Schroders Investment Management
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Schroders Investment Management Employees
Employee
Years
Job
Industry
Scott Schweizer | Seasoned Risk Leader Scott Schweizer | Seasoned Risk Leader's Schroders Investment Management Experience June 2014 - Present
Job Risk Attribution & Analysis | Fixed Income Multi Asset | Six Sigma Certified | MBA | CFA Candidate
Industry Investment Management
Experience
Schroders Investment Management June 2014 - Present
MasterCard July 2012 - June 2014
Deutsche Bank 2009 - 2012
AllianceBernstein 2005 - 2009
GE 2002 - 2005
Evaluation Associates 2000 - 2001
Thomson Reuters 1997 - 1999
Skills
Fixed Income, Portfolio Management, Risk Management, Capital Markets, Market Risk, Structured Products, Investments, Financial Risk, Commodity, Stress Testing, Banking, Process Improvement, Analytics, Equities, Six Sigma, Investment Strategies, Quantitative Analytics, Credit Risk, Credit, Trading, Asset Management, Financial Markets, Reporting & Analysis, Project Coordination, Derivatives, Investment Management, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Enterprise Risk..., Hedge Funds, Bloomberg Terminal, Valuation, Portfolios, Data Integrity, Quantitative Analysis, Operational Risk, Mutual Funds, Risk Measurement, Risk Metrics, Risk Analytics, Relative Value, Volatility, Liquidity Risk, Regulations
Education
The University of Connecticut School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, 3.44/4.0
Humboldt-Universität zu Berlin 1996 — 1997
Scholarship for Business related study in Europe, Business Administration and Management, General
City University of New York-College of Staten Island 1992 — 1996
Bachelor of Science (B.S.), Economics and International Business Double Major, 3.59/4.0
Schroders Investment Management June 2014 - Present
MasterCard July 2012 - June 2014
Deutsche Bank 2009 - 2012
AllianceBernstein 2005 - 2009
GE 2002 - 2005
Evaluation Associates 2000 - 2001
Thomson Reuters 1997 - 1999
Skills
Fixed Income, Portfolio Management, Risk Management, Capital Markets, Market Risk, Structured Products, Investments, Financial Risk, Commodity, Stress Testing, Banking, Process Improvement, Analytics, Equities, Six Sigma, Investment Strategies, Quantitative Analytics, Credit Risk, Credit, Trading, Asset Management, Financial Markets, Reporting & Analysis, Project Coordination, Derivatives, Investment Management, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Enterprise Risk..., Hedge Funds, Bloomberg Terminal, Valuation, Portfolios, Data Integrity, Quantitative Analysis, Operational Risk, Mutual Funds, Risk Measurement, Risk Metrics, Risk Analytics, Relative Value, Volatility, Liquidity Risk, Regulations
Education
The University of Connecticut School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, 3.44/4.0
Humboldt-Universität zu Berlin 1996 — 1997
Scholarship for Business related study in Europe, Business Administration and Management, General
City University of New York-College of Staten Island 1992 — 1996
Bachelor of Science (B.S.), Economics and International Business Double Major, 3.59/4.0
Timothy Pettee Timothy Pettee's Schroders Investment Management Experience 2000 - 2002
Job Chief Investment Strategist and Lead Portfolio Manager of Rules Based Funds at SunAmerica Asset Management
Industry Financial Services
Experience
SunAmerica Asset Management Corp. 2013 - Present
Triple Negative Breast Cancer Foundation 2013 - 2015
Triple Negative Breast Cancer Foundation 2013 - 2015
SunAmerica Asset Management Corp 2003 - 2013
Schroders Investment Management 2000 - 2002
U S Trust Company 1998 - 2000
Alliance Capital Management 1990 - 1998
Skills
Asset Allocation, Portfolio Management, Compensation, Mutual Funds, Asset Management, Investments, Research
Education
Boston University 1977 — 1980
B. A., Economics
SunAmerica Asset Management Corp. 2013 - Present
Triple Negative Breast Cancer Foundation 2013 - 2015
Triple Negative Breast Cancer Foundation 2013 - 2015
SunAmerica Asset Management Corp 2003 - 2013
Schroders Investment Management 2000 - 2002
U S Trust Company 1998 - 2000
Alliance Capital Management 1990 - 1998
Skills
Asset Allocation, Portfolio Management, Compensation, Mutual Funds, Asset Management, Investments, Research
Education
Boston University 1977 — 1980
B. A., Economics
Frederick Schaefer Frederick Schaefer's Schroders Investment Management Experience September 2007 - Present
Job Investments product manager at Schroders
Industry Investment Management
Experience
Schroders Investment Management September 2007 - Present
Evaluation Associates August 1987 - September 2007
Skills
Investment Strategies, Mutual Funds, Client Service, Asset Management, Equities, Investments, New Business Development, Asset Managment, Portfolio Management, Fixed Income, Bloomberg, Financial Services, Asset Allocation, Investment Management, Hedge Funds, Alternative Investments, Wealth Management, Client Services, Investment Advisory, Emerging Markets, Series 7
Education
University of Notre Dame 1970 — 1974
BA, Sociology
The University of Texas at Austin 1974 — 1976
Schroders Investment Management September 2007 - Present
Evaluation Associates August 1987 - September 2007
Skills
Investment Strategies, Mutual Funds, Client Service, Asset Management, Equities, Investments, New Business Development, Asset Managment, Portfolio Management, Fixed Income, Bloomberg, Financial Services, Asset Allocation, Investment Management, Hedge Funds, Alternative Investments, Wealth Management, Client Services, Investment Advisory, Emerging Markets, Series 7
Education
University of Notre Dame 1970 — 1974
BA, Sociology
The University of Texas at Austin 1974 — 1976
Ryan Haynes Ryan Haynes's Schroders Investment Management Experience November 2003 - Present
Job Portfolio Manager at Schroders Investment Management
Industry Investment Management
Experience
Schroders Investment Management November 2003 - Present
Skills
Alternative Investments, Investment Management, Asset Managment, Asset Allocation, Fixed Income, Portfolio Management, Bloomberg, Equities, Asset Management, Hedge Funds, Investment Strategies, Mutual Funds, Fund Of Funds, Bonds, Financial Services, Valuation, Financial Markets, Capital Markets, Derivatives
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Schroders Investment Management November 2003 - Present
Skills
Alternative Investments, Investment Management, Asset Managment, Asset Allocation, Fixed Income, Portfolio Management, Bloomberg, Equities, Asset Management, Hedge Funds, Investment Strategies, Mutual Funds, Fund Of Funds, Bonds, Financial Services, Valuation, Financial Markets, Capital Markets, Derivatives
Education
James Madison University 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Oumar Diagne Oumar Diagne's Schroders Investment Management Experience July 2007 - November 2008
Job Finance Manager WW Logistics & Supply Chain Finance at Apple
Industry Retail
Experience
Apple April 2015 - Present
Apple January 2013 - April 2015
Amazon February 2011 - January 2013
Amazon November 2008 - February 2011
Schroders Investment Management July 2007 - November 2008
ING Bank December 2005 - March 2006
Skills
Data Analysis, Forecasting, Finance, Process Improvement, Analysis, VBA, Financial Modeling, Data Mining, Financial Analysis, Analytics, Microsoft Excel, MySQL, Access, Financial Reporting, Business Analysis, Financial Forecasting, Oracle SQL, Cognos, Business Objects, Business Intelligence, FileMaker, Python, Collaborative Leadership
Education
Louvain School of Management
Master of Management Sciences, Quantitative Methods
HEC-ULg
Apple April 2015 - Present
Apple January 2013 - April 2015
Amazon February 2011 - January 2013
Amazon November 2008 - February 2011
Schroders Investment Management July 2007 - November 2008
ING Bank December 2005 - March 2006
Skills
Data Analysis, Forecasting, Finance, Process Improvement, Analysis, VBA, Financial Modeling, Data Mining, Financial Analysis, Analytics, Microsoft Excel, MySQL, Access, Financial Reporting, Business Analysis, Financial Forecasting, Oracle SQL, Cognos, Business Objects, Business Intelligence, FileMaker, Python, Collaborative Leadership
Education
Louvain School of Management
Master of Management Sciences, Quantitative Methods
HEC-ULg
Eric Friedland Eric Friedland's Schroders Investment Management Experience July 2011 - July 2015
Job Director of Municipal Bond Research at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2015 - Present
Schroders Investment Management July 2011 - July 2015
Fitch Ratings August 2009 - July 2011
Belle Haven Investment Management December 2008 - August 2009
Financial Security Assurance 1994 - 2008
Skills
Fixed Income, Municipalities, Structured Finance, Capital Markets, Bloomberg, Investment Banking, Bonds, Derivatives, Finance, Investments, Securities, Hedge Funds, Financial Analysis, Due Diligence, Asset Management, Financial Modeling, Credit Analysis, Alternative Investments, Equities, Financial Structuring
Education
Duke University - The Fuqua School of Business
Lord, Abbett & Co. LLC August 2015 - Present
Schroders Investment Management July 2011 - July 2015
Fitch Ratings August 2009 - July 2011
Belle Haven Investment Management December 2008 - August 2009
Financial Security Assurance 1994 - 2008
Skills
Fixed Income, Municipalities, Structured Finance, Capital Markets, Bloomberg, Investment Banking, Bonds, Derivatives, Finance, Investments, Securities, Hedge Funds, Financial Analysis, Due Diligence, Asset Management, Financial Modeling, Credit Analysis, Alternative Investments, Equities, Financial Structuring
Education
Duke University - The Fuqua School of Business
Eduardo Mendes, CFP®'s Schroders Investment Management Experience May 1999 - April 2008
Job Former Country Manager, in Brazil, for Schroders Asset Management, pursuing opportunities in the United States
Industry Financial Services
Experience
Schroders Brazil September 2010 - June 2014
Schroders Brazil April 2008 - June 2014
Schroder Investment Management May 1999 - June 2014
Schroders Investment Management May 1999 - April 2008
Itau Bankerst Trust April 1997 - April 1999
Banco Matrix May 1996 - May 1997
Banco Icatu January 1994 - December 1994
Skills
Asset Managment, Financial Markets, Fixed Income, Portfolio Management, Equities, Private Banking, Investments, Wealth Management, Capital Markets, Derivatives, Hedge Funds, Emerging Markets, Investment Banking, Mutual Funds, Investment Strategies, Alternative Investments, Fund Of Funds, Investment Management, Financial Services, Finance, Strategy, Asset Allocation, Asset Management, Corporate Finance, FX Options, Structured Products
Education
Universidade Federal de São Paulo 2002 — 2003
MBA FEA USP, Marketing
Fundação Getulio Vargas 1991 — 1995
Bachelor's Degree, Finance and Marketing, Top Quartile
colegio visconde porto seguro 1980 — 1990
High School
Schroders Brazil September 2010 - June 2014
Schroders Brazil April 2008 - June 2014
Schroder Investment Management May 1999 - June 2014
Schroders Investment Management May 1999 - April 2008
Itau Bankerst Trust April 1997 - April 1999
Banco Matrix May 1996 - May 1997
Banco Icatu January 1994 - December 1994
Skills
Asset Managment, Financial Markets, Fixed Income, Portfolio Management, Equities, Private Banking, Investments, Wealth Management, Capital Markets, Derivatives, Hedge Funds, Emerging Markets, Investment Banking, Mutual Funds, Investment Strategies, Alternative Investments, Fund Of Funds, Investment Management, Financial Services, Finance, Strategy, Asset Allocation, Asset Management, Corporate Finance, FX Options, Structured Products
Education
Universidade Federal de São Paulo 2002 — 2003
MBA FEA USP, Marketing
Fundação Getulio Vargas 1991 — 1995
Bachelor's Degree, Finance and Marketing, Top Quartile
colegio visconde porto seguro 1980 — 1990
High School
Patrick Kent Patrick Kent's Schroders Investment Management Experience June 1998 - March 2002
Job
Industry Financial Services
Experience
Wellington Management January 2011 - Present
Alydar Capital January 2009 - December 2010
CR Intrinsic Investors May 2006 - December 2008
The Boston Company Asset Management, LLC March 2002 - April 2006
Schroders Investment Management June 1998 - March 2002
Skills
Equity Research, Financial Analysis, Financial Markets, Investment Management, Valuation, Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Management, Investments, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2004
Master of Business Administration (MBA)
Bowdoin College 1991 — 1995
Bachelor's degree, English and Philosophy
Wellington Management January 2011 - Present
Alydar Capital January 2009 - December 2010
CR Intrinsic Investors May 2006 - December 2008
The Boston Company Asset Management, LLC March 2002 - April 2006
Schroders Investment Management June 1998 - March 2002
Skills
Equity Research, Financial Analysis, Financial Markets, Investment Management, Valuation, Equities, Bloomberg, Hedge Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Asset Management, Investments, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2004
Master of Business Administration (MBA)
Bowdoin College 1991 — 1995
Bachelor's degree, English and Philosophy
Jennifer Horne,CFA Jennifer Horne,CFA's Schroders Investment Management Experience May 2013 - Present
Job Head of Relationship Management at Schroders Investment Management
Industry Financial Services
Experience
Schroders Investment Management May 2013 - Present
BlackRock April 2008 - May 2013
Evaluation Associates April 1995 - April 2007
Oppenheimer Capital April 1989 - April 1995
Skills
CFA, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Equities
Education
Duke University
BA, Economics/Finance
Schroders Investment Management May 2013 - Present
BlackRock April 2008 - May 2013
Evaluation Associates April 1995 - April 2007
Oppenheimer Capital April 1989 - April 1995
Skills
CFA, Asset Allocation, Investment Strategies, Alternative Investments, Fixed Income, Asset Management, Equities
Education
Duke University
BA, Economics/Finance
Charlie Serocold, JD, MBA Charlie Serocold, JD, MBA's Schroders Investment Management Experience September 1999 - August 2001
Job Director | Consultant | Implementing and Managing Legal and Compliance Solutions at Thomson Reuters
Industry Legal Services
Experience
Thomson Reuters July 2014 - Present
Thomson Reuters May 2013 - July 2014
Shariah Capital Inc October 2010 - May 2013
First Title Insurance plc January 2008 - March 2009
First Title Insurance plc August 2006 - December 2007
Ambrose Appelbe Solicitor July 2004 - August 2006
Lovells October 2003 - June 2004
Schroders Investment Management September 1999 - August 2001
Skills
Litigation, Insurance, Negotiation, Banking, Asset Management, Management Consulting, Consultancy, Strategic Planning, Business Strategy, Marketing Strategy, Business Analysis, Emotional Intelligence, Business Management, New Business Development, Accounting, Account Management, Financial Accounting, Financial Reporting, Legal Writing, Legal Compliance, Legal Services, Legal Support, Legal Advice, Marketing Communications, Internal Communications, Management, Strategy, Portfolio Management, Project Management, Business Development, Risk Management, Leadership, Change Management, Finance, Investments, Financial Services, Due Diligence, Business Planning, Forecasting, Consulting
Education
Hult International Business School 2009 — 2010
MBA, International Business, Finance, Marketing, Strategy, Economics
BPP Law School 2001 — 2003
PGDL, Law
The University of Manchester 1995 — 1999
BA (Hons), English and French
Eton College 1990 — 1995
A-Levels/GCSEs, English, French, History
Thomson Reuters July 2014 - Present
Thomson Reuters May 2013 - July 2014
Shariah Capital Inc October 2010 - May 2013
First Title Insurance plc January 2008 - March 2009
First Title Insurance plc August 2006 - December 2007
Ambrose Appelbe Solicitor July 2004 - August 2006
Lovells October 2003 - June 2004
Schroders Investment Management September 1999 - August 2001
Skills
Litigation, Insurance, Negotiation, Banking, Asset Management, Management Consulting, Consultancy, Strategic Planning, Business Strategy, Marketing Strategy, Business Analysis, Emotional Intelligence, Business Management, New Business Development, Accounting, Account Management, Financial Accounting, Financial Reporting, Legal Writing, Legal Compliance, Legal Services, Legal Support, Legal Advice, Marketing Communications, Internal Communications, Management, Strategy, Portfolio Management, Project Management, Business Development, Risk Management, Leadership, Change Management, Finance, Investments, Financial Services, Due Diligence, Business Planning, Forecasting, Consulting
Education
Hult International Business School 2009 — 2010
MBA, International Business, Finance, Marketing, Strategy, Economics
BPP Law School 2001 — 2003
PGDL, Law
The University of Manchester 1995 — 1999
BA (Hons), English and French
Eton College 1990 — 1995
A-Levels/GCSEs, English, French, History
Phil Corigliano Phil Corigliano's Schroders Investment Management Experience November 2010 - December 2012
Job Senior Sales Analyst at Melissa & Doug
Industry Financial Services
Experience
Melissa & Doug January 2013 - Present
Schroders Investment Management November 2010 - December 2012
University of Florida Investment Corporation (UFICO) May 2009 - August 2009
Wexford Capital LLC March 2007 - August 2008
Self Employed January 2007 - March 2007
Bisys Hedge Fund Services November 2001 - October 2006
The Vanguard Group August 1999 - October 2001
Millbrook Incorporated September 1997 - August 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Institutional Sales, Marketing, Investor Relations, Forecasting, Financial Analysis, Competitive Analysis
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance
Lehigh University 1994 — 1998
BS, Industrial Engineering
Melissa & Doug January 2013 - Present
Schroders Investment Management November 2010 - December 2012
University of Florida Investment Corporation (UFICO) May 2009 - August 2009
Wexford Capital LLC March 2007 - August 2008
Self Employed January 2007 - March 2007
Bisys Hedge Fund Services November 2001 - October 2006
The Vanguard Group August 1999 - October 2001
Millbrook Incorporated September 1997 - August 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Institutional Sales, Marketing, Investor Relations, Forecasting, Financial Analysis, Competitive Analysis
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance
Lehigh University 1994 — 1998
BS, Industrial Engineering
Herve van Caloen Herve van Caloen's Schroders Investment Management Experience 1996 - 1997
Job Portfolio Manager at Belpointe Asset Management
Industry Financial Services
Experience
Belpointe Asset Management LLC October 2011 - Present
Simms Capital Management 1998 - 2002
Schroders Investment Management 1996 - 1997
Provident Capital Management April 1993 - November 1996
Mitchell Hutchins Asset Management August 1989 - December 1991
Scudder Stevens and Clark 1985 - 1989
Skills
Hedge Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Equity Research, Investment Strategies, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
Deurle
Deurle
Belpointe Asset Management LLC October 2011 - Present
Simms Capital Management 1998 - 2002
Schroders Investment Management 1996 - 1997
Provident Capital Management April 1993 - November 1996
Mitchell Hutchins Asset Management August 1989 - December 1991
Scudder Stevens and Clark 1985 - 1989
Skills
Hedge Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Investment Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Equity Research, Investment Strategies, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1983 — 1985
MBA, Finance
Deurle
Deurle
Ken Simon's Schroders Investment Management Experience February 2007 - May 2012
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
Orchard Real Estate June 2012 - Present
New York Life Insurance Company May 2014 - Present
Schroders Investment Management February 2007 - May 2012
J. & W. Seligman & Company Inc. June 1997 - February 2007
Weil Gotshal and Manges October 1994 - June 1997
Skills
Talent Management, Recruiting, Employee Relations, Employee Benefits, International HR, Succession Planning, Performance Management, Deferred Compensation, Human Resources, Compensation & Benefit, Strategic Human..., Strategic Recruitment...
Education
State University of New York at Albany
BS, Economics
Orchard Real Estate June 2012 - Present
New York Life Insurance Company May 2014 - Present
Schroders Investment Management February 2007 - May 2012
J. & W. Seligman & Company Inc. June 1997 - February 2007
Weil Gotshal and Manges October 1994 - June 1997
Skills
Talent Management, Recruiting, Employee Relations, Employee Benefits, International HR, Succession Planning, Performance Management, Deferred Compensation, Human Resources, Compensation & Benefit, Strategic Human..., Strategic Recruitment...
