Wit Capital
Industry: Technology company
DescriptionSoundview Technology Group is an American technology-focused firm known primarily for its equity research on technology and other growth-oriented companies. The securities and investment banking company was integrated into Charles Schwab in 2003. Founder: Gideon Gartner Founded: 1977 Headquarters: Boston, MA Parent organizations: Charles Schwab Corporation, UBS Americas Inc. Subsidiaries: SoundView Technology Group PLC, Soundview Technology Corporation
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Wit Capital Employees
Employee
Years
Job
Industry
Matthew Ende Matthew Ende's Wit Capital Experience March 1999 - June 2001
Job Senior Talent Acquisition Manager, Winston Resources Identifying top professionals for the perfect opportunity
Industry Financial Services
Experience
Winston Resources October 2013 - Present
New York Staff Search, LLC September 2012 - November 2013
Adam and Evenings, New York, NY May 2009 - February 2013
Endeavor Trading Group 2009 - March 2012
TD Ameritrade February 2007 - July 2009
Mellon Bank June 2003 - November 2006
R&G Brenner Tax and Financial Advisors April 2002 - June 2003
WIT Capital March 1999 - June 2001
Merrill Lynch & Co. September 1996 - March 1999
Skills
Strategic Financial..., Investor Relations, Building Relationships, Coordinating Special..., Investment Management, Customer Acquisition, Recruiting, Human Resources, Employee Relations, Employee Benefits, Strategic Hiring, Business Strategy, Social Media, Asset Managment, Analysis, Fixed Annuities, CRM, Investments, Finance, Institutional..., Portfolio Management, Securities, Program Management, Mutual Funds, Financial Analysis, Event Planning, Management, 401k, Capital Markets, Retirement, Strategy, Alternative Investments, Asset Allocation, Equities, Sales, Relationship Management, Financial Modeling, Financial Services, Fixed Income, Salesforce.com, Risk Management, Process Improvement, Account Management, Analytics, Epic Systems, Managerial Finance, Financial Accounting, Healthcare Industry, Asset Management, Networking
Education
Tulane University 1992 — 1996
Bachelor's degree, Finance
Edgemont High School
Winston Resources October 2013 - Present
New York Staff Search, LLC September 2012 - November 2013
Adam and Evenings, New York, NY May 2009 - February 2013
Endeavor Trading Group 2009 - March 2012
TD Ameritrade February 2007 - July 2009
Mellon Bank June 2003 - November 2006
R&G Brenner Tax and Financial Advisors April 2002 - June 2003
WIT Capital March 1999 - June 2001
Merrill Lynch & Co. September 1996 - March 1999
Skills
Strategic Financial..., Investor Relations, Building Relationships, Coordinating Special..., Investment Management, Customer Acquisition, Recruiting, Human Resources, Employee Relations, Employee Benefits, Strategic Hiring, Business Strategy, Social Media, Asset Managment, Analysis, Fixed Annuities, CRM, Investments, Finance, Institutional..., Portfolio Management, Securities, Program Management, Mutual Funds, Financial Analysis, Event Planning, Management, 401k, Capital Markets, Retirement, Strategy, Alternative Investments, Asset Allocation, Equities, Sales, Relationship Management, Financial Modeling, Financial Services, Fixed Income, Salesforce.com, Risk Management, Process Improvement, Account Management, Analytics, Epic Systems, Managerial Finance, Financial Accounting, Healthcare Industry, Asset Management, Networking
Education
Tulane University 1992 — 1996
Bachelor's degree, Finance
Edgemont High School
Rosemarie Mercurio's Wit Capital Experience 1999 - 1999
Job Head of Special Projects for the CEO
Industry Executive Office
Experience
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Jane Portnoy Jane Portnoy's Wit Capital Experience 1997 - 1998
Job Portnoy Communications
Industry Public Relations and Communications
Experience
Portnoy Communications July 2001 - Present
FirstPoint Energy Corporation /myutility.com January 2000 - July 2001
Consumer Financial Network (CFN) December 1999 - January 2001
Business-to-Business & New Media, Communications/Marketing Action, Inc. (CMA) 1998 - 1999
Wit Capital 1997 - 1998
Hill & Knowlton 1981 - 1985
Skills
Public Relations, Corporate Communications, Media Relations, Copywriting, Strategic Communications, Press Releases, Social Networking, Start-ups, Strategy, Management, Public Speaking, Marketing, New Business Development, E-commerce, Sales, Budgets, Business Planning, Social Media Marketing, Marketing Communications, Advertising, Entrepreneurship, Social Media, Integrated Marketing, Blogging
Education
University of Massachusetts, Amherst 1977 — 1979
BA, Mass Communications/Journalism, Cum Laude
JFK, Bellmore, NY
Portnoy Communications July 2001 - Present
FirstPoint Energy Corporation /myutility.com January 2000 - July 2001
Consumer Financial Network (CFN) December 1999 - January 2001
Business-to-Business & New Media, Communications/Marketing Action, Inc. (CMA) 1998 - 1999
Wit Capital 1997 - 1998
Hill & Knowlton 1981 - 1985
Skills
Public Relations, Corporate Communications, Media Relations, Copywriting, Strategic Communications, Press Releases, Social Networking, Start-ups, Strategy, Management, Public Speaking, Marketing, New Business Development, E-commerce, Sales, Budgets, Business Planning, Social Media Marketing, Marketing Communications, Advertising, Entrepreneurship, Social Media, Integrated Marketing, Blogging
Education
University of Massachusetts, Amherst 1977 — 1979
BA, Mass Communications/Journalism, Cum Laude
JFK, Bellmore, NY
Nicole Mynarski's Wit Capital Experience June 1998 - September 2000
Job Research Associate at GoldenTree
Industry Financial Services
Experience
GoldenTree Asset Management September 2013 - Present
Fortress Investment Group October 2005 - September 2013
Bond New York February 2004 - October 2005
Hicks Muse Tate & Furst October 2002 - January 2004
Banc of America September 2000 - April 2002
Wit Capital June 1998 - September 2000
Education
Bentley University 1993 — 1997
BS, Economics-Finance
GoldenTree Asset Management September 2013 - Present
Fortress Investment Group October 2005 - September 2013
Bond New York February 2004 - October 2005
Hicks Muse Tate & Furst October 2002 - January 2004
Banc of America September 2000 - April 2002
Wit Capital June 1998 - September 2000
Education
Bentley University 1993 — 1997
BS, Economics-Finance
David Bisceglia's Wit Capital Experience July 1998 - January 2000
Job Partner at Bisceglia LP
Industry Real Estate
Experience
Bisceglia LP January 2007 - Present
MarketConneX 2000 - 2001
Wit Capital July 1998 - January 2000
UBS March 1994 - May 1996
Computerland 1987 - 1994
Skills
Investments, Financial Planning, Start-ups, Asset Managment, Portfolio Management, Equities, Executive Management, Banking, Business Strategy, Strategic Planning, New Business Development, Sales Management, Fixed Income, Due Diligence, Real Estate, Selling, Mergers
Education
The American College
ChFC, Financial Services
The American College
CLU, Life Sciences
Rutgers, The State University of New Jersey-New Brunswick
MS, Policy Development
American University - Kogod School of Business
MBA, Real Estate
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
Bisceglia LP January 2007 - Present
MarketConneX 2000 - 2001
Wit Capital July 1998 - January 2000
UBS March 1994 - May 1996
Computerland 1987 - 1994
Skills
Investments, Financial Planning, Start-ups, Asset Managment, Portfolio Management, Equities, Executive Management, Banking, Business Strategy, Strategic Planning, New Business Development, Sales Management, Fixed Income, Due Diligence, Real Estate, Selling, Mergers
Education
The American College
ChFC, Financial Services
The American College
CLU, Life Sciences
Rutgers, The State University of New Jersey-New Brunswick
MS, Policy Development
American University - Kogod School of Business
MBA, Real Estate
Rutgers, The State University of New Jersey-New Brunswick
BA, English Literature
Mabbel Cedano's Wit Capital Experience March 1999 - May 2000
Job Staff Accountant at Financier Patisserie
Industry Arts and Crafts
Experience
Financier Patisserie May 2014 - Present
Edward I. Mills and Associates, Architects September 2013 - May 2014
Greenhouse Holistic March 2012 - September 2013
MoMA July 2006 - March 2012
The Museum of Modern Art February 2004 - July 2006
BNY Mellon June 2000 - February 2004
Wit Capital March 1999 - May 2000
Court TV March 1997 - March 1999
Skills
Museum Collections, Art, Museums, History, Accounts Payable, Accounts Receivable, QuickBooks, paychex, ADP Payroll, Payroll, Solomon, Travel Arrangements, PeopleSoft, Microsoft Excel, Calendar Planning, 1099 Preparation, Employee Benefits, Outlook, Client Billing, Receptionist Duties, Administrative..., Train New Employees, New Hire Orientations, Budgets, Vendor Relationships, Data Analysis, Coordinating Events, Meeting Planning, Multi Tasking, Screening Resumes, Customer Service, Expense Reports, Nonprofits, Accounting, Social Media, Bank Reconciliation, Analysis, Administrative..., Event Planning
Education
Pace University 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Financier Patisserie May 2014 - Present
Edward I. Mills and Associates, Architects September 2013 - May 2014
Greenhouse Holistic March 2012 - September 2013
MoMA July 2006 - March 2012
The Museum of Modern Art February 2004 - July 2006
BNY Mellon June 2000 - February 2004
Wit Capital March 1999 - May 2000
Court TV March 1997 - March 1999
Skills
Museum Collections, Art, Museums, History, Accounts Payable, Accounts Receivable, QuickBooks, paychex, ADP Payroll, Payroll, Solomon, Travel Arrangements, PeopleSoft, Microsoft Excel, Calendar Planning, 1099 Preparation, Employee Benefits, Outlook, Client Billing, Receptionist Duties, Administrative..., Train New Employees, New Hire Orientations, Budgets, Vendor Relationships, Data Analysis, Coordinating Events, Meeting Planning, Multi Tasking, Screening Resumes, Customer Service, Expense Reports, Nonprofits, Accounting, Social Media, Bank Reconciliation, Analysis, Administrative..., Event Planning
Education
Pace University 1996 — 2000
Bachelor's degree, Accounting and Business/Management
Dave Egar's Wit Capital Experience November 1999 - November 2000
Job Consultant at CGI Federal
Industry Information Technology and Services
Experience
CGI Federal December 2011 - Present
Citi January 2011 - December 2011
MAREX November 2005 - June 2009
Geneva Trading October 2002 - November 2005
Information Mosaic November 2000 - November 2001
WIT Capital November 1999 - November 2000
Citibank November 1996 - November 1999
Skills
Financial Services, Financial Modeling, Asset Managment, Business Analysis, Fixed Income, Equities, Derivatives
Education
EUREX Derivatives Exchange 2003 — 2003
Qualified Derivatives Trader, Financial Services
University College Cork 1992 — 1996
B.A.
CBC
CGI Federal December 2011 - Present
Citi January 2011 - December 2011
MAREX November 2005 - June 2009
Geneva Trading October 2002 - November 2005
Information Mosaic November 2000 - November 2001
WIT Capital November 1999 - November 2000
Citibank November 1996 - November 1999
Skills
Financial Services, Financial Modeling, Asset Managment, Business Analysis, Fixed Income, Equities, Derivatives
Education
EUREX Derivatives Exchange 2003 — 2003
Qualified Derivatives Trader, Financial Services
University College Cork 1992 — 1996
B.A.
CBC
Amy E. Vorro's Wit Capital Experience August 1999 - June 2000
Job Program Coordinator, Sexual Harassment Policy Office at Stanford University
Industry Higher Education
Experience
Stanford University June 2010 - Present
Stanford University March 2008 - June 2010
Stanford University August 2006 - March 2008
University of Alaska Fairbanks September 2003 - May 2006
Penguin Group USA 2001 - 2003
Adventure Publishing 2001 - 2001
Wit Capital August 1999 - June 2000
Skills
Training, Policy, Fundraising, Community Outreach, Editing, Management, Human Resources, Public Speaking, Teaching, Nonprofits, Microsoft Office, Blogging
Education
University of Alaska Fairbanks 2003 — 2006
MFA, Creative Writing (Poetry)
New York University 1995 — 2000
BA, American and English Literature
Stanford University June 2010 - Present
Stanford University March 2008 - June 2010
Stanford University August 2006 - March 2008
University of Alaska Fairbanks September 2003 - May 2006
Penguin Group USA 2001 - 2003
Adventure Publishing 2001 - 2001
Wit Capital August 1999 - June 2000
Skills
Training, Policy, Fundraising, Community Outreach, Editing, Management, Human Resources, Public Speaking, Teaching, Nonprofits, Microsoft Office, Blogging
Education
University of Alaska Fairbanks 2003 — 2006
MFA, Creative Writing (Poetry)
New York University 1995 — 2000
BA, American and English Literature
James Pacetti's Wit Capital Experience 1997 - 1998
Job Managing Director of Business Development at MarketGrader Capital, LLC
Industry Financial Services
Experience
MarketGrader Capital, LLC November 2014 - Present
A Leg To Stand On 2011 - Present
S-Network Global Indexes March 2006 - October 2014
ETF International 1998 - 2009
ACN 2005 - 2007
American Stock Exchange 1998 - 2006
Dow Jones Indexes 1998 - 2002
Wit Capital 1997 - 1998
Deutsche Bank 1994 - 1997
Chase Manhattan Bank 1993 - 1994
Skills
ETFs, Equities, Venture Capital, Finance, Investments, Financial Markets, Asset Management, Hedge Funds, Closed-end Funds, Investment Management, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Securities, Options, Mutual Funds, Trading, Series 63, Equity Research, Equity Derivatives, Bonds, Capital Markets, Structured Products, Hold Series 7 and 66...
Education
Columbia University - Columbia Business School 1991 — 1993
MBA Finance
Syracuse University - Maxwell School 1983 — 1985
MA, International Relations
Syracuse University 1978 — 1983
BA, Political Science
Central Catholic HS
MarketGrader Capital, LLC November 2014 - Present
A Leg To Stand On 2011 - Present
S-Network Global Indexes March 2006 - October 2014
ETF International 1998 - 2009
ACN 2005 - 2007
American Stock Exchange 1998 - 2006
Dow Jones Indexes 1998 - 2002
Wit Capital 1997 - 1998
Deutsche Bank 1994 - 1997
Chase Manhattan Bank 1993 - 1994
Skills
ETFs, Equities, Venture Capital, Finance, Investments, Financial Markets, Asset Management, Hedge Funds, Closed-end Funds, Investment Management, Asset Allocation, Asset Managment, Portfolio Management, Alternative Investments, Securities, Options, Mutual Funds, Trading, Series 63, Equity Research, Equity Derivatives, Bonds, Capital Markets, Structured Products, Hold Series 7 and 66...
Education
Columbia University - Columbia Business School 1991 — 1993
MBA Finance
Syracuse University - Maxwell School 1983 — 1985
MA, International Relations
Syracuse University 1978 — 1983
BA, Political Science
Central Catholic HS
Michael J. Origlia's Wit Capital Experience 1998 - 2001
Job Senior Vice President Branch Manager at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - April 2013
Wachovia Securities May 2004 - April 2010
Prudential Securities January 2001 - April 2004
Wit Capital 1998 - 2001
Education
Long Island University, Southampton Campus 1985 — 1989
Bachelor's, Finance
Wells Fargo Advisors, LLC April 2010 - April 2013
Wachovia Securities May 2004 - April 2010
Prudential Securities January 2001 - April 2004
Wit Capital 1998 - 2001
Education
Long Island University, Southampton Campus 1985 — 1989
Bachelor's, Finance
Pamela Blechman's Wit Capital Experience 1999 - 2001
Job Managing Director, Robin Hood
Industry Nonprofit Organization Management
Experience
Robin Hood Foundation 2010 - Present
Geller Family Office Services 2008 - 2009
Foundation Source 2006 - 2008
StreamServe 2005 - 2007
Wit Capital 1999 - 2001
Education
Northwestern University 1985 — 1989
BA, Economics and Art History
Columbia University - Columbia Business School
MBS, Finance and Marketing
Robin Hood Foundation 2010 - Present
Geller Family Office Services 2008 - 2009
Foundation Source 2006 - 2008
StreamServe 2005 - 2007
Wit Capital 1999 - 2001
Education
Northwestern University 1985 — 1989
BA, Economics and Art History
Columbia University - Columbia Business School
MBS, Finance and Marketing
J. Jason Phillips's Wit Capital Experience 1999 - 2002
Job Associate Partner at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company January 2011 - Present
McGuire Furniture Company (Kohler Co.) 2003 - 2010
Wit Capital 1999 - 2002
Montgomery Securities 1996 - 1997
Smith Barney 1992 - 1996
Education
Harvard Business School 1997 — 1999
MBA
Williams College 1988 — 1992
Bachelor of Arts, Religion and Art (History)
Maple Grove
McKinsey & Company January 2011 - Present
McGuire Furniture Company (Kohler Co.) 2003 - 2010
Wit Capital 1999 - 2002
Montgomery Securities 1996 - 1997
Smith Barney 1992 - 1996
Education
Harvard Business School 1997 — 1999
MBA
Williams College 1988 — 1992
Bachelor of Arts, Religion and Art (History)
Maple Grove
Glen Mauriello's Wit Capital Experience June 1997 - December 1997
Job Director of Operations at TeraExchange
Industry Financial Services
Experience
TeraExchange July 2013 - February 2015
Dahlman Rose & Co. April 2011 - March 2013
First New York Securities September 2007 - September 2010
LaBranche Financial Services, LLC March 2002 - July 2007
National Discout Brokers January 1998 - September 2001
Wit Capital June 1997 - December 1997
Tradewell Discount Investing June 1996 - June 1997
Wall Street Investor Services January 1994 - June 1996
Wall Street Investor Services September 1989 - January 1994
Wall Street Clearing Company September 1987 - September 1989
Skills
FINRA Series 4, 7, 9,..., General Securities..., General Securities..., General Securities..., Registered Options..., Financial Services, Financial Operations, Financial Markets, Financial Compliance, Risk Management, Team Building, Team Leadership, Team Management, Relationship Management, Project Management, Hedge Funds, Securities, Financial Regulation, Equities, Options, Strategy, Leadership, Management, Capital Markets, New Business Development, FINRA, Back Office, Series 24, Middle Office, Electronic Trading, Settlement, Derivatives, Equity Derivatives, Executive Management, Business Strategy, Negotiation, Transaction Management, Operations Management, Portfolio Management, Trading, Investments, Series 7, Equity Trading
Education
Fairfield University 1983 — 1987
Bachelor of Science (BS), Economics
Monsignor Farrell High School 1979 — 1983
TeraExchange July 2013 - February 2015
Dahlman Rose & Co. April 2011 - March 2013
First New York Securities September 2007 - September 2010
LaBranche Financial Services, LLC March 2002 - July 2007
National Discout Brokers January 1998 - September 2001
Wit Capital June 1997 - December 1997
Tradewell Discount Investing June 1996 - June 1997
Wall Street Investor Services January 1994 - June 1996
Wall Street Investor Services September 1989 - January 1994
Wall Street Clearing Company September 1987 - September 1989
Skills
FINRA Series 4, 7, 9,..., General Securities..., General Securities..., General Securities..., Registered Options..., Financial Services, Financial Operations, Financial Markets, Financial Compliance, Risk Management, Team Building, Team Leadership, Team Management, Relationship Management, Project Management, Hedge Funds, Securities, Financial Regulation, Equities, Options, Strategy, Leadership, Management, Capital Markets, New Business Development, FINRA, Back Office, Series 24, Middle Office, Electronic Trading, Settlement, Derivatives, Equity Derivatives, Executive Management, Business Strategy, Negotiation, Transaction Management, Operations Management, Portfolio Management, Trading, Investments, Series 7, Equity Trading
Education
Fairfield University 1983 — 1987
Bachelor of Science (BS), Economics
Monsignor Farrell High School 1979 — 1983
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