Adams Harkness
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Adams Harkness Employees
Employee
Years
Job
Industry
Douglas G. Maurer, CFA Douglas G. Maurer, CFA's Adams Harkness Experience 1998 - 2000
Job Equity Portfolio/Product Manager at Value Line
Industry Financial Services
Experience
Value Line 2009 - Present
Value Line 2005 - 2009
Soleil Securities 2003 - 2005
Bluestone Capital 2000 - 2002
Adams Harkness 1998 - 2000
Skills
Investments, Options, Marketing, Bonds, Stocks, Equity Research, Equities, Bloomberg, Portfolio Management, Valuation, Fixed Income, Financial Modeling, Finance, Mutual Funds, Hedge Funds, Asset Management, Capital Markets
Education
Northwestern University
MM
University of Wisconsin-Madison
MBA, Finance, Investments, and Banking
Value Line 2009 - Present
Value Line 2005 - 2009
Soleil Securities 2003 - 2005
Bluestone Capital 2000 - 2002
Adams Harkness 1998 - 2000
Skills
Investments, Options, Marketing, Bonds, Stocks, Equity Research, Equities, Bloomberg, Portfolio Management, Valuation, Fixed Income, Financial Modeling, Finance, Mutual Funds, Hedge Funds, Asset Management, Capital Markets
Education
Northwestern University
MM
University of Wisconsin-Madison
MBA, Finance, Investments, and Banking
Kristina Henneberg Kristina Henneberg's Adams Harkness Experience October 1996 - June 1999
Job Financial Report Editor at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments March 2014 - Present
Consultant January 2010 - Present
OTC Financial Network June 1999 - December 2009
ValueRich, Inc. 2006 - 2008
Adams Harkness October 1996 - June 1999
Computershare US 1994 - 1996
Skills
Advertising, Publishing, Copywriting, Editorial Consulting, Project Management, Project Planning, Marketing Strategy, Marketing Communications, Corporate Communications, Investor Relations, Creative Writing, Social Media, Social Media Marketing, Press Releases, Executive-level..., Web Content, Web Marketing Strategy, Business Planning, Marketing, Content Strategy, E-commerce, Strategy, Editorial, Editing, Start-ups, Management, Magazines, SEO, Public Relations, Leadership, Creative Direction, Email Marketing, Copy Editing
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Honors
University of Massachusetts, Amherst
BBA, Marketing
Putnam Investments March 2014 - Present
Consultant January 2010 - Present
OTC Financial Network June 1999 - December 2009
ValueRich, Inc. 2006 - 2008
Adams Harkness October 1996 - June 1999
Computershare US 1994 - 1996
Skills
Advertising, Publishing, Copywriting, Editorial Consulting, Project Management, Project Planning, Marketing Strategy, Marketing Communications, Corporate Communications, Investor Relations, Creative Writing, Social Media, Social Media Marketing, Press Releases, Executive-level..., Web Content, Web Marketing Strategy, Business Planning, Marketing, Content Strategy, E-commerce, Strategy, Editorial, Editing, Start-ups, Management, Magazines, SEO, Public Relations, Leadership, Creative Direction, Email Marketing, Copy Editing
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Honors
University of Massachusetts, Amherst
BBA, Marketing
Dan Flaherty's Adams Harkness Experience January 2004 - December 2004
Job AVP, Manager of Media Relations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management August 2007 - Present
Evergreen Investments December 2004 - July 2007
Adams Harkness January 2004 - December 2004
Fidelity Investments May 1996 - January 2004
WTM Communications 1993 - 1994
Skills
Corporate Communications, Marketing Communications, Media Relations, Press Releases, Internal Communications
Education
Emerson College 1995 — 1997
BS in Speech Communication, Public Relations, Communications
Syracuse University 1992 — 1994
Public Relations
MFS Investment Management August 2007 - Present
Evergreen Investments December 2004 - July 2007
Adams Harkness January 2004 - December 2004
Fidelity Investments May 1996 - January 2004
WTM Communications 1993 - 1994
Skills
Corporate Communications, Marketing Communications, Media Relations, Press Releases, Internal Communications
Education
Emerson College 1995 — 1997
BS in Speech Communication, Public Relations, Communications
Syracuse University 1992 — 1994
Public Relations
John Marchetti's Adams Harkness Experience 2000 - 2005
Job Supervisory Analyst at Canaccord Genuity
Industry Financial Services
Experience
Canaccord Genuity Inc. 2006 - Present
Adams Harkness 2000 - 2005
Skills
Series 7, Series 16, Series 24, Editorial, Writing, Management, Project Management, Compliance, Equity Research, Equities, Investment Banking, Capital Markets, Venture Capital, FINRA, Series 63, Mergers & Acquisitions, Competitive Analysis, Strategy, Securities, Valuation, Hedge Funds, Investor Relations, Investments
Education
Boston University
B.S., Communications
Harvard University Extension School
M.A., History
Canaccord Genuity Inc. 2006 - Present
Adams Harkness 2000 - 2005
Skills
Series 7, Series 16, Series 24, Editorial, Writing, Management, Project Management, Compliance, Equity Research, Equities, Investment Banking, Capital Markets, Venture Capital, FINRA, Series 63, Mergers & Acquisitions, Competitive Analysis, Strategy, Securities, Valuation, Hedge Funds, Investor Relations, Investments
Education
Boston University
B.S., Communications
Harvard University Extension School
M.A., History
Peter Smyrak Peter Smyrak's Adams Harkness Experience 2004 - 2005
Job Investor Relations Consultant
Industry Capital Markets
Experience
NMN Advisors, Inc. 2011 - Present
Pacific Crest Securities 2005 - 2010
Adams Harkness 2004 - 2005
Solomon Smith Barney June 1999 - August 1999
Skills
Valuation, Private Equity, Corporate Finance, Investment Banking, Growth Capital, IPO, Securities, Financial Services
Education
University of San Diego
BA, Business Administration (Finance & Real Estate Concentration)
NMN Advisors, Inc. 2011 - Present
Pacific Crest Securities 2005 - 2010
Adams Harkness 2004 - 2005
Solomon Smith Barney June 1999 - August 1999
Skills
Valuation, Private Equity, Corporate Finance, Investment Banking, Growth Capital, IPO, Securities, Financial Services
Education
University of San Diego
BA, Business Administration (Finance & Real Estate Concentration)
Joseph Padovano Joseph Padovano's Adams Harkness Experience January 1989 - January 1999
Job Architectural Sales Representative at Window City Inc
Industry Consumer Services
Experience
Window City Inc May 2015 - Present
Mark Tirondola Painting Contractors April 2012 - April 2015
Cuttone & Co. Inc August 2010 - September 2011
KCCI, Ltd June 2006 - June 2010
508 Securities, Inc 2003 - 2006
UBS Warburg LLC January 1999 - January 2002
Adams Harkness January 1989 - January 1999
N.Y.S January 1987 - January 1989
Skills
Compliance Audits, Equity Trading, Series 7 Series 55 ..., Series 7 Series 15 ..., Series 63, Options, Securities, Equities, Trading, Electronic Trading, Hedge Funds, Bloomberg, Series 24, Financial Markets, Fixed Income, Derivatives, Investments, Trading Systems, ETFs, Alternative Investments, FINRA, Asset Management, Stocks
Education
Seton Hall University 1974 — 1978
Bachelor of Science, Business Finance
Seton Hall University 1974 — 1978
B.S, Business Administration; Business Finance
Glen Ridge High School 1970 — 1974
Window City Inc May 2015 - Present
Mark Tirondola Painting Contractors April 2012 - April 2015
Cuttone & Co. Inc August 2010 - September 2011
KCCI, Ltd June 2006 - June 2010
508 Securities, Inc 2003 - 2006
UBS Warburg LLC January 1999 - January 2002
Adams Harkness January 1989 - January 1999
N.Y.S January 1987 - January 1989
Skills
Compliance Audits, Equity Trading, Series 7 Series 55 ..., Series 7 Series 15 ..., Series 63, Options, Securities, Equities, Trading, Electronic Trading, Hedge Funds, Bloomberg, Series 24, Financial Markets, Fixed Income, Derivatives, Investments, Trading Systems, ETFs, Alternative Investments, FINRA, Asset Management, Stocks
Education
Seton Hall University 1974 — 1978
Bachelor of Science, Business Finance
Seton Hall University 1974 — 1978
B.S, Business Administration; Business Finance
Glen Ridge High School 1970 — 1974
Sean McCabe Sean McCabe's Adams Harkness Experience 2001 - 2001
Job Board of Managers at Westerly Wind
Industry Renewables & Environment
Experience
Westerly Wind November 2014 - Present
Wolverine Ventures January 2013 - Present
Westerly Wind January 2011 - July 2015
Duke Energy Renewables September 2008 - December 2010
Catamount Energy Corporation June 2004 - September 2008
Adams Harkness 2001 - 2001
Streamline June 1999 - December 2000
Nativity Preparatory School August 1998 - June 1999
Goldman Sachs 1996 - 1998
Skills
Renewable Energy, Wind, Energy, Project Management, Biofuels, Investments, Due Diligence, Management, Alternative Energy, Finance, Cleantech, Energy Policy, Mergers & Acquisitions, Solar Energy, Business Strategy, Start-ups, Portfolio Management, Sustainable Energy, Photovoltaics, Energy Efficiency, Business Development, Clean Technology, Strategy, Financial Modeling, Construction, GIS, Project Finance
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
College of the Holy Cross 1992 — 1996
BA, Economics
The Roxbury Latin School 1988 — 1992
Westerly Wind November 2014 - Present
Wolverine Ventures January 2013 - Present
Westerly Wind January 2011 - July 2015
Duke Energy Renewables September 2008 - December 2010
Catamount Energy Corporation June 2004 - September 2008
Adams Harkness 2001 - 2001
Streamline June 1999 - December 2000
Nativity Preparatory School August 1998 - June 1999
Goldman Sachs 1996 - 1998
Skills
Renewable Energy, Wind, Energy, Project Management, Biofuels, Investments, Due Diligence, Management, Alternative Energy, Finance, Cleantech, Energy Policy, Mergers & Acquisitions, Solar Energy, Business Strategy, Start-ups, Portfolio Management, Sustainable Energy, Photovoltaics, Energy Efficiency, Business Development, Clean Technology, Strategy, Financial Modeling, Construction, GIS, Project Finance
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
College of the Holy Cross 1992 — 1996
BA, Economics
The Roxbury Latin School 1988 — 1992
Scott Van Winkle Scott Van Winkle's Adams Harkness Experience February 1999 - January 2006
Job Managing Director at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity (formerly Canaccord Adams) January 2006 - Present
Adams Harkness February 1999 - January 2006
Raymond James June 1996 - December 1998
Education
University of South Florida 1989 — 1996
BS, Business
Canaccord Genuity (formerly Canaccord Adams) January 2006 - Present
Adams Harkness February 1999 - January 2006
Raymond James June 1996 - December 1998
Education
University of South Florida 1989 — 1996
BS, Business
Jeffrey Longnecker Jeffrey Longnecker's Adams Harkness Experience March 1999 - April 2001
Job Director at DivcoWest
Industry Real Estate
Experience
DivcoWest July 2012 - Present
Clarion Partners December 2001 - July 2012
Adams Harkness March 1999 - April 2001
Education
Dartmouth College 1993 — 1997
A.B, History
DivcoWest July 2012 - Present
Clarion Partners December 2001 - July 2012
Adams Harkness March 1999 - April 2001
Education
Dartmouth College 1993 — 1997
A.B, History
Timothy D. Leland Timothy D. Leland's Adams Harkness Experience June 1998 - August 2001
Job Private Equity and Investment Banking Professional
Industry Venture Capital & Private Equity
Experience
Twain Financial Partners August 2014 - May 2015
TGP Investments, L.L.C. January 2011 - March 2014
First National Investment Banking January 2009 - July 2010
Stonebridge Associates, LLC March 2005 - August 2008
Carlin, Charron & Rosen, LLP January 2002 - December 2004
Adams Harkness June 1998 - August 2001
NationsBank NA July 1996 - June 1998
Skills
Capital Raising, Mergers, Business Development, Corporate Finance, Private Placements, M&A experience, Mergers & Acquisitions, Buyouts, New Business Development, Business Strategy, Business Planning, Capital, Growth Capital, Strategy, Venture Capital, Start-ups, Corporate Development, Private Equity, Acquisitions, Management, LBO, Investments, Equities, Portfolio Management, Financial Modeling, Business Valuation, Valuation, Executive Management, Due Diligence, Deal Sourcing, Leveraged Finance, Restructuring, Investment Banking, Divestitures, Mezzanine, Middle Market, Financial Structuring, IPO, Funding, Capital Structure, Investor Relations, Deal Execution, Acquisition Integration, Emerging Markets, Angel Investing, M&A execution, Debt Restructuring, Venture Financing, Sell Side, Exit Strategies
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance; Strategy
Bowdoin College 1985 — 1989
Bachelor of Arts, English; Government (Double Major)
Twain Financial Partners August 2014 - May 2015
TGP Investments, L.L.C. January 2011 - March 2014
First National Investment Banking January 2009 - July 2010
Stonebridge Associates, LLC March 2005 - August 2008
Carlin, Charron & Rosen, LLP January 2002 - December 2004
Adams Harkness June 1998 - August 2001
NationsBank NA July 1996 - June 1998
Skills
Capital Raising, Mergers, Business Development, Corporate Finance, Private Placements, M&A experience, Mergers & Acquisitions, Buyouts, New Business Development, Business Strategy, Business Planning, Capital, Growth Capital, Strategy, Venture Capital, Start-ups, Corporate Development, Private Equity, Acquisitions, Management, LBO, Investments, Equities, Portfolio Management, Financial Modeling, Business Valuation, Valuation, Executive Management, Due Diligence, Deal Sourcing, Leveraged Finance, Restructuring, Investment Banking, Divestitures, Mezzanine, Middle Market, Financial Structuring, IPO, Funding, Capital Structure, Investor Relations, Deal Execution, Acquisition Integration, Emerging Markets, Angel Investing, M&A execution, Debt Restructuring, Venture Financing, Sell Side, Exit Strategies
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance; Strategy
Bowdoin College 1985 — 1989
Bachelor of Arts, English; Government (Double Major)
Curtis Thom Curtis Thom's Adams Harkness Experience July 1999 - June 2003
Job Managing Director of Institutional Equities at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Roth Capital Partners September 2014 - Present
Roth Capital Partners September 2011 - Present
Gleacher & company November 2007 - August 2011
WR Hambrecht + Co June 2005 - November 2007
Sanders Morris Harris August 2003 - June 2005
Adams Harkness July 1999 - June 2003
EVEREN August 1997 - June 1999
Raymond James & Associates, Inc 1996 - 1996
Pitney Bowes July 1993 - December 1995
PwC September 1991 - July 1993
Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1987 — 1991
BS, Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
business
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (BS), accounting
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science (BS), Accounting
Gordon Szerlip's Adams Harkness Experience 1994 - 2004
Job Financial Professional at New York Life
Industry Financial Services
Experience
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
Adam Neale's Adams Harkness Experience January 1999 - April 2002
Job President/Owner of Soil, Water, & Air Technologies (S.W.A.T. Environmental)
Industry Environmental Services
Experience
Jefferies LLC May 2002 - January 2011
Adams Harkness January 1999 - April 2002
Skills
Start-ups, Entrepreneurship, Cleantech, Strategic Partnerships, Venture Capital, Corporate Development, Strategy, Asset Management, Valuation, Financial Modeling, Business Strategy, Customer Service, Management Consulting, Risk Management, Business Development, Strategic Planning, Equities, Corporate Finance, Capital Markets, Infrastructure, Management, New Business Development, Radon Mitigation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University 1991 — 1995
Bachelor's degree, Environmental Analysis & Policy
Jefferies LLC May 2002 - January 2011
Adams Harkness January 1999 - April 2002
Skills
Start-ups, Entrepreneurship, Cleantech, Strategic Partnerships, Venture Capital, Corporate Development, Strategy, Asset Management, Valuation, Financial Modeling, Business Strategy, Customer Service, Management Consulting, Risk Management, Business Development, Strategic Planning, Equities, Corporate Finance, Capital Markets, Infrastructure, Management, New Business Development, Radon Mitigation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University 1991 — 1995
Bachelor's degree, Environmental Analysis & Policy
Christopher Kochenbach Christopher Kochenbach's Adams Harkness Experience 2003 - 2005
Job Senior Technical Support Engineer at Adobe
Industry Computer Software
Experience
Adobe April 2015 - Present
Nuance Communications December 2013 - April 2015
Varolii February 2012 - June 2013
IBM 2010 - 2011
Sterling Commerce an AT&T company 2006 - 2010
Massachusetts Dietetic Association 2006 - 2010
Yantra Corporation 2005 - 2006
Au Bon Pain Corporation 2003 - 2005
Adams Harkness 2003 - 2005
Seyfarth Shaw 2003 - 2005
Skills
SQL, Enterprise Software, Integration, Microsoft SQL Server, Oracle, Weblogic, SOA, Technical Support, Professional Services, SaaS, JavaScript, XML, HTML, CSS, XSLT, XPath, Java, Swing, C++, JSP, Websphere, WebSphere MQ, DB2, JBoss Application Server, Tomcat, JMS, Web Services, WSDL, SOAP, SSO, LDAP, Ant, Software Development, SDLC, Software Project..., Software Documentation, Process Improvement, Training, Quality Assurance, Unix, Linux, Windows, Eclipse, Salesforce.com, VSS, Confluence, Microsoft Office, Perl, Java Enterprise Edition
Education
Northeastern University 1984 — 1989
BS, Computer Science
Adobe April 2015 - Present
Nuance Communications December 2013 - April 2015
Varolii February 2012 - June 2013
IBM 2010 - 2011
Sterling Commerce an AT&T company 2006 - 2010
Massachusetts Dietetic Association 2006 - 2010
Yantra Corporation 2005 - 2006
Au Bon Pain Corporation 2003 - 2005
Adams Harkness 2003 - 2005
Seyfarth Shaw 2003 - 2005
Skills
SQL, Enterprise Software, Integration, Microsoft SQL Server, Oracle, Weblogic, SOA, Technical Support, Professional Services, SaaS, JavaScript, XML, HTML, CSS, XSLT, XPath, Java, Swing, C++, JSP, Websphere, WebSphere MQ, DB2, JBoss Application Server, Tomcat, JMS, Web Services, WSDL, SOAP, SSO, LDAP, Ant, Software Development, SDLC, Software Project..., Software Documentation, Process Improvement, Training, Quality Assurance, Unix, Linux, Windows, Eclipse, Salesforce.com, VSS, Confluence, Microsoft Office, Perl, Java Enterprise Edition
Education
Northeastern University 1984 — 1989
BS, Computer Science
Rick Faust, CFA Rick Faust, CFA's Adams Harkness Experience 1999 - 2003
Job President at Faust Capital Management, LLC
Industry Investment Management
Experience
Faust Capital Management, LLC 2009 - Present
Collins Stewart June 2006 - December 2007
C.E. Unterberg, Towbin March 2005 - June 2006
A.G. Edwards 2003 - 2004
Adams Harkness 1999 - 2003
Kaufman Bros. 1997 - 1999
Skills
Equities, Portfolio Management, Semiconductors, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
MSEE, Digital Signal Processing
Cornell University 1982 — 1986
BS, Electrical Engineering
Faust Capital Management, LLC 2009 - Present
Collins Stewart June 2006 - December 2007
C.E. Unterberg, Towbin March 2005 - June 2006
A.G. Edwards 2003 - 2004
Adams Harkness 1999 - 2003
Kaufman Bros. 1997 - 1999
Skills
Equities, Portfolio Management, Semiconductors, Equity Research
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign 1986 — 1988
MSEE, Digital Signal Processing
Cornell University 1982 — 1986
BS, Electrical Engineering
Scott Cummings Scott Cummings's Adams Harkness Experience 1995 - 1998
Job Owner Agile Asset Management
Industry Investment Management
Experience
Agile Asset Management 2013 - Present
Agile Asset Management LLC 1999 - 2010
Volpe Brown Whelan & Company, LLC January 1998 - September 1998
Adams Harkness 1995 - 1998
Volpe Welty & Company 1989 - 1995
Robertson Stephens Colman & Woodman 1980 - 1989
Skills
Portfolio Management, Institutional..., Executive Management, Due Diligence, Hedge Funds, Equities, Trading, Investment Banking, Coaching, Private Equity, Management, Investments, Alternative Investments, Mergers & Acquisitions
Education
Brown University
AB Public Policymaking, independent major
Agile Asset Management 2013 - Present
Agile Asset Management LLC 1999 - 2010
Volpe Brown Whelan & Company, LLC January 1998 - September 1998
Adams Harkness 1995 - 1998
Volpe Welty & Company 1989 - 1995
Robertson Stephens Colman & Woodman 1980 - 1989
Skills
Portfolio Management, Institutional..., Executive Management, Due Diligence, Hedge Funds, Equities, Trading, Investment Banking, Coaching, Private Equity, Management, Investments, Alternative Investments, Mergers & Acquisitions
Education
Brown University
AB Public Policymaking, independent major
Chaz Bertrand Chaz Bertrand's Adams Harkness Experience 2003 - 2006
Job Managing Director at Breakaway
Industry Venture Capital & Private Equity
Experience
Breakaway February 2015 - Present
RockHopper Group LLC 2006 - 2014
Adams Harkness 2003 - 2006
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Mergers, Due Diligence, Management, Marketing Strategy, Corporate Development, Strategic Planning, Investments, Financial Modeling, Strategy
Education
Naval Diving & Salvage Training Center 1996 — 1996
Basic Dive Officer Course
Harvard Business School
United States Naval Academy
Breakaway February 2015 - Present
RockHopper Group LLC 2006 - 2014
Adams Harkness 2003 - 2006
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Mergers, Due Diligence, Management, Marketing Strategy, Corporate Development, Strategic Planning, Investments, Financial Modeling, Strategy
Education
Naval Diving & Salvage Training Center 1996 — 1996
Basic Dive Officer Course
Harvard Business School
United States Naval Academy
Jonathan P. Gertler MD's Adams Harkness Experience 2001 - 2006
Job Managing Partner, CEO, Back Bay Life Science Advisors
Industry Management Consulting
Experience
Back Bay Life Science Advisors May 2010 - Present
Leerink Swann LLC June 2007 - April 2010
Leerink Swann June 2007 - July 2009
Adams Harkness 2001 - 2006
CardioVascular Technologies 1998 - 2001
Massachusetts General Hospital 1992 - 2001
SUNY-HSCB Division of Vascular Surgery 1988 - 1992
Yale University School of Medicine 1986 - 1987
Yale University School of Medicine 1986 - 1987
Yale University School of Medicine 1986 - 1987
Skills
Healthcare, Biotechnology, Life Sciences, Clinical, Emerging Markets, Due Diligence, Strategic Planning, Venture Capital, Mergers, Valuation, Private Equity, R&D, Mergers & Acquisitions, Corporate Development, Clinical Research, Commercialization, Lifesciences, Entrepreneurship, Start-ups, Business Strategy, Clinical Trials, Immunology, Strategy, Technology Transfer, Strategic Consulting, Medical Devices, Drug Development, Management Consulting, Pharmaceutical Industry, Clinical Development, Drug Discovery, Biopharmaceuticals, Oncology, Investment Banking, Hardware Diagnostics, Cross-functional Team..., Competitive Intelligence, Competitive Analysis, Consulting, Market Analysis, Analytics, Acquisition Integration, IPO, Management, Leadership, Business Development, Deal Execution
Education
Columbia University College of Physicians and Surgeons 1977 — 1981
MD, Medicine
Back Bay Life Science Advisors May 2010 - Present
Leerink Swann LLC June 2007 - April 2010
Leerink Swann June 2007 - July 2009
Adams Harkness 2001 - 2006
CardioVascular Technologies 1998 - 2001
Massachusetts General Hospital 1992 - 2001
SUNY-HSCB Division of Vascular Surgery 1988 - 1992
Yale University School of Medicine 1986 - 1987
Yale University School of Medicine 1986 - 1987
Yale University School of Medicine 1986 - 1987
Skills
Healthcare, Biotechnology, Life Sciences, Clinical, Emerging Markets, Due Diligence, Strategic Planning, Venture Capital, Mergers, Valuation, Private Equity, R&D, Mergers & Acquisitions, Corporate Development, Clinical Research, Commercialization, Lifesciences, Entrepreneurship, Start-ups, Business Strategy, Clinical Trials, Immunology, Strategy, Technology Transfer, Strategic Consulting, Medical Devices, Drug Development, Management Consulting, Pharmaceutical Industry, Clinical Development, Drug Discovery, Biopharmaceuticals, Oncology, Investment Banking, Hardware Diagnostics, Cross-functional Team..., Competitive Intelligence, Competitive Analysis, Consulting, Market Analysis, Analytics, Acquisition Integration, IPO, Management, Leadership, Business Development, Deal Execution
Education
Columbia University College of Physicians and Surgeons 1977 — 1981
MD, Medicine
Bridget O'Brien's Adams Harkness Experience March 1999 - December 2005
Job Vice President, Brand, Communications & Creative
Industry Marketing and Advertising
Experience
Vistaprint February 2010 - Present
Terametric March 2009 - May 2012
Shortbord September 2009 - September 2010
Fidelity Investments June 2007 - August 2009
Canaccord Genuity (formerly Adams Harkness) January 2006 - May 2007
Adams Harkness March 1999 - December 2005
Parametric Technology Corporation 1997 - 1999
Waters Corporation 1992 - 1997
Lehman Millet 1990 - 1992
Austin Knight Advertising 1985 - 1990
Skills
Branding, Integrated Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Business Development, Advertising, Content Strategy, Social Media, Leadership, E-commerce, Creative Direction, Strategy, Email Marketing, Relationship Marketing, Social Media Marketing, Analytics, Demand Generation, Direct Response, Public Relations, Digital Strategy, Community Building, Strategic Planning, Executive Management, Online Advertising
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education Program, Finance & Accounting
The University of Texas at Austin 1980 — 1985
BS, Communications
Vistaprint February 2010 - Present
Terametric March 2009 - May 2012
Shortbord September 2009 - September 2010
Fidelity Investments June 2007 - August 2009
Canaccord Genuity (formerly Adams Harkness) January 2006 - May 2007
Adams Harkness March 1999 - December 2005
Parametric Technology Corporation 1997 - 1999
Waters Corporation 1992 - 1997
Lehman Millet 1990 - 1992
Austin Knight Advertising 1985 - 1990
Skills
Branding, Integrated Marketing, Marketing Strategy, Direct Marketing, Marketing Communications, Business Development, Advertising, Content Strategy, Social Media, Leadership, E-commerce, Creative Direction, Strategy, Email Marketing, Relationship Marketing, Social Media Marketing, Analytics, Demand Generation, Direct Response, Public Relations, Digital Strategy, Community Building, Strategic Planning, Executive Management, Online Advertising
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education Program, Finance & Accounting
The University of Texas at Austin 1980 — 1985
BS, Communications
Tavia Malone Tavia Malone's Adams Harkness Experience October 2003 - December 2004
Job Office Manager at Freedom Trail Foundation
Industry Nonprofit Organization Management
Experience
Freedom Trail Foundation May 2005 - Present
Adams Harkness October 2003 - December 2004
Skills
Social Media, Public Speaking, Press Releases, Editing, Research, Event Planning, Microsoft Office, Marketing Communications, Fundraising, Nonprofits, Marketing, Volunteer Management, Email Marketing, Public Relations, Facebook, Community Outreach, Leadership, Event Management, Blogging, Marketing Strategy, Grant Writing, Social Networking
Education
Northeastern University 2003 — 2005
MA, History
Morningside College 1998 — 2002
BA, Mass Comm, History
Tracy Area High
Freedom Trail Foundation May 2005 - Present
Adams Harkness October 2003 - December 2004
Skills
Social Media, Public Speaking, Press Releases, Editing, Research, Event Planning, Microsoft Office, Marketing Communications, Fundraising, Nonprofits, Marketing, Volunteer Management, Email Marketing, Public Relations, Facebook, Community Outreach, Leadership, Event Management, Blogging, Marketing Strategy, Grant Writing, Social Networking
Education
Northeastern University 2003 — 2005
MA, History
Morningside College 1998 — 2002
BA, Mass Comm, History
Tracy Area High
Patrick E. Flanigan III's Adams Harkness Experience March 2000 - June 2004
Job Vice President, Investor Relations at Celgene
Industry Biotechnology
Experience
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Nik Shah's Adams Harkness Experience 1998 - 2000
Job
Industry Venture Capital & Private Equity
Experience
H.I.G. Growth Partners / H.I.G. Capital 2007 - Present
Landmark Partners 2005 - 2007
Expedia, Inc 2004 - 2004
AH Ventures 2000 - 2003
Adams Harkness 1998 - 2000
Skills
Due Diligence, E-commerce, Mergers, Private Equity, Venture Capital, Corporate Development, Finance, Equities, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
H.I.G. Growth Partners / H.I.G. Capital 2007 - Present
Landmark Partners 2005 - 2007
Expedia, Inc 2004 - 2004
AH Ventures 2000 - 2003
Adams Harkness 1998 - 2000
Skills
Due Diligence, E-commerce, Mergers, Private Equity, Venture Capital, Corporate Development, Finance, Equities, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
BA
L. Joshua Wein, CAIA's Adams Harkness Experience 1997 - 1998
Job Executive Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Jennifer St. Germain's Adams Harkness Experience October 2000 - July 2003
Job
Industry Investment Management
Experience
T. Rowe Price October 2004 - Present
Court Appointed Special Advocates of Baltimore Inc. 2008 - 2015
Court Appointed Special Advocates of Baltimore Inc. 2008 - 2015
Adams Harkness October 2000 - July 2003
Alex. Brown & Sons 1993 - 1998
Skills
Portfolio Management, Equities, Investments, Private Equity, Alternative Investments, Series 7, Asset Management, Hedge Funds, Series 63, Institutional..., Trading
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Boston College 1983 — 1987
BS
Boston College
T. Rowe Price October 2004 - Present
Court Appointed Special Advocates of Baltimore Inc. 2008 - 2015
Court Appointed Special Advocates of Baltimore Inc. 2008 - 2015
Adams Harkness October 2000 - July 2003
Alex. Brown & Sons 1993 - 1998
Skills
Portfolio Management, Equities, Investments, Private Equity, Alternative Investments, Series 7, Asset Management, Hedge Funds, Series 63, Institutional..., Trading
Education
Columbia University - Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Boston College 1983 — 1987
BS
Boston College
Jay Corscadden's Adams Harkness Experience 1993 - 2000
Job Managing Partner, Clarkston Merchant Partners
Industry Venture Capital & Private Equity
Experience
Metrigraphics LLC July 2010 - Present
FoodLogiQ January 2009 - Present
Clarkston Merchant Partners January 2008 - Present
HighRoads October 2004 - Present
Blacksmith Applications 2003 - Present
AH Ventures January 2001 - Present
Linkwell Communnications September 2007 - December 2010
Adams Harkness 1993 - 2000
Siemens 1989 - 1991
KPMG Peat Marwick 1987 - 1989
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
Providence College 1983 — 1987
Bachelor of Science (B.S.), Accounting
Wellesley High School 1980 — 1983
Metrigraphics LLC July 2010 - Present
FoodLogiQ January 2009 - Present
Clarkston Merchant Partners January 2008 - Present
HighRoads October 2004 - Present
Blacksmith Applications 2003 - Present
AH Ventures January 2001 - Present
Linkwell Communnications September 2007 - December 2010
Adams Harkness 1993 - 2000
Siemens 1989 - 1991
KPMG Peat Marwick 1987 - 1989
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA
Providence College 1983 — 1987
Bachelor of Science (B.S.), Accounting
Wellesley High School 1980 — 1983
LaRoy Brantley's Adams Harkness Experience July 1999 - October 2001
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates March 2002 - Present
Adams Harkness July 1999 - October 2001
Adams, Harkness & Hill 1999 - 2001
The Roxbury Latin School September 1990 - September 1997
Testa, Hurwitz & Thibeault, LLP October 1988 - August 1990
Skills
Alternative Investments, Private Equity, Equities, Investments, Venture Capital, Hedge Funds, Valuation, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Derivatives, Emerging Markets, Equity Research, Financial Analysis, Financial Services, Investment Banking, Investment Management, Investment Strategies, Investor Relations, Mergers, Mutual Funds, Securities, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Business
Amherst College 1984 — 1988
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Roxbury Latin School 1980 — 1984
Cambridge Associates March 2002 - Present
Adams Harkness July 1999 - October 2001
Adams, Harkness & Hill 1999 - 2001
The Roxbury Latin School September 1990 - September 1997
Testa, Hurwitz & Thibeault, LLP October 1988 - August 1990
Skills
Alternative Investments, Private Equity, Equities, Investments, Venture Capital, Hedge Funds, Valuation, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Derivatives, Emerging Markets, Equity Research, Financial Analysis, Financial Services, Investment Banking, Investment Management, Investment Strategies, Investor Relations, Mergers, Mutual Funds, Securities, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Business
Amherst College 1984 — 1988
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Roxbury Latin School 1980 — 1984
Garin Arevian's Adams Harkness Experience July 2000 - July 2007
Job Managing Director, TMT Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
MHT MidSpan Partners September 2013 - May 2015
Harris Williams July 2007 - August 2013
Adams Harkness July 2000 - July 2007
Fidelity Investments June 1996 - July 1998
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, Mergers, Corporate Development, Private Equity, Investments, M&A experience, Private Placements, Business Strategy, Equities, Financial Modeling, Due Diligence, Start-ups
Education
Georgetown University - The McDonough School of Business
MBA, Finance
Colby College
BA, Economics, Government
Noble and Greenough
Piper Jaffray June 2015 - Present
MHT MidSpan Partners September 2013 - May 2015
Harris Williams July 2007 - August 2013
Adams Harkness July 2000 - July 2007
Fidelity Investments June 1996 - July 1998
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, Mergers, Corporate Development, Private Equity, Investments, M&A experience, Private Placements, Business Strategy, Equities, Financial Modeling, Due Diligence, Start-ups
Education
Georgetown University - The McDonough School of Business
MBA, Finance
Colby College
BA, Economics, Government
Noble and Greenough
Lisa Thors's Adams Harkness Experience 1996 - 2000
Job Managing Director at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company April 2007 - Present
Wellington Management Company April 2007 - Present
Winslow Management Company September 2000 - July 2006
Adams Harkness 1996 - 2000
Adams Harkness and Hill 1996 - 2000
Adams, Harkness & Hill (now Canacord Adams) 1996 - 2000
Adams, Harkness & Hill (now Canaccord Adams) 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Private Equity, Fixed Income, Investments, Capital Markets, Investment Management, Equity Research, Asset Managment, Investor Relations
Education
Harvard Business School 1994 — 1996
MBA, Finance
Yale University 1983 — 1987
BA, American Studies - Literature Concentration
St. Paul's School
Wellington Management Company April 2007 - Present
Wellington Management Company April 2007 - Present
Winslow Management Company September 2000 - July 2006
Adams Harkness 1996 - 2000
Adams Harkness and Hill 1996 - 2000
Adams, Harkness & Hill (now Canacord Adams) 1996 - 2000
Adams, Harkness & Hill (now Canaccord Adams) 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Private Equity, Fixed Income, Investments, Capital Markets, Investment Management, Equity Research, Asset Managment, Investor Relations
Education
Harvard Business School 1994 — 1996
MBA, Finance
Yale University 1983 — 1987
BA, American Studies - Literature Concentration
St. Paul's School
Joseph Loux's Adams Harkness Experience June 2006 - October 2012
Job Portfolio Associate/Trading at Trillium Asset Management
Industry Financial Services
Experience
Trillium Asset Management August 2013 - Present
Adams Harkness June 2006 - October 2012
Education
Salem State University
Trillium Asset Management August 2013 - Present
Adams Harkness June 2006 - October 2012
Education
Salem State University
Joseph Ciardi's Adams Harkness Experience 1996 - 2006
Job Chief Compliance Officer at Geode Capital Management
Industry Financial Services
Experience
Geode Capital Management January 2010 - Present
Sun Capital Advisers LLC May 2006 - December 2009
Sun Life Financial 2006 - December 2009
Adams Harkness 1996 - 2006
Skills
Securities, Hedge Funds, Equities, Alternative Investments, Mutual Funds, Securities Regulation, Asset Management, Investments, Trading, Financial Services, Portfolio Management, Investment Management, Commodity, Financial Modeling, SEC, Financial Regulation, Equity Trading, Risk Management, Investment Company Act, Investment Advisory, Investment Advisers Act, Asset Allocation
Education
Suffolk University
MBA
Bryant University 1985 — 1989
BA
Geode Capital Management January 2010 - Present
Sun Capital Advisers LLC May 2006 - December 2009
Sun Life Financial 2006 - December 2009
Adams Harkness 1996 - 2006
Skills
Securities, Hedge Funds, Equities, Alternative Investments, Mutual Funds, Securities Regulation, Asset Management, Investments, Trading, Financial Services, Portfolio Management, Investment Management, Commodity, Financial Modeling, SEC, Financial Regulation, Equity Trading, Risk Management, Investment Company Act, Investment Advisory, Investment Advisers Act, Asset Allocation
Education
Suffolk University
MBA
Bryant University 1985 — 1989
BA
Joe Tarangelo's Adams Harkness Experience 1999 - 2005
Job Financial Services Professional at MassMutual
Industry Financial Services
Experience
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
MassMutual June 2015 - Present
AXA Advisors January 2014 - June 2015
Direct Access Partners 2005 - 2013
Adams Harkness 1999 - 2005
Janney Montgomery Scott LLC 1985 - 1999
Skills
Series 7, Series 66, Financial Services, 401k, Life Insurance
Education
LIU Post 1979 — 1983
Frederick Wolf's Adams Harkness Experience 1989 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Small Enterprise Foundation 2009 - 2011
Adams Harkness 1989 - 2005
Education
Massachusetts Institute of Technology - Sloan School of Management 1969 — 1971
Brandeis University 1964 — 1966
Master's degree, Physics
Harpur College 1961 — 1964
Bachelor's degree, Physics
Small Enterprise Foundation 2009 - 2011
Adams Harkness 1989 - 2005
Education
Massachusetts Institute of Technology - Sloan School of Management 1969 — 1971
Brandeis University 1964 — 1966
Master's degree, Physics
Harpur College 1961 — 1964
Bachelor's degree, Physics
Sharon Lewis's Adams Harkness Experience June 1996 - June 2003
Job Senior Vice President at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management June 2005 - Present
Oppenheimer & Co. June 2003 - June 2005
Adams Harkness June 1996 - June 2003
Skills
Equity Research, Wealth Management..., Series 63, Pensions, Estate Planning, Private Equity, Emerging Markets, Finance, Investment Advisory, Economics, Institutional..., Financial Services, Asset Management, Bloomberg, Wealth Management, Investment Banking, Asset Allocation, Portfolio Management, ETFs
Education
Harvard Business School 1981 — 1983
MBA, Finance
Jacksonville University 1970 — 1974
BA, Mathematics
Bernstein Private Wealth Management June 2005 - Present
Oppenheimer & Co. June 2003 - June 2005
Adams Harkness June 1996 - June 2003
Skills
Equity Research, Wealth Management..., Series 63, Pensions, Estate Planning, Private Equity, Emerging Markets, Finance, Investment Advisory, Economics, Institutional..., Financial Services, Asset Management, Bloomberg, Wealth Management, Investment Banking, Asset Allocation, Portfolio Management, ETFs
Education
Harvard Business School 1981 — 1983
MBA, Finance
Jacksonville University 1970 — 1974
BA, Mathematics
Peter Cahill's Adams Harkness Experience May 1996 - November 2005
Job AVP Corporate Development at Cognizant Technology Solutions
Industry Financial Services
Experience
Cognizant Technology Solutions June 2011 - Present
Benning Associates LLC November 2009 - June 2011
Edward Jones May 2009 - November 2009
CB&C March 2006 - May 2009
First Albany Capital January 2005 - February 2006
Adams Harkness May 1996 - November 2005
US Navy August 1990 - May 1994
Skills
Strategic Planning, Corporate Development, Investment Banking, Mergers, Strategy Development
Education
Boston University - School of Management 1994 — 1996
MBA, Finance, General
University of Colorado Boulder 1986 — 1990
BA, International Affairs
Cognizant Technology Solutions June 2011 - Present
Benning Associates LLC November 2009 - June 2011
Edward Jones May 2009 - November 2009
CB&C March 2006 - May 2009
First Albany Capital January 2005 - February 2006
Adams Harkness May 1996 - November 2005
US Navy August 1990 - May 1994
Skills
Strategic Planning, Corporate Development, Investment Banking, Mergers, Strategy Development
Education
Boston University - School of Management 1994 — 1996
MBA, Finance, General
University of Colorado Boulder 1986 — 1990
BA, International Affairs
Marshall Jensen's Adams Harkness Experience 2001 - 2005
Job Advisory Board Member at Digital Media Wire, Inc.
Industry Management Consulting
Experience
Digital Media Wire, Inc. 2011 - Present
DMW Hexagon LLC (and formerly Hexagon Advisors) January 2009 - Present
Fort Mason Capital October 2005 - January 2009
Adams Harkness 2001 - 2005
UBS Investment Bank 2000 - 2001
CIBC Oppenheimer 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Corporate Law, Digital Media, Corporate Finance, IPO, Entrepreneurship, Management, Private Placements, Financial Modeling, Growth Capital, M&A experience, Start-ups, Restructuring, Divestitures, Strategy, Angel Investing, Leveraged Finance, Capital Markets, LBO, Capital Raising, Due Diligence, Acquisitions, Alternative Investments, Investments, Mergers, Mergers & Acquisitions, Corporate Governance, Valuation, Joint Ventures, Hedge Funds, Investor Relations, Deal Sourcing
Education
Columbia University School of Law 1992 — 1995
JD
Brown University 1986 — 1990
BA
Digital Media Wire, Inc. 2011 - Present
DMW Hexagon LLC (and formerly Hexagon Advisors) January 2009 - Present
Fort Mason Capital October 2005 - January 2009
Adams Harkness 2001 - 2005
UBS Investment Bank 2000 - 2001
CIBC Oppenheimer 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Corporate Development, Corporate Law, Digital Media, Corporate Finance, IPO, Entrepreneurship, Management, Private Placements, Financial Modeling, Growth Capital, M&A experience, Start-ups, Restructuring, Divestitures, Strategy, Angel Investing, Leveraged Finance, Capital Markets, LBO, Capital Raising, Due Diligence, Acquisitions, Alternative Investments, Investments, Mergers, Mergers & Acquisitions, Corporate Governance, Valuation, Joint Ventures, Hedge Funds, Investor Relations, Deal Sourcing
Education
Columbia University School of Law 1992 — 1995
JD
Brown University 1986 — 1990
BA
Nick Trotman's Adams Harkness Experience June 2000 - December 2003
Job Chief Operating Officer, Portfolio Manager at FlowPoint Capital Partners, LP
Industry Investment Management
Experience
FlowPoint Capital Partners, LP March 2014 - Present
Equity Income May 2012 - February 2014
LINC Asset Management June 2011 - May 2012
Greenwich Investment Management February 2009 - May 2011
Calimar Capital Management October 2007 - September 2008
High Street Advisors January 2004 - September 2007
Adams Harkness June 2000 - December 2003
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Equity Research, Bloomberg, Asset Allocation, Investment Management, Series 7, Fixed Income, Investment Strategies, ETFs, Bonds, Fund Of Funds
Education
Columbia Business School 1999 — 2000
MBA
Tufts University 1990 — 1994
BA
Tabor Academy 1988 — 1990
FlowPoint Capital Partners, LP March 2014 - Present
Equity Income May 2012 - February 2014
LINC Asset Management June 2011 - May 2012
Greenwich Investment Management February 2009 - May 2011
Calimar Capital Management October 2007 - September 2008
High Street Advisors January 2004 - September 2007
Adams Harkness June 2000 - December 2003
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Equity Research, Bloomberg, Asset Allocation, Investment Management, Series 7, Fixed Income, Investment Strategies, ETFs, Bonds, Fund Of Funds
Education
Columbia Business School 1999 — 2000
MBA
Tufts University 1990 — 1994
BA
Tabor Academy 1988 — 1990
Mindy Olson's Adams Harkness Experience 2000 - 2002
Job Vice President at Paulson Electric
Industry Construction
Experience
Paulson Electric December 2010 - Present
Foulston Siefkin LLP November 2006 - October 2010
Ropes & Gray LLP 2005 - 2006
Adams Harkness 2000 - 2002
Education
University of Iowa College of Law 2002 — 2005
J.D.
Middlebury College 1996 — 2000
B.A.
Washington High School
Paulson Electric December 2010 - Present
Foulston Siefkin LLP November 2006 - October 2010
Ropes & Gray LLP 2005 - 2006
Adams Harkness 2000 - 2002
Education
University of Iowa College of Law 2002 — 2005
J.D.
Middlebury College 1996 — 2000
B.A.
Washington High School
Greg Saunders, CFA, CMT's Adams Harkness Experience 2001 - 2003
Job Portfolio Manager at Washington Trust Co.
Industry Financial Services
Experience
Washington Trust Investments 2014 - Present
Ned Davis Research 2013 - 2014
THL Capital 2012 - 2013
Detwiler Fenton 2003 - 2011
Adams Harkness 2001 - 2003
JPMorgan Chase 1999 - 2001
Skills
Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Equity Research, Capital Markets, Equities
Education
Lehigh University
BA, Economics
Washington Trust Investments 2014 - Present
Ned Davis Research 2013 - 2014
THL Capital 2012 - 2013
Detwiler Fenton 2003 - 2011
Adams Harkness 2001 - 2003
JPMorgan Chase 1999 - 2001
Skills
Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Equity Research, Capital Markets, Equities
Education
Lehigh University
BA, Economics
Tripp Neville's Adams Harkness Experience 2006 - 2008
Job BNY Mellon Investment Managment
Industry Investment Management
Experience
BNY Mellon Investment Management 2013 - Present
North Peak Asset Management 2011 - 2013
Newport Capital 2010 - 2011
Adams Harkness 2006 - 2008
Thomson Financial 2005 - 2006
Skills
Valuation, Contract Negotiation, Investment Properties, Wealth Management, Investment Banking, Corporate Finance, Real Estate, Financial Analysis, Brokerage
Education
Elkin B. McCallum Graduate School of Business - Bentley University 2008 — 2010
MBA
Gettysburg College 2001 — 2005
BA, Management
BNY Mellon Investment Management 2013 - Present
North Peak Asset Management 2011 - 2013
Newport Capital 2010 - 2011
Adams Harkness 2006 - 2008
Thomson Financial 2005 - 2006
Skills
Valuation, Contract Negotiation, Investment Properties, Wealth Management, Investment Banking, Corporate Finance, Real Estate, Financial Analysis, Brokerage
Education
Elkin B. McCallum Graduate School of Business - Bentley University 2008 — 2010
MBA
Gettysburg College 2001 — 2005
BA, Management
Jeffrey Sihpol's Adams Harkness Experience 2000 - 2007
Job Chief Operating and Financial Officer at HouseWorks LLC
Industry Management Consulting
Experience
HouseWorks LLC May 2011 - Present
The Boston Consulting Group 2008 - 2010
Adams Harkness 2000 - 2007
Skills
Strategy, Strategic Planning, Project Management, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Business Strategy, Business Development, Budgets
Education
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Bachelor of Science (BS), Dual degrees in Accounting and Business Law
HouseWorks LLC May 2011 - Present
The Boston Consulting Group 2008 - 2010
Adams Harkness 2000 - 2007
Skills
Strategy, Strategic Planning, Project Management, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Business Strategy, Business Development, Budgets
Education
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Bachelor of Science (BS), Dual degrees in Accounting and Business Law
Felicia Flanigan's Adams Harkness Experience August 1999 - April 2004
Job Portfolio Manager at Bellevue Asset Management
Industry Investment Management
Experience
Bellevue Asset Management April 2004 - Present
Adams Harkness August 1999 - April 2004
Cowen and Company June 1990 - August 1999
Skills
Equity Research, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Due Diligence, IPO
Education
Suffolk University 1993 — 1997
Master of Business Administration (MBA)
Boston College 1986 — 1990
Bachelor of Science
Bellevue Asset Management April 2004 - Present
Adams Harkness August 1999 - April 2004
Cowen and Company June 1990 - August 1999
Skills
Equity Research, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Due Diligence, IPO
Education
Suffolk University 1993 — 1997
Master of Business Administration (MBA)
Boston College 1986 — 1990
Bachelor of Science
David Thibodeau's Adams Harkness Experience 2000 - 2010
Job Managing Director Wellvest Capital
Industry Health, Wellness and Fitness
Experience
Wellvest Capital May 2012 - Present
Partnership Capital Growth Investors September 2010 - April 2012
Canaccord Genuity Inc. 2000 - 2010
Adams Harkness 2000 - 2010
Skills
Corporate Finance, Valuation, Investments, Financial Modeling, Investment Banking, Due Diligence, Corporate Development, Capital Markets, Alternative Investments, Strategic Planning, Entrepreneurship, Private Equity, Food & Beverage, Healthy Eating, Healthy Lifestyles, Wellness
Education
Babson College 1976 — 1980
Accounting, Business
Wellvest Capital May 2012 - Present
Partnership Capital Growth Investors September 2010 - April 2012
Canaccord Genuity Inc. 2000 - 2010
Adams Harkness 2000 - 2010
Skills
Corporate Finance, Valuation, Investments, Financial Modeling, Investment Banking, Due Diligence, Corporate Development, Capital Markets, Alternative Investments, Strategic Planning, Entrepreneurship, Private Equity, Food & Beverage, Healthy Eating, Healthy Lifestyles, Wellness
Education
Babson College 1976 — 1980
Accounting, Business
Peter Moon's Adams Harkness Experience January 2004 - December 2004
Job Global Marketing, Oncology at Amgen
Industry Pharmaceuticals
Experience
Amgen July 2012 - Present
Baxter Healthcare August 2011 - Present
Baxter Healthcare July 2005 - August 2011
Adams Harkness January 2004 - December 2004
Nicholas Applegate 2001 - 2003
Skills
Medical Devices, Pharmaceutical Industry
Education
Kellogg Graduate School of Management 1998 — 2000
MBA, Finance
UC Berkeley
BS, Biology
Amgen July 2012 - Present
Baxter Healthcare August 2011 - Present
Baxter Healthcare July 2005 - August 2011
Adams Harkness January 2004 - December 2004
Nicholas Applegate 2001 - 2003
Skills
Medical Devices, Pharmaceutical Industry
Education
Kellogg Graduate School of Management 1998 — 2000
MBA, Finance
UC Berkeley
BS, Biology
Cindy Mulica's Adams Harkness Experience February 1983 - September 1999
Job Portfolio Assistant & Community Investments at Trillium Asset Management
Industry Investment Banking
Experience
Trillium Asset Management August 2013 - Present
Canaccord Genuity Inc. (formerly Canaccord Adams and Adams Harkness) June 2000 - Present
Adviser Investments September 1999 - March 2000
Adams Harkness February 1983 - September 1999
Skills
Capital Markets, Portfolio Management, Equity Trading, Asset Managment, GIrls High School and..., Securities, Management, Asset Management, Investment Banking, Settlement, Back Office, Middle Office, Trading Systems, Series 7, Hedge Funds, Finance, Trading, Leadership, Series 63, Derivatives, Process Improvement
Education
Cambridge College, Cambridge, MA 1994 — 1995
Master's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Trillium Asset Management August 2013 - Present
Canaccord Genuity Inc. (formerly Canaccord Adams and Adams Harkness) June 2000 - Present
Adviser Investments September 1999 - March 2000
Adams Harkness February 1983 - September 1999
Skills
Capital Markets, Portfolio Management, Equity Trading, Asset Managment, GIrls High School and..., Securities, Management, Asset Management, Investment Banking, Settlement, Back Office, Middle Office, Trading Systems, Series 7, Hedge Funds, Finance, Trading, Leadership, Series 63, Derivatives, Process Improvement
Education
Cambridge College, Cambridge, MA 1994 — 1995
Master's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 1979 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Daren Folkman's Adams Harkness Experience 1993 - 1997
Job President at Folkman Asset Management
Industry Investment Management
Experience
Folkman Asset Management 2000 - Present
Provident Investment Counsel 1998 - 2000
Adams Harkness 1993 - 1997
Skills
Investments, Strategic Planning, Asset Managment, Financial Analysis, Business Strategy, Portfolio Management, Mergers, New Business Development, Public Speaking, Risk Management, Strategic Financial..., Project Management, Equities, Financial Modeling, Private Equity, Estate Planning, Alternative Investments, Entrepreneurship, Wealth Management, Business Development, Trading, Leadership
Education
Brigham Young University 1997 — 1998
Master of Business Administration (MBA)
Folkman Asset Management 2000 - Present
Provident Investment Counsel 1998 - 2000
Adams Harkness 1993 - 1997
Skills
Investments, Strategic Planning, Asset Managment, Financial Analysis, Business Strategy, Portfolio Management, Mergers, New Business Development, Public Speaking, Risk Management, Strategic Financial..., Project Management, Equities, Financial Modeling, Private Equity, Estate Planning, Alternative Investments, Entrepreneurship, Wealth Management, Business Development, Trading, Leadership
Education
Brigham Young University 1997 — 1998
Master of Business Administration (MBA)
Jayson Bedford's Adams Harkness Experience September 2000 - February 2006
Job Sr. Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James February 2006 - Present
Adams Harkness September 2000 - February 2006
Advest, Inc. March 2000 - September 2000
Education
University of Massachusetts, Amherst 1997 — 2000
Master of Business Administration (MBA), Finance
Michigan State University 1991 — 1995
Bachelor of Arts (B.A.), General Business
Raymond James February 2006 - Present
Adams Harkness September 2000 - February 2006
Advest, Inc. March 2000 - September 2000
Education
University of Massachusetts, Amherst 1997 — 2000
Master of Business Administration (MBA), Finance
Michigan State University 1991 — 1995
Bachelor of Arts (B.A.), General Business
Brett W. Duffy's Adams Harkness Experience 2002 - 2004
Job Corporate Development & Analytics Officer at Select Milk Producers, Inc.
Industry Food & Beverages
Experience
Select Milk Producers, Inc. March 2012 - Present
Decisive Farming Corp. September 2015 - Present
BDA Capital, LLC 2003 - Present
Broad Gate SA 2014 - Present
Cargill 2008 - 2012
Cargill 2004 - 2007
Adams Harkness 2002 - 2004
Cargill 1993 - 2000
Education
Northwestern University - Kellogg School of Management
MBA with distinction
Carleton College
BA
Select Milk Producers, Inc. March 2012 - Present
Decisive Farming Corp. September 2015 - Present
BDA Capital, LLC 2003 - Present
Broad Gate SA 2014 - Present
Cargill 2008 - 2012
Cargill 2004 - 2007
Adams Harkness 2002 - 2004
Cargill 1993 - 2000
Education
Northwestern University - Kellogg School of Management
MBA with distinction
Carleton College
BA