Segal Rogerscasey
Industry: Company
DescriptionFounded: 1969 Subsidiary: Segal Rogerscasey LLC Parent organization: Segal Marco Advisors
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Segal Rogerscasey Employees
Artist Capital Inc. September 2013 - Present
Strategic Value Partners, LLC July 2010 - September 2013
Natsource May 2008 - June 2010
Bear Stearns Asset Management LLC June 2000 - April 2008
Segal Rogerscasey July 1999 - June 2000
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Private Equity, Equities, Commodity, Series 7, Investment Management, New Business Development, Investor Relations, Structured Finance
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Segal Rogerscasey October 2011 - Present
Segal Advisors September 2007 - September 2011
J&J Marine Yacht Sales January 2007 - August 2007
Yale University Careers December 2003 - June 2006
Skills
Asset Allocation, Investments, Pensions, Alternative Investments, Hedge Funds, Fixed Income, Investment Advisory, Equities, Asset Managment, Portfolio Management, Capital Markets, Private Equity, Mutual Funds, Investment Management, Investment Strategies, Financial Advisory, Wealth Management, Asset Management, Banking
Education
University of Connecticut 2013 — 2016
Master of Business Administration (M.B.A.)
EMLYON Business School 2015 — 2015
Exchange program, International Business
Providence College 2003 — 2007
B.A., History/Italian
Self Employed January 2014 - Present
The Bogdahn Group September 2012 - September 2013
Segal Rogerscasey October 2006 - August 2012
Portfolio Analytics August 2000 - September 2006
MajorBrokerage Firms December 1988 - July 2000
Skills
Asset Allocation, Defined Benefit, Asset Managment, Investments, Pensions, Portfolio Management, Pension Funds, 401k, Alternative Investments, Investment Strategies, Hedge Funds, Fixed Income, Equities, Financial Modeling, Investment Advisory, Capital Markets, Private Equity, Bloomberg, Derivatives, Equity Derivatives, Securities, Emerging Markets, Bonds, Due Diligence, Structured Finance, Commodity, Institutional..., Valuation, Mutual Funds, Investment Management, Retirement, Defined Contribution, Financial Analysis, Asset Management, Equity Research, FINRA, Financial Services, Risk Management, Management, Fund Of Funds, Venture Capital
Education
Northwood University
Bachelor of Business Administration (BBA)
University of Detroit Mercy
Master of Business Administration (MBA)
BNY Mellon July 2012 - Present
Hartford Investment Management October 2007 - June 2012
Segal Rogerscasey July 2004 - October 2007
Skills
Fixed Income, Analysis, Product Management, Performance Measurement, Competitive Analysis, Relationship Management, Marketing, Databases, Product Analysis, New Business Development, Microsoft Word, Product Development, Client Services, PowerPoint, Microsoft Excel
Education
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Moses Brown School, Providence RI 1996 — 2000
Cornell University May 2013 - Present
Segal Rogerscasey February 2012 - April 2013
RogersCasey January 2011 - February 2012
Deloitte December 2007 - January 2008
Skills
Microsoft Excel, Financial Analysis, Investments, argus, Portfolio Performance..., Barra Aegis, Bloomberg, SNL, Capital IQ
Education
Cornell University 2013 — 2014
Master of Management in Hospitality (MMH), Real Estate, 3.5
Binghamton University 2010 — 2011
Master of Science (MS), Accounting and MIS
Binghamton University 2006 — 2010
Bachelor of Science (BS), Accounting
Copenhagen Business School 2008 — 2008
Study Abroad, Marketing and Negotiation
Segal Rogerscasey April 2013 - Present
Segal Rogerscasey September 2008 - March 2013
Skills
Performance Measurement, Performance Metrics, Investment Performance, Investments, Return on Investment, Asset Allocation, Financial Analysis, Mutual Funds, Investment Strategies, Due Diligence, Management, Equities, Financial Modeling, Valuation
