Jurika & Voyles
Industry: Company
DescriptionFounded: 1983 Parent organization: Natixis Investment Managers, L.P.
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Jurika & Voyles Employees
Employee
Years
Job
Industry
Josh Berg Josh Berg's Jurika & Voyles Experience July 1996 - June 1999
Job Managing Partner, Berg Capital Markets, LLC
Industry Financial Services
Experience
Berg Capital Markets, LLC December 2012 - Present
The Channel Checkers August 2012 - March 2013
Leerink Partners, LLC June 2009 - August 2012
Pacific Growth Equities 2005 - 2009
Wells Fargo Securities 2003 - 2005
Regale, Inc. August 2002 - 2003
FTI Consulting Strategic Communications/Morgan Walke January 2001 - August 2002
LHA (Lippert/Heilshorn & Associates) June 1999 - January 2001
Jurika & Voyles July 1996 - June 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Portfolio Management, Investor Relations, Asset Managment, Business Development, Asset Management, Financial Analysis, Entrepreneurship, Finance, Venture Capital, Valuation, Financial Modeling, Options, Due Diligence, Equity Capital Markets, Strategy, Trading, Securities, Investment Management, Mutual Funds, Emerging Markets, Equity Trading, Series 7, Alternative Investments, Corporate Finance, Private Equity, Business Strategy, Bloomberg, Funding, Equity Valuation, Biotechnology, Specialty Pharmaceutical, Strategic Planning, Corporate Development, Start-ups, Critical Thinking, Tenacious Work Ethic
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Economics
Berg Capital Markets, LLC December 2012 - Present
The Channel Checkers August 2012 - March 2013
Leerink Partners, LLC June 2009 - August 2012
Pacific Growth Equities 2005 - 2009
Wells Fargo Securities 2003 - 2005
Regale, Inc. August 2002 - 2003
FTI Consulting Strategic Communications/Morgan Walke January 2001 - August 2002
LHA (Lippert/Heilshorn & Associates) June 1999 - January 2001
Jurika & Voyles July 1996 - June 1999
Skills
Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Equity Research, Mergers & Acquisitions, Portfolio Management, Investor Relations, Asset Managment, Business Development, Asset Management, Financial Analysis, Entrepreneurship, Finance, Venture Capital, Valuation, Financial Modeling, Options, Due Diligence, Equity Capital Markets, Strategy, Trading, Securities, Investment Management, Mutual Funds, Emerging Markets, Equity Trading, Series 7, Alternative Investments, Corporate Finance, Private Equity, Business Strategy, Bloomberg, Funding, Equity Valuation, Biotechnology, Specialty Pharmaceutical, Strategic Planning, Corporate Development, Start-ups, Critical Thinking, Tenacious Work Ethic
Education
University of California, Santa Cruz 1992 — 1996
Bachelor of Arts (BA), Economics
Chris Bittman Chris Bittman's Jurika & Voyles Experience 1991 - 2003
Job Partner at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners 2009 - Present
Colorado Public Television - CPT12 January 2008 - January 2015
University of Colorado Foundation 2004 - 2009
Jurika & Voyles 1991 - 2003
Merrill Lynch 1988 - 1991
Sigma Phi Epsilon 1985 - 1988
Skills
Hedge Funds, Endowments, Asset Allocation, Investments, Alternative Investments, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Due Diligence, Investment Strategies, Capital Markets, Financial Analysis, Venture Capital, Outsourced Chief..., Financial Services, Mutual Funds, Asset Management, Securities, Emerging Markets, Investment Management, Investment Advisory, Valuation, Investment Banking, Fund Of Funds, Wealth Management, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Financial Markets, Corporate Development, Funding, Mergers & Acquisitions, Financial Structuring, Investor Relations
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science (B.S.)
Cherry Creek High School
Cherry Creek High School
Cherry Creek High School
Perella Weinberg Partners 2009 - Present
Colorado Public Television - CPT12 January 2008 - January 2015
University of Colorado Foundation 2004 - 2009
Jurika & Voyles 1991 - 2003
Merrill Lynch 1988 - 1991
Sigma Phi Epsilon 1985 - 1988
Skills
Hedge Funds, Endowments, Asset Allocation, Investments, Alternative Investments, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Due Diligence, Investment Strategies, Capital Markets, Financial Analysis, Venture Capital, Outsourced Chief..., Financial Services, Mutual Funds, Asset Management, Securities, Emerging Markets, Investment Management, Investment Advisory, Valuation, Investment Banking, Fund Of Funds, Wealth Management, Financial Modeling, Derivatives, Equity Research, Corporate Finance, Financial Markets, Corporate Development, Funding, Mergers & Acquisitions, Financial Structuring, Investor Relations
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science (B.S.)
Cherry Creek High School
Cherry Creek High School
Cherry Creek High School
Jane Hecht Jane Hecht's Jurika & Voyles Experience July 1996 - February 2003
Job CCO and Operations Manager at Pugh Capital Management, Inc.
Industry Investment Management
Experience
Pugh Capital Management, Inc. March 2014 - Present
Pugh Capital Management, Inc. May 2012 - Present
D.S. Kennedy & Co. November 2011 - April 2012
Hoover Investment Management 2003 - April 2011
Jurika & Voyles July 1996 - February 2003
Bailard, Inc. 1994 - 1996
Brown Brothers Harriman August 1990 - July 1992
Education
Boston University 1992 — 1994
MBA
St. Olaf College 1984 — 1988
BA, Economics, French
Pugh Capital Management, Inc. March 2014 - Present
Pugh Capital Management, Inc. May 2012 - Present
D.S. Kennedy & Co. November 2011 - April 2012
Hoover Investment Management 2003 - April 2011
Jurika & Voyles July 1996 - February 2003
Bailard, Inc. 1994 - 1996
Brown Brothers Harriman August 1990 - July 1992
Education
Boston University 1992 — 1994
MBA
St. Olaf College 1984 — 1988
BA, Economics, French
Keith Hearle Keith Hearle's Jurika & Voyles Experience 1997 - 1999
Job President at Verite Healthcare Consulting, LLC
Industry Hospital & Health Care
Experience
Neighborhood Health January 2014 - Present
Verite Healthcare Consulting, LLC May 2006 - Present
The Lewin Group 1999 - 2006
Jurika & Voyles 1997 - 1999
San Francisco Department of Public Health 1995 - 1997
The Lewin Group 1988 - 1995
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Finance
Davidson College 1978 — 1982
AB, Economics
Neighborhood Health January 2014 - Present
Verite Healthcare Consulting, LLC May 2006 - Present
The Lewin Group 1999 - 2006
Jurika & Voyles 1997 - 1999
San Francisco Department of Public Health 1995 - 1997
The Lewin Group 1988 - 1995
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1984
MBA, Finance
Davidson College 1978 — 1982
AB, Economics
Troy Dayton, CFA Troy Dayton, CFA's Jurika & Voyles Experience July 2001 - May 2002
Job CoDirector of Value Research / Portfolio Manager / Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments May 2002 - Present
Jurika & Voyles July 2001 - May 2002
Dresdner RCM Global Investors November 1998 - July 2001
Jurika & Voyles July 1996 - November 1998
Citibank 1996 - 1996
Skills
Investment Management, Equity Research, Investments, Portfolio Management, Equities, Equity Valuation, Financial Modeling, Valuation, Investment Strategies, Capital Markets, Mutual Funds, Asset Management, Financial Analysis, Client Services, Product Marketing, Marketing
Education
Colorado State University 1992 — 1995
Bachelor's Degree, Finance
Denver Investments May 2002 - Present
Jurika & Voyles July 2001 - May 2002
Dresdner RCM Global Investors November 1998 - July 2001
Jurika & Voyles July 1996 - November 1998
Citibank 1996 - 1996
Skills
Investment Management, Equity Research, Investments, Portfolio Management, Equities, Equity Valuation, Financial Modeling, Valuation, Investment Strategies, Capital Markets, Mutual Funds, Asset Management, Financial Analysis, Client Services, Product Marketing, Marketing
Education
Colorado State University 1992 — 1995
Bachelor's Degree, Finance
Joseph Langella, Jr. Joseph Langella, Jr.'s Jurika & Voyles Experience November 1994 - March 2004
Job Director, Managed Accounts
Industry Investment Management
Experience
Logan Capital Management, Inc. April 2015 - Present
Philadelphia International Advisors April 2004 - April 2015
Jurika & Voyles November 1994 - March 2004
Boston Scientific August 1990 - October 1994
Sigma Phi Epsilon January 1986 - July 1990
Procter & Gamble July 1984 - December 1985
Skills
Investments, Investment Management, Equities, Sales, Asset Management, Microsoft Office, Strategic Planning, Business Development, Mutual Funds
Education
University of Connecticut 1979 — 1983
BS, Environmental Horticulture
University of Connecticut, Storrs, CT 1979 — 1983
Bachelor of Science (B.S.)
Logan Capital Management, Inc. April 2015 - Present
Philadelphia International Advisors April 2004 - April 2015
Jurika & Voyles November 1994 - March 2004
Boston Scientific August 1990 - October 1994
Sigma Phi Epsilon January 1986 - July 1990
Procter & Gamble July 1984 - December 1985
Skills
Investments, Investment Management, Equities, Sales, Asset Management, Microsoft Office, Strategic Planning, Business Development, Mutual Funds
Education
University of Connecticut 1979 — 1983
BS, Environmental Horticulture
University of Connecticut, Storrs, CT 1979 — 1983
Bachelor of Science (B.S.)
Michael Saliba Michael Saliba's Jurika & Voyles Experience November 1995 - July 1998
Job Marketing Director at Baillie Gifford
Industry Investment Management
Experience
Baillie Gifford August 2015 - Present
BlackRock July 1998 - July 2015
Jurika & Voyles November 1995 - July 1998
AMR Investment Services August 1995 - October 1996
Federated Investors, Inc. 1992 - 1995
Skills
Series 6, Series 7, Series 63, Series 24, Business Strategy, Product Development, ETFs, Defined Contribution, Retirement, Insurance, Subadvisory, Asset Management, Relationship Management, Solution Selling, Mutual Funds, Board of Directors, Board Relations
Education
University of Pittsburgh 1987 — 1991
Bachelor's Degree, Economics and Political Science
Baillie Gifford August 2015 - Present
BlackRock July 1998 - July 2015
Jurika & Voyles November 1995 - July 1998
AMR Investment Services August 1995 - October 1996
Federated Investors, Inc. 1992 - 1995
Skills
Series 6, Series 7, Series 63, Series 24, Business Strategy, Product Development, ETFs, Defined Contribution, Retirement, Insurance, Subadvisory, Asset Management, Relationship Management, Solution Selling, Mutual Funds, Board of Directors, Board Relations
Education
University of Pittsburgh 1987 — 1991
Bachelor's Degree, Economics and Political Science
Elliot Beraha Elliot Beraha's Jurika & Voyles Experience 1993 - 1997
Job IT Site Manager at Ametek, Inc
Industry Computer Software
Experience
AMETEK 1999 - Present
Jurika & Voyles 1993 - 1997
Skills
Troubleshooting, Integration, Project Management, Engineering, Manufacturing, Process Improvement, Desktop Application..., Windows Server, MCSE, Automation, Software Documentation, Product Management, Cross-functional Team...
Education
California State University-Hayward - School of Business and Economics
MBA
University of California, Berkeley
AB, Psychology
AMETEK 1999 - Present
Jurika & Voyles 1993 - 1997
Skills
Troubleshooting, Integration, Project Management, Engineering, Manufacturing, Process Improvement, Desktop Application..., Windows Server, MCSE, Automation, Software Documentation, Product Management, Cross-functional Team...
Education
California State University-Hayward - School of Business and Economics
MBA
University of California, Berkeley
AB, Psychology
Mikel Keifer's Jurika & Voyles Experience 1998 - 2001
Job VP and Owner of Jurika, Mills & Keifer LLC
Industry Financial Services
Experience
Jurika, Mills & Keifer LLC 2001 - Present
jurika & voyles 1998 - 2001
nvest 1996 - 1998
Education
Northeastern University 1995 — 1997
Business Administration with Concentrations in Finance and Accounting, Summa Cum Laude
California State University-Fullerton 1993 — 1994
Business - Finance and Accounting
Jurika, Mills & Keifer LLC 2001 - Present
jurika & voyles 1998 - 2001
nvest 1996 - 1998
Education
Northeastern University 1995 — 1997
Business Administration with Concentrations in Finance and Accounting, Summa Cum Laude
California State University-Fullerton 1993 — 1994
Business - Finance and Accounting
Trey Heiskell's Jurika & Voyles Experience September 1996 - May 1999
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors May 1999 - December 2009
Jurika & Voyles September 1996 - May 1999
Pacific Stock Exchange January 1996 - September 1996
Skills
CRM, Mutual Funds, Management, Competitive Analysis, Institutional..., Marketing, Options, Pension Funds, Client Services, Alternative Investments
Education
United States Naval Academy 1987 — 1991
Bachelor of Science (BS), Political Science
BlackRock December 2009 - Present
Barclays Global Investors May 1999 - December 2009
Jurika & Voyles September 1996 - May 1999
Pacific Stock Exchange January 1996 - September 1996
Skills
CRM, Mutual Funds, Management, Competitive Analysis, Institutional..., Marketing, Options, Pension Funds, Client Services, Alternative Investments
Education
United States Naval Academy 1987 — 1991
Bachelor of Science (BS), Political Science
Linda Badal's Jurika & Voyles Experience 1993 - 2000
Job Data Steward RBG CCAR Bank of the West
Industry Banking
Experience
Bank of the West April 2015 - Present
Bank of the West March 2011 - March 2015
Comcast Cable 2009 - 2011
Washington Mutual Card Services April 2005 - March 2009
PeopleSoft 2003 - 2005
Hire.com 2000 - 2003
Jurika & Voyles 1993 - 2000
Skills
Requirements Analysis, Cross-functional Team..., Report Development, Call Center, Data Analysis, SQL, Software Documentation, Business Intelligence, Customer Support, Process Analysis, Process Improvement, Team Building, Customer Service, Analysis, Technology Needs..., Vendor Management, Quality Assurance, Microsoft SQL Server, Management, Training, Call Centers
Education
California State University-East Bay 1992 — 1994
MBA, MBA with emphasis on Operations Research
University of California, Berkeley 1982 — 1987
BA, Applied Mathematics, Statistics
Bank of the West April 2015 - Present
Bank of the West March 2011 - March 2015
Comcast Cable 2009 - 2011
Washington Mutual Card Services April 2005 - March 2009
PeopleSoft 2003 - 2005
Hire.com 2000 - 2003
Jurika & Voyles 1993 - 2000
Skills
Requirements Analysis, Cross-functional Team..., Report Development, Call Center, Data Analysis, SQL, Software Documentation, Business Intelligence, Customer Support, Process Analysis, Process Improvement, Team Building, Customer Service, Analysis, Technology Needs..., Vendor Management, Quality Assurance, Microsoft SQL Server, Management, Training, Call Centers
Education
California State University-East Bay 1992 — 1994
MBA, MBA with emphasis on Operations Research
University of California, Berkeley 1982 — 1987
BA, Applied Mathematics, Statistics
Caulfield, Colleen A.'s Jurika & Voyles Experience 1993 - 1999
Job Relationship Management
Industry Financial Services
Experience
RCM Capital Management March 1999 - December 2012
Jurika & Voyles 1993 - 1999
Education
University of Oregon 1988 — 2002
Bachelor of Science, Psychology
Bishop O'Dowd High School 1985 — 1988
RCM Capital Management March 1999 - December 2012
Jurika & Voyles 1993 - 1999
Education
University of Oregon 1988 — 2002
Bachelor of Science, Psychology
Bishop O'Dowd High School 1985 — 1988
Kristen Habich, CFA, CFP's Jurika & Voyles Experience 1997 - 1999
Job Managing Director at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank November 2003 - Present
The University of Texas at Austin 2003 - 2004
Jurika & Voyles 1997 - 1999
Portola Group December 1994 - 1997
Teach for America 1992 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1991
BBA, Finance
Trinity University 1986 — 1988
JPMorgan Private Bank November 2003 - Present
The University of Texas at Austin 2003 - 2004
Jurika & Voyles 1997 - 1999
Portola Group December 1994 - 1997
Teach for America 1992 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1991
BBA, Finance
Trinity University 1986 — 1988
Kevin O'Healy's Jurika & Voyles Experience 1999 - 2000
Job Sr. Manager, Global Infrastructure Services
Industry Information Technology and Services
Experience
Cisco 2013 - Present
Cisco Systems 2009 - 2013
Cisco Systems 2007 - 2009
Cisco 2005 - 2007
STS International Inc 2002 - 2005
Lucent Technologies 2000 - 2001
SBC Datacom 2000 - 2000
Jurika & Voyles 1999 - 2000
Independant Consultant 1996 - 1999
Skills
VoIP, Unified Communications, Management, Business Process..., Change Management, Operations Management, Cisco Technologies, IT Service Management, IT Management, IT Strategy, Video, Security, Enterprise Software, Networking
Education
Gonzaga University 1994 — 1999
Cisco 2013 - Present
Cisco Systems 2009 - 2013
Cisco Systems 2007 - 2009
Cisco 2005 - 2007
STS International Inc 2002 - 2005
Lucent Technologies 2000 - 2001
SBC Datacom 2000 - 2000
Jurika & Voyles 1999 - 2000
Independant Consultant 1996 - 1999
Skills
VoIP, Unified Communications, Management, Business Process..., Change Management, Operations Management, Cisco Technologies, IT Service Management, IT Management, IT Strategy, Video, Security, Enterprise Software, Networking
Education
Gonzaga University 1994 — 1999
Brendan McLaughlin's Jurika & Voyles Experience January 1997 - January 1999
Job Senior Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Karen Winsby Hines's Jurika & Voyles Experience 1993 - 2001
Job Treasurer for the Valhalla Parent Faculty Assoc. (VPFA)
Industry Financial Services
Experience
Valhalla Parent Faculty Assoc. (VPFA) June 2011 - Present
Hoover Investment Management 2002 - 2002
Jurika & Voyles 1993 - 2001
Education
University of California, Davis
B.S., Economics
Valhalla Parent Faculty Assoc. (VPFA) June 2011 - Present
Hoover Investment Management 2002 - 2002
Jurika & Voyles 1993 - 2001
Education
University of California, Davis
B.S., Economics
Shauna Hawkins's Jurika & Voyles Experience 1999 - 2000
Job Senior Underwriter at BBVA Compass
Industry Banking
Experience
BBVA Compass July 2011 - Present
US Bank 2004 - July 2011
US Bancorp 2000 - 2004
Jurika & Voyles 1999 - 2000
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Banking, Loans, Lines Of Credit, Credit, Small Business Lending, Portfolio Management, Credit Risk, Underwriting
Education
Arizona State University - W. P. Carey School of Business
M.B.A., Business
Arizona State University - W. P. Carey School of Business
B.S., Finance
BBVA Compass July 2011 - Present
US Bank 2004 - July 2011
US Bancorp 2000 - 2004
Jurika & Voyles 1999 - 2000
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Banking, Loans, Lines Of Credit, Credit, Small Business Lending, Portfolio Management, Credit Risk, Underwriting
Education
Arizona State University - W. P. Carey School of Business
M.B.A., Business
Arizona State University - W. P. Carey School of Business
B.S., Finance
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