Lazard Asset Management
Industry: Asset management company
DescriptionLazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London. Assets under management: 249 billion USD (2017) Headquarters: Hamilton, Bermuda Revenue: 2.65 billion USD (2017) Number of employees: 2,843 (2017) Subsidiaries: Lazard & Co., Limited, Lazard Middle Market LLC,
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Lazard Asset Management Employees
Lazard Asset Management February 2015 - Present
Columbia University in the City of New York September 2014 - December 2014
Corinthian Partners L.L.C. November 2013 - June 2014
Standard & Poor's July 2013 - September 2013
Purdue University January 2012 - December 2012
Purdue University January 2012 - December 2012
Beijing Gowin Advertising Co., Ltd June 2010 - August 2010
New Oriental Education & Technology Group May 2009 - August 2009
Skills
SAS, Java, R, Matlab, Data Analysis, Research, Teamwork, Quantitative Analytics, Economics, VBA, Stata, Statistical Modeling, Time Series Analysis, Statistics, Monte Carlo Simulation
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (MS), Operations Research
Purdue University 2009 — 2012
Bachelor of Science (B.S.), Mathematics and Statistics
The Blackstone Group February 2014 - Present
Ernst & Young September 2012 - February 2014
Lazard Asset Management June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
US GAAP, Accounting, Financial Analysis, Auditing, Assurance, Advanced Excel User, Microsoft Office, Financial Accounting, GAAP, External Audit, Financial Statements, Microsoft Excel, SEC filings, Financial Reporting, Waterfalls, Private Equity, Private Placements, Investment Valuation, Company Valuation, Business Valuation, Valuation Modeling, Purchase Price..., Banking, Equity Funding
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Accounting (MSA), Accounting
Bucknell University 2007 — 2011
Bachelor of Science (BS), Accounting
MKA 2004 — 2007
Town Residential July 2013 - Present
H. Bech & Company September 2009 - Present
The University of Iowa 2012 - 2013
Mount Mercy University 2012 - 2013
The Ivy Council 2000 - June 2010
Morgan Stanley Investment Management March 2008 - June 2009
Lehman Brothers - Neuberger Berman Asset Management June 2004 - March 2008
Lazard Asset Management December 2000 - May 2003
Lazard Asset Management August 1999 - December 2000
Skills
Equity Research, Asset Managment, Investments, Investment Management, Bonds, Research, Business Development, Hedge Funds, Equities, Alternative Investments, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Valuation, Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Yale University 1995 — 1999
BA, Economics and Political Science
Newtown High School 1991 — 1995
High School
Robeco Investment Management 2002 - Present
US Trust September 1998 - August 2002
U.S. Trust Company of New York 1998 - 2002
Lazard Asset Management 1994 - 1998
Education
Clemson University 1992 — 1994
MBA
Clemson University - College of Business and Behavioral Science 1992 — 1994
MBA, Business Administration
Iona College 1988 — 1992
BBA
The Chicago Council on Global Affairs August 2015 - Present
Lazard Asset Management May 2015 - Present
U.S. House of Representatives January 2014 - Present
Vital Voices Global Partnership May 2012 - May 2015
The Chicago Council on Global Affairs May 2014 - September 2014
School District U-46 January 2011 - August 2014
Henry Crown & Company Foundation May 2013 - September 2013
Skills
Leadership, Nonprofits, Policy Analysis, Community Outreach, Fundraising, Leadership Development, Program Management, Non-profits, Spanish, Public Speaking, Grants, Event Planning, Public Policy, Volunteer Management, Management, Research, Economic Development, Educational Leadership, Entrepreneurship, Educational Consulting, Startup Marketing
Education
NYU Steinhardt School of Culture, Education, and Human Development 2015 — 2015
Summer Research Assistant, Education Policy Analysis
Georgetown University 2014 — 2015
Research Fellowship, Education Policy Analysis
University of East London 2014 — 2014
Summer Research Experience Program, Higher Education/Higher Education Administration, 2nd year
DePaul University 2012 — 2014
Bachelor's degree, Public Policy Analysis and Economics
Alicante Advisors LLC January 2014 - Present
LiquidHub April 2012 - November 2013
iKindi August 2010 - March 2012
Robeco May 2005 - July 2008
AllianceBernstein August 2001 - April 2005
Lazard Asset Management 1997 - 2001
UBS Global Asset Management October 1995 - September 1997
Socimer Advisory Services 1994 - 1995
Skills
Strategy, Portfolio Management, Equities, Derivatives, Fixed Income, Trading, Financial Services, Outsourcing, Settlement, Middle Office, Back Office, Securities, Trading Systems, Budgets, Auditing, Business Analysis, Asset Management
Education
Rochester Institute of Technology 2009 — 2010
EMBA, Business
Binghamton University
MA
Stony Brook University
BA
Lazard Asset Management November 2013 - Present
Barclays January 2013 - November 2013
Barclays January 2011 - January 2013
Barclays Capital January 2010 - December 2010
French Government Teaching Assistantship October 2008 - May 2009
Skills
Data Analysis, Entrepreneurship, Portfolio Management, PowerPoint, Strategy, Market Research, Budgets, Bloomberg, Management, Sales, Credit, Banking
Education
Denison University 2004 — 2008
Bachelor of Arts, Economics, French
Hamilton-Wenham Regional High School 2000 — 2004
HS, Liberal Arts
Tech Data October 2014 - Present
Wildlife Conservation Society July 2009 - September 2014
ENT and Allergy Associates November 2008 - January 2009
Synergy Management Corporation July 2006 - October 2008
Lazard Asset Management July 2000 - August 2005
Salomon Smith Barney Asset Management July 1998 - July 2000
Skills
Office Administration, Financial Services, Accounting, Finance, Financial Modeling, Financial Analysis, Bookkeeping, Investments, Financial Reporting, Leadership, Public Speaking, Strategic Planning, Budgets, Account Reconciliation, Accounts Receivable, Event Planning, Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Corporate Finance & Operations, 3.5
Boston College 1994 — 1998
Bachelor's Degree, Accounting, 3.5
AllianceBernstein January 2015 - Present
AllianceBernstein June 2013 - December 2014
Lazard Asset Management May 2012 - August 2012
Barclays Capital November 2011 - December 2011
Elliott Management Corporation July 2008 - August 2008
Skills
Microsoft Excel, Economics, Statistics, PowerPoint, Microsoft Word, Bloomberg, Fixed Income, Asset Management, Hedge Funds, Bonds, Financial Modeling, Portfolio Management, Financial Analysis, Data Analysis, Investments, Valuation
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Standard Chartered Bank January 2013 - Present
Standard Chartered Bank March 2012 - January 2013
Standard Chartered Bank February 2010 - March 2012
Merrill Lynch 2006 - 2009
BNP Paribas 2004 - 2006
TGI Office Automation 2000 - 2004
Alliance Capital Management 1998 - 2000
Warburg Pincus 1995 - 1998
Lazard Asset Management 1993 - 1995
Skills
Fixed Income, Middle Office, Operations Management, Securities Regulation, Bloomberg, Derivatives, Capital Markets, Trading, Hedge Funds, Equities, Securities, FX Options, Bonds, Asset Managment, Portfolio Management, Emerging Markets, Trading Systems, Options, Financial Markets, Investment Banking, Mutual Funds, Structured Products, Alternative Investments, Series 99, Asset Management, Finance, Financial Services, Treasury
Education
City University of New York-Brooklyn College
S&P Capital IQ July 2014 - Present
Natural Resource Governance Institute (formerly Revenue Watch Institute) January 2014 - July 2014
Seabury Group October 2011 - April 2013
Seabury Group January 2011 - October 2011
Baker & Hostetler LLP June 2008 - December 2010
Banc of America Securities December 2006 - December 2007
Lazard Asset Management April 2005 - December 2006
Skills
Recruiting, Employee Relations, HRIS, Talent Acquisition, Performance Management, Talent Management, Onboarding, Succession Planning, Human Resources, Employee Benefits, Deferred Compensation, Organizational..., Workforce Planning, Applicant Tracking..., Personnel Management, College Recruiting, Benefits Administration
Education
City University of New York-John Jay College of Criminal Justice 1997 — 2001
BA/MA, Forensic Psychology
Lazard Asset Management May 2014 - Present
Payden & Rygel Investment Management December 2011 - April 2014
Sun Life Financial September 2007 - January 2011
Putnam Investments November 2002 - July 2007
Putnam Investments November 1998 - November 2002
Putnam Investments January 1989 - November 1998
Putnam Investments July 1987 - January 1989
Tucker, Anthony & R. L. Day, Inc. May 1983 - May 1987
Skills
Sales Operations, Series 24, Series 63, Sales Management, Sales Process, Licensing, Strategy
Education
Boston College 1979 — 1983
Bachelor of Arts, Communications
Lazard Asset Management September 2012 - Present
RCA/Jive Sony Music June 2011 - August 2011
Housatonic Publications January 2005 - January 2007
Education
Bowdoin College 2008 — 2012
Bachelor of Arts, History
Shepaug Valley High School 2004 — 2008
Protege Partners February 2012 - Present
Revere Capital Advisors July 2011 - January 2012
Threadneedle Investments North America, LLC August 2010 - July 2011
Arklow Capital, LLC August 2009 - August 2010
Highland Capital Management, L.P. July 2008 - August 2009
Pardus Capital Management, L.P. January 2006 - June 2008
Protégé Partners, LLC January 2004 - December 2005
Lazard Asset Management June 1997 - December 2003
Skills
CFA, Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance
Bates College 1982 — 1986
BA, Economics
CoBank December 2014 - Present
The Gagnon Group, LLC August 2014 - December 2014
Colorado College Men's Rugby Club May 2013 - May 2014
Lazard Asset Management 2014 - 2014
Plymouth District Court June 2013 - August 2013
Blue Yonder Oyster Farm May 2012 - August 2013
Colorado College May 2013 - June 2013
Junior Tigers Rugby March 2013 - May 2013
Colorado College Men's Rugby Club May 2012 - May 2013
Massachusetts State Senate May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Recruiting, Microsoft Word, Resource Management, Stata, EMT, Cpr Certified, Predictive Analytics, Statistical Modeling, Financial Analysis
Education
Colorado College 2010 — 2014
BA Economics
Sacred Heart High School 2006 — 2010
High School Degree
Lazard Asset Management December 2006 - Present
Taylor Rafferty September 2005 - October 2006
St. Jean Baptiste High School September 2001 - August 2005
Skills
Series 7, Mutual Funds, Marketing, Web Content, Investments, Investment Management, Equities, Asset Allocation, Asset Management, Fixed Income, Series 63, Investment Strategies, FINRA, Emerging Markets, Securities
Education
Boston College 1997 — 2001
Bachelor of Arts (BA), International Studies
Santa Catalina School
Santa Catalina School
Barclays Investment Bank August 2013 - Present
Morgan Stanley Wealth Management April 2009 - April 2013
Citi July 2006 - April 2009
Lazard Asset Management November 2000 - July 2006
Goldman Sachs November 1999 - November 2000
Skills
Microsoft Office, Windows, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Outlook, Relationship-builder..., Highly detail oriented, Close Attention to..., Follow-through Skills, Flexible approach to..., Project Management, Leadership, Human Resources, Onboarding, Talent Management, Program Coordination, Client Liaison, Customer Service, Manage Client..., Research, Strategic Planning, Business Networking
Education
Baruch College, City University of New York (CUNY)
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley 2013 - Present
E*TRADE Financial November 2010 - May 2013
Carpenter Group February 2010 - November 2010
Siegel & Gale March 2009 - May 2009
Goldman Sachs Asset Management 2001 - December 2008
Trainer Wortham 1999 - 2001
Lazard Asset Management 1997 - 1999
Skills
Social Media, Integrated Marketing, Content Development, Marketing Communications, Brand Management, Digital Strategy, Strategic Communications, Marketing Strategy, Brand Development, Creative Direction, Editorial, Corporate Communications, Brand Awareness, Content Strategy, Branding & Identity, Crisis Communications, Corporate Branding, Building Relationships, Brand Architecture, Marketing, Employer Branding, Digital Marketing, Advertising Agency, Internal Communications, Program Management, Team Management, Relationship Management, Blogging, Communication Skills, Digital Video, Presentation Development, Branded Content, B2B Marketing Strategy, B2C marketing, Vendor Management, Managing Agency...
Education
Columbia University in the City of New York
Masters, Strategic Communications
Fairfield University
BA, Marketing, Communications
School of Visual Arts
Corporate Identity/Branding, Print Production for Designers, Gourmet Typography
U.S. President's Advisory Council on Doing Business in Africa November 2014 - Present
African Sunrise Partners LLC August 2010 - Present
Credit Agricole Securities/CLSA April 2007 - July 2010
Lazard Asset Management 2002 - 2007
Prudential Securities 1991 - 2001
Barclays de Zoete Wedd 1990 - 1991
Drexel Burnham Lambert 1986 - 1989
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
Dartmouth College 1978 — 1982
BA, History
Morgan Stanley Wealth Management June 2013 - August 2015
Lazard Asset Management April 2011 - June 2013
Hartford Life Private Placement January 2007 - April 2011
The Capital Group Companies December 2000 - December 2006
Skills
Data Analysis, Requirements Gathering, Risk Management, Data Quality, User Acceptance Testing, Business Analysis, Fixed Income, Financial Services, Market Data, Fixed Income portfolio..., Client Communication, Requirements Analysis
Education
Columbia Southern University 2011 — 2015
Bachelor's Degree, Business Administration (Finance)
Columbia Southern University 2011 — 2015
Certificate in Project Management
Lazard January 2009 - Present
Lazard Asset Management November 2005 - Present
Lazard Asset Management LLC November 2005 - January 2010
Credit Suisse 2004 - 2005
Credit Suisse Securities USA LLC 2004 - 2005
Deutsche Bank 1995 - 2003
Deutsche Bank 1995 - 2003
JP Morgan 1994 - 1995
AT&T March 1990 - June 1994
Education
Saint John's University 1990 — 1995
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
M.B.A, Finance
Kievskiy Politechnicheskiy Institut 1983 — 1989
M.S., Mechanical Engineering
Kiivs'kij Deržavnij Universitet Tehnologij ta Dizajnu 1983 — 1989
M.S., Mechanical Engineering
Kyiv Engineering Technical Institute 1983 — 1989
M.S., Engineering
Teacher Retirement System of Texas April 2009 - Present
Cocktails and Bubbles 2012 - Present
Lazard Asset Management June 2007 - August 2008
Universal Music Group October 2005 - May 2007
AllianceBernstein 2003 - 2004
Sage Capital Management 2000 - 2001
Skills
Social Media, Event Planning, Management, Teaching, Marketing Strategy, Editing, Market Research, Research, Marketing, Sales, CRM
Education
Binghamton University 1997 — 2001
B.A.
Hackley School
Teksouth Corporation July 2015 - Present
1199SEIU Training & Employment Fund June 2010 - June 2015
U.S. Census Bureau May 2010 - May 2010
AMBAC ASSURANCE April 1999 - March 2008
Lazard Asset Management June 1993 - April 1999
Skills
Project Management, Microsoft Office, PowerPoint, Disaster Recovery, SQL, Business Intelligence, Business Analysis, Data Analysis, SharePoint, Data Management, Web Design, Vendor Management, Finance, Program Management, Training, Accounting, Hand Knitting, Databases, Software Documentation, Financial Analysis, Visio, Process Improvement, Integration, Database Design, Analytics, Analysis
Education
City University of New York-Herbert H. Lehman College 2014 — 2017
Master of Science (MSc), Geographic Information Science, 4.0
City University of New York City College 1989 — 1992
Bachelor of Arts Degree, Geography; Management
A&E Wireless 2011 - Present
Capco September 2009 - January 2010
Lazard Asset Management October 2007 - September 2009
Bank of New York Mellon 2004 - 2007
jemmco capital March 1999 - September 2001
Education
University of Phoenix 2005 — 2007
MBA
City University of New York-Brooklyn College 1999 — 2003
BS, Business Management and Finance
Lazard Asset Management February 1999 - Present
Skills
Marketing, Marketing Strategy, Marketing Communications, Investment Management, Asset Managment, Strategic Planning, Investments, Equities, Fixed Income, Emerging Markets, Mutual Funds, Asset Allocation, Hedge Funds, Fund Of Funds, Portfolio Management, Alternative Investments
Education
University of Pennsylvania - The Lauder Institute 2002 — 2004
Master of Arts (MA)
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA)
Dartmouth College 1993 — 1997
Bachelor of Arts (BA)
CIR Reseach, LLC September 2010 - Present
SG Capital Management, LLC November 2004 - August 2010
Lazard Asset Management October 2002 - September 2004
Skills
Hedge Funds, Equity Valuation, Equities, Equity Research, Alternative Investments, Financial Statement..., Investment Analysis, Portfolio Performance..., Bottom-up Fundamental..., Portfolio Management, Financial Modeling, Business Analysis, GAAP Standards, DCF Valuation, Multiple Linear..., Linear Regression..., Investments, Finance, Bloomberg, Asset Management, Capital Markets, Fixed Income, Financial Analysis, Securities
Education
DePaul University
Bachelor of Science (BS), Economics
Connecticut College August 2014 - Present
GoldenTree Asset Management June 2015 - August 2015
Lazard Asset Management May 2014 - August 2014
MorseLife, Inc. January 2014 - March 2014
Skills
Economics, Mathematics, Stata, Management, Quantitative Analytics, Macroeconomics, Econometrics, SAS, Event Planning, Facebook, Marketing, Fundraising, Social Networking, Time Management, Spanish
Education
Connecticut College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Sophomore
Foxcroft School 2011 — 2012
Kent School 2008 — 2011
Lazard Asset Management June 2014 - Present
Sureview Capital May 2013 - May 2014
J.P. Morgan Asset Management March 2011 - May 2013
Deutsche Bank September 2009 - March 2011
Allianz Global Investors January 2008 - August 2009
Education
Columbia University in the City of New York 2005 — 2009
B.A.
The Ursuline School 1998 — 2005
Lazard Asset Management July 2010 - Present
AllianceBernstein 2001 - 2004
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance, Dean's List
Reale Consulting April 2014 - Present
FleurirABX, LLC June 2013 - Present
Woodcliff Health Capital May 2011 - May 2012
Kurron & Co. / Kurron Capital June 2009 - May 2011
Comprehensive NeuroScience 2002 - 2009
GE Equity 1998 - 2001
Lazard Asset Management 1994 - 1996
Skills
Financial Modeling, Due Diligence, Venture Capital, Mergers, Private Equity, Finance, Strategic Planning, Corporate Finance, Capital Markets, Strategy, Restructuring, Financial Analysis, Structured Finance, Start-ups, Investments, Entrepreneurship, Corporate Development, Leadership, Executive Management, Equities, Mergers & Acquisitions, Management, Investor Relations, Business Strategy
Education
Columbia Business School 1996 — 1998
MBA
Saint John's University 1988 — 1992
BS
Merrill Lynch October 2013 - Present
Merrill Lynch October 2011 - October 2013
Merrill Lynch April 2010 - October 2011
Lazard Asset Management August 2007 - November 2010
Skills
Microsoft Office, Microsoft Excel, VBA, Python, R, SQL, Financial Analysis, Data Analysis, Equities, Financial Risk
Education
New York University 2011 — 2013
MBA, Quantitative Finance, 3.83
Binghamton University - School of Management 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Nottingham 2006 — 2006
Macquarie Group August 2011 - Present
FBR September 2010 - August 2011
BNY Mellon September 2009 - September 2010
Columbia Business School August 2008 - May 2010
Lazard Asset Management June 2009 - July 2009
Limited Brands (NYCO Division) May 2001 - January 2008
PricewaterhouseCoopers June 1999 - May 2001
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Columbia University in the City of New York 1995 — 1999
BA, Economics
China Securities Regulatory Commission March 2014 - June 2014
Lazard Asset Management December 2010 - March 2014
Halbis Capital Management June 2010 - August 2010
Levy Economics Institute of Bard College June 2008 - August 2008
Skills
Emerging Markets, Bloomberg, Fixed Income, Derivatives, Asset Management, Capital Markets, Investments
Education
Massachusetts Institute of Technology 2014 — 2015
Master of Finance - Sloan School of Management
Bard College 2007 — 2011
Bachelor of Arts, Mathematics; Economics
Raffles Junior College 2005 — 2006
The Chinese High School 2002 — 2004
The Blackstone Group L.P. / GSO Capital Partners LP July 2010 - Present
Jane Street Holding June 2009 - June 2010
MERRILL LYNCH & CO., INC November 2008 - June 2009
CHALKSTREAM CAPITAL GROUP September 2008 - January 2009
DIAMOND LAKE INVESTMENT GROUP LP November 2007 - August 2008
Carlyle-Blue Wave Partners Management, L.P. January 2007 - August 2007
AMARANTH GROUP INC June 2003 - December 2006
Lazard Asset Management September 2001 - March 2003
American Data Services, Inc. August 2000 - September 2001
UBS PaineWebber October 1999 - August 2000
Skills
Due Diligence, Hedge Funds, Securities, Derivatives, AML, Contract Negotiation, Start-ups, Anti Money Laundering, Software Documentation
Education
Loyola University Chicago 2015 — 2017
Master’s Degree, Master of Jurisprudence in Business Law
National Regulatory Services 2014 — 2014
Certificate, Investment Adviser Core Compliance Program
Adelphi University 1996 — 2000
B.A, English Literature
Queens College
Certification, ABA Approved Lawyers Assistant Program
Maury People Sotheby's International Realty March 2007 - Present
Lazard Asset Management 1999 - 2001
Morgen Walke 1998 - 1999
AllianceBernstein 1996 - 1998
Education
Boston College 1991 — 1995
Baruch College, Zicklin School of Business January 2015 - Present
Client Lifecycle Solutions LLC, Client Lifecycle Exchange® June 2012 - Present
Guggenheim Partners March 2011 - April 2012
Incorporated Village of Plandome Heights April 2005 - March 2012
Cutwater Asset Management (aka MBIA Asset Management) November 2009 - January 2011
S C O P E 2005 - 2010
Bear Stearns Asset Management / JPMC September 2007 - March 2009
Deutsche Asset Management March 2001 - August 2007
Morgan Stanley Investment Management 2000 - 2001
Lazard Asset Management 1994 - 2000
Skills
Entrepreneurship, Process Improvement, Risk Management, Strategy, CRM, Staff Development, Management, Marketing Management, Asset Management, Leadership, Engaging Public Speaker, Superior Client Service, Problem Solving, GIPS Compliance, Internal Audit, Project Management, Collaborative Leadership, Strengthening Client..., Collateral Management, New Business Development, Policy Writing, Data Management for..., Department Budgeting, RFP Management, Fixed Income, Sales, Chief of Staff, Chief Administrative..., New Business..., Lean Disruptive Thinking, Relationship Management, Public Speaking, Financial Modeling, Executive Management, Team Building, Training, Securities, Policy, Team Leadership, Vendor Management, Business Analysis, Private Equity, Cross-functional Team..., ETFs, Operations Management, Disruptive Technologies, Mentoring, Institutional..., Mergers, Research
Education
Baruch College, Zicklin School of Business, MBA Business Policy
MBA, Business Policy & Strategy; BA in Communications from Hunter College
The Landmark Curriculum for Living 2014 — 2015
Effective Communication & Interpersonal Relations
Entrepreneurship - Hofstra University 2012 — 2013
Entrepreneurship/Entrepreneurial Studies, Won First Prize - Best Business Plan, Capital One Bank
Founder Institute - New York Division
Entrepreneurial and Small Business Operations
Claritas Investment Certificate
Claritas® Investment Certificate, CFA Institute ID #6916469, Asset Management
Project Management - Hofstra University
Project Management Courses
City University of New York-Hunter College
Bachelor's degree, Communications Major, Education Minor
Dale Carnegie Leadership Course - Lazard
Six Sigma Green Belt - Deutsche Bank
Lazard Asset Management January 2009 - Present
Lazard Asset Management February 2005 - January 2009
Lazard Asset Management April 2003 - February 2005
Lazard Asset Management January 1997 - April 1999
Time Warner Inc. 1986 - 1994
Bain & Company June 1985 - August 1985
The New York Times 1983 - 1984
The New York Times 1979 - 1983
NBC 1978 - 1979
Skills
Client Service, Editing, Asset Management, Institutional, Investment Advisory, Marketing Communications, Asset Managment, Institutional..., Investment Strategies, Portfolio Management, Investments, Endowments, Hedge Funds, Alternative Investments, Asset Allocation, Investment Management, Client Services, Equities
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
University of London 1975 — 1978
BA- Double Honours, History/History of Art
Smith College 1973 — 1975
History/Hisory of Art
Holton-Arms
Lazard Asset Management August 2014 - Present
Barclays Capital May 2012 - July 2014
UBS AG August 2011 - May 2012
Sorin Capital Management LLC May 2006 - September 2007
Ernst & Young January 2005 - May 2006
Education
University of Michigan 2009 — 2011
MS, Financial Engineering
Queens College 2003 — 2004
Bachelor, Accounting
Binghamton University 1999 — 2003
Bachelor, Computer Science
UBS Wealth Management July 1997 - Present
Desai Capital Management February 1993 - July 1997
Lazard Asset Management 1988 - 1993
Skills
Fixed Income, Asset Management, Equities, Financial Markets, Hedge Funds, Investments, Capital Markets, Investment Banking, Alternative Investments, Wealth Management
Education
City University of New York-Baruch College 1985 — 1989
Bachelor of Business Administration (BBA), Fiance
Lazard Asset Management May 2010 - Present
Northern Trust Investments May 2008 - April 2010
Rydex Investments July 2000 - May 2008
Rydex 2000 - 2008
Education
American University - Kogod School of Business 1996 — 1999
BS, Finance
Joseph A. Kurkcu February 2015 - Present
Lazard Asset Management September 2006 - February 2015
Bear Stearns Asset Management 2005 - 2006
Invesco Ltd. 2003 - 2005
UBS 2002 - 2003
Citi 1992 - 2002
Citi 1988 - 1992
Prudential Bache Securities 1982 - 1984
Skills
AML, Securities, Asset Management, Portfolio Management, Investments, Risk Management, Business Process, Auditing, Fixed Income, Investment Advisory, Finance, Banking, Alternative Investments, Hedge Funds, Equities, Anti Money Laundering, Mutual Funds
Education
Hunter College
BS, Accounting
Lazard Asset Management February 2014 - Present
Gottex Fund Management January 2012 - January 2014
UBS Investment Bank June 2010 - January 2012
Sidley Austin October 2007 - October 2009
ICTY January 2007 - May 2007
Stone Pigman Walther Wittmann LLC June 2005 - August 2005
Phelps Dunbar LLP June 2003 - August 2003
Ministere de l'Education Nationale August 2002 - May 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP July 2001 - August 2002
Skills
Hedge Funds, Litigation, Derivatives, Trading, Mutual Funds, Securities Regulation, Corporate Governance, Fund Of Funds, Private Equity, Investment Banking, Alternative Investments, Capital Markets, Securities
Education
Boston College Law School 2004 — 2007
Juris Doctor, Law
New York University 2003 — 2004
Master of Arts, Politics - International Relations
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts, Political Science
Rocket Fuel Inc. January 2015 - Present
Symphony Commerce 2013 - 2014
ovni 2012 - 2014
Cambridge Associates July 2008 - October 2012
Lazard Asset Management June 2007 - September 2007
Skills
Venture Capital, Financial Modeling, Product Management, Entrepreneurship, Start-ups, Business Strategy, Business Development, Creative Strategy, Valuation, Portfolio Management, Private Equity, Project Management, Strategic Planning, Asset Managment, Hedge Funds, Management Consulting, Data Analysis, User Experience Design, Web Development, Software Development, Hiring, Talent Acquisition, Microsoft Excel, JavaScript, SQL, Product Design, HTML, CSS, Financial Technology, Consulting, Start-up
Education
Stanford University
Bachelor of Science (BS)
Amherst College
Lazard Asset Management June 2013 - Present
The Hartford June 2012 - August 2012
Rosicki Rosicki and Associates December 2009 - August 2011
James Alcorn School January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Sky Business Centres May 2007 - August 2007
Skills
Financial Markets, Asset Allocation, Microsoft Excel, Marketing Strategy, Legal Research, Management, Leadership, Series 7
Education
Baruch College 2011 — 2013
MBA, Finance and Investments
Villanova University 2005 — 2009
Bachelor of Arts, History
Wilkinson O'Grady Global Asset Management September 2012 - Present
IDG Enterprise April 2010 - August 2012
Colchester Global Investors, Inc August 2009 - December 2009
Lazard Asset Management October 2007 - August 2009
Lazard Asset Management October 2006 - October 2007
J&W Seligman Inc. December 2005 - October 2006
Skills
Management, Analysis, Marketing
Education
Bentley University
Bachelor of Science, Marketing
Allianz Global Investors US 1996 - Present
Lazard Asset Management November 1991 - July 1996
J.P. Morgan Asset Management November 1987 - October 1991
Lord, Abbett & Co. LLC June 1981 - September 1987
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA
Pace University 1973 — 1977
BBA
US Securities and Exchange Commission, September 2012 - Present
FINRA January 2010 - September 2012
Integral Guardianship Services May 2009 - November 2009
Cohen Tauber Spievack & Wagner LLP August 2008 - December 2008
Lazard Asset Management May 2007 - August 2007
Hon. Herbert Kramer, Supreme Court, Kings County May 2006 - August 2006
FXCM 2005 - 2005
Skills
Securities Regulation, FINRA, Securities, Investigations, Broker-Dealer Compliance
Education
Brooklyn Law School 2005 — 2008
J.D., Law
Yeshiva University 2003 — 2006
Semicha (Rabbinic Ordination), Talmud
Yeshiva University 2000 — 2004
B.A., Economics
Kerem B'yavneh 1998 — 2000
Talmudical Academy 1985 — 1998
Neuberger Berman July 2014 - Present
Per Scholas Technical Institute May 2014 - July 2014
Per Scholas Technical Institute January 2014 - May 2014
Easton Capital Investment Group August 2012 - December 2013
Lazard Asset Management June 2012 - August 2012
Union Square Hospitality Group March 2012 - May 2012
Hearst Magazines July 2011 - December 2011
Skills
CompTIA A+ Certification, Customer Service, Troubleshooting, Mobility Management, Windows 7, Windows XP Pro, Management, Administration, Social Networking, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Spanish, Executive..., Accounts Payable, Data Entry, Event Management, Fundraising
Education
City University of New York-Hunter College
Bachelor of Arts (BA), Psychology
Per Scholas Technical Institute
Lazard Asset Management July 2014 - Present
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Mathematical Economics
J.P. Morgan Asset Management July 2014 - Present
Manolakakis Family Groves LLC June 2014 - Present
J.P. Morgan May 2010 - July 2014
Lazard Asset Management October 2008 - May 2010
Deutsche Bank August 2007 - September 2008
AllianceBernstein LP December 2005 - August 2007
UBS Wealth Management Inc. July 2005 - November 2005
Bank Julius Baer & Co. September 2003 - June 2005
Credit Suisse First Boston LLC September 1997 - September 2003
ABN AMRO Securities Inc. March 1996 - September 1997
Skills
Middle Office, Equities, Financial Services, Fixed Income, Back Office, Portfolio Management, Asset Managment, Trading, Asset Management, Prime Brokerage, Alternative Investments, Operational Risk..., Product Management, Hedge Funds, Business Process..., Operations Management, Bloomberg, Data Management, Project Management, Settlement, Vendor Management, Derivatives, Trading Systems, Onboarding, Mutual Funds, Risk Management, Account Reconciliation, CRM, Corporate Actions, Fund Administration, Global Custody, Client Reporting, Client Service, Trade Management, Transaction Lifecycle..., Offshore Outsourcing, Portfolio Accounting, Reconciliations, Regulatory Compliance, Third Party Vendors, Client Relationship..., Outsourcing, Relationship Management, Reference Data, Private Banking, Wealth Management, Offshoring, Fund Accounting, ETFs
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A., Finance and Investments, Economics
Lazard Asset Management June 2015 - August 2015
Scarsdale Parks, Recreation, & Conservation July 2014 - August 2014
Skills
Java, Bloomberg API, Visual Basic, Microsoft Office, Scala, Racket, Ableton Live, Pure Data, Teaching, Autodesk Maya, OCaml, Matlab, Microsoft Excel
Education
Brown University 2013 — 2016
Applied Mathematics
The University of Edinburgh
Study Abroad Program
The Johns Hopkins University 2012 — 2013
Physics
Scarsdale High School 2008 — 2012
High School
Columbia University in the City of New York
Engineering Design Via Community Service Projects
Brown University
Summer@Brown, Number Theory
BlackRock June 2012 - Present
BlackRock September 2009 - May 2012
Lazard Asset Management June 2008 - August 2008
Strategic Wealth Management Group May 2007 - December 2007
ARJ Investment Partners July 2007 - September 2007
Skills
Equity Research, Equities, Investments, Portfolio Management, Buy-side
Education
Florence University of Arts 2009 — 2009
Photography
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Finance & Investments
Bronx HS of Science 2001 — 2005
Lazard Asset Management June 2009 - Present
Fleet Lease Remarketing July 1999 - December 2010
Cathedral Consulting Group January 2009 - May 2009
The King's College 2005 - 2009
Lazard Asset Management June 2008 - August 2008
Skills
C#, ASP.NET MVC, Web Development, AngularJS, XSL, HTML, jQuery, SQL, JavaScript, Microsoft SQL Server, Python, Node.js, SQL Database Design, SDL Tridion WCMS, HTML + CSS, Software Development, .NET
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
MS, Computer Science
The King's College 2005 — 2009
BS, Business Management
Arizona State University 2003 — 2005
BS (incomplete), Computer Science
J.P. Morgan June 2014 - Present
Hess Corporation September 2013 - May 2014
The Blackstone Group February 2013 - September 2013
Vivere January 2010 - February 2013
Lazard Asset Management March 2004 - January 2009
Morgan Stanley September 1998 - February 2004
Skills
Marketing Strategy, Marketing, Marketing Communications, Leadership, Event Planning, Event Management, Sales, New Business Development, Corporate Communications, Corporate Branding, Public Relations
Education
Columbia University in the City of New York
BA, Spanish Language and Literature
Lazard Asset Management September 2011 - Present
Puresearch LLC October 2009 - September 2011
Credit Suisse March 2003 - May 2009
Credit Suisse First Boston February 1997 - March 2003
Morgan Stanley July 1987 - February 1997
Skills
New Business Development, Latin American markets, Pension Funds, Alternative Investments, Relationship Management, Capital Markets, Institutional Sales, Hedge Funds, Equities, Asset Management, Emerging Markets, Investments
Education
Columbia University - School of International and Public Affairs 1985 — 1987
Masters in International Affairs, International Finance and Banking
Middlebury College 1980 — 1984
Bachelor of Arts, Political Science, Cum Laude
Institut d'Etudes politiques de Paris / IEP Paris 1982 — 1983
CEP: certificat d'etudes politiques, International Relations and Affairs, 4.0
NVRHS
Qubit. April 2015 - Present
Qubit. September 2014 - April 2015
Cognoscere Consulting October 2012 - June 2014
Diageo January 2014 - January 2014
Lazard Asset Management July 2013 - August 2013
Decision Economics, Inc. November 2011 - July 2012
Skills
Econometrics, Data Analysis, Stata, Microsoft Excel, Community Outreach, Management, Business Development, Social Media
Education
London School of Economics and Political Science 2012 — 2014
Master's degree, Management
Brown University 2007 — 2011
Bachelor of Arts (BA), Economics
Miss Porter's School 2003 — 2007
High School
Santander Bank, N.A. November 2013 - Present
Lazard Asset Management June 2012 - September 2012
Skills
Microsoft Office
Education
Dartmouth College 2009 — 2013
Dartmouth College 2009 — 2013
Cambridge Associates July 2014 - Present
Cambridge Associates January 2014 - Present
Cambridge Associates January 2014 - June 2014
Cambridge Associates June 2012 - December 2013
US Securities and Exchange Commission July 2011 - August 2011
Lazard Asset Management June 2010 - August 2010
Genovese Joblove & Battista, P.A. May 2009 - August 2009
Ford & Harrison LLP June 2008 - August 2008
Whip 'n Dip Ice Cream Shoppe August 2006 - August 2008
Skills
Economics, Financial Modeling, Valuation, Research, Hedge Funds, Asset Management, Finance, Financial Services, Investment Advisory, Investment Consulting, Marketing, Client Service, Pension Funds, Endowments, Liability Driven..., Private Equity, Venture Capital, Credit, Derivatives, Legal Research
Education
Columbia University in the City of New York
BA
University of Oxford 2010 — 2011
Gulliver Preparatory School 2006 — 2008
International Baccalaureate Bilingual Diploma
TD July 2014 - Present
TD Securities April 2012 - Present
MF Global May 2010 - November 2011
Bank of America March 2003 - May 2010
Lazard Asset Management May 2000 - February 2003
UBS Investment Bank 1997 - 2000
Airborne Express 1992 - 1997
Education
Cornell University 2000 — 2002
MPS, School of Industrial Labor Relations
State University of New York College at Oswego 1987 — 1991
BS; Business Administration, Human Resources Management
Columbia University in the City of New York
Executive Education in Change Leadership
BlackRock January 2014 - Present
BlackRock July 2011 - December 2013
ISI Group March 2009 - August 2009
Lazard Asset Management July 2008 - January 2009
Skills
Quantitative Analytics, Portfolio Management, Equities, Valuation, Economics, Investments, Strategy, Trading, Hedge Funds, Derivatives, Risk Management, Matlab, SQL, Financial Markets, Mergers & Acquisitions, Python, HTML, CSS, JavaScript
Education
Massachusetts Institute of Technology 2010 — 2011
MFin, Finance
Duke University 2004 — 2008
B.S, Economics (BS), Political Science (BA), Chinese (Minor)
Capital Normal University 2006 — 2006
Chinese
Peking University 2005 — 2005
Chinese
Lazard Asset Management July 2015 - Present
Talener 2014 - July 2015
Prestone Products Corporation May 2013 - August 2013
Deutsche Bank April 2013 - May 2013
Colgate University October 2011 - December 2012
Trinchero Family Estates June 2012 - August 2012
Colgate University January 2010 - May 2012
PCA June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Data Analysis, Management, Marketing, Microsoft Word, Facebook, Public Speaking, Social Media, Community Outreach, Editing, Customer Service, Project Planning, Time Management, English, Teaching
Education
Colgate University 2010 — 2014
Economics and Political Science
RBC Wealth Management March 2010 - October 2011
RBC Dain June 2005 - September 2009
Lazard Asset Management November 2000 - June 2005
American Express Finacial Advisors September 1999 - December 2000
American Express December 1999 - September 2000
Commonwealth Equity Services June 1998 - August 1998
European Commission January 1998 - March 1998
European Union January 1997 - August 1997
Skills
Asset Allocation, Equities, Insurance, Investments, Management, Mutual Funds, Risk Management, Series 7, Wealth Management, Series 63, Portfolio Management, Customer Service, Sales
Education
Bentley University 1995 — 1999
Finance
Vesalius University 1997 — 1997
French
Kings wood oxford 1993 — 1995
Highscool
A.C.S. Highschool 1989 — 1992
US Securities and Exchange Commission July 2012 - Present
Lazard Asset Management September 2010 - July 2012
Ropes & Gray LLP September 2007 - September 2010
Skills
Securities Regulation, Securities, Corporate Law, Corporate Governance, Due Diligence, Legal Research, Legal Writing, Hedge Funds, Alternative Investments, Mutual Funds, Capital Markets, Investment Management, Cross-border..., Intellectual Property, Corporate Finance, Investments, Investment Advisory
Education
The George Washington University Law School 2004 — 2007
J.D.
Boston University 1999 — 2003
B.A., Philosophy
Bronx High School of Science 1995 — 1999
Fordham University June 2012 - Present
WASHINGTONVILLE HOUSING ALLIANCE January 2011 - November 2011
RTTS September 2005 - January 2011
HSBC 1995 - 1997
Lazard Asset Management 1991 - 1995
Wertheim Schroder & Co. 1983 - 1991
Skills
Process Improvement, Financial Reporting, Financial Analysis, Investments, Portfolio Management, Accounting, Equities, Management, Cash Flow, Accounts Payable, Internal Audit, Accounts Receivable, Analysis, Auditing, Budgets, General Ledger, Payroll, Financial Statements, Business Analysis
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Baruch College, City University of New York (CUNY)
BBA, Finance
Bloomberg LP July 2014 - Present
Bloomberg LP 2013 - 2014
Bloomberg LP 2010 - 2013
S&P, Janus, El Paso PIV, Texas Macro One, Others 2009 - 2010
IG Markets 2007 - 2009
Citigroup 2006 - 2007
Lazard Asset Management December 2002 - August 2003
Skills
Equities, Futures, Options, Delta One, Equity Derivatives, Trading System, Execution Consulting, Trading Systems, Electronic Trading..., Execution Management..., EMS, TCA, Transaction cost..., CEP, StreamBase, Apama, Proxy Voting, RFQ, VBA, C, C++, Java, listed asset classes, Corporate Actions, Impact model, trading impact, Trading, Derivatives, Electronic Trading, SOR, Bloomberg
Education
SII 2007 — 2007
Chartered member in Securities and Derivatives, Finance, General
Cass Business School 2005 — 2006
MSc Management, Management and Finance, Distinction
University of Sunderland 2000 — 2006
BA/BSc (Hons), Business and Computer Science
Macquarie University 2002 — 2003
BA/BSc, Business and Computer Science
Scuola Europea 1988 — 2000
High School
DelMorgan & Co. August 2013 - December 2014
Independent Consultant 2012 - July 2013
Aramark January 2011 - January 2012
Duff & Phelps Securities, LLC January 2006 - October 2008
Standard & Poor's / Duff & Phelps Securities, LLC January 2002 - December 2005
AT&T April 2001 - December 2001
Lazard Asset Management July 1999 - September 1999
GCI Group May 1998 - August 1998
Conde Nast Publications, Inc. February 1993 - May 1998
Education
Cornell University - S.C. Johnson Graduate School of Management 1998 — 2000
MBA, Finance
University of California, Los Angeles
B.A., Sociology
AllianceBernstein May 2011 - Present
International Fund Services March 2010 - May 2011
State Street Bank August 2008 - March 2010
Lazard Asset Management November 2005 - August 2008
PFPC, INC July 2004 - November 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Bloomberg, Equities, Alternative Investments, Mutual Funds, Securities, Derivatives, Asset Managment, Bonds, Financial Analysis, Investments, Investment Management, Asset Allocation, Banking, Asset Management, Fund Administration
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Master of Business Administration (MBA), Economics and Finance
Rowan University 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Specialization in Finance
Semper Capital Management September 2005 - Present
Bayview Financial May 2003 - September 2005
HSBC Bank USA 2001 - 2003
Lazard Asset Management July 1999 - March 2001
Skills
Portfolio Management, Financial Risk, Market Risk, Investment Properties, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Alternative Investments, Bonds, Investments, Derivatives, Equities, Valuation
Education
Columbia University in the City of New York 1995 — 1999
BA
Deloitte 2010 - December 2011
Lazard Asset Management 2005 - 2009
Skills
Business Strategy, Consulting, Investment Management, Investor Relations, Marketing, Financial Modeling, Due Diligence, Emerging Markets, Business Development, Financial Services, Strategy
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
James Madison University
BBA
Lazard Asset Management May 2005 - Present
Skills
Excel, Bloomberg Terminal, Factset, Thomson One, LatentZero, Portia, Bloomberg, Fidessa, Buy-side, Equities, Benchmarking, Trading, Investment Management, Fixed Income, MSCI Indices, Financial Analysis, Financial Modeling, Separately Managed..., Unified Managed Accounts, Equity Trading, FX Hedging, Value Investing, Investments, Securities, Portfolio Management
Education
Colgate University 2000 — 2004
Bachelor of Arts (AB), History
Northern Valley Regional High School at Demarest 1996 — 2000
IBM January 2014 - Present
Ecteon, Inc. February 2001 - January 2014
Ecteon, Inc. 2008 - 2012
XWare Inc. 1998 - 2001
Goldman Sachs 1997 - 2000
Lazard Asset Management 1993 - 1997
Skills
Program Management, SaaS, Contract Management, Software Project..., Microsoft SQL Server, XML, VB.NET, IIS, Software Development, Windows Server, Databases, Project Management
Education
Columbia University in the City of New York 1997 — 1998
Software Engineering Certificate, Computer Software Engineering
Carleton College 1987 — 1991
Bachelor's degree, Classical Languages, Mathematics
Hewlett-Packard July 2015 - Present
Dell May 2014 - August 2014
Johnson & Johnson - Wellness & Prevention March 2014 - May 2014
RIMES Technologies August 2012 - July 2013
RIMES Technologies April 2011 - July 2012
RIMES Technologies April 2010 - March 2011
Lazard Asset Management July 2007 - May 2009
Skills
Data Analysis, Product Marketing, Business Analysis, Project Management, Cross-functional Team..., Client Relations Skills, Creative Problem Solving, Communication Skills, Business Strategy, PHP, MySQL, HTML, CSS, Microsoft Excel, Business Development, Market Research, Strategic Planning, Product Management, Leadership, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing and Strategy
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General, 3.68
Lazard Asset Management July 2002 - Present
Lazard Asset Management October 2000 - June 2002
Schulte Roth & Zabel LLP 1997 - 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1994 — 1997
JD
Yeshiva University 1990 — 1994
BA
ITG November 2009 - Present
Rosen Consulting Group 2007 - 2009
Lazard Asset Management 2002 - 2006
OFFITBANK 1989 - 2002
Salomon Brothers 1982 - 1989
Data Resources Inc 1979 - 1982
Skills
Hedge Funds, Blogging, Asset Managment, Alternative Investments, Fixed Income, Economics, Equities, Asset Management, Portfolio Management, Securities, Investments, Bloomberg, Financial Markets, Capital Markets, Equity Research, Trading, Derivatives, Options, Asset Allocation, Bonds, Emerging Markets, FX Options, Quantitative Analytics, Valuation
Education
Columbia University in the City of New York 1976 — 1977
MA, Economics
New York University 1972 — 1976
BA, Economics
DeWitt Clinton HS 1968 — 1972
Adaptive Insights April 2015 - Present
Adaptive Insights July 2014 - April 2015
HOSTING December 2013 - July 2014
Rivet Software November 2012 - December 2013
Rivet Software August 2012 - November 2012
Rivet Software April 2010 - August 2012
Rivet Software July 2008 - April 2010
EKS&H October 2007 - April 2008
OECD June 2007 - August 2007
Lazard Asset Management March 2005 - June 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Analysis, Accounting, Research, Management, Training, Auditing, Portfolio Management, Banking, Business Analysis, Strategic Financial..., Valuation, XBRL, Agile Methodologies, Testing, Process Improvement, Agile Methodolgy, Start-ups, Business Process..., Business Intelligence, Strategy, Team Leadership, SaaS, Consulting, Cross-functional Team...
Education
University of Denver - Daniels College of Business 2006 — 2008
Master of Business Administration (MBA), International Business
University of Denver 2006 — 2008
M.A., Global Finance, Trade and Economic Integration
Boston College 1996 — 2000
BS, Finance
Lazard Asset Management 2011 - Present
Wellington Management 2010 - 2011
Wellington Management 2006 - 2010
Wellington Management 2004 - 2006
State Street 2003 - 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, magna cum laude
Stonehill College
Bachelor of Science
Lazard Asset Management September 2005 - Present
Wellington Management Company, LLP 2003 - 2005
Education
Boston University 2001 — 2003
Masters, Music - Voice
Ithaca College 1995 — 1999
Bachelor, Music - Voice
Princeton Financial Systems March 2000 - Present
Lazard Asset Management 1990 - 2000
Education
City University of New York-Brooklyn College 1980 — 1984
Rutgers University-New Brunswick
Van Eck Global January 2014 - Present
Columbia Business School March 2008 - Present
Sindex Financial Systems May 2010 - January 2014
Stern Family Management 2005 - 2009
Baker Street Capital Management 2003 - 2004
Tri-state Financial 2002 - 2003
J&W Seligman 1998 - 2000
Lazard Asset Management 1994 - 1998
Skills
Hedge Funds, Fixed Income, Equities, Asset Managment, Portfolio Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Investments
Lehigh University 1990 — 1994
BS, Finance
CFA Institute
CFA, CFA Charterholder
Avenue Capital Group April 2012 - Present
Cohen & Steers January 2010 - April 2012
Ameriprise Financial, Inc. (formerly J. & W. Seligman & Co. Incorporated) May 2006 - December 2009
Lazard Asset Management January 2006 - April 2006
Liberty Mutual May 2004 - May 2005
Morgan, Lewis & Bockius LLP 2000 - 2002
Education
Boston College Law School 2002 — 2005
Doctor of Law (JD)
Georgetown University 1996 — 2000
BS, Foreign Service
The Nichols School 1993 — 1996
Bain & Company August 2014 - Present
Bain & Company September 2011 - July 2014
Bain & Company May 2010 - August 2010
Lazard Asset Management October 2005 - August 2009
Merrill Lynch Global Private Client August 2004 - September 2005
Southampton Fresh Air Home June 2000 - August 2005
Locust Valley Central School District August 2003 - June 2004
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Virginia 2001 — 2003
MA, Special Education
University of Virginia 1998 — 2002
BA, Government
Oppenheimer & Co. July 2006 - Present
Oppenheimer & Co. 2006 - Present
Bank of New York Mellon 2004 - 2006
Lazard Asset Management 2001 - 2004
Education
Cambridge College 1997 — 1999
MA, Management
Boston University 1983 — 1988
B.Sc., Professional Studies
KKR July 2012 - Present
Lazard Asset Management March 2010 - July 2012
Deutsche Bank July 2006 - January 2009
Perkins Eastman 2004 - 2006
Education
Columbia University in the City of New York 1996 — 2000
Deloitte & Touche LLP 2000 - Present
Brown Brothers Harriman 1998 - 2000
Lazard Asset Management 1996 - 1998
Dreyfus March 1994 - May 1996
Skills
Private Equity, Risk Management, Management Consulting, Financial Services, Hedge Funds, Enterprise Risk..., Due Diligence, Financial Risk, Mutual Funds, Corporate Finance, Process Improvement, Change Management, Business Process...
Education
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Heartbeat Experts November 2009 - Present
Morgan Stanley August 2005 - August 2007
Lazard Asset Management April 2002 - June 2005
Skills
Business Analysis, SQL, Data Warehousing, Business Intelligence, Requirements Analysis, SDLC, Visio, Microsoft SQL Server, Oracle SQL, Project Management, Quality Assurance, Vendor Management, Microsoft Excel
Education
DeVry University 2001 — 2002
Bachelor of Technology (B.Tech.), Information Technology
SUNY Stony Brook 1995 — 1999
Bachelor's degree, Geological and Earth Sciences/Geosciences
The Blackstone Group February 2008 - Present
Interpublic Group February 2006 - July 2007
Lazard Asset Management October 2005 - January 2006
McCann Worldgroup April 2003 - September 2005
DoubleClick 1999 - 2001
Education
Barnard College 1994 — 1998
Bachelor's degree, Political Science and Government
JAT Capital September 2008 - June 2013
Carlyle Blue Wave Partners April 2007 - July 2008
Shumway Capital June 2003 - April 2007
Lazard Asset Management August 1998 - June 2001
Skills
Alternative Investments, Equity Research, Equities, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
University of Pennsylvania 1994 — 1998
BA, Economics and International Relations
BTIG, LLC December 2011 - Present
AQR Capital Management September 2006 - December 2011
SEI Investments August 2005 - September 2006
Lazard Asset Management June 2004 - August 2005
Skills
Series 7, Hedge Funds, Securities, Investments, Valuation, FX Options, Bonds, Account Reconciliation, Prime Brokerage, Corporate Actions, Accounting, Back Office, Business Analysis, Alternative Investments, Fixed Income, Derivatives, CDS, Options, Collateral Management, Equity Derivatives, ETFs, Asset Allocation, Equities, Bloomberg, Mutual Funds, Trading Systems, Financial Analysis, Trading, Asset Management, Finance
Education
Drexel University 1999 — 2004
B.S. in Business Administration, Concentration in Economics
Drexel University - LeBow College of Business 1999 — 2004
State Street Bank August 2008 - Present
Lazard Asset Management June 1993 - August 2008
Skills
Fixed Income, Equities, Asset Management, Alternative Investments, Hedge Funds, Investments, Mutual Funds, Bloomberg, Portfolio Management, Derivatives, Asset Allocation, Securities, Investment Management, Capital Markets, Trading Systems
Education
Adelphi University 1994 — 1997
Masters in Business Administration, Management
Molloy College 1989 — 1991
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
The Youth Success Network, LLC (TYSN) January 2013 - Present
SMBC Securities Inc September 2010 - July 2012
Barclays Capital January 2009 - September 2010
Matthews International Capital Management July 2006 - September 2007
Lazard Asset Management July 2003 - July 2006
Citigroup Asset Management November 1993 - April 2003
Citigroup Asset Mgmt 1993 - 2003
SG Warburg & Co 1990 - 1993
SG Warburg & Co 1990 - 1993
SG Warburg & Co 1990 - 1993
Education
California State University-Los Angeles 1975 — 1980
Bachelor of Arts (BA), Psychology/Child Developement
Teach For America January 2001 - January 2003
Lazard Asset Management September 1996 - September 2001
Bain & Company June 1994 - September 1996
Morgan Stanley July 1990 - June 1993
Skills
Fundraising, Public Speaking, Event Planning, Strategic Planning, Customer Service, Community Outreach, Program Management, Social Media, Program Development, Capacity Building, Leadership Development, Microsoft Office, Volunteer Management, Team Building
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Brown 1986 — 1990
Bachelor's degree
Lazard Asset Management TraderLazard2005 - Present
Education
Drew University 2001 — 2005
Lazard Asset Management September 2014 - Present
Van Eck Global September 2009 - September 2014
Education
Boston University Questrom School of Business 2005 — 2009
BS, Finance, Economics
Cushman & Wakefield March 2010 - Present
Thomson Reuters February 2008 - February 2010
Lazard Asset Management May 2007 - August 2007
Education
Boston University 2004 — 2008
B.S., Finance and Accounting
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Finance and Accounting, Minor in Economics
Lazard Asset Management 1996 - Present
Lazard 1996 - Present
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Stock Picking, Fixed Income, Asset Allocation, Private Equity, Investments, Financial Markets, Investment Advisory, Investment Strategies, Due Diligence
Education
Brandeis University 1990 — 1994
Bachelor of Arts (BA), Economics
Madison Investment Advisors 2011 - Present
NorthRoad Capital Management 2002 - Present
Lazard Asset Management 1997 - 2002
Skills
Asset Allocation, Asset Management, Wealth Management, Investment Strategies, Investment Advisory, Investments, Mutual Funds, Equities
Education
Colgate University
Bachelor of Arts (BA)
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Neuberger Berman October 2005 - Present
Lazard Asset Management December 2003 - October 2005
Bank of New York Mellon September 2000 - November 2003
Education
City University of New York-College of Staten Island 1996 — 2000
BS, Management
Lazard Asset Management May 2013 - Present
Lazard Asset Management March 2010 - May 2013
Imperial Lakes Country Club September 2009 - February 2010
Northwestern Mutual September 2008 - May 2009
Skills
Investments, Management, Financial Services, Asset Management, Bloomberg, Mutual Funds, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Investment Banking, Insurance, Sales, Wealth Management, Retirement Planning, Marketing Strategy, Microsoft Office, Business Strategy, Strategic Planning, Research, Market Research, Business Analysis, Social Media, Portfolio Management, Separately Managed..., Securities, Finance
Education
Champlain College 2005 — 2009
Bachelor's, Business Management & Finance
Neuberger Berman September 2008 - Present
Lehman Brothers October 2005 - September 2008
Lazard Asset Management November 2003 - October 2005
Bank of New York Mellon September 2000 - November 2003
Skills
Asset Management, Mutual Funds, Financial Analysis, Corporate Finance
Education
City University of New York-College of Staten Island 1996 — 2000
BS, Business Management
Lazard Asset Management June 2011 - Present
International Asset Management July 2009 - April 2011
Citi 2004 - 2009
Lehman Brothers 1998 - 2002
Skills
Fixed Income, Hedge Funds, Equities, Alternative Investments, Investment Banking, Asset Managment, Asset Management, Investments
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania 1994 — 1998
BA
Stamford High School
Lazard Asset Management August 2011 - Present
Alphadyne Asset Management April 2010 - June 2011
Davidson Kempner Capital Management January 2007 - December 2009
Allianz Global Investors January 2002 - January 2007
Education
Boston College
Constellation Capital Management LLC 2009 - Present
Capital Guidance June 2003 - December 2008
Lazard Asset Management April 2001 - June 2003
GE Capital 1995 - 2001
JP Morgan 1989 - 1995
Skills
Hedge Funds, Risk Management, Portfolio Management, Fixed Income, Asset Management, Equities, Capital Markets, Alternative Investments, Financial Modeling, Private Equity, Derivatives, Valuation, Bloomberg, Investments, Investment Banking, Due Diligence, Options, Securities, Financial Markets, Corporate Finance, Mutual Funds, Trading
Education
Birla Institute of Technology and Science 1973 — 1978
B Tech, Mechanical Engineering
Indian Institute of Management, Calcutta
MBA, Finance
University of Illinois at Urbana-Champaign
Ph.D., Finance
Lazard Asset Management August 2013 - Present
Goldman Sachs August 1999 - August 2013
Skills
Personnel Management, HRIS, Human Resources, Strategy, Onboarding, Deferred Compensation, Analysis, Organizational Design, Executive Pay, Performance Management, Talent Acquisition, Organizational..., Management, Talent Management
Education
Hofstra University 1997 — 1999
M.A., I/O Psychology
State University of New York at Binghamton 1994 — 1997
B.A., Psychology
Lazard Asset Management June 1999 - Present
Education
Cornell University 1994 — 1998
Bachelor of Science (B.S.), Animal Sciences
Send Out Cards October 2008 - Present
Your New World Coaching January 2007 - Present
BNI 2007 - 2010
Lazard Asset Management 1976 - December 1998
Evaluation Asociates, Inc. 1976 - 1987
Skills
Public Speaking, Coaching, Social Networking, Personal Development
Education
Fordham Gabelli School of Business 1977 — 1979
MBA, Finance
New York University 1967 — 1969
MS, Speech Pathology
Adelphi University 1964 — 1967
BA, Speech Pathology
Ithaca College 1963 — 1964
Speech Pathology
Credit Suisse July 2002 - Present
Lazard Asset Management July 1998 - June 2002
Morgan Stanley October 1995 - July 1998
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
Lazard Asset Management May 2015 - Present
Barclays February 2011 - May 2015
HSH Nordbank January 2008 - February 2011
HSH Nordbank June 2006 - January 2008
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Series 7, Series 63, Series 86, Series 87, Corporate Finance, Finance, FINRA, Credit, Structured Finance
Education
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor, Finance
Brown Brothers Harriman May 2005 - Present
Lazard Asset Management October 2002 - May 2005
Towers Perrin July 1990 - October 2002
Skills
Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Endowments, Institutional Investors, Fixed Income, Asset Managment, Equities, Series 7, Investment Advisory, Mutual Funds, Series 63, Capital Markets, Investments
Education
Columbia University - Columbia Business School
MBA, finance
Iona College
Bachelor of Business Administration (BBA), Accounting and Finance
Brian Pessin August 2012 - Present
Lazard Asset Management January 1999 - July 2012
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Equity Research, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Trading, Series 7, Emerging Markets, Asset Allocation, Valuation, Private Equity, Investment Strategies, Buy-side, Financial Modeling, Mutual Funds
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
Cornell University 1989 — 1993
TIAA-CREF September 2013 - Present
CSG Investments (Beal Bank) 2009 - 2013
Jacques et Ines LLC 2007 - 2009
RBS Greenwich Capital 2004 - 2007
GE Capital 1999 - 2004
Lazard Asset Management 1993 - 1997
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Tufts University 1989 — 1993
BA
Kent School
Symphony Asset Management September 2009 - Present
BlackRock April 2007 - April 2009
Arden Asset Management May 2003 - April 2007
Lazard Asset Management September 2000 - May 2003
Skills
Alternative Investments, Fund Of Funds, Marketing, Hedge Funds, Asset Management, Institutional..., Client Services, Investment Management
Education
Duke University 1996 — 2000
BA, Public Policy, Economics
Deerfield Academy 1993 — 1996
American School in London
FinMason, Inc. October 2013 - Present
Badon Hill Asset Management January 2009 - October 2013
Lazard Asset Management 2007 - 2009
Badon Hill Asset Management 2004 - 2007
Wachovia Securities, LLC 1994 - 2004
Forum Capital Markets 1994 - 2000
Parallax Group 1992 - 1994
Management Asset Corp/Heine Management 1990 - 1992
Skills
Asset Allocation, Investment Management, Financial Risk..., Investment Advisory, Economic Modeling, Quantitative Finance, Statistical Programming, R, Equities, Special Situations, Arbitrage, Convertible Arbitrage, Credit Analysis, Equity Derivatives, Options, Programming Languages, Volatility Arbitrage, Long/Short Equity, Credit Derivatives, Fundamental Analysis, C++, Entrepreneurship, Financial Technology
Education
Dartmouth College 1986 — 1990
CFA Institute 1990 — 1993
Chartered Financial Analyst
The Lawrenceville School 1983 — 1986
Invesco Ltd. December 2009 - Present
Lazard Asset Management January 2007 - January 2011
Adobe Ranch Corp. 2007 - 2010
Nationwide Financial January 2001 - January 2007
Jackson National Life June 1996 - December 2000
Education
California State University-Northridge 1988 — 1993
Finance, Accounting and Finance
SimCorp November 2012 - Present
Lazard Asset Management October 2010 - October 2012
BNY Mellon February 2006 - July 2010
Eircom November 2002 - December 2004
Skills
Financial Services, Account Reconciliation, Accounting, Cash Management, Banking, Investments, Pricing, Currency, Hedge Funds, Bloomberg, Mutual Funds, Requirements Gathering, Back Office, Middle Office, Software Implementation, Requirements Analysis, Equities, Fixed Income, Derivatives, Settlement, Business Workflows, Financial Instruments, Financial Reporting
Education
Dublin Business School 2003 — 2004
ICM Diploma, Stock Market Trading
Dublin Business School 2001 — 2003
ICM Diploma, Business Studies & Management
Lazard Asset Management July 2000 - Present
Education
Columbia University in the City of New York 2005 — 2007
MA
Duke University 1996 — 2000
BA
Aspen Skiing Company November 1999 - Present
PGP & Associates 1993 - 2011
TIAA-CREF 1977 - 1992
Lazard Asset Management 1973 - 1977
Skills
Ski, Skiing, Sports, Tourism, Coaching, Hospitality, Resorts, Marketing Strategy, Online Advertising, Social Media Marketing, Social Media, Customer Service, New Business Development, Negotiation, Email Marketing, Event Management
Education
Hunter College 1987 — 1990
Pre-Med
CFA Institute (@ Univ. of Virgina)
Chartered Financial Analyst
New School University
Music
Baruch College
Banking, Corporate, Finance, and Securities Law
UNH 1961 — 1968
Bachelor of Science (BS); Master Studies, Science, Business and Economics
The Blackstone Group May 2014 - Present
Aetos Capital September 2007 - May 2014
Lazard Asset Management 2000 - 2007
Education
Duke University 1995 — 1999
BA, Economics
Quantum Capital Management September 2009 - September 2011
Lateef Investment Management June 2008 - March 2009
RCM Capital Management January 2001 - March 2008
Lazard Asset Management June 1999 - January 2001
Atalanta/Sosnoff Capital Corporation September 1998 - June 1999
Sanford C. Bernstein & Co, Inc. September 1996 - September 1998
Education
Boston College 1992 — 1996
B.S., Finance
Lazard Asset Management July 2012 - Present
UBS Wealth Management July 2010 - June 2012
UBS Wealth Management May 2009 - August 2009
Schindler Elevator Corporation May 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Bloomberg, Research, Equities, Investments, Portfolio Management, Social Media, Hedge Funds, Financial Analysis, Public Speaking, Management, Finance, Series 7
Education
Colgate University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Lazard Asset Management September 2006 - Present
Barclays May 2006 - June 2006
Joseph Gunnar & Co., LLC May 2005 - April 2006
Laidlaw & Co., LTD February 2004 - May 2004
Skills
Asset Management, Investments, Fixed Income, Bloomberg, Mutual Funds, Emerging Markets, Bonds, CDS, Hedge Funds, Bloomberg Terminal, Market Data, Institutional..., Corporate Governance, Financial Modeling, Alternative Investments, Financial Analysis, Back Office, Financial Services, Analysis, Data Analysis, Inventory Management, Proxy Voting, Financial Markets, Management, Valuation, Derivatives, Investment Strategies, Series 7, Equities, Portfolio Management, Securities, Finance, Investment Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Finance and Investments
Pershing Square Capital Management March 2012 - Present
JAT Capital Management, L.P. September 2011 - December 2011
Lazard Asset Management May 2011 - September 2011
Davidson Kempner European Partners, LLP August 2008 - April 2010
Davidson Kempner Capital Management October 2006 - August 2008
Schulte Roth & Zabel LLP September 2002 - October 2006
Office of Councilmember Andrew Eristoff 1998 - 1999
Skills
Hedge Funds, Securities Regulation, Due Diligence, Corporate Law, Alternative Investments, Corporate Governance
Education
University of Pennsylvania Law School 1999 — 2002
JD, law
Brandeis University 1988 — 1992
BA, English major; Philosophy and Creative Writing minor
Lazard Asset Management January 2014 - Present
Newgate Capital Management LLC September 2009 - April 2013
Deutsche Asset Management 1999 - 2009
Skills
Emerging Markets, Equities, Bloomberg, Portfolio Management, Mutual Funds, Equity Research, Analysis, Valuation, Investments, Financial Modeling, Investment Strategies
Education
Brandeis International Business School 2003 — 2005
MS Finance
Lineage Logistics December 2008 - Present
Seafreeze Cold Storage December 2008 - Present
Lazard Asset Management July 2002 - May 2006
Morgan Stanley August 2000 - June 2002
Skills
Business Strategy, Analysis, Supply Chain, Capital Markets, Private Equity, Logistics, Fundraising, Warehousing, Investments, Financial Modeling, Portfolio Management, Business Development, Cross-functional Team..., Valuation, Financial Analysis, Corporate Finance
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Boston College 1996 — 2000
BS, Finance
Lhoist North America, Inc January 2014 - Present
United States Marine Corps May 2005 - Present
Lhoist North America, Inc January 2012 - January 2014
Genband October 2010 - January 2012
S&P May 2003 - August 2003
Lazard Asset Management April 2000 - August 2003
Skills
Finance, Trading, Management, Analysis, Financial Analysis, Equities, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Risk Management, Strategy, Business Strategy, Due Diligence, Investments
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance
Boston College 1995 — 1999
BS, Finance and Economics
Phillips Exeter Academy
Atlantic Investment Management 2006 - Present
Lazard Asset Management 2004 - 2006
Credit Suisse First Boston 1999 - 2004
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lazard Asset Management/Alternative Investments 2010 - 2014
State Street Corporation 2008 - 2010
Lazard Asset Management December 1999 - 2008
The Chase Manhattan Bank 1997 - 1999
Dreyfus 1996 - 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
ClearBridge Investments May 2012 - Present
Madison Investment Advisors 2012 - May 2012
NorthRoad Capital Management LLC 2002 - 2011
Lazard Asset Management 1993 - 2002
Skills
Hedge Funds, Alternative Investments, Marketing, Equities, Asset Management, Investments, Series 7, Asset Allocation, Investment Management, Portfolio Management, Fixed Income, Mutual Funds
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
Lehigh University 1988 — 1992
BA, International Careers
Goldman Sachs October 2010 - Present
Akana Capital Management October 2005 - December 2009
Lazard Asset Management July 1995 - October 2005
The Capital Group June 1989 - June 1995
Skills
Bloomberg, Alternative Investments, Equity Research, Equities, Hedge Funds, Financial Analysis, Series 7, Portfolio Management, Capital Markets, Asset Allocation, Bonds, Corporate Finance, Emerging Markets, Equity Derivatives, Equity Trading, Equity Valuation, Financial Markets, Financial Modeling, Fixed Income, Fund Of Funds, Investment Banking, Investment Management, Investments, Mutual Funds, Investment Strategies, Options, Securities, Private Equity, Trading, Valuation, Venture Capital
Education
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Finance
California State University-Hayward - School of Business and Economics 1980 — 1982
BS, Business
BNY Mellon December 2007 - Present
Lazard Asset Management September 2001 - December 2007
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelor of Finance, Finance
City of Lakes Waldorf School August 2015 - Present
RBC Global Asset Management (U.S.) Inc. September 2010 - June 2015
AllianceBernstein May 2004 - July 2010
Morgan Stanley October 2003 - May 2004
Lazard Asset Management September 1999 - October 2003
Skills
Fixed Income, Asset Allocation, Portfolio Management, Series 7, Alternative Investments, Institutional, Marketing Communications, Mutual Funds, Investment Management, Marketing Strategy, Series 63, Hedge Funds, Equities, Client Services, Investment Strategies, Client Service, Grant Writing, Fundraising, Event Planning
Education
Columbia University in the City of New York
MA, Modern European Studies
University of Toronto - University of Trinity College 1995 — 1999
BA, honors, International Relations, European Studies, Business German
Lazard Asset Management October 2014 - Present
FIS April 2012 - October 2014
NYSE Euronext December 2009 - May 2011
NYSE Euronext June 2008 - December 2009
Skills
Windows 7, BMC Remedy, HP Openview, Operating Systems, Technical Support, Servers, Windows Vista, Linux, Unix, Citrix, Internet Explorer, Putty, VMware, Netbackup, Lotus Notes, Outlook, MySQL, C++, RSA SecurID, PHP, Data Center, IT Operations, User Acceptance Testing, Red Hat Linux, Visio, Business Services, iPhone, Blackberry, Production Monitoring, Troubleshooting, Windows XP Pro, Tidal Enterprise..., IBM AS/400, IBM Mainframe, Microsoft SQL Server, Customer Service, Heat, Service Now, Microsoft Excel, Microsoft Word, Internet, Problem Solving, CICS, HP Store Virtual CMC, NetX360, tidal, AutoRoute, DataTrak, iPad, Data Entry
Education
John Jay College of Criminal Justice
Bachelor's degree, Computer Information Systems
Middle College High school
High School Diploma
Lazard Asset Management September 2015 - Present
GE Asset Management July 2011 - September 2015
Clifford Chance US LLP October 2006 - July 2011
Education
Boston University School of Law 2005 — 2006
LL.M., Law
University of London 2003 — 2005
LL.B., Law
Bulle Rock January 2007 - Present
Lazard Asset Management 2002 - 2006
Skills
Portfolio Management, Hedge Funds, Investments, Equities, Asset Management, Alternative Investments, Investment Advisory, Capital Markets, Equity Research, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Private Equity
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
The University of Texas School of Law 1995 — 1998
JD
The University of Texas at Austin 1989 — 1993
bba, Finance
Highland Park High School 1987 — 1989
St. Mark's School of Texas 1982 — 1987
Morgan Stanley November 2011 - Present
Fielder Capital Group, LLC January 2011 - September 2011
Price Waterhouse Management Consultants January 2008 - January 2011
Accenture July 2005 - December 2007
Stern Stewart & Co. January 2001 - July 2005
Lazard Asset Management April 1994 - December 1998
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Providence College 1989 — 1993
BS, Accountancy
Lazard Asset Management 2004 - Present
Lazard Asset Management 1995 - Present
Education
Columbia Business School
MBA
Wesleyan University
Bachelor of Arts (B.A.), CSS
TS Capital, LLC July 2014 - Present
Lazard Asset Management October 2011 - Present
Education
Drexel University
Lazard Asset Management July 2012 - Present
Neuberger Berman 2007 - March 2012
Lehman Brothers 1997 - 2007
Skills
Equity Research, Portfolio Management, Equities, Asset Managment, Series 7, Valuation, Equity Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Bloomberg, Securities, Investment Management
Education
New York University, Stern School of Business 1991 — 1994
MBA, Finance and Accounting
Carleton College 1987 — 1991
BA, History
Seaview Capital Partners January 2014 - Present
Rome Capital Partners March 2004 - Present
Lazard Asset Management January 1991 - April 2009
Kids in Crisis 2000 - 2006
Mark Asset Management June 1989 - January 1991
Goldman Sachs August 1982 - June 1989
Skills
Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Investments, Equities, Valuation, Due Diligence, Portfolio Management, Financial Modeling, Value Investing, Asset Management, Equity Research, Investment Strategies, Investment Management, Bloomberg
Education
Cornell University 1980 — 1982
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1976 — 1980
Bachelor of Arts (BA), Economics
School District of Hillsborough County November 2012 - August 2013
School District of Hillsborough County April 2012 - November 2012
School District of Hillsborough County August 2011 - April 2012
Lazard Asset Management March 1998 - January 2000
Education
Converse College 2002 — 2004
Educational Specialist, Elementary and Middle School Administration/Principalship
Appalachian State University 2000 — 2002
Master's degree, Reading Teacher Education
Lenoir-Rhyne College 1984 — 1988
Bachelor's degree, Elementary Education and Teaching
St. Jean Baptiste High School September 1998 - Present
AlyCatCreations1 January 2015 - Present
Pearson North America October 2007 - Present
Educational Testing Service (ETS) June 2005 - Present
John Wiley and Sons March 2015 - May 2015
Lazard Asset Management September 2014 - December 2014
Skills
Lesson Planning, Classroom Management, Curriculum Design, Creative Writing, Copy Editing, Proofreading, Editing, Curriculum Development
Education
Long Island University, C.W. Post Campus 1993 — 1995
Master of Science (MS), Secondary Education, English
College of the Holy Cross 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
BNY Mellon April 2006 - Present
Lazard Asset Management September 2004 - March 2006
Skills
Microsoft Word, Microsoft Excel, Accounting, Account Reconciliation, Mutual Funds, Financial Services, Asset Management
Education
New Jersey Institute of Technology 2015 — 2016
Grad certificate in Business & Information Systems Implementation, Computer Science
Baruch College, City University of New York (CUNY) 2001 — 2003
Accounting and Finance