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, Economics
Segal Rogerscasey August 2012 - Present
Manulife Financial June 2011 - August 2012
CIBC Asset Management 2002 - February 2011
Merrill Lynch Investment Managers November 1999 - October 2001
Education
University of Alberta 1988 — 1992
BA, Political Science
Jewish Federation of Metropolitan Chicago October 2002 - Present
Segal Rogerscasey February 2000 - September 2002
Ennis Knupp & Associates June 1994 - February 2000
Ibbotson Associates March 1991 - June 1994
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Investment Management, Investment Strategies, Mutual Funds, Financial Analysis, Asset Allocation, Financial Modeling
Education
The University of Chicago Booth School of Business 1995 — 1999
Master of Business Administration (MBA), Economics
Cornell University 1986 — 1990
Bachelor of Arts (BA), Economics
Segal Rogerscasey 1998 - Present
Skills
Employee Benefits, Employee Relations, Recruiting, Performance Management, Talent Management, Human Resources, Financial Services, Talent Acquisition, Benefits Administration, Investments, College Recruiting, Defined Benefit, Management, Applicant Tracking..., Executive Search, Temporary Placement, Technical Recruiting, Pensions, Organizational..., Payroll
Education
Mercy College
Human Resource Management
Mercy College
BS, Public Accounting
LCG Associates August 2015 - Present
Segal Rogerscasey November 2013 - August 2015
Morgan Stanley May 2012 - August 2012
Raymond James Financial Inc. June 2011 - August 2011
Allstate July 2011 - July 2011
Skills
Data Analysis, Valuation Modeling, Financial Modeling, Client Presentation, Manage Client..., Pitch Books, Market Research, Technical Analysis, Investment Advisory, Investment Strategies, Asset Allocation, Trend Analysis, Microsoft Excel, PowerPoint, Sunguard, Dorsey Wright Financial..., LifeView Financial..., Morningstar, Bloomberg Software
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Investment Finance, Management
Prudential Fixed Income July 2015 - Present
Segal Rogerscasey October 2012 - July 2015
Axis Capital 2012 - 2012
Capital Group 2004 - 2011
Skills
Excel, Bloomberg, Access, VBA, Fixed Income, PolyPaths, Quantitative Analysis, Statistics, Factset, Risk Analysis, Market Risk, Performance Analysis, Barclays POINT, Yield Book, Morgan Markets, C++, Competitive Analysis, Zephyr Style Analysis, Barclays Point, Quantitative Analytics, Portfolio Management, Due Diligence
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Science, Mathematics - Applied Science, Specialization in Computing
HSBC Private Bank August 2015 - Present
Deutsche Bank November 2010 - August 2015
MetLife May 2010 - November 2010
Segal Rogerscasey September 2008 - October 2009
PARS Environmental, Inc. July 2006 - August 2008
Kobo Products, Inc. August 2002 - July 2006
Skills
Financial Analysis, Banking, Economics, Finance, Leadership, Wealth Management, Private Banking, Financial Services, Wealth Management..., Investment Banking, Capital Markets, Bloomberg, Asset Management, Financial Risk, Investment Management, Emerging Markets, Valuation, Financial Reporting, Project Management, Due Diligence, Financial Markets, KYC, Bloomberg Terminal, Series 7, Equities, Fixed Income, Securities, Investments, Risk Management, Trading, FX Options, Mutual Funds, Bonds, Options, Portfolio Management, Structured Products
Education
Rutgers University-New Brunswick 2004 — 2008
Bachelor of Arts, Economics
University of Connecticut August 2013 - December 2014
Segal Rogerscasey July 2012 - May 2013
RogersCasey June 2010 - June 2012
RogersCasey January 2010 - May 2010
University of Bridgeport February 2009 - December 2009
Internal Revenue Service January 2009 - April 2009
Skills
Mutual Funds, Due Diligence, Investments, Fixed Income, Financial Analysis, Asset Managment, Microsoft Excel
Education
The University of Connecticut School of Business 2013 — 2014
Master's degree, Financial Risk Management, 3.75
University of Bridgeport 2008 — 2010
Bachelor's degree, Accounting, 3.85/4.00 (Summa Cum Laude)
East China Jiaotong University 2005 — 2008
Bachelor's degree, Accounting
Segal Rogerscasey 2012 - Present
GE Asset Management 2007 - 2011
RogersCasey 2001 - 2007
Amerivest Advisory Corporation 2000 - 2001
Prudential Securities 1997 - 2000
Oppenheimer & Co. 1995 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Business Development, Due Diligence, Investment Management, Hedge Funds, CRM, Investment Strategies, Financial Services, Options, Client Retention, Finance, Bonds, Relationship Management, Wealth Management, Private Equity, Retirement Planning, Defined Benefit, Consulting, Strategic Financial..., Financial Advisory, Pensions, Customer Experience, Customer Retention, Client Relationship..., Public Speaking, Institutional, Client Service, Client Experience, Financial Planning, Defined Contribution, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Financial Planning
University of Massachusetts at Lowell
Bachelor of Science, Finance
Malden Catholic High School
Segal Rogerscasey February 2012 - Present
RogersCasey December 2009 - February 2012
Rogerscasey April 2008 - December 2009
RogersCasey April 2007 - April 2008
RogersCasey April 2006 - April 2007
RogersCasey June 2004 - April 2006
Skills
Negotiation, Asset Management, Fixed Income, Risk Management, Asset Managment, Finance, Hedge Funds, Strategy, Business Development, Management, Business Strategy, Start-ups, Pensions, Alternative Investments, Asset Allocation, Due Diligence, Equities, Financial Modeling, Financial Services, Investments, Management Consulting, Marketing Strategy, Portfolio Management, Private Equity, Relationship Management, Research, Valuation, Executive Management, Capital Markets, Investment Strategies, Financial Analysis, Investment Management, Mutual Funds, Corporate Finance, Analysis, Investment Banking
Education
University of Bridgeport 2006 — 2009
Master, Technology Management
University of Bridgeport 2001 — 2004
B.S. International Business and Finance, Finance and International Business
Britanico
Lyndon B. Johnson
Aon Hewitt April 2014 - Present
Aon Hewitt June 2012 - Present
Segal Rogerscasey February 2012 - June 2012
Rogerscasey April 2011 - February 2012
Rogerscasey April 2010 - March 2011
DS Enterprises LLC 1998 - March 2010
RogersCasey 1996 - 1998
RogersCasey 1995 - 1996
The New England Guild, Inc. 1993 - 1995
Phoenix Investment Counsel 1990 - 1993
Skills
Asset Allocation, Defined Benefit, Defined Contribution, Investments, 401k, 403 b, Technical Editing, Technical writing
Education
Trinity College-Hartford 1992 — 1995
M.A., Economics
University of Hartford
B.S., Business Administration/Accounting
Segal Rogerscasey May 2014 - Present
RAM Fund - Student Investment Fund January 2012 - May 2012
Skills
Teamwork, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, DCF Valuation, Pivot Tables, Accounting
Education
University of Rhode Island - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance, General
Mercer Investments April 2014 - Present
Segal Rogerscasey April 2010 - April 2014
R.V. Kuhns & Associates January 2008 - March 2010
Courtland Partners December 2006 - December 2007
D.A. Hudson & Associates October 1998 - December 2006
Gelfand Partners Asset Management June 1996 - October 1998
Skills
Client Service Oriented, New Business Development, Investments, Investment Consulting, Asset Allocation, Taft-Hartley, Public Funds, Endowment Funds, Foundation Funds, Value Investing, Graham-Dodd, Margin Of Safety, Principal Preservation, Investment Management, Defined Benefit, Pension Funds, Defined Contribution, Investment Advisory, Pensions, Retirement, Finance, Real Estate, Financial Markets, Asset Management, Alternative Investments, Hedge Funds
Education
Cleveland State University 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Cleveland State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Segal Rogerscasey February 2012 - Present
RogersCasey February 1996 - April 2012
SEI Investments 1992 - 1996
Waytt Company January 1988 - January 1992
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investment Strategies, Fund Of Funds, Equities, Investment Advisory, Investments, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Endowments, Bloomberg, Series 7, Investment Management, Pensions, Mutual Funds, Institutional..., Asset Management
Education
Florida International University 1981 — 1983
MBA, Finance
University of Tennessee-Knoxville
Bachelor's degree, Design and Applied Arts, 3.2
Retired but still 🏃 January 2014 - Present
Segal Rogerscasey January 1972 - December 2013
Education
Loyola University Chicago
Master of Business Administration (M.B.A.), Finance
University of Notre Dame
Economics
Segal Rogerscasey October 2011 - Present
AllianceBernstein June 2010 - October 2011
South Carolina Retirement System Investment Commision November 2009 - June 2010
The Moore School of Business August 2009 - May 2010
Kohl's Department Stores June 2009 - August 2009
The Moore School of Business January 2007 - August 2009
Skills
Qualitative Research, Morningstar, Paris, LatentZero Sentinel, Code Compliance, Compliance Management, Excel, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Portfolio Management, Equities, Bloomberg Terminal, Mutual Funds, Time Management, Investments, Equity Research, Analysis, Asset Management
Education
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Science
Segal Rogerscasey February 2009 - Present
The Dermot Company, Inc October 2006 - October 2008
USTA July 2006 - September 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Dynamics SL, Accounts Receivable, Invoicing, Project Management, Financial Analysis, Accounting, Outlook, PowerPoint, Access, Time Management, Spreadsheets, Financial Reporting, Insurance
Education
City University of New York-Baruch College 2011 — 2014
Bachelor's Degree, Business Administration and Management, General
Queensborough Community College 2008 — 2010
Associate's Degree, Business Administration
Rocaton Investment Advisors September 2014 - Present
Segal Rogerscasey April 2014 - September 2014
Segal Rogerscasey October 2011 - March 2014
Segal Advisors June 2007 - September 2011
Education
Providence College 2003 — 2007
Bachelor, Finance, with a minor in French
Towers Watson September 2013 - Present
Segal Rogerscasey February 2012 - September 2013
RogersCasey November 2009 - February 2012
RogersCasey April 2006 - November 2009
Managers Investment Group 1998 - 2006
AllianceBernstein 1997 - 1998
Morgan Stanley Investment Management 1995 - 1997
Dillon Read 1991 - 1995
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory
Education
Siena College 1987 — 1991
BA, Economics
Delta Air Lines September 2013 - Present
Segal Rogerscasey January 2012 - August 2013
RogersCasey April 2009 - January 2012
RogersCasey June 2008 - April 2009
Delta Air Lines January 2006 - June 2008
Delta Air Lines 2000 - 2005
Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Asset Managment, Equities, Hedge Funds, Portfolio Management, Valuation, Investment Strategies, Bloomberg, Capital Markets, Due Diligence, Wealth Management, Investment Advisory, Financial Analysis, Mutual Funds, Financial Modeling, Financial Markets, Financial Services, Derivatives
Education
Georgia State University 2002 — 2005
Master of Science - Finance, Investments, Corporate Finance
Georgia State University 1996 — 2000
BBA, Finance
Segal Rogerscasey September 2012 - Present
TD Bank Group March 2009 - September 2012
CIBC December 2002 - March 2009
Financial Services Commission of Ontario 2002 - 2003
Deloitte & Touche LLP 1996 - 2002
Actuarial Research Foundation 1997 - 1999
Matheis Team Financial 1992 - 1996
KPMG Peat Marwick 1991 - 1992
Mercer Consulting 1985 - 1990
Transamerica Life Insurance Company 1984 - 1985
Skills
Investment Strategies, Pensions, Investments, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Insurance, Pension Funds, Mutual Funds, Financial Services, Employee Benefits, Valuation, Investment Management, Financial Advisory, Retirement, Business Development, Due Diligence, Retirement Planning, Actuarial Science, Finance, Financial Planning, Public Speaking, Strategic Financial..., Defined Benefit, Pension Administration, Financial Risk, Equities, Risk Management, Fixed Income, Investment Advisory, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Alternative Investments, Capital Markets, Strategy, Corporate Finance, Life Insurance, Fixed Annuities, Securities, Derivatives, Wealth, Hedge Funds
Education
Ambassador University 1992 — 1994
BA, Liberal Arts
York University 1980 — 1984
BA, Mathematics/ Computer Science
York Memorial Collegiate Institute 1975 — 1980
Honours
UBS Global Asset Management June 2011 - January 2015
Aviva Investors 2009 - 2011
Kern Capital Management LLC 2005 - 2008
Timessquare Capital Mgt Inc 2001 - 2005
Neuberger Berman 1991 - 2001
Bankers Trust 1988 - 1991
Buck Consultants 1986 - 1988
Segal Rogerscasey 1983 - 1986
Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA
Stony Brook University 1979 — 1983
B.A.
Morningstar Canada June 2014 - Present
Segal Rogerscasey April 2014 - June 2014
Segal Rogerscasey August 2011 - March 2014
BMO Financial Group April 2010 - August 2011
Ernst & Young July 2008 - August 2008
Skills
Banking, Investments, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Relationship Management, Capital Markets, Asset Management, Asset Allocation, Finance, Due Diligence, Investment Advisory, Economics, Investment Banking, Hedge Funds
Education
Concordia University 2005 — 2008
Bachelor of Commerce, Finance & Economics
CFA Institute
Segal Rogerscasey March 2013 - Present
KStone Partners LLC March 2011 - February 2013
Thomson Reuters May 2009 - December 2009
Thomson Reuters May 2007 - May 2009
Education
Santa Clara University - Leavey School of Business
Master of Business Administration (MBA)
University of Pennsylvania 2002 — 2006
Bachelor of Arts, History
Hackley School 1998 — 2002
Mercer September 2015 - Present
Segal Rogerscasey February 2011 - September 2015
Coca-Cola Refreshments May 2010 - January 2011
Skills
Investments, Asset Management, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investment Strategies, Mutual Funds, Fixed Income, Management, Investment Management, Bloomberg, Retirement Planning
Education
Auburn University, College of Business 2006 — 2010
Finance
Segal Rogerscasey March 2015 - Present
Segal Rogerscasey August 2013 - March 2015
Segal Rogerscasey March 2009 - August 2013
RogersCasey May 2007 - March 2009
EverBank August 2005 - May 2007
Skills
Fixed Income, Equities, Investments, Portfolio Management, Valuation, Alternative Investments, Financial Modeling, Capital Markets, Due Diligence, Asset Allocation, Investment Banking, Asset Management, Investment Strategies, Investment Management
Education
University of Bridgeport 2006 — 2008
MBA, Business Administration and Management, General
Southern Connecticut State University 2001 — 2005
BS, Management of Information Systems
Segal Rogerscasey October 2012 - Present
Iona College January 2007 - Present
Verizon Investment Management Corp. September 2006 - October 2012
Standard & Poor's August 2003 - September 2006
Standard & Poor's September 2002 - July 2003
Skills
Risk Management, Financial Analysis, Valuation, Asset Management, Hedge Funds, Investments, Fixed Income, Equities, Portfolio Management, Structured Finance, Investment Strategies, Financial Modeling, Bloomberg, Finance, Derivatives, Structured Products, Options, Capital Markets, Corporate Finance
Education
Iona College 2003 — 2005
MBA, Financial Management
Iona College 1999 — 2003
BBA, Major: Finance / Minor: Economics
Performance Equity Management, LLC June 2015 - Present
Segal Rogerscasey March 2013 - June 2015
Brown Brothers Harriman September 2012 - March 2013
Cruice Financial Organization August 2011 - May 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg, Market Research, Alternative Investments, Commercial Real Estate, Private Equity, Financial Reporting, PowerPoint, Microsoft Word
Education
Fairfield University 2008 — 2012
BS, Finance, Accounting
Bannon & Company March 2015 - Present
Segal Rogerscasey January 2013 - March 2015
JPMorgan Chase August 2011 - December 2012
United States Army January 2008 - December 2010
Commonwealth Financial Network May 2010 - September 2010
BOL Investment & Advisory Services May 2008 - September 2009
Skills
Investment Management, Credit Risk, Investment Banking, Equity Research, Financial Analysis, Programming
Education
The University of Connecticut School of Business 2015 — 2017
MBA, Finance
Boston University Questrom School of Business
BSBA, Double Concentration in Finance and Entrepreneurship
Colgate University
Southington High School
Segal Rogerscasey April 2014 - Present
NDT Media 2010 - Present
Anderson Wealth Management 2007 - March 2014
NDT Media 1994 - 2007
Education
Southern Connecticut State University
Bachelor of Arts (B.A.), Journalism
GMR Marketing May 2014 - Present
Belluck & Fox, LLP April 2009 - January 2014
Rubenstein Communications August 2008 - April 2009
Segal Rogerscasey July 2007 - August 2007
TracyLocke June 2006 - August 2006
Skills
Executive Level..., Legal Assistance, Administrative Office..., Public Relations, Receptionist Duties, Marketing, Social Networking
Education
Union College 2004 — 2008
B.A., History, Africana Studies
Staples High School 2000 — 2004
YWCA Greenwich April 2014 - Present
Segal Rogerscasey 2013 - 2014
YWCA Greenwich January 2011 - 2014
YWCA Greenwich June 2009 - August 2012
Skills
Coaching, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Teaching, Research
Education
The University of Connecticut
Segal Rogerscasey July 2015 - Present
Atlantic Trust May 2014 - August 2014
Rochester Wealth Management Group, LLC August 2013 - March 2014
Excel Sports Management June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Analysis, Business Modeling, Wealth Management, Statistics, Bloomberg, Public Speaking, Investments, Research, Financial Analysis, Business Planning, Leadership, Teamwork, Portfolio Performance..., Customer Service, Finance, Portfolio Management
Education
University of Rochester 2011 — 2015
Chaminade High School 2007 — 2011
Diploma
Segal Rogerscasey May 2008 - Present
Fifth Third Asset Management May 2005 - May 2008
Ameriprise Financial Services, Inc. October 2003 - May 2005
Education
Xavier University - Williams College of Business 2005 — 2007
MBA, International Business
Miami University 1999 — 2003
Bachelor of Science, Finance
Prime, Buchholz & Associates April 2015 - Present
Segal Rogerscasey February 2012 - April 2015
RogersCasey September 2007 - February 2012
Citigroup October 2005 - July 2007
RogersCasey July 2000 - October 2005
Skills
Equities, Equity Research, Fixed Income, Hedge Funds, Alternative Investments, Investments, Bloomberg, Investment Strategies, Asset Managment, Valuation, Asset Allocation, Portfolio Management
Education
University of Bridgeport 1997 — 2000
B.S., Finance
Segal Rogerscasey 2008 - Present
Caris & Company 2006 - 2007
Stanford Group Company 2004 - 2006
Skills
Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Equities, Portfolio Management
Education
Bucknell University 1993 — 1997
Pingree School
Segal Rogerscasey 2012 - Present
RogersCasey September 2009 - 2012
Education
University of Bridgeport 2003 — 2005
MBA, Finance
Colorado State University 1997 — 2001
BS, Construction Management
Segal Rogerscasey December 2009 - Present
RogersCasey March 2007 - December 2009
Skills
Alternative Investments, Corporations, Endowments, Asset Management, Foundations, Hedge Funds, Institutional..., Investments, Asset Allocation, Capital Markets, Equities, Fixed Income, Investment Management, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity
Education
Fordham Gabelli School of Business
Lynchburg College
B.A., English
The Gunnery School
FOF Hedge Fund May 2015 - Present
Segal Rogerscasey July 2011 - May 2015
Prudential Financial January 2011 - July 2011
Waddell & Reed May 2009 - December 2010
Education
University of Connecticut 2005 — 2009
Bachelor of Arts (B.A.), Economics
University of Connecticut School of Liberal Arts & Sciences 2005 — 2009
Bachelor of Liberal Arts & Sciences, Economics
Segal Rogerscasey October 2003 - Present
Amalgamated Bank 1993 - 2003
WR Berkley 1990 - 1993
JP Morgan 1987 - 1990
Skills
Investment Advisory, Portfolio Strategy, Alternative Investments, Portfolio Management, Equities, Fixed Income, Asset Allocation, Capital Markets, Investments, Investment Management, Hedge Funds, Valuation, Asset Management, Private Equity, Pensions, Asset Managment, Pension Funds, Investment Strategies, Mutual Funds, Trading, Wealth Management, Securities, Due Diligence, Bloomberg
Education
New York University 1985 — 1987
MPA
Temple University 1981 — 1985
BA
Nikko Asset Management January 2015 - Present
Invesco Ltd. September 2002 - January 2015
Segal Rogerscasey January 1996 - September 2002
American International Group February 1995 - July 1996
Morgan Stanley June 1992 - February 1995
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Fixed Income, Institutional, Asset Allocation, Institutional Sales, Asset Management, Equities, Mutual Funds, Investment Advisory, Financial Services, Investment Management, Investments, Series 7, Investment Strategies, Private Equity
Education
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
Bachelor of Arts, Finance
Segal Rogerscasey October 2011 - Present
K2 Advisors May 2007 - May 2008
NEPC April 1993 - May 2007
Skills
Investments, Advice & implementation, Database Development, Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Strategies, Fixed Income, Institutional..., Investment Management, Pension Funds, Capital Markets, Databases, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Bloomberg, Pensions, Equities, Investment Advisory, Endowments, Wealth Management, Emerging Markets, Fund Of Funds, Due Diligence
Education
Boston University Graduate School of Management 1988 — 2002
MBA, Economics
University of Nebraska at Omaha 1983 — 1987
BA, French
Segal Rogerscasey April 2013 - Present
Segal Rogerscasey October 2007 - April 2013
State Street April 2007 - October 2007
JPMorgan Chase & Co. September 2006 - April 2007
Skills
Asset Allocation, Fixed Income, Equities, Investments, Hedge Funds, Alternative Investments
Education
Seattle Pacific University 2002 — 2006
Bachelor's Degree, Business Administration with a concentration in Finance, 3.2 GPA
Segal RogersCasey July 2007 - Present
Petercam Capital April 2004 - April 2007
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
University College Dublin 1983 — 2001
BSc, Commerce
Segal Rogerscasey December 2012 - Present
Mercer Investment Consulting September 2003 - November 2012
Lend Lease Real Estate Investments June 2000 - September 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investments, Investment Advisory, Mutual Funds, Hedge Funds, Defined Benefit, Pensions, Pension Funds, Retirement, Private Equity, Due Diligence, Financial Analysis, Institutional..., Risk Management
Education
Mercer University 1998 — 1999
Master of Business Administration (M.B.A.), Finance
Berry College 1993 — 1997
Bachelor’s Degree, Accounting
Segal Rogerscasey January 2006 - Present
Education
Boston University 2001 — 2005
BSBA, Finance