Schroder Wertheim
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Schroder Wertheim Employees
Employee
Years
Job
Industry
Matt Sodl Matt Sodl's Schroder Wertheim Experience 1994 - 1997
Job Founding Partner, President and Managing Director at Innovation Capital
Industry Investment Banking
Experience
Innovation Capital, LLC January 2004 - Present
Murphy Noell Capital June 2001 - December 2003
Merrill Lynch January 1997 - May 2001
Merrill Lynch Investment Banking 1997 - 2001
Schroder Wertheim 1994 - 1997
Skills
Valuation, Investment Banking, Mergers, Corporate Finance, Restructuring, Capital, Debt, Private Equity, Mezzanine, LBO, Private Placements, Leveraged Finance, Financial Modeling, Due Diligence, Structuring, Financial Analysis, Recapitalizations, Start-ups, Structured Finance, Corporate Development, Hedge Funds, Capital Markets, Divestitures, High Yield, Equities, Business Planning, Capital Structure, Buyouts, Real Estate Finance, Alternative Investments, Entrepreneur, Credit, Deal Structuring, Executive Management, M&A experience, Joint Ventures, Real Estate Development, Business Valuation, New Business Development, Funding, Strategic Planning
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Economics
Whitehall 1981 — 1984
Innovation Capital, LLC January 2004 - Present
Murphy Noell Capital June 2001 - December 2003
Merrill Lynch January 1997 - May 2001
Merrill Lynch Investment Banking 1997 - 2001
Schroder Wertheim 1994 - 1997
Skills
Valuation, Investment Banking, Mergers, Corporate Finance, Restructuring, Capital, Debt, Private Equity, Mezzanine, LBO, Private Placements, Leveraged Finance, Financial Modeling, Due Diligence, Structuring, Financial Analysis, Recapitalizations, Start-ups, Structured Finance, Corporate Development, Hedge Funds, Capital Markets, Divestitures, High Yield, Equities, Business Planning, Capital Structure, Buyouts, Real Estate Finance, Alternative Investments, Entrepreneur, Credit, Deal Structuring, Executive Management, M&A experience, Joint Ventures, Real Estate Development, Business Valuation, New Business Development, Funding, Strategic Planning
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Economics
Whitehall 1981 — 1984
Donald Gher, CFA Donald Gher, CFA's Schroder Wertheim Experience February 1987 - September 1988
Job Professional DoGooder
Industry Financial Services
Experience
Various Boards June 2007 - Present
Coldstream Capital Management-Retired April 1996 - November 2010
Banc of America Investments December 1988 - April 1996
Schroder Wertheim February 1987 - September 1988
Skills
Wealth Management, Hedge Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Mutual Funds, Private Equity, Strategic Financial..., Investment Management, Investment Strategies, Investment Advisory, Asset Managment, Fixed Income, Asset Management, Venture Capital, Equity Research, Securities, Strategy, Trading, Fund Of Funds, Financial Services, Financial Modeling, Bloomberg, Retirement Planning, Mergers & Acquisitions
Education
Eastern Illinois University 1969 — 1973
B.S. in Business, Marketing
Eastern Illinois University 1969 — 1973
Honorary Doctorate in Public Service
Various Boards June 2007 - Present
Coldstream Capital Management-Retired April 1996 - November 2010
Banc of America Investments December 1988 - April 1996
Schroder Wertheim February 1987 - September 1988
Skills
Wealth Management, Hedge Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Equities, Mutual Funds, Private Equity, Strategic Financial..., Investment Management, Investment Strategies, Investment Advisory, Asset Managment, Fixed Income, Asset Management, Venture Capital, Equity Research, Securities, Strategy, Trading, Fund Of Funds, Financial Services, Financial Modeling, Bloomberg, Retirement Planning, Mergers & Acquisitions
Education
Eastern Illinois University 1969 — 1973
B.S. in Business, Marketing
Eastern Illinois University 1969 — 1973
Honorary Doctorate in Public Service
Anthony Mallano Anthony Mallano's Schroder Wertheim Experience 1996 - 1999
Job Senior Vice President at Lehman Brothers Holdings Inc.
Industry Investment Banking
Experience
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - January 2013
Lehman Brothers Holdings, Inc December 2008 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers February 1999 - September 2008
Schroders 1996 - 1999
Schroder Wertheim 1996 - 1999
Skills
Cross-functional Team..., Risk Management, Strategy, Mergers, Project Management, Change Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Enterprise Software, Leadership, Integration, Disaster Recovery, Software Development, Management, Contract Negotiation, IT Strategy, Strategic Planning, Business Development
Education
Marist College 1992 — 1996
Bachelor of Science (BS), Information Technology
Monsignor Farrell High School 1988 — 1992
Regents
Lehman Brothers Holdings Inc. January 2013 - Present
LAMCO LLC May 2010 - January 2013
Lehman Brothers Holdings, Inc December 2008 - May 2010
Barclays Capital September 2008 - October 2008
Lehman Brothers February 1999 - September 2008
Schroders 1996 - 1999
Schroder Wertheim 1996 - 1999
Skills
Cross-functional Team..., Risk Management, Strategy, Mergers, Project Management, Change Management, Process Improvement, Mergers & Acquisitions, Vendor Management, Enterprise Software, Leadership, Integration, Disaster Recovery, Software Development, Management, Contract Negotiation, IT Strategy, Strategic Planning, Business Development
Education
Marist College 1992 — 1996
Bachelor of Science (BS), Information Technology
Monsignor Farrell High School 1988 — 1992
Regents
Chris Mersey Chris Mersey's Schroder Wertheim Experience July 1990 - December 1995
Job Ex Banking Professional
Industry Banking
Experience
Commerzbank AG January 2009 - September 2010
Dresdner Bank AG December 2000 - December 2008
Paine Webber January 1996 - November 2000
Schroder Wertheim July 1990 - December 1995
Drexel Burnham Lambert June 1986 - February 1990
Yasuda Trust Europe September 1985 - June 1986
Skills
Trading, Fixed Income, Capital Markets, Derivatives, Emerging Markets, Portfolio Management, Structured Finance, Asset Management, Money Market, Banking, Credit, Bonds
Education
Loughborough University 1982 — 1985
Banking and Finance
Stowe School 1976 — 1981
Commerzbank AG January 2009 - September 2010
Dresdner Bank AG December 2000 - December 2008
Paine Webber January 1996 - November 2000
Schroder Wertheim July 1990 - December 1995
Drexel Burnham Lambert June 1986 - February 1990
Yasuda Trust Europe September 1985 - June 1986
Skills
Trading, Fixed Income, Capital Markets, Derivatives, Emerging Markets, Portfolio Management, Structured Finance, Asset Management, Money Market, Banking, Credit, Bonds
Education
Loughborough University 1982 — 1985
Banking and Finance
Stowe School 1976 — 1981
Patricia Lipton's Schroder Wertheim Experience 1990 - 1996
Job Executive Assistant at Shelter Capital Partners
Industry Executive Office
Experience
Shelter Capital Partners February 2000 - Present
Main Street Advisors December 1992 - February 2000
Schroder Wertheim 1990 - 1996
Drexel Burnham Lambert May 1985 - February 1990
Skills
Strategic Partnerships, Management, Start-ups, Venture Capital, Entrepreneurship, Private Equity, Strategy, Digital Media
Education
Loyola Marymount University 1985 — 1988
Bachelor's degree, Business Administration and Management, General
Marymount Palos Verdes College 1983 — 1985
Associate of Arts (A.A.), General Studies
Sacred Heart of Mary
Shelter Capital Partners February 2000 - Present
Main Street Advisors December 1992 - February 2000
Schroder Wertheim 1990 - 1996
Drexel Burnham Lambert May 1985 - February 1990
Skills
Strategic Partnerships, Management, Start-ups, Venture Capital, Entrepreneurship, Private Equity, Strategy, Digital Media
Education
Loyola Marymount University 1985 — 1988
Bachelor's degree, Business Administration and Management, General
Marymount Palos Verdes College 1983 — 1985
Associate of Arts (A.A.), General Studies
Sacred Heart of Mary
Christopher Fillo's Schroder Wertheim Experience July 1993 - February 1997
Job Executive Vice President at Main Street Advisors, Inc.
Industry Investment Management
Experience
Main Street Advisors, Inc. February 1997 - Present
Schroder Wertheim July 1993 - February 1997
Wertheim Schroder 1993 - 1997
Security Pacific Bank 1988 - 1990
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
Masters of Business Administration, Finance
Cornell University 1982 — 1986
B.A., Government, Economics
Princeton High School 1978 — 1982
Main Street Advisors, Inc. February 1997 - Present
Schroder Wertheim July 1993 - February 1997
Wertheim Schroder 1993 - 1997
Security Pacific Bank 1988 - 1990
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
Masters of Business Administration, Finance
Cornell University 1982 — 1986
B.A., Government, Economics
Princeton High School 1978 — 1982
Brendan Moore's Schroder Wertheim Experience July 1997 - April 1998
Job Managing Director at Eos Partners
Industry Investment Management
Experience
Eos Partners June 2004 - Present
Harbourton Enterprises June 2000 - March 2004
First Dominion Capital April 1998 - June 2000
Schroder Wertheim July 1997 - April 1998
Skills
Private Equity
Education
Dartmouth College - Thayer School of Engineering 1996 — 1997
B.E., Mechanical Engineering
Dartmouth College 1992 — 1996
A.B., Engineering Sciences
Eos Partners June 2004 - Present
Harbourton Enterprises June 2000 - March 2004
First Dominion Capital April 1998 - June 2000
Schroder Wertheim July 1997 - April 1998
Skills
Private Equity
Education
Dartmouth College - Thayer School of Engineering 1996 — 1997
B.E., Mechanical Engineering
Dartmouth College 1992 — 1996
A.B., Engineering Sciences
Elyse Pleasic's Schroder Wertheim Experience 1993 - 1997
Job FVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2004 - Present
Merrill Lynch April 1997 - April 2009
Merrill Lynch Investment Managers 2000 - 2004
Schroder Wertheim 1993 - 1997
Coopers & Lybrand 1987 - 1994
Skills
Strategy, Management, Wealth Management, Leadership, Business Process..., Business Planning, Finance, Financial Risk, Mergers & Acquisitions, Operational Risk, Process Improvement, Risk Management, Strategic Planning, Securities, Executive Management, Strategic Financial..., Asset Managment, Vendor Management, Analysis, Capital Markets, Corporate Finance, Hedge Funds, Equities, Trading Systems, Financial Services, Asset Management
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch March 2004 - Present
Merrill Lynch April 1997 - April 2009
Merrill Lynch Investment Managers 2000 - 2004
Schroder Wertheim 1993 - 1997
Coopers & Lybrand 1987 - 1994
Skills
Strategy, Management, Wealth Management, Leadership, Business Process..., Business Planning, Finance, Financial Risk, Mergers & Acquisitions, Operational Risk, Process Improvement, Risk Management, Strategic Planning, Securities, Executive Management, Strategic Financial..., Asset Managment, Vendor Management, Analysis, Capital Markets, Corporate Finance, Hedge Funds, Equities, Trading Systems, Financial Services, Asset Management
Education
Hofstra University 1980 — 1984
Bachelor of Business Administration (BBA), Accounting
James Harmon's Schroder Wertheim Experience 1974 - 1996
Job Chairman at Caravel Fund
Industry Investment Management
Experience
Caravel Fund ChairmanExport-Import Bank of the United StatesJune 1997 - June 2001
Schroder Wertheim 1974 - 1996
Education
University of Pennsylvania - The Wharton School 1957 — 1959
MBA, Finance
Brown University 1952 — 1956
BA, English Literature
Caravel Fund ChairmanExport-Import Bank of the United StatesJune 1997 - June 2001
Schroder Wertheim 1974 - 1996
Education
University of Pennsylvania - The Wharton School 1957 — 1959
MBA, Finance
Brown University 1952 — 1956
BA, English Literature
Lauren Tapper's Schroder Wertheim Experience August 1994 - December 1996
Job Human Resources Professional with experience in Legal, Pharmaceutical, Investment Banking, Online Brokerage Industries.
Industry Legal Services
Experience
Kramer Levin Naftalis & Frankel LLP January 2006 - Present
Harrisdirect LLC (acquired by E*TRADE) July 2001 - December 2005
DLJdirect / CSFBdirect March 1999 - July 2001
Pershing (divsion aquired by E*TRADE) March 1997 - March 1999
American Home Products November 1996 - March 1997
Schroder Wertheim August 1994 - December 1996
Skills
Employment Law, Employee Training, IPO, Human Resources, Due Diligence, Business Development, Employee Benefits, Performance Management, Recruiting, Employee Relations, Deferred Compensation, Interviews, Strategy, Temporary Placement, Program Management, HR Policies, Training, Management, Financial Services, Performance Appraisal, Policy, Mergers & Acquisitions
Education
Douglass College
BA, Labor Studies
Rutgers, The State University of New Jersey-New Brunswick
MA, HR & Industrial Relations
Kramer Levin Naftalis & Frankel LLP January 2006 - Present
Harrisdirect LLC (acquired by E*TRADE) July 2001 - December 2005
DLJdirect / CSFBdirect March 1999 - July 2001
Pershing (divsion aquired by E*TRADE) March 1997 - March 1999
American Home Products November 1996 - March 1997
Schroder Wertheim August 1994 - December 1996
Skills
Employment Law, Employee Training, IPO, Human Resources, Due Diligence, Business Development, Employee Benefits, Performance Management, Recruiting, Employee Relations, Deferred Compensation, Interviews, Strategy, Temporary Placement, Program Management, HR Policies, Training, Management, Financial Services, Performance Appraisal, Policy, Mergers & Acquisitions
Education
Douglass College
BA, Labor Studies
Rutgers, The State University of New Jersey-New Brunswick
MA, HR & Industrial Relations
Hank Romaine's Schroder Wertheim Experience 1993 - 1997
Job Experienced Growth CFO
Industry Oil & Energy
Experience
ConTherm Management, LLC September 2009 - Present
WillMac Companies, LLC May 2009 - Present
BOVARO Partners, LLC 2001 - Present
Acell Industries Limited January 2013 - April 2015
Acell Investors Limited November 2011 - April 2012
EnerCrest, Inc. 2005 - April 2009
JP Morgan 1997 - 2001
Schroder Wertheim 1993 - 1997
Skills
Management, Mergers & Acquisitions, Strategy, Due Diligence, Finance, Energy, Private Equity, Financial Analysis, Business Strategy, Mergers, Financial Modeling, Financial Reporting, Risk Management, Investment Banking, Accounting, Strategic Planning, Internal Controls, Valuation, Venture Capital, Managerial Finance, Financial Accounting, New Business Development, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
M.B.A., Finance and Accounting
Middlebury College 1982 — 1986
B.A., Economics
Groton School 1979 — 1982
ConTherm Management, LLC September 2009 - Present
WillMac Companies, LLC May 2009 - Present
BOVARO Partners, LLC 2001 - Present
Acell Industries Limited January 2013 - April 2015
Acell Investors Limited November 2011 - April 2012
EnerCrest, Inc. 2005 - April 2009
JP Morgan 1997 - 2001
Schroder Wertheim 1993 - 1997
Skills
Management, Mergers & Acquisitions, Strategy, Due Diligence, Finance, Energy, Private Equity, Financial Analysis, Business Strategy, Mergers, Financial Modeling, Financial Reporting, Risk Management, Investment Banking, Accounting, Strategic Planning, Internal Controls, Valuation, Venture Capital, Managerial Finance, Financial Accounting, New Business Development, Corporate Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
M.B.A., Finance and Accounting
Middlebury College 1982 — 1986
B.A., Economics
Groton School 1979 — 1982
Philip Sirlin's Schroder Wertheim Experience 1993 - 1999
Job Independent Telecommunications Professional
Industry Telecommunications
Experience
Harvard Business School Community Partners 2011 - 2011
American Management Associates 2005 - 2006
New Castle Democratic Committee 1985 - 2003
Schroder Wertheim 1993 - 1999
Strategic Systems Group September 1987 - November 1993
Skills
Business Strategy, Financial Modeling, Investments, Mergers & Acquisitions, Strategy, Corporate Development, Finance, Entrepreneurship, Management Consulting, Competitive Analysis, Start-ups, Portfolio Management, Venture Capital, Financial Analysis, Business Planning, Equities, Leadership, Strategic Planning
Education
Harvard Business School 1975 — 1977
M.B.A., Finance
Yale University 1973 — 1975
M.A., Economics
Princeton University 1969 — 1973
A.B., Physics, Economics
Harvard Business School Community Partners 2011 - 2011
American Management Associates 2005 - 2006
New Castle Democratic Committee 1985 - 2003
Schroder Wertheim 1993 - 1999
Strategic Systems Group September 1987 - November 1993
Skills
Business Strategy, Financial Modeling, Investments, Mergers & Acquisitions, Strategy, Corporate Development, Finance, Entrepreneurship, Management Consulting, Competitive Analysis, Start-ups, Portfolio Management, Venture Capital, Financial Analysis, Business Planning, Equities, Leadership, Strategic Planning
Education
Harvard Business School 1975 — 1977
M.B.A., Finance
Yale University 1973 — 1975
M.A., Economics
Princeton University 1969 — 1973
A.B., Physics, Economics
Robert Weiler's Schroder Wertheim Experience May 1994 - April 1996
Job Associate Dean at UCLA Anderson School of Management
Industry Higher Education
Experience
UCLA Anderson School of Management September 2007 - Present
Trust Company of the West August 1998 - August 2007
UBS June 1996 - July 1998
Schroder Wertheim May 1994 - April 1996
Goldman Sachs June 1991 - April 1994
Carnation Company July 1986 - August 1989
Skills
Investments, Financial Analysis, Entrepreneurship, Equities, Asset Management, Business Strategy, Portfolio Management, Competitive Analysis, Capital Markets, General Management, Career Counseling, Marketing, Sales Management, Private Equity, Financial Modeling, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BA, Economics
UCLA Anderson School of Management September 2007 - Present
Trust Company of the West August 1998 - August 2007
UBS June 1996 - July 1998
Schroder Wertheim May 1994 - April 1996
Goldman Sachs June 1991 - April 1994
Carnation Company July 1986 - August 1989
Skills
Investments, Financial Analysis, Entrepreneurship, Equities, Asset Management, Business Strategy, Portfolio Management, Competitive Analysis, Capital Markets, General Management, Career Counseling, Marketing, Sales Management, Private Equity, Financial Modeling, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of Virginia 1982 — 1986
BA, Economics