The Boston Security Analysts Society
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The Boston Security Analysts Society Employees
Century Capital Management June 2014 - Present
Kellogg School of Management June 2013 - June 2014
Century Capital Management January 2011 - May 2013
One Village at a Time October 2009 - May 2013
The Boston Security Analysts Society June 2012 - April 2013
Silverwood Partners December 2009 - January 2011
Silverwood Partners February 2008 - December 2009
Meketa Investment Group May 2007 - January 2008
Skills
Private Equity, Financial Modeling, Financial Services, Financial Analysis, LBO, Investment Banking, Acquisitions, Mergers & Acquisitions, Growth Capital, Due Diligence, Investments, Venture Capital, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration, Finance and Management & Organizations
Bentley University
B.S. Summa Cum Laude, Economics and Finance
Royal Melbourne Institute of Technology
Program Abroad, Economics
Xaverian Brothers High School
The Boston Security Analysts Society July 2013 - Present
The Boston Security Analysts Society 2007 - June 2013
The Boston Security Analysts Society 1998 - 2007
Real Estate Finance Association July 1996 - July 1998
Guild Associates August 1994 - July 1996
Skills
Strategy, Strategic Planning, Nonprofits, Program Management
Education
Bryant University 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
Prime, Buchholz & Associates December 2014 - Present
The Boston Security Analysts Society August 2014 - Present
The Boston Security Analysts Society August 2014 - Present
Prime, Buchholz & Associates 2012 - Present
Prime, Buchholz & Associates January 2014 - Present
Prime, Buchholz & Associates January 2013 - December 2013
Morgan Stanley 2007 - 2012
Skills
Series 7, Series 63, Series 65, Mutual Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Portfolio Management, Investment Advisory, Private Equity, Economics, Fund Of Funds, Financial Services, Investment Management, Asset Management, Investments
Education
Bryant University 2003 — 2007
BSBA/BS, Finanace/Applied Economics
Bond University 2006 — 2006
The Boston Security Analysts Society August 2015 - Present
Eddy Company, LLC May 2014 - Present
Essex County Estate Planning Council May 2013 - Present
Gordon College August 2013 - May 2015
Cape Ann Savings Bank June 2008 - May 2014
U.S. Trust Company March 2001 - March 2006
CDC Ixis Asset Management January 2000 - March 2001
Skills
Wealth Management..., Financial Services, Financial Advisory, Financial Markets, Retirement, Certified Financial..., High Net Worth..., Adult Education, Business Planning, Hedge Funds, Management, CFA Charter Holder, Marketing, Private Banking, Finance, Series 65, CRM, Public Speaking, Estate Planning, Wealth Management, Investments, Portfolio Management, Mutual Funds, Investment Management, Academic Tutoring, Financial Planning, Securities, University Teaching, Investment Advisory
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Gordon College 1995 — 1999
BS
Rockland Trust September 2012 - Present
Eastern Wealth Management February 2003 - March 2012
The Boston Security Analysts Society 2007 - 2012
Middleton & Company October 1998 - January 2003
Vector Securities 1997 - 1998
Shorebank Corporation 1993 - 1996
Skills
Healthcare stock..., Industrial stock..., Portfolio Management, Socially Responsible..., Hedge Funds, Asset Allocation, Investment Advisory, Equities, Wealth Management..., Investments, Equity Research, Investment Management, Risk Management, Certified Financial..., Alternative Investments, Investment Strategies, Fixed Income, Securities, Wealth Management, Asset Management, Financial Risk
Education
Northwestern University - Kellogg School of Management 1992 — 1995
Masters in Management, Finance
PRMIA - Professional Risk Managers' International Association August 2015 - Present
NewOak Asset Management July 2008 - Present
NewOak Capital August 2008 - Present
Tufts University, The Fletcher School October 2012 - Present
EdgeMAC February 2008 - January 2009
BlackRock January 2005 - July 2008
BlackRock (Previously State Street Research and Management acquired by BlackRock in 2005) July 1994 - February 2005
Brandeis University School of International Business September 1997 - January 2005
The Boston Security Analysts Society September 2001 - December 2004
Harvard University Extension School September 2001 - June 2003
Skills
Financial Economics, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Portfolio Optimization, Asset Liabiltity..., Credit Portfolio..., Fixed Income, Credit Analysis, Credit Risk, Structured Finance, Residential Mortgages, Commercial Mortgages, Credit Derivatives, Derivatives, Complex Securities, Project Finance, Asset Based Lending, Due Diligence, Valuation, Securities Litigation, Commercial Litigation, Complex Litigation, Governance, Policy, IT Strategy, Program Management, Asset, Finance, Capital Markets, Trading, Private Equity, Asset Managment, Mergers & Acquisitions, Securities, Investments, Restructuring, Equities, Hedge Funds, Financial Advisory, Emerging Markets, Investment Banking, Bonds, Credit, Banking, Structured Products, Financial Markets, Investment Strategies, Financial Structuring
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
University of California, Los Angeles 1982 — 1985
Ph.D., Engineering and Applied Science
University of California, Los Angeles 1976 — 1982
B.S., M.S., Engineering Degree, Engineering and Applied Science
University of Southern California 1975 — 1976
Mehcanical Engineering
Sharif University of Technology 1974 — 1975
Mechanical Engineering
The Boston Security Analysts Society June 2013 - Present
Skills
Strategic Planning, Community Outreach, Volunteer Management, Committees, Program Development, Event Management, Project Management
Education
Bridgewater State College 2005 — 2008
BS
University of Denver 2001 — 2003
The Boston Security Analysts Society July 2014 - Present
Brooklyn Boulders Somerville June 2013 - July 2014
Linden Ponds January 2012 - January 2013
Linden Ponds December 2008 - October 2011
Rafanelli Events September 2008 - December 2008
Skills
Event Management, Scheduling, Event Planning, Outlook, Social Media, Social Media Marketing, PowerPoint, Marketing, Fundraising, Microsoft Office, Microsoft Excel, Public Relations, Customer Service, Microsoft Word, Facebook, Marketing Communications, Budgets, Corporate Events, Advertising, Editing, Sales, Salesforce.com, Management, Community Outreach, Time Management, Leadership, Program Development, CRM, Customer Satisfaction, Social Networking, Project Planning, Team Building
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts
Norwell High School 2000 — 2004
1st Global July 2013 - Present
First Command Financial Services November 2011 - June 2013
MetLife September 2008 - November 2011
The Boston Security Analysts Society September 2008 - March 2011
Brandeis University January 2008 - July 2008
Bryant University May 2003 - July 2008
Brown University June 2004 - July 2007
Stonehill College September 2003 - July 2007
Stalla CFA Review (acquired by Kaplan Schweser) June 2004 - March 2007
Bentley University January 2004 - June 2004
Skills
VBA Programming, Due Diligence, Alternative Investments, Fixed Income, Quantitative Analytics, Desktop Application..., Bloomberg, Technical Content..., Non-Gaussian Risk..., FactSet, Callan Database, PerTrac, Series 7, Series 66, Series 6, Morningstar Direct..., Portfolio Management
Education
Bryant University 2001 — 2003
MBA, Finance
Bryant University 1996 — 2000
BS, Finance
Federal Home Loan Bank of Boston August 2008 - Present
ITG 2007 - 2008
The Boston Security Analysts Society 2006 - 2007
The Boston Security Analysts Society 2006 - 2007
The Boston Security Analysts Society 2006 - 2007
Upstream Technologies 2005 - 2007
Isis Financial Systems 2004 - 2005
HTI Voice Solutions 2003 - 2004
TELCO SYSTEMS 2000 - 2002
Computer Associates, Inc 1998 - 2000
Skills
Fixed Income, Agile Methodologies, SDLC, .NET, C#, Software Development, SQL, Java, Software Project..., Architecture, Visio, Sybase, Business Analysis, Process Improvement, ASP.NET, XML, Web Services, Vendor Management, Unix, SharePoint, UML, Scrum, SOA, Requirements Analysis, Oracle, Microsoft SQL Server, Linux, Integration, ITIL, IT Strategy, IT Management, Enterprise Architecture, ETL, Design Patterns, Databases, Cloud Computing, Agile Project Management, ALM
Education
Lafayette Elementary School
Lafayette Elementary School
Suffolk University - Sawyer School of Management 2011 — 2015
Master of Science (M.S.), Accounting and Finance, 3.5
Northeastern University 1998 — 2000
Lecturer, College of Engineering
Boston University 1992 — 1997
Master of Science (M.S.), Electrical Engineering
Northeastern University 1995 — 1996
Certificate, State-of-the-Art Program
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Mathematics