Springcreek Advisors, LLC
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Springcreek Advisors, LLC Employees
Employee
Years
Job
Industry
Vincent Colabianchi Vincent Colabianchi's Springcreek Advisors, LLC Experience 1997 - 2004
Job CFO & Principal at Cypress Wealth Advisors
Industry Investment Management
Experience
Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC 1997 - 2004
ARTHUR ANDERSEN (Official) 1991 - 1997
Skills
Estate Tax Planning, Estate & Gift Taxation, Wealth Transfer, Trust Taxation, Intergenerational..., Multi-generational..., Succession Planning, Family Office, Accounting Compliance, Wealth Preservation, Investments, Financial Analysis, Philanthropy, Asset Management, Finance, Financial Modeling, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategic Planning, Valuation
Education
Golden Gate University
Master’s Degree, Taxation
San Francisco State University
Bachelor’s Degree, Accounting and Finance
Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC 1997 - 2004
ARTHUR ANDERSEN (Official) 1991 - 1997
Skills
Estate Tax Planning, Estate & Gift Taxation, Wealth Transfer, Trust Taxation, Intergenerational..., Multi-generational..., Succession Planning, Family Office, Accounting Compliance, Wealth Preservation, Investments, Financial Analysis, Philanthropy, Asset Management, Finance, Financial Modeling, Portfolio Management, Due Diligence, Mergers & Acquisitions, Strategic Planning, Valuation
Education
Golden Gate University
Master’s Degree, Taxation
San Francisco State University
Bachelor’s Degree, Accounting and Finance
Kent Smetters Kent Smetters's Springcreek Advisors, LLC Experience 2010 - November 2011
Job The Boettner Chair Professor
Industry Higher Education
Experience
Wharton School July 1998 - Present
Veritat Advisors June 2008 - July 2012
Springcreek Advisors LLC 2010 - November 2011
The United States Treasury May 2001 - September 2002
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Financial Planning, Asset Managment, Strategic Financial..., Insurance, Risk Management, Valuation, Strategic Planning, Business Strategy, Business Development, Financial Modeling, Private Equity, Due Diligence, Start-ups, Corporate Development, Venture Capital, Management Consulting, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Financial Analysis, Emerging Markets, Executive Management, Economics, Finance, Hedge Funds, Investment Banking, Asset Allocation, Alternative Investments, Investment Strategies, Strategy, Game Theory, Mathematical Modeling
Education
Harvard University 1990 — 1995
PhD, Economics
The Ohio State University 1985 — 1990
Bachelor of Science (B.S.), Computer Science
The Ohio State University 1985 — 1990
Bachelor of Science (B.S.), Economics
Wharton School July 1998 - Present
Veritat Advisors June 2008 - July 2012
Springcreek Advisors LLC 2010 - November 2011
The United States Treasury May 2001 - September 2002
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Financial Planning, Asset Managment, Strategic Financial..., Insurance, Risk Management, Valuation, Strategic Planning, Business Strategy, Business Development, Financial Modeling, Private Equity, Due Diligence, Start-ups, Corporate Development, Venture Capital, Management Consulting, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Financial Analysis, Emerging Markets, Executive Management, Economics, Finance, Hedge Funds, Investment Banking, Asset Allocation, Alternative Investments, Investment Strategies, Strategy, Game Theory, Mathematical Modeling
Education
Harvard University 1990 — 1995
PhD, Economics
The Ohio State University 1985 — 1990
Bachelor of Science (B.S.), Computer Science
The Ohio State University 1985 — 1990
Bachelor of Science (B.S.), Economics
Shayda Fazeli Shayda Fazeli's Springcreek Advisors, LLC Experience August 2007 - September 2011
Job Consultant at Compensia
Industry Management Consulting
Experience
Compensia October 2011 - Present
Springcreek Advisors, LLC August 2007 - September 2011
Education
University of California, Davis 2004 — 2007
Bachelor of Science, Managerial Economics
CFA Level I - Passed
Compensia October 2011 - Present
Springcreek Advisors, LLC August 2007 - September 2011
Education
University of California, Davis 2004 — 2007
Bachelor of Science, Managerial Economics
CFA Level I - Passed
Paul R. Perez, CFA Paul R. Perez, CFA's Springcreek Advisors, LLC Experience 2011 - 2012
Job Partner at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Meredith Mitchell Meredith Mitchell's Springcreek Advisors, LLC Experience March 2010 - January 2012
Job Office Services Coordinator at Carr & Ferrell LLP
Industry Legal Services
Experience
Carr & Ferrell LLP March 2015 - Present
Palo Alto Staffing October 2014 - January 2015
Embarcadero Media May 2014 - October 2014
Google October 2013 - May 2014
Home Instead Senior Care July 2013 - October 2013
TJX August 2012 - May 2013
San Jose State University Accounting and Finance Department January 2012 - January 2013
TJX June 2012 - August 2012
Starbucks August 2007 - June 2012
Springcreek Advisors, LLC March 2010 - January 2012
Skills
Time Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Social Networking, Data Entry, Microsoft Excel, Public Speaking, Leadership, Social Media, Internal Investigations, Teamwork, Peachtree, External Investigations, Loss Prevention..., Investigative Reporting, Surveillance Detection, Store Management, Outlook, Inventory Management, Sales, Advertising, Access 2010, Shrink Reduction, Access, Google Docs, Critical Thinking, Employee Training, Marketing, Social Media Marketing, Market Research
Education
San Jose State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration/Minor: Political Science, Alumni
Sonoma Valley High School 2004 — 2008
High School Diploma
Carr & Ferrell LLP March 2015 - Present
Palo Alto Staffing October 2014 - January 2015
Embarcadero Media May 2014 - October 2014
Google October 2013 - May 2014
Home Instead Senior Care July 2013 - October 2013
TJX August 2012 - May 2013
San Jose State University Accounting and Finance Department January 2012 - January 2013
TJX June 2012 - August 2012
Starbucks August 2007 - June 2012
Springcreek Advisors, LLC March 2010 - January 2012
Skills
Time Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Social Networking, Data Entry, Microsoft Excel, Public Speaking, Leadership, Social Media, Internal Investigations, Teamwork, Peachtree, External Investigations, Loss Prevention..., Investigative Reporting, Surveillance Detection, Store Management, Outlook, Inventory Management, Sales, Advertising, Access 2010, Shrink Reduction, Access, Google Docs, Critical Thinking, Employee Training, Marketing, Social Media Marketing, Market Research
Education
San Jose State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration/Minor: Political Science, Alumni
Sonoma Valley High School 2004 — 2008
High School Diploma
Kjartan Jansen Kjartan Jansen's Springcreek Advisors, LLC Experience November 2009 - Present
Job Director at Springcreek Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Springcreek Advisors, LLC November 2009 - Present
Bifrost Corporation September 2011 - June 2012
Expansion Capital Partners May 2003 - June 2010
Piper Jaffray September 2001 - June 2002
Scient 2000 - 2001
Skills
Portfolio Management, Venture Capital, Valuation, Asset Management, Investments, Equity Research, Start-ups, Finance, Cleantech, Investment Management, Private Equity, Corporate Development, Due Diligence, Emerging Markets, Financial Modeling, Entrepreneurship, Business Development, Asset Managment, Mergers & Acquisitions
Education
CFA Institute 2012 — 2015
CFA Level III Candidate, Finance
University of Michigan 1997 — 1999
MA, Economics
University of Bergen (UiB) 1993 — 1997
Cand Mag, Economics
Universität Mannheim 1995 — 1996
Ruhrgas scholar, Economics
Springcreek Advisors, LLC November 2009 - Present
Bifrost Corporation September 2011 - June 2012
Expansion Capital Partners May 2003 - June 2010
Piper Jaffray September 2001 - June 2002
Scient 2000 - 2001
Skills
Portfolio Management, Venture Capital, Valuation, Asset Management, Investments, Equity Research, Start-ups, Finance, Cleantech, Investment Management, Private Equity, Corporate Development, Due Diligence, Emerging Markets, Financial Modeling, Entrepreneurship, Business Development, Asset Managment, Mergers & Acquisitions
Education
CFA Institute 2012 — 2015
CFA Level III Candidate, Finance
University of Michigan 1997 — 1999
MA, Economics
University of Bergen (UiB) 1993 — 1997
Cand Mag, Economics
Universität Mannheim 1995 — 1996
Ruhrgas scholar, Economics
Barbara Young Barbara Young's Springcreek Advisors, LLC Experience December 1994 - September 2004
Job CEO & CoFounder at Cypress Wealth Advisors
Industry Investment Management
Experience
Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC December 1994 - September 2004
JPMorgan Chase October 1990 - December 1994
Wells Fargo October 1977 - October 1990
Skills
Investments, Asset Management, Private Equity, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Equities, Portfolio Management, Financial Modeling, Mergers & Acquisitions
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
University of Santa Monica
Master of Arts (M.A.), Spiritual Psychology
University of California, Santa Barbara
Bachelor's degree, Sociology and Psychology
Cypress Wealth Advisors 2004 - Present
Springcreek Advisors, LLC December 1994 - September 2004
JPMorgan Chase October 1990 - December 1994
Wells Fargo October 1977 - October 1990
Skills
Investments, Asset Management, Private Equity, Hedge Funds, Alternative Investments, Valuation, Due Diligence, Equities, Portfolio Management, Financial Modeling, Mergers & Acquisitions
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
University of Santa Monica
Master of Arts (M.A.), Spiritual Psychology
University of California, Santa Barbara
Bachelor's degree, Sociology and Psychology
Peter Susko's Springcreek Advisors, LLC Experience 2005 - 2008
Job Head of Portfolio Management at Swift Real Estate Partners
Industry Investment Management
Experience
Swift Real Estate Partners December 2012 - Present
Capital Strategies Group 2001 - Present
Meritage Financial Solutions, LLC October 2013 - June 2014
RREEF/Deutsche Bank 2008 - 2012
Springcreek Advisors, LLC 2005 - 2008
RREEF 2002 - 2008
MacFARLANE PARTNERS 2006 - 2006
Finaplex, Inc. 2005 - 2006
Lighthouse Capital Partners 2001 - 2004
K & E Management Ltd. (Robert Swanson Family Office) 2000 - 2001
Education
University of California, Los Angeles - School of Law
JD, Taxation
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
University of Rochester
BA, History
Swift Real Estate Partners December 2012 - Present
Capital Strategies Group 2001 - Present
Meritage Financial Solutions, LLC October 2013 - June 2014
RREEF/Deutsche Bank 2008 - 2012
Springcreek Advisors, LLC 2005 - 2008
RREEF 2002 - 2008
MacFARLANE PARTNERS 2006 - 2006
Finaplex, Inc. 2005 - 2006
Lighthouse Capital Partners 2001 - 2004
K & E Management Ltd. (Robert Swanson Family Office) 2000 - 2001
Education
University of California, Los Angeles - School of Law
JD, Taxation
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
University of Rochester
BA, History
Cecile Pierce's Springcreek Advisors, LLC Experience April 2010 - January 2011
Job Staff Accountant
Industry Accounting
Experience
Richard Chinlund, CPA August 2012 - Present
Van Dam & Geeck, LLC July 2013 - May 2015
Permar & Co August 2012 - December 2012
Zainer Rinehart Clarke CPAs February 2011 - May 2012
Springcreek Advisors, LLC April 2010 - January 2011
Skills
QuickBooks, Accounting, Microsoft Excel, Income Tax, Research, Marketing, Accounts Payable, Bookkeeping, Accounts Receivable, Strategic Planning, Data Entry, Spreadsheets, File Management, Financial Reporting, Marketing Strategy, Tax Preparation, Corporate Tax, Payroll, Tax, Tax Returns, Financial Statements, Journal Entries, ProSystem fx Tax, Tax Accounting, Financial Accounting, Bank Reconciliation, Payroll Taxes, Expenses, Account Reconciliation, Auditing, Balance, S Corporations, Depreciation, GAAP, General Ledger, Financial Statement..., Finance, Peachtree, Lacerte
Education
Sonoma State University 2006 — 2009
BS, Business, Accounting, 3.5 GPA
Richard Chinlund, CPA August 2012 - Present
Van Dam & Geeck, LLC July 2013 - May 2015
Permar & Co August 2012 - December 2012
Zainer Rinehart Clarke CPAs February 2011 - May 2012
Springcreek Advisors, LLC April 2010 - January 2011
Skills
QuickBooks, Accounting, Microsoft Excel, Income Tax, Research, Marketing, Accounts Payable, Bookkeeping, Accounts Receivable, Strategic Planning, Data Entry, Spreadsheets, File Management, Financial Reporting, Marketing Strategy, Tax Preparation, Corporate Tax, Payroll, Tax, Tax Returns, Financial Statements, Journal Entries, ProSystem fx Tax, Tax Accounting, Financial Accounting, Bank Reconciliation, Payroll Taxes, Expenses, Account Reconciliation, Auditing, Balance, S Corporations, Depreciation, GAAP, General Ledger, Financial Statement..., Finance, Peachtree, Lacerte
Education
Sonoma State University 2006 — 2009
BS, Business, Accounting, 3.5 GPA
Raul Pomares's Springcreek Advisors, LLC Experience May 2010 - September 2011
Job Founder, Sonen Capital, LLC
Industry Financial Services
Experience
Sonen Capital, LLC October 2011 - Present
Springcreek Advisors, LLC May 2010 - September 2011
Guggenheim Partners June 2005 - April 2010
Navitas Ltd 2001 - 2004
Skills
Alternative Investments, Investments, Asset Management, Venture Capital, Portfolio Management, Asset Managment, Private Equity, Emerging Markets, Equities, Impact Investing, Investment Management, Wealth Management, Asset Allocation, Hedge Funds
Education
University of San Francisco 1991 — 1994
BS, International Business Management
Sonen Capital, LLC October 2011 - Present
Springcreek Advisors, LLC May 2010 - September 2011
Guggenheim Partners June 2005 - April 2010
Navitas Ltd 2001 - 2004
Skills
Alternative Investments, Investments, Asset Management, Venture Capital, Portfolio Management, Asset Managment, Private Equity, Emerging Markets, Equities, Impact Investing, Investment Management, Wealth Management, Asset Allocation, Hedge Funds
Education
University of San Francisco 1991 — 1994
BS, International Business Management