Veritable, LP
Industry: Company
DescriptionFounded: 1997 Parent organization: AMG Wealth Partners, LP Subsidiary: Archean Capital Partners
Veritable, LP List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Veritable, LP. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Veritable, LP Employees
Employee
Years
Job
Industry
Alexandra Taraska Alexandra Taraska's Veritable, LP Experience January 2007 - Present
Job Assistant Portfolio Manager
Industry Investment Management
Experience
Veritable, LP January 2007 - Present
Bryce Jordan Center 2005 - 2006
Skills
Investments, Financial Analysis
Education
Penn State University 2003 — 2006
Bachelor, Communications
Veritable, LP January 2007 - Present
Bryce Jordan Center 2005 - 2006
Skills
Investments, Financial Analysis
Education
Penn State University 2003 — 2006
Bachelor, Communications
Vincent Formica Vincent Formica's Veritable, LP Experience August 2012 - January 2015
Job President at Formica Consulting, LLC
Industry Management Consulting
Experience
Formica Consulting, LLC January 2013 - Present
Warrington Township Pension Advisory Committee January 2014 - Present
Veritable, LP August 2012 - January 2015
Elevate Track and Field January 2011 - December 2014
Cornell University August 2008 - May 2012
Coho Partners, Ltd. May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Wegmans Food Markets July 2006 - June 2010
Skills
Investment Policy..., Portfolio Management, Financial Risk..., Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Financial Reporting, Estate Planning, Trusts, Microsoft Office, Strategy, Finance, Public Speaking, Data Analysis, Microsoft Excel
Education
Cornell University 2008 — 2012
BS, Applied Economics and Management
Formica Consulting, LLC January 2013 - Present
Warrington Township Pension Advisory Committee January 2014 - Present
Veritable, LP August 2012 - January 2015
Elevate Track and Field January 2011 - December 2014
Cornell University August 2008 - May 2012
Coho Partners, Ltd. May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Wegmans Food Markets July 2006 - June 2010
Skills
Investment Policy..., Portfolio Management, Financial Risk..., Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Financial Reporting, Estate Planning, Trusts, Microsoft Office, Strategy, Finance, Public Speaking, Data Analysis, Microsoft Excel
Education
Cornell University 2008 — 2012
BS, Applied Economics and Management
Joe DeMarco's Veritable, LP Experience October 2013 - Present
Job Portfolio Management at Veritable, LP
Industry Financial Services
Experience
Veritable, LP October 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase July 2010 - October 2013
JPMorgan Chase January 2009 - July 2010
Johnson & Johnson January 2008 - June 2008
Skills
Bloomberg Terminal, Essbase, Bloomberg, Financial Statement..., Financial Analysis, Variance Analysis, Pivot Tables, Financial Reporting
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Veritable, LP October 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase July 2010 - October 2013
JPMorgan Chase January 2009 - July 2010
Johnson & Johnson January 2008 - June 2008
Skills
Bloomberg Terminal, Essbase, Bloomberg, Financial Statement..., Financial Analysis, Variance Analysis, Pivot Tables, Financial Reporting
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Ben Claytor Ben Claytor's Veritable, LP Experience 2014 - 2014
Job Intern at Relay Network
Industry Information Technology and Services
Experience
Relay Network 2015 - Present
International Sports Education June 2013 - Present
Chaikin Analytics LLC 2014 - 2014
Veritable, LP 2014 - 2014
L.L.Bean 2013 - 2013
Education
Bucknell University
North Yarmouth Academy
Relay Network 2015 - Present
International Sports Education June 2013 - Present
Chaikin Analytics LLC 2014 - 2014
Veritable, LP 2014 - 2014
L.L.Bean 2013 - 2013
Education
Bucknell University
North Yarmouth Academy
Chris Grandieri's Veritable, LP Experience June 2008 - June 2012
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2012 - Present
Veritable, LP June 2008 - June 2012
Susquehanna International Group, LLP (SIG) 2006 - 2008
Skills
Due Diligence, Finance, Private Equity, Securities, Asset Allocation, Portfolio Management, Investment Management, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Financial Services, Alternative Investments, Budgets, Investment Strategies, Insurance, Business Analysis, Series 7, Forecasting, Business Planning, Strategic Financial...
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Management
Cardinal O'Hara High School
Credit Suisse 2012 - Present
Veritable, LP June 2008 - June 2012
Susquehanna International Group, LLP (SIG) 2006 - 2008
Skills
Due Diligence, Finance, Private Equity, Securities, Asset Allocation, Portfolio Management, Investment Management, Strategic Planning, Mergers & Acquisitions, Corporate Finance, Financial Services, Alternative Investments, Budgets, Investment Strategies, Insurance, Business Analysis, Series 7, Forecasting, Business Planning, Strategic Financial...
Education
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.), Business Management
Cardinal O'Hara High School
Justin Klunder, CFA Justin Klunder, CFA's Veritable, LP Experience August 2007 - August 2015
Job Financial Advisor at Gray Equity Management, LLC
Industry Investment Management
Experience
Gray Equity Management, LLC September 2015 - Present
Veritable, LP August 2007 - August 2015
Skills
Chartered Financial..., Portfolio Management, Investment Policy, Asset Allocation, Investment Advisory, Financial Analysis, Investments, Investment Strategies, Alternative Investments, Bloomberg, Hedge Funds, Equities, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Microsoft Office
Education
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), Economics
Gray Equity Management, LLC September 2015 - Present
Veritable, LP August 2007 - August 2015
Skills
Chartered Financial..., Portfolio Management, Investment Policy, Asset Allocation, Investment Advisory, Financial Analysis, Investments, Investment Strategies, Alternative Investments, Bloomberg, Hedge Funds, Equities, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Microsoft Office
Education
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), Economics
Norman Lane Norman Lane's Veritable, LP Experience May 2013 - Present
Job Trading Assistant
Industry Financial Services
Experience
Veritable, LP May 2013 - Present
Susquehanna International Group September 2010 - March 2011
Susquehanna International Group September 2009 - March 2010
Skills
Fixed Income, Financial Markets, Investments, Municipal Bonds, Derivatives, Bloomberg Terminal
Education
Drexel University
Bachelor of Science in Economics & Bachelor of Science in Business Administration, Concentrations in Finance and International Business, 3.82
Veritable, LP May 2013 - Present
Susquehanna International Group September 2010 - March 2011
Susquehanna International Group September 2009 - March 2010
Skills
Fixed Income, Financial Markets, Investments, Municipal Bonds, Derivatives, Bloomberg Terminal
Education
Drexel University
Bachelor of Science in Economics & Bachelor of Science in Business Administration, Concentrations in Finance and International Business, 3.82
Blake Shafer's Veritable, LP Experience September 2008 - January 2009
Job Ski Instructor at Eldora Mountain Resort
Industry Market Research
Experience
Eldora Mountain Resort November 2014 - April 2015
Smart Agriculture Analytics March 2014 - September 2014
RPG September 2013 - August 2014
Camp Susquehannock June 2011 - August 2013
Camp Susquehannock June 2007 - July 2013
Argosy International May 2011 - June 2011
Veritable, LP September 2008 - January 2009
Skills
Market Research, Translation, Mandarin, Economics, Microsoft Excel, PowerPoint, Retail Displays, Sourcing, Client Development, Ski Instruction, Ski Industry, POP Displays, Production Managment, Vendor Management, Quality Control, Accounting, Econometrics, Business Development
Education
Bates College 2009 — 2013
Bachelor's of the Arts (BA) - 2, Economics and Chinese Language (Mandarin)
The Episcopal Academy 1994 — 2008
Eldora Mountain Resort November 2014 - April 2015
Smart Agriculture Analytics March 2014 - September 2014
RPG September 2013 - August 2014
Camp Susquehannock June 2011 - August 2013
Camp Susquehannock June 2007 - July 2013
Argosy International May 2011 - June 2011
Veritable, LP September 2008 - January 2009
Skills
Market Research, Translation, Mandarin, Economics, Microsoft Excel, PowerPoint, Retail Displays, Sourcing, Client Development, Ski Instruction, Ski Industry, POP Displays, Production Managment, Vendor Management, Quality Control, Accounting, Econometrics, Business Development
Education
Bates College 2009 — 2013
Bachelor's of the Arts (BA) - 2, Economics and Chinese Language (Mandarin)
The Episcopal Academy 1994 — 2008
Benjamin M. Auslander's Veritable, LP Experience May 2014 - August 2015
Job Private Client Advisor at U.S. Trust
Industry Investment Management
Experience
U.S. Trust September 2015 - Present
Veritable, LP May 2014 - August 2015
J.P. Morgan Private Bank August 2010 - March 2014
Goldman Sachs August 2004 - June 2010
Goldman Sachs August 1994 - August 2004
Salomon Brothers August 1990 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Union College 1986 — 1990
B.A., Economics/Ancient History
University of Oxford 1988 — 1988
PPE
Horace Greeley High 1982 — 1986
High School Diploma
U.S. Trust September 2015 - Present
Veritable, LP May 2014 - August 2015
J.P. Morgan Private Bank August 2010 - March 2014
Goldman Sachs August 2004 - June 2010
Goldman Sachs August 1994 - August 2004
Salomon Brothers August 1990 - August 1992
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1992 — 1994
MBA, General Management
Union College 1986 — 1990
B.A., Economics/Ancient History
University of Oxford 1988 — 1988
PPE
Horace Greeley High 1982 — 1986
High School Diploma
Julia Battaglia Julia Battaglia's Veritable, LP Experience July 2015 - Present
Job Portfolio Accountant at Veritable, LP
Industry Financial Services
Experience
Veritable, LP July 2015 - Present
University of Delaware Parking Services August 2013 - February 2015
K. Hovnanian Homes June 2014 - August 2014
Toys R Us June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Finance, Economics, Financial Modeling, Strategic Leadership, Financial Analysis, Sales, Corporate Finance, Marketing
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS), Finance
Penncrest High School 2007 — 2011
Veritable, LP July 2015 - Present
University of Delaware Parking Services August 2013 - February 2015
K. Hovnanian Homes June 2014 - August 2014
Toys R Us June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Finance, Economics, Financial Modeling, Strategic Leadership, Financial Analysis, Sales, Corporate Finance, Marketing
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS), Finance
Penncrest High School 2007 — 2011
Joshua Amrani's Veritable, LP Experience April 2009 - August 2009
Job Business Analyst Manager at Govini
Industry Information Technology and Services
Experience
Govini June 2015 - Present
Govini January 2015 - June 2015
Govini October 2014 - December 2014
BluBridge Solutions Inc April 2013 - August 2014
The Amrani Group: Lifestyle March 2012 - March 2013
Le Comptoir des Langues November 2012 - January 2013
Pythagore People of Paris September 2009 - June 2010
A Trusted Strategist Financial Forecasting Newsletter July 2008 - September 2009
Minibackboards January 2007 - September 2009
Veritable, LP April 2009 - August 2009
Skills
Investments, Financial Analysis, Economics, French, Entrepreneurship, Microsoft Excel, International Marketing, Mandarin, Strategic Planning, Analysis, Trading, China Business..., Business Development, Project Management, Sales, Social Media Marketing, Strategy
Education
Drexel University 2007 — 2012
Bachelor, International Business
Universidad de Sevilla 2011 — 2011
Immersion program, International Business
Ecole Supérieure du Extérieur Comercio (ESCE) París 2009 — 2010
Study Abroad, International Business
Govini June 2015 - Present
Govini January 2015 - June 2015
Govini October 2014 - December 2014
BluBridge Solutions Inc April 2013 - August 2014
The Amrani Group: Lifestyle March 2012 - March 2013
Le Comptoir des Langues November 2012 - January 2013
Pythagore People of Paris September 2009 - June 2010
A Trusted Strategist Financial Forecasting Newsletter July 2008 - September 2009
Minibackboards January 2007 - September 2009
Veritable, LP April 2009 - August 2009
Skills
Investments, Financial Analysis, Economics, French, Entrepreneurship, Microsoft Excel, International Marketing, Mandarin, Strategic Planning, Analysis, Trading, China Business..., Business Development, Project Management, Sales, Social Media Marketing, Strategy
Education
Drexel University 2007 — 2012
Bachelor, International Business
Universidad de Sevilla 2011 — 2011
Immersion program, International Business
Ecole Supérieure du Extérieur Comercio (ESCE) París 2009 — 2010
Study Abroad, International Business
Timothy Bullus's Veritable, LP Experience August 2012 - September 2013
Job Passionate and experienced Financial Professional searching for next opportunity. Recently relocated to Olympia, WA
Industry Financial Services
Experience
Hood Canal Middle School Teacher ResidentThe School District of PhiladelphiaAugust 2014 - July 2015
Drexel University September 2013 - August 2014
Veritable, LP August 2012 - September 2013
Moorestown Youth Football Association August 2009 - July 2012
Liberty Lake Day Camp June 2010 - September 2010
Apex Systems June 2009 - December 2009
US Navy February 2008 - May 2009
US Navy August 2005 - January 2008
Skills
Financial Analysis, Microsoft Office, Statistics, Corporate Finance, R, Critical Thinking, Mathematics, Competitive Analysis, Military Experience, Radar, Innovative Thinking, Financial Reporting, Business Analysis, Quantitative Finance, Trading Systems, Zephyr, Zephyr Style Advisor, Bloomberg, Bloomberg Terminal, Leadership, Team Leadership
Education
Drexel University 2010 — 2012
Business Adminstration, Finance
Burlington County College 2009 — 2010
Northern Burlington High School
Hood Canal Middle School Teacher ResidentThe School District of PhiladelphiaAugust 2014 - July 2015
Drexel University September 2013 - August 2014
Veritable, LP August 2012 - September 2013
Moorestown Youth Football Association August 2009 - July 2012
Liberty Lake Day Camp June 2010 - September 2010
Apex Systems June 2009 - December 2009
US Navy February 2008 - May 2009
US Navy August 2005 - January 2008
Skills
Financial Analysis, Microsoft Office, Statistics, Corporate Finance, R, Critical Thinking, Mathematics, Competitive Analysis, Military Experience, Radar, Innovative Thinking, Financial Reporting, Business Analysis, Quantitative Finance, Trading Systems, Zephyr, Zephyr Style Advisor, Bloomberg, Bloomberg Terminal, Leadership, Team Leadership
Education
Drexel University 2010 — 2012
Business Adminstration, Finance
Burlington County College 2009 — 2010
Northern Burlington High School
Brett Cohen Brett Cohen's Veritable, LP Experience August 2014 - Present
Job Research Analyst at Veritable, LP
Industry Financial Services
Experience
Veritable, LP August 2014 - Present
Veritable, LP June 2013 - August 2013
MicroCapital.org May 2012 - August 2012
ListenLogic May 2012 - July 2012
Skills
Sports, Analytics, Team Building, Research, Leadership, Statistics, Analysis
Education
Haverford College 2010 — 2014
Bachelor of Science (B.S.), Mathematics, 3.5
The London School of Economics and Political Science (LSE) 2012 — 2012
2016 Level II Candidate in the CFA Program
Veritable, LP August 2014 - Present
Veritable, LP June 2013 - August 2013
MicroCapital.org May 2012 - August 2012
ListenLogic May 2012 - July 2012
Skills
Sports, Analytics, Team Building, Research, Leadership, Statistics, Analysis
Education
Haverford College 2010 — 2014
Bachelor of Science (B.S.), Mathematics, 3.5
The London School of Economics and Political Science (LSE) 2012 — 2012
2016 Level II Candidate in the CFA Program
Wes Yamamoto, CFA's Veritable, LP Experience September 2015 - Present
Job Investment Officer at Veritable, LP
Industry Financial Services
Experience
Veritable, LP September 2015 - Present
West Capital Management 2015 - 2015
Veritable, LP 2008 - 2015
Skills
Bloomberg, Alternative Investments, Equities, Portfolio Management, Fixed Income, Microsoft Excel, PowerPoint, Investments, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Financial Modeling, Investment Management, Wealth Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Interboro Senior High School 2000 — 2004
Glenolden Elementary
Glenolden Elementary
Veritable, LP September 2015 - Present
West Capital Management 2015 - 2015
Veritable, LP 2008 - 2015
Skills
Bloomberg, Alternative Investments, Equities, Portfolio Management, Fixed Income, Microsoft Excel, PowerPoint, Investments, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Financial Modeling, Investment Management, Wealth Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Interboro Senior High School 2000 — 2004
Glenolden Elementary
Glenolden Elementary
John Turcik John Turcik's Veritable, LP Experience July 2005 - Present
Job Portfolio Manager at Veritable, LP
Industry Investment Management
Experience
Veritable, LP July 2005 - Present
Swarthmore College September 2004 - June 2005
Swarthmore College May 2004 - September 2004
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Bloomberg, Fixed Income, Equities, Asset Allocation, Asset Management, Mutual Funds, Investment Management, Investments, Wealth Management, Fund Of Funds, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Swarthmore College 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.9 GPA
University of St. Andrews 2004 — 2004
Ancient History, Management Science, GPA: 4.0
Veritable, LP July 2005 - Present
Swarthmore College September 2004 - June 2005
Swarthmore College May 2004 - September 2004
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Bloomberg, Fixed Income, Equities, Asset Allocation, Asset Management, Mutual Funds, Investment Management, Investments, Wealth Management, Fund Of Funds, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Swarthmore College 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.9 GPA
University of St. Andrews 2004 — 2004
Ancient History, Management Science, GPA: 4.0
Mike Ievers Mike Ievers's Veritable, LP Experience May 2000 - May 2004
Job Director Personalized Marketing Lead Lyrica
Industry Pharmaceuticals
Experience
Pfizer December 2014 - Present
Pfizer April 2014 - December 2014
Pfizer November 2012 - April 2014
Pfizer April 2010 - June 2013
Pfizer November 2009 - April 2010
Pfizer July 2006 - November 2009
Pfizer May 2004 - July 2006
Veritable, LP May 2000 - May 2004
Skills
Sales Effectiveness, Hospital Sales, Pharmaceutical Sales, Rheumatology, Sales Force Development, Neurology, Orthopedic, Pharmaceutical Industry, Endocrinology, Cross-functional Team..., Managed Care, Cardiology, Nephrology
Education
Bucknell University 1996 — 2000
BA, Economics
Bucknell University 1996 — 2000
Bachelor of Arts (BA), Economics
Pfizer December 2014 - Present
Pfizer April 2014 - December 2014
Pfizer November 2012 - April 2014
Pfizer April 2010 - June 2013
Pfizer November 2009 - April 2010
Pfizer July 2006 - November 2009
Pfizer May 2004 - July 2006
Veritable, LP May 2000 - May 2004
Skills
Sales Effectiveness, Hospital Sales, Pharmaceutical Sales, Rheumatology, Sales Force Development, Neurology, Orthopedic, Pharmaceutical Industry, Endocrinology, Cross-functional Team..., Managed Care, Cardiology, Nephrology
Education
Bucknell University 1996 — 2000
BA, Economics
Bucknell University 1996 — 2000
Bachelor of Arts (BA), Economics
Adam Curran Adam Curran's Veritable, LP Experience July 2005 - November 2006
Job Founder of Mountain Laurel Investment Group
Industry Financial Services
Experience
Mountain Laurel Investment Group August 2011 - Present
Tanner Financial and Insurance November 2006 - August 2011
Veritable, LP July 2005 - November 2006
Susquehanna International Group, LLP (SIG) August 2003 - July 2005
Skills
Finance, Options, Risk Management, Hedge Funds, Financial Advisory, Investments, Portfolio Management, Equities, Mutual Funds, Capital Markets
Education
Drexel University 2000 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Mountain Laurel Investment Group August 2011 - Present
Tanner Financial and Insurance November 2006 - August 2011
Veritable, LP July 2005 - November 2006
Susquehanna International Group, LLP (SIG) August 2003 - July 2005
Skills
Finance, Options, Risk Management, Hedge Funds, Financial Advisory, Investments, Portfolio Management, Equities, Mutual Funds, Capital Markets
Education
Drexel University 2000 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Jonathan Farrar, CFA's Veritable, LP Experience August 2007 - March 2013
Job Wesleyan University
Industry Investment Management
Experience
Wesleyan University October 2014 - Present
Highmount Capital April 2013 - October 2014
Veritable, LP August 2007 - March 2013
Skills
Chartered Financial..., Hedge Funds, Bloomberg, Alternative Investments, Equities, Investments, Mutual Funds, Asset Allocation, Valuation, Asset Management, Portfolio Management, Investment Management, Equity Research
Education
Lafayette College 2003 — 2007
Bachelor of Science (BS), Physics
Lafayette College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Wesleyan University October 2014 - Present
Highmount Capital April 2013 - October 2014
Veritable, LP August 2007 - March 2013
Skills
Chartered Financial..., Hedge Funds, Bloomberg, Alternative Investments, Equities, Investments, Mutual Funds, Asset Allocation, Valuation, Asset Management, Portfolio Management, Investment Management, Equity Research
Education
Lafayette College 2003 — 2007
Bachelor of Science (BS), Physics
Lafayette College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Matthew Valvardi Matthew Valvardi's Veritable, LP Experience May 2009 - April 2011
Job The Investment Fund for Foundations
Industry Investment Management
Experience
The Investment Fund for Foundations July 2013 - Present
City of London Investment Management Company Ltd April 2011 - June 2013
Veritable, LP May 2009 - April 2011
Veritable, LP August 2007 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S. Business Administration, Finance and Operations Management (dual concentration)
University of Delaware
The Investment Fund for Foundations July 2013 - Present
City of London Investment Management Company Ltd April 2011 - June 2013
Veritable, LP May 2009 - April 2011
Veritable, LP August 2007 - May 2009
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S. Business Administration, Finance and Operations Management (dual concentration)
University of Delaware
Matthew Jahnle's Veritable, LP Experience May 2014 - Present
Job Assistant Portfolio Manager at Veritable, LP
Industry Financial Services
Experience
Veritable, LP May 2014 - Present
Lower Merion Township May 2013 - August 2013
Lower Merion Township May 2013 - August 2013
Jahnle Eye April 2012 - May 2013
Jahnle Eye April 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Finance, Portfolio Management, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, Legal Environment of Business Minor, 3.79 GPA
Radnor High School 2006 — 2010
Diploma
Veritable, LP May 2014 - Present
Lower Merion Township May 2013 - August 2013
Lower Merion Township May 2013 - August 2013
Jahnle Eye April 2012 - May 2013
Jahnle Eye April 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Customer Service, Finance, Portfolio Management, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, Legal Environment of Business Minor, 3.79 GPA
Radnor High School 2006 — 2010
Diploma
Steven Filipe Steven Filipe's Veritable, LP Experience February 2005 - Present
Job
Industry Financial Services
Experience
Veritable LP February 2005 - Present
The Sycamore Group October 1999 - February 2005
Foster Wheeler October 1997 - October 1999
Foster Wheeler 1992 - 1999
Skills
SDLC, Requirements Analysis, Business Analysis, Project Management, Strategic Planning, IT Strategy, Business Process..., Software Project..., Business Intelligence, Integration, Process Improvement, Agile Methodologies, Software Development, Change Management, MS Project, Analysis, PMO, Microsoft Project
Education
Drexel University 1994 — 1998
MS, Management
Drexel University 1987 — 1992
BS, Mechanical Engineering
Arch Ryan H.S. 1983 — 1987
Veritable LP February 2005 - Present
The Sycamore Group October 1999 - February 2005
Foster Wheeler October 1997 - October 1999
Foster Wheeler 1992 - 1999
Skills
SDLC, Requirements Analysis, Business Analysis, Project Management, Strategic Planning, IT Strategy, Business Process..., Software Project..., Business Intelligence, Integration, Process Improvement, Agile Methodologies, Software Development, Change Management, MS Project, Analysis, PMO, Microsoft Project
Education
Drexel University 1994 — 1998
MS, Management
Drexel University 1987 — 1992
BS, Mechanical Engineering
Arch Ryan H.S. 1983 — 1987
David Blumer's Veritable, LP Experience January 2013 - Present
Job
Industry Information Technology and Services
Experience
Veritable, LP January 2013 - Present
Skills
Data Warehousing, Microsoft SQL Server, Databases, T-SQL, SQL, Business Intelligence, SDLC, Agile Methodologies, C#, Database Design, Performance Tuning, Software Development, ETL, Enterprise Architecture, PL/SQL, SSRS, Requirements Analysis, Data Modeling, SSIS, Software Project..., Project Management, Visual Studio, Data Integration, Integration, SQL Tuning, Disaster Recovery, JavaScript, Banking, Powershell
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Master of Information Technology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Masters of Business Administration, Finance
Penn State University 1991 — 1995
Bachelor of arts, Economics
Radnor High School
Ramblewood Elementary
Veritable, LP January 2013 - Present
Skills
Data Warehousing, Microsoft SQL Server, Databases, T-SQL, SQL, Business Intelligence, SDLC, Agile Methodologies, C#, Database Design, Performance Tuning, Software Development, ETL, Enterprise Architecture, PL/SQL, SSRS, Requirements Analysis, Data Modeling, SSIS, Software Project..., Project Management, Visual Studio, Data Integration, Integration, SQL Tuning, Disaster Recovery, JavaScript, Banking, Powershell
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Master of Information Technology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1999
Masters of Business Administration, Finance
Penn State University 1991 — 1995
Bachelor of arts, Economics
Radnor High School
Ramblewood Elementary
Jared Weiner, CFA's Veritable, LP Experience 2001 - Present
Job Director of Research & Partner at Veritable, LP
Industry Investment Management
Experience
Veritable, LP 2001 - Present
University of British Columbia 2000 - 2001
Johnson & Johnson 1999 - 1999
J.P. Morgan 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Investments, Portfolio Management, Asset Management, Fund Of Funds, Equities, Bloomberg, Investment Management, Valuation, Private Equity, Fixed Income, Mutual Funds, Corporate Finance, Asset Allocation, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Lehigh University - College of Business and Economics 1996 — 2000
B.S., Finance
High School
The University of British Columbia
Veritable, LP 2001 - Present
University of British Columbia 2000 - 2001
Johnson & Johnson 1999 - 1999
J.P. Morgan 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Investments, Portfolio Management, Asset Management, Fund Of Funds, Equities, Bloomberg, Investment Management, Valuation, Private Equity, Fixed Income, Mutual Funds, Corporate Finance, Asset Allocation, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Lehigh University - College of Business and Economics 1996 — 2000
B.S., Finance
High School
The University of British Columbia
Jon Malloy's Veritable, LP Experience August 2005 - Present
Job Trader at Veritable LP
Industry Financial Services
Experience
Veritable LP August 2005 - Present
Skills
Fixed Income, Bloomberg
Education
Penn State University 2001 — 2005
BS, Finance
Veritable LP August 2005 - Present
Skills
Fixed Income, Bloomberg
Education
Penn State University 2001 — 2005
BS, Finance
Jeff Scott, CFA, CAIA's Veritable, LP Experience 2007 - June 2012
Job Senior Associate at Morgan Stanley Alternative Investment Partners
Industry Investment Management
Experience
Morgan Stanley Alternative Investment Partners June 2012 - Present
Veritable, LP 2007 - June 2012
Skills
Hedge Funds, Alternative Investments, Corporate Finance, Wealth Management, Equity Research, Bloomberg Terminal, Securities, Economics, Derivatives, Options
Education
Drexel University 2002 — 2007
B.S. in Business Administration, Finance and Economics
Morgan Stanley Alternative Investment Partners June 2012 - Present
Veritable, LP 2007 - June 2012
Skills
Hedge Funds, Alternative Investments, Corporate Finance, Wealth Management, Equity Research, Bloomberg Terminal, Securities, Economics, Derivatives, Options
Education
Drexel University 2002 — 2007
B.S. in Business Administration, Finance and Economics
Eric Meisler's Veritable, LP Experience March 2006 - Present
Job Director of Software Development at Veritable, LP
Industry Financial Services
Experience
Veritable, LP March 2006 - Present
The Sycamore Group, Inc January 2000 - April 2006
Keane, Inc. June 1997 - December 1999
Education
La Salle University 1993 — 1997
MIS
Veritable, LP March 2006 - Present
The Sycamore Group, Inc January 2000 - April 2006
Keane, Inc. June 1997 - December 1999
Education
La Salle University 1993 — 1997
MIS
Jennifer Dumford's Veritable, LP Experience July 2004 - November 2005
Job Associate Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2014 - Present
MKP Capital Management, L.L.C. April 2009 - July 2014
Group G Capital Partners, LLC April 2007 - April 2009
BNY Mellon Alternative Investment Services December 2005 - March 2007
Veritable, LP July 2004 - November 2005
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance
J.P. Morgan Private Bank October 2014 - Present
MKP Capital Management, L.L.C. April 2009 - July 2014
Group G Capital Partners, LLC April 2007 - April 2009
BNY Mellon Alternative Investment Services December 2005 - March 2007
Veritable, LP July 2004 - November 2005
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance
Brian Carr's Veritable, LP Experience January 2005 - December 2012
Job Senior Research Analyst at PFM Asset Management
Industry Investment Management
Experience
Janney Montgomery Scott July 2013 - January 2014
Veritable, LP January 2005 - December 2012
Veritable, LP 2003 - 2012
Veritable, LP 1997 - 2003
Skills
Hedge Funds, Alternative Investment..., Portfolio Management, Mutual Funds, Alternative Investments, Equities, Fund Of Funds, Investments, Asset Management, Bloomberg, Wealth Management, Investment Management, Series 7, Fixed Income, Private Equity, Asset Allocation, Valuation, Investment Strategies, Series 63, Strategy, Due Diligence
Education
Saint Joseph's University
Bachelor's degree
Janney Montgomery Scott July 2013 - January 2014
Veritable, LP January 2005 - December 2012
Veritable, LP 2003 - 2012
Veritable, LP 1997 - 2003
Skills
Hedge Funds, Alternative Investment..., Portfolio Management, Mutual Funds, Alternative Investments, Equities, Fund Of Funds, Investments, Asset Management, Bloomberg, Wealth Management, Investment Management, Series 7, Fixed Income, Private Equity, Asset Allocation, Valuation, Investment Strategies, Series 63, Strategy, Due Diligence
Education
Saint Joseph's University
Bachelor's degree
Cara Stawicki's Veritable, LP Experience March 2009 - June 2012
Job Athlete at Vesper Boat Club
Industry Health, Wellness and Fitness
Experience
Vesper Boat Club April 2013 - Present
Pacific College of Oriental Medicine January 2012 - April 2013
Veritable, LP March 2009 - June 2012
Veritable, LP June 2006 - June 2012
Education
Lehigh University 2001 — 2006
MA, BA, Political Science, Journalism
Vesper Boat Club April 2013 - Present
Pacific College of Oriental Medicine January 2012 - April 2013
Veritable, LP March 2009 - June 2012
Veritable, LP June 2006 - June 2012
Education
Lehigh University 2001 — 2006
MA, BA, Political Science, Journalism
Jeannette Grabe's Veritable, LP Experience Wealth Network SalesSEI Investments2000 - 2007
Job Director at Veritable, LP
Industry Financial Services
Experience
Veritable, LP Wealth Network SalesSEI Investments2000 - 2007
SEI 2000 - 2007
BNP Paribas 1997 - 1999
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Wealth Management, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, Investments, Series 7, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Veritable, LP Wealth Network SalesSEI Investments2000 - 2007
SEI 2000 - 2007
BNP Paribas 1997 - 1999
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Wealth Management, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, Investments, Series 7, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Ari Pontz's Veritable, LP Experience August 1999 - Present
Job Partner, Senior Portfolio Manager at Veritable, LP
Industry Investment Management
Experience
Veritable, LP August 1999 - Present
Author of "Fishing with Hand Grenades" August 2008 - August 2008
Skills
Alternative Investments, Hedge Funds, Equities, Portfolio Management, Valuation, Investments, Fund Of Funds, Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Mutual Funds, Wealth Management, Risk Management, High Yield, Asset Management, Investment Management, Asset Allocation, ETFs, Bonds, Retirement, Investment Strategies, Financial Advisory, Wealth Management..., Retirement Planning, Strategic Financial..., Manager Selection, Options, Tactical Asset...
Education
Penn State University 1995 — 1999
BS, Finance
Veritable, LP August 1999 - Present
Author of "Fishing with Hand Grenades" August 2008 - August 2008
Skills
Alternative Investments, Hedge Funds, Equities, Portfolio Management, Valuation, Investments, Fund Of Funds, Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Mutual Funds, Wealth Management, Risk Management, High Yield, Asset Management, Investment Management, Asset Allocation, ETFs, Bonds, Retirement, Investment Strategies, Financial Advisory, Wealth Management..., Retirement Planning, Strategic Financial..., Manager Selection, Options, Tactical Asset...
Education
Penn State University 1995 — 1999
BS, Finance
Andrew John, CFA's Veritable, LP Experience August 2007 - Present
Job Research Analyst at Veritable, LP
Industry Financial Services
Experience
Veritable, LP August 2007 - Present
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Equities, Fund Of Funds, Asset Allocation, Investment Management, Portfolio Management, Investments, Wealth Management
Education
Lehigh University 2006 — 2007
Master of Science, Economics
Lehigh University 2002 — 2006
Bachelor of Arts, Economics and International Relations
Veritable, LP August 2007 - Present
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Equities, Fund Of Funds, Asset Allocation, Investment Management, Portfolio Management, Investments, Wealth Management
Education
Lehigh University 2006 — 2007
Master of Science, Economics
Lehigh University 2002 — 2006
Bachelor of Arts, Economics and International Relations
Josh Burger's Veritable, LP Experience 2004 - 2006
Job IT Manager at Capital One
Industry Banking
Experience
Capital One February 2012 - Present
ING Direct January 2008 - November 2012
Veritable, LP 2004 - 2006
The Sycamore Group 2003 - 2005
nLoci 2002 - 2003
Newton Instrument Co. 2001 - 2002
Skills
Scrum, Java, Agile Methodologies, Business Analysis, Agile Project Management, SOA, Software Development, Ant, SDLC, Web Services, Requirements Analysis, Enterprise Architecture, Integration, Data Warehousing, Requirements Gathering, Software Project..., Vendor Management, Process Improvement, Management
Education
University of Evansville 1998 — 2001
Capital One February 2012 - Present
ING Direct January 2008 - November 2012
Veritable, LP 2004 - 2006
The Sycamore Group 2003 - 2005
nLoci 2002 - 2003
Newton Instrument Co. 2001 - 2002
Skills
Scrum, Java, Agile Methodologies, Business Analysis, Agile Project Management, SOA, Software Development, Ant, SDLC, Web Services, Requirements Analysis, Enterprise Architecture, Integration, Data Warehousing, Requirements Gathering, Software Project..., Vendor Management, Process Improvement, Management
Education
University of Evansville 1998 — 2001
Douglas Dryer, MBA's Veritable, LP Experience January 2008 - April 2010
Job Trade Processing Manager, Officer at State Street
Industry Investment Management
Experience
State Street November 2013 - Present
SEI December 2010 - November 2013
State Street May 2010 - November 2010
Veritable, LP January 2008 - April 2010
Wachovia Wealth Management March 2006 - December 2007
Wachovia Bank June 2004 - February 2006
Skills
Fixed Income, Equities, Trading, Options, Wealth Management, Bloomberg, Financial Analysis, Hedge Funds, Investments, Financial Modeling, Mutual Funds, Risk Management, Banking, Analysis, Finance
Education
Penn State University 2006 — 2009
MBA, Finance
Loyola University Maryland 2000 — 2004
BBA, Marketing & History
Delbarton School 1996 — 2000
High School
State Street November 2013 - Present
SEI December 2010 - November 2013
State Street May 2010 - November 2010
Veritable, LP January 2008 - April 2010
Wachovia Wealth Management March 2006 - December 2007
Wachovia Bank June 2004 - February 2006
Skills
Fixed Income, Equities, Trading, Options, Wealth Management, Bloomberg, Financial Analysis, Hedge Funds, Investments, Financial Modeling, Mutual Funds, Risk Management, Banking, Analysis, Finance
Education
Penn State University 2006 — 2009
MBA, Finance
Loyola University Maryland 2000 — 2004
BBA, Marketing & History
Delbarton School 1996 — 2000
High School
Sandy He, CPA's Veritable, LP Experience January 2013 - Present
Job Senior Tax Accountant at Veritable, LP
Industry Accounting
Experience
Veritable, LP January 2013 - Present
McGladrey November 2009 - January 2013
Asian Bank June 2005 - February 2009
Skills
CCH ProSystem fx, Tax, Accounts Payable, CPA, Tax Research, GAAP, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, US GAAP, Financial Statements, SEC filings, Auditing, General Ledger
Education
Drexel University 2004 — 2009
Bachelor of Science, Accounting and international business
Veritable, LP January 2013 - Present
McGladrey November 2009 - January 2013
Asian Bank June 2005 - February 2009
Skills
CCH ProSystem fx, Tax, Accounts Payable, CPA, Tax Research, GAAP, Tax Preparation, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, US GAAP, Financial Statements, SEC filings, Auditing, General Ledger
Education
Drexel University 2004 — 2009
Bachelor of Science, Accounting and international business
Satya Prasad, CFA's Veritable, LP Experience August 2000 - January 2005
Job Vice President at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley Alternative Investment Partners July 2010 - Present
Allianz Global Investors August 2009 - June 2010
Sandell Asset Management February 2005 - December 2008
Veritable, LP August 2000 - January 2005
Skills
Hedge Funds, Alternative Investments, Equities, Risk Management, Investment Strategies, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
BBA, Finance
Rochester Adams High School
Morgan Stanley Alternative Investment Partners July 2010 - Present
Allianz Global Investors August 2009 - June 2010
Sandell Asset Management February 2005 - December 2008
Veritable, LP August 2000 - January 2005
Skills
Hedge Funds, Alternative Investments, Equities, Risk Management, Investment Strategies, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2000
BBA, Finance
Rochester Adams High School
Sean Stephan's Veritable, LP Experience July 2004 - November 2006
Job Director at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners December 2013 - Present
Franklin Square Capital Partners May 2012 - December 2013
Franklin Square Capital Partners December 2011 - May 2012
Franklin Square Capital Partners August 2011 - December 2011
Residential Capital LLC June 2009 - August 2011
Deutsche Bank Securities November 2006 - August 2008
Veritable, LP July 2004 - November 2006
Skills
Due Diligence, Capital Markets, Valuation, Finance, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Asset Management, Investments
Education
Penn State University 2000 — 2004
Bachelor of Science, Finance
Spanish-American Institute 2003 — 2003
International Business, Arts & Language
Franklin Square Capital Partners December 2013 - Present
Franklin Square Capital Partners May 2012 - December 2013
Franklin Square Capital Partners December 2011 - May 2012
Franklin Square Capital Partners August 2011 - December 2011
Residential Capital LLC June 2009 - August 2011
Deutsche Bank Securities November 2006 - August 2008
Veritable, LP July 2004 - November 2006
Skills
Due Diligence, Capital Markets, Valuation, Finance, Portfolio Management, Financial Analysis, Alternative Investments, Financial Modeling, Asset Management, Investments
Education
Penn State University 2000 — 2004
Bachelor of Science, Finance
Spanish-American Institute 2003 — 2003
International Business, Arts & Language
Jonathan Morken's Veritable, LP Experience August 2006 - February 2011
Job Director of Supply Chain Analytics at Quench USA, Inc.
Industry Consumer Goods
Experience
Quench USA, Inc. February 2015 - Present
Quench USA, Inc. January 2013 - December 2014
Quench USA, Inc. April 2012 - December 2012
Quench USA, Inc. February 2011 - April 2012
Veritable, LP August 2006 - February 2011
Legacy Group Construction and Stratus Contracting April 2004 - August 2005
Skills
Investments, Analysis, Microsoft Excel, Process Improvement, Data Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Financial Analysis, Training, Forecasting, Operations Management, Microsoft Office, Valuation, Management, Business Analysis, Business Modeling, PowerPoint, Project Management, Public Speaking, Accounting, Competitive Analysis, Business Strategy, Macro, Strategic Financial..., Change Management, Development Of Employees, Employee Management, Business Process..., Business Process Design, Restoration, Whole House Renovations, Leadership, PowerPivot
Education
Vanderbilt University 2001 — 2006
Bachelors - Two Majors, Economics and Music [Violin]
UCL 2005 — 2005
Study Abroad, International Trade and International Finance
University of St. Andrews 2005 — 2005
Study Abroad, Finance, economics, and music
Quench USA, Inc. February 2015 - Present
Quench USA, Inc. January 2013 - December 2014
Quench USA, Inc. April 2012 - December 2012
Quench USA, Inc. February 2011 - April 2012
Veritable, LP August 2006 - February 2011
Legacy Group Construction and Stratus Contracting April 2004 - August 2005
Skills
Investments, Analysis, Microsoft Excel, Process Improvement, Data Analysis, Strategic Planning, Portfolio Management, Financial Modeling, Financial Analysis, Training, Forecasting, Operations Management, Microsoft Office, Valuation, Management, Business Analysis, Business Modeling, PowerPoint, Project Management, Public Speaking, Accounting, Competitive Analysis, Business Strategy, Macro, Strategic Financial..., Change Management, Development Of Employees, Employee Management, Business Process..., Business Process Design, Restoration, Whole House Renovations, Leadership, PowerPivot
Education
Vanderbilt University 2001 — 2006
Bachelors - Two Majors, Economics and Music [Violin]
UCL 2005 — 2005
Study Abroad, International Trade and International Finance
University of St. Andrews 2005 — 2005
Study Abroad, Finance, economics, and music
Audrey Taraska's Veritable, LP Experience December 1998 - March 2013
Job Administrative Assistant at Veritable, LP
Industry Financial Services
Experience
Veritable, LP December 1998 - March 2013
Education
University of Arizona
Languages
Veritable, LP December 1998 - March 2013
Education
University of Arizona
Languages
Jake Tran, CFA's Veritable, LP Experience 2007 - 2008
Job Associate Analyst
Industry Financial Services
Experience
Rockefeller & Co., Inc. September 2010 - Present
Clarity FI 2010 - May 2011
Bespoke Advisory Services 2010 - 2010
Attalus Capital September 2008 - March 2009
Veritable, LP 2007 - 2008
Skills
Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Capital Markets, Mutual Funds
Education
Drexel University 2005 — 2010
Bachelor of Science, Finance
Rockefeller & Co., Inc. September 2010 - Present
Clarity FI 2010 - May 2011
Bespoke Advisory Services 2010 - 2010
Attalus Capital September 2008 - March 2009
Veritable, LP 2007 - 2008
Skills
Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Capital Markets, Mutual Funds
Education
Drexel University 2005 — 2010
Bachelor of Science, Finance
Kimberly Koop's Veritable, LP Experience July 2002 - July 2003
Job Supervisory Analyst at KeyBank
Industry Financial Services
Experience
KeyBank July 2014 - Present
IRC Securities January 2013 - July 2014
Maxim Group January 2011 - September 2012
Wedbush Morgan Securities September 2007 - March 2010
Merrill Lynch September 2004 - March 2007
Susquehanna International Group July 2003 - September 2004
Veritable, LP July 2002 - July 2003
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Series 24
Education
Drexel University 1997 — 2002
Bachelor of Science, Accounting and Finance
KeyBank July 2014 - Present
IRC Securities January 2013 - July 2014
Maxim Group January 2011 - September 2012
Wedbush Morgan Securities September 2007 - March 2010
Merrill Lynch September 2004 - March 2007
Susquehanna International Group July 2003 - September 2004
Veritable, LP July 2002 - July 2003
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Series 24
Education
Drexel University 1997 — 2002
Bachelor of Science, Accounting and Finance
Michael Chimento's Veritable, LP Experience March 2001 - June 2004
Job Investment Advisor at Ballentine Partners, LLC
Industry Investment Management
Experience
Ballentine Partners, LLC January 2011 - Present
Ballentine Partners, LLC January 2007 - December 2010
Athena Capital Advisors July 2004 - January 2007
Veritable, LP March 2001 - June 2004
Veritable, LP October 1998 - March 2001
Skills
Financial Advisory, Investments, Entrepreneurship, Wealth Management, Portfolio Management
Education
The George Washington University 1997 — 1998
Master's degree, Finance, General
Villanova University 1993 — 1997
Bachelor's degree, Accounting
Ballentine Partners, LLC January 2011 - Present
Ballentine Partners, LLC January 2007 - December 2010
Athena Capital Advisors July 2004 - January 2007
Veritable, LP March 2001 - June 2004
Veritable, LP October 1998 - March 2001
Skills
Financial Advisory, Investments, Entrepreneurship, Wealth Management, Portfolio Management
Education
The George Washington University 1997 — 1998
Master's degree, Finance, General
Villanova University 1993 — 1997
Bachelor's degree, Accounting
Elijah Reese's Veritable, LP Experience January 2001 - January 2005
Job Senior Analyst Fixed Income Manager Research
Industry Investment Management
Experience
Northern Trust April 2013 - Present
State Street January 2012 - May 2012
Fletcher Center of Emerging Markets April 2011 - May 2012
Loomis, Sayles & Company 2005 - June 2010
Veritable, LP January 2001 - January 2005
Skills
Emerging Markets, Frontier Markets, Country Risk Analysis, Political Risk Analysis, Fixed Income, Relationship Management, Geopolitics, Asset Managment, Economics, Alternative Investments, Product Management, Financial Modeling, Foreign Policy Analysis, Asset Allocation, Market Research, Energy Policy, Sovereign Debt, Asset Management, Investments
Education
Fletcher School, Tufts University 2010 — 2012
Masters of Arts, International Affairs
Brandeis University, International Business School 2008 — 2010
Masters of Science, Finance
Lehigh University 1997 — 2001
Bachelor of Arts, Economics and International Relations
Northern Trust April 2013 - Present
State Street January 2012 - May 2012
Fletcher Center of Emerging Markets April 2011 - May 2012
Loomis, Sayles & Company 2005 - June 2010
Veritable, LP January 2001 - January 2005
Skills
Emerging Markets, Frontier Markets, Country Risk Analysis, Political Risk Analysis, Fixed Income, Relationship Management, Geopolitics, Asset Managment, Economics, Alternative Investments, Product Management, Financial Modeling, Foreign Policy Analysis, Asset Allocation, Market Research, Energy Policy, Sovereign Debt, Asset Management, Investments
Education
Fletcher School, Tufts University 2010 — 2012
Masters of Arts, International Affairs
Brandeis University, International Business School 2008 — 2010
Masters of Science, Finance
Lehigh University 1997 — 2001
Bachelor of Arts, Economics and International Relations
Yelena Pelimskaya's Veritable, LP Experience July 2006 - September 2013
Job Senior Analyst at Permit Capital Advisors
Industry Investment Management
Experience
Permit Capital Advisors, LLC September 2013 - Present
Veritable, LP July 2006 - September 2013
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Bloomberg, Quantitative Analytics, Manager Selection, Private Equity, Asset Management
Education
Lehigh University 2005 — 2006
MS, Economics
Lehigh University 2001 — 2005
BS, Astrophysics
Permit Capital Advisors, LLC September 2013 - Present
Veritable, LP July 2006 - September 2013
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Bloomberg, Quantitative Analytics, Manager Selection, Private Equity, Asset Management
Education
Lehigh University 2005 — 2006
MS, Economics
Lehigh University 2001 — 2005
BS, Astrophysics
Timothy Reading's Veritable, LP Experience July 2005 - Present
Job Fund Portfolio Manager at Veritable, LP
Industry Financial Services
Experience
Veritable, LP July 2005 - Present
Skills
Alternative Investment..., International Investment, Mutual Funds, Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Investments, Asset Allocation, Capital Markets, Financial Analysis
Education
Lehigh University
Bachelor of Science (BS), Finance
Veritable, LP July 2005 - Present
Skills
Alternative Investment..., International Investment, Mutual Funds, Portfolio Management, Investment Management, Alternative Investments, Hedge Funds, Asset Management, Equities, Investments, Asset Allocation, Capital Markets, Financial Analysis
Education
Lehigh University
Bachelor of Science (BS), Finance
Ken Kurtzman's Veritable, LP Experience May 2011 - August 2011
Job Investment Associate at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate September 2015 - Present
Citi June 2014 - September 2015
Offit Capital Advisors June 2013 - August 2013
VitaCoco April 2012 - May 2013
Veritable, LP May 2011 - August 2011
Skills
Marketing, Analysis, Hedge Funds, Finance, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
BS, Finance, 3.5
Resource Real Estate September 2015 - Present
Citi June 2014 - September 2015
Offit Capital Advisors June 2013 - August 2013
VitaCoco April 2012 - May 2013
Veritable, LP May 2011 - August 2011
Skills
Marketing, Analysis, Hedge Funds, Finance, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
BS, Finance, 3.5
Andrew Paisley's Veritable, LP Experience April 2015 - Present
Job Assistant Portfolio Manager
Industry Financial Services
Experience
Veritable, LP April 2015 - Present
Merrill Lynch May 2014 - August 2014
Amazon.com June 2013 - December 2013
Cafe Commons January 2012 - December 2013
adidas group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Management, Teamwork, Research, Outlook, Financial Modeling, Finance, Financial Analysis, Access
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's Degree, Finance
Veritable, LP April 2015 - Present
Merrill Lynch May 2014 - August 2014
Amazon.com June 2013 - December 2013
Cafe Commons January 2012 - December 2013
adidas group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Event Management, Teamwork, Research, Outlook, Financial Modeling, Finance, Financial Analysis, Access
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor's Degree, Finance
Justin N. Thompson's Veritable, LP Experience February 2009 - Present
Job Entrepreneur and Investment Professional
Industry Investment Management
Experience
Veritable, LP February 2009 - Present
Thompson Landscaping Inc. 1999 - Present
Skills
Bloomberg, Investment Advisory, Investment Management, Landscape Design, Landscape Maintenance, Photoshop, QuickBooks, Axys, Microsoft Excel, Novell, Financial Modeling
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Finance, General
Penn State University 2004 — 2008
Economics [Minor], Finance, General
Veritable, LP February 2009 - Present
Thompson Landscaping Inc. 1999 - Present
Skills
Bloomberg, Investment Advisory, Investment Management, Landscape Design, Landscape Maintenance, Photoshop, QuickBooks, Axys, Microsoft Excel, Novell, Financial Modeling
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Finance, General
Penn State University 2004 — 2008
Economics [Minor], Finance, General
Nathan Steele's Veritable, LP Experience May 2015 - Present
Job Trading Operations Associate at Veritable, LP
Industry Financial Services
Experience
Veritable, LP May 2015 - Present
Northwestern Mutual May 2013 - August 2013
RadioShack May 2012 - January 2013
Skills
Financial Analysis, Strategic Financial..., Business Analysis, Risk Management, Equity Research, Economic Modeling, Financial Forecasting, Leadership, Quantitative Analytics, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Budgets, Windows, Research, Photoshop, HTML, C++ Language, Client Education, Client Development, Business Meetings, Financial Planning
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance
Veritable, LP May 2015 - Present
Northwestern Mutual May 2013 - August 2013
RadioShack May 2012 - January 2013
Skills
Financial Analysis, Strategic Financial..., Business Analysis, Risk Management, Equity Research, Economic Modeling, Financial Forecasting, Leadership, Quantitative Analytics, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Public Speaking, Budgets, Windows, Research, Photoshop, HTML, C++ Language, Client Education, Client Development, Business Meetings, Financial Planning
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance
Matea Dujmusic's Veritable, LP Experience June 2012 - Present
Job
Industry
Experience
Veritable, LP June 2012 - Present
Education
Penn State University 2007 — 2011
Veritable, LP June 2012 - Present
Education
Penn State University 2007 — 2011
John Scuteri's Veritable, LP Experience June 2012 - August 2012
Job ARAMARK Consumer Strategies
Industry Market Research
Experience
ARAMARK 2013 - Present
VERITABLE LP June 2012 - August 2012
SUNDAE BEST January 2006 - January 2011
97.5 THE FANATIC / 950 ESPN RADIO May 2010 - June 2010
Education
Temple University - Fox School of Business and Management 2010 — 2014
Temple University
Bachelor of Business Administration, Finance
ARAMARK 2013 - Present
VERITABLE LP June 2012 - August 2012
SUNDAE BEST January 2006 - January 2011
97.5 THE FANATIC / 950 ESPN RADIO May 2010 - June 2010
Education
Temple University - Fox School of Business and Management 2010 — 2014
Temple University
Bachelor of Business Administration, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY