Advent Capital Management
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1995 Parent organization: Semper Capital Management, L.P. Subsidiary: Advent Capital Management UK Limited
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Advent Capital Management Employees
Employee
Years
Job
Industry
Alex Salton Alex Salton's Advent Capital Management Experience August 2013 - September 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Stanford Graduate School of Business January 2015 - June 2015
Stanford Business Alliance May 2014 - June 2015
Telos Press Publishing June 2013 - January 2015
Goldman Sachs June 2014 - August 2014
Advent Capital Management August 2013 - September 2013
UBS June 2013 - September 2013
Charles R. Blyth Fund September 2012 - June 2013
Kingfish Labs, Inc. July 2012 - September 2012
Skills
Portfolio Management, Equities, Investment Banking, Accounting, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Investments, Capital Markets, Research, Finance, Equity Research, PowerPoint, Economics
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.) Candidate, English Literature, Senior
University of Oxford 2013 — 2013
Philosophy
Phillips Academy 2008 — 2011
High School Diploma
Goldman Sachs July 2015 - Present
Stanford Graduate School of Business January 2015 - June 2015
Stanford Business Alliance May 2014 - June 2015
Telos Press Publishing June 2013 - January 2015
Goldman Sachs June 2014 - August 2014
Advent Capital Management August 2013 - September 2013
UBS June 2013 - September 2013
Charles R. Blyth Fund September 2012 - June 2013
Kingfish Labs, Inc. July 2012 - September 2012
Skills
Portfolio Management, Equities, Investment Banking, Accounting, Microsoft Excel, Microsoft Office, Social Media, Public Speaking, Investments, Capital Markets, Research, Finance, Equity Research, PowerPoint, Economics
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.) Candidate, English Literature, Senior
University of Oxford 2013 — 2013
Philosophy
Phillips Academy 2008 — 2011
High School Diploma
Andrew Webster Andrew Webster's Advent Capital Management Experience 2010 - 2011
Job Programmatic Specialist Midwest and West Regions
Industry Marketing and Advertising
Experience
Integral Ad Science August 2014 - Present
Rubicon Project November 2013 - July 2014
PulsePoint 2011 - November 2013
Advent Capital Management 2010 - 2011
FGI Risk Services 2009 - 2010
Lincoln Financial Group May 2008 - August 2008
Merrill Lynch March 2008 - May 2008
First Financial Group March 2007 - July 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelors, Finance / Economics
Integral Ad Science August 2014 - Present
Rubicon Project November 2013 - July 2014
PulsePoint 2011 - November 2013
Advent Capital Management 2010 - 2011
FGI Risk Services 2009 - 2010
Lincoln Financial Group May 2008 - August 2008
Merrill Lynch March 2008 - May 2008
First Financial Group March 2007 - July 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelors, Finance / Economics
Maggie Raymond Maggie Raymond's Advent Capital Management Experience January 2008 - January 2013
Job Client Portfolio Associate at Income Research & Management
Industry Financial Services
Experience
Income Research & Management May 2013 - Present
Advent Capital Management January 2008 - January 2013
Advent Capital Management February 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Bloomberg, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Equity Research, Investor Relations
Education
College of the Holy Cross 2002 — 2006
B.A., Sociology
Income Research & Management May 2013 - Present
Advent Capital Management January 2008 - January 2013
Advent Capital Management February 2007 - January 2008
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Bloomberg, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Equity Research, Investor Relations
Education
College of the Holy Cross 2002 — 2006
B.A., Sociology
Marcia Elizabeth C. Favale Marcia Elizabeth C. Favale's Advent Capital Management Experience August 2007 - May 2008
Job CoFounder at Blingby
Industry Investment Banking
Experience
Development Bank of Kazakhstan January 2015 - Present
Blingby May 2014 - Present
M.Favale-Tarter, LLC February 2009 - Present
M.Favale-Tarter, LLC February 2009 - December 2013
BTA Bank December 2011 - December 2012
Sovereign Wealth Fund Samruk-Kazyna September 2010 - December 2011
Astana Finance December 2010 - May 2011
BTA Bank & Alliance Bank 2009 - 2010
Advent Capital Management August 2007 - May 2008
Brevan Howard April 2006 - August 2007
Skills
Privatization, Restructuring, Portfolio Management, Investment Strategies, Emerging Markets, Private Equity, Strategy, Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Financial Structuring, Due Diligence, Financial Modeling, Debt Restructuring, Equities, Mergers & Acquisitions, Financial Services, Trading, Securities, Asset Management, Finance, Bonds, Management, IPO, Valuation, Banking, Risk Management, Venture Capital, Corporate Finance, Business Development, Project Finance, Program Management, Credit, Hedge Funds, Business Strategy, Financial Markets
Education
University of Oxford - Said Business School
PGD
New York University
BA
University of Oxford - Said Business School
MBA
Development Bank of Kazakhstan January 2015 - Present
Blingby May 2014 - Present
M.Favale-Tarter, LLC February 2009 - Present
M.Favale-Tarter, LLC February 2009 - December 2013
BTA Bank December 2011 - December 2012
Sovereign Wealth Fund Samruk-Kazyna September 2010 - December 2011
Astana Finance December 2010 - May 2011
BTA Bank & Alliance Bank 2009 - 2010
Advent Capital Management August 2007 - May 2008
Brevan Howard April 2006 - August 2007
Skills
Privatization, Restructuring, Portfolio Management, Investment Strategies, Emerging Markets, Private Equity, Strategy, Capital Markets, Fixed Income, Investment Banking, Investments, Mergers, Financial Structuring, Due Diligence, Financial Modeling, Debt Restructuring, Equities, Mergers & Acquisitions, Financial Services, Trading, Securities, Asset Management, Finance, Bonds, Management, IPO, Valuation, Banking, Risk Management, Venture Capital, Corporate Finance, Business Development, Project Finance, Program Management, Credit, Hedge Funds, Business Strategy, Financial Markets
Education
University of Oxford - Said Business School
PGD
New York University
BA
University of Oxford - Said Business School
MBA
Marc Riddick, CFA Marc Riddick, CFA's Advent Capital Management Experience June 2006 - October 2008
Job Sr. Analyst Consumer Discretionary / Consumer Staples at Williams Capital Group
Industry Research
Experience
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Williams Capital Group December 2010 - Present
Riddick Consumer Strategies January 2009 - December 2010
CJI Capital Markets, Inc. April 2010 - May 2010
Advent Capital Management June 2006 - October 2008
Mutual of America May 2001 - April 2006
Zurich Scudder Investments September 1994 - May 2001
Scudder Stevens & Clark 1998 - 2001
Scudder Kemper Investments 1998 - 2001
PaineWebber 1992 - 1994
Value Line December 1990 - January 1992
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Equities, Equity Valuation, Securities, Valuation, Asset Management, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Analysis, Fixed Income, Investment Management, Series 7, Investment Banking, Asset Managment, Competitive Analysis, Capital Markets, Equity Trading, Financial Markets, Investment Advisory, Bloomberg Terminal, Wealth Management, Value Investing, Industry Research, Finance, Equity Capital Markets, Chartered Financial..., Market Analysis, Thematic Investing, Sell Side, Trading Strategies, Fundamental Analysis, Stocks
Education
Penn State University 1985 — 1989
BS, Management
Stuyvesant High School 1982 — 1985
Greg Holden Greg Holden's Advent Capital Management Experience 2009 - 2009
Job Head of Equity and EquityLinked Advisory at EA Markets LLC
Industry Financial Services
Experience
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
Ashley Kryshtalsky Ashley Kryshtalsky's Advent Capital Management Experience September 2011 - December 2012
Job Product Strategist
Industry Financial Services
Experience
Instinet Incorporated November 2012 - Present
Advent Capital Management September 2011 - December 2012
Advent Capital Management May 2011 - September 2011
Lifewatch USA August 2010 - May 2011
Marks Paneth & Shron LLP 2007 - 2009
Skills
Bloomberg Terminal, Microsoft Office, Axys, Omgeo Oasys, Bloomberg, Newport 3, Equities, Hedge Funds, Management, Fixed Income, Derivatives, Account Reconciliation, Trading, Project Planning, Project Management, Product Development, Software Development, Business Requirements, Electronic Trading, Trading Systems, Market Data
Education
State University of New York at Albany 2006 — 2010
Bachelor's, Biology
Instinet Incorporated November 2012 - Present
Advent Capital Management September 2011 - December 2012
Advent Capital Management May 2011 - September 2011
Lifewatch USA August 2010 - May 2011
Marks Paneth & Shron LLP 2007 - 2009
Skills
Bloomberg Terminal, Microsoft Office, Axys, Omgeo Oasys, Bloomberg, Newport 3, Equities, Hedge Funds, Management, Fixed Income, Derivatives, Account Reconciliation, Trading, Project Planning, Project Management, Product Development, Software Development, Business Requirements, Electronic Trading, Trading Systems, Market Data
Education
State University of New York at Albany 2006 — 2010
Bachelor's, Biology
Leo Schmidt's Advent Capital Management Experience June 2004 - March 2005
Job Senior Equity Analyst at The Chubb Corporation
Industry Investment Management
Experience
The Chubb Corporation June 2005 - Present
Advent Capital Management June 2004 - March 2005
Nuveen Investments January 2001 - June 2004
Reich & Tang Asset Management December 1993 - January 2001
PricewaterhouseCoopers June 1990 - March 1993
Skills
Financial Modeling, Alternative Investments, Bonds, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Financial Analysis, Capital Markets, Equity Valuation
Education
Columbia University in the City of New York 1984 — 1990
BA, Economic & History: double major
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance and Accounting
Bishop Dennis J O'Connell
The Chubb Corporation June 2005 - Present
Advent Capital Management June 2004 - March 2005
Nuveen Investments January 2001 - June 2004
Reich & Tang Asset Management December 1993 - January 2001
PricewaterhouseCoopers June 1990 - March 1993
Skills
Financial Modeling, Alternative Investments, Bonds, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Financial Analysis, Capital Markets, Equity Valuation
Education
Columbia University in the City of New York 1984 — 1990
BA, Economic & History: double major
New York University - Leonard N. Stern School of Business 1990 — 1991
MBA, Finance and Accounting
Bishop Dennis J O'Connell
Michael Bowman Michael Bowman's Advent Capital Management Experience November 2005 - November 2007
Job SVP Relationship Manager, Public Fund Coordinator at Capital Group
Industry Investment Management
Experience
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
Capital Group April 2011 - Present
INVESCO Institutional N.A. 2007 - April 2011
INVESCO November 2007 - March 2011
Advent Capital Management November 2005 - November 2007
mPower 1999 - 2001
Sanwa Bank 1995 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Equities, Mutual Funds, Fixed Income, Investments, Portfolio Management, Investment Management, Series 7, Investment Strategies, Series 63, Capital Markets, Securities, Private Equity, Investment Advisory, Financial Services, Bloomberg, Wealth Management, Series 24, Institutional..., Emerging Markets, Relationship Management, 401k, Pensions, Business Development, New Business Development, Institutional, Pension Funds, Institutional Sales, Defined Benefit, Separately Managed..., Series 65, Fund Of Funds, Trading, Structured Products, Asset Managment, FINRA, Product Management, Thought Leadership, Retirement
Education
The University of Texas at Austin 1986 — 1990
Bachelor's degree, Economics
Janina Kreider's Advent Capital Management Experience January 2011 - April 2015
Job Investor Relations at JHL Capital Group LLC
Industry Investment Management
Experience
JHL Capital Group LLC April 2015 - Present
Advent Capital Management January 2011 - April 2015
M&T Bank June 2010 - August 2010
NYC Department of Education June 2006 - June 2009
Skills
Capital Markets, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Valuation, Corporate Finance, Strategy, Fixed Income
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Emory University 2003 — 2006
B.A
Staples
JHL Capital Group LLC April 2015 - Present
Advent Capital Management January 2011 - April 2015
M&T Bank June 2010 - August 2010
NYC Department of Education June 2006 - June 2009
Skills
Capital Markets, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Valuation, Corporate Finance, Strategy, Fixed Income
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Emory University 2003 — 2006
B.A
Staples
Marc J Friezo Marc J Friezo's Advent Capital Management Experience October 2011 - Present
Job Managing Director Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management October 2011 - Present
Lydian Asset Management January 2003 - September 2011
Merrill Lynch June 1995 - November 2002
Merrill Lynch January 1994 - March 1995
McMahan Securities September 1992 - December 1993
ITT CORPORATION June 1987 - September 1992
Skills
Options, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Equities, Equity Derivatives, Fixed Income, Risk Management
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Washington Center
Advent Capital Management October 2011 - Present
Lydian Asset Management January 2003 - September 2011
Merrill Lynch June 1995 - November 2002
Merrill Lynch January 1994 - March 1995
McMahan Securities September 1992 - December 1993
ITT CORPORATION June 1987 - September 1992
Skills
Options, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Equities, Equity Derivatives, Fixed Income, Risk Management
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Washington Center
Samandar Kasimov Samandar Kasimov's Advent Capital Management Experience April 2015 - Present
Job Operations Analyst Intern at Advent Capital Management
Industry Financial Services
Experience
Advent Capital Management April 2015 - Present
Safed Inc. January 2015 - April 2015
Architectural Metal Fabricators, Inc. September 2009 - December 2014
Architectural Metal Fabricators, Inc. June 2005 - September 2009
V&P Attitude Corp. June 2004 - June 2005
OYBEK LLC February 1998 - April 2004
Skills
Management, Problem solving and..., Quality Assurance, Communication and..., The ability to persuade., Ability to listen., Knowledge of different..., SQL, Advanced knowledge in..., Financial Data Mining, Bloomberg Terminal, Analysis, Finance, Project Management, Financial Analysis, Account Reconciliation, Financial Modeling, Cash Flow
Education
Baruch College 2011 — 2015
Bachelor's Degree, Finance and Investments, Minor in Economics., 3.12
Advent Capital Management April 2015 - Present
Safed Inc. January 2015 - April 2015
Architectural Metal Fabricators, Inc. September 2009 - December 2014
Architectural Metal Fabricators, Inc. June 2005 - September 2009
V&P Attitude Corp. June 2004 - June 2005
OYBEK LLC February 1998 - April 2004
Skills
Management, Problem solving and..., Quality Assurance, Communication and..., The ability to persuade., Ability to listen., Knowledge of different..., SQL, Advanced knowledge in..., Financial Data Mining, Bloomberg Terminal, Analysis, Finance, Project Management, Financial Analysis, Account Reconciliation, Financial Modeling, Cash Flow
Education
Baruch College 2011 — 2015
Bachelor's Degree, Finance and Investments, Minor in Economics., 3.12
Joshua Spencer Joshua Spencer's Advent Capital Management Experience September 2014 - Present
Job Compliance Associate at Advent Capital Management
Industry Banking
Experience
Advent Capital Management September 2014 - Present
Barclays Capital January 2012 - August 2014
Barclays Capital May 2010 - January 2012
Law Office of Laurie W. Fiedler, LLC August 2005 - September 2008
Skills
Equities, AML, Fixed Income, Business Analysis, Financial Risk, Risk Management, Derivatives, Bloomberg, Portfolio Management, Investment Banking, Hedge Funds, Options, Financial Services, Securities, Finance, Banking, Analysis, Anti Money Laundering
Education
Manhattanville College 2012 — 2014
Master of Science - Business Leadership
William Paterson University of New Jersey 2005 — 2010
Accounting
Advent Capital Management September 2014 - Present
Barclays Capital January 2012 - August 2014
Barclays Capital May 2010 - January 2012
Law Office of Laurie W. Fiedler, LLC August 2005 - September 2008
Skills
Equities, AML, Fixed Income, Business Analysis, Financial Risk, Risk Management, Derivatives, Bloomberg, Portfolio Management, Investment Banking, Hedge Funds, Options, Financial Services, Securities, Finance, Banking, Analysis, Anti Money Laundering
Education
Manhattanville College 2012 — 2014
Master of Science - Business Leadership
William Paterson University of New Jersey 2005 — 2010
Accounting
Gillian Patrick's Advent Capital Management Experience August 2005 - Present
Job Vice President at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management August 2005 - Present
Taylor Investment Advisors 2003 - 2005
The Pearl 2000 - 2003
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Asset Management, Investments, Human Resources, Management, Office Management, Investment Management, Investor Relations, Bonds, Notary Public, Project Management, Mutual Funds, Customer Service, Microsoft Excel, Finance, Sales, Microsoft Office, Leadership
Education
Bentley University 1998 — 2002
BS, Economics/Finance
Ridgefield High School 1994 — 1998
Advent Capital Management August 2005 - Present
Taylor Investment Advisors 2003 - 2005
The Pearl 2000 - 2003
Skills
Hedge Funds, Alternative Investments, Bloomberg, Equities, Asset Management, Investments, Human Resources, Management, Office Management, Investment Management, Investor Relations, Bonds, Notary Public, Project Management, Mutual Funds, Customer Service, Microsoft Excel, Finance, Sales, Microsoft Office, Leadership
Education
Bentley University 1998 — 2002
BS, Economics/Finance
Ridgefield High School 1994 — 1998
Bertino Correa Bertino Correa's Advent Capital Management Experience April 2008 - Present
Job Board of Director at Greenfield Court Home Owner's Association
Industry Financial Services
Experience
Greenfield Court Home Owner's Association June 2010 - Present
Advent Capital Management April 2008 - Present
JPMorgan Chase March 2008 - June 2008
Bear Stearns & Co March 1992 - June 2008
Skills
NYS Notary Public, Cpr Certified, Facilities Management, Management, Asset Managment, Bloomberg, Hedge Funds, Relationship Management
Education
Pace University 1990 — 1994
Associates, Economics
st. john's prep 1986 — 1990
Greenfield Court Home Owner's Association June 2010 - Present
Advent Capital Management April 2008 - Present
JPMorgan Chase March 2008 - June 2008
Bear Stearns & Co March 1992 - June 2008
Skills
NYS Notary Public, Cpr Certified, Facilities Management, Management, Asset Managment, Bloomberg, Hedge Funds, Relationship Management
Education
Pace University 1990 — 1994
Associates, Economics
st. john's prep 1986 — 1990
Christian Sadlier Christian Sadlier's Advent Capital Management Experience 2002 - 2004
Job Client Relationship Executive Director, Banking & Capital Markets at PwC
Industry Management Consulting
Experience
PwC 2010 - Present
Lambert, Edwards & Associates 2008 - 2010
Christensen 2006 - 2008
American International Group 2005 - 2006
Advent Capital Management 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Banking, Program Management, Capital Markets, Management, Strategy, Finance, Valuation, Financial Analysis, Financial Modeling, Executive Management, Management Consulting, Business Transformation, IT Strategy, Budgets, Start-ups, Financial Institutions, Analytics
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA
PwC 2010 - Present
Lambert, Edwards & Associates 2008 - 2010
Christensen 2006 - 2008
American International Group 2005 - 2006
Advent Capital Management 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Banking, Program Management, Capital Markets, Management, Strategy, Finance, Valuation, Financial Analysis, Financial Modeling, Executive Management, Management Consulting, Business Transformation, IT Strategy, Budgets, Start-ups, Financial Institutions, Analytics
Education
Thunderbird School of Global Management
MBA
University of Wisconsin-Madison
BA
Adam Kleinman Adam Kleinman's Advent Capital Management Experience 2010 - 2011
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
F. Barry Nelson, CFA F. Barry Nelson, CFA's Advent Capital Management Experience 1996 - Present
Job Retired from Advent Capital Management, LLC February 2013
Industry Investment Management
Experience
Theta Chi Foundation 2003 - Present
Advent Capital Management 1996 - Present
Guggenheim Partners 2003 - 2013
Advent Capital Management 1996 - 2013
Value Line 1993 - 1996
Value Line 1972 - 1986
US Army 1966 - 1968
Skills
Bloomberg, Hedge Funds, Alternative Investments, Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Convertible Securities, Portfolio Management, Capital Markets, Equity Research, Investment Strategies, Fundamental Analysis, Bonds, Securities, Free Cash Flow, Value Investing, Mutual Funds, Series 7, Valuation, Derivatives, Options, Emerging Markets, Financial Modeling, High Yield, Investment Management, Series 63, Trading, Equity Valuation, Private Equity, Investment Advisory, Risk Management, Fund Of Funds, Investor Relations, Financial Markets, FINRA, Convertible Bonds, Hedging, Equity Derivatives, Series 24, ETFs
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1973
MBA, Finance
Armor School, Ft Knox 1966 — 1966
Basic Training, Advanced Training, Officer Candidate School
New York University 1960 — 1965
BA, Psychology
Theta Chi Foundation 2003 - Present
Advent Capital Management 1996 - Present
Guggenheim Partners 2003 - 2013
Advent Capital Management 1996 - 2013
Value Line 1993 - 1996
Value Line 1972 - 1986
US Army 1966 - 1968
Skills
Bloomberg, Hedge Funds, Alternative Investments, Investments, Equities, Asset Allocation, Fixed Income, Asset Management, Convertible Securities, Portfolio Management, Capital Markets, Equity Research, Investment Strategies, Fundamental Analysis, Bonds, Securities, Free Cash Flow, Value Investing, Mutual Funds, Series 7, Valuation, Derivatives, Options, Emerging Markets, Financial Modeling, High Yield, Investment Management, Series 63, Trading, Equity Valuation, Private Equity, Investment Advisory, Risk Management, Fund Of Funds, Investor Relations, Financial Markets, FINRA, Convertible Bonds, Hedging, Equity Derivatives, Series 24, ETFs
Education
St. John's University, The Peter J. Tobin College of Business 1968 — 1973
MBA, Finance
Armor School, Ft Knox 1966 — 1966
Basic Training, Advanced Training, Officer Candidate School
New York University 1960 — 1965
BA, Psychology
Krystal Kahler, CFA Krystal Kahler, CFA's Advent Capital Management Experience 2007 - 2014
Job Credit / Capital Structure Analyst
Industry Financial Services
Experience
Arrowgrass Capital Partners LLP 2014 - 2015
Advent Capital Management 2007 - 2014
Credit Suisse 2006 - 2007
Goldman Sachs 2004 - 2006
Skills
Equity Research, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Derivatives, Investments, Investment Strategies, Financial Analysis, Options, Bonds, High Yield, Securities, Credit Derivatives, Equity Valuation
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science, Finance
Arrowgrass Capital Partners LLP 2014 - 2015
Advent Capital Management 2007 - 2014
Credit Suisse 2006 - 2007
Goldman Sachs 2004 - 2006
Skills
Equity Research, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Derivatives, Investments, Investment Strategies, Financial Analysis, Options, Bonds, High Yield, Securities, Credit Derivatives, Equity Valuation
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Science, Finance
Amisha Kaura Amisha Kaura's Advent Capital Management Experience April 2008 - February 2009
Job Director, American Express OPEN
Industry Financial Services
Experience
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
Nicole Davis Nicole Davis's Advent Capital Management Experience May 2007 - May 2008
Job VP, Marketing Communications
Industry Financial Services
Experience
Fred Alger Management, Inc. June 2008 - Present
Advent Capital Management May 2007 - May 2008
Tribeca Global Management December 2005 - May 2007
Citigroup Alternative Investments November 2002 - December 2005
Goldman Sachs Asset Management 1999 - 2002
Skills
Series 24, Series 7, Investor Relations, Hedge Funds, Marketing Communications, Alternative Investments, Investments, Equities, Mutual Funds, Capital Markets, Emerging Markets, Private Equity, Marketing Strategy, Product Marketing, Product Management, Asset Managment, Digital Marketing, Product Development, Public Relations, Corporate Communications, Management, Financial Services, Marketing
Education
Hampton University
Bachelor of Science (BS), Finance, General
Jackson Memorial High School
Fred Alger Management, Inc. June 2008 - Present
Advent Capital Management May 2007 - May 2008
Tribeca Global Management December 2005 - May 2007
Citigroup Alternative Investments November 2002 - December 2005
Goldman Sachs Asset Management 1999 - 2002
Skills
Series 24, Series 7, Investor Relations, Hedge Funds, Marketing Communications, Alternative Investments, Investments, Equities, Mutual Funds, Capital Markets, Emerging Markets, Private Equity, Marketing Strategy, Product Marketing, Product Management, Asset Managment, Digital Marketing, Product Development, Public Relations, Corporate Communications, Management, Financial Services, Marketing
Education
Hampton University
Bachelor of Science (BS), Finance, General
Jackson Memorial High School
Rimeiko Lyles Rimeiko Lyles's Advent Capital Management Experience June 2014 - August 2014
Job Corporate and Investment Banking at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Advent Capital Management June 2014 - August 2014
Office of Residential Operations May 2013 - August 2013
Bluefoot Partners LLC September 2012 - March 2013
Skills
Research, Financial Economics, Financial Markets, Public Speaking, Organizational..., Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Fundraising, Teaching, Customer Service, Superior Work Ethic, Networking, Business Planning
Education
Columbia University in the City of New York 2011 — 2015
Economics
University School of Nashville 2008 — 2010
Citi June 2015 - Present
Advent Capital Management June 2014 - August 2014
Office of Residential Operations May 2013 - August 2013
Bluefoot Partners LLC September 2012 - March 2013
Skills
Research, Financial Economics, Financial Markets, Public Speaking, Organizational..., Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Fundraising, Teaching, Customer Service, Superior Work Ethic, Networking, Business Planning
Education
Columbia University in the City of New York 2011 — 2015
Economics
University School of Nashville 2008 — 2010
Jill Baker, CFA Jill Baker, CFA's Advent Capital Management Experience March 2008 - January 2010
Job Director at Foundation for Child Development
Industry Investment Management
Experience
Foundation for Child Development March 2015 - Present
Asia Business Council December 2011 - Present
Advent Capital Management March 2008 - January 2010
Ark Asset Management January 2002 - March 2008
Knott Partners L.P. June 1995 - March 2001
Skills
Hedge Funds, Investments, Asset Managment, Valuation, Equities, Financial Modeling, Equity Research, Bloomberg, Fixed Income, Asset Allocation, Financial Analysis, Investment Strategies, Securities, Alternative Investments, Asset Management, Corporate Finance, Portfolio Management, Investment Management, Capital Markets, Financial Services, Private Equity, Trading, Bonds, Emerging Markets, Derivatives, Options, Venture Capital, Banking, Investment Banking, Mutual Funds, Investment Advisory, Financial Markets, Bloomberg Terminal
Education
George Mason University
Bachelor of Arts (B.A.), Economics
NYU Stern School of Business
MS, Global Finance
Foundation for Child Development March 2015 - Present
Asia Business Council December 2011 - Present
Advent Capital Management March 2008 - January 2010
Ark Asset Management January 2002 - March 2008
Knott Partners L.P. June 1995 - March 2001
Skills
Hedge Funds, Investments, Asset Managment, Valuation, Equities, Financial Modeling, Equity Research, Bloomberg, Fixed Income, Asset Allocation, Financial Analysis, Investment Strategies, Securities, Alternative Investments, Asset Management, Corporate Finance, Portfolio Management, Investment Management, Capital Markets, Financial Services, Private Equity, Trading, Bonds, Emerging Markets, Derivatives, Options, Venture Capital, Banking, Investment Banking, Mutual Funds, Investment Advisory, Financial Markets, Bloomberg Terminal
Education
George Mason University
Bachelor of Arts (B.A.), Economics
NYU Stern School of Business
MS, Global Finance
Alvin Ng's Advent Capital Management Experience July 2010 - August 2010
Job Investment Banking Analyst at HSBC
Industry Investment Banking
Experience
HSBC September 2014 - Present
Citi June 2012 - September 2014
Global Gaming & Hospitality February 2012 - May 2012
Citi May 2011 - August 2011
Agrion January 2011 - May 2011
Advent Capital Management July 2010 - August 2010
Public Resources Advisory Group July 2008 - August 2008
Skills
Corporate Finance, Public Finance, Financial Modeling, Financial Analysis, Microsoft Office, Municipal Bonds, DCF, Project Finance, Fixed Income, DBC Finance, Investment Banking, Derivatives, Finance, Mergers & Acquisitions, Bloomberg Terminal, Valuation, Equity Research, Bloomberg, Microsoft Excel, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics
Susan E. Wagner High School 2004 — 2008
Advanced Regents Diploma
HSBC September 2014 - Present
Citi June 2012 - September 2014
Global Gaming & Hospitality February 2012 - May 2012
Citi May 2011 - August 2011
Agrion January 2011 - May 2011
Advent Capital Management July 2010 - August 2010
Public Resources Advisory Group July 2008 - August 2008
Skills
Corporate Finance, Public Finance, Financial Modeling, Financial Analysis, Microsoft Office, Municipal Bonds, DCF, Project Finance, Fixed Income, DBC Finance, Investment Banking, Derivatives, Finance, Mergers & Acquisitions, Bloomberg Terminal, Valuation, Equity Research, Bloomberg, Microsoft Excel, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics
Susan E. Wagner High School 2004 — 2008
Advanced Regents Diploma
Weihan Xiong's Advent Capital Management Experience January 2015 - Present
Job Associate Developer at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management January 2015 - Present
Arvato Finance Services Ltd January 2012 - January 2015
Logisys Computer Inc June 2011 - September 2011
Finance Bureau of XiCheng District July 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, SAS, Data Analysis, Databases, Visual Basic, Forecasting, C++, Finance, Java, Unix, Economics, Matlab, Microsoft Office, Machine Learning, Econometrics, Algorithms, Security Engineering, C#, Investment Strategies, Foreign Exchange..., Python, Hadoop, Hive, Apache Pig, HBase, Oozie, Flume, Apache ZooKeeper
Education
University of California, Santa Cruz 2010 — 2011
Master of Science, Applied Economics and Finance
Imperial College London 2007 — 2009
Master of Science, Electrical Engineering
University of York 2003 — 2007
Bachelor of Engineering, Electronic Engineering
Advent Capital Management January 2015 - Present
Arvato Finance Services Ltd January 2012 - January 2015
Logisys Computer Inc June 2011 - September 2011
Finance Bureau of XiCheng District July 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, SAS, Data Analysis, Databases, Visual Basic, Forecasting, C++, Finance, Java, Unix, Economics, Matlab, Microsoft Office, Machine Learning, Econometrics, Algorithms, Security Engineering, C#, Investment Strategies, Foreign Exchange..., Python, Hadoop, Hive, Apache Pig, HBase, Oozie, Flume, Apache ZooKeeper
Education
University of California, Santa Cruz 2010 — 2011
Master of Science, Applied Economics and Finance
Imperial College London 2007 — 2009
Master of Science, Electrical Engineering
University of York 2003 — 2007
Bachelor of Engineering, Electronic Engineering
Lucy Pesa Lucy Pesa's Advent Capital Management Experience January 2008 - November 2008
Job Vice President Investor Relations at Evanston Capital Management
Industry Financial Services
Experience
Evanston Capital Management June 2013 - Present
Witherspoon Global February 2011 - June 2013
Titan Capital Group September 2010 - February 2011
CQS (US), LLC June 2009 - September 2010
Advent Capital Management January 2008 - November 2008
Lord Abbett & Co. LLC 1997 - 2008
Skills
Alternative Investments, Investor Relations, Marketing Communications
Education
Fordham University
Bachelor of Science (BS), Marketing
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion Buying & Merchandising
Evanston Capital Management June 2013 - Present
Witherspoon Global February 2011 - June 2013
Titan Capital Group September 2010 - February 2011
CQS (US), LLC June 2009 - September 2010
Advent Capital Management January 2008 - November 2008
Lord Abbett & Co. LLC 1997 - 2008
Skills
Alternative Investments, Investor Relations, Marketing Communications
Education
Fordham University
Bachelor of Science (BS), Marketing
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Fashion Buying & Merchandising
Samantha Maurer Samantha Maurer's Advent Capital Management Experience May 2013 - February 2014
Job Executive Assistant at LeFrak Energy
Industry Investment Management
Experience
LeFrak Energy May 2015 - Present
SK Energy Shots March 2014 - May 2015
Advent Capital Management May 2013 - February 2014
Cantor Fitzgerald December 2008 - May 2013
Cantor Fitzgerald July 2007 - November 2008
Skills
Bloomberg, Bonds, Fixed Income, Settlement, Series 7, Series 63, Investments, Finance, Capital Markets, Alternative Investments, Emerging Markets, Clienteer, Derivatives, Banking, Investment Banking, Equities, Asset Allocation, Trading, Hedge Funds
Education
Siena College 2003 — 2007
BS, Finance, 3.7
Siena College 2003 — 2007
Bachelor's degree, Finance, General
LeFrak Energy May 2015 - Present
SK Energy Shots March 2014 - May 2015
Advent Capital Management May 2013 - February 2014
Cantor Fitzgerald December 2008 - May 2013
Cantor Fitzgerald July 2007 - November 2008
Skills
Bloomberg, Bonds, Fixed Income, Settlement, Series 7, Series 63, Investments, Finance, Capital Markets, Alternative Investments, Emerging Markets, Clienteer, Derivatives, Banking, Investment Banking, Equities, Asset Allocation, Trading, Hedge Funds
Education
Siena College 2003 — 2007
BS, Finance, 3.7
Siena College 2003 — 2007
Bachelor's degree, Finance, General
Tony Huang's Advent Capital Management Experience February 2007 - Present
Job Portfolio Manager & Research Analyst at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management February 2007 - Present
Essex Investment Management October 2001 - August 2006
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Bachelor's Degree, Economics, Finance, International Relations
Advent Capital Management February 2007 - Present
Essex Investment Management October 2001 - August 2006
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Bachelor's Degree, Economics, Finance, International Relations
Hemali Dassani's Advent Capital Management Experience 2006 - 2008
Job Director, Investor Relations at Castle Harlan
Industry Financial Services
Experience
Castle Harlan October 2013 - Present
The Harvard Business School Club of Greater New York July 2012 - July 2015
Old City Investment Partners 2011 - October 2013
Diamond Edge Capital 2009 - 2011
Advent Capital Management 2006 - 2008
Dassani & Tan 2001 - 2006
Deloitte Consulting 1999 - 2001
Accenture 1993 - 1996
Skills
Private Equity, Alternative Investments, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Capital Markets, Equity Research, Emerging Markets, Valuation, Fixed Income, Derivatives, Investment Strategies, Venture Capital
Education
Harvard Business School 1997 — 1999
MBA
Northwestern University 1989 — 1993
Bachelor of Science, Industrial Engineering
Castle Harlan October 2013 - Present
The Harvard Business School Club of Greater New York July 2012 - July 2015
Old City Investment Partners 2011 - October 2013
Diamond Edge Capital 2009 - 2011
Advent Capital Management 2006 - 2008
Dassani & Tan 2001 - 2006
Deloitte Consulting 1999 - 2001
Accenture 1993 - 1996
Skills
Private Equity, Alternative Investments, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Capital Markets, Equity Research, Emerging Markets, Valuation, Fixed Income, Derivatives, Investment Strategies, Venture Capital
Education
Harvard Business School 1997 — 1999
MBA
Northwestern University 1989 — 1993
Bachelor of Science, Industrial Engineering
Chao Cheng Gao's Advent Capital Management Experience August 2013 - Present
Job
Industry Financial Services
Experience
Advent Capital Management August 2013 - Present
Oak Hill Advisors August 2006 - December 2012
GlobeOp Financial Services May 2005 - August 2006
Skills
Hedge Funds, Swaps, Bloomberg, Asset Managment, Middle Office, Fixed Income, Alternative Investments, Derivatives, Credit Derivatives, Equities, Capital Markets, Settlement, Options, Portfolio Management, Trading, Asset Management
Education
Stony Brook University 2002 — 2004
MS
Stony Brook University 1998 — 2002
BS
Advent Capital Management August 2013 - Present
Oak Hill Advisors August 2006 - December 2012
GlobeOp Financial Services May 2005 - August 2006
Skills
Hedge Funds, Swaps, Bloomberg, Asset Managment, Middle Office, Fixed Income, Alternative Investments, Derivatives, Credit Derivatives, Equities, Capital Markets, Settlement, Options, Portfolio Management, Trading, Asset Management
Education
Stony Brook University 2002 — 2004
MS
Stony Brook University 1998 — 2002
BS
Brian Goodstadt, CFA's Advent Capital Management Experience June 2000 - May 2002
Job Investment Advisor at Paragon Capital Management
Industry Financial Services
Experience
Paragon Capital Management, Ltd. January 2005 - Present
Riverside Capital Management June 2002 - July 2004
Advent Capital Management June 2000 - May 2002
Standard & Poor's May 1996 - June 2000
Salomon Brothers August 1991 - April 1994
Skills
Wealth Management..., Investment Management, Retirement Planning, High Net Worth..., Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Capital Markets, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Boston University 1987 — 1991
BS, Finance
Paragon Capital Management, Ltd. January 2005 - Present
Riverside Capital Management June 2002 - July 2004
Advent Capital Management June 2000 - May 2002
Standard & Poor's May 1996 - June 2000
Salomon Brothers August 1991 - April 1994
Skills
Wealth Management..., Investment Management, Retirement Planning, High Net Worth..., Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Capital Markets, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Boston University 1987 — 1991
BS, Finance
Doug Melancon, M.D.'s Advent Capital Management Experience February 2004 - Present
Job Managing Director at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management February 2004 - Present
Merlin Biomed August 2001 - January 2004
Weiss, Peck & Greer February 2000 - August 2001
Education
University of Pennsylvania School of Medicine 1990 — 1994
University of Illinois at Urbana-Champaign 1988 — 1990
MBA
University of Illinois at Urbana-Champaign 1985 — 1988
B.S., Bioengineering
Bishop McNamara 1981 — 1985
Advent Capital Management February 2004 - Present
Merlin Biomed August 2001 - January 2004
Weiss, Peck & Greer February 2000 - August 2001
Education
University of Pennsylvania School of Medicine 1990 — 1994
University of Illinois at Urbana-Champaign 1988 — 1990
MBA
University of Illinois at Urbana-Champaign 1985 — 1988
B.S., Bioengineering
Bishop McNamara 1981 — 1985
Andrzej Rojek's Advent Capital Management Experience November 2011 - May 2014
Job Private investor, entrepreneur and NGO executive
Industry Financial Services
Experience
Advent Capital Management November 2011 - May 2014
Lydian Asset Management June 1999 - November 2011
Bankers Trust Company 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Alternative Investments, Equities, Derivatives, Fixed Income, Asset Managment, Capital Markets, Asset Allocation, Portfolio Management, Credit Derivatives, Structured Products, Options, Investment Strategies, Hedge Funds, Private Foundations, Investment Advisory, Investment Management, Financial Structuring, Asset Management, Trading, Bonds, Equity Trading, Equity Derivatives
Education
Columbia University in the City of New York 1981 — 1985
M Sc, Economics
University of Warsaw 1974 — 1979
M.A, Economics
Advent Capital Management November 2011 - May 2014
Lydian Asset Management June 1999 - November 2011
Bankers Trust Company 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Alternative Investments, Equities, Derivatives, Fixed Income, Asset Managment, Capital Markets, Asset Allocation, Portfolio Management, Credit Derivatives, Structured Products, Options, Investment Strategies, Hedge Funds, Private Foundations, Investment Advisory, Investment Management, Financial Structuring, Asset Management, Trading, Bonds, Equity Trading, Equity Derivatives
Education
Columbia University in the City of New York 1981 — 1985
M Sc, Economics
University of Warsaw 1974 — 1979
M.A, Economics
Nancy Enslein Stuebe's Advent Capital Management Experience July 1995 - June 1998
Job Senior Research Analyst at Gabelli Group Capital Partners
Industry Financial Services
Experience
Gabelli Performance Partnership, LP April 2015 - Present
AIS Capital Management, L.P. August 2008 - March 2015
GAMCO Investors, Inc. May 2005 - August 2008
William D. Witter, Inc. August 2003 - May 2005
Weiss, Peck & Greer LLC June 1998 - August 2003
Advent Capital Management July 1995 - June 1998
Oppenheimer Capital April 1993 - July 1995
Skills
Portfolio Management, Equities, Hedge Funds, Investments, Financial Analysis, Securities, Equity Research, Stock Picking, Microsoft Excel, Microsoft Word, Trading, Equity Valuation, Investment Banking, Mergers & Acquisitions, Fixed Income, Venture Capital, Valuation, Commodity, Investment Strategies, Asset Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Money & Financial Markets
Wellesley College
Bachelor's Degree, Economics
Gabelli Performance Partnership, LP April 2015 - Present
AIS Capital Management, L.P. August 2008 - March 2015
GAMCO Investors, Inc. May 2005 - August 2008
William D. Witter, Inc. August 2003 - May 2005
Weiss, Peck & Greer LLC June 1998 - August 2003
Advent Capital Management July 1995 - June 1998
Oppenheimer Capital April 1993 - July 1995
Skills
Portfolio Management, Equities, Hedge Funds, Investments, Financial Analysis, Securities, Equity Research, Stock Picking, Microsoft Excel, Microsoft Word, Trading, Equity Valuation, Investment Banking, Mergers & Acquisitions, Fixed Income, Venture Capital, Valuation, Commodity, Investment Strategies, Asset Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Money & Financial Markets
Wellesley College
Bachelor's Degree, Economics
Nicholas Raymond's Advent Capital Management Experience September 2008 - October 2013
Job Network Engineer at Adaptive Solutions
Industry Computer Networking
Experience
Adaptive Solutions October 2013 - Present
Advent Capital Management September 2008 - October 2013
EXENET LLC 2005 - 2008
Zurich Capital 2001 - 2006
Deutsche Bank October 2000 - August 2001
Gruntal 1997 - 1999
Skills
VMware, Active Directory, Disaster Recovery, Servers, Virtualization, VMware ESX
Education
Borough of Manhattan Community College 1995 — 1997
Adaptive Solutions October 2013 - Present
Advent Capital Management September 2008 - October 2013
EXENET LLC 2005 - 2008
Zurich Capital 2001 - 2006
Deutsche Bank October 2000 - August 2001
Gruntal 1997 - 1999
Skills
VMware, Active Directory, Disaster Recovery, Servers, Virtualization, VMware ESX
Education
Borough of Manhattan Community College 1995 — 1997
Douglas Teresko, CFA's Advent Capital Management Experience October 2011 - Present
Job Capital Structure Arbitrage Portfolio Manager
Industry Financial Services
Experience
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
David Chasen's Advent Capital Management Experience 2009 - Present
Job at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management 2009 - Present
BlueMountain Capital Management 2004 - 2007
Strategic Value Partners 2002 - 2004
Wasserstein Perella 1998 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1991 - 1994
Skills
Distressed Debt, High Yield, Credit Analysis, Event-driven, Fixed Income, Bankruptcy, Chapter 11, Financial Modeling, Value Investing, M&A analysis, Hedge Funds, Corporate Law, Equities, Valuation, Alternative Investments, Asset Management, Investments, Corporate Finance, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA)
Harvard Law School 1988 — 1991
JD, Law
University of Pennsylvania 1984 — 1988
BA
Advent Capital Management 2009 - Present
BlueMountain Capital Management 2004 - 2007
Strategic Value Partners 2002 - 2004
Wasserstein Perella 1998 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1991 - 1994
Skills
Distressed Debt, High Yield, Credit Analysis, Event-driven, Fixed Income, Bankruptcy, Chapter 11, Financial Modeling, Value Investing, M&A analysis, Hedge Funds, Corporate Law, Equities, Valuation, Alternative Investments, Asset Management, Investments, Corporate Finance, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA)
Harvard Law School 1988 — 1991
JD, Law
University of Pennsylvania 1984 — 1988
BA
Michael Robertiello's Advent Capital Management Experience June 1998 - May 2005
Job Director of Operations First New York Capital Management
Industry Financial Services
Experience
First New York Securities April 2011 - Present
JP Morgan August 2010 - April 2011
Seneca Capital May 2005 - February 2009
Advent Capital Management June 1998 - May 2005
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investments, Trading, Capital Markets, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
First New York Securities April 2011 - Present
JP Morgan August 2010 - April 2011
Seneca Capital May 2005 - February 2009
Advent Capital Management June 1998 - May 2005
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investments, Trading, Capital Markets, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
Shane Hoffman's Advent Capital Management Experience May 2005 - February 2011
Job Account Manager Trading Systems at Bloomberg
Industry Investment Management
Experience
Bloomberg November 2010 - Present
Advent Capital Management May 2005 - February 2011
GlobeOp Financial Services April 2004 - May 2005
JPMorgan Chase August 2001 - September 2003
Skills
Trading Systems, Equities, Bloomberg, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Bonds, Mutual Funds, Options, Money Market, Securities, Middle Office, Alternative Investments, Portfolio Management, Trading, Capital Markets, Financial Markets, Asset Management, Investments
Education
Hofstra University
Bloomberg November 2010 - Present
Advent Capital Management May 2005 - February 2011
GlobeOp Financial Services April 2004 - May 2005
JPMorgan Chase August 2001 - September 2003
Skills
Trading Systems, Equities, Bloomberg, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Equity Derivatives, Bonds, Mutual Funds, Options, Money Market, Securities, Middle Office, Alternative Investments, Portfolio Management, Trading, Capital Markets, Financial Markets, Asset Management, Investments
Education
Hofstra University
Daniel Partlow's Advent Capital Management Experience February 2011 - Present
Job Managing Director, Chief Risk Officer at Advent Capital Management
Industry Financial Services
Experience
Advent Capital Management February 2011 - Present
Stanfield Capital Partners February 2007 - February 2011
MBIA July 2006 - February 2007
AIG July 2002 - July 2006
Algorithmics February 2001 - July 2002
Integrity Treasury Solutions 1996 - 1998
Integrity Treasury Solutions 1996 - 1998
FNX Limited 1995 - 1996
Multinational Computer Models 1993 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment, Asset Management, Capital Markets, Derivatives, Enterprise Risk..., Equities, FX Options, Finance, Financial Risk, Fixed Income, Investments, Portfolio Management, Risk Management, Venture Capital
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Finance
Thunderbird School of Global Management 1992 — 1993
MBA, International Finance
Advent Capital Management February 2011 - Present
Stanfield Capital Partners February 2007 - February 2011
MBIA July 2006 - February 2007
AIG July 2002 - July 2006
Algorithmics February 2001 - July 2002
Integrity Treasury Solutions 1996 - 1998
Integrity Treasury Solutions 1996 - 1998
FNX Limited 1995 - 1996
Multinational Computer Models 1993 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment, Asset Management, Capital Markets, Derivatives, Enterprise Risk..., Equities, FX Options, Finance, Financial Risk, Fixed Income, Investments, Portfolio Management, Risk Management, Venture Capital
Education
Thunderbird School of Global Management 1993 — 1994
MBA, International Finance
Thunderbird School of Global Management 1992 — 1993
MBA, International Finance
Daniel Frommer's Advent Capital Management Experience June 2008 - December 2008
Job Investment Professional
Industry Investment Management
Experience
UBS Investment Bank April 2009 - December 2013
Advent Capital Management June 2008 - December 2008
Bear Stearns August 1996 - June 2008
Nomura May 1994 - August 1996
Skills
Distressed Debt, Trading, High Yield, Credit Derivatives, Fixed Income, Risk Management, Convertible Bonds, CDS, Rates, Credit, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Mutual Funds, Equities, Bonds
Education
Cornell University
B.A., Economics, International Relations
New York University - Leonard N. Stern School of Business
MBA, Finance
UBS Investment Bank April 2009 - December 2013
Advent Capital Management June 2008 - December 2008
Bear Stearns August 1996 - June 2008
Nomura May 1994 - August 1996
Skills
Distressed Debt, Trading, High Yield, Credit Derivatives, Fixed Income, Risk Management, Convertible Bonds, CDS, Rates, Credit, Capital Markets, Hedge Funds, Portfolio Management, Derivatives, Mutual Funds, Equities, Bonds
Education
Cornell University
B.A., Economics, International Relations
New York University - Leonard N. Stern School of Business
MBA, Finance
Chung Tam's Advent Capital Management Experience February 2005 - Present
Job Controller at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management February 2005 - Present
RBC Capital Markets March 2003 - January 2005
Citco Fund Services July 2001 - March 2003
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Middle Office, Derivatives, Fund Of Funds, Equities, Asset Management, Bonds, Securities, Fund Accounting, Private Equity, Fund Administration, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Accounting
Advent Capital Management February 2005 - Present
RBC Capital Markets March 2003 - January 2005
Citco Fund Services July 2001 - March 2003
Skills
Alternative Investments, Hedge Funds, Bloomberg, Fixed Income, Middle Office, Derivatives, Fund Of Funds, Equities, Asset Management, Bonds, Securities, Fund Accounting, Private Equity, Fund Administration, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Accounting
Brian Hickey's Advent Capital Management Experience June 2015 - Present
Job Managing Director at Advent Capital Management
Industry Fund-Raising
Experience
Advent Capital Management June 2015 - Present
Pillar Capital Management Limited November 2013 - May 2015
Deutsche Asset Management April 2011 - October 2013
TUDOR INVESTMENT CORPORATION October 2009 - April 2011
Citi February 2007 - September 2009
Clinton Group October 1994 - March 2006
Skills
Hedge Funds, Fixed Income, Portfolio Management, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Asset Allocation, Investment Banking, Structured Products, Investment Strategies, Asset Management, Financial Modeling, Financial Advisory, Capital Markets, Private Equity, Bloomberg, Emerging Markets, Series 7, Investment Management, Institutional..., Funding
Education
University of South Florida 1989 — 1993
Bachelor's degree, Finance, General
Advent Capital Management June 2015 - Present
Pillar Capital Management Limited November 2013 - May 2015
Deutsche Asset Management April 2011 - October 2013
TUDOR INVESTMENT CORPORATION October 2009 - April 2011
Citi February 2007 - September 2009
Clinton Group October 1994 - March 2006
Skills
Hedge Funds, Fixed Income, Portfolio Management, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Asset Allocation, Investment Banking, Structured Products, Investment Strategies, Asset Management, Financial Modeling, Financial Advisory, Capital Markets, Private Equity, Bloomberg, Emerging Markets, Series 7, Investment Management, Institutional..., Funding
Education
University of South Florida 1989 — 1993
Bachelor's degree, Finance, General
Patrick Callahan's Advent Capital Management Experience February 2008 - May 2010
Job Investment Analyst at Alternative Investment Group
Industry Investment Management
Experience
Alternative Investment Group July 2015 - Present
FNY Capital Management December 2010 - April 2015
Scottwood Capital Management June 2010 - October 2010
Advent Capital Management February 2008 - May 2010
Citi June 2006 - February 2008
Skills
Trading, Options, Derivatives, Equities, Fixed Income, Credit Derivatives, Convertible Bonds, Options Strategies, Electronic Trading, Risk Management, Series 7, Equity Research, Futures Trading, Natural Gas, Crude Oil, S&P, Gold, Metals, High Yield Bonds, Convertible Arbitrage, Options Pricing, High Yield, Credit Risk, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Risk Arbitrage, Arbitrage, Commodity, Portfolio Management, Hedging, Bonds, Bloomberg
Education
University of Connecticut 2002 — 2006
Bachelors, Economics
Alternative Investment Group July 2015 - Present
FNY Capital Management December 2010 - April 2015
Scottwood Capital Management June 2010 - October 2010
Advent Capital Management February 2008 - May 2010
Citi June 2006 - February 2008
Skills
Trading, Options, Derivatives, Equities, Fixed Income, Credit Derivatives, Convertible Bonds, Options Strategies, Electronic Trading, Risk Management, Series 7, Equity Research, Futures Trading, Natural Gas, Crude Oil, S&P, Gold, Metals, High Yield Bonds, Convertible Arbitrage, Options Pricing, High Yield, Credit Risk, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Risk Arbitrage, Arbitrage, Commodity, Portfolio Management, Hedging, Bonds, Bloomberg
Education
University of Connecticut 2002 — 2006
Bachelors, Economics
Craig Altshuler's Advent Capital Management Experience May 2012 - Present
Job Director, Client Advisory Group at Advent Capital
Industry Investment Management
Experience
Advent Capital Management May 2012 - Present
New York April 2009 - May 2012
Drake Management LLC May 2007 - April 2009
BlackRock July 2000 - May 2007
Skills
Fixed Income, Asset Management, Institutional..., Bonds, High Yield, Relationship Management
Education
Cornell University 1996 — 2000
Bachelor of Science, Applied Economics and Business Management
Advent Capital Management May 2012 - Present
New York April 2009 - May 2012
Drake Management LLC May 2007 - April 2009
BlackRock July 2000 - May 2007
Skills
Fixed Income, Asset Management, Institutional..., Bonds, High Yield, Relationship Management
Education
Cornell University 1996 — 2000
Bachelor of Science, Applied Economics and Business Management
Emily Leonard's Advent Capital Management Experience 2008 - March 2012
Job Strategic Planning Silverback Asset Management
Industry Investment Management
Experience
Silverback Asset Management April 2012 - Present
Advent Capital Management 2008 - March 2012
Drake Management 2005 - 2008
Federal Reserve Bank of New York 1999 - 2002
Skills
Equities, Hedge Funds, Alternative Investments, Bonds, Strategic Planning
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Emory University 1995 — 1999
BA, Economics
Silverback Asset Management April 2012 - Present
Advent Capital Management 2008 - March 2012
Drake Management 2005 - 2008
Federal Reserve Bank of New York 1999 - 2002
Skills
Equities, Hedge Funds, Alternative Investments, Bonds, Strategic Planning
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (M.B.A.)
Emory University 1995 — 1999
BA, Economics
Peter J. St. Denis, CFA's Advent Capital Management Experience 2002 - 2006
Job Senior Equity/Credit Analyst at Markston International
Industry Investment Management
Experience
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Markston International 2007 - Present
Advent Capital Management 2002 - 2006
Evergreen Investments 2000 - 2002
First Manhattan Co. 1997 - 2000
Dun & Bradstreet 1992 - 1997
Merrill Lynch 1990 - 1992
Skills
Equities, Hedge Funds, Portfolio Management, High Yield, Investments, Convertible Bonds, Equity Research, Alternative Investments, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance, Economics
University at Buffalo 1986 — 1990
BS, Accounting
Marc Aylett's Advent Capital Management Experience January 2015 - Present
Job Associate Portfolio Manager at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management January 2015 - Present
Pomelo Capital January 2012 - December 2014
Barclays Capital June 2007 - January 2012
Lehman Brothers June 2003 - June 2007
Lehman Brothers 2000 - 2003
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Valuation, Special Situations, Bloomberg, Equity Research, Financial Modeling, Private Equity, Bonds, Fixed Income Analysis, Credit Derivatives, CDS, Capital Structure, Proprietary Trading, Credit Analysis, Portfolio Management, Asset Management, Alternative Investments, Trading, Securities, Series 63, Investments, Equity Derivatives, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance & Accounting
Union College 1989 — 1993
BA, Economics
Advent Capital Management January 2015 - Present
Pomelo Capital January 2012 - December 2014
Barclays Capital June 2007 - January 2012
Lehman Brothers June 2003 - June 2007
Lehman Brothers 2000 - 2003
Skills
High Yield, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Valuation, Special Situations, Bloomberg, Equity Research, Financial Modeling, Private Equity, Bonds, Fixed Income Analysis, Credit Derivatives, CDS, Capital Structure, Proprietary Trading, Credit Analysis, Portfolio Management, Asset Management, Alternative Investments, Trading, Securities, Series 63, Investments, Equity Derivatives, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance & Accounting
Union College 1989 — 1993
BA, Economics
Christopher Paling's Advent Capital Management Experience November 2010 - April 2013
Job Operations at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management May 2013 - Present
Advent Capital Management November 2010 - April 2013
Morgan Stanley July 2007 - November 2011
Morgan Stanley January 2005 - July 2007
Morgan Stanley December 2003 - January 2005
Skills
Risk Management, Derivatives, Fixed Income, Equities, Trading, Bloomberg, Capital Markets, Securities, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management, Alternative Investments
Education
Monmouth University 2003 — 2005
MBA, FInannce
Monmouth University 1999 — 2003
Bachelors, Finance and Mathematics
Visium Asset Management May 2013 - Present
Advent Capital Management November 2010 - April 2013
Morgan Stanley July 2007 - November 2011
Morgan Stanley January 2005 - July 2007
Morgan Stanley December 2003 - January 2005
Skills
Risk Management, Derivatives, Fixed Income, Equities, Trading, Bloomberg, Capital Markets, Securities, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management, Alternative Investments
Education
Monmouth University 2003 — 2005
MBA, FInannce
Monmouth University 1999 — 2003
Bachelors, Finance and Mathematics
Ellen Dunleavy's Advent Capital Management Experience May 2013 - Present
Job Investor Relations Associate at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management May 2013 - Present
MacKay Shields July 2010 - November 2012
Women's World Banking January 2010 - May 2010
Instituto Palmas October 2009 - May 2010
Brac Bank Limited May 2009 - August 2009
ICAP August 2007 - August 2008
D-TRAC July 2006 - July 2007
Skills
Bloomberg, Financial Modeling, Investments, Financial Analysis, PowerPoint, Market Analysis, Client Services, Performance Monitoring
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Development Economics and International Development
Fairfield University 2002 — 2006
Bachelor of Arts, International Affairs
Vesalius College 2005 — 2005
Study Abroad
Advent Capital Management May 2013 - Present
MacKay Shields July 2010 - November 2012
Women's World Banking January 2010 - May 2010
Instituto Palmas October 2009 - May 2010
Brac Bank Limited May 2009 - August 2009
ICAP August 2007 - August 2008
D-TRAC July 2006 - July 2007
Skills
Bloomberg, Financial Modeling, Investments, Financial Analysis, PowerPoint, Market Analysis, Client Services, Performance Monitoring
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Development Economics and International Development
Fairfield University 2002 — 2006
Bachelor of Arts, International Affairs
Vesalius College 2005 — 2005
Study Abroad
Anthony Avona's Advent Capital Management Experience June 2010 - April 2012
Job Trading Assistant at Claren Road Asset Management
Industry Financial Services
Experience
Claren Road Asset Management April 2012 - Present
Advent Capital Management June 2010 - April 2012
SKIP of New York, Inc. January 2009 - July 2010
Consulting Magazine April 2006 - December 2008
Law Offices of Michael M. Walsh, ESQ August 2007 - February 2008
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
Claren Road Asset Management April 2012 - Present
Advent Capital Management June 2010 - April 2012
SKIP of New York, Inc. January 2009 - July 2010
Consulting Magazine April 2006 - December 2008
Law Offices of Michael M. Walsh, ESQ August 2007 - February 2008
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance and Investments
Joshua Gottlieb's Advent Capital Management Experience 2004 - 2005
Job Executive Recruiter at Green Key Resources
Industry Staffing and Recruiting
Experience
Green Key Resources 2010 - Present
Apollo Capital Management January 2009 - August 2010
Dune Capital April 2007 - December 2008
Plainfield Asset Management 2006 - 2007
Advent Capital Management 2004 - 2005
DKR Capital 2002 - 2004
UBS 2000 - 2002
Salomon Smith Barney 1999 - 2000
Education
Pace University
BBA, Finance
Green Key Resources 2010 - Present
Apollo Capital Management January 2009 - August 2010
Dune Capital April 2007 - December 2008
Plainfield Asset Management 2006 - 2007
Advent Capital Management 2004 - 2005
DKR Capital 2002 - 2004
UBS 2000 - 2002
Salomon Smith Barney 1999 - 2000
Education
Pace University
BBA, Finance
Scott Glickman, CFA, CAIA's Advent Capital Management Experience March 2009 - June 2010
Job Managing Director, Sales & Marketing at UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management September 2013 - Present
FRM Americas LLC. June 2010 - July 2013
Advent Capital Management March 2009 - June 2010
Ivy Asset Management March 2001 - January 2009
J.P. Morgan February 1997 - January 2001
Neuberger Berman June 1992 - February 1997
Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
UBP Asset Management September 2013 - Present
FRM Americas LLC. June 2010 - July 2013
Advent Capital Management March 2009 - June 2010
Ivy Asset Management March 2001 - January 2009
J.P. Morgan February 1997 - January 2001
Neuberger Berman June 1992 - February 1997
Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
Patrice Gallagher's Advent Capital Management Experience January 1999 - July 2003
Job Managing Director at Alternative Access Capital, LLC
Industry Financial Services
Experience
Alternative Access Capital, LLC July 2014 - Present
JPM Advisors, Llc August 2010 - July 2014
Visium Asset Management August 2008 - August 2010
Merrill Lynch 2007 - 2008
Para Advisors 2003 - 2006
Advent Capital Management January 1999 - July 2003
Lehman Brothers 1991 - 1998
Education
New York University
Bachelor of Arts (B.A.), Economics
Alternative Access Capital, LLC July 2014 - Present
JPM Advisors, Llc August 2010 - July 2014
Visium Asset Management August 2008 - August 2010
Merrill Lynch 2007 - 2008
Para Advisors 2003 - 2006
Advent Capital Management January 1999 - July 2003
Lehman Brothers 1991 - 1998
Education
New York University
Bachelor of Arts (B.A.), Economics
Bernardo Pallicer's Advent Capital Management Experience November 2007 - December 2008
Job Financial Professional
Industry Financial Services
Experience
Citadel Securities September 2009 - August 2011
Advent Capital Management November 2007 - December 2008
Merrill Lynch May 1994 - February 2007
Aubrey G Lanston & Co. April 1987 - April 1994
Deloitte September 1984 - April 1987
Skills
Equities, Securities, Investment Banking, Asset Management, Bloomberg
Education
New York University 1990 — 1992
MBA, Finance
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
Citadel Securities September 2009 - August 2011
Advent Capital Management November 2007 - December 2008
Merrill Lynch May 1994 - February 2007
Aubrey G Lanston & Co. April 1987 - April 1994
Deloitte September 1984 - April 1987
Skills
Equities, Securities, Investment Banking, Asset Management, Bloomberg
Education
New York University 1990 — 1992
MBA, Finance
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
Richard A. Rosen, CFA's Advent Capital Management Experience September 2009 - October 2011
Job Managing Partner at Satucket Capital Management, LLC
Industry Investment Management
Experience
Satucket Capital Management, LLC December 2011 - Present
Advent Capital Management September 2009 - October 2011
MacKay Shields, LLC January 1999 - June 2009
Prudential Investments August 1991 - January 1999
Skills
Asset Managment, Fixed Income, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Securities, Mutual Funds, Valuation, Capital Markets, Investment Management, Portfolio Management, Equity Research, Investment Strategies, Investment Advisory, Asset Management, Investments, Bloomberg, Bonds
Education
Boston University Graduate School of Management 1982 — 1984
MBA, Finance
Drew University 1977 — 1981
BA, Political Science/History
Satucket Capital Management, LLC December 2011 - Present
Advent Capital Management September 2009 - October 2011
MacKay Shields, LLC January 1999 - June 2009
Prudential Investments August 1991 - January 1999
Skills
Asset Managment, Fixed Income, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Securities, Mutual Funds, Valuation, Capital Markets, Investment Management, Portfolio Management, Equity Research, Investment Strategies, Investment Advisory, Asset Management, Investments, Bloomberg, Bonds
Education
Boston University Graduate School of Management 1982 — 1984
MBA, Finance
Drew University 1977 — 1981
BA, Political Science/History
Claudia Gray, CFA's Advent Capital Management Experience July 2008 - February 2014
Job Associate, Brunswick Group
Industry Investment Management
Experience
Brunswick Group March 2014 - Present
Advent Capital Management July 2008 - February 2014
Citi June 2007 - July 2008
Skills
High Yield, Convertible Bonds, Hedge Funds, Fixed Income, Equities, Equity Valuation, Alternative Investments, Bonds, Asset Management, Fund Of Funds, Equity Research, Bloomberg, Derivatives, Capital Markets, Emerging Markets
Education
Lehigh University 2003 — 2007
BS, Finance
St. Georges School 1999 — 2003
Brunswick Group March 2014 - Present
Advent Capital Management July 2008 - February 2014
Citi June 2007 - July 2008
Skills
High Yield, Convertible Bonds, Hedge Funds, Fixed Income, Equities, Equity Valuation, Alternative Investments, Bonds, Asset Management, Fund Of Funds, Equity Research, Bloomberg, Derivatives, Capital Markets, Emerging Markets
Education
Lehigh University 2003 — 2007
BS, Finance
St. Georges School 1999 — 2003
Keith A. Graham's Advent Capital Management Experience January 2013 - April 2015
Job Vice President at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management January 2013 - April 2015
Lombardia Capital Partners June 2010 - December 2012
Lynmar Capital Group June 2000 - February 2010
GM Pankey 1999 - 2000
New Amsterdam Partners May 1987 - May 1999
Bankers Trust May 1982 - May 1987
Skills
Investment Management, Investments, Financial Services, Strategic Planning, Asset Managment, Securities, Portfolio Management, Building Relationships, Asset Management, Equities, Alternative Investments, Financial Modeling, Fixed Income, Leadership, Asset Allocation, Hedge Funds, Equity Trading, Bloomberg, Mutual Funds
Education
Eastern University 1998 — 2000
BA, Organizational Management
Advent Capital Management January 2013 - April 2015
Lombardia Capital Partners June 2010 - December 2012
Lynmar Capital Group June 2000 - February 2010
GM Pankey 1999 - 2000
New Amsterdam Partners May 1987 - May 1999
Bankers Trust May 1982 - May 1987
Skills
Investment Management, Investments, Financial Services, Strategic Planning, Asset Managment, Securities, Portfolio Management, Building Relationships, Asset Management, Equities, Alternative Investments, Financial Modeling, Fixed Income, Leadership, Asset Allocation, Hedge Funds, Equity Trading, Bloomberg, Mutual Funds
Education
Eastern University 1998 — 2000
BA, Organizational Management
Almedine Sabovic's Advent Capital Management Experience November 2009 - Present
Job Operations Analyst at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management November 2009 - Present
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Investments, 3.5
Advent Capital Management November 2009 - Present
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Investments, 3.5
Joseph Tripodi's Advent Capital Management Experience August 2013 - January 2015
Job Trader Assistant at Ionic Capital Management
Industry Financial Services
Experience
Ionic Capital Management January 2015 - Present
Advent Capital Management August 2013 - January 2015
BNY Mellon May 2011 - August 2013
TD June 2009 - September 2010
Education
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Ionic Capital Management January 2015 - Present
Advent Capital Management August 2013 - January 2015
BNY Mellon May 2011 - August 2013
TD June 2009 - September 2010
Education
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Alfredo Viegas's Advent Capital Management Experience July 2003 - May 2006
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities November 2012 - Present
KCG Holdings, Inc. August 2009 - October 2012
Tiedemann Investment Group June 2006 - March 2009
Advent Capital Management July 2003 - May 2006
Tradition December 2001 - April 2003
Clemente Capital July 2000 - September 2001
Stratos advisors and VZB Partners March 1995 - March 2000
Salomon Brothers September 1992 - March 1995
Morgan Stanley January 1991 - September 1992
Cambridge Associates June 1990 - January 1991
Skills
Hedge Funds, Financial Analysis, Trading, Money Management, Research, Equities, Portfolio Management, Equity Research, Emerging Markets, Mutual Funds
Education
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), classics and history
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Swinburne University of Technology
Master's Degree, Astrophysics
Nomura Securities November 2012 - Present
KCG Holdings, Inc. August 2009 - October 2012
Tiedemann Investment Group June 2006 - March 2009
Advent Capital Management July 2003 - May 2006
Tradition December 2001 - April 2003
Clemente Capital July 2000 - September 2001
Stratos advisors and VZB Partners March 1995 - March 2000
Salomon Brothers September 1992 - March 1995
Morgan Stanley January 1991 - September 1992
Cambridge Associates June 1990 - January 1991
Skills
Hedge Funds, Financial Analysis, Trading, Money Management, Research, Equities, Portfolio Management, Equity Research, Emerging Markets, Mutual Funds
Education
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), classics and history
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Swinburne University of Technology
Master's Degree, Astrophysics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY