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
Employee
Years
Job
Industry
Glen Zimmerman Glen Zimmerman's Lazard Asset Management Experience August 2013 - Present
Job Senior Vice President, Channel Marketing Manager at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2013 - Present
PIMCO January 2011 - July 2013
Allianz Global Investors 2008 - 2010
Allianz Global Investors 2006 - 2008
Allianz Global Investors 2000 - 2006
PIMCO Advisors 1995 - 2000
PIMCO Advisors 1992 - 1994
Skills
Marketing, Marketing Communications, Sales, Sales&Marketing, Project Management, Relationship Mgmt, Strategic Planning, Mutual Funds, Investments, Direct Marketing, Asset Management, Email Marketing, Equities, Leadership, Management, Marketing Strategy, Product Management, Relationship Management
Education
State University of New York at Oswego 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing
Lazard Asset Management August 2013 - Present
PIMCO January 2011 - July 2013
Allianz Global Investors 2008 - 2010
Allianz Global Investors 2006 - 2008
Allianz Global Investors 2000 - 2006
PIMCO Advisors 1995 - 2000
PIMCO Advisors 1992 - 1994
Skills
Marketing, Marketing Communications, Sales, Sales&Marketing, Project Management, Relationship Mgmt, Strategic Planning, Mutual Funds, Investments, Direct Marketing, Asset Management, Email Marketing, Equities, Leadership, Management, Marketing Strategy, Product Management, Relationship Management
Education
State University of New York at Oswego 1987 — 1991
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing
Valentina Glaviano, CIMA Valentina Glaviano, CIMA's Lazard Asset Management Experience 1997 - 2007
Job Investment Management Executive
Industry Investment Management
Experience
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Jeffrey Nissan Jeffrey Nissan's Lazard Asset Management Experience October 2012 - December 2013
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
VIDRIO Financial LLC December 2013 - April 2014
Lazard Asset Management October 2012 - December 2013
UPTON REALTY GROUP, Estate Agents & Property Stewards November 2012 - March 2013
Och-Ziff Capital Management October 2007 - July 2012
Och-Ziff Capital Management 2007 - 2012
GlobeOp Financial Services July 2006 - September 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Account Reconciliation, General Ledger, Cash Management, Bloomberg, Fund Of Funds, Fund Accounting, Bonds, Options, Investor Relations, Swaps, Derivatives, Alternative Investments, Credit Derivatives, Structured Finance
Education
SUNY Stony Brook 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stony Brook University
B.S, Business Management; Finance
J.P. Morgan May 2014 - Present
VIDRIO Financial LLC December 2013 - April 2014
Lazard Asset Management October 2012 - December 2013
UPTON REALTY GROUP, Estate Agents & Property Stewards November 2012 - March 2013
Och-Ziff Capital Management October 2007 - July 2012
Och-Ziff Capital Management 2007 - 2012
GlobeOp Financial Services July 2006 - September 2007
Skills
Accounting, Hedge Funds, Financial Analysis, Account Reconciliation, General Ledger, Cash Management, Bloomberg, Fund Of Funds, Fund Accounting, Bonds, Options, Investor Relations, Swaps, Derivatives, Alternative Investments, Credit Derivatives, Structured Finance
Education
SUNY Stony Brook 2002 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Stony Brook University
B.S, Business Management; Finance
Jo-Ann Himes Jo-Ann Himes's Lazard Asset Management Experience January 1994 - February 1997
Job Legal Assistant at Hinshaw & Culbertson LLP
Industry Law Practice
Experience
Hinshaw & Culbertson LLP October 2014 - Present
Barger & Wolen LLP June 1997 - September 2014
Lazard Asset Management January 1994 - February 1997
Skills
Litigation Support, Arbitration, Civil Litigation, Legal Assistance, Legal Research, Depositions, Pleadings, Legal Writing, Lexis, Document Management, Records Management, Westlaw
Education
Taylor Business Institute 1991 — 1993
Associate of Arts and Sciences (A.A.S.)
Hinshaw & Culbertson LLP October 2014 - Present
Barger & Wolen LLP June 1997 - September 2014
Lazard Asset Management January 1994 - February 1997
Skills
Litigation Support, Arbitration, Civil Litigation, Legal Assistance, Legal Research, Depositions, Pleadings, Legal Writing, Lexis, Document Management, Records Management, Westlaw
Education
Taylor Business Institute 1991 — 1993
Associate of Arts and Sciences (A.A.S.)
Dwight Jacobsen Dwight Jacobsen's Lazard Asset Management Experience October 2013 - Present
Job Managing Director Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management October 2013 - Present
BNY Mellon/Dreyfus 2008 - 2013
Pioneer Investments 2006 - 2007
DWS Investments 2002 - 2006
Putnam Investments 1992 - 2002
Van Kampen Merritt 1983 - 1992
Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning
Education
Taylor University 1977 — 1981
BS, Business/Systems
Lazard Asset Management October 2013 - Present
BNY Mellon/Dreyfus 2008 - 2013
Pioneer Investments 2006 - 2007
DWS Investments 2002 - 2006
Putnam Investments 1992 - 2002
Van Kampen Merritt 1983 - 1992
Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning
Education
Taylor University 1977 — 1981
BS, Business/Systems
Shannon Philip Shannon Philip's Lazard Asset Management Experience October 2004 - April 2006
Job Shinebright, Cofounder
Industry Professional Training & Coaching
Experience
Tru Progress Consulting December 2009 - October 2010
InsideTrack, Inc August 2006 - August 2008
Lazard Asset Management October 2004 - April 2006
SCORE! Educational Centers January 2001 - January 2003
Skills
Organizational..., Non-profits, Leadership Development, Organizational..., Workshop Facilitation, Coaching, Change Management, Training, Staff Development, Nonprofits, Entrepreneurship, Personal Development, Career Development, Public Speaking, Strategy, Leadership, Executive Coaching, Career Counseling, Program Management, Talent Management, Recruiting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master's of Science, Organization Development
University of California, Santa Barbara 1998 — 2000
B.A, Communications
Tru Progress Consulting December 2009 - October 2010
InsideTrack, Inc August 2006 - August 2008
Lazard Asset Management October 2004 - April 2006
SCORE! Educational Centers January 2001 - January 2003
Skills
Organizational..., Non-profits, Leadership Development, Organizational..., Workshop Facilitation, Coaching, Change Management, Training, Staff Development, Nonprofits, Entrepreneurship, Personal Development, Career Development, Public Speaking, Strategy, Leadership, Executive Coaching, Career Counseling, Program Management, Talent Management, Recruiting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master's of Science, Organization Development
University of California, Santa Barbara 1998 — 2000
B.A, Communications
Katie Buttitta's Lazard Asset Management Experience July 2015 - Present
Job Data Analyst at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management July 2015 - Present
Russell Investments June 2014 - June 2015
Seattle University American Marketing Association May 2014 - June 2015
Russell Investments December 2013 - June 2014
Seattle University Albers Placement Center September 2011 - December 2013
Northwestern Mutual June 2012 - January 2013
Skills
Microsoft Excel, Inter-personal Relation..., Customer Service, Time Management, Attention To Detail, Eye for Design, Access, PowerPoint, Microsoft Office, Customer Relations, Microsoft Word, Finance, Accounting, Independent, Efficient, Photoshop, Eloqua, Visio, Leadership, Social Media, Event Planning, Management, Teamwork, Public Speaking, Marketing, Social Networking
Education
Seattle University 2011 — 2015
Bachelor of Arts; 2015, Business Administration; Finance and International Business, 3.85
Lazard Asset Management July 2015 - Present
Russell Investments June 2014 - June 2015
Seattle University American Marketing Association May 2014 - June 2015
Russell Investments December 2013 - June 2014
Seattle University Albers Placement Center September 2011 - December 2013
Northwestern Mutual June 2012 - January 2013
Skills
Microsoft Excel, Inter-personal Relation..., Customer Service, Time Management, Attention To Detail, Eye for Design, Access, PowerPoint, Microsoft Office, Customer Relations, Microsoft Word, Finance, Accounting, Independent, Efficient, Photoshop, Eloqua, Visio, Leadership, Social Media, Event Planning, Management, Teamwork, Public Speaking, Marketing, Social Networking
Education
Seattle University 2011 — 2015
Bachelor of Arts; 2015, Business Administration; Finance and International Business, 3.85
Alex Montoya, CIMA®, AIF® Alex Montoya, CIMA®, AIF®'s Lazard Asset Management Experience April 2015 - Present
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management April 2015 - Present
Morgan Stanley Investment Management August 2014 - March 2015
Russell Investments April 2007 - August 2014
Columbia Management August 2004 - April 2007
Van Kampen August 1995 - August 2004
Omega Protein, Inc. (formerly Zapata Protein) April 1994 - July 1995
Trinity University August 1993 - May 1995
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Series 65, Strategic Financial..., Asset Management, ETFs, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investments, Separately Managed..., Strategic Partnerships, Fixed Income, Portfolio Management, Securities, Equities, Financial Planning
Education
Trinity University 1991 — 1995
Bachelor of Science, International Business
Strake Jesuit 1987 — 1991
Saint Cecilia
Lazard Asset Management April 2015 - Present
Morgan Stanley Investment Management August 2014 - March 2015
Russell Investments April 2007 - August 2014
Columbia Management August 2004 - April 2007
Van Kampen August 1995 - August 2004
Omega Protein, Inc. (formerly Zapata Protein) April 1994 - July 1995
Trinity University August 1993 - May 1995
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Series 65, Strategic Financial..., Asset Management, ETFs, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investments, Separately Managed..., Strategic Partnerships, Fixed Income, Portfolio Management, Securities, Equities, Financial Planning
Education
Trinity University 1991 — 1995
Bachelor of Science, International Business
Strake Jesuit 1987 — 1991
Saint Cecilia
Martha Lynn Laskie's Lazard Asset Management Experience April 2014 - October 2014
Job Freelance Graphic Designer Martha Lynn Laskie Graphic Design & Illustration
Industry Graphic Design
Experience
Central Turf & Irrigation Supply October 2014 - Present
American Environmental Systems July 2014 - Present
Alpha Beta Creatives December 2013 - Present
Martha Lynn Laskie Graphic Design & Illustration August 2006 - Present
Lazard Asset Management April 2014 - October 2014
Smart Money Entrepreneurs (SME.vc) January 2013 - October 2014
RKF November 2013 - December 2013
Citi April 2013 - October 2013
Just Q By Nyadia October 2011 - August 2013
Village Print & Media July 2011 - July 2013
Skills
Graphic Design, Photoshop, Books, QuarkXPress, Logos, Business Cards, Layout, Adobe Acrobat, Brochures, Mac, Corporate Identity, InDesign, Illustrator, Art Direction, Creative Direction, Typesetting, Advertising, Painting, HTML, PowerPoint, Word, Excel, Customer Relations, Promotions, Research, Customer Service, Supervisory Skills, Press Releases, Logo Design, Posters, Flyers, Print Production, Invitations, Catalogs, Pre-press, Typography, Banners, Print Collateral, Graphics, Retouching, Stationery, Magazine Design, Postcards, Adobe Creative Suite, Book Covers, Letterhead, Presentations, Microsoft Word, Web Design, Corporate Branding
Education
State University of New York College at Purchase 2006 — 2008
Bachelor's Degree, Graphic Design, Illustration
State University of New York College at Purchase 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design, Art History, American History
ONONDAGA COMMUNITY 2003 — 2005
DEGREE, FINE ART & AMERICAN HISTORY
Onondaga Community College 2002 — 2004
ASSOCIATES DEGREE, FINE ART & AMERICAN HISTORY; drawing and painting; gesture, the human form in
Central Turf & Irrigation Supply October 2014 - Present
American Environmental Systems July 2014 - Present
Alpha Beta Creatives December 2013 - Present
Martha Lynn Laskie Graphic Design & Illustration August 2006 - Present
Lazard Asset Management April 2014 - October 2014
Smart Money Entrepreneurs (SME.vc) January 2013 - October 2014
RKF November 2013 - December 2013
Citi April 2013 - October 2013
Just Q By Nyadia October 2011 - August 2013
Village Print & Media July 2011 - July 2013
Skills
Graphic Design, Photoshop, Books, QuarkXPress, Logos, Business Cards, Layout, Adobe Acrobat, Brochures, Mac, Corporate Identity, InDesign, Illustrator, Art Direction, Creative Direction, Typesetting, Advertising, Painting, HTML, PowerPoint, Word, Excel, Customer Relations, Promotions, Research, Customer Service, Supervisory Skills, Press Releases, Logo Design, Posters, Flyers, Print Production, Invitations, Catalogs, Pre-press, Typography, Banners, Print Collateral, Graphics, Retouching, Stationery, Magazine Design, Postcards, Adobe Creative Suite, Book Covers, Letterhead, Presentations, Microsoft Word, Web Design, Corporate Branding
Education
State University of New York College at Purchase 2006 — 2008
Bachelor's Degree, Graphic Design, Illustration
State University of New York College at Purchase 2004 — 2008
Bachelor of Fine Arts (BFA), Graphic Design, Art History, American History
ONONDAGA COMMUNITY 2003 — 2005
DEGREE, FINE ART & AMERICAN HISTORY
Onondaga Community College 2002 — 2004
ASSOCIATES DEGREE, FINE ART & AMERICAN HISTORY; drawing and painting; gesture, the human form in
Alexis Wiedeman's Lazard Asset Management Experience September 2007 - November 2014
Job Associate Vice President at Investcorp
Industry Investment Management
Experience
Investcorp November 2014 - Present
Lazard Asset Management September 2007 - November 2014
Lazard Asset Management 2007 - 2012
American Home Mortgage January 2006 - August 2007
Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Series 7, Bloomberg, Investments, Investment Management, AML, Securities Regulation, Private Equity, FINRA
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts (B.A.), History
Investcorp November 2014 - Present
Lazard Asset Management September 2007 - November 2014
Lazard Asset Management 2007 - 2012
American Home Mortgage January 2006 - August 2007
Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Equities, Asset Management, Fixed Income, Series 7, Bloomberg, Investments, Investment Management, AML, Securities Regulation, Private Equity, FINRA
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts (B.A.), History
Marla Trilling Marla Trilling's Lazard Asset Management Experience July 2010 - Present
Job Executive Assistant at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management July 2010 - Present
Jeffrey Modell Foundation June 2007 - March 2010
La Prairie June 2003 - June 2006
Skills
Marketing Communications, Digital Marketing, Social Media, Event Planning, Event Management, Marketing, Email Marketing, Corporate Communications, Internal Communications, Social Media Marketing, Integrated Marketing, Advertising, Media Relations, Public Speaking, Sales, Research, Microsoft Office, Public Relations, Management, Investments
Education
Penn State University 1997 — 2001
Bachelor's degree, Communication and Media Studies
Lazard Asset Management July 2010 - Present
Jeffrey Modell Foundation June 2007 - March 2010
La Prairie June 2003 - June 2006
Skills
Marketing Communications, Digital Marketing, Social Media, Event Planning, Event Management, Marketing, Email Marketing, Corporate Communications, Internal Communications, Social Media Marketing, Integrated Marketing, Advertising, Media Relations, Public Speaking, Sales, Research, Microsoft Office, Public Relations, Management, Investments
Education
Penn State University 1997 — 2001
Bachelor's degree, Communication and Media Studies
Lauren Gradante's Lazard Asset Management Experience June 2005 - June 2007
Job Senior Marketing Associate at Altrinsic Global Advisors, LLC
Industry Financial Services
Experience
Altrinsic Global Advisors, LLC May 2009 - Present
Neuberger Berman July 2007 - February 2009
Lazard Asset Management June 2005 - June 2007
Lazard Freres & Co. March 2000 - May 2005
KPMG LLP September 1998 - March 2000
Skills
Marketing, Microsoft Excel, Financial Analysis, New Business Development, Marketing Strategy, Microsoft Office, Marketing Communications, Strategic Planning, Investments, Mutual Funds, Market Research, Alternative Investments, Competitive Analysis, Financial Services, Asset Management, Investment Management, PowerPoint, Presentations, Client Presentation
Education
Providence College 1993 — 1997
BS, Marketing
Altrinsic Global Advisors, LLC May 2009 - Present
Neuberger Berman July 2007 - February 2009
Lazard Asset Management June 2005 - June 2007
Lazard Freres & Co. March 2000 - May 2005
KPMG LLP September 1998 - March 2000
Skills
Marketing, Microsoft Excel, Financial Analysis, New Business Development, Marketing Strategy, Microsoft Office, Marketing Communications, Strategic Planning, Investments, Mutual Funds, Market Research, Alternative Investments, Competitive Analysis, Financial Services, Asset Management, Investment Management, PowerPoint, Presentations, Client Presentation
Education
Providence College 1993 — 1997
BS, Marketing
Joseph Lazauskas Joseph Lazauskas's Lazard Asset Management Experience January 1995 - April 2003
Job Senior Financial Analyst at Education Dynamics
Industry Financial Services
Experience
Education Dynamics September 2015 - Present
Education Dynamics June 2015 - September 2015
Food Bank For New York City May 2015 - June 2015
American Express Global Business Travel July 2014 - March 2015
American Express December 2012 - July 2014
American Express November 2005 - July 2012
Proskauer Rose LLP April 2003 - November 2005
Lazard Asset Management January 1995 - April 2003
Skills
Finance, Executive Management, Leadership, Financial Modeling, Corporate Finance, Financial Analysis, Business Analysis, Accounting, Strategic Financial..., Relationship Management, Budgets, Data Analysis, Business Strategy, Due Diligence, Process Improvement, Forecasting, Financial Risk, Community Emergency..., Emergency Management, Community relations, Coaching, Microsoft Excel, Microsoft Office, Cpr Certified, Analysis, Access, Business Process..., Managerial Finance, Project Planning, Financial Reporting, Essbase, Variance Analysis, Expense Management, Cross-functional Team..., Team Building, Teamwork, CRM, Risk Management, Community Development, Business Planning, Management, Portfolio Management, Mentoring, Financial Services, Change Management, Team Leadership, Pivot Tables, Databases, Valuation, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1998 — 2003
MBA, Strategic Management
City University of New York - York College 1992 — 1994
BS, Business Management
Pace University 1990 — 1992
BS, Business Management
GMAT prep
Hunter College High School
Education Dynamics September 2015 - Present
Education Dynamics June 2015 - September 2015
Food Bank For New York City May 2015 - June 2015
American Express Global Business Travel July 2014 - March 2015
American Express December 2012 - July 2014
American Express November 2005 - July 2012
Proskauer Rose LLP April 2003 - November 2005
Lazard Asset Management January 1995 - April 2003
Skills
Finance, Executive Management, Leadership, Financial Modeling, Corporate Finance, Financial Analysis, Business Analysis, Accounting, Strategic Financial..., Relationship Management, Budgets, Data Analysis, Business Strategy, Due Diligence, Process Improvement, Forecasting, Financial Risk, Community Emergency..., Emergency Management, Community relations, Coaching, Microsoft Excel, Microsoft Office, Cpr Certified, Analysis, Access, Business Process..., Managerial Finance, Project Planning, Financial Reporting, Essbase, Variance Analysis, Expense Management, Cross-functional Team..., Team Building, Teamwork, CRM, Risk Management, Community Development, Business Planning, Management, Portfolio Management, Mentoring, Financial Services, Change Management, Team Leadership, Pivot Tables, Databases, Valuation, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1998 — 2003
MBA, Strategic Management
City University of New York - York College 1992 — 1994
BS, Business Management
Pace University 1990 — 1992
BS, Business Management
GMAT prep
Hunter College High School
Joseph Carlomagno Joseph Carlomagno's Lazard Asset Management Experience December 2010 - June 2012
Job Marketing Director, Financial Services at CenturyLink
Industry Marketing and Advertising
Experience
Carpenter Group June 2012 - December 2012
Lazard Asset Management December 2010 - June 2012
UBS Global Asset Management February 2010 - December 2010
J.P. Morgan January 1998 - January 2009
Bankers Trust Company February 1987 - July 1998
Skills
Project Management, Editing, Mutual Funds, Relationship Management, Marketing Communications, Thought Leadership, Digital Marketing, Content Development, Agency Relationship..., Financial Services, Marketing, Asset Management, Marketing Strategy
Education
Pace University - Lubin School of Business
MBA, Marketing
Rutgers Center for Management Development
Mini-MBA™ Digital Marketing
The College of New Jersey
BS, Business Administration and Management, General
Carpenter Group June 2012 - December 2012
Lazard Asset Management December 2010 - June 2012
UBS Global Asset Management February 2010 - December 2010
J.P. Morgan January 1998 - January 2009
Bankers Trust Company February 1987 - July 1998
Skills
Project Management, Editing, Mutual Funds, Relationship Management, Marketing Communications, Thought Leadership, Digital Marketing, Content Development, Agency Relationship..., Financial Services, Marketing, Asset Management, Marketing Strategy
Education
Pace University - Lubin School of Business
MBA, Marketing
Rutgers Center for Management Development
Mini-MBA™ Digital Marketing
The College of New Jersey
BS, Business Administration and Management, General
David Ronco, CFA's Lazard Asset Management Experience September 2011 - Present
Job Portfolio Manager at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 2011 - Present
Grubb & Ellis AGA 2006 - 2011
RBC Capital Markets 2002 - 2006
Robertson Stephens 2001 - 2002
Salem Partners LLC 2000 - 2001
Skills
Portfolio Management, Investment Management, Equities, Alternative Investments, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Investment Strategies, Mutual Funds, Corporate Finance, Securities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
Bachelor of Arts, Economics
Lazard Asset Management September 2011 - Present
Grubb & Ellis AGA 2006 - 2011
RBC Capital Markets 2002 - 2006
Robertson Stephens 2001 - 2002
Salem Partners LLC 2000 - 2001
Skills
Portfolio Management, Investment Management, Equities, Alternative Investments, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Bloomberg, Capital Markets, Fixed Income, Equity Valuation, Investment Strategies, Mutual Funds, Corporate Finance, Securities, Business Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
Stanford University 1996 — 2000
Bachelor of Arts, Economics
Brendon Singh's Lazard Asset Management Experience May 2014 - April 2015
Job Global Credit Products (GCP) Market Risk Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
Lazard Asset Management May 2014 - April 2015
Morgan Stanley November 2013 - April 2014
Bolloré January 2013 - October 2013
Dealogic October 2012 - December 2012
HSBC June 2012 - September 2012
Euclidean Capital June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Access, SharePoint, VBA Macros, Bloomberg Terminal, Outlook, Financial Modeling, Statistics, Financial Reporting, Legal Compliance, Regulatory Compliance, Investment Banking, Hedge Funds, Alternative Investments, Trading, FX Swaps
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Finance, 3.7
State University of New York at Stony Brook 2004 — 2009
B.A., Economics, Mechanical Engineering, 3.5
Credit Suisse May 2015 - Present
Lazard Asset Management May 2014 - April 2015
Morgan Stanley November 2013 - April 2014
Bolloré January 2013 - October 2013
Dealogic October 2012 - December 2012
HSBC June 2012 - September 2012
Euclidean Capital June 2011 - May 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Access, SharePoint, VBA Macros, Bloomberg Terminal, Outlook, Financial Modeling, Statistics, Financial Reporting, Legal Compliance, Regulatory Compliance, Investment Banking, Hedge Funds, Alternative Investments, Trading, FX Swaps
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Finance, 3.7
State University of New York at Stony Brook 2004 — 2009
B.A., Economics, Mechanical Engineering, 3.5
Ann Aurilia's Lazard Asset Management Experience October 2007 - May 2010
Job Client Relationship Administrator
Industry Investment Management
Experience
Vigilant Capital Management May 2010 - Present
Lazard Asset Management October 2007 - May 2010
Skills
Notary Public, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Public Relations, PowerPoint, Microsoft Word, Event Planning, Investments
Education
Ramapo College of New Jersey 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ramapo College of New Jersey
Finance, General
Vigilant Capital Management May 2010 - Present
Lazard Asset Management October 2007 - May 2010
Skills
Notary Public, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Public Relations, PowerPoint, Microsoft Word, Event Planning, Investments
Education
Ramapo College of New Jersey 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ramapo College of New Jersey
Finance, General
Robert C. Richardson's Lazard Asset Management Experience January 2001 - January 2003
Job Director of Sales and Marketing at Jamison Eaton & Wood, Inc.
Industry Investment Management
Experience
JAMISON EATON & WOOD, INC. June 2012 - Present
BNY/MELLON 2006 - 2011
HSBC 2003 - 2006
LAZARD ASSET MANAGEMENT January 2001 - January 2003
JP MORGAN CHASE 1986 - 2001
CITICORP January 1984 - June 1986
Skills
Asset Management, Series 7, Wealth Management, Fixed Income, Liquidity, Hedge Funds, Investment Advisory, Prime Brokerage, Alternative Investments, Asset Managment
Education
The George Washington University
B.A, Political Science
Chase Manhattan Investment Banking Program
Chase Manhattan Wealth Management Certification Program
Citibank Credit training Program
JAMISON EATON & WOOD, INC. June 2012 - Present
BNY/MELLON 2006 - 2011
HSBC 2003 - 2006
LAZARD ASSET MANAGEMENT January 2001 - January 2003
JP MORGAN CHASE 1986 - 2001
CITICORP January 1984 - June 1986
Skills
Asset Management, Series 7, Wealth Management, Fixed Income, Liquidity, Hedge Funds, Investment Advisory, Prime Brokerage, Alternative Investments, Asset Managment
Education
The George Washington University
B.A, Political Science
Chase Manhattan Investment Banking Program
Chase Manhattan Wealth Management Certification Program
Citibank Credit training Program
Stacey Lane Schroeder, CFA Stacey Lane Schroeder, CFA's Lazard Asset Management Experience October 1999 - March 2002
Job Financial Services Professional
Industry Financial Services
Experience
Barclays Investment Bank February 2007 - February 2013
UBS Global Asset Management March 2002 - February 2007
Lazard Asset Management October 1999 - March 2002
Skills
Credit Analysis, High Yield, Asset Management, Financial Modeling, Valuation, Relative Value, Investments, Capital Markets, Bloomberg, Leveraged Finance, Portfolio Management, Fixed Income, Bonds, Credit, Loans
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Episcopal School of Dallas
Barclays Investment Bank February 2007 - February 2013
UBS Global Asset Management March 2002 - February 2007
Lazard Asset Management October 1999 - March 2002
Skills
Credit Analysis, High Yield, Asset Management, Financial Modeling, Valuation, Relative Value, Investments, Capital Markets, Bloomberg, Leveraged Finance, Portfolio Management, Fixed Income, Bonds, Credit, Loans
Education
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Episcopal School of Dallas
Katy C. Young's Lazard Asset Management Experience June 2001 - August 2001
Job Alternative Investments Financial Consultant
Industry Venture Capital & Private Equity
Experience
Private Equity Firm October 2009 - Present
Venture Capital Firm August 2009 - November 2011
Venture Capital Firm June 2008 - May 2009
Champlain Capital Management September 2004 - March 2008
Putnam Investments September 2002 - March 2004
Lazard Asset Management June 2001 - August 2001
ARCO - BP/Amoco 1998 - 2000
Deloitte & Touche August 1996 - July 1998
Price Waterhouse September 1994 - August 1996
Skills
Private Equity, Financial Analysis, Venture Capital, Financial Modeling, Accounting, Portfolio Management, Mergers & Acquisitions, Due Diligence, Valuation, Alternative Assets, Asset Allocation, Emerging Markets, Equity Research, Start-ups, Investments, Finance, Fixed Income, Asset Management, Executive Management, Investment Strategies, Financial Services, Investment Management, Strategy, Equity Valuation, Bloomberg, Mutual Funds, Investor Relations, Investment Banking, Capital Markets, Equities, Securities, Acquisition Integration, Alternative Investments, Entrepreneurship, Analysis, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of California, Los Angeles 1990 — 1994
BA, History
Private Equity Firm October 2009 - Present
Venture Capital Firm August 2009 - November 2011
Venture Capital Firm June 2008 - May 2009
Champlain Capital Management September 2004 - March 2008
Putnam Investments September 2002 - March 2004
Lazard Asset Management June 2001 - August 2001
ARCO - BP/Amoco 1998 - 2000
Deloitte & Touche August 1996 - July 1998
Price Waterhouse September 1994 - August 1996
Skills
Private Equity, Financial Analysis, Venture Capital, Financial Modeling, Accounting, Portfolio Management, Mergers & Acquisitions, Due Diligence, Valuation, Alternative Assets, Asset Allocation, Emerging Markets, Equity Research, Start-ups, Investments, Finance, Fixed Income, Asset Management, Executive Management, Investment Strategies, Financial Services, Investment Management, Strategy, Equity Valuation, Bloomberg, Mutual Funds, Investor Relations, Investment Banking, Capital Markets, Equities, Securities, Acquisition Integration, Alternative Investments, Entrepreneurship, Analysis, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of California, Los Angeles 1990 — 1994
BA, History
Michael J. Yick's Lazard Asset Management Experience April 2000 - March 2001
Job Vice President, MetLife Inc.
Industry Financial Services
Experience
MetLife Inc. April 2010 - Present
MetLife Investments November 2006 - April 2010
MetLife Inc. April 2004 - November 2006
Ripplewood Holdings LLC March 2001 - April 2004
Lazard Asset Management April 2000 - March 2001
Deloitte & Touche August 1995 - April 2000
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2014
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Waldwick High School 1988 — 1991
MetLife Inc. April 2010 - Present
MetLife Investments November 2006 - April 2010
MetLife Inc. April 2004 - November 2006
Ripplewood Holdings LLC March 2001 - April 2004
Lazard Asset Management April 2000 - March 2001
Deloitte & Touche August 1995 - April 2000
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2014
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Accounting
Waldwick High School 1988 — 1991
Kurt Graham's Lazard Asset Management Experience October 2005 - January 2009
Job Regional Director at Apex Capital Management
Industry Financial Services
Experience
Apex Capital Management October 2009 - Present
Citizens Investment Services July 2009 - September 2009
Lazard Asset Management October 2005 - January 2009
Gannett Welsh & Kotler November 2003 - October 2005
Putnam Investments February 2002 - October 2003
Putnam Investments February 2001 - January 2002
Putnam Investments June 2000 - January 2001
Avon Old Farms School October 1997 - June 2000
Education
State University of New York College at Cortland 1993 — 1997
BS, Mathematics, Physics
Apex Capital Management October 2009 - Present
Citizens Investment Services July 2009 - September 2009
Lazard Asset Management October 2005 - January 2009
Gannett Welsh & Kotler November 2003 - October 2005
Putnam Investments February 2002 - October 2003
Putnam Investments February 2001 - January 2002
Putnam Investments June 2000 - January 2001
Avon Old Farms School October 1997 - June 2000
Education
State University of New York College at Cortland 1993 — 1997
BS, Mathematics, Physics
Kalpesh Patel Kalpesh Patel's Lazard Asset Management Experience 2002 - 2005
Job Research Analyst at Barclays
Industry Investment Banking
Experience
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Boris Petukh, CFA Boris Petukh, CFA's Lazard Asset Management Experience
Job Vice President, IT at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management
Skills
Hedge Funds, Databases, Trading Systems, Asset Management, Sybase, Portfolio Management, Business Analysis, Fixed Income, Alternative Investments, SQL, Financial Analysis, Oracle, Perl, Bloomberg, Product Management, Java, Order Management, Equities, Investments, Program Management
Education
Stevens Institute of Technology 1995 — 1997
Master of Science, Computer Science
Rochester Institute of Technology 1990 — 1993
Bachelor of Science, Computer Science
Lazard Asset Management
Skills
Hedge Funds, Databases, Trading Systems, Asset Management, Sybase, Portfolio Management, Business Analysis, Fixed Income, Alternative Investments, SQL, Financial Analysis, Oracle, Perl, Bloomberg, Product Management, Java, Order Management, Equities, Investments, Program Management
Education
Stevens Institute of Technology 1995 — 1997
Master of Science, Computer Science
Rochester Institute of Technology 1990 — 1993
Bachelor of Science, Computer Science
Christopher Ratti Christopher Ratti's Lazard Asset Management Experience June 2003 - Present
Job Portfolio Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management June 2003 - Present
Skills
Investments, Bloomberg, Fixed Income, Portfolio Management, Investment Management, Strategic Partnerships, Asset Allocation, Bonds, Bloomberg Terminal, Separately Managed..., Asset Management, Hedge Funds, Financial Modeling
Education
Pace University - Lubin School of Business
MBA, Finance
Rensselaer Polytechnic Institute
Lazard Asset Management June 2003 - Present
Skills
Investments, Bloomberg, Fixed Income, Portfolio Management, Investment Management, Strategic Partnerships, Asset Allocation, Bonds, Bloomberg Terminal, Separately Managed..., Asset Management, Hedge Funds, Financial Modeling
Education
Pace University - Lubin School of Business
MBA, Finance
Rensselaer Polytechnic Institute
Christina Matheson, PMP Christina Matheson, PMP's Lazard Asset Management Experience 2006 - 2007
Job Project Manager at RBC Global Asset Management
Industry Mining & Metals
Experience
RBC Global Asset Management 2015 - Present
Western Potash Corp. 2011 - 2015
Kaplan Test Prep and Admissions 2009 - 2011
Noomii Enterprises Inc March 2007 - March 2009
PIMCO 2009 - 2009
Lazard Asset Management 2006 - 2007
UBS Global Asset Management 2005 - 2006
Phillips, Hager & North 2001 - 2005
Skills
Project Management, Management, Strategic Planning, New Business Development, Leadership, Business Process..., Change Management, Stakeholder Management, CRM, Start-ups, Budgets, Proposal Writing, Financial Modeling, Operational Execution, Mining, Strategy, Consulting
Education
Queen's University 1997 — 2001
BA Honours
RBC Global Asset Management 2015 - Present
Western Potash Corp. 2011 - 2015
Kaplan Test Prep and Admissions 2009 - 2011
Noomii Enterprises Inc March 2007 - March 2009
PIMCO 2009 - 2009
Lazard Asset Management 2006 - 2007
UBS Global Asset Management 2005 - 2006
Phillips, Hager & North 2001 - 2005
Skills
Project Management, Management, Strategic Planning, New Business Development, Leadership, Business Process..., Change Management, Stakeholder Management, CRM, Start-ups, Budgets, Proposal Writing, Financial Modeling, Operational Execution, Mining, Strategy, Consulting
Education
Queen's University 1997 — 2001
BA Honours
Stephanie O'Mara Stephanie O'Mara's Lazard Asset Management Experience 2005 - 2007
Job Director at Bridge Investment Group Holdings
Industry Investment Management
Experience
Bridge Investment Group Holdings 2014 - Present
PMC Partners January 2012 - Present
Wood Mackenzie/The Burgiss Group 2009 - 2013
Pomona Capital 2007 - 2009
Lazard Asset Management 2005 - 2007
Skills
Alternative Investments, Private Equity, Business Development, Marketing, Fundraising, Hedge Funds, Capital Markets, Asset Management, Asset Allocation, Equities, Fixed Income, Technology, Investor Relations, Real Estate, Due Diligence, Valuation, Business Analysis, Analysis
Education
Trinity College-Hartford
Tatnall School
Upland Country Day School
Bridge Investment Group Holdings 2014 - Present
PMC Partners January 2012 - Present
Wood Mackenzie/The Burgiss Group 2009 - 2013
Pomona Capital 2007 - 2009
Lazard Asset Management 2005 - 2007
Skills
Alternative Investments, Private Equity, Business Development, Marketing, Fundraising, Hedge Funds, Capital Markets, Asset Management, Asset Allocation, Equities, Fixed Income, Technology, Investor Relations, Real Estate, Due Diligence, Valuation, Business Analysis, Analysis
Education
Trinity College-Hartford
Tatnall School
Upland Country Day School
Valerie Davisson Valerie Davisson's Lazard Asset Management Experience 2001 - 2005
Job Outsourced CFO, Finance and Accounting Consulting
Industry Management Consulting
Experience
West Newton Consulting LLC October 2011 - Present
Loomis, Sayles & Company 2006 - 2011
Lazard Asset Management 2001 - 2005
Bear Stearns 1999 - 2001
AlliedSignal 1994 - 1999
PriceWaterhouse LLP 1992 - 1994
McDonnell Douglas 1988 - 1992
Skills
Equity Research, Financial Modeling, Financial Analysis, Capital Markets, Investor Relations, Finance, Competitive Analysis, Equity Valuation, Buy-side, Investments, Bloomberg, Portfolio Management, Leadership, Financial Reporting, Business Profitability, Strategic Planning, Industry Analysis, Strategic Financial..., Fundamental Research, Value Investing, Sell Side, Sector Analysis, Asset Management, Relative Value, Management Consulting, Controllership Functions, Internal Controls, Strategy, Valuation, Private Equity, Accounting, Hedge Funds, Capital Raising, Due Diligence
Education
Saint Louis University
Master of Accounting, Business (Accounting, Finance)
West Newton Consulting LLC October 2011 - Present
Loomis, Sayles & Company 2006 - 2011
Lazard Asset Management 2001 - 2005
Bear Stearns 1999 - 2001
AlliedSignal 1994 - 1999
PriceWaterhouse LLP 1992 - 1994
McDonnell Douglas 1988 - 1992
Skills
Equity Research, Financial Modeling, Financial Analysis, Capital Markets, Investor Relations, Finance, Competitive Analysis, Equity Valuation, Buy-side, Investments, Bloomberg, Portfolio Management, Leadership, Financial Reporting, Business Profitability, Strategic Planning, Industry Analysis, Strategic Financial..., Fundamental Research, Value Investing, Sell Side, Sector Analysis, Asset Management, Relative Value, Management Consulting, Controllership Functions, Internal Controls, Strategy, Valuation, Private Equity, Accounting, Hedge Funds, Capital Raising, Due Diligence
Education
Saint Louis University
Master of Accounting, Business (Accounting, Finance)
STEPHANIE OSTERHUS STEPHANIE OSTERHUS's Lazard Asset Management Experience 2010 - Present
Job Senior Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management 2010 - Present
Lazard Asset Mgmt January 2007 - March 2011
Nomura Securities May 1988 - October 2006
Skills
Fixed Income, Bloomberg, Series 7
Education
State University of New York College at Plattsburgh 1984 — 1986
Pace University - Lubin School of Business
MBA, Finance-Portfolio Management
Westchester Community College
Lazard Asset Management 2010 - Present
Lazard Asset Mgmt January 2007 - March 2011
Nomura Securities May 1988 - October 2006
Skills
Fixed Income, Bloomberg, Series 7
Education
State University of New York College at Plattsburgh 1984 — 1986
Pace University - Lubin School of Business
MBA, Finance-Portfolio Management
Westchester Community College
Guillermo Cervera Guillermo Cervera's Lazard Asset Management Experience May 1998 - Present
Job Graphic Designer at Lazard
Industry Financial Services
Experience
Lazard Asset Management May 1998 - Present
Lazard February 1998 - Present
Lazard Asset Management 1998 - 2013
Advanced Technological Solutions 1990 - 1998
Skills
Asset Managment, Corporate Branding, Mac, Adobe Creative Suite, Illustrator, Adobe Acrobat, Dreamweaver, Asset Management, Corporate Identity, QuarkXPress, InDesign, Marketing Communications, Graphic Design, Typography, PowerPoint, Photoshop
Education
Queens College
BA, Computer Science
Lazard Asset Management May 1998 - Present
Lazard February 1998 - Present
Lazard Asset Management 1998 - 2013
Advanced Technological Solutions 1990 - 1998
Skills
Asset Managment, Corporate Branding, Mac, Adobe Creative Suite, Illustrator, Adobe Acrobat, Dreamweaver, Asset Management, Corporate Identity, QuarkXPress, InDesign, Marketing Communications, Graphic Design, Typography, PowerPoint, Photoshop
Education
Queens College
BA, Computer Science
Maya Narasaki Maya Narasaki's Lazard Asset Management Experience June 2013 - August 2013
Job Data Management Analyst at Aflac Global Investments
Industry Financial Services
Experience
Aflac Global Investments September 2014 - Present
Lazard Asset Management June 2013 - August 2013
Rutgers University August 2012 - May 2013
Skills
Statistics, R, SAS, Statistical Modeling, Management, Data Analysis, Japanese
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Mathematics and Statistics
Aflac Global Investments September 2014 - Present
Lazard Asset Management June 2013 - August 2013
Rutgers University August 2012 - May 2013
Skills
Statistics, R, SAS, Statistical Modeling, Management, Data Analysis, Japanese
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (BA), Mathematics and Statistics
Matthew Ruby's Lazard Asset Management Experience June 2007 - January 2008
Job Police Officer at Deer Park Police Department
Industry Law Enforcement
Experience
Deer Park Police Department May 2013 - Present
Houston Police Dept 2008 - 2012
Lazard Asset Management June 2007 - January 2008
School Professionals June 2006 - June 2007
RichFX June 2005 - June 2006
Telekurs Financial June 2004 - June 2005
Skills
Microsoft Office, Political Science, Training, Police, Criminal Justice, Law Enforcement, Analysis, Emergency Management, Research, Public Speaking, Homeland Security, Crisis Management
Education
University of Connecticut 2001 — 2003
Bachelors Degree, Political Science
University of Southern Maine 2000 — 2001
General Studies, Criminal Justice
Hamden High School 1995 — 1999
High School Diploma
TCLOSE Certification - State of Texas
Deer Park Police Department May 2013 - Present
Houston Police Dept 2008 - 2012
Lazard Asset Management June 2007 - January 2008
School Professionals June 2006 - June 2007
RichFX June 2005 - June 2006
Telekurs Financial June 2004 - June 2005
Skills
Microsoft Office, Political Science, Training, Police, Criminal Justice, Law Enforcement, Analysis, Emergency Management, Research, Public Speaking, Homeland Security, Crisis Management
Education
University of Connecticut 2001 — 2003
Bachelors Degree, Political Science
University of Southern Maine 2000 — 2001
General Studies, Criminal Justice
Hamden High School 1995 — 1999
High School Diploma
TCLOSE Certification - State of Texas
Ozzie Frankel Ozzie Frankel's Lazard Asset Management Experience November 2002 - March 2006
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Lazard Asset Management November 2002 - March 2006
OFFITBANK, A division of Wachovia Corporation November 1999 - November 2002
Andrew M Carter and Company February 1994 - November 1999
Dewey Square Investors January 1988 - February 1994
Skills
Certified Financial..., Wealth Management, Estate Planning, Investments, Investment Management, Fixed Income Portfolio..., Fixed Income, Asset Allocation, Investment Strategies, Portfolio Management, Portfolio Performance..., Bonds, ETFs, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Advisory, Series 7, RIA
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Princeton University 1971 — 1975
BS, Electrical Engineering
Merrill Lynch June 2011 - Present
Lazard Asset Management November 2002 - March 2006
OFFITBANK, A division of Wachovia Corporation November 1999 - November 2002
Andrew M Carter and Company February 1994 - November 1999
Dewey Square Investors January 1988 - February 1994
Skills
Certified Financial..., Wealth Management, Estate Planning, Investments, Investment Management, Fixed Income Portfolio..., Fixed Income, Asset Allocation, Investment Strategies, Portfolio Management, Portfolio Performance..., Bonds, ETFs, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Advisory, Series 7, RIA
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Princeton University 1971 — 1975
BS, Electrical Engineering
Glenn Barsuhn Glenn Barsuhn's Lazard Asset Management Experience March 1990 - April 1994
Job Contractor at Duke Energy Corporation
Industry Utilities
Experience
Principle Solutions Group March 2011 - Present
Bank Of America June 2005 - February 2011
ING Investment Management April 1994 - June 2005
Lazard Asset Management March 1990 - April 1994
Skills
Fixed Income, Portfolio Management, Asset Managment, Process Improvement, Mutual Funds, Analysis, Performance Measurement, Six Sigma, Management, Securities, Bloomberg, Wealth Management, Investment Management, Accounting, Back Office, Program Management, Business Process..., Leadership, Banking, Equities, Business Analysis, Financial Services
Education
State University of New York - System 1985 — 1986
Bachelor of Science (B.S.), Production Operations Management
University of Dayton 1982 — 1984
General
Scarsdale High School 1978 — 1982
Diploma
Principle Solutions Group March 2011 - Present
Bank Of America June 2005 - February 2011
ING Investment Management April 1994 - June 2005
Lazard Asset Management March 1990 - April 1994
Skills
Fixed Income, Portfolio Management, Asset Managment, Process Improvement, Mutual Funds, Analysis, Performance Measurement, Six Sigma, Management, Securities, Bloomberg, Wealth Management, Investment Management, Accounting, Back Office, Program Management, Business Process..., Leadership, Banking, Equities, Business Analysis, Financial Services
Education
State University of New York - System 1985 — 1986
Bachelor of Science (B.S.), Production Operations Management
University of Dayton 1982 — 1984
General
Scarsdale High School 1978 — 1982
Diploma
Susanne Gealy Susanne Gealy's Lazard Asset Management Experience 2001 - 2007
Job Portfolio Manager at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas 2008 - Present
Investcorp 2007 - 2008
Lazard Asset Management 2001 - 2007
Banc of America Securities 1998 - 2000
JP Morgan 1996 - 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin
BS, Engineering
American School in London
Teacher Retirement System of Texas 2008 - Present
Investcorp 2007 - 2008
Lazard Asset Management 2001 - 2007
Banc of America Securities 1998 - 2000
JP Morgan 1996 - 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin
BS, Engineering
American School in London
Richard Tartarini, AIF® Richard Tartarini, AIF®'s Lazard Asset Management Experience April 1994 - September 1995
Job Wealth Advisor, Branch Manager, Tartarini Financial Services
Industry Financial Services
Experience
Tartarini Financial Services (Securities offered through LPL Financial Member FINRA/SIPC) February 2005 - Present
Smith Barney November 1999 - February 2005
PaineWebber September 1995 - November 1999
Lazard Asset Management April 1994 - September 1995
Skills
Asset Management, Retirement Planning, Asset Allocation, Finance, Estate Planning, Corporate Law, Employee Benefits, Corporate Finance, Mutual Funds, Financial Services, Management, Securities, Investments, Insurance, Financial Planners
Education
Suffolk University 1983 — 1987
BSBA, Finance
Malden Catholic 1979 — 1983
Tartarini Financial Services (Securities offered through LPL Financial Member FINRA/SIPC) February 2005 - Present
Smith Barney November 1999 - February 2005
PaineWebber September 1995 - November 1999
Lazard Asset Management April 1994 - September 1995
Skills
Asset Management, Retirement Planning, Asset Allocation, Finance, Estate Planning, Corporate Law, Employee Benefits, Corporate Finance, Mutual Funds, Financial Services, Management, Securities, Investments, Insurance, Financial Planners
Education
Suffolk University 1983 — 1987
BSBA, Finance
Malden Catholic 1979 — 1983
Agatha C Melvin Agatha C Melvin's Lazard Asset Management Experience 1990 - 1992
Job Financial Services Professional | Project Manager/Business Analyst | Business Intelligence
Industry Financial Services
Experience
Melvin Consulting 2008 - Present
Melvin Consulting July 2014 - October 2014
JPMorgan Chase 2005 - 2008
Clients: Lehman Bros, Morgan Stanley, Refco, Banexi, Forum Capital Markets, Viva Associates. 1992 - 2005
Lazard Asset Management 1990 - 1992
London Stock Exchange (LSE), London, England 1988 - 1990
Skills
Project Management, Project Delivery, Business Analysis, Financial Analysis, MS Office Suite, Budgeting, Social & Digital Media, Writing, Editing, Blogging, Budgets, Microsoft Office, Management, Market Research, Report Writing, Business Objects, WordPress, Marketing, Training, Investments, Portfolio Management, Analysis, Risk Management, Banking, Financial Services, Fixed Income, Securities, Strategic Financial..., Hedge Funds, Equities, Financial Modeling, Capital Markets, Investment Banking, Derivatives, Mutual Funds, Wealth Management, Asset Management, Mergers & Acquisitions, Financial Risk, Valuation, Alternative Investments, Trading, Trading Systems, Due Diligence, Financial Markets, Asset Allocation, Financial Planning, Finance, Consulting
Education
University College Dublin
B.A., Economics and Political Science
Pace University-New York
Project Management Prep Course
NYSSA
Financial Studies
Kaplan Online University
CFP, Certificate of Financial Planning Candidate
Melvin Consulting 2008 - Present
Melvin Consulting July 2014 - October 2014
JPMorgan Chase 2005 - 2008
Clients: Lehman Bros, Morgan Stanley, Refco, Banexi, Forum Capital Markets, Viva Associates. 1992 - 2005
Lazard Asset Management 1990 - 1992
London Stock Exchange (LSE), London, England 1988 - 1990
Skills
Project Management, Project Delivery, Business Analysis, Financial Analysis, MS Office Suite, Budgeting, Social & Digital Media, Writing, Editing, Blogging, Budgets, Microsoft Office, Management, Market Research, Report Writing, Business Objects, WordPress, Marketing, Training, Investments, Portfolio Management, Analysis, Risk Management, Banking, Financial Services, Fixed Income, Securities, Strategic Financial..., Hedge Funds, Equities, Financial Modeling, Capital Markets, Investment Banking, Derivatives, Mutual Funds, Wealth Management, Asset Management, Mergers & Acquisitions, Financial Risk, Valuation, Alternative Investments, Trading, Trading Systems, Due Diligence, Financial Markets, Asset Allocation, Financial Planning, Finance, Consulting
Education
University College Dublin
B.A., Economics and Political Science
Pace University-New York
Project Management Prep Course
NYSSA
Financial Studies
Kaplan Online University
CFP, Certificate of Financial Planning Candidate
Amy Litwin Deppe Amy Litwin Deppe's Lazard Asset Management Experience April 2001 - April 2003
Job Experienced Executive Director, Foundation for Global Scholars
Industry Fund-Raising
Experience
Foundation for Asia-Pacific Education November 2007 - May 2011
AustraLearn June 2004 - November 2007
Academic Search International May 2003 - February 2004
Lazard Asset Management April 2001 - April 2003
Education
University of Colorado Boulder 1996 — 2000
Foundation for Asia-Pacific Education November 2007 - May 2011
AustraLearn June 2004 - November 2007
Academic Search International May 2003 - February 2004
Lazard Asset Management April 2001 - April 2003
Education
University of Colorado Boulder 1996 — 2000
Barry Randall Barry Randall's Lazard Asset Management Experience April 2007 - September 2008
Job Portfolio Manager at Sparrow Capital Management, Inc.
Industry Investment Management
Experience
Sparrow Capital Management, Inc. September 2014 - Present
Crabtree Asset Management September 2008 - Present
Lazard Asset Management April 2007 - September 2008
MTB Investment Advisors January 2006 - March 2007
U. S. Bancorp Asset Management February 2002 - May 2005
U. S. Bancorp Asset Management May 2000 - February 2002
Advantus Capital Management April 1998 - May 2000
Dain Rauscher June 1995 - April 1998
Skills
Portfolio Management, Equity Research, Technology Research, Asset Management, Equities, Fundamental Research, SaaS, Software Industry, Research
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
University of Massachusetts, Amherst 1980 — 1986
BS, Mathematics and Computer Science
Sparrow Capital Management, Inc. September 2014 - Present
Crabtree Asset Management September 2008 - Present
Lazard Asset Management April 2007 - September 2008
MTB Investment Advisors January 2006 - March 2007
U. S. Bancorp Asset Management February 2002 - May 2005
U. S. Bancorp Asset Management May 2000 - February 2002
Advantus Capital Management April 1998 - May 2000
Dain Rauscher June 1995 - April 1998
Skills
Portfolio Management, Equity Research, Technology Research, Asset Management, Equities, Fundamental Research, SaaS, Software Industry, Research
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
University of Massachusetts, Amherst 1980 — 1986
BS, Mathematics and Computer Science
Ashraf Diab's Lazard Asset Management Experience December 1998 - December 2005
Job Finance, Accounting Director Job seeker.
Industry Accounting
Experience
Madar Capital April 2014 - June 2015
Prince Restaurant April 2012 - March 2014
PIVOT Engineering & General Contracting Company December 2009 - November 2011
Arab African International Securities December 2008 - December 2009
Ali & Sons Co. LLC December 2005 - December 2008
Lazard Asset Management December 1998 - December 2005
Saad Hanna Sons for Trade & Contracting November 1996 - December 1998
AL JERAISY GROUP COMPANY April 1994 - November 1996
Accor August 1989 - March 1994
Laing Wimpey AliReza December 1982 - April 1989
Skills
Financial Statements, Budgets, Internal Controls, US GAAP, Financial Accounting, Financial Reporting, Cash Flow, Cost Control, Cash Flow Forecasting, Auditing, Accounting, Financial Analysis, Management, General Ledger, Cost Accounting, Corporate Budgeting, Income Statement, Account Reconciliation, Cash Management, Leadership, Strategic Financial..., IFRS, Forecasting, ERP, Payroll, Accruals, Compliance, Financial Audits, Accounts Receivable, Accounts Payable, Sarbanes-Oxley Act, Working Capital..., Management Accounting, Bank Reconciliation, Asset Management, Financial Modeling, Project Finance, Fixed Assets, Financial Forecasting, QuickBooks, Finance, Internal Audit, Budgeting, Strategy, Financial Planning, Real Estate Accounting, Fund Accounting, GAAP, Negotiation, Analysis
Education
The American University in Cairo 1999 — 2000
Professional Certificate in Asset Management, Asset Management
Zagazig University 1975 — 1979
Bachelor’s Degree, Accounting, Good
Madar Capital April 2014 - June 2015
Prince Restaurant April 2012 - March 2014
PIVOT Engineering & General Contracting Company December 2009 - November 2011
Arab African International Securities December 2008 - December 2009
Ali & Sons Co. LLC December 2005 - December 2008
Lazard Asset Management December 1998 - December 2005
Saad Hanna Sons for Trade & Contracting November 1996 - December 1998
AL JERAISY GROUP COMPANY April 1994 - November 1996
Accor August 1989 - March 1994
Laing Wimpey AliReza December 1982 - April 1989
Skills
Financial Statements, Budgets, Internal Controls, US GAAP, Financial Accounting, Financial Reporting, Cash Flow, Cost Control, Cash Flow Forecasting, Auditing, Accounting, Financial Analysis, Management, General Ledger, Cost Accounting, Corporate Budgeting, Income Statement, Account Reconciliation, Cash Management, Leadership, Strategic Financial..., IFRS, Forecasting, ERP, Payroll, Accruals, Compliance, Financial Audits, Accounts Receivable, Accounts Payable, Sarbanes-Oxley Act, Working Capital..., Management Accounting, Bank Reconciliation, Asset Management, Financial Modeling, Project Finance, Fixed Assets, Financial Forecasting, QuickBooks, Finance, Internal Audit, Budgeting, Strategy, Financial Planning, Real Estate Accounting, Fund Accounting, GAAP, Negotiation, Analysis
Education
The American University in Cairo 1999 — 2000
Professional Certificate in Asset Management, Asset Management
Zagazig University 1975 — 1979
Bachelor’s Degree, Accounting, Good
Marco Carlacci Marco Carlacci's Lazard Asset Management Experience September 2013 - Present
Job Key Accounts Associate Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management September 2013 - Present
Morgan Stanley May 2012 - September 2013
HSBC Alternative Fund Services September 2010 - May 2012
Northwestern Mutual Financial Network December 2007 - May 2010
Skills
Investor Relations, AML, Fund Of Funds, Due Diligence, Microsoft Office, Competitive Analysis, CRM, KYC, Client Relationship..., Hedge Funds, Documentation, International Business, Emerging Markets, Client Services, Investment Strategies, Institutional..., Series 7, Series 66, Series 31, Alternative Investments, Equities
Education
Quinnipiac University - School of Business 2006 — 2010
BS, International Business
University of Richmond, Florence 2009 — 2009
International Studies, International Business
Lazard Asset Management September 2013 - Present
Morgan Stanley May 2012 - September 2013
HSBC Alternative Fund Services September 2010 - May 2012
Northwestern Mutual Financial Network December 2007 - May 2010
Skills
Investor Relations, AML, Fund Of Funds, Due Diligence, Microsoft Office, Competitive Analysis, CRM, KYC, Client Relationship..., Hedge Funds, Documentation, International Business, Emerging Markets, Client Services, Investment Strategies, Institutional..., Series 7, Series 66, Series 31, Alternative Investments, Equities
Education
Quinnipiac University - School of Business 2006 — 2010
BS, International Business
University of Richmond, Florence 2009 — 2009
International Studies, International Business
Yale Isaacs Yale Isaacs's Lazard Asset Management Experience July 2015 - Present
Job Financial analyst
Industry Financial Services
Experience
Lazard Asset Management July 2015 - Present
Buffalo Bay Capital June 2015 - June 2015
Cedarview Capital Management March 2015 - May 2015
Idoru Trading Corporation September 2011 - March 2015
SRK Management December 2013 - April 2014
Wok Tov Inc March 2012 - March 2012
The Kosher Cook August 2010 - January 2011
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Studies
Lazard Asset Management July 2015 - Present
Buffalo Bay Capital June 2015 - June 2015
Cedarview Capital Management March 2015 - May 2015
Idoru Trading Corporation September 2011 - March 2015
SRK Management December 2013 - April 2014
Wok Tov Inc March 2012 - March 2012
The Kosher Cook August 2010 - January 2011
Education
City University of New York-Queens College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Studies
Paul LeBlanc's Lazard Asset Management Experience May 2012 - June 2015
Job Seeking next opportunity
Industry Investment Management
Experience
Seeking New Position June 2015 - Present
Lazard Asset Management May 2012 - June 2015
Natixis Global Associates August 2008 - May 2012
Columbia Management August 2006 - August 2008
Bank of America December 2003 - August 2006
The Bulfinch Group July 2002 - July 2003
MetLife June 2001 - July 2002
Skills
Investments, Fixed Income, Equities, Investment Strategies, Management, Financial Services, Business Development, Finance, Analysis, Sales Presentations, CRM, Asset Management, Relationship Management, Entrepreneurship, Portfolio Management, Alternative Investments, Mutual Funds, Territory Development, Hedge Funds, Emerging Markets, Series 7
Education
Saint Anselm College 1997 — 2001
Business / Financial Economics
St. John's Prep 1993 — 1997
Seeking New Position June 2015 - Present
Lazard Asset Management May 2012 - June 2015
Natixis Global Associates August 2008 - May 2012
Columbia Management August 2006 - August 2008
Bank of America December 2003 - August 2006
The Bulfinch Group July 2002 - July 2003
MetLife June 2001 - July 2002
Skills
Investments, Fixed Income, Equities, Investment Strategies, Management, Financial Services, Business Development, Finance, Analysis, Sales Presentations, CRM, Asset Management, Relationship Management, Entrepreneurship, Portfolio Management, Alternative Investments, Mutual Funds, Territory Development, Hedge Funds, Emerging Markets, Series 7
Education
Saint Anselm College 1997 — 2001
Business / Financial Economics
St. John's Prep 1993 — 1997
Jennifer Paglia Jennifer Paglia's Lazard Asset Management Experience August 2015 - Present
Job Institutional Account Services Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management August 2015 - Present
Lazard Asset Management December 2011 - Present
Oppenheimer & Co. June 2008 - November 2011
Oppenheimer & Co. January 2008 - June 2008
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Morningstar, Bloomberg, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Securities, Asset Management, Trading, Options, Finance, Investment Banking, Financial Advisory, Alternative Investments, FINRA, Bonds, Uniform Combined State...
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration: Finance
Ramsey High School 2000 — 2004
Lazard Asset Management August 2015 - Present
Lazard Asset Management December 2011 - Present
Oppenheimer & Co. June 2008 - November 2011
Oppenheimer & Co. January 2008 - June 2008
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Morningstar, Bloomberg, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Securities, Asset Management, Trading, Options, Finance, Investment Banking, Financial Advisory, Alternative Investments, FINRA, Bonds, Uniform Combined State...
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration: Finance
Ramsey High School 2000 — 2004
Alison Young's Lazard Asset Management Experience March 2007 - September 2009
Job Vice President, AML at Commerzbank AG
Industry Financial Services
Experience
Commerzbank AG August 2015 - Present
HSBC September 2009 - August 2015
Lazard Asset Management March 2007 - September 2009
Lazard Asset Management 2005 - 2006
TD Waterhouse 2005 - 2005
Skills
ACAMS, Series 7, Series 66, Series 9 and 10, Series 24, Legal Compliance, Private Banking, Alternative Investments, AML, Employee Training
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Marketing and International Business
Commerzbank AG August 2015 - Present
HSBC September 2009 - August 2015
Lazard Asset Management March 2007 - September 2009
Lazard Asset Management 2005 - 2006
TD Waterhouse 2005 - 2005
Skills
ACAMS, Series 7, Series 66, Series 9 and 10, Series 24, Legal Compliance, Private Banking, Alternative Investments, AML, Employee Training
Education
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Marketing and International Business
Jon Cleary Jon Cleary's Lazard Asset Management Experience June 2013 - August 2013
Job Client Relations Analyst at Abbott Capital Management
Industry Venture Capital & Private Equity
Experience
Abbott Capital Management, LLC March 2015 - Present
PricewaterhouseCoopers July 2014 - February 2015
Lazard Asset Management June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Teamwork, Leadership, Data Analysis, Financial Services, Finance, Financial Modeling, Analysis
Education
Penn State University 2010 — 2014
Bachelors of Science, Finance
Abbott Capital Management, LLC March 2015 - Present
PricewaterhouseCoopers July 2014 - February 2015
Lazard Asset Management June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Teamwork, Leadership, Data Analysis, Financial Services, Finance, Financial Modeling, Analysis
Education
Penn State University 2010 — 2014
Bachelors of Science, Finance
Jennifer Whitehouse Jennifer Whitehouse's Lazard Asset Management Experience January 2015 - Present
Job Senior Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management January 2015 - Present
Destra Capital April 2012 - December 2014
Sun Life Financial June 2009 - March 2012
Lincoln Financial Group May 2007 - June 2009
Genworth Financial May 2001 - May 2007
Skills
National Account Sales, Distribution Management, Territory Management, New Business Development, Sales Presentations, Wholesaling, Annuities, Mutual Funds, Long Term Care, Life Insurance, Long-term Care, Series 7, Wholesale, Variable Annuities, National Accounts, Alternative Investments, Distributed Team..., Financial Advisory, Financial Services, Fixed Annuities, Series 63
Education
University of Southern Maine 1990 — 1993
Bachelor of Arts, Economics
Saint Anselm College 1989 — 1989
Lazard Asset Management January 2015 - Present
Destra Capital April 2012 - December 2014
Sun Life Financial June 2009 - March 2012
Lincoln Financial Group May 2007 - June 2009
Genworth Financial May 2001 - May 2007
Skills
National Account Sales, Distribution Management, Territory Management, New Business Development, Sales Presentations, Wholesaling, Annuities, Mutual Funds, Long Term Care, Life Insurance, Long-term Care, Series 7, Wholesale, Variable Annuities, National Accounts, Alternative Investments, Distributed Team..., Financial Advisory, Financial Services, Fixed Annuities, Series 63
Education
University of Southern Maine 1990 — 1993
Bachelor of Arts, Economics
Saint Anselm College 1989 — 1989
Charles Hoeveler Charles Hoeveler's Lazard Asset Management Experience September 2004 - January 2009
Job Managing Partner, Norwood Capital Partners, LP
Industry Financial Services
Experience
Norwood Capital Partners, L.P. August 2010 - Present
Lazard Asset Management September 2004 - January 2009
Deutsche Banc Alex Brown, Inc January 2000 - September 2002
Security Capital Group, Inc September 1998 - January 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Due Diligence, Equities, Portfolio Management, Venture Capital, Capital Markets, Competitive Analysis, Securities, Mutual Funds, Trading, Entrepreneurship, Financial Structuring, Hedge Funds, Fundraising, Leadership
Education
UCLA Anderson School of Management 2002 — 2004
M.B.A, Finance
Stanford University 1994 — 1998
BA, Economics
Norwood Capital Partners, L.P. August 2010 - Present
Lazard Asset Management September 2004 - January 2009
Deutsche Banc Alex Brown, Inc January 2000 - September 2002
Security Capital Group, Inc September 1998 - January 2000
Skills
Equity Research, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Due Diligence, Equities, Portfolio Management, Venture Capital, Capital Markets, Competitive Analysis, Securities, Mutual Funds, Trading, Entrepreneurship, Financial Structuring, Hedge Funds, Fundraising, Leadership
Education
UCLA Anderson School of Management 2002 — 2004
M.B.A, Finance
Stanford University 1994 — 1998
BA, Economics
James Sosnicky James Sosnicky's Lazard Asset Management Experience July 2002 - September 2002
Job Managing Director at Mintwood Consulting, LLC
Industry International Trade and Development
Experience
Mintwood Consulting, LLC July 2015 - Present
SEAF November 2006 - July 2015
Scimitar Global Ventures August 2005 - November 2006
United States Army May 2003 - August 2005
Lazard Asset Management July 2002 - September 2002
Village Voice November 1998 - April 2001
The New York Times November 1997 - November 1998
Free Country 99.9 WFRE July 1995 - November 1997
US Army May 1993 - May 1995
Skills
Business Development, Entrepreneurship, Leadership, Market Research, Management, Analysis, Business Strategy, Public Relations, Marketing, International Business, Social Media Marketing, Investments, Sales, Strategy, Event Management, Online Advertising, Government, Emerging Markets, Product Development, Strategic Planning, Start-ups, Project Management, Nonprofits, Team Building, Venture Capital, Project Planning, Advertising, Valuation, Financial Analysis, Social Media, Management Consulting, Policy, Community Building, Corporate Finance, Negotiation, Cross-cultural Teams, Program Management, Research, Financial Modeling, Public Speaking, Retail, Private Equity, Team Leadership, Marketing Strategy, Digital Marketing, Integrated Marketing, Strategic Partnerships, Digital Strategy, International Relations, Mergers & Acquisitions
Education
The George Washington University - The Elliott School of International Affairs 2005 — 2006
MIPP, International Policy and Practice
University of Oxford - Said Business School 2001 — 2002
MBA, International Trade & Investment
United States Military Academy at West Point 1989 — 1993
Bachelor of Science, International & Strategic History with minor in Systems Engineering
Douglas County High School 1986 — 1989
Mintwood Consulting, LLC July 2015 - Present
SEAF November 2006 - July 2015
Scimitar Global Ventures August 2005 - November 2006
United States Army May 2003 - August 2005
Lazard Asset Management July 2002 - September 2002
Village Voice November 1998 - April 2001
The New York Times November 1997 - November 1998
Free Country 99.9 WFRE July 1995 - November 1997
US Army May 1993 - May 1995
Skills
Business Development, Entrepreneurship, Leadership, Market Research, Management, Analysis, Business Strategy, Public Relations, Marketing, International Business, Social Media Marketing, Investments, Sales, Strategy, Event Management, Online Advertising, Government, Emerging Markets, Product Development, Strategic Planning, Start-ups, Project Management, Nonprofits, Team Building, Venture Capital, Project Planning, Advertising, Valuation, Financial Analysis, Social Media, Management Consulting, Policy, Community Building, Corporate Finance, Negotiation, Cross-cultural Teams, Program Management, Research, Financial Modeling, Public Speaking, Retail, Private Equity, Team Leadership, Marketing Strategy, Digital Marketing, Integrated Marketing, Strategic Partnerships, Digital Strategy, International Relations, Mergers & Acquisitions
Education
The George Washington University - The Elliott School of International Affairs 2005 — 2006
MIPP, International Policy and Practice
University of Oxford - Said Business School 2001 — 2002
MBA, International Trade & Investment
United States Military Academy at West Point 1989 — 1993
Bachelor of Science, International & Strategic History with minor in Systems Engineering
Douglas County High School 1986 — 1989
Valerie Butchen-Hampson Valerie Butchen-Hampson's Lazard Asset Management Experience November 1991 - August 1998
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG September 1998 - Present
Lazard Asset Management November 1991 - August 1998
Skills
US GAAP, Financial Reporting, IFRS, External Audit, Internal Controls, SEC filings, Risk Management, Accounting
Education
State University of New York College at Oneonta
Bachelor's degree, Business Economics
KPMG September 1998 - Present
Lazard Asset Management November 1991 - August 1998
Skills
US GAAP, Financial Reporting, IFRS, External Audit, Internal Controls, SEC filings, Risk Management, Accounting
Education
State University of New York College at Oneonta
Bachelor's degree, Business Economics
Sujata Hingorani Sujata Hingorani's Lazard Asset Management Experience December 2013 - Present
Job Financial Institutions Group, Key Accounts at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management December 2013 - Present
Van Eck Global June 2012 - November 2013
UBS Wealth Management August 2009 - May 2012
UBS Investment Bank June 2008 - August 2008
General Electric June 2007 - August 2007
Skills
Series 7, ETFs, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Equities, Uniform Combined State..., Securities, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Management, Financial Advisory, Financial Markets, FINRA, Investment Management
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science
Lazard Asset Management December 2013 - Present
Van Eck Global June 2012 - November 2013
UBS Wealth Management August 2009 - May 2012
UBS Investment Bank June 2008 - August 2008
General Electric June 2007 - August 2007
Skills
Series 7, ETFs, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Equities, Uniform Combined State..., Securities, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Management, Financial Advisory, Financial Markets, FINRA, Investment Management
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science
Craig Snyder Craig Snyder's Lazard Asset Management Experience October 2005 - 2014
Job Senior Regional Director NYC Metro & Mid Atlantic at William Blair & Company
Industry Financial Services
Experience
William Blair & Company October 2014 - Present
Lazard Asset Management October 2005 - 2014
Nuveen Investments 1999 - 2005
Mauger & Company June 1991 - August 1999
Skills
Separately Managed..., Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Managment, Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets
Education
Penn State University 1984 — 1989
BS Public Service with Executive Option, Political Science and Government
William Blair & Company October 2014 - Present
Lazard Asset Management October 2005 - 2014
Nuveen Investments 1999 - 2005
Mauger & Company June 1991 - August 1999
Skills
Separately Managed..., Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Managment, Wealth Management, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets
Education
Penn State University 1984 — 1989
BS Public Service with Executive Option, Political Science and Government
Cesar Trelles Cesar Trelles's Lazard Asset Management Experience February 2011 - Present
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management February 2011 - Present
The Lazard Funds Inc. September 2004 - Present
UBS Global Asset Management March 2001 - September 2004
UBS Global Asset Management August 1998 - March 2001
Mellon Bank May 1997 - August 1998
Generali Re Insurance 1997 - 1998
Skills
Financial Statement..., Transfer Agency..., Microsoft Excel, Organizational..., Responsiveness, Dependable Team Player
Education
Pace University - Lubin School of Business 1994 — 1997
BBA, Accounting
Archbishop Molly High School 1989 — 1993
Lazard Asset Management February 2011 - Present
The Lazard Funds Inc. September 2004 - Present
UBS Global Asset Management March 2001 - September 2004
UBS Global Asset Management August 1998 - March 2001
Mellon Bank May 1997 - August 1998
Generali Re Insurance 1997 - 1998
Skills
Financial Statement..., Transfer Agency..., Microsoft Excel, Organizational..., Responsiveness, Dependable Team Player
Education
Pace University - Lubin School of Business 1994 — 1997
BBA, Accounting
Archbishop Molly High School 1989 — 1993
Michael Tamasco Michael Tamasco's Lazard Asset Management Experience July 2000 - December 2010
Job at
Industry Investment Management
Experience
Rothschild Asset Management January 2014 - Present
Rothschild Group 2013 - Present
Rothschild Asset Management January 2011 - December 2013
Lazard Asset Management July 2000 - December 2010
PaineWebber Incorporated 1995 - 2000
Sanwa Securities (USA) Ltd. 1993 - 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Asset Allocation
Education
Syracuse University
Bachelor of Arts (BA)
Rothschild Asset Management January 2014 - Present
Rothschild Group 2013 - Present
Rothschild Asset Management January 2011 - December 2013
Lazard Asset Management July 2000 - December 2010
PaineWebber Incorporated 1995 - 2000
Sanwa Securities (USA) Ltd. 1993 - 1995
Skills
Alternative Investments, Hedge Funds, Asset Management, Asset Allocation
Education
Syracuse University
Bachelor of Arts (BA)
Francis Collins's Lazard Asset Management Experience March 2010 - Present
Job Associate at Lazard Asset Management
Industry Retail
Experience
Lazard Asset Management March 2010 - Present
Laxbal August 2006 - August 2014
New Media Technologies May 2009 - August 2009
Goldman Sachs & Co June 2006 - August 2008
Skills
Financial Analysis, Bloomberg, Due Diligence, Start-ups, Hedge Funds, Inventory Management, Accounting, Research, Investments, Financial Modeling, Valuation, Financial Services, Fixed Income, Capital Markets, Securities, Series 7, Financial Markets, Derivatives, Finance, Management, Leadership
Education
Rutgers University-New Brunswick 2005 — 2009
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Investment Management
Rutgers University
Lazard Asset Management March 2010 - Present
Laxbal August 2006 - August 2014
New Media Technologies May 2009 - August 2009
Goldman Sachs & Co June 2006 - August 2008
Skills
Financial Analysis, Bloomberg, Due Diligence, Start-ups, Hedge Funds, Inventory Management, Accounting, Research, Investments, Financial Modeling, Valuation, Financial Services, Fixed Income, Capital Markets, Securities, Series 7, Financial Markets, Derivatives, Finance, Management, Leadership
Education
Rutgers University-New Brunswick 2005 — 2009
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Investment Management
Rutgers University
Matthew Quinlan Matthew Quinlan's Lazard Asset Management Experience January 2015 - Present
Job Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management January 2015 - Present
Merrill Lynch June 2012 - December 2014
Skills
Series 7, Series 66, PowerPoint, Excel, Word, Microsoft Office, Access, Oracle, CRM software, Golf
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Environmental and Business Economics, Business Economics
Montgomery High School
Lazard Asset Management January 2015 - Present
Merrill Lynch June 2012 - December 2014
Skills
Series 7, Series 66, PowerPoint, Excel, Word, Microsoft Office, Access, Oracle, CRM software, Golf
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Environmental and Business Economics, Business Economics
Montgomery High School
Jake Vukelic's Lazard Asset Management Experience April 2006 - January 2009
Job Project Manager & Product Development Professional
Industry Financial Services
Experience
S&P DOW JONES INDICES January 2011 - Present
Vukelic Realty January 2009 - December 2010
Lazard Asset Management April 2006 - January 2009
Standard & Poor's April 2000 - March 2006
Standard & Poor's April 1997 - April 2000
21st Century Marketing June 1995 - April 1997
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments, Strategy, Emerging Markets, Due Diligence, Investor Relations, Financial Services, Finance, Quantitative Analytics, Strategic Partnerships, Analysis, Management, Product Management, Leadership, Global Macro, Capital Markets, Asset Management, Portfolio Management, Derivatives, Marketing
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 1999
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
BS, Marketing
S&P DOW JONES INDICES January 2011 - Present
Vukelic Realty January 2009 - December 2010
Lazard Asset Management April 2006 - January 2009
Standard & Poor's April 2000 - March 2006
Standard & Poor's April 1997 - April 2000
21st Century Marketing June 1995 - April 1997
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Investments, Strategy, Emerging Markets, Due Diligence, Investor Relations, Financial Services, Finance, Quantitative Analytics, Strategic Partnerships, Analysis, Management, Product Management, Leadership, Global Macro, Capital Markets, Asset Management, Portfolio Management, Derivatives, Marketing
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 1999
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
BS, Marketing
Juan Mier, CFA Juan Mier, CFA's Lazard Asset Management Experience March 2015 - Present
Job Vice President, Central Marketing Services at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2012 - Present
Brandes Investment Partners July 2011 - January 2012
Frontier Market Asset Management June 2010 - December 2010
Fujifilm de Mexico, SA de CV January 2005 - August 2009
Skills
Financial Modeling, VBA, Valuation, Haver Analytics, Data Visualization, R
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Finance
The University of Queensland 2004 — 2004
Exchange Student, Engineering in Information Technology
Universidad Anáhuac 2001 — 2004
Bachelor, Engineering in Information Technology
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2012 - Present
Brandes Investment Partners July 2011 - January 2012
Frontier Market Asset Management June 2010 - December 2010
Fujifilm de Mexico, SA de CV January 2005 - August 2009
Skills
Financial Modeling, VBA, Valuation, Haver Analytics, Data Visualization, R
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA, Finance
The University of Queensland 2004 — 2004
Exchange Student, Engineering in Information Technology
Universidad Anáhuac 2001 — 2004
Bachelor, Engineering in Information Technology
Michelle Moscatelli's Lazard Asset Management Experience July 2011 - June 2014
Job BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2014 - Present
Lazard Asset Management July 2011 - June 2014
The Island Day School April 2010 - July 2011
Roger Williams University Legal Studies Department May 2010 - September 2010
Roger Williams University, School of Law September 2008 - May 2009
Roger Willaims University, Admissions Office September 2007 - May 2008
Skills
PowerPoint, Microsoft Word, Adobe Acrobat, Lotus Notes, Microsoft Excel, Administrative..., Research, Microsoft Office, Event Planning, Analysis, Facebook
Education
Roger Williams University 2007 — 2011
Bachelors, Criminal Justice, Psychology
Bourne High School 2004 — 2007
BNY Mellon Wealth Management June 2014 - Present
Lazard Asset Management July 2011 - June 2014
The Island Day School April 2010 - July 2011
Roger Williams University Legal Studies Department May 2010 - September 2010
Roger Williams University, School of Law September 2008 - May 2009
Roger Willaims University, Admissions Office September 2007 - May 2008
Skills
PowerPoint, Microsoft Word, Adobe Acrobat, Lotus Notes, Microsoft Excel, Administrative..., Research, Microsoft Office, Event Planning, Analysis, Facebook
Education
Roger Williams University 2007 — 2011
Bachelors, Criminal Justice, Psychology
Bourne High School 2004 — 2007
Benjamin Basson's Lazard Asset Management Experience May 2014 - August 2014
Job Private Equity Associate at a Boutique Private Equity Firm
Industry Financial Services
Experience
Boutique Private Equity Firm June 2015 - Present
Orange Value Fund September 2013 - May 2015
Lazard Asset Management May 2014 - August 2014
Syracuse University September 2011 - May 2014
Eastern Managed Print Network June 2013 - August 2013
Best Buy June 2013 - August 2013
CAA Tactical June 2012 - August 2012
Israeli Transportation Ministry July 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Sales, Marketing, Microsoft Office, Teamwork, Business Development, Consulting, Stock Market Analysis, Public Speaking, Equity Research, Customer Service, Strategic Planning, Negotiation, Hebrew, Value Investing, Stock Trading, Procurement, Budgets, Editing, Capital IQ, DCF Valuation, Comps, Private Equity, Energy Private Equity, Financial Modeling, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Graduated with a Bachelors of Science, Finance, 3.3
Boutique Private Equity Firm June 2015 - Present
Orange Value Fund September 2013 - May 2015
Lazard Asset Management May 2014 - August 2014
Syracuse University September 2011 - May 2014
Eastern Managed Print Network June 2013 - August 2013
Best Buy June 2013 - August 2013
CAA Tactical June 2012 - August 2012
Israeli Transportation Ministry July 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Sales, Marketing, Microsoft Office, Teamwork, Business Development, Consulting, Stock Market Analysis, Public Speaking, Equity Research, Customer Service, Strategic Planning, Negotiation, Hebrew, Value Investing, Stock Trading, Procurement, Budgets, Editing, Capital IQ, DCF Valuation, Comps, Private Equity, Energy Private Equity, Financial Modeling, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Graduated with a Bachelors of Science, Finance, 3.3
Paul R. Martins, CFA Paul R. Martins, CFA's Lazard Asset Management Experience 2002 - 2009
Job Portfolio Manager at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Emigrant Bank 2009 - Present
Lazard Asset Management 2002 - 2009
Wachovia Bank 2001 - 2002
Offitbank (Wealth Management Division of Wachovia Bank) 1998 - 2002
Offitbank 1996 - 1998
Merrill Lynch 1993 - 1996
Merrill Lynch 1987 - 1993
Dean Witter 1986 - 1987
Skills
Credit Analysis, Accounting, Analysis, Asset Management, Auditing, Banking, Bloomberg, Bonds, Capital Markets, Consumer Products, Credit, Credit Risk, Finance, Financial Analysis, Financial Modeling, Fixed Income, High Yield
Education
Pace University - Lubin School of Business 1990 — 1994
MBA
Rutgers, The State University of New Jersey-Newark 1980 — 1985
Fort Lee High School
Edith Lang Edith Lang's Lazard Asset Management Experience September 2011 - Present
Job Research Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 2011 - Present
Education
Queens College 2008 — 2011
Bachelor of Arts (B.A.), Mathematics
Lazard Asset Management September 2011 - Present
Education
Queens College 2008 — 2011
Bachelor of Arts (B.A.), Mathematics
Ilya Akhsanov's Lazard Asset Management Experience May 2007 - Present
Job Account Services Specialist at Lazard Asset Management
Industry Marketing and Advertising
Experience
Lazard Asset Management May 2007 - Present
Warm Biscuit Bedding Company May 2006 - Present
Skills
Web Analytics, Python, Visual Basic, Oracle CRM, Oracle PL/SQL...
Education
Pace University 2014 — 2017
Master of Business Administration (M.B.A.), Finance
Lazard Asset Management May 2007 - Present
Warm Biscuit Bedding Company May 2006 - Present
Skills
Web Analytics, Python, Visual Basic, Oracle CRM, Oracle PL/SQL...
Education
Pace University 2014 — 2017
Master of Business Administration (M.B.A.), Finance
James Boothby's Lazard Asset Management Experience March 2015 - Present
Job Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2011 - Present
Barclays Wealth July 2007 - December 2010
Lehman Brothers 2007 - 2008
Delaware Investments 2006 - 2007
Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking
Education
Trinity College-Hartford 2002 — 2006
BA, Political Science and Government
Chestnut Hill Academy 1990 — 2002
HS
Lazard Asset Management March 2015 - Present
Lazard Asset Management February 2011 - Present
Barclays Wealth July 2007 - December 2010
Lehman Brothers 2007 - 2008
Delaware Investments 2006 - 2007
Skills
Series 7, Equities, Alternative Investments, Hedge Funds, Fixed Income, Series 63, Bloomberg, Investments, Asset Managment, Mutual Funds, Financial Modeling, Capital Markets, Securities, ETFs, Portfolio Management, Asset Allocation, Private Equity, Valuation, Equity Research, Wealth Management, Emerging Markets, Investment Strategies, Asset Management, Investment Banking
Education
Trinity College-Hartford 2002 — 2006
BA, Political Science and Government
Chestnut Hill Academy 1990 — 2002
HS
Rob Connin's Lazard Asset Management Experience July 2004 - Present
Job Managing Director Lazard Asset Management
Industry Capital Markets
Experience
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Martha Ellen Heuermann's Lazard Asset Management Experience February 1998 - June 2001
Job Financial Analyst Leader
Industry Hospital & Health Care
Experience
MSC Care Management, Inc. January 2010 - May 2010
PSS World Medical September 2005 - December 2008
Winn Dixie 2004 - 2005
Lazard Asset Management February 1998 - June 2001
Education
Tulane University 1993 — 1997
BSM, Finance
Tulane University - A.B. Freeman School of Business 1993 — 1997
MSC Care Management, Inc. January 2010 - May 2010
PSS World Medical September 2005 - December 2008
Winn Dixie 2004 - 2005
Lazard Asset Management February 1998 - June 2001
Education
Tulane University 1993 — 1997
BSM, Finance
Tulane University - A.B. Freeman School of Business 1993 — 1997
Michael Sindici, CFA's Lazard Asset Management Experience January 2010 - November 2010
Job Senior Vice President at Aristotle Capital Management, LLC
Industry Financial Services
Experience
Aristotle Capital Management, LLC April 2014 - Present
Nuveen Investments November 2010 - April 2014
Lazard Asset Management January 2010 - November 2010
Nuveen Investments August 2005 - January 2010
Federal Bureau of Investigation August 2004 - August 2005
TCW Investment Management Company July 1999 - August 2004
Skills
Asset Allocation, asset management, Investment Management, Fixed Income, Investment Advisory, Sales, Sales Management, Mutual Funds, Separately Managed..., Asset Managment, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, International Business, Economics
University of Michigan 1994 — 1998
BA, Economics
Aristotle Capital Management, LLC April 2014 - Present
Nuveen Investments November 2010 - April 2014
Lazard Asset Management January 2010 - November 2010
Nuveen Investments August 2005 - January 2010
Federal Bureau of Investigation August 2004 - August 2005
TCW Investment Management Company July 1999 - August 2004
Skills
Asset Allocation, asset management, Investment Management, Fixed Income, Investment Advisory, Sales, Sales Management, Mutual Funds, Separately Managed..., Asset Managment, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, International Business, Economics
University of Michigan 1994 — 1998
BA, Economics
Aristotel Kondili's Lazard Asset Management Experience July 2001 - Present
Job Director / Research Analyst
Industry Financial Services
Experience
Lazard Asset Management July 2001 - Present
PortfolioPR 2000 - 2001
NewBizIncubator.com 1998 - 2000
Skills
Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Investment Management, Asset Managment, Portfolio Management, Bonds, Buy-side, Emerging Markets, Capital Markets, Valuation, Interest Rate..., Asset Management, Bloomberg Terminal, Derivatives, Options
Education
Pace University 1997 — 2001
BBA, Accounting and Finance
Lazard Asset Management July 2001 - Present
PortfolioPR 2000 - 2001
NewBizIncubator.com 1998 - 2000
Skills
Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Investment Management, Asset Managment, Portfolio Management, Bonds, Buy-side, Emerging Markets, Capital Markets, Valuation, Interest Rate..., Asset Management, Bloomberg Terminal, Derivatives, Options
Education
Pace University 1997 — 2001
BBA, Accounting and Finance
James Tuan's Lazard Asset Management Experience June 2002 - May 2005
Job Senior Technology Officer at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company March 2013 - Present
Banc of America Securities 2005 - March 2013
Lazard Asset Management June 2002 - May 2005
T3 Technologies March 1997 - April 2002
Donaldson Lufkin & Jenrette November 1996 - March 1997
Smith Barney June 1994 - November 1996
Societe Generale December 1989 - December 1991
Education
State University of New York at New Paltz 1987 — 1989
FD Roosevelt High School 1976 — 1980
High School
Albert Fried & Company March 2013 - Present
Banc of America Securities 2005 - March 2013
Lazard Asset Management June 2002 - May 2005
T3 Technologies March 1997 - April 2002
Donaldson Lufkin & Jenrette November 1996 - March 1997
Smith Barney June 1994 - November 1996
Societe Generale December 1989 - December 1991
Education
State University of New York at New Paltz 1987 — 1989
FD Roosevelt High School 1976 — 1980
High School
Erik Miller, CFA's Lazard Asset Management Experience December 2011 - Present
Job Global Equity Product Analyst at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management December 2011 - Present
Lazard Asset Management 2005 - December 2011
Bank of New York Mellon 2003 - 2005
Skills
Chartered Financial..., Equities, Fixed Income, Portfolio Management, Mutual Funds, Bonds, Emerging Markets, Bloomberg, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Equity Research, Investment Strategies
Education
Seton Hall University 1997 — 2001
Bachelor of Science (BS), Economics
Union Catholic
Lazard Asset Management December 2011 - Present
Lazard Asset Management 2005 - December 2011
Bank of New York Mellon 2003 - 2005
Skills
Chartered Financial..., Equities, Fixed Income, Portfolio Management, Mutual Funds, Bonds, Emerging Markets, Bloomberg, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Equity Research, Investment Strategies
Education
Seton Hall University 1997 — 2001
Bachelor of Science (BS), Economics
Union Catholic
Ron Dornau's Lazard Asset Management Experience 2007 - 2014
Job Partner / Investment Manager at Foresight Global Investors
Industry Investment Management
Experience
Foresight Global Investors 2015 - Present
Lazard Asset Management 2007 - 2014
Silchester International Investors 2002 - 2007
Morgan Stanley 1998 - 2002
Brandes Investment Partners 1993 - 1998
Waterhouse Securities 1988 - 1993
Skills
Alternative Investments, Equity Research, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Emerging Markets, Investment Strategies, Valuation, Bloomberg, Mutual Funds, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
MBA, Finance
Syracuse University 1983 — 1988
BA, Economics
Foresight Global Investors 2015 - Present
Lazard Asset Management 2007 - 2014
Silchester International Investors 2002 - 2007
Morgan Stanley 1998 - 2002
Brandes Investment Partners 1993 - 1998
Waterhouse Securities 1988 - 1993
Skills
Alternative Investments, Equity Research, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Emerging Markets, Investment Strategies, Valuation, Bloomberg, Mutual Funds, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2008
MBA, Finance
Syracuse University 1983 — 1988
BA, Economics
Marcia Thomas's Lazard Asset Management Experience June 2005 - Present
Job Senior Vice President, Consultant Relations
Industry Investment Management
Experience
Lazard Asset Management June 2005 - Present
Evaluation Associates October 1995 - June 2005
Education
Saint Michael's College 1991 — 1995
B.S., Business Administration
Lazard Asset Management June 2005 - Present
Evaluation Associates October 1995 - June 2005
Education
Saint Michael's College 1991 — 1995
B.S., Business Administration
Valerie Cho's Lazard Asset Management Experience June 2005 - August 2008
Job Associate Product Strategist at Moody's Analytics
Industry Publishing
Experience
Moody's Analytics June 2015 - Present
John Wiley and Sons August 2013 - October 2014
Fidelity Investments January 2011 - July 2013
Donovan Data Systems August 2008 - January 2011
Lazard Asset Management June 2005 - August 2008
Skills
Business Analysis, Project Management, Business Process, Requirements Analysis, Test Planning, Project Planning, SDLC, Software Project..., SQL, Agile Methodologies, Visio, Requirements Gathering, Java, Business Intelligence, Microsoft SQL Server, Software Development
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Systems
University of Auckland 1999 — 2003
Bsc, Computer Science
Moody's Analytics June 2015 - Present
John Wiley and Sons August 2013 - October 2014
Fidelity Investments January 2011 - July 2013
Donovan Data Systems August 2008 - January 2011
Lazard Asset Management June 2005 - August 2008
Skills
Business Analysis, Project Management, Business Process, Requirements Analysis, Test Planning, Project Planning, SDLC, Software Project..., SQL, Agile Methodologies, Visio, Requirements Gathering, Java, Business Intelligence, Microsoft SQL Server, Software Development
Education
Stevens Institute of Technology 2003 — 2005
MS, Information Systems
University of Auckland 1999 — 2003
Bsc, Computer Science
Dexter Torres, CFA's Lazard Asset Management Experience June 1999 - October 2004
Job Principal/Head Trader at Samson Capital Advisors
Industry Investment Management
Experience
Samson Capital Advisors November 2004 - Present
Lazard Asset Management June 1999 - October 2004
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Portfolio Management
Education
University at Albany, SUNY 1991 — 1995
Samson Capital Advisors November 2004 - Present
Lazard Asset Management June 1999 - October 2004
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Portfolio Management
Education
University at Albany, SUNY 1991 — 1995
Erin McCue's Lazard Asset Management Experience February 2014 - December 2014
Job Vice President Consultant Relations at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management February 2014 - December 2014
Lazard Asset Management February 2010 - February 2014
LM Capital Group, LLC December 2006 - February 2010
Skills
Hedge Funds
Education
University of Arizona 2002 — 2006
Lazard Asset Management February 2014 - December 2014
Lazard Asset Management February 2010 - February 2014
LM Capital Group, LLC December 2006 - February 2010
Skills
Hedge Funds
Education
University of Arizona 2002 — 2006
Chuiyin Strate's Lazard Asset Management Experience August 2003 - September 2005
Job Shareholder Relations at The Pyne Companies, Ltd.
Industry Financial Services
Experience
The Pyne Companies, Ltd. November 2005 - Present
Lazard Asset Management August 2003 - September 2005
AllianceBernstein July 2002 - August 2003
Education
Rutgers University-New Brunswick 1996 — 1999
The Pyne Companies, Ltd. November 2005 - Present
Lazard Asset Management August 2003 - September 2005
AllianceBernstein July 2002 - August 2003
Education
Rutgers University-New Brunswick 1996 — 1999
Coreen Ostendorp's Lazard Asset Management Experience August 2010 - Present
Job Vice President, Institutional Client Services at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2010 - Present
AllianceBernstein May 2005 - August 2010
State Street 2003 - 2005
Skills
Bloomberg, Mutual Funds, Equities, Hedge Funds, Investments, Emerging Markets, Asset Management, Financial Services, Securities
Education
Pace University 2007 — 2010
MBA, Investment Management
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Economics
Lazard Asset Management August 2010 - Present
AllianceBernstein May 2005 - August 2010
State Street 2003 - 2005
Skills
Bloomberg, Mutual Funds, Equities, Hedge Funds, Investments, Emerging Markets, Asset Management, Financial Services, Securities
Education
Pace University 2007 — 2010
MBA, Investment Management
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Economics
Melissa Pichler Wilson's Lazard Asset Management Experience 2000 - 2001
Job VP, Investment Strategist at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2015 - Present
Prudential Investments December 2013 - Present
J.P. Morgan Asset Management October 2013 - December 2013
Lord Abbett July 2011 - July 2013
Deutsche Bank / RREEF Alternative Investments 2005 - June 2011
Deutsche Bank / Absolute Return Strategies 2002 - 2005
Deutsche Asset Management 2001 - 2003
Lazard Asset Management 2000 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investments, Mutual Funds, Derivatives, Bloomberg, Series 7, Financial Services, Securities, Series 24, Series 66, Institutional..., CRM databases, Process Improvement, Marketing, Marketing Strategy, Market Research, Sales Management, Real Estate, Real Estate Development, Private Equity, Fund Of Funds, Asset Allocation, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics / German
Goethe Institute 1998 — 1999
Zertifikat Deutsch für den Beruf, Business German
Chatham High School 1992 — 1995
BNY Mellon May 2015 - Present
Prudential Investments December 2013 - Present
J.P. Morgan Asset Management October 2013 - December 2013
Lord Abbett July 2011 - July 2013
Deutsche Bank / RREEF Alternative Investments 2005 - June 2011
Deutsche Bank / Absolute Return Strategies 2002 - 2005
Deutsche Asset Management 2001 - 2003
Lazard Asset Management 2000 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investments, Mutual Funds, Derivatives, Bloomberg, Series 7, Financial Services, Securities, Series 24, Series 66, Institutional..., CRM databases, Process Improvement, Marketing, Marketing Strategy, Market Research, Sales Management, Real Estate, Real Estate Development, Private Equity, Fund Of Funds, Asset Allocation, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics / German
Goethe Institute 1998 — 1999
Zertifikat Deutsch für den Beruf, Business German
Chatham High School 1992 — 1995
Kristi Duarte's Lazard Asset Management Experience June 2008 - Present
Job Financial Consultant Relations
Industry Financial Services
Experience
Lazard Asset Management June 2008 - Present
Creative Feed September 2007 - January 2008
SimStar August 2004 - June 2006
LLKFB September 1998 - May 2003
Skills
Pharmaceutics, Online Advertising, Advertising, Direct Marketing, Integrated Marketing, Marketing Communications, Client Relations Skills, Account Management, Creative Writing, Digital Strategy, Email Marketing, CRM, Digital Marketing, Interactive Marketing, Strategy
Education
Pace University
BA, International Advertising
Angskolan
Lazard Asset Management June 2008 - Present
Creative Feed September 2007 - January 2008
SimStar August 2004 - June 2006
LLKFB September 1998 - May 2003
Skills
Pharmaceutics, Online Advertising, Advertising, Direct Marketing, Integrated Marketing, Marketing Communications, Client Relations Skills, Account Management, Creative Writing, Digital Strategy, Email Marketing, CRM, Digital Marketing, Interactive Marketing, Strategy
Education
Pace University
BA, International Advertising
Angskolan
Shkurta Bera's Lazard Asset Management Experience January 2003 - April 2008
Job Junior Operational Due Diligence Analyst, Fund of Funds at FIM (USA) Ltd.
Industry Capital Markets
Experience
FIM (USA) Ltd. April 2008 - Present
Lazard Asset Management January 2003 - April 2008
Skills
Alternative Investments, Fund Of Funds, Asset Managment, Equities, Fixed Income, Hedge Funds, Operational Due...
Education
Rutgers, The State University of New Jersey-Newark
BS, Finance, Economics
FIM (USA) Ltd. April 2008 - Present
Lazard Asset Management January 2003 - April 2008
Skills
Alternative Investments, Fund Of Funds, Asset Managment, Equities, Fixed Income, Hedge Funds, Operational Due...
Education
Rutgers, The State University of New Jersey-Newark
BS, Finance, Economics
Natalya Yadgarova Shakarov's Lazard Asset Management Experience Client Service RepMorgan Stanley2004 - 2006
Job T.A. at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management Client Service RepMorgan Stanley2004 - 2006
Trebbianno LLC 2003 - 2004
Education
Queens College 1998 — 2002
Lazard Asset Management Client Service RepMorgan Stanley2004 - 2006
Trebbianno LLC 2003 - 2004
Education
Queens College 1998 — 2002
Patrick Mullin's Lazard Asset Management Experience February 1998 - January 2009
Job Portfolio Manager/Analyst Small/Mid Cap Domestic Equity
Industry Investment Management
Experience
Indian Spring Partners/MullyGully 2009 - 2014
Lazard Asset Management February 1998 - January 2009
Target Capital Management January 1997 - December 1997
Dillon, Read & Co., Inc. August 1992 - December 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA
Trinity College-Hartford 1982 — 1986
B.A., Economics
Indian Spring Partners/MullyGully 2009 - 2014
Lazard Asset Management February 1998 - January 2009
Target Capital Management January 1997 - December 1997
Dillon, Read & Co., Inc. August 1992 - December 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA
Trinity College-Hartford 1982 — 1986
B.A., Economics
Christopher Schwab's Lazard Asset Management Experience May 2008 - January 2009
Job Commercial Real Estate Broker at Austin Office Space, Inc.
Industry Real Estate
Experience
Austin Office Space, Inc. October 2009 - Present
Lazard Asset Management May 2008 - January 2009
Coldwell Banker January 2007 - January 2008
Skills
Marketing, Business Development, Sales, Budgets, Real Estate Transactions, Portfolio Management, New Business Development, Real Estate, Investments, Real Estate Development, Valuation, Investment Properties, Asset Management, Brokerage, Commercial Real Estate, Due Diligence, Leases, Real Estate Economics
Education
Sewanee-The University of the South 2001 — 2005
BA, History, Political Science
Austin Office Space, Inc. October 2009 - Present
Lazard Asset Management May 2008 - January 2009
Coldwell Banker January 2007 - January 2008
Skills
Marketing, Business Development, Sales, Budgets, Real Estate Transactions, Portfolio Management, New Business Development, Real Estate, Investments, Real Estate Development, Valuation, Investment Properties, Asset Management, Brokerage, Commercial Real Estate, Due Diligence, Leases, Real Estate Economics
Education
Sewanee-The University of the South 2001 — 2005
BA, History, Political Science
Susanne Gealy's Lazard Asset Management Experience August 2001 - August 2007
Job Principal at Investcorp Hedge Funds
Industry Investment Management
Experience
Investcorp PrincipalInvestcorp Hedge Funds2007 - Present
Lazard Asset Management August 2001 - August 2007
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin 1983 — 1989
BS, Engineering
Investcorp PrincipalInvestcorp Hedge Funds2007 - Present
Lazard Asset Management August 2001 - August 2007
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Banc of America Securities February 1998 - February 2000
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin 1983 — 1989
BS, Engineering
Courtney Wessling's Lazard Asset Management Experience May 2013 - Present
Job Compliance Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management May 2013 - Present
Skills
Hedge Funds, Asset Managment, Financial Analysis, Bloomberg, Fixed Income, Asset Allocation, Investments, Portfolio Management, Derivatives, Microsoft Excel, Investment Strategies, Alternative Investments, Risk Management, PowerPoint, Commodity, Project Management, Microsoft Office, Microsoft Word, Asset Management, Global Macro, Fund Of Funds, Securities, Investment Management, Financial Markets, Capital Markets
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
B.S., Finance
American University of Rome (semester abroad) 2005 — 2005
International Business Law, Finance, Italian, Art of Rome, Environmental Science
Lazard Asset Management May 2013 - Present
Skills
Hedge Funds, Asset Managment, Financial Analysis, Bloomberg, Fixed Income, Asset Allocation, Investments, Portfolio Management, Derivatives, Microsoft Excel, Investment Strategies, Alternative Investments, Risk Management, PowerPoint, Commodity, Project Management, Microsoft Office, Microsoft Word, Asset Management, Global Macro, Fund Of Funds, Securities, Investment Management, Financial Markets, Capital Markets
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
B.S., Finance
American University of Rome (semester abroad) 2005 — 2005
International Business Law, Finance, Italian, Art of Rome, Environmental Science
Elpida Christodoulou's Lazard Asset Management Experience May 2000 - December 2007
Job Assistant VicePresident of Operations
Industry Financial Services
Experience
Financial Services Institution July 2012 - Present
Brookfield Operations Management Services December 2007 - April 2012
Lazard Asset Management May 2000 - December 2007
Princeton Financial Systems 1997 - 2000
Skills
Bloomberg, Asset Managment, Account Reconciliation, Fixed Income, Equities, Portfolio Management, Bonds, Back Office, Middle Office, Process Improvement, Securities, Investments, Financial Analysis, Derivatives, Accounting, Hedge Funds, Asset Management
Education
Rutgers University-New Brunswick 1992 — 1998
Financial Services Institution July 2012 - Present
Brookfield Operations Management Services December 2007 - April 2012
Lazard Asset Management May 2000 - December 2007
Princeton Financial Systems 1997 - 2000
Skills
Bloomberg, Asset Managment, Account Reconciliation, Fixed Income, Equities, Portfolio Management, Bonds, Back Office, Middle Office, Process Improvement, Securities, Investments, Financial Analysis, Derivatives, Accounting, Hedge Funds, Asset Management
Education
Rutgers University-New Brunswick 1992 — 1998
Richard Parisi's Lazard Asset Management Experience January 2008 - October 2008
Job Fixed Income Sales at Banca IMI
Industry Financial Services
Experience
Banca IMI June 2013 - Present
Banca IMI April 2010 - Present
Oppenheimer & Co Inc November 2008 - March 2010
Lazard Asset Management January 2008 - October 2008
Skills
Bloomberg, Equities, Fixed Income, Asset Managment, Mutual Funds, Securities, Investments, Middle Office, Corporate Actions, Trading, Asset Management, Capital Markets, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics
State University of New York at Buffalo - School of Management 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Banca IMI June 2013 - Present
Banca IMI April 2010 - Present
Oppenheimer & Co Inc November 2008 - March 2010
Lazard Asset Management January 2008 - October 2008
Skills
Bloomberg, Equities, Fixed Income, Asset Managment, Mutual Funds, Securities, Investments, Middle Office, Corporate Actions, Trading, Asset Management, Capital Markets, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Economics
State University of New York at Buffalo - School of Management 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Ron Schuler's Lazard Asset Management Experience 1999 - 2001
Job O'Shaughnessy Asset Management
Industry Financial Services
Experience
O'Shaughnessy Asset Management October 2007 - Present
Bear Stearns Asset Management 2005 - 2007
UBS Global Asset Management 2001 - 2005
Lazard Asset Management 1999 - 2001
Education
Pace University - Lubin School of Business 1997 — 1999
O'Shaughnessy Asset Management October 2007 - Present
Bear Stearns Asset Management 2005 - 2007
UBS Global Asset Management 2001 - 2005
Lazard Asset Management 1999 - 2001
Education
Pace University - Lubin School of Business 1997 — 1999
Azar Sharipov's Lazard Asset Management Experience July 2005 - July 2007
Job Portfolio Implementation at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management July 2007 - Present
Lazard Asset Management July 2005 - July 2007
Skills
Portfolio Management, Portfolio Optimization, Model Portfolios, Portfolio Performance..., Hedge Funds
Education
Saint Michael's College 2001 — 2004
Bachelor's, Economics, Business Administration, Political Science
Pzena Investment Management July 2007 - Present
Lazard Asset Management July 2005 - July 2007
Skills
Portfolio Management, Portfolio Optimization, Model Portfolios, Portfolio Performance..., Hedge Funds
Education
Saint Michael's College 2001 — 2004
Bachelor's, Economics, Business Administration, Political Science
Joshua Hay's Lazard Asset Management Experience 1994 - 1998
Job Vice President Corporate Development at Carus Corporation
Industry Chemicals
Experience
Carus Corporation 2014 - Present
Goradia Capital LLC 2013 - 2014
The Valence Group, LLC 2008 - 2013
Lehman Brothers 2000 - 2008
Applied Theory Corp. 1999 - 2000
Lazard Asset Management 1994 - 1998
Skills
Debt, Investment Banking, Corporate Finance, Mergers, Valuation, Investments, Equities, IPO, High Yield, Buy-side, Analysis, Private Equity, Mergers & Acquisitions, Financial Services, LBO, Emerging Markets, M, Financial Modeling, Corporate Development, Divestitures, Mutual Funds, Business Valuation, Equity Capital Markets, Asset Management, Capital Markets, Due Diligence, Leveraged Finance, Sell Side, Deal Execution, Cross-border M, International M, M&A experience, Financial Structuring, DCF, Private Placements, Deal Sourcing, Capital Structure, Growth Capital, Debt Restructuring, Cross-border M&A, Special Situations, Equity Valuation, Venture Capital, Structured Finance, Acquisitions, Capital Raising, Restructuring, International M&A, Investor Relations, Equity Research
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Analytic Finance, Accounting, Economics
State University of New York College at Oswego 1989 — 1993
BS, Accounting, Economics
Carus Corporation 2014 - Present
Goradia Capital LLC 2013 - 2014
The Valence Group, LLC 2008 - 2013
Lehman Brothers 2000 - 2008
Applied Theory Corp. 1999 - 2000
Lazard Asset Management 1994 - 1998
Skills
Debt, Investment Banking, Corporate Finance, Mergers, Valuation, Investments, Equities, IPO, High Yield, Buy-side, Analysis, Private Equity, Mergers & Acquisitions, Financial Services, LBO, Emerging Markets, M, Financial Modeling, Corporate Development, Divestitures, Mutual Funds, Business Valuation, Equity Capital Markets, Asset Management, Capital Markets, Due Diligence, Leveraged Finance, Sell Side, Deal Execution, Cross-border M, International M, M&A experience, Financial Structuring, DCF, Private Placements, Deal Sourcing, Capital Structure, Growth Capital, Debt Restructuring, Cross-border M&A, Special Situations, Equity Valuation, Venture Capital, Structured Finance, Acquisitions, Capital Raising, Restructuring, International M&A, Investor Relations, Equity Research
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Analytic Finance, Accounting, Economics
State University of New York College at Oswego 1989 — 1993
BS, Accounting, Economics
kenneth schlupp's Lazard Asset Management Experience April 1992 - November 1999
Job Financial Center Manager at Wachovia Bank
Industry Banking
Experience
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Dave Paich's Lazard Asset Management Experience February 1998 - April 2003
Job Head of Editorial at AB
Industry Investment Management
Experience
AB March 2012 - Present
AB March 2009 - February 2012
AB February 2006 - March 2009
AB June 2003 - February 2006
Lazard Asset Management February 1998 - April 2003
MetLife July 1995 - February 1998
MetLife August 1992 - July 1995
US Army August 1983 - January 1987
Skills
Strategic Communications, Content Writing, Personnel Supervision, Resource Management, Social Media, Investment..., Creative Writer, Asset Management, Content Strategy, Editing, Financial Services, Investments, Management, Marketing, Mutual Funds, Marketing Communications
Education
New York University, Stern School of Business 1995 — 2000
Master of Business Administration (M.B.A.), Finance & Marketing
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (B.S.), Finance, General
AB March 2012 - Present
AB March 2009 - February 2012
AB February 2006 - March 2009
AB June 2003 - February 2006
Lazard Asset Management February 1998 - April 2003
MetLife July 1995 - February 1998
MetLife August 1992 - July 1995
US Army August 1983 - January 1987
Skills
Strategic Communications, Content Writing, Personnel Supervision, Resource Management, Social Media, Investment..., Creative Writer, Asset Management, Content Strategy, Editing, Financial Services, Investments, Management, Marketing, Mutual Funds, Marketing Communications
Education
New York University, Stern School of Business 1995 — 2000
Master of Business Administration (M.B.A.), Finance & Marketing
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Bill Stout's Lazard Asset Management Experience June 2001 - January 2004
Job Managing Director at Corsair Capital Management
Industry Investment Management
Experience
Corsair Capital Management July 2013 - Present
Arden Asset Management October 2011 - December 2012
Robeco-Sage December 2005 - October 2011
GAM USA, Inc. January 2004 - December 2005
Lazard Asset Management June 2001 - January 2004
Skills
Alternative Investments, Investor Relations, Hedge Funds, Fund Of Funds, Investment Management, Asset Management, Asset Allocation, Asset Managment, Financial Services, Investment Strategies, Series 7, Equities, Fixed Income, Institutional..., Investment Advisory, Portfolio Management, Wealth Management, Mutual Funds, Client Services, Series 24, Series 63, High Net Worth..., Financial Advisory, Institutional
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Finance
Shawnee High School
Corsair Capital Management July 2013 - Present
Arden Asset Management October 2011 - December 2012
Robeco-Sage December 2005 - October 2011
GAM USA, Inc. January 2004 - December 2005
Lazard Asset Management June 2001 - January 2004
Skills
Alternative Investments, Investor Relations, Hedge Funds, Fund Of Funds, Investment Management, Asset Management, Asset Allocation, Asset Managment, Financial Services, Investment Strategies, Series 7, Equities, Fixed Income, Institutional..., Investment Advisory, Portfolio Management, Wealth Management, Mutual Funds, Client Services, Series 24, Series 63, High Net Worth..., Financial Advisory, Institutional
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Finance
Shawnee High School
Guy Fiumarelli's Lazard Asset Management Experience Vice PresidentChase Asset Management1998 - 2000
Job Director at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management Vice PresidentChase Asset Management1998 - 2000
Prudential 1989 - 1998
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Equities, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Fixed Income, Asset Managment, Mutual Funds, Derivatives, Series 7, Investment Strategies, Investment Management
Education
Fairleigh Dickenson University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1983 — 1987
BA, Economics / Finance
Lazard Asset Management Vice PresidentChase Asset Management1998 - 2000
Prudential 1989 - 1998
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Equities, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Fixed Income, Asset Managment, Mutual Funds, Derivatives, Series 7, Investment Strategies, Investment Management
Education
Fairleigh Dickenson University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1983 — 1987
BA, Economics / Finance
Royce W. Medlin, CFA, CAIA's Lazard Asset Management Experience January 2011 - Present
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management January 2011 - Present
Smith Group Asset Management January 2006 - December 2010
Belmont Wealth Management January 2002 - January 2006
U.S. Trust December 1992 - January 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Hedge Funds, Investments, Financial Modeling, Investment Strategies, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 1989 — 1991
MBA
Texas Tech University 1984 — 1988
BS, International Trade
Lazard Asset Management January 2011 - Present
Smith Group Asset Management January 2006 - December 2010
Belmont Wealth Management January 2002 - January 2006
U.S. Trust December 1992 - January 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Hedge Funds, Investments, Financial Modeling, Investment Strategies, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 1989 — 1991
MBA
Texas Tech University 1984 — 1988
BS, International Trade
Ning Sun's Lazard Asset Management Experience September 2013 - Present
Job Sr. Emerging Market Research Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 2013 - Present
GE Asset Management April 2011 - August 2013
Bank of America March 2007 - December 2009
Columbia Management December 2003 - March 2007
Columbia Management April 2001 - December 2003
PricewaterhouseCoopers October 1998 - April 2001
Skills
Asset Management, Bonds, Capital Markets, Credit, Emerging Markets, Financial Modeling, Fixed Income, Investments, Trading
Education
Tulane University 1997 — 1998
Master of Accounting, Accounting
University of International Business and Economics 1993 — 1997
bachelor, accounting
Lazard Asset Management September 2013 - Present
GE Asset Management April 2011 - August 2013
Bank of America March 2007 - December 2009
Columbia Management December 2003 - March 2007
Columbia Management April 2001 - December 2003
PricewaterhouseCoopers October 1998 - April 2001
Skills
Asset Management, Bonds, Capital Markets, Credit, Emerging Markets, Financial Modeling, Fixed Income, Investments, Trading
Education
Tulane University 1997 — 1998
Master of Accounting, Accounting
University of International Business and Economics 1993 — 1997
bachelor, accounting
David Blackford's Lazard Asset Management Experience 1995 - 1999
Job First Vice President, Investments at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group September 2013 - Present
Macquarie Capital May 2008 - August 2013
Citigroup Investment Banking Division 2001 - 2008
Lazard Asset Management 1995 - 1999
Skills
CFA Charterholder, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Equities, Asset Management, Corporate Finance, Investments, Fixed Income, Alternative Investments, Financial Structuring, Financial Analysis, Chartered Financial...
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics, Accounting
The CIM Group September 2013 - Present
Macquarie Capital May 2008 - August 2013
Citigroup Investment Banking Division 2001 - 2008
Lazard Asset Management 1995 - 1999
Skills
CFA Charterholder, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Equities, Asset Management, Corporate Finance, Investments, Fixed Income, Alternative Investments, Financial Structuring, Financial Analysis, Chartered Financial...
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Economics, Accounting
Kerri Eldredge's Lazard Asset Management Experience August 1998 - March 2000
Job Sales Director
Industry Biotechnology
Experience
Caris Life Sciences April 2010 - April 2011
Triax Pharmaceuticals January 2006 - April 2010
Novartis Pharamceuticals 1999 - 2005
Lazard Asset Management August 1998 - March 2000
Neil Hughes Accociates September 1997 - August 1998
Skills
Pharmaceutical Sales, Endocrinology, Sales Effectiveness, Market Access, Cardiology, Dermatology, Account Management, Neurology, Urology, Gastroenterology, Hospital Sales, Rheumatology
Education
Siena College 1993 — 1997
BS Busines, Finance
Regent's University London 1996 — 1996
Caris Life Sciences April 2010 - April 2011
Triax Pharmaceuticals January 2006 - April 2010
Novartis Pharamceuticals 1999 - 2005
Lazard Asset Management August 1998 - March 2000
Neil Hughes Accociates September 1997 - August 1998
Skills
Pharmaceutical Sales, Endocrinology, Sales Effectiveness, Market Access, Cardiology, Dermatology, Account Management, Neurology, Urology, Gastroenterology, Hospital Sales, Rheumatology
Education
Siena College 1993 — 1997
BS Busines, Finance
Regent's University London 1996 — 1996
Patricia (Connolly) Foulon's Lazard Asset Management Experience July 2000 - March 2006
Job AVP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Merrill Lynch March 2006 - July 2013
Lazard Asset Management July 2000 - March 2006
JP Morgan Chase April 1998 - March 2000
Goldman Sachs June 1995 - April 1998
Skills
Equities, Analysis, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Series 7, Bloomberg, Mutual Funds, Investment Banking, Wealth Management, Financial Modeling, Business Intelligence, Business Analysis, Business Strategy, Project Management, Compliance, Financial Reporting, Reporting & Analysis, Executive Reporting, IT Project & Program..., MicroStrategy Reporting, Data Governance, Data Analysis, Portfolio Management
Education
The College of New Jersey
BS
Walden University
Master of Business Administration (MBA)
Lincoln Financial Group July 2013 - Present
Merrill Lynch March 2006 - July 2013
Lazard Asset Management July 2000 - March 2006
JP Morgan Chase April 1998 - March 2000
Goldman Sachs June 1995 - April 1998
Skills
Equities, Analysis, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Series 7, Bloomberg, Mutual Funds, Investment Banking, Wealth Management, Financial Modeling, Business Intelligence, Business Analysis, Business Strategy, Project Management, Compliance, Financial Reporting, Reporting & Analysis, Executive Reporting, IT Project & Program..., MicroStrategy Reporting, Data Governance, Data Analysis, Portfolio Management
Education
The College of New Jersey
BS
Walden University
Master of Business Administration (MBA)
David Waldman's Lazard Asset Management Experience December 1995 - June 1997
Job Deputy Chief Investment Officer at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company April 2007 - Present
Putnam Investments June 1997 - April 2007
Lazard Asset Management December 1995 - June 1997
Goldman Sachs Asset Management June 1988 - December 1995
Skills
Fixed Income, Quantitative Research, Bloomberg, Hedge Funds, Equities, Asset Allocation, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Derivatives, Investments, Investment Strategies, Capital Markets, Bonds, Financial Modeling, Asset Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
Stanford University 1984 — 1988
BA, Quantitative Economics
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company April 2007 - Present
Putnam Investments June 1997 - April 2007
Lazard Asset Management December 1995 - June 1997
Goldman Sachs Asset Management June 1988 - December 1995
Skills
Fixed Income, Quantitative Research, Bloomberg, Hedge Funds, Equities, Asset Allocation, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Derivatives, Investments, Investment Strategies, Capital Markets, Bonds, Financial Modeling, Asset Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
Stanford University 1984 — 1988
BA, Quantitative Economics
Adefolahan Oyefeso's Lazard Asset Management Experience 2001 - 2003
Job Vice President of Operations & Finance / Asst. Treasurer IndexIQ Funds at IndexIQ Advisors LLC
Industry Financial Services
Experience
IndexIQ Advisors LLC January 2015 - Present
Bank of New York Mellon March 2011 - January 2015
Bank of New York Mellon 2007 - March 2011
Artio Global Investors (formally Julius Baer Investment Management) 2005 - 2007
Legg Mason (formally Citigroup Asset Management) 2003 - 2005
Lazard Asset Management 2001 - 2003
Oppenheimer Capital August 1996 - June 1999
Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Pricing Analysis, Expense Budget..., Securities Regulation, ETFs, Fund Accounting, Fund Administration, SEC filings, Trading, Due Diligence, Mergers, Investments, Securities, Asset Management, Bloomberg
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
IndexIQ Advisors LLC January 2015 - Present
Bank of New York Mellon March 2011 - January 2015
Bank of New York Mellon 2007 - March 2011
Artio Global Investors (formally Julius Baer Investment Management) 2005 - 2007
Legg Mason (formally Citigroup Asset Management) 2003 - 2005
Lazard Asset Management 2001 - 2003
Oppenheimer Capital August 1996 - June 1999
Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Mutual Funds, Pricing Analysis, Expense Budget..., Securities Regulation, ETFs, Fund Accounting, Fund Administration, SEC filings, Trading, Due Diligence, Mergers, Investments, Securities, Asset Management, Bloomberg
Education
Pace University - Lubin School of Business 1992 — 1997
BBA, Accounting
Ed Granaghan's Lazard Asset Management Experience 1998 - 2000
Job Global Controller at WeWork Companies
Industry Internet
Experience
WeWork January 2014 - Present
Tower Group Companies July 2013 - January 2014
Chartis January 2013 - June 2013
Chartis October 2011 - December 2012
Chartis May 2010 - September 2011
Chartis January 2006 - April 2010
FiberNet Telecom Group, Inc. July 2000 - January 2006
Lazard Asset Management 1998 - 2000
Deloitte & Touche 1993 - 1998
Skills
Financial Reporting, SOX, Process Improvement, Budgeting, Consolidation, Accounting, Audit, Financial Analysis, Insurance, Internal Controls, Mergers, SEC reporting, General Ledger, Financial Planning, Contract Negotiations, Forecasting, Negotiation, Corporate Finance, Auditing, Financial Accounting, Analysis, Change Management, Planning, Due Diligence, GAAP, Property & Casualty..., Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Budgets, Mergers & Acquisitions, Contract Negotiation, Project Planning, Enterprise Risk..., Business Process..., Internal Audit, Risk Management, Finance, US GAAP, Financial Modeling, Managerial Finance, Management, Statutory Accounting, Financial Risk, Sarbanes-Oxley, Reinsurance, IFRS, Cash Management, Financial Audits, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
MBA, Finance and Economics
Penn State University 1989 — 1993
Bachelor's degree, Accounting
Christain Brothers Academy 1986 — 1989
High School, General Studies
WeWork January 2014 - Present
Tower Group Companies July 2013 - January 2014
Chartis January 2013 - June 2013
Chartis October 2011 - December 2012
Chartis May 2010 - September 2011
Chartis January 2006 - April 2010
FiberNet Telecom Group, Inc. July 2000 - January 2006
Lazard Asset Management 1998 - 2000
Deloitte & Touche 1993 - 1998
Skills
Financial Reporting, SOX, Process Improvement, Budgeting, Consolidation, Accounting, Audit, Financial Analysis, Insurance, Internal Controls, Mergers, SEC reporting, General Ledger, Financial Planning, Contract Negotiations, Forecasting, Negotiation, Corporate Finance, Auditing, Financial Accounting, Analysis, Change Management, Planning, Due Diligence, GAAP, Property & Casualty..., Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Budgets, Mergers & Acquisitions, Contract Negotiation, Project Planning, Enterprise Risk..., Business Process..., Internal Audit, Risk Management, Finance, US GAAP, Financial Modeling, Managerial Finance, Management, Statutory Accounting, Financial Risk, Sarbanes-Oxley, Reinsurance, IFRS, Cash Management, Financial Audits, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
MBA, Finance and Economics
Penn State University 1989 — 1993
Bachelor's degree, Accounting
Christain Brothers Academy 1986 — 1989
High School, General Studies
Valiant Abello's Lazard Asset Management Experience September 2013 - Present
Job Compliance Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management September 2013 - Present
UBS Wealth Management May 2011 - September 2013
DEUTSCHE BANK ALEX.BROWN February 2009 - May 2011
HSBC SECURITIES (USA) INC June 2007 - December 2008
AXA EQUITABLE, INC August 2005 - June 2007
HOUSEHOLD INTERNATIONAL, LLC February 2003 - May 2005
METROPOLITAN LIFE INSURANCE February 2002 - February 2003
Skills
Investments, Investment Advisory, Complaint Management, Securities, Mutual Funds, FINRA, Wealth Management, Licensing, Series 7, Series 24, Uniform Combined State..., Series 63, AML, Equities, Financial Risk, Fixed Annuities, KYC, Fixed Income, Asset Managment, Hedge Funds, Alternative Investments, Investment Advisers Act, 1940 Act, Investment Compliance, Compliance Procedures, Regulatory Examinations, Asset Management, Options, Financial Services, Finance, ETFs, Wealth Management..., Investment Management, Fund Of Funds, Separately Managed..., Securities Regulation, Structured Products, Trading, Retirement, Anti Money Laundering
Education
Rider University 1998 — 2001
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Rider University 1998 — 2001
Lazard Asset Management September 2013 - Present
UBS Wealth Management May 2011 - September 2013
DEUTSCHE BANK ALEX.BROWN February 2009 - May 2011
HSBC SECURITIES (USA) INC June 2007 - December 2008
AXA EQUITABLE, INC August 2005 - June 2007
HOUSEHOLD INTERNATIONAL, LLC February 2003 - May 2005
METROPOLITAN LIFE INSURANCE February 2002 - February 2003
Skills
Investments, Investment Advisory, Complaint Management, Securities, Mutual Funds, FINRA, Wealth Management, Licensing, Series 7, Series 24, Uniform Combined State..., Series 63, AML, Equities, Financial Risk, Fixed Annuities, KYC, Fixed Income, Asset Managment, Hedge Funds, Alternative Investments, Investment Advisers Act, 1940 Act, Investment Compliance, Compliance Procedures, Regulatory Examinations, Asset Management, Options, Financial Services, Finance, ETFs, Wealth Management..., Investment Management, Fund Of Funds, Separately Managed..., Securities Regulation, Structured Products, Trading, Retirement, Anti Money Laundering
Education
Rider University 1998 — 2001
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Rider University 1998 — 2001
OSIE BARDEN, CFA, CIPM's Lazard Asset Management Experience April 1999 - April 2000
Job Senior Performance & Risk Analyst
Industry Financial Services
Experience
CITIGROUP January 2009 - Present
CITIGROUP April 2000 - December 2008
Lazard Asset Management April 1999 - April 2000
Lazard Asset Management June 1996 - April 1999
BlackRock June 1994 - June 1996
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Equities, Venture Capital, Asset Allocation, Investments, Derivatives, Management, Bonds, Financial Risk, Alternative Investments, Capital Markets, Mutual Funds, Hedge Funds, Securities, Bloomberg, Asset Management
Education
PACE UNIVERSITY, LUBIN GRADUATE SCHOOL OF BUSINESS 1993 — 1996
Master of Business Administration, Finance
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Rochester 1986 — 1991
B.A., Statistics
University of Rochester
Bachelor of Arts, Statistics
CITIGROUP January 2009 - Present
CITIGROUP April 2000 - December 2008
Lazard Asset Management April 1999 - April 2000
Lazard Asset Management June 1996 - April 1999
BlackRock June 1994 - June 1996
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Equities, Venture Capital, Asset Allocation, Investments, Derivatives, Management, Bonds, Financial Risk, Alternative Investments, Capital Markets, Mutual Funds, Hedge Funds, Securities, Bloomberg, Asset Management
Education
PACE UNIVERSITY, LUBIN GRADUATE SCHOOL OF BUSINESS 1993 — 1996
Master of Business Administration, Finance
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Rochester 1986 — 1991
B.A., Statistics
University of Rochester
Bachelor of Arts, Statistics
Dan Breslin's Lazard Asset Management Experience June 2002 - Present
Job Director at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management June 2002 - Present
Guardian Life 1988 - 2002
Guardian Life Insurance 1988 - 2002
New York Life July 1985 - June 1988
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Corporate Finance
Rutgers University-New Brunswick 1981 — 1985
BA, History
Lazard Asset Management June 2002 - Present
Guardian Life 1988 - 2002
Guardian Life Insurance 1988 - 2002
New York Life July 1985 - June 1988
Education
Pace University - Lubin School of Business 1986 — 1990
MBA, Corporate Finance
Rutgers University-New Brunswick 1981 — 1985
BA, History
Hershel Gottesman's Lazard Asset Management Experience 2000 - Present
Job Senior Vice President at Lazard Asset Management
Industry Computer Software
Experience
Lazard Asset Management 2000 - Present
The Sporn Group, Inc. 1997 - 2000
Advanced Solutions, Inc. (acquired by Keane, Inc. March 1999) 1995 - 1997
Prodigy Services Company 1986 - 1995
Skills
Business Intelligence, Business Analysis, Software Development, Product Management, Project Management, Oracle, Microsoft SQL Server, SQL, Integration, Unix, Disaster Recovery, Vendor Management
Education
Queens College
BA, Computer Science
Lazard Asset Management 2000 - Present
The Sporn Group, Inc. 1997 - 2000
Advanced Solutions, Inc. (acquired by Keane, Inc. March 1999) 1995 - 1997
Prodigy Services Company 1986 - 1995
Skills
Business Intelligence, Business Analysis, Software Development, Product Management, Project Management, Oracle, Microsoft SQL Server, SQL, Integration, Unix, Disaster Recovery, Vendor Management
Education
Queens College
BA, Computer Science
Brendan Gorman's Lazard Asset Management Experience January 2006 - Present
Job SVP Trading at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management January 2006 - Present
Lazard Asset Management January 2003 - December 2005
Skills
Bloomberg, Hedge Funds, Equities, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds, Derivatives, Securities
Education
Pace University - Lubin School of Business 2004 — 2008
Master of Business Administration (M.B.A.), Finance and Information Systems
State University of New York at Albany 1994 — 1997
Bachelor's Degree, History
Lazard Asset Management January 2006 - Present
Lazard Asset Management January 2003 - December 2005
Skills
Bloomberg, Hedge Funds, Equities, Asset Management, Alternative Investments, Portfolio Management, Mutual Funds, Derivatives, Securities
Education
Pace University - Lubin School of Business 2004 — 2008
Master of Business Administration (M.B.A.), Finance and Information Systems
State University of New York at Albany 1994 — 1997
Bachelor's Degree, History
Tom DeMattia's Lazard Asset Management Experience July 1999 - October 2010
Job Manager at KPMG Consulting
Industry Financial Services
Experience
KPMG September 2014 - Present
JP Morgan October 2010 - September 2014
Lazard Asset Management July 1999 - October 2010
Skills
Equities, Fixed Income, Hedge Funds, Asset Management, Investments, Mutual Funds, Portfolio Management, Bloomberg, Alternative Investments, Securities, Capital Markets, Financial Analysis, Financial Services, Derivatives, Finance, Management, Valuation
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Information Systems
Saint Michael's College 1995 — 1999
BS, Business Admin
KPMG September 2014 - Present
JP Morgan October 2010 - September 2014
Lazard Asset Management July 1999 - October 2010
Skills
Equities, Fixed Income, Hedge Funds, Asset Management, Investments, Mutual Funds, Portfolio Management, Bloomberg, Alternative Investments, Securities, Capital Markets, Financial Analysis, Financial Services, Derivatives, Finance, Management, Valuation
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Information Systems
Saint Michael's College 1995 — 1999
BS, Business Admin
Erich Hohlman's Lazard Asset Management Experience June 2006 - July 2007
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Cantor Fitzgerald August 2010 - September 2014
Integrated Medical Professionals, PLLC August 2009 - August 2010
Aetos Capital August 2007 - August 2009
Lazard Asset Management June 2006 - July 2007
Skills
Data Analysis, Corporate Finance, Analysis, Finance, Management, Client Service Oriented, Cash Management, Treasury Management, Investments, Financial Reporting, Asset Management, Capital Markets
Education
Stony Brook University 2001 — 2006
BA, Economics, History
Citi September 2014 - Present
Cantor Fitzgerald August 2010 - September 2014
Integrated Medical Professionals, PLLC August 2009 - August 2010
Aetos Capital August 2007 - August 2009
Lazard Asset Management June 2006 - July 2007
Skills
Data Analysis, Corporate Finance, Analysis, Finance, Management, Client Service Oriented, Cash Management, Treasury Management, Investments, Financial Reporting, Asset Management, Capital Markets
Education
Stony Brook University 2001 — 2006
BA, Economics, History
Stephen Simpkin's Lazard Asset Management Experience 2003 - 2009
Job Senior Advisor for Clean Power Capital
Industry Financial Services
Experience
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
Michael Welch's Lazard Asset Management Experience November 1999 - May 2003
Job Managing Director at Rothschild Asset Management
Industry Investment Management
Experience
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Rothschild Asset Management January 2012 - Present
Robeco-Sage January 2010 - October 2011
Coast Asset Management June 2003 - November 2009
Lazard Asset Management November 1999 - May 2003
Merrill Lynch April 1994 - November 1999
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Managment, Asset Allocation, Investment Strategies, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Mutual Funds, Private Equity, Series 7, Investment Advisory, Capital Markets, Wealth Management, Bloomberg, Institutional..., Asset Management
Education
University of Arizona 1987 — 1992
BA, Political Science, Finance
Brian Teitelbaum's Lazard Asset Management Experience 1996 - 2000
Job Principal at Apollo Global Management LLC
Industry Investment Management
Experience
Apollo Global Management LLC September 2014 - Present
GoldenTree Asset Management June 2002 - September 2014
Deutsche Asset Management 2000 - 2002
Lazard Asset Management 1996 - 2000
Skills
Performance Attribution, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Equities, Asset Managment, Bonds, Options, Corporate Finance, Performance Measurement, High Yield, Asset Management, Portfolio Management, Derivatives, Investment Management, Analytics
Education
Pace University - Lubin School of Business 2010 — 2012
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1990 — 1993
B.S., Accounting
Apollo Global Management LLC September 2014 - Present
GoldenTree Asset Management June 2002 - September 2014
Deutsche Asset Management 2000 - 2002
Lazard Asset Management 1996 - 2000
Skills
Performance Attribution, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Equities, Asset Managment, Bonds, Options, Corporate Finance, Performance Measurement, High Yield, Asset Management, Portfolio Management, Derivatives, Investment Management, Analytics
Education
Pace University - Lubin School of Business 2010 — 2012
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1990 — 1993
B.S., Accounting
Solomon Kumin's Lazard Asset Management Experience June 1999 - November 2002
Job CEO at Folger Hill Asset Management
Industry Investment Management
Experience
Folger Hill Asset Management October 2014 - Present
SAC Capital January 2005 - January 2014
Sanford C. Bernstein December 2002 - January 2005
Lazard Asset Management June 1999 - November 2002
Skills
Alternative Investments, Equities, Fixed Income, Asset Management, Private Equity, Capital Markets, Bloomberg, Derivatives, Investments, Valuation, Investment Banking
Education
The Johns Hopkins University 1995 — 1999
Political Science and Government
Folger Hill Asset Management October 2014 - Present
SAC Capital January 2005 - January 2014
Sanford C. Bernstein December 2002 - January 2005
Lazard Asset Management June 1999 - November 2002
Skills
Alternative Investments, Equities, Fixed Income, Asset Management, Private Equity, Capital Markets, Bloomberg, Derivatives, Investments, Valuation, Investment Banking
Education
The Johns Hopkins University 1995 — 1999
Political Science and Government
Timothy Andersen's Lazard Asset Management Experience June 2014 - Present
Job Finance / Compliance Associate
Industry Financial Services
Experience
Lazard Asset Management June 2014 - Present
Leading Sustainable & Responsible Mutual Fund Company June 2010 - June 2014
United Nations Association 2009 - 2009
Travelers Insurance June 2008 - August 2008
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Social Media Marketing, Public Speaking, Event Planning, Data Analysis, Strategic Planning
Education
State University of New York at Stony Brook 2005 — 2009
Psychology, Business
Lazard Asset Management June 2014 - Present
Leading Sustainable & Responsible Mutual Fund Company June 2010 - June 2014
United Nations Association 2009 - 2009
Travelers Insurance June 2008 - August 2008
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Research, Customer Service, Social Media Marketing, Public Speaking, Event Planning, Data Analysis, Strategic Planning
Education
State University of New York at Stony Brook 2005 — 2009
Psychology, Business
Kit Boyatt's Lazard Asset Management Experience Director of Hedge Fund ResearchJ.P. Morgan1999 - 2001
Job Director, Fund of Hedge Funds at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management Director of Hedge Fund ResearchJ.P. Morgan1999 - 2001
J.P. Morgan 1998 - 1999
J.P. Morgan 1997 - 1998
J.P. Morgan 1992 - 1997
J.P. Morgan 1991 - 1992
Philipp Brothers, Inc 1987 - 1990
Skills
Hedge Funds, Emerging Markets, Trading, Asset Management, Commodity, Equities, Portfolio Management, Fixed Income, Investment Management, Investments, Capital Markets, Proprietary Trading, Market Risk, Financial Risk, Derivatives, Alternative Investments, Finance, Management Due Diligence, Operational Due...
Education
University of Pennsylvania 1985 — 1987
Lauder Institute, International Business/Trade/Commerce
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, International Marketing
University of Pennsylvania 1985 — 1987
Master of Arts (M.A.), International/Global Studies
Princeton University 1979 — 1983
Bachelor of Arts (BA), Romance Languages and Litertaures
Lazard Asset Management Director of Hedge Fund ResearchJ.P. Morgan1999 - 2001
J.P. Morgan 1998 - 1999
J.P. Morgan 1997 - 1998
J.P. Morgan 1992 - 1997
J.P. Morgan 1991 - 1992
Philipp Brothers, Inc 1987 - 1990
Skills
Hedge Funds, Emerging Markets, Trading, Asset Management, Commodity, Equities, Portfolio Management, Fixed Income, Investment Management, Investments, Capital Markets, Proprietary Trading, Market Risk, Financial Risk, Derivatives, Alternative Investments, Finance, Management Due Diligence, Operational Due...
Education
University of Pennsylvania 1985 — 1987
Lauder Institute, International Business/Trade/Commerce
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, International Marketing
University of Pennsylvania 1985 — 1987
Master of Arts (M.A.), International/Global Studies
Princeton University 1979 — 1983
Bachelor of Arts (BA), Romance Languages and Litertaures
Jay Genzer's Lazard Asset Management Experience April 1994 - 2003
Job Private Family Office Providing Alternative Speciality Finance
Industry Investment Management
Experience
Thames Capital Solutions March 2013 - Present
Private Investor 2008 - Present
CANTILLON CAPITAL MANAGEMENT, LLC 2004 - 2009
Lazard Asset Management April 1994 - 2003
McKinsey & Company 1989 - 1994
Skills
Hedge Funds, Asset Management, Equity Research, Finance, Investments, Portfolio Management, Equities, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Valuation, Financial Modeling, Private Equity, Funding, Small Business Lending
Education
Syracuse University 1984 — 1988
Thames Capital Solutions March 2013 - Present
Private Investor 2008 - Present
CANTILLON CAPITAL MANAGEMENT, LLC 2004 - 2009
Lazard Asset Management April 1994 - 2003
McKinsey & Company 1989 - 1994
Skills
Hedge Funds, Asset Management, Equity Research, Finance, Investments, Portfolio Management, Equities, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Valuation, Financial Modeling, Private Equity, Funding, Small Business Lending
Education
Syracuse University 1984 — 1988
Monica Parekh's Lazard Asset Management Experience January 2008 - August 2008
Job Buy Side Fixed Income Analyst Banks, Finance, Insurance, REITs, Chemicals
Industry Financial Services
Experience
BNP Paribas Investment Partners November 2012 - Present
HSBC Securities September 2010 - May 2012
HSBC Securities August 2008 - September 2010
Lazard Asset Management January 2008 - August 2008
JP Morgan January 2006 - December 2007
JP Morgan December 2004 - January 2006
American Express September 2003 - November 2004
American Express September 1999 - August 2001
Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Asset Managment, Fixed Income, Financial Analysis, Bloomberg, Series 7, Investments, Portfolio Management, Equity Valuation, Credit Derivatives, Series 63, Series 87, Series 86, Bloomberg API, Access, Microsoft Excel, PowerPoint, Pivot Tables, Data Modeling, Data Analysis, Bond Pricing, Bond Markets, Credit Analysis, Writing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
Rutgers University-New Brunswick 1993 — 1997
BA, Major - Biochemistry, Minor - Economics
BNP Paribas Investment Partners November 2012 - Present
HSBC Securities September 2010 - May 2012
HSBC Securities August 2008 - September 2010
Lazard Asset Management January 2008 - August 2008
JP Morgan January 2006 - December 2007
JP Morgan December 2004 - January 2006
American Express September 2003 - November 2004
American Express September 1999 - August 2001
Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Asset Managment, Fixed Income, Financial Analysis, Bloomberg, Series 7, Investments, Portfolio Management, Equity Valuation, Credit Derivatives, Series 63, Series 87, Series 86, Bloomberg API, Access, Microsoft Excel, PowerPoint, Pivot Tables, Data Modeling, Data Analysis, Bond Pricing, Bond Markets, Credit Analysis, Writing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
Rutgers University-New Brunswick 1993 — 1997
BA, Major - Biochemistry, Minor - Economics
Joseph Welsh's Lazard Asset Management Experience October 2011 - December 2012
Job Chief Administrative Officer at Pivot Point Capital
Industry Investment Management
Experience
Pivot Point Capital April 2014 - Present
Jackson Jenkins Renstrom LLP March 2013 - December 2013
Lazard Asset Management October 2011 - December 2012
Grubb & Ellis AGA July 2006 - September 2011
Presidio Management LLC 2000 - 2006
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Asset Managment, Financial Analysis, Asset Management, Capital Markets, Due Diligence, Financial Risk..., Financial Modeling, Compliance, Mutual Funds, Portfolio Management, Venture Capital, Fixed Income, Mergers & Acquisitions, Private Equity, Corporate Finance, Fund Of Funds, Valuation, Operations Management, Finance
Education
Santa Clara University
BS, Accounting
Pivot Point Capital April 2014 - Present
Jackson Jenkins Renstrom LLP March 2013 - December 2013
Lazard Asset Management October 2011 - December 2012
Grubb & Ellis AGA July 2006 - September 2011
Presidio Management LLC 2000 - 2006
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Asset Managment, Financial Analysis, Asset Management, Capital Markets, Due Diligence, Financial Risk..., Financial Modeling, Compliance, Mutual Funds, Portfolio Management, Venture Capital, Fixed Income, Mergers & Acquisitions, Private Equity, Corporate Finance, Fund Of Funds, Valuation, Operations Management, Finance
Education
Santa Clara University
BS, Accounting
Christina von Riesenfelder's Lazard Asset Management Experience November 1996 - May 2003
Job Senior Executive at Roe Equity Research
Industry Financial Services
Experience
Roe Equity Research, LLC May 2003 - Present
Lazard Asset Management November 1996 - May 2003
United Nations Association September 1994 - October 1996
Lou Hammond & Associates July 1993 - September 1994
Education
The Johns Hopkins University 1989 — 1993
BA, International Relations
Spence
Spence
Spence
Roe Equity Research, LLC May 2003 - Present
Lazard Asset Management November 1996 - May 2003
United Nations Association September 1994 - October 1996
Lou Hammond & Associates July 1993 - September 1994
Education
The Johns Hopkins University 1989 — 1993
BA, International Relations
Spence
Spence
Spence
Scott Langevin, CFA's Lazard Asset Management Experience September 2010 - July 2012
Job Investment Analyst Corporate Bond Desk at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2012 - Present
Lazard Asset Management September 2010 - July 2012
Vanguard July 2008 - April 2010
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Finance
Prudential Financial July 2012 - Present
Lazard Asset Management September 2010 - July 2012
Vanguard July 2008 - April 2010
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Finance
Michael Yampel's Lazard Asset Management Experience 1996 - 2003
Job Portfolio Manager
Industry Financial Services
Experience
Progressive Insurance October 2011 - Present
Guggenheim Partners March 2003 - October 2011
Lazard Asset Management 1996 - 2003
Skills
Portfolio Management, Trading, Fixed Income, Asset Managment, Bloomberg, Valuation, Investments, Financial Modeling, CMBS, Bonds
Education
Touro College 1990 — 1993
B.S., Finance
Chaim Berlin
Progressive Insurance October 2011 - Present
Guggenheim Partners March 2003 - October 2011
Lazard Asset Management 1996 - 2003
Skills
Portfolio Management, Trading, Fixed Income, Asset Managment, Bloomberg, Valuation, Investments, Financial Modeling, CMBS, Bonds
Education
Touro College 1990 — 1993
B.S., Finance
Chaim Berlin
Ralph Peluso's Lazard Asset Management Experience June 2011 - Present
Job Senior Vice President, DCIO at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management June 2011 - Present
Allianz Global Investors January 2006 - September 2010
Citigroup Asset Management August 2003 - December 2005
Matrix Settlement & Clearance Services April 2002 - August 2003
GoldK August 2001 - April 2002
PIMCO Advisors Distribution Company August 1991 - August 2001
Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning
Education
Rye Neck High School 1982 — 1986
The University of Connecticut
BS, Business
Lazard Asset Management June 2011 - Present
Allianz Global Investors January 2006 - September 2010
Citigroup Asset Management August 2003 - December 2005
Matrix Settlement & Clearance Services April 2002 - August 2003
GoldK August 2001 - April 2002
PIMCO Advisors Distribution Company August 1991 - August 2001
Skills
Series 7, Series 66, Series 24, Wealth Management, New Business Development, Mutual Funds, Investments, Asset Management, Selling, Retirement, Asset Allocation, Sales, Uniform Combined State..., 401k, Financial Services, Series 63, Separately Managed..., Strategic Planning, Defined Contribution, Alternative Investments, Retirement Planning
Education
Rye Neck High School 1982 — 1986
The University of Connecticut
BS, Business
Eileen Madden's Lazard Asset Management Experience 1999 - 2001
Job Financial Services Professional
Industry
Experience
Christian Brothers Investment Services 2001 - 2004
Lazard Asset Management 1999 - 2001
Schlumberger 1997 - 1999
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & International Business
Providence College 1988 — 1992
Bacehor of Science, Business
Christian Brothers Investment Services 2001 - 2004
Lazard Asset Management 1999 - 2001
Schlumberger 1997 - 1999
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & International Business
Providence College 1988 — 1992
Bacehor of Science, Business
Sean Reynolds's Lazard Asset Management Experience February 2007 - Present
Job Managing Director, Snr PM at Lazard Rathmore Fund
Industry Investment Management
Experience
Lazard Asset Management February 2007 - Present
Lazard Rathmore Fund February 2007 - Present
SAC Capital April 2003 - August 2006
Clinton Group July 2002 - April 2003
Deutsche Bank July 1997 - July 2002
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Derivatives, Trading, CDS, Bonds, Capital Markets, Options, Investments, Equity Derivatives, Trading Systems, Structured Products, Equity Research, Electronic Trading, Investment Banking, Mutual Funds, Investment Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Entrepreneurial Mgmt
Trinity College Dublin 1981 — 1986
BA, BAI, Engineering (Math)
Castleknock College 1974 — 1980
Leaving Certificate
St Marys College (The Marist), Dundalk, Co. Louth, Ireland 1968 — 1974
Primary School, Primary School Education, First Class to 1B
Lazard Asset Management February 2007 - Present
Lazard Rathmore Fund February 2007 - Present
SAC Capital April 2003 - August 2006
Clinton Group July 2002 - April 2003
Deutsche Bank July 1997 - July 2002
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Derivatives, Trading, CDS, Bonds, Capital Markets, Options, Investments, Equity Derivatives, Trading Systems, Structured Products, Equity Research, Electronic Trading, Investment Banking, Mutual Funds, Investment Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Entrepreneurial Mgmt
Trinity College Dublin 1981 — 1986
BA, BAI, Engineering (Math)
Castleknock College 1974 — 1980
Leaving Certificate
St Marys College (The Marist), Dundalk, Co. Louth, Ireland 1968 — 1974
Primary School, Primary School Education, First Class to 1B
Shirley Davis's Lazard Asset Management Experience January 1997 - August 2008
Job
Industry Financial Services
Experience
Con Edison November 2012 - Present
Imperial Credit Corp February 2012 - June 2012
Travel Guard Worldwide, Inc. July 2011 - January 2012
I-STORM December 2009 - June 2010
State Street August 2008 - April 2009
Lazard Asset Management January 1997 - August 2008
STATE STREET INVESTMENT MANAGEMENT SERVICES January 1995 - January 2008
Lazard Asset Management January 1987 - January 1997
Skills
Process Improvement, Software Documentation, Management, Project Management, Administration, Office Management
Education
Queens College
Queens College
BA degree, Liberal Arts
Con Edison November 2012 - Present
Imperial Credit Corp February 2012 - June 2012
Travel Guard Worldwide, Inc. July 2011 - January 2012
I-STORM December 2009 - June 2010
State Street August 2008 - April 2009
Lazard Asset Management January 1997 - August 2008
STATE STREET INVESTMENT MANAGEMENT SERVICES January 1995 - January 2008
Lazard Asset Management January 1987 - January 1997
Skills
Process Improvement, Software Documentation, Management, Project Management, Administration, Office Management
Education
Queens College
Queens College
BA degree, Liberal Arts
Robert Arroyo's Lazard Asset Management Experience June 1992 - Present
Job VP at Lazard Asset Management LLC.,
Industry Financial Services
Experience
Lazard Asset Management June 1992 - Present
State Street August 2007 - January 2010
Morgan Stanley Dean Witter January 1989 - June 1992
Skills
Mutual Funds, Fixed Income, Hedge Funds, Equities, Bonds, Equity Corporate Actions, Asset Management, Securities, Bloomberg, Middle Office, Investments, Corporate Actions, Alternative Investments
Education
Saint Peter's University 1987 — 1989
High School 1983 — 1987
HS Dipalma
Lazard Asset Management June 1992 - Present
State Street August 2007 - January 2010
Morgan Stanley Dean Witter January 1989 - June 1992
Skills
Mutual Funds, Fixed Income, Hedge Funds, Equities, Bonds, Equity Corporate Actions, Asset Management, Securities, Bloomberg, Middle Office, Investments, Corporate Actions, Alternative Investments
Education
Saint Peter's University 1987 — 1989
High School 1983 — 1987
HS Dipalma
Casey Herren's Lazard Asset Management Experience June 2002 - September 2007
Job Director of Marketing & Client Services at Caymus Capital
Industry Investment Management
Experience
Caymus Capital Partners, L.P. November 2014 - Present
Behringer November 2012 - November 2014
Highland Capital Management February 2011 - March 2012
Vaughan Nelson June 2009 - January 2011
Atlantic Investment Management October 2007 - December 2008
Lazard Asset Management June 2002 - September 2007
Skills
Investor Relations, Institutional Sales, Institutional Investors, Alternative Investments, Alternative Investment..., Maintaining Strong..., Alternative Assets, Private Equity, Asset Managment, Consultants, Fundraising, Investor Development, Consultative Sales..., Mutual Funds, Branding Initiatives, Structured Products, Long/Short Equity, Investment Management, Strategic Relationships, Distressed Debt, Hedge Funds, Asset Management, Due Diligence, Institutional..., Fund Of Funds
Education
Texas A&M University 1998 — 2002
BBA
Highland Park High School 1994 — 1998
Caymus Capital Partners, L.P. November 2014 - Present
Behringer November 2012 - November 2014
Highland Capital Management February 2011 - March 2012
Vaughan Nelson June 2009 - January 2011
Atlantic Investment Management October 2007 - December 2008
Lazard Asset Management June 2002 - September 2007
Skills
Investor Relations, Institutional Sales, Institutional Investors, Alternative Investments, Alternative Investment..., Maintaining Strong..., Alternative Assets, Private Equity, Asset Managment, Consultants, Fundraising, Investor Development, Consultative Sales..., Mutual Funds, Branding Initiatives, Structured Products, Long/Short Equity, Investment Management, Strategic Relationships, Distressed Debt, Hedge Funds, Asset Management, Due Diligence, Institutional..., Fund Of Funds
Education
Texas A&M University 1998 — 2002
BBA
Highland Park High School 1994 — 1998
Jennifer Santangelo's Lazard Asset Management Experience August 2000 - March 2005
Job Vice President, Manager Global Portfolio Management Group
Industry Financial Services
Experience
AllianceBernstein March 2005 - Present
Lazard Asset Management August 2000 - March 2005
Deutsche Bank 1998 - 2000
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Asset Management
Education
Pace University 2007 — 2009
Master of Business Administration
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Economics/Finance
AllianceBernstein March 2005 - Present
Lazard Asset Management August 2000 - March 2005
Deutsche Bank 1998 - 2000
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Asset Management
Education
Pace University 2007 — 2009
Master of Business Administration
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Economics/Finance
Kaishwarie Burchell's Lazard Asset Management Experience March 2000 - August 2008
Job Assistant Vice President, IMS at State Street Bank
Industry Accounting
Experience
State Street Bank September 2008 - Present
Lazard Asset Management March 2000 - August 2008
Morgan Stanley Investment Management August 1998 - March 2000
Education
Queens College
BS, Accounting and Information Systems
State Street Bank September 2008 - Present
Lazard Asset Management March 2000 - August 2008
Morgan Stanley Investment Management August 1998 - March 2000
Education
Queens College
BS, Accounting and Information Systems
Sarah Garvey-Potvin's Lazard Asset Management Experience June 2004 - August 2008
Job Associate at Debevoise & Plimpton
Industry Law Practice
Experience
Debevoise & Plimpton September 2011 - Present
Lazard Asset Management June 2004 - August 2008
Education
Rutgers University School of Law - Newark 2008 — 2011
J.D.
Debevoise & Plimpton September 2011 - Present
Lazard Asset Management June 2004 - August 2008
Education
Rutgers University School of Law - Newark 2008 — 2011
J.D.
Taylor Moseley's Lazard Asset Management Experience May 2005 - May 2012
Job Vice President at Jefferies & Company
Industry Investment Management
Experience
Jefferies & Company May 2012 - Present
Lazard Asset Management May 2005 - May 2012
Skills
Alternative Investments, Capital Markets, Fixed Income, Portfolio Management
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Quantitative Finance
The University of Memphis 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jefferies & Company May 2012 - Present
Lazard Asset Management May 2005 - May 2012
Skills
Alternative Investments, Capital Markets, Fixed Income, Portfolio Management
Education
NYU Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Quantitative Finance
The University of Memphis 1997 — 2002
Bachelor of Business Administration (BBA), Finance, General
Andres Maduro, Sr.'s Lazard Asset Management Experience June 2000 - November 2001
Job Legal Assistant/Paralegal at Law Office of Carlos Andujar Jr.
Industry Law Practice
Experience
Law Office of Carlos Andujar Jr. October 2014 - Present
Robinson and Andujar, LLC June 2005 - October 2014
South Jersey Federal Credit Union February 2005 - June 2005
Bridgeton Onized FCU March 2003 - February 2005
Lazard Asset Management June 2000 - November 2001
Archer Management Services Pvt. Ltd. April 1999 - June 2000
Skills
Mediation, Personal Injury, Litigation, Westlaw, Legal Research, Pleadings, Legal Writing, Lexis, PACER, Document Review, Depositions, Motions, Legal Documents
Education
Rutgers University – Camden 2013 — 2015
Political Science and Government, GPA 3.56
University of Phoenix 2006 — 2008
Associate’s Degree, Business Administration and Management, General, GPA 3.26
Law Office of Carlos Andujar Jr. October 2014 - Present
Robinson and Andujar, LLC June 2005 - October 2014
South Jersey Federal Credit Union February 2005 - June 2005
Bridgeton Onized FCU March 2003 - February 2005
Lazard Asset Management June 2000 - November 2001
Archer Management Services Pvt. Ltd. April 1999 - June 2000
Skills
Mediation, Personal Injury, Litigation, Westlaw, Legal Research, Pleadings, Legal Writing, Lexis, PACER, Document Review, Depositions, Motions, Legal Documents
Education
Rutgers University – Camden 2013 — 2015
Political Science and Government, GPA 3.56
University of Phoenix 2006 — 2008
Associate’s Degree, Business Administration and Management, General, GPA 3.26
Frank Song's Lazard Asset Management Experience May 2014 - August 2014
Job Equity Research Analyst at Suffolk Capital Management
Industry Investment Management
Experience
Lazard Asset Management May 2014 - August 2014
Skills
Research, Microsoft Office, Data Analysis, Statistics, Economics, Investment Management, Finance, Event Planning, Bloomberg, Financial Analysis
Education
Swarthmore College 2011 — 2015
Bachelor of Arts, Economics
Cate School 2007 — 2011
High School
Lazard Asset Management May 2014 - August 2014
Skills
Research, Microsoft Office, Data Analysis, Statistics, Economics, Investment Management, Finance, Event Planning, Bloomberg, Financial Analysis
Education
Swarthmore College 2011 — 2015
Bachelor of Arts, Economics
Cate School 2007 — 2011
High School
David Harlow's Lazard Asset Management Experience May 1996 - July 1997
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management March 2008 - Present
Hartford Investment Management December 1999 - March 2008
Bank of Ireland Asset Management March 1998 - December 1999
Lehman Brothers August 1997 - March 1998
Lazard Asset Management May 1996 - July 1997
Oppenheimer & Co. August 1995 - May 1996
Education
The University of Connecticut
Bachelor of Business Administration (B.B.A.)
Masuk High School
Babson Capital Management March 2008 - Present
Hartford Investment Management December 1999 - March 2008
Bank of Ireland Asset Management March 1998 - December 1999
Lehman Brothers August 1997 - March 1998
Lazard Asset Management May 1996 - July 1997
Oppenheimer & Co. August 1995 - May 1996
Education
The University of Connecticut
Bachelor of Business Administration (B.B.A.)
Masuk High School
Dylan Petrich's Lazard Asset Management Experience July 2015 - Present
Job Research Analyst at Lazard Asset Management
Industry Higher Education
Experience
Lazard Asset Management July 2015 - Present
Lazard Asset Management June 2014 - August 2014
Burch Creative Capital June 2013 - August 2013
Borgo Egnazia June 2012 - August 2012
Skills
Research, PowerPoint, Public Speaking, Due Diligence
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's degree
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Business/Commerce, General
Lycée Français Charles de Gaulle 2002 — 2011
Baccalaureate, Liberal Arts and Sciences/Liberal Studies
Lazard Asset Management July 2015 - Present
Lazard Asset Management June 2014 - August 2014
Burch Creative Capital June 2013 - August 2013
Borgo Egnazia June 2012 - August 2012
Skills
Research, PowerPoint, Public Speaking, Due Diligence
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's degree
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Business/Commerce, General
Lycée Français Charles de Gaulle 2002 — 2011
Baccalaureate, Liberal Arts and Sciences/Liberal Studies
Nadina Balkumar's Lazard Asset Management Experience April 2011 - November 2014
Job Associate at KKR
Industry Investment Management
Experience
KKR November 2014 - Present
Lazard Asset Management April 2011 - November 2014
Lazard Asset Management October 2010 - April 2011
Meridian Capital Partners March 2007 - July 2010
Bio Investment Banking September 2006 - March 2007
Fox Television Station November 2004 - September 2006
David Geller Associates, Inc January 2003 - November 2004
Education
Pace University 1999 — 2003
Bachelor of Business Administration, Marketing
KKR November 2014 - Present
Lazard Asset Management April 2011 - November 2014
Lazard Asset Management October 2010 - April 2011
Meridian Capital Partners March 2007 - July 2010
Bio Investment Banking September 2006 - March 2007
Fox Television Station November 2004 - September 2006
David Geller Associates, Inc January 2003 - November 2004
Education
Pace University 1999 — 2003
Bachelor of Business Administration, Marketing
Sol Kumin's Lazard Asset Management Experience 1999 - 2002
Job Temporarily Retired
Industry Investment Management
Experience
SAC Capital 2004 - 2014
Sanford C. Bernstein 2002 - 2004
Lazard Asset Management 1999 - 2002
Skills
Hedge Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Investments, Trading, Capital Markets, Investment Banking, Private Equity
Education
The Johns Hopkins University 1995 — 1999
Bachelor's degree, Political Science and Government
SAC Capital 2004 - 2014
Sanford C. Bernstein 2002 - 2004
Lazard Asset Management 1999 - 2002
Skills
Hedge Funds, Equities, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Investments, Trading, Capital Markets, Investment Banking, Private Equity
Education
The Johns Hopkins University 1995 — 1999
Bachelor's degree, Political Science and Government
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Natixis Global Asset Management
Harvard Management Company