Philadelphia International Advisors
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Philadelphia International Advisors Employees
Ipreo March 2014 - Present
Ipreo March 2012 - February 2014
Ipreo June 2010 - February 2012
Winter Wyman October 2008 - October 2011
Apprise Software August 2009 - August 2009
Philadelphia International Advisors May 2009 - July 2009
James Lakeland May 2008 - June 2008
Education
Bentley University 2006 — 2010
B.S., Economics-Finance and Global Perspectives
Royal Holloway University, College of London
Philadelphia International Advisors January 2002 - May 2013
Philadelphia International Advisors January 2002 - May 2013
Philadelphia International Advisors 2002 - 2013
Glenmede May 1995 - January 2002
Corestates & Mellon Bank 1992 - 1995
Skills
Advent AXYS, Solomon,..., Account Reconciliation, Finance, Auditing, Accounting, General Ledger, Accounts Payable, Accounts Receivable, Budgets, Variance Analysis, Portfolio Management, Journal Entries, Invoicing, Fixed Assets, Expenses
Education
Rutgers, The State University of New Jersey-Camden 1990 — 1992
Bachelor's degree, Accounting
Fairleigh Dickinson University-College at Florham 1982 — 1986
Bachelor's degree, Marketing with a concentration in Finance
Northern Trust February 2013 - December 2013
Driehaus Capital Management September 2011 - August 2012
Philadelphia International Advisors June 2007 - September 2011
Education
Drexel University 2002 — 2007
Bachelor of Business Administration (BBA)
Epoch Investment Partners, Inc. March 2014 - Present
Philadelphia International Advisors March 2005 - March 2014
RogersCasey 2002 - 2005
RogersCasey 1998 - 2002
Skills
Alternative Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Competitive Analysis, Investments, Portfolio Management, Institutional..., Analytics, Asset Management, Management, CRM, Hedge Funds, Investment Strategies, Bloomberg
Education
University of Maryland College Park 1992 — 1996
B.S., Accounting, Stern Business School
Philadelphia International Advisors July 2013 - August 2013
Shenzhen Development Bank May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
Bachelors Degree, B.S. Finance
BlueCrest Capital Management, LLP September 2012 - Present
Morgan Stanley February 2011 - August 2012
Morgan Stanley August 2009 - January 2011
Morgan Stanley August 2008 - July 2009
Morgan Stanley April 2007 - July 2008
Morgan Stanley December 2005 - March 2007
The FulServ Group, LLC June 2004 - August 2004
Philadelphia International Advisors June 2001 - August 2001
Skills
Credit, Bonds, Derivatives, Fixed Income, Bloomberg, Excel, Valuation, FX, Debt, Loans, Prime Brokerage, Structured Products, Reconciliation
Education
The American University of Paris 2001 — 2005
B.S, Applied International Finance 2005
New York University
ADVANCED CERTIFICATE IN FINANCIAL ANALYSIS
Pace University - Lubin School of Business
Brandywine Global October 2012 - Present
Driehaus Capital Management April 2010 - July 2012
Wanger Investment Management September 2009 - April 2010
Philadelphia International Advisors March 2008 - July 2009
Philadelphia International Advisors May 2006 - April 2008
Rodney White Center for Financial Research, The Wharton School September 2003 - May 2006
Education
University of Pennsylvania 2002 — 2006
BA, major: Economics; minors: History, Legal Studies
Schroders June 2013 - Present
Carret Asset Management January 2013 - April 2013
Philadelphia International Advisors June 2008 - December 2012
BISYS September 2006 - May 2008
Skills
Equities, Mutual Funds, Bloomberg, Asset Management, Investment Management, Financial Analysis, Valuation, Hedge Funds, Financial Modeling, Securities, Asset Allocation, Investments, Corporate Finance, Private Equity
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance, 3.6/4.0
Drexel University - College of Business and Administration 2003 — 2008
Bsc, Finance, 3.4/4.0
Philadelphia International Advisors 2004 - Present
The Glenmede Trust Company, N.A. 1995 - 2003
Skills
Equities, Portfolio Management, Asset Management, Bloomberg, Mutual Funds, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Investment Management, FactSet
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor's Degree, Economics
Logan Capital Management, Inc. April 2015 - Present
Philadelphia International Advisors April 2004 - April 2015
Jurika & Voyles November 1994 - March 2004
Boston Scientific August 1990 - October 1994
Sigma Phi Epsilon January 1986 - July 1990
Procter & Gamble July 1984 - December 1985
Skills
Investments, Investment Management, Equities, Sales, Asset Management, Microsoft Office, Strategic Planning, Business Development, Mutual Funds
Education
University of Connecticut 1979 — 1983
BS, Environmental Horticulture
University of Connecticut, Storrs, CT 1979 — 1983
Bachelor of Science (B.S.)
Edge Asset Management, Inc. January 2015 - Present
University of Denver September 2013 - June 2014
University of Denver January 2014 - March 2014
Single Principal Family Office June 2013 - July 2013
Philadelphia International Advisors June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Research, Customer Service, Time Management, Teamwork, Public Speaking, PowerPoint, Social Media, Finance, Analysis, Facebook
Education
University of Denver 2010 — 2014
BSBA, Finance, Economics, Management
University of Denver - Daniels College of Business 2010 — 2014
BSBA, Finance, Economics, Management
City University London 2012 — 2012
Finance and Economics
Mountain Vista High School 2006 — 2010
High School
Philadelphia International Advisors January 2002 - Present
Glenmede Trust Company September 1999 - January 2002
Vanguard June 1997 - September 1999
Vanguard February 1996 - June 1997
Skills
Asset Allocation, Due Diligence, Equities, Mutual Funds, Asset Management
Education
Villanova University 1997 — 1999
Master of Business Administration (MBA), Finance, General
Albright College 1991 — 1995
Bachelor of Science (BS), Business
DecisionOne October 2013 - Present
DecisionOne May 2008 - October 2013
Philadelphia International Advisors August 2001 - October 2006
Drexel University August 2000 - March 2003
Skills
Creative Problem Solving, Public Speaking, Leading Change, Training, Outsourcing, Mergers, Acquisitions, New Business..., Process Simulation, Team Building, Coaching, Program Management, Process Improvement, Strategic Planning, Team Leadership, Salesforce.com, Contract Negotiation, Strategy, IT Service Management, Leadership, Customer Satisfaction, Management, Business Process..., Cross-functional Team..., Business Analysis, Team Management, Change Management, Sourcing, Project Management, Business Process, Leadership Development, Vendor Management, Continuous Improvement, CRM, Mergers & Acquisitions, ITIL, Integration, Data Center, SaaS, Professional Services, Software Documentation, Operations Management, Service Delivery
Education
Cabrini College 2006 — 2007
Bachelors, Organizational Management
West Catholic Highschool 1992 — 1995
Comcast July 2014 - Present
Comcast July 2012 - July 2014
Comcast May 2011 - August 2011
Philadelphia International Advisors May 2010 - January 2011
Rivermark, LLC May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Forecasting, Market Research, Strategy, Product Development, Financial Forecasting, Budget Process, Economics, Auditing
Education
Emory University 2008 — 2012
BA, International Economics and Environmental Studies
Germantown Friends School 1996 — 2008
High School Diploma
Latin American Economic Development Association, Inc. January 2011 - Present
PHILADELPHIA INTERNATIONAL ADVISORS May 2009 - July 2009
TEMPLE UNIVERSITY OFFICE of INTERNATIONAL SERVICES August 2006 - May 2009
Skills
Marketing, Community Outreach, Public Speaking, Entrepreneurship, Valuation, Investments, Spanish, Interpersonal..., Finance
Education
TEMPLE UNIVERSITY, Fox School of Business 2006 — 2010
Bachelor, Business Administration; Finance & International Business Administration
Temple University - Fox School of Business and Management 2006 — 2010
BAA, Finance and International Business
Hamilton Lane May 2015 - Present
Philadelphia International Advisors 2007 - May 2015
Philadelphia International Advisors 2005 - 2007
Vanguard 2003 - 2005
Vanguard 2001 - 2003
Vanguard 2000 - 2001
Skills
FactSet, Excel, Bloomberg, CAPS, Microsoft Office, Performance Measurement, Performance Attribution, Zephyr, Microsoft Excel, Investment Management, Mutual Funds, Equities, Portfolio Management, Asset Management, Fixed Income, Financial Services, Investments, Finance, Asset Allocation, Valuation, Financial Analysis
Education
Penn State University 1995 — 1999
Bachelor of Science, Finance
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Naples Global Advisors, LLC September 2014 - August 2015
Stillwater Capital Advisors 2015 - 2015
Philadelphia International Advisors January 2002 - July 2014
The Glenmede Trust Company (predecessor to Philadelphia International Advisors) November 1997 - January 2002
Denver Investment Advisors November 1991 - November 1997
Skills
Investments, Asset Managment, International investment, Financial Analysis, Equity Research, Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Equities, Emerging Markets, international equities, Financial Modeling, Securities, Investment Management, Due Diligence
Education
University of Denver
Master of Business Administration (MBA)
University of Colorado at Boulder
BA, Economics
Glenmede Investment Management July 2015 - Present
Philadelphia International Advisors January 2002 - June 2015
Glenmede Trust Company August 2000 - December 2001
Skills
Institutional..., Client Development, Sales Management, Marketing Management, Compliance, SEC filings, Mutual Funds, Client Relations Skills, Investment Advisory, IT Management, IT Operations, Asset Management, Equities, Asset Allocation, Investment Management, Hedge Funds, Portfolio Management, Investments, Securities, Foreign Investment
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA, Finance
Carnegie Mellon University 1992 — 1994
MS, Civil/Environmental Engineering
Lehigh University 1985 — 1989
BA, Biology
Philadelphia International Advisors May 2011 - March 2015
Philadelphia International Advisors, LP 2002 - March 2015
Philadelphia International Advisors, LP 2008 - 2011
Philadelphia International Advisors, LP 2007 - 2008
Philadelphia International Advisors, LP 2002 - 2007
The Glenmede Trust Company, N.A. 2000 - 2001
PaineWebber, Inc. 1998 - 2000
Skills
Bloomberg, Equities, Performance Attribution, FactSet, CAPS, Microsoft Excel, Microsoft Word, Outlook, Mutual Funds, ITG Compliance & System..., Advent AXYS, Securities, Analysis
Education
Temple University - Fox School of Business and Management
Bachelor’s Degree, Finance
Segall Bryant & Hamill June 2015 - Present
Philadelphia International Advisors July 2012 - June 2015
Philadelphia International Advisors June 2004 - July 2012
Delaware Investments February 2002 - June 2004
GMO August 1997 - February 2002
Education
Harvard University
Doctor of Philosophy (Ph.D.)
Massachusetts Institute of Technology
Master's degree
Massachusetts Institute of Technology
Bachelor's degree
Outpoint Capital April 2013 - Present
2nd Nature, LLC September 2012 - January 2013
Wellington Management June 2011 - August 2011
Philadelphia International Advisors June 2010 - August 2010
BNP Paribas January 2010 - June 2010
BNP Paribas January 2008 - January 2010
BNP Paribas July 2005 - January 2008
Acharne Capital Management June 2004 - August 2004
Skills
Equities, Finance, Capital Markets, Financial Modeling, Hedge Funds, Valuation, Emerging Markets, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Equity Derivatives, Equity Research, Private Equity, Investments, Financial Analysis, Structured Products, Financial Markets, Due Diligence, Business Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting and Economics
Carnegie Mellon University - Tepper School of Business 2001 — 2005
BS, Business Administration with a concentration on Finance
Philadelphia International Advisors 2010 - Present
Ironbound Capital Management 2007 - 2010
Merrill Lynch Investment Managers 2004 - 2006
Merrill Lynch Investment Managers 2002 - 2004
Skills
CFA Charter Holder, Native Speaker of...
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Master of Arts (M.A.), Statistics
Peking University
Bachelor's degree, Statistics
Philadelphia International Advisors September 2005 - Present
1838 Investment Advisors May 1992 - September 2004
SEI November 1987 - May 1992
Skills
Mutual Funds, Finance, Accounting, Equities, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Allocation, Risk Management, Investments, Financial Planning, Hedge Funds, Management
Education
Drexel University - College of Business and Administration 1980 — 1985
BS, Accounting
Philadelphia International Advisors August 2000 - Present
Vanguard August 1999 - August 2000
The Vanguard Group 1999 - 2000
Glenmede 1999 - 2000
Skills
Portfolio Management, Quantitative Research, Quantitative Analytics, Portfolio Optimization, Matlab, Northfield, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Securities, Asset Management, Equities, Mutual Funds, Investments, Asset Allocation, Investment Management, Trading
Education
Penn State University 1993 — 1997
Finance & International Business
Philadelphia International Advisors April 2014 - June 2015
Aberdeen Asset Management September 2006 - April 2014
Education
Saint Joseph's University
Master of Business Administration (M.B.A.)
Temple University
Bachelor’s Degree, English