Portfolio Advisors, LLC
Industry: Capital market company
DescriptionFounded: 1994 CFO: Lauren Johnson (Corporate) Chief compliance officer: Dan Dwyer CTO: Thomas Broderick SVPs: Michael Chen, Chris Choi (Asia), John Fagan, Managing directors: Brian Murphy, Adam Clemens, VPs: Al Buchetto, John Graham, Tim Henn, Michael Jenson (U.s.), Christian Peiffer, Alexander von Wolffradt (Europe), Weibo Xiong
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Portfolio Advisors, LLC Employees
Employee
Years
Job
Industry
Scott Havertz Scott Havertz's Portfolio Advisors, LLC Experience September 2010 - December 2010
Job Senior Research Associate at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox June 2013 - Present
Dodge & Cox June 2011 - June 2013
Portfolio Advisors, LLC September 2010 - December 2010
Skills
Equities, Equity Valuation, Investment Banking, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Investment Management, Alternative Investments, Data Analysis, Finance, Value Investing, Mutual Funds, DCF
Education
Brigham Young University 2005 — 2011
BS, Finance
Dodge & Cox June 2013 - Present
Dodge & Cox June 2011 - June 2013
Portfolio Advisors, LLC September 2010 - December 2010
Skills
Equities, Equity Valuation, Investment Banking, Portfolio Management, Hedge Funds, Capital Markets, Fixed Income, Asset Management, Investment Management, Alternative Investments, Data Analysis, Finance, Value Investing, Mutual Funds, DCF
Education
Brigham Young University 2005 — 2011
BS, Finance
Daniel Ziznewski Daniel Ziznewski's Portfolio Advisors, LLC Experience January 2013 - April 2013
Job Investment Analyst at Homrich Berg
Industry Investment Management
Experience
Homrich Berg June 2014 - Present
Portfolio Advisors, LLC January 2013 - April 2013
Portfolio Advisors, LLC January 2011 - December 2012
Portfolio Advisors, LLC August 2009 - January 2011
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Valuation, Venture Capital, LBO, Portfolio Management, Investment Banking, Asset Management, Table Tennis, Bloomberg
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance
Bucknell University 2005 — 2009
Bachelor of Science (B.S.), Economics, Spanish
Homrich Berg June 2014 - Present
Portfolio Advisors, LLC January 2013 - April 2013
Portfolio Advisors, LLC January 2011 - December 2012
Portfolio Advisors, LLC August 2009 - January 2011
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Private Equity, Valuation, Venture Capital, LBO, Portfolio Management, Investment Banking, Asset Management, Table Tennis, Bloomberg
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance
Bucknell University 2005 — 2009
Bachelor of Science (B.S.), Economics, Spanish
Rustin Fullmer's Portfolio Advisors, LLC Experience June 2009 - August 2009
Job Business Strategy & Strategic Planning at Adobe
Industry Computer Software
Experience
Adobe, Digital Marketing May 2014 - Present
Adobe, Digital Marketing February 2014 - May 2014
Adobe, Digital Marketing December 2011 - January 2014
Adobe, Digital Marketing March 2010 - December 2011
BYU Cougar Capital February 2009 - April 2010
OrangeSoda September 2009 - December 2009
Portfolio Advisors, LLC June 2009 - August 2009
Omniture May 2009 - July 2009
vSpring Capital April 2008 - August 2008
Atlas Ventures July 2005 - December 2007
Skills
Business Strategy, Strategy, Business Development, Management, Leadership, Entrepreneurship, Start-ups, Marketing Strategy, Strategic Partnerships, Venture Capital, Due Diligence, E-commerce, Market Research, Competitive Analysis, Business Planning, CRM, Digital Marketing, Strategic Planning, Strategic Consulting, Analysis, Project Management, Go-to-market Strategy, Business Valuation, Market Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Executive Scholars Program
Stanford University 2010 — 2012
Advanced Project Management
Brigham Young University 2008 — 2010
MBA, Marketing, Finance and Strategy, 3.8
Brigham Young University 2001 — 2005
BS
Adobe, Digital Marketing May 2014 - Present
Adobe, Digital Marketing February 2014 - May 2014
Adobe, Digital Marketing December 2011 - January 2014
Adobe, Digital Marketing March 2010 - December 2011
BYU Cougar Capital February 2009 - April 2010
OrangeSoda September 2009 - December 2009
Portfolio Advisors, LLC June 2009 - August 2009
Omniture May 2009 - July 2009
vSpring Capital April 2008 - August 2008
Atlas Ventures July 2005 - December 2007
Skills
Business Strategy, Strategy, Business Development, Management, Leadership, Entrepreneurship, Start-ups, Marketing Strategy, Strategic Partnerships, Venture Capital, Due Diligence, E-commerce, Market Research, Competitive Analysis, Business Planning, CRM, Digital Marketing, Strategic Planning, Strategic Consulting, Analysis, Project Management, Go-to-market Strategy, Business Valuation, Market Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Executive Scholars Program
Stanford University 2010 — 2012
Advanced Project Management
Brigham Young University 2008 — 2010
MBA, Marketing, Finance and Strategy, 3.8
Brigham Young University 2001 — 2005
BS
Mckay Dunn, CFA's Portfolio Advisors, LLC Experience February 2008 - Present
Job Senior Associate at Portfolio Advisors, LLC
Industry Investment Management
Experience
Portfolio Advisors, LLC February 2008 - Present
Skills
Microsoft Office, Korean, Finance, Venture Capital, Private Equity, Financial Modeling, Marketing, Financial Analysis, Management, Due Diligence, Investments, Valuation, Analysis, Corporate Finance, LBO, Microsoft Excel, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Virginia University 2004 — 2007
Bachelor of Arts (BA), Finance
Brigham Young University 2003 — 2004
Finance and Financial Management Services
Portfolio Advisors, LLC February 2008 - Present
Skills
Microsoft Office, Korean, Finance, Venture Capital, Private Equity, Financial Modeling, Marketing, Financial Analysis, Management, Due Diligence, Investments, Valuation, Analysis, Corporate Finance, LBO, Microsoft Excel, Public Speaking
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Virginia University 2004 — 2007
Bachelor of Arts (BA), Finance
Brigham Young University 2003 — 2004
Finance and Financial Management Services
Jacob Murphy Jacob Murphy's Portfolio Advisors, LLC Experience March 2011 - April 2011
Job Account Executive at IMG BYU
Industry Marketing and Advertising
Experience
IMG July 2014 - Present
Eaton Partners, LLC January 2014 - April 2014
43 Degrees North September 2012 - December 2012
The Aclaime Group March 2012 - April 2012
Portfolio Advisors, LLC March 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2008 - August 2010
Darien High School January 2008 - January 2010
Squeegee Clean Windows May 2008 - July 2008
Skills
Microsoft Excel, Teamwork, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Bloomberg Terminal, Social Networking, Training, Sales, Research, Finance, Customer Service, Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Virginia University 2007 — 2008
Bachelor of Science, Business Management; Financial Management
IMG July 2014 - Present
Eaton Partners, LLC January 2014 - April 2014
43 Degrees North September 2012 - December 2012
The Aclaime Group March 2012 - April 2012
Portfolio Advisors, LLC March 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2008 - August 2010
Darien High School January 2008 - January 2010
Squeegee Clean Windows May 2008 - July 2008
Skills
Microsoft Excel, Teamwork, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Bloomberg Terminal, Social Networking, Training, Sales, Research, Finance, Customer Service, Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Virginia University 2007 — 2008
Bachelor of Science, Business Management; Financial Management
James Atcheson, CAIA James Atcheson, CAIA's Portfolio Advisors, LLC Experience February 2013 - Present
Job Vice President at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC February 2013 - Present
Rocaton Investment Advisors 2010 - 2013
Emory University, Goizueta 2009 - 2010
Fortress Group 2007 - 2009
Opus Trading Fund, LLC 2005 - 2007
Skills
Alternative Investments, Private Equity, Real Estate, Fund Of Funds, Finance, Trading, Mutual Funds, Financial Analysis, Asset Management, Portfolio Management
Education
Emory University - Goizueta Business School 2009 — 2010
M.B.A.
University of Georgia - Terry College of Business 2000 — 2004
BBA
Portfolio Advisors, LLC February 2013 - Present
Rocaton Investment Advisors 2010 - 2013
Emory University, Goizueta 2009 - 2010
Fortress Group 2007 - 2009
Opus Trading Fund, LLC 2005 - 2007
Skills
Alternative Investments, Private Equity, Real Estate, Fund Of Funds, Finance, Trading, Mutual Funds, Financial Analysis, Asset Management, Portfolio Management
Education
Emory University - Goizueta Business School 2009 — 2010
M.B.A.
University of Georgia - Terry College of Business 2000 — 2004
BBA
Alex Tovmasyan Alex Tovmasyan's Portfolio Advisors, LLC Experience 2011 - 2011
Job Innovative Customer Centric Project Manager with Large Multinational Corporate Experience
Industry Consumer Services
Experience
ADT January 2014 - Present
Devcon Security July 2012 - December 2013
eBay June 2012 - July 2012
Brigham Young University August 2010 - April 2012
Portfolio Advisors, LLC 2011 - 2011
Anheuser-Busch InBev February 2010 - July 2010
Coca-Cola HBC December 2005 - October 2007
Coca-Cola HBC October 2005 - November 2005
Coca-Cola HBC April 2005 - September 2005
Skills
Creative Problem Solving, Highly Analytical, Intercultural..., Multicultural Teamwork, Customer Relations, Inventory Management, Social Media, Leadership, Project Management, Business Analysis, Microsoft Excel, PowerPoint, VBA, SQL, Databases, Data Integrity, Data Analysis, Teamwork, Process Improvement, Operations Management, Russian, Training, Management, Business Process..., CRM, Customer Service, Business Development, Strategy, Start-ups, Cross-functional Team..., Analysis, Project Planning, Team Leadership, Forecasting, Logistics, Market Research, Analytics
Education
Brigham Young University 2010 — 2012
MBA, Operations/Marketing/Finance
Волгоградский Государственный Университет 2000 — 2005
Bachelor of Arts (BA), English, Western European Studies
ADT January 2014 - Present
Devcon Security July 2012 - December 2013
eBay June 2012 - July 2012
Brigham Young University August 2010 - April 2012
Portfolio Advisors, LLC 2011 - 2011
Anheuser-Busch InBev February 2010 - July 2010
Coca-Cola HBC December 2005 - October 2007
Coca-Cola HBC October 2005 - November 2005
Coca-Cola HBC April 2005 - September 2005
Skills
Creative Problem Solving, Highly Analytical, Intercultural..., Multicultural Teamwork, Customer Relations, Inventory Management, Social Media, Leadership, Project Management, Business Analysis, Microsoft Excel, PowerPoint, VBA, SQL, Databases, Data Integrity, Data Analysis, Teamwork, Process Improvement, Operations Management, Russian, Training, Management, Business Process..., CRM, Customer Service, Business Development, Strategy, Start-ups, Cross-functional Team..., Analysis, Project Planning, Team Leadership, Forecasting, Logistics, Market Research, Analytics
Education
Brigham Young University 2010 — 2012
MBA, Operations/Marketing/Finance
Волгоградский Государственный Университет 2000 — 2005
Bachelor of Arts (BA), English, Western European Studies
McKay Potter's Portfolio Advisors, LLC Experience June 2011 - August 2011
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
Marriott School of Management March 2014 - May 2015
EY, Transaction Advisory Services June 2014 - August 2014
U.S. Senate Committee on Finance August 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
Portfolio Advisors, LLC June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Research, Business Strategy, Business Writing, Leadership, Social Media, Marketing, Market Research, Private Equity, Data Analysis, Microsoft Excel, PowerPoint, Strategy, Financial Analysis, Nonprofits, Microsoft Word, Fundraising, Economics, Billiards
Education
Brigham Young University
Business Strategy & Political Science
Jerusalem Center for Near Eastern Studies
Darien High School
Student Body President
L.E.K. Consulting September 2015 - Present
Marriott School of Management March 2014 - May 2015
EY, Transaction Advisory Services June 2014 - August 2014
U.S. Senate Committee on Finance August 2012 - December 2012
UBS Wealth Management June 2012 - August 2012
Portfolio Advisors, LLC June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Research, Business Strategy, Business Writing, Leadership, Social Media, Marketing, Market Research, Private Equity, Data Analysis, Microsoft Excel, PowerPoint, Strategy, Financial Analysis, Nonprofits, Microsoft Word, Fundraising, Economics, Billiards
Education
Brigham Young University
Business Strategy & Political Science
Jerusalem Center for Near Eastern Studies
Darien High School
Student Body President
John Murphy-Kennelly John Murphy-Kennelly's Portfolio Advisors, LLC Experience October 2013 - Present
Job Analyst at Portfolio Advisors, LLC
Industry Financial Services
Experience
Portfolio Advisors, LLC October 2013 - Present
Modera Wealth Management June 2012 - August 2012
Modera Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Worldox, Sales Logix, Conversational Spanish, Leadership, Dependable Team Player, Spanish, Access, Economics, Teamwork, Microsoft Office, Social Networking, Public Speaking, Financial Analysis, Social Media, Creative Problem Solving, Creativity, Creative Solutions, Data Analysis, Outlook, Time Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (BS), Finance
Universitat Ramon Llull
Portfolio Advisors, LLC October 2013 - Present
Modera Wealth Management June 2012 - August 2012
Modera Wealth Management June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Worldox, Sales Logix, Conversational Spanish, Leadership, Dependable Team Player, Spanish, Access, Economics, Teamwork, Microsoft Office, Social Networking, Public Speaking, Financial Analysis, Social Media, Creative Problem Solving, Creativity, Creative Solutions, Data Analysis, Outlook, Time Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (BS), Finance
Universitat Ramon Llull
Milan KC Milan KC's Portfolio Advisors, LLC Experience August 2010 - December 2010
Job Product Control
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
PwC September 2012 - Present
Brigham Young University August 2010 - December 2011
Global Financial Advisors August 2010 - December 2010
Portfolio Advisors, LLC August 2010 - December 2010
Ensign Peak Advisors January 2010 - April 2010
Seton Hill University 2007 - 2008
Skills
Private Equity, Microsoft Word, Investments, Portfolio Management, Valuation, Strategic Financial..., Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Finance
Education
Brigham Young University 2009 — 2011
Bachelors in Finance, Finance
Seton Hill University 2007 — 2008
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
PwC September 2012 - Present
Brigham Young University August 2010 - December 2011
Global Financial Advisors August 2010 - December 2010
Portfolio Advisors, LLC August 2010 - December 2010
Ensign Peak Advisors January 2010 - April 2010
Seton Hill University 2007 - 2008
Skills
Private Equity, Microsoft Word, Investments, Portfolio Management, Valuation, Strategic Financial..., Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Finance
Education
Brigham Young University 2009 — 2011
Bachelors in Finance, Finance
Seton Hill University 2007 — 2008
Curtis Roby Curtis Roby's Portfolio Advisors, LLC Experience April 2013 - May 2015
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Portfolio Advisors, LLC April 2013 - May 2015
Bank of America Merrill Lynch July 2011 - March 2013
Skills
Private Equity, Investment Banking, Valuation, Series 79, Series 63, Capital Markets, Financial Modeling, LBO, Mezzanine, Leveraged Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Trinity High School 2003 — 2007
Portfolio Advisors, LLC April 2013 - May 2015
Bank of America Merrill Lynch July 2011 - March 2013
Skills
Private Equity, Investment Banking, Valuation, Series 79, Series 63, Capital Markets, Financial Modeling, LBO, Mezzanine, Leveraged Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Trinity High School 2003 — 2007
Tim Toska Tim Toska's Portfolio Advisors, LLC Experience January 2008 - June 2013
Job Client Director at Carta Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
Carta Fund Services, LLC July 2013 - Present
Portfolio Advisors, LLC January 2008 - June 2013
KPMG August 2004 - January 2008
Ark Asset Management 2000 - 2001
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Private Equity, Accounting, US GAAP, Due Diligence, Corporate Finance, Valuation, SEC filings, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Accounting, CPA, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Corporate Finance, Financial Instruments and Markets, and Global Business
Penn State University 2000 — 2004
BS, Accounting
Carta Fund Services, LLC July 2013 - Present
Portfolio Advisors, LLC January 2008 - June 2013
KPMG August 2004 - January 2008
Ark Asset Management 2000 - 2001
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Private Equity, Accounting, US GAAP, Due Diligence, Corporate Finance, Valuation, SEC filings, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Accounting, CPA, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Corporate Finance, Financial Instruments and Markets, and Global Business
Penn State University 2000 — 2004
BS, Accounting
Drew Kirkeby's Portfolio Advisors, LLC Experience January 2013 - July 2013
Job Client Manager at Carta Fund Services
Industry Financial Services
Experience
CARTA Fund Services, LLC April 2015 - Present
CARTA Fund Services, LLC July 2013 - April 2015
Portfolio Advisors LLC January 2013 - July 2013
Portfolio Advisors LLC January 2012 - December 2012
Portfolio Advisors LLC December 2010 - December 2011
PwC June 2008 - December 2010
University of New Haven August 2008 - March 2009
Skills
Hedge Funds, Private Equity, Finance, Financial Audits, Fund Accounting, Accounting, Capital Allocation, Financial Reporting, Equities, Mutual Funds, Venture Capital
Education
University of New Haven 2004 — 2009
BA, Finance, Accounting, Business Admin.
Shelton High School
CARTA Fund Services, LLC April 2015 - Present
CARTA Fund Services, LLC July 2013 - April 2015
Portfolio Advisors LLC January 2013 - July 2013
Portfolio Advisors LLC January 2012 - December 2012
Portfolio Advisors LLC December 2010 - December 2011
PwC June 2008 - December 2010
University of New Haven August 2008 - March 2009
Skills
Hedge Funds, Private Equity, Finance, Financial Audits, Fund Accounting, Accounting, Capital Allocation, Financial Reporting, Equities, Mutual Funds, Venture Capital
Education
University of New Haven 2004 — 2009
BA, Finance, Accounting, Business Admin.
Shelton High School
David Smolens David Smolens's Portfolio Advisors, LLC Experience May 2009 - August 2009
Job Analyst at Apollo Global Management LLC
Industry Banking
Experience
Apollo Global Management LLC November 2014 - Present
Citi June 2013 - October 2014
First Reserve Corporation May 2012 - May 2013
Credit Suisse June 2011 - August 2011
First Reserve Corporation January 2011 - January 2011
First Reserve Corporation July 2010 - August 2010
Portfolio Advisors, LLC May 2009 - August 2009
Skills
Private Equity, Alternative Investments, Investment Banking, Valuation, Investments, Due Diligence, Financial Modeling, Public Equity Offerings, initial public offerings, Mergers & Acquisitions, Bank Mergers, Capital Markets, Equity Capital Markets, Debt & Equity Capital..., LBO
Education
University of Notre Dame 2010 — 2012
BA, Economics
Trinity College-Hartford 2008 — 2010
BA, Economics
Apollo Global Management LLC November 2014 - Present
Citi June 2013 - October 2014
First Reserve Corporation May 2012 - May 2013
Credit Suisse June 2011 - August 2011
First Reserve Corporation January 2011 - January 2011
First Reserve Corporation July 2010 - August 2010
Portfolio Advisors, LLC May 2009 - August 2009
Skills
Private Equity, Alternative Investments, Investment Banking, Valuation, Investments, Due Diligence, Financial Modeling, Public Equity Offerings, initial public offerings, Mergers & Acquisitions, Bank Mergers, Capital Markets, Equity Capital Markets, Debt & Equity Capital..., LBO
Education
University of Notre Dame 2010 — 2012
BA, Economics
Trinity College-Hartford 2008 — 2010
BA, Economics
Jake Starke's Portfolio Advisors, LLC Experience August 2014 - Present
Job Analyst at Portfolio Advisors
Industry Financial Services
Experience
Portfolio Advisors, LLC August 2014 - Present
Bates College September 2012 - April 2014
Beck Bode Wealth Management, LLC June 2013 - August 2013
Caddie Master Enterprises June 2012 - August 2012
Skills
Reporting & Analysis, Research, Statistics, Economics, Econometrics, PowerPoint, Stata, Portfolio Management, EViews, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Financial Modeling
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Economics and Mathematics
Bullis School 2006 — 2010
Portfolio Advisors, LLC August 2014 - Present
Bates College September 2012 - April 2014
Beck Bode Wealth Management, LLC June 2013 - August 2013
Caddie Master Enterprises June 2012 - August 2012
Skills
Reporting & Analysis, Research, Statistics, Economics, Econometrics, PowerPoint, Stata, Portfolio Management, EViews, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Financial Modeling
Education
Bates College 2010 — 2014
Bachelor of Arts (BA), Economics and Mathematics
Bullis School 2006 — 2010
Megan Rose Testa's Portfolio Advisors, LLC Experience March 2008 - July 2010
Job Analyst at Jacobs | Doland
Industry Architecture & Planning
Experience
Jacobs Doland June 2014 - Present
Mercury Media November 2012 - June 2014
GE Water & Process Technologies March 2012 - November 2012
Lead Smarter Associates July 2010 - March 2012
Portfolio Advisors, LLC March 2008 - July 2010
Attend September 2007 - December 2007
Berlin, Vienna, Budapest, & Prague July 2007 - July 2007
Skills
Process Improvement, Financial Analysis, Financial Reporting, Accounting, SAP, Microsoft Excel, Analysis, Variance Analysis, Social Media, Online Marketing, Microsoft Office, Data Analysis, Forecasting
Education
State University of New York College at Geneseo 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting
Jacobs Doland June 2014 - Present
Mercury Media November 2012 - June 2014
GE Water & Process Technologies March 2012 - November 2012
Lead Smarter Associates July 2010 - March 2012
Portfolio Advisors, LLC March 2008 - July 2010
Attend September 2007 - December 2007
Berlin, Vienna, Budapest, & Prague July 2007 - July 2007
Skills
Process Improvement, Financial Analysis, Financial Reporting, Accounting, SAP, Microsoft Excel, Analysis, Variance Analysis, Social Media, Online Marketing, Microsoft Office, Data Analysis, Forecasting
Education
State University of New York College at Geneseo 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting
William Simonton William Simonton's Portfolio Advisors, LLC Experience 2008 - 2010
Job Partner, Incline Global Management LLC
Industry Investment Management
Experience
Incline Global Management, LLC May 2014 - Present
Tyrian Investments, LP September 2013 - April 2014
Greenhill & Co. 2013 - 2013
KGS-Alpha Capital Markets, L.P. 2010 - 2012
Portfolio Advisors, LLC 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Investments, Investment Banking, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Valuation, Private Equity, Fixed Income, Corporate Finance, Equity Research, Bloomberg
Education
Columbia Business School 2011 — 2014
MBA, Applied Value Investing Program
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Finance, Accounting
Incline Global Management, LLC May 2014 - Present
Tyrian Investments, LP September 2013 - April 2014
Greenhill & Co. 2013 - 2013
KGS-Alpha Capital Markets, L.P. 2010 - 2012
Portfolio Advisors, LLC 2008 - 2010
UBS Investment Bank 2007 - 2008
Skills
Investments, Investment Banking, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Valuation, Private Equity, Fixed Income, Corporate Finance, Equity Research, Bloomberg
Education
Columbia Business School 2011 — 2014
MBA, Applied Value Investing Program
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Finance, Accounting
Greg Garrett Greg Garrett's Portfolio Advisors, LLC Experience PartnerAdams Street PartnersFebruary 2001 - January 2010
Job Managing Director at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC PartnerAdams Street PartnersFebruary 2001 - January 2010
The Boston Consulting Group August 1996 - February 2001
USAF 1987 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Portfolio Advisors, LLC PartnerAdams Street PartnersFebruary 2001 - January 2010
The Boston Consulting Group August 1996 - February 2001
USAF 1987 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Amy Newlan Amy Newlan's Portfolio Advisors, LLC Experience March 2004 - June 2005
Job Director, Client Development
Industry Financial Services
Experience
iLEVEL April 2013 - Present
J.P. Morgan June 2005 - March 2013
Portfolio Advisors, LLC March 2004 - June 2005
Skills
Alternative Investments, Private Equity, Fund Of Funds, Secondaries, Hedge Funds, Client Management, Valuation, Investor Relations, Middle Office, Financial Services, Business Development, Product Management, Fund Administration
Education
Bucknell University 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management, Economics
Temple University - Rome, Italy 2002 — 2002
Study Abroad Program
iLEVEL April 2013 - Present
J.P. Morgan June 2005 - March 2013
Portfolio Advisors, LLC March 2004 - June 2005
Skills
Alternative Investments, Private Equity, Fund Of Funds, Secondaries, Hedge Funds, Client Management, Valuation, Investor Relations, Middle Office, Financial Services, Business Development, Product Management, Fund Administration
Education
Bucknell University 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management, Economics
Temple University - Rome, Italy 2002 — 2002
Study Abroad Program
R. Evan Barbosa R. Evan Barbosa's Portfolio Advisors, LLC Experience June 2007 - March 2011
Job Investor Relations Manager at Tesoro
Industry Oil & Energy
Experience
Tesoro April 2014 - Present
Xerox July 2012 - April 2014
Xerox March 2011 - July 2012
Portfolio Advisors, LLC June 2007 - March 2011
Skills
Private Equity, Investment Management, Investor Relations, Corporate Finance, Finance, Fixed Income, Microsoft Excel, Venture Capital, Asset Allocation, Alternative Investments, Microsoft Office, Microsoft Word, Mutual Funds, Investment Advisory, Pension Funds, PowerPoint, Leadership, ThomsonOne, Bloomberg, Real Estate Private..., Defined Benefit, Deferred Compensation, PPMS, RFP, Client Liaison, CRM, Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
MBA Candidate
Brown University 2003 — 2007
A.B., Business Economics
Fenwick High School 1999 — 2003
Tesoro April 2014 - Present
Xerox July 2012 - April 2014
Xerox March 2011 - July 2012
Portfolio Advisors, LLC June 2007 - March 2011
Skills
Private Equity, Investment Management, Investor Relations, Corporate Finance, Finance, Fixed Income, Microsoft Excel, Venture Capital, Asset Allocation, Alternative Investments, Microsoft Office, Microsoft Word, Mutual Funds, Investment Advisory, Pension Funds, PowerPoint, Leadership, ThomsonOne, Bloomberg, Real Estate Private..., Defined Benefit, Deferred Compensation, PPMS, RFP, Client Liaison, CRM, Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
MBA Candidate
Brown University 2003 — 2007
A.B., Business Economics
Fenwick High School 1999 — 2003
Matthew Oakes Matthew Oakes's Portfolio Advisors, LLC Experience July 2013 - August 2013
Job Equity Research Analyst at Thomson Horstmann & Bryant
Industry Investment Management
Experience
Thomson Horstmann & Bryant May 2015 - Present
Thomson Horstmann & Bryant July 2014 - August 2014
Clarke Capital Partners September 2013 - December 2013
Portfolio Advisors, LLC July 2013 - August 2013
Brigham Young University February 2013 - June 2013
HN Capital February 2013 - June 2013
Sandbox Industries June 2012 - August 2012
Helping in the Vineyard January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2011
Skills
Strategy, Data Analysis, Business Development, Finance, Due Diligence, Start-ups, Investments
Education
Brigham Young University
Economics
Thomson Horstmann & Bryant May 2015 - Present
Thomson Horstmann & Bryant July 2014 - August 2014
Clarke Capital Partners September 2013 - December 2013
Portfolio Advisors, LLC July 2013 - August 2013
Brigham Young University February 2013 - June 2013
HN Capital February 2013 - June 2013
Sandbox Industries June 2012 - August 2012
Helping in the Vineyard January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2011
Skills
Strategy, Data Analysis, Business Development, Finance, Due Diligence, Start-ups, Investments
Education
Brigham Young University
Economics
Elyse (Goodkind) Williams's Portfolio Advisors, LLC Experience May 2012 - June 2013
Job Senior Fund Accountant at Carta Fund Services, LLC
Industry Accounting
Experience
CARTA FUND SERVICES July 2013 - Present
Portfolio Advisors, LLC May 2012 - June 2013
PricewaterhouseCoopers January 2010 - May 2012
Fairfield Parks And Recreation June 2003 - August 2009
PricewaterhouseCoopers June 2008 - August 2008
Skills
•Complex problem..., •Superior organization..., •Excellent oral and..., •Strong ability to..., •Computer- Proficient..., GAAP, Budgets, Accounting, Human Resources, Analysis, Finance, Financial Reporting, Variance Analysis, Financial Statements, Training, Management, Internal Controls, Auditing, US GAAP, Financial Analysis, Oral & Written...
Education
Penn State University 2005 — 2009
BS, Accounting, International Business, Business Law
Copenhagen Business School 2008 — 2008
N/A, International Business
CARTA FUND SERVICES July 2013 - Present
Portfolio Advisors, LLC May 2012 - June 2013
PricewaterhouseCoopers January 2010 - May 2012
Fairfield Parks And Recreation June 2003 - August 2009
PricewaterhouseCoopers June 2008 - August 2008
Skills
•Complex problem..., •Superior organization..., •Excellent oral and..., •Strong ability to..., •Computer- Proficient..., GAAP, Budgets, Accounting, Human Resources, Analysis, Finance, Financial Reporting, Variance Analysis, Financial Statements, Training, Management, Internal Controls, Auditing, US GAAP, Financial Analysis, Oral & Written...
Education
Penn State University 2005 — 2009
BS, Accounting, International Business, Business Law
Copenhagen Business School 2008 — 2008
N/A, International Business
Bernardo Navarro Bernardo Navarro's Portfolio Advisors, LLC Experience June 2011 - August 2011
Job .
Industry Health, Wellness and Fitness
Experience
PwC July 2015 - Present
PwC January 2015 - April 2015
Portfolio Advisors, LLC June 2011 - August 2011
Education
Fairfield University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Double major in Accounting & Economics, Current 3.71 GPA
PUC-SP 2012 — 2012
Economics
Bethel High School 2005 — 2009
PwC July 2015 - Present
PwC January 2015 - April 2015
Portfolio Advisors, LLC June 2011 - August 2011
Education
Fairfield University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Double major in Accounting & Economics, Current 3.71 GPA
PUC-SP 2012 — 2012
Economics
Bethel High School 2005 — 2009
Charles Harper Charles Harper's Portfolio Advisors, LLC Experience January 2014 - Present
Job Managing Director at Portfolio Advisors, LLC
Industry Investment Management
Experience
Portfolio Advisors, LLC January 2014 - Present
Credit Suisse September 2000 - December 2013
Donaldson, Lufkin & Jenrette January 1997 - August 2000
First Chicago June 1990 - December 1996
Skills
Mezzanine, Private Equity, Leveraged Lending, LBO, Leveraged Finance, Fixed Income, Corporate Finance, Middle Market, Investment Banking, Capital Markets, Cash Flow Lending
Education
The University of Chicago Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Finance
Portfolio Advisors, LLC January 2014 - Present
Credit Suisse September 2000 - December 2013
Donaldson, Lufkin & Jenrette January 1997 - August 2000
First Chicago June 1990 - December 1996
Skills
Mezzanine, Private Equity, Leveraged Lending, LBO, Leveraged Finance, Fixed Income, Corporate Finance, Middle Market, Investment Banking, Capital Markets, Cash Flow Lending
Education
The University of Chicago Booth School of Business 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Science (B.S.), Finance
Tom Broderick Tom Broderick's Portfolio Advisors, LLC Experience November 2000 - Present
Job Chief Technology Officer
Industry Financial Services
Experience
Portfolio Advisors, LLC November 2000 - Present
General Re - New England Asset Management March 1992 - November 2000
Olivetti North America March 1986 - May 1992
Distribution Management Systems November 1985 - May 1986
Systems Eleven - Pentamation September 1983 - November 1985
Education
University of Connecticut 1992 — 1995
MBA, Finance
Boston College 1979 — 1983
BS, Biology
Portfolio Advisors, LLC November 2000 - Present
General Re - New England Asset Management March 1992 - November 2000
Olivetti North America March 1986 - May 1992
Distribution Management Systems November 1985 - May 1986
Systems Eleven - Pentamation September 1983 - November 1985
Education
University of Connecticut 1992 — 1995
MBA, Finance
Boston College 1979 — 1983
BS, Biology
Timothy Henn Timothy Henn's Portfolio Advisors, LLC Experience May 2014 - Present
Job Associate at Portfolio Advisors, LLC
Industry Investment Banking
Experience
Portfolio Advisors, LLC May 2014 - Present
Raymond James Financial Inc. July 2013 - April 2014
Raymond James Financial Inc. September 2011 - June 2013
FTI Consulting 2009 - September 2011
FTI Consulting June 2008 - June 2009
FTI Consulting June 2007 - August 2007
Skills
Corporate Finance, Valuation, Investment Banking, Business Valuation, Capital Markets, Financial Analysis, Financial Modeling, Restructuring, Bloomberg, Due Diligence, Equity Research, DCF, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Finance
Fairfield Prep 2001 — 2005
Portfolio Advisors, LLC May 2014 - Present
Raymond James Financial Inc. July 2013 - April 2014
Raymond James Financial Inc. September 2011 - June 2013
FTI Consulting 2009 - September 2011
FTI Consulting June 2008 - June 2009
FTI Consulting June 2007 - August 2007
Skills
Corporate Finance, Valuation, Investment Banking, Business Valuation, Capital Markets, Financial Analysis, Financial Modeling, Restructuring, Bloomberg, Due Diligence, Equity Research, DCF, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Finance
Fairfield Prep 2001 — 2005
Amanda Peacock's Portfolio Advisors, LLC Experience January 2012 - Present
Job Senior Associate at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC January 2012 - Present
Portfolio Advisors, LLC January 2010 - December 2011
Portfolio Advisors, LLC August 2007 - December 2009
University of Kentucky August 2005 - May 2007
Skills
Financial Modeling, Investments, Private Equity, Due Diligence, Portfolio Management, Marketing, Investment Banking, Mutual Funds, Venture Capital, Finance, Mergers & Acquisitions, LBO, Valuation, Management, Corporate Finance, Financial Analysis, Alternative Investments
Education
University of Kentucky 2003 — 2007
B.A.
Portfolio Advisors, LLC January 2012 - Present
Portfolio Advisors, LLC January 2010 - December 2011
Portfolio Advisors, LLC August 2007 - December 2009
University of Kentucky August 2005 - May 2007
Skills
Financial Modeling, Investments, Private Equity, Due Diligence, Portfolio Management, Marketing, Investment Banking, Mutual Funds, Venture Capital, Finance, Mergers & Acquisitions, LBO, Valuation, Management, Corporate Finance, Financial Analysis, Alternative Investments
Education
University of Kentucky 2003 — 2007
B.A.
Nina Sorenson's Portfolio Advisors, LLC Experience February 2008 - August 2009
Job Senior at EY
Industry International Affairs
Experience
EY January 2015 - Present
Accenture February 2012 - January 2015
US Department of Defense January 2011 - August 2011
Bipartisan Policy Center September 2010 - May 2011
Office of Senator Lieberman September 2009 - May 2010
Portfolio Advisors, LLC February 2008 - August 2009
UNDP June 2007 - September 2007
Nova Group of Japan August 2006 - June 2007
Congressman Shays CT District 4 January 2005 - February 2005
FE Clean Energy Group May 2004 - July 2004
Skills
Spanish, Policy Analysis, International Relations, Editing, Politics, Research, Private Equity, Management Consulting, Public Speaking, Management, Strategy, Government, Policy, Analysis, Foreign Policy, Program Management
Education
The George Washington University 2009 — 2011
MA in International Affairs, US Foriegn Policy and Security Studies.
Scripps College 2002 — 2006
BA, Politics and International Relations
Sophia University 2005 — 2005
Universidad San Pablo-CEU 2004 — 2004
EY January 2015 - Present
Accenture February 2012 - January 2015
US Department of Defense January 2011 - August 2011
Bipartisan Policy Center September 2010 - May 2011
Office of Senator Lieberman September 2009 - May 2010
Portfolio Advisors, LLC February 2008 - August 2009
UNDP June 2007 - September 2007
Nova Group of Japan August 2006 - June 2007
Congressman Shays CT District 4 January 2005 - February 2005
FE Clean Energy Group May 2004 - July 2004
Skills
Spanish, Policy Analysis, International Relations, Editing, Politics, Research, Private Equity, Management Consulting, Public Speaking, Management, Strategy, Government, Policy, Analysis, Foreign Policy, Program Management
Education
The George Washington University 2009 — 2011
MA in International Affairs, US Foriegn Policy and Security Studies.
Scripps College 2002 — 2006
BA, Politics and International Relations
Sophia University 2005 — 2005
Universidad San Pablo-CEU 2004 — 2004
Jeremy Dardick's Portfolio Advisors, LLC Experience November 2007 - April 2015
Job General Counsel & Chief Compliance Officer at Pomona Capital
Industry Investment Management
Experience
Pomona Capital May 2015 - Present
Portfolio Advisors, LLC November 2007 - April 2015
AXA Financial February 2006 - October 2007
Kaye Scholer LLP September 2004 - February 2006
Education
University of Michigan Law School 2001 — 2004
Oberlin College 1994 — 1998
Pomona Capital May 2015 - Present
Portfolio Advisors, LLC November 2007 - April 2015
AXA Financial February 2006 - October 2007
Kaye Scholer LLP September 2004 - February 2006
Education
University of Michigan Law School 2001 — 2004
Oberlin College 1994 — 1998
Kelly Dansbury's Portfolio Advisors, LLC Experience June 2006 - February 2008
Job Operations Analyst
Industry Financial Services
Experience
RBS Greenwich Capital February 2008 - Present
Portfolio Advisors, LLC June 2006 - February 2008
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Finance
RBS Greenwich Capital February 2008 - Present
Portfolio Advisors, LLC June 2006 - February 2008
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Finance
Adam Cross, CAIA's Portfolio Advisors, LLC Experience January 2008 - January 2015
Job Director, Investor Relations at Vida Capital, Inc.
Industry Venture Capital & Private Equity
Experience
Vida Capital January 2015 - Present
Portfolio Advisors, LLC January 2008 - January 2015
Northwestern Mutual August 2007 - December 2007
Skills
Private Equity, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments, Financial Analysis, Venture Capital, Corporate Finance, Salesforce.com, ThomsonOne, Thomson One Analytics, Bloomberg Terminal, Portfolio Management
Education
Brown University 2003 — 2007
BA, Political Science
Grove City High School 1999 — 2003
Vida Capital January 2015 - Present
Portfolio Advisors, LLC January 2008 - January 2015
Northwestern Mutual August 2007 - December 2007
Skills
Private Equity, PowerPoint, Microsoft Excel, Microsoft Word, Alternative Investments, Financial Analysis, Venture Capital, Corporate Finance, Salesforce.com, ThomsonOne, Thomson One Analytics, Bloomberg Terminal, Portfolio Management
Education
Brown University 2003 — 2007
BA, Political Science
Grove City High School 1999 — 2003
Tonny Navarro's Portfolio Advisors, LLC Experience June 2015 - Present
Job Analyst at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC June 2015 - Present
Merrill Lynch Bank of America September 2010 - June 2015
Barnum Financial Group March 2009 - June 2010
Pro-line Mechanical Contractors February 2007 - February 2009
Assumption College June 2005 - January 2007
William Raveis June 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Modeling, Finance, Financial Analysis, Investments, Equities, Private Equity, Fixed Income, Corporate Finance, Mutual Funds, Analysis, Risk Management
Education
The University of Connecticut 2011 — 2014
MBA, Finance
Sacred Heart University
B.S, Finance
Portfolio Advisors, LLC June 2015 - Present
Merrill Lynch Bank of America September 2010 - June 2015
Barnum Financial Group March 2009 - June 2010
Pro-line Mechanical Contractors February 2007 - February 2009
Assumption College June 2005 - January 2007
William Raveis June 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Modeling, Finance, Financial Analysis, Investments, Equities, Private Equity, Fixed Income, Corporate Finance, Mutual Funds, Analysis, Risk Management
Education
The University of Connecticut 2011 — 2014
MBA, Finance
Sacred Heart University
B.S, Finance
Eric Thunem's Portfolio Advisors, LLC Experience September 2008 - Present
Job Managing Director at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC September 2008 - Present
Groton Partners February 2007 - August 2008
Benedetto, Gartland & Co. February 1998 - January 2007
Chase Manhattan Bank 1995 - 1998
American Exploration Company 1989 - 1992
Parker & Parsley Petroleum 1987 - 1989
Williamson Petroleum Consultants 1981 - 1987
Skills
Investment Banking, Marketing, Alternative Investments, Investor Relations, Fundraising, Venture Capital, Management, Valuation, Investments, Funding, Private Equity, Due Diligence, Strategic Planning, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
University of Connecticut 1975 — 1979
BA, Liberal Arts; Psychoology
New Canaan Gigh School
New Canaan Gigh School
Portfolio Advisors, LLC September 2008 - Present
Groton Partners February 2007 - August 2008
Benedetto, Gartland & Co. February 1998 - January 2007
Chase Manhattan Bank 1995 - 1998
American Exploration Company 1989 - 1992
Parker & Parsley Petroleum 1987 - 1989
Williamson Petroleum Consultants 1981 - 1987
Skills
Investment Banking, Marketing, Alternative Investments, Investor Relations, Fundraising, Venture Capital, Management, Valuation, Investments, Funding, Private Equity, Due Diligence, Strategic Planning, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1995
MBA, Finance
University of Connecticut 1975 — 1979
BA, Liberal Arts; Psychoology
New Canaan Gigh School
New Canaan Gigh School
Michelle DeMartino, CAIA's Portfolio Advisors, LLC Experience August 2000 - April 2005
Job Business Development & Investor Relations at Aberdeen Asset Management
Industry Venture Capital & Private Equity
Experience
Aberdeen Asset Management May 2005 - Present
Portfolio Advisors, LLC August 2000 - April 2005
Skills
Alternative Investments, Private Equity, Hedge Funds, Fund Of Funds, Valuation, Venture Capital, Investments, Due Diligence, Financial Modeling, Investment Banking, Investment Management, Portfolio Management, Equities, Investor Relations, Asset Managment, Business Development, Corporate Finance, Asset Management
Education
The University of Connecticut 1996 — 2000
B.S., Finance & International Studies
Universidad de Granada 1998 — 1998
International/Global Studies
Fairfield University
Aberdeen Asset Management May 2005 - Present
Portfolio Advisors, LLC August 2000 - April 2005
Skills
Alternative Investments, Private Equity, Hedge Funds, Fund Of Funds, Valuation, Venture Capital, Investments, Due Diligence, Financial Modeling, Investment Banking, Investment Management, Portfolio Management, Equities, Investor Relations, Asset Managment, Business Development, Corporate Finance, Asset Management
Education
The University of Connecticut 1996 — 2000
B.S., Finance & International Studies
Universidad de Granada 1998 — 1998
International/Global Studies
Fairfield University
Jeremy Cobin's Portfolio Advisors, LLC Experience January 2011 - June 2015
Job Director at Hunt Mortgage Group
Industry Real Estate
Experience
Hunt Mortgage Group July 2015 - Present
Portfolio Advisors, LLC January 2011 - June 2015
Savills September 2008 - January 2011
Eastdil Secured May 2005 - April 2008
Skills
Due Diligence, Valuation, Financial Modeling, Private Equity, Investments, Asset Management, Financial Analysis, Real Estate, Investment Banking, Real Estate Economics, Corporate Finance, Venture Capital, Alternative Investments, Commercial Real Estate
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (AB), History
Tuck School of Business at Dartmouth College - Bridge Program 2002 — 2002
Hunt Mortgage Group July 2015 - Present
Portfolio Advisors, LLC January 2011 - June 2015
Savills September 2008 - January 2011
Eastdil Secured May 2005 - April 2008
Skills
Due Diligence, Valuation, Financial Modeling, Private Equity, Investments, Asset Management, Financial Analysis, Real Estate, Investment Banking, Real Estate Economics, Corporate Finance, Venture Capital, Alternative Investments, Commercial Real Estate
Education
Dartmouth College 1999 — 2003
Bachelor of Arts (AB), History
Tuck School of Business at Dartmouth College - Bridge Program 2002 — 2002
Kenneth Wisdom's Portfolio Advisors, LLC Experience 2002 - Present
Job Managing Director at Portfolio Advisors, LLC
Industry Real Estate
Experience
Portfolio Advisors, LLC 2002 - Present
Private Trade 2001 - 2001
UC Regents 1999 - 2001
Massachusetts Pension Reserves Investment Management 1997 - 1999
Skills
Private Equity, Investments, Asset Managment, Asset Management, Finance, Venture Capital, Alternative Investments, Valuation, Fund Of Funds, Due Diligence, Hedge Funds, Investment Banking, Investment Properties, Real Estate, International Real..., Real Estate Secondaries, Real Estate..., Portfolio Management, LBO
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Cornell Graduate School 1989 — 1990
MPA, Public Administration
Cornell University 1985 — 1989
AB, Government/Economics
Portfolio Advisors, LLC 2002 - Present
Private Trade 2001 - 2001
UC Regents 1999 - 2001
Massachusetts Pension Reserves Investment Management 1997 - 1999
Skills
Private Equity, Investments, Asset Managment, Asset Management, Finance, Venture Capital, Alternative Investments, Valuation, Fund Of Funds, Due Diligence, Hedge Funds, Investment Banking, Investment Properties, Real Estate, International Real..., Real Estate Secondaries, Real Estate..., Portfolio Management, LBO
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Cornell Graduate School 1989 — 1990
MPA, Public Administration
Cornell University 1985 — 1989
AB, Government/Economics
Colin Feeney's Portfolio Advisors, LLC Experience May 2004 - June 2013
Job Client Director at Carta Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
Carta Fund Services, LLC July 2013 - Present
Portfolio Advisors, LLC May 2004 - June 2013
Ernst & Young July 2000 - May 2004
Skills
Financial Reporting, Private Equity, Financial Analysis, SEC filings, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Internal Controls, CPA, Sarbanes-Oxley Act, Auditing, Alternative Investments, Investor Relations, Microsoft Excel, US GAAP, Fund Of Funds, GAAP, External Audit
Education
Fairfield University 1997 — 2001
MBA - Finance & BS - Accounting, Accounting & Finance
Carta Fund Services, LLC July 2013 - Present
Portfolio Advisors, LLC May 2004 - June 2013
Ernst & Young July 2000 - May 2004
Skills
Financial Reporting, Private Equity, Financial Analysis, SEC filings, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Internal Controls, CPA, Sarbanes-Oxley Act, Auditing, Alternative Investments, Investor Relations, Microsoft Excel, US GAAP, Fund Of Funds, GAAP, External Audit
Education
Fairfield University 1997 — 2001
MBA - Finance & BS - Accounting, Accounting & Finance
Kelly Helstein's Portfolio Advisors, LLC Experience June 2006 - February 2008
Job
Industry Banking
Experience
Stay at home mom November 2012 - Present
Private Client Resources, LLC August 2011 - November 2012
Royal Bank of Scotland February 2008 - August 2011
Portfolio Advisors, LLC June 2006 - February 2008
Skills
Portfolio Management, Credit, Private Equity, Investment Banking, Fixed Income, Derivatives, Equities, Finance
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachlor of Science, Finance
Stay at home mom November 2012 - Present
Private Client Resources, LLC August 2011 - November 2012
Royal Bank of Scotland February 2008 - August 2011
Portfolio Advisors, LLC June 2006 - February 2008
Skills
Portfolio Management, Credit, Private Equity, Investment Banking, Fixed Income, Derivatives, Equities, Finance
Education
University of Rhode Island - College of Business Administration 2002 — 2006
Bachlor of Science, Finance
Adam Clemens's Portfolio Advisors, LLC Experience February 2010 - Present
Job Managing Director at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC February 2010 - Present
New York Life Capital Partners July 1991 - July 2009
Skills
Alternative Investments, Private Equity, Investments, Venture Capital, Asset Managment, Valuation
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Georgetown University 1980 — 1984
BSFS, International Economics
Portfolio Advisors, LLC February 2010 - Present
New York Life Capital Partners July 1991 - July 2009
Skills
Alternative Investments, Private Equity, Investments, Venture Capital, Asset Managment, Valuation
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Georgetown University 1980 — 1984
BSFS, International Economics
Geoffrey Kelleman's Portfolio Advisors, LLC Experience January 2013 - Present
Job Senior Associate at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC January 2013 - Present
Portfolio Advisors, LLC August 2011 - December 2012
PNC Bank July 2009 - July 2011
PNC Bank May 2008 - August 2008
Skills
Credit Risk, Credit, Financial Analysis, Financial Reporting, Due Diligence, Fund Of Funds
Education
Muhlenberg College 2005 — 2009
B.A, Finance and Russian Studies
Portfolio Advisors, LLC January 2013 - Present
Portfolio Advisors, LLC August 2011 - December 2012
PNC Bank July 2009 - July 2011
PNC Bank May 2008 - August 2008
Skills
Credit Risk, Credit, Financial Analysis, Financial Reporting, Due Diligence, Fund Of Funds
Education
Muhlenberg College 2005 — 2009
B.A, Finance and Russian Studies
Jenifer Parker's Portfolio Advisors, LLC Experience September 2013 - Present
Job CFO at Portfolio Advisors LLC
Industry Financial Services
Experience
Portfolio Advisors LLC September 2013 - Present
Overbrook Management Corporation May 2012 - August 2013
Highcroft Racing, Inc. July 2008 - December 2011
Benedetto Gartland Group, Inc. November 2000 - July 2008
Investment Strategies International, Inc. March 1998 - November 2000
Gartner Group, Inc. May 1997 - March 1998
ESL Federal Credit Union 1991 - 1994
Skills
Private Equity, Treasury, Finance, Financial Analysis, Financial Modeling
Education
Miami University
B.A., Mathematics
University of Rochester - Simon Business School
M.B.A., Finance & Corporate Accounting
Portfolio Advisors LLC September 2013 - Present
Overbrook Management Corporation May 2012 - August 2013
Highcroft Racing, Inc. July 2008 - December 2011
Benedetto Gartland Group, Inc. November 2000 - July 2008
Investment Strategies International, Inc. March 1998 - November 2000
Gartner Group, Inc. May 1997 - March 1998
ESL Federal Credit Union 1991 - 1994
Skills
Private Equity, Treasury, Finance, Financial Analysis, Financial Modeling
Education
Miami University
B.A., Mathematics
University of Rochester - Simon Business School
M.B.A., Finance & Corporate Accounting
Benjamin Hur's Portfolio Advisors, LLC Experience August 2010 - Present
Job Vice President at Portfolio Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Portfolio Advisors, LLC August 2010 - Present
Citigroup June 2008 - August 2010
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics, Political Science
Milton Academy 2001 — 2004
Portfolio Advisors, LLC August 2010 - Present
Citigroup June 2008 - August 2010
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics, Political Science
Milton Academy 2001 — 2004
Jonathan Heil's Portfolio Advisors, LLC Experience June 2015 - July 2015
Job Private Equity Intern at Portfolio Advisors
Industry Investment Banking
Experience
Portfolio Advisors, LLC June 2015 - July 2015
Deutsche Bank June 2014 - August 2014
Skills
Facebook, Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Market Research, Salesforce.com, Social Media, Research, Microsoft Word, Time Management, Outlook, Social Networking, Marketing
Education
Tulane University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Staples High School 2008 — 2012
Portfolio Advisors, LLC June 2015 - July 2015
Deutsche Bank June 2014 - August 2014
Skills
Facebook, Leadership, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Market Research, Salesforce.com, Social Media, Research, Microsoft Word, Time Management, Outlook, Social Networking, Marketing
Education
Tulane University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Junior
Staples High School 2008 — 2012
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial