveen Investments  1988 - 1996

Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management

Education
Loyola University New Orleans   1982 — 1986
BBA, Finance

St. Pius X Catholic High School   1978 — 1982
High School Diploma

Ken Harrington-Howes Ken Harrington-Howes Greater New York City Area Details
Ken Harrington-Howes's J.P. Morgan Asset Management Experience August 1991 - Present
Job Executive Director, JP Morgan Asset Management
Industry Investment Management
Experience
Star, Inc. "Lighting the Way"   November 2014 - Present
JP Morgan Asset Management  August 1991 - Present
The Chase Manhattan Bank  1985 - 1989
Citicorp Investment Management, Inc.   July 1980 - April 1985

Skills
Investment Management, Portfolio Management, Investments, Strategic Planning, Alternative Investments, Equities, Mutual Funds, Asset Management, Strategy, Relationship Management, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Series 63, Fixed Income, Financial Services, Private Equity, Retirement Planning, 401k, Estate Planning, High Net Worth..., Investment Strategies, Securities, Hedge Funds, Capital Markets, Bloomberg, Derivatives, Valuation, Financial Modeling, Investment Banking

Education
University of Connecticut   1973 — 1977
B.A. Liberal Arts, Sociology

Framingham South High School   1971 — 1973

St Mark's School   1969 — 1971

Nicholas Lizotte Nicholas Lizotte Stowe, Vermont Details
Nicholas Lizotte's J.P. Morgan Asset Management Experience August 2000 - February 2004
Job Broker at KW Vermont
Industry Real Estate
Experience
KW Vermont   September 2015 - Present
Pall Spera Company  April 2013 - September 2015
Sagamore Residential   September 2007 - December 2012
Stellar Management  June 2007 - June 2008
Atherton-Newport Investments  July 2005 - June 2007
ING Clarion  June 2004 - July 2005
JP Morgan Asset Management  August 2000 - February 2004
Skanska USA Building Inc.  May 1999 - July 2000

Skills
Real Estate Development, Licensed NY Real Estate..., Asset Management, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Residential Homes, Residential Mortgages, Licensed Vermont Real..., Construction Management, Construction Drawings, Construction Loans, Commercial Mortgages, Commercial Real Estate..., Asset Managment, Real Estate, Real Estate Economics, Disposition, Investment Properties, Commercial Real Estate, Acquisitions, Apartments, Leases, Investments, Dispositions, Portfolio Management, Property Management

Education
New York University   2002 — 2004
MS, Real Estate Finance

Hobart and William Smith Colleges   1994 — 1998
BA, Architectural Studies

Vermont Academy   1991 — 1993

Brendan Morgan Brendan Morgan Austin, Texas Details
Brendan Morgan's J.P. Morgan Asset Management Experience January 2012 - April 2012
Job Capital Asset Exchange
Industry Capital Markets
Experience
Capital Asset Exchange & Trading, LLC   July 2014 - Present
Cook Street Consulting   April 2012 - June 2014
JP Morgan Asset Management  January 2012 - April 2012
Re/Max of New England  2008 - 2011

Skills
Valuation, Investments, Financial Analysis, Bloomberg, Financial Modeling, Finance, Equities, Mutual Funds, Financial Markets

Education
Completed all 3 CFA exams, awaiting 4 years of experience to become Charterholder   2012 — 2015

University of Colorado at Boulder - Leeds School of Business   2008 — 2012
B.S. Degree, Business Administration; Finance, Graduate

University of New South Wales   2011 — 2011
International Business

Sand Creek High School   2004 — 2008

Alex Molina, CISA, CISM Alex Molina, CISA, CISM Greater New York City Area Details
Alex Molina, CISA, CISM's J.P. Morgan Asset Management Experience November 2011 - June 2013
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   August 2014 - Present
J.P. Morgan   June 2013 - August 2014
JP Morgan Asset Management  November 2011 - June 2013
Citigroup Inc.  January 2006 - November 2011
Citigroup  2005 - 2006
Republic National Bank  1994 - 1997

Skills
Information Technology, Financial Risk, Network Security, Financial Services, Risk Assessment, Integration, Management, Auditing, Project Management, ISO 27001, Change Management, Internal Controls, Vendor Management, Information Security, Business Continuity, Governance, Sarbanes-Oxley Act, Security, Risk Management, Information Security..., Vulnerability Management, Data Recovery, Information..., Data Retention, PCI DSS, Access Control..., Remote Access, Threat & Vulnerability..., Threat Management, Social Engineering, Third Party Risk..., Capacity Management, IT Strategy, Disaster Recovery, SDLC, Infrastructure, IT Management, IT Audit, Banking, Program Management, Leadership

Education
Kennedy Western University   1998 — 2003
BS, Management Information Technology

Saint John's University   1996 — 2000
BS, Telecomunications and Networks

Craig Zucker Craig Zucker Greater Chicago Area Details
Craig Zucker's J.P. Morgan Asset Management Experience 1990 - 1997
Job Senior Vice President at Southern Cross Resource Group International
Industry Capital Markets
Experience
Southern Cross resources Inc   October 2013 - Present
Zuk Capital Inc.   April 2008 - Present
Peak Properties  May 2013 - August 2014
CCM Capital Markets   April 2008 - June 2013
Merrill Lynch  March 1997 - May 2009
JP Morgan Asset Management  1990 - 1997

Skills
Sales & Marketing..., Commercial Real Estate, Property Management, Fixed Income, REIT, Bonds, Options Strategies, Investment Properties, Trading, Interest Rate Hedging, Real Estate, Alternative Investments, Equities, REO, Options, Portfolio Management, Investments

Education
University of Iowa   1978 — 1982
BA, ECONOMICS

University of Iowa   1978 — 1982
Bachelor of Arts (B.A.), Economics

New trier west   1973 — 1978

Matt Lehner, CIMA® Matt Lehner, CIMA® Greater New York City Area Details
Matt Lehner, CIMA®'s J.P. Morgan Asset Management Experience September 2010 - June 2013
Job Vice President, JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan   July 2013 - Present
JP Morgan Asset Management  September 2010 - June 2013
Ohio Designer Craftsmen   April 2010 - June 2013
Ohio Designer Craftsmen   April 2007 - April 2010
JP Morgan Asset Management  July 2008 - September 2009

Skills
Investment Strategies, Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Alternative Investments, Customer Service, Asset Management, Banking, Credit

Education
The Ohio State University   2003 — 2007
Economics

Joseph Knight Joseph Knight Greater New York City Area Details
Joseph Knight's J.P. Morgan Asset Management Experience May 2011 - Present
Job Associate, Global Real Assets, JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  May 2011 - Present
The College of New Jersey  March 2008 - May 2011
J.P. Morgan   June 2010 - August 2010
Merrill Lynch  August 2009 - December 2009
GPSG - Division of Ortho-McNeil Pharmaceuticals   January 2009 - July 2009

Education
The College of New Jersey   2007 — 2011
Bachelor of Science, Finance, Sales minor

Rene Noel Rene Noel Columbus, Ohio Area Details
Rene Noel's J.P. Morgan Asset Management Experience January 2004 - January 2015
Job Retired Managing Director Fixed Income Risk Mgmt at JPMorgan Asset Mgmt
Industry Investment Management
Experience
JP Morgan Asset Management  January 2004 - January 2015
Banc One Investment Advisors  1999 - 2003

Skills
Risk Management, Information Management, Fixed Income, Financial Risk, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Financial Services, Capital Markets, Finance, Bloomberg, Investment Management, Derivatives, Securities, Management, Mutual Funds, Asset Allocation

Education
The Ohio State University
Bachelor's Degree, Economics

The Ohio State University Fisher College of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General

Duane Huff Duane Huff Columbus, Ohio Details
Duane Huff's J.P. Morgan Asset Management Experience March 1996 - February 2014
Job Retired from JP Morgan Asset Management
Industry Investment Management
Experience
Home  March 2014 - Present
JP Morgan Asset Management  March 1996 - February 2014
Alexander Hamilton Life Insurance Company  March 1986 - March 1996
USM Savings and Loan  
 
Unisys (Burroughs)   1977 - 1981

Skills
Portfolio Management, Fixed Income, Bloomberg, Mutual Funds, Asset Management, Asset Allocation, Derivatives, Capital Markets, Investments, Investment Management, Securities, Bonds, Foreign Exchange

Education
The Ohio State University   1974 — 1976
MBA, Finance, General

The Ohio State University   1969 — 1973
BScBA, Finance

Nicholas Pichardo Nicholas Pichardo Greater Philadelphia Area Details
Nicholas Pichardo's J.P. Morgan Asset Management Experience December 2003 - January 2004
Job Senior Project Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
J.P. Morgan   May 2013 - Present
JPMorgan Chase  July 2012 - May 2013
Morgan Stanley  June 2008 - April 2012
Morgan Stanley  October 2005 - May 2008
Morgan Stanley  October 2004 - October 2005
JPMorgan Chase  February 2004 - October 2004
JP Morgan & Chase  January 2004 - February 2004
JP Morgan Asset Management  December 2003 - January 2004
315 Home Coporation   May 1996 - December 2003

Skills
Technical background in..., PersonalBrain 5.5, Adobe Acrobat X Pro, MS Office 2010..., Operating Systems:..., Basic Programing in..., Access, Adobe Acrobat, Derivatives, Microsoft Excel, Financial Reporting, Financial Analysis, Risk Management, PowerPoint, Finance, Analysis, Accounting, Visio, Strategic Financial..., Software Documentation, Portfolio Management, Data Analysis, Auditing

Education
State University of New York at Stony Brook   2001 — 2002
Bachelor of Science, Finance: Business Administration

State University of New York at New Paltz   1997 — 2000
Intended Major - Computer Engineering

Saint Agnes Boys High School   1994 — 1997

Polytechnic University   1996 — 1996
Computer Programming: C++

Larry Ellman Larry Ellman Greater New York City Area Details
Larry Ellman's J.P. Morgan Asset Management Experience 1998 - 2004
Job Senior Partner at The Berkshire Group
Industry Real Estate
Experience
The Berkshire Group  2010 - Present
Citi Property Investors  2004 - 2010
JP Morgan Asset Management  1998 - 2004

Education
MIT   1991 — 1992
M.S., Real Estate

University of Southern California   1982 — 1986
B.S., Finance and Real Estate

J. Edward Jim Foley, III J. Edward Jim Foley, III San Francisco, California Details
J. Edward Jim Foley, III's J.P. Morgan Asset Management Experience 1987 - 1995
Job Managing Director, Real Estate & Lodging Investment Banking
Industry Investment Banking
Experience
Bentley Associates  1996 - Present
JP Morgan Asset Management  1987 - 1995
Boston Financial Realty Advisors   1986 - 1987
Jones Lang Wootton  1977 - 1986

Skills
Real Estate Private..., Real Estate Finance, Debt Restructuring, Debt Raising, Merchant Banking, Transaction Negotiations, Investment Banking, Strategic Advisory, Lodging, Investments, Strategy, Negotiation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Private Placements, FINRA Series 7, 63, Investment Management, Home Builders, Ski Resorts, Disposition, Valuation

Education
New York University   1977 — 1978
Certificate in Real Estate Finance & Investment

University of Maine   1973 — 1975
American History (United States)

Christina Ashdown Christina Ashdown Columbus, Ohio Area Details
Christina Ashdown's J.P. Morgan Asset Management Experience February 2015 - Present
Job Guideline Monitoring AM Associate, JPMorgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  February 2015 - Present
JP Morgan Asset Management  July 2011 - Present

Skills
Bloomberg, Financial Analysis, Fixed Income, Analysis, Investments, Asset Management, Bonds, Research, Analytics, Risk Management, Relationship Management, Securities, Time Management, Strategic Planning, Financial Risk

Education
Queens University of Charlotte   2008 — 2011
MBA, Finance

Miami University   2004 — 2007
Bachelor of Science, General Business

Lucia Peyser, CFA Lucia Peyser, CFA New York, New York Details
Lucia Peyser, CFA's J.P. Morgan Asset Management Experience August 2005 - Present
Job Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  August 2005 - Present
United Nations  July 2005 - August 2005

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, CFA 2012

Education
Katholieke Universiteit Leuven   2003 — 2004
Master of Science (MS), Statistics

ITESM   1995 — 1999
BS, Economics

Mike Lucarelli, CFA Mike Lucarelli, CFA New York, New York Details
Mike Lucarelli, CFA's J.P. Morgan Asset Management Experience October 2004 - April 2010
Job Business Development, Senior Vice President
Industry Investment Management
Experience
PIMCO  April 2010 - Present
JP Morgan Asset Management  October 2004 - April 2010

Skills
Investment Management, Alternative Investments, Institutional Sales, Relationship Building, Strategic Prospecting, Relationship Management

Education
Penn State University   1998 — 2002
Bachelor’s Degree, Finance

Ken Roytman Ken Roytman Chicago, Illinois Details
Ken Roytman's J.P. Morgan Asset Management Experience November 2006 - February 2007
Job Senior Software Engineer at Chicago Trading Company
Industry Investment Management
Experience
Chicago Trading Company  January 2013 - Present
Northern Trust Global Investments  August 2011 - December 2012
Northern Trust - Global Fund Services - Transfer Agency   February 2007 - August 2011
JP Morgan Asset Management  November 2006 - February 2007
Chicago Consulting Actuaries  June 2002 - November 2006

Skills
Oracle, C#, SQL, ETL, Agile Methodologies, Software Development, Microsoft SQL Server

Education
The University of Chicago Booth School of Business   2014 — 2017
MBA, Analytic Finance, Econometrics & Statistics

Illinois Institute of Technology
Bachelor of Science, Computer Science

Jared Glick Jared Glick Greater Boston Area Details
Jared Glick's J.P. Morgan Asset Management Experience June 2011 - April 2012
Job Manager at Timeflies Music
Industry Music
Experience
Timeflies Music   November 2010 - Present
JP Morgan Asset Management  June 2011 - April 2012
SunTrust Robinson Humphrey  June 2009 - August 2009
Advanced Technology Ventures  2009 - 2009

Education
Tufts University   2007 — 2011

Ciro J. Giue - CPA, MBA Ciro J. Giue - CPA, MBA Greater New York City Area Details
Ciro J. Giue - CPA, MBA's J.P. Morgan Asset Management Experience 1997 - 2000
Job Vice President / Practice Leader, Voluntary & Worksite Benefits at HUB International Northeast
Industry Insurance
Experience
HUB International  December 2014 - Present
Corporate Synergies Group  January 2012 - December 2014
Ciro J. Giue   March 2007 - December 2011
Colonial Life  January 2010 - March 2011
Garfield Boys and Girls Club   2007 - December 2010
BNI  2007 - 2010
Fred Alger Management, Inc.   September 2004 - March 2007
TIAA-CREF  2000 - 2004
Lord Abbett & Co.   September 2002 - August 2003
JP Morgan Asset Management  1997 - 2000

Skills
Business Networking, Public Speaking, Negotiation, Employee Benefits, Health Insurance, Disability Insurance, Long-term Care, Dentistry, ERISA, Health Care Reform, Employee Wellness, Section 125 Plans, High Deductible Health..., Insurance, Affordable Care Act, Life Insurance, Retirement Planning, Mutual Funds, Human Resources, Finance, Investments, Brokers, Small Business, Risk Management, Securities, Financial Reporting, Strategic Financial..., Strategy, Financial Planners, Management, Access, Budgets, Financial Services, 401k, Health Savings Accounts, Asset Management, Financial Advisory, Estate Planning, Series 7, Long Term Care Insurance, Retirement, Term Life Insurance, Critical Illness, Executive Management, Benefits Administration, Series 63, Wealth Management, Financial Planning

Education
New York University - Leonard N. Stern School of Business   1999 — 2002
Master of Business Administration (M.B.A.), Finance and International Business

Rutgers   1987 — 1991
BS, Accounting

Kyle McCarthy Kyle McCarthy Cincinnati Area Details
Kyle McCarthy's J.P. Morgan Asset Management Experience September 2010 - Present
Job High Yield Trader at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  September 2010 - Present
Johnson Investment Counsel  September 2008 - September 2010
Johnson Investment Counsel  January 2008 - September 2008

Skills
Fixed Income, Bloomberg, Trading, Financial Analysis, Capital Markets

Education
University of Cincinnati   2003 — 2007
BBA, Finance

Andreas Dische Andreas Dische New York, New York Details
Andreas Dische's J.P. Morgan Asset Management Experience 2005 - 2009
Job Global Macro Portfolio Manager at OMERS Worldwide
Industry Investment Management
Experience
OMERS Worldwide   2014 - Present
Federated Investors  2009 - 2014
JP Morgan Asset Management  2005 - 2009
Wellington Management  2004 - 2005
Goldman Sachs  2002 - 2004

Skills
Global Macro, Equities, Portfolio Management, Currency, Global Tactical Asset..., Quantitative Investment..., Hedge Funds

Education
Harvard University
Visiting Scholar, Behavioral Finance

Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
PhD, Financial Economics

London School of Economics and Political Science
Student, Capital Markets

Jason LaRocca Jason LaRocca Greater Philadelphia Area Details
Jason LaRocca's J.P. Morgan Asset Management Experience February 2013 - October 2013
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  October 2013 - Present
JP Morgan Asset Management  February 2013 - October 2013
JP Morgan Asset Management  May 2010 - February 2013
JP Morgan Chase  January 2009 - May 2010
Lincoln Financial Advisors  November 2007 - March 2008

Skills
Equities, Fixed Income, Options, Collateral Management, Collateral Systems, Futures, OTC, Derivatives, Settlement, Middle Office, Back Office, Key Metrics, Metrics, Performance Metrics, Dodd-Frank, Team Leadership, Team Building, Portfolio Management, Investments, Swaps, Mutual Funds, Securities Lending, Asset Allocation, Asset Management, Credit Derivatives, SWIFT payments, Equity Derivatives, Fund Of Funds, Securities, FX Options

Education
Villanova University   2015 — 2018
Master of Business Administration (M.B.A.)

Temple University   2004 — 2008
Finance

Delsea

Kent Mappin Kent Mappin Orange County, California Area Details
Kent Mappin's J.P. Morgan Asset Management Experience July 2012 - Present
Job
Industry Financial Services
Experience
JP Morgan Asset Management  July 2012 - Present

Skills
Asset Allocation, Investment Strategies, Securities, Investments, Retirement, Finance, Mutual Funds, FINRA, Qualified Retirement..., Uniform Combined State..., Hedge Funds, Portfolio Management, Asset Management, Investment Management, Financial Advisory, FINRA Series 6, 7, 26 &...

Education
Northeastern University   1990 — 1994
BS, Economics

Saint Joseph Regional High School - Montvale, New Jersey   1984 — 1988
High School

Hester (Muis) Daly Hester (Muis) Daly Greater New York City Area Details
Hester (Muis) Daly's J.P. Morgan Asset Management Experience October 2000 - June 2009
Job Vice President at Economic Development Corporation of New York City
Industry Real Estate
Experience
Economic Development Corporation of New York City   December 2014 - Present
Pew Charitable Trusts  January 2014 - May 2014
Rivington Capital Partners   September 2010 - December 2013
JP Morgan Asset Management  October 2000 - June 2009
PricewaterhouseCoopers  September 1999 - September 2000

Skills
Asset Managment, Valuation, Investments, Capital Markets, Due Diligence, Financial Modeling, Equities, Real Estate Economics, CMBS, Private Equity, Investment Banking, Portfolio Management, Real Estate, Structured Finance

Education
New York University   2001 — 2003
Master of Science (M.S.), Real Estate Finance

University of Virginia   1995 — 1999
Bachelor of Arts (B.A.), Economics and Architectural History

Craig Ingram Craig Ingram Baltimore, Maryland Area Details
Craig Ingram's J.P. Morgan Asset Management Experience September 1999 - Present
Job Vice President at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management  September 1999 - Present
PFPC  1997 - 1999

Skills
Portfolio Management, Investments, Hedge Funds, Fixed Income, Financial Analysis, Investment Management, Mutual Funds, Derivatives

Education
University of Delaware - Lerner College of Business and Economics   1991 — 1996

Donna Bergman Donna Bergman Greater New York City Area Details
Donna Bergman's J.P. Morgan Asset Management Experience 2000 - 2007
Job Asset Manager at DRA Advisors
Industry Real Estate
Experience
dra advisors   May 2007 - November 2009
JP Morgan Asset Management  2000 - 2007

Skills
Real Estate, Asset Managment, Private Equity, Investment Properties, Asset Management, Commercial Real Estate, Finance, Real Estate Economics, Valuation, Due Diligence, Disposition, Real Estate Development, Real Estate Financing, Real Estate Transactions, Investments, Brokerage

Education
New York University   2004 — 2008
Master of Science, Real Estate

Rutgers University-New Brunswick   1992 — 1997
BS, Accounting

Heather A. Litton Heather A. Litton Columbus, Ohio Area Details
Heather A. Litton's J.P. Morgan Asset Management Experience March 2011 - Present
Job Associate UMA Trade Coordinator at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  March 2011 - Present
Huntington National Bank  February 2006 - March 2011
BISYS Fund Services  January 2002 - February 2006
BISYS Fund Services  January 2000 - January 2002

Skills
Mutual Funds, Securities, Banking, Financial Analysis, Investments, Equities, Bloomberg, Asset Managment, Account Reconciliation, Portfolio Management, Cash Management, Financial Risk, Hedge Funds, Alternative Investments, Financial Reporting, Business Analysis, Trading, Financial Services, Wealth Management, Due Diligence, Fixed Income, Asset Management, Fund Accounting, Bonds, Investment Management

Education
Ohio Dominican University
A.S, Business Management2003

Purdue University

Tom Valenza Tom Valenza Greater New York City Area Details
Tom Valenza's J.P. Morgan Asset Management Experience January 1991 - September 2003
Job Executive Director at J.P.Morgan Asset Management
Industry Computer Software
Experience
J.P.Morgan Asset Management   December 2011 - Present
Shearwater Inn   2009 - Present
Prudential Financial Inc.  September 2003 - November 2011
JP Morgan Asset Management  January 1991 - September 2003
CitiBank  December 1987 - January 1991
Arrow Electronics  August 1984 - December 1987

Skills
Equities, Fixed Income, Hedge Funds, Trading Systems, Asset Management, Vendor Management, Role Model, Parenting, Securities, Capital Markets, Financial Services, Investment Management, Mutual Funds, Investment Banking, Asset Allocation, Trading, Investment Strategies, Portfolio Management, Options, FX Options, Bonds, Emerging Markets, Market Data, Private Equity, Financial Markets, Series 7, Risk Management

Education
New York Institute of Technology-Old Westbury   1980 — 1984
Bachelor of Science, Computer Science

Blessed sacrament

Jegan P Rajeswaran Jegan P Rajeswaran Greater New York City Area Details
Jegan P Rajeswaran's J.P. Morgan Asset Management Experience 2006 - 2012
Job Senior Compliance Specialist at Oppenhimer Funds
Industry Financial Services
Experience
Oppenheimer Funds  2014 - Present
Cohen & Steers Capital Management   2012 - 2014
JP Morgan Asset Management  2006 - 2012

Skills
Fixed Income, Investment Banking, Securities, Portfolio Management, Financial Modeling, Investments, Valuation, Mutual Funds, Investment Management, Asset Management, Risk Management

Education
Investment Banking Institute   2006 — 2006

University of Michigan   1999 — 2004
Bachelor of Arts, Economics Minored in American History

Millburn High School

Heidi (Walsh) Delauter Heidi (Walsh) Delauter Baltimore, Maryland Area Details
Heidi (Walsh) Delauter's J.P. Morgan Asset Management Experience May 2010 - Present
Job Executive Director, Defined Contribution Investment Solutions at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  May 2010 - Present
JP Morgan Asset Management  2011 - 2013
T Rowe Price  March 2008 - May 2010
T. Rowe Price  May 1994 - 2010

Skills
Investments, Strategy, Mutual Funds, Series 63, Asset Management, Financial Services, Retirement, Investment Advisory, Wealth Management, Portfolio Management, Equities, Retirement Planning, Investment Strategies

Education
Hood College

University of Maryland - Robert H. Smith School of Business
MBA, Business

Henry Song, CFA Henry Song, CFA Columbus, Ohio Area Details
Henry Song, CFA's J.P. Morgan Asset Management Experience July 2007 - Present
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
JP Morgan Asset Management  July 2007 - Present
JPMorgan Asset Management  July 2005 - June 2007

Skills
Fixed Income, MBS, CMBS, ABS, Portfolio Management, Bloomberg, Asset Management, Asset Allocation, Mutual Funds, Trading, Institutional..., Bonds

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2005
Bachelor of Business Administration (BBA)

Robert Smalley Robert Smalley Greater New York City Area Details
Robert Smalley's J.P. Morgan Asset Management Experience 2009 - 2010
Job Executive Director, UBS Securities LLC
Industry Financial Services
Experience
UBS Securities LLC  June 2010 - Present
JP Morgan Asset Management  2009 - 2010
Cura Capital Management   2006 - 2008
FrontPoint Partners, LLC  2004 - 2006
Clinton Group  2002 - 2004
HSBC  1998 - 2002
Morgan Stanley  1994 - 1998
Lehman Brothers  1991 - 1994
American Express  1989 - 1991
KBW  1986 - 1989

Skills
Credit, Portfolio Management, Security Analysis, Fixed Income Research, Fixed Income, Hedge Funds, CDS, Debt, Relative Value, Buy-side, Financial Institutions, Bonds, Derivatives, Credit Derivatives, Credit Analysis, Financial Analysis, Financial Markets, Capital Structure, Series 7, Fixed Income Analysis, Investments, Capital Markets, Trading, Equities, High Yield, Credit Risk, Investment Banking, Bloomberg, Securities, Equity Derivatives, Financial Risk, Asset Management, Emerging Markets, Banking, Alternative Investments, Options, Structured Products, Asset Allocation, Finance, Structured Finance, Mutual Funds, FX Options, Equity Research, Loans, CDO, Quantitative Analytics, Wealth Management, Hedging, Fund Of Funds, Swaps

Education
Columbia University School of International Affairs   1983 — 1986
Master of International Affairs, International Finance and Banking

Union College   1976 — 1981
Bachelor of Arts, Poli Sci/Econ-- Russian, Chinese Studies

Donald Klein CIMA Donald Klein CIMA Greater Chicago Area Details
Donald Klein CIMA's J.P. Morgan Asset Management Experience March 2010 - Present
Job Vice President at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  March 2010 - Present
Wells Fargo Advantage Funds  February 2006 - December 2009
Nationwide Insurance  January 2001 - February 2006

Skills
Investments, Mutual Funds, Series 7, Sales, Wealth Management, Retirement Planning, Finance, Marketing, Series 63, Asset Management

Education
University of Notre Dame   1983 — 1987

Loyola Academy   1979 — 1983

Peter Rappoport Peter Rappoport Greater New York City Area Details
Peter Rappoport's J.P. Morgan Asset Management Experience May 2011 - April 2013
Job Managing Director, JP Morgan
Industry Banking
Experience
JP Morgan  May 2013 - Present
JP Morgan Asset Management  May 2011 - April 2013
J.P. Morgan   1992 - 2011

Education
University of California, Berkeley   1976 — 1981
Doctor of Philosophy (PhD), Economics

University of Oxford   1973 — 1976

Robert Morena Robert Morena Greater New York City Area Details
Robert Morena's J.P. Morgan Asset Management Experience February 2000 - February 2007
Job Executive Vice President, Pacific Investment Management Company PIMCO
Industry Financial Services
Experience
PIMCO  February 2007 - February 2014
JP Morgan Asset Management  February 2000 - February 2007
Forest Investment Management  February 1997 - February 2000

Skills
Investment Management, Portfolio Management, FINRA, Hedge Funds, Fixed Income, Alternative Investments, Investments, Bloomberg, Securities, Asset Managment, Hedging, Derivatives

Education
Rutgers University-New Brunswick   1977 — 1981
BA, Economics and English

Lorraine Paradiso Lorraine Paradiso Greater New York City Area Details
Lorraine Paradiso's J.P. Morgan Asset Management Experience May 2007 - Present
Job Executive Administrative Assistant at JP Morgan Asset Management
Industry Marketing and Advertising
Experience
JP Morgan Asset Management  May 2007 - Present
Cliff Freeman and Partners  1984 - 2007

Skills
Advertising, Social Media, Integrated Marketing, Marketing Communications, Digital Marketing, Social Media Marketing, Online Advertising, Marketing, Creative Direction, Interactive Marketing, Digital Strategy, Event Planning, Marketing Strategy, Travel Arrangements, Copywriting, Outlook, Expense Management

Education
Kingsborough Community College

Mona Presby Bent Mona Presby Bent Hartford, Connecticut Area Details
Mona Presby Bent's J.P. Morgan Asset Management Experience 1995 - 2002
Job Senior Director, Global Real Estate at TIAACREF
Industry Real Estate
Experience
TIAA-CREF  April 2014 - Present
Henderson Global Investors (NA)   February 2002 - April 2014
JP Morgan Asset Management  1995 - 2002
Deloitte & Touche  September 1992 - June 1995

Education
University of Hartford   1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Accounting

Neha Shilpi Neha Shilpi Greater New York City Area Details
Neha Shilpi's J.P. Morgan Asset Management Experience March 2011 - September 2011
Job Vice President at Confluentia
Industry Capital Markets
Experience
Confluentia  February 2015 - Present
Confluentia  October 2011 - Present
JP Morgan Asset Management  March 2011 - September 2011
SEI  October 2008 - March 2011
Tata Consultancy Services  September 2007 - September 2008
Goldman Sachs  May 2004 - August 2007
DSL Software  February 2004 - April 2004

Skills
Fixed Income, Derivatives, Risk Management, Reference Data, Quality Center, Microsoft Office, Cash Management, Credit Risk, EMIR Reporting, Collateral Management, Dodd-Frank, Wealth Management, Treasury Management, Business Requirement..., Functional Requirements, Logical Data Modeling, Cross Functional flow..., Interactive Flow Diagram, Microsoft SQL Server..., Advanced Excel, Business Objects, RDBMS, Microsoft Visio..., Functional Testing, UAT coordination, Pegasystems PRPC, Counterparty Risk, Credit Ratings, Credit Scoring, Syndicate Loans, Credit Trading..., Fixed Income Products, Accruals, Taxlot Accounting, Client Service..., Bloomberg Software, Attribute Mapping, Asset Control 2.8..., Corporate Actions, Data Analysis, Post Go Live Support, Go Live Support, Fixed Income Settlement..., Drools, Post Implementation..., HTML, XML, FpML, Trading, Business Requirements

Education
ICFAI   2002 — 2004
M.B.A., Finance

Patna University   1998 — 2001
Bachelor of Arts ., Economics

Saint Joseph's School
Xth

Chetan Pabrekar Chetan Pabrekar Greater New York City Area Details
Chetan Pabrekar's J.P. Morgan Asset Management Experience July 2010 - Present
Job Senior Software Engineer at Patni Computer Services
Industry Information Technology and Services
Experience
JP Morgan Asset Management  July 2010 - Present
Patni Computer Services  June 2006 - July 2010

Education
Rizvi College of Engineering   1999 — 2003
BE, ELECTRONICS

University of Mumbai   1999 — 2003
BE, Electronics

shri bhaghubhai mafatlal polytechnic   1995 — 1999
diploma, induatrial electronics

Namdar Gopal Krishna Gokhale

Steve Swierczewski, CFA Steve Swierczewski, CFA Greater Chicago Area Details
Steve Swierczewski, CFA's J.P. Morgan Asset Management Experience November 2010 - August 2012
Job Managing Director Head of Global Client Relationship Team at Mesirow Advanced Strategies
Industry Investment Management
Experience
Mesirow Advanced Strategies  April 2015 - Present
Mesirow Advanced Strategies  August 2012 - March 2015
JP Morgan Asset Management  November 2010 - August 2012
Calamos Investments  February 2008 - November 2010
Calamos Investments  May 2006 - February 2008
Calamos Investments  July 2003 - May 2006
Calamos Investments  August 2002 - July 2003
H&R Block Financial Advisors  January 2000 - August 2002

Education
Northern Illinois University   2002 — 2004
MBA, Finance

University of Illinois at Urbana-Champaign   1995 — 1999
B.S., Finance

Joanna Callinicos Joanna Callinicos New York, New York Details
Joanna Callinicos's J.P. Morgan Asset Management Experience August 2013 - Present
Job Head of Product Development ETFs at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  August 2013 - Present
BlackRock  October 2010 - Present
Barclays Global Investors  1999 - 2008

Skills
Product Management, Mutual Funds, Fixed Income, Equities, Product Marketing, Asset Managment, Product Development, Competitive Analysis, Analytics, Derivatives, Financial Services, Financial Markets, Emerging Markets, Investments, Capital Markets, Global Marketing, Strategic Partnerships, Cross-functional Team...

Education
Sonoma State University   1993 — 1998
Bachelor of Science (B.S.), Business Administration Finance

Michael F. Avis Michael F. Avis New York, New York Details
Michael F. Avis's J.P. Morgan Asset Management Experience January 2011 - Present
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  January 2011 - Present
JP Morgan Asset Management  January 2000 - December 2010
DWS Investments  January 1999 - December 1999
Bank of America  January 1992 - December 1998

Education
Massachusetts College of Liberal Arts   1986 — 1990

Srinivas Kudeti Srinivas Kudeti Greater New York City Area Details
Srinivas Kudeti's J.P. Morgan Asset Management Experience July 2011 - Present
Job Vice President at JP Morgan Asset Management
Industry Information Technology and Services
Experience
JP Morgan Asset Management  July 2011 - Present
GE Asset Management  December 2004 - October 2007
GE Corporate  January 2001 - November 2004

Education
Osmania University   1994 — 1998
Bachelor of Engineering

Tony Gould Tony Gould Greater New York City Area Details
Tony Gould's J.P. Morgan Asset Management Experience August 2011 - Present
Job Managing Director, Global Head, Pension Solutions and Advisory, at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  August 2011 - Present
Barclays Capital  June 2003 - August 2011
Lehman Brothers  2003 - 2008
Franklin Templeton Investments  March 1995 - June 2003

Skills
Risk Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Marketing, Strategy, Hedge Funds, Pensions

Education
London School of Economics and Political Science   1983 — 1986
Economics

Steve Sivillo Steve Sivillo Greater New York City Area Details
Steve Sivillo's J.P. Morgan Asset Management Experience February 2014 - Present
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  February 2014 - Present
HSBC Global Asset Management  July 2010 - February 2014
Managers Investment Group  January 2009 - July 2010
AllianceBernstein  May 2005 - January 2009
Fidelity Investments  2004 - 2005
PFPC  2000 - 2004
Investors Bank & Trust  1999 - 2000
Evergreen Investments, Inc.   1997 - 1999
Furman Selz  December 1994 - January 1997
The Bank of New York  May 1993 - December 1994

Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence

Education
Hofstra University   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

Chaminade High School   1986 — 1989

William Gilmartin William Gilmartin Greater Pittsburgh Area Details
William Gilmartin's J.P. Morgan Asset Management Experience October 2010 - October 2012
Job Wholesaler at Capital Group
Industry Financial Services
Experience
Capital Group  January 2014 - Present
American Funds  December 2012 - December 2013
JP Morgan Asset Management  October 2010 - October 2012
JP Morgan Asset Management  January 2009 - September 2010
J&W Seligman  May 2007 - November 2008
Wachovia Bank  November 2004 - May 2007
UBS Financial Services  January 2003 - November 2004

Skills
Financial Advisory, Separately Managed..., Asset Managment, Securities, Uniform Combined State..., Hedge Funds, Series 24, Equities, Series 6, Asset Management, Fixed Income, Financial Services, 401k, Investment Advisory, Investment Strategies, Investments, Retirement Planning, Investment Management, FINRA, Trading, Retirement, Portfolio Management

Education
Monmouth University   1999 — 2001
Bachelors, Business Finance

Adam Kramer Adam Kramer New York, New York Details
Adam Kramer's J.P. Morgan Asset Management Experience March 2009 - April 2013
Job Global Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2013 - Present
JP Morgan Asset Management  March 2009 - April 2013
Media Derivatives   January 2009 - April 2009
Susquehanna International Group  July 2007 - August 2008
Huber Financial Group   August 2006 - July 2007

Skills
Series 66, Investments, Series 7, Due Diligence, Valuation, Financial Modeling, Asset Managment, Alternative Investments, Bloomberg, Equities, Hedge Funds, Series 63, Financial Analysis, Portfolio Management, Capital Markets, Wealth Management..., Derivatives, Financial Markets, Wealth Management, Equity Research, Fixed Income, Corporate Finance, Investment Banking

Education
University of Illinois at Urbana-Champaign   2002 — 2006
Bachelors, Economics

Kevin Aug Kevin Aug Cincinnati Area Details
Kevin Aug's J.P. Morgan Asset Management Experience June 2010 - Present
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  June 2010 - Present
Summit Investment Partners  October 2003 - February 2011
Calvert Investments  December 2008 - February 2010
Pacholder Associates   June 2001 - June 2002
PPM America  November 1997 - June 2000

Skills
Securities, Due Diligence, High Yield, Asset Based Lending, Fixed Income, Investments, Mutual Funds, Asset Management, Financial Modeling, Valuation, Alternative Investments, Credit Analysis, Credit, Buy-side, Financial Analysis, Bloomberg, Loans

Education
University of Cincinnati   2000 — 2001
MBA, Finance

Miami University   1993 — 1997
BS, Finance and Accounting

Casika Scrubbs Casika Scrubbs Houston, Texas Area Details
Casika Scrubbs's J.P. Morgan Asset Management Experience April 2011 - July 2011
Job Investment Banking Professional
Industry Banking
Experience
JP Morgan Asset Management  April 2011 - July 2011
Deutsche Bank  October 2007 - May 2010
Quantitive Management Associates   2005 - 2007
RK Consulting Bisys Alternative Investments   2004 - 2005
GEMSA Loan Services  2003 - 2003
PEBSCO   1996 - 1998

Skills
Investment Banking, Equities, Derivatives, Risk Management

Education
Keller Graduate School of Management of DeVry University
MBA, Accounting - CPA

University of Houston   2000 — 2003
BBA, Finance

Lindsay Felldin Lindsay Felldin Greater Los Angeles Area Details
Lindsay Felldin's J.P. Morgan Asset Management Experience July 2007 - July 2008
Job Assistant Vice President Marketing, Fundraising & Investor Relations
Industry Financial Services
Experience
Mesa West Capital  January 2011 - Present
Yorkville Advisors   July 2008 - September 2010
Yorkville Advisors, LLC  July 2008 - September 2010
JPMorgan Chase  July 2007 - July 2008
JP MORGAN ASSET MANAGEMENT  July 2007 - July 2008
First Investors Corporation  January 2007 - May 2007
First Investors Corporation  September 2006 - December 2006
URBAN BRANDS INC  June 2006 - August 2006

Skills
Investments, Mutual Funds, Derivatives, Account Reconciliation, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Investment Banking, Portfolio Management, Equities, Series 7

Education
Marist College   2003 — 2007
Bachelors Degree, Finance & Accounting

Marist College   2003 — 2007
Bachelor of Science, Finance and Accounting

Derryl Varghese Derryl Varghese Greater New York City Area Details
Derryl Varghese's J.P. Morgan Asset Management Experience July 2005 - January 2007
Job Sr Programmer Analyst at IEEE
Industry Insurance
Experience
IEEE  September 2014 - Present
Philadelphia Financial Group, Inc / The Hartford   February 2007 - September 2014
JP Morgan Asset Management  July 2005 - January 2007

Skills
Spring, J2EE Application..., Struts, jQuery, Java, Tomcat, Flex, Weblogic, Websphere, JPA, Vignette, JSR 168, Quartz, JavaScript Libraries, Oracle SQL, apache poi, OpenLDAP, Apache Shiro

Education
Stevens Institute of Technology   2008 — 2011
MS, Information Systems

Richard Pagnoni Richard Pagnoni New York, New York Details
Richard Pagnoni's J.P. Morgan Asset Management Experience 2011 - Present
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  2011 - Present
Wilmington Trust  2010 - 2011
Neuberger Berman  2008 - 2010
Lehman Brothers Asset Management  2006 - 2009
Morgan Stanley Investment Management  1999 - 2006

Skills
Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Mutual Funds, Portfolio Management

Education
Philadelphia University   1995 — 1998
BS, Finance

Jeff Stull Jeff Stull Greater Denver Area Details
Jeff Stull's J.P. Morgan Asset Management Experience December 2003 - Present
Job Vice President and Client Advisor, CIMA
Industry Investment Management
Experience
JP Morgan Asset Management  December 2003 - Present
Kimberly-Clark  1997 - 2000

Education
University of Denver - Daniels College of Business   1994 — 1996
MBA

West Chester University of Pennsylvania   1975 — 1979
BS, Business Administration

Bojan Petrovich, CFA Bojan Petrovich, CFA Greater New York City Area Details
Bojan Petrovich, CFA's J.P. Morgan Asset Management Experience November 2010 - Present
Job Quant Trading Strategy at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  November 2010 - Present
UBS Global Asset Management  January 2005 - December 2010
Northern Trust  June 2000 - December 2004

Education
The University of Chicago Booth School of Business   2006 — 2008
MBA, Stats & Econometrics, Analytical Finance

Andrew Maschhoff, CFA Andrew Maschhoff, CFA Greater New York City Area Details
Andrew Maschhoff, CFA's J.P. Morgan Asset Management Experience August 2011 - Present
Job Executive Director Portfolio Manager at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  August 2011 - Present
MetLife  June 2010 - July 2011
State of Missouri  January 2010 - May 2010
Deutsche Asset Management  June 1999 - December 2009

Education
Illinois State University   1996 — 1999
Finance

Salzburg College   1998 — 1998
Study Abroad Program

Truman State University   1994 — 1996

Kimberly LaPointe Kimberly LaPointe Greater New York City Area Details
Kimberly LaPointe's J.P. Morgan Asset Management Experience 1996 - 2005
Job Executive Vice President, Prudential Investments
Industry Financial Services
Experience
Prudential Investments  January 2014 - Present
Prudential Investments  October 2005 - January 2014
JP Morgan Asset Management  1996 - 2005
Dean Witter Reynolds Inc.  1992 - 1996

Skills
Series 7, Mutual Funds, Wealth Management, Asset Management, Investments, Alternative Investments, Equities, Series 63, Relationship Management, Investment Management, Separately Managed...

Education
Ohio Wesleyan University   1998 — 2002
BA, Economics

Daniel Challita Daniel Challita Greater New York City Area Details
Daniel Challita's J.P. Morgan Asset Management Experience January 2012 - June 2013
Job Emerging Markets Trader at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2013 - Present
JP Morgan Asset Management  January 2012 - June 2013
MF Global Inc.  March 2011 - November 2011
MF Global Inc.  June 2009 - February 2011
Santander Investment  June 2008 - September 2008

Education
Queens College   2005 — 2008
BBA, Finance

Queens College
Bachelors, Business Administration

Fred Sabetta Fred Sabetta Cincinnati Area Details
Fred Sabetta's J.P. Morgan Asset Management Experience 2003 - Present
Job MD at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Asset Management  May 2012 - Present
JP Morgan Asset Management  2003 - Present
JPMorgan Asset Management  November 2003 - April 2012
Zurich Scudder Kemper   1998 - 2003
Scudder Kemper Investments  1997 - 2003
Zurich Scudder Investments  1997 - 2002
Travelers Insurance Co  1983 - 1993
The Travelers Companies  1983 - 1993
Travelers Group/Citigroup/Travelers Life   1983 - 1993
Travelers  1983 - 1993

Education
Providence College   1966 — 1970
BS, Account

David Stidsen David Stidsen Greater Boston Area Details
David Stidsen's J.P. Morgan Asset Management Experience June 2009 - September 2010
Job Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2010 - Present
JP Morgan Asset Management  June 2009 - September 2010
Fidelity Investments  May 1994 - December 2008

Skills
Financial Services, Securities, Product Management, Mutual Funds, Investments, Product Marketing, Unified Managed Accounts, Separately Managed..., Asset Management, Competitive Analysis

Education
University of Rochester - Simon Business School   2001 — 2003

Hobart and William Smith Colleges

Lawrence Academy

Giri Devulapally Giri Devulapally Greater New York City Area Details
Giri Devulapally's J.P. Morgan Asset Management Experience 2003 - Present
Job Managing Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Asset Management  2003 - Present
T. Rowe Price  September 1997 - June 2003
Andersen Consulting  August 1992 - August 1995
Bell Laboratories  July 1989 - June 1992

Skills
Equities, Hedge Funds, Portfolio Management, Mutual Funds, Alternative Investments, Capital Markets, Equity Research, Fixed Income, Asset Management, Bloomberg, Valuation, Investment Banking, Investments, Securities, Financial Modeling, Asset Allocation, Series 7

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance

University of Illinois at Urbana-Champaign   1985 — 1989
B.S., Electrical Engineering

Steven Wharton Steven Wharton Greater New York City Area Details
Steven Wharton's J.P. Morgan Asset Management Experience March 2006 - Present
Job Managing Director at JP Morgan Asset Management
Industry Capital Markets
Experience
JP Morgan Asset Management  March 2006 - Present
Morgan Stanley Investment Management  2004 - 2006
Loomis Sayles  1998 - 2004
Ohio Public Employees Retirement System  January 1996 - October 1998

Skills
Equities, Capital Markets, Securities, Mutual Funds, Banking

Education
Miami University   1993 — 1995
MBA, Finance

Ohio University   1989 — 1993
BBA, Economics

Jason DeSena, CFA Jason DeSena, CFA New York, New York Details
Jason DeSena, CFA's J.P. Morgan Asset Management Experience April 2011 - Present
Job Product Specialist at J.P. Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  April 2011 - Present
Mercer Investment Consulting  June 2009 - April 2011
Merrill Lynch  June 2008 - August 2008
Ernst & Young  May 2007 - June 2007

Education
Lehigh University   2005 — 2009
BS, Finance

Edward McKeown Edward McKeown San Francisco Bay Area Details
Edward McKeown's J.P. Morgan Asset Management Experience July 2010 - Present
Job Vice President, JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  July 2010 - Present
City National Bank  November 2007 - June 2010
U.S. Bank   March 2004 - November 2006

Skills
Financial Planning, 401k, Retirement, Wealth Management, Series 7, Employee Benefits, Investments, Mutual Funds, Asset Management, Global Custody, Pensions, Investment Management, Financial Services, Retirement Planning, Relationship Management, Asset Allocation, Series 63, Alternative Investments

Education
University of La Verne
B.S., Business Administration

Andrew Ruffo Andrew Ruffo Greater New York City Area Details
Andrew Ruffo's J.P. Morgan Asset Management Experience August 2012 - Present
Job Executive Director JP Morgan Global Real Assets
Industry Commercial Real Estate
Experience
JP Morgan Asset Management  August 2012 - Present
Huron Consulting Group  February 2010 - August 2012
Urban Residential  November 2003 - February 2010
Heritage Realty Advisors   May 2003 - November 2003

Skills
Certified Insolvency..., Due Diligence, Disposition, Asset Managment, Underwriting, Appraisals, Sourcing, Valuation, Financial Modeling, Real Estate, Financial Analysis, Debt Restructuring, Investments, Real Estate Development, Acquisitions, Portfolio Management, Structured Finance, Asset Management

Education
Union College   1998 — 2002
BA

Dennis Keyes Dennis Keyes Princeton, New Jersey Details
Dennis Keyes's J.P. Morgan Asset Management Experience March 1998 - April 2009
Job Vice President Portfolio Management Chambers Street Properties
Industry Real Estate
Experience
Chambers Street Properties   January 2011 - Present
JP Morgan Asset Management  March 1998 - April 2009
O'Connor Realty   January 1992 - March 1998
Edward S. Gordon Company  October 1990 - January 1992
First Winthrop Corporation  January 1987 - October 1990
RY Management  September 1984 - January 1987
DeSantis, Prinzi   January 1981 - September 1984

Skills
Asset Management, Due Diligence, Valuation, Dispositions, Finance, Investments, Portfolio Management, Real Estate Transactions, Financial Analysis, Commercial Real Estate, Real Estate, Acquisitions, Financial Modeling, Real Estate Economics

Education
Pace University - Lubin School of Business   1980 — 1983
BBA, Accounting - Finance - IS

Andrew Guest Andrew Guest Cincinnati Area Details
Andrew Guest's J.P. Morgan Asset Management Experience July 2003 - Present
Job Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  July 2003 - Present
GE Capital  July 1999 - June 2003

Skills
Managerial Finance, Finance, Investments, Capital Markets, High Yield, Financial Modeling, Portfolio Management, Asset Management, Valuation, Corporate Finance

Education
Indiana University Bloomington   1995 — 1999
BS, Economics

Bob Ruhm Bob Ruhm Greater Denver Area Details
Bob Ruhm's J.P. Morgan Asset Management Experience 2004 - 2006
Job Senior Business Developer at Tucker Advisors
Industry Financial Services
Experience
Tucker Advisors  November 2008 - Present
Accessor Capital Management  2006 - 2007
JP Morgan Asset Management  2004 - 2006
Bank One Investment Advisors  2001 - 2005
Seligman  1993 - 1997
Eaton Vance  1987 - 1991

Skills
Mutual Funds, Series 7, Asset Management, Investments, New Business Development, Insurance and Annuities, Alternative Investments, Asset Managment, Fixed Annuities, Strategic Financial..., Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Investment Advisory, Asset Allocation, Investment Strategies, Financial Planning, Wealth Management, Financial Services, 401k

Education
University of New Hampshire
BA, Economics

Brett Walitt Brett Walitt Greater New York City Area Details
Brett Walitt's J.P. Morgan Asset Management Experience October 2012 - November 2014
Job Senior auditor IIVP at Bank of America
Industry Investment Management
Experience
Bank of America  November 2014 - Present
J.P. Morgan Asset Management   October 2012 - November 2014
JP Morgan Asset Management  January 2010 - January 2013
JP Morgan Chase  July 2005 - February 2010
JP Morgan Chase  2005 - 2009
Seligman Data Corp.  2000 - 2004
Dreyfus  June 1998 - January 2000

Skills
Certified Public..., Internal Controls, Finance, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Management, Sarbanes-Oxley Act, Cash Management, Hedge Funds, Operations Management, Due Diligence, Financial Services, Budgets, Forecasting, Corporate Finance, Mergers & Acquisitions, PeopleSoft, Private Equity, Treasury Management, CPA, Mutual Funds, Risk Management, Investments, Banking, Auditing, Series 7, Financial Accounting, Series 63, Trading, Training, 401k, Investment Management, Insurance, Payments, Relationship Management, Business Process, US GAAP

Education
City University of New York-Queens College   2007 — 2008
Accounting

Hofstra University   2000 — 2004
MBA, Finance

State University of New York at Albany   1994 — 1998
BA, Psychology

Irina Mikheeva Irina Mikheeva Greater New York City Area Details
Irina Mikheeva's J.P. Morgan Asset Management Experience September 2008 - Present
Job Vice President at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  September 2008 - Present
Bear Stearns Asset Management  May 2004 - September 2008

Education
Institute of the U.S. and Canada Studies of the Academy of Sciences of the Russian Federation
MBA, Political Sciences

Lomonosov Moscow State University (MSU)
BA, Philology

Andrew Gibson, CFA Andrew Gibson, CFA United States Details
Andrew Gibson, CFA's J.P. Morgan Asset Management Experience 1995 - 2004
Job Senior Research Analyst at Gari Family Office
Industry Investment Management
Experience
Gari Family Office   December 2012 - Present
Bank of New York Mellon  October 2004 - December 2012
JP Morgan Asset Management  1995 - 2004

Skills
Equity Research Analysis, Quantitative Investment..., Stock Picking

Education
University of Dayton
Master of Business Administration (M.B.A.)

Penn State University
Bachelor of Science (B.S.), Finance

Chartered Financial Analyst charter holder

Yunjian Li Yunjian Li Greater New York City Area Details
Yunjian Li's J.P. Morgan Asset Management Experience July 2011 - Present
Job Quantitative Equity Analyst at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management  July 2011 - Present
Northeast Securities Co., Ltd   November 2008 - June 2009

Skills
Stata, Matlab, Excel, Quantitative Analytics, Quantitative Finance, Statistical Modeling, Portfolio Optimization, Financial Modeling, Microsoft Excel, Valuation, Equities

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2011
Master, Quantitative Finance

Shanghai Institute of Foreign Trade   2005 — 2009
Bachelor of Economics, Financial Engineering

david Fucio david Fucio Greater New York City Area Details
david Fucio's J.P. Morgan Asset Management Experience 1986 - Present
Job muni bond analyst at JPM Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  1986 - Present

Skills
Securities, Fixed Income, Derivatives, Bonds, Alternative Investments, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Equities, Managerial Finance, Asset Management

Education
Pace University - Lubin School of Business   1982 — 1986
MBA, Economics

Rutgers University-New Brunswick   1975 — 1979
BS, Economics

Phil Scioli Phil Scioli Houston, Texas Area Details
Phil Scioli's J.P. Morgan Asset Management Experience January 2004 - September 2008
Job Vice President, Regional Sales Coordinator at Prudential Investments
Industry Financial Services
Experience
Prudential Investments  October 2008 - Present
JP Morgan Asset Management  January 2004 - September 2008
Lord Abbett  August 2000 - December 2003

Education
St. Lawrence University   1996 — 2000
BA, Economics

Timothy Finnegan Timothy Finnegan Greater New York City Area Details
Timothy Finnegan's J.P. Morgan Asset Management Experience 2014 - 2015
Job Risk Management/Branch Supervision/Compliance Executive
Industry Financial Services
Experience
JP Morgan Asset Management  2014 - 2015
JP Morgan Global Wealth Management   2013 - 2014
JP Morgan Securities  1998 - 2014
Donaldson Lufkin & Jenrette  September 1994 - May 1998
Glickenhaus & Co.   March 1993 - May 1994

Skills
Securities, Series 7, Equities, Financial Risk, Hedge Funds, Spanish, Risk Management, Capital Markets, Portfolio Management, Investment Management, Fixed Income, Banking, Management, Options, Private Banking, Leadership, Analysis, Wealth Management, Branch Supervision, Compliance

Education
Muhlenberg College   1984 — 1988
BA, Communications/Economics

Mark McKeever Mark McKeever Greater Philadelphia Area Details
Mark McKeever's J.P. Morgan Asset Management Experience December 1995 - November 1999
Job Director at KPMG Advisory
Industry Management Consulting
Experience
KPMG LLP  June 2009 - Present
QED Financial Systems, Inc.   2006 - 2009
US Securities and Exchange Commission  2003 - 2006
PFPC  1999 - 2003
JP Morgan Asset Management  December 1995 - November 1999

Skills
Hedge Funds, Alternative Investments, Securities, Mutual Funds, Portfolio Management, Internal Controls, Private Equity, Due Diligence, Asset Management, Investments, Risk Assessment, Fund Administration, Fund Of Funds, Back Office, Regulatory Affairs, Financial Services, AML, Capital Markets, Investment Management, Fund Accounting, Enterprise Risk..., Investment Advisory, Wealth Management

Education
Temple University
BS, Accounting

Villanova University
BA, Communication Arts

Widener University
MS, Taxation and Finance

Doris Grillo Doris Grillo Greater New York City Area Details
Doris Grillo's J.P. Morgan Asset Management Experience 2001 - Present
Job Executive Director, Portfolio Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  December 2001 - Present
JP Morgan Asset Management  2001 - Present

Skills
Fixed Income, Equities, Portfolio Management, Hedge Funds, Derivatives

Education
Pace University - Lubin School of Business
Finance, General

Joseph Carfagno Joseph Carfagno Greater New York City Area Details
Joseph Carfagno's J.P. Morgan Asset Management Experience November 2010 - November 2012
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   November 2012 - Present
JP Morgan Asset Management  November 2010 - November 2012
Comcast Corporation  May 2010 - November 2010
Great Oak Lending Partners  January 2010 - May 2010
Wegmans  June 2006 - May 2010

Skills
Investments

Education
Loyola College in Maryland   2006 — 2010
Bachelor of Business Administration, Finance

Laura Mittler Laura Mittler Chicago, Illinois Details
Laura Mittler's J.P. Morgan Asset Management Experience October 2011 - November 2013
Job Sr. Consultant, Investor Services at Northern Trust Hedge Fund Services
Industry Banking
Experience
Northern Trust Hedge Fund Services  November 2013 - Present
Illinois Science Council   September 2012 - Present
JP Morgan Asset Management  October 2011 - November 2013
JPMorgan Chase  October 2009 - October 2011
Sharp Electronics Corporation  2007 - 2009

Skills
Sales, Financial Modeling, Investments, Account Management, Customer Service, Finance, Banking, Marketing, Microsoft Excel, Relationship Management

Education
Purdue University - Krannert School of Management   2003 — 2007
B.S., Management, Finance

Hayley Jones Hayley Jones Chicago, Illinois Details
Hayley Jones's J.P. Morgan Asset Management Experience September 2011 - October 2012
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture  April 2015 - Present
Accenture  July 2014 - Present
James A. Baker III Institute for Public Policy - Rice University  March 2011 - May 2014
Accenture  June 2013 - August 2013
JP Morgan Asset Management  September 2011 - October 2012
ACLU  September 2011 - November 2011
Lillie Schechter Consulting   January 2011 - May 2011
Red Robin  April 2009 - August 2010
Illinois State Representative Kay Hatcher's Office   September 2009 - January 2010
United City of Yorkville  September 2009 - January 2010

Skills
Spanish (proficient), Microsoft Office Suite, Highly Adaptable, Political Science, Spanish, Administration, Budgeting, Event Management, Economics, Microsoft Office, Budgets, Stata, Data Analysis, Nonprofits

Education
Rice University   2010 — 2014
BA, Political Science and Economics

Ashley Lamm, CPA Ashley Lamm, CPA Greater New York City Area Details
Ashley Lamm, CPA's J.P. Morgan Asset Management Experience 2011 - Present
Job Vice President at JPMorgan
Industry Accounting
Experience
JP Morgan Asset Management  2011 - Present

Education
Rutgers University-New Brunswick   2008 — 2008
Masters in Financial Accountancy

University of Maryland, College Park   2004 — 2008
BS, Accounting

Gregory D. Houser, CFA, CAIA Gregory D. Houser, CFA, CAIA Cincinnati Area Details
Gregory D. Houser, CFA, CAIA's J.P. Morgan Asset Management Experience 1998 - 2008
Job Senior Vice President, Capital Markets at Fund Evaluation Group
Industry Financial Services
Experience
Fund Evaluation Group  March 2008 - Present
JP Morgan Asset Management  1998 - 2008

Skills
Alternative Investments, Asset Management, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Equities, Bloomberg

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1996 — 1998
MBA, Finance

Miami University   1990 — 1994
Bachelors, Finance, General Business

Giuseppe Grammatico Giuseppe Grammatico Greater New York City Area Details
Giuseppe Grammatico's J.P. Morgan Asset Management Experience January 2004 - February 2007
Job President, Grammatico Enterprises Inc.
Industry Facilities Services
Experience
Grammatico Ent   February 2007 - Present
JP Morgan Asset Management  January 2004 - February 2007

Skills
Team Building, New Business Development, Franchising, Sales, Contract Negotiation, Selling, Franchise Consulting, Small Business, Customer Service, Entrepreneurship, Operations Management, Marketing, Training, Start-ups, Sales Process, Sales Operations, Business Planning, Account Management, Key Account Management, Business Valuation, Executive Management, Mergers, Business, Income Statement, Property Management, Mergers & Acquisitions, Franchise development, Franchise Sales, Master Franchising, FDD, Coaching, Sales Management, Direct Sales, Salesforce.com, Franchise Agreements, Investments, Negotiation

Education
Rider University
MBA, Entrepreneurship/Entrepreneurial Studies

Kyohyuk Lee Kyohyuk Lee Bloomington, Indiana Area Details
Kyohyuk Lee's J.P. Morgan Asset Management Experience May 2010 - July 2010
Job Student at Indiana University Bloomington
Industry Banking
Experience
JP Morgan Asset Management  May 2010 - July 2010

Education
Indiana University Bloomington   2006 — 2012

Dan Lichtenberger Dan Lichtenberger Greater Philadelphia Area Details
Dan Lichtenberger's J.P. Morgan Asset Management Experience February 2004 - Present
Job Vice President
Industry Financial Services
Experience
JP Morgan  September 2010 - Present
JP Morgan Asset Management  February 2004 - Present

Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Risk Management, Banking, Derivatives, Financial Services, Investments, Mutual Funds, Series 7, Credit, Hedge Funds, Securities, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Vendor Management

Education
Kutztown University of Pennsylvania   2000 — 2003
Bachelor's degree, Finance, General

Marc Pierguidi Marc Pierguidi Greater Los Angeles Area Details
Marc Pierguidi's J.P. Morgan Asset Management Experience October 2003 - February 2006
Job Controller at Dansk Investment Group, Inc.
Industry Real Estate
Experience
Dansk Investment Group, Inc.   February 2012 - Present
The CIM Group  March 2008 - February 2012
ING Clarion  February 2006 - March 2008
JP Morgan Asset Management  October 2003 - February 2006
New Plan Excel Realty Trust  July 2002 - October 2003
Arthur Andersen LLP  September 2000 - February 2002

Skills
Accounting, Due Diligence, Financial Reporting, Portfolio Management, Real Estate

Education
Siena College   1996 — 2000
Bachelor's

Christopher Tillson Christopher Tillson Greater Denver Area Details
Christopher Tillson's J.P. Morgan Asset Management Experience November 2011 - Present
Job Retirement Education Specialist at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  November 2011 - Present
Home Real Estate  November 2004 - Present
US Bank  October 2007 - April 2011
Rocky Mountain Lending Consultants   January 2001 - October 2007

Skills
Contract Negotiation, Sales, Training, Mortgage Lending, Management, Sellers

Education
American Real Estate College
Real Estate

Kaplan University
Securities Licensing Series 6

Delia Luna Delia Luna Greater Milwaukee Area Details
Delia Luna's J.P. Morgan Asset Management Experience 2010 - 2011
Job Owner at 9Round Kickboxing Fitness
Industry Health, Wellness and Fitness
Experience
9Round Kickboxing Fitness  September 2013 - Present
J.P. Morgan Chase Bank, N.A.   2012 - July 2014
JP Morgan Asset Management  2010 - 2011
JP Morgan Asset Management  2009 - 2010
Chase Home Lending  2005 - 2009

Skills
Investments, Loans, Banking, Credit, Private Banking, Customer Service, Series 63, Finance, Sales, Series 7

Education
Marquette University   2000 — 2004
BA, Advertising

Kristina Krsteva Kristina Krsteva Greater New York City Area Details
Kristina Krsteva's J.P. Morgan Asset Management Experience July 2008 - May 2009
Job Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  February 2015 - Present
Goldman Sachs  May 2013 - August 2013
Cohen Capital Group, LLC  September 2009 - May 2010
JP Morgan Asset Management  July 2008 - May 2009
Bear Stearns Asset Management  August 2007 - June 2008

Skills
Bloomberg, R, Quantitative Finance, Mathematical Modeling, Financial Engineering, Statistical Modeling, Time Series Analysis, Quantitative Analytics, Derivatives, Microsoft Office, Data Analysis, Stochastic Processes, Finance, Financial Modeling, Mathematics Education, Statistics, Mathematics, Microsoft Excel

Education
Stevens Institute of Technology   2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics

Virginia Episcopal School

Bobbie Walker Bobbie Walker Greenwich, Connecticut Details
Bobbie Walker's J.P. Morgan Asset Management Experience September 1993 - December 1996
Job United Way, Neighbor to Neighbor, and RCDS Volunteer
Industry
Experience
United Way Reading Champions   September 2011 - Present
Rye Country Day School  September 2011 - Present
Neighbor to Neighbor  September 2005 - Present
Greenwich Public Schools  September 2002 - May 2011
JP Morgan Asset Management  September 1993 - December 1996
J.P. Morgan   September 1989 - September 1993
Arthur Anderson Consulting  September 1985 - July 1987

Skills
Strategic Planning, Customer Service, Negotiation, Budgets, PowerPoint, Outlook

Education
Columbia University   1987 — 1989
MBA, International Business and Finance

University of North Carolina at Chapel Hill   1981 — 1985
BS, Business Administration

Joseph Cicero Joseph Cicero New York, New York Details
Joseph Cicero's J.P. Morgan Asset Management Experience August 2014 - Present
Job Executive Director JP Morgan Asset Management
Industry Real Estate
Experience
JP Morgan Asset Management  August 2014 - Present
Wells Fargo Securities  February 2010 - August 2014

Education
The University of Chicago Booth School of Business

Renee Pattenaude Renee Pattenaude Greater Detroit Area Details
Renee Pattenaude's J.P. Morgan Asset Management Experience April 1990 - July 2012
Job Human Resources Coordinator at Covisint
Industry Financial Services
Experience
Covisint  May 2014 - Present
Compuware  November 2012 - Present
JP Morgan Asset Management  April 1990 - July 2012
JPMorgan Chase  January 1990 - July 2012
NBD Bank  January 1994 - January 2000
NBD Bank  January 1992 - January 1994

Skills
Bloomberg, Series 7, Administrative..., Outlook, Securities, Equities, Asset Managment, Mutual Funds, Managing Accounts, Spreadsheets, Microsoft Excel, Series 63, Credit, Fixed Income, Investments

Education
Henry Ford Community College   1987 — 1988

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