Managers Investment Group
Industry: Company
DescriptionHeadquarters: Norwalk, CT Founded: 1986 Parent organization: Affiliated Managers Group
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Managers Investment Group Employees
Employee
Years
Job
Industry
Kayron Evans Kayron Evans's Managers Investment Group Experience September 2005 - June 2007
Job Professional with Extensive Editorial, Marketing, and Project Management Experience
Industry Writing and Editing
Experience
Forward Management June 2007 - August 2011
Managers Investment Group September 2005 - June 2007
Pacific Consulting Group January 2002 - September 2005
Pacific Consulting Group July 2000 - January 2002
Pacific Consulting Group September 1998 - July 2000
Skills
Marketing, Editing, Proofreading, Copywriting, Marketing Communications, CRM, Email Marketing, Social Media Marketing, Online Marketing, Copy Editing, Project Management, Marketing Copy, Marketing Management, Analytical Reasoning, Analysis, Integrated Marketing, Digital Marketing, Writing
Education
Kennesaw State University 1995 — 1998
Bachelor of Science (B.S.), Communications (Minor: English)
Forward Management June 2007 - August 2011
Managers Investment Group September 2005 - June 2007
Pacific Consulting Group January 2002 - September 2005
Pacific Consulting Group July 2000 - January 2002
Pacific Consulting Group September 1998 - July 2000
Skills
Marketing, Editing, Proofreading, Copywriting, Marketing Communications, CRM, Email Marketing, Social Media Marketing, Online Marketing, Copy Editing, Project Management, Marketing Copy, Marketing Management, Analytical Reasoning, Analysis, Integrated Marketing, Digital Marketing, Writing
Education
Kennesaw State University 1995 — 1998
Bachelor of Science (B.S.), Communications (Minor: English)
Phil Huber, CFA, CFP® Phil Huber, CFA, CFP®'s Managers Investment Group Experience June 2007 - June 2008
Job Chief Investment Officer at Huber Financial Advisors, LLC
Industry Investment Management
Experience
Huber Financial Advisors, LLC May 2015 - Present
Huber Financial June 2008 - May 2015
Managers Investment Group June 2007 - June 2008
Skills
Asset Allocation
Education
Indiana University Bloomington 2003 — 2007
BS, Finance
Huber Financial Advisors, LLC May 2015 - Present
Huber Financial June 2008 - May 2015
Managers Investment Group June 2007 - June 2008
Skills
Asset Allocation
Education
Indiana University Bloomington 2003 — 2007
BS, Finance
Delian Naydenov Delian Naydenov's Managers Investment Group Experience October 2011 - August 2012
Job Associate at Vision Financial Markets LLC
Industry Financial Services
Experience
Vision Financial Markets LLC August 2013 - Present
CFA Institute 2005 - 2013
Managers Investment Group October 2011 - August 2012
Gabelli Funds April 2004 - November 2010
Managers Funds November 2002 - April 2004
PricewaterhouseCoopers November 1998 - September 2002
CT Venture Group 1998 - 1999
Skills
Financial Analysis, Fund Administration, Investor Relations, Bloomberg Terminal, Tax Accounting, Investment Writing, Chartered Financial..., ACATS, Cost Basis
Education
Norwalk Community College 2011 — 2012
n/a, Accounting Software & Fund Accounting
University of Bridgeport 1997 — 2001
B.S., Finance and MIS
Vision Financial Markets LLC August 2013 - Present
CFA Institute 2005 - 2013
Managers Investment Group October 2011 - August 2012
Gabelli Funds April 2004 - November 2010
Managers Funds November 2002 - April 2004
PricewaterhouseCoopers November 1998 - September 2002
CT Venture Group 1998 - 1999
Skills
Financial Analysis, Fund Administration, Investor Relations, Bloomberg Terminal, Tax Accounting, Investment Writing, Chartered Financial..., ACATS, Cost Basis
Education
Norwalk Community College 2011 — 2012
n/a, Accounting Software & Fund Accounting
University of Bridgeport 1997 — 2001
B.S., Finance and MIS
James Shoup James Shoup's Managers Investment Group Experience December 2004 - June 2006
Job Investment Consultant at Brinker Capital
Industry Investment Management
Experience
Brinker Capital October 2006 - Present
Managers Investment Group December 2004 - June 2006
Strategis, Inc. / Smart and Associates November 2002 - December 2004
Skills
Securities License, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Alternative Investments, Series 7, Investments, ETFs, Retirement Planning, Wealth Management, Securities, Asset Managment
Education
Villanova University 1993 — 1996
Bachelor of Science (B.S.), Economics
Hobart College 1991 — 1992
The Lawrenceville School 1988 — 1991
Brinker Capital October 2006 - Present
Managers Investment Group December 2004 - June 2006
Strategis, Inc. / Smart and Associates November 2002 - December 2004
Skills
Securities License, Asset Allocation, Investment Strategies, Investment Advisory, Mutual Funds, Alternative Investments, Series 7, Investments, ETFs, Retirement Planning, Wealth Management, Securities, Asset Managment
Education
Villanova University 1993 — 1996
Bachelor of Science (B.S.), Economics
Hobart College 1991 — 1992
The Lawrenceville School 1988 — 1991
Matthew Straut, CIMA® Matthew Straut, CIMA®'s Managers Investment Group Experience February 2000 - August 2007
Job SVP, Head of RIA Channel at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds October 2014 - Present
Wells Fargo Asset Management January 2014 - October 2014
Wells Fargo Advantage Funds February 2008 - January 2014
Managers Investment Group February 2000 - August 2007
Scudder Investments February 1996 - May 2000
Education
Providence College 1990 — 1994
BS, Marketing
OppenheimerFunds October 2014 - Present
Wells Fargo Asset Management January 2014 - October 2014
Wells Fargo Advantage Funds February 2008 - January 2014
Managers Investment Group February 2000 - August 2007
Scudder Investments February 1996 - May 2000
Education
Providence College 1990 — 1994
BS, Marketing
Brenda Wesley Brenda Wesley's Managers Investment Group Experience April 2008 - August 2012
Job Executive Assistant at The Paulson Institute
Industry Financial Services
Experience
The Paulson Institute February 2014 - Present
Nuveen Investments February 2013 - November 2013
Managers Investment Group April 2008 - August 2012
Morgan Stanley 2004 - 2008
Morgan Stanley 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Strong interpersonal..., Adaptable and..., Honest, loyal and..., Ability to maintain..., Strong organizational..., Proactive self-starter, Successfully manages..., Proficient in MicroSoft..., Administrative..., Securities, Outlook, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Building Relationships, Equities, Sales, Onboarding, Microsoft Excel
Education
Prairie State College 1975 — 1977
Associates of Arts, Journalism
Homewood Flossmoor HS 1971 — 1975
HS Diploma
The Paulson Institute February 2014 - Present
Nuveen Investments February 2013 - November 2013
Managers Investment Group April 2008 - August 2012
Morgan Stanley 2004 - 2008
Morgan Stanley 1998 - 2004
Morgan Stanley 1996 - 1998
Skills
Strong interpersonal..., Adaptable and..., Honest, loyal and..., Ability to maintain..., Strong organizational..., Proactive self-starter, Successfully manages..., Proficient in MicroSoft..., Administrative..., Securities, Outlook, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Investment Strategies, Building Relationships, Equities, Sales, Onboarding, Microsoft Excel
Education
Prairie State College 1975 — 1977
Associates of Arts, Journalism
Homewood Flossmoor HS 1971 — 1975
HS Diploma
Jennifer Millen Jennifer Millen's Managers Investment Group Experience March 2010 - July 2010
Job Library Assistant 1 at Wichita Public Library
Industry Libraries
Experience
Wichita Public Library April 2015 - Present
Wichita Public Library August 2014 - April 2015
Mental Health Association of South Central Kansas August 2013 - November 2014
NORMA Group November 2010 - May 2013
Managers Investment Group March 2010 - July 2010
LinkShare Corporation July 2009 - December 2009
Edelman January 2008 - February 2009
Coventry Health Care May 2005 - November 2007
Pop Culture PR August 2004 - April 2005
Mitch Schneider Organization January 2004 - May 2004
Skills
Event Planning, Microsoft Office, Public Relations, Office Management, Workers Compensation, Online Advertising, Microsoft Excel, Social Media, Microsoft Word, Microsoft Access, Website Development, Microsoft Power Point, Library Science, Administrative Assistant, Microsoft Expression..., Library Management, Cataloging, Social Media Marketing, CRM databases, Non-profits..., Human Resources, PowerPoint
Education
Wayne State University 2012 — 2015
Master of Library & Information Science (MLIS), Library and Information Science
Central Michigan University 2000 — 2004
B.A.A., Integrative Public Relations, Broadcast & Cinematic Arts
Wichita Public Library April 2015 - Present
Wichita Public Library August 2014 - April 2015
Mental Health Association of South Central Kansas August 2013 - November 2014
NORMA Group November 2010 - May 2013
Managers Investment Group March 2010 - July 2010
LinkShare Corporation July 2009 - December 2009
Edelman January 2008 - February 2009
Coventry Health Care May 2005 - November 2007
Pop Culture PR August 2004 - April 2005
Mitch Schneider Organization January 2004 - May 2004
Skills
Event Planning, Microsoft Office, Public Relations, Office Management, Workers Compensation, Online Advertising, Microsoft Excel, Social Media, Microsoft Word, Microsoft Access, Website Development, Microsoft Power Point, Library Science, Administrative Assistant, Microsoft Expression..., Library Management, Cataloging, Social Media Marketing, CRM databases, Non-profits..., Human Resources, PowerPoint
Education
Wayne State University 2012 — 2015
Master of Library & Information Science (MLIS), Library and Information Science
Central Michigan University 2000 — 2004
B.A.A., Integrative Public Relations, Broadcast & Cinematic Arts
Kathryn Peartree Kathryn Peartree's Managers Investment Group Experience January 2014 - June 2014
Job Graphic Designer at Motorola Mobility
Industry Design
Experience
Lionbridge July 2014 - Present
Managers Investment Group January 2014 - June 2014
MoonBrand October 2012 - October 2013
Towers Watson 2011 - 2011
Skills
Photoshop, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Illustrator, English, Customer Service, Research, Graphic Design, Windows, InDesign
Education
State University of New York at New Paltz 2007 — 2011
Bachelor of Fine Arts (BFA), Graphic
Université de Franche-Comté 2010 — 2010
Lionbridge July 2014 - Present
Managers Investment Group January 2014 - June 2014
MoonBrand October 2012 - October 2013
Towers Watson 2011 - 2011
Skills
Photoshop, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Illustrator, English, Customer Service, Research, Graphic Design, Windows, InDesign
Education
State University of New York at New Paltz 2007 — 2011
Bachelor of Fine Arts (BFA), Graphic
Université de Franche-Comté 2010 — 2010
Dina Showah Dina Showah's Managers Investment Group Experience March 2010 - October 2010
Job Analyst at Innisfree M&A
Industry Financial Services
Experience
Innisfree M&A May 2013 - Present
GE Asset Management October 2010 - May 2013
Managers Investment Group March 2010 - October 2010
Rocaton Investment Advisors March 2008 - March 2010
Skills
Hedge Funds, Bloomberg, Financial Risk, Bonds, Project Finance, Emerging Markets, Microsoft Excel
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance
Innisfree M&A May 2013 - Present
GE Asset Management October 2010 - May 2013
Managers Investment Group March 2010 - October 2010
Rocaton Investment Advisors March 2008 - March 2010
Skills
Hedge Funds, Bloomberg, Financial Risk, Bonds, Project Finance, Emerging Markets, Microsoft Excel
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance
Lori Holtzman's Managers Investment Group Experience January 2011 - August 2012
Job Client Services Specialist at BAM Advisor Services
Industry Financial Services
Experience
BAM Advisor Services October 2012 - Present
Managers Investment Group January 2011 - August 2012
Managers Investment Group June 2008 - December 2010
C.H. Robinson Worldwide, Inc. September 2004 - May 2008
Skills
Series 6, Series 63
Education
University of Kansas 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Accounting
BAM Advisor Services October 2012 - Present
Managers Investment Group January 2011 - August 2012
Managers Investment Group June 2008 - December 2010
C.H. Robinson Worldwide, Inc. September 2004 - May 2008
Skills
Series 6, Series 63
Education
University of Kansas 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Accounting
Jason Swedo Jason Swedo's Managers Investment Group Experience October 2007 - December 2009
Job Managing Director at Astor Investment Management
Industry Investment Management
Experience
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Astor Investment Management May 2012 - Present
First Trust Portfolios January 2010 - May 2012
Managers Investment Group October 2007 - December 2009
Van Kampen Investments May 2004 - October 2007
Nuveen Investments November 2000 - May 2004
Skills
Mutual Funds, Investments, Separately Managed..., Retirement Planning, Managed Accounts, Hedge Funds, Series 7, Alternative Investments, Series 63, ETFs, Wholesaling, Series 65, Structured Products, Investment Strategies, Institutional, 401k, Retirement, Financial Advisory, Strategy, Wholesale, Financial Services, Securities, Financial Markets, Bonds, Morningstar, Capital Markets, Asset Management, Managing Accounts, Wealth Management, Banking, Fixed Annuities, Equity Research, Bloomberg, Options, High Net Worth..., Series 24, Wealth Management..., Personal Finance, Strategic Financial..., Trading, Series 6, Uniform Combined State..., Financial Modeling, Portfolio Management, Finance, FINRA, Investment Banking, Relationship Management, Funding, Private Equity
Education
Saint Xavier University
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Fremd High School
Matthew Hildebrand's Managers Investment Group Experience January 2005 - December 2005
Job Line Manager, FAS Internal Sales
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard August 2011 - October 2012
Vanguard December 2005 - August 2011
Managers Investment Group January 2005 - December 2005
Rorer Asset Management August 1993 - December 2004
Education
Temple University - Fox School of Business and Management 1994 — 1998
BA, Marketing
La Salle College High School 1989 — 1993
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard August 2011 - October 2012
Vanguard December 2005 - August 2011
Managers Investment Group January 2005 - December 2005
Rorer Asset Management August 1993 - December 2004
Education
Temple University - Fox School of Business and Management 1994 — 1998
BA, Marketing
La Salle College High School 1989 — 1993
John Zucco John Zucco's Managers Investment Group Experience November 2009 - July 2011
Job Trader at UBS
Industry Investment Management
Experience
UBS July 2013 - Present
UBS Investment Bank September 2011 - Present
UBS Investment Bank July 2010 - September 2011
Managers Investment Group November 2009 - July 2011
Citi Smith Barney May 2008 - January 2009
Citi Smith Barney May 2007 - January 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52
UBS July 2013 - Present
UBS Investment Bank September 2011 - Present
UBS Investment Bank July 2010 - September 2011
Managers Investment Group November 2009 - July 2011
Citi Smith Barney May 2008 - January 2009
Citi Smith Barney May 2007 - January 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Credit Derivatives, Microsoft Office, FINRA, Series 55, Trading
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.52
Peter Lebovitz Peter Lebovitz's Managers Investment Group Experience 2005 - 2007
Job Managing Partner at Harkness Partners LLC
Industry Financial Services
Experience
Artisan Partners Funds July 2014 - Present
HHI March 2014 - Present
China Bridge Ventures February 2014 - Present
Harkness Partners LLC October 2010 - Present
Managers Investment Group 2005 - 2007
Managers Funds 1999 - 2005
Managers Funds 1994 - 1999
Hyperion Capital Management 1993 - 1994
Greenwich Capital Management 1989 - 1992
The First Boston Corporation 1978 - 1992
Skills
Investments, Hedge Funds, Alternative Investments, Asset Managment, Investment Strategies, Due Diligence, Mutual Funds, Asset Allocation, Securities, Investment Management, Private Equity, Equities, Portfolio Management, Fixed Income, Investment Banking, Capital Markets, Emerging Markets, Venture Capital, Valuation, Wealth Management, Investment Advisory, Financial Modeling, Derivatives, Separately Managed..., Asset Management, Financial Advisory, Mergers & Acquisitions, Financial Services, Institutional..., ETFs, Series 63, Fund Of Funds, Bonds, Investor Relations, Private Placements, Wealth Management..., FINRA, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1976 — 1978
M.B.A.
Trinity College-Hartford 1972 — 1976
A.B., Political Science
Mercersburg Academy 1969 — 1972
Artisan Partners Funds July 2014 - Present
HHI March 2014 - Present
China Bridge Ventures February 2014 - Present
Harkness Partners LLC October 2010 - Present
Managers Investment Group 2005 - 2007
Managers Funds 1999 - 2005
Managers Funds 1994 - 1999
Hyperion Capital Management 1993 - 1994
Greenwich Capital Management 1989 - 1992
The First Boston Corporation 1978 - 1992
Skills
Investments, Hedge Funds, Alternative Investments, Asset Managment, Investment Strategies, Due Diligence, Mutual Funds, Asset Allocation, Securities, Investment Management, Private Equity, Equities, Portfolio Management, Fixed Income, Investment Banking, Capital Markets, Emerging Markets, Venture Capital, Valuation, Wealth Management, Investment Advisory, Financial Modeling, Derivatives, Separately Managed..., Asset Management, Financial Advisory, Mergers & Acquisitions, Financial Services, Institutional..., ETFs, Series 63, Fund Of Funds, Bonds, Investor Relations, Private Placements, Wealth Management..., FINRA, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1976 — 1978
M.B.A.
Trinity College-Hartford 1972 — 1976
A.B., Political Science
Mercersburg Academy 1969 — 1972
Don Penner Don Penner's Managers Investment Group Experience 2004 - 2007
Job Executive Vice President, Director of Business Development at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management April 2010 - Present
Charles Schwab April 2007 - March 2010
Managers Investment Group 2004 - 2007
Fremont Investment Advisors October 2001 - January 2004
Education
California State University-Chico 1980 — 1984
Chandler Asset Management April 2010 - Present
Charles Schwab April 2007 - March 2010
Managers Investment Group 2004 - 2007
Fremont Investment Advisors October 2001 - January 2004
Education
California State University-Chico 1980 — 1984
Dinesh Madappally's Managers Investment Group Experience October 2007 - September 2011
Job
Industry Information Technology and Services
Experience
(Private) 2013 - Present
Mycroft Inc. October 2011 - February 2013
Managers Investment Group October 2007 - September 2011
Kennedy Homes, LLC April 2006 - August 2007
Apotex Inc. July 2002 - April 2006
ImageID April 1998 - June 2002
Abbott June 1996 - April 1998
Skills
Server Administration, Website Development, Apple Certified, Security, Network Security, SharePoint, Active Directory, Vendor Management, Microsoft SQL Server, SQL, Windows Server, DNS, Project Management, IT Service Management, Unix, .NET, C#, Databases, Servers, System Administration, Enterprise Software, Troubleshooting, Disaster Recovery, Change Management, Technical Support, Networking, Software Documentation, Business Intelligence, Program Management, Integration, IT Strategy, CRM, Process Improvement, Software Development, Data Center, Data Warehousing, Cross-functional Team..., ITIL
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2009
MBA, Information Systems
GT Solutions 2000 — 2001
MCSE & Apple OS, MCSE, Certified
Oberlin College 1991 — 1995
B.Sc., Biochemistry
Parkway South Senior High School 1987 — 1991
(Private) 2013 - Present
Mycroft Inc. October 2011 - February 2013
Managers Investment Group October 2007 - September 2011
Kennedy Homes, LLC April 2006 - August 2007
Apotex Inc. July 2002 - April 2006
ImageID April 1998 - June 2002
Abbott June 1996 - April 1998
Skills
Server Administration, Website Development, Apple Certified, Security, Network Security, SharePoint, Active Directory, Vendor Management, Microsoft SQL Server, SQL, Windows Server, DNS, Project Management, IT Service Management, Unix, .NET, C#, Databases, Servers, System Administration, Enterprise Software, Troubleshooting, Disaster Recovery, Change Management, Technical Support, Networking, Software Documentation, Business Intelligence, Program Management, Integration, IT Strategy, CRM, Process Improvement, Software Development, Data Center, Data Warehousing, Cross-functional Team..., ITIL
Education
Loyola University of Chicago - Graduate School of Business 2004 — 2009
MBA, Information Systems
GT Solutions 2000 — 2001
MCSE & Apple OS, MCSE, Certified
Oberlin College 1991 — 1995
B.Sc., Biochemistry
Parkway South Senior High School 1987 — 1991
Ray Cancio Ray Cancio's Managers Investment Group Experience September 1998 - March 2005
Job Senior Equity Trader at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group March 2005 - Present
Managers Investment Group September 1998 - March 2005
Merrill Lynch May 1992 - September 1998
Bell Savings Bank May 1989 - May 1992
Education
Saint Joseph's University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Delaware Investments, a member of the Macquarie Group March 2005 - Present
Managers Investment Group September 1998 - March 2005
Merrill Lynch May 1992 - September 1998
Bell Savings Bank May 1989 - May 1992
Education
Saint Joseph's University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Ted Morrow, CIMA® Ted Morrow, CIMA®'s Managers Investment Group Experience August 2007 - November 2008
Job Executive Director, Client Advisor at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management January 2009 - Present
Managers Investment Group August 2007 - November 2008
Rydex Investments August 2001 - July 2007
Van Kampen Investments September 1992 - May 2001
Van Kampen Funds 1992 - 2000
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1988 — 1994
Finance, General
JP Morgan Asset Management January 2009 - Present
Managers Investment Group August 2007 - November 2008
Rydex Investments August 2001 - July 2007
Van Kampen Investments September 1992 - May 2001
Van Kampen Funds 1992 - 2000
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Series 7, Series 63, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 1988 — 1994
Finance, General
Doris Pappalardo's Managers Investment Group Experience November 2006 - May 2008
Job Computer Tech
Industry Information Technology and Services
Experience
Federal Reserve Bank of Chicago May 2011 - Present
Omni One/Triad Personnel Services Inc February 2009 - November 2010
Managers Investment Group November 2006 - May 2008
Purdue University Calumet August 2006 - November 2006
Purdue University Calumet August 1997 - August 2006
Skills
Active Directory, Windows Server, DHCP, DNS, Blackberry Enterprise..., Cisco Technologies, TCP/IP, XP, FTP, VoIP, IIS, Red Hat Linux, Technical Support, Servers, Networking, Windows XP, Hardware, Software Installation, Switches, Routers, Operating Systems
Education
Purdue University Calumet 2000 — 2006
Bachelor of Science, Computer Networking
Purdue University Calumet 1997 — 2000
Associate of Science, Computer Programming
Federal Reserve Bank of Chicago May 2011 - Present
Omni One/Triad Personnel Services Inc February 2009 - November 2010
Managers Investment Group November 2006 - May 2008
Purdue University Calumet August 2006 - November 2006
Purdue University Calumet August 1997 - August 2006
Skills
Active Directory, Windows Server, DHCP, DNS, Blackberry Enterprise..., Cisco Technologies, TCP/IP, XP, FTP, VoIP, IIS, Red Hat Linux, Technical Support, Servers, Networking, Windows XP, Hardware, Software Installation, Switches, Routers, Operating Systems
Education
Purdue University Calumet 2000 — 2006
Bachelor of Science, Computer Networking
Purdue University Calumet 1997 — 2000
Associate of Science, Computer Programming
Sara Franko Sara Franko's Managers Investment Group Experience May 2011 - April 2012
Job Owner at Fit4Mom® Chicago Western Suburbs
Industry Health, Wellness and Fitness
Experience
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
FIT4MOM Chicago Western Suburbs August 2013 - Present
Managers Investment Group May 2011 - April 2012
Lehman Brothers April 2006 - June 2008
Merrill Lynch 2005 - 2006
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Fitness Instruction, Health & Wellness, Weight Loss Coaching, Weight Management, Moms, Marketing, Social Media Marketing, Toning, Cardiovascular Fitness, Weight Training, Running, Kidspiration, Social Networking, Fitness Industry, Fitness Training, Team Management, Time Management, Managing Associates, Media Relations, Local Marketing, Healthy Lifestyle, Healthy Eating, Women's Health, Workout, Group Exercise..., Group Exercise, Strength Training, Strength & Conditioning, Core Strength, Pregnancy, Women Owned Business
Education
University of Illinois at Urbana-Champaign 1994 — 1999
BS, Advertising
Bryan Okun's Managers Investment Group Experience May 2011 - December 2011
Job Regional Vice President at Eagle Asset Management, Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
J.P. Morgan December 2011 - March 2015
Managers Investment Group May 2011 - December 2011
TradeStation Securities September 2010 - May 2011
Quill September 2008 - January 2010
Skills
Investments, Asset Managment, Series 7, Portfolio Management, Marketing Strategy, Sales, Marketing, Customer Service, Account Management, Strategic Planning, Financial Services, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Strategy, Fixed Income, Alternative Investments, Equities, Securities, Analysis, Trading, Options, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Investment Management
Education
Miami University 2004 — 2008
Bachelors, Communications, Business, Computer Science
Raymond James Financial, Inc. April 2015 - Present
J.P. Morgan December 2011 - March 2015
Managers Investment Group May 2011 - December 2011
TradeStation Securities September 2010 - May 2011
Quill September 2008 - January 2010
Skills
Investments, Asset Managment, Series 7, Portfolio Management, Marketing Strategy, Sales, Marketing, Customer Service, Account Management, Strategic Planning, Financial Services, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Strategy, Fixed Income, Alternative Investments, Equities, Securities, Analysis, Trading, Options, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Investment Management
Education
Miami University 2004 — 2008
Bachelors, Communications, Business, Computer Science
Sami Skelton's Managers Investment Group Experience January 2014 - February 2014
Job Associate Art Director at Imagination Publishing
Industry Graphic Design
Experience
Imagination Publishing July 2015 - Present
Sami Skelton Design December 2012 - Present
Imagination Publishing February 2014 - July 2015
Managers Investment Group January 2014 - February 2014
Imagination Publishing June 2013 - December 2013
Uncorkd February 2013 - May 2013
The Onion September 2012 - December 2012
M2 Creative Management May 2012 - August 2012
Chicago Children’s Museum September 2010 - December 2010
Skills
Graphic Design, Typography, Logo Design, Illustrator, InDesign, Corporate Identity, Illustration, Layout, Posters, Adobe Creative Suite, Brochures, Art Direction, Web Design, Graphics, Photoshop, Packaging, Business Cards, Dreamweaver, Flyers
Education
Columbia College Chicago 2010 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Illinois Wesleyan University
Loyola Marymount University
Imagination Publishing July 2015 - Present
Sami Skelton Design December 2012 - Present
Imagination Publishing February 2014 - July 2015
Managers Investment Group January 2014 - February 2014
Imagination Publishing June 2013 - December 2013
Uncorkd February 2013 - May 2013
The Onion September 2012 - December 2012
M2 Creative Management May 2012 - August 2012
Chicago Children’s Museum September 2010 - December 2010
Skills
Graphic Design, Typography, Logo Design, Illustrator, InDesign, Corporate Identity, Illustration, Layout, Posters, Adobe Creative Suite, Brochures, Art Direction, Web Design, Graphics, Photoshop, Packaging, Business Cards, Dreamweaver, Flyers
Education
Columbia College Chicago 2010 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Illinois Wesleyan University
Loyola Marymount University
Tom Donnelly, CFP®, CMFC Tom Donnelly, CFP®, CMFC's Managers Investment Group Experience June 2007 - June 2008
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments September 2012 - Present
Nuveen Investments June 2012 - Present
Nuveen Investments August 2008 - June 2012
Managers Investment Group June 2007 - June 2008
UBS Wealth Management May 2006 - August 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Fixed Income, Alternative Investments, Business Development, Competitive Analysis, Wealth Management, Capital Markets, Asset Allocation, Municipal Bonds, Equities, Hedge Funds, Defined Benefit, Defined Contribution, 401k, Retirement Planning, Unit Investment Trusts, Closed-end Funds, Structured Products, Key Account Development, Key Account Management
Education
Northern Illinois University - College of Business 2003 — 2007
B.S., Finance
Nuveen Investments September 2012 - Present
Nuveen Investments June 2012 - Present
Nuveen Investments August 2008 - June 2012
Managers Investment Group June 2007 - June 2008
UBS Wealth Management May 2006 - August 2006
Skills
Mutual Funds, Investment Strategies, Separately Managed..., Fixed Income, Alternative Investments, Business Development, Competitive Analysis, Wealth Management, Capital Markets, Asset Allocation, Municipal Bonds, Equities, Hedge Funds, Defined Benefit, Defined Contribution, 401k, Retirement Planning, Unit Investment Trusts, Closed-end Funds, Structured Products, Key Account Development, Key Account Management
Education
Northern Illinois University - College of Business 2003 — 2007
B.S., Finance
Chris Thompson Chris Thompson's Managers Investment Group Experience 1998 - 2006
Job U.S. Equity Manager Research at Towers Watson
Industry Financial Services
Experience
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Sheila Javadi-Medina Sheila Javadi-Medina's Managers Investment Group Experience September 2007 - December 2010
Job Service Delivery & Training Consultant
Industry Financial Services
Experience
Chicago Wealth Management Group June 2015 - Present
Cetera Financial Group June 2013 - Present
Genworth Financial December 2010 - June 2012
Managers Investment Group September 2007 - December 2010
Managers Investment Group September 2007 - December 2010
DWS Investments June 2005 - September 2007
DWS Investments January 2004 - June 2005
DWS Investments January 2002 - January 2004
DWS Investments December 2000 - September 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Series 6, Insurance, Asset Managment, Portfolio Management, Securities, Separately Managed..., Asset Allocation, Financial Services, Series 24, Risk Management, Wealth Management, Customer Service, Customer Service..., Contact Center..., Asset Management, CRM, Finance, Fixed Annuities, Management
Education
Lake Forest Graduate School of Management 2006 — 2010
Northeastern Illinois University 1996 — 1999
Chicago Wealth Management Group June 2015 - Present
Cetera Financial Group June 2013 - Present
Genworth Financial December 2010 - June 2012
Managers Investment Group September 2007 - December 2010
Managers Investment Group September 2007 - December 2010
DWS Investments June 2005 - September 2007
DWS Investments January 2004 - June 2005
DWS Investments January 2002 - January 2004
DWS Investments December 2000 - September 2002
Skills
Mutual Funds, Series 7, Series 63, Investments, Series 6, Insurance, Asset Managment, Portfolio Management, Securities, Separately Managed..., Asset Allocation, Financial Services, Series 24, Risk Management, Wealth Management, Customer Service, Customer Service..., Contact Center..., Asset Management, CRM, Finance, Fixed Annuities, Management
Education
Lake Forest Graduate School of Management 2006 — 2010
Northeastern Illinois University 1996 — 1999
Jason Lavallee Jason Lavallee's Managers Investment Group Experience February 2001 - February 2010
Job Chief Operating Officer at eLocal.com
Industry Online Media
Experience
eLocal.com February 2010 - Present
Managers Investment Group February 2001 - February 2010
Rorer Asset Management February 2001 - September 2001
Skills
Business Intelligence, Social Media, Financial Services, SEO, Social Media Marketing, Email Marketing, SEM, Business Development, Google Analytics, Online Advertising, Business Strategy, Marketing Strategy, Marketing, Networking, Investments, Online Marketing, Vendor Management, Project Management, Project Planning, Creative Problem Solving, Analytic Problem Solving, Web Services, Operations Management, Team Building, Team Management, Strategy, Account Management, CRM, PPC, Start-ups, Product Management, E-commerce, Web Analytics, Entrepreneurship, Web Marketing, Analytics, Strategic Partnerships, Product Marketing, Competitive Analysis, B2B, User Experience, Digital Strategy, Sales Operations, Advertising, Lead Generation, Management, Strategic Planning, Leadership, Asset Management, New Business Development
Education
Drexel University 1997 — 2002
sandwich high school 1994 — 1997
eLocal.com February 2010 - Present
Managers Investment Group February 2001 - February 2010
Rorer Asset Management February 2001 - September 2001
Skills
Business Intelligence, Social Media, Financial Services, SEO, Social Media Marketing, Email Marketing, SEM, Business Development, Google Analytics, Online Advertising, Business Strategy, Marketing Strategy, Marketing, Networking, Investments, Online Marketing, Vendor Management, Project Management, Project Planning, Creative Problem Solving, Analytic Problem Solving, Web Services, Operations Management, Team Building, Team Management, Strategy, Account Management, CRM, PPC, Start-ups, Product Management, E-commerce, Web Analytics, Entrepreneurship, Web Marketing, Analytics, Strategic Partnerships, Product Marketing, Competitive Analysis, B2B, User Experience, Digital Strategy, Sales Operations, Advertising, Lead Generation, Management, Strategic Planning, Leadership, Asset Management, New Business Development
Education
Drexel University 1997 — 2002
sandwich high school 1994 — 1997
Yevgeny Kushnir, CFA Yevgeny Kushnir, CFA's Managers Investment Group Experience August 2012 - December 2012
Job Experienced Financial Analyst
Industry Financial Services
Experience
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Luke Theeuwes Luke Theeuwes's Managers Investment Group Experience 1999 - 2006
Job Principal & Western Division Director at Miller Howard Investments
Industry Investment Management
Experience
Miller Howard Investments May 2007 - Present
U.S. Trust 2006 - May 2007
Managers Investment Group 1999 - 2006
Van Kampen Investments 1996 - 1999
Skills
Separately Managed..., Series 7, Asset Allocation, Series 63, Series 24, Equities, Retirement, Investment Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, ETFs, Uniform Combined State..., Series 65
Education
University of Houston 1992 — 1996
BS, Economics
Miller Howard Investments May 2007 - Present
U.S. Trust 2006 - May 2007
Managers Investment Group 1999 - 2006
Van Kampen Investments 1996 - 1999
Skills
Separately Managed..., Series 7, Asset Allocation, Series 63, Series 24, Equities, Retirement, Investment Management, Retirement Planning, Investments, Asset Management, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, ETFs, Uniform Combined State..., Series 65
Education
University of Houston 1992 — 1996
BS, Economics
David Dickerson David Dickerson's Managers Investment Group Experience April 2007 - October 2009
Job General Manager
Industry Retail
Experience
Blue Mile - Running Specialty Group August 2015 - Present
Finish Line December 2012 - August 2015
Road Runner Sports September 2011 - December 2012
Chicago Bears 2009 - 2012
Nike February 2010 - September 2011
Managers Investment Group April 2007 - October 2009
Giftco Inc April 2002 - April 2007
Marketing Support, Inc. (MSI) 2000 - 2001
Marketing Support, Inc. 2000 - 2001
Skills
Marketing, Packaging, Coaching, Advertising, Retail, Footwear, Merchandising, Inventory Management, Graphics, Marketing Communications, Sales, Brand Development, Customer Service, Store Management, Visual Merchandising, Time Management, Graphic Design, Adobe Creative Suite, Photoshop, Public Relations, Training, Public Speaking, Apparel, Sales Management, Marketing Strategy
Education
Southern Illinois University, Carbondale 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Graphic Communications
Southern Illinois University, Carbondale 1996 — 1999
Bachelor of Applied Science (BASc), Marketing
Blue Mile - Running Specialty Group August 2015 - Present
Finish Line December 2012 - August 2015
Road Runner Sports September 2011 - December 2012
Chicago Bears 2009 - 2012
Nike February 2010 - September 2011
Managers Investment Group April 2007 - October 2009
Giftco Inc April 2002 - April 2007
Marketing Support, Inc. (MSI) 2000 - 2001
Marketing Support, Inc. 2000 - 2001
Skills
Marketing, Packaging, Coaching, Advertising, Retail, Footwear, Merchandising, Inventory Management, Graphics, Marketing Communications, Sales, Brand Development, Customer Service, Store Management, Visual Merchandising, Time Management, Graphic Design, Adobe Creative Suite, Photoshop, Public Relations, Training, Public Speaking, Apparel, Sales Management, Marketing Strategy
Education
Southern Illinois University, Carbondale 1996 — 1999
Bachelor of Applied Science (B.A.Sc.), Graphic Communications
Southern Illinois University, Carbondale 1996 — 1999
Bachelor of Applied Science (BASc), Marketing
Bruce Aronow Bruce Aronow's Managers Investment Group Experience January 2005 - June 2008
Job CEO eLocal.com
Industry Internet
Experience
eLocal.com July 2008 - Present
Managers Investment Group January 2005 - June 2008
Rorer Asset Management January 1999 - December 2005
PricewaterhouseCoopers May 1987 - December 1998
Education
Penn State University 1983 — 1987
BS, Accounting
eLocal.com July 2008 - Present
Managers Investment Group January 2005 - June 2008
Rorer Asset Management January 1999 - December 2005
PricewaterhouseCoopers May 1987 - December 1998
Education
Penn State University 1983 — 1987
BS, Accounting
Jeffrey Pettiford Jeffrey Pettiford's Managers Investment Group Experience September 2000 - December 2002
Job Managing Member * Investor Relations at Window Rock Capital Partners, LLC
Industry Investment Management
Experience
Window Rock Capital Partners, LLC August 2014 - Present
Squire Partners Inc. June 2010 - July 2014
William Blair & Company July 2011 - September 2013
BNY ConvergEx June 2010 - July 2011
PNC September 2007 - June 2010
BNY ConvergEx * Lynch, Jones & Ryan December 2002 - September 2007
Managers Investment Group September 2000 - December 2002
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Investment Management, Finance, Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Management, Business Development, Investment Advisory, Financial Services, New Business Development, Wealth Management, Real Estate
Education
North Central College
Bachelor of Arts (B.A.), Marketing
Window Rock Capital Partners, LLC August 2014 - Present
Squire Partners Inc. June 2010 - July 2014
William Blair & Company July 2011 - September 2013
BNY ConvergEx June 2010 - July 2011
PNC September 2007 - June 2010
BNY ConvergEx * Lynch, Jones & Ryan December 2002 - September 2007
Managers Investment Group September 2000 - December 2002
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Investment Management, Finance, Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Management, Business Development, Investment Advisory, Financial Services, New Business Development, Wealth Management, Real Estate
Education
North Central College
Bachelor of Arts (B.A.), Marketing
Brian Kilar Brian Kilar's Managers Investment Group Experience January 2006 - May 2012
Job Regional Investment Consultant RIA Advisory Services at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Pioneer Investments May 2012 - March 2015
Managers Investment Group January 2006 - May 2012
ABN AMRO Asset Management November 2004 - January 2006
National Stock Exchange January 2003 - November 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Investments, Investment Advisory, Financial Advisory, Series 63, Series 7, ETFs
Education
Illinois State University 1997 — 2001
BS, Finance/Marketing
Putnam Investments March 2015 - Present
Pioneer Investments May 2012 - March 2015
Managers Investment Group January 2006 - May 2012
ABN AMRO Asset Management November 2004 - January 2006
National Stock Exchange January 2003 - November 2004
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Investments, Investment Advisory, Financial Advisory, Series 63, Series 7, ETFs
Education
Illinois State University 1997 — 2001
BS, Finance/Marketing
Craig Horvath's Managers Investment Group Experience September 2000 - May 2006
Job Performance Measurement Solutions LLC
Industry Investment Management
Experience
Performance Measurement Solutions LLC December 2010 - Present
Ariel Investments June 2006 - February 2010
Managers Investment Group September 2000 - May 2006
EVEREN Securities August 1995 - September 2000
Skills
Zephyr Style Advisor, Trading, BlackRock Aladdin, Sage, Analysis, Investments, Equities, APX, Asset Management, CitiDirect, Junxure, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Fiserv APL, Factset, Investment Management, Program Management, Asset Allocation, Financial Services, Advent APX, Archway ATWeb, CAPS, Russell Mellon RPU, SalesLogix, Schwab Portfolio Center, Back Office, Consulting, GIPS Compliance, Employee Training
Education
Northern Illinois University 1995 — 1997
MBA, Finance
Illinois State University 1990 — 1994
BS, Major - Finance, Minor - Accounting
Performance Measurement Solutions LLC December 2010 - Present
Ariel Investments June 2006 - February 2010
Managers Investment Group September 2000 - May 2006
EVEREN Securities August 1995 - September 2000
Skills
Zephyr Style Advisor, Trading, BlackRock Aladdin, Sage, Analysis, Investments, Equities, APX, Asset Management, CitiDirect, Junxure, Securities, Mutual Funds, Hedge Funds, Alternative Investments, Fiserv APL, Factset, Investment Management, Program Management, Asset Allocation, Financial Services, Advent APX, Archway ATWeb, CAPS, Russell Mellon RPU, SalesLogix, Schwab Portfolio Center, Back Office, Consulting, GIPS Compliance, Employee Training
Education
Northern Illinois University 1995 — 1997
MBA, Finance
Illinois State University 1990 — 1994
BS, Major - Finance, Minor - Accounting
Michael Weiss, CFA Michael Weiss, CFA's Managers Investment Group Experience 2008 - 2011
Job
Industry Education Management
Experience
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
Series 7 Exam Tutor 2011 - Present
Managers Investment Group 2008 - 2011
Timeless Capital Management 2005 - 2008
Evergreen Investments 2002 - 2005
Merrill Lynch Investment Managers 1997 - 2002
Lipper Analytical Services 1993 - 1997
Value Line 1991 - 1992
Skills
Mutual Funds, Portfolio Management, Series 7 Exam, Fixed Income, Series 63, Valuation, Investment Management, Series 6 Exam, Series 63 Exam, Equities, Investments, Asset Management, Series 66 Exam, Corporate Finance, Uniform Combined State..., Securities, Series 7, Series 65 Exam, Value Investing, Investment Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
MBA, Finance & Investments
Nancy Torok Nancy Torok's Managers Investment Group Experience December 2005 - November 2006
Job Executive Assistant at Signal Genetics, Inc
Industry Medical Devices
Experience
Signal Genetics, Inc September 2014 - Present
GenMark Diagnostics August 2011 - May 2014
Navy Marine Corps Relief Center January 2010 - November 2010
UBS Investment Bank November 2006 - July 2009
Managers Investment Group December 2005 - November 2006
The Connecticut Audubon Society April 2004 - November 2005
CompHealth April 2002 - March 2004
Respond Inc October 2000 - November 2001
Micro-Designs Software Corp March 1998 - September 2000
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Strategic Planning, Data Analysis, Budgets, Customer Service, Research, Outlook, Event Planning, Marketing, Administrative..., Program Management, Healthcare, Executive Level..., Software Documentation, Training, Process Improvement, Time Management, Meeting Scheduling, Meeting Planning, Events Coordination, Strategy, Administrative..., Office Administration
Education
Eastern Connecticut State University
BACHELOR OF SCIENCE, Business Administration; Psychology
Signal Genetics, Inc September 2014 - Present
GenMark Diagnostics August 2011 - May 2014
Navy Marine Corps Relief Center January 2010 - November 2010
UBS Investment Bank November 2006 - July 2009
Managers Investment Group December 2005 - November 2006
The Connecticut Audubon Society April 2004 - November 2005
CompHealth April 2002 - March 2004
Respond Inc October 2000 - November 2001
Micro-Designs Software Corp March 1998 - September 2000
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Project Management, Strategic Planning, Data Analysis, Budgets, Customer Service, Research, Outlook, Event Planning, Marketing, Administrative..., Program Management, Healthcare, Executive Level..., Software Documentation, Training, Process Improvement, Time Management, Meeting Scheduling, Meeting Planning, Events Coordination, Strategy, Administrative..., Office Administration
Education
Eastern Connecticut State University
BACHELOR OF SCIENCE, Business Administration; Psychology
D. Jake Karstens's Managers Investment Group Experience February 2006 - November 2008
Job Jake Karstens is an Insurance Broker and Financial Advisor at Karstens Financial
Industry Financial Services
Experience
Karstens Financial LLC November 2008 - Present
Managers Investment Group February 2006 - November 2008
Deutsche Bank February 2002 - May 2005
Skills
Commercial Insurance, Property & Casualty..., Health Insurance, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Workers Compensation, Investments, Employee Benefits, Mutual Funds, Liability, Financial Services, Retirement, Sales, Series 63, Portfolio Management, Management, Series 7
Education
2004 DePaul University 2004 — 2004
Coursework for Financial Planner designation
Rollins College 1998 — 2002
Bachelor, Economics
Lake Forest High School 1994 — 1998
William Paterson University of New Jersey
Karstens Financial LLC November 2008 - Present
Managers Investment Group February 2006 - November 2008
Deutsche Bank February 2002 - May 2005
Skills
Commercial Insurance, Property & Casualty..., Health Insurance, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Workers Compensation, Investments, Employee Benefits, Mutual Funds, Liability, Financial Services, Retirement, Sales, Series 63, Portfolio Management, Management, Series 7
Education
2004 DePaul University 2004 — 2004
Coursework for Financial Planner designation
Rollins College 1998 — 2002
Bachelor, Economics
Lake Forest High School 1994 — 1998
William Paterson University of New Jersey
Brian Podvia Brian Podvia's Managers Investment Group Experience August 2010 - July 2011
Job Key Account Manager at Sceptre Tours
Industry Leisure, Travel & Tourism
Experience
Sceptre Tours March 2015 - Present
JetSetPilot Travel July 2008 - Present
National Association of Catering Executives August 2012 - Present
Managers Investment Group August 2010 - July 2011
Business Network International (BNI) 2010 - 2010
PLANCO, LLC, Financial Services (The Hartford) January 2007 - July 2009
The Hartford 2006 - 2009
PLANCO, LLC, Financial Services (The Hartford) February 2006 - January 2007
Skills
Trip Planning,..., Sales, Fixed Annuities, Mutual Funds, Investments, Series 63, Insurance, Series 7, Customer Service, Event Planning, Marketing, Retirement, Account Management, Travel, Sales Operations, Business Development
Education
Bloomsburg University of Pennsylvania 2001 — 2005
B.S, Business Administration
Perkiomen Valley High School 1997 — 2001
HS, General
Sceptre Tours March 2015 - Present
JetSetPilot Travel July 2008 - Present
National Association of Catering Executives August 2012 - Present
Managers Investment Group August 2010 - July 2011
Business Network International (BNI) 2010 - 2010
PLANCO, LLC, Financial Services (The Hartford) January 2007 - July 2009
The Hartford 2006 - 2009
PLANCO, LLC, Financial Services (The Hartford) February 2006 - January 2007
Skills
Trip Planning,..., Sales, Fixed Annuities, Mutual Funds, Investments, Series 63, Insurance, Series 7, Customer Service, Event Planning, Marketing, Retirement, Account Management, Travel, Sales Operations, Business Development
Education
Bloomsburg University of Pennsylvania 2001 — 2005
B.S, Business Administration
Perkiomen Valley High School 1997 — 2001
HS, General
Joshua Rieders's Managers Investment Group Experience October 2007 - March 2009
Job Internal Sales at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management April 2015 - Present
Prudential Investments July 2011 - March 2015
tradeMONSTER March 2009 - June 2011
Managers Investment Group October 2007 - March 2009
Prime Visibility March 2007 - August 2007
Skills
Project Management, Analysis, Marketing, Investments, Strategy, Sales, Leadership, Customer Satisfaction, Sales Operations, Mutual Funds, Finance, Customer Service, Bonds, High Yield Bonds, Financial Analysis, Strategic Planning, Series 7, Series 63, Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Marketing Strategy, Investment Strategies, Sales Management, Management, Equities
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor's of Science, Management, Entrepreneurship, and Telecomunications
First Eagle Investment Management April 2015 - Present
Prudential Investments July 2011 - March 2015
tradeMONSTER March 2009 - June 2011
Managers Investment Group October 2007 - March 2009
Prime Visibility March 2007 - August 2007
Skills
Project Management, Analysis, Marketing, Investments, Strategy, Sales, Leadership, Customer Satisfaction, Sales Operations, Mutual Funds, Finance, Customer Service, Bonds, High Yield Bonds, Financial Analysis, Strategic Planning, Series 7, Series 63, Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Marketing Strategy, Investment Strategies, Sales Management, Management, Equities
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor's of Science, Management, Entrepreneurship, and Telecomunications
Bill Fergusson Bill Fergusson's Managers Investment Group Experience January 2005 - February 2007
Job Learning & Development Sr. Manager, SEO at BrightEdge
Industry Internet
Experience
BrightEdge July 2012 - Present
Fergusson Associates LLC September 2007 - July 2012
Managers Investment Group January 2005 - February 2007
Fremont Investment Advisors October 2001 - January 2005
Simplexity 1997 - 2000
Skills
Keyword Research, Content Development, SEO copywriting, Content Strategy, Writing For The Web, SEO, Direct Marketing, Web Analytics, Content Marketing
Education
SEMPO Institute
Certificate of Completion, Search Marketing
The University of Kansas
B.A., Anthropology and Political Science
University of California, Berkeley
MA, Political Science
BrightEdge July 2012 - Present
Fergusson Associates LLC September 2007 - July 2012
Managers Investment Group January 2005 - February 2007
Fremont Investment Advisors October 2001 - January 2005
Simplexity 1997 - 2000
Skills
Keyword Research, Content Development, SEO copywriting, Content Strategy, Writing For The Web, SEO, Direct Marketing, Web Analytics, Content Marketing
Education
SEMPO Institute
Certificate of Completion, Search Marketing
The University of Kansas
B.A., Anthropology and Political Science
University of California, Berkeley
MA, Political Science
Scott Brooks, CFA Scott Brooks, CFA's Managers Investment Group Experience 2006 - 2007
Job Managing Director at SEI Investments
Industry Investment Management
Experience
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Tim O'Donovan Tim O'Donovan's Managers Investment Group Experience February 2006 - June 2008
Job National Sales Manager at Linde, Hansen & Co., LLC
Industry Financial Services
Experience
Linde, Hansen & Co., LLC May 2012 - Present
Pacer Financial November 2008 - May 2012
Managers Investment Group February 2006 - June 2008
Lord, Abbett & Co. November 1998 - February 2006
Skills
Mutual Funds, ETFs, Annuities, IRA's, Stocks, Retirement Planning, 401k, Bonds, Retirement, Managed Accounts, Roth IRA, Separately Managed..., Asset Allocation, Equities, Alternative Investments, Fixed Annuities, 529 Plans, Financial Planning, Annuity, Investments, Investment Strategies, Rollovers, Securities, Indices
Education
Gettysburg College 1994 — 1998
B.A., Economics, Spanish
Park Ridge High School 1990 — 1994
Linde, Hansen & Co., LLC May 2012 - Present
Pacer Financial November 2008 - May 2012
Managers Investment Group February 2006 - June 2008
Lord, Abbett & Co. November 1998 - February 2006
Skills
Mutual Funds, ETFs, Annuities, IRA's, Stocks, Retirement Planning, 401k, Bonds, Retirement, Managed Accounts, Roth IRA, Separately Managed..., Asset Allocation, Equities, Alternative Investments, Fixed Annuities, 529 Plans, Financial Planning, Annuity, Investments, Investment Strategies, Rollovers, Securities, Indices
Education
Gettysburg College 1994 — 1998
B.A., Economics, Spanish
Park Ridge High School 1990 — 1994
Rico Tarver Rico Tarver's Managers Investment Group Experience April 2010 - October 2013
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
Fidelity Investments June 2015 - Present
Scottrade September 2014 - June 2015
TD Ameritrade October 2013 - September 2014
Managers Investment Group April 2010 - October 2013
Managers Investment Group December 2007 - April 2010
Marketing Werks February 2006 - June 2007
Cynergy Data 2007 - 2007
Skills
Corporate Finance, Fine Art, Management Consulting, Asset Management, Business Development, Business Planning, Finance, Financial Analysis, Financial Services, Investments, Leadership, Management, Market Research, Marketing, Mutual Funds, New Business Development, Portfolio Management, Sales, Sales Operations, Start-ups, Strategic Planning
Education
Northwestern University 2001 — 2005
Bachelors of Science, Communication Studies/Art Theory and Practice
John Winthrop, CIMA John Winthrop, CIMA's Managers Investment Group Experience January 2010 - March 2013
Job Director, Regional Consultant at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management March 2013 - Present
Managers Investment Group January 2010 - March 2013
William Blair and Company June 2007 - December 2008
Skills
Mutual Funds, Investments, Separately Managed..., Marketing, Series 7
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education Program - Certified Investment Management Analyst
Miami University 2000 — 2004
Bachelor of Science, Marketing
Sterling Capital Management March 2013 - Present
Managers Investment Group January 2010 - March 2013
William Blair and Company June 2007 - December 2008
Skills
Mutual Funds, Investments, Separately Managed..., Marketing, Series 7
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education Program - Certified Investment Management Analyst
Miami University 2000 — 2004
Bachelor of Science, Marketing
Jeff Seaman, CIMA Jeff Seaman, CIMA's Managers Investment Group Experience August 2007 - November 2008
Job JP Morgan Client Advisor, Wires for NC & SC
Industry Financial Services
Experience
Principal Funds March 2009 - September 2009
Managers Investment Group August 2007 - November 2008
Rydex 2002 - 2007
Thomson Financial May 1998 - October 2002
Skills
Series 7, Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Asset Allocation, Investments, Wealth Management, Asset Managment, Series 65, Securities, Equities, Hedge Funds
Education
Mary Washington College 1993 — 1997
Bachelor of Science (B.S.), Economics
Westminster High School 1989 — 1993
Principal Funds March 2009 - September 2009
Managers Investment Group August 2007 - November 2008
Rydex 2002 - 2007
Thomson Financial May 1998 - October 2002
Skills
Series 7, Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Asset Allocation, Investments, Wealth Management, Asset Managment, Series 65, Securities, Equities, Hedge Funds
Education
Mary Washington College 1993 — 1997
Bachelor of Science (B.S.), Economics
Westminster High School 1989 — 1993
Ben Delery's Managers Investment Group Experience April 2012 - May 2012
Job Production Artist at Jacobs & Clevenger
Industry Graphic Design
Experience
Jacobs & Clevenger March 2012 - Present
Managers Investment Group April 2012 - May 2012
Radio Flyer November 2011 - April 2012
TargetCom February 2009 - August 2011
Beam Global Spirits & Wine June 2011 - July 2011
Gordon Hanrahan May 2011 - May 2011
New Control March 2011 - May 2011
TargetCom February 2007 - February 2009
Chicago Tribune January 2003 - December 2005
GambitWeekly - Alternative news weekly August 1997 - September 2002
Skills
InDesign, Brochures, Web Design, Photoshop, Illustrator, Illustration, Logo Design, Direct Marketing, Direct Mail, Pre-press, Art, Graphic Design, QuarkXPress, Graphics, Mac, Adobe Acrobat, Advertising, Layout, Packaging, Image Manipulation, Flyers, Typography, Email Marketing, Posters
Education
Louisiana State University 1992 — 1997
BFA
Jacobs & Clevenger March 2012 - Present
Managers Investment Group April 2012 - May 2012
Radio Flyer November 2011 - April 2012
TargetCom February 2009 - August 2011
Beam Global Spirits & Wine June 2011 - July 2011
Gordon Hanrahan May 2011 - May 2011
New Control March 2011 - May 2011
TargetCom February 2007 - February 2009
Chicago Tribune January 2003 - December 2005
GambitWeekly - Alternative news weekly August 1997 - September 2002
Skills
InDesign, Brochures, Web Design, Photoshop, Illustrator, Illustration, Logo Design, Direct Marketing, Direct Mail, Pre-press, Art, Graphic Design, QuarkXPress, Graphics, Mac, Adobe Acrobat, Advertising, Layout, Packaging, Image Manipulation, Flyers, Typography, Email Marketing, Posters
Education
Louisiana State University 1992 — 1997
BFA
Jennifer Jerhoff's Managers Investment Group Experience March 2005 - May 2007
Job
Industry Marketing and Advertising
Experience
Residual Sugar Wine Bar & Merchant May 2009 - Present
Haggin Marketing May 2007 - January 2009
Managers Investment Group March 2005 - May 2007
Capital Group August 2001 - March 2004
Education
Santa Clara University 1997 — 2001
BA, English
Harvard University
Summer School
Residual Sugar Wine Bar & Merchant May 2009 - Present
Haggin Marketing May 2007 - January 2009
Managers Investment Group March 2005 - May 2007
Capital Group August 2001 - March 2004
Education
Santa Clara University 1997 — 2001
BA, English
Harvard University
Summer School
Norman Gee's Managers Investment Group Experience January 2005 - January 2007
Job Executive Board Member at Mt. Diablo Silverado Council
Industry Investment Management
Experience
Mt. Diablo Silverado Council December 2013 - Present
Norman Gee & Associates January 2007 - Present
Boy Scouts of America 1999 - 2013
Managers Investment Group January 2005 - January 2007
Fremont Investment Advisors, Inc. September 1988 - January 2005
Sierra Asset Management December 1986 - August 1988
Bechtel Power Corporation July 1979 - December 1986
Bechtel Power Corporation February 1978 - July 1979
Bechtel Power Corporation October 1974 - September 1976
Skills
Portfolio Management, Research, Investments, Risk Management, Asset Management, Due Diligence, Mutual Funds, Compliance, Asset Managment, Fixed Income, Finance, Strategic Planning, Strategy, Management, Trading, Equities, Accounting, Financial Analysis, Analysis, Financial Modeling, Economics, Project Management, Financial Services, Leadership, Forecasting, Mergers & Acquisitions, Strategic Financial..., Banking, Financial Reporting, Executive Management, Cash Management, Policy, Business Planning, Management Consulting
Education
ROP 2011 — 2011
San Francisco State University, College of Business 1979 — 1981
BS, Business
Mt. Diablo Silverado Council December 2013 - Present
Norman Gee & Associates January 2007 - Present
Boy Scouts of America 1999 - 2013
Managers Investment Group January 2005 - January 2007
Fremont Investment Advisors, Inc. September 1988 - January 2005
Sierra Asset Management December 1986 - August 1988
Bechtel Power Corporation July 1979 - December 1986
Bechtel Power Corporation February 1978 - July 1979
Bechtel Power Corporation October 1974 - September 1976
Skills
Portfolio Management, Research, Investments, Risk Management, Asset Management, Due Diligence, Mutual Funds, Compliance, Asset Managment, Fixed Income, Finance, Strategic Planning, Strategy, Management, Trading, Equities, Accounting, Financial Analysis, Analysis, Financial Modeling, Economics, Project Management, Financial Services, Leadership, Forecasting, Mergers & Acquisitions, Strategic Financial..., Banking, Financial Reporting, Executive Management, Cash Management, Policy, Business Planning, Management Consulting
Education
ROP 2011 — 2011
San Francisco State University, College of Business 1979 — 1981
BS, Business
Sowmya Sidhartha's Managers Investment Group Experience January 2010 - April 2010
Job
Industry Financial Services
Experience
Managers Investment Group January 2010 - April 2010
Managers Investment Group LLC June 2007 - January 2010
Education
Fairfield University 2005 — 2007
Managers Investment Group January 2010 - April 2010
Managers Investment Group LLC June 2007 - January 2010
Education
Fairfield University 2005 — 2007
Colin Brooklier, CMFC's Managers Investment Group Experience June 2007 - June 2008
Job AVP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2008 - Present
Managers Investment Group June 2007 - June 2008
Robbins Trading Company November 2004 - June 2007
Education
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Nuveen Investments August 2008 - Present
Managers Investment Group June 2007 - June 2008
Robbins Trading Company November 2004 - June 2007
Education
University of Colorado at Boulder 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Nicholas Klein, CAIA's Managers Investment Group Experience June 2007 - October 2009
Job Managing Director at Oxford Financial Group, Ltd.
Industry Investment Management
Experience
Oxford Financial Group, Ltd. September 2014 - Present
Bessemer Trust September 2013 - September 2014
Goldman, Sachs & Co. October 2009 - May 2012
Managers Investment Group June 2007 - October 2009
Skills
Series 7, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations: Economics, Entrepreneurship, & Finance
Miami University
B.S. Business Administration, Major: Finance, Thematic Sequence: Chemistry
Cathedral High School
Oxford Financial Group, Ltd. September 2014 - Present
Bessemer Trust September 2013 - September 2014
Goldman, Sachs & Co. October 2009 - May 2012
Managers Investment Group June 2007 - October 2009
Skills
Series 7, Series 63
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations: Economics, Entrepreneurship, & Finance
Miami University
B.S. Business Administration, Major: Finance, Thematic Sequence: Chemistry
Cathedral High School
Brian Wadley's Managers Investment Group Experience 2004 - 2007
Job Vice President Trading/Portfolio Administration Clark Capital Mgt
Industry Financial Services
Experience
Clark Capital Mgt November 2007 - Present
PFPC June 2007 - October 2007
Managers Investment Group 2004 - 2007
Rorer Asset Management 1994 - 2004
Skills
Valuation, Financial Analysis, Hedge Funds, Process Improvement, Portfolio Management, Securities, Separately Managed..., Financial Services, Mutual Funds, Finance, Series 7, Financial Markets, Investment Strategies, Due Diligence, Wealth Management, Trading, Risk Management, Private Equity, Investment Advisory, Retirement, ETFs, Trading Systems, Strategic Financial..., Capital Markets, Fixed Income, Equities, Bloomberg, Investments, Mergers & Acquisitions, Equity Research, Asset Allocation, Back Office, Asset Management, Investment Management, Series 63, Strategic Planning, Alternative Investments, Retirement Planning, Microsoft Excel
Education
Pennsylvania State University
Clark Capital Mgt November 2007 - Present
PFPC June 2007 - October 2007
Managers Investment Group 2004 - 2007
Rorer Asset Management 1994 - 2004
Skills
Valuation, Financial Analysis, Hedge Funds, Process Improvement, Portfolio Management, Securities, Separately Managed..., Financial Services, Mutual Funds, Finance, Series 7, Financial Markets, Investment Strategies, Due Diligence, Wealth Management, Trading, Risk Management, Private Equity, Investment Advisory, Retirement, ETFs, Trading Systems, Strategic Financial..., Capital Markets, Fixed Income, Equities, Bloomberg, Investments, Mergers & Acquisitions, Equity Research, Asset Allocation, Back Office, Asset Management, Investment Management, Series 63, Strategic Planning, Alternative Investments, Retirement Planning, Microsoft Excel
Education
Pennsylvania State University
Sean Walker, CIMA® , MBA's Managers Investment Group Experience March 2013 - September 2013
Job Investment Management Consultant at iShares by BlackRock
Industry Financial Services
Experience
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
Daniel Kehoe's Managers Investment Group Experience June 2001 - September 2004
Job Senior Operations Analyst at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors July 2008 - Present
Henderson Global Investors May 2005 - April 2011
LSV Asset Management October 2004 - May 2005
Managers Investment Group June 2001 - September 2004
Skills
Mutual Funds, Bloomberg, Investment Management, Trading, Portfolio Management, Securities, Equities, Microsoft Office, Microsoft Excel, Windows 7, Security APL, Data Reconciliation, Asset Management, Alternative Investments, Microsoft Word, Investments, Separately Managed..., CRD, Adobe Acrobat, Dividend Income Analysis, Security Pricing, ADRs, Corporate Actions, Dividends, Windows, Condos, Real Estate, Landlord, Foreign Exchange, Charles River IMS, Fixed Income, Fair Value
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science, Finance
Henderson Global Investors July 2008 - Present
Henderson Global Investors May 2005 - April 2011
LSV Asset Management October 2004 - May 2005
Managers Investment Group June 2001 - September 2004
Skills
Mutual Funds, Bloomberg, Investment Management, Trading, Portfolio Management, Securities, Equities, Microsoft Office, Microsoft Excel, Windows 7, Security APL, Data Reconciliation, Asset Management, Alternative Investments, Microsoft Word, Investments, Separately Managed..., CRD, Adobe Acrobat, Dividend Income Analysis, Security Pricing, ADRs, Corporate Actions, Dividends, Windows, Condos, Real Estate, Landlord, Foreign Exchange, Charles River IMS, Fixed Income, Fair Value
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science, Finance
Bo Macreery's Managers Investment Group Experience January 2005 - November 2008
Job SharePoint Developer at TrueTandem
Industry Information Technology and Services
Experience
TrueTandem October 2013 - Present
ManTech February 2009 - October 2013
Managers Investment Group January 2005 - November 2008
EDS 1997 - 1999
Skills
C#, SQL Server, .NET, ASP.NET, JavaScript, XML, Web Applications, Databases, Software Development, VB.NET, AJAX, Web Services, SharePoint, jQuery, Microsoft SQL Server
Education
Muhlenberg College 1987 — 1991
TrueTandem October 2013 - Present
ManTech February 2009 - October 2013
Managers Investment Group January 2005 - November 2008
EDS 1997 - 1999
Skills
C#, SQL Server, .NET, ASP.NET, JavaScript, XML, Web Applications, Databases, Software Development, VB.NET, AJAX, Web Services, SharePoint, jQuery, Microsoft SQL Server
Education
Muhlenberg College 1987 — 1991
John Gross, CAIA's Managers Investment Group Experience October 2005 - March 2010
Job Relationship Manager at Polen Capital Management
Industry Financial Services
Experience
Polen Capital Management November 2011 - Present
Goldman Sachs Asset Management March 2010 - December 2011
Managers Investment Group October 2005 - March 2010
Skills
Mutual Funds, Investment Strategies, Capital Markets, Series 7, Series 63, Separately Managed..., Alternative Investments, Equities, Securities, Asset Allocation
Education
St. Norbert College 2001 — 2005
Bachelor of Arts, Economics and Finance
Polen Capital Management November 2011 - Present
Goldman Sachs Asset Management March 2010 - December 2011
Managers Investment Group October 2005 - March 2010
Skills
Mutual Funds, Investment Strategies, Capital Markets, Series 7, Series 63, Separately Managed..., Alternative Investments, Equities, Securities, Asset Allocation
Education
St. Norbert College 2001 — 2005
Bachelor of Arts, Economics and Finance
Ross Servick's Managers Investment Group Experience January 1997 - February 2006
Job Head of North American Consultant and Client Relations, and Head of Canadian Distribution
Industry Financial Services
Experience
Schroders Investment Management May 2012 - Present
Managers Investment Group January 1997 - February 2006
Skills
Alternative Investments, Asset Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Fixed Income
Education
Denison University 1987 — 1991
BA, Economics Major History Minor
Schroders Investment Management May 2012 - Present
Managers Investment Group January 1997 - February 2006
Skills
Alternative Investments, Asset Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Fixed Income
Education
Denison University 1987 — 1991
BA, Economics Major History Minor
Steve Sivillo's Managers Investment Group Experience January 2009 - July 2010
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
Charles Curran, CISA, CRISC's Managers Investment Group Experience July 2004 - July 2007
Job Senior Manager, Business Advisory Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP October 2010 - Present
Interactive Solutions LLC June 2010 - October 2010
Interactive Solutions LLC July 2007 - June 2010
Managers Investment Group July 2004 - July 2007
CTN Solutions, Inc May 2003 - July 2004
PricewaterhouseCoopers May 2001 - April 2003
Skills
IT Audit, SAS70, Sarbanes-Oxley Act, Auditing, Information Technology, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Internal Audit, CISA, COSO, GAAP, Risk Assessment, US GAAP, Assurance, Governance, COBIT, Risk Management, Business Process..., Financial Services, Accounting, SEC filings, Financial Reporting, External Audit, Banking, Financial Risk, Information Security..., Business Continuity, Financial Audits
Education
Moravian College 1991 — 1995
BA, Business Management
Archbishop Ryan High School 1987 — 1991
Grant Thornton LLP October 2010 - Present
Interactive Solutions LLC June 2010 - October 2010
Interactive Solutions LLC July 2007 - June 2010
Managers Investment Group July 2004 - July 2007
CTN Solutions, Inc May 2003 - July 2004
PricewaterhouseCoopers May 2001 - April 2003
Skills
IT Audit, SAS70, Sarbanes-Oxley Act, Auditing, Information Technology, Enterprise Risk..., Sarbanes-Oxley, Internal Controls, Internal Audit, CISA, COSO, GAAP, Risk Assessment, US GAAP, Assurance, Governance, COBIT, Risk Management, Business Process..., Financial Services, Accounting, SEC filings, Financial Reporting, External Audit, Banking, Financial Risk, Information Security..., Business Continuity, Financial Audits
Education
Moravian College 1991 — 1995
BA, Business Management
Archbishop Ryan High School 1987 — 1991
Sally Bennett's Managers Investment Group Experience May 1996 - April 2014
Job Mutual Funds
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Managers Investment Group May 1996 - April 2014
Skills
Mutual Funds, Series 63, Series 6, Financial Services
Education
Southern Connecticut State University 1990 — 1993
Bachelor's degree, Business/Corporate Communications
University of Connecticut 1988 — 1990
AMG Funds April 2014 - Present
Managers Investment Group May 1996 - April 2014
Skills
Mutual Funds, Series 63, Series 6, Financial Services
Education
Southern Connecticut State University 1990 — 1993
Bachelor's degree, Business/Corporate Communications
University of Connecticut 1988 — 1990
Darrin Oberhofer's Managers Investment Group Experience September 2004 - June 2010
Job Vice PresidentFund Operations at Inland Real Estate Investment Corporation
Industry Financial Services
Experience
Inland Real Estate Investment Corporation July 2012 - Present
Managers Investment Group September 2004 - June 2010
Scudder Investments January 2004 - August 2004
Scudder Investments, now DWS Investments October 2000 - December 2003
DWS Scudder Funds 1996 - 2003
DWS Scudder Funds October 1997 - September 2000
Scudder Funds November 1996 - October 1997
FIRSTAR EXPRESS May 1996 - November 1996
Strong Funds August 1995 - April 1996
Strong Funds 1995 - 1996
Skills
Management, Financial Services, Mutual Funds, Marketing, CRM, Training, Sales Management, Strategy
Education
Marquette University 1991 — 1995
BS, Business Administration
Marquette University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Inland Real Estate Investment Corporation July 2012 - Present
Managers Investment Group September 2004 - June 2010
Scudder Investments January 2004 - August 2004
Scudder Investments, now DWS Investments October 2000 - December 2003
DWS Scudder Funds 1996 - 2003
DWS Scudder Funds October 1997 - September 2000
Scudder Funds November 1996 - October 1997
FIRSTAR EXPRESS May 1996 - November 1996
Strong Funds August 1995 - April 1996
Strong Funds 1995 - 1996
Skills
Management, Financial Services, Mutual Funds, Marketing, CRM, Training, Sales Management, Strategy
Education
Marquette University 1991 — 1995
BS, Business Administration
Marquette University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Peter Salts's Managers Investment Group Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Liz Freiberg Vaisben's Managers Investment Group Experience January 2002 - July 2004
Job Communications Manager
Industry Graphic Design
Experience
Congregation Beth Am September 2010 - Present
Self-employed November 2008 - Present
Aspiranet May 2009 - August 2010
American Jewish World Service August 2005 - October 2008
Hillel July 2004 - July 2005
Managers Investment Group January 2002 - July 2004
Skills
Newsletters, Editing, Non-profits, Fundraising, Social Media, Marketing, Program Development, Desktop Publishing, InDesign, Illustrator, Adobe Acrobat, Photoshop, Dreamweaver, QuarkXPress, Microsoft Word, Microsoft Excel, WordPress, Drupal, HTML, PowerPoint, Pagemaker, Project Management, Proofreading, Printers, Collateral Design, Social Media Marketing, Advertising, Marketing Communications, Graphic Design, Nonprofits, Copy Editing, Logo Design, Graphics, Management, Volunteer Management, Adobe Creative Suite, Community Outreach, Publishing
Education
Norwalk Community College 2001 — 2003
Certificate in Graphic Design, Graphic Design
Tufts University 1996 — 2000
B.A., Art History, Studio Art
Congregation Beth Am September 2010 - Present
Self-employed November 2008 - Present
Aspiranet May 2009 - August 2010
American Jewish World Service August 2005 - October 2008
Hillel July 2004 - July 2005
Managers Investment Group January 2002 - July 2004
Skills
Newsletters, Editing, Non-profits, Fundraising, Social Media, Marketing, Program Development, Desktop Publishing, InDesign, Illustrator, Adobe Acrobat, Photoshop, Dreamweaver, QuarkXPress, Microsoft Word, Microsoft Excel, WordPress, Drupal, HTML, PowerPoint, Pagemaker, Project Management, Proofreading, Printers, Collateral Design, Social Media Marketing, Advertising, Marketing Communications, Graphic Design, Nonprofits, Copy Editing, Logo Design, Graphics, Management, Volunteer Management, Adobe Creative Suite, Community Outreach, Publishing
Education
Norwalk Community College 2001 — 2003
Certificate in Graphic Design, Graphic Design
Tufts University 1996 — 2000
B.A., Art History, Studio Art
Gerald E. O'Hara, CFA's Managers Investment Group Experience March 2002 - August 2007
Job Equity Research at Jefferies
Industry Financial Services
Experience
Jefferies & Company September 2010 - Present
Teacher Retirement System of Texas June 2009 - August 2009
Charles Schwab 2007 - 2008
Managers Investment Group March 2002 - August 2007
Schwab Capital Markets 2000 - 2001
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Bloomberg, Investments, Financial Analysis, Fixed Income, Hedge Funds, Due Diligence, Asset Managment, Investment Management, Capital Markets, Quantitative Analytics, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master of Business Administration, Finance
Lynchburg College 1996 — 2000
BA, Finance
Fairfield High School 1992 — 1996
Jefferies & Company September 2010 - Present
Teacher Retirement System of Texas June 2009 - August 2009
Charles Schwab 2007 - 2008
Managers Investment Group March 2002 - August 2007
Schwab Capital Markets 2000 - 2001
Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Equity Research, Bloomberg, Investments, Financial Analysis, Fixed Income, Hedge Funds, Due Diligence, Asset Managment, Investment Management, Capital Markets, Quantitative Analytics, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
Master of Business Administration, Finance
Lynchburg College 1996 — 2000
BA, Finance
Fairfield High School 1992 — 1996
Jason Culver, CFA, CAIA's Managers Investment Group Experience January 2007 - December 2010
Job Internal Advisor Consultant at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2011 - Present
Nuveen HydePark Group, LLC January 2011 - October 2011
Managers Investment Group January 2007 - December 2010
Managers Investment Group January 2006 - December 2006
Managers Investment Group November 2004 - December 2005
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies
Education
Ohio University 2000 — 2004
BBA, Marketing, Finance
Nuveen Investments October 2011 - Present
Nuveen HydePark Group, LLC January 2011 - October 2011
Managers Investment Group January 2007 - December 2010
Managers Investment Group January 2006 - December 2006
Managers Investment Group November 2004 - December 2005
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies
Education
Ohio University 2000 — 2004
BBA, Marketing, Finance
Michael Zinkand's Managers Investment Group Experience September 2005 - November 2012
Job Portfolio Specialist at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners December 2014 - Present
The Hartford November 2012 - November 2014
Managers Investment Group September 2005 - November 2012
Managers Investment Group December 2004 - September 2005
Home Finance of America March 2002 - December 2004
Skills
Loans, Mutual Funds, Series 63, Portfolio Management, Series 7, Securities, Asset Management, Financial Services
Education
Cornell University 1997 — 2001
Bachelor's Degree, Business Management & Marketing
Germantown Academy 1985 — 1997
High School
Franklin Square Capital Partners December 2014 - Present
The Hartford November 2012 - November 2014
Managers Investment Group September 2005 - November 2012
Managers Investment Group December 2004 - September 2005
Home Finance of America March 2002 - December 2004
Skills
Loans, Mutual Funds, Series 63, Portfolio Management, Series 7, Securities, Asset Management, Financial Services
Education
Cornell University 1997 — 2001
Bachelor's Degree, Business Management & Marketing
Germantown Academy 1985 — 1997
High School
Brian Kernaghan's Managers Investment Group Experience February 2006 - October 2012
Job National Director, Senior Vice President of Sales at LaSalle Investment Management
Industry Financial Services
Experience
LaSalle Investment Management October 2012 - Present
Managers Investment Group February 2006 - October 2012
Smith Barney 2003 - 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Separately Managed..., Investments, Investment Strategies, Wealth Management, ETFs, Asset Managment, Uniform Combined State..., Investment Advisory, Equities, Fixed Income, Asset Management, Securities, Investment Management, Series 65
Education
Illinois State University 1995 — 1999
BS, Finance
LaSalle Investment Management October 2012 - Present
Managers Investment Group February 2006 - October 2012
Smith Barney 2003 - 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Separately Managed..., Investments, Investment Strategies, Wealth Management, ETFs, Asset Managment, Uniform Combined State..., Investment Advisory, Equities, Fixed Income, Asset Management, Securities, Investment Management, Series 65
Education
Illinois State University 1995 — 1999
BS, Finance
Karen Kirk's Managers Investment Group Experience May 2004 - November 2008
Job Director of Operations
Industry Financial Services
Experience
Copeland Capital Management August 2009 - Present
Managers Investment Group May 2004 - November 2008
Rorer Asset Management December 1998 - May 2004
Radnor Capital Management June 1997 - December 1998
Meridian Investment Company June 1988 - September 1996
Skills
Investments, Asset Managment, Financial Services, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Securities, Asset Management, Investment Advisory, Bloomberg, ETFs, Equity Research, Valuation, Bonds, Equity Trading, Trading Systems, Trading, Financial Markets, Financial Advisory, Electronic Trading, Back Office, Separately Managed..., Private Equity, FINRA, Due Diligence, Financial Modeling, Structured Products, Middle Office, Corporate Actions
Education
Immaculata University 1997 — 2000
Bachelors, Business Management
Ursinus College 1991 — 1996
Associates, Business Management
Copeland Capital Management August 2009 - Present
Managers Investment Group May 2004 - November 2008
Rorer Asset Management December 1998 - May 2004
Radnor Capital Management June 1997 - December 1998
Meridian Investment Company June 1988 - September 1996
Skills
Investments, Asset Managment, Financial Services, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Securities, Asset Management, Investment Advisory, Bloomberg, ETFs, Equity Research, Valuation, Bonds, Equity Trading, Trading Systems, Trading, Financial Markets, Financial Advisory, Electronic Trading, Back Office, Separately Managed..., Private Equity, FINRA, Due Diligence, Financial Modeling, Structured Products, Middle Office, Corporate Actions
Education
Immaculata University 1997 — 2000
Bachelors, Business Management
Ursinus College 1991 — 1996
Associates, Business Management
Michael Gozzillo's Managers Investment Group Experience November 2001 - September 2008
Job SVP, Chief Compliance Officer at City National Rochdale, LLC
Industry Financial Services
Experience
City National Rochdale, LLC December 2012 - Present
TIAA-CREF September 2008 - December 2012
Managers Investment Group November 2001 - September 2008
Investment Compliance Solutions February 2000 - September 2001
Strategic Fund Services, Inc. July 1998 - February 2000
Investors Capital Services May 1995 - July 1998
Delaware Group of Funds September 1993 - September 1994
The Vanguard Group of Funds July 1984 - September 1993
Skills
Securities, Mutual Funds, Fund Accounting, Series 7, Series 6, Mutual Fund & Adviser..., Fund Administration, Series 26, Mutual Fund Board..., Service Provider..., Rule 38a-1, Rule 206(4)-7, FINRA, Asset Managment, Due Diligence, Investments, Financial Services, Asset Management, Series 63, Alternative Investments, Hedge Funds, Equities, Fixed Income, Series 24
Education
Temple University
Finance & Accounting
University of Phoenix
Bachelor of Science, Business Administration (Honors)
City National Rochdale, LLC December 2012 - Present
TIAA-CREF September 2008 - December 2012
Managers Investment Group November 2001 - September 2008
Investment Compliance Solutions February 2000 - September 2001
Strategic Fund Services, Inc. July 1998 - February 2000
Investors Capital Services May 1995 - July 1998
Delaware Group of Funds September 1993 - September 1994
The Vanguard Group of Funds July 1984 - September 1993
Skills
Securities, Mutual Funds, Fund Accounting, Series 7, Series 6, Mutual Fund & Adviser..., Fund Administration, Series 26, Mutual Fund Board..., Service Provider..., Rule 38a-1, Rule 206(4)-7, FINRA, Asset Managment, Due Diligence, Investments, Financial Services, Asset Management, Series 63, Alternative Investments, Hedge Funds, Equities, Fixed Income, Series 24
Education
Temple University
Finance & Accounting
University of Phoenix
Bachelor of Science, Business Administration (Honors)
Daniel Solis-Cohen's Managers Investment Group Experience 1996 - 2006
Job Performance Reporting at JANNEY MONTGOMERY SCOTT
Industry Financial Services
Experience
JANNEY MONTGOMERY SCOTT 2007 - Present
Managers Investment Group 1996 - 2006
NCAA 2000 - 2001
Skills
FINRA, Series 7, Retirement Planning, Securities, Strategic Planning, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investments, Equities, Hedge Funds, Leadership, Separately Managed..., Investment Advisory, Microsoft Office, Asset Management, Process Improvement, ETFs, Fixed Annuities, Retirement, Portfolio Management, Customer Service, Financial Advisory, Management, Insurance, Alternative Investments, Investment Strategies, Financial Services, Estate Planning, Fixed Income, Series 24, Capital Markets, Strategic Financial..., Financial Planning
Education
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Marketing
Saint Joseph's University
Master of Business Administration (MBA), Finance, General
JANNEY MONTGOMERY SCOTT 2007 - Present
Managers Investment Group 1996 - 2006
NCAA 2000 - 2001
Skills
FINRA, Series 7, Retirement Planning, Securities, Strategic Planning, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investments, Equities, Hedge Funds, Leadership, Separately Managed..., Investment Advisory, Microsoft Office, Asset Management, Process Improvement, ETFs, Fixed Annuities, Retirement, Portfolio Management, Customer Service, Financial Advisory, Management, Insurance, Alternative Investments, Investment Strategies, Financial Services, Estate Planning, Fixed Income, Series 24, Capital Markets, Strategic Financial..., Financial Planning
Education
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Marketing
Saint Joseph's University
Master of Business Administration (MBA), Finance, General
Cheryl McCarthy's Managers Investment Group Experience December 2001 - June 2007
Job Managing Director at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management December 2012 - Present
Commonfund September 2010 - November 2012
Commonfund July 2008 - August 2010
Dunham & Associates February 2008 - July 2008
Managers Investment Group December 2001 - June 2007
Managers Investment Group March 2000 - December 2001
Education
The University of Connecticut School of Business 1996 — 1999
MBA, Finance
Third Avenue Management December 2012 - Present
Commonfund September 2010 - November 2012
Commonfund July 2008 - August 2010
Dunham & Associates February 2008 - July 2008
Managers Investment Group December 2001 - June 2007
Managers Investment Group March 2000 - December 2001
Education
The University of Connecticut School of Business 1996 — 1999
MBA, Finance
Diana Steers's Managers Investment Group Experience April 2010 - July 2011
Job Investment Banking Professional
Industry Banking
Experience
Managers Investment Group April 2010 - July 2011
Citi/Smith Barney August 2007 - January 2009
RMR Residential Property Management, Inc. August 2005 - August 2007
Skills
Equities, Investment Banking, Investments, Administrative Assistant, Property Management, Series 7, Financial Analysis, Mutual Funds, Hedge Funds, Administrative..., Interviews, Securities, Series 63, Retirement Planning, Sales, Asset Management, Portfolio Management, Employee Relations, Estate Planning, Business Development
Education
Manhattanville College 1975 — 1979
BA, Psychology
Managers Investment Group April 2010 - July 2011
Citi/Smith Barney August 2007 - January 2009
RMR Residential Property Management, Inc. August 2005 - August 2007
Skills
Equities, Investment Banking, Investments, Administrative Assistant, Property Management, Series 7, Financial Analysis, Mutual Funds, Hedge Funds, Administrative..., Interviews, Securities, Series 63, Retirement Planning, Sales, Asset Management, Portfolio Management, Employee Relations, Estate Planning, Business Development
Education
Manhattanville College 1975 — 1979
BA, Psychology
Carol Orendac's Managers Investment Group Experience January 2000 - February 2006
Job CPA, Experienced Financial Services Professional
Industry Financial Services
Experience
Managers Investment Group January 2000 - February 2006
Managers Investment Group August 1997 - December 1999
Reliance Insurance 1994 - 1997
Mercantile Bank 1990 - 1994
Ernst & Young 1988 - 1990
Education
University of Georgia - Terry College of Business 1984 — 1988
BS, Accounting
Managers Investment Group January 2000 - February 2006
Managers Investment Group August 1997 - December 1999
Reliance Insurance 1994 - 1997
Mercantile Bank 1990 - 1994
Ernst & Young 1988 - 1990
Education
University of Georgia - Terry College of Business 1984 — 1988
BS, Accounting
Michael Morris, CISA's Managers Investment Group Experience July 2004 - December 2005
Job Manager, IT Audit Services at BristolMyers Squibb
Industry Information Technology and Services
Experience
Bristol-Myers Squibb October 2014 - Present
Bristol-Myers Squibb February 2014 - October 2014
Odessa Technologies, Inc. April 2013 - February 2014
Bristol-Myers Squibb April 2010 - April 2013
Deloitte & Touche January 2006 - April 2010
Managers Investment Group July 2004 - December 2005
Education
Penn State University 2000 — 2004
BS, Information Sciences and Technology
Bristol-Myers Squibb October 2014 - Present
Bristol-Myers Squibb February 2014 - October 2014
Odessa Technologies, Inc. April 2013 - February 2014
Bristol-Myers Squibb April 2010 - April 2013
Deloitte & Touche January 2006 - April 2010
Managers Investment Group July 2004 - December 2005
Education
Penn State University 2000 — 2004
BS, Information Sciences and Technology
Steven Pires's Managers Investment Group Experience October 2004 - July 2008
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
BNY Mellon January 2014 - Present
Brookfield Investment Management Inc. July 2008 - December 2013
Managers Investment Group October 2004 - July 2008
Weiss Peck & Greer 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1999
Skills
Equities, Mutual Funds, Funding, Hedge Funds, Securities, Financial Reporting, Fixed Income, Bloomberg, Alternative Investments, Risk Management, Microsoft Excel, Asset Management, Investments, Series 7, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Derivatives, Financial Services
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
Executive MSF, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
Accounting
Providence College 1974 — 1978
BA
Joseph Tramazzo's Managers Investment Group Experience September 2003 - February 2007
Job Managing Director Client Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2007 - Present
J.P. Morgan 2007 - 2014
Managers Investment Group September 2003 - February 2007
AllianceBernstein 1999 - 2003
Mentor Investment Group November 1998 - July 1999
Mainstay Asset Management 1996 - 1998
Skills
Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equities, Estate Planning, Fixed Income, Investments, Mergers, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
BA, Finance and marketing
St. Thomas Aquinas High
J.P. Morgan Asset Management February 2007 - Present
J.P. Morgan 2007 - 2014
Managers Investment Group September 2003 - February 2007
AllianceBernstein 1999 - 2003
Mentor Investment Group November 1998 - July 1999
Mainstay Asset Management 1996 - 1998
Skills
Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equities, Estate Planning, Fixed Income, Investments, Mergers, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
BA, Finance and marketing
St. Thomas Aquinas High
Tabitha Parker's Managers Investment Group Experience March 2007 - November 2008
Job
Industry Entertainment
Experience
Hurst-Euless-Bedford I.S.D November 2013 - September 2014
Groupon November 2010 - June 2013
Environmental Systems Design, Inc. November 2009 - September 2010
Northbridge Staffing & The Opportunities Group December 2008 - February 2010
Managers Investment Group March 2007 - November 2008
Skills
Editing, Marketing, Creative Writing, Customer Service, Public Speaking, Social Media, PowerPoint, Time Management, Copywriting, Social Media Marketing, Microsoft Office, Payroll, Team Motivation, Office Management, Blogging, Online Marketing, Facebook, Salesforce.com, Microsoft Excel, Management, Social Networking, Human Resources, Training, Outlook, Customer Escalation..., Organization, Administrative..., Cisco Call Manager, QuickBooks, Online Advertising, Spreadsheets, Mac OS X Server, Zendesk, Event Planning, Receptionist Duties, Gmail, Department Budgeting, Hiring Employees, Team Management, Google Docs, Quality Auditing, Budgets, Data Entry, E-commerce, Recruiting, Directing, Mac, Interviews, Improvisational Comedy, Acting
Education
The Second City Conservatory 2006 — 2010
Improv/Comedy/Sketch
Tarrant County College 2002 — 2004
Theater, English
Hurst-Euless-Bedford I.S.D November 2013 - September 2014
Groupon November 2010 - June 2013
Environmental Systems Design, Inc. November 2009 - September 2010
Northbridge Staffing & The Opportunities Group December 2008 - February 2010
Managers Investment Group March 2007 - November 2008
Skills
Editing, Marketing, Creative Writing, Customer Service, Public Speaking, Social Media, PowerPoint, Time Management, Copywriting, Social Media Marketing, Microsoft Office, Payroll, Team Motivation, Office Management, Blogging, Online Marketing, Facebook, Salesforce.com, Microsoft Excel, Management, Social Networking, Human Resources, Training, Outlook, Customer Escalation..., Organization, Administrative..., Cisco Call Manager, QuickBooks, Online Advertising, Spreadsheets, Mac OS X Server, Zendesk, Event Planning, Receptionist Duties, Gmail, Department Budgeting, Hiring Employees, Team Management, Google Docs, Quality Auditing, Budgets, Data Entry, E-commerce, Recruiting, Directing, Mac, Interviews, Improvisational Comedy, Acting
Education
The Second City Conservatory 2006 — 2010
Improv/Comedy/Sketch
Tarrant County College 2002 — 2004
Theater, English
Christopher Unis's Managers Investment Group Experience October 2003 - August 2009
Job Regional Vice President/Wirehouse Division at Invesco
Industry Financial Services
Experience
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
Invesco March 2013 - Present
Pioneer Investments August 2009 - March 2013
Managers Investment Group October 2003 - August 2009
John A. Levin & Co. June 2002 - March 2003
Lord Abbett May 2000 - June 2002
Skills
Series 7, Alternative Investments, Mutual Funds, Retirement Planning, Separately Managed..., Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Wealth Management
Education
Trinity College-Hartford 1996 — 2000
B.A., Political Science
Scarsdale High School 1992 — 1996
HS Diploma
Jeffrey Seeley's Managers Investment Group Experience December 2011 - April 2014
Job Head of Financial Intermediaries Group
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Managers Investment Group December 2011 - April 2014
Managers Investment Group January 2010 - April 2014
Managers Investment Group November 2008 - December 2011
Managers Investment Group January 2005 - November 2008
The Burridge Group - Portfolio Services Group April 1999 - January 2005
Skills
Management, Business Development, Strategy, Financial Services, Mutual Funds, Investments, Sales
Education
West Virginia University 1998 — 2001
BA, Liberal Arts
Drexel University 1995 — 1997
MBA, Finance & Accounting
AMG Funds April 2014 - Present
Managers Investment Group December 2011 - April 2014
Managers Investment Group January 2010 - April 2014
Managers Investment Group November 2008 - December 2011
Managers Investment Group January 2005 - November 2008
The Burridge Group - Portfolio Services Group April 1999 - January 2005
Skills
Management, Business Development, Strategy, Financial Services, Mutual Funds, Investments, Sales
Education
West Virginia University 1998 — 2001
BA, Liberal Arts
Drexel University 1995 — 1997
MBA, Finance & Accounting
Kevin Costantino's Managers Investment Group Experience 2003 - 2010
Job
Industry Financial Services
Experience
UPS 2011 - Present
Managers Investment Group 2003 - 2010
Boston Financial Data Services 2000 - 2003
Education
Boston University Questrom School of Business
Northeastern University
BS, Finance/Management
UPS 2011 - Present
Managers Investment Group 2003 - 2010
Boston Financial Data Services 2000 - 2003
Education
Boston University Questrom School of Business
Northeastern University
BS, Finance/Management
David Kurzweil's Managers Investment Group Experience August 2008 - January 2011
Job Vice President and Chief Compliance Officer at Sun Capital Partners
Industry Venture Capital & Private Equity
Experience
Sun Capital Partners February 2011 - Present
Managers Investment Group August 2008 - January 2011
Lazard Asset Management 2003 - 2008
K&L Gates 1999 - 2003
Skills
Private Equity, Investment Management, Asset Management, Alternative Investments, Hedge Funds, Venture Capital, Private Placements, Investments, Valuation, Securities, Portfolio Management, Equities, Mergers
Education
University of Richmond School of Law 1996 — 1999
The College of William and Mary 1992 — 1996
Cherry Hill East 1989 — 1992
High School
Sun Capital Partners February 2011 - Present
Managers Investment Group August 2008 - January 2011
Lazard Asset Management 2003 - 2008
K&L Gates 1999 - 2003
Skills
Private Equity, Investment Management, Asset Management, Alternative Investments, Hedge Funds, Venture Capital, Private Placements, Investments, Valuation, Securities, Portfolio Management, Equities, Mergers
Education
University of Richmond School of Law 1996 — 1999
The College of William and Mary 1992 — 1996
Cherry Hill East 1989 — 1992
High School
Phoebe Abotsi's Managers Investment Group Experience January 2003 - January 2008
Job SNR CHARITABLE REMAINDER SPECIALIST at American Bible Society
Industry Nonprofit Organization Management
Experience
American Bible Society 2009 - Present
PFPC January 2008 - 2009
Manager’s Investment Group January 2003 - January 2008
Delaware Investments 1997 - 2003
Education
Temple University 1993 — 1997
Bachelor's degree, Accounting and Finance
American Bible Society 2009 - Present
PFPC January 2008 - 2009
Manager’s Investment Group January 2003 - January 2008
Delaware Investments 1997 - 2003
Education
Temple University 1993 — 1997
Bachelor's degree, Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY