Westfield Capital Management
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1989 Parent organization: Boston Private Financial Holdings, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWestfield Capital Management Company, L.P.WebsiteDirections Saved (0) Saved Save 2 Google reviews Investment service in Boston, Massachusetts Address: 1 Financial Center, Boston, MA 02111 Hours: Closed ⋅ Opens 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 428-7100: Website: Place name: Category: : : : : : Website: http://www.westfieldcapital.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westfield Capital Management Company, L.P. Posting publicly on the Web Write a review Reviews 2 Google reviews
Westfield Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Westfield Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Westfield Capital Management Salaries. You can even request information on how much does Westfield Capital Management pay if you want to. Learn about salaries, pros and cons of working for Westfield Capital Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
71 Westfield Capital Management employees in database. Find out everything there's to know about Westfield Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Westfield Capital Management Employees
Employee
Years
Job
Industry
Jaco van Walsem Jaco van Walsem's Westfield Capital Management Experience June 2010 - August 2010
Job Commodity Merchandiser at ADM
Industry Food Production
Experience
Archer Daniels Midland Company June 2011 - Present
Westfield Capital Management June 2010 - August 2010
Skills
Investments, Analysis, Commodity Risk..., Commodity Markets, Hedging, Arbitrage, Futures Trading, Merchandising, Logistics, Agribusiness, Commodity, Management, Microsoft Excel
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Purdue University 2014 — 2016
Master of Science (M.S.), Agricultural Economics
Stony Brook University 2007 — 2011
Business Management, accounting and finance; Biology minor
Archer Daniels Midland Company June 2011 - Present
Westfield Capital Management June 2010 - August 2010
Skills
Investments, Analysis, Commodity Risk..., Commodity Markets, Hedging, Arbitrage, Futures Trading, Merchandising, Logistics, Agribusiness, Commodity, Management, Microsoft Excel
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
Purdue University 2014 — 2016
Master of Science (M.S.), Agricultural Economics
Stony Brook University 2007 — 2011
Business Management, accounting and finance; Biology minor
Carolyn Elvidge Loucas Carolyn Elvidge Loucas's Westfield Capital Management Experience 2007 - 2009
Job Operations + Business Development Consultant at Empathetics
Industry Information Technology and Services
Experience
Empathetics 2014 - Present
Agencyport Software August 2010 - January 2014
Westfield Capital Management 2007 - 2009
The Steppingstone Foundation 2001 - 2007
US Web/Ikonic 1997 - 1998
Gartner 1996 - 1997
Pitney Bowes 1987 - 1995
Skills
Business Development, Sales Operations, Solution Selling, Project Management, Strategy, Salesforce.com, Management
Education
Boston College 1983 — 1987
BS, Marketing
Empathetics 2014 - Present
Agencyport Software August 2010 - January 2014
Westfield Capital Management 2007 - 2009
The Steppingstone Foundation 2001 - 2007
US Web/Ikonic 1997 - 1998
Gartner 1996 - 1997
Pitney Bowes 1987 - 1995
Skills
Business Development, Sales Operations, Solution Selling, Project Management, Strategy, Salesforce.com, Management
Education
Boston College 1983 — 1987
BS, Marketing
Lena Hanson's Westfield Capital Management Experience May 2010 - April 2011
Job Social Media & Marketing Coordinator at Don Johnston Incorporated
Industry Marketing and Advertising
Experience
Don Johnston Incorporated October 2012 - Present
Culinary Guild of New England January 2012 - November 2013
America's Test Kitchen September 2011 - December 2011
Westfield Capital Management May 2010 - April 2011
Steinberg Asset Management February 2008 - May 2010
Jennison Associates LLC October 2005 - July 2007
LaSalle Bank March 2003 - September 2005
Skills
Project Coordination, Social Media, Writing, Editing, Email Marketing, Data Management, Presentation Preparation, Proposal Writing, New Media, Food, Marketing Communications, Market Research, Social Media Marketing, Online Marketing, Marketing, Management
Education
DePaul University 2000 — 2005
B.S., Marketing
Don Johnston Incorporated October 2012 - Present
Culinary Guild of New England January 2012 - November 2013
America's Test Kitchen September 2011 - December 2011
Westfield Capital Management May 2010 - April 2011
Steinberg Asset Management February 2008 - May 2010
Jennison Associates LLC October 2005 - July 2007
LaSalle Bank March 2003 - September 2005
Skills
Project Coordination, Social Media, Writing, Editing, Email Marketing, Data Management, Presentation Preparation, Proposal Writing, New Media, Food, Marketing Communications, Market Research, Social Media Marketing, Online Marketing, Marketing, Management
Education
DePaul University 2000 — 2005
B.S., Marketing
Patricia Ferris Patricia Ferris's Westfield Capital Management Experience July 2000 - July 2008
Job Senior Manager, Client Service and Marketing at Windhaven; Charles Schwab
Industry Financial Services
Experience
Windhaven; Charles Schwab January 2010 - Present
Westfield Capital Management July 2000 - July 2008
Scudder Investments January 1999 - July 2000
Skills
Investor Relations..., Client Services, Marketing Strategy, Marketing Communications, Operations Management, GIPS Compliance
Education
Suffolk University 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Massachusetts, Amherst 1993 — 1997
Bachelor's degree, Business/Managerial Economics
The Pingree School 1990 — 1993
High School
Windhaven; Charles Schwab January 2010 - Present
Westfield Capital Management July 2000 - July 2008
Scudder Investments January 1999 - July 2000
Skills
Investor Relations..., Client Services, Marketing Strategy, Marketing Communications, Operations Management, GIPS Compliance
Education
Suffolk University 2002 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Massachusetts, Amherst 1993 — 1997
Bachelor's degree, Business/Managerial Economics
The Pingree School 1990 — 1993
High School
Stephen Dazzo Stephen Dazzo's Westfield Capital Management Experience January 2014 - March 2014
Job Development Analyst at The Hanover Company
Industry Real Estate
Experience
The Hanover Company August 2015 - Present
Balyasny Asset Management L.P. June 2014 - August 2014
Westfield Capital Management January 2014 - March 2014
Gator Trading Partners LLC June 2013 - August 2013
Commercial Specialties Inc June 2010 - August 2012
Abruzzo Kitchen and Bath June 2011 - August 2011
Big Ten Network August 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Public Speaking, Financial Analysis, Research, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Bloomberg, Investment Management, Market Analysis, Sports, Facebook, Social Networking, Time Management, Team Leadership
Education
Dartmouth College 2011 — 2015
Economics, 2015
Prospect High School 2007 — 2011
The Hanover Company August 2015 - Present
Balyasny Asset Management L.P. June 2014 - August 2014
Westfield Capital Management January 2014 - March 2014
Gator Trading Partners LLC June 2013 - August 2013
Commercial Specialties Inc June 2010 - August 2012
Abruzzo Kitchen and Bath June 2011 - August 2011
Big Ten Network August 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Public Speaking, Financial Analysis, Research, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Bloomberg, Investment Management, Market Analysis, Sports, Facebook, Social Networking, Time Management, Team Leadership
Education
Dartmouth College 2011 — 2015
Economics, 2015
Prospect High School 2007 — 2011
Andrea Poldoian's Westfield Capital Management Experience May 2008 - August 2008
Job Vice President at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management August 2014 - Present
Kinsale Capital Partners February 2013 - June 2014
Hyde Park Angels May 2013 - September 2013
Harris Williams & Co. April 2010 - July 2012
Stonebridge Associates October 2009 - April 2010
Chaffe & Associates September 2008 - May 2009
Westfield Capital Management May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, LBO, Venture Capital, Equities, Corporate Development, Business Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Management, Psychology
Winona Capital Management August 2014 - Present
Kinsale Capital Partners February 2013 - June 2014
Hyde Park Angels May 2013 - September 2013
Harris Williams & Co. April 2010 - July 2012
Stonebridge Associates October 2009 - April 2010
Chaffe & Associates September 2008 - May 2009
Westfield Capital Management May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, LBO, Venture Capital, Equities, Corporate Development, Business Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Management, Psychology
Anson Notman Anson Notman's Westfield Capital Management Experience June 2015 - July 2015
Job Student at Tuck Business Bridge Program
Industry Financial Services
Experience
Tuck Business Bridge Program July 2015 - Present
Westfield Capital Management June 2015 - July 2015
AGC Partners May 2014 - June 2014
Westfield Capital Management May 2013 - August 2013
Westfield Capital Management November 2012 - January 2013
Skills
Investments, Strategy, Management, Market Research, Portfolio Management, Research, Venture Capital, Bloomberg, Mergers & Acquisitions, Valuation, Equities, Hedge Funds, Equity Research, Private Equity, Financial Modeling, Asset Management, Investment Banking
Education
Middlebury College 2013 — 2017
Bachelor of Arts in Economics, Mathematics minor
Charles University in Prague 2014 — 2015
Noble and Greenough School 2008 — 2012
Tuck Business Bridge Program July 2015 - Present
Westfield Capital Management June 2015 - July 2015
AGC Partners May 2014 - June 2014
Westfield Capital Management May 2013 - August 2013
Westfield Capital Management November 2012 - January 2013
Skills
Investments, Strategy, Management, Market Research, Portfolio Management, Research, Venture Capital, Bloomberg, Mergers & Acquisitions, Valuation, Equities, Hedge Funds, Equity Research, Private Equity, Financial Modeling, Asset Management, Investment Banking
Education
Middlebury College 2013 — 2017
Bachelor of Arts in Economics, Mathematics minor
Charles University in Prague 2014 — 2015
Noble and Greenough School 2008 — 2012
Jay Foley Jay Foley's Westfield Capital Management Experience March 2014 - Present
Job Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management March 2014 - Present
AGF Management Limited August 2011 - March 2014
McLean Asset Management Corporation 2009 - 2009
Education
Georgetown University - The McDonough School of Business
B.S.B.A., Finance/Management
Georgetown Preparatory School
Westfield Capital Management March 2014 - Present
AGF Management Limited August 2011 - March 2014
McLean Asset Management Corporation 2009 - 2009
Education
Georgetown University - The McDonough School of Business
B.S.B.A., Finance/Management
Georgetown Preparatory School
Michael Bokoff, CFA Michael Bokoff, CFA's Westfield Capital Management Experience June 2009 - August 2009
Job Associate Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Kevin Danis II Kevin Danis II's Westfield Capital Management Experience March 2014 - Present
Job Network Engineer at Westfield Capital Management
Industry Information Technology and Services
Experience
Westfield Capital Management March 2014 - Present
Richard Fleischman and Associates April 2013 - March 2014
Remote Technology Management April 2008 - April 2013
Blackstone Valley Engineering January 2006 - March 2008
TDC Medical February 2005 - March 2008
Skills
Networking, Windows XP, Microsoft Exchange, Windows 7, Visio, OS X, VPN, VMware, Virtualization, Blackberry Enterprise..., iPhone, Hyper-V, Business Continuity, Microsoft SQL Server, Cisco Technologies, DNS, Network Administration, Cisco Call Manager, Cisco IOS, Fortinet, Adtran, Epicor, Blackberry, VBScript, VMware ESX, DHCP, HTML, datto, Microsoft Exchange 2003..., Cisco Switches, Cisco, Equallogix, Symantec, Mac OS X, ShoreTel, SQL Server, SalesLogix, Windows Server 2003+, HTML + CSS
Education
University of Massachusetts Dartmouth 2006 — 2008
Mechanical Engineering
Blackstone Valley Vocational Regional School District 2002 — 2006
High School Diploma, Manufacturing Technology
Westfield Capital Management March 2014 - Present
Richard Fleischman and Associates April 2013 - March 2014
Remote Technology Management April 2008 - April 2013
Blackstone Valley Engineering January 2006 - March 2008
TDC Medical February 2005 - March 2008
Skills
Networking, Windows XP, Microsoft Exchange, Windows 7, Visio, OS X, VPN, VMware, Virtualization, Blackberry Enterprise..., iPhone, Hyper-V, Business Continuity, Microsoft SQL Server, Cisco Technologies, DNS, Network Administration, Cisco Call Manager, Cisco IOS, Fortinet, Adtran, Epicor, Blackberry, VBScript, VMware ESX, DHCP, HTML, datto, Microsoft Exchange 2003..., Cisco Switches, Cisco, Equallogix, Symantec, Mac OS X, ShoreTel, SQL Server, SalesLogix, Windows Server 2003+, HTML + CSS
Education
University of Massachusetts Dartmouth 2006 — 2008
Mechanical Engineering
Blackstone Valley Vocational Regional School District 2002 — 2006
High School Diploma, Manufacturing Technology
Charlie Carey Charlie Carey's Westfield Capital Management Experience June 2012 - August 2012
Job Associate Investment Director & Team Leader at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates July 2013 - Present
The Island School June 2013 - March 2014
Westfield Capital Management June 2012 - August 2012
AnyArt, Inc April 2010 - January 2012
L.L. Bean Signature December 2009 - May 2010
Cape Eleuthera Institute August 2007 - July 2009
Craigie On Main January 2008 - June 2008
Education
Bates College 2009 — 2013
BA, English; Art and Visual Culture
Belmont Hill School 2004 — 2008
Cambridge Associates July 2013 - Present
The Island School June 2013 - March 2014
Westfield Capital Management June 2012 - August 2012
AnyArt, Inc April 2010 - January 2012
L.L. Bean Signature December 2009 - May 2010
Cape Eleuthera Institute August 2007 - July 2009
Craigie On Main January 2008 - June 2008
Education
Bates College 2009 — 2013
BA, English; Art and Visual Culture
Belmont Hill School 2004 — 2008
Anne Nolen's Westfield Capital Management Experience January 2006 - Present
Job HR Manager at Westfield Capital Management
Industry Financial Services
Experience
Westfield Capital Management January 2006 - Present
STANDISH January 1993 - January 2004
Standish Ayer & Wood 1993 - 2003
Skills
Employee Benefits, Employee Relations, Performance Management, Recruiting, Human Resources, Coaching, Project Management, Equities
Education
Saint Lawrence University 1993 — 1997
Bachelor of Arts (B.A.), English
Wheelock College 1993 — 1995
Masters of Science, Education
St. Lawrence University 1983 — 1987
BA, English
Westfield Capital Management January 2006 - Present
STANDISH January 1993 - January 2004
Standish Ayer & Wood 1993 - 2003
Skills
Employee Benefits, Employee Relations, Performance Management, Recruiting, Human Resources, Coaching, Project Management, Equities
Education
Saint Lawrence University 1993 — 1997
Bachelor of Arts (B.A.), English
Wheelock College 1993 — 1995
Masters of Science, Education
St. Lawrence University 1983 — 1987
BA, English
Karen Agnew Karen Agnew's Westfield Capital Management Experience June 1994 - October 1999
Job Director of Marketing at Granahan Investment Management
Industry Investment Management
Experience
Granahan Investment Management April 2000 - Present
Westfield Capital Management June 1994 - October 1999
American National Bank September 1985 - August 1993
Skills
Equities, Portfolio Management, Investments, Asset Managment, Hedge Funds, Series 7, Wealth Management, Marketing Strategy, Business Strategy, Market Research, New Business Development, Investment Management, Product Management, Marketing Communications, Product Marketing
Education
Stanford University
BA, Philosophy & Psychology
University of California, Berkeley, Haas School of Business
MBA, Finance
Granahan Investment Management April 2000 - Present
Westfield Capital Management June 1994 - October 1999
American National Bank September 1985 - August 1993
Skills
Equities, Portfolio Management, Investments, Asset Managment, Hedge Funds, Series 7, Wealth Management, Marketing Strategy, Business Strategy, Market Research, New Business Development, Investment Management, Product Management, Marketing Communications, Product Marketing
Education
Stanford University
BA, Philosophy & Psychology
University of California, Berkeley, Haas School of Business
MBA, Finance
Jeffrey Begin's Westfield Capital Management Experience June 2009 - August 2009
Job Business Operations at Shift Technologies, Inc.
