KDP Investment Advisors

Description

Address: 24 Elm St, Montpelier, VT 05602 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (802) 229-0544: Category: Place name: Website: : : : : : Website: http://www.kdpadvisor.com/ Category: Financial Institution 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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of KDP Investment Advisors, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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KDP Investment Advisors Employees

Employee
Years
Job
Industry
Rebecca Grenier Rebecca Grenier Burlington, Vermont Area Details
Rebecca Grenier's KDP Investment Advisors Experience July 2007 - April 2009
Job Senior Web Developer at University of Vermont
Industry Internet
Experience
University of Vermont  November 2014 - Present
EatingWell Media Group  2012 - November 2014
American International Distribution Corporation   October 2011 - January 2012
Propeller Media Works  September 2011 - January 2012
GetEducated.com  November 2009 - June 2011
KDP Investment Advisors   July 2007 - April 2009
University of Vermont (Health Behavior Research Center)   2004 - 2007
ORC International (formerly ORC Macro)   November 2001 - February 2004
Dealer.com  December 2000 - September 2001

Skills
Scala, PHP, CSS, MySQL, AJAX, JavaScript, Git, Web Applications, Web Development, Apache, Play Framework

Education
Wells College   1998 — 2000
Bachelor of Arts (B.A.)

Johnson State College   1996 — 1998

Jennifer Chioldi Jennifer Chioldi Barre, Vermont Details
Jennifer Chioldi's KDP Investment Advisors Experience April 2006 - December 2013
Job Back Office Assistant at KDP Asset Management
Industry Photography
Experience
KDP Asset Management   December 2013 - Present
Barefoot Photography   May 2005 - Present
KDP Investment Advisors   April 2006 - December 2013

Skills
Research, Editing, Photography, Portrait Photography, Photos, Weddings, Digital Photography, Image Editing, Analysis, Event Photography, Wedding Photography, Photojournalism, Strategic Planning, Travel Photography, Financial Analysis, Image Manipulation, Fine Art Photography, Commercial Photography, Fixed Income, Adobe Acrobat, Bloomberg

Education
Vermont Technical College   2002 — 2003

Community College of Vermont

Chris Ivsin Chris Ivsin Boston, Massachusetts Details
Chris Ivsin's KDP Investment Advisors Experience December 2013 - February 2014
Job Student at Middlebury College
Industry Financial Services
Experience
KDP Investment Advisors   December 2013 - February 2014
Middlebury College  September 2012 - May 2013
Otter Creek Brewing  December 2012 - February 2013

Skills
Financial Modeling, Accounting, Microsoft Office, Bloomberg, QuickBooks, Stata, Python

Education
Middlebury College   2010 — 2014

Boston College   2012 — 2012
Corporate Finance and Accounting

Belmont Hill School   2004 — 2010

Amy Schaeffler Amy Schaeffler Woodstock, Vermont Details
Amy Schaeffler's KDP Investment Advisors Experience January 2005 - January 2007
Job Financial Systems Analyst
Industry Higher Education
Experience
Dartmouth College  October 2012 - Present
Independent Contractor  February 2007 - October 2012
KDP Investment Advisors   January 2005 - January 2007
Societe Generale  August 2002 - September 2004

Skills
SQL, Financial Analysis, Equities, Business Analysis, Analysis

Education
Binghamton University   1993 — 1997
BA, Economics, 3.6 GPA

Brenda LaBrie Brenda LaBrie Burlington, Vermont Area Details
Brenda LaBrie's KDP Investment Advisors Experience March 2004 - March 2006
Job Customer Service Representative at Blue Cross Blue Shield of Vermont
Industry Banking
Experience
Blue Cross Blue Shield of Vermont  May 2013 - Present
One Credit Union   March 2006 - May 2013
KDP Investment Advisors   March 2004 - March 2006

Skills
Credit Analysis, Credit, Portfolio Management, Commercial Lending, Loan Origination, Credit Unions, Underwriting, Loans, Small Business Lending, Cross Selling, Lines Of Credit, Consumer Lending, Home Equity Loans, Refinance, Branch Management, Internet Banking, Deposits, Mortgage Lending, Mortgage Banking, Residential Mortgages

Education
Champlain College   1987 — 1989
Assc, Communications & Public Relations

Tim Doherty Tim Doherty Yonkers, New York Details
Tim Doherty's KDP Investment Advisors Experience January 2009 - June 2010
Job Analyst at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB  June 2010 - Present
KDP Investment Advisors   January 2009 - June 2010
Scotiabank  August 2003 - January 2009
Bank of America  June 2001 - July 2003

Skills
Fixed Income, Portfolio Management, Investments, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Asset Management, Private Equity, Trading, Due Diligence, Investment Banking, Bloomberg, Equities, Hedge Funds, Derivatives, Financial Analysis, Finance, Bonds, Financial Markets, Credit Analysis, Oil & Gas

Education
Boston College   1996 — 2001
Bachelor of Arts (B.A.), Economics

London School of Economics and Political Science   1998 — 1999

Karen Cegalis Karen Cegalis Burlington, Vermont Area Details
Karen Cegalis's KDP Investment Advisors Experience January 2015 - Present
Job Web/Systems Developer at KDP Investment Advisors
Industry Information Technology and Services
Experience
KDP Investment Advisors   January 2015 - Present
Ski93 Trips   December 2009 - Present
Ava Anderson Non Toxic  July 2015 - Present

Skills
Web Development, CSS, E-commerce, XML, XHTML, Web Design, CMS, Web Applications, WordPress, CRM, Photoshop, Drupal, Website Development, Databases, HTML, jQuery, Dreamweaver, Start-ups, Google Analytics, PHP, MySQL, Integration, JavaScript, Salesforce.com, SQL Server Management..., Bootstrap, Subversion, HubSpot, Salesforce, Eloqua, Github, Ski Industry, Ski Guiding

Education
Southern New Hampshire University
Master of Science (M.S.)

University of Alaska Anchorage
Bachelor of Arts (B.A.)

Spencer Godfrey, CFA Spencer Godfrey, CFA Burlington, Vermont Area Details
Spencer Godfrey, CFA's KDP Investment Advisors Experience November 2014 - Present
Job Assistant Director of Research & High Yield Bond Analyst at KDP Investment Advisors
Industry Investment Management
Experience
KDP Investment Advisors   November 2014 - Present
KDP Investment Advisors   September 2010 - Present
Tully and Holland   May 2009 - May 2010
AIG  July 2006 - June 2008
AIG  October 2003 - June 2006

Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Credit Analysis, Asset Management, Finance, Credit, Underwriting, Mergers, Bonds, Analysis, Equity Research, High Yield, Bloomberg, Due Diligence, Leveraged Finance, Financial Analysis, Capital Markets, Mergers & Acquisitions, Leadership, Competitive Analysis, Investment Banking, Private Equity, Fixed Income Analysis, Management, Fixed Income, Corporate Finance, Investment Management, LBO, Credit Risk, Business Valuation, Insurance, Financial Statement..., Financial Markets, M&A experience, Acquisitions, Financial Risk, Divestitures, Relationship Management, Risk Management, Strategy, Forecasting, Financial Reporting, Budgets, Equities, High Yield Bonds, Distressed Debt, Leveraged Lending, Covenants

Education
Boston College - Wallace E. Carroll Graduate School of Management   2008 — 2010
MBA, Asset Management

Middlebury College   1999 — 2002
BA, International Studies

Matthew Lawson, CFA Matthew Lawson, CFA Indianapolis, Indiana Area Details
Matthew Lawson, CFA's KDP Investment Advisors Experience February 2006 - August 2008
Job Sr. Research Analyst at Indiana Farm Bureau Insurance
Industry Investment Management
Experience
Indiana Farm Bureau Insurance  January 2015 - Present
Wallington Asset Management  August 2008 - August 2014
KDP Investment Advisors   February 2006 - August 2008
4086 Advisors (Conseco Capital Management)   July 2003 - May 2005
Vinings Mellon   December 2000 - July 2003
The Lanrick Group/The LandOak Company   May 1999 - December 2000

Skills
Fixed Income, Statistics, Microsoft Excel, Programming, R, Python, Java, C++, Linux, Investments, Equities

Education
Indiana University Bloomington   2014 — 2014
Graduate Data Science Certificate (applicable to MS degree)

Indiana University-Purdue University at Indianapolis   2014 — 2014
Java, C++, Python Courses

CFA Institute   1999 — 2001
Chartered Financial Analyst (CFA)

Haslam College of Business at the University of Tennessee   1996 — 1999
Bachelor of Science in Business Administration

Robert Lee, CFA Robert Lee, CFA Fort Myers, Florida Area Details
Robert Lee, CFA's KDP Investment Advisors Experience June 2006 - October 2008
Job Chief Equity Strategist & Senior Vice President
Industry Investment Management
Experience
People's United Bank  October 2008 - Present
KDP Investment Advisors   June 2006 - October 2008
Sentinel Investments  November 1993 - June 2006
Shawmut National Corp.   November 1986 - November 1993

Skills
Equities, Investment Advisory, Mutual Funds, Financial Services, Strategy, Investments, Portfolio Management, Credit

Education
Harvard Business School   1977 — 1979
MBA, General Management & Finance

Yale University   1973 — 1977
B.A., Economics

Clark Orsky Clark Orsky Greater Boston Area Details
Clark Orsky's KDP Investment Advisors Experience November 1998 - September 2008
Job at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management  October 2010 - Present
State Street Global Advisors  September 2008 - October 2010
KDP Investment Advisors   November 1998 - September 2008

Education
Babson College   1983 — 1984
BS, Finance

Paul Hauf Paul Hauf Burlington, Vermont Area Details
Paul Hauf's KDP Investment Advisors Experience November 2003 - October 2009
Job Sr. VP Institutional Sales and Trading at Academy Securities
Industry Financial Services
Experience
Academy Securities  August 2014 - Present
Carolina Capital Markets  October 2009 - July 2014
KDP Investment Advisors   November 2003 - October 2009
Federated Investors  1998 - 2002
BTS  1995 - 1998
BTS  1995 - 1998

Education
Middlebury College   1986 — 1990

Belmont Hill   1985 — 1986

Hope Crifo, CFA Hope Crifo, CFA Montpelier, Vermont Details
Hope Crifo, CFA's KDP Investment Advisors Experience 1992 - 2000
Job Vice President, Municipal Lender at Merchants Bank
Industry Financial Services
Experience
Merchants Bank  March 2013 - Present
Merchants Bank  March 2013 - Present
TD Bank  December 2005 - February 2012
KDP Investment Advisors   1992 - 2000
13 D Research, Inc.   1984 - 1991
Value Line  1980 - 1990

Skills
Commercial Banking, Valuation, Finance, Loans, Investments, Securities

Education
Champlain College
Professional Certificate in Accounting, Governmental Accounting

City University of New York-Hunter College
BA, Political Science, Economics

Yonsei University
MA, Economics

Premila Peters Premila Peters Burlington, Vermont Area Details
Premila Peters's KDP Investment Advisors Experience April 1997 - September 2006
Job Vice President Sales and Marketing
Industry Hospital & Health Care
Experience
Data Innovations, Inc.   September 2013 - Present
GE Healthcare  October 2010 - December 2012
GE Healthcare  October 2006 - October 2010
KDP Investment Advisors   April 1997 - September 2006
KPMG US  1994 - 1997

Skills
Forecasting, Healthcare, Process Improvement, Healthcare Information..., Financial Analysis, Strategic Planning, Business Strategy, Change Management, Budget, Operational Excellence, Analysis, Mergers, Management Consulting, Acquisition Integration, Strategic Financial..., Finance, Leadership, Mergers & Acquisitions, Cross-functional Team..., Portfolio Management, Business Intelligence, Financial Modeling, Managerial Finance, Strategy

Education
University of Vermont   1992 — 1994
MBA, Finance

Indiana University of Pennsylvania

Marshall Stover Marshall Stover Montpelier, Vermont Details
Marshall Stover's KDP Investment Advisors Experience June 2004 - November 2005
Job KDP Asset Management
Industry Investment Management
Experience
KDP Asset Management   November 2005 - Present
KDP Investment Advisors   June 2004 - November 2005
Bloomberg  2000 - 2002

Skills
Fixed Income, Asset Management, Equities, Bloomberg, Derivatives, Capital Markets, Trading, Portfolio Management

Education
Georgetown University

Phelps Hoyt Phelps Hoyt New York, New York Details
Phelps Hoyt's KDP Investment Advisors Experience 1989 - 2004
Job Head, Credit Research & Strategy, GIC
Industry Investment Management
Experience
GIC  April 2014 - Present
Principal Global Investors  March 2008 - April 2014
Aviva Investors  March 2005 - March 2008
Fitch Ratings  2004 - 2005
KDP Investment Advisors   1989 - 2004

Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Emerging Markets, Equities, Equity Research, Financial Modeling, Fixed Income Analysis, Hedge Funds, High Yield, Portfolio Management, Valuation, Asset Allocation, Equity Valuation, Investment Strategies, Investments

Education
Middlebury College
Economics

Middlebury College
Bachelor of Arts (BA), Economics

New Trier

Northwestern University

George Lee, CFA George Lee, CFA Burlington, Vermont Area Details
George Lee, CFA's KDP Investment Advisors Experience April 1989 - December 2004
Job VP Head of Fixed Income Quantitative Analytics at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments  October 2012 - Present
Sentinel Investments  March 2012 - October 2012
Dwight Asset Management  January 2005 - March 2012
KDP Investment Advisors   April 1989 - December 2004

Skills
Portfolio Management

Education
New York University
MA, Economics

Stanford University
BA, Political Science

Walter Schaeffler Walter Schaeffler Hadley, Massachusetts Details
Walter Schaeffler's KDP Investment Advisors Experience 2004 - 2007
Job Director of Treasury Operations & Analysis at Amherst College
Industry Higher Education
Experience
Amherst College  2013 - Present
Williams College  2011 - 2012
Colby College  2007 - 2011
KDP Investment Advisors   2004 - 2007
Nomura Securities  2000 - 2003
ING Barings  1999 - 2000
Morgan Stanley  1997 - 1999

Education
Boston College   1993 — 1997
A.B., Economics and Political Science

National University of Ireland, Galway   1996 — 1996