Education
State University of New York at Albany
BS, Economics
Louie Leung's Schroders Investment Management Experience May 2006 - June 2007
Job Windows system administrator at Thomson
Industry Financial Services
Experience
Thomson Reuters June 2007 - Present
Schroders Investment Management May 2006 - June 2007
Thomson Financial April 2004 - May 2006
Reuters December 1999 - December 2003
Skills
VMware, Disaster Recovery, Windows Server, Servers, Active Directory, DHCP, DNS, Citrix, Hardware, Networking, TCP/IP, Data Center, Troubleshooting, Technical Support, ITIL, Software Documentation, Vendor Management, Solaris, Unix, Software Installation, Remote Desktop
Education
Pace University
B.S. Degree, Information Systems
Thomson Reuters June 2007 - Present
Schroders Investment Management May 2006 - June 2007
Thomson Financial April 2004 - May 2006
Reuters December 1999 - December 2003
Skills
VMware, Disaster Recovery, Windows Server, Servers, Active Directory, DHCP, DNS, Citrix, Hardware, Networking, TCP/IP, Data Center, Troubleshooting, Technical Support, ITIL, Software Documentation, Vendor Management, Solaris, Unix, Software Installation, Remote Desktop
Education
Pace University
B.S. Degree, Information Systems
Anita Whelan's Schroders Investment Management Experience 1995 - 1998
Job Senior Attorney, Regulatory and Compliance
Industry Financial Services
Experience
Standard & Poor's March 2002 - Present
Vista Research, a division of Standard and Poor's March 2007 - May 2009
Morgan Stanley 1998 - 2001
Schroders Investment Management 1995 - 1998
Prudential Investments September 1987 - November 1995
Skills
Due Diligence, Hedge Funds, Capital Markets, Securities, Asset Managment, Private Equity, Equities, Securities Regulation, Mergers, Derivatives, Corporate Governance, Risk Management, Investments, Corporate Finance, Fixed Income, Financial Risk, Trading, Financial Services, AML, Emerging Markets, Investment Banking, Asset Management, Financial Regulation, Bonds, Financial Markets, Structured Products, SEC, Mutual Funds, Mergers & Acquisitions, Operational Risk, Bloomberg, Broker-Dealer, Structured Finance, Portfolio Management, Series 7, FINRA, Alternative Investments, Options, Financial Institutions, Finance, Securitization, Equity Research, Investment Management, Investment Advisers Act, Licensing, Venture Capital, Investment Company Act, Investment Advisory, Series 24, ETFs
Education
Syracuse University College of Law 1980 — 1982
JD, Law
Le Moyne College 1977 — 1979
B.S., Accounting
Standard & Poor's March 2002 - Present
Vista Research, a division of Standard and Poor's March 2007 - May 2009
Morgan Stanley 1998 - 2001
Schroders Investment Management 1995 - 1998
Prudential Investments September 1987 - November 1995
Skills
Due Diligence, Hedge Funds, Capital Markets, Securities, Asset Managment, Private Equity, Equities, Securities Regulation, Mergers, Derivatives, Corporate Governance, Risk Management, Investments, Corporate Finance, Fixed Income, Financial Risk, Trading, Financial Services, AML, Emerging Markets, Investment Banking, Asset Management, Financial Regulation, Bonds, Financial Markets, Structured Products, SEC, Mutual Funds, Mergers & Acquisitions, Operational Risk, Bloomberg, Broker-Dealer, Structured Finance, Portfolio Management, Series 7, FINRA, Alternative Investments, Options, Financial Institutions, Finance, Securitization, Equity Research, Investment Management, Investment Advisers Act, Licensing, Venture Capital, Investment Company Act, Investment Advisory, Series 24, ETFs
Education
Syracuse University College of Law 1980 — 1982
JD, Law
Le Moyne College 1977 — 1979
B.S., Accounting
Ross Servick's Schroders Investment Management Experience May 2012 - Present
Job Head of North American Consultant and Client Relations, and Head of Canadian Distribution
Industry Financial Services
Experience
Schroders Investment Management May 2012 - Present
Managers Investment Group January 1997 - February 2006
Skills
Alternative Investments, Asset Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Fixed Income
Education
Denison University 1987 — 1991
BA, Economics Major History Minor
Schroders Investment Management May 2012 - Present
Managers Investment Group January 1997 - February 2006
Skills
Alternative Investments, Asset Management, Investments, Asset Managment, Investment Strategies, Asset Allocation, Investment Management, Fixed Income
Education
Denison University 1987 — 1991
BA, Economics Major History Minor
Frances Selby's Schroders Investment Management Experience 1997 - 2003
Job RWC Partners
Industry Investment Management
Experience
RWC Partners March 2015 - Present
Everest Capital January 2012 - March 2015
Tourmalet Advisors October 2009 - January 2012
Pequot Capital April 2003 - October 2009
Schroders Investment Management. 1997 - 2003
Alliance Capital 1991 - 1997
Education
Mount Holyoke College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance, General
RWC Partners March 2015 - Present
Everest Capital January 2012 - March 2015
Tourmalet Advisors October 2009 - January 2012
Pequot Capital April 2003 - October 2009
Schroders Investment Management. 1997 - 2003
Alliance Capital 1991 - 1997
Education
Mount Holyoke College
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance, General
Mercedes Schoppik's Schroders Investment Management Experience 2003 - 2008
Job Head of Institutional Sales at JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
JPMorgan April 2009 - Present
Schroders 2003 - 2009
Schroders Investment Management 2003 - 2008
INVESCO June 2000 - November 2003
BAWAG 1998 - 2000
Skills
Asset Management, Alternative Investments, Financial Markets, Hedge Funds, Fixed Income
Education
Donau-Universität Krems
MBA, Entrepreneurship CEE and Finance
Horn
William Linden's Schroders Investment Management Experience April 2007 - November 2008
Job SVP Securities Lending at Citi
Industry Information Technology and Services
Experience
Citi March 2015 - Present
Citi June 2010 - Present
Ryan Associates January 2010 - June 2010
Schroders Investment Management April 2007 - November 2008
Mellon HBV Alternative Strategies, LLC January 2003 - April 2007
Sungard (formerly IBSI) January 2001 - January 2003
VERBIND, INC January 2000 - January 2001
SS&C Technologies January 1996 - December 2000
First Data Corporation July 1993 - January 1996
Skills
Fixed Income, Asset Managment, Equities, Trading, Hedge Funds, Portfolio Management, Investments, Investment Banking, Change Management
Education
University of Connecticut 1998 — 2000
Masters, Masters in Business Administration
Siena College 1989 — 1993
BS, Finance
Citi March 2015 - Present
Citi June 2010 - Present
Ryan Associates January 2010 - June 2010
Schroders Investment Management April 2007 - November 2008
Mellon HBV Alternative Strategies, LLC January 2003 - April 2007
Sungard (formerly IBSI) January 2001 - January 2003
VERBIND, INC January 2000 - January 2001
SS&C Technologies January 1996 - December 2000
First Data Corporation July 1993 - January 1996
Skills
Fixed Income, Asset Managment, Equities, Trading, Hedge Funds, Portfolio Management, Investments, Investment Banking, Change Management
Education
University of Connecticut 1998 — 2000
Masters, Masters in Business Administration
Siena College 1989 — 1993
BS, Finance
James Carpenter CIMA, ChFC's Schroders Investment Management Experience May 2012 - Present
Job Sales Director South Atlantic at Schroders
Industry Financial Services
Experience
Schroders Investment Management May 2012 - Present
Goldman Sachs Asset Management 2010 - December 2011
Evergreen Investments/ Wells Fargo Funds 2007 - 2010
Legg Mason 2004 - 2007
ING Investment Management 2001 - 2004
Dreyfus 1999 - 2001
CBIZ 1995 - 1999
Transamerica Life Insurance Company 1989 - 1993
Skills
Series 7, Series 63, 65, Variable Products, Managed Accounts, Managing Accounts, Estate Planning, Private Equity, Wealth, IRAs, Financial Planners, Risk Management, Portfolio Management, High Net Worth..., Equities, Life Insurance, Asset, Finance, Emerging Markets
Education
Reed College
BA, Social Science
The American College
ChFC
Wharton Business School
CIMA
Schroders Investment Management May 2012 - Present
Goldman Sachs Asset Management 2010 - December 2011
Evergreen Investments/ Wells Fargo Funds 2007 - 2010
Legg Mason 2004 - 2007
ING Investment Management 2001 - 2004
Dreyfus 1999 - 2001
CBIZ 1995 - 1999
Transamerica Life Insurance Company 1989 - 1993
Skills
Series 7, Series 63, 65, Variable Products, Managed Accounts, Managing Accounts, Estate Planning, Private Equity, Wealth, IRAs, Financial Planners, Risk Management, Portfolio Management, High Net Worth..., Equities, Life Insurance, Asset, Finance, Emerging Markets
Education
Reed College
BA, Social Science
The American College
ChFC
Wharton Business School
CIMA
Devin Thompson's Schroders Investment Management Experience May 2010 - April 2013
Job Systems Administrator at American Realty Capital
Industry Management Consulting
Experience
American Realty Capital April 2013 - Present
Schroders Investment Management May 2010 - April 2013
PricewaterhouseCoopers May 2008 - May 2010
Skills
ITIL, Windows Server, Microsoft SQL Server, Active Directory, Disaster Recovery
Education
New York Institute of Technology 2004 — 2008
Information Technology, Network Security
American Realty Capital April 2013 - Present
Schroders Investment Management May 2010 - April 2013
PricewaterhouseCoopers May 2008 - May 2010
Skills
ITIL, Windows Server, Microsoft SQL Server, Active Directory, Disaster Recovery
Education
New York Institute of Technology 2004 — 2008
Information Technology, Network Security
Peter Wen's Schroders Investment Management Experience October 2010 - Present
Job Healthcare Equity Analyst at Schroders Investment Management
Industry Investment Management
Experience
Schroders Investment Management October 2010 - Present
AG ASSET MANAGEMENT (formerly CSAM / Warburg Pincus) 2004 - 2009
CREDIT SUISSE ASSET MANAGEMENT (WARBURG PINCUS), INC. 1999 - 2004
LYNCH & MAYER, INC. 1994 - 1999
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Harvard University 1980 — 1984
B.A., Biology, General
Schroders Investment Management October 2010 - Present
AG ASSET MANAGEMENT (formerly CSAM / Warburg Pincus) 2004 - 2009
CREDIT SUISSE ASSET MANAGEMENT (WARBURG PINCUS), INC. 1999 - 2004
LYNCH & MAYER, INC. 1994 - 1999
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, General
Harvard University 1980 — 1984
B.A., Biology, General
Greg W. Bradley's Schroders Investment Management Experience 2010 - 2011
Job Head of Client Service/Equity Strategist at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC 2013 - Present
Schroders Investment Management 2010 - 2011
Hewlett-Packard 2009 - 2010
Evergreen Investments - Wachovia 2007 - 2008
Bank of America - Columbia Management 1997 - 2007
Skills
FINRA Licenses: Series..., Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Series 7, Business Relationship..., Wealth Management, Asset Allocation, Salesforce.com, Building Relationships, CRM, Consultative Selling..., Key Account Management, Marketing Strategy, Strategic Planning, Project Management, P&L Responsibility, Business Development, Start-ups, Mergers & Acquisitions
Education
Florida State University
Bachelor of Science (BS), Finance
Sterling Capital Management LLC 2013 - Present
Schroders Investment Management 2010 - 2011
Hewlett-Packard 2009 - 2010
Evergreen Investments - Wachovia 2007 - 2008
Bank of America - Columbia Management 1997 - 2007
Skills
FINRA Licenses: Series..., Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Series 7, Business Relationship..., Wealth Management, Asset Allocation, Salesforce.com, Building Relationships, CRM, Consultative Selling..., Key Account Management, Marketing Strategy, Strategic Planning, Project Management, P&L Responsibility, Business Development, Start-ups, Mergers & Acquisitions
Education
Florida State University
Bachelor of Science (BS), Finance