William Blair and Company
Industry: Financial services company
DescriptionWilliam Blair & Company is American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. Assets under management: 93.4 billion USD (December 2017) Headquarters: Chicago, Illinois, United States Founder: William M. Blair Founded: 8 January 1935 Executives: John R. Ettelson (CEO, President), Subsidiaries: William Blair International Limited,
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William Blair and Company Employees
Employee
Years
Job
Industry
Christopher Milne Christopher Milne's William Blair and Company Experience 1998 - 2001
Job Managing Director, Institutional Sales at Federal Home Loan Bank of Chicago
Industry Financial Services
Experience
Federal Home Loan Bank of Chicago May 2014 - Present
Federal Home Loan Bank of Chicago January 2009 - May 2014
Federal Home Loan Bank of Chicago 2002 - 2008
William Blair and Company 1998 - 2001
Merrill Lynch 1993 - 1998
Skills
Fixed Income, MBS, ABS, ALM, Funding, Derivatives, Sales, Investments, Bonds, Interest Rate Risk..., Liquidity, Loans, Asset Management, Credit Risk, Banking, Capital Markets, Mortgage Lending
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance
University of Colorado Boulder 1986 — 1990
BA, Economics
Federal Home Loan Bank of Chicago May 2014 - Present
Federal Home Loan Bank of Chicago January 2009 - May 2014
Federal Home Loan Bank of Chicago 2002 - 2008
William Blair and Company 1998 - 2001
Merrill Lynch 1993 - 1998
Skills
Fixed Income, MBS, ABS, ALM, Funding, Derivatives, Sales, Investments, Bonds, Interest Rate Risk..., Liquidity, Loans, Asset Management, Credit Risk, Banking, Capital Markets, Mortgage Lending
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1998
MBA, Finance
University of Colorado Boulder 1986 — 1990
BA, Economics
Philippe Burrelle Philippe Burrelle's William Blair and Company Experience May 2008 - February 2012
Job Manager at Accenture
Industry Financial Services
Experience
Accenture August 2013 - Present
William Blair and Company May 2008 - February 2012
JPMorgan Chase June 2005 - May 2008
Great Point Capital October 2003 - April 2005
United States Air Force January 1995 - August 2003
Skills
Financial Modeling, Entrepreneurship, New Business Development, Strategic Planning, Operations Management, Business Management, Start-ups, Valuation, Management, Financial Analysis, Program Management, Process Improvement, Strategy, Banking, Marketing Strategy, Leadership, Business Strategy, Project Management, Risk Management, Analysis, Capital Markets, Business Analysis, Financial Services
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
United States Air Force, Air University
Squadron Officer School (SOS)
United States Air Force
Modified Operation Managment Course
Southern Illinois University, Carbondale
Bachelor of Science
Accenture August 2013 - Present
William Blair and Company May 2008 - February 2012
JPMorgan Chase June 2005 - May 2008
Great Point Capital October 2003 - April 2005
United States Air Force January 1995 - August 2003
Skills
Financial Modeling, Entrepreneurship, New Business Development, Strategic Planning, Operations Management, Business Management, Start-ups, Valuation, Management, Financial Analysis, Program Management, Process Improvement, Strategy, Banking, Marketing Strategy, Leadership, Business Strategy, Project Management, Risk Management, Analysis, Capital Markets, Business Analysis, Financial Services
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
United States Air Force, Air University
Squadron Officer School (SOS)
United States Air Force
Modified Operation Managment Course
Southern Illinois University, Carbondale
Bachelor of Science
Christopher Vincent, CFA Christopher Vincent, CFA's William Blair and Company Experience June 2002 - Present
Job Head of Fixed Income at William Blair and Company
Industry Investment Management
Experience
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
Brian Gloede Brian Gloede's William Blair and Company Experience 2005 - 2007
Job Investing Human Capital for Social Impact
Industry Civic & Social Organization
Experience
Quarterback September 2012 - Present
KeyBanc Capital Markets May 2010 - July 2012
KeyBanc Capital Markets July 2008 - April 2010
William Blair and Company 2005 - 2007
Skills
Financial Modeling, Valuation, Investments, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Series 7, PowerPoint, Strategic Planning, Mergers, Entrepreneurship, Capital Markets, Pro Bono, Business Development, Mergers & Acquisitions, Business Strategy, Finance, Analysis, Leadership, Management, Consulting, Due Diligence, Program Management, Project Management, Strategy, Nonprofits
Education
Miami University
Fremd High School
Spanish Class
Quarterback September 2012 - Present
KeyBanc Capital Markets May 2010 - July 2012
KeyBanc Capital Markets July 2008 - April 2010
William Blair and Company 2005 - 2007
Skills
Financial Modeling, Valuation, Investments, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Series 7, PowerPoint, Strategic Planning, Mergers, Entrepreneurship, Capital Markets, Pro Bono, Business Development, Mergers & Acquisitions, Business Strategy, Finance, Analysis, Leadership, Management, Consulting, Due Diligence, Program Management, Project Management, Strategy, Nonprofits
Education
Miami University
Fremd High School
Spanish Class
Bo Heitz Bo Heitz's William Blair and Company Experience June 2010 - June 2012
Job Strategic Development at Vail Resorts
Industry Leisure, Travel & Tourism
Experience
Vail Resorts October 2014 - Present
Farmer School of Business April 2012 - Present
The Riverside Company August 2012 - October 2014
William Blair and Company June 2010 - June 2012
BMO Capital Markets June 2009 - August 2009
Insight Beverages May 2008 - June 2008
The Classic Catering People September 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Valuation, Financial Services, Corporate Finance, Due Diligence, Capital Markets, Investments, M&A experience, Investment Banking, Financial Analysis
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Finance
Vail Resorts October 2014 - Present
Farmer School of Business April 2012 - Present
The Riverside Company August 2012 - October 2014
William Blair and Company June 2010 - June 2012
BMO Capital Markets June 2009 - August 2009
Insight Beverages May 2008 - June 2008
The Classic Catering People September 2005 - August 2007
Skills
Mergers & Acquisitions, Financial Modeling, Private Equity, Valuation, Financial Services, Corporate Finance, Due Diligence, Capital Markets, Investments, M&A experience, Investment Banking, Financial Analysis
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Finance
Joleen Kirschenman Joleen Kirschenman's William Blair and Company Experience 2005 - 2008
Job Iteration Manager / Agile Coach
Industry Information Technology and Services
Experience
ThoughtWorks 2011 - Present
Changing Worlds August 2011 - November 2011
BMO Harris Bank 2011 - August 2011
William Blair and Company 2005 - 2008
Skills
Program Management, Project Management, Analysis, Business Analysis, Change Management, Risk Management, SDLC, Strategic Planning, Public Speaking, Research, Data Analysis, Vendor Management, Visio, MS Project, Project Planning, Coaching, Consulting, Team Building, Organizational..., Policy, Nonprofits, Team Leadership, Recruiting, Process Improvement, Customer Service, Microsoft Excel, Leadership, Business Development, Team Management, Training, Management Consulting, Outlook, Microsoft Office, Agile Methodologies, Business Intelligence, Technical Writing, Leadership Development, Business Process..., Budgets, PowerPoint, Negotiation, Workshop Facilitation, Non-profits, System Administration, Account Management, Databases, Contract Negotiation, Agile Methodolgy, Agile Project Management, Software Documentation
Education
University of Chicago 1985 — 1994
M.A., Sociology
London School of Economics and Political Science, U. of London 1983 — 1984
M.Sc., Politics
ThoughtWorks 2011 - Present
Changing Worlds August 2011 - November 2011
BMO Harris Bank 2011 - August 2011
William Blair and Company 2005 - 2008
Skills
Program Management, Project Management, Analysis, Business Analysis, Change Management, Risk Management, SDLC, Strategic Planning, Public Speaking, Research, Data Analysis, Vendor Management, Visio, MS Project, Project Planning, Coaching, Consulting, Team Building, Organizational..., Policy, Nonprofits, Team Leadership, Recruiting, Process Improvement, Customer Service, Microsoft Excel, Leadership, Business Development, Team Management, Training, Management Consulting, Outlook, Microsoft Office, Agile Methodologies, Business Intelligence, Technical Writing, Leadership Development, Business Process..., Budgets, PowerPoint, Negotiation, Workshop Facilitation, Non-profits, System Administration, Account Management, Databases, Contract Negotiation, Agile Methodolgy, Agile Project Management, Software Documentation
Education
University of Chicago 1985 — 1994
M.A., Sociology
London School of Economics and Political Science, U. of London 1983 — 1984
M.Sc., Politics
Katy Piotrowski Katy Piotrowski's William Blair and Company Experience April 2010 - July 2012
Job Senior Project and Reporting Associate at Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2012 - Present
William Blair and Company April 2010 - July 2012
Northern Trust January 2010 - April 2010
Northern Trust December 2008 - June 2009
K&S Trading June 2006 - August 2008
Skills
Investments, Financial Analysis, Financial Modeling, Project Management, Derivatives, Financial Accounting, Data Modeling, Technology Integration, VBA, SQL, Microsoft Excel, Options, Securities
Education
Miami University 2002 — 2006
B.S. Business, Finance and Economics
Culver Academies 1998 — 2002
Credit Suisse July 2012 - Present
William Blair and Company April 2010 - July 2012
Northern Trust January 2010 - April 2010
Northern Trust December 2008 - June 2009
K&S Trading June 2006 - August 2008
Skills
Investments, Financial Analysis, Financial Modeling, Project Management, Derivatives, Financial Accounting, Data Modeling, Technology Integration, VBA, SQL, Microsoft Excel, Options, Securities
Education
Miami University 2002 — 2006
B.S. Business, Finance and Economics
Culver Academies 1998 — 2002
Andrea McGuirt's William Blair and Company Experience January 2012 - July 2014
Job Associate at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management July 2014 - Present
William Blair and Company January 2012 - July 2014
William Blair & Company June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Bloomberg, Finance, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Venture Capital, Valuation, Corporate Finance, Accounting, Capital IQ, Due Diligence, Microsoft Office, Mergers & Acquisitions, Business Valuation, Investments, Capital Markets, Private Equity, Equities, DCF, LBO
Education
Indiana University - Kelley School of Business 2007 — 2011
Master of Science, Accounting
Indiana University Bloomington
Winona Capital Management July 2014 - Present
William Blair and Company January 2012 - July 2014
William Blair & Company June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Bloomberg, Finance, Financial Modeling, Investment Banking, Financial Analysis, Equity Research, Venture Capital, Valuation, Corporate Finance, Accounting, Capital IQ, Due Diligence, Microsoft Office, Mergers & Acquisitions, Business Valuation, Investments, Capital Markets, Private Equity, Equities, DCF, LBO
Education
Indiana University - Kelley School of Business 2007 — 2011
Master of Science, Accounting
Indiana University Bloomington
Brian Plotkin's William Blair and Company Experience January 2011 - November 2011
Job Assistant Coach Men's Soccer at Loyola University Chicago
Industry Sports
Experience
Loyola University Chicago January 2013 - Present
William Blair and Company January 2011 - November 2011
UBS Wealth Management August 2010 - January 2011
Major League Soccer January 2006 - June 2010
Skills
Excel, PowerPoint, Outlook, Investments, Coaching, Wealth Management, Marketing, Athletics, Microsoft Excel, Teaching, Fundraising, Sports Management, Sports, Soccer, Sports Marketing, Social Media
Education
Indiana University Bloomington 2002 — 2005
Communications
Loyola University Chicago January 2013 - Present
William Blair and Company January 2011 - November 2011
UBS Wealth Management August 2010 - January 2011
Major League Soccer January 2006 - June 2010
Skills
Excel, PowerPoint, Outlook, Investments, Coaching, Wealth Management, Marketing, Athletics, Microsoft Excel, Teaching, Fundraising, Sports Management, Sports, Soccer, Sports Marketing, Social Media
Education
Indiana University Bloomington 2002 — 2005
Communications
Will Schmitt Will Schmitt's William Blair and Company Experience May 2007 - December 2008
Job MBA Candidate 2016 at USC Marshall School of Business
Industry Venture Capital & Private Equity
Experience
USC Marshall School of Business June 2014 - Present
The Coffee Bean & Tea Leaf September 2012 - June 2014
GESD Capital Partners September 2010 - February 2012
Raymond James August 2009 - October 2010
William Blair and Company May 2007 - December 2008
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Corporate Development, Venture Capital, Mergers & Acquisitions, IPO, Finance
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Miami University 2003 — 2007
Bachelor of Science Business Administration, Finance
USC Marshall School of Business June 2014 - Present
The Coffee Bean & Tea Leaf September 2012 - June 2014
GESD Capital Partners September 2010 - February 2012
Raymond James August 2009 - October 2010
William Blair and Company May 2007 - December 2008
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Corporate Development, Venture Capital, Mergers & Acquisitions, IPO, Finance
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Miami University 2003 — 2007
Bachelor of Science Business Administration, Finance
JP Wiedemer JP Wiedemer's William Blair and Company Experience June 2006 - August 2006
Job Senior Director, Finance U.S. Business at Moen Incorporated
Industry Consumer Goods
Experience
Moen Incorporated February 2015 - Present
Peet's Coffee & Tea September 2014 - January 2015
Peet's Coffee & Tea March 2013 - September 2014
Peet's Coffee & Tea February 2007 - February 2013
The Home Depot 2005 - 2007
William Blair and Company June 2006 - August 2006
Thomas Weisel Venture Partners 2002 - 2003
Thomas Weisel Partners 2000 - 2002
Greenwich Associates 1997 - 1999
Skills
Retail, Finance, FMCG, Project Planning, Cross-functional Team..., Forecasting, Strategic Planning, P&L Management, Business Strategy, Budgets, Start-ups, Strategic Financial...
Education
Kellogg School of Management 2003 — 2005
MBA
Georgetown University 1993 — 1997
BS, Finance
Moen Incorporated February 2015 - Present
Peet's Coffee & Tea September 2014 - January 2015
Peet's Coffee & Tea March 2013 - September 2014
Peet's Coffee & Tea February 2007 - February 2013
The Home Depot 2005 - 2007
William Blair and Company June 2006 - August 2006
Thomas Weisel Venture Partners 2002 - 2003
Thomas Weisel Partners 2000 - 2002
Greenwich Associates 1997 - 1999
Skills
Retail, Finance, FMCG, Project Planning, Cross-functional Team..., Forecasting, Strategic Planning, P&L Management, Business Strategy, Budgets, Start-ups, Strategic Financial...
Education
Kellogg School of Management 2003 — 2005
MBA
Georgetown University 1993 — 1997
BS, Finance
Andrew O'Hara Andrew O'Hara's William Blair and Company Experience August 2009 - March 2013
Job Founder and CEO at Chiron Health
Industry Hospital & Health Care
Experience
Chiron Health October 2013 - Present
University of Iowa Hospitals and Clinics June 2013 - July 2013
William Blair and Company August 2009 - March 2013
William Blair and Company June 2009 - August 2009
State Farm Insurance June 2008 - August 2008
Skills
Equity Research, Valuation, Financial Modeling, Equities, Equity Valuation, Sell Side, Financial Analysis, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Emerging Markets, Fixed Income, Business Valuation, Private Equity, Alternative Investments, Asset Management, VBA, Derivatives, Economics, Project Management, Portfolio Management
Education
Northwestern University 2012 — 2014
Master's degree, Medical Informatics
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course
Chiron Health October 2013 - Present
University of Iowa Hospitals and Clinics June 2013 - July 2013
William Blair and Company August 2009 - March 2013
William Blair and Company June 2009 - August 2009
State Farm Insurance June 2008 - August 2008
Skills
Equity Research, Valuation, Financial Modeling, Equities, Equity Valuation, Sell Side, Financial Analysis, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Emerging Markets, Fixed Income, Business Valuation, Private Equity, Alternative Investments, Asset Management, VBA, Derivatives, Economics, Project Management, Portfolio Management
Education
Northwestern University 2012 — 2014
Master's degree, Medical Informatics
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA)
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Finance
The London School of Economics and Political Science (LSE) 2007 — 2008
General Course
Anne Sromek's William Blair and Company Experience August 2003 - April 2007
Job Strategic Vendor Management, CorpEng (Google IT)
Industry Internet
Experience
Google October 2014 - Present
Google July 2011 - October 2014
Santa Barbara Asset Management July 2009 - June 2011
Santa Barbara Asset Management May 2007 - June 2009
William Blair and Company August 2003 - April 2007
Northern Trust October 2002 - August 2003
Skills
Internal Controls, Securities, Financial Reporting, Data Analysis, Cash Management, Process Improvement, Corporate Actions, Bloomberg Terminal, Financial Services, Strategy, Accounting, Salesforce.com, Project Management, Management, Finance, Cross-functional Team..., Leadership, Equities, Program Management, Financial Modeling, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
Uniwersytet Jagielloński w Krakowie 2002 — 2002
Polish Language and Culture
WU (Vienna University of Economics and Business) 1999 — 2000
Finance, Polish, German Language and Culture
University of Illinois at Chicago 1998 — 2002
BS, Finance and Economics, minor Polish and German
Lake Park High School 1998 — 2002
Google October 2014 - Present
Google July 2011 - October 2014
Santa Barbara Asset Management July 2009 - June 2011
Santa Barbara Asset Management May 2007 - June 2009
William Blair and Company August 2003 - April 2007
Northern Trust October 2002 - August 2003
Skills
Internal Controls, Securities, Financial Reporting, Data Analysis, Cash Management, Process Improvement, Corporate Actions, Bloomberg Terminal, Financial Services, Strategy, Accounting, Salesforce.com, Project Management, Management, Finance, Cross-functional Team..., Leadership, Equities, Program Management, Financial Modeling, Portfolio Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
Uniwersytet Jagielloński w Krakowie 2002 — 2002
Polish Language and Culture
WU (Vienna University of Economics and Business) 1999 — 2000
Finance, Polish, German Language and Culture
University of Illinois at Chicago 1998 — 2002
BS, Finance and Economics, minor Polish and German
Lake Park High School 1998 — 2002
Cherie Badri, CFA Cherie Badri, CFA's William Blair and Company Experience 1997 - 2005
Job Senior Research Analyst and Portfolio Manager at Strategic Global Advisors, LLC
Industry Investment Management
Experience
Strategic Global Advisors, LLC September 2006 - Present
Picoco LLC 2005 - 2006
William Blair and Company 1997 - 2005
Skills
Portfolio Management, Asset Managment, Equities, Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Sell Side, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation
Education
University of Illinois at Urbana-Champaign 1993 — 1994
MS, Finance
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Northwestern University 1987 — 1991
BA, Economics
Strategic Global Advisors, LLC September 2006 - Present
Picoco LLC 2005 - 2006
William Blair and Company 1997 - 2005
Skills
Portfolio Management, Asset Managment, Equities, Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Sell Side, Private Equity, Investment Strategies, Asset Allocation, Asset Management, Capital Markets, Alternative Investments, Hedge Funds, Bloomberg, Equity Valuation
Education
University of Illinois at Urbana-Champaign 1993 — 1994
MS, Finance
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Northwestern University 1987 — 1991
BA, Economics
Guy Bloomfield Guy Bloomfield's William Blair and Company Experience June 2011 - Present
Job Investments and Operations for Global Macro Strategies team
Industry Investment Management
Experience
William Blair and Company June 2011 - Present
Singer Partners, LLC May 2009 - June 2011
UBS Global Asset Management April 2001 - April 2009
divine\Lightsedge 2000 - 2001
CNA 1998 - 2000
Navistar Inc 1997 - 1998
whittman-hart 1994 - 1998
Wheels October 1994 - 1996
Arthur Andersen & Co. December 1992 - December 1994
Skills
Portfolio Management, Team Leadership, Asset Managment, Fixed Income, Equities, Risk Management, Business Analysis, Investments, Strategy, Asset Management, Project Management, Derivatives, Asset Allocation, Management, SDLC, Cross-functional Team..., Trading Systems, Leadership, Hedge Funds, ITIL
Education
Northern Illinois University 1988 — 1992
BS, Operations Management and Information Systems (OM&IS)
William Blair and Company June 2011 - Present
Singer Partners, LLC May 2009 - June 2011
UBS Global Asset Management April 2001 - April 2009
divine\Lightsedge 2000 - 2001
CNA 1998 - 2000
Navistar Inc 1997 - 1998
whittman-hart 1994 - 1998
Wheels October 1994 - 1996
Arthur Andersen & Co. December 1992 - December 1994
Skills
Portfolio Management, Team Leadership, Asset Managment, Fixed Income, Equities, Risk Management, Business Analysis, Investments, Strategy, Asset Management, Project Management, Derivatives, Asset Allocation, Management, SDLC, Cross-functional Team..., Trading Systems, Leadership, Hedge Funds, ITIL
Education
Northern Illinois University 1988 — 1992
BS, Operations Management and Information Systems (OM&IS)
Brian Brandell Brian Brandell's William Blair and Company Experience December 2005 - December 2008
Job Medical Devices Professional
Industry Medical Devices
Experience
bioMedical Holdings, Inc. April 2013 - November 2013
mHealthSys, Inc. July 2011 - January 2013
Biomed Innovation Fund 2010 - 2011
William Blair and Company December 2005 - December 2008
TheraFuse Inc. January 2003 - September 2005
Ardesta, LLC June 2001 - September 2005
St. Jude Medical, Cardiac Rhythm Management June 2000 - June 2001
Guidant January 1996 - June 2000
Ventritex, Inc. 1992 - 1995
Intermedics 1990 - 1992
Skills
Diabetes, Orthopedic, Lifesciences, Start-ups, Clinical Development, Medical Devices, Healthcare, Product Development, Pharmaceutical Industry, Venture Capital, IPO, Due Diligence, Entrepreneurship, FDA, Investment Banking, Commercialization, Clinical Trials, Executive Management, Hardware Diagnostics
Education
University of Chicago 1999 — 2000
MBA
Northwestern University
PhD, Biomedical Engineering
University of California, Berkeley
MS, Mechanical Engineering
University of Michigan
BS, Mechanical Engineering
bioMedical Holdings, Inc. April 2013 - November 2013
mHealthSys, Inc. July 2011 - January 2013
Biomed Innovation Fund 2010 - 2011
William Blair and Company December 2005 - December 2008
TheraFuse Inc. January 2003 - September 2005
Ardesta, LLC June 2001 - September 2005
St. Jude Medical, Cardiac Rhythm Management June 2000 - June 2001
Guidant January 1996 - June 2000
Ventritex, Inc. 1992 - 1995
Intermedics 1990 - 1992
Skills
Diabetes, Orthopedic, Lifesciences, Start-ups, Clinical Development, Medical Devices, Healthcare, Product Development, Pharmaceutical Industry, Venture Capital, IPO, Due Diligence, Entrepreneurship, FDA, Investment Banking, Commercialization, Clinical Trials, Executive Management, Hardware Diagnostics
Education
University of Chicago 1999 — 2000
MBA
Northwestern University
PhD, Biomedical Engineering
University of California, Berkeley
MS, Mechanical Engineering
University of Michigan
BS, Mechanical Engineering
Adam Heller's William Blair and Company Experience September 2011 - March 2013
Job Vice President, Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
Jeremy Katz Jeremy Katz's William Blair and Company Experience June 1999 - June 2001
Job Managing Director
Industry Investment Management
Experience
Grosvenor Capital Management January 2012 - Present
Hendricks Holding Company, Inc. August 2010 - January 2012
The White House January 2005 - September 2008
U.S. Department of Commerce June 2001 - December 2004
William Blair and Company June 1999 - June 2001
Education
Stanford University Graduate School of Business 2008 — 2010
University of Pennsylvania 1995 — 1999
BA, English
Grosvenor Capital Management January 2012 - Present
Hendricks Holding Company, Inc. August 2010 - January 2012
The White House January 2005 - September 2008
U.S. Department of Commerce June 2001 - December 2004
William Blair and Company June 1999 - June 2001
Education
Stanford University Graduate School of Business 2008 — 2010
University of Pennsylvania 1995 — 1999
BA, English
Michael Pranevicius Michael Pranevicius's William Blair and Company Experience July 2012 - Present
Job Project Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company July 2012 - Present
Skills
Customer Service, Management, Microsoft Excel, Leadership, Microsoft Office, Marketing, Data Analysis, Financial Analysis, PowerPoint, Project Management, Equities, Investments, Bloomberg, Financial Modeling, Valuation, Portfolio Management
Education
Loyola University of Chicago 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
William Blair and Company July 2012 - Present
Skills
Customer Service, Management, Microsoft Excel, Leadership, Microsoft Office, Marketing, Data Analysis, Financial Analysis, PowerPoint, Project Management, Equities, Investments, Bloomberg, Financial Modeling, Valuation, Portfolio Management
Education
Loyola University of Chicago 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Samuel H. Eisner Samuel H. Eisner's William Blair and Company Experience April 2011 - February 2013
Job Vice President in Global Investment Research at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2013 - Present
William Blair and Company April 2011 - February 2013
Sterne Agee June 2008 - April 2011
Lexington Realty Trust May 2007 - September 2007
Telemetry Investments LLC July 2006 - September 2006
Skills
Financial Modeling, Valuation, Industry Analysis, Bloomberg, Financial Analysis, Equity Research, Equities, Capital Markets, Research, Excel, Microsoft Office, PowerPoint, Word, Securities, Market Research, Competitive Analysis, Data Analysis, Emerging Markets, Forecasting, Equity Valuation, Industrial Research
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance & International Business
Goldman Sachs March 2013 - Present
William Blair and Company April 2011 - February 2013
Sterne Agee June 2008 - April 2011
Lexington Realty Trust May 2007 - September 2007
Telemetry Investments LLC July 2006 - September 2006
Skills
Financial Modeling, Valuation, Industry Analysis, Bloomberg, Financial Analysis, Equity Research, Equities, Capital Markets, Research, Excel, Microsoft Office, PowerPoint, Word, Securities, Market Research, Competitive Analysis, Data Analysis, Emerging Markets, Forecasting, Equity Valuation, Industrial Research
Education
The George Washington University - School of Business 2004 — 2008
BBA, Finance & International Business
Matthew Carlson Matthew Carlson's William Blair and Company Experience 2008 - 2008
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting March 2014 - Present
Deloitte Consulting June 2011 - March 2014
Deloitte Consulting September 2009 - May 2011
William Blair and Company 2008 - 2008
Hub Group June 2007 - August 2007
Legg Mason February 2007 - May 2007
Skills
Management Consulting, Requirements Gathering, Business Intelligence, Financial Modeling, Program Management, Data Warehousing, Reporting & Analysis, Sales Support, Dashboards, Business Strategy, Client Relationship..., ERP, Analysis, IT Strategy, Strategy
Education
The Johns Hopkins University 2005 — 2009
Bachelor's Degree, Economics
Indiana University - Kelley School of Business 2011 — 2011
Business Analytics
Royal Holloway, University of London 2008 — 2008
Economics
Loomis Chaffee 2003 — 2005
Deloitte Consulting March 2014 - Present
Deloitte Consulting June 2011 - March 2014
Deloitte Consulting September 2009 - May 2011
William Blair and Company 2008 - 2008
Hub Group June 2007 - August 2007
Legg Mason February 2007 - May 2007
Skills
Management Consulting, Requirements Gathering, Business Intelligence, Financial Modeling, Program Management, Data Warehousing, Reporting & Analysis, Sales Support, Dashboards, Business Strategy, Client Relationship..., ERP, Analysis, IT Strategy, Strategy
Education
The Johns Hopkins University 2005 — 2009
Bachelor's Degree, Economics
Indiana University - Kelley School of Business 2011 — 2011
Business Analytics
Royal Holloway, University of London 2008 — 2008
Economics
Loomis Chaffee 2003 — 2005
Tracy Damiano Tracy Damiano's William Blair and Company Experience 2009 - 2012
Job Business Development
Industry Internet
Experience
Stanza January 2014 - Present
Blueprint Health LLC January 2013 - April 2013
HealthyOut 2013 - 2013
William Blair and Company 2009 - 2012
J.P. Morgan 2005 - 2008
Skills
Investment Banking, Public Finance, Fixed Income, Capital Markets, Financial Analysis, Valuation, Nutrition, Food Policy, Start-ups, Marketing, Finance
Education
Stanford University 2001 — 2005
Bachelor of Arts (B.A.), Human Biology; Economics
Mark Keppel
Stanford University High School Summer Program
Stanza January 2014 - Present
Blueprint Health LLC January 2013 - April 2013
HealthyOut 2013 - 2013
William Blair and Company 2009 - 2012
J.P. Morgan 2005 - 2008
Skills
Investment Banking, Public Finance, Fixed Income, Capital Markets, Financial Analysis, Valuation, Nutrition, Food Policy, Start-ups, Marketing, Finance
Education
Stanford University 2001 — 2005
Bachelor of Arts (B.A.), Human Biology; Economics
Mark Keppel
Stanford University High School Summer Program
Gail Harris, CFP® CIMA® Gail Harris, CFP® CIMA®'s William Blair and Company Experience 2006 - 2007
Job Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management January 2014 - Present
A Single Family Office 2007 - 2013
William Blair and Company 2006 - 2007
Merrill Lynch 1996 - 2006
BayBank 1991 - 1994
US Navy 1980 - 1984
Skills
Financial Planning, Wealth Management, Investments, Wealth, Asset Allocation, Alternative Investments, Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Banking, Financial Advisory, Commercial Lending, Financial Services, Private Equity, Securities, 401k, Portfolio Management, Strategic Financial..., Finance, Retirement, High Net Worth..., Series 63, Equities, Private Banking, Financial Planners, Loans, Hedge Funds, Mutual Funds, Series 7, Wealth Management..., Relationship Management, Risk Management, Investment Management, Asset Management
Education
Wharton School, University of Pennsylvania
CIMA, IMCA Certified Investment Management Analyst Program
Oregon State University
BS, Business Administration, Cum Laude
U.S. Trust, Bank of America Private Wealth Management January 2014 - Present
A Single Family Office 2007 - 2013
William Blair and Company 2006 - 2007
Merrill Lynch 1996 - 2006
BayBank 1991 - 1994
US Navy 1980 - 1984
Skills
Financial Planning, Wealth Management, Investments, Wealth, Asset Allocation, Alternative Investments, Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Banking, Financial Advisory, Commercial Lending, Financial Services, Private Equity, Securities, 401k, Portfolio Management, Strategic Financial..., Finance, Retirement, High Net Worth..., Series 63, Equities, Private Banking, Financial Planners, Loans, Hedge Funds, Mutual Funds, Series 7, Wealth Management..., Relationship Management, Risk Management, Investment Management, Asset Management
Education
Wharton School, University of Pennsylvania
CIMA, IMCA Certified Investment Management Analyst Program
Oregon State University
BS, Business Administration, Cum Laude
Mick Doyle Mick Doyle's William Blair and Company Experience June 2011 - June 2013
Job MBA Candidate, Northwestern Kellogg School of Management
Industry Internet
Experience
Kellogg School of Management August 2015 - Present
High School Cube, LLC May 2014 - July 2015
High School Cube August 2013 - April 2014
William Blair and Company June 2011 - June 2013
Skills
Microsoft Office, Salesforce, Capital IQ, Factset, Financial Modeling, Valuation, Bloomberg, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Finance, Competitive Analysis, DCF, Analytics, LBO
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2011
Bachelor Degree of Business Administration, Finance
Benet Academy 2003 — 2007
Kellogg School of Management August 2015 - Present
High School Cube, LLC May 2014 - July 2015
High School Cube August 2013 - April 2014
William Blair and Company June 2011 - June 2013
Skills
Microsoft Office, Salesforce, Capital IQ, Factset, Financial Modeling, Valuation, Bloomberg, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Finance, Competitive Analysis, DCF, Analytics, LBO
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2011
Bachelor Degree of Business Administration, Finance
Benet Academy 2003 — 2007
Will Kaplan Will Kaplan's William Blair and Company Experience January 2002 - February 2003
Job Principal at Halcyon Financial Planning
Industry Investment Management
Experience
Halcyon Financial Planning July 2014 - Present
Skyline Financial Northwest February 2010 - May 2014
Pacific Investment Advisors December 2007 - June 2009
Perritt Capital Management March 2003 - December 2005
William Blair and Company January 2002 - February 2003
Perritt Capital Management December 2000 - January 2002
Skills
Wealth Management, Certified Financial..., Financial Planning, Investment Management, Asset Allocation, Comprehensive Wealth..., Portfolio Management, Retirement Planning, Investments, Financial Planners, Tax, Finance, Investment Advisory, Investment Strategies, Retirement, Mutual Funds, Estate Planning, Financial Advisory
Education
University of Portland Pamplin School of Business 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
Kenyon College 1995 — 1999
BA, Sociology, Philosophy
Episcopal High School - Houston Texas 1992 — 1995
Halcyon Financial Planning July 2014 - Present
Skyline Financial Northwest February 2010 - May 2014
Pacific Investment Advisors December 2007 - June 2009
Perritt Capital Management March 2003 - December 2005
William Blair and Company January 2002 - February 2003
Perritt Capital Management December 2000 - January 2002
Skills
Wealth Management, Certified Financial..., Financial Planning, Investment Management, Asset Allocation, Comprehensive Wealth..., Portfolio Management, Retirement Planning, Investments, Financial Planners, Tax, Finance, Investment Advisory, Investment Strategies, Retirement, Mutual Funds, Estate Planning, Financial Advisory
Education
University of Portland Pamplin School of Business 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning
Kenyon College 1995 — 1999
BA, Sociology, Philosophy
Episcopal High School - Houston Texas 1992 — 1995
Steve Groya Steve Groya's William Blair and Company Experience 1996 - 1998
Job Managing Director at Aldine Capital Partners
Industry Venture Capital & Private Equity
Experience
Aldine Capital Partners March 2015 - Present
Range Light LLC 2011 - March 2015
Prairie Capital LP 2001 - 2011
Jigsaw Media Group 2005 - 2007
William Blair & Company 1998 - 2001
William Blair and Company 1996 - 1998
Ernst & Young 1994 - 1996
Education
Michigan State University 1991 — 1994
Bachelor of Arts, Accounting
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance
Aldine Capital Partners March 2015 - Present
Range Light LLC 2011 - March 2015
Prairie Capital LP 2001 - 2011
Jigsaw Media Group 2005 - 2007
William Blair & Company 1998 - 2001
William Blair and Company 1996 - 1998
Ernst & Young 1994 - 1996
Education
Michigan State University 1991 — 1994
Bachelor of Arts, Accounting
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance
Rebecca Vautour Rebecca Vautour's William Blair and Company Experience August 2011 - Present
Job Costume Designer & Sustainability Strategist
Industry Financial Services
Experience
William Blair and Company August 2011 - Present
Parish Players 2009 - Present
Skills
Microsoft Office, Customer Service, Administrative..., Access, Fundraising, Sustainability, Business Process Mapping, Research, Event Planning, Nonprofits, Data Analysis, Public Speaking, Process Mapping, Sustainability Strategy, Customer Relations, Administrative Support, Costume Design, Editing
Education
Massachusetts College of Art and Design
Certificate in Fashion Design, Fashion/Apparel Design
Union College 2002 — 2006
Bachelor of Arts, English & Theater
Harvard Extension School 2011 — 2013
Sustainability & Environmental Mangement
William Blair and Company August 2011 - Present
Parish Players 2009 - Present
Skills
Microsoft Office, Customer Service, Administrative..., Access, Fundraising, Sustainability, Business Process Mapping, Research, Event Planning, Nonprofits, Data Analysis, Public Speaking, Process Mapping, Sustainability Strategy, Customer Relations, Administrative Support, Costume Design, Editing
Education
Massachusetts College of Art and Design
Certificate in Fashion Design, Fashion/Apparel Design
Union College 2002 — 2006
Bachelor of Arts, English & Theater
Harvard Extension School 2011 — 2013
Sustainability & Environmental Mangement
Kelly Vergamini Kelly Vergamini's William Blair and Company Experience June 1998 - August 2001
Job Retail Professional
Industry Retail
Experience
Sears Holdings Corporation August 2010 - January 2012
Sears Holdings Corporation June 2008 - August 2010
Sears Holdings Corporation November 2006 - May 2008
Sears Holdings Corporation October 2005 - November 2006
Limited Brands June 2004 - October 2005
Limited Brands 2003 - 2005
Limited Brands July 2003 - August 2004
William Blair and Company June 1998 - August 2001
Skills
Retail, Apparel, Merchandising, Knitwear, Customer Service, Forecasting, Visual Merchandising, Store Management, Assortment, Trend Analysis, Merchandise Planning, Inventory Control, CPFR, Profit, Private Label
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management & Strategy, Marketing
University of Notre Dame 1994 — 1998
BBA, Finance
Sears Holdings Corporation August 2010 - January 2012
Sears Holdings Corporation June 2008 - August 2010
Sears Holdings Corporation November 2006 - May 2008
Sears Holdings Corporation October 2005 - November 2006
Limited Brands June 2004 - October 2005
Limited Brands 2003 - 2005
Limited Brands July 2003 - August 2004
William Blair and Company June 1998 - August 2001
Skills
Retail, Apparel, Merchandising, Knitwear, Customer Service, Forecasting, Visual Merchandising, Store Management, Assortment, Trend Analysis, Merchandise Planning, Inventory Control, CPFR, Profit, Private Label
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management & Strategy, Marketing
University of Notre Dame 1994 — 1998
BBA, Finance
Mike Macakanja Mike Macakanja's William Blair and Company Experience 2000 - 2001
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
JP Morgan Chase December 2010 - April 2014
Lazard Freres & Co. April 2002 - July 2010
William Blair and Company 2000 - 2001
Robert W. Baird & Co. 1998 - 2000
Peterson Consulting 1991 - 1996
Skills
Valuation, LBO, Private Equity, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Management Consulting
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
Purdue University 1986 — 1991
BS, Industrial Engineering
JPMorgan Chase May 2014 - Present
JP Morgan Chase December 2010 - April 2014
Lazard Freres & Co. April 2002 - July 2010
William Blair and Company 2000 - 2001
Robert W. Baird & Co. 1998 - 2000
Peterson Consulting 1991 - 1996
Skills
Valuation, LBO, Private Equity, Investment Banking, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Management Consulting
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
Purdue University 1986 — 1991
BS, Industrial Engineering
Joe Burrello Joe Burrello's William Blair and Company Experience 1994 - 2003
Job Director Of Global Trading at IronBridge Capital Management
Industry Capital Markets
Experience
IronBridge Capital Management 2004 - Present
Ironbridge Capital 2004 - 2015
William Blair and Company 1994 - 2003
Skills
Equities, Trading
Education
John Carroll University 1983 — 1987
BSBA, Accounting
mayfield High school
mayfield High school
IronBridge Capital Management 2004 - Present
Ironbridge Capital 2004 - 2015
William Blair and Company 1994 - 2003
Skills
Equities, Trading
Education
John Carroll University 1983 — 1987
BSBA, Accounting
mayfield High school
mayfield High school
Beth Weis Beth Weis's William Blair and Company Experience December 2005 - Present
Job Senior Research Administrator at William Blair and Company
Industry Investment Management
Experience
William Blair and Company December 2005 - Present
Skills
Data Analysis
Education
Olivet Nazarene University 1977 — 1982
B.A., Business Administration
William Blair and Company December 2005 - Present
Skills
Data Analysis
Education
Olivet Nazarene University 1977 — 1982
B.A., Business Administration
Rebecca Farmer Rebecca Farmer's William Blair and Company Experience August 2004 - February 2007
Job Senior Manager at Datassential
Industry Market Research
Experience
Datassential August 2012 - Present
CHD Expert November 2007 - August 2012
Kankakee County Circuit Courts March 2007 - November 2007
William Blair and Company August 2004 - February 2007
University of Chicago Hospitals March 1998 - August 2004
Bell, Boyd & Lloyd March 1998 - March 1999
Quaker Oats March 1996 - May 1998
Fisher Service Company July 1988 - March 1996
Fisher Service Company July 1988 - March 1996
Skills
Market Research, Strategic Planning, Marketing Strategy, Data Analysis, New Business Development, Project Management, Product Development, Marketing, Microsoft Office, Product Management, Management, Sales Management, Microsoft Excel, Customer Service, Business Development, Budgets, PowerPoint, Forecasting, Business Strategy, Access, Competitive Analysis, Customer Insight, Sales, Leadership, Strategy, Account Management
Education
South Suburban College 1991 — 1996
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
TF NORTH 1983 — 1987
HIGH SCHOOL DIPLOMA, GENERAL
Datassential August 2012 - Present
CHD Expert November 2007 - August 2012
Kankakee County Circuit Courts March 2007 - November 2007
William Blair and Company August 2004 - February 2007
University of Chicago Hospitals March 1998 - August 2004
Bell, Boyd & Lloyd March 1998 - March 1999
Quaker Oats March 1996 - May 1998
Fisher Service Company July 1988 - March 1996
Fisher Service Company July 1988 - March 1996
Skills
Market Research, Strategic Planning, Marketing Strategy, Data Analysis, New Business Development, Project Management, Product Development, Marketing, Microsoft Office, Product Management, Management, Sales Management, Microsoft Excel, Customer Service, Business Development, Budgets, PowerPoint, Forecasting, Business Strategy, Access, Competitive Analysis, Customer Insight, Sales, Leadership, Strategy, Account Management
Education
South Suburban College 1991 — 1996
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
TF NORTH 1983 — 1987
HIGH SCHOOL DIPLOMA, GENERAL
Andy Combs's William Blair and Company Experience June 2011 - May 2012
Job VP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Reg Weaver Reg Weaver's William Blair and Company Experience February 2000 - December 2008
Job Senior Trader at Cheevers & Company, Inc.
Industry Financial Services
Experience
Cheevers & Company, Inc. February 2013 - Present
MR Beal & Company November 2010 - February 2013
Gardner Rich, LLC June 2009 - November 2010
William Blair and Company February 2000 - December 2008
NCM Capital January 1992 - May 1999
Ariel Capital Management 1985 - 1985
Education
Morehouse College 1983 — 1988
B.A., Finance
St. Peter Lutheran
St. Peter Lutheran
Cheevers & Company, Inc. February 2013 - Present
MR Beal & Company November 2010 - February 2013
Gardner Rich, LLC June 2009 - November 2010
William Blair and Company February 2000 - December 2008
NCM Capital January 1992 - May 1999
Ariel Capital Management 1985 - 1985
Education
Morehouse College 1983 — 1988
B.A., Finance
St. Peter Lutheran
St. Peter Lutheran
Kathryn Steiner Kathryn Steiner's William Blair and Company Experience March 2011 - Present
Job at William Blair and Company
Industry Financial Services
Experience
William Blair & Company July 2014 - Present
William Blair and Company March 2011 - Present
Glotel, Inc September 2008 - November 2010
UBS Financial Services May 2005 - August 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
William Blair & Company July 2014 - Present
William Blair and Company March 2011 - Present
Glotel, Inc September 2008 - November 2010
UBS Financial Services May 2005 - August 2006
Education
Miami University 2004 — 2008
Bachelor of Science, Finance
Lauren McLaughlin Lauren McLaughlin's William Blair and Company Experience October 2010 - March 2014
Job Executive Assistant to CEO & Office Manager at Financial Investments Corporation
Industry Financial Services
Experience
Financial Investments Corporation March 2014 - Present
William Blair and Company October 2010 - March 2014
Henderson Productions November 2004 - February 2007
Skills
Corporate Finance, Leadership, Microsoft Excel, Financial Modeling, PowerPoint, Event Planning, Financial Analysis, Valuation
Education
Taylor University 1999 — 2003
Bachelor of Arts (B.A.), Business Management
Financial Investments Corporation March 2014 - Present
William Blair and Company October 2010 - March 2014
Henderson Productions November 2004 - February 2007
Skills
Corporate Finance, Leadership, Microsoft Excel, Financial Modeling, PowerPoint, Event Planning, Financial Analysis, Valuation
Education
Taylor University 1999 — 2003
Bachelor of Arts (B.A.), Business Management
Matthew Weigand Matthew Weigand's William Blair and Company Experience June 2011 - 2013
Job Investor at Accel Partners
Industry Venture Capital & Private Equity
Experience
Accel Partners 2013 - Present
William Blair and Company June 2011 - 2013
Deloitte & Touche June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Capital Markets, Series 7, Corporate Finance, Financial Analysis, Due Diligence, Business Analysis
Education
Miami University
Bachelor of Science, Finance & Accounting
Accel Partners 2013 - Present
William Blair and Company June 2011 - 2013
Deloitte & Touche June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Capital Markets, Series 7, Corporate Finance, Financial Analysis, Due Diligence, Business Analysis
Education
Miami University
Bachelor of Science, Finance & Accounting
Malcolm Parrish's William Blair and Company Experience June 2011 - August 2011
Job Technical Growth Marketer
Industry Internet
Experience
Tradecraft January 2015 - Present
Wordie June 2014 - Present
FunnelEnvy 2015 - August 2015
Federal Reserve Bank of Kansas City August 2013 - December 2014
Deutsche Bank June 2012 - August 2012
MLT August 2011 - August 2012
William Blair and Company June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Research, PowerPoint, Public Speaking
Education
Morehouse College 2009 — 2013
BA, Economics
London School of Economics and Political Science 2010 — 2010
Summer School, Economics
Detroit Country Day School
Tradecraft January 2015 - Present
Wordie June 2014 - Present
FunnelEnvy 2015 - August 2015
Federal Reserve Bank of Kansas City August 2013 - December 2014
Deutsche Bank June 2012 - August 2012
MLT August 2011 - August 2012
William Blair and Company June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Research, PowerPoint, Public Speaking
Education
Morehouse College 2009 — 2013
BA, Economics
London School of Economics and Political Science 2010 — 2010
Summer School, Economics
Detroit Country Day School
Kathleen White, CMP's William Blair and Company Experience April 2010 - October 2014
Job Owner "Suite Life of Riley" Pet Care, Sitting & Dog Walking services
Industry Consumer Services
Experience
Suite Life of Riley, LLC June 2015 - Present
Heartland Payment Systems October 2014 - May 2015
William Blair and Company April 2010 - October 2014
Van Kampen Investments March 2004 - April 2010
Franklin Templeton Investments August 2000 - March 2004
Marriott International July 1998 - August 2000
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Hotels, Contract Negotiation, Project Management, Hospitality, Volunteer Management, Hospitality Industry, Budgets, Hospitality Management, Food, Hotel Management, Trade Shows, Catering, Marketing Communications, Marketing, Banquets, Sales, Food & Beverage, Tourism, Restaurants, Customer Service, Management, Leadership, Marketing Strategy, Resorts
Education
Michigan State University 1994 — 1998
Business, School of Hospitality Business
Suite Life of Riley, LLC June 2015 - Present
Heartland Payment Systems October 2014 - May 2015
William Blair and Company April 2010 - October 2014
Van Kampen Investments March 2004 - April 2010
Franklin Templeton Investments August 2000 - March 2004
Marriott International July 1998 - August 2000
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Hotels, Contract Negotiation, Project Management, Hospitality, Volunteer Management, Hospitality Industry, Budgets, Hospitality Management, Food, Hotel Management, Trade Shows, Catering, Marketing Communications, Marketing, Banquets, Sales, Food & Beverage, Tourism, Restaurants, Customer Service, Management, Leadership, Marketing Strategy, Resorts
Education
Michigan State University 1994 — 1998
Business, School of Hospitality Business
Beth Pekol Porto's William Blair and Company Experience December 2006 - Present
Job Supervisory Analyst Editor at William Blair & Company
Industry Financial Services
Experience
William Blair and Company December 2006 - Present
Skills
Copy Editing, Editing, Proofreading, Equity Research, Research, Marketing Communications, Social Media, Web Content, Factiva, Publishing, Equities, Copywriting, Graphic Design, Report Design, Email Marketing, Social Networking, Newsletters, Corporate Communications, Blogging, Digital Media, Creative Writing, Editorial, Publications, Web Content Management, Facebook, Nonprofits, Journalism, Content Management, Press Releases, Magazines, Series 7, Series 63, Series 16, InDesign, Content Strategy, Internal Communications, Freelance Writing, Adobe Acrobat, Politics
Education
Miami University 1987 — 1991
English
Miami University
Bachelor's degree, Creative Writing
William Blair and Company December 2006 - Present
Skills
Copy Editing, Editing, Proofreading, Equity Research, Research, Marketing Communications, Social Media, Web Content, Factiva, Publishing, Equities, Copywriting, Graphic Design, Report Design, Email Marketing, Social Networking, Newsletters, Corporate Communications, Blogging, Digital Media, Creative Writing, Editorial, Publications, Web Content Management, Facebook, Nonprofits, Journalism, Content Management, Press Releases, Magazines, Series 7, Series 63, Series 16, InDesign, Content Strategy, Internal Communications, Freelance Writing, Adobe Acrobat, Politics
Education
Miami University 1987 — 1991
English
Miami University
Bachelor's degree, Creative Writing
Scott Wentworth Scott Wentworth's William Blair and Company Experience April 2004 - January 2015
Job Founder and Head Writer at Wentworth Financial Communications
Industry Financial Services
Experience
Wentworth Financial Communications 2015 - Present
Northwestern University 2012 - Present
William Blair and Company April 2004 - January 2015
Skills
White Papers, Content Marketing, Newsletters, Press Releases, Thought Leadership, Copywriting, Marketing Communications, Social Media, Research, Writing, Journalism, Integrated Marketing, Investments, Internal Communications, Finance, Storytelling, Editing, Corporate Communications, Copy Editing, Blogging, Media Relations, Proofreading, Strategic Communications, Asset Allocation, Editorial, Publishing, Marketing, Social Networking, Public Relations, Facebook, Marketing Strategy, Advertising, Technical Writing, Content Management, Crisis Communications, Project Management, Content Strategy
Education
Northwestern University 2003 — 2004
M.S.J., Journalism
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
B.S., Economics
Wentworth Financial Communications 2015 - Present
Northwestern University 2012 - Present
William Blair and Company April 2004 - January 2015
Skills
White Papers, Content Marketing, Newsletters, Press Releases, Thought Leadership, Copywriting, Marketing Communications, Social Media, Research, Writing, Journalism, Integrated Marketing, Investments, Internal Communications, Finance, Storytelling, Editing, Corporate Communications, Copy Editing, Blogging, Media Relations, Proofreading, Strategic Communications, Asset Allocation, Editorial, Publishing, Marketing, Social Networking, Public Relations, Facebook, Marketing Strategy, Advertising, Technical Writing, Content Management, Crisis Communications, Project Management, Content Strategy
Education
Northwestern University 2003 — 2004
M.S.J., Journalism
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
B.S., Economics
Jack Stephen Jack Stephen's William Blair and Company Experience June 2011 - March 2012
Job Manager, Business Development
Industry Financial Services
Experience
Visa November 2014 - Present
Visa June 2012 - November 2014
William Blair and Company June 2011 - March 2012
Northwestern University September 2010 - March 2011
Missouri State Public Defender System July 2010 - September 2010
The Office of United States Senator Christopher S. Bond June 2010 - August 2010
Education
Northwestern University 2008 — 2012
Bachelor of Arts, Economics, Political Science, Integrated Marketing Communications
DeSmet Jesuit High School 2004 — 2008
High School
Visa November 2014 - Present
Visa June 2012 - November 2014
William Blair and Company June 2011 - March 2012
Northwestern University September 2010 - March 2011
Missouri State Public Defender System July 2010 - September 2010
The Office of United States Senator Christopher S. Bond June 2010 - August 2010
Education
Northwestern University 2008 — 2012
Bachelor of Arts, Economics, Political Science, Integrated Marketing Communications
DeSmet Jesuit High School 2004 — 2008
High School
Bogdan (Bo) Ivan Bogdan (Bo) Ivan's William Blair and Company Experience June 2011 - August 2011
Job Sandbox Industries
Industry Venture Capital & Private Equity
Experience
Sandbox Industries February 2015 - Present
Besso Labs January 2014 - November 2014
William Blair & Company June 2012 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2009 - June 2012
William Blair and Company June 2011 - August 2011
RCP Advisors June 2010 - May 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - February 2010
Skills
Fixed Income, Market Research, Finance, Economics, Analytics, Data Analysis, Private Equity, Bloomberg, Business Strategy, Microsoft Word, Financial Analysis, Financial Modeling, Valuation, Investments, Financial Markets, M&A experience, Hedge Funds, Social Media, Equities, Asset Management, Derivatives, Mergers & Acquisitions, Microsoft Office, Venture Capital, Investment Banking, Series 7, Equity Research, Portfolio Management, Spanish, Trading, Analysis, Corporate Finance, Due Diligence, VBA, PowerPoint, Capital Markets, Stata, Microsoft Excel, Alternative Investments, Corporate Development, Investment Strategies, Business Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Study Abroad
Sandbox Industries February 2015 - Present
Besso Labs January 2014 - November 2014
William Blair & Company June 2012 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2009 - June 2012
William Blair and Company June 2011 - August 2011
RCP Advisors June 2010 - May 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - February 2010
Skills
Fixed Income, Market Research, Finance, Economics, Analytics, Data Analysis, Private Equity, Bloomberg, Business Strategy, Microsoft Word, Financial Analysis, Financial Modeling, Valuation, Investments, Financial Markets, M&A experience, Hedge Funds, Social Media, Equities, Asset Management, Derivatives, Mergers & Acquisitions, Microsoft Office, Venture Capital, Investment Banking, Series 7, Equity Research, Portfolio Management, Spanish, Trading, Analysis, Corporate Finance, Due Diligence, VBA, PowerPoint, Capital Markets, Stata, Microsoft Excel, Alternative Investments, Corporate Development, Investment Strategies, Business Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Study Abroad
Vanessa Rollings Vanessa Rollings's William Blair and Company Experience January 2010 - February 2012
Job CFO and Managing Director, Sandbox Industries
Industry Venture Capital & Private Equity
Experience
Sandbox Industries March 2012 - Present
Marbles: The Brain Store March 2014 - Present
William Blair and Company January 2010 - February 2012
William Blair and Company May 2006 - January 2010
Kraft Foods October 2001 - April 2006
Itemus 2000 - 2001
Divine InterVentures 2000 - 2000
Magnitude Network 1998 - 2000
Arthur Andersen 1996 - 1998
Skills
Mergers, Accounting, Start-ups, Investment Banking, Retail, Consumer Products, Food & Beverage, IPO, Private Equity, Corporate Development, Due Diligence, Mergers & Acquisitions, Finance, Financial Modeling, Corporate Finance, Financial Analysis, Management, Venture Capital, Valuation, Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance and Marketing
University of Notre Dame 1992 — 1996
BBA, Accounting
Sandbox Industries March 2012 - Present
Marbles: The Brain Store March 2014 - Present
William Blair and Company January 2010 - February 2012
William Blair and Company May 2006 - January 2010
Kraft Foods October 2001 - April 2006
Itemus 2000 - 2001
Divine InterVentures 2000 - 2000
Magnitude Network 1998 - 2000
Arthur Andersen 1996 - 1998
Skills
Mergers, Accounting, Start-ups, Investment Banking, Retail, Consumer Products, Food & Beverage, IPO, Private Equity, Corporate Development, Due Diligence, Mergers & Acquisitions, Finance, Financial Modeling, Corporate Finance, Financial Analysis, Management, Venture Capital, Valuation, Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance and Marketing
University of Notre Dame 1992 — 1996
BBA, Accounting
Emily Wang's William Blair and Company Experience September 2010 - November 2010
Job Associate at Code Advisors
Industry Investment Banking
Experience
Code Advisors September 2014 - Present
J.P. Morgan June 2012 - August 2014
Campus Solutions Storage & Shipping, Inc. October 2009 - June 2012
J.P. Morgan June 2011 - August 2011
William Blair and Company September 2010 - November 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Economics, Start-ups, Financial Analysis, Mergers & Acquisitions, Due Diligence, Matchmaking
Education
Instituto Internacional de Madrid 2012 — 2012
Study Abroad, Spanish
Northwestern University 2008 — 2012
BA, Economics
Fishers High School 2004 — 2008
Code Advisors September 2014 - Present
J.P. Morgan June 2012 - August 2014
Campus Solutions Storage & Shipping, Inc. October 2009 - June 2012
J.P. Morgan June 2011 - August 2011
William Blair and Company September 2010 - November 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Economics, Start-ups, Financial Analysis, Mergers & Acquisitions, Due Diligence, Matchmaking
Education
Instituto Internacional de Madrid 2012 — 2012
Study Abroad, Spanish
Northwestern University 2008 — 2012
BA, Economics
Fishers High School 2004 — 2008
Britt Trukenbrod Britt Trukenbrod's William Blair and Company Experience March 2000 - Present
Job Managing Director & Partner at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company March 2000 - Present
Robert W. Baird & Co. 1996 - 2000
Arthur Andersen 1990 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Miami University 1986 — 1990
BS, Finance
Deerfield
William Blair and Company March 2000 - Present
Robert W. Baird & Co. 1996 - 2000
Arthur Andersen 1990 - 1994
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance
Miami University 1986 — 1990
BS, Finance
Deerfield
Andrew Nieman Andrew Nieman's William Blair and Company Experience June 2011 - December 2011
Job Venture Partner @Ora Interactive & Board Member @BarVision (formerly SceneTap)
Industry Venture Capital & Private Equity
Experience
Ora Interactive June 2014 - Present
BarVision (formerly SceneTap) July 2011 - Present
William Blair and Company June 2011 - December 2011
John Buck International, LLC July 2009 - December 2010
Jones Lang LaSalle May 2007 - July 2009
The Staubach Company May 2007 - June 2008
Holly Duran Real Estate Partners, LLC May 2005 - August 2006
The Chicago Mercantile Exchange May 2003 - August 2004
Skills
Valuation, Budgets, Portfolio Management, Financial Analysis, Strategy, Market Research, Negotiation, Business Development, Alternative Investments, Strategic Partnerships, Finance, Business Planning, Social Media, Asset Management, Start-ups, New Business Development, Investments, Due Diligence
Education
Miami University 2003 — 2007
Bachelor of Science, Marketing & International Business
Ora Interactive June 2014 - Present
BarVision (formerly SceneTap) July 2011 - Present
William Blair and Company June 2011 - December 2011
John Buck International, LLC July 2009 - December 2010
Jones Lang LaSalle May 2007 - July 2009
The Staubach Company May 2007 - June 2008
Holly Duran Real Estate Partners, LLC May 2005 - August 2006
The Chicago Mercantile Exchange May 2003 - August 2004
Skills
Valuation, Budgets, Portfolio Management, Financial Analysis, Strategy, Market Research, Negotiation, Business Development, Alternative Investments, Strategic Partnerships, Finance, Business Planning, Social Media, Asset Management, Start-ups, New Business Development, Investments, Due Diligence
Education
Miami University 2003 — 2007
Bachelor of Science, Marketing & International Business
Saat Shaikh Saat Shaikh's William Blair and Company Experience June 2011 - February 2015
Job Managing Director at TowerPoint Capital
Industry Financial Services
Experience
TowerPoint Capital February 2015 - Present
William Blair and Company June 2011 - February 2015
Deloitte Consulting 2005 - 2008
Accenture 2000 - 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2011
JD-MBA, Law (JD), Business (MBA)
Northwestern University School of Law 2008 — 2011
JD, Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
BS, Computer Science
Ewing
TowerPoint Capital February 2015 - Present
William Blair and Company June 2011 - February 2015
Deloitte Consulting 2005 - 2008
Accenture 2000 - 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2011
JD-MBA, Law (JD), Business (MBA)
Northwestern University School of Law 2008 — 2011
JD, Law (JD)
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2000
BS, Computer Science
Ewing
Christopher Marquard Christopher Marquard's William Blair and Company Experience November 2010 - March 2013
Job Public Finance Investment Banking Analyst
Industry Financial Services
Experience
William Blair & Company October 2014 - Present
William Blair & Company March 2013 - October 2014
William Blair and Company November 2010 - March 2013
University of Notre Dame Men's Lacrosse Team September 2007 - November 2010
Dearborn Capital Management June 2009 - August 2009
Village of Glenview, Village Manager's Office May 2007 - August 2007
Skills
Municipal Bonds, DBC, Alternative Investments, Salesforce.com, Economics, PowerPoint, Mutual Funds, Options, Excel, Word, Operations, DTC, Trade Operations
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2010
Bachelor of Arts
Loyola University Maryland 2006 — 2007
William Blair & Company October 2014 - Present
William Blair & Company March 2013 - October 2014
William Blair and Company November 2010 - March 2013
University of Notre Dame Men's Lacrosse Team September 2007 - November 2010
Dearborn Capital Management June 2009 - August 2009
Village of Glenview, Village Manager's Office May 2007 - August 2007
Skills
Municipal Bonds, DBC, Alternative Investments, Salesforce.com, Economics, PowerPoint, Mutual Funds, Options, Excel, Word, Operations, DTC, Trade Operations
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2010
Bachelor of Arts
Loyola University Maryland 2006 — 2007
Patrick Watkins Patrick Watkins's William Blair and Company Experience June 2011 - June 2013
Job Associate at Silver Oak Services Partners, LLC
Industry Venture Capital & Private Equity
Experience
Silver Oak Services Partners, LLC July 2013 - Present
William Blair and Company June 2011 - June 2013
Robert W. Baird & Co. May 2010 - August 2010
Great American Financial Resources May 2009 - August 2009
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers & Acquisitions, Divestitures, Competitive Analysis
Education
Miami University 2008 — 2011
Bachelor of Science, Finance, Business Statistics
Wake Forest University 2007 — 2008
Archbishop Moeller High School 2003 — 2007
Silver Oak Services Partners, LLC July 2013 - Present
William Blair and Company June 2011 - June 2013
Robert W. Baird & Co. May 2010 - August 2010
Great American Financial Resources May 2009 - August 2009
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers & Acquisitions, Divestitures, Competitive Analysis
Education
Miami University 2008 — 2011
Bachelor of Science, Finance, Business Statistics
Wake Forest University 2007 — 2008
Archbishop Moeller High School 2003 — 2007
David Stasie David Stasie's William Blair and Company Experience June 2011 - June 2013
Job MBA Candidate at The Wharton School of Business
Industry Venture Capital & Private Equity
Experience
Koio Collective May 2015 - August 2015
Svoboda Capital Partners, LLC August 2013 - July 2015
William Blair and Company June 2011 - June 2013
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2007 — 2011
Bachelors, Finance and Business Economic & Public Policy, 3.84/4.00
Koio Collective May 2015 - August 2015
Svoboda Capital Partners, LLC August 2013 - July 2015
William Blair and Company June 2011 - June 2013
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2007 — 2011
Bachelors, Finance and Business Economic & Public Policy, 3.84/4.00
John McAuley, CIMA John McAuley, CIMA's William Blair and Company Experience October 2005 - December 2008
Job Managing Director at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management July 2011 - Present
Oak Associates Funds May 2010 - June 2011
Capital Opportunity Partners February 2009 - December 2009
William Blair and Company October 2005 - December 2008
Bank of America January 1999 - September 2005
Education
North Carolina State University 1994 — 1998
Bachelor of Science, Business
Sterling Capital Management July 2011 - Present
Oak Associates Funds May 2010 - June 2011
Capital Opportunity Partners February 2009 - December 2009
William Blair and Company October 2005 - December 2008
Bank of America January 1999 - September 2005
Education
North Carolina State University 1994 — 1998
Bachelor of Science, Business
Jill Rocca Jill Rocca's William Blair and Company Experience June 2004 - September 2008
Job Executive Assistant at Navigant Consulting, Inc.
Industry Financial Services
Experience
Navigant Consulting, Inc. June 2011 - Present
Evergreen Investment Advisors, LLC February 2011 - June 2011
REX Electric & Technologies, LLC November 2009 - June 2010
William Blair and Company June 2004 - September 2008
Watson Pharmaceuticals September 1996 - May 1997
Lehman Brothers Holdings Inc. November 1995 - September 1996
Everen Securities, Inc. (Now First Union Wachovia) July 1991 - November 1995
Education
Michigan State University 1985 — 1989
B.A., Communications, Psychology
Navigant Consulting, Inc. June 2011 - Present
Evergreen Investment Advisors, LLC February 2011 - June 2011
REX Electric & Technologies, LLC November 2009 - June 2010
William Blair and Company June 2004 - September 2008
Watson Pharmaceuticals September 1996 - May 1997
Lehman Brothers Holdings Inc. November 1995 - September 1996
Everen Securities, Inc. (Now First Union Wachovia) July 1991 - November 1995
Education
Michigan State University 1985 — 1989
B.A., Communications, Psychology
Pawel Kaczmarek, CFA's William Blair and Company Experience June 2010 - February 2013
Job Research Associate at Harris Associates
Industry Financial Services
Experience
Harris Associates June 2015 - Present
Advisory Research February 2013 - April 2015
William Blair and Company June 2010 - February 2013
Indiana University Bloomington August 2007 - April 2008
Backstop Solutions Group 2008 - 2008
Skills
Equity Research, Financial Modeling, Sell Side, Valuation, Investments, Equity Valuation, Bloomberg, DCF, Equities, Financial Analysis, Due Diligence, Financial Statement..., Investment Banking, Corporate Finance, Capital Markets
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & Accounting
Maine South High School
Harris Associates June 2015 - Present
Advisory Research February 2013 - April 2015
William Blair and Company June 2010 - February 2013
Indiana University Bloomington August 2007 - April 2008
Backstop Solutions Group 2008 - 2008
Skills
Equity Research, Financial Modeling, Sell Side, Valuation, Investments, Equity Valuation, Bloomberg, DCF, Equities, Financial Analysis, Due Diligence, Financial Statement..., Investment Banking, Corporate Finance, Capital Markets
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & Accounting
Maine South High School
Zach Shanks's William Blair and Company Experience June 2011 - July 2014
Job Senior Analyst at City Capital Advisors
Industry Financial Services
Experience
City Capital Advisors July 2015 - Present
Alpha IR Group April 2015 - June 2015
William Blair and Company June 2011 - July 2014
William Blair and Company June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Excel Modeling, PowerPoint Presentations, Technical & Fundamental..., Financial Modeling, DCF, Microsoft Excel, Strategy, Bloomberg, PowerPoint, Investment Banking, Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Libertyville High School 2004 — 2007
High School
City Capital Advisors July 2015 - Present
Alpha IR Group April 2015 - June 2015
William Blair and Company June 2011 - July 2014
William Blair and Company June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Excel Modeling, PowerPoint Presentations, Technical & Fundamental..., Financial Modeling, DCF, Microsoft Excel, Strategy, Bloomberg, PowerPoint, Investment Banking, Analysis
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Libertyville High School 2004 — 2007
High School
Christina Whatley Christina Whatley's William Blair and Company Experience June 2011 - September 2012
Job Global Principal Investments Associate, BAML Capital Access Funds Management, LLC
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
William Blair and Company June 2011 - September 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Writing, Social Media, Public Speaking, Microsoft Office, Entrepreneurship, Leadership, Research, Data Analysis, Community Outreach, Fundraising, Strategic Planning, Financial Analysis, Program Management, PowerPoint, Financial Modeling, Analysis, Event Planning, Nonprofits, Bloomberg, LBO, Valuation, Corporate Finance, Private Equity, Capital IQ
Education
Spelman College 2007 — 2011
Bachelor's degree, Economics and International Studies
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
William Blair and Company June 2011 - September 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Writing, Social Media, Public Speaking, Microsoft Office, Entrepreneurship, Leadership, Research, Data Analysis, Community Outreach, Fundraising, Strategic Planning, Financial Analysis, Program Management, PowerPoint, Financial Modeling, Analysis, Event Planning, Nonprofits, Bloomberg, LBO, Valuation, Corporate Finance, Private Equity, Capital IQ
Education
Spelman College 2007 — 2011
Bachelor's degree, Economics and International Studies
Joe Kentos Joe Kentos's William Blair and Company Experience June 2010 - January 2012
Job Branch Manager at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz September 2013 - Present
Hertz December 2012 - September 2013
Hertz May 2012 - December 2012
William Blair and Company June 2010 - January 2012
Waysound Recording June 2010 - August 2010
LubriSyn June 2008 - August 2008
Skills
Management, Time Management, Sales, Marketing, Customer Service
Education
Millikin University 2006 — 2010
Bachelor of Music, Music Business
Hertz September 2013 - Present
Hertz December 2012 - September 2013
Hertz May 2012 - December 2012
William Blair and Company June 2010 - January 2012
Waysound Recording June 2010 - August 2010
LubriSyn June 2008 - August 2008
Skills
Management, Time Management, Sales, Marketing, Customer Service
Education
Millikin University 2006 — 2010
Bachelor of Music, Music Business
Alexandra Baleanu Alexandra Baleanu's William Blair and Company Experience September 2011 - December 2011
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group July 2012 - July 2014
Northwestern University January 2012 - June 2012
AIESEC United States September 2011 - February 2012
Kellogg School of Management January 2010 - January 2012
William Blair and Company September 2011 - December 2011
Education
Northwestern University 2008 — 2012
BA, Economics, Mathematics, Kellogg Certificate for Undergraduates in Financial Economics
Colegiul National Mihai Viteazul 2004 — 2008
The Boston Consulting Group July 2014 - Present
The Boston Consulting Group July 2012 - July 2014
Northwestern University January 2012 - June 2012
AIESEC United States September 2011 - February 2012
Kellogg School of Management January 2010 - January 2012
William Blair and Company September 2011 - December 2011
Education
Northwestern University 2008 — 2012
BA, Economics, Mathematics, Kellogg Certificate for Undergraduates in Financial Economics
Colegiul National Mihai Viteazul 2004 — 2008
Kevin Silver Kevin Silver's William Blair and Company Experience January 2010 - June 2012
Job Senior Associate at Brockway Moran & Partners
Industry Venture Capital & Private Equity
Experience
Butterfly Effects August 2015 - Present
Brockway Moran & Partners July 2014 - Present
Moran Capital Partners April 2014 - Present
Butterfly Effects March 2013 - Present
Farmer School of Business April 2013 - Present
Brockway Moran & Partners July 2012 - July 2014
Moran Capital Partners November 2012 - March 2014
William Blair and Company January 2010 - June 2012
PricewaterhouseCoopers June 2008 - July 2008
Canterbury Golf Club June 2003 - June 2008
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Finance, Accountancy
Beachwood High School
Butterfly Effects August 2015 - Present
Brockway Moran & Partners July 2014 - Present
Moran Capital Partners April 2014 - Present
Butterfly Effects March 2013 - Present
Farmer School of Business April 2013 - Present
Brockway Moran & Partners July 2012 - July 2014
Moran Capital Partners November 2012 - March 2014
William Blair and Company January 2010 - June 2012
PricewaterhouseCoopers June 2008 - July 2008
Canterbury Golf Club June 2003 - June 2008
Education
Miami University 2005 — 2009
Bachelor of Science in Business, Finance, Accountancy
Beachwood High School
Grant Lawson Grant Lawson's William Blair and Company Experience March 2008 - December 2008
Job Owner/Partner at JJ Ventures
Industry Restaurants
Experience
JJ Ventures LLC January 2007 - Present
The Inland Real Estate Group of Companies, Inc. February 2009 - July 2010
William Blair and Company March 2008 - December 2008
Nomura Credit & Capital February 2007 - March 2008
LaSalle Bank 2006 - 2007
KeyBanc Capital Markets June 2005 - August 2005
Skills
Business Planning, Investments, Capital Markets, Due Diligence, Valuation, Real Estate Economics, Investment Properties, Credit, Commercial Real Estate, Real Estate, Financial Modeling, Portfolio Management, Finance, Mergers & Acquisitions, Asset Management, Financial Analysis, Strategic Planning
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Marketing
JJ Ventures LLC January 2007 - Present
The Inland Real Estate Group of Companies, Inc. February 2009 - July 2010
William Blair and Company March 2008 - December 2008
Nomura Credit & Capital February 2007 - March 2008
LaSalle Bank 2006 - 2007
KeyBanc Capital Markets June 2005 - August 2005
Skills
Business Planning, Investments, Capital Markets, Due Diligence, Valuation, Real Estate Economics, Investment Properties, Credit, Commercial Real Estate, Real Estate, Financial Modeling, Portfolio Management, Finance, Mergers & Acquisitions, Asset Management, Financial Analysis, Strategic Planning
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Regan Garrett Regan Garrett's William Blair and Company Experience July 2005 - July 2008
Job Vice President Operations
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2008 - Present
William Blair and Company July 2005 - July 2008
Skills
LBO, Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Mergers, M&A experience, Investments, Financial Analysis
Education
Northwestern University 2001 — 2005
BA, Economics and Psychology
Vista Equity Partners August 2008 - Present
William Blair and Company July 2005 - July 2008
Skills
LBO, Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Corporate Finance, Mergers, M&A experience, Investments, Financial Analysis
Education
Northwestern University 2001 — 2005
BA, Economics and Psychology
Andy Richardt, CFP®'s William Blair and Company Experience 1996 - 1999
Job Certified Financial Planner® at Thompson Wealth Management, Ltd.
Industry Financial Services
Experience
Miracle League of Massachusetts 2008 - Present
Thompson Wealth Management, Ltd. 2005 - Present
Xtiva Financial Systems 1999 - 2004
William Blair and Company 1996 - 1999
Andersen Consulting 1993 - 1996
Skills
Financial Services, Business Analysis, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management
Education
Indiana University Bloomington 1989 — 1993
BS, Management Information Systems
Miracle League of Massachusetts 2008 - Present
Thompson Wealth Management, Ltd. 2005 - Present
Xtiva Financial Systems 1999 - 2004
William Blair and Company 1996 - 1999
Andersen Consulting 1993 - 1996
Skills
Financial Services, Business Analysis, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management
Education
Indiana University Bloomington 1989 — 1993
BS, Management Information Systems
Jonathan Saurage's William Blair and Company Experience October 2000 - November 2004
Job Senior Digital Product Manager Omnichannel at U.S. Bank
Industry Financial Services
Experience
U.S. Bank September 2012 - Present
William Blair & Company November 2004 - July 2012
William Blair and Company October 2000 - November 2004
Skills
Online Marketing..., Marketing Strategy, Data-driven Decision..., Digital Marketing, Marketing Communications, Marketing Analytics, Product Marketing, Email Marketing, Project Planning, Project Management, Digital Project..., Financial Analysis, Vendor Management, Vendor Relationships, Vendor Contracts, Superior Client Service, CRM Integration, CRM, Portal Development, Product Life Cycle, eCRM, Product Development, Product Management, Product Design, Product Launch, Client Retention..., Positioning, User Experience, Cross-functional Team..., Segmentation, Analytics, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Accounting & Finance
Miami University 1995 — 2000
B.S., Marketing, Organizational Behavior
U.S. Bank September 2012 - Present
William Blair & Company November 2004 - July 2012
William Blair and Company October 2000 - November 2004
Skills
Online Marketing..., Marketing Strategy, Data-driven Decision..., Digital Marketing, Marketing Communications, Marketing Analytics, Product Marketing, Email Marketing, Project Planning, Project Management, Digital Project..., Financial Analysis, Vendor Management, Vendor Relationships, Vendor Contracts, Superior Client Service, CRM Integration, CRM, Portal Development, Product Life Cycle, eCRM, Product Development, Product Management, Product Design, Product Launch, Client Retention..., Positioning, User Experience, Cross-functional Team..., Segmentation, Analytics, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Accounting & Finance
Miami University 1995 — 2000
B.S., Marketing, Organizational Behavior
Ralph Schackart, CFA Ralph Schackart, CFA's William Blair and Company Experience December 2000 - Present
Job Internet/Digital media Analyst at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company December 2000 - Present
Accenture May 1997 - December 2000
United States Marine Corps May 1993 - May 1997
Skills
Financial Modeling, Equities, Valuation, Strategy, Finance, Equity Research, Corporate Finance, Business Strategy, Market Research, Investor Relations, Management Consulting, Business Valuation, Securities, Financial Analysis, Investments
Education
Webster University 1994 — 1996
MBA
Purdue University - Krannert School of Management 1989 — 1993
BS
CFA Charterholder
William Blair and Company December 2000 - Present
Accenture May 1997 - December 2000
United States Marine Corps May 1993 - May 1997
Skills
Financial Modeling, Equities, Valuation, Strategy, Finance, Equity Research, Corporate Finance, Business Strategy, Market Research, Investor Relations, Management Consulting, Business Valuation, Securities, Financial Analysis, Investments
Education
Webster University 1994 — 1996
MBA
Purdue University - Krannert School of Management 1989 — 1993
BS
CFA Charterholder
John Winthrop, CIMA John Winthrop, CIMA's William Blair and Company Experience June 2007 - December 2008
Job Director, Regional Consultant at Sterling Capital Management
Industry Investment Management
Experience
Sterling Capital Management March 2013 - Present
Managers Investment Group January 2010 - March 2013
William Blair and Company June 2007 - December 2008
Skills
Mutual Funds, Investments, Separately Managed..., Marketing, Series 7
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education Program - Certified Investment Management Analyst
Miami University 2000 — 2004
Bachelor of Science, Marketing
Sterling Capital Management March 2013 - Present
Managers Investment Group January 2010 - March 2013
William Blair and Company June 2007 - December 2008
Skills
Mutual Funds, Investments, Separately Managed..., Marketing, Series 7
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education Program - Certified Investment Management Analyst
Miami University 2000 — 2004
Bachelor of Science, Marketing
Derek Mansfield Derek Mansfield's William Blair and Company Experience 1998 - 2000
Job Chief Revenue Officer at Relay Foods
Industry Retail
Experience
Relay Foods October 2014 - Present
Relay Foods April 2014 - October 2014
The Boston Consulting Group 2002 - May 2013
William Blair and Company 1998 - 2000
Skills
Retail, Merchandising, Management, Management Consulting, Growth Strategies, Strategic Consulting, Strategy, Business Transformation, Emerging Markets, Start-ups, Change Management, Executive Management, Turn Around Management, Acquisition Integration, Corporate Development, Market Entry
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Strategy
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor's degree, International Finance
Relay Foods October 2014 - Present
Relay Foods April 2014 - October 2014
The Boston Consulting Group 2002 - May 2013
William Blair and Company 1998 - 2000
Skills
Retail, Merchandising, Management, Management Consulting, Growth Strategies, Strategic Consulting, Strategy, Business Transformation, Emerging Markets, Start-ups, Change Management, Executive Management, Turn Around Management, Acquisition Integration, Corporate Development, Market Entry
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Strategy
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor's degree, International Finance
Brian Weinstein, CFA's William Blair and Company Experience January 2001 - Present
Job Research Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company January 2001 - Present
Casas, Benjamin and White February 1999 - December 2000
Allegiance Corporation February 1998 - January 1999
Baxter Healthcare June 1996 - January 1998
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Stock Picking, Medical Diagnostics, Molecular Diagnostics, Medical Technology, Chartered Financial..., Investor Relations, Institutional Investors, Tennis, Investment Management, Financial Analysis, Financial Modeling, Equity Research, Institutional..., Asset Management, Capital Markets, Due Diligence, Financial Markets, Hedge Funds, Portfolio Management, Valuation
Education
University of Chicago 2006 — 2008
Master of Business Administration (MBA)
Indiana University Bloomington 1992 — 1996
Bachelor of Science (BS), Business
Glenbrook South 1988 — 1992
William Blair and Company January 2001 - Present
Casas, Benjamin and White February 1999 - December 2000
Allegiance Corporation February 1998 - January 1999
Baxter Healthcare June 1996 - January 1998
Skills
Series 7, Series 16, Series 63, Series 86, Series 87, Stock Picking, Medical Diagnostics, Molecular Diagnostics, Medical Technology, Chartered Financial..., Investor Relations, Institutional Investors, Tennis, Investment Management, Financial Analysis, Financial Modeling, Equity Research, Institutional..., Asset Management, Capital Markets, Due Diligence, Financial Markets, Hedge Funds, Portfolio Management, Valuation
Education
University of Chicago 2006 — 2008
Master of Business Administration (MBA)
Indiana University Bloomington 1992 — 1996
Bachelor of Science (BS), Business
Glenbrook South 1988 — 1992
Brent Sprunger Brent Sprunger's William Blair and Company Experience December 2009 - October 2012
Job Institutional Fixed Income Sales at William Blair
Industry Investment Banking
Experience
William Blair & Company September 2012 - Present
William Blair and Company December 2009 - October 2012
William Blair and Company June 2005 - December 2009
Skills
Bloomberg, Public Finance, Bonds, Fixed Income, Investment Banking, Capital Markets, Series 7, Credit
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance
Purdue University 2001 — 2005
B.S., Economics
William Blair & Company September 2012 - Present
William Blair and Company December 2009 - October 2012
William Blair and Company June 2005 - December 2009
Skills
Bloomberg, Public Finance, Bonds, Fixed Income, Investment Banking, Capital Markets, Series 7, Credit
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance
Purdue University 2001 — 2005
B.S., Economics
Kathie Chong's William Blair and Company Experience June 2010 - August 2010
Job Associate at Huron Consulting Group (Huron Healthcare)
Industry Financial Services
Experience
Huron Consulting Group April 2012 - Present
William Blair & Company June 2011 - April 2012
William Blair and Company June 2010 - August 2010
Boston Scientific April 2010 - May 2010
Abbott Laboratories May 2009 - August 2009
Merrill Lynch May 2008 - June 2008
Skills
Investment Banking, Corporate Finance, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2006 — 2011
Masters, Finance, Accounting
London School of Economics and Political Science 2008 — 2008
Finance
Huron Consulting Group April 2012 - Present
William Blair & Company June 2011 - April 2012
William Blair and Company June 2010 - August 2010
Boston Scientific April 2010 - May 2010
Abbott Laboratories May 2009 - August 2009
Merrill Lynch May 2008 - June 2008
Skills
Investment Banking, Corporate Finance, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2006 — 2011
Masters, Finance, Accounting
London School of Economics and Political Science 2008 — 2008
Finance
Philip O' Brien, AIF®, CRPS® Philip O' Brien, AIF®, CRPS®'s William Blair and Company Experience July 2009 - July 2011
Job Regional Sales Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2013 - Present
William Blair & Company July 2011 - December 2012
William Blair and Company July 2009 - July 2011
William Blair and Company June 2007 - August 2009
Morningstar September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company May 2005 - August 2006
Wachovia, A Wells Fargo Company January 2000 - February 2002
Deutsche Asset Management - Kemper Funds September 1997 - December 1999
Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24
Education
Indiana University Bloomington 2003 — 2004
MA
University College Dublin 1993 — 1996
MA. LIT
William Blair & Company January 2013 - Present
William Blair & Company July 2011 - December 2012
William Blair and Company July 2009 - July 2011
William Blair and Company June 2007 - August 2009
Morningstar September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company May 2005 - August 2006
Wachovia, A Wells Fargo Company January 2000 - February 2002
Deutsche Asset Management - Kemper Funds September 1997 - December 1999
Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24
Education
Indiana University Bloomington 2003 — 2004
MA
University College Dublin 1993 — 1996
MA. LIT
Bradley Barnett Bradley Barnett's William Blair and Company Experience May 2000 - December 2012
Job Portfolio Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2012 - Present
William Blair and Company May 2000 - December 2012
Ameritech July 1997 - March 2000
Skills
Series 63, Series 7, Equities, Securities, Financial Analysis, Finance, Bloomberg, Equity Research, Financial Modeling, Investments, Mutual Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Economics
Indiana University - Kelley School of Business 1988 — 1992
BS, Finance, Economics, Psychology
Wells Capital Management December 2012 - Present
William Blair and Company May 2000 - December 2012
Ameritech July 1997 - March 2000
Skills
Series 63, Series 7, Equities, Securities, Financial Analysis, Finance, Bloomberg, Equity Research, Financial Modeling, Investments, Mutual Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Economics
Indiana University - Kelley School of Business 1988 — 1992
BS, Finance, Economics, Psychology
Lindsey LaChiana, CPA's William Blair and Company Experience August 2011 - July 2013
Job Broker Dealer Regulatory Manager at Citadel LLC
Industry Financial Services
Experience
William Blair and Company August 2011 - July 2013
RSM McGladrey January 2010 - August 2011
Reznick Group May 2006 - December 2009
Reznick Group May 2005 - August 2005
Millenium Medical Management Resources, Inc. July 2000 - August 2004
Skills
Accounting, Financial Modeling, Cash Flow, CPA, GAAP, Financial Reporting, FINOP, Consolidation, Valuation, Financial Statements, Hedge Funds, Auditing, Financial Accounting, Account Reconciliation, Financial Services, Finance, Due Diligence, US GAAP, Forecasting, Mergers & Acquisitions, Analysis, Financial Analysis, Financial Audits, Private Equity, Management, Budgets, SEC filings, Financial Statement..., Equity Research, Derivatives, Internal Controls
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, General; International Business; Economics; Strategic Management
Northern Illinois University 2004 — 2006
BS, Accountancy
Loyola University Chicago 2002 — 2004
Accounting
Richards High School 1999 — 2002
William Blair and Company August 2011 - July 2013
RSM McGladrey January 2010 - August 2011
Reznick Group May 2006 - December 2009
Reznick Group May 2005 - August 2005
Millenium Medical Management Resources, Inc. July 2000 - August 2004
Skills
Accounting, Financial Modeling, Cash Flow, CPA, GAAP, Financial Reporting, FINOP, Consolidation, Valuation, Financial Statements, Hedge Funds, Auditing, Financial Accounting, Account Reconciliation, Financial Services, Finance, Due Diligence, US GAAP, Forecasting, Mergers & Acquisitions, Analysis, Financial Analysis, Financial Audits, Private Equity, Management, Budgets, SEC filings, Financial Statement..., Equity Research, Derivatives, Internal Controls
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, General; International Business; Economics; Strategic Management
Northern Illinois University 2004 — 2006
BS, Accountancy
Loyola University Chicago 2002 — 2004
Accounting
Richards High School 1999 — 2002
Barbara Baum Barbara Baum's William Blair and Company Experience July 2006 - Present
Job Marketing & Communications Director
Industry Marketing and Advertising
Experience
William Blair and Company July 2006 - Present
Circle 8 Communications 2004 - 2006
Hazelden Chicago 2001 - 2004
3Com 1998 - 2001
Allison + Baum Design 1977 - 1998
Skills
Marketing Communications, Salesforce.com, Marketing Strategy, Email Marketing, Strategic Planning, Marketing, Market Research, Direct Marketing, Business Development, Strategic Partnerships, Investments, Relationship Management, Financial Analysis, Portfolio Management, Management, Entrepreneurship, Nonprofits, Integrated Marketing, Program Management, Start-ups, Strategy
Education
University of Illinois at Urbana-Champaign 1975 — 1977
BS, Advertising, Communications
Scripps College 1973 — 1975
Humanties and Art
Hinsdale Central HS
William Blair and Company July 2006 - Present
Circle 8 Communications 2004 - 2006
Hazelden Chicago 2001 - 2004
3Com 1998 - 2001
Allison + Baum Design 1977 - 1998
Skills
Marketing Communications, Salesforce.com, Marketing Strategy, Email Marketing, Strategic Planning, Marketing, Market Research, Direct Marketing, Business Development, Strategic Partnerships, Investments, Relationship Management, Financial Analysis, Portfolio Management, Management, Entrepreneurship, Nonprofits, Integrated Marketing, Program Management, Start-ups, Strategy
Education
University of Illinois at Urbana-Champaign 1975 — 1977
BS, Advertising, Communications
Scripps College 1973 — 1975
Humanties and Art
Hinsdale Central HS
Dan Shedivy's William Blair and Company Experience January 2010 - February 2012
Job
Industry Investment Banking
Experience
William Blair & Company February 2015 - Present
William Blair & Company January 2012 - Present
William Blair and Company January 2010 - February 2012
King Sports Enterprises January 2009 - January 2010
Glacier Bay Capital September 2007 - July 2008
JP Morgan Proprietary Equities May 2006 - September 2007
Basswood Capital Management May 2004 - May 2006
McKinsey & Co. September 2002 - May 2004
William Blair & Co. May 1999 - September 2000
Accenture Strategic Services August 1997 - May 1999
Skills
Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
M.B.A., Finance, Accounting, Strategy, Decision Sciences
Northwestern University 1993 — 1997
B.A., Economics
William Blair & Company February 2015 - Present
William Blair & Company January 2012 - Present
William Blair and Company January 2010 - February 2012
King Sports Enterprises January 2009 - January 2010
Glacier Bay Capital September 2007 - July 2008
JP Morgan Proprietary Equities May 2006 - September 2007
Basswood Capital Management May 2004 - May 2006
McKinsey & Co. September 2002 - May 2004
William Blair & Co. May 1999 - September 2000
Accenture Strategic Services August 1997 - May 1999
Skills
Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Leveraged Finance, Investments, Private Equity, Valuation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
M.B.A., Finance, Accounting, Strategy, Decision Sciences
Northwestern University 1993 — 1997
B.A., Economics
Gene Yau's William Blair and Company Experience 2000 - 2001
Job Associate Director Corporate Development
Industry Pharmaceuticals
Experience
Astellas Pharma 2013 - Present
Monsanto 2008 - 2012
PRTM Management Consultants 2006 - 2007
Abbott Laboratories 2002 - 2005
William Blair and Company 2000 - 2001
Aaron Diamond AIDS Research Center 1997 - 1999
Skills
Biotechnology, Strategy, Cross-functional Team..., Pharmaceutical Industry, Venture Capital, Start-ups, Strategic Partnerships, Business Development, Healthcare, Innovation, Entrepreneurship, Drug Discovery, Technology Transfer, Licensing, Due Diligence, Valuation, Intellectual Property, Product Development, Commercialization, Technology Evaluation, Competitive Analysis, Life Sciences
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA
Northwestern University 1999 — 2000
Master of Science (M.S.)
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (B.S.)
Astellas Pharma 2013 - Present
Monsanto 2008 - 2012
PRTM Management Consultants 2006 - 2007
Abbott Laboratories 2002 - 2005
William Blair and Company 2000 - 2001
Aaron Diamond AIDS Research Center 1997 - 1999
Skills
Biotechnology, Strategy, Cross-functional Team..., Pharmaceutical Industry, Venture Capital, Start-ups, Strategic Partnerships, Business Development, Healthcare, Innovation, Entrepreneurship, Drug Discovery, Technology Transfer, Licensing, Due Diligence, Valuation, Intellectual Property, Product Development, Commercialization, Technology Evaluation, Competitive Analysis, Life Sciences
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA
Northwestern University 1999 — 2000
Master of Science (M.S.)
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (B.S.)
Barry Brooks's William Blair and Company Experience 1997 - 2000
Job Technology innovator seeking new opportunity to create high performing IT teams
Industry Financial Services
Experience
Accuity February 2011 - Present
RTS Realtime Systems September 2009 - February 2011
Credit Suisse 2004 - 2009
Goldenberg Hehmeyer 2002 - 2004
Townsend Analytics 2000 - 2002
William Blair and Company 1997 - 2000
UBS / Swiss Bank Corporation / O'Connor & Associates 1988 - 1996
Skills
IT Transformation, Strategic Leadership, Agile Project Management, Leading Change, Software Project..., Cost Management, Business Process..., Scrum, Leadership Development, Financial Services, Derivatives, Electronic Trading, Trading Systems, SDLC, Market Data, Program Management, Software Development, Low Latency, Trading, Change Management, Options, Project Management, Agile Methodologies, Unix, Exchange Connectivity, Hedge Funds, Management, Analytics, IT Strategy, Requirements Gathering, Mergers & Acquisitions, FX Options, Business Analysis, Portfolio Management, Leadership, Risk Management, Databases, Strategic Partnerships, Enterprise Architecture, Quality Assurance, Capital Markets, Consulting, Bass Fishing
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and Management
University of Illinois at Urbana-Champaign
B. Sc., Electrical Engineering
Accuity February 2011 - Present
RTS Realtime Systems September 2009 - February 2011
Credit Suisse 2004 - 2009
Goldenberg Hehmeyer 2002 - 2004
Townsend Analytics 2000 - 2002
William Blair and Company 1997 - 2000
UBS / Swiss Bank Corporation / O'Connor & Associates 1988 - 1996
Skills
IT Transformation, Strategic Leadership, Agile Project Management, Leading Change, Software Project..., Cost Management, Business Process..., Scrum, Leadership Development, Financial Services, Derivatives, Electronic Trading, Trading Systems, SDLC, Market Data, Program Management, Software Development, Low Latency, Trading, Change Management, Options, Project Management, Agile Methodologies, Unix, Exchange Connectivity, Hedge Funds, Management, Analytics, IT Strategy, Requirements Gathering, Mergers & Acquisitions, FX Options, Business Analysis, Portfolio Management, Leadership, Risk Management, Databases, Strategic Partnerships, Enterprise Architecture, Quality Assurance, Capital Markets, Consulting, Bass Fishing
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and Management
University of Illinois at Urbana-Champaign
B. Sc., Electrical Engineering
Pierre Horvilleur's William Blair and Company Experience January 2011 - May 2013
Job Vice President Frontier Markets at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management May 2013 - Present
William Blair and Company January 2011 - May 2013
ING Financial Markets LLC May 2005 - May 2008
Morgan Stanley August 2001 - May 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelors, Finance & Marketing
Morgan Stanley Investment Management May 2013 - Present
William Blair and Company January 2011 - May 2013
ING Financial Markets LLC May 2005 - May 2008
Morgan Stanley August 2001 - May 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelors, Finance & Marketing
Jeff Farrero's William Blair and Company Experience April 2002 - September 2005
Job Managing Partner at L Squared Capital Partners
Industry Financial Services
Experience
L Squared Capital Partners July 2014 - Present
Chicago Growth Partners 2002 - Present
William Blair and Company April 2002 - September 2005
Credit Suisse First Boston August 1998 - February 2002
Skills
Valuation, Financial Modeling, Due Diligence, LBO, Mergers, Corporate Finance, Corporate Development, Venture Capital, Investment Banking, Financial Analysis, Investments, M&A experience, Business Valuation, Capital Markets, Leveraged Finance, Private Equity
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA, Strategy
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Accounting
Coal City High School 1990 — 1994
High School
L Squared Capital Partners July 2014 - Present
Chicago Growth Partners 2002 - Present
William Blair and Company April 2002 - September 2005
Credit Suisse First Boston August 1998 - February 2002
Skills
Valuation, Financial Modeling, Due Diligence, LBO, Mergers, Corporate Finance, Corporate Development, Venture Capital, Investment Banking, Financial Analysis, Investments, M&A experience, Business Valuation, Capital Markets, Leveraged Finance, Private Equity
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA, Strategy
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Accounting
Coal City High School 1990 — 1994
High School
Jonathan Ho's William Blair and Company Experience January 2009 - Present
Job Senior Equity Research Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company January 2009 - Present
William Blair & Company January 2008 - January 2009
William Blair and Company June 2005 - 2007
MITRE/Mitretek/Noblis 1997 - 2003
Robert H. Smith School of Business, University of Maryland 1995 - 1997
Skills
Equity Research, Equities, Financial Modeling, Valuation, Security, Equity Valuation, Computer Security, Hedge Funds, Software Development, Software Project..., Cyber-security, Investment Banking, Asset Management, Alternative Investments, Capital Markets, Investments, Financial Analysis, Bloomberg
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Accounting and Finance
The Johns Hopkins University 1998 — 2000
MS, Information and Telecommunications Systems
University of Maryland College Park 1993 — 1997
BS, Finance and BS, Management Science & Statistics (Operations Research)
William Blair and Company January 2009 - Present
William Blair & Company January 2008 - January 2009
William Blair and Company June 2005 - 2007
MITRE/Mitretek/Noblis 1997 - 2003
Robert H. Smith School of Business, University of Maryland 1995 - 1997
Skills
Equity Research, Equities, Financial Modeling, Valuation, Security, Equity Valuation, Computer Security, Hedge Funds, Software Development, Software Project..., Cyber-security, Investment Banking, Asset Management, Alternative Investments, Capital Markets, Investments, Financial Analysis, Bloomberg
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Accounting and Finance
The Johns Hopkins University 1998 — 2000
MS, Information and Telecommunications Systems
University of Maryland College Park 1993 — 1997
BS, Finance and BS, Management Science & Statistics (Operations Research)
Christopher Serra's William Blair and Company Experience January 1995 - June 1998
Job Senior Equity Analyst, Investment Professional
Industry Investment Management
Experience
Thrivent Asset Managent October 2008 - Present
Thrivent Asset Management July 1998 - June 2007
thrivent 1998 - 2007
thrivent asset management 1998 - 2007
William Blair and Company January 1995 - June 1998
William Blair and Company 1995 - 1998
Education
Rotterdam School of Management, Erasmus University 2007 — 2008
Lawrence University 1988 — 1992
BA, economics
Thrivent Asset Managent October 2008 - Present
Thrivent Asset Management July 1998 - June 2007
thrivent 1998 - 2007
thrivent asset management 1998 - 2007
William Blair and Company January 1995 - June 1998
William Blair and Company 1995 - 1998
Education
Rotterdam School of Management, Erasmus University 2007 — 2008
Lawrence University 1988 — 1992
BA, economics
Emma Bessonova's William Blair and Company Experience 1995 - 1997
Job Accounting and Finance Professional
Industry Financial Services
Experience
Huson International Media August 2012 - Present
Photon Dynamics, Orbotech 2007 - 2010
Paramount's Great America 2004 - 2005
A.T. Kearney 1997 - 1999
William Blair and Company 1995 - 1997
Skills
QuickBooks, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, GAAP, Payroll, Microsoft Word, Inventory Management, Project Management, Management, Financial Analysis, MS Office Suite, Excel - Advanced (Pivot..., Microsoft Excel
Education
Roosevelt University 1997 — 1999
MBA, Finance and Accounting
Moscow Institute of National Economy
BA, Economics
Huson International Media August 2012 - Present
Photon Dynamics, Orbotech 2007 - 2010
Paramount's Great America 2004 - 2005
A.T. Kearney 1997 - 1999
William Blair and Company 1995 - 1997
Skills
QuickBooks, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, GAAP, Payroll, Microsoft Word, Inventory Management, Project Management, Management, Financial Analysis, MS Office Suite, Excel - Advanced (Pivot..., Microsoft Excel
Education
Roosevelt University 1997 — 1999
MBA, Finance and Accounting
Moscow Institute of National Economy
BA, Economics
Himal Agarwal's William Blair and Company Experience 2005 - 2007
Job Associate Director at Livingstone
Industry Investment Banking
Experience
Livingstone April 2014 - Present
Millennium Bank 2007 - Present
Livingstone Partners June 2013 - March 2014
Credit Suisse July 2011 - June 2013
Svoboda Capital Partners,LLC 2007 - 2009
William Blair and Company 2005 - 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Private Equity, Capital Markets, Financial Analysis, Equities, Due Diligence, Investments, Mergers & Acquisitions, LBO
Education
Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Livingstone April 2014 - Present
Millennium Bank 2007 - Present
Livingstone Partners June 2013 - March 2014
Credit Suisse July 2011 - June 2013
Svoboda Capital Partners,LLC 2007 - 2009
William Blair and Company 2005 - 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Private Equity, Capital Markets, Financial Analysis, Equities, Due Diligence, Investments, Mergers & Acquisitions, LBO
Education
Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Douglas Blauw's William Blair and Company Experience 2004 - Present
Job Regional Sales Manager at William Blair & Company
Industry Investment Banking
Experience
William Blair January 2004 - Present
William Blair and Company 2004 - Present
William Blair and Company 2001 - 2004
William Blair and Company 1995 - 2000
CS First Boston May 1991 - May 1995
Skills
Series 7, Equities, Financial Modeling, Portfolio Management, Valuation, Investments, Series 63, Alternative Investments, Asset Managment, Securities, Hedge Funds, Financial Analysis
Education
Indiana University Bloomington 1987 — 1991
BS, Marketing
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS), Marketing
William Blair January 2004 - Present
William Blair and Company 2004 - Present
William Blair and Company 2001 - 2004
William Blair and Company 1995 - 2000
CS First Boston May 1991 - May 1995
Skills
Series 7, Equities, Financial Modeling, Portfolio Management, Valuation, Investments, Series 63, Alternative Investments, Asset Managment, Securities, Hedge Funds, Financial Analysis
Education
Indiana University Bloomington 1987 — 1991
BS, Marketing
Indiana University Bloomington 1987 — 1991
Bachelor of Science (BS), Marketing
David George's William Blair and Company Experience 2006 - 2008
Job Vice President at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic 2012 - Present
Stanford Graduate School of Business 2010 - 2012
Friedman Fleischer & Lowe 2008 - 2010
William Blair and Company 2006 - 2008
Skills
Financial Modeling, Private Equity, LBO, Valuation, Venture Capital
Education
Stanford University Graduate School of Business
MBA
University of Notre Dame
BA, Finance, Public Policy
University of Notre Dame - Mendoza College of Business
BS, Finance
General Atlantic 2012 - Present
Stanford Graduate School of Business 2010 - 2012
Friedman Fleischer & Lowe 2008 - 2010
William Blair and Company 2006 - 2008
Skills
Financial Modeling, Private Equity, LBO, Valuation, Venture Capital
Education
Stanford University Graduate School of Business
MBA
University of Notre Dame
BA, Finance, Public Policy
University of Notre Dame - Mendoza College of Business
BS, Finance
David Pearce's William Blair and Company Experience 2003 - 2005
Job Vice President, Internet Investment Banking BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America 2014 - Present
Goldman Sachs 2010 - 2014
Summit Partners 2008 - 2008
Prospect Partners 2005 - 2007
William Blair and Company 2003 - 2005
Skills
Private Equity, Venture Capital, M&A experience, Investment Banking, Business Strategy, Growth Capital, Financial Analysis, Due Diligence, Leveraged Finance
Education
The University of Chicago 2007 — 2009
MBA
Swarthmore College 1999 — 2003
BA, Economics, Sociology
Bank of America 2014 - Present
Goldman Sachs 2010 - 2014
Summit Partners 2008 - 2008
Prospect Partners 2005 - 2007
William Blair and Company 2003 - 2005
Skills
Private Equity, Venture Capital, M&A experience, Investment Banking, Business Strategy, Growth Capital, Financial Analysis, Due Diligence, Leveraged Finance
Education
The University of Chicago 2007 — 2009
MBA
Swarthmore College 1999 — 2003
BA, Economics, Sociology
Laura Bomberger, CFP®'s William Blair and Company Experience March 2006 - March 2012
Job Experienced Financial Sales Professional
Industry Financial Services
Experience
Bomberger Properties, LLC 2012 - Present
William Blair and Company March 2006 - March 2012
The Reserve 2004 - 2005
Promontory Interfinancial Network 2002 - 2004
SEI 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, New Business Development
Education
Susquehanna University 1995 — 1999
BS Business Administration, Finance
Bomberger Properties, LLC 2012 - Present
William Blair and Company March 2006 - March 2012
The Reserve 2004 - 2005
Promontory Interfinancial Network 2002 - 2004
SEI 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, New Business Development
Education
Susquehanna University 1995 — 1999
BS Business Administration, Finance
Casey Gillenwater's William Blair and Company Experience January 2007 - March 2009
Job Database Developer at Morningstar
Industry Investment Management
Experience
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Dan Sandelin's William Blair and Company Experience April 2008 - Present
Job at William Blair and Company
Industry Financial Services
Experience
William Blair and Company April 2008 - Present
Bank of America 2006 - 2007
Skills
Derivatives, Bloomberg, Financial Reporting, Financial Modeling, Financial Analysis, Business Analysis
Education
Northern Illinois University 1985 — 1987
B.S., Finance
William Blair and Company April 2008 - Present
Bank of America 2006 - 2007
Skills
Derivatives, Bloomberg, Financial Reporting, Financial Modeling, Financial Analysis, Business Analysis
Education
Northern Illinois University 1985 — 1987
B.S., Finance
Ray Coyne's William Blair and Company Experience February 1987 - May 2000
Job Executive Director at Oppenheimer
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. April 2014 - Present
Hutchinson, Shockey, Erley & Co. February 2002 - April 2014
Banc One May 2000 - February 2002
William Blair and Company February 1987 - May 2000
Stern Brothers February 1984 - February 1987
City of Chicago January 1981 - November 1983
City of Chicago June 1980 - December 1980
City of Chicago August 1979 - June 1980
Illinois Economic and Fiscal Commission 1976 - 1979
Illinois State Senate April 1973 - July 1976
Skills
Public Finance, Finance, Bonds, Strategic Planning, Securities, Series 7, Portfolio Management, Fixed Income, Analysis, Creative Problem Solving, Political Campaigns, Financial Modeling, Municipalities, Credit Analysis, Team Building, Public/private..., Public Policy, Proposal Writing
Education
Northwestern University 1971 — 1980
Ph.D., Political science
Reed College 1968 — 1971
BA, Political Science
Fenwick 1964 — 1968
Diploma, Regular/General High School/Secondary Diploma Program
Oppenheimer & Co. Inc. April 2014 - Present
Hutchinson, Shockey, Erley & Co. February 2002 - April 2014
Banc One May 2000 - February 2002
William Blair and Company February 1987 - May 2000
Stern Brothers February 1984 - February 1987
City of Chicago January 1981 - November 1983
City of Chicago June 1980 - December 1980
City of Chicago August 1979 - June 1980
Illinois Economic and Fiscal Commission 1976 - 1979
Illinois State Senate April 1973 - July 1976
Skills
Public Finance, Finance, Bonds, Strategic Planning, Securities, Series 7, Portfolio Management, Fixed Income, Analysis, Creative Problem Solving, Political Campaigns, Financial Modeling, Municipalities, Credit Analysis, Team Building, Public/private..., Public Policy, Proposal Writing
Education
Northwestern University 1971 — 1980
Ph.D., Political science
Reed College 1968 — 1971
BA, Political Science
Fenwick 1964 — 1968
Diploma, Regular/General High School/Secondary Diploma Program
Aaron Balsam's William Blair and Company Experience July 2011 - Present
Job Global Macro Strategies at William Blair and Company
Industry Financial Services
Experience
William Blair and Company July 2011 - Present
UBS Global Asset Management March 2003 - July 2011
Education
North Park University 1995 — 1998
B.S., Finance & Economics
The University of Chicago Booth School of Business
William Blair and Company July 2011 - Present
UBS Global Asset Management March 2003 - July 2011
Education
North Park University 1995 — 1998
B.S., Finance & Economics
The University of Chicago Booth School of Business
Steve Dix's William Blair and Company Experience 2006 - 2011
Job Vice President, Head of Global Procurement at WireCo WorldGroup
Industry Mechanical or Industrial Engineering
Experience
WireCo WorldGroup September 2014 - Present
WireCo WorldGroup February 2013 - September 2014
WireCo WorldGroup 2011 - 2013
William Blair and Company 2006 - 2011
Skills
Corporate Finance, Finance, Corporate Development, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Due Diligence, Accounting, Investment Banking, Business Strategy, Operations Management, Financial Reporting, Forecasting, M&A experience, Strategic Planning, Strategy, Business Valuation
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance and Accounting
Indiana University - Kelley School of Business 2001 — 2004
BS, Finance and Accounting
WireCo WorldGroup September 2014 - Present
WireCo WorldGroup February 2013 - September 2014
WireCo WorldGroup 2011 - 2013
William Blair and Company 2006 - 2011
Skills
Corporate Finance, Finance, Corporate Development, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Due Diligence, Accounting, Investment Banking, Business Strategy, Operations Management, Financial Reporting, Forecasting, M&A experience, Strategic Planning, Strategy, Business Valuation
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance and Accounting
Indiana University - Kelley School of Business 2001 — 2004
BS, Finance and Accounting
Christopher Brathwaite, CFP®, CIMA®'s William Blair and Company Experience May 2010 - Present
Job Sr. Wealth Planner Private Wealth Management at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2010 - Present
UBS Wealth Management 2006 - April 2010
UBS Financial Services, Inc 2006 - April 2010
Piper Jaffray January 2003 - July 2006
Piper Jaffray November 1999 - December 2002
Skills
Wealth Management, Investment Management, Financial Planning, Estate Planning, Alternative Investments, Family Office, Investments, Private Wealth..., Strategic Financial..., Investment Advisory, High Net Worth..., Consulting, Asset Management, Retirement Planning, Wealth Management..., Wealth, Strategic Planning, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Securities, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Services, Finance, Banking, Financial Advisory, Strategy, Hedge Funds, Risk Management, Financial Analysis, Retirement
Education
University of Minnesota - Carlson School of Management 2000 — 2004
MBA
Peabody Conservatory of Music 1992 — 1997
B.M.
The Johns Hopkins University 1992 — 1997
B.A.
William Blair and Company May 2010 - Present
UBS Wealth Management 2006 - April 2010
UBS Financial Services, Inc 2006 - April 2010
Piper Jaffray January 2003 - July 2006
Piper Jaffray November 1999 - December 2002
Skills
Wealth Management, Investment Management, Financial Planning, Estate Planning, Alternative Investments, Family Office, Investments, Private Wealth..., Strategic Financial..., Investment Advisory, High Net Worth..., Consulting, Asset Management, Retirement Planning, Wealth Management..., Wealth, Strategic Planning, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Securities, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Services, Finance, Banking, Financial Advisory, Strategy, Hedge Funds, Risk Management, Financial Analysis, Retirement
Education
University of Minnesota - Carlson School of Management 2000 — 2004
MBA
Peabody Conservatory of Music 1992 — 1997
B.M.
The Johns Hopkins University 1992 — 1997
B.A.
James Hering, CFA's William Blair and Company Experience January 2004 - March 2006
Job Chief Executive Officer at Union Square Investment Company
Industry Financial Services
Experience
Union Square Investment Company September 2014 - Present
Harris myCFO - a part of BMO Financial Group August 2009 - May 2013
Gresham Partners, LLC March 2006 - December 2008
William Blair and Company January 2004 - March 2006
William Blair and Company January 1997 - December 2003
William Blair and Company November 1993 - December 1997
Comerica July 1988 - November 1993
Skills
Financial Analysis, Risk Management, Strategic Planning, Leadership, Project Management, Management, Change Management, Order Management, Business Performance..., Alternative Assets, System Architecture, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Investments, Asset Management, Investment Advisory, Asset Allocation, Corporate Finance, Equities, Finance, Start-ups, Mutual Funds, Investment Management, Wealth Management, Business Analysis, Private Equity, Strategy, Securities, Investment Strategies, Financial Modeling, Fixed Income, Due Diligence, Valuation, Financial Services, Operations Management, Organizational Design, Executive Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Mgmt & Strategy, Org. Behavior
Michigan State University 1984 — 1988
BA, Finance
Union Square Investment Company September 2014 - Present
Harris myCFO - a part of BMO Financial Group August 2009 - May 2013
Gresham Partners, LLC March 2006 - December 2008
William Blair and Company January 2004 - March 2006
William Blair and Company January 1997 - December 2003
William Blair and Company November 1993 - December 1997
Comerica July 1988 - November 1993
Skills
Financial Analysis, Risk Management, Strategic Planning, Leadership, Project Management, Management, Change Management, Order Management, Business Performance..., Alternative Assets, System Architecture, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Investments, Asset Management, Investment Advisory, Asset Allocation, Corporate Finance, Equities, Finance, Start-ups, Mutual Funds, Investment Management, Wealth Management, Business Analysis, Private Equity, Strategy, Securities, Investment Strategies, Financial Modeling, Fixed Income, Due Diligence, Valuation, Financial Services, Operations Management, Organizational Design, Executive Management
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance, Mgmt & Strategy, Org. Behavior
Michigan State University 1984 — 1988
BA, Finance
Brian Singer's William Blair and Company Experience July 2011 - Present
Job Board Member at The Webb School
Industry Financial Services
Experience
William Blair and Company July 2011 - Present
The Heartland Institute March 2014 - Present
Free to Choose Network 2000 - Present
The Webb School June 2014 - Present
CFA Institute 1990 - Present
Singer Partners, LLC 2009 - 2010
UBS Global Asset Management 2000 - 2007
Skills
Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Derivatives, Private Equity, Equity Research, Bloomberg, Capital Markets, Valuation, Leadership, Financial Analysis, Corporate Finance, Series 7, Morningstar, Financial Modeling, Bonds, Emerging Markets
Education
University of Chicago 1984 — 1986
MBA, International Finance
Northwestern University 1978 — 1982
BA, Economics
William Blair and Company July 2011 - Present
The Heartland Institute March 2014 - Present
Free to Choose Network 2000 - Present
The Webb School June 2014 - Present
CFA Institute 1990 - Present
Singer Partners, LLC 2009 - 2010
UBS Global Asset Management 2000 - 2007
Skills
Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Asset Managment, Derivatives, Private Equity, Equity Research, Bloomberg, Capital Markets, Valuation, Leadership, Financial Analysis, Corporate Finance, Series 7, Morningstar, Financial Modeling, Bonds, Emerging Markets
Education
University of Chicago 1984 — 1986
MBA, International Finance
Northwestern University 1978 — 1982
BA, Economics
Joyce Moss's William Blair and Company Experience October 1994 - December 2000
Job Senior Administrative Assistant at Deloitte
Industry Human Resources
Experience
Deloitte December 2014 - Present
National Association for Urban Debate Leagues July 2013 - July 2014
Endeavors Association, LLC January 2012 - June 2013
Mercer September 2005 - November 2011
Lehman Brothers July 2004 - September 2005
Loomis Sayles January 2001 - October 2003
William Blair and Company October 1994 - December 2000
Skills
Real Estate, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Management, Investments, Recruiting, Public Speaking, PowerPoint, Finance, Microsoft Office, Event Planning, Employee Relations, Employee Benefits, Human Resources, Marketing, Training
Education
Northeastern Illinois University
B.A., Human Services
Spertus College
M.S., Human Services Management
Deloitte December 2014 - Present
National Association for Urban Debate Leagues July 2013 - July 2014
Endeavors Association, LLC January 2012 - June 2013
Mercer September 2005 - November 2011
Lehman Brothers July 2004 - September 2005
Loomis Sayles January 2001 - October 2003
William Blair and Company October 1994 - December 2000
Skills
Real Estate, Strategic Planning, Microsoft Excel, Leadership, Leadership Development, Management, Investments, Recruiting, Public Speaking, PowerPoint, Finance, Microsoft Office, Event Planning, Employee Relations, Employee Benefits, Human Resources, Marketing, Training
Education
Northeastern Illinois University
B.A., Human Services
Spertus College
M.S., Human Services Management
Jessica Chlopek's William Blair and Company Experience
Job Institutional Equity Research Sales at William Blair and Company
Industry Financial Services
Experience
William Blair and Company
Skills
Valuation, Series 63, Financial Analysis, Series 7, Equity Research, Equities, Investments, Capital Markets, Alternative Investments, Hedge Funds
Education
Michigan Technological University 2003 — 2007
Finance
William Blair and Company
Skills
Valuation, Series 63, Financial Analysis, Series 7, Equity Research, Equities, Investments, Capital Markets, Alternative Investments, Hedge Funds
Education
Michigan Technological University 2003 — 2007
Finance
Matt Rittenmeyer's William Blair and Company Experience 2007 - 2009
Job Director at TrueBridge Capital Partners
Industry Venture Capital & Private Equity
Experience
TrueBridge Capital Partners January 2012 - Present
FPG Partners, LLC April 2009 - January 2012
William Blair and Company 2007 - 2009
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics, Political Science
Mount Tabor High School 1985 — 1989
TrueBridge Capital Partners January 2012 - Present
FPG Partners, LLC April 2009 - January 2012
William Blair and Company 2007 - 2009
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics, Political Science
Mount Tabor High School 1985 — 1989
Meg Zwick's William Blair and Company Experience September 2008 - January 2010
Job Senior Vice President at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company January 2012 - Present
Millennium Trust Company LLC January 2010 - Present
Millenium Trust January 2010 - January 2012
William Blair and Company September 2008 - January 2010
Stein Roe & Farnham 1995 - 1997
Skills
Financial Services, Alternative Investments, Mutual Funds, Securities, Hedge Funds, Equities, Investments, Fixed Income, Private Equity
Education
Miami University 1984 — 1988
B.S., Accounting
Millennium Trust Company January 2012 - Present
Millennium Trust Company LLC January 2010 - Present
Millenium Trust January 2010 - January 2012
William Blair and Company September 2008 - January 2010
Stein Roe & Farnham 1995 - 1997
Skills
Financial Services, Alternative Investments, Mutual Funds, Securities, Hedge Funds, Equities, Investments, Fixed Income, Private Equity
Education
Miami University 1984 — 1988
B.S., Accounting
Timo Connor, CFA's William Blair and Company Experience April 2010 - September 2013
Job Equity Analyst at Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Citadel LLC September 2014 - Present
William Blair & Company September 2013 - September 2014
William Blair and Company April 2010 - September 2013
Bank of America September 2006 - April 2010
Bank of New York Mellon October 2004 - September 2006
Institutional Derivative Consultants August 2002 - October 2004
Federal Reserve Bank of Chicago June 2000 - September 2000
Education
Northwestern University - Kellogg School of Management 2009 — 2013
MBA, Finance
Northwestern University 1997 — 2001
Bachelor of Arts, Economics
West Lafayette High School
West Lafayette High School
Citadel LLC September 2014 - Present
William Blair & Company September 2013 - September 2014
William Blair and Company April 2010 - September 2013
Bank of America September 2006 - April 2010
Bank of New York Mellon October 2004 - September 2006
Institutional Derivative Consultants August 2002 - October 2004
Federal Reserve Bank of Chicago June 2000 - September 2000
Education
Northwestern University - Kellogg School of Management 2009 — 2013
MBA, Finance
Northwestern University 1997 — 2001
Bachelor of Arts, Economics
West Lafayette High School
West Lafayette High School
Paul Dircks, CFA's William Blair and Company Experience April 2011 - Present
Job Senior Research Associate at William Blair and Company
Industry Financial Services
Experience
William Blair and Company April 2011 - Present
Sterne Agee November 2009 - April 2011
Morgan Stanley October 2006 - November 2009
Skills
Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Finance, Capital Markets, Investments, Securities, Institutional Accounts, Institutional..., Strategic Relationships, Sales Presentations, Equities, Equity Research, Strategy, Due Diligence, Equity Valuation, Valuation, Investor Relations, Series 7, Series 63, Series 65, Series 86, Series 87, Financial Analysis, Financial Modeling, Financial Forecasting, Data Analysis, Business Development, Client Services, Bloomberg, FactSet, Microsoft Excel, Qualitative Research, Writing, Professional Mentoring, Travel
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
William Blair and Company April 2011 - Present
Sterne Agee November 2009 - April 2011
Morgan Stanley October 2006 - November 2009
Skills
Asset Management, Wealth Management, Portfolio Management, Investment Advisory, Finance, Capital Markets, Investments, Securities, Institutional Accounts, Institutional..., Strategic Relationships, Sales Presentations, Equities, Equity Research, Strategy, Due Diligence, Equity Valuation, Valuation, Investor Relations, Series 7, Series 63, Series 65, Series 86, Series 87, Financial Analysis, Financial Modeling, Financial Forecasting, Data Analysis, Business Development, Client Services, Bloomberg, FactSet, Microsoft Excel, Qualitative Research, Writing, Professional Mentoring, Travel
Education
Loyola University Maryland 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Brian Duddy's William Blair and Company Experience May 2007 - Present
Job Sales Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2007 - Present
Soleil Securities May 2003 - May 2007
Cowen and Company October 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1991 - October 2000
Education
Lehigh University 1984 — 1988
Bachelor of Science (BS), Finance, General
St. George's School 1981 — 1984
William Blair and Company May 2007 - Present
Soleil Securities May 2003 - May 2007
Cowen and Company October 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1991 - October 2000
Education
Lehigh University 1984 — 1988
Bachelor of Science (BS), Finance, General
St. George's School 1981 — 1984
Ryan Zrebski's William Blair and Company Experience September 2009 - November 2010
Job Trader at M&N Trading
Industry Capital Markets
Experience
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
M&N Trading June 2014 - Present
AlphaBit Trading July 2013 - April 2014
Breakwater Trading November 2010 - March 2013
William Blair and Company September 2009 - November 2010
Northern Trust Global Investments July 2008 - August 2009
Wachovia Securities June 2007 - August 2007
Raymond James May 2006 - May 2007
Skills
Bloomberg, Trading, Fixed Income, Derivatives, Equities
Education
Michigan State University 2004 — 2008
B.A., Economics
Lynn Orlebeke's William Blair and Company Experience 1998 - 2003
Job Financial Services Sales/Management
Industry Financial Services
Experience
Gerson Lehrman Group - Sales April 2003 - February 2014
William Blair and Company 1998 - 2003
Prudential Securities 1993 - 1998
Northern Trust 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Finance and Accounting
Gerson Lehrman Group - Sales April 2003 - February 2014
William Blair and Company 1998 - 2003
Prudential Securities 1993 - 1998
Northern Trust 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Finance and Accounting
Daniel Charles's William Blair and Company Experience March 2010 - Present
Job Global Head of Distribution at William Blair and Company
Industry Investment Management
Experience
William Blair and Company March 2010 - Present
Janus Capital Group January 2009 - March 2010
Janus Captial Group December 2007 - March 2010
Janus Capital Group August 2005 - November 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2002 - 2004
ING 2000 - 2002
Aetna 1989 - 2000
Skills
Portfolio Management, Asset Managment, Investment Advisory, Securities, Mutual Funds, Financial Analysis, Investments, Wealth Management, Strategic Planning, Alternative Investments, Series 7, Asset Management, Equities, Financial Services, Management, Investment Management, Series 63, Asset Allocation, Fixed Income, Hedge Funds
Education
Rockhurst University 1984 — 1988
BSBA, Marketing
William Blair and Company March 2010 - Present
Janus Capital Group January 2009 - March 2010
Janus Captial Group December 2007 - March 2010
Janus Capital Group August 2005 - November 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2002 - 2004
ING 2000 - 2002
Aetna 1989 - 2000
Skills
Portfolio Management, Asset Managment, Investment Advisory, Securities, Mutual Funds, Financial Analysis, Investments, Wealth Management, Strategic Planning, Alternative Investments, Series 7, Asset Management, Equities, Financial Services, Management, Investment Management, Series 63, Asset Allocation, Fixed Income, Hedge Funds
Education
Rockhurst University 1984 — 1988
BSBA, Marketing
Rocky Barber's William Blair and Company Experience May 1986 - January 1997
Job Head of Equities at RNC Genter Capital Mgmt.
Industry Investment Management
Experience
RNC Genter Capital Mgmt. December 2004 - Present
RNC Genter Capital Management December 2004 - Present
William Blair & Co. LLC May 1986 - December 2004
William Blair & Co. January 2001 - January 2004
William Blair Funds March 1987 - June 2001
William Blair Investment Mgmt January 1997 - January 2001
William Blair and Company May 1986 - January 1997
Alliance Bond Funds January 1983 - April 1986
Alliance Capital Management June 1977 - April 1986
Alliance Capital Management January 1979 - January 1983
Skills
Equities, Fixed Income, Portfolio Management, Investment Management, Investments, Mutual Funds, Bonds, Options, Asset Allocation, Asset Managment, Equity Research, Investment Strategies, Equity Valuation, Financial Modeling, Wealth Management
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Finance
Stanford University 1972 — 1973
MS, Engineering/ Operations Research
Stanford University 1969 — 1973
BA, Political Science
The Lawrenceville School 1965 — 1969
St. Bernard's 1957 — 1965
RNC Genter Capital Mgmt. December 2004 - Present
RNC Genter Capital Management December 2004 - Present
William Blair & Co. LLC May 1986 - December 2004
William Blair & Co. January 2001 - January 2004
William Blair Funds March 1987 - June 2001
William Blair Investment Mgmt January 1997 - January 2001
William Blair and Company May 1986 - January 1997
Alliance Bond Funds January 1983 - April 1986
Alliance Capital Management June 1977 - April 1986
Alliance Capital Management January 1979 - January 1983
Skills
Equities, Fixed Income, Portfolio Management, Investment Management, Investments, Mutual Funds, Bonds, Options, Asset Allocation, Asset Managment, Equity Research, Investment Strategies, Equity Valuation, Financial Modeling, Wealth Management
Education
Stanford University Graduate School of Business 1973 — 1975
MBA, Finance
Stanford University 1972 — 1973
MS, Engineering/ Operations Research
Stanford University 1969 — 1973
BA, Political Science
The Lawrenceville School 1965 — 1969
St. Bernard's 1957 — 1965
Greg Pusinelli's William Blair and Company Experience February 1995 - Present
Job Partner at William Blair and Company
Industry Investment Management
Experience
William Blair and Company February 1995 - Present
Stein Roe and Farnham, Inc. November 1986 - February 1995
First National Bank of Chicago November 1982 - November 1986
Harris Trust and Savins Bank July 1980 - November 1982
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Finance, Marketing, Management
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Finance
William Blair and Company February 1995 - Present
Stein Roe and Farnham, Inc. November 1986 - February 1995
First National Bank of Chicago November 1982 - November 1986
Harris Trust and Savins Bank July 1980 - November 1982
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Finance, Marketing, Management
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Finance
Mary Brower Hickey's William Blair and Company Experience 1979 - 1984
Job heartbase,Inc. Marketing and Special Projects Director and Sales Support
Industry Computer Software
Experience
heartbase, Inc. November 2007 - Present
Northern Trust 1985 - 1988
William Blair and Company 1979 - 1984
Skills
Healthcare, Analysis, Strategic Planning, New Business Development, Product Development, Business Strategy, Sales Management, Team Building
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MM, Finance and Marketing
Wheaton College (MA) 1974 — 1978
BA, Political Science and Philosophy
heartbase, Inc. November 2007 - Present
Northern Trust 1985 - 1988
William Blair and Company 1979 - 1984
Skills
Healthcare, Analysis, Strategic Planning, New Business Development, Product Development, Business Strategy, Sales Management, Team Building
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MM, Finance and Marketing
Wheaton College (MA) 1974 — 1978
BA, Political Science and Philosophy
Charles M. Miller's William Blair and Company Experience 2007 - 2010
Job Senior Managing Director/Global Placement Agent at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC. October 2012 - January 2014
Clean Energy Capital, LLC. January 2011 - October 2012
Clean Energy Capital, LLC. January 2010 - January 2011
William Blair and Company 2007 - 2010
Credit Suisse First Boston 1996 - 2006
TSA Capital 1993 - 1995
Loomis Sayles 1990 - 1993
Merrill Lynch Capital Markets 1983 - 1989
Security Pacific Bank 1978 - 1982
Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management
Education
University of Southern California - Marshall School of Business 1973 — 1976
MBA, Finance
Loyola Marymount University 1965 — 1970
BA, English
Tigress Financial Partners January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC. October 2012 - January 2014
Clean Energy Capital, LLC. January 2011 - October 2012
Clean Energy Capital, LLC. January 2010 - January 2011
William Blair and Company 2007 - 2010
Credit Suisse First Boston 1996 - 2006
TSA Capital 1993 - 1995
Loomis Sayles 1990 - 1993
Merrill Lynch Capital Markets 1983 - 1989
Security Pacific Bank 1978 - 1982
Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management
Education
University of Southern California - Marshall School of Business 1973 — 1976
MBA, Finance
Loyola Marymount University 1965 — 1970
BA, English
L Richard Petracca's William Blair and Company Experience 1986 - 1999
Job Principal at Bostonia Global Securities LLC
Industry Financial Services
Experience
Bostonia Global Securities LLC March 2005 - Present
Legg Mason 1999 - 2005
William Blair and Company 1986 - 1999
Skills
Capital Markets, Asset Management, Investments, Valuation, Due Diligence, Structured Finance, Fixed Income
Education
Penn State University 1974 — 1978
BA, Economics/French dual major
Bostonia Global Securities LLC March 2005 - Present
Legg Mason 1999 - 2005
William Blair and Company 1986 - 1999
Skills
Capital Markets, Asset Management, Investments, Valuation, Due Diligence, Structured Finance, Fixed Income
Education
Penn State University 1974 — 1978
BA, Economics/French dual major
Cara Mooses's William Blair and Company Experience October 2006 - December 2008
Job Senior Account Executive at Taylor Johnson Public Relations
Industry Financial Services
Experience
Taylor Johnson Public Relations May 2015 - Present
Mesirow Financial June 2010 - May 2015
Wildman Harrold March 2009 - June 2010
William Blair and Company October 2006 - December 2008
Starcom MediaVest Group September 2005 - October 2006
Skills
Event Planning, Strategic Planning, New Business Development, Corporate Communications, Web Marketing, Marketing, Marketing Communications, Marketing Strategy, Social Media, Market Research, Email Marketing, Direct Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
B.B.A., Marketing, Minor in Spanish
Ohio University 2001 — 2002
Taylor Johnson Public Relations May 2015 - Present
Mesirow Financial June 2010 - May 2015
Wildman Harrold March 2009 - June 2010
William Blair and Company October 2006 - December 2008
Starcom MediaVest Group September 2005 - October 2006
Skills
Event Planning, Strategic Planning, New Business Development, Corporate Communications, Web Marketing, Marketing, Marketing Communications, Marketing Strategy, Social Media, Market Research, Email Marketing, Direct Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2005
B.B.A., Marketing, Minor in Spanish
Ohio University 2001 — 2002
Erick Frodyma's William Blair and Company Experience July 2006 - June 2013
Job Data Admistration Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2013 - Present
William Blair and Company July 2006 - June 2013
William Blair & Company June 2000 - July 2006
Federal Reserve Bank of Chicago 1991 - 2000
Skills
Equities, Securities, Fixed Income, Bloomberg, Trading Systems, Derivatives, Business Analysis, Financial Services, Portfolio Management, Investments
Education
St. Xavier University 1994 — 1996
Master of Business Administration (M.B.A.), Human Resources Management and Services
Northern Illinois University 1988 — 1990
Bachelor's Degree, Operations Management and Information Systems
William Blair & Company June 2013 - Present
William Blair and Company July 2006 - June 2013
William Blair & Company June 2000 - July 2006
Federal Reserve Bank of Chicago 1991 - 2000
Skills
Equities, Securities, Fixed Income, Bloomberg, Trading Systems, Derivatives, Business Analysis, Financial Services, Portfolio Management, Investments
Education
St. Xavier University 1994 — 1996
Master of Business Administration (M.B.A.), Human Resources Management and Services
Northern Illinois University 1988 — 1990
Bachelor's Degree, Operations Management and Information Systems
Marjorie de la Rosa's William Blair and Company Experience June 2007 - Present
Job International Operations trade settlement at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company June 2007 - Present
UBS Securities Co., Ltd 1996 - 2007
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Spanish, Psychology
William Blair and Company June 2007 - Present
UBS Securities Co., Ltd 1996 - 2007
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Spanish, Psychology
Katie Berger's William Blair and Company Experience May 2008 - Present
Job Accountant at William Blair and Company
Industry Accounting
Experience
William Blair and Company May 2008 - Present
Skills
Microsoft Excel, Financial Reporting, NetSuite, Microsoft Office, Finance, PowerPoint, International Accounting, Intercompany Accounts, Fund Accounting, Essbase, Accounting, Financial Analysis, Tax, Corporate Finance, Financial Modeling, Platinum, Management, Due Diligence
Education
Indiana University - Kelley School of Business 2004 — 2008
BS in Business Administration, Accounting, Information Process Management
William Blair and Company May 2008 - Present
Skills
Microsoft Excel, Financial Reporting, NetSuite, Microsoft Office, Finance, PowerPoint, International Accounting, Intercompany Accounts, Fund Accounting, Essbase, Accounting, Financial Analysis, Tax, Corporate Finance, Financial Modeling, Platinum, Management, Due Diligence
Education
Indiana University - Kelley School of Business 2004 — 2008
BS in Business Administration, Accounting, Information Process Management
David Kittle's William Blair and Company Experience June 2008 - March 2010
Job Institutional Sales at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company, L.L.C. April 2010 - Present
William Blair and Company June 2008 - March 2010
Accenture Consulting June 2007 - August 2007
Skills
Valuation, Financial Analysis, Investments, Equity Research, Data Analysis, Due Diligence, Financial Modeling, Leadership, Equities, Capital Markets, Series 7, Investment Banking, Private Equity, Budgets, Series 63, Hedge Funds, Finance, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Indiana University - Kelley School of Business 2004 — 2008
BA, Finance, Operations Management
William Blair & Company, L.L.C. April 2010 - Present
William Blair and Company June 2008 - March 2010
Accenture Consulting June 2007 - August 2007
Skills
Valuation, Financial Analysis, Investments, Equity Research, Data Analysis, Due Diligence, Financial Modeling, Leadership, Equities, Capital Markets, Series 7, Investment Banking, Private Equity, Budgets, Series 63, Hedge Funds, Finance, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Indiana University - Kelley School of Business 2004 — 2008
BA, Finance, Operations Management
Elizabeth Gruber's William Blair and Company Experience August 2005 - August 2007
Job Executive Assitant at Long Elevator and Machine Co.
Industry Consumer Services
Experience
Long Elevator and Machine Co. August 2009 - September 2011
Veritas Document Solutions May 2008 - March 2009
Center forAssociation Resources September 2007 - February 2008
William Blair and Company August 2005 - August 2007
US Army July 2004 - June 2005
Panera Bread March 2003 - June 2004
Skills
Microsoft Excel, Microsoft Office, Account Management, Microsoft Word
Education
Kendall College 1998 — 2000
Bachelors, Management
Johnson & Wales University 1996 — 1998
Associates, Culinary Arts
York High School
Long Elevator and Machine Co. August 2009 - September 2011
Veritas Document Solutions May 2008 - March 2009
Center forAssociation Resources September 2007 - February 2008
William Blair and Company August 2005 - August 2007
US Army July 2004 - June 2005
Panera Bread March 2003 - June 2004
Skills
Microsoft Excel, Microsoft Office, Account Management, Microsoft Word
Education
Kendall College 1998 — 2000
Bachelors, Management
Johnson & Wales University 1996 — 1998
Associates, Culinary Arts
York High School
Julianna Ethell's William Blair and Company Experience December 1993 - July 1998
Job Senior Compliance Officer at Magnetar Capital
Industry Financial Services
Experience
Magnetar Capital December 2011 - Present
Northern Trust July 2009 - December 2011
Citadel Investment Group October 2006 - March 2009
Goldman Sachs October 2001 - September 2006
PwC Consulting January 1999 - October 2001
William Blair and Company December 1993 - July 1998
Education
Northern Illinois University 1989 — 1993
BS, Finance
Magnetar Capital December 2011 - Present
Northern Trust July 2009 - December 2011
Citadel Investment Group October 2006 - March 2009
Goldman Sachs October 2001 - September 2006
PwC Consulting January 1999 - October 2001
William Blair and Company December 1993 - July 1998
Education
Northern Illinois University 1989 — 1993
BS, Finance
Candace TenBrink's William Blair and Company Experience 1998 - 2001
Job Ph.D. Candidate in Strategic Management & Adjunct Professor
Industry Research
Experience
University of Houston, Bauer College of Business 2011 - Present
Goldman Sachs 2008 - 2008
Altos Entertainment, LLC 2001 - 2008
William Blair and Company 1998 - 2001
Dain Rauscher Wessels 1997 - 1998
Applied Materials 1992 - 1995
Skills
Business Strategy, Finance, Financial Modeling, Valuation, Strategic Planning, Venture Capital, Entrepreneurship, Equity Research, Management Consulting, Mergers, Data Analysis, Market Research, Research, Mergers & Acquisitions, Strategy, Biotechnology, Investments, Equities, Management, Asset Management, Investment Banking, Analysis, Economics, Forecasting, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Doctor of Philosophy (Ph.D.), Strategic Management - life cycle perspectives, industry evolution, innovation, & turnarounds
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance & Corporate Strategy
Michigan State University - The Eli Broad College of Business 1988 — 1992
Bachelor’s Degree, Materials & Logistics Management
University of Houston, Bauer College of Business 2011 - Present
Goldman Sachs 2008 - 2008
Altos Entertainment, LLC 2001 - 2008
William Blair and Company 1998 - 2001
Dain Rauscher Wessels 1997 - 1998
Applied Materials 1992 - 1995
Skills
Business Strategy, Finance, Financial Modeling, Valuation, Strategic Planning, Venture Capital, Entrepreneurship, Equity Research, Management Consulting, Mergers, Data Analysis, Market Research, Research, Mergers & Acquisitions, Strategy, Biotechnology, Investments, Equities, Management, Asset Management, Investment Banking, Analysis, Economics, Forecasting, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2015
Doctor of Philosophy (Ph.D.), Strategic Management - life cycle perspectives, industry evolution, innovation, & turnarounds
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance & Corporate Strategy
Michigan State University - The Eli Broad College of Business 1988 — 1992
Bachelor’s Degree, Materials & Logistics Management
Greg Pusinelli's William Blair and Company Experience February 1995 - Present
Job Partner & Portfolio Manager at William Blair and Company
Industry Investment Management
Experience
William Blair and Company February 1995 - Present
Skills
Equities, Asset Management, Investments, Financial Analysis, Hedge Funds, Capital Markets, Alternative Investments
Education
Northwestern University 1982 — 1985
Master of Business Administration (MBA), Finance/Marketing/Management
Indiana University Bloomington 1976 — 1980
Bachelor of Science (BS), Finance, General
William Blair and Company February 1995 - Present
Skills
Equities, Asset Management, Investments, Financial Analysis, Hedge Funds, Capital Markets, Alternative Investments
Education
Northwestern University 1982 — 1985
Master of Business Administration (MBA), Finance/Marketing/Management
Indiana University Bloomington 1976 — 1980
Bachelor of Science (BS), Finance, General
Neal Graziano's William Blair and Company Experience January 2000 - June 2005
Job Director of Investments at W. K. Kellogg Foundation
Industry Investment Management
Experience
W. K. Kellogg Foundation January 2011 - Present
W.K. Kellogg Foundation June 2007 - January 2011
Mastrapasqua Asset Management June 2005 - July 2007
William Blair and Company January 2000 - June 2005
Education
University of Chicago Booth School of Business 2003 — 2005
MBA, Economics, Finance
Michigan State University 1992 — 1997
BA, Finance
W. K. Kellogg Foundation January 2011 - Present
W.K. Kellogg Foundation June 2007 - January 2011
Mastrapasqua Asset Management June 2005 - July 2007
William Blair and Company January 2000 - June 2005
Education
University of Chicago Booth School of Business 2003 — 2005
MBA, Economics, Finance
Michigan State University 1992 — 1997
BA, Finance
Yan Krasov, CFA's William Blair and Company Experience January 2011 - Present
Job Research Analyst at William Blair and Company
Industry Investment Management
Experience
William Blair and Company January 2011 - Present
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
Northwestern University 1998 — 2002
B.S.
William Blair and Company January 2011 - Present
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
Northwestern University 1998 — 2002
B.S.
Dave Borosh's William Blair and Company Experience Vice President-Institutional SalesCredit Suisse1986 - 1993
Job Institutional Equity Sales at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company Vice President-Institutional SalesCredit Suisse1986 - 1993
Education
Kenyon College 1974 — 1979
B.A., Economics
William Blair and Company Vice President-Institutional SalesCredit Suisse1986 - 1993
Education
Kenyon College 1974 — 1979
B.A., Economics
Bryan Hansen's William Blair and Company Experience IT Operations ManagerBear Stearns1994 - 2004
Job IT Risk Manager at William Blair and Company
Industry Investment Banking
Experience
William Blair and Company IT Operations ManagerBear Stearns1994 - 2004
Skills
CRM, Business Analysis, Financial Analysis, Asset Managment, IT Strategy, Vendor Management, Asset Management, Equities, Business Continuity, IT Operations, SharePoint, Fixed Income, Project Management, SDLC, SQL, Active Directory, Banking, Securities, Trading Systems, Risk Management
Education
Lake Forest College 1985 — 1989
BA, Economics/Political Science
William Blair and Company IT Operations ManagerBear Stearns1994 - 2004
Skills
CRM, Business Analysis, Financial Analysis, Asset Managment, IT Strategy, Vendor Management, Asset Management, Equities, Business Continuity, IT Operations, SharePoint, Fixed Income, Project Management, SDLC, SQL, Active Directory, Banking, Securities, Trading Systems, Risk Management
Education
Lake Forest College 1985 — 1989
BA, Economics/Political Science
Chris Serra, CFA's William Blair and Company Experience January 1995 - June 1998
Job Senior Equity Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management October 2008 - Present
Thrivent Asset Management June 2001 - June 2007
Thrivent Asset Management June 1998 - June 2001
William Blair and Company January 1995 - June 1998
Morningstar February 1993 - December 1994
Skills
Asset Management, Equity Research, Equities, Investments, Business Valuation, Factset, Bloomberg, Fundamental Research, Equity Valuation, Value Investing, Industry Analysis, Portfolio Management, Valuation, DCF, Economics, Asset Managment, Investment Strategies, Competitive Analysis, Securities, Investment Management, Alternative Investments, Research, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Emerging Markets, Financial Analysis, Stock Picking, Equity Trading, Financial Markets, Series 7, Financial Modeling, Strategic Financial..., Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Finance, Derivatives, Quantitative Analytics, Private Equity, Options, Investor Relations, Corporate Finance, Trading
Education
RSM Erasmus University 2007 — 2008
Student
Lawrence University 1988 — 1992
BA, Economics
Chartered Financial Analyst
Thrivent Asset Management October 2008 - Present
Thrivent Asset Management June 2001 - June 2007
Thrivent Asset Management June 1998 - June 2001
William Blair and Company January 1995 - June 1998
Morningstar February 1993 - December 1994
Skills
Asset Management, Equity Research, Equities, Investments, Business Valuation, Factset, Bloomberg, Fundamental Research, Equity Valuation, Value Investing, Industry Analysis, Portfolio Management, Valuation, DCF, Economics, Asset Managment, Investment Strategies, Competitive Analysis, Securities, Investment Management, Alternative Investments, Research, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Emerging Markets, Financial Analysis, Stock Picking, Equity Trading, Financial Markets, Series 7, Financial Modeling, Strategic Financial..., Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Finance, Derivatives, Quantitative Analytics, Private Equity, Options, Investor Relations, Corporate Finance, Trading
Education
RSM Erasmus University 2007 — 2008
Student
Lawrence University 1988 — 1992
BA, Economics
Chartered Financial Analyst
Matt Nicklin's William Blair and Company Experience June 2000 - February 2010
Job Managing Director, Head of Investment Banking at First Analysis Securities Corporation
Industry Investment Banking
Experience
First Analysis Securities Corporation February 2010 - Present
William Blair and Company June 2000 - February 2010
Skills
Venture Capital, Private Equity, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Corporate Development, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
Northeastern University 1997 — 2000
Marine Ecology
Lehigh University 1991 — 1995
B.S., Biology
New Trier High School
First Analysis Securities Corporation February 2010 - Present
William Blair and Company June 2000 - February 2010
Skills
Venture Capital, Private Equity, Corporate Finance, Valuation, Financial Modeling, Investment Banking, Corporate Development, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA
Northeastern University 1997 — 2000
Marine Ecology
Lehigh University 1991 — 1995
B.S., Biology
New Trier High School
Alan Lazzara, CFA's William Blair and Company Experience June 1987 - Present
Job Partner William Blair and Co., LLC
Industry Financial Services
Experience
William Blair and Company June 1987 - Present
Harris Bank Chicago November 1985 - June 1987
Comerica Bank- Detroit June 1982 - November 1985
Skills
Securities, Capital Markets, Financial Analysis, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Separately Managed..., Alternative Investments, Series 65, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, ETFs, Investment Management
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Finance
Indiana University Bloomington 1976 — 1980
B.S., Economics
William Blair and Company June 1987 - Present
Harris Bank Chicago November 1985 - June 1987
Comerica Bank- Detroit June 1982 - November 1985
Skills
Securities, Capital Markets, Financial Analysis, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Separately Managed..., Alternative Investments, Series 65, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, ETFs, Investment Management
Education
Indiana University - Kelley School of Business 1980 — 1982
MBA, Finance
Indiana University Bloomington 1976 — 1980
B.S., Economics
Daniel Mazur's William Blair and Company Experience May 2002 - September 2004
Job Harvest Capital Strategies
Industry Financial Services
Experience
Harvest Capital Strategies September 2004 - Present
William Blair and Company May 2002 - September 2004
Ernst & Young July 2000 - March 2002
Skills
Financial Modeling, Equity Research, Alternative Investments, Corporate Finance, Valuation, Equities, Hedge Funds, Capital Markets, Private Equity, Financial Analysis, Portfolio Management, Investments
Education
Miami University 1996 — 2000
BS, Finance and Accounting
Harvest Capital Strategies September 2004 - Present
William Blair and Company May 2002 - September 2004
Ernst & Young July 2000 - March 2002
Skills
Financial Modeling, Equity Research, Alternative Investments, Corporate Finance, Valuation, Equities, Hedge Funds, Capital Markets, Private Equity, Financial Analysis, Portfolio Management, Investments
Education
Miami University 1996 — 2000
BS, Finance and Accounting
Jenna Mooberry Kiernan's William Blair and Company Experience 2010 - May 2014
Job Analyst Financial Sponsors Group
Industry Investment Management
Experience
William Blair & Company June 2015 - Present
GCM Grosvenor May 2014 - Present
William Blair and Company 2010 - May 2014
William Blair & Company April 2010 - December 2010
Skills
Salesforce.com
Education
Lewis University 2005 — 2009
B.S, Business
William Blair & Company June 2015 - Present
GCM Grosvenor May 2014 - Present
William Blair and Company 2010 - May 2014
William Blair & Company April 2010 - December 2010
Skills
Salesforce.com
Education
Lewis University 2005 — 2009
B.S, Business
Hilary Ferro's William Blair and Company Experience June 2007 - March 2012
Job Director of Finance at Groundswell.org
Industry Nonprofit Organization Management
Experience
Groundswell.org September 2014 - Present
Acumen Fund June 2013 - August 2013
TechnoServe March 2012 - June 2012
William Blair and Company June 2007 - March 2012
Education
The Tuck School of Business at Dartmouth 2012 — 2014
MBA
Northwestern University 2003 — 2007
BA, Economics
Groundswell.org September 2014 - Present
Acumen Fund June 2013 - August 2013
TechnoServe March 2012 - June 2012
William Blair and Company June 2007 - March 2012
Education
The Tuck School of Business at Dartmouth 2012 — 2014
MBA
Northwestern University 2003 — 2007
BA, Economics
Zach McMahon's William Blair and Company Experience June 2008 - September 2008
Job Investment Guideline Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Guggenheim Partners September 2013 - Present
Pioneer Investments June 2013 - September 2013
Brown Brothers Harriman May 2012 - June 2013
The Boston Company Asset Management November 2011 - April 2012
JPMorgan Chase December 2009 - March 2011
William Blair and Company June 2008 - September 2008
Skills
Trade Compliance, Compliance Software, Client Contact, Microsoft Office 2007
Education
Northwestern University 2005 — 2009
BA, Economics
Andrew Belsky's William Blair and Company Experience June 2010 - June 2010
Job Assistant Vice President Municipal Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2015 - Present
Rosemawr Management LLC April 2013 - August 2015
TD Securities February 2012 - April 2013
Goldman Sachs June 2011 - August 2011
William Blair and Company June 2010 - June 2010
Skills
Public Finance, Policy Analysis, Economic Research, Stata, Microsoft Office, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2012
MPA, Public Finance
Indiana University Bloomington 2007 — 2011
B.S. in Public Affairs, Public Finance
KeyBanc Capital Markets August 2015 - Present
Rosemawr Management LLC April 2013 - August 2015
TD Securities February 2012 - April 2013
Goldman Sachs June 2011 - August 2011
William Blair and Company June 2010 - June 2010
Skills
Public Finance, Policy Analysis, Economic Research, Stata, Microsoft Office, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2012
MPA, Public Finance
Indiana University Bloomington 2007 — 2011
B.S. in Public Affairs, Public Finance
Corey Tobin's William Blair and Company Experience September 2001 - February 2011
Job Investment Management Analyst at William Blair & Company
Industry Investment Management
Experience
William Blair & Company August 2012 - Present
Trustwave February 2011 - August 2012
William Blair and Company September 2001 - February 2011
Willis Stein & Partners June 1998 - June 2000
Merrill Lynch May 1996 - June 1998
PwC May 1995 - May 1996
Skills
Equity Research, Valuation, Financial Analysis, Stock Picking, Investments, Asset Management, CFOs, Financial Planning, Financial Modeling, Industry Analysis, Investment Banking, Series 7, Business Valuation, LBO, Series 63, Private Equity, Factset, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Investment Management, Alternative Investments
Education
University of Chicago 2001 — 2003
Masters, Computer Science
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Corporate Strategy, Marketing
University of Michigan 1991 — 1995
BBA, Accounting & Finance
William Blair & Company August 2012 - Present
Trustwave February 2011 - August 2012
William Blair and Company September 2001 - February 2011
Willis Stein & Partners June 1998 - June 2000
Merrill Lynch May 1996 - June 1998
PwC May 1995 - May 1996
Skills
Equity Research, Valuation, Financial Analysis, Stock Picking, Investments, Asset Management, CFOs, Financial Planning, Financial Modeling, Industry Analysis, Investment Banking, Series 7, Business Valuation, LBO, Series 63, Private Equity, Factset, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Investment Management, Alternative Investments
Education
University of Chicago 2001 — 2003
Masters, Computer Science
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Finance, Corporate Strategy, Marketing
University of Michigan 1991 — 1995
BBA, Accounting & Finance
JOHN TIBBS's William Blair and Company Experience April 2005 - February 2008
Job Senior Consultant at Luna flooring
Industry Investment Management
Experience
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Donna Rafa's William Blair and Company Experience April 2011 - Present
Job Fund of Funds Compliance Officer at William Blair and Company
Industry Investment Management
Experience
William Blair and Company April 2011 - Present
Guidance Capital LLC March 2004 - April 2011
SEI Investments November 1996 - March 2004
Education
Temple University
BBA, Business Law and Marketing
William Blair and Company April 2011 - Present
Guidance Capital LLC March 2004 - April 2011
SEI Investments November 1996 - March 2004
Education
Temple University
BBA, Business Law and Marketing
Earl Manns's William Blair and Company Experience 1996 - 2001
Job Senior Vice President Equity Sales and Trading at Blaylock Robert Van, LLC
Industry Investment Banking
Experience
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Blaylock Robert Van, LLC August 2013 - Present
Cabrera Capital Markets, LLC February 2010 - July 2013
Kaufman Bros. 2009 - 2010
ThinkEquity LLC 2004 - 2009
Pulse Trading 2002 - 2003
William Blair and Company 1996 - 2001
Robertson Stephens 1992 - 1995
Driehaus Capital Management 1988 - 1992
Skills
Equities, Equity Trading, Trading, Series 7, Series 63, Bloomberg, Capital Markets, Trading Systems, Securities, Electronic Trading, Options, Series 24, Derivatives, Investments, Financial Markets, Proprietary Trading, Bonds, ETFs, Mutual Funds, Equity Derivatives, Trading Strategies, Bloomberg Terminal, Private Equity, Traders, Stocks, Series 65, Technical Analysis, Equity Capital Markets, Investor Relations, Institutional Sales, Institutional
Education
Lewis University
Business Administration
Edward Donnelly's William Blair and Company Experience May 1999 - January 2003
Job Institutional Equity Research Sales at Citi
Industry Financial Services
Experience
Citi May 2013 - Present
Oppenheimer & Co. June 2006 - January 2013
ThinkEquity LLC October 2004 - June 2006
William Blair and Company May 1999 - January 2003
Goldman Sachs May 1996 - May 1999
Skills
Series 7, Series 63, Equity Sales, Stock Picking, Road Show, Portfolio Management, Entertainment, Conflict Resolution, Equity Trading, Equity Research, Equity Derivatives, Quick Learner
Education
Princeton University 1990 — 1994
Bachelor of Arts, History Major
Citi May 2013 - Present
Oppenheimer & Co. June 2006 - January 2013
ThinkEquity LLC October 2004 - June 2006
William Blair and Company May 1999 - January 2003
Goldman Sachs May 1996 - May 1999
Skills
Series 7, Series 63, Equity Sales, Stock Picking, Road Show, Portfolio Management, Entertainment, Conflict Resolution, Equity Trading, Equity Research, Equity Derivatives, Quick Learner
Education
Princeton University 1990 — 1994
Bachelor of Arts, History Major
Erik Frison Sr's William Blair and Company Experience June 2000 - June 2007
Job at
Industry Accounting
Experience
DHR International April 2015 - Present
PLS Financial Services April 2014 - Present
National Opinion Research Corporation June 2006 - June 2013
William Blair and Company June 2000 - June 2007
Aon August 1999 - June 2000
Skills
Accounts Payable, Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, QuickBooks, Auditing, Accounts Receivable, General Ledger, Financial Accounting, 1099 Preparation, sales and use tax
Education
National-Louis University
Business Management
DHR International April 2015 - Present
PLS Financial Services April 2014 - Present
National Opinion Research Corporation June 2006 - June 2013
William Blair and Company June 2000 - June 2007
Aon August 1999 - June 2000
Skills
Accounts Payable, Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, QuickBooks, Auditing, Accounts Receivable, General Ledger, Financial Accounting, 1099 Preparation, sales and use tax
Education
National-Louis University
Business Management
Matt Creeden's William Blair and Company Experience 2008 - 2010
Job Associate Regional Director at Oak Ridge Investments
Industry Investment Management
Experience
Oak Ridge Investments September 2014 - Present
Manna Project International January 2011 - December 2011
William Blair and Company 2008 - 2010
Skills
Fundraising, Spanish, Non-profits, Nonprofits, International..., Data Analysis, Strategy, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2004 — 2008
Bachelor’s Degree
The London School of Economics and Political Science (LSE)
Econometrics
CFA Institute
2015 Level II Candidate in the CFA Program
Oak Ridge Investments September 2014 - Present
Manna Project International January 2011 - December 2011
William Blair and Company 2008 - 2010
Skills
Fundraising, Spanish, Non-profits, Nonprofits, International..., Data Analysis, Strategy, Public Speaking
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2004 — 2008
Bachelor’s Degree
The London School of Economics and Political Science (LSE)
Econometrics
CFA Institute
2015 Level II Candidate in the CFA Program
kevin dethomas's William Blair and Company Experience December 2007 - Present
Job Equity Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company December 2007 - Present
prudential securities September 1992 - June 2007
Skills
Fly Fishing, Entrepreneurship, Series 63, Equity Trading, Equities, Series 7, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Equity Research, Options, Securities, Trading, Financial Markets, Series 24
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
st. john's university 1988 — 1992
Bachelor of Science (BS), Business/Corporate Communications
William Blair and Company December 2007 - Present
prudential securities September 1992 - June 2007
Skills
Fly Fishing, Entrepreneurship, Series 63, Equity Trading, Equities, Series 7, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Equity Research, Options, Securities, Trading, Financial Markets, Series 24
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
Master of Business Administration (MBA), Finance
st. john's university 1988 — 1992
Bachelor of Science (BS), Business/Corporate Communications
Abby Bilsky's William Blair and Company Experience July 2010 - Present
Job Compliance Examiner at William Blair and Company
Industry Financial Services
Experience
William Blair and Company July 2010 - Present
Northern Trust May 2008 - July 2010
Northern Trust October 2006 - May 2008
Skills
Outlook, Lotus Notes, Microsoft Office
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (B.S.), Sports Marketing and Management
William Blair and Company July 2010 - Present
Northern Trust May 2008 - July 2010
Northern Trust October 2006 - May 2008
Skills
Outlook, Lotus Notes, Microsoft Office
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (B.S.), Sports Marketing and Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.