Marathon Asset Management
Industry: Investment management company
DescriptionMarathon Asset Management, LP is an investment manager focused on opportunistic investing in credit and fixed income markets globally. Founded: 1998 Headquarters: New York City, NY Number of employees: 150 Type of business: Private Founders: Jeremy Hosking, Louis Hanover, Bruce Richards Subsidiaries: Waterford Shopping Centre Management Limited, Marathon Asset Management Singapore Pte Ltd
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Marathon Asset Management Employees
Employee
Years
Job
Industry
Amy Lanza Amy Lanza's Marathon Asset Management Experience November 2011 - April 2013
Job Administrative Assistant | College of Professional Studies | Capella University
Industry Education Management
Experience
Capella University April 2014 - Present
HomeServices Insurance May 2013 - April 2014
Marathon Asset Management November 2011 - April 2013
GEPIK Center for Global Education August 2009 - August 2011
University of Wisconsin-Madison September 2006 - May 2009
Skills
Italian, Korean, Spanish, International Education, Cultural Awareness, Human Rights, Receptionist Duties, Administrative Office..., Administrative..., Microsoft Office, Data Entry, Leadership, Editing, Nonprofits, Training, Microsoft Excel, Event Planning, Public Speaking
Education
University of Wisconsin-Madison 2006 — 2009
Bachelor of Arts, Political Science, International Studies
University of Minnesota-Twin Cities 2005 — 2006
Global Studies
Capella University April 2014 - Present
HomeServices Insurance May 2013 - April 2014
Marathon Asset Management November 2011 - April 2013
GEPIK Center for Global Education August 2009 - August 2011
University of Wisconsin-Madison September 2006 - May 2009
Skills
Italian, Korean, Spanish, International Education, Cultural Awareness, Human Rights, Receptionist Duties, Administrative Office..., Administrative..., Microsoft Office, Data Entry, Leadership, Editing, Nonprofits, Training, Microsoft Excel, Event Planning, Public Speaking
Education
University of Wisconsin-Madison 2006 — 2009
Bachelor of Arts, Political Science, International Studies
University of Minnesota-Twin Cities 2005 — 2006
Global Studies
Denis Stankovski, PMP/CSM Denis Stankovski, PMP/CSM's Marathon Asset Management Experience March 2003 - September 2003
Job Senior Software Engineer at Microsoft
Industry Computer Software
Experience
Microsoft December 2011 - Present
RDA Corporation September 2011 - December 2011
Booz Allen Hamilton July 2006 - September 2011
Greystone September 2003 - July 2006
Marathon Asset Management March 2003 - September 2003
Goldman, Sachs & Co. June 2001 - August 2001
Skills
Certified Scrum Master..., .NET, Agile, PMP, Scrum, C#, Team Leadership, Process Improvement, Application Design, Agile Methodologies, Software Design, Software Development, SDLC, ASP.NET, Microsoft SQL Server, Web Services, Software Engineering, JavaScript, VB.NET, MySQL, XML, C++, Integration, Test Driven Development, Enterprise Architecture
Education
Stanford University 2012 — 2012
Independent Courses, Computer Software Engineering
The Johns Hopkins University 2007 — 2009
MS, Computer Science
Fairleigh Dickinson University 1999 — 2003
BS, Finance
Microsoft December 2011 - Present
RDA Corporation September 2011 - December 2011
Booz Allen Hamilton July 2006 - September 2011
Greystone September 2003 - July 2006
Marathon Asset Management March 2003 - September 2003
Goldman, Sachs & Co. June 2001 - August 2001
Skills
Certified Scrum Master..., .NET, Agile, PMP, Scrum, C#, Team Leadership, Process Improvement, Application Design, Agile Methodologies, Software Design, Software Development, SDLC, ASP.NET, Microsoft SQL Server, Web Services, Software Engineering, JavaScript, VB.NET, MySQL, XML, C++, Integration, Test Driven Development, Enterprise Architecture
Education
Stanford University 2012 — 2012
Independent Courses, Computer Software Engineering
The Johns Hopkins University 2007 — 2009
MS, Computer Science
Fairleigh Dickinson University 1999 — 2003
BS, Finance
Rudy Orman Rudy Orman's Marathon Asset Management Experience February 2008 - May 2010
Job Managing Director at Carrington Holding Company
Industry Capital Markets
Experience
Carrington Holding Company, LLC December 2014 - Present
Residential Credit Solutions, Inc May 2010 - October 2014
Marathon Asset Management February 2008 - May 2010
Goldman Sachs August 2003 - February 2008
Countrywide Financial Corporation August 2002 - August 2003
HSBC August 1993 - August 2002
ITT Consumer Finance Corporation June 1992 - July 1993
The Associates March 1991 - May 1992
Citibank March 1989 - March 1991
The Florida Group August 1986 - March 1989
Skills
Mortgage Servicing, Portfolio Management, Credit, Structured Finance, MBS, Private Equity, Mortgage Banking, Loans, Residential Mortgages, Real Estate, Mortgage Lending, Banking, Real Estate Economics, Investments, Financial Structuring, Series 7, Securities, Capital Markets, Business Development, Derivatives, Fixed Income, Asset, Leadership, Hedge Funds, Underwriting, Funding, Finance, Loan Servicing, Loan Origination, CRM, Management, Series 63, Trading, Securitization, Strategy, Credit Risk, Commercial Real Estate, Executive Management, Bonds, Financial Services, Risk Management, FHA, Asset Managment, Alternative Investments, Valuation, REO, Credit Analysis, Venture Capital, Investment Properties, Emerging Markets
Education
Florida Metropolitan University 1989 — 1991
MBA, Masters Business Administration
University of Florida 1982 — 1986
BSBA, Management / Finance
Seminole High School 1979 — 1982
Carrington Holding Company, LLC December 2014 - Present
Residential Credit Solutions, Inc May 2010 - October 2014
Marathon Asset Management February 2008 - May 2010
Goldman Sachs August 2003 - February 2008
Countrywide Financial Corporation August 2002 - August 2003
HSBC August 1993 - August 2002
ITT Consumer Finance Corporation June 1992 - July 1993
The Associates March 1991 - May 1992
Citibank March 1989 - March 1991
The Florida Group August 1986 - March 1989
Skills
Mortgage Servicing, Portfolio Management, Credit, Structured Finance, MBS, Private Equity, Mortgage Banking, Loans, Residential Mortgages, Real Estate, Mortgage Lending, Banking, Real Estate Economics, Investments, Financial Structuring, Series 7, Securities, Capital Markets, Business Development, Derivatives, Fixed Income, Asset, Leadership, Hedge Funds, Underwriting, Funding, Finance, Loan Servicing, Loan Origination, CRM, Management, Series 63, Trading, Securitization, Strategy, Credit Risk, Commercial Real Estate, Executive Management, Bonds, Financial Services, Risk Management, FHA, Asset Managment, Alternative Investments, Valuation, REO, Credit Analysis, Venture Capital, Investment Properties, Emerging Markets
Education
Florida Metropolitan University 1989 — 1991
MBA, Masters Business Administration
University of Florida 1982 — 1986
BSBA, Management / Finance
Seminole High School 1979 — 1982
Fifield Whitman Fifield Whitman's Marathon Asset Management Experience March 2004 - December 2005
Job Chief Investment Officer at John Locke Capital Management, LP
Industry Investment Management
Experience
John Locke Capital Management, LP January 2006 - Present
Marathon Asset Management March 2004 - December 2005
Credit Suisse Asset Management June 1998 - August 2005
Education
Columbia University - Columbia Business School 1995 — 2007
MBA - Honors
Columbia University - School of International and Public Affairs 1996 — 1997
MIA - Honors, Infinternaitona Finance
Williams College 1988 — 1992
BA, Asian Studies
Taft School 1985 — 1988
John Locke Capital Management, LP January 2006 - Present
Marathon Asset Management March 2004 - December 2005
Credit Suisse Asset Management June 1998 - August 2005
Education
Columbia University - Columbia Business School 1995 — 2007
MBA - Honors
Columbia University - School of International and Public Affairs 1996 — 1997
MIA - Honors, Infinternaitona Finance
Williams College 1988 — 1992
BA, Asian Studies
Taft School 1985 — 1988
Alexandra Acerra Alexandra Acerra's Marathon Asset Management Experience May 2013 - Present
Job Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management May 2013 - Present
Manuel Racim October 2012 - April 2013
Flaunt Model Management January 2011 - April 2013
Event Model Group January 2011 - April 2013
Trump Soho Hotel March 2010 - 2010
Scott H. Mason, Esq. 2008 - 2010
Solow Management Corp. December 2006 - 2007
All American Mortgage Company September 2004 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Sales, Fashion, Hospitality, Facebook, Administrative..., Styling, Hotels, Photo Shoots, Event Management, Photography, Social Networking, Administrative..., Social Media
Education
Fashion Institute of Technology 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Fashion Merchandising Management
Nassau Community College 1998 — 2000
Associate of Science (A.S.), Fashion Merchandising
Marathon Asset Management May 2013 - Present
Manuel Racim October 2012 - April 2013
Flaunt Model Management January 2011 - April 2013
Event Model Group January 2011 - April 2013
Trump Soho Hotel March 2010 - 2010
Scott H. Mason, Esq. 2008 - 2010
Solow Management Corp. December 2006 - 2007
All American Mortgage Company September 2004 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Sales, Fashion, Hospitality, Facebook, Administrative..., Styling, Hotels, Photo Shoots, Event Management, Photography, Social Networking, Administrative..., Social Media
Education
Fashion Institute of Technology 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Fashion Merchandising Management
Nassau Community College 1998 — 2000
Associate of Science (A.S.), Fashion Merchandising
Jason Eidelstein Jason Eidelstein's Marathon Asset Management Experience December 2013 - Present
Job Vice President at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management December 2013 - Present
Marathon Asset Management April 2013 - December 2013
Marathon Asset Management May 2007 - April 2013
Skills
Debt Restructuring, P&L reconciliation, Settlement, Loans, Loans Administration, Cash Management, Account Reconciliation, International..., Swap, Total Return Swaps, Microsoft Excel, Euroclear, DTC, NAV, Estimates, Ebay Sales, Online Auctions, Supermarkets, Accounting, Bonds, Bookkeeping
Education
University of Rhode Island 2003 — 2007
BS, Finance
Marathon Asset Management December 2013 - Present
Marathon Asset Management April 2013 - December 2013
Marathon Asset Management May 2007 - April 2013
Skills
Debt Restructuring, P&L reconciliation, Settlement, Loans, Loans Administration, Cash Management, Account Reconciliation, International..., Swap, Total Return Swaps, Microsoft Excel, Euroclear, DTC, NAV, Estimates, Ebay Sales, Online Auctions, Supermarkets, Accounting, Bonds, Bookkeeping
Education
University of Rhode Island 2003 — 2007
BS, Finance
Andrea Ramos, CPA Andrea Ramos, CPA's Marathon Asset Management Experience August 2015 - Present
Job Vice President at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2015 - Present
KPMG US October 2012 - July 2015
Florida State Board of Administration September 2011 - April 2012
KPMG June 2011 - August 2011
United Way - IRS January 2011 - April 2011
Florida State University October 2008 - April 2011
Skills
Lean Six Sigma, Tax, Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, CPA, Tax Preparation, Financial Reporting, Corporate Tax, PowerPoint, Income Tax, Tax Research, Economics, Auditing, Tax Accounting, Internal Controls, Financial Modeling, Finance, Financial Statements, Big 4, Outlook, GAAP
Education
Florida State University 2007 — 2012
B.S. and Masters, Accounting
Marathon Asset Management August 2015 - Present
KPMG US October 2012 - July 2015
Florida State Board of Administration September 2011 - April 2012
KPMG June 2011 - August 2011
United Way - IRS January 2011 - April 2011
Florida State University October 2008 - April 2011
Skills
Lean Six Sigma, Tax, Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, CPA, Tax Preparation, Financial Reporting, Corporate Tax, PowerPoint, Income Tax, Tax Research, Economics, Auditing, Tax Accounting, Internal Controls, Financial Modeling, Finance, Financial Statements, Big 4, Outlook, GAAP
Education
Florida State University 2007 — 2012
B.S. and Masters, Accounting
Charlie Howe's Marathon Asset Management Experience June 2013 - June 2014
Job Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2014 - Present
Marathon Asset Management June 2013 - June 2014
Boston College September 2009 - June 2013
Fidelity Investments June 2012 - August 2012
Skills
Economics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), International Economics
JPMorgan Chase June 2014 - Present
Marathon Asset Management June 2013 - June 2014
Boston College September 2009 - June 2013
Fidelity Investments June 2012 - August 2012
Skills
Economics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), International Economics
Evan Bedil Evan Bedil's Marathon Asset Management Experience 2005 - 2008
Job Healthcare Investor
Industry Biotechnology
Experience
Houghton Healthcare Holdings, Inc. September 2011 - Present
PDL BioPharma October 2011 - May 2015
Defined Health 2010 - 2011
Moulton Point Capital LLC 2009 - 2009
Marathon Asset Management 2005 - 2008
Morgan Stanley 2003 - 2005
Investec 2000 - 2001
Skills
Equities, Mergers, Biotechnology, Structured Finance, Leveraged Finance, Non-dilutive Financing, Medical Technology, Business Development, Negotiation, Deal Origination, Deal Execution, Medical Devices, Due Diligence, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of the Witwatersrand, Medical School 1993 — 1999
MBBCH (MD)
King David High School, Linksfield
Houghton Healthcare Holdings, Inc. September 2011 - Present
PDL BioPharma October 2011 - May 2015
Defined Health 2010 - 2011
Moulton Point Capital LLC 2009 - 2009
Marathon Asset Management 2005 - 2008
Morgan Stanley 2003 - 2005
Investec 2000 - 2001
Skills
Equities, Mergers, Biotechnology, Structured Finance, Leveraged Finance, Non-dilutive Financing, Medical Technology, Business Development, Negotiation, Deal Origination, Deal Execution, Medical Devices, Due Diligence, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of the Witwatersrand, Medical School 1993 — 1999
MBBCH (MD)
King David High School, Linksfield
Matt Herman Matt Herman's Marathon Asset Management Experience June 2010 - August 2010
Job Student at Syracuse University Whitman School of Management
Industry Entertainment
Experience
HBO June 2015 - August 2015
Gittleson & Associates May 2014 - August 2014
Legendary Entertainment July 2012 - August 2012
AOL July 2011 - August 2011
Universal Pictures June 2011 - July 2011
Marathon Asset Management June 2010 - August 2010
Skills
Feature Films, Microsoft Office, Independent Film, Research, PowerPoint, Microsoft Excel, Microsoft Word, Television Studio..., Public Speaking, Film Production, Film Editing, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Bachelor of Science (B.S.), Double Major: Finance and Entrepreneurship & Emerging Enterprises
Great Neck South High School 2009 — 2013
High School Diploma
HBO June 2015 - August 2015
Gittleson & Associates May 2014 - August 2014
Legendary Entertainment July 2012 - August 2012
AOL July 2011 - August 2011
Universal Pictures June 2011 - July 2011
Marathon Asset Management June 2010 - August 2010
Skills
Feature Films, Microsoft Office, Independent Film, Research, PowerPoint, Microsoft Excel, Microsoft Word, Television Studio..., Public Speaking, Film Production, Film Editing, Financial Modeling
Education
Syracuse University - Martin J. Whitman School of Management 2013 — 2017
Bachelor of Science (B.S.), Double Major: Finance and Entrepreneurship & Emerging Enterprises
Great Neck South High School 2009 — 2013
High School Diploma
Morgan Wolfe's Marathon Asset Management Experience June 2013 - June 2013
Job Marketing and Sales Officer at Crunchbutton
Industry Consumer Goods
Experience
The New Orleans Mini Maker Faire November 2014 - March 2015
Crunchbutton January 2014 - June 2014
The Amistad Research Center January 2014 - May 2014
Marathon Asset Management June 2013 - June 2013
The Latin American Library at Tulane University May 2012 - June 2012
Merisel Graphic Solutions May 2011 - August 2011
Sound Beach Partners June 2010 - August 2010
Skills
WordPress, PowerPoint, HootSuite, Microsoft Word, Microsoft Excel, Spanish, Facebook, Event Planning, Leadership, Social Media, Editing, Nonprofits, Adobe Photoshop CS3, Vermont Systems RecTrac
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
The New Orleans Mini Maker Faire November 2014 - March 2015
Crunchbutton January 2014 - June 2014
The Amistad Research Center January 2014 - May 2014
Marathon Asset Management June 2013 - June 2013
The Latin American Library at Tulane University May 2012 - June 2012
Merisel Graphic Solutions May 2011 - August 2011
Sound Beach Partners June 2010 - August 2010
Skills
WordPress, PowerPoint, HootSuite, Microsoft Word, Microsoft Excel, Spanish, Facebook, Event Planning, Leadership, Social Media, Editing, Nonprofits, Adobe Photoshop CS3, Vermont Systems RecTrac
Education
Tulane University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Arthur Bersamin Arthur Bersamin's Marathon Asset Management Experience January 2005 - January 2006
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
John Locke Capital Management March 2006 - July 2012
Marathon Asset Management January 2005 - January 2006
Marathon Asset Management October 2003 - December 2004
Skills
Investment Management, Hedge Funds, Emerging Markets - Asia, Trade Execution, Analysis - China..., Back Office / Operations, Middle Office, Bloomberg, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, RediPlus, UBS Pinpoint, Trading Desk Support, Trading, Financial Services, Fixed Income, Alternative Investments, Securities, Financial Analysis, Financial Modeling
Education
Columbia Business School 2010 — 2012
MBA
Binghamton University - School of Management 1999 — 2003
Bachelor of Science (BS), Management: Finance and MIS
Binghamton University
Morgan Stanley December 2013 - Present
John Locke Capital Management March 2006 - July 2012
Marathon Asset Management January 2005 - January 2006
Marathon Asset Management October 2003 - December 2004
Skills
Investment Management, Hedge Funds, Emerging Markets - Asia, Trade Execution, Analysis - China..., Back Office / Operations, Middle Office, Bloomberg, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, RediPlus, UBS Pinpoint, Trading Desk Support, Trading, Financial Services, Fixed Income, Alternative Investments, Securities, Financial Analysis, Financial Modeling
Education
Columbia Business School 2010 — 2012
MBA
Binghamton University - School of Management 1999 — 2003
Bachelor of Science (BS), Management: Finance and MIS
Binghamton University
Hali Ganbold's Marathon Asset Management Experience September 2008 - December 2012
Job Director, Market Strategy at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Voya Financial November 2013 - June 2015
Salient Partners January 2013 - September 2013
Marathon Asset Management September 2008 - December 2012
Marathon Asset Management September 2008 - April 2011
Lehman Brothers July 2007 - September 2008
Harvard University July 2006 - July 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Graduate Level Accounting and Finance Courses
Tufts University 2002 — 2006
B.A.
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Voya Financial July 2015 - Present
Voya Financial November 2013 - June 2015
Salient Partners January 2013 - September 2013
Marathon Asset Management September 2008 - December 2012
Marathon Asset Management September 2008 - April 2011
Lehman Brothers July 2007 - September 2008
Harvard University July 2006 - July 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Graduate Level Accounting and Finance Courses
Tufts University 2002 — 2006
B.A.
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Brian Yuen Brian Yuen's Marathon Asset Management Experience July 2010 - January 2012
Job Fir Tree Partners
Industry Investment Management
Experience
Fir Tree Partners January 2012 - Present
Marathon Asset Management July 2010 - January 2012
Credit Suisse August 2007 - June 2010
Deutsche Bank Securities December 2006 - August 2007
Deloitte June 2006 - November 2006
Skills
Private Equity, Investments, Investment Banking, Hedge Funds, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Residential Mortgages
Education
Rutgers University-New Brunswick 2002 — 2006
BSc, Accounting
Fir Tree Partners January 2012 - Present
Marathon Asset Management July 2010 - January 2012
Credit Suisse August 2007 - June 2010
Deutsche Bank Securities December 2006 - August 2007
Deloitte June 2006 - November 2006
Skills
Private Equity, Investments, Investment Banking, Hedge Funds, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Residential Mortgages
Education
Rutgers University-New Brunswick 2002 — 2006
BSc, Accounting
Shargun Ganesh Shargun Ganesh's Marathon Asset Management Experience October 2012 - December 2012
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Capco January 2013 - April 2014
Marathon Asset Management October 2012 - December 2012
Marathon Asset Management July 2012 - August 2012
UBS January 2012 - May 2012
eClerx August 2008 - August 2011
Skills
Reporting & Analysis, Expense Management, Team Management, Re-engineering, Operational Excellence, Quality Management, Business Intelligence, New Business Development, Business Objects, Essbase, MS Office Suite, Change Management, Derivatives, Transition Management, Business Strategy, Consulting, Financial Analysis, Asset Management, Microsoft Office, CRM, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
University of Pune
Bachelors in Engineering, Computer Science
Bank of America Merrill Lynch April 2014 - Present
Capco January 2013 - April 2014
Marathon Asset Management October 2012 - December 2012
Marathon Asset Management July 2012 - August 2012
UBS January 2012 - May 2012
eClerx August 2008 - August 2011
Skills
Reporting & Analysis, Expense Management, Team Management, Re-engineering, Operational Excellence, Quality Management, Business Intelligence, New Business Development, Business Objects, Essbase, MS Office Suite, Change Management, Derivatives, Transition Management, Business Strategy, Consulting, Financial Analysis, Asset Management, Microsoft Office, CRM, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
University of Pune
Bachelors in Engineering, Computer Science
Mario Caicedo's Marathon Asset Management Experience September 2005 - January 2013
Job Investment Analyst
Industry Investment Management
Experience
Hildene Leveraged Credit January 2013 - July 2014
Marathon Asset Management September 2005 - January 2013
HVB Group 2004 - 2005
Indosuez Capital 2002 - 2004
Bank of America 2000 - 2002
Skills
Capital Markets, Hedge Funds, Valuation, Fixed Income
Education
University of Florida 1996 — 2000
B.S. Finance
Hildene Leveraged Credit January 2013 - July 2014
Marathon Asset Management September 2005 - January 2013
HVB Group 2004 - 2005
Indosuez Capital 2002 - 2004
Bank of America 2000 - 2002
Skills
Capital Markets, Hedge Funds, Valuation, Fixed Income
Education
University of Florida 1996 — 2000
B.S. Finance
Christophe Jammet's Marathon Asset Management Experience February 2007 - March 2010
Job Digital Strategist
Industry Marketing and Advertising
Experience
Discover Digital Group May 2010 - Present
Café Integral November 2014 - Present
Sparkify January 2010 - Present
Marathon Asset Management February 2007 - March 2010
JPMorgan Chase September 2005 - February 2007
Skills
Digital Strategy, Digital Marketing, Social Media, Social Networking, Influencer Marketing, Agile Methodologies, Scrum, Blogging, Facebook, Social Media Marketing, Web Marketing, Content Strategy, Entrepreneurship, Online Marketing, Social Media Measurement, Web Design, Public Relations, OmniGraffle, WordPress, Website Development, Brand Management, Microsoft Excel, PowerPoint, Adobe Creative Suite, Photoshop, Web Analytics, HTML, Google Analytics, Mobile Marketing, Photography, Digital Photography, SEO, Advertising, Flickr, French, Twitter, Microsoft Office, English, Dreamweaver, Email Marketing, Digital Influence, Copywriting, Digital Media, New Media, Microsoft Word, Food Photography, Social Influence, Tumblr, Google Apps, Klout
Education
Tulane University 2001 — 2005
BSM, Finance
Discover Digital Group May 2010 - Present
Café Integral November 2014 - Present
Sparkify January 2010 - Present
Marathon Asset Management February 2007 - March 2010
JPMorgan Chase September 2005 - February 2007
Skills
Digital Strategy, Digital Marketing, Social Media, Social Networking, Influencer Marketing, Agile Methodologies, Scrum, Blogging, Facebook, Social Media Marketing, Web Marketing, Content Strategy, Entrepreneurship, Online Marketing, Social Media Measurement, Web Design, Public Relations, OmniGraffle, WordPress, Website Development, Brand Management, Microsoft Excel, PowerPoint, Adobe Creative Suite, Photoshop, Web Analytics, HTML, Google Analytics, Mobile Marketing, Photography, Digital Photography, SEO, Advertising, Flickr, French, Twitter, Microsoft Office, English, Dreamweaver, Email Marketing, Digital Influence, Copywriting, Digital Media, New Media, Microsoft Word, Food Photography, Social Influence, Tumblr, Google Apps, Klout
Education
Tulane University 2001 — 2005
BSM, Finance
Simon Aldrich Simon Aldrich's Marathon Asset Management Experience April 2013 - Present
Job Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management April 2013 - Present
Natixis North America March 1997 - October 2012
Bayview Financial 1994 - 1997
Skills
Mortgage Servicing..., Trading, Structured Finance, Management, Real Estate, Mortgage Lending
Education
Ithaca College 1974 — 1978
Marathon Asset Management April 2013 - Present
Natixis North America March 1997 - October 2012
Bayview Financial 1994 - 1997
Skills
Mortgage Servicing..., Trading, Structured Finance, Management, Real Estate, Mortgage Lending
Education
Ithaca College 1974 — 1978
Lucas Albert's Marathon Asset Management Experience September 2013 - April 2015
Job Marketing Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2015 - Present
Marathon Asset Management September 2013 - April 2015
QVT Financial LP June 2012 - August 2012
Capstone Investment Advisors December 2011 - January 2012
Pride Hockey Skating Camp for Autistic Children August 2008 - May 2011
Skills
Microsoft Excel, Research, Team Leadership, Business Valuation, Data Analysis, Presentations, Strategy, Communication Skills, Report Writing, Economics, Market Research, Analysis, Financial Analysis, PowerPoint
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Major: Government; Minor: Economics
The Tuck School of Business at Dartmouth
Bridge Business Program
Poly Prep Country Day School 2001 — 2009
Perella Weinberg Partners July 2015 - Present
Marathon Asset Management September 2013 - April 2015
QVT Financial LP June 2012 - August 2012
Capstone Investment Advisors December 2011 - January 2012
Pride Hockey Skating Camp for Autistic Children August 2008 - May 2011
Skills
Microsoft Excel, Research, Team Leadership, Business Valuation, Data Analysis, Presentations, Strategy, Communication Skills, Report Writing, Economics, Market Research, Analysis, Financial Analysis, PowerPoint
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Major: Government; Minor: Economics
The Tuck School of Business at Dartmouth
Bridge Business Program
Poly Prep Country Day School 2001 — 2009
Laura (Butkus) Schlittler Laura (Butkus) Schlittler's Marathon Asset Management Experience February 2011 - January 2012
Job Programmer at University of South Florida Research Computing
Industry Financial Services
Experience
University of South Florida Research Computing June 2014 - Present
Marathon Asset Management February 2011 - January 2012
Marathon Asset Management May 2008 - January 2011
Skills
Asset Managment, Investments, Investment Management, Financial Analysis, CSS, HTML 5, Time Management, Nonprofits, Fundraising, Management
Education
University of South Florida 2012 — 2015
Bachelor’s Degree, Engineering Information Technology, 4.0
University of Colorado Boulder 2003 — 2007
BA, Political Science
University of South Florida Research Computing June 2014 - Present
Marathon Asset Management February 2011 - January 2012
Marathon Asset Management May 2008 - January 2011
Skills
Asset Managment, Investments, Investment Management, Financial Analysis, CSS, HTML 5, Time Management, Nonprofits, Fundraising, Management
Education
University of South Florida 2012 — 2015
Bachelor’s Degree, Engineering Information Technology, 4.0
University of Colorado Boulder 2003 — 2007
BA, Political Science
Salvatore Salzillo Salvatore Salzillo's Marathon Asset Management Experience November 2005 - November 2007
Job SVP & Group Head, Lender Finance at BofI Federal Bank (NASDAQ: BOFI)
Industry Banking
Experience
BofI Federal Bank June 2012 - Present
KeyBanc Capital Markets/Key Equipment Finance August 2010 - June 2012
Yu Ying Public Charter School 2011 - 2012
Federal Deposit Insurance Corporation June 2010 - August 2010
Export-Import Bank of the United States November 2009 - June 2010
GE Capital November 2007 - November 2009
Marathon Asset Management November 2005 - November 2007
GE Capital July 1997 - November 2005
Heller Financial January 1995 - July 1997
Shawmut Bank January 1987 - January 1995
Skills
Credit Analysis, Capital Markets, Leveraged Finance, Project Finance, Asset Based Lending, Structured Finance, Equipment Finance, Export Finance, Due Diligence, Credit Portfolio..., Strategic Leadership, Loan Trading &...
Education
American University 1979 — 1983
Bachelor of Arts, Economics
BofI Federal Bank June 2012 - Present
KeyBanc Capital Markets/Key Equipment Finance August 2010 - June 2012
Yu Ying Public Charter School 2011 - 2012
Federal Deposit Insurance Corporation June 2010 - August 2010
Export-Import Bank of the United States November 2009 - June 2010
GE Capital November 2007 - November 2009
Marathon Asset Management November 2005 - November 2007
GE Capital July 1997 - November 2005
Heller Financial January 1995 - July 1997
Shawmut Bank January 1987 - January 1995
Skills
Credit Analysis, Capital Markets, Leveraged Finance, Project Finance, Asset Based Lending, Structured Finance, Equipment Finance, Export Finance, Due Diligence, Credit Portfolio..., Strategic Leadership, Loan Trading &...
Education
American University 1979 — 1983
Bachelor of Arts, Economics
Kristen Reyes Kristen Reyes's Marathon Asset Management Experience 2005 - 2007
Job Estate Manager at Private
Industry Executive Office
Experience
Estate Manger November 2014 - Present
It's A Lifestyle, llc 2011 - Present
Caswell LLC May 2008 - August 2011
Private Individual Restaurateur 2007 - 2008
Marathon Asset Management 2005 - 2007
Freelance Bookkeeper 2001 - 2006
KS Inc. 2000 - 2001
Miss Universe L.P., LLLP 1999 - 2001
Skills
Event Planning, Project Manager with..., Boutique Luxury High..., Certified Food..., Expertise in Excel and..., Social Media, Budgets, Public Relations, Event Management, Negotiation, Strategy, Human Resources, Forecasting, Sales, Start-ups, Accounting, Microsoft Excel, Customer Service, QuickBooks
Education
Stockton University 1993 — 1997
Accounting, Finance
Stella Adler
Acting
Estate Manger November 2014 - Present
It's A Lifestyle, llc 2011 - Present
Caswell LLC May 2008 - August 2011
Private Individual Restaurateur 2007 - 2008
Marathon Asset Management 2005 - 2007
Freelance Bookkeeper 2001 - 2006
KS Inc. 2000 - 2001
Miss Universe L.P., LLLP 1999 - 2001
Skills
Event Planning, Project Manager with..., Boutique Luxury High..., Certified Food..., Expertise in Excel and..., Social Media, Budgets, Public Relations, Event Management, Negotiation, Strategy, Human Resources, Forecasting, Sales, Start-ups, Accounting, Microsoft Excel, Customer Service, QuickBooks
Education
Stockton University 1993 — 1997
Accounting, Finance
Stella Adler
Acting
Dina Krutonogiy Dina Krutonogiy's Marathon Asset Management Experience February 2008 - March 2011
Job HR Specialist at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management February 2008 - March 2011
EL AL Israel Airlines September 2005 - April 2007
Hever Hon Enoshi September 2004 - August 2005
Pelephone April 2000 - August 2004
Skills
Employee Relations, HRIS, Human Resources, Performance Appraisal, Employee Benefits, Onboarding, New Hire Orientations, Microsoft Office, Hiring, Interviews, Payroll, Management, Talent Management, Talent Acquisition, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MSILR, Human Resources
University of Haifa 2001 — 2004
BA, Human Services
Marathon Asset Management February 2008 - March 2011
EL AL Israel Airlines September 2005 - April 2007
Hever Hon Enoshi September 2004 - August 2005
Pelephone April 2000 - August 2004
Skills
Employee Relations, HRIS, Human Resources, Performance Appraisal, Employee Benefits, Onboarding, New Hire Orientations, Microsoft Office, Hiring, Interviews, Payroll, Management, Talent Management, Talent Acquisition, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
MSILR, Human Resources
University of Haifa 2001 — 2004
BA, Human Services
Jeff Farkas Jeff Farkas's Marathon Asset Management Experience January 2015 - Present
Job
Industry Investment Management
Experience
Marathon Asset Management January 2015 - Present
Royal Bank of Scotland 2008 - October 2014
Bear Stearns June 2002 - June 2008
Skills
Fixed Income, Financial Modeling, Debt Restructuring, High Yield, Credit, Financial Analysis, Credit Analysis, Bonds, Asset Management, Hedge Funds, Leveraged Finance, Loans, Series 7
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
The Ohio State University Moritz College of Law 1992 — 1993
Law Degree
Villanova University 1986 — 1989
BS, Accounting
Marathon Asset Management January 2015 - Present
Royal Bank of Scotland 2008 - October 2014
Bear Stearns June 2002 - June 2008
Skills
Fixed Income, Financial Modeling, Debt Restructuring, High Yield, Credit, Financial Analysis, Credit Analysis, Bonds, Asset Management, Hedge Funds, Leveraged Finance, Loans, Series 7
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
The Ohio State University Moritz College of Law 1992 — 1993
Law Degree
Villanova University 1986 — 1989
BS, Accounting
Tim Sanders's Marathon Asset Management Experience May 2006 - August 2008
Job Senior Investment Officer at Ventas, Inc.
Industry Commercial Real Estate
Experience
Ventas, Inc. February 2015 - Present
CLMG October 2008 - January 2015
Capital Funding Group October 2008 - September 2011
Marathon Asset Management May 2006 - August 2008
GE Healthcare Financial Services 2001 - 2006
Pension Benefit Guaranty Corporation 1996 - 2001
Crestar Bank 1987 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
MBA, Finance
Howard University 1979 — 1983
BBA, Marketing
Carnegie Mellon University
Ventas, Inc. February 2015 - Present
CLMG October 2008 - January 2015
Capital Funding Group October 2008 - September 2011
Marathon Asset Management May 2006 - August 2008
GE Healthcare Financial Services 2001 - 2006
Pension Benefit Guaranty Corporation 1996 - 2001
Crestar Bank 1987 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
MBA, Finance
Howard University 1979 — 1983
BBA, Marketing
Carnegie Mellon University
Kaitlin Hardiman Kaitlin Hardiman's Marathon Asset Management Experience October 2014 - May 2015
Job Office Administrator at Eminence Capital
Industry Investment Management
Experience
Eminence Capital May 2015 - Present
Marathon Asset Management October 2014 - May 2015
Self-Employed Medical Transcriptionist May 2008 - December 2014
Lehigh Valley Dermatology Associates, Ltd. September 2011 - August 2014
Zettlemoyer Auction Co., LLC December 2009 - June 2014
JCPenney November 2006 - July 2008
Skills
Customer Service, Communication, Writing, Time Management, Teamwork, Leadership, Critical Thinking, Microsoft Office, Computer Proficiency, Sales, Data Entry, Medical Records, Editing, Fax, HIPAA, Office Equipment, Travel Arrangements, Scheduling, Shipping, Training, Marketing, Microsoft Word, Microsoft Excel, PowerPoint
Education
Penn State University 2009 — 2014
Bachelor of Science (B.S.), Business
Eminence Capital May 2015 - Present
Marathon Asset Management October 2014 - May 2015
Self-Employed Medical Transcriptionist May 2008 - December 2014
Lehigh Valley Dermatology Associates, Ltd. September 2011 - August 2014
Zettlemoyer Auction Co., LLC December 2009 - June 2014
JCPenney November 2006 - July 2008
Skills
Customer Service, Communication, Writing, Time Management, Teamwork, Leadership, Critical Thinking, Microsoft Office, Computer Proficiency, Sales, Data Entry, Medical Records, Editing, Fax, HIPAA, Office Equipment, Travel Arrangements, Scheduling, Shipping, Training, Marketing, Microsoft Word, Microsoft Excel, PowerPoint
Education
Penn State University 2009 — 2014
Bachelor of Science (B.S.), Business
David McCallion David McCallion's Marathon Asset Management Experience April 2006 - May 2011
Job Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. November 2013 - Present
Wasatch Funds August 2011 - May 2012
Marathon Asset Management April 2006 - May 2011
Marathon Asset Management Singapore December 2006 - October 2007
Morgan Stanley Investment Management March 2005 - April 2006
Skills
Investments, Valuation, Financial Modeling, Capital Markets, Derivatives, Fixed Income, Asset Managment, Finance, Bloomberg, Financial Analysis, Bonds, Alternative Investments, Trading, Asset Management, Business Analysis, Bloomberg Terminal, Hedge Funds, Due Diligence, Emerging Markets, Portfolio Management, Equities, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance & Investments
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelors of Science
St. Anthony's High School 1996 — 2000
Sandler O'Neill & Partners, L.P. November 2013 - Present
Wasatch Funds August 2011 - May 2012
Marathon Asset Management April 2006 - May 2011
Marathon Asset Management Singapore December 2006 - October 2007
Morgan Stanley Investment Management March 2005 - April 2006
Skills
Investments, Valuation, Financial Modeling, Capital Markets, Derivatives, Fixed Income, Asset Managment, Finance, Bloomberg, Financial Analysis, Bonds, Alternative Investments, Trading, Asset Management, Business Analysis, Bloomberg Terminal, Hedge Funds, Due Diligence, Emerging Markets, Portfolio Management, Equities, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance & Investments
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelors of Science
St. Anthony's High School 1996 — 2000
Anthony Vitiello's Marathon Asset Management Experience February 2014 - Present
Job Trader at Marathon Asset Management
Industry Capital Markets
Experience
Marathon Asset Management February 2014 - Present
Barclays Capital May 2010 - January 2014
Boston College September 2006 - May 2010
Barclays Capital June 2009 - August 2009
Boston College October 2006 - January 2009
JP Morgan Chase May 2008 - August 2008
Credit Suisse May 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Goldman Sachs December 2006 - July 2007
Skills
Capital Markets, Trading, Finance, Bloomberg, VBA, Derivatives, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Securities, Risk Management, Asset Allocation, Portfolio Management, Funding, Investments, MBS, Hedge Funds, Investment Banking, Equity Trading, Financial Analysis, Valuation, Financial Services, Bloomberg Terminal, Credit Analysis, Trading Systems, Bonds, Equities, Series 63, Electronic Trading, Emerging Markets, Rates, Leadership, Middle Office, Alternative Investments, Investment Management, Treasury, Asset Management, Private Equity, Mergers & Acquisitions, Series 7, Structured Products, Structured Finance, Fixed Income, Equity Valuation, Financial Markets, Options, Economics, Financial Modeling
Education
Bergen Catholic High School 2002 — 2006
Boston College
Marathon Asset Management February 2014 - Present
Barclays Capital May 2010 - January 2014
Boston College September 2006 - May 2010
Barclays Capital June 2009 - August 2009
Boston College October 2006 - January 2009
JP Morgan Chase May 2008 - August 2008
Credit Suisse May 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Goldman Sachs December 2006 - July 2007
Skills
Capital Markets, Trading, Finance, Bloomberg, VBA, Derivatives, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Securities, Risk Management, Asset Allocation, Portfolio Management, Funding, Investments, MBS, Hedge Funds, Investment Banking, Equity Trading, Financial Analysis, Valuation, Financial Services, Bloomberg Terminal, Credit Analysis, Trading Systems, Bonds, Equities, Series 63, Electronic Trading, Emerging Markets, Rates, Leadership, Middle Office, Alternative Investments, Investment Management, Treasury, Asset Management, Private Equity, Mergers & Acquisitions, Series 7, Structured Products, Structured Finance, Fixed Income, Equity Valuation, Financial Markets, Options, Economics, Financial Modeling
Education
Bergen Catholic High School 2002 — 2006
Boston College
Alex Song, CFA Alex Song, CFA's Marathon Asset Management Experience June 2014 - August 2014
Job Credit Investing at Crayhill Capital Management
Industry Investment Management
Experience
Marathon Asset Management June 2014 - August 2014
Bain Capital - Sankaty January 2012 - August 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley May 2008 - August 2008
Barclays Global Investors January 2007 - September 2007
University of Missouri - St. Louis June 2006 - September 2006
Skills
Trading, Bonds, Global Macro, Valuation, Financial Analysis, Biomechanics, Bioengineering, Spectroscopy, Bloomberg, Derivatives, MBS, Financial Modeling, Probability, Macroeconomics, Statistics, Fixed Income, Financial Markets, Economics, Financial Economics, Residential Mortgages, Subprime, Mortgage, Hedge Funds, Quantitative Analysis, Structured Products, Matlab, Excel, Securities, Bloomberg Terminal, Intex, Quantitative Analytics, Equities, Capital Markets, Private Equity, Alternative Investments, Portfolio Management, Investments, Hedging, Finance, Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
Bachelor’s Degree, BS Biomechanical Engineering; BA Economics
Ladue Horton Watkins High School 2001 — 2005
Marathon Asset Management June 2014 - August 2014
Bain Capital - Sankaty January 2012 - August 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley May 2008 - August 2008
Barclays Global Investors January 2007 - September 2007
University of Missouri - St. Louis June 2006 - September 2006
Skills
Trading, Bonds, Global Macro, Valuation, Financial Analysis, Biomechanics, Bioengineering, Spectroscopy, Bloomberg, Derivatives, MBS, Financial Modeling, Probability, Macroeconomics, Statistics, Fixed Income, Financial Markets, Economics, Financial Economics, Residential Mortgages, Subprime, Mortgage, Hedge Funds, Quantitative Analysis, Structured Products, Matlab, Excel, Securities, Bloomberg Terminal, Intex, Quantitative Analytics, Equities, Capital Markets, Private Equity, Alternative Investments, Portfolio Management, Investments, Hedging, Finance, Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
Bachelor’s Degree, BS Biomechanical Engineering; BA Economics
Ladue Horton Watkins High School 2001 — 2005
Michael Kaplan's Marathon Asset Management Experience June 2015 - August 2015
Job Summer Analyst at Marathon Asset Management
Industry
Experience
Marathon Asset Management June 2015 - August 2015
Sportstars Inc. June 2014 - August 2014
Cornell Consulting Club October 2013 - March 2014
Merrill Lynch May 2013 - June 2013
Education
Cornell University 2013 — 2017
Economics
Newark Academy 2006 — 2013
Marathon Asset Management June 2015 - August 2015
Sportstars Inc. June 2014 - August 2014
Cornell Consulting Club October 2013 - March 2014
Merrill Lynch May 2013 - June 2013
Education
Cornell University 2013 — 2017
Economics
Newark Academy 2006 — 2013
Tony Musso Tony Musso's Marathon Asset Management Experience July 2007 - May 2010
Job Strategist at FutureBrand
Industry Consumer Goods
Experience
FutureBrand April 2015 - Present
MediaVest August 2014 - April 2015
UNISA Shoes & Accessories January 2013 - June 2014
Endeavor June 2012 - August 2012
BOALT - Interactive Business. June 2010 - May 2011
Marathon Asset Management July 2007 - May 2010
Skills
Valuation, Strategy, Financial Modeling, Emerging Markets, Due Diligence, Private Equity, Venture Capital, Digital Strategy, Marketing, Investments, Strategic Consulting, Finance, Entrepreneurship, Market Research, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy and Finance
Babson College 2003 — 2007
BS, Economics
FutureBrand April 2015 - Present
MediaVest August 2014 - April 2015
UNISA Shoes & Accessories January 2013 - June 2014
Endeavor June 2012 - August 2012
BOALT - Interactive Business. June 2010 - May 2011
Marathon Asset Management July 2007 - May 2010
Skills
Valuation, Strategy, Financial Modeling, Emerging Markets, Due Diligence, Private Equity, Venture Capital, Digital Strategy, Marketing, Investments, Strategic Consulting, Finance, Entrepreneurship, Market Research, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy and Finance
Babson College 2003 — 2007
BS, Economics
scott gordon scott gordon's Marathon Asset Management Experience April 2007 - August 2009
Job Portfolio Manager at Taconic Capital
Industry Investment Management
Experience
Taconic Capital September 2013 - Present
Caxton Associates November 2009 - December 2012
Marathon Asset Management April 2007 - August 2009
Bank of America February 2001 - March 2007
ING April 1988 - February 2000
J.P. Morgan September 1983 - February 1988
Skills
Emerging Markets, Portfolio Management, Alternative Investments, Distressed Debt, High Yield, Credit Risk, Asset Management, Asset Allocation, Risk Management, Investments, Trading, Credit Analysis, Hedge Funds, Latin America, Eastern Europe
Education
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics/ Romance Languages
Taconic Capital September 2013 - Present
Caxton Associates November 2009 - December 2012
Marathon Asset Management April 2007 - August 2009
Bank of America February 2001 - March 2007
ING April 1988 - February 2000
J.P. Morgan September 1983 - February 1988
Skills
Emerging Markets, Portfolio Management, Alternative Investments, Distressed Debt, High Yield, Credit Risk, Asset Management, Asset Allocation, Risk Management, Investments, Trading, Credit Analysis, Hedge Funds, Latin America, Eastern Europe
Education
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics/ Romance Languages
Steven Tiegel Steven Tiegel's Marathon Asset Management Experience April 2008 - March 2009
Job Director, Manager of US Lateral Recruitment at RBC Capital Markets
Industry Staffing and Recruiting
Experience
RBC Capital Markets June 2015 - Present
Novartis Pharmaceuticals Corporation November 2013 - May 2015
Deloitte April 2008 - November 2013
Marathon Asset Management April 2008 - March 2009
Bear Stearns December 2004 - April 2008
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
University at Albany, SUNY 1989 — 1993
BS, Accounting
RBC Capital Markets June 2015 - Present
Novartis Pharmaceuticals Corporation November 2013 - May 2015
Deloitte April 2008 - November 2013
Marathon Asset Management April 2008 - March 2009
Bear Stearns December 2004 - April 2008
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
University at Albany, SUNY 1989 — 1993
BS, Accounting
Jon Halpern's Marathon Asset Management Experience May 2003 - April 2010
Job CEO, Halpern Real Estate Ventures
Industry Real Estate
Experience
Halpern Real Estate Ventures January 2011 - Present
Marathon Asset Management May 2003 - April 2010
Summit Aviation January 1995 - January 2005
HQ Global Workplaces December 2001 - September 2003
Reckson Associates January 1996 - December 1999
Halpern Enterprises, Inc. June 1985 - December 1995
Skills
Real Estate Development, Real Estate Private..., Team Leadership, Structured Investments, Technical Leadership, Investment Properties, Real Estate
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science in Business Administration, Real Estate, Finance & Engineering
Halpern Real Estate Ventures January 2011 - Present
Marathon Asset Management May 2003 - April 2010
Summit Aviation January 1995 - January 2005
HQ Global Workplaces December 2001 - September 2003
Reckson Associates January 1996 - December 1999
Halpern Enterprises, Inc. June 1985 - December 1995
Skills
Real Estate Development, Real Estate Private..., Team Leadership, Structured Investments, Technical Leadership, Investment Properties, Real Estate
Education
University of Colorado Boulder 1981 — 1985
Bachelor of Science in Business Administration, Real Estate, Finance & Engineering
Roxanne Daly Roxanne Daly's Marathon Asset Management Experience March 2011 - November 2011
Job Marketing Coordinator at Graphics Systems Corporation
Industry Marketing and Advertising
Experience
Graphics Systems Corporation August 2014 - Present
JX Enterprises / JX Peterbilt July 2013 - July 2014
Kohl's Department Stores April 2013 - July 2013
Wolfe Trahan & Co. November 2011 - January 2013
Marathon Asset Management March 2011 - November 2011
Loretta Barrett Books September 2010 - March 2011
UW Milwaukee Writing Center January 2009 - May 2010
Milwaukee Magazine September 2009 - January 2010
Skills
Event Planning, Blogging, Event Management, Marketing Communications, Customer Service, Facebook, Social Media Marketing, Marketing, Editing, Microsoft Word, Newsletters, Editorial, Advertising, Management
Education
Pace University 2013 — 2013
Digital Publishing
University of Wisconsin-Milwaukee 2006 — 2010
BA, English, Linguistics
Graphics Systems Corporation August 2014 - Present
JX Enterprises / JX Peterbilt July 2013 - July 2014
Kohl's Department Stores April 2013 - July 2013
Wolfe Trahan & Co. November 2011 - January 2013
Marathon Asset Management March 2011 - November 2011
Loretta Barrett Books September 2010 - March 2011
UW Milwaukee Writing Center January 2009 - May 2010
Milwaukee Magazine September 2009 - January 2010
Skills
Event Planning, Blogging, Event Management, Marketing Communications, Customer Service, Facebook, Social Media Marketing, Marketing, Editing, Microsoft Word, Newsletters, Editorial, Advertising, Management
Education
Pace University 2013 — 2013
Digital Publishing
University of Wisconsin-Milwaukee 2006 — 2010
BA, English, Linguistics
Matthew Mace Matthew Mace's Marathon Asset Management Experience July 2011 - July 2011
Job Student at Georgetown University
Industry
Experience
Ironshore Insurance September 2014 - December 2014
Marathon Asset Management July 2011 - July 2011
Lloyd's of London July 2010 - July 2010
Education
Georgetown University 2012 — 2016
B.S. in Business Administration, Finance and Accounting
University of Oxford
Columbia Grammar & Preparatory School
Ironshore Insurance September 2014 - December 2014
Marathon Asset Management July 2011 - July 2011
Lloyd's of London July 2010 - July 2010
Education
Georgetown University 2012 — 2016
B.S. in Business Administration, Finance and Accounting
University of Oxford
Columbia Grammar & Preparatory School
Lauren Morea Lauren Morea's Marathon Asset Management Experience August 2014 - Present
Job Portfolio Analysis and Marketing at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2014 - Present
Oaktree Capital Management November 2013 - July 2014
American Express June 2013 - August 2013
Z Capital Partners, L.L.C. February 2013 - May 2013
The Blueshirt Group September 2010 - May 2012
J.P. Morgan June 2008 - July 2010
Skills
Investment Banking, Capital Markets, Investor Relations, Corporate Finance, Equities, Bloomberg, Valuation, Financial Modeling, IPO, Mergers, DCF, Financial Analysis, Fixed Income, LBO, Due Diligence, Corporate Development, Private Equity, Equity Research
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration
Marathon Asset Management August 2014 - Present
Oaktree Capital Management November 2013 - July 2014
American Express June 2013 - August 2013
Z Capital Partners, L.L.C. February 2013 - May 2013
The Blueshirt Group September 2010 - May 2012
J.P. Morgan June 2008 - July 2010
Skills
Investment Banking, Capital Markets, Investor Relations, Corporate Finance, Equities, Bloomberg, Valuation, Financial Modeling, IPO, Mergers, DCF, Financial Analysis, Fixed Income, LBO, Due Diligence, Corporate Development, Private Equity, Equity Research
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration
Andrew Konstas Andrew Konstas's Marathon Asset Management Experience June 2014 - Present
Job Associate at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management June 2014 - Present
LNR Property LLC July 2011 - May 2014
MetLife May 2010 - August 2010
Downtown Sailing Center June 2007 - August 2010
Skills
Valuation, Financial Modeling, Asset Managment, Due Diligence, Securitization, Asset Management, Finance, Capital Markets
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors of Science, Finance, Real Estate
Syracuse University in Florence 2009 — 2009
Marathon Asset Management June 2014 - Present
LNR Property LLC July 2011 - May 2014
MetLife May 2010 - August 2010
Downtown Sailing Center June 2007 - August 2010
Skills
Valuation, Financial Modeling, Asset Managment, Due Diligence, Securitization, Asset Management, Finance, Capital Markets
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors of Science, Finance, Real Estate
Syracuse University in Florence 2009 — 2009
Antonio Fco Lopez Torrero Antonio Fco Lopez Torrero's Marathon Asset Management Experience September 2003 - July 2008
Job JPMorgan
Industry Banking
Experience
JPMorgan Chase November 2012 - Present
Deustche Bank Private Wealth Management November 2010 - November 2012
BTIG November 2009 - November 2010
Ropemaker Capital January 2009 - November 2009
Marathon Asset Management September 2003 - July 2008
Merrill Lynch August 1996 - September 2003
Analistas Financieros Internacionales June 1993 - July 1994
Spanish Air Force September 1992 - June 1993
Skills
Derivatives, Hedge Funds, Emerging Markets, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Financial Engineering
Universidad Complutense de Madrid 1990 — 1992
Economics, Quantitative Methods
Universidad San Pablo-CEU 1987 — 1990
Ciencias Económicas
JPMorgan Chase November 2012 - Present
Deustche Bank Private Wealth Management November 2010 - November 2012
BTIG November 2009 - November 2010
Ropemaker Capital January 2009 - November 2009
Marathon Asset Management September 2003 - July 2008
Merrill Lynch August 1996 - September 2003
Analistas Financieros Internacionales June 1993 - July 1994
Spanish Air Force September 1992 - June 1993
Skills
Derivatives, Hedge Funds, Emerging Markets, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Financial Engineering
Universidad Complutense de Madrid 1990 — 1992
Economics, Quantitative Methods
Universidad San Pablo-CEU 1987 — 1990
Ciencias Económicas
Gregory Smyth Gregory Smyth's Marathon Asset Management Experience June 2014 - Present
Job Analyst at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management June 2014 - Present
BlackRock June 2013 - August 2013
Georgetown University Accounting Department January 2012 - May 2013
Georgetown University Investment Office October 2011 - May 2013
Georgetown University Student Investment Fund September 2011 - May 2013
NYSE Euronext May 2012 - August 2012
Cantor Fitzgerald June 2011 - August 2011
Skills
PowerPoint, Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, HTML, VBA, Financial Accounting, Finance, Equities, Fixed Income, Commodity, Derivatives, Treasury, Financial Statement..., Python, C++, JavaScript, Mathematica, Social Media, Financial Analysis, Data Analysis, Investments, Financial Reporting, Hedge Funds, Financial Markets, Valuation, Financial Modeling, Analysis, Bloomberg Terminal, Bloomberg
Education
Georgetown University 2010 — 2014
Bachelor's Degree, Finance, Accounting, Mathematics, Magna Cum Laude
John Jay High School 2006 — 2010
Marathon Asset Management June 2014 - Present
BlackRock June 2013 - August 2013
Georgetown University Accounting Department January 2012 - May 2013
Georgetown University Investment Office October 2011 - May 2013
Georgetown University Student Investment Fund September 2011 - May 2013
NYSE Euronext May 2012 - August 2012
Cantor Fitzgerald June 2011 - August 2011
Skills
PowerPoint, Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, HTML, VBA, Financial Accounting, Finance, Equities, Fixed Income, Commodity, Derivatives, Treasury, Financial Statement..., Python, C++, JavaScript, Mathematica, Social Media, Financial Analysis, Data Analysis, Investments, Financial Reporting, Hedge Funds, Financial Markets, Valuation, Financial Modeling, Analysis, Bloomberg Terminal, Bloomberg
Education
Georgetown University 2010 — 2014
Bachelor's Degree, Finance, Accounting, Mathematics, Magna Cum Laude
John Jay High School 2006 — 2010
Paul Khazansky Paul Khazansky's Marathon Asset Management Experience May 2006 - September 2007
Job Vice President at Poverni Sheikh Group
Industry Real Estate
Experience
Poverni Ventures June 2013 - Present
McKinsey & Company May 2011 - August 2011
FP Consulting November 2007 - June 2010
Marathon Asset Management May 2006 - September 2007
MOODY’S CORPORATION January 2001 - April 2005
Skills
Strategy, Finance, Mergers & Acquisitions, Portfolio Management, Marketing Strategy, Investments, Mergers, Private Equity, Entrepreneurship, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration, Finance
37th Parallel
37th Parallel
37th Parallel
Poverni Ventures June 2013 - Present
McKinsey & Company May 2011 - August 2011
FP Consulting November 2007 - June 2010
Marathon Asset Management May 2006 - September 2007
MOODY’S CORPORATION January 2001 - April 2005
Skills
Strategy, Finance, Mergers & Acquisitions, Portfolio Management, Marketing Strategy, Investments, Mergers, Private Equity, Entrepreneurship, Analysis
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration
Loyola College in Maryland 1997 — 2001
Bachelor of Business Administration, Finance
37th Parallel
37th Parallel
37th Parallel
Soojin Yim's Marathon Asset Management Experience January 2004 - July 2004
Job Research at Stone Ridge Asset Management
Industry Financial Services
Experience
Stone Ridge Asset Management June 2014 - Present
Goizueta Business School July 2010 - May 2014
Harvard University 2006 - 2008
Marathon Asset Management January 2004 - July 2004
Bain & Company October 2002 - December 2003
Cornerstone Research June 2001 - August 2001
Skills
Economics, Valuation, Financial Modeling, Quantitative Analytics, Econometrics, Corporate Finance, Stata, Corporate Governance, Mergers & Acquisitions, Due Diligence, SAS, SQL, Matlab, R
Education
Harvard Business School 2004 — 2010
PhD, Business Economics
Harvard University 1998 — 2002
BA, Economics
Stuyvesant High School 1994 — 1998
Stone Ridge Asset Management June 2014 - Present
Goizueta Business School July 2010 - May 2014
Harvard University 2006 - 2008
Marathon Asset Management January 2004 - July 2004
Bain & Company October 2002 - December 2003
Cornerstone Research June 2001 - August 2001
Skills
Economics, Valuation, Financial Modeling, Quantitative Analytics, Econometrics, Corporate Finance, Stata, Corporate Governance, Mergers & Acquisitions, Due Diligence, SAS, SQL, Matlab, R
Education
Harvard Business School 2004 — 2010
PhD, Business Economics
Harvard University 1998 — 2002
BA, Economics
Stuyvesant High School 1994 — 1998
Feyisayo Gbadebo-Smith Feyisayo Gbadebo-Smith's Marathon Asset Management Experience January 2010 - September 2012
Job Strategy
Industry Higher Education
Experience
Coppel SA de CV September 2015 - Present
Rocket Internet SE June 2014 - August 2014
Ognos Partners October 2012 - June 2013
Marathon Asset Management January 2010 - September 2012
Morgan Stanley June 2008 - August 2008
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
BA, Politics, Philosophy and Economics (Magna Cum Laude)
Coppel SA de CV September 2015 - Present
Rocket Internet SE June 2014 - August 2014
Ognos Partners October 2012 - June 2013
Marathon Asset Management January 2010 - September 2012
Morgan Stanley June 2008 - August 2008
Education
Stanford Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
BA, Politics, Philosophy and Economics (Magna Cum Laude)
Michael Yampol's Marathon Asset Management Experience 2002 - 2002
Job Quantitative Analysis, Risk Management
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Calypso Technology 2009 - 2009
Lehman Brothers 2007 - 2008
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2003 - 2006
Marathon Asset Management 2002 - 2002
Millennium Partners 2001 - 2002
Stark Investments 2000 - 2001
Skills
Quantitative Finance, Derivatives, Risk Management, Market Risk, Interest Rate..., Options, Fixed Income, Emerging Markets, Hedge Funds, Volatility, Portfolio Optimization, Financial Engineering, Financial Modeling, Equity Derivatives, Electronic Trading, Matlab, R, SAS, Stata, Statistics, Mathematics, Econometrics, Data Analysis, SQL, Oracle, Sybase, Bloomberg, Quantitative Analytics, FX Options, Structured Products, Prime Brokerage, Credit Derivatives, Trading Systems, Monte Carlo Simulation, Risk Modeling, LATAM, Fixed Income Trading, Stochastic Processes, Mathematica, Python, Applied Mathematics, Predictive Analytics, Data Science, Big Data, Spanish, Brazilian Portuguese, VAR, Time Series Analysis, Swaps, VBA
Education
Harvard College
AB, Applied Mathematics
Global Association of Risk Professionals (GARP)
Certified Financial Risk Manager (FRM)
City University of New York-Baruch College
MS, Financial Engineering
City University of New York-Baruch College - Zicklin School of Business
MS, Statistics
Instituto Cervantes New York (ICNY)
DELE (B1 - Intermedio), Español
Bank of America Merrill Lynch 2014 - Present
Bank of America 2012 - 2013
Bank of America Merrill Lynch 2009 - 2012
Calypso Technology 2009 - 2009
Lehman Brothers 2007 - 2008
Credit Suisse 2006 - 2007
Credit Suisse First Boston 2003 - 2006
Marathon Asset Management 2002 - 2002
Millennium Partners 2001 - 2002
Stark Investments 2000 - 2001
Skills
Quantitative Finance, Derivatives, Risk Management, Market Risk, Interest Rate..., Options, Fixed Income, Emerging Markets, Hedge Funds, Volatility, Portfolio Optimization, Financial Engineering, Financial Modeling, Equity Derivatives, Electronic Trading, Matlab, R, SAS, Stata, Statistics, Mathematics, Econometrics, Data Analysis, SQL, Oracle, Sybase, Bloomberg, Quantitative Analytics, FX Options, Structured Products, Prime Brokerage, Credit Derivatives, Trading Systems, Monte Carlo Simulation, Risk Modeling, LATAM, Fixed Income Trading, Stochastic Processes, Mathematica, Python, Applied Mathematics, Predictive Analytics, Data Science, Big Data, Spanish, Brazilian Portuguese, VAR, Time Series Analysis, Swaps, VBA
Education
Harvard College
AB, Applied Mathematics
Global Association of Risk Professionals (GARP)
Certified Financial Risk Manager (FRM)
City University of New York-Baruch College
MS, Financial Engineering
City University of New York-Baruch College - Zicklin School of Business
MS, Statistics
Instituto Cervantes New York (ICNY)
DELE (B1 - Intermedio), Español
Carlos Botelho's Marathon Asset Management Experience July 2006 - January 2008
Job Investor
Industry Investment Management
Experience
Cartica Capital March 2008 - Present
Marathon Asset Management July 2006 - January 2008
IFC September 1999 - June 2006
McKinsey 1995 - 1998
Skills
Private Equity, Project Finance, Corporate Governance, Infrastructure, Emerging Markets, Valuation, Investments, Equities, Corporate Finance, Capital Markets, Financial Modeling, Financial Structuring, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Due Diligence, LBO, Business Strategy, Alternative Investments, Venture Capital, Mutual Funds, Corporate Development, Equity Research, Investment Management, Asset Management, Spanish-speaking
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA
Universidade Nova de Lisboa 1991 — 1995
BS
Colegio S. Joao de Brito 1979 — 1990
Cartica Capital March 2008 - Present
Marathon Asset Management July 2006 - January 2008
IFC September 1999 - June 2006
McKinsey 1995 - 1998
Skills
Private Equity, Project Finance, Corporate Governance, Infrastructure, Emerging Markets, Valuation, Investments, Equities, Corporate Finance, Capital Markets, Financial Modeling, Financial Structuring, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Due Diligence, LBO, Business Strategy, Alternative Investments, Venture Capital, Mutual Funds, Corporate Development, Equity Research, Investment Management, Asset Management, Spanish-speaking
Education
Northwestern University - Kellogg School of Management 1998 — 1999
MBA
Universidade Nova de Lisboa 1991 — 1995
BS
Colegio S. Joao de Brito 1979 — 1990
Christopher Di Costanzo's Marathon Asset Management Experience November 2007 - Present
Job Vice President at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management November 2007 - Present
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Marathon Asset Management November 2007 - Present
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Arnold Kang's Marathon Asset Management Experience 2006 - 2010
Job
Industry Financial Services
Experience
Pzena Investment Management 2012 - 2014
Columbia Business School 2011 - 2012
Marathon Asset Management 2006 - 2010
Morgan Stanley 2005 - 2006
Skills
Hedge Funds, Global Macro, Alternative Investments, Fixed Income, Special Situations, Emerging Markets, Bloomberg Terminal, Leveraged Finance, Bloomberg, MBS, Capital Markets, Structured Finance, Investment Banking, Asset Management, Structured Products, Equity Research, Equities, Valuation, LBO, Financial Modeling, Investment Management, Credit Derivatives, Bonds, Private Equity, Portfolio Management
Education
Yale University 2000 — 2005
Columbia University - Columbia Business School
Pzena Investment Management 2012 - 2014
Columbia Business School 2011 - 2012
Marathon Asset Management 2006 - 2010
Morgan Stanley 2005 - 2006
Skills
Hedge Funds, Global Macro, Alternative Investments, Fixed Income, Special Situations, Emerging Markets, Bloomberg Terminal, Leveraged Finance, Bloomberg, MBS, Capital Markets, Structured Finance, Investment Banking, Asset Management, Structured Products, Equity Research, Equities, Valuation, LBO, Financial Modeling, Investment Management, Credit Derivatives, Bonds, Private Equity, Portfolio Management
Education
Yale University 2000 — 2005
Columbia University - Columbia Business School
Joe Prudente's Marathon Asset Management Experience December 2009 - October 2013
Job Director at Virtusa
Industry Financial Services
Experience
Virtusa Capital Markets Consulting Group November 2013 - Present
Marathon Asset Management December 2009 - October 2013
Acumen Solutions April 2008 - October 2008
Rothstein Kass March 2005 - April 2008
Change Dynamics LLC May 2001 - March 2005
Merrill Lynch & Co. March 1986 - April 2001
Skills
Enterprise Risk..., Governance, Sarbanes-Oxley Act, Auditing, Risk Management, Financial Reporting, Accounting, Internal Controls, Compliance, Internal Audit, Financial Accounting, Due Diligence, Business Analysis, GAAP, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, Change Management, Business Process..., Asset Management, Corporate Finance, Finance, Portfolio Management, Private Equity, Strategic Financial..., Derivatives, Executive Management
Education
Hofstra University 1984 — 1989
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Virtusa Capital Markets Consulting Group November 2013 - Present
Marathon Asset Management December 2009 - October 2013
Acumen Solutions April 2008 - October 2008
Rothstein Kass March 2005 - April 2008
Change Dynamics LLC May 2001 - March 2005
Merrill Lynch & Co. March 1986 - April 2001
Skills
Enterprise Risk..., Governance, Sarbanes-Oxley Act, Auditing, Risk Management, Financial Reporting, Accounting, Internal Controls, Compliance, Internal Audit, Financial Accounting, Due Diligence, Business Analysis, GAAP, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, Change Management, Business Process..., Asset Management, Corporate Finance, Finance, Portfolio Management, Private Equity, Strategic Financial..., Derivatives, Executive Management
Education
Hofstra University 1984 — 1989
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Kevin McGrail's Marathon Asset Management Experience August 2007 - Present
Job Marathon Asset Management
Industry Real Estate
Experience
Marathon Asset Management August 2007 - Present
The Carlyle Group December 2004 - July 2007
Northridge Capital August 2001 - November 2004
Skills
Real Estate Economics, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions, Investment Properties
Education
Miami University 1997 — 2001
Marathon Asset Management August 2007 - Present
The Carlyle Group December 2004 - July 2007
Northridge Capital August 2001 - November 2004
Skills
Real Estate Economics, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions, Investment Properties
Education
Miami University 1997 — 2001
Eitan Zerykier's Marathon Asset Management Experience March 2008 - May 2009
Job Operations Associate at QFR Capital Management, L.P.
Industry Financial Services
Experience
QFR Capital Management, L.P. May 2012 - Present
Mount Kellett Capital Management, LP September 2009 - May 2012
Hutchin Hill Capital June 2009 - October 2009
Marathon Asset Management March 2008 - May 2009
Jacob Perlow Hospice September 2005 - May 2006
Yeshiva of Flatbush September 2004 - May 2005
Center for the Jewish Future September 2003 - May 2004
Skills
Hedge Funds, Equities, Bonds, Bloomberg, Securities, Excel, Geneva, Opertaions, Interest Rate Swaps, Equity Swaps, Cash Flow Management, Trade Settlement, Credit Default Swaps, Microsoft Excel, Settlement, Cash Flow, Fixed Income, FX Options, Trading, Asset Management, Middle Office, Options, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2011 — 2019
Yeshiva University 2003 — 2007
MSW, Masters of Social Work
Yeshiva University 2002 — 2007
MA, Education
Yeshiva University 1998 — 2002
BA, Psychology
Mevaseret
QFR Capital Management, L.P. May 2012 - Present
Mount Kellett Capital Management, LP September 2009 - May 2012
Hutchin Hill Capital June 2009 - October 2009
Marathon Asset Management March 2008 - May 2009
Jacob Perlow Hospice September 2005 - May 2006
Yeshiva of Flatbush September 2004 - May 2005
Center for the Jewish Future September 2003 - May 2004
Skills
Hedge Funds, Equities, Bonds, Bloomberg, Securities, Excel, Geneva, Opertaions, Interest Rate Swaps, Equity Swaps, Cash Flow Management, Trade Settlement, Credit Default Swaps, Microsoft Excel, Settlement, Cash Flow, Fixed Income, FX Options, Trading, Asset Management, Middle Office, Options, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2011 — 2019
Yeshiva University 2003 — 2007
MSW, Masters of Social Work
Yeshiva University 2002 — 2007
MA, Education
Yeshiva University 1998 — 2002
BA, Psychology
Mevaseret
Ethan Auerbach's Marathon Asset Management Experience June 2006 - September 2008
Job BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management September 2008 - Present
Marathon Asset Management June 2006 - September 2008
Goldman, Sachs & Co. March 2004 - June 2006
UBS June 2002 - January 2004
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Special Situations, Asset Managment, High Yield, Financial Modeling, Private Equity, Valuation, Derivatives, Investments
Education
Cornell University 1998 — 2002
BS, Computer Science, Economics
BlueMountain Capital Management September 2008 - Present
Marathon Asset Management June 2006 - September 2008
Goldman, Sachs & Co. March 2004 - June 2006
UBS June 2002 - January 2004
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Special Situations, Asset Managment, High Yield, Financial Modeling, Private Equity, Valuation, Derivatives, Investments
Education
Cornell University 1998 — 2002
BS, Computer Science, Economics
Rob Comizio's Marathon Asset Management Experience 2003 - 2006
Job at Castle Hill Asset Management LLC
Industry Financial Services
Experience
Castle Hill Asset Management LLC 2015 - Present
Medley LLC 2011 - January 2015
Viathon Capital 2006 - 2011
Marathon Asset Management 2003 - 2006
Skills
Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Investments, Private Equity, Due Diligence, Investment Banking, Valuation, Equities, Trading, Financial Modeling, Asset Management, Bloomberg, Derivatives, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science (BS), Finance
Castle Hill Asset Management LLC 2015 - Present
Medley LLC 2011 - January 2015
Viathon Capital 2006 - 2011
Marathon Asset Management 2003 - 2006
Skills
Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Investments, Private Equity, Due Diligence, Investment Banking, Valuation, Equities, Trading, Financial Modeling, Asset Management, Bloomberg, Derivatives, Portfolio Management
Education
The University of Chicago - Booth School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1985 — 1989
Bachelor of Science (BS), Finance
Tapish Kushwaha's Marathon Asset Management Experience May 2014 - Present
Job Non Agency MBS & Whole Loans at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management May 2014 - Present
Angelo, Gordon & Co. June 2011 - April 2014
Citigroup January 2009 - May 2011
DBS Bank June 2006 - June 2007
Skills
Trading, Bonds, Asset Management, FX, Quantitative Finance, FX Options, Financial Structuring, Capital Markets, Bloomberg, MBS, Options, Fixed Income, Strategy, Derivatives, Equities, Credit Derivatives, Hedge Funds, Structured Products, Securitization, Credit, Equity Derivatives, Investment Banking
Education
Stanford University 2007 — 2008
MS, Financial Mathematics
Indian Institute of Management, Ahmedabad 2004 — 2006
MBA, Finance
Indian Institute of Technology, Kanpur 1999 — 2004
MS-Integrated 5Yrs, Chemistry
Marathon Asset Management May 2014 - Present
Angelo, Gordon & Co. June 2011 - April 2014
Citigroup January 2009 - May 2011
DBS Bank June 2006 - June 2007
Skills
Trading, Bonds, Asset Management, FX, Quantitative Finance, FX Options, Financial Structuring, Capital Markets, Bloomberg, MBS, Options, Fixed Income, Strategy, Derivatives, Equities, Credit Derivatives, Hedge Funds, Structured Products, Securitization, Credit, Equity Derivatives, Investment Banking
Education
Stanford University 2007 — 2008
MS, Financial Mathematics
Indian Institute of Management, Ahmedabad 2004 — 2006
MBA, Finance
Indian Institute of Technology, Kanpur 1999 — 2004
MS-Integrated 5Yrs, Chemistry
Andrew Szmulewicz's Marathon Asset Management Experience August 2014 - Present
Job Product Specialist at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2014 - Present
JP Morgan April 2007 - Present
Skills
Management, Fixed Income, Capital Markets, Bloomberg, Equities, Portfolio Management, Asset Management, Derivatives, Financial Modeling, Investments
Education
New York University, Stern School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Michigan 1996 — 2000
Marathon Asset Management August 2014 - Present
JP Morgan April 2007 - Present
Skills
Management, Fixed Income, Capital Markets, Bloomberg, Equities, Portfolio Management, Asset Management, Derivatives, Financial Modeling, Investments
Education
New York University, Stern School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Michigan 1996 — 2000
Andrew Brady's Marathon Asset Management Experience November 2004 - Present
Job Managing Director and Leveraged Loan Portfolio Manager at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management November 2004 - Present
Indosuez Capital 1996 - 2004
Skills
Leveraged Finance, Leveraged Lending, CLO, High Yield, Hedge Funds, Alternative Investments, Special Situations, Private Equity, Investments, Bonds, Fixed Income, Capital Markets, Asset Management, Structured Finance, Portfolio Management, Equities, LBO, Credit Derivatives, High Yield Bonds, Relative Value, Valuation, Asset Managment, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Economics
Marathon Asset Management November 2004 - Present
Indosuez Capital 1996 - 2004
Skills
Leveraged Finance, Leveraged Lending, CLO, High Yield, Hedge Funds, Alternative Investments, Special Situations, Private Equity, Investments, Bonds, Fixed Income, Capital Markets, Asset Management, Structured Finance, Portfolio Management, Equities, LBO, Credit Derivatives, High Yield Bonds, Relative Value, Valuation, Asset Managment, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree, Economics
Jeff Dybas's Marathon Asset Management Experience 2004 - 2005
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Anglo Irish Bank 2005 - 2010
Marathon Asset Management 2004 - 2005
Bankers Trust/Deutsche Bank 1997 - 2004
Arthur Andersen 1992 - 1995
Delta Associates 1991 - 1992
Skills
Series 7, 79, and 63, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Virginia 1987 — 1991
BA, International Relations
Bank of America September 2010 - Present
Anglo Irish Bank 2005 - 2010
Marathon Asset Management 2004 - 2005
Bankers Trust/Deutsche Bank 1997 - 2004
Arthur Andersen 1992 - 1995
Delta Associates 1991 - 1992
Skills
Series 7, 79, and 63, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Virginia 1987 — 1991
BA, International Relations
Carlos Ingles's Marathon Asset Management Experience April 2006 - October 2008
Job Director of Mergers & Acquisitions at McKinsey & Company
Industry Investment Management
Experience
McKinsey & Company November 2013 - Present
Prairie Street Capital, Inc. 2011 - November 2013
Celador Partners & Independent Consultant November 2008 - November 2013
Marathon Asset Management April 2006 - October 2008
Palladium Equity Partners 2004 - 2006
Saunders, Karp & Megrue 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Private Equity, Mergers, Restructuring, Investments, Debt, Special Situations, Corporate Finance, Corporate Development, LBO, Distressed Debt, Business Strategy, Due Diligence, Equities, Board of Directors, Operational Improvement, Mutual Funds, Mergers & Acquisitions, Deal Execution
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, Business
Harvard University 1994 — 1998
AB, Economics
McKinsey & Company November 2013 - Present
Prairie Street Capital, Inc. 2011 - November 2013
Celador Partners & Independent Consultant November 2008 - November 2013
Marathon Asset Management April 2006 - October 2008
Palladium Equity Partners 2004 - 2006
Saunders, Karp & Megrue 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Private Equity, Mergers, Restructuring, Investments, Debt, Special Situations, Corporate Finance, Corporate Development, LBO, Distressed Debt, Business Strategy, Due Diligence, Equities, Board of Directors, Operational Improvement, Mutual Funds, Mergers & Acquisitions, Deal Execution
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, Business
Harvard University 1994 — 1998
AB, Economics
Daniel Pine's Marathon Asset Management Experience August 2006 - Present
Job Managing Director Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2006 - Present
Skadden Arps 1998 - 2006
Education
University of California, Los Angeles - School of Law 1995 — 1998
JD, Law
Emory University 1991 — 1995
BBA, Finance/Political Science
Marathon Asset Management August 2006 - Present
Skadden Arps 1998 - 2006
Education
University of California, Los Angeles - School of Law 1995 — 1998
JD, Law
Emory University 1991 — 1995
BBA, Finance/Political Science
Sarah Park-Knight's Marathon Asset Management Experience January 2002 - December 2012
Job Client Services Manager at One William Street Capital
Industry Financial Services
Experience
One William Street Capital February 2014 - Present
Marathon Asset Management January 2002 - December 2012
Morgan Stanley 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Alternative Investments, Asset Management, CRM, CRM databases, Salesforce.com, Investor Relations
Education
Binghamton University 1995 — 1999
One William Street Capital February 2014 - Present
Marathon Asset Management January 2002 - December 2012
Morgan Stanley 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Alternative Investments, Asset Management, CRM, CRM databases, Salesforce.com, Investor Relations
Education
Binghamton University 1995 — 1999
Jeff Nelson, CFA's Marathon Asset Management Experience January 2013 - February 2014
Job Partner, Institutional Investor Relations at Kopernik Global Investors, LLC
Industry Investment Management
Experience
Kopernik Global Investors, LLC April 2014 - Present
Marathon Asset Management January 2013 - February 2014
TCW Group November 2007 - January 2013
U.S. Trust 2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA) April 2000 - December 2003
Scudder Investments July 1998 - March 2000
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1996
Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
B.S., Economics/Finance (Double-major)
Kopernik Global Investors, LLC April 2014 - Present
Marathon Asset Management January 2013 - February 2014
TCW Group November 2007 - January 2013
U.S. Trust 2003 - 2007
Times Square Capital Mgt. (TSCM/CIGNA) April 2000 - December 2003
Scudder Investments July 1998 - March 2000
Fidelity Investments 1993 - 1996
Fidelity Investments 1991 - 1996
Skills
Investments, Alternative Investments, New Business Development, Hedge Funds, Asset Management, Fixed Income, Equities, Series 7, Portfolio Management, Mutual Funds, Investment Strategies, Investment Management, Asset Allocation, Capital Markets, Series 63, Private Equity, Investment Advisory, Asset Managment, Valuation, Wealth Management, ETFs, Bloomberg, Equity Research, Securities, Financial Services, Financial Modeling, Separately Managed...
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Boston College 1987 — 1991
B.S., Economics/Finance (Double-major)
Marianna Bracco's Marathon Asset Management Experience January 2007 - February 2013
Job Director at Taconic Capital
Industry Financial Services
Experience
Taconic Capital May 2014 - Present
Marathon Asset Management January 2007 - February 2013
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Credit Suisse First Boston 1997 - 2001
Skills
Hedge Funds, Alternative Investments
Education
Barnard College
Taconic Capital May 2014 - Present
Marathon Asset Management January 2007 - February 2013
Lehman Brothers 2005 - 2007
UBS Investment Bank 2002 - 2005
Credit Suisse First Boston 1997 - 2001
Skills
Hedge Funds, Alternative Investments
Education
Barnard College
Scharon Gordon's Marathon Asset Management Experience 2006 - 2012
Job Vice President at Markit Group
Industry Investment Management
Experience
Markit Group 2012 - Present
Marathon Asset Management 2006 - 2012
Marathon Asset Management 2004 - 2006
Investors Bank & Trust 2001 - 2003
Skills
Structured Finance, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Derivatives, Bonds, Securitization, Securities, Asset Managment, Valuation, Intex, Residential Mortgages, SQL, Financial Modeling, RediPlus, Intex Desktop, CDS, CLO, Equities, Python, Corelogic, Securitized Products, Data Analysis, VBA, Microsoft Office, Microsoft Excel, Financial Analysis, Portfolio Management, Capital Markets, Investments, Alternative Investments, Structured Products, Trading, MBS, ABS
Education
Fordham University - Graduate School of Business Administration
MBA, Finance and Business Economics
Tufts University
BA, Economics
Training the Street
Fordham Prep
Markit Group 2012 - Present
Marathon Asset Management 2006 - 2012
Marathon Asset Management 2004 - 2006
Investors Bank & Trust 2001 - 2003
Skills
Structured Finance, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Derivatives, Bonds, Securitization, Securities, Asset Managment, Valuation, Intex, Residential Mortgages, SQL, Financial Modeling, RediPlus, Intex Desktop, CDS, CLO, Equities, Python, Corelogic, Securitized Products, Data Analysis, VBA, Microsoft Office, Microsoft Excel, Financial Analysis, Portfolio Management, Capital Markets, Investments, Alternative Investments, Structured Products, Trading, MBS, ABS
Education
Fordham University - Graduate School of Business Administration
MBA, Finance and Business Economics
Tufts University
BA, Economics
Training the Street
Fordham Prep
Christina Jorge's Marathon Asset Management Experience July 2008 - Present
Job Investor Relations at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management July 2008 - Present
Eclipse Hair Salon September 2000 - August 2008
Ania Hair Studio & Spa September 2004 - May 2008
Skills
Microsoft Word, Strategic Planning, Event Planning, Banking, Accounting, Outlook, Investments, Negotiation, Marketing Strategy, Project Management, New Business Development, Portfolio Management, Budgets, Real Estate, Business Analysis, Hedge Funds, Team Leadership, Coaching, Team Building, Due Diligence, Change Management, Retail
Education
University at Albany, SUNY 2004 — 2008
Bachelor of Science, Major: Business Administration, Concentration: Management / Marketing; Minor: Portuguese
Marathon Asset Management July 2008 - Present
Eclipse Hair Salon September 2000 - August 2008
Ania Hair Studio & Spa September 2004 - May 2008
Skills
Microsoft Word, Strategic Planning, Event Planning, Banking, Accounting, Outlook, Investments, Negotiation, Marketing Strategy, Project Management, New Business Development, Portfolio Management, Budgets, Real Estate, Business Analysis, Hedge Funds, Team Leadership, Coaching, Team Building, Due Diligence, Change Management, Retail
Education
University at Albany, SUNY 2004 — 2008
Bachelor of Science, Major: Business Administration, Concentration: Management / Marketing; Minor: Portuguese
David Friedman's Marathon Asset Management Experience September 2005 - March 2014
Job Managing Principal at Ella Valley Capital
Industry Real Estate
Experience
Ella Valley Capital April 2014 - Present
Marathon Asset Management September 2005 - March 2014
Proskauer Rose LLP September 1993 - September 2005
Skills
Real Estate, Asset Management, Private Equity, Investments, Asset Managment, Real Estate Economics, Operations Management, Due Diligence, Real Estate Transactions, Real Estate Financing, Real Estate Development, Structured Finance, Joint Ventures, Investment Properties, Disposition, Mezzanine, Real Estate Investments...
Education
Cornell University 1983 — 1987
Bachelor of Science (BS)
New York Law School 1990 — 1993
Doctor of Law (JD)
Ella Valley Capital April 2014 - Present
Marathon Asset Management September 2005 - March 2014
Proskauer Rose LLP September 1993 - September 2005
Skills
Real Estate, Asset Management, Private Equity, Investments, Asset Managment, Real Estate Economics, Operations Management, Due Diligence, Real Estate Transactions, Real Estate Financing, Real Estate Development, Structured Finance, Joint Ventures, Investment Properties, Disposition, Mezzanine, Real Estate Investments...
Education
Cornell University 1983 — 1987
Bachelor of Science (BS)
New York Law School 1990 — 1993
Doctor of Law (JD)
Ryan Drumm's Marathon Asset Management Experience 2011 - July 2015
Job Investor Relations at Private Equity Firm
Industry Financial Services
Experience
Private Equity Firm August 2015 - Present
Marathon Asset Management 2011 - July 2015
Cadogan Management LLC 2010 - 2011
Robeco 2007 - 2010
Education
Colgate University 2003 — 2007
BA, History, Middle Eastern Studies
Delbarton School 1999 — 2003
Private Equity Firm August 2015 - Present
Marathon Asset Management 2011 - July 2015
Cadogan Management LLC 2010 - 2011
Robeco 2007 - 2010
Education
Colgate University 2003 — 2007
BA, History, Middle Eastern Studies
Delbarton School 1999 — 2003
Marc Appel's Marathon Asset Management Experience August 2014 - Present
Job Associate at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2014 - Present
Harvard Business School August 2010 - May 2014
Harvard Law School August 2010 - May 2014
Highbridge Capital Management 2013 - 2013
Eaton Vance 2012 - 2012
Kirkland & Ellis LLP 2011 - 2011
McKinsey & Company 2008 - 2010
The Jewish Museum May 2007 - August 2007
Skills
Financial Modeling, Research, Data Analysis, Museums, Economics, Restructuring, Financial Analysis, Management Consulting, Stata, Investments, Business Strategy, Strategy, Corporate Finance
Education
Harvard Business School 2010 — 2014
MBA
Harvard Law School 2010 — 2014
JD
Yale University 2004 — 2008
BA, History and Classical Civilizations
Clarkstown South 2000 — 2004
High School
Marathon Asset Management August 2014 - Present
Harvard Business School August 2010 - May 2014
Harvard Law School August 2010 - May 2014
Highbridge Capital Management 2013 - 2013
Eaton Vance 2012 - 2012
Kirkland & Ellis LLP 2011 - 2011
McKinsey & Company 2008 - 2010
The Jewish Museum May 2007 - August 2007
Skills
Financial Modeling, Research, Data Analysis, Museums, Economics, Restructuring, Financial Analysis, Management Consulting, Stata, Investments, Business Strategy, Strategy, Corporate Finance
Education
Harvard Business School 2010 — 2014
MBA
Harvard Law School 2010 — 2014
JD
Yale University 2004 — 2008
BA, History and Classical Civilizations
Clarkstown South 2000 — 2004
High School
Dan Mackell's Marathon Asset Management Experience February 2004 - January 2008
Job Managing Director & Head Restructuring Group at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB (and Legacy Ptrs &Co.) November 2010 - Present
Cottage Capital, LLC and Legacy Ptrs & Co February 2008 - November 2011
Marathon Asset Management February 2004 - January 2008
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1999
Manufacturers Hanover Trust 1979 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
American School-Rio de Janeiro
HS
Georgetown University
BA, Economics and Portuguese
Headwaters MB (and Legacy Ptrs &Co.) November 2010 - Present
Cottage Capital, LLC and Legacy Ptrs & Co February 2008 - November 2011
Marathon Asset Management February 2004 - January 2008
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1999
Manufacturers Hanover Trust 1979 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
American School-Rio de Janeiro
HS
Georgetown University
BA, Economics and Portuguese
Kristi Biondo's Marathon Asset Management Experience April 2008 - 2009
Job PORTFOLIO INVESTMENTS
Industry Investment Management
Experience
Adfam Investment Company March 2014 - Present
Trafelet & Company July 2012 - March 2014
Eton Park Capital Management 2009 - 2012
Marathon Asset Management April 2008 - 2009
PricewaterhouseCoopers 2003 - 2008
Deloitte 1997 - 2003
Skills
Hedge Funds, Accounting, Asset Management, Financial Reporting, Private Equity, Fund Accounting, Alternative Investments, Due Diligence, Financial Analysis, Financial Modeling, Valuation, SEC filings, US GAAP, Bloomberg, Internal Controls, Tax, Derivatives, Asset Managment, Sarbanes-Oxley Act, Equities, Corporate Finance, Capital Markets, Auditing, Investments, Fixed Income, Management, Financial Services
Education
State University of New York College at Buffalo 1992 — 1996
BS, Accounting, Finance
State University of New York at Buffalo - School of Management 1992 — 1996
BS, Accounting, Finance
Holy Cross, Maspeth New York
Adfam Investment Company March 2014 - Present
Trafelet & Company July 2012 - March 2014
Eton Park Capital Management 2009 - 2012
Marathon Asset Management April 2008 - 2009
PricewaterhouseCoopers 2003 - 2008
Deloitte 1997 - 2003
Skills
Hedge Funds, Accounting, Asset Management, Financial Reporting, Private Equity, Fund Accounting, Alternative Investments, Due Diligence, Financial Analysis, Financial Modeling, Valuation, SEC filings, US GAAP, Bloomberg, Internal Controls, Tax, Derivatives, Asset Managment, Sarbanes-Oxley Act, Equities, Corporate Finance, Capital Markets, Auditing, Investments, Fixed Income, Management, Financial Services
Education
State University of New York College at Buffalo 1992 — 1996
BS, Accounting, Finance
State University of New York at Buffalo - School of Management 1992 — 1996
BS, Accounting, Finance
Holy Cross, Maspeth New York
David Gibbs's Marathon Asset Management Experience March 2006 - May 2009
Job Managing Director, Healthcare at CIT
Industry Financial Services
Experience
CIT November 2013 - Present
TPG Specialty Lending September 2011 - September 2013
Bank of Ireland July 2010 - August 2011
Marathon Asset Management March 2006 - May 2009
GE Capital June 1996 - March 2006
Skills
Healthcare Finance, Healthcare, Private Equity
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance and Management
University of Southern California 1986 — 1990
BS, Business
CIT November 2013 - Present
TPG Specialty Lending September 2011 - September 2013
Bank of Ireland July 2010 - August 2011
Marathon Asset Management March 2006 - May 2009
GE Capital June 1996 - March 2006
Skills
Healthcare Finance, Healthcare, Private Equity
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance and Management
University of Southern California 1986 — 1990
BS, Business
Andrew Gordon's Marathon Asset Management Experience March 2008 - Present
Job Managing Director, Investor Relations at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management March 2008 - Present
Bear Stearns August 2004 - March 2008
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Marathon Asset Management March 2008 - Present
Bear Stearns August 2004 - March 2008
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Susan Cho's Marathon Asset Management Experience May 2013 - Present
Job Vice President at Marathon Asset Management, LP
Industry Investment Management
Experience
Marathon Asset Management May 2013 - Present
Grosvenor Capital Management July 2009 - April 2013
Skills
Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Valuation, Private Equity, Due Diligence, Equities, Asset Management, Fixed Income, Equity Research, Investments
Education
Northwestern University
Bachelor of Arts, Mathematical Methods in the Social Sciences (MMSS), Economics
Marathon Asset Management May 2013 - Present
Grosvenor Capital Management July 2009 - April 2013
Skills
Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Valuation, Private Equity, Due Diligence, Equities, Asset Management, Fixed Income, Equity Research, Investments
Education
Northwestern University
Bachelor of Arts, Mathematical Methods in the Social Sciences (MMSS), Economics
Alfred De Leo's Marathon Asset Management Experience January 2000 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Candlewood Investment Group, LP July 2010 - Present
Marathon Asset Management January 2000 - March 2009
Banco Santander January 1990 - December 2000
Touche Ross February 1986 - June 1988
American Express 1983 - 1985
Skills
Financial Analysis, Banking, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Credit, Corporate Finance, Financial Planning, Financial Risk, Asset Management
Education
University of San Diego 1977 — 1981
ba, Business Economics
Candlewood Investment Group, LP July 2010 - Present
Marathon Asset Management January 2000 - March 2009
Banco Santander January 1990 - December 2000
Touche Ross February 1986 - June 1988
American Express 1983 - 1985
Skills
Financial Analysis, Banking, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Credit, Corporate Finance, Financial Planning, Financial Risk, Asset Management
Education
University of San Diego 1977 — 1981
ba, Business Economics
Mario Epelbaum's Marathon Asset Management Experience February 2007 - May 2008
Job Investment Professional
Industry Financial Services
Experience
Tree Capital LLC October 2008 - August 2014
Marathon Asset Management February 2007 - May 2008
Artha Capital Management March 2007 - January 2008
Morgan Satnaley 1996 - 2006
ITAM 1994 - 1996
Education
Stanford University 1988 — 1993
phd, economics
Cornell University 1983 — 1988
BA, Economics, Mathematics and Computer Science
Tree Capital LLC October 2008 - August 2014
Marathon Asset Management February 2007 - May 2008
Artha Capital Management March 2007 - January 2008
Morgan Satnaley 1996 - 2006
ITAM 1994 - 1996
Education
Stanford University 1988 — 1993
phd, economics
Cornell University 1983 — 1988
BA, Economics, Mathematics and Computer Science
Brad Gupta's Marathon Asset Management Experience AnalystLehman Brothers1987 - 1989
Job Special Advisor at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management AnalystLehman Brothers1987 - 1989
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing, Real Estate
Marathon Asset Management AnalystLehman Brothers1987 - 1989
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing, Real Estate
Charles Byrne's Marathon Asset Management Experience 2008 - July 2014
Job .
Industry Financial Services
Experience
Regiment Capital Advisors LP August 2014 - Present
Marathon Asset Management 2008 - July 2014
Bank of America October 1998 - July 2008
Gainor & McCarthy 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Wealth Management, Family Office, Fixed Income, Investor Relations, Private Equity, Equities, Capital Markets, Investment Management, Securities, Asset Allocation, Investments, Endowments, New Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Boston University School of Law
LL.M Program in Banking & Financial Law
Suffolk University Law School
JD, Law
University of New Hampshire
BA
Regiment Capital Advisors LP August 2014 - Present
Marathon Asset Management 2008 - July 2014
Bank of America October 1998 - July 2008
Gainor & McCarthy 1996 - 1998
Skills
Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Wealth Management, Family Office, Fixed Income, Investor Relations, Private Equity, Equities, Capital Markets, Investment Management, Securities, Asset Allocation, Investments, Endowments, New Business Development
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Boston University School of Law
LL.M Program in Banking & Financial Law
Suffolk University Law School
JD, Law
University of New Hampshire
BA
David Arzi's Marathon Asset Management Experience 2003 - Present
Job Executive Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management 2003 - Present
IXIS Capital Markets 2002 - 2003
Credit Suisse First Boston 1996 - 1999
Heller Financial 1990 - 1996
Skills
Real Estate Finance, ABS Securities, Asset Based Lending, Structured Finance, Loans, Securities, ABS, Debt, Leasing, Aircraft Leasing, Equipment Finance, Distressed Debt, CMBS, NPL, Equipment Loans, European CMBS, European CRE, Real Estate Economics, Securitization, Private Equity, Mezzanine, Venture Capital, Real Estate Financing, Alternative Investments, Finance, Mergers & Acquisitions, Financial Structuring, Debt Restructuring, Hedge Funds, Investment Banking, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Brandeis University 1980 — 1984
BA, History
Marathon Asset Management 2003 - Present
IXIS Capital Markets 2002 - 2003
Credit Suisse First Boston 1996 - 1999
Heller Financial 1990 - 1996
Skills
Real Estate Finance, ABS Securities, Asset Based Lending, Structured Finance, Loans, Securities, ABS, Debt, Leasing, Aircraft Leasing, Equipment Finance, Distressed Debt, CMBS, NPL, Equipment Loans, European CMBS, European CRE, Real Estate Economics, Securitization, Private Equity, Mezzanine, Venture Capital, Real Estate Financing, Alternative Investments, Finance, Mergers & Acquisitions, Financial Structuring, Debt Restructuring, Hedge Funds, Investment Banking, Capital Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Brandeis University 1980 — 1984
BA, History
John Paul Lee's Marathon Asset Management Experience 2010 - 2012
Job Associate at Oaktree Capital
Industry Real Estate
Experience
Oaktree Capital Management 2012 - Present
Marathon Asset Management 2010 - 2012
Bank of America 2009 - 2009
Skills
Real Estate Transactions, Financial Modeling, Excel, ARGUS, CMBS, Distressed Debt, Non-performing Loans, Real Estate Financing, Real Estate Development
Education
Cornell University 2006 — 2010
Bachelor's Degree, Economics, Real Estate
Stuyvesant High School 2002 — 2006
High School
Oaktree Capital Management 2012 - Present
Marathon Asset Management 2010 - 2012
Bank of America 2009 - 2009
Skills
Real Estate Transactions, Financial Modeling, Excel, ARGUS, CMBS, Distressed Debt, Non-performing Loans, Real Estate Financing, Real Estate Development
Education
Cornell University 2006 — 2010
Bachelor's Degree, Economics, Real Estate
Stuyvesant High School 2002 — 2006
High School
Gary Lembo's Marathon Asset Management Experience 2005 - 2009
Job Director at Tennenbaum Capital Partners
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC September 2013 - Present
CRG Partners 2009 - 2013
Marathon Asset Management 2005 - 2009
UBS Investment Bank 2002 - 2005
Skills
Financial Structuring, Corporate Finance, Restructuring, Due Diligence, Entrepreneurship, Valuation, Loans, Private Equity, Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Business Development, Financial Modeling, Asset Based Lending, Structured Finance, Portfolio Management, Debt Restructuring, Capital Markets, LBO, Investment Banking, Hedge Funds, Alternative Investments, Mezzanine, High Yield, Capital Structure
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Accounting
University of Maryland College Park
Bachelor's degree, Criminal Justice
Tennenbaum Capital Partners, LLC September 2013 - Present
CRG Partners 2009 - 2013
Marathon Asset Management 2005 - 2009
UBS Investment Bank 2002 - 2005
Skills
Financial Structuring, Corporate Finance, Restructuring, Due Diligence, Entrepreneurship, Valuation, Loans, Private Equity, Financial Analysis, Leveraged Finance, Mergers & Acquisitions, Business Development, Financial Modeling, Asset Based Lending, Structured Finance, Portfolio Management, Debt Restructuring, Capital Markets, LBO, Investment Banking, Hedge Funds, Alternative Investments, Mezzanine, High Yield, Capital Structure
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Accounting
University of Maryland College Park
Bachelor's degree, Criminal Justice
Christina Gilchrist's Marathon Asset Management Experience 2002 - 2003
Job Stayathomemom
Industry Investment Management
Experience
Renaissance Technologies LLC August 2009 - November 2010
Barclays Global Investors February 2004 - July 2009
Marathon Asset Management 2002 - 2003
Skills
Hedge Funds, Change Management, Alternative Investments, Financial Analysis
Education
University of California, Santa Barbara 1998 — 2002
Renaissance Technologies LLC August 2009 - November 2010
Barclays Global Investors February 2004 - July 2009
Marathon Asset Management 2002 - 2003
Skills
Hedge Funds, Change Management, Alternative Investments, Financial Analysis
Education
University of California, Santa Barbara 1998 — 2002
Shlomi Halevy, CFA, CPA's Marathon Asset Management Experience November 2005 - March 2008
Job Investment Professional skilled in areas of Alternative Investment, Financial Accounting and Credit Analysis
Industry Financial Services
Experience
Bank Leumi (USA) August 2012 - December 2014
Ernst& Young LLP February 2011 - August 2012
Marathon Asset Management November 2005 - March 2008
United Mizrahi Bank 2001 - 2003
Skills
Financial Analysis, Asset Managment, Alternative Investments, Credit Analysis, Investments, Financial Services, Asset Management, Finance, Portfolio Management, Hedge Funds, Corporate Finance, Credit, Bloomberg, Capital Markets, Mutual Funds, Financial Modeling
Education
CFA institute
CFA Charterholder, Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Master, Accounting
The Hebrew University 1997 — 2001
Bachelor's degree, Economics
Bank Leumi (USA) August 2012 - December 2014
Ernst& Young LLP February 2011 - August 2012
Marathon Asset Management November 2005 - March 2008
United Mizrahi Bank 2001 - 2003
Skills
Financial Analysis, Asset Managment, Alternative Investments, Credit Analysis, Investments, Financial Services, Asset Management, Finance, Portfolio Management, Hedge Funds, Corporate Finance, Credit, Bloomberg, Capital Markets, Mutual Funds, Financial Modeling
Education
CFA institute
CFA Charterholder, Finance
Baruch College, City University of New York (CUNY) 2003 — 2005
Master, Accounting
The Hebrew University 1997 — 2001
Bachelor's degree, Economics
N Kathirithamby, Esq's Marathon Asset Management Experience August 2008 - October 2011
Job Counsel, Compliance and Control Room Manager at Buckingham Capital Management, Inc.
Industry Law Practice
Experience
Buckingham Capital Management, Inc. July 2013 - Present
Project by Project January 2013 - Present
Orical Legal Group LLP February 2013 - July 2013
New York Based Registered Investment Adviser October 2011 - February 2013
Project by Project December 2008 - December 2012
Marathon Asset Management August 2008 - October 2011
Bear Stearns February 2008 - August 2008
Bear Stearns February 2007 - February 2008
Bear Stearns November 2006 - February 2007
Skills
Compliance, Alternative Investments, AML, Entity Extraction, Asset Managment, Securities, Hedge Funds, ISDA, Equities, Due Diligence
Education
Brooklyn Law School 2003 — 2006
Juris Doctor
University of Rochester 1998 — 2002
Bachelor of Arts, Political Science
Buckingham Capital Management, Inc. July 2013 - Present
Project by Project January 2013 - Present
Orical Legal Group LLP February 2013 - July 2013
New York Based Registered Investment Adviser October 2011 - February 2013
Project by Project December 2008 - December 2012
Marathon Asset Management August 2008 - October 2011
Bear Stearns February 2008 - August 2008
Bear Stearns February 2007 - February 2008
Bear Stearns November 2006 - February 2007
Skills
Compliance, Alternative Investments, AML, Entity Extraction, Asset Managment, Securities, Hedge Funds, ISDA, Equities, Due Diligence
Education
Brooklyn Law School 2003 — 2006
Juris Doctor
University of Rochester 1998 — 2002
Bachelor of Arts, Political Science
Brad Gupta's Marathon Asset Management Experience 2005 - 2013
Job President at Leading Edge Finance Corporation
Industry Aviation & Aerospace
Experience
Leading Edge Finance Corporation 2007 - Present
Marathon Asset Management 2005 - 2013
Ameriquest Holdings LLC / Ananya Aviation LLC 1999 - 2005
Residual Based Finance Corporation 1995 - 1999
United Air Lines, Inc. 1991 - 1993
Shearson Lehman Hutton Inc. 1987 - 1989
Skills
Structured Finance, Real Estate Investor, Asset Management, Capital Markets, Aircraft Leasing, Aviation, Private Equity
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing, Real Estate
The University of Chicago 1983 — 1987
A.B. Honors, Economics
London School of Economics and Political Science 1985 — 1986
Junior Year, General Course Studies, Economics
Leading Edge Finance Corporation 2007 - Present
Marathon Asset Management 2005 - 2013
Ameriquest Holdings LLC / Ananya Aviation LLC 1999 - 2005
Residual Based Finance Corporation 1995 - 1999
United Air Lines, Inc. 1991 - 1993
Shearson Lehman Hutton Inc. 1987 - 1989
Skills
Structured Finance, Real Estate Investor, Asset Management, Capital Markets, Aircraft Leasing, Aviation, Private Equity
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing, Real Estate
The University of Chicago 1983 — 1987
A.B. Honors, Economics
London School of Economics and Political Science 1985 — 1986
Junior Year, General Course Studies, Economics
baruc saez's Marathon Asset Management Experience February 2006 - January 2010
Job Managing Director at Itau BBA Securities
Industry Financial Services
Experience
Itau Securities January 2010 - Present
Marathon Asset Management February 2006 - January 2010
Deutsche Bank 2000 - 2006
ING Barings 1997 - 1999
Skills
Emerging Markets, Fixed Income, Investments, Capital Markets, Hedge Funds, Investment Banking, Bonds, Corporate Finance, Equities, Portfolio Management, Trading, Special Situations, Bloomberg, Private Equity, Asset Management, Valuation, Alternative Investments, Structured Finance, Series 7, Series 63, Series 24
Education
Brandeis International Business School 1995 — 1997
MA, International Economics and Finance
Bard College at Simon's Rock 1986 — 1990
BA, Liberal Arts
Itau Securities January 2010 - Present
Marathon Asset Management February 2006 - January 2010
Deutsche Bank 2000 - 2006
ING Barings 1997 - 1999
Skills
Emerging Markets, Fixed Income, Investments, Capital Markets, Hedge Funds, Investment Banking, Bonds, Corporate Finance, Equities, Portfolio Management, Trading, Special Situations, Bloomberg, Private Equity, Asset Management, Valuation, Alternative Investments, Structured Finance, Series 7, Series 63, Series 24
Education
Brandeis International Business School 1995 — 1997
MA, International Economics and Finance
Bard College at Simon's Rock 1986 — 1990
BA, Liberal Arts
Thorne Gregory's Marathon Asset Management Experience January 2011 - Present
Job Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management January 2011 - Present
Fortress Investment Group 2007 - December 2010
JPMorgan 1994 - 2005
Education
University of North Carolina at Chapel Hill 1986 — 1990
Episcopal High School 1981 — 1985
Marathon Asset Management January 2011 - Present
Fortress Investment Group 2007 - December 2010
JPMorgan 1994 - 2005
Education
University of North Carolina at Chapel Hill 1986 — 1990
Episcopal High School 1981 — 1985
Paul Engchuan's Marathon Asset Management Experience 2000 - 2001
Job B2B Account Executive at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless June 2010 - Present
Lo-Eng Inc. May 2004 - May 2010
Masters Group LTD 2002 - 2004
Lehman Brothers 2001 - 2002
Marathon Asset Management 2000 - 2001
Skills
Direct Sales, Quotas, Solution Selling, Wireless, M2M, State & Local..., Healthcare Industry, Account Management, B2B, CRM, Customer Retention, Customer Satisfaction, Marketing, Mobile Devices, New Business Development, Sales, Sales Operations
Education
Northeastern University 1996 — 2000
BS- D'Amore-McKim School of Business, Finance
Herricks
Verizon Wireless June 2010 - Present
Lo-Eng Inc. May 2004 - May 2010
Masters Group LTD 2002 - 2004
Lehman Brothers 2001 - 2002
Marathon Asset Management 2000 - 2001
Skills
Direct Sales, Quotas, Solution Selling, Wireless, M2M, State & Local..., Healthcare Industry, Account Management, B2B, CRM, Customer Retention, Customer Satisfaction, Marketing, Mobile Devices, New Business Development, Sales, Sales Operations
Education
Northeastern University 1996 — 2000
BS- D'Amore-McKim School of Business, Finance
Herricks
Keith Spivey's Marathon Asset Management Experience June 2007 - June 2012
Job Enterprise Account Executive at VMware
Industry Information Technology and Services
Experience
VMware 2012 - Present
Marathon Asset Management June 2007 - June 2012
Deloitte & Touche 2005 - 2007
JPMorgan Chase 2001 - 2005
Microchip Computers 1998 - 2001
Object Design 1997 - 1997
Dell 1995 - 1996
GCM 1990 - 1994
University of Texas at Austin 1990 - 1991
Skills
Cloud Computing, IT Transformation, Datacenter..., Application..., Virtual Desktop..., Financial Modeling, Valuation, Enterprise License..., Hedge Funds, Asset Managment, Fixed Income, Portfolio Management, Bloomberg, Structured Finance, Capital Markets, Alternative Investments, Asset Management, Financial Structuring, Financial Services, Trading, Due Diligence, Financial Markets, Banking, Business Analysis, Derivatives, Management, Financial Analysis, Relationship Management, Investments, Mergers & Acquisitions, Bonds, Securities, Risk Management, Finance
Education
The University of Texas at Austin
Bachelor of Science (B.Sc.), Organizational Leadership
Lamar University
Warren High School
VMware 2012 - Present
Marathon Asset Management June 2007 - June 2012
Deloitte & Touche 2005 - 2007
JPMorgan Chase 2001 - 2005
Microchip Computers 1998 - 2001
Object Design 1997 - 1997
Dell 1995 - 1996
GCM 1990 - 1994
University of Texas at Austin 1990 - 1991
Skills
Cloud Computing, IT Transformation, Datacenter..., Application..., Virtual Desktop..., Financial Modeling, Valuation, Enterprise License..., Hedge Funds, Asset Managment, Fixed Income, Portfolio Management, Bloomberg, Structured Finance, Capital Markets, Alternative Investments, Asset Management, Financial Structuring, Financial Services, Trading, Due Diligence, Financial Markets, Banking, Business Analysis, Derivatives, Management, Financial Analysis, Relationship Management, Investments, Mergers & Acquisitions, Bonds, Securities, Risk Management, Finance
Education
The University of Texas at Austin
Bachelor of Science (B.Sc.), Organizational Leadership
Lamar University
Warren High School
Arnel Andrada's Marathon Asset Management Experience March 2008 - April 2012
Job Director of Operations at Agile Fund Solutions, LLC
Industry Financial Services
Experience
Agile Fund Solutions, LLC August 2015 - Present
Guggenheim Fund Solutions January 2014 - July 2015
Guggenheim Fund Solutions May 2012 - December 2013
Marathon Asset Management March 2008 - April 2012
Capital Market Communications LLC May 2007 - February 2008
Northeast Securities March 2005 - May 2007
Skills
Bloomberg, Hedge Funds, Equities, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Financial Analysis, Financial Modeling, Derivatives, Microsoft Excel, Securities, Portfolio Management
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration, Finance
Agile Fund Solutions, LLC August 2015 - Present
Guggenheim Fund Solutions January 2014 - July 2015
Guggenheim Fund Solutions May 2012 - December 2013
Marathon Asset Management March 2008 - April 2012
Capital Market Communications LLC May 2007 - February 2008
Northeast Securities March 2005 - May 2007
Skills
Bloomberg, Hedge Funds, Equities, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Financial Analysis, Financial Modeling, Derivatives, Microsoft Excel, Securities, Portfolio Management
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration, Finance
Paul Simenauer's Marathon Asset Management Experience January 2010 - December 2010
Job High Yield Credit Research at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2011 - Present
Marathon Asset Management January 2010 - December 2010
Skills
Investment Banking, Credit Analysis, High Yield Bonds, Financial Modeling, Value Investing, Distressed Debt, Retail, Consumer Products, Food & Beverage, Corporate Finance, Leveraged Finance, Leveraged Loans, Valuation, Fixed Income, Equities, CDS, Hedge Funds, Fundamental Analysis, Bond Markets, Bloomberg, Capital Structure, Debt Markets, Securities, Stocks, Long/Short Equity
Education
Marquette University 2004 — 2008
Bachelor's degree, Finance
J.P. Morgan April 2011 - Present
Marathon Asset Management January 2010 - December 2010
Skills
Investment Banking, Credit Analysis, High Yield Bonds, Financial Modeling, Value Investing, Distressed Debt, Retail, Consumer Products, Food & Beverage, Corporate Finance, Leveraged Finance, Leveraged Loans, Valuation, Fixed Income, Equities, CDS, Hedge Funds, Fundamental Analysis, Bond Markets, Bloomberg, Capital Structure, Debt Markets, Securities, Stocks, Long/Short Equity
Education
Marquette University 2004 — 2008
Bachelor's degree, Finance
Mauro Favini's Marathon Asset Management Experience February 2008 - Present
Job EM Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management February 2008 - Present
Skills
Fixed Income, High Yield, Capital Markets, Bloomberg, Trading, Emerging Markets, Hedge Funds, Equities, Alternative Investments, Credit Derivatives, Derivatives, Structured Products, CDS, FX Options, Global Macro
Education
University of Buenos Aires
Economics
Marathon Asset Management February 2008 - Present
Skills
Fixed Income, High Yield, Capital Markets, Bloomberg, Trading, Emerging Markets, Hedge Funds, Equities, Alternative Investments, Credit Derivatives, Derivatives, Structured Products, CDS, FX Options, Global Macro
Education
University of Buenos Aires
Economics
Robert Manley's Marathon Asset Management Experience March 2008 - Present
Job Senior Vice President Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management March 2008 - Present
Ambac March 2005 - March 2008
KPMG September 2003 - March 2005
Deloitte & Touche September 2000 - September 2003
Skills
Fixed Income, Bloomberg, Accounting, Financial Analysis, Financial Reporting, Excel, SOX, Internal Controls, Securities, Capital Markets, Banking, Investments, Asset Management, Financial Accounting, Hedge Funds, Credit Derivatives, Regulatory Reporting
Education
Siena College 1999 — 2000
MBA, Accounting
Siena College 1995 — 1999
BBA, Accounting
Marathon Asset Management March 2008 - Present
Ambac March 2005 - March 2008
KPMG September 2003 - March 2005
Deloitte & Touche September 2000 - September 2003
Skills
Fixed Income, Bloomberg, Accounting, Financial Analysis, Financial Reporting, Excel, SOX, Internal Controls, Securities, Capital Markets, Banking, Investments, Asset Management, Financial Accounting, Hedge Funds, Credit Derivatives, Regulatory Reporting
Education
Siena College 1999 — 2000
MBA, Accounting
Siena College 1995 — 1999
BBA, Accounting
Ryan Boate's Marathon Asset Management Experience September 2013 - Present
Job Analyst at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management September 2013 - Present
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics
Fordham Preparatory School 2002 — 2006
High School
Marathon Asset Management September 2013 - Present
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Economics
Fordham Preparatory School 2002 — 2006
High School
Steven Eichenstein's Marathon Asset Management Experience 2006 - Present
Job Managing Director at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management 2006 - Present
PricewaterhouseCoopers LLP December 2003 - September 2006
Goldstein Golub Kessler, LLP January 2003 - December 2003
Leshkowitz and Company, LLP January 1999 - January 2003
Data Research Group July 1997 - December 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Financial Reporting, Securities, Accounting, Financial Statements, Tax, Capital Markets
Education
Touro College
BS, Accounting
Marathon Asset Management 2006 - Present
PricewaterhouseCoopers LLP December 2003 - September 2006
Goldstein Golub Kessler, LLP January 2003 - December 2003
Leshkowitz and Company, LLP January 1999 - January 2003
Data Research Group July 1997 - December 1998
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Financial Reporting, Securities, Accounting, Financial Statements, Tax, Capital Markets
Education
Touro College
BS, Accounting
Hilary Park's Marathon Asset Management Experience 2001 - 2006
Job CSO at LMRKTS
Industry Financial Services
Experience
LMRKTS February 2013 - Present
Hilary Park Jewelry January 2011 - February 2013
Credit Suisse December 2006 - January 2009
Marathon Asset Management 2001 - 2006
Skills
Spanish, Foreign Languages, French, Italian, German, Portuguese, Research, Editing, English, Creative Writing, Microsoft Office, Credit Derivatives, Python, R, Silversmithing, Mathematics, Algorithm Design
Education
Princeton University 1992 — 1996
Bachelor of Arts, Theoretical Mathematics
Princeton University 1992 — 1996
Bachelor of Arts (B.A.), Theoretical Mathematics, Minor Spanish and Italian Literature and Film
LMRKTS February 2013 - Present
Hilary Park Jewelry January 2011 - February 2013
Credit Suisse December 2006 - January 2009
Marathon Asset Management 2001 - 2006
Skills
Spanish, Foreign Languages, French, Italian, German, Portuguese, Research, Editing, English, Creative Writing, Microsoft Office, Credit Derivatives, Python, R, Silversmithing, Mathematics, Algorithm Design
Education
Princeton University 1992 — 1996
Bachelor of Arts, Theoretical Mathematics
Princeton University 1992 — 1996
Bachelor of Arts (B.A.), Theoretical Mathematics, Minor Spanish and Italian Literature and Film
Andrew Sucher-Jacobson's Marathon Asset Management Experience June 2013 - August 2013
Job Vice President at Cerberus Capital Management
Industry Real Estate
Experience
Cerberus Real Estate Capital Management July 2014 - Present
Marathon Asset Management June 2013 - August 2013
Square Mile Capital Management June 2010 - June 2012
The Praedium Group July 2007 - June 2010
Skills
Valuation, Real Estate Private..., Financial Modeling, Private Equity, Due Diligence, Asset Management, Real Estate Economics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Tulane University 2003 — 2004
Finance, General
Cerberus Real Estate Capital Management July 2014 - Present
Marathon Asset Management June 2013 - August 2013
Square Mile Capital Management June 2010 - June 2012
The Praedium Group July 2007 - June 2010
Skills
Valuation, Real Estate Private..., Financial Modeling, Private Equity, Due Diligence, Asset Management, Real Estate Economics
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Tulane University 2003 — 2004
Finance, General
Matthew Perry's Marathon Asset Management Experience January 2013 - Present
Job MD: Global Head of Marketing, Member of Executive Committee, Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management January 2013 - Present
State Street Bank 2011 - 2012
St. Lukes School, New Canaan, Ct. 2008 - 2010
J.P. Morgan 1979 - 2008
Skills
Fixed Income, Hedge Funds, Derivatives, Trading, Equities, Capital Markets, Asset Managment, Investment Banking, Alternative Investments, Options, Portfolio Management, Investments, Bonds, Interest Rate..., Securities
Education
Claremont McKenna College
BA, cum laude
New York University - Leonard N. Stern School of Business
MBA, Finance
Yale University Divinity School
History
Marathon Asset Management January 2013 - Present
State Street Bank 2011 - 2012
St. Lukes School, New Canaan, Ct. 2008 - 2010
J.P. Morgan 1979 - 2008
Skills
Fixed Income, Hedge Funds, Derivatives, Trading, Equities, Capital Markets, Asset Managment, Investment Banking, Alternative Investments, Options, Portfolio Management, Investments, Bonds, Interest Rate..., Securities
Education
Claremont McKenna College
BA, cum laude
New York University - Leonard N. Stern School of Business
MBA, Finance
Yale University Divinity School
History
Gary Uhliar's Marathon Asset Management Experience August 2004 - October 2012
Job Managing Director at Hildene Capital Management
Industry Investment Management
Experience
Hildene Capital Management November 2012 - Present
Marathon Asset Management August 2004 - October 2012
Miller Buckfire June 2002 - August 2004
Skills
Hedge Funds, Alternative Investments, Special Situations, Fixed Income, Asset Managment, Equities, Asset Allocation, Investment Management, Global Macro, Private Equity, Portfolio Management, Bloomberg, MBS, Investments, Capital Markets, ABS, Credit Derivatives, Securities, Emerging Markets, Structured Finance
Education
Choate Rosemary Hall
Yale University
Bachelor's degree, Economics
Hildene Capital Management November 2012 - Present
Marathon Asset Management August 2004 - October 2012
Miller Buckfire June 2002 - August 2004
Skills
Hedge Funds, Alternative Investments, Special Situations, Fixed Income, Asset Managment, Equities, Asset Allocation, Investment Management, Global Macro, Private Equity, Portfolio Management, Bloomberg, MBS, Investments, Capital Markets, ABS, Credit Derivatives, Securities, Emerging Markets, Structured Finance
Education
Choate Rosemary Hall
Yale University
Bachelor's degree, Economics
Isaac Sutton's Marathon Asset Management Experience March 2007 - August 2008
Job Vice President, Century Development & Leasing Ltd
Industry Real Estate
Experience
Ezzi 2012 - Present
Century Development & Leasing Ltd September 2008 - Present
Marathon Asset Management March 2007 - August 2008
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Wisconsin-Madison 2002 — 2006
BBA, Real Estate and Urban Land Economics
Ezzi 2012 - Present
Century Development & Leasing Ltd September 2008 - Present
Marathon Asset Management March 2007 - August 2008
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
University of Wisconsin-Madison 2002 — 2006
BBA, Real Estate and Urban Land Economics
Edward Tabile's Marathon Asset Management Experience June 2012 - Present
Job Fund Controller at Marathon Asset Management
Industry Banking
Experience
Marathon Asset Management June 2012 - Present
Credit Suisse September 2008 - June 2012
National Grid June 2007 - August 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance
Marathon Asset Management June 2012 - Present
Credit Suisse September 2008 - June 2012
National Grid June 2007 - August 2008
Education
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance
Wray Thorn's Marathon Asset Management Experience 2005 - 2011
Job Managing Director at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments 2012 - Present
Marathon Asset Management 2005 - 2011
Fox Paine & Co., LLC 1999 - 2004
Dubilier & Co. 1996 - 1999
Chemical Bank 1993 - 1996
Education
Harvard University 1989 — 1993
Tampa Preparatory School 1985 — 1989
Two Sigma Investments 2012 - Present
Marathon Asset Management 2005 - 2011
Fox Paine & Co., LLC 1999 - 2004
Dubilier & Co. 1996 - 1999
Chemical Bank 1993 - 1996
Education
Harvard University 1989 — 1993
Tampa Preparatory School 1985 — 1989
John Moschella's Marathon Asset Management Experience November 2007 - June 2012
Job Senior Trading Assistant at Laurion Capital Management LP
Industry Investment Management
Experience
Laurion Capital Management LP February 2015 - Present
KLS Diversified Asset Management LP July 2012 - February 2015
Marathon Asset Management November 2007 - June 2012
Citi Group August 2006 - November 2007
Skills
Hedge Funds, Equities, FX Options, Options, Trading, Swaps, Private Equity, Hedging, CDS, Equity Trading, Currency, Funding, Collateral Management, Bloomberg Terminal, VBA, Microsoft Excel, Credit Derivatives, Bloomberg, Financial Risk, Bonds, Fixed Income
Education
Boston University 2008 — 2010
Masters, Finance
State University of New York at Stony Brook 2004 — 2006
Bachelors, Management
St. Peter's College 2002 — 2004
Laurion Capital Management LP February 2015 - Present
KLS Diversified Asset Management LP July 2012 - February 2015
Marathon Asset Management November 2007 - June 2012
Citi Group August 2006 - November 2007
Skills
Hedge Funds, Equities, FX Options, Options, Trading, Swaps, Private Equity, Hedging, CDS, Equity Trading, Currency, Funding, Collateral Management, Bloomberg Terminal, VBA, Microsoft Excel, Credit Derivatives, Bloomberg, Financial Risk, Bonds, Fixed Income
Education
Boston University 2008 — 2010
Masters, Finance
State University of New York at Stony Brook 2004 — 2006
Bachelors, Management
St. Peter's College 2002 — 2004
JB Henderson's Marathon Asset Management Experience September 2008 - Present
Job Senior Vice President / Trader at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management September 2008 - Present
Marathon Asset Management March 2005 - September 2008
Deutsche Bank August 2003 - March 2005
Skills
Hedge Funds, Fixed Income, Bloomberg, Private Equity, Capital Markets, Equities, Alternative Investments, Valuation, Asset Management, Financial Modeling, Derivatives, Fantasy Football, Portfolio Management, Securities, Due Diligence
Education
Lehigh University 1999 — 2003
BS, Economics and Finance
Detroit Country Day School
Marathon Asset Management September 2008 - Present
Marathon Asset Management March 2005 - September 2008
Deutsche Bank August 2003 - March 2005
Skills
Hedge Funds, Fixed Income, Bloomberg, Private Equity, Capital Markets, Equities, Alternative Investments, Valuation, Asset Management, Financial Modeling, Derivatives, Fantasy Football, Portfolio Management, Securities, Due Diligence
Education
Lehigh University 1999 — 2003
BS, Economics and Finance
Detroit Country Day School
Jelena Petrovic's Marathon Asset Management Experience May 2007 - Present
Job Senior Vice President at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management May 2007 - Present
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Belgrade
Bachelor of Engineering (B.Eng.), Structural Engineering
Marathon Asset Management May 2007 - Present
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Belgrade
Bachelor of Engineering (B.Eng.), Structural Engineering
Farah Shahidpour's Marathon Asset Management Experience July 2014 - Present
Job Associate at Marathon Asset Management
Industry Law Practice
Experience
Marathon Asset Management July 2014 - Present
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Appeals, Mediation, Hearings
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
University of Florida
Bachelor of Science, Economics
Marathon Asset Management July 2014 - Present
Skills
Legal Research, Litigation, Legal Writing, Westlaw, Appeals, Mediation, Hearings
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
University of Florida
Bachelor of Science, Economics
Jim Leahy's Marathon Asset Management Experience February 2008 - May 2013
Job Partner at Orical LLP
Industry Investment Management
Experience
Orical LLC September 2013 - Present
Marathon Asset Management February 2008 - May 2013
Skills
Hedge Funds, Private Equity, Asset Managment, Fixed Income, Investments, Valuation, Asset Management, Financial Modeling, Alternative Investments, Capital Markets, Equities
Education
Boston College Law School
Doctor of Law (JD)
Dartmouth College
BA, English
Orical LLC September 2013 - Present
Marathon Asset Management February 2008 - May 2013
Skills
Hedge Funds, Private Equity, Asset Managment, Fixed Income, Investments, Valuation, Asset Management, Financial Modeling, Alternative Investments, Capital Markets, Equities
Education
Boston College Law School
Doctor of Law (JD)
Dartmouth College
BA, English
Brett Jefferson's Marathon Asset Management Experience September 2002 - May 2006
Job President at Hildene Capital Management
Industry Financial Services
Experience
Hildene Capital Management January 2008 - Present
Marathon Asset Management September 2002 - May 2006
Education
Kellogg School of Management 1994 — 1996
Masters of Management, Finance
Syracuse University 1984 — 1988
Bachelor's degree, English
Avon Old Farms 1981 — 1984
Hildene Capital Management January 2008 - Present
Marathon Asset Management September 2002 - May 2006
Education
Kellogg School of Management 1994 — 1996
Masters of Management, Finance
Syracuse University 1984 — 1988
Bachelor's degree, English
Avon Old Farms 1981 — 1984
Ailyn Fun's Marathon Asset Management Experience July 2014 - Present
Job
Industry Investment Management
Experience
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
Prashanth Bobba's Marathon Asset Management Experience 2007 - 2010
Job Executive Director at Indus Capital
Industry Financial Services
Experience
Indus Capital January 2014 - Present
Millennium Partners January 2011 - June 2012
Marathon Asset Management 2007 - 2010
Goldman Sachs 2005 - 2007
The Urban Institute 2004 - 2005
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (MSc), Philosophy
Princeton University 2000 — 2004
AB, Economics
Indus Capital January 2014 - Present
Millennium Partners January 2011 - June 2012
Marathon Asset Management 2007 - 2010
Goldman Sachs 2005 - 2007
The Urban Institute 2004 - 2005
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (MSc), Philosophy
Princeton University 2000 — 2004
AB, Economics
Jason Patel's Marathon Asset Management Experience 2008 - 2014
Job Project Manager at NorthPoint Solutions
Industry Information Technology and Services
Experience
NorthPoint Solutions January 2012 - Present
ACA Technology/NorthPoint Financial September 2008 - Present
Marathon Asset Management 2008 - 2014
NorthPoint Solutions September 2008 - January 2012
Dynamic 1999 - 2006
Skills
Solution Architecture, SDLC, Enterprise Architecture, Software Project..., Agile Methodologies, XML, Software Development, SQL, Microsoft SQL Server, .NET, Project Management, Data Warehousing, Equities, Web Services, Agile Project Management, C#
Education
City University of New York-College of Staten Island 2000 — 2006
Bachelor of Science (B.S.), Mathematics and Computer Science
Si Tech
NorthPoint Solutions January 2012 - Present
ACA Technology/NorthPoint Financial September 2008 - Present
Marathon Asset Management 2008 - 2014
NorthPoint Solutions September 2008 - January 2012
Dynamic 1999 - 2006
Skills
Solution Architecture, SDLC, Enterprise Architecture, Software Project..., Agile Methodologies, XML, Software Development, SQL, Microsoft SQL Server, .NET, Project Management, Data Warehousing, Equities, Web Services, Agile Project Management, C#
Education
City University of New York-College of Staten Island 2000 — 2006
Bachelor of Science (B.S.), Mathematics and Computer Science
Si Tech
David Siegel's Marathon Asset Management Experience June 1998 - Present
Job Portfolio Manager at Marathon Asset Management
Industry Investment Management
Experience
Marathon Asset Management June 1998 - Present
Skills
Convertible Bonds, Equity Derivatives, Hedge Funds, Portfolio Management, Investments, Alternative Investments, Fixed Income, Equities, Bloomberg, Emerging Markets
Education
University of Pennsylvania 1994 — 1998
BSE, Systems Engineering
SHS
Marathon Asset Management June 1998 - Present
Skills
Convertible Bonds, Equity Derivatives, Hedge Funds, Portfolio Management, Investments, Alternative Investments, Fixed Income, Equities, Bloomberg, Emerging Markets
Education
University of Pennsylvania 1994 — 1998
BSE, Systems Engineering
SHS
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group