Trilogy Global Advisors
Industry: Company
DescriptionFounded: 1999 Parent organization: Affiliated Managers Group
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Trilogy Global Advisors Employees
Employee
Years
Job
Industry
Cherisse Fletcher Cherisse Fletcher's Trilogy Global Advisors Experience July 2008 - May 2009
Job Associate Recruiter at Signature Consultants
Industry Security and Investigations
Experience
Signature Consultants February 2015 - Present
FedSys, Inc February 2012 - January 2015
FedSys, Inc July 2011 - February 2012
US Legal Support March 2011 - April 2011
Trilogy Global Advisors July 2008 - May 2009
Henry Financial, Inc May 2006 - July 2007
Daszkal Bolton LLP January 2006 - May 2006
Northwood University September 2005 - December 2005
Henry Financial, Inc October 2003 - January 2004
NEXX Corporation / Brown Properties, LLP December 2002 - October 2003
Skills
Security Clearance, Data Entry, Security, Management, Process Scheduler, Team Building, Telephone Skills, Filing, Top Secret, JPAS, Marketing, Government, International Relations
Education
Florida Atlantic University 2008 — 2010
BA, Intercultural Communication
Florida Atlantic UniversityPalm Beach Community College
Bachelor of Arts; Associate, Communication; Arts
Signature Consultants February 2015 - Present
FedSys, Inc February 2012 - January 2015
FedSys, Inc July 2011 - February 2012
US Legal Support March 2011 - April 2011
Trilogy Global Advisors July 2008 - May 2009
Henry Financial, Inc May 2006 - July 2007
Daszkal Bolton LLP January 2006 - May 2006
Northwood University September 2005 - December 2005
Henry Financial, Inc October 2003 - January 2004
NEXX Corporation / Brown Properties, LLP December 2002 - October 2003
Skills
Security Clearance, Data Entry, Security, Management, Process Scheduler, Team Building, Telephone Skills, Filing, Top Secret, JPAS, Marketing, Government, International Relations
Education
Florida Atlantic University 2008 — 2010
BA, Intercultural Communication
Florida Atlantic UniversityPalm Beach Community College
Bachelor of Arts; Associate, Communication; Arts
Michael Sterling, CFA Michael Sterling, CFA's Trilogy Global Advisors Experience June 2008 - Present
Job Quantitative Equity Analyst
Industry Financial Services
Experience
Trilogy Global Advisors June 2008 - Present
Skills
Python, Matlab, SQL, Machine Learning, Financial Modeling, Data Analysis, Excel, Equities, Portfolio Management, Factset, Bloomberg, Research
Education
Georgia Institute of Technology 2014 — 2018
Master's Degree, Computer Science
Carleton College 2004 — 2008
BA, Philosophy
Trilogy Global Advisors June 2008 - Present
Skills
Python, Matlab, SQL, Machine Learning, Financial Modeling, Data Analysis, Excel, Equities, Portfolio Management, Factset, Bloomberg, Research
Education
Georgia Institute of Technology 2014 — 2018
Master's Degree, Computer Science
Carleton College 2004 — 2008
BA, Philosophy
Mark Rubin Mark Rubin's Trilogy Global Advisors Experience September 2004 - Present
Job Director of Information Technology at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors September 2004 - Present
Fidelity Investments 2001 - 2004
TransactionWorks, Inc. June 1992 - January 2001
Skills
Project Management, Software Project..., Program Management, Java, Business Analysis, IT & Business Strategy..., Team Building, International Team..., Presenter, Mentoring
Education
Rensselaer Polytechnic Institute 1987 — 1992
MS
Trilogy Global Advisors September 2004 - Present
Fidelity Investments 2001 - 2004
TransactionWorks, Inc. June 1992 - January 2001
Skills
Project Management, Software Project..., Program Management, Java, Business Analysis, IT & Business Strategy..., Team Building, International Team..., Presenter, Mentoring
Education
Rensselaer Polytechnic Institute 1987 — 1992
MS
Lana Henley-Cohn Lana Henley-Cohn's Trilogy Global Advisors Experience May 2008 - July 2008
Job Software Developer at Goldman Sachs
Industry Banking
Experience
Goldman Sachs April 2010 - January 2011
Pali Capital LLC February 2009 - February 2010
Trilogy Global Advisors May 2008 - July 2008
Trilogy Global Advisors June 2006 - May 2008
Balyasny Asset Management L.P. March 2004 - June 2006
Merrill Lynch May 2002 - September 2004
Morgan Stanley December 2001 - February 2002
Programmer August 2001 - December 2001
TCI Teledata Communications May 2001 - September 2001
Skills
Trading Systems, Equities, Derivatives, Fixed Income, Microsoft SQL Server
Education
Stony Brook University, College of Engineering
B.S, Computer Science and Applied Math and Statistics; and Applied Sciences
Stony Brook University
Goldman Sachs April 2010 - January 2011
Pali Capital LLC February 2009 - February 2010
Trilogy Global Advisors May 2008 - July 2008
Trilogy Global Advisors June 2006 - May 2008
Balyasny Asset Management L.P. March 2004 - June 2006
Merrill Lynch May 2002 - September 2004
Morgan Stanley December 2001 - February 2002
Programmer August 2001 - December 2001
TCI Teledata Communications May 2001 - September 2001
Skills
Trading Systems, Equities, Derivatives, Fixed Income, Microsoft SQL Server
Education
Stony Brook University, College of Engineering
B.S, Computer Science and Applied Math and Statistics; and Applied Sciences
Stony Brook University
Keith (Kim) Schappert Keith (Kim) Schappert's Trilogy Global Advisors Experience December 2009 - Present
Job Director of Commonfund Capital
Industry Investment Management
Experience
Commonfund Capital, Inc. May 2015 - Present
Angel Oak Capital Advisors, LLC December 2014 - Present
Calamos Investment September 2012 - Present
Analysis Group January 2012 - Present
Mirae Asset Management Company July 2010 - Present
The Commonfund December 2009 - Present
Trilogy Global Advisors December 2009 - Present
MetLife Series Trust August 2009 - Present
Schappert Consulting LLC April 2008 - Present
Soleil securities 2009 - 2010
Skills
Investments, Asset Management, Investment Management, Mergers & Acquisitions, Investment Banking, Equities, Portfolio Management, Hedge Funds, Institutional..., Asset Managment, Risk Management, Alternative Investments, Management, Executive Management, Mutual Funds, Fixed Income, Due Diligence, Private Equity, Emerging Markets, Trading, Investment Advisory, Consulting, Derivatives, Capital Markets, Investment Strategies
Education
Harvard University 1969 — 1973
BA, Government
Commonfund Capital, Inc. May 2015 - Present
Angel Oak Capital Advisors, LLC December 2014 - Present
Calamos Investment September 2012 - Present
Analysis Group January 2012 - Present
Mirae Asset Management Company July 2010 - Present
The Commonfund December 2009 - Present
Trilogy Global Advisors December 2009 - Present
MetLife Series Trust August 2009 - Present
Schappert Consulting LLC April 2008 - Present
Soleil securities 2009 - 2010
Skills
Investments, Asset Management, Investment Management, Mergers & Acquisitions, Investment Banking, Equities, Portfolio Management, Hedge Funds, Institutional..., Asset Managment, Risk Management, Alternative Investments, Management, Executive Management, Mutual Funds, Fixed Income, Due Diligence, Private Equity, Emerging Markets, Trading, Investment Advisory, Consulting, Derivatives, Capital Markets, Investment Strategies
Education
Harvard University 1969 — 1973
BA, Government
Nigel Pieters Nigel Pieters's Trilogy Global Advisors Experience 2009 - 2009
Job Owner at COMPUTIONS, LLC
Industry Information Technology and Services
Experience
Trilogy Global Advisors 2009 - 2009
Suntrust Banks, Inc. January 1999 - June 2008
Suntrust Banks, Inc 1999 - 2008
SunTrust 1999 - 2008
SunTrust Bank 1999 - 2008
Skills
Project Management, Servers
Education
Howard University 1985 — 1990
Bachelor of Business Administration, Computer Information Systems
Trilogy Global Advisors 2009 - 2009
Suntrust Banks, Inc. January 1999 - June 2008
Suntrust Banks, Inc 1999 - 2008
SunTrust 1999 - 2008
SunTrust Bank 1999 - 2008
Skills
Project Management, Servers
Education
Howard University 1985 — 1990
Bachelor of Business Administration, Computer Information Systems
jim tschudy jim tschudy's Trilogy Global Advisors Experience August 2000 - Present
Job Analyst at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors August 2000 - Present
BPI Global Asset Management August 2000 - July 2005
Morgan Stanley September 1999 - August 2000
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Investments, Valuation, Asset Management, Financial Modeling, Portfolio Management, Fixed Income, Equity Research, Investment Banking
Education
SUNY New Paltz 1989 — 1993
BS, Business Admin
Trilogy Global Advisors August 2000 - Present
BPI Global Asset Management August 2000 - July 2005
Morgan Stanley September 1999 - August 2000
Skills
Equities, Capital Markets, Hedge Funds, Bloomberg, Investments, Valuation, Asset Management, Financial Modeling, Portfolio Management, Fixed Income, Equity Research, Investment Banking
Education
SUNY New Paltz 1989 — 1993
BS, Business Admin
Samuel Bakst Samuel Bakst's Trilogy Global Advisors Experience February 2010 - June 2010
Job Network Systems Administrator at CHE Senior Psychological Services
Industry Information Technology and Services
Experience
CHE Senior Psychological Services November 2010 - Present
Primary Support Solutions June 2010 - July 2010
Trilogy Global Advisors February 2010 - June 2010
Skills
Sonicwall, Backup Exec, Networking, VMware ESX, Windows Server, Microsoft Office, SAN, Microsoft Word, Active Directory, Servers, VMware, Microsoft Exchange, System Administration
Education
Touro College 2006 — 2010
BS, MIS - Data Communications
CHE Senior Psychological Services November 2010 - Present
Primary Support Solutions June 2010 - July 2010
Trilogy Global Advisors February 2010 - June 2010
Skills
Sonicwall, Backup Exec, Networking, VMware ESX, Windows Server, Microsoft Office, SAN, Microsoft Word, Active Directory, Servers, VMware, Microsoft Exchange, System Administration
Education
Touro College 2006 — 2010
BS, MIS - Data Communications
Steven Sklar's Trilogy Global Advisors Experience May 2007 - May 2008
Job
Industry Financial Services
Experience
Premium Point Investments April 2015 - Present
Sandler O'Neill & Partners, L.P. February 2012 - April 2015
Sandler O'Neill & Partners, L.P. August 2010 - February 2012
Sandler O'Neill & Partners, L.P. June 2008 - July 2010
Trilogy Global Advisors May 2007 - May 2008
Skills
SQL, VBA, C#, Intex, Fixed Income Analysis, JavaScript, HTML, Microsoft SQL Server, Crystal Reports, Microsoft Office, Bloomberg, Software Development, CSS, Market Data, ASP.NET MVC, F#, .NET, Entity Framework, Visual Studio, ASP.NET AJAX, TFS, WCF Services, Telerik, Polypaths, SNL, Git, Python, Silverlight, LINQ, WPF
Education
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer Program, Economics
Premium Point Investments April 2015 - Present
Sandler O'Neill & Partners, L.P. February 2012 - April 2015
Sandler O'Neill & Partners, L.P. August 2010 - February 2012
Sandler O'Neill & Partners, L.P. June 2008 - July 2010
Trilogy Global Advisors May 2007 - May 2008
Skills
SQL, VBA, C#, Intex, Fixed Income Analysis, JavaScript, HTML, Microsoft SQL Server, Crystal Reports, Microsoft Office, Bloomberg, Software Development, CSS, Market Data, ASP.NET MVC, F#, .NET, Entity Framework, Visual Studio, ASP.NET AJAX, TFS, WCF Services, Telerik, Polypaths, SNL, Git, Python, Silverlight, LINQ, WPF
Education
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer Program, Economics
Camille Whitsett's Trilogy Global Advisors Experience January 2003 - Present
Job Associate at Trilogy Global Advisors, LP
Industry Financial Services
Experience
Trilogy Global Advisors January 2003 - Present
Trilogy Global Advisors, LP 2002 - Present
Education
Monroe College 2009 — 2012
Bachelor's Degree, Accounting and Finance
New York University 1994 — 1997
Bachelor of Fine Arts
Monroe College
Trilogy Global Advisors January 2003 - Present
Trilogy Global Advisors, LP 2002 - Present
Education
Monroe College 2009 — 2012
Bachelor's Degree, Accounting and Finance
New York University 1994 — 1997
Bachelor of Fine Arts
Monroe College
Molly Halcom's Trilogy Global Advisors Experience October 2007 - Present
Job Client Service Manager, Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors October 2007 - Present
Trusco Capital Management December 1999 - October 2007
trusco capital management 1999 - 2007
Education
University of Colorado Boulder - Leeds School of Business 1994 — 2007
B.A., Finance
Rollins College - Crummer Graduate School of Business 1999 — 2001
Trilogy Global Advisors October 2007 - Present
Trusco Capital Management December 1999 - October 2007
trusco capital management 1999 - 2007
Education
University of Colorado Boulder - Leeds School of Business 1994 — 2007
B.A., Finance
Rollins College - Crummer Graduate School of Business 1999 — 2001
Bradley Wilds's Trilogy Global Advisors Experience January 2004 - Present
Job Principal / Investment Analyst at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Sanjeev Howard's Trilogy Global Advisors Experience 2007 - Present
Job Portfolio Implementation /Risk Analyst at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors 2007 - Present
Hottinger Capital 2006 - 2007
Franklin Templeton/ Fiduciary Trust 1998 - 2004
Franklin Templeton/Fiduciary Trust Co.Int'l 1995 - 1998
Skills
Fixed Income, Equities, Risk Management, Performance Management, Accounting, Client Services, Relationship Building, Process Improvement, Options, fuures, Cash Management, Foreign Exchange, Trading, Portfolio Management, Derivatives, Financial Services, Investments, Bloomberg, Hedge Funds, Asset Management
Education
Queens College
Bachelor of Arts (B.A.), Economics
Trilogy Global Advisors 2007 - Present
Hottinger Capital 2006 - 2007
Franklin Templeton/ Fiduciary Trust 1998 - 2004
Franklin Templeton/Fiduciary Trust Co.Int'l 1995 - 1998
Skills
Fixed Income, Equities, Risk Management, Performance Management, Accounting, Client Services, Relationship Building, Process Improvement, Options, fuures, Cash Management, Foreign Exchange, Trading, Portfolio Management, Derivatives, Financial Services, Investments, Bloomberg, Hedge Funds, Asset Management
Education
Queens College
Bachelor of Arts (B.A.), Economics
Orea Guyadeen's Trilogy Global Advisors Experience July 2006 - Present
Job Operations Administrator at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors July 2006 - Present
SASI (Swiss American Securities Inc.) November 2004 - May 2006
The Bank of New York 1998 - 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Marketing Management
Trilogy Global Advisors July 2006 - Present
SASI (Swiss American Securities Inc.) November 2004 - May 2006
The Bank of New York 1998 - 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Marketing Management
Brian Ballew's Trilogy Global Advisors Experience 1999 - Present
Job Director of Client Service at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors 1999 - Present
Ernst & Young 1988 - 1993
Skills
Hedge Funds, Asset Management, Investments, Portfolio Management, Financial Analysis
Education
University of Florida 2003 — 2008
BS Accounting, Accounting
Trilogy Global Advisors 1999 - Present
Ernst & Young 1988 - 1993
Skills
Hedge Funds, Asset Management, Investments, Portfolio Management, Financial Analysis
Education
University of Florida 2003 — 2008
BS Accounting, Accounting
Jason Human's Trilogy Global Advisors Experience January 2012 - Present
Job Client Service Analyst at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors January 2012 - Present
Trilogy Global Advisors August 2006 - December 2011
Scottrade December 2004 - August 2006
Skills
Microsoft Office, Customer Service, Internal Audit, Derivatives, Banking, Portfolio Management, Investments, Bloomberg, Asset Managment, Accounting, Account Reconciliation, Equities, Fixed Income, Asset Management, Microsoft Excel, Leadership
Education
University of Central Florida 2002 — 2006
B.S., Finance
University of Central Florida - College of Business Administration 2002 — 2006
B.S., Finance
Trilogy Global Advisors January 2012 - Present
Trilogy Global Advisors August 2006 - December 2011
Scottrade December 2004 - August 2006
Skills
Microsoft Office, Customer Service, Internal Audit, Derivatives, Banking, Portfolio Management, Investments, Bloomberg, Asset Managment, Accounting, Account Reconciliation, Equities, Fixed Income, Asset Management, Microsoft Excel, Leadership
Education
University of Central Florida 2002 — 2006
B.S., Finance
University of Central Florida - College of Business Administration 2002 — 2006
B.S., Finance
Brad Miller, CFA's Trilogy Global Advisors Experience June 2007 - Present
Job Principal at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors June 2007 - Present
Kornitzer Capital Management, Inc. March 2005 - June 2007
BPI Global Asset Management May 1997 - February 2005
Skills
Equities, Equity Research, Valuation, Financial Modeling, Portfolio Management, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA
Simpson College 1990 — 1994
BA, Economics & Management
Chartered Financial Analyst
CFA, Chartered Financial Analyst
Trilogy Global Advisors June 2007 - Present
Kornitzer Capital Management, Inc. March 2005 - June 2007
BPI Global Asset Management May 1997 - February 2005
Skills
Equities, Equity Research, Valuation, Financial Modeling, Portfolio Management, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA
Simpson College 1990 — 1994
BA, Economics & Management
Chartered Financial Analyst
CFA, Chartered Financial Analyst
Venkat Eleswarapu's Trilogy Global Advisors Experience 2012 - Present
Job Principal at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors 2012 - Present
Macquarie Group 2010 - March 2012
OppenheimerFunds 2005 - 2009
Texas Tech University 2005 - 2005
Southern Methodist University 1999 - 2005
Skills
Equities, Bloomberg, Financial Modeling, Investments, Hedge Funds, Research, Strategy, Finance, Quantitative Research, Capital Markets, Derivatives, Equity Research, Institutional..., Asset Management, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Ph.D., Finance
University of Utah - David Eccles School of Business
M.S., Finance
Trilogy Global Advisors 2012 - Present
Macquarie Group 2010 - March 2012
OppenheimerFunds 2005 - 2009
Texas Tech University 2005 - 2005
Southern Methodist University 1999 - 2005
Skills
Equities, Bloomberg, Financial Modeling, Investments, Hedge Funds, Research, Strategy, Finance, Quantitative Research, Capital Markets, Derivatives, Equity Research, Institutional..., Asset Management, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business
Ph.D., Finance
University of Utah - David Eccles School of Business
M.S., Finance
Jeff Channell's Trilogy Global Advisors Experience October 2007 - October 2008
Job
Industry Financial Services
Experience
Town of Breckenridge October 2010 - Present
Trilogy Global Advisors October 2007 - October 2008
State Street Corporation October 2006 - August 2007
Education
University of Illinois at Chicago 2004 — 2005
MBA, Marketing and Management
University of Iowa 1995 — 1999
Finance, Business
Town of Breckenridge October 2010 - Present
Trilogy Global Advisors October 2007 - October 2008
State Street Corporation October 2006 - August 2007
Education
University of Illinois at Chicago 2004 — 2005
MBA, Marketing and Management
University of Iowa 1995 — 1999
Finance, Business
Sheri Paquette's Trilogy Global Advisors Experience May 2007 - Present
Job Client Service Manager at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors May 2007 - Present
Trusco Capital Management 1995 - 2007
Skills
Asset Management, Investments, Mutual Funds, Equities, Portfolio Management, Asset Managment, Investment Strategies
Education
University of Florida
Trilogy Global Advisors May 2007 - Present
Trusco Capital Management 1995 - 2007
Skills
Asset Management, Investments, Mutual Funds, Equities, Portfolio Management, Asset Managment, Investment Strategies
Education
University of Florida
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY