Advisory Research, Inc.
Industry: Company
DescriptionFounded: 1974 Parent organizations: Piper Jaffray, Piper Jaffray Asset Management Inc.
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Advisory Research, Inc. Employees
Employee
Years
Job
Industry
Mark Marifian Mark Marifian's Advisory Research, Inc. Experience September 2014 - Present
Job MLP & Energy Infrastructure Products Specialist
Industry Financial Services
Experience
Advisory Research, Inc. September 2014 - Present
Mercer Investments December 2012 - September 2014
Mercer Investment Consulting (Formerly Hammond Associates) September 2010 - December 2012
Wells Fargo Financial April 2010 - August 2010
U.S. House of Representatives July 2009 - August 2009
United States Senate May 2009 - June 2009
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (MBA)
Truman State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Advisory Research, Inc. September 2014 - Present
Mercer Investments December 2012 - September 2014
Mercer Investment Consulting (Formerly Hammond Associates) September 2010 - December 2012
Wells Fargo Financial April 2010 - August 2010
U.S. House of Representatives July 2009 - August 2009
United States Senate May 2009 - June 2009
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (MBA)
Truman State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Truman State University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Nicholas Connolly Nicholas Connolly's Advisory Research, Inc. Experience May 2011 - August 2011
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2012 - July 2013
Advisory Research, Inc. May 2011 - August 2011
Skills
Credit, Capital Markets, Series 7, Investments, Portfolio Management, Asset Managment
Education
Miami University
Bachelor of Science (B.S.), Finance
New Trier Township High School
J.P. Morgan July 2013 - Present
J.P. Morgan July 2012 - July 2013
Advisory Research, Inc. May 2011 - August 2011
Skills
Credit, Capital Markets, Series 7, Investments, Portfolio Management, Asset Managment
Education
Miami University
Bachelor of Science (B.S.), Finance
New Trier Township High School
Harrison Balistreri's Advisory Research, Inc. Experience July 2015 - September 2015
Job Student at Georgetown University
Industry
Experience
Global Platinum Securities January 2015 - Present
Advisory Research, Inc. July 2015 - September 2015
Georgetown University Student Investment Fund January 2014 - October 2014
Clarendon Capital Management LLC May 2014 - June 2014
U.S. House of Representatives January 2014 - May 2014
Skills
Microsoft Excel, Public Speaking, Critical Thinking, Leadership, Research, Microsoft Office, Investments, Bloomberg Terminal, Financial Analysis
Education
Georgetown University - Walsh School of Foreign Service 2013 — 2017
International Economics
The London School of Economics and Political Science (LSE) 2015 — 2016
General Course, Economic History
Universidad San Francisco de Quito 2015 — 2015
Summer Abroad
Marquette University High School 2009 — 2013
Global Platinum Securities January 2015 - Present
Advisory Research, Inc. July 2015 - September 2015
Georgetown University Student Investment Fund January 2014 - October 2014
Clarendon Capital Management LLC May 2014 - June 2014
U.S. House of Representatives January 2014 - May 2014
Skills
Microsoft Excel, Public Speaking, Critical Thinking, Leadership, Research, Microsoft Office, Investments, Bloomberg Terminal, Financial Analysis
Education
Georgetown University - Walsh School of Foreign Service 2013 — 2017
International Economics
The London School of Economics and Political Science (LSE) 2015 — 2016
General Course, Economic History
Universidad San Francisco de Quito 2015 — 2015
Summer Abroad
Marquette University High School 2009 — 2013
Doris Huang, ACCA, FRM Doris Huang, ACCA, FRM's Advisory Research, Inc. Experience 2015 - Present
Job MBA Candidate at Chicago Booth, Class of 2015
Industry Investment Management
Experience
Advisory Research, Inc. 2015 - Present
Franklin Templeton Investments 2014 - 2015
PwC Consulting 2011 - 2012
IBM Global Business Services 2008 - 2011
Skills
Business Transformation, Finance Transformation, Finance Consulting, Performance Improvement, Performance Management, M&A, Risk Management, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management Consulting, Business Development, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Economics
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Advisory Research, Inc. 2015 - Present
Franklin Templeton Investments 2014 - 2015
PwC Consulting 2011 - 2012
IBM Global Business Services 2008 - 2011
Skills
Business Transformation, Finance Transformation, Finance Consulting, Performance Improvement, Performance Management, M&A, Risk Management, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management Consulting, Business Development, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Economics
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jordan Reisner Jordan Reisner's Advisory Research, Inc. Experience June 2013 - August 2013
Job Underwriter at ACE Group
Industry Insurance
Experience
ACE Group June 2014 - Present
Advisory Research, Inc. June 2013 - August 2013
International Airport Centers (IAC) June 2012 - January 2013
Skills
Sales, Strategy, Risk Management, Account Management, Project Management, Business Analysis, Strategic Planning, Market Research, Market Analysis, Public Relations, Business Planning, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Public Speaking, Microsoft Word, Research
Education
Brown University 2010 — 2014
Bachelor of Arts, Business, Entrepreneurship and Organizations - Business Economics
Highland Park High School 2006 — 2010
ACE Group June 2014 - Present
Advisory Research, Inc. June 2013 - August 2013
International Airport Centers (IAC) June 2012 - January 2013
Skills
Sales, Strategy, Risk Management, Account Management, Project Management, Business Analysis, Strategic Planning, Market Research, Market Analysis, Public Relations, Business Planning, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Public Speaking, Microsoft Word, Research
Education
Brown University 2010 — 2014
Bachelor of Arts, Business, Entrepreneurship and Organizations - Business Economics
Highland Park High School 2006 — 2010
Gregory Westrich Gregory Westrich's Advisory Research, Inc. Experience September 2008 - Present
Job Vice President | MLP & Energy Infrastructure Research Analyst at Advisory Research, Inc.
Industry Financial Services
Experience
Advisory Research, Inc. September 2008 - Present
A.G. Edwards & Sons, Inc. and Wachovia Capital Markets LLC June 2006 - September 2008
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Equity Research, Bloomberg, Portfolio Management, Asset Management, Investment Banking, Valuation, Asset Allocation, Due Diligence, Corporate Finance, Finance, Capital Markets
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (B.S.), Business Administration
St. Louis University High School 1998 — 2002
Advisory Research, Inc. September 2008 - Present
A.G. Edwards & Sons, Inc. and Wachovia Capital Markets LLC June 2006 - September 2008
Skills
Financial Analysis, Financial Modeling, Investments, Equities, Equity Research, Bloomberg, Portfolio Management, Asset Management, Investment Banking, Valuation, Asset Allocation, Due Diligence, Corporate Finance, Finance, Capital Markets
Education
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (B.S.), Business Administration
St. Louis University High School 1998 — 2002
Amanda Todhunter Amanda Todhunter's Advisory Research, Inc. Experience June 2004 - March 2012
Job Compliance Associate
Industry Financial Services
Experience
Advisory Research, Inc. June 2004 - March 2012
Skills
Compliance, Risk Management, Client Services, Administration, Equities, Mutual Funds, Marketing Strategy, Database Administration, Analysis, Social Media, Microsoft Office, Excel, Word, PowerPoint, Outlook, Internet, Operations, Organizing, Testing, Asset Management, Microsoft Word
Education
Roosevelt University 2005 — 2007
MBA, Finance
Northern Illinois University 2000 — 2004
BS, Finance
Advisory Research, Inc. June 2004 - March 2012
Skills
Compliance, Risk Management, Client Services, Administration, Equities, Mutual Funds, Marketing Strategy, Database Administration, Analysis, Social Media, Microsoft Office, Excel, Word, PowerPoint, Outlook, Internet, Operations, Organizing, Testing, Asset Management, Microsoft Word
Education
Roosevelt University 2005 — 2007
MBA, Finance
Northern Illinois University 2000 — 2004
BS, Finance
Ellen (Drinan) Freeman Ellen (Drinan) Freeman's Advisory Research, Inc. Experience September 2005 - Present
Job Vice President at Advisory Research, Inc.
Industry Investment Management
Experience
Advisory Research, Inc. September 2005 - Present
Skills
Portfolio Management, Investments, Financial Analysis, Equities, Asset Management, Due Diligence, Risk Management
Education
Saint Mary's College 2001 — 2005
Benet Academy 1997 — 2001
Advisory Research, Inc. September 2005 - Present
Skills
Portfolio Management, Investments, Financial Analysis, Equities, Asset Management, Due Diligence, Risk Management
Education
Saint Mary's College 2001 — 2005
Benet Academy 1997 — 2001
Christine Sherman DeMasi's Advisory Research, Inc. Experience March 2015 - Present
Job Vice President, US Equity Product Specialist at Advisory Research, Inc.
Industry Investment Management
Experience
Advisory Research, Inc. March 2015 - Present
Mesirow Advanced Strategies, Inc January 2004 - February 2015
Lakefront Partners, LLC May 2001 - April 2003
Skills
Hedge Funds, Equity Research, Equities, Alternative Investments, Valuation, Investments, Asset Management, Bloomberg, Financial Analysis, Capital Markets, Fund Of Funds
Education
Loyola University Chicago 2007 — 2009
MBA, Finance/Risk Management
Marquette University 1997 — 2001
BS, Finance
Advisory Research, Inc. March 2015 - Present
Mesirow Advanced Strategies, Inc January 2004 - February 2015
Lakefront Partners, LLC May 2001 - April 2003
Skills
Hedge Funds, Equity Research, Equities, Alternative Investments, Valuation, Investments, Asset Management, Bloomberg, Financial Analysis, Capital Markets, Fund Of Funds
Education
Loyola University Chicago 2007 — 2009
MBA, Finance/Risk Management
Marquette University 1997 — 2001
BS, Finance
Quinn Kiley's Advisory Research, Inc. Experience April 2012 - Present
Job MD, Sr. Portfolio Manager at Advisory Research, Inc.
Industry Investment Management
Experience
Advisory Research, Inc. April 2012 - Present
Fiduciary Asset Management, LLC October 2005 - March 2012
Banc of America Securities August 2001 - October 2005
Skills
Equities, Asset Managment, Investment Banking, Mutual Funds, Investments, Equity Research, Portfolio Management, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 1998 — 2001
MBA
Indiana University School of Law—Bloomington 1997 — 2001
JD
University of Montana 1995 — 1997
MS
Washington and Lee University 1991 — 1995
BS
Rumson-Fair Haven
Advisory Research, Inc. April 2012 - Present
Fiduciary Asset Management, LLC October 2005 - March 2012
Banc of America Securities August 2001 - October 2005
Skills
Equities, Asset Managment, Investment Banking, Mutual Funds, Investments, Equity Research, Portfolio Management, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 1998 — 2001
MBA
Indiana University School of Law—Bloomington 1997 — 2001
JD
University of Montana 1995 — 1997
MS
Washington and Lee University 1991 — 1995
BS
Rumson-Fair Haven
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY