Aeltus Investment Management
Industry: Company
DescriptionFounded: 1972 Subsidiaries: ING Pomona Asia, ING Advisors, Inc., Parent organization: Voya Investment Management LLC
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Aeltus Investment Management Employees
Employee
Years
Job
Industry
Chris Weigert Chris Weigert's Aeltus Investment Management Experience February 2002 - March 2003
Job Assistant Business Analyst (Internship) at XL Catlin
Industry Packaging and Containers
Experience
Packaging Design & Testing LLC January 2013 - September 2014
Packaging Design & Testing LLC April 2004 - December 2012
Aeltus Investment Management February 2002 - March 2003
Fiber Optic Services April 2000 - March 2001
Skills
Packaging, Microsoft Office, Public Speaking, PowerPoint, Manufacturing, Customer Service, Product Development, Team Building, Microsoft Word, Continuous Improvement, Lean Manufacturing, Adobe Creative Suite, Microsoft Excel, Microsoft Publisher, HTML5, CSS, SQL, C++, Computer Networking, QuickBooks, JavaScript, Outlook
Education
Central Connecticut State University 2015 — 2017
Bachelor's Degree, Management Information Systems, General, 3.76/4.00
Asnuntuck Community College 2010 — 2014
Associate's Degree, Accounting, 3.95/4.00
Asnuntuck Community College 2010 — 2014
Associate's Degree, Business Administration, 3.95/4.00
Branford Hall Career Institute-Windsor Campus 2001 — 2002
Certificate, Software and Networking Administration, 4.00/4.00
Packaging Design & Testing LLC January 2013 - September 2014
Packaging Design & Testing LLC April 2004 - December 2012
Aeltus Investment Management February 2002 - March 2003
Fiber Optic Services April 2000 - March 2001
Skills
Packaging, Microsoft Office, Public Speaking, PowerPoint, Manufacturing, Customer Service, Product Development, Team Building, Microsoft Word, Continuous Improvement, Lean Manufacturing, Adobe Creative Suite, Microsoft Excel, Microsoft Publisher, HTML5, CSS, SQL, C++, Computer Networking, QuickBooks, JavaScript, Outlook
Education
Central Connecticut State University 2015 — 2017
Bachelor's Degree, Management Information Systems, General, 3.76/4.00
Asnuntuck Community College 2010 — 2014
Associate's Degree, Accounting, 3.95/4.00
Asnuntuck Community College 2010 — 2014
Associate's Degree, Business Administration, 3.95/4.00
Branford Hall Career Institute-Windsor Campus 2001 — 2002
Certificate, Software and Networking Administration, 4.00/4.00
Chris Jarvis, CFA, CMT Chris Jarvis, CFA, CMT's Aeltus Investment Management Experience December 1998 - May 1999
Job President & Founder at Caprock Risk Management, LLC
Industry Financial Services
Experience
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
CAPROCK RISK MANAGEMENT, LLC August 2006 - Present
Merrill Lynch January 2006 - August 2006
ADVEST GROUP INC January 2005 - January 2006
ADVEST GROUP INC October 2000 - January 2005
ADVEST GROUP INC May 1999 - October 2000
AELTUS INVESTMENT MANAGEMENT December 1998 - May 1999
AELTUS INVESTMENT MANAGEMENT August 1998 - December 1998
AELTUS INVESTMENT MANAGEMENT November 1997 - August 1998
BankBoston May 1996 - November 1997
Pioneer Investments October 1995 - May 1996
Skills
Energy, Commodities, Research, Bloomberg, Equities, Hedge Funds, Alternative Investments, Trading, Options, Derivatives, Capital Markets, Portfolio Management, Investments, Asset Managment, Fixed Income, Financial Markets, Series 7, Investment Banking, Asset Allocation, Commodity, Financial Modeling, Valuation, Asset Management, Fund Of Funds
Education
University of Connecticut 1997 — 2001
Master of Business Administration, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, History
Agawam High School 1987 — 1990
Harish Kumar, PhD, CFA Harish Kumar, PhD, CFA's Aeltus Investment Management Experience August 1999 - December 2001
Job Equity Investor / Researcher
Industry Investment Management
Experience
Madison Square Investors April 2005 - 2013
ING Investment Management January 2002 - April 2005
Aeltus Investment Management August 1999 - December 2001
Skills
Quantitative Portfolio..., Fundamental Research, Growth Equities, Hedge Funds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Equity Research, Bloomberg, Investments, Mutual Funds, Capital Markets, Trading, Wealth Management, Valuation, Portfolio Optimization, Equities, Portfolio Management
Education
Columbia University in the City of New York 1994 — 1999
Ph.D., Computational Finance
Madison Square Investors April 2005 - 2013
ING Investment Management January 2002 - April 2005
Aeltus Investment Management August 1999 - December 2001
Skills
Quantitative Portfolio..., Fundamental Research, Growth Equities, Hedge Funds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Equity Research, Bloomberg, Investments, Mutual Funds, Capital Markets, Trading, Wealth Management, Valuation, Portfolio Optimization, Equities, Portfolio Management
Education
Columbia University in the City of New York 1994 — 1999
Ph.D., Computational Finance
Bala Cumaresan Bala Cumaresan's Aeltus Investment Management Experience July 1993 - September 1995
Job Chief Executive Officer at Siharum Advisors, LLC
Industry Investment Management
Experience
Siharum Advisors, LLC August 2008 - Present
Federal Street Advisors July 2000 - May 2008
Kobren Insight Management October 1995 - June 2000
Aeltus Investment Management July 1993 - September 1995
Education
University of Connecticut 1991 — 1993
MBA, Finance & Accounting
Bharathiar University 1986 — 1990
BE, Electronics and Communication
Siharum Advisors, LLC August 2008 - Present
Federal Street Advisors July 2000 - May 2008
Kobren Insight Management October 1995 - June 2000
Aeltus Investment Management July 1993 - September 1995
Education
University of Connecticut 1991 — 1993
MBA, Finance & Accounting
Bharathiar University 1986 — 1990
BE, Electronics and Communication
Paul Adornato Paul Adornato's Aeltus Investment Management Experience 1998 - 2000
Job REIT Analyst at BMO Capital Markets
Industry Real Estate
Experience
BMO Capital Markets July 2005 - Present
Maxcor Financial 2003 - 2005
Cobblestone Research 2003 - 2004
Aeltus Investment Management 1998 - 2000
Merrill Lynch 1993 - 1996
Deutsche Bank Realty Advisors 1992 - 1993
Skills
Asset Management, Valuation, REIT, IPO, Equities, Equity Research, Investment Banking, Financial Modeling, Capital Markets, Asset Managment, Bloomberg, Financial Analysis, Equity Valuation, Hedge Funds, Investment Strategies, Alternative Investments, Business Valuation, Mutual Funds, Investments, DCF, Securities, Financial Markets, Private Equity, Due Diligence, Investment Management, Corporate Finance, Capital, Real Estate Economics, Asset Allocation, Financial Structuring, Finance, Corporate Development, Acquisitions
Education
Massachusetts Institute of Technology 1991 — 1992
Dartmouth College 1982 — 1986
math and economimcs
Xaverian HS
BMO Capital Markets July 2005 - Present
Maxcor Financial 2003 - 2005
Cobblestone Research 2003 - 2004
Aeltus Investment Management 1998 - 2000
Merrill Lynch 1993 - 1996
Deutsche Bank Realty Advisors 1992 - 1993
Skills
Asset Management, Valuation, REIT, IPO, Equities, Equity Research, Investment Banking, Financial Modeling, Capital Markets, Asset Managment, Bloomberg, Financial Analysis, Equity Valuation, Hedge Funds, Investment Strategies, Alternative Investments, Business Valuation, Mutual Funds, Investments, DCF, Securities, Financial Markets, Private Equity, Due Diligence, Investment Management, Corporate Finance, Capital, Real Estate Economics, Asset Allocation, Financial Structuring, Finance, Corporate Development, Acquisitions
Education
Massachusetts Institute of Technology 1991 — 1992
Dartmouth College 1982 — 1986
math and economimcs
Xaverian HS
Gerry de Labry Gerry de Labry's Aeltus Investment Management Experience January 1993 - January 2000
Job Vice President Retirement Plan Services at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group September 2013 - Present
ING U.S. Investment Management January 2009 - January 2013
ING Investment Management January 2000 - January 2009
Aeltus Investment Management January 1993 - January 2000
Aetna January 1979 - January 1993
MetLife January 1978 - January 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Equities, Fixed Income, Business Relationship..., Manage Client..., Sales Management, Relationship Management, Investment Advisory, Retirement Planning, Pensions, CRM, Investment Management, Asset Management, Investments, Portfolio Management, Securities
Education
University of New Hampshire 1974 — 1978
Bachelor of Arts (BA), Managerial Economics
USI Consulting Group September 2013 - Present
ING U.S. Investment Management January 2009 - January 2013
ING Investment Management January 2000 - January 2009
Aeltus Investment Management January 1993 - January 2000
Aetna January 1979 - January 1993
MetLife January 1978 - January 1979
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Equities, Fixed Income, Business Relationship..., Manage Client..., Sales Management, Relationship Management, Investment Advisory, Retirement Planning, Pensions, CRM, Investment Management, Asset Management, Investments, Portfolio Management, Securities
Education
University of New Hampshire 1974 — 1978
Bachelor of Arts (BA), Managerial Economics
Ed Martin Ed Martin's Aeltus Investment Management Experience April 2001 - December 2002
Job Director, Portfolio Management at Genworth Financial
Industry Investment Management
Experience
Self Employed May 2012 - February 2014
Dwight Asset Management January 2003 - May 2012
Aeltus Investment Management April 2001 - December 2002
Aeltus Investment Management May 1998 - April 2001
Tillinghast March 1997 - May 1998
CIGNA June 1988 - March 1997
Skills
Bonds, Risk Management, Derivatives, Fixed Income, Insurance, Quantitative Analysis, Portfolio Management, liability driven..., ALM, Quantitative Research, Quantitative Analytics, Barclays Point, Fixed Income Portfolio..., Bloomberg, Equities, LDI, Investment Strategies, Financial Risk, Investments, Asset Allocation, Valuation, Options, Asset Management, Investment Management, Trading, Hedge Funds, Alternative Investments, Quantitative Finance, Structured Products, Performance Attribution
Education
University of Washington 2012 — 2015
Master’s Degree, Computational Finance, 3.8/4.0
CFA Institute 1997 — 1997
CFA
Society of Actuaries 1993 — 1993
FSA
University of Nebraska-Lincoln 1984 — 1987
BS, Actuarial Science
Self Employed May 2012 - February 2014
Dwight Asset Management January 2003 - May 2012
Aeltus Investment Management April 2001 - December 2002
Aeltus Investment Management May 1998 - April 2001
Tillinghast March 1997 - May 1998
CIGNA June 1988 - March 1997
Skills
Bonds, Risk Management, Derivatives, Fixed Income, Insurance, Quantitative Analysis, Portfolio Management, liability driven..., ALM, Quantitative Research, Quantitative Analytics, Barclays Point, Fixed Income Portfolio..., Bloomberg, Equities, LDI, Investment Strategies, Financial Risk, Investments, Asset Allocation, Valuation, Options, Asset Management, Investment Management, Trading, Hedge Funds, Alternative Investments, Quantitative Finance, Structured Products, Performance Attribution
Education
University of Washington 2012 — 2015
Master’s Degree, Computational Finance, 3.8/4.0
CFA Institute 1997 — 1997
CFA
Society of Actuaries 1993 — 1993
FSA
University of Nebraska-Lincoln 1984 — 1987
BS, Actuarial Science
Michael Delahanty Michael Delahanty's Aeltus Investment Management Experience 1998 - 1999
Job Corporate Controller at Maine Coast
Industry Wholesale
Experience
Maine Coast May 2015 - Present
IDEXX Laboratories March 2008 - May 2015
IDEXX Laboratories September 2006 - March 2008
Energy East October 2003 - September 2006
CSC - Computer Sciences Corporation September 2000 - October 2003
Aeltus Investment Management 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Strategic Planning, Finance, Budgets, Business Process..., Analysis, Process Improvement, Mergers & Acquisitions, Corporate Finance, Foreign Currency, Budget Process, ERP Implementations, SAP
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA, Finance
Saint Michael's College 1993 — 1997
BS, Business Administration
Maine Coast May 2015 - Present
IDEXX Laboratories March 2008 - May 2015
IDEXX Laboratories September 2006 - March 2008
Energy East October 2003 - September 2006
CSC - Computer Sciences Corporation September 2000 - October 2003
Aeltus Investment Management 1998 - 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Strategic Planning, Finance, Budgets, Business Process..., Analysis, Process Improvement, Mergers & Acquisitions, Corporate Finance, Foreign Currency, Budget Process, ERP Implementations, SAP
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA, Finance
Saint Michael's College 1993 — 1997
BS, Business Administration
Mark Sokolski Mark Sokolski's Aeltus Investment Management Experience July 1998 - January 2002
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services September 2007 - Present
Phoenix Investment Partners November 2005 - September 2007
CIGNA January 2002 - July 2005
Aeltus Investment Management July 1998 - January 2002
Skills
Bloomberg, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Fixed Income, Investments, Portfolio Management, Valuation, Alternative Investments, Asset Management, Management, Capital Markets
Education
Bryant College 1994 — 1998
BS, Business Administration
GlobeOp Financial Services September 2007 - Present
Phoenix Investment Partners November 2005 - September 2007
CIGNA January 2002 - July 2005
Aeltus Investment Management July 1998 - January 2002
Skills
Bloomberg, Equities, Hedge Funds, Mutual Funds, Securities, Derivatives, Fixed Income, Investments, Portfolio Management, Valuation, Alternative Investments, Asset Management, Management, Capital Markets
Education
Bryant College 1994 — 1998
BS, Business Administration
William Bartol William Bartol's Aeltus Investment Management Experience 1998 - 2006
Job Chief Compliance Officer at Cornerstone Real Estate Advisers
Industry Investment Management
Experience
Cornerstone Real Estate Advisers April 2006 - Present
ING Investment Management Company - Americas November 1998 - April 2006
Aeltus Investment Management 1998 - 2006
MassMutual 1994 - 1998
Skills
Asset Managment, Equities, Securities, FINRA, Investments, Securities Regulation, Asset Management, Due Diligence, Financial Markets, Investment Advisory, Capital Markets, Finance, Real Estate, Hedge Funds, Investment Management
Education
The University of Connecticut School of Law 1987 — 1991
Juris Doctor
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1976 — 1980
B.S., Management
Cornerstone Real Estate Advisers April 2006 - Present
ING Investment Management Company - Americas November 1998 - April 2006
Aeltus Investment Management 1998 - 2006
MassMutual 1994 - 1998
Skills
Asset Managment, Equities, Securities, FINRA, Investments, Securities Regulation, Asset Management, Due Diligence, Financial Markets, Investment Advisory, Capital Markets, Finance, Real Estate, Hedge Funds, Investment Management
Education
The University of Connecticut School of Law 1987 — 1991
Juris Doctor
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1976 — 1980
B.S., Management
John Matsikas, CFA, CIPM's Aeltus Investment Management Experience December 1994 - April 1999
Job Vice President Investment Performance Measurement at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management April 1999 - Present
Aeltus Investment Management December 1994 - April 1999
Skills
Performance Attribution, Asset Management, Mutual Funds, Hedge Funds, Asset Managment, Portfolio Management, Equities, Bloomberg, Fixed Income, Investment Management, Alternative Investments, Bonds, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Investment Banking, Investment Strategies, Investments, Risk Management, Securities, Series 63, Series 7, Structured Products
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
Masters, Financial Services Industry
The University of Connecticut School of Business 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Voya Investment Management April 1999 - Present
Aeltus Investment Management December 1994 - April 1999
Skills
Performance Attribution, Asset Management, Mutual Funds, Hedge Funds, Asset Managment, Portfolio Management, Equities, Bloomberg, Fixed Income, Investment Management, Alternative Investments, Bonds, Capital Markets, Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Investment Banking, Investment Strategies, Investments, Risk Management, Securities, Series 63, Series 7, Structured Products
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1999
Masters, Financial Services Industry
The University of Connecticut School of Business 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Neil Kochen, CFA's Aeltus Investment Management Experience December 1999 - March 2003
Job Chief Investment Officer at Mass Mutual Trust Company
Industry Financial Services
Experience
Mass Mutual Trust Company July 2014 - Present
Alpha Equity Management LLC March 2006 - April 2012
ING Investment Management March 2003 - June 2004
Aeltus Investment Management December 1999 - March 2003
Aeltus Investment Management August 1996 - December 1999
Aetna Life Insurance & Annuity Company June 1994 - August 1996
Aetna Life & Casualty Company January 1993 - June 1994
Aetna Life & Casualty Company January 1991 - January 1993
Aetna Life & Casualty Company March 1990 - December 1991
Aetna Life & Casualty Company August 1987 - March 1990
Skills
Asset Allocation, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Asset Management, ALM, Derivatives, Equities, Investments, Options, Risk Management, Hedging, Asset Managment, Bonds, Financial Risk, Financial Services, Investment Management, Mutual Funds, Securities, Trading
Education
Columbia University Graduate School of Business 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1977 — 1981
BA, Mathematics/Economics
Mass Mutual Trust Company July 2014 - Present
Alpha Equity Management LLC March 2006 - April 2012
ING Investment Management March 2003 - June 2004
Aeltus Investment Management December 1999 - March 2003
Aeltus Investment Management August 1996 - December 1999
Aetna Life Insurance & Annuity Company June 1994 - August 1996
Aetna Life & Casualty Company January 1993 - June 1994
Aetna Life & Casualty Company January 1991 - January 1993
Aetna Life & Casualty Company March 1990 - December 1991
Aetna Life & Casualty Company August 1987 - March 1990
Skills
Asset Allocation, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Asset Management, ALM, Derivatives, Equities, Investments, Options, Risk Management, Hedging, Asset Managment, Bonds, Financial Risk, Financial Services, Investment Management, Mutual Funds, Securities, Trading
Education
Columbia University Graduate School of Business 1983 — 1985
Master of Business Administration (MBA), Accounting and Finance
University of Rochester 1977 — 1981
BA, Mathematics/Economics
Eileen Madden's Aeltus Investment Management Experience September 1994 - August 1996
Job SVP, Head of Institutional Client Service and Relationship Management at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management February 2010 - Present
ING Investment Management October 1999 - February 2010
ING Investment Management August 1996 - October 1999
Aeltus Investment Management September 1994 - August 1996
Aetna August 1990 - September 1994
Skills
Bloomberg, Investment Strategies, Securities, Series 63, Financial Markets, Capital Markets, Wealth Management, Financial Services, Equity Research, Risk Management, Investment Advisory, Relationship Management, Business Development, Due Diligence, Asset Managment, Asset Allocation, Alternative Investments, Structured Products, Mutual Funds, Fixed Income
Education
The University of Connecticut School of Business 1992 — 1997
MBA, Finance
Providence College 1986 — 1990
BA, Economics
Voya Investment Management February 2010 - Present
ING Investment Management October 1999 - February 2010
ING Investment Management August 1996 - October 1999
Aeltus Investment Management September 1994 - August 1996
Aetna August 1990 - September 1994
Skills
Bloomberg, Investment Strategies, Securities, Series 63, Financial Markets, Capital Markets, Wealth Management, Financial Services, Equity Research, Risk Management, Investment Advisory, Relationship Management, Business Development, Due Diligence, Asset Managment, Asset Allocation, Alternative Investments, Structured Products, Mutual Funds, Fixed Income
Education
The University of Connecticut School of Business 1992 — 1997
MBA, Finance
Providence College 1986 — 1990
BA, Economics
Jeffery Burdeshaw's Aeltus Investment Management Experience 2000 - 2001
Job Vice President, Equities at Williams Capital Group
Industry Investment Banking
Experience
Williams Capital Group 2006 - Present
Williams Capital Group 2006 - Present
Williams Capital Group January 2005 - December 2005
Williams Capital Group 2002 - 2004
Aeltus Investment Management 2000 - 2001
Aeltus Investment Management 1999 - 2000
Aeltus Investment Management 1998 - 1999
Skills
Capital Markets, Series 7, Asset Management, Equities, Hedge Funds, Investment Banking, Series 63, Fixed Income, Trading, Bloomberg, Investments, Equity Research, Financial Modeling
Education
The University of Connecticut School of Business 1990 — 1992
BS, Finance
University of Connecticut 1989 — 1991
Williams Capital Group 2006 - Present
Williams Capital Group 2006 - Present
Williams Capital Group January 2005 - December 2005
Williams Capital Group 2002 - 2004
Aeltus Investment Management 2000 - 2001
Aeltus Investment Management 1999 - 2000
Aeltus Investment Management 1998 - 1999
Skills
Capital Markets, Series 7, Asset Management, Equities, Hedge Funds, Investment Banking, Series 63, Fixed Income, Trading, Bloomberg, Investments, Equity Research, Financial Modeling
Education
The University of Connecticut School of Business 1990 — 1992
BS, Finance
University of Connecticut 1989 — 1991
Stephen Searl's Aeltus Investment Management Experience 1993 - 2002
Job Director at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management September 2002 - Present
Aeltus Investment Management 1993 - 2002
Aetna Capital Management 1991 - 1993
Aetna Life & Casualty 1987 - 1991
Charles Schwab 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Bachelor of Science, Finance
Conning Asset Management September 2002 - Present
Aeltus Investment Management 1993 - 2002
Aetna Capital Management 1991 - 1993
Aetna Life & Casualty 1987 - 1991
Charles Schwab 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Bachelor of Science, Finance
Dennis Tracey's Aeltus Investment Management Experience February 1982 - February 1998
Job Managing Director at Glovista Investments LLC
Industry Investment Management
Experience
Glovista Investments LLC March 2014 - Present
Parenteau Associates/Glovista Investments LLC September 2008 - March 2014
Simms Capital October 1998 - September 2008
Aeltus Investment Management February 1982 - February 1998
Skills
Mutual Funds, Asset Management, Asset Allocation, Equities, Investments, Asset Managment, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Hedge Funds, Equity Research, Portfolio Management, Investment Banking, Securities, Emerging Markets, Strategy, Fixed Income, Capital Markets
Education
University of Hartford 1985 — 1988
Masters, Finance
Eastern Connecticut State University 1977 — 1982
BS, Economics
Glovista Investments LLC March 2014 - Present
Parenteau Associates/Glovista Investments LLC September 2008 - March 2014
Simms Capital October 1998 - September 2008
Aeltus Investment Management February 1982 - February 1998
Skills
Mutual Funds, Asset Management, Asset Allocation, Equities, Investments, Asset Managment, Investment Strategies, Investment Advisory, Investment Management, Alternative Investments, Hedge Funds, Equity Research, Portfolio Management, Investment Banking, Securities, Emerging Markets, Strategy, Fixed Income, Capital Markets
Education
University of Hartford 1985 — 1988
Masters, Finance
Eastern Connecticut State University 1977 — 1982
BS, Economics
Jeffrey Bianchi, CFA's Aeltus Investment Management Experience 1994 - 2002
Job Portfolio Manager at VOYA Investment Management
Industry Financial Services
Experience
ING Investment Management July 1994 - Present
Aeltus Investment Management 1994 - 2002
Skills
Asset Managment, Equities, Portfolio Management, Investment Management, Investment Strategies, Equity Research, Investments, Mutual Funds, Financial Markets, Equity Valuation
Education
University of Connecticut 1993 — 1994
Masters, Economics
University of Connecticut 1989 — 1993
Bachelor of Arts, Economics/Finance
ING Investment Management July 1994 - Present
Aeltus Investment Management 1994 - 2002
Skills
Asset Managment, Equities, Portfolio Management, Investment Management, Investment Strategies, Equity Research, Investments, Mutual Funds, Financial Markets, Equity Valuation
Education
University of Connecticut 1993 — 1994
Masters, Economics
University of Connecticut 1989 — 1993
Bachelor of Arts, Economics/Finance
Glenn Cantwell's Aeltus Investment Management Experience February 1993 - May 1995
Job Business Systems Consultant at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners October 2008 - Present
Phoenix Investment Partners February 2001 - October 2008
Charter Oak Capital Management, Inc. May 1995 - February 2001
Aeltus Investment Management February 1993 - May 1995
Aetna January 1990 - February 1993
Skills
Fixed Income, Investments, Business Analysis, Analysis, Bloomberg, SQL, Visual Basic, Market Data, Application Development, Process Improvement, SQL Server, Software Development, Mutual Funds
Education
Central Connecticut State University 1985 — 1990
BS
Virtus Investment Partners October 2008 - Present
Phoenix Investment Partners February 2001 - October 2008
Charter Oak Capital Management, Inc. May 1995 - February 2001
Aeltus Investment Management February 1993 - May 1995
Aetna January 1990 - February 1993
Skills
Fixed Income, Investments, Business Analysis, Analysis, Bloomberg, SQL, Visual Basic, Market Data, Application Development, Process Improvement, SQL Server, Software Development, Mutual Funds
Education
Central Connecticut State University 1985 — 1990
BS
Cary Cassidy's Aeltus Investment Management Experience August 1997 - October 2001
Job Director Pension Investments at Aetna
Industry Investment Management
Experience
Aetna August 2010 - Present
ING Investment Management January 2007 - August 2010
ING Investment Management January 2003 - December 2006
Aeltus Investment Management August 1997 - October 2001
Aetna Life Insurance and Annuity Company May 1995 - July 1997
Advest, Inc. June 1991 - April 1995
Skills
Marketing, Investments, Equities, Alternative Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Allocation, Competitive Intelligence, Series 7, Asset Management, Risk Management, Securities, Competitive Analysis, Hedge Funds, Investment Management, Pensions, Investment Strategies, Analysis, Fixed Income, Capital Markets, Retirement, Relationship Management, Derivatives
Education
Bentley University 1988 — 1991
Bachelor of Science, Finance
Glastonbury High School 1984 — 1987
Aetna August 2010 - Present
ING Investment Management January 2007 - August 2010
ING Investment Management January 2003 - December 2006
Aeltus Investment Management August 1997 - October 2001
Aetna Life Insurance and Annuity Company May 1995 - July 1997
Advest, Inc. June 1991 - April 1995
Skills
Marketing, Investments, Equities, Alternative Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Allocation, Competitive Intelligence, Series 7, Asset Management, Risk Management, Securities, Competitive Analysis, Hedge Funds, Investment Management, Pensions, Investment Strategies, Analysis, Fixed Income, Capital Markets, Retirement, Relationship Management, Derivatives
Education
Bentley University 1988 — 1991
Bachelor of Science, Finance
Glastonbury High School 1984 — 1987
Audrey Meyer Lampert's Aeltus Investment Management Experience February 1999 - June 2000
Job Managing Director at Babson Capital Management LLC
Industry Financial Services
Experience
Babson Capital Management LLC July 2001 - Present
Aeltus Investment Management February 1999 - June 2000
Evergreen Investments 1989 - 1999
Skills
Alternative Investments, Investment Management, Portfolio Management, High Yield, Asset Management, Investment Strategies, Bonds, Asset Managment, Investments, Structured Finance, Bloomberg, Mutual Funds, Finance, Securities, Equities, Global Bank Analyst, Chartered Financial..., Asset Allocation
Education
Lindenwood University
BA, Psychology
Babson Capital Management LLC July 2001 - Present
Aeltus Investment Management February 1999 - June 2000
Evergreen Investments 1989 - 1999
Skills
Alternative Investments, Investment Management, Portfolio Management, High Yield, Asset Management, Investment Strategies, Bonds, Asset Managment, Investments, Structured Finance, Bloomberg, Mutual Funds, Finance, Securities, Equities, Global Bank Analyst, Chartered Financial..., Asset Allocation
Education
Lindenwood University
BA, Psychology
Joseph Krocheski, CFA's Aeltus Investment Management Experience 1997 - 1999
Job Director, Investor Relations at Aetna
Industry Investment Management
Experience
Aetna September 2012 - Present
Turner Investment Partners January 2007 - March 2012
ING Investment Management April 1999 - January 2007
Aeltus Investment Management 1997 - 1999
ALIAC Investments 1993 - 1997
Skills
Equities, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Securities Analysis, Investment Management, Equity Research, Investments, Investment Strategies, Asset Allocation, Bloomberg, Due Diligence, Security Analysis, Risk Management, Finance, Hedge Funds
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
Central Connecticut State University 1988 — 1992
bs, Finance / Accounting
Aetna September 2012 - Present
Turner Investment Partners January 2007 - March 2012
ING Investment Management April 1999 - January 2007
Aeltus Investment Management 1997 - 1999
ALIAC Investments 1993 - 1997
Skills
Equities, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Securities Analysis, Investment Management, Equity Research, Investments, Investment Strategies, Asset Allocation, Bloomberg, Due Diligence, Security Analysis, Risk Management, Finance, Hedge Funds
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
Central Connecticut State University 1988 — 1992
bs, Finance / Accounting
Christie Bull's Aeltus Investment Management Experience 1991 - 2004
Job Sr. Sales Representative at Federated Investors
Industry Investment Management
Experience
Federated Investors September 2014 - Present
Miles Capital, Inc. 2012 - July 2014
Conning Asset Management 2005 - 2012
Aeltus Investment Management 1991 - 2004
Aetna 1981 - 1991
Skills
Institutional Sales, Equities, Fixed Income, Asset Allocation, Series 7, Series 63, Risk Management, Equity Research, Emerging Markets, Hedge Funds, Insurance, Investment Management, Capital Markets, Investments, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Bonds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
BS Ecomonics, Finance. Life Ins.
The University of Connecticut
MBA, Finance
Federated Investors September 2014 - Present
Miles Capital, Inc. 2012 - July 2014
Conning Asset Management 2005 - 2012
Aeltus Investment Management 1991 - 2004
Aetna 1981 - 1991
Skills
Institutional Sales, Equities, Fixed Income, Asset Allocation, Series 7, Series 63, Risk Management, Equity Research, Emerging Markets, Hedge Funds, Insurance, Investment Management, Capital Markets, Investments, Securities, Investment Strategies, Financial Modeling, Alternative Investments, Bonds, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School
BS Ecomonics, Finance. Life Ins.
The University of Connecticut
MBA, Finance
Hugh T. M. Whelan's Aeltus Investment Management Experience 1999 - 2005
Job Investor
Industry Investment Management
Experience
The Hartford October 2011 - May 2012
Hartford Investment Management 2006 - May 2012
Hartford Investment Management Co. (HIMCO) 2009 - November 2011
ING Investment Management 2001 - 2005
Aeltus Investment Management 1999 - 2005
ING 1989 - 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Equities, Mutual Funds, Investments, Structured Products, Emerging Markets, Equity Research, Derivatives, Asset Management, Capital Markets, Bonds
Education
University of Pennsylvania - The Wharton School 1988 — 1989
MBA, Finance & Accounting
Stanford University 1983 — 1984
MS, Petroleum Geology
Stanford University 1978 — 1981
BS, Geology
Phillips Exeter Academy 1976 — 1978
The Hartford October 2011 - May 2012
Hartford Investment Management 2006 - May 2012
Hartford Investment Management Co. (HIMCO) 2009 - November 2011
ING Investment Management 2001 - 2005
Aeltus Investment Management 1999 - 2005
ING 1989 - 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Investment Strategies, Asset Allocation, Investment Management, Asset Managment, Portfolio Management, Equities, Mutual Funds, Investments, Structured Products, Emerging Markets, Equity Research, Derivatives, Asset Management, Capital Markets, Bonds
Education
University of Pennsylvania - The Wharton School 1988 — 1989
MBA, Finance & Accounting
Stanford University 1983 — 1984
MS, Petroleum Geology
Stanford University 1978 — 1981
BS, Geology
Phillips Exeter Academy 1976 — 1978
Steven Mangini's Aeltus Investment Management Experience August 1997 - April 1999
Job National Key Account Manager at Symetra Financial
Industry Insurance
Experience
Symetra Financial January 2010 - Present
Hartford Life December 2003 - January 2010
Hartford Life/ Institutional Investment Products April 2001 - December 2003
Aeltus Investment Management August 1997 - April 1999
Blue Ridge Insurance Company February 1996 - August 1997
Skills
Insurance, Analytics
Education
Plymouth State University 1990 — 1994
Bachelor of Science, Marketing
Symetra Financial January 2010 - Present
Hartford Life December 2003 - January 2010
Hartford Life/ Institutional Investment Products April 2001 - December 2003
Aeltus Investment Management August 1997 - April 1999
Blue Ridge Insurance Company February 1996 - August 1997
Skills
Insurance, Analytics
Education
Plymouth State University 1990 — 1994
Bachelor of Science, Marketing
Anthony Sylvester's Aeltus Investment Management Experience 1999 - 2000
Job Financial Services
Industry Investment Management
Experience
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Diane Nevin's Aeltus Investment Management Experience 1996 - 1998
Job Investment Management Professional
Industry Investment Management
Experience
Private Investing November 2010 - Present
MUR Medical Equipment Services, Inc. February 2003 - June 2009
Pinnacle Investment Management, Inc. November 2007 - February 2009
ING Investment Management 1999 - 2002
Aeltus Investment Management 1996 - 1998
Aeltus Investment Management/Aetna Life Insurance and Annuity Company 1986 - 1995
Aetna Life Insurance and Annuity Company 1983 - 1986
Aetna Life Insurance and Annuity Company 1981 - 1983
Skills
Asset Management, Investment Management, Investments, Equities, Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Financial Markets, Bloomberg, Derivatives, Bonds, Options, Securities
Education
College for Financial Planning 2010 — 2012
Financial Planning
University of Hartford
BS, Economics and Finance
Private Investing November 2010 - Present
MUR Medical Equipment Services, Inc. February 2003 - June 2009
Pinnacle Investment Management, Inc. November 2007 - February 2009
ING Investment Management 1999 - 2002
Aeltus Investment Management 1996 - 1998
Aeltus Investment Management/Aetna Life Insurance and Annuity Company 1986 - 1995
Aetna Life Insurance and Annuity Company 1983 - 1986
Aetna Life Insurance and Annuity Company 1981 - 1983
Skills
Asset Management, Investment Management, Investments, Equities, Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Financial Markets, Bloomberg, Derivatives, Bonds, Options, Securities
Education
College for Financial Planning 2010 — 2012
Financial Planning
University of Hartford
BS, Economics and Finance
Richard Sega's Aeltus Investment Management Experience March 1992 - April 1996
Job Chief Investment Officer at Conning Asset Management
Industry Investment Management
Experience
Conning Asset Management January 2001 - Present
Charter Oak Capital Management April 1996 - January 2001
Aeltus Investment Management March 1992 - April 1996
The Phoenix Companies 1985 - 1992
The Travelers Insurance Company July 1974 - July 1985
Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation
Education
Columbia University in the City of New York 1972 — 1974
MA, Mathematical Statistics
Fordham University 1968 — 1972
BA, Mathematics
Conning Asset Management January 2001 - Present
Charter Oak Capital Management April 1996 - January 2001
Aeltus Investment Management March 1992 - April 1996
The Phoenix Companies 1985 - 1992
The Travelers Insurance Company July 1974 - July 1985
Skills
Asset Allocation, ALM, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Investment Management, Bonds, Capital Markets, Derivatives, Hedging, Investments, Equities, Securities, Hedge Funds, Pension Funds, Asset Management, Investment Advisory, Trading, Structured Products, Private Equity, MBS, Mutual Funds, Emerging Markets, Valuation
Education
Columbia University in the City of New York 1972 — 1974
MA, Mathematical Statistics
Fordham University 1968 — 1972
BA, Mathematics
Lynn A. Jones's Aeltus Investment Management Experience February 1997 - February 2000
Job Manager of Operations at HFM Wealth Management
Industry Investment Management
Experience
HFM Wealth Management February 2002 - Present
Frontline Capital Management February 2000 - February 2002
Aeltus Investment Management February 1997 - February 2000
Aetna Life Insurance and Annuity Company January 1993 - February 1997
Skills
Securities, Fixed Income, Equities, Hedge Funds, Mutual Funds, Back Office, Middle Office, Derivatives, Client Service, Trader, Cash Management, Advent Axys, Bloomberg
Education
Tunxis Community College
A.S., Business Administration
Quinnipiac University
HFM Wealth Management February 2002 - Present
Frontline Capital Management February 2000 - February 2002
Aeltus Investment Management February 1997 - February 2000
Aetna Life Insurance and Annuity Company January 1993 - February 1997
Skills
Securities, Fixed Income, Equities, Hedge Funds, Mutual Funds, Back Office, Middle Office, Derivatives, Client Service, Trader, Cash Management, Advent Axys, Bloomberg
Education
Tunxis Community College
A.S., Business Administration
Quinnipiac University
Germaine Ryan's Aeltus Investment Management Experience July 1998 - January 2000
Job Entrepreneur and Investor
Industry Financial Services
Experience
ING Investment Management October 2007 - October 2009
Mass Mutual Investor Services February 2007 - October 2007
The Hartford Life Insurance Company October 2004 - July 2005
David L. Babson Capital Management July 2004 - September 2004
The Hartford Investment Management Co August 2002 - January 2004
Cigna Investment Management February 2000 - July 2002
Aeltus Investment Management July 1998 - January 2000
Skills
Bloomberg Terminal, Equities, Fixed Income Products, Equity Derivatives, Credit Derivatives, Risk Management, Risk Assessment, Risk Analysis, Exposure Assessment, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Investments, Mutual Funds, Trading
Education
The University of Connecticut 1989 — 1994
Bachelor of Arts, Economics
University of Connecticut 1989 — 1994
Bachelor of Arts, Economics and Finance
ING Investment Management October 2007 - October 2009
Mass Mutual Investor Services February 2007 - October 2007
The Hartford Life Insurance Company October 2004 - July 2005
David L. Babson Capital Management July 2004 - September 2004
The Hartford Investment Management Co August 2002 - January 2004
Cigna Investment Management February 2000 - July 2002
Aeltus Investment Management July 1998 - January 2000
Skills
Bloomberg Terminal, Equities, Fixed Income Products, Equity Derivatives, Credit Derivatives, Risk Management, Risk Assessment, Risk Analysis, Exposure Assessment, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Securities, Investments, Mutual Funds, Trading
Education
The University of Connecticut 1989 — 1994
Bachelor of Arts, Economics
University of Connecticut 1989 — 1994
Bachelor of Arts, Economics and Finance
Thomas Piacentini's Aeltus Investment Management Experience 1998 - 2002
Job Managing Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management September 2002 - Present
Aeltus Investment Management 1998 - 2002
Verizon 1993 - 1998
Times Mirror Corporation 1987 - 1993
Skills
Financial Modeling, Budgets, Corporate Finance, Portfolio Management, Investments, Mergers & Acquisitions, Fixed Income, Asset Management, Finance, Valuation
Education
The University of Connecticut
Bachelor of Science (BS), Finance
University of Hartford
Master of Business Administration (M.B.A.), Accounting
Babson Capital Management September 2002 - Present
Aeltus Investment Management 1998 - 2002
Verizon 1993 - 1998
Times Mirror Corporation 1987 - 1993
Skills
Financial Modeling, Budgets, Corporate Finance, Portfolio Management, Investments, Mergers & Acquisitions, Fixed Income, Asset Management, Finance, Valuation
Education
The University of Connecticut
Bachelor of Science (BS), Finance
University of Hartford
Master of Business Administration (M.B.A.), Accounting
Deborah Cramer's Aeltus Investment Management Experience October 1999 - April 2000
Job Accounting Assistant at Westfield State University
Industry Higher Education
Experience
Westfield State University September 2012 - Present
Cigna April 2000 - September 2002
Aeltus Investment Management October 1999 - April 2000
Skills
Management
Education
University of Connecticut 1988 — 1990
Bachelor's Degree, Business Administration
Dean College 1986 — 1987
Associate's Degree, Business Administration
Westfield State University September 2012 - Present
Cigna April 2000 - September 2002
Aeltus Investment Management October 1999 - April 2000
Skills
Management
Education
University of Connecticut 1988 — 1990
Bachelor's Degree, Business Administration
Dean College 1986 — 1987
Associate's Degree, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY