Karpus Investment Management
Description
Address: 183 Sully's Trail, Pittsford, NY 14534 Hours: Closed ⋅ Opens 9AM Fri Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (866) 527-7871Category: : : : : : Website: : Place name: Website: https://www.karpus.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Karpus Investment Management Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from Karpus Investment Management View previous posts on Google
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Karpus Investment Management Employees
Employee
Years
Job
Industry
Carole Prozeller Carole Prozeller's Karpus Investment Management Experience September 2012 - March 2015
Job Administrative Assistant
Industry Financial Services
Experience
Karpus Investment Management September 2012 - March 2015
Emerald Financial Services January 2012 - July 2012
Manning & Napier Benefits, LLC May 2010 - December 2011
Canon Business Solutions June 2008 - June 2009
Netsmartz June 2007 - January 2008
New Horizon Advisors December 2006 - March 2007
Xerox 1987 - 2000
Skills
Customer Service, Employee Benefits, Account Management, Management, Administrative..., Marketing, Product Management, Microsoft Office, Human Resources, PowerPoint, Data Entry, Teamwork, Time Management, Invoicing, Process Scheduler, Process Improvement, Event Planning, Microsoft Excel, Administrative...
Education
Bryant & Stratton College 1982 — 1983
Business
Karpus Investment Management September 2012 - March 2015
Emerald Financial Services January 2012 - July 2012
Manning & Napier Benefits, LLC May 2010 - December 2011
Canon Business Solutions June 2008 - June 2009
Netsmartz June 2007 - January 2008
New Horizon Advisors December 2006 - March 2007
Xerox 1987 - 2000
Skills
Customer Service, Employee Benefits, Account Management, Management, Administrative..., Marketing, Product Management, Microsoft Office, Human Resources, PowerPoint, Data Entry, Teamwork, Time Management, Invoicing, Process Scheduler, Process Improvement, Event Planning, Microsoft Excel, Administrative...
Education
Bryant & Stratton College 1982 — 1983
Business
David D'Ambrosio David D'Ambrosio's Karpus Investment Management Experience August 2011 - Present
Job Assistant Vice President, Karpus Investment Management
Industry Financial Services
Experience
Karpus Investment Management August 2011 - Present
Tompkins Financial Advisors April 2003 - July 2011
Skills
Wealth Management, Investments, Financial Planning, Risk Management, Estate Planning, Strategic Financial..., Wealth, Financial Analysis, Asset Management, Financial Planners, Portfolio Management, Mutual Funds, Strategy, Finance
Education
St. John Fisher College 1992 — 1996
BS, Finance
Karpus Investment Management August 2011 - Present
Tompkins Financial Advisors April 2003 - July 2011
Skills
Wealth Management, Investments, Financial Planning, Risk Management, Estate Planning, Strategic Financial..., Wealth, Financial Analysis, Asset Management, Financial Planners, Portfolio Management, Mutual Funds, Strategy, Finance
Education
St. John Fisher College 1992 — 1996
BS, Finance
George Kiriakos George Kiriakos's Karpus Investment Management Experience October 2010 - March 2012
Job Managing Senior Consultant at Alan Biller and Associates
Industry Financial Services
Experience
Alan Biller and Associates June 2012 - Present
Karpus Investment Management October 2010 - March 2012
Segal Advisors, Inc. June 1987 - October 2010
Skills
Investment Consulting, Asset Allocation and..., Manager Search, Performance Evaluation..., Financial Analysis, Investment Advisory, Investment Strategies, Investment Management, Retirement, Investment Advisory..., Management, Institutional..., New Business Development, Private Equity, Asset Allocation, Pensions, Bloomberg, CRM, Institutional, Employee Benefits
Education
Long Island University, Southampton Campus 1983 — 1987
Bachelor of Science (B.S.), Accounting and Economics/Finance
Alan Biller and Associates June 2012 - Present
Karpus Investment Management October 2010 - March 2012
Segal Advisors, Inc. June 1987 - October 2010
Skills
Investment Consulting, Asset Allocation and..., Manager Search, Performance Evaluation..., Financial Analysis, Investment Advisory, Investment Strategies, Investment Management, Retirement, Investment Advisory..., Management, Institutional..., New Business Development, Private Equity, Asset Allocation, Pensions, Bloomberg, CRM, Institutional, Employee Benefits
Education
Long Island University, Southampton Campus 1983 — 1987
Bachelor of Science (B.S.), Accounting and Economics/Finance
Melissa Santas Peterson, CFA Melissa Santas Peterson, CFA's Karpus Investment Management Experience 2003 - 2007
Job Director, MFA Asset Management
Industry Investment Management
Experience
MFA Asset Management, LLC 2013 - Present
Envestnet Asset Management November 2010 - July 2013
John Hancock Financial Services 2007 - 2010
Karpus Investment Management 2003 - 2007
Education
Suffolk University - Sawyer School of Management 2011 — 2014
MBA
The College of Wooster
Bachelors, Business Economics
MFA Asset Management, LLC 2013 - Present
Envestnet Asset Management November 2010 - July 2013
John Hancock Financial Services 2007 - 2010
Karpus Investment Management 2003 - 2007
Education
Suffolk University - Sawyer School of Management 2011 — 2014
MBA
The College of Wooster
Bachelors, Business Economics
James Quackenbush's Karpus Investment Management Experience December 2012 - Present
Job Senior Domestic Equity Analyst at Karpus Investment Management
Industry Financial Services
Experience
Karpus Investment Management December 2012 - Present
Karpus Investment Management May 2007 - December 2012
Eagle Steward Ltd. February 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Windows, Research, HTML, Equity Trading, Bloomberg, Portfolio Management, Investment Management, Leadership
Education
Nazareth College of Rochester 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Karpus Investment Management December 2012 - Present
Karpus Investment Management May 2007 - December 2012
Eagle Steward Ltd. February 2004 - May 2007
Skills
Microsoft Excel, Microsoft Word, Windows, Research, HTML, Equity Trading, Bloomberg, Portfolio Management, Investment Management, Leadership
Education
Nazareth College of Rochester 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Rebecca Westervelt, AIF® Rebecca Westervelt, AIF®'s Karpus Investment Management Experience October 1998 - July 2003
Job Senior Vice President at Generation Capital Management LLC
Industry Investment Management
Experience
Generation Capital Management LLC September 2003 - Present
Karpus Investment Management October 1998 - July 2003
Skills
401k, Estate Planning, Asset Management, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Asset Allocation
Education
Bucknell University 1993 — 1997
BA, Economics and English
Rochester Institute of Technology
MBA, Finance
Generation Capital Management LLC September 2003 - Present
Karpus Investment Management October 1998 - July 2003
Skills
401k, Estate Planning, Asset Management, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Asset Allocation
Education
Bucknell University 1993 — 1997
BA, Economics and English
Rochester Institute of Technology
MBA, Finance
Travis Gallton, CFA Travis Gallton, CFA's Karpus Investment Management Experience August 2012 - Present
Job Senior Equity Portfolio Manager at Karpus Investment Management
Industry Investment Management
Experience
Karpus Investment Management August 2012 - Present
Karpus Investment Management June 2007 - August 2012
AXA Advisors 2005 - 2006
Skills
Bloomberg, Asset Allocation, Microsoft Excel, Microsoft Word, Financial Analysis, Equity Research, Equity Trading, Fundamental Analysis, Portfolio Management, Investment Management, Alternative Investments, Equities, Investments, Equity Valuation, Investment Strategies, Asset Management
Education
Rochester Institute of Technology 2006 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Brockport 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
Karpus Investment Management August 2012 - Present
Karpus Investment Management June 2007 - August 2012
AXA Advisors 2005 - 2006
Skills
Bloomberg, Asset Allocation, Microsoft Excel, Microsoft Word, Financial Analysis, Equity Research, Equity Trading, Fundamental Analysis, Portfolio Management, Investment Management, Alternative Investments, Equities, Investments, Equity Valuation, Investment Strategies, Asset Management
Education
Rochester Institute of Technology 2006 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Brockport 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
David P. Angeline's Karpus Investment Management Experience November 2012 - Present
Job Relationship Manager
Industry Financial Services
Experience
Karpus Investment Management November 2012 - Present
Paychex, Inc. March 2010 - November 2012
Kappa Search, Inc. August 2008 - September 2009
ChemStation September 2007 - July 2008
Skills
Business Development, Lead Generation, Sales Management, Account Management, Salesforce.com, Cold Calling, Networking
Education
St. Lawrence University 2003 — 2007
Bachelors of Arts
Karpus Investment Management November 2012 - Present
Paychex, Inc. March 2010 - November 2012
Kappa Search, Inc. August 2008 - September 2009
ChemStation September 2007 - July 2008
Skills
Business Development, Lead Generation, Sales Management, Account Management, Salesforce.com, Cold Calling, Networking
Education
St. Lawrence University 2003 — 2007
Bachelors of Arts
Matthew M. Cooley's Karpus Investment Management Experience December 2012 - May 2013
Job Asset Management Analyst at Macerich
Industry Financial Services
Experience
Macerich June 2014 - Present
Constellation Brands June 2013 - September 2013
Lockheed Martin November 2012 - June 2013
Muesli Fusion August 2011 - June 2013
Karpus Investment Management December 2012 - May 2013
Xerox July 2012 - September 2012
Hess Education Organization February 2009 - February 2011
First American Equipment Finance July 2007 - February 2008
Skills
Financial Analysis, CRM, Financial Modeling, Microsoft Excel, Data Analysis, Asset Management, Corporate FP&A, Operating Budgets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA, Finance and Competitive and Organizational Strategy
National Taiwan Normal University 2009 — 2010
n/a, Mandarin
SUNY Geneseo 2003 — 2007
BA, Political Science/History
Macerich June 2014 - Present
Constellation Brands June 2013 - September 2013
Lockheed Martin November 2012 - June 2013
Muesli Fusion August 2011 - June 2013
Karpus Investment Management December 2012 - May 2013
Xerox July 2012 - September 2012
Hess Education Organization February 2009 - February 2011
First American Equipment Finance July 2007 - February 2008
Skills
Financial Analysis, CRM, Financial Modeling, Microsoft Excel, Data Analysis, Asset Management, Corporate FP&A, Operating Budgets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA, Finance and Competitive and Organizational Strategy
National Taiwan Normal University 2009 — 2010
n/a, Mandarin
SUNY Geneseo 2003 — 2007
BA, Political Science/History
Todd Mazzo's Karpus Investment Management Experience February 2014 - Present
Job Assistant Vice President at Karpus Investment Management 5855864680
Industry Investment Management
Experience
Karpus Investment Management February 2014 - Present
Nixon Peabody Financial Advisors LLC January 2012 - September 2013
Nixon Peabody Financial Advisors LLC March 2010 - January 2012
JPMorgan Chase August 2009 - March 2010
JPMorgan Chase February 2004 - November 2008
JPMorgan Chase January 2002 - February 2004
FleetBoston Financial April 1999 - May 2001
FleetBoston Financial January 1998 - April 1999
FleetBoston Financial May 1996 - January 1998
Skills
Series 65, Investments, Securities, Private Equity, Portfolio Management, Asset Management, Equities, Alternative Investments, Fixed Income, Mutual Funds, Corporate Finance, Valuation, Financial Analysis, Credit Analysis, Mortgage Lending, Budget Forecasts, Underwriting, Commercial Lending, Loans, Banking, Credit, Financial Risk, Bonds, Investment Management, Hedge Funds, Finance, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2002
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
State University of New York College at Brockport 1991 — 1995
Bachelor of Science (B.S.), Business Administration: Concentration in Finance and minor in Economics
Cannon Financial Institute
Karpus Investment Management February 2014 - Present
Nixon Peabody Financial Advisors LLC January 2012 - September 2013
Nixon Peabody Financial Advisors LLC March 2010 - January 2012
JPMorgan Chase August 2009 - March 2010
JPMorgan Chase February 2004 - November 2008
JPMorgan Chase January 2002 - February 2004
FleetBoston Financial April 1999 - May 2001
FleetBoston Financial January 1998 - April 1999
FleetBoston Financial May 1996 - January 1998
Skills
Series 65, Investments, Securities, Private Equity, Portfolio Management, Asset Management, Equities, Alternative Investments, Fixed Income, Mutual Funds, Corporate Finance, Valuation, Financial Analysis, Credit Analysis, Mortgage Lending, Budget Forecasts, Underwriting, Commercial Lending, Loans, Banking, Credit, Financial Risk, Bonds, Investment Management, Hedge Funds, Finance, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2002
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
State University of New York College at Brockport 1991 — 1995
Bachelor of Science (B.S.), Business Administration: Concentration in Finance and minor in Economics
Cannon Financial Institute
Daniel Burnside Daniel Burnside's Karpus Investment Management Experience 2001 - 2003
Job Dir. of Quantitative Research at Clover Capital Management
Industry Investment Management
Experience
Federated Clover Investment Advisors December 2003 - Present
University of Rochester William E. Simon Graduate School of Business Administration 2002 - Present
Cornell University Johnson School of Business 2007 - 2007
Karpus Investment Management 2001 - 2003
Argosystems 1984 - 1986
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Quantitative Analysis, Statistics, VBA, Excel, Trading, Portfolio Optimization, Quantitative Research, Visual Basic
Education
University of Rochester - Simon Business School 1999 — 2001
MBA
Cornell University 1980 — 1994
Federated Clover Investment Advisors December 2003 - Present
University of Rochester William E. Simon Graduate School of Business Administration 2002 - Present
Cornell University Johnson School of Business 2007 - 2007
Karpus Investment Management 2001 - 2003
Argosystems 1984 - 1986
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Quantitative Analysis, Statistics, VBA, Excel, Trading, Portfolio Optimization, Quantitative Research, Visual Basic
Education
University of Rochester - Simon Business School 1999 — 2001
MBA
Cornell University 1980 — 1994
Robert Swartout's Karpus Investment Management Experience February 2010 - Present
Job Vice President at Karpus Investment Management
Industry Investment Management
Experience
Karpus Investment Management February 2010 - Present
Cobblestone Capital Advisors, LLC 2000 - February 2010
Canandaigua National Bank October 1985 - February 2000
Skills
Investments, Portfolio Management, Strategic Planning, Risk Management, Banking, Investment Management, Wealth Management, Sales, Financial Modeling, Financial Analysis, Mutual Funds, Equities, Asset Management, Asset Allocation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1990 — 1992
MBA, Finance
University of Rochester 1979 — 1983
BA, Economics
Karpus Investment Management February 2010 - Present
Cobblestone Capital Advisors, LLC 2000 - February 2010
Canandaigua National Bank October 1985 - February 2000
Skills
Investments, Portfolio Management, Strategic Planning, Risk Management, Banking, Investment Management, Wealth Management, Sales, Financial Modeling, Financial Analysis, Mutual Funds, Equities, Asset Management, Asset Allocation
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1990 — 1992
MBA, Finance
University of Rochester 1979 — 1983
BA, Economics
Scott Nasca's Karpus Investment Management Experience February 1992 - July 2003
Job President Generation Capital Management
Industry Financial Services
Experience
Generation Capital Management August 2003 - Present
Karpus Investment Management February 1992 - July 2003
Skills
Investments, Retirement Planning, 401k, Strategic Financial..., Asset Managment, Retirement, Portfolio Management, Trading, Financial Markets, Mutual Funds, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Plan..., Investment Management, Asset Management, Securities, Estate Planning, Financial Advisory, Financial Planning
Education
Rochester Institute of Technology 1990 — 1992
MBA, Finance
State University of New York College at Geneseo 1986 — 1990
Bachelor of Arts, Economics
Generation Capital Management August 2003 - Present
Karpus Investment Management February 1992 - July 2003
Skills
Investments, Retirement Planning, 401k, Strategic Financial..., Asset Managment, Retirement, Portfolio Management, Trading, Financial Markets, Mutual Funds, Alternative Investments, Hedge Funds, Wealth Management, ETFs, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Plan..., Investment Management, Asset Management, Securities, Estate Planning, Financial Advisory, Financial Planning
Education
Rochester Institute of Technology 1990 — 1992
MBA, Finance
State University of New York College at Geneseo 1986 — 1990
Bachelor of Arts, Economics
Richard M. Cott's Karpus Investment Management Experience June 2014 - Present
Job Managing Director/Global Growth Officer at Karpus Investment Management
Industry Executive Office
Experience
Karpus Investment Management June 2014 - Present
Waldron Wealth Management September 2013 - May 2014
Bernstein Global Wealth Management December 2009 - September 2013
The Investlinc Group 2003 - 2009
King Trust Company 1992 - 2002
Skills
Leadership, Strategy, Entrepreneurship, Asset Management, Private Equity, Mergers & Acquisitions, Business Development, Asset Allocation, Strategic Planning, New Business Development, Strategic Financial..., Financial Analysis, Operations Management, Asset Management &..., Private Equity..., Top Producer Recruitment, Process & Profit..., Leadership Development, Consultative Sales..., Multi-Site Virtual..., New Product Development, Strategic Planning &..., Customer Resource..., Assets Under Management..., Center of Influence..., High-Net-Worth, Investment & Wealth..., Cultural Definition &..., Tax/Estate Planning, Multi-Generational..., Pre-Post-Transaction..., Staff Development, New Client Acquisitions, Stakeholder..., Organizational..., JV Planning, M&A Strategies, Wealth Integration
Education
Webster University 1989 — 1992
MBA, Finance
Hope College 1980 — 1984
BA, Business Adminstration & Political Science
University of North Carolina at Charlotte 1998 — 2001
Trust Investments and Fudiciary Risk Management, Program for Chief Trust Officers of Federal Trust Companies, Distinguished Graduate
Karpus Investment Management June 2014 - Present
Waldron Wealth Management September 2013 - May 2014
Bernstein Global Wealth Management December 2009 - September 2013
The Investlinc Group 2003 - 2009
King Trust Company 1992 - 2002
Skills
Leadership, Strategy, Entrepreneurship, Asset Management, Private Equity, Mergers & Acquisitions, Business Development, Asset Allocation, Strategic Planning, New Business Development, Strategic Financial..., Financial Analysis, Operations Management, Asset Management &..., Private Equity..., Top Producer Recruitment, Process & Profit..., Leadership Development, Consultative Sales..., Multi-Site Virtual..., New Product Development, Strategic Planning &..., Customer Resource..., Assets Under Management..., Center of Influence..., High-Net-Worth, Investment & Wealth..., Cultural Definition &..., Tax/Estate Planning, Multi-Generational..., Pre-Post-Transaction..., Staff Development, New Client Acquisitions, Stakeholder..., Organizational..., JV Planning, M&A Strategies, Wealth Integration
Education
Webster University 1989 — 1992
MBA, Finance
Hope College 1980 — 1984
BA, Business Adminstration & Political Science
University of North Carolina at Charlotte 1998 — 2001
Trust Investments and Fudiciary Risk Management, Program for Chief Trust Officers of Federal Trust Companies, Distinguished Graduate
Byron Sass's Karpus Investment Management Experience February 2012 - Present
Job Fixed Income Analyst
Industry Investment Management
Experience
Karpus Investment Management February 2012 - Present
State Street February 2011 - February 2012
Skills
Fixed Income, Fund Accounting, Bloomberg, Investment Management, Portfolio Management, Trading
Education
Roberts Wesleyan College 2007 — 2010
Mathematics
Karpus Investment Management February 2012 - Present
State Street February 2011 - February 2012
Skills
Fixed Income, Fund Accounting, Bloomberg, Investment Management, Portfolio Management, Trading
Education
Roberts Wesleyan College 2007 — 2010
Mathematics
Christopher Raby's Karpus Investment Management Experience August 2005 - Present
Job Senior Taxable Fixed Income Analyst/Portfolio Manager at Karpus Investment Management
Industry Financial Services
Experience
Karpus Investment Management August 2005 - Present
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management
Education
University at Buffalo 2003 — 2005
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 2000 — 2003
Bachelor of Science (BS), Finance, General
Karpus Investment Management August 2005 - Present
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management
Education
University at Buffalo 2003 — 2005
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 2000 — 2003
Bachelor of Science (BS), Finance, General
Tony Mirrione's Karpus Investment Management Experience February 2007 - Present
Job Performance Analyst at Karpus Investment Management
Industry Investment Management
Experience
Karpus Investment Management February 2007 - Present
Wegmans Food Markets 1993 - 2007
Education
College for Financial Planning 2010 — 2011
Educational program for Certified Financial Planner (R)
Case Western Reserve University 1995 — 1999
BS, Management
Karpus Investment Management February 2007 - Present
Wegmans Food Markets 1993 - 2007
Education
College for Financial Planning 2010 — 2011
Educational program for Certified Financial Planner (R)
Case Western Reserve University 1995 — 1999
BS, Management