Aberdeen Asset Management
Industry: Investment management company
DescriptionAberdeen Asset Management PLC is an international investment management group, managing assets for both institutions and private investors from offices around the world. Its head office is in Aberdeen, Scotland. Assets under management: 312.1 billion GBP (2016) CEO: Martin Gilbert (Jul 1, 1983–) Headquarters: Aberdeen, United Kingdom Number of employees: 2,812 (2016) Subsidiaries: Scottish Widows Investment Partnership, Parent organization: Standard Life Aberdeen
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Aberdeen Asset Management Employees
Employee
Years
Job
Industry
Caitlin Pickhaver Caitlin Pickhaver's Aberdeen Asset Management Experience August 2008 - Present
Job Business Development Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management August 2008 - Present
SEI Investments August 2006 - August 2008
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Aberdeen Asset Management August 2008 - Present
SEI Investments August 2006 - August 2008
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Alison duPont Alison duPont's Aberdeen Asset Management Experience November 2014 - Present
Job Senior Institutional Marketing Manager
Industry Investment Management
Experience
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management February 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - November 2010
Citi Smith Barney October 1996 - June 2009
SMITH BARNEY January 2001 - January 2002
Citi January 1999 - January 2001
SMITH BARNEY January 1996 - January 1997
PNC BANK January 1986 - January 1994
Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs
Education
University of Delaware 1978 — 1981
B.A., Languages & Literature
West Chester University of Pennsylvania 1993 — 1996
M.A., Communication Studies
Aberdeen Asset Management November 2014 - Present
Aberdeen Asset Management February 2011 - November 2014
Morgan Stanley Smith Barney June 2009 - November 2010
Citi Smith Barney October 1996 - June 2009
SMITH BARNEY January 2001 - January 2002
Citi January 1999 - January 2001
SMITH BARNEY January 1996 - January 1997
PNC BANK January 1986 - January 1994
Skills
Pensions, Public Speaking, Research, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Wealth Management, ETFs
Education
University of Delaware 1978 — 1981
B.A., Languages & Literature
West Chester University of Pennsylvania 1993 — 1996
M.A., Communication Studies
Alan Goodson, FCA Alan Goodson, FCA's Aberdeen Asset Management Experience June 2000 - Present
Job Head of Product, U.S. at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management June 2000 - Present
PwC September 1996 - June 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Product Management, Equities, Asset Managment, Asset Management, Fixed Income, Investment Management
Education
University of Southampton 1993 — 1996
BEng(Hons), Naval Architecture
Aberdeen Asset Management June 2000 - Present
PwC September 1996 - June 2000
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Product Management, Equities, Asset Managment, Asset Management, Fixed Income, Investment Management
Education
University of Southampton 1993 — 1996
BEng(Hons), Naval Architecture
Nick Fazzie, CFA Nick Fazzie, CFA's Aberdeen Asset Management Experience May 2004 - December 2004
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan and Co January 2007 - Present
Hirtle, Callaghan & Co. January 2005 - December 2006
Burlington County Community College January 2005 - December 2005
Aberdeen Asset Management May 2004 - December 2004
Skills
Client Service, Client Development, Portfolio Management, Investments, Outsourced Solutions, Family Office, Board Governance, Performance Attribution, Account Reconciliation, Alternative Investments, Microsoft CRM, Chartered Financial..., Asset Allocation, Hedge Funds, Investment Strategies, Endowments, Private Equity, Institutional..., CRM, Tactical Asset..., Financial Markets, Fund Of Funds, Financial Services, Trading, Mutual Funds, Valuation, Emerging Markets, Venture Capital, Bonds, Investment Advisory, Investment Management, Fixed Income, Asset Management, Equities, Analysis, Capital Markets, Bloomberg, Due Diligence, Wealth Management, Financial Analysis, Finance, Securities, Economics
Education
University of Delaware 2002 — 2004
MBA, Finance
University of Delaware 1998 — 2002
BS, Accounting
CFA Institute
Hirtle, Callaghan and Co January 2007 - Present
Hirtle, Callaghan & Co. January 2005 - December 2006
Burlington County Community College January 2005 - December 2005
Aberdeen Asset Management May 2004 - December 2004
Skills
Client Service, Client Development, Portfolio Management, Investments, Outsourced Solutions, Family Office, Board Governance, Performance Attribution, Account Reconciliation, Alternative Investments, Microsoft CRM, Chartered Financial..., Asset Allocation, Hedge Funds, Investment Strategies, Endowments, Private Equity, Institutional..., CRM, Tactical Asset..., Financial Markets, Fund Of Funds, Financial Services, Trading, Mutual Funds, Valuation, Emerging Markets, Venture Capital, Bonds, Investment Advisory, Investment Management, Fixed Income, Asset Management, Equities, Analysis, Capital Markets, Bloomberg, Due Diligence, Wealth Management, Financial Analysis, Finance, Securities, Economics
Education
University of Delaware 2002 — 2004
MBA, Finance
University of Delaware 1998 — 2002
BS, Accounting
CFA Institute
Rebecca Gluck Rebecca Gluck's Aberdeen Asset Management Experience June 2015 - Present
Job Graduate Business Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management June 2014 - August 2014
The Virgin Spa at Natirar- Ninety Acres May 2011 - May 2014
The Virgin Spa at Natirar- Ninety Acres May 2012 - December 2013
Capco July 2013 - August 2013
Do Something June 2010 - July 2010
Skills
Leadership, Public Speaking, Social Networking, Microsoft Excel, Communication Skills, Teamwork, Microsoft Office, Brazilian Portuguese, Problem Solving, Nonprofits, Restaurants, Microsoft Word, PowerPoint, Prezi, Social Media, Market Research
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration (BSBA), International Business
The Pingry School 2007 — 2011
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management June 2014 - August 2014
The Virgin Spa at Natirar- Ninety Acres May 2011 - May 2014
The Virgin Spa at Natirar- Ninety Acres May 2012 - December 2013
Capco July 2013 - August 2013
Do Something June 2010 - July 2010
Skills
Leadership, Public Speaking, Social Networking, Microsoft Excel, Communication Skills, Teamwork, Microsoft Office, Brazilian Portuguese, Problem Solving, Nonprofits, Restaurants, Microsoft Word, PowerPoint, Prezi, Social Media, Market Research
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration (BSBA), International Business
The Pingry School 2007 — 2011
Cindy Lewis Cindy Lewis's Aberdeen Asset Management Experience June 2015 - Present
Job Controller Americas at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
TIFF Advisory Services, Inc. August 2007 - June 2015
Ernst & Young July 1999 - August 2007
Skills
Mutual Funds, Hedge Funds, Investments, US GAAP, Accounting, Financial Analysis, Auditing, Due Diligence, Financial Services, Alternative Investments, SEC filings, Financial Reporting, Financial Modeling, Private Equity, CPA, Valuation, Financial Advisory, Tax, Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Executive MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS Economics, Accounting
Aberdeen Asset Management June 2015 - Present
TIFF Advisory Services, Inc. August 2007 - June 2015
Ernst & Young July 1999 - August 2007
Skills
Mutual Funds, Hedge Funds, Investments, US GAAP, Accounting, Financial Analysis, Auditing, Due Diligence, Financial Services, Alternative Investments, SEC filings, Financial Reporting, Financial Modeling, Private Equity, CPA, Valuation, Financial Advisory, Tax, Asset Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Executive MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS Economics, Accounting
Allison Mortensen, CFA's Aberdeen Asset Management Experience April 2004 - September 2015
Job Head of MultiAsset Solutions at Hartford Funds
Industry Investment Management
Experience
Hartford Funds October 2015 - Present
Aberdeen Asset Management April 2004 - September 2015
Morgan Stanley Investment Management 1994 - 2003
Skills
Asset Allocation, Fund Analysis, Fund Of Funds, Global Asset Allocation, Asset Management
Education
University of Richmond - Robins School of Business 1990 — 1994
BSBA, Finance, Computer Science, magna cum laude
Hartford Funds October 2015 - Present
Aberdeen Asset Management April 2004 - September 2015
Morgan Stanley Investment Management 1994 - 2003
Skills
Asset Allocation, Fund Analysis, Fund Of Funds, Global Asset Allocation, Asset Management
Education
University of Richmond - Robins School of Business 1990 — 1994
BSBA, Finance, Computer Science, magna cum laude
Ashley Cassel Ashley Cassel's Aberdeen Asset Management Experience September 2011 - Present
Job Client Relationship Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2011 - Present
Aberdeen Asset Management March 2007 - September 2011
Lazard Asset Management September 2003 - March 2007
BlackRock January 2002 - September 2003
Skills
Mutual Funds, Asset Management, Equities, Series 7, Series 63, Institutional..., Investment Management, ERISA, Fixed Income, Client Services, Client Relations, Asset Allocation, Product Development, Product Management, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BSBA, Business Administration
Aberdeen Asset Management September 2011 - Present
Aberdeen Asset Management March 2007 - September 2011
Lazard Asset Management September 2003 - March 2007
BlackRock January 2002 - September 2003
Skills
Mutual Funds, Asset Management, Equities, Series 7, Series 63, Institutional..., Investment Management, ERISA, Fixed Income, Client Services, Client Relations, Asset Allocation, Product Development, Product Management, Investment Strategies
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
BSBA, Business Administration
May Lyn Tan's Aberdeen Asset Management Experience July 2013 - August 2013
Job Trading Specialist at The Trade Desk, Inc.
Industry
Experience
The Trade Desk, Inc. September 2015 - Present
The Trade Desk, Inc. October 2014 - June 2015
Aqaba Technologies June 2014 - September 2014
Aberdeen Asset Management July 2013 - August 2013
Aon Hewitt May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg, Equity Research, Equities, Investment Management, SEO, PPC, Yahoo Search Marketing, Online Reputation..., Google Adwords..., Google Analytics, MSN AdCenter
Education
University of Michigan 2011 — 2014
Bachelor of Science (BS), Economics, Minor in Mathematics
The Trade Desk, Inc. September 2015 - Present
The Trade Desk, Inc. October 2014 - June 2015
Aqaba Technologies June 2014 - September 2014
Aberdeen Asset Management July 2013 - August 2013
Aon Hewitt May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg, Equity Research, Equities, Investment Management, SEO, PPC, Yahoo Search Marketing, Online Reputation..., Google Adwords..., Google Analytics, MSN AdCenter
Education
University of Michigan 2011 — 2014
Bachelor of Science (BS), Economics, Minor in Mathematics
Scott Ellis, CFA's Aberdeen Asset Management Experience June 2014 - Present
Job Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management July 2008 - June 2014
Aberdeen Asset Management March 2013 - February 2014
Skills
Credit Analysis, High Yield, Investment Grade, Fixed Income, Credit, Bonds, Investments, Asset Management, Valuation
Education
University of Michigan 2004 — 2008
Aberdeen Asset Management June 2014 - Present
Aberdeen Asset Management July 2008 - June 2014
Aberdeen Asset Management March 2013 - February 2014
Skills
Credit Analysis, High Yield, Investment Grade, Fixed Income, Credit, Bonds, Investments, Asset Management, Valuation
Education
University of Michigan 2004 — 2008
Jared Marks, CFA Jared Marks, CFA's Aberdeen Asset Management Experience October 2014 - Present
Job Assistant Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management October 2014 - Present
Aberdeen Asset Management May 2012 - September 2014
Aberdeen Asset Management July 2011 - May 2012
Skills
Bloomberg, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Investments, Mutual Funds, Equity Valuation, Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc), Economics
Aberdeen Asset Management October 2014 - Present
Aberdeen Asset Management May 2012 - September 2014
Aberdeen Asset Management July 2011 - May 2012
Skills
Bloomberg, Asset Management, Investment Management, Equities, Equity Research, Portfolio Management, Investments, Mutual Funds, Equity Valuation, Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc), Economics
Jackson Vaughan's Aberdeen Asset Management Experience June 2014 - August 2014
Job IBM Watson | BlueSpark Development Program
Industry Computer Software
Experience
IBM - Watson September 2015 - Present
Aquavit Pharmaceuticals, Inc June 2015 - July 2015
Whim LLC February 2013 - April 2015
Aberdeen Asset Management June 2014 - August 2014
Ministry of Foreign Affairs of the Republic of Kosovo May 2013 - July 2013
New York University October 2011 - May 2013
Bliss & Glennon, Inc. July 2012 - August 2012
Napoli Bern Ripka LLP May 2012 - June 2012
Bunkered Paintball January 2008 - June 2011
Skills
PowerPoint, Sales, Microsoft Word, Social Media, Project Management, Fundraising, Public Speaking, Research, Microsoft Office, Customer Service, Microsoft Excel, Data Analysis, Data Entry, File Management, Social Networking, Business Development, Facebook, Mac, Outlook, Adobe Acrobat, Management, Start-ups
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (BS), Global Business Major Business Economics Major Social Entrepreneurship Minor
University of Melbourne 2014 — 2014
Spring 2014 Exchange Student, Commerce
American International School of Mozambique 2007 — 2011
International Baccalaureate, HL English; HL Economics; HL History; SL Portuguese; SL Chemistry; SL Mathematics
IBM - Watson September 2015 - Present
Aquavit Pharmaceuticals, Inc June 2015 - July 2015
Whim LLC February 2013 - April 2015
Aberdeen Asset Management June 2014 - August 2014
Ministry of Foreign Affairs of the Republic of Kosovo May 2013 - July 2013
New York University October 2011 - May 2013
Bliss & Glennon, Inc. July 2012 - August 2012
Napoli Bern Ripka LLP May 2012 - June 2012
Bunkered Paintball January 2008 - June 2011
Skills
PowerPoint, Sales, Microsoft Word, Social Media, Project Management, Fundraising, Public Speaking, Research, Microsoft Office, Customer Service, Microsoft Excel, Data Analysis, Data Entry, File Management, Social Networking, Business Development, Facebook, Mac, Outlook, Adobe Acrobat, Management, Start-ups
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (BS), Global Business Major Business Economics Major Social Entrepreneurship Minor
University of Melbourne 2014 — 2014
Spring 2014 Exchange Student, Commerce
American International School of Mozambique 2007 — 2011
International Baccalaureate, HL English; HL Economics; HL History; SL Portuguese; SL Chemistry; SL Mathematics
John Sacks-Wilner John Sacks-Wilner's Aberdeen Asset Management Experience March 2014 - June 2015
Job CEO of Property Management Redefined, using a multilayered strategy to drive client satisfaction.
Industry Financial Services
Experience
Property Management Redefined August 2015 - Present
Aberdeen Asset Management March 2014 - June 2015
Aberdeen Asset Management September 2011 - March 2014
Aberdeen Asset Management September 2008 - September 2011
Skills
Finance, Accounting, Series 7, Financial Accounting, Accruals, Account Reconciliation, Fund Administration, Bloomberg Terminal, Internal Controls, Financial Risk, Series 66, Microsoft Office, Bloomberg, Mutual Funds, System Administration, System Deployment, Client Relationships..., Client Services, CRM, Salesforce.com
Education
University of Pittsburgh 2003 — 2007
BS, Accounting, Finance
University of Pittsburgh 2003 — 2007
Bachelor of Science (B.S.)
Property Management Redefined August 2015 - Present
Aberdeen Asset Management March 2014 - June 2015
Aberdeen Asset Management September 2011 - March 2014
Aberdeen Asset Management September 2008 - September 2011
Skills
Finance, Accounting, Series 7, Financial Accounting, Accruals, Account Reconciliation, Fund Administration, Bloomberg Terminal, Internal Controls, Financial Risk, Series 66, Microsoft Office, Bloomberg, Mutual Funds, System Administration, System Deployment, Client Relationships..., Client Services, CRM, Salesforce.com
Education
University of Pittsburgh 2003 — 2007
BS, Accounting, Finance
University of Pittsburgh 2003 — 2007
Bachelor of Science (B.S.)
Dennis Coulter's Aberdeen Asset Management Experience June 2015 - August 2015
Job Summer Analyst at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - August 2015
AtlantiCare June 2013 - August 2014
Skills
Access, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Mainland Regional High School 2008 — 2012
Aberdeen Asset Management June 2015 - August 2015
AtlantiCare June 2013 - August 2014
Skills
Access, Microsoft Word
Education
University of Notre Dame - Mendoza College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Mainland Regional High School 2008 — 2012
Kristin Swinehart's Aberdeen Asset Management Experience June 2015 - Present
Job Marketing Assistant Closed End Funds at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management November 2012 - Present
Aberdeen Asset Management May 2011 - Present
University of Pittsburgh Office of Student Employment and Placement Assistance September 2009 - April 2011
Kenn Spinrad, Inc. May 2010 - August 2010
The School District of Philadelphia April 2009 - August 2009
Stradley Ronon May 2008 - August 2008
Skills
Business Development, Marketing, Public and Professional..., Social Media, Public Speaking, Fundraising, Event Planning, Microsoft Excel, Event Management, PowerPoint, Advertising, Microsoft Office, Leadership, Strategic Planning, Microsoft Word, Public Relations, Marketing Communications, Market Research, Time Management, Higher Education, Project Management, Research, Recruiting, RFP
Education
University of Pittsburgh 2007 — 2011
Bachelors, Political Science Major; Economics Minor; Public and Professional Writing; Spanish Concentration
Council Rock North 2003 — 2007
Aberdeen Asset Management June 2015 - Present
Aberdeen Asset Management November 2012 - Present
Aberdeen Asset Management May 2011 - Present
University of Pittsburgh Office of Student Employment and Placement Assistance September 2009 - April 2011
Kenn Spinrad, Inc. May 2010 - August 2010
The School District of Philadelphia April 2009 - August 2009
Stradley Ronon May 2008 - August 2008
Skills
Business Development, Marketing, Public and Professional..., Social Media, Public Speaking, Fundraising, Event Planning, Microsoft Excel, Event Management, PowerPoint, Advertising, Microsoft Office, Leadership, Strategic Planning, Microsoft Word, Public Relations, Marketing Communications, Market Research, Time Management, Higher Education, Project Management, Research, Recruiting, RFP
Education
University of Pittsburgh 2007 — 2011
Bachelors, Political Science Major; Economics Minor; Public and Professional Writing; Spanish Concentration
Council Rock North 2003 — 2007
Steve Caggiano's Aberdeen Asset Management Experience July 2012 - March 2013
Job Legal Intern at Aberdeen Asset Management
Industry Law Practice
Experience
Villanova University School of Law Legal InternAberdeen Asset ManagementMay 2015 - Present
PIMCO April 2013 - May 2014
Aberdeen Asset Management July 2012 - March 2013
Aberdeen Asset Management July 2011 - June 2012
Aberdeen Asset Management June 2010 - November 2010
Wilmington Trust June 2009 - August 2009
Skills
Asset Management, Bloomberg, Business Development, Mutual Funds, Investments, Private Equity, FINRA, Equities, Financial Services, Hedge Funds
Education
Villanova University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2008 — 2011
B.A., Philosophy, Politics, and Economics
Archbishop John Carroll
Villanova University School of Law Legal InternAberdeen Asset ManagementMay 2015 - Present
PIMCO April 2013 - May 2014
Aberdeen Asset Management July 2012 - March 2013
Aberdeen Asset Management July 2011 - June 2012
Aberdeen Asset Management June 2010 - November 2010
Wilmington Trust June 2009 - August 2009
Skills
Asset Management, Bloomberg, Business Development, Mutual Funds, Investments, Private Equity, FINRA, Equities, Financial Services, Hedge Funds
Education
Villanova University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2008 — 2011
B.A., Philosophy, Politics, and Economics
Archbishop John Carroll
Maria Eugenia Cordova's Aberdeen Asset Management Experience April 2013 - April 2015
Job Sales Manager US
Industry Financial Services
Experience
Henderson Global Investors June 2015 - Present
Aberdeen Asset Management April 2013 - April 2015
Franklin Templeton Investments June 2011 - March 2013
JPMorgan Chase March 2007 - September 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Hedge Funds, Investments, Asset Managment, Series 7, Series 63, Series 65, Equities, Fixed Income, Portfolio Management, Asset Management, Securities
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Henderson Global Investors June 2015 - Present
Aberdeen Asset Management April 2013 - April 2015
Franklin Templeton Investments June 2011 - March 2013
JPMorgan Chase March 2007 - September 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Hedge Funds, Investments, Asset Managment, Series 7, Series 63, Series 65, Equities, Fixed Income, Portfolio Management, Asset Management, Securities
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Ryan Kirk, CFA's Aberdeen Asset Management Experience June 2008 - December 2008
Job Portfolio Manager at NewSquare Capital, LLC
Industry Investment Management
Experience
NewSquare Capital, LLC January 2010 - Present
Creative Financial Group August 2009 - December 2009
Aberdeen Asset Management June 2008 - December 2008
Education
University of Scranton 2004 — 2008
NewSquare Capital, LLC January 2010 - Present
Creative Financial Group August 2009 - December 2009
Aberdeen Asset Management June 2008 - December 2008
Education
University of Scranton 2004 — 2008
Ashley Nise's Aberdeen Asset Management Experience March 2007 - Present
Job Client Relations Business Development
Industry Financial Services
Experience
Aberdeen Asset Management March 2007 - Present
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Aberdeen Asset Management March 2007 - Present
Education
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Derrick Alvarez's Aberdeen Asset Management Experience July 2008 - November 2008
Job Risk Analyst II at Radian
Industry Financial Services
Experience
Radian March 2013 - Present
Radian September 2011 - March 2013
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Aberdeen Asset Management July 2008 - November 2008
UBS Financial January 2008 - April 2008
Skills
Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, SAS, Loan Portfolio Analysis, Strategy, Financial Risk, MS Excel, Budgets, Asset Allocation, Investments, Economics, Portfolio Performance..., Oracle, SEO, Writing, Social Media Marketing, Web Development, Mortgage Insurance
Education
University of Pittsburgh 2003 — 2008
Business Administration degree, Marketing and Finance; International Business Certification
Radian March 2013 - Present
Radian September 2011 - March 2013
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Aberdeen Asset Management July 2008 - November 2008
UBS Financial January 2008 - April 2008
Skills
Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, SAS, Loan Portfolio Analysis, Strategy, Financial Risk, MS Excel, Budgets, Asset Allocation, Investments, Economics, Portfolio Performance..., Oracle, SEO, Writing, Social Media Marketing, Web Development, Mortgage Insurance
Education
University of Pittsburgh 2003 — 2008
Business Administration degree, Marketing and Finance; International Business Certification
Stuart Quint's Aberdeen Asset Management Experience October 2003 - February 2010
Job Investment Manager at Aberdeen Asset Management
Industry Financial Services
Experience
Brinker Capital February 2010 - Present
Aberdeen Asset Management October 2003 - February 2010
Montgomery Asset Management 1993 - 1999
Education
University of Pennsylvania 1986 — 1990
B.A., Russian
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. and B.A., Economics, Russian
Brinker Capital February 2010 - Present
Aberdeen Asset Management October 2003 - February 2010
Montgomery Asset Management 1993 - 1999
Education
University of Pennsylvania 1986 — 1990
B.A., Russian
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. and B.A., Economics, Russian
Caroline Barotti's Aberdeen Asset Management Experience September 2015 - Present
Job Senior Compliance Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management September 2015 - Present
Aberdeen Asset Management October 2014 - August 2015
Aberdeen Asset Management September 2013 - September 2014
T Rowe Price July 2009 - August 2013
T. Rowe Price September 2008 - July 2009
State Street August 2007 - August 2008
Vanguard June 2005 - August 2007
Skills
Mutual Funds, Fixed Income, Derivatives, Investment Compliance, Charles River IMS, DBVisualizer, Valuation, Bloomberg, Investments, Equities, Asset Management, Financial Services, Securities, Portfolio Management, Risk Management
Education
University of Maryland College Park 2001 — 2005
BS, Finance
Aberdeen Asset Management September 2015 - Present
Aberdeen Asset Management October 2014 - August 2015
Aberdeen Asset Management September 2013 - September 2014
T Rowe Price July 2009 - August 2013
T. Rowe Price September 2008 - July 2009
State Street August 2007 - August 2008
Vanguard June 2005 - August 2007
Skills
Mutual Funds, Fixed Income, Derivatives, Investment Compliance, Charles River IMS, DBVisualizer, Valuation, Bloomberg, Investments, Equities, Asset Management, Financial Services, Securities, Portfolio Management, Risk Management
Education
University of Maryland College Park 2001 — 2005
BS, Finance
Judy Convey's Aberdeen Asset Management Experience November 2011 - Present
Job
Industry Financial Services
Experience
Aberdeen Asset Management November 2011 - Present
SEI 2005 - September 2012
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 2001 — 2005
B.S., Finance
Penncrest High School
Aberdeen Asset Management November 2011 - Present
SEI 2005 - September 2012
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 2001 — 2005
B.S., Finance
Penncrest High School
Timothy Kraus's Aberdeen Asset Management Experience October 1999 - January 2009
Job Head Trader at AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC March 2009 - Present
Aberdeen Asset Management October 1999 - January 2009
Gartmore 2002 - 2006
UAM Shareholder Services 1998 - 1999
Skills
Equities
Education
University of Notre Dame 1991 — 1995
BA, Psychology
Colerain High School
Colerain High School
AlphaOne Capital Partners LLC March 2009 - Present
Aberdeen Asset Management October 1999 - January 2009
Gartmore 2002 - 2006
UAM Shareholder Services 1998 - 1999
Skills
Equities
Education
University of Notre Dame 1991 — 1995
BA, Psychology
Colerain High School
Colerain High School
Grace Schaffer's Aberdeen Asset Management Experience January 2001 - June 2009
Job Fixed Income Portfolio Manager at The Swarthmore Group
Industry Investment Management
Experience
The Swarthmore Group January 2010 - Present
Aberdeen Asset Management January 2001 - June 2009
FNX Limited 1997 - 2000
Skills
High Yield, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Risk Management, Credit, Trading, Asset Management, Trading Systems, Financial Risk, Banking, Finance, Fixed Income Analysis, Bloomberg, Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1997
MBA, Finance
University of International Relations 1991 — 1995
BA, International Economics
The Swarthmore Group January 2010 - Present
Aberdeen Asset Management January 2001 - June 2009
FNX Limited 1997 - 2000
Skills
High Yield, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Risk Management, Credit, Trading, Asset Management, Trading Systems, Financial Risk, Banking, Finance, Fixed Income Analysis, Bloomberg, Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1997
MBA, Finance
University of International Relations 1991 — 1995
BA, International Economics
Bill Bellinzoni, CFA's Aberdeen Asset Management Experience 2006 - Present
Job Senior Investment Manager
Industry Banking
Experience
Aberdeen Asset Management 2006 - Present
Deutsche Asset Management 2000 - 2006
JPMorgan Chase 1999 - 2000
Skills
High Yield, Credit, Investments, Financial Modeling, Relative Value, Fixed Income, Bonds, Financial Analysis, Leveraged Finance, Loans, Bloomberg, Credit Analysis, Healthcare, CDS, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS in Business Administration, Finance & Economics
Aberdeen Asset Management 2006 - Present
Deutsche Asset Management 2000 - 2006
JPMorgan Chase 1999 - 2000
Skills
High Yield, Credit, Investments, Financial Modeling, Relative Value, Fixed Income, Bonds, Financial Analysis, Leveraged Finance, Loans, Bloomberg, Credit Analysis, Healthcare, CDS, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS in Business Administration, Finance & Economics
Joe McFadden, CFA's Aberdeen Asset Management Experience November 2010 - Present
Job Equity Investment Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management November 2010 - Present
Aberdeen Asset Management January 2006 - November 2010
Eagle Asset Management February 2000 - December 2005
Raymond James October 1992 - January 2000
Eagle Asset Management September 1990 - September 1992
Skills
Equities, Portfolio Management
Education
The University of Chicago 1996 — 1999
MBA, Accounting, Finance
University of South Florida 1988 — 1990
BA, Finance, Economics
Aberdeen Asset Management November 2010 - Present
Aberdeen Asset Management January 2006 - November 2010
Eagle Asset Management February 2000 - December 2005
Raymond James October 1992 - January 2000
Eagle Asset Management September 1990 - September 1992
Skills
Equities, Portfolio Management
Education
The University of Chicago 1996 — 1999
MBA, Accounting, Finance
University of South Florida 1988 — 1990
BA, Finance, Economics
Anthony Italiano, CFA's Aberdeen Asset Management Experience October 2007 - December 2010
Job Quantitative Analyst at Pyramis Global Advisors
Industry Investment Management
Experience
Pyramis Global Advisors September 2011 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments August 2004 - October 2007
Galaxy Scientific June 2000 - August 2004
Education
Villanova University
MBA, Finance
University of Rhode Island
BS, Business Administration; Management Science and Information Systems
Pyramis Global Advisors September 2011 - Present
Aberdeen Asset Management October 2007 - December 2010
Gartmore Global Investments August 2004 - October 2007
Galaxy Scientific June 2000 - August 2004
Education
Villanova University
MBA, Finance
University of Rhode Island
BS, Business Administration; Management Science and Information Systems
Andrew Pon's Aberdeen Asset Management Experience June 2012 - August 2012
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - Present
Cognizant Technology Solutions June 2013 - June 2015
UBS Investment Bank June 2013 - June 2015
Aberdeen Asset Management June 2012 - August 2012
caseable June 2011 - August 2011
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentrations in Finance & Entrepreneurial Management
The Chinese University of Hong Kong
J.P. Morgan June 2015 - Present
Cognizant Technology Solutions June 2013 - June 2015
UBS Investment Bank June 2013 - June 2015
Aberdeen Asset Management June 2012 - August 2012
caseable June 2011 - August 2011
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentrations in Finance & Entrepreneurial Management
The Chinese University of Hong Kong
Janelle Hawes's Aberdeen Asset Management Experience April 2012 - November 2013
Job Experienced Internal Auditor with expertise in Financial Services Industry
Industry Investment Management
Experience
Aberdeen Asset Management April 2012 - November 2013
BNY Mellon March 2010 - April 2012
Federated Investors, Inc. August 2006 - October 2007
Louis Plung & Company, LLP January 2006 - June 2006
Skills
Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SOX 404, US GAAP, Internal & External..., IFRS, SOX Compliancy, Leadership, Supervision, Employee Training, Hands-on Training, Data Analysis, Report Writing, Customer Service, Sarbanes-Oxley Act
Education
University of Miami 2002 — 2005
Bachelor's of Business Administration, Accounting and Finance
Aberdeen Asset Management April 2012 - November 2013
BNY Mellon March 2010 - April 2012
Federated Investors, Inc. August 2006 - October 2007
Louis Plung & Company, LLP January 2006 - June 2006
Skills
Internal Audit, Internal Controls, Process Improvement, Risk Assessment, Risk Management, SOX 404, US GAAP, Internal & External..., IFRS, SOX Compliancy, Leadership, Supervision, Employee Training, Hands-on Training, Data Analysis, Report Writing, Customer Service, Sarbanes-Oxley Act
Education
University of Miami 2002 — 2005
Bachelor's of Business Administration, Accounting and Finance
Derek Jia's Aberdeen Asset Management Experience July 2010 - August 2010
Job Options Trader at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) August 2011 - January 2015
Aberdeen Asset Management July 2010 - August 2010
Skills
Options, Trading, Fixed Income, Portfolio Management, Finance, Trading Strategies, Securities, Equities, Investments, Derivatives
Education
University of Pennsylvania 2007 — 2011
Bachelor's Degree, Mathematics
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's Degree, Finance
Susquehanna International Group, LLP (SIG) August 2011 - January 2015
Aberdeen Asset Management July 2010 - August 2010
Skills
Options, Trading, Fixed Income, Portfolio Management, Finance, Trading Strategies, Securities, Equities, Investments, Derivatives
Education
University of Pennsylvania 2007 — 2011
Bachelor's Degree, Mathematics
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's Degree, Finance
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group