Industry Internet
Experience
Shift Technologies, Inc. October 2014 - Present
Treacy & Company August 2013 - September 2014
Treacy & Company January 2012 - July 2013
Treacy & Company September 2010 - December 2011
Westfield Capital Management June 2009 - August 2009
Skills
Financial Modeling, Corporate Development, Due Diligence, Financial Analysis, Management Consulting, Business Strategy, Valuation, Segmentation, Research, Data Analysis, Venture Capital, Value Chain Analysis, Competitive Analysis, Entrepreneurship, Business Development
Education
Middlebury College 2006 — 2010
BA, Cum Laude, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program, Business
Shift Technologies, Inc. October 2014 - Present
Treacy & Company August 2013 - September 2014
Treacy & Company January 2012 - July 2013
Treacy & Company September 2010 - December 2011
Westfield Capital Management June 2009 - August 2009
Skills
Financial Modeling, Corporate Development, Due Diligence, Financial Analysis, Management Consulting, Business Strategy, Valuation, Segmentation, Research, Data Analysis, Venture Capital, Value Chain Analysis, Competitive Analysis, Entrepreneurship, Business Development
Education
Middlebury College 2006 — 2010
BA, Cum Laude, Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program, Business
James McGrail's Westfield Capital Management Experience April 2006 - July 2007
Job Vice President of Electronic Trading Sales & Execution Consulting
Industry Financial Services
Experience
LeveL ATS December 2010 - Present
LeveL ATS November 2008 - December 2010
Lilliothea Investment Management September 2007 - November 2008
Westfield Capital Management April 2006 - July 2007
Karsch Capital Management June 2005 - December 2005
Skills
Direct Market Access, Electronic Trading, Trading Systems, Trading Strategies, Market Structure, Market Microstructure, Market Data, Business Strategy, Hedge Funds, Regulatory Requirements, Securities Regulation, Regulatory Affairs, Project Management, ETFs, Derivatives, Securities, Series 7, Equities, Options, Market Making, Trading, Equity Trading, High Frequency Trading, Settlement, Trading System, Equity Derivatives, Prime Brokerage, Low Latency, Capital Markets, Connectivity, Program Trading, Quantitative Analytics, Bloomberg, FINRA, Alternative Investments, Proprietary Trading, Algorithms, Exchange Connectivity, Electronic Trading..., Equity Capital Markets, Arbitrage, Marketing Strategy, IT Strategy, Contract Negotiation, Financial Markets
Education
Fordham University 2001 — 2005
BA, Economics
Northfield Mount Hermon School 2000 — 2001
Post Graduate
LeveL ATS December 2010 - Present
LeveL ATS November 2008 - December 2010
Lilliothea Investment Management September 2007 - November 2008
Westfield Capital Management April 2006 - July 2007
Karsch Capital Management June 2005 - December 2005
Skills
Direct Market Access, Electronic Trading, Trading Systems, Trading Strategies, Market Structure, Market Microstructure, Market Data, Business Strategy, Hedge Funds, Regulatory Requirements, Securities Regulation, Regulatory Affairs, Project Management, ETFs, Derivatives, Securities, Series 7, Equities, Options, Market Making, Trading, Equity Trading, High Frequency Trading, Settlement, Trading System, Equity Derivatives, Prime Brokerage, Low Latency, Capital Markets, Connectivity, Program Trading, Quantitative Analytics, Bloomberg, FINRA, Alternative Investments, Proprietary Trading, Algorithms, Exchange Connectivity, Electronic Trading..., Equity Capital Markets, Arbitrage, Marketing Strategy, IT Strategy, Contract Negotiation, Financial Markets
Education
Fordham University 2001 — 2005
BA, Economics
Northfield Mount Hermon School 2000 — 2001
Post Graduate
Cory Reed, CFA Cory Reed, CFA's Westfield Capital Management Experience July 2007 - November 2009
Job Head Trader at Tetrem Capital Management
Industry Financial Services
Experience
Tetrem Capital Management March 2013 - Present
LPL Financial August 2010 - March 2013
Needham & Company January 2010 - October 2010
Westfield Capital Management July 2007 - November 2009
Skills
Investments, Trading, Due Diligence, Bloomberg, Financial Analysis, Equity Research, Financial Modeling, Mutual Funds
Education
University of Maine 2003 — 2007
BS, Business Administration; Finance
Concordia University 2004 — 2005
Tetrem Capital Management March 2013 - Present
LPL Financial August 2010 - March 2013
Needham & Company January 2010 - October 2010
Westfield Capital Management July 2007 - November 2009
Skills
Investments, Trading, Due Diligence, Bloomberg, Financial Analysis, Equity Research, Financial Modeling, Mutual Funds
Education
University of Maine 2003 — 2007
BS, Business Administration; Finance
Concordia University 2004 — 2005
Matt McKenna's Westfield Capital Management Experience January 2005 - August 2009
Job Equity Portfolio Specialist at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2013 - Present
T. Rowe Price October 2010 - September 2013
Westfield Capital Management January 2005 - August 2009
Skills
Equities, Investments, Mutual Funds, Performance Attribution, Portfolio Management, Finance, Analysis
Education
Bentley University 2009 — 2010
MBA, Finance & Management
Saint Anselm College 1999 — 2003
BA, Business Administration
Nashua High School 1996 — 1999
Wellington Management October 2013 - Present
T. Rowe Price October 2010 - September 2013
Westfield Capital Management January 2005 - August 2009
Skills
Equities, Investments, Mutual Funds, Performance Attribution, Portfolio Management, Finance, Analysis
Education
Bentley University 2009 — 2010
MBA, Finance & Management
Saint Anselm College 1999 — 2003
BA, Business Administration
Nashua High School 1996 — 1999
Matthew Coll Matthew Coll's Westfield Capital Management Experience October 2009 - June 2014
Job Former Partner at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management October 2009 - June 2014
Wellington Management March 1996 - June 2008
CSC Index July 1994 - February 1996
MCI Communications 1988 - 1992
Skills
Asset Allocation, Asset Management, Business Development, Equities, Fixed Income, Hedge Funds, Investment Management, Investments, Mutual Funds, Product Management, Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Strategic Management
Georgetown University 1985 — 1987
BS, Business Administration
Georgetown Prep
High School diploma
Westfield Capital Management October 2009 - June 2014
Wellington Management March 1996 - June 2008
CSC Index July 1994 - February 1996
MCI Communications 1988 - 1992
Skills
Asset Allocation, Asset Management, Business Development, Equities, Fixed Income, Hedge Funds, Investment Management, Investments, Mutual Funds, Product Management, Strategy
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Strategic Management
Georgetown University 1985 — 1987
BS, Business Administration
Georgetown Prep
High School diploma
Jesse Shapiro's Westfield Capital Management Experience November 2008 - December 2008
Job MBA Candidate UCLA Anderson Class of 2017
Industry Marketing and Advertising
Experience
Overdrive Interactive August 2014 - July 2015
Overdrive Interactive April 2013 - August 2014
Overdrive Interactive August 2012 - April 2013
Back Bay Life Science Advisors April 2010 - August 2012
Argopoint LLC February 2010 - April 2010
Stand for Children October 2009 - March 2010
Westfield Capital Management November 2008 - December 2008
Morgan Stanley Smith Barney June 2008 - August 2008
HNTB June 2007 - August 2007
Skills
Analytics, Market Research, Strategy, Data Analysis, Online Marketing, Google Adwords, PPC, Management Consulting, Competitive Analysis, Marketing Strategy, Search Advertising, Corporate Development, Financial Modeling, Market Analysis, Consumer Insight, Quantitative Research, Quantitative Analytics, Competitive Intelligence, Online Advertising, Web Analytics, SEM, Analysis, Strategic Consulting, Due Diligence, Financial Analysis, Kenshoo, Qualitative Research, Digital Marketing, Strategic Thinking, Strategic Planning, Professional Mentoring, Business Strategy
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Tufts University 2005 — 2009
B.S in Engineering (concentration in Civil); minors in Economics and Entrepreneurial Leadership
Overdrive Interactive August 2014 - July 2015
Overdrive Interactive April 2013 - August 2014
Overdrive Interactive August 2012 - April 2013
Back Bay Life Science Advisors April 2010 - August 2012
Argopoint LLC February 2010 - April 2010
Stand for Children October 2009 - March 2010
Westfield Capital Management November 2008 - December 2008
Morgan Stanley Smith Barney June 2008 - August 2008
HNTB June 2007 - August 2007
Skills
Analytics, Market Research, Strategy, Data Analysis, Online Marketing, Google Adwords, PPC, Management Consulting, Competitive Analysis, Marketing Strategy, Search Advertising, Corporate Development, Financial Modeling, Market Analysis, Consumer Insight, Quantitative Research, Quantitative Analytics, Competitive Intelligence, Online Advertising, Web Analytics, SEM, Analysis, Strategic Consulting, Due Diligence, Financial Analysis, Kenshoo, Qualitative Research, Digital Marketing, Strategic Thinking, Strategic Planning, Professional Mentoring, Business Strategy
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
Tufts University 2005 — 2009
B.S in Engineering (concentration in Civil); minors in Economics and Entrepreneurial Leadership
Alec Finigan Alec Finigan's Westfield Capital Management Experience June 2015 - Present
Job Westfield Capital Management
Industry Financial Services
Experience
Westfield Capital Management June 2015 - Present
Fidelity Investments July 2014 - June 2015
Cutwater Asset Management June 2013 - August 2013
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics
Belmont Hill School 2006 — 2010
High School
Westfield Capital Management June 2015 - Present
Fidelity Investments July 2014 - June 2015
Cutwater Asset Management June 2013 - August 2013
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics-Mathematics
Belmont Hill School 2006 — 2010
High School
Matthew Cannone's Westfield Capital Management Experience March 2014 - June 2014
Job Business Development at Salsify
Industry Computer Software
Experience
Salsify July 2015 - Present
Westfield Capital Management March 2014 - June 2014
Westfield Capital Management June 2013 - August 2013
Resident Power May 2012 - August 2012
Skills
Social Networking, Market Research, Marketing, Business Development, Public Speaking, Marketing Strategy, Investments, Account Management, Fundraising, Direct Sales, Business Strategy
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Trinity College Rome 2014 — 2014
Salsify July 2015 - Present
Westfield Capital Management March 2014 - June 2014
Westfield Capital Management June 2013 - August 2013
Resident Power May 2012 - August 2012
Skills
Social Networking, Market Research, Marketing, Business Development, Public Speaking, Marketing Strategy, Investments, Account Management, Fundraising, Direct Sales, Business Strategy
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Trinity College Rome 2014 — 2014
Rebecca Garber Rebecca Garber's Westfield Capital Management Experience June 2012 - March 2013
Job Executive Assistant at HubSpot
Industry Internet
Experience
HubSpot March 2013 - Present
Westfield Capital Management June 2012 - March 2013
HubSpot January 2010 - June 2012
Cerulli Associates 2008 - 2010
Ipswich Country Club 2005 - 2007
Skills
Microsoft Word, Inbound Marketing, Web Content Management, Salesforce.com, Account Management, A/B testing, Website Development, Social Media Marketing, Email Marketing, Online Marketing, Lead Generation, PPC, SEO, SEM, Marketing, Web Analytics, Digital Marketing, Social Networking, Marketing Strategy, Online Advertising, Social Media, Analytics, Content Marketing, Marketing Automation
Education
Merrimack College 2003 — 2007
Bachelor's degree, Communication, General
HubSpot March 2013 - Present
Westfield Capital Management June 2012 - March 2013
HubSpot January 2010 - June 2012
Cerulli Associates 2008 - 2010
Ipswich Country Club 2005 - 2007
Skills
Microsoft Word, Inbound Marketing, Web Content Management, Salesforce.com, Account Management, A/B testing, Website Development, Social Media Marketing, Email Marketing, Online Marketing, Lead Generation, PPC, SEO, SEM, Marketing, Web Analytics, Digital Marketing, Social Networking, Marketing Strategy, Online Advertising, Social Media, Analytics, Content Marketing, Marketing Automation
Education
Merrimack College 2003 — 2007
Bachelor's degree, Communication, General
Ralph Vitti Ralph Vitti's Westfield Capital Management Experience June 2007 - August 2007
Job MBA Candidate at Vanderbilt University | Owen Graduate School of Management | Class of 2017
Industry Investment Management
Experience
FactSet August 2013 - June 2015
FactSet February 2011 - August 2013
Forrester Research June 2008 - November 2010
Westfield Capital Management June 2007 - August 2007
Skills
Analytics, Data Analysis, Market Research, Research, Consulting, Analysis, Leadership, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bates College 2004 — 2008
BA, Economics
FactSet August 2013 - June 2015
FactSet February 2011 - August 2013
Forrester Research June 2008 - November 2010
Westfield Capital Management June 2007 - August 2007
Skills
Analytics, Data Analysis, Market Research, Research, Consulting, Analysis, Leadership, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Bates College 2004 — 2008
BA, Economics
Kimberly D'Agostino Kimberly D'Agostino's Westfield Capital Management Experience September 1998 - Present
Job Partner at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management September 1998 - Present
Dewey Square Investors April 1995 - September 1998
Education
Northeastern University
BSAS, Marketing
Westfield Capital Management September 1998 - Present
Dewey Square Investors April 1995 - September 1998
Education
Northeastern University
BSAS, Marketing
Michael B. Kinney, CFA Michael B. Kinney, CFA's Westfield Capital Management Experience August 2014 - Present
Job Vice President, Marketing & Client Service at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management August 2014 - Present
Batterymarch Financial Management September 2006 - July 2014
Batterymarch Financial Management June 2002 - August 2006
Batterymarch Financial Management October 2000 - May 2002
Batterymarch Financial Management September 1998 - September 2000
Batterymarch Financial Management September 1996 - August 1998
Skills
Securities, Investment Strategies, Investments, Alternative Investments, Bloomberg, Hedge Funds, Management, Asset Management, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
Fairfield University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Westfield Capital Management August 2014 - Present
Batterymarch Financial Management September 2006 - July 2014
Batterymarch Financial Management June 2002 - August 2006
Batterymarch Financial Management October 2000 - May 2002
Batterymarch Financial Management September 1998 - September 2000
Batterymarch Financial Management September 1996 - August 1998
Skills
Securities, Investment Strategies, Investments, Alternative Investments, Bloomberg, Hedge Funds, Management, Asset Management, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
Fairfield University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Bridget McGillivray's Westfield Capital Management Experience July 2014 - Present
Job Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management July 2014 - Present
Harvard Alumni Association March 2012 - May 2013
LIFT-Boston June 2012 - August 2012
Prince of Whales Whale Watching June 2008 - August 2011
Skills
Microsoft Office, Research, Factset, Microsoft Excel, Customer Service, APX, Finance, Investment Management, Events Coordination, Alumni Relations, Tourism Management
Education
Harvard College 2010 — 2014
Bachelor's degree, Government
Westfield Capital Management July 2014 - Present
Harvard Alumni Association March 2012 - May 2013
LIFT-Boston June 2012 - August 2012
Prince of Whales Whale Watching June 2008 - August 2011
Skills
Microsoft Office, Research, Factset, Microsoft Excel, Customer Service, APX, Finance, Investment Management, Events Coordination, Alumni Relations, Tourism Management
Education
Harvard College 2010 — 2014
Bachelor's degree, Government
Elizabeth Earle Elizabeth Earle's Westfield Capital Management Experience May 2013 - July 2013
Job Associate at ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY September 2015 - Present
The Parthenon Group 2014 - 2014
Westfield Capital Management May 2013 - July 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Political Science, Event Planning, Teamwork, Politics, English, Editing, Nonprofits, French
Education
Yale University 2011 — 2015
Bachelor of Arts (BA), Political Science
Central European University 2013 — 2013
International Relations
Deerfield Academy 2006 — 2010
Parthenon-EY September 2015 - Present
The Parthenon Group 2014 - 2014
Westfield Capital Management May 2013 - July 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Political Science, Event Planning, Teamwork, Politics, English, Editing, Nonprofits, French
Education
Yale University 2011 — 2015
Bachelor of Arts (BA), Political Science
Central European University 2013 — 2013
International Relations
Deerfield Academy 2006 — 2010
Scott Brunini Scott Brunini's Westfield Capital Management Experience September 2011 - Present
Job Operations Associate at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management September 2011 - Present
State Street February 2009 - September 2011
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Suffolk University - Sawyer Business School 2004 — 2008
BS/BA, Finance
Malden Catholic High School 2000 — 2004
Westfield Capital Management September 2011 - Present
State Street February 2009 - September 2011
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Suffolk University - Sawyer Business School 2004 — 2008
BS/BA, Finance
Malden Catholic High School 2000 — 2004
Jack Vogel's Westfield Capital Management Experience June 2014 - July 2014
Job Investment Banking Summer Analyst at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey June 2015 - Present
Morgan Stanley September 2014 - December 2014
Westfield Capital Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Asset Allocation, ETFs, Mutual Funds, Morningstar
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Accounting
Noble and Greenough School 2009 — 2012
SunTrust Robinson Humphrey June 2015 - Present
Morgan Stanley September 2014 - December 2014
Westfield Capital Management June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital Markets, Asset Allocation, ETFs, Mutual Funds, Morningstar
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Accounting
Noble and Greenough School 2009 — 2012
Kerri Leonhardt Kerri Leonhardt's Westfield Capital Management Experience June 2010 - August 2010
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Tuck School of Business at Dartmouth College September 2015 - Present
Analysis Group July 2013 - June 2015
Analysis Group July 2011 - July 2013
Bates College October 2008 - April 2011
Bates College September 2008 - April 2011
Westfield Capital Management June 2010 - August 2010
ITT Industries June 2009 - August 2009
Education
Bates College 2007 — 2011
Bachelor of Arts, Economics, Mathematics
Delaware Valley Regional High School
Tuck School of Business at Dartmouth College September 2015 - Present
Analysis Group July 2013 - June 2015
Analysis Group July 2011 - July 2013
Bates College October 2008 - April 2011
Bates College September 2008 - April 2011
Westfield Capital Management June 2010 - August 2010
ITT Industries June 2009 - August 2009
Education
Bates College 2007 — 2011
Bachelor of Arts, Economics, Mathematics
Delaware Valley Regional High School
Christopher Wall, CIPM Christopher Wall, CIPM's Westfield Capital Management Experience December 2012 - Present
Job Operations Manager at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management December 2012 - Present
Westfield Capital Management October 2007 - Present
Westfield Capital Management December 2010 - December 2012
Westfield Capital Management September 2008 - December 2010
Westfield Capital Management June 2007 - August 2008
Skills
Performance Measurement, Performance Attribution, GIPS, Bloomberg, Portfolio Management, Account Reconciliation, Advent, APX
Education
Saint Lawrence University 2003 — 2007
Bachelor's Degree, Economics, Psychology
Westfield Capital Management December 2012 - Present
Westfield Capital Management October 2007 - Present
Westfield Capital Management December 2010 - December 2012
Westfield Capital Management September 2008 - December 2010
Westfield Capital Management June 2007 - August 2008
Skills
Performance Measurement, Performance Attribution, GIPS, Bloomberg, Portfolio Management, Account Reconciliation, Advent, APX
Education
Saint Lawrence University 2003 — 2007
Bachelor's Degree, Economics, Psychology
Duncan Reece Duncan Reece's Westfield Capital Management Experience October 2002 - July 2006
Job Vice President, Business Development at Iora Health
Industry Health, Wellness and Fitness
Experience
Iora Health January 2014 - Present
TSC Child Care Center December 2013 - November 2014
Iora Health November 2012 - December 2013
TSC Child Care Center December 2011 - November 2013
Health Dialog September 2012 - October 2012
Health Dialog March 2011 - August 2012
Health Dialog July 2008 - March 2011
Thermo Fisher Scientific June 2007 - August 2007
Westfield Capital Management October 2002 - July 2006
Callan Associates 2000 - 2002
Skills
Healthcare, Healthcare IT, Strategic Partnerships, Product Management, Strategy Development, Account Management, Sales Management, Sales Operations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Colgate University 1995 — 1999
BA
Masconomet
Iora Health January 2014 - Present
TSC Child Care Center December 2013 - November 2014
Iora Health November 2012 - December 2013
TSC Child Care Center December 2011 - November 2013
Health Dialog September 2012 - October 2012
Health Dialog March 2011 - August 2012
Health Dialog July 2008 - March 2011
Thermo Fisher Scientific June 2007 - August 2007
Westfield Capital Management October 2002 - July 2006
Callan Associates 2000 - 2002
Skills
Healthcare, Healthcare IT, Strategic Partnerships, Product Management, Strategy Development, Account Management, Sales Management, Sales Operations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Colgate University 1995 — 1999
BA
Masconomet
Jack Morris Jack Morris's Westfield Capital Management Experience May 2012 - August 2012
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
Westfield Capital Management May 2012 - August 2012
Campus Enterprises September 2011 - May 2012
Moriarty Morris Landscaping Co May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Stata, FactSet
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics
Dover Sherborn High School 2006 — 2010
High School Diploma
Deutsche Bank June 2013 - Present
Westfield Capital Management May 2012 - August 2012
Campus Enterprises September 2011 - May 2012
Moriarty Morris Landscaping Co May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Stata, FactSet
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), Economics
Dover Sherborn High School 2006 — 2010
High School Diploma
Brandon Shankle Brandon Shankle's Westfield Capital Management Experience March 2010 - Present
Job Senior Operations Associate, Trade Settlements/Corporate Actions
Industry Financial Services
Experience
Westfield Capital Management March 2010 - Present
JPMorgan Chase June 2009 - March 2010
Citi January 2007 - June 2008
Skills
Microsoft Excel, Bloomberg, Microsoft Office, PowerPoint, Microsoft Word, VBA, Advent, Corporate Actions, Settlement, Mutual Funds, Financial Analysis, Fund Accounting, Middle Office
Education
Boston University 2013 — 2016
Master's Computer Information Systems, Database Management and Business Intelligence
St. Lawrence University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Mathematics
Westfield Capital Management March 2010 - Present
JPMorgan Chase June 2009 - March 2010
Citi January 2007 - June 2008
Skills
Microsoft Excel, Bloomberg, Microsoft Office, PowerPoint, Microsoft Word, VBA, Advent, Corporate Actions, Settlement, Mutual Funds, Financial Analysis, Fund Accounting, Middle Office
Education
Boston University 2013 — 2016
Master's Computer Information Systems, Database Management and Business Intelligence
St. Lawrence University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Mathematics
Rob Flores Rob Flores's Westfield Capital Management Experience January 2007 - Present
Job Managing Partner at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management January 2007 - Present
Education
Trinity College-Hartford
UC Berkeley Haas School of Business
Master of Business Administration (MBA)
Westfield Capital Management January 2007 - Present
Education
Trinity College-Hartford
UC Berkeley Haas School of Business
Master of Business Administration (MBA)
Jonathan Schroth Jonathan Schroth's Westfield Capital Management Experience February 2010 - Present
Job Senior Portfolio Strategy Associate at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management February 2010 - Present
Bike & Build June 2009 - August 2009
Colby College January 2008 - May 2009
Kent School July 2008 - August 2008
Praesidian Capital Investors, LLC May 2008 - July 2008
FEXCO September 2007 - December 2007
Skills
Research, Portfolio Management, Nonprofits, Investments, Due Diligence, Creative Writing
Education
Colby College 2005 — 2009
BA cum laude, Economics, English
Kent School 2001 — 2005
Westfield Capital Management February 2010 - Present
Bike & Build June 2009 - August 2009
Colby College January 2008 - May 2009
Kent School July 2008 - August 2008
Praesidian Capital Investors, LLC May 2008 - July 2008
FEXCO September 2007 - December 2007
Skills
Research, Portfolio Management, Nonprofits, Investments, Due Diligence, Creative Writing
Education
Colby College 2005 — 2009
BA cum laude, Economics, English
Kent School 2001 — 2005
Geoffrey Kuli, CFA Geoffrey Kuli, CFA's Westfield Capital Management Experience 2005 - 2006
Job Vice President at Foster Dykema Cabot & Co., Inc.
Industry Investment Management
Experience
Foster Dykema Cabot & Co., Inc. September 2008 - Present
Fidelity Investments 2006 - 2008
Westfield Capital Management 2005 - 2006
Essex Investment Management 2000 - 2005
Loomis, Sayles & Company 1997 - 2000
Canyon Vista Middle School August 1993 - August 1997
Skills
Investments, Asset Management, Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Portfolio Management, Financial Modeling, Mutual Funds, FactSet, Private Equity
Education
Middlebury College 1989 — 1993
BA, Mathematics
International School of Brussels
Foster Dykema Cabot & Co., Inc. September 2008 - Present
Fidelity Investments 2006 - 2008
Westfield Capital Management 2005 - 2006
Essex Investment Management 2000 - 2005
Loomis, Sayles & Company 1997 - 2000
Canyon Vista Middle School August 1993 - August 1997
Skills
Investments, Asset Management, Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Portfolio Management, Financial Modeling, Mutual Funds, FactSet, Private Equity
Education
Middlebury College 1989 — 1993
BA, Mathematics
International School of Brussels
Pauline de la Mar's Westfield Capital Management Experience December 2013 - Present
Job Senior Portfolio Associate at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management December 2013 - Present
Westfield Capital Management April 2007 - December 2013
Westfield Capital Management May 2006 - April 2007
Boston Scientific July 2005 - April 2006
American Express Financial Advisors, Inc. February 2004 - August 2005
Skills
Financial Reporting, Investments, Portfolio Management, Bloomberg, Finance, Equities, Hedge Funds, Financial Modeling, Valuation, Asset Management, Private Equity, Financial Analysis, Fixed Income, Alternative Investments, Mutual Funds, Corporate Finance
Education
Babson College 2002 — 2006
Bachelor of Science, Finance
Westfield Capital Management December 2013 - Present
Westfield Capital Management April 2007 - December 2013
Westfield Capital Management May 2006 - April 2007
Boston Scientific July 2005 - April 2006
American Express Financial Advisors, Inc. February 2004 - August 2005
Skills
Financial Reporting, Investments, Portfolio Management, Bloomberg, Finance, Equities, Hedge Funds, Financial Modeling, Valuation, Asset Management, Private Equity, Financial Analysis, Fixed Income, Alternative Investments, Mutual Funds, Corporate Finance
Education
Babson College 2002 — 2006
Bachelor of Science, Finance
Ellen Tracy's Westfield Capital Management Experience April 2009 - Present
Job at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management April 2009 - Present
K Capital Partners February 2005 - November 2009
High Rock Capital LLC September 1999 - February 2005
Education
Bentley University 1995 — 1999
BS, Finance, Minor in Law
Westfield Capital Management April 2009 - Present
K Capital Partners February 2005 - November 2009
High Rock Capital LLC September 1999 - February 2005
Education
Bentley University 1995 — 1999
BS, Finance, Minor in Law
Kevin O'Connell's Westfield Capital Management Experience June 2010 - May 2013
Job Vice President
Industry Investment Management
Experience
BNY Mellon June 2013 - Present
Westfield Capital Management June 2010 - May 2013
Investure May 2009 - April 2010
Eze Castle Software July 2007 - July 2008
Eze Castle Software September 2004 - July 2007
Harpoon Brewery December 2003 - March 2004
Skills
Investments, Asset Management, Management, Marketing, Financial Services, Sales
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Boston College 1999 — 2003
BA
Trinity College, Dublin 2001 — 2002
Academic Year Abroad
The Roxbury Latin School 1995 — 1999
CFA Institute
BNY Mellon June 2013 - Present
Westfield Capital Management June 2010 - May 2013
Investure May 2009 - April 2010
Eze Castle Software July 2007 - July 2008
Eze Castle Software September 2004 - July 2007
Harpoon Brewery December 2003 - March 2004
Skills
Investments, Asset Management, Management, Marketing, Financial Services, Sales
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Boston College 1999 — 2003
BA
Trinity College, Dublin 2001 — 2002
Academic Year Abroad
The Roxbury Latin School 1995 — 1999
CFA Institute
Andrew Hickey's Westfield Capital Management Experience July 2007 - November 2010
Job Chief Technology Officer at Clough Capital Partners, L.P.
Industry Information Technology and Services
Experience
Clough Capital Partners, L.P. December 2012 - Present
Clough Capital Partners, L.P. November 2010 - December 2012
Westfield Capital Management July 2007 - November 2010
Eze Castle Integration January 2003 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Management Information Systems & Marketing (dual concentration)
Clough Capital Partners, L.P. December 2012 - Present
Clough Capital Partners, L.P. November 2010 - December 2012
Westfield Capital Management July 2007 - November 2010
Eze Castle Integration January 2003 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Management Information Systems & Marketing (dual concentration)
Hillary Goldberg's Westfield Capital Management Experience 2006 - 2008
Job Director Development, Major Gifts at University of Miami, Miller School of Medicine
Industry Higher Education
Experience
Sylvester Comprehensive Cancer Center 2012 - Present
University of Miami, Miller School of Medicine October 2008 - 2012
Westfield Capital Management 2006 - 2008
Wellington Management 2000 - 2006
Skills
Marketing, Market Research, Fundraising, Marketing Strategy, Marketing Communications, Stewardship, Business Development, Relationship Development, Relationship Management, Public Speaking, Financial Analysis, Nonprofits, Event Planning, Strategic Planning, Leadership, Management, Research, Strategy, Entrepreneurship, Media Relations, Event Management, Business Planning, Social Media, Strategic Communications, Press Releases
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA, Marketing
Union College 1996 — 2000
Bachelor of Arts, Political Science & Economics
Sylvester Comprehensive Cancer Center 2012 - Present
University of Miami, Miller School of Medicine October 2008 - 2012
Westfield Capital Management 2006 - 2008
Wellington Management 2000 - 2006
Skills
Marketing, Market Research, Fundraising, Marketing Strategy, Marketing Communications, Stewardship, Business Development, Relationship Development, Relationship Management, Public Speaking, Financial Analysis, Nonprofits, Event Planning, Strategic Planning, Leadership, Management, Research, Strategy, Entrepreneurship, Media Relations, Event Management, Business Planning, Social Media, Strategic Communications, Press Releases
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA, Marketing
Union College 1996 — 2000
Bachelor of Arts, Political Science & Economics
John Montgomery's Westfield Capital Management Experience Managing Director - EquitiesLehman Brothers2001 - 2006
Job Portfolio Strategist at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management Managing Director - EquitiesLehman Brothers2001 - 2006
JP Morgan 1998 - 2001
Morgan Stanley 1994 - 1998
Procter & Gamble 1987 - 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance, Accounting
Trinity College-Hartford 1983 — 1987
BA, Economics
Westfield Capital Management Managing Director - EquitiesLehman Brothers2001 - 2006
JP Morgan 1998 - 2001
Morgan Stanley 1994 - 1998
Procter & Gamble 1987 - 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance, Accounting
Trinity College-Hartford 1983 — 1987
BA, Economics
Kathy Balestrieri's Westfield Capital Management Experience January 1996 - Present
Job Treasurer and VP at Westfield Capital Management
Industry Financial Services
Experience
Westfield Capital Management January 1996 - Present
Westfield Capital Management January 1996 - Present
Education
Suffolk University - Sawyer Business School 1997 — 2003
MBA
Salem State University 1988 — 1992
Westfield Capital Management January 1996 - Present
Westfield Capital Management January 1996 - Present
Education
Suffolk University - Sawyer Business School 1997 — 2003
MBA
Salem State University 1988 — 1992
Amy (Walsh) Pischel's Westfield Capital Management Experience 2005 - 2006
Job Marketing Coordinator at Columbia Management
Industry Financial Services
Experience
Columbia Management (formerly RiverSource Investments) October 2008 - August 2012
Westfield Capital Management 2005 - 2006
Skills
Equities, Marketing
Education
Simmons College 2002 — 2005
Columbia Management (formerly RiverSource Investments) October 2008 - August 2012
Westfield Capital Management 2005 - 2006
Skills
Equities, Marketing
Education
Simmons College 2002 — 2005
Justin Moscardelli's Westfield Capital Management Experience May 2008 - Present
Job Partner, Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management May 2008 - Present
Skills
Equities, Mergers & Acquisitions, Capital Markets, Private Equity, Investments, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Advisory, Strategy, Equity Research
Education
Dartmouth College
Westfield Capital Management May 2008 - Present
Skills
Equities, Mergers & Acquisitions, Capital Markets, Private Equity, Investments, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Advisory, Strategy, Equity Research
Education
Dartmouth College
Sandy Stimers's Westfield Capital Management Experience November 1996 - January 2000
Job Sales Representative, Upstate NY Wholesale at Frederick Wildman and Sons, Ltd.
Industry Hospitality
Experience
Frederick Wildman and Sons, LTD Importers and Wine Merchants March 2012 - Present
DELISH January 2010 - Present
THE WINE THIEF June 2008 - July 2010
ADELANTE March 2008 - May 2008
EMPIRE MERCHANTS NORTH March 2005 - March 2008
THE TRALF March 2000 - June 2005
Tsunami October 2003 - March 2005
Artvoice June 2000 - September 2003
The Tralf March 2000 - June 2000
Westfield Capital Management November 1996 - January 2000
Skills
Wine, Food, Restaurants, Wine Tasting, Sales, Training and..., Marketing, Customer Service, Event Management
Education
NIAGARA COLLEGE, Niagara On The
University at Buffalo
Bachelor of Arts, Communication
Frederick Wildman and Sons, LTD Importers and Wine Merchants March 2012 - Present
DELISH January 2010 - Present
THE WINE THIEF June 2008 - July 2010
ADELANTE March 2008 - May 2008
EMPIRE MERCHANTS NORTH March 2005 - March 2008
THE TRALF March 2000 - June 2005
Tsunami October 2003 - March 2005
Artvoice June 2000 - September 2003
The Tralf March 2000 - June 2000
Westfield Capital Management November 1996 - January 2000
Skills
Wine, Food, Restaurants, Wine Tasting, Sales, Training and..., Marketing, Customer Service, Event Management
Education
NIAGARA COLLEGE, Niagara On The
University at Buffalo
Bachelor of Arts, Communication
Caryl Marchi's Westfield Capital Management Experience May 1989 - December 1993
Job Experienced Investment Operations Manager
Industry Financial Services
Experience
WESTFIELD CAPITAL MANAGEMENT COMPANY, INC December 2006 - June 2008
WESTFIELD CAPITAL MANAGEMENT COMPANY, INC September 2000 - December 2006
Westfield Capital Management Company December 1993 - September 2000
Westfield Capital Management May 1989 - December 1993
Skills
Strategic Planning, Customer Relations, Risk Management, Operations Management, Hiring, Problem Solving, Training, Process Improvement, Marketing, Customer Service, Management, Leadership, Public Speaking, Coaching
Education
Babson College 1984 — 1988
Bachelor of Science, Business Administration
WESTFIELD CAPITAL MANAGEMENT COMPANY, INC December 2006 - June 2008
WESTFIELD CAPITAL MANAGEMENT COMPANY, INC September 2000 - December 2006
Westfield Capital Management Company December 1993 - September 2000
Westfield Capital Management May 1989 - December 1993
Skills
Strategic Planning, Customer Relations, Risk Management, Operations Management, Hiring, Problem Solving, Training, Process Improvement, Marketing, Customer Service, Management, Leadership, Public Speaking, Coaching
Education
Babson College 1984 — 1988
Bachelor of Science, Business Administration
Jamie Nissen's Westfield Capital Management Experience August 2006 - October 2009
Job Owner
Industry Venture Capital & Private Equity
Experience
Local Libations June 2014 - Present
S3 Ventures December 2012 - January 2014
The Rank Group (PE firm based in New Zealand) April 2013 - July 2013
Credit Suisse October 2009 - June 2011
Westfield Capital Management August 2006 - October 2009
Skills
Online Advertising, Fixed Income, Equities, Capital Markets, Bloomberg, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Investments, Mutual Funds, Private Equity, Market Research, Hedge Funds, Fundraising, Corporate Finance, Research, Venture Capital, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Bates College 2002 — 2006
B.A., Political Science
Local Libations June 2014 - Present
S3 Ventures December 2012 - January 2014
The Rank Group (PE firm based in New Zealand) April 2013 - July 2013
Credit Suisse October 2009 - June 2011
Westfield Capital Management August 2006 - October 2009
Skills
Online Advertising, Fixed Income, Equities, Capital Markets, Bloomberg, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Investments, Mutual Funds, Private Equity, Market Research, Hedge Funds, Fundraising, Corporate Finance, Research, Venture Capital, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Bates College 2002 — 2006
B.A., Political Science
molly lynch's Westfield Capital Management Experience 2015 - Present
Job Marketing and Client Service Assistant at Westfield Capital Management
Industry Financial Services
Experience
Westfield Capital Management 2015 - Present
State Street Bank 2013 - 2015
Standard Pacific Capital 2011 - 2013
General Catalyst Partners 2009 - 2011
Skills
Marketing, PowerPoint, Event Planning, Venture Capital, Microsoft Excel, Organization, Customer Engagement, PerTrac, CRM, Time Management
Education
Boston College 2004 — 2008
Bachelors, Communications
Phillips Exeter Academy
Westfield Capital Management 2015 - Present
State Street Bank 2013 - 2015
Standard Pacific Capital 2011 - 2013
General Catalyst Partners 2009 - 2011
Skills
Marketing, PowerPoint, Event Planning, Venture Capital, Microsoft Excel, Organization, Customer Engagement, PerTrac, CRM, Time Management
Education
Boston College 2004 — 2008
Bachelors, Communications
Phillips Exeter Academy
Emaan Karamatullah's Westfield Capital Management Experience June 2009 - August 2009
Job M.B.A Candidate at Wharton Business School
Industry Financial Services
Experience
Analysis Group July 2010 - May 2015
Westfield Capital Management June 2009 - August 2009
Analysis Group June 2008 - August 2008
Citigroup July 2007 - August 2007
Skills
Stata, Econometrics, SAS, Economics, Quantitative Analytics, Research, Finance, Statistical Modeling, Bloomberg, Financial Modeling, Valuation, Data Analysis, Statistics, Eviews, Equity Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bates College 2006 — 2010
B.A, Economics
Karachi Grammar School 2004 — 2006
A Level, Economics, Accounting, Mathematics, and Sociology
St. Michael's Convent School 2002 — 2004
O Levels
Analysis Group July 2010 - May 2015
Westfield Capital Management June 2009 - August 2009
Analysis Group June 2008 - August 2008
Citigroup July 2007 - August 2007
Skills
Stata, Econometrics, SAS, Economics, Quantitative Analytics, Research, Finance, Statistical Modeling, Bloomberg, Financial Modeling, Valuation, Data Analysis, Statistics, Eviews, Equity Research
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bates College 2006 — 2010
B.A, Economics
Karachi Grammar School 2004 — 2006
A Level, Economics, Accounting, Mathematics, and Sociology
St. Michael's Convent School 2002 — 2004
O Levels
Tony Lisa's Westfield Capital Management Experience 2003 - 2005
Job President, Landscape Products and Services
Industry Real Estate
Experience
Landscape Products and Services February 2012 - Present
Noble Partners January 2010 - June 2011
Enorasi Capital Management/Crown Advisors 2005 - 2009
Westfield Capital Management 2003 - 2005
HLM Management Company 1998 - 2002
J.P. Morgan 1992 - 1998
Skills
Hedge Funds, Equities, Equity Research, Portfolio Management, Capital Markets, Bloomberg, Investments, Asset Managment, Financial Modeling, Alternative Investments, Valuation, Mutual Funds, Property Management, Property Maintenance
Education
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA, Finance
London School of Economics and Political Science 1991 — 1992
Junior Year Abroad, Finance and Accounting
Phillips Exeter Academy 1986 — 1989
Landscape Products and Services February 2012 - Present
Noble Partners January 2010 - June 2011
Enorasi Capital Management/Crown Advisors 2005 - 2009
Westfield Capital Management 2003 - 2005
HLM Management Company 1998 - 2002
J.P. Morgan 1992 - 1998
Skills
Hedge Funds, Equities, Equity Research, Portfolio Management, Capital Markets, Bloomberg, Investments, Asset Managment, Financial Modeling, Alternative Investments, Valuation, Mutual Funds, Property Management, Property Maintenance
Education
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA, Finance
London School of Economics and Political Science 1991 — 1992
Junior Year Abroad, Finance and Accounting
Phillips Exeter Academy 1986 — 1989
John Myles's Westfield Capital Management Experience September 2008 - Present
Job Head Trader at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management September 2008 - Present
Delta Partners LLC August 2007 - September 2008
Pioneer Investments 2002 - 2007
Education
Suffolk University 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Westfield Capital Management September 2008 - Present
Delta Partners LLC August 2007 - September 2008
Pioneer Investments 2002 - 2007
Education
Suffolk University 1996 — 1998
Master of Business Administration (MBA)
Northeastern University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Brooke Hogan's Westfield Capital Management Experience July 2009 - July 2011
Job Strategy Analyst at King Arthur Flour
Industry Commercial Real Estate
Experience
King Arthur Flour Company May 2015 - Present
Dartmouth College July 2014 - May 2015
CompassRock Real Estate January 2013 - June 2014
Jones Lang LaSalle January 2012 - December 2012
Westfield Capital Management July 2009 - July 2011
Skills
Financial Modeling, Asset Management, Financial Analysis, Due Diligence, Valuation, Bloomberg, Microsoft Excel, Investments, Equities, Hedge Funds, Microsoft Office, Research
Education
Boston College 2005 — 2009
Finance
Copenhagen Business School 2007 — 2007
Westminster School 2001 — 2005
King Arthur Flour Company May 2015 - Present
Dartmouth College July 2014 - May 2015
CompassRock Real Estate January 2013 - June 2014
Jones Lang LaSalle January 2012 - December 2012
Westfield Capital Management July 2009 - July 2011
Skills
Financial Modeling, Asset Management, Financial Analysis, Due Diligence, Valuation, Bloomberg, Microsoft Excel, Investments, Equities, Hedge Funds, Microsoft Office, Research
Education
Boston College 2005 — 2009
Finance
Copenhagen Business School 2007 — 2007
Westminster School 2001 — 2005
Edward (Ted) Richardson's Westfield Capital Management Experience November 2014 - Present
Job Equity Analyst at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management November 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2011 - November 2014
GLG Partners June 2009 - August 2009
Merrill Lynch May 2007 - June 2008
TM Capital March 2005 - May 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 2000 — 2004
B.A., Economics
Breck School
Westfield Capital Management November 2014 - Present
Delaware Investments, a member of the Macquarie Group January 2011 - November 2014
GLG Partners June 2009 - August 2009
Merrill Lynch May 2007 - June 2008
TM Capital March 2005 - May 2007
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 2000 — 2004
B.A., Economics
Breck School
Andrew Tsanotelis's Westfield Capital Management Experience January 2015 - August 2015
Job Experienced Associate PwC Advisory Services
Industry Management Consulting
Experience
PwC September 2015 - Present
Westfield Capital Management January 2015 - August 2015
Westfield Capital Management May 2012 - December 2014
Westfield Capital Management April 2011 - May 2012
State Street June 2009 - August 2009
Skills
Equities, Bloomberg, Investments, Hedge Funds, Mutual Funds, Portfolio Management, PowerPoint, Asset Allocation, Trading Systems, Model Portfolios, Equity Trading, Middle Office, Financial Services
Education
Boston College 2007 — 2010
Bachelor of Science, Finance
Bates College 2006 — 2007
Economics
Milton Academy 2002 — 2006
PwC September 2015 - Present
Westfield Capital Management January 2015 - August 2015
Westfield Capital Management May 2012 - December 2014
Westfield Capital Management April 2011 - May 2012
State Street June 2009 - August 2009
Skills
Equities, Bloomberg, Investments, Hedge Funds, Mutual Funds, Portfolio Management, PowerPoint, Asset Allocation, Trading Systems, Model Portfolios, Equity Trading, Middle Office, Financial Services
Education
Boston College 2007 — 2010
Bachelor of Science, Finance
Bates College 2006 — 2007
Economics
Milton Academy 2002 — 2006
Karen Chiu's Westfield Capital Management Experience June 2011 - Present
Job Portfolio Associate at Westfield Capital Management
Industry Financial Services
Experience
Westfield Capital Management June 2011 - Present
State Street May 2010 - September 2010
State Street June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Fundraising, Human Resources, Research, Microsoft Word, Training, Excel, Word, Budgeting, Outlook, Mac OS, Dreamweaver, InDesign
Education
Harvard University 2009 — 2013
Econonmics, East Asian Studies
Boston Latin School 2002 — 2009
Westfield Capital Management June 2011 - Present
State Street May 2010 - September 2010
State Street June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Photoshop, Fundraising, Human Resources, Research, Microsoft Word, Training, Excel, Word, Budgeting, Outlook, Mac OS, Dreamweaver, InDesign
Education
Harvard University 2009 — 2013
Econonmics, East Asian Studies
Boston Latin School 2002 — 2009
Glenn Bickley's Westfield Capital Management Experience 2008 - 2009
Job Research Associate at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management February 2010 - Present
Westfield Capital Management 2008 - 2009
Education
Middlebury College 2004 — 2008
Bachelor of Arts, Psychology
Sands Capital Management February 2010 - Present
Westfield Capital Management 2008 - 2009
Education
Middlebury College 2004 — 2008
Bachelor of Arts, Psychology
Elizabeth Scotty McConnaughey's Westfield Capital Management Experience 2003 - 2009
Job Senior Vice President at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments January 2012 - Present
Sabbatical 2010 - 2011
Westfield Capital Management 2003 - 2009
Fidelity Investments 1999 - 2003
Goldman Sachs January 1998 - March 1998
Skills
Equities, Equity Research, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Investments, Asset Managment, Finance, Bloomberg, Equity Valuation, Strategy, Industrial Sector, Cable Sector, Telecommunications..., Homebuilding and..., Restaurant Sector, Chemicals Sector, Financials Sector, Organization &..., Women Leaders, General Awesomeness, Alternative Investments, Asset Allocation, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program, Business Administration
Dartmouth College 1995 — 1999
Bachelor of Arts, Political Science, Literature
Holton Arms 1989 — 1995
Standard Life Investments January 2012 - Present
Sabbatical 2010 - 2011
Westfield Capital Management 2003 - 2009
Fidelity Investments 1999 - 2003
Goldman Sachs January 1998 - March 1998
Skills
Equities, Equity Research, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Investments, Asset Managment, Finance, Bloomberg, Equity Valuation, Strategy, Industrial Sector, Cable Sector, Telecommunications..., Homebuilding and..., Restaurant Sector, Chemicals Sector, Financials Sector, Organization &..., Women Leaders, General Awesomeness, Alternative Investments, Asset Allocation, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 1999
Tuck Business Bridge Program, Business Administration
Dartmouth College 1995 — 1999
Bachelor of Arts, Political Science, Literature
Holton Arms 1989 — 1995
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY