Altegris Company

Industry: Company

Description

Altegris is a provider of alternative investment products Based in La Jolla, CA, Altegris was founded in 2002, by Jon Sundt, Matt Osborne, Robert Amedeo and Richard Pfister and is currently led by Marty Beaulieu, who serves as Chairman and Chief Executive Officer. Altegris was acquired by Genworth Financial in 2010. Assets under management: 2.47 billion USD Headquarters: San Diego, CA CEO: Jon Sundt (2002–) Founded: 2002 Founders: Jon Sundt, Matt Osborne, Richard Pfister, Robert Amedeo

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Altegris Employees

Employee
Years
Job
Industry
Breanne White Breanne White San Diego, California Details
Breanne White's Altegris Experience December 2014 - Present
Job Client Service Coordinator at Altegris
Industry Investment Management
Experience
Altegris   December 2014 - Present
Altegris   October 2014 - December 2014
Athleta  October 2013 - May 2014
Pioneer High School Rowing   September 2013 - April 2014
Venture Exchange LLC   June 2013 - 2014

Skills
Macroeconomics, Microeconomics, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Cultural Anthropology, Coaching, Data Analysis, Statistics, SPSS, Economics, Market Research

Education
University of Michigan   2010 — 2014
Bachelor of Arts (B.A.), Economics

University of California, San Diego   2011 — 2012
Mathematics, Economics, Political Science

Christopher Kuan Christopher Kuan Belmont, California Details
Christopher Kuan's Altegris Experience July 2015 - Present
Job Operations Specialist at Altegris
Industry Financial Services
Experience
Altegris   July 2015 - Present
Altegris Investments  July 2014 - Present
LPL Financial  June 2014 - July 2014
Nordstrom  June 2014 - July 2014
Bumrungrad International  June 2013 - September 2013
Ravits Watches & Jewelry   January 2010 - September 2012

Education
University of San Diego   2012 — 2014
Bachelor of Business Administration (BBA), Finance, Focus in International Business

Singpaore American School   2008 — 2010
High School Diploma

Carlmont High School   2006 — 2008

Meg Powell, CPA Meg Powell, CPA Greater San Diego Area Details
Meg Powell, CPA's Altegris Experience 2015 - Present
Job Sr. Accountant at Altegris (Investment Funds)
Industry Accounting
Experience
Altegris   2015 - Present
Qualcomm/Omnitracs   2013 - 2015
Robert Half International  2012 - 2013
Sony Electronics  2005 - 2012
Hewlett-Packard  2000 - 2004

Skills
IFRS, Financial Analysis, Revenue Recognition, Budgets, Financial Statements, Accounting, Variance Analysis, Finance, Hyperion Enterprise, SOX 404, Forecasting, CPA, GAAP, SEC filings, Consolidated Financial..., Oracle, SAP, SAB 104, HFM, Hyperion HFM

Education
慶応義塾大学 / Keio University
Bachelor of Arts (B.A.), Economics

Aleksandra Stasiuk Aleksandra Stasiuk San Antonio, Texas Details
Aleksandra Stasiuk's Altegris Experience January 2014 - June 2015
Job Research Intern at Altegris
Industry Financial Services
Experience
Altegris   January 2014 - June 2015
UC San Diego  April 2012 - June 2013

Skills
PowerPoint, Microsoft Excel, Data Entry, Microsoft Office, Database Queries, Stata, Matlab

Education
University of California, San Diego   2010 — 2015
Management Science, B.S.

Universidad de Belgrano   2013 — 2013
Economics

Mai Tran Mai Tran Greater San Diego Area Details
Mai Tran's Altegris Experience September 2015 - Present
Job Operations Management Intern at Altegris
Industry Accounting
Experience
Altegris   September 2015 - Present
Delta Sigma Pi - Omicron Sigma Chapter  May 2015 - Present
General Electric (GE)   June 2015 - September 2015
BofI Federal Bank  March 2015 - June 2015
UCSD Executive Vice Chancellor's Office   September 2014 - March 2015
Delta Sigma Pi - Omicron Sigma Chapter  May 2014 - December 2014
Internet Marketing Inc.  June 2014 - October 2014
UBS Financial Services, Inc.   May 2014 - August 2014
UC San Diego International Students & Programs Office   August 2013 - May 2014
Thurgood Marshall College  August 2013 - April 2014

Skills
Data Analysis, Community Outreach, Research, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Analysis, Public Speaking, Accounting, Student Affairs, Microsoft Word, Stata, Social Media, Public Policy, Matlab, Policy Analysis, SPSS, Modeling, Customer Service, Vietnamese, Time Management

Education
University of California, San Diego   2011 — 2015
Bachelor of Science (BS), Management Science, 3.76

University of California, San Diego - The Rady School of Management   2011 — 2015
Minor, Accounting, 3.86

Thomas W. Ulrich Thomas W. Ulrich Carlsbad, California Details
Thomas W. Ulrich's Altegris Experience July 2011 - October 2012
Job
Industry Financial Services
Experience
Sprott Global Resource Investments Ltd., Sprott Asset Management USA Inc. - Sprott U.S. Holdings Inc   October 2012 - Present
Altegris   July 2011 - October 2012
Geneva Advisors  March 2005 - July 2011
InView Investment Management   March 2004 - March 2005
Northwestern Mutual Trust Company   September 2002 - February 2004
Bridges Investment Counsel, Inc.   1998 - 2002

Education
Creighton University School of Law   1988 — 1991
Juris Doctor, Law

University of Nebraska-Lincoln   1981 — 1985
BA, English

Grand Island Senior High

Eric Love Eric Love Greater San Diego Area Details
Eric Love's Altegris Experience October 2014 - Present
Job Research Analyst at Altegris
Industry Financial Services
Experience
Altegris   October 2014 - Present

Education
State University of New York at Buffalo - School of Management   2011 — 2012
MS, Finance: Financial Engineering

University of Maryland College Park   2000 — 2006
BS, Mechanical Engineering

St. Albans School, Washington, DC   1993 — 1999

Renee Kerr Renee Kerr Greater San Diego Area Details
Renee Kerr's Altegris Experience 2012 - Present
Job Client Service Coordinator Team Lead at Altegris
Industry Financial Services
Experience
Altegris   2012 - Present
First Allied Securities, Inc  November 2008 - 2012
Charles Schwab & Co  2007 - 2008
Linsco Private Ledger (LPL) Financial   2005 - 2007
Tommy Bahama  2002 - 2005

Education
Grossmont College   2009 — 2010

Marissa Gottlieb Marissa Gottlieb Greater Chicago Area Details
Marissa Gottlieb's Altegris Experience 2010 - 2013
Job MBA Summer Associate at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  June 2015 - Present
Altegris   2010 - 2013
Cabrillo Advisors, LLC  2008 - 2010

Skills
Financial Modeling, Alternative Investments, Research, Investments, Hedge Funds, Asset Management, Asset Allocation, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Series 7, Finance, Management

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

University of California, San Diego   2004 — 2008
Bachelor of Arts

Brigitte Remy-Yee Brigitte Remy-Yee Los Angeles, California Details
Brigitte Remy-Yee's Altegris Experience May 2015 - Present
Job Investment Content Specialist at Altegris
Industry Financial Services
Experience
Altegris   May 2015 - Present
Nuveen Investments  2011 - 2015
Nuveen Investments  2010 - 2011
Wm. Sword & Co.   2008 - 2010
TVB.COM Limited   June 2008 - September 2008
Nickelodeon  2005 - 2007

Skills
Business Strategy, Sales, Business Development, Sales Operations, Retail Sales, Sales Presentations, Strategic Planning, Business Intelligence, SalesPage, Bloomberg Terminal, Marketing Strategy, Digital Marketing, Business Analysis, Coates Analytics, Capital IQ, Market Metrics, MS Excel Pivot Tables, SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, Microsoft CRM, Social Media, Alternative Investments, Investments

Education
Princeton University   2006 — 2010
Bachelor's Degree, Psychology - Behavioral Finance

United World College of South East Asia (Singapore)   2004 — 2006
High School, International Baccalaureate

Max Enger Max Enger Greater San Diego Area Details
Max Enger's Altegris Experience March 2015 - Present
Job Student at University of California, San Diego;
Industry Financial Services
Experience
Altegris   March 2015 - Present
Global Equity Finance NMLS ID #13116  September 2014 - October 2014
WebDSC   November 2013 - April 2014

Skills
Client Development, Front-end Development, Refinance, Mortgage Lending, Residential Mortgages, Telephone Skills, Microsoft Excel, Research, Microsoft Office

Education
University of California, San Diego   2012 — 2016
Bachelor of Science (B.S.), Management Science

Freddy Lovio Freddy Lovio San Diego, California Details
Freddy Lovio's Altegris Experience July 2015 - Present
Job Client Service Coordinator at Altegris
Industry Financial Services
Experience
Altegris   July 2015 - Present
Altegris   September 2014 - July 2015
Urban Outfitters  November 2013 - January 2014
Cricket Wireless  August 2009 - October 2013

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Photoshop, Employee Training, Sales

Education
San Diego State University-California State University   2009 — 2014
Bachelor of Arts (B.A.), Economics

Kevin Garry, CISM Kevin Garry, CISM Greater San Diego Area Details
Kevin Garry, CISM's Altegris Experience September 2015 - Present
Job Information Security Manager at Altegris
Industry Computer & Network Security
Experience
Altegris   September 2015 - Present
LPL Financial  April 2015 - August 2015
SourceHOV  May 2012 - March 2015
SOURCEHOV, previously SOURCECORP   June 2010 - May 2012
SOURCECORP  May 2007 - June 2010
SOURCECORP  January 2005 - May 2007
Hudson Property Management   June 2004 - January 2005
Appraisal Enhancement Services  April 2001 - June 2004
Oce  September 2000 - April 2001
Konica Minolta Business Solutions U.S.A., Inc.   January 1999 - September 2000

Skills
ITIL, Firewalls, Disaster Recovery, Information Technology, VPN, Information Security..., IT Management, Security, Network Security, PCI DSS, Active Directory, Service Delivery, Servers, VMware, FISMA, Troubleshooting, DIACAP, HIPAA, Data Center, Citrix, NIST, PMI Trained, Vendor Management, BPO, SOX, Process Improvement, NetApp, Security Policy, Cisco, Outsourcing, Requirements Analysis, Document Management, Visio, Server Architecture, System Architecture, SDLC, SAN, Document Imaging, security documentation, Information Security, Business Continuity, Computer Security

Education
American InterContinental University   2003 — 2004
BS, Information Technology

University of California, San Diego   1982 — 1984
AS

Francesca Halleman Francesca Halleman Greater San Diego Area Details
Francesca Halleman's Altegris Experience February 2015 - Present
Job Executive Assistant at Altegris
Industry Financial Services
Experience
Altegris   February 2015 - Present
La Jolla Country Day School  November 2014 - February 2015
Schumacher Management  September 2012 - November 2014
Aurora Productions  July 2012 - September 2012
Barry Josephson Entertainment   June 2012 - September 2012
Schumacher Management  January 2012 - May 2012
RKO Pictures  May 2011 - December 2011
Becky Bones   January 2008 - June 2011
LEGOLAND California Resort  June 2010 - April 2011

Skills
Mac OS X, Windows, Microsoft Office, Final Draft, Avid, HTML, Grip, Script Coverage, Script Supervision, Microsoft Excel, iMovie, iCal, QuickBooks, Photoshop, Adobe Creative Suite, Keynote, one pages, Carpentry, Editing, Grammar, Tutoring, Essays, Film Production, Script Breakdowns, TalentPro, Microsoft Word, Entertainment, Screenwriting, DVD Studio Pro, Movie Magic, Screenplays, Video Editing, Celtx, Film, Casting, Comedy, Film Editing, Scripting, OS X, Facebook, Television, Social Media, Producing, Mac, Final Cut Pro, Avid Media Composer, Creative Writing, Video Production, InDesign, Blogging

Education
Chapman University   2010 — 2012
MFA, Screenwriting

Carnegie Mellon University   2008 — 2010
BA, Creative Writing, Professional Writing

Loyola University of Chicago (LUC)   2006 — 2007
none, English

La Jolla Country Day   2002 — 2006
High School, n/a

Christine Ngo Christine Ngo Greater San Diego Area Details
Christine Ngo's Altegris Experience October 2014 - Present
Job Research Analyst at Altegris
Industry Investment Management
Experience
Altegris   October 2014 - Present
Altegris Investments  November 2011 - Present
Altegris Investments  July 2010 - November 2011
Altegris Investments  August 2009 - July 2010
Merrill Lynch  2008 - 2009

Skills
Bloomberg, Asset Allocation

Education
University of California, San Diego
Bachelor of Arts, Communications, Economics

Robert J. Murphy, CFA, FRM, CAIA Robert J. Murphy, CFA, FRM, CAIA Greater San Diego Area Details
Robert J. Murphy, CFA, FRM, CAIA's Altegris Experience August 2014 - Present
Job Deputy Chief Investment Officer at Altegris
Industry Investment Management
Experience
Altegris   August 2014 - Present
Hatteras Funds - Hatteras Alternative Mutual Funds   July 2009 - July 2014
Ivy Asset Management  October 2008 - July 2009
Meridian Capital Partners, Inc.   October 2001 - August 2008
PriorityAccess, Inc.   July 1999 - October 2001
Additional Professional Experience  1983 - 1999

Skills
Risk Budgeting, Hedge Funds, Portfolio Management, Asset Allocation, Investments, Risk Management, Alternative Investments, Fund Of Funds, Asset Managment, Asset Management, Securities, Investment Banking, Investment Management, Strategy, Investment Strategies, Private Equity, Equities, Due Diligence

Education
State University of New York at Albany   1981 — 1983
MBA, Finance; Management Information Systems

University at Albany, SUNY   1977 — 1981
BA, Psychology; Mathematics

Colonie Central High School   1973 — 1977
Regents, College Preparatory

Josiah Lee Josiah Lee Greater San Diego Area Details
Josiah Lee's Altegris Experience 2010 - 2013
Job Sr. Software Engineer at NuVasive
Industry Computer Software
Experience
NuVasive  September 2013 - Present
Altegris   2010 - 2013
Fillmore Technologies   2007 - 2010
Via-Telecom  2005 - 2007

Skills
Salesforce.com..., Apex Programming, Visualforce Pages, Lightning, AngularJS, HTML5, JavaScript, Informatica, Salesforce.com..., Cloud Computing, Software Development, Microsoft SQL Server, T-SQL, Web Development, Responsive Web Design, ASP.NET MVC, C#, .NET, Bootstrap, jQuery, jQuery UI, XML, jQuery Mobile, Java, Software Architectural..., IIS

Education
University of California, San Diego   2005 — 2007
Bachelor of Science (B.S.), Computer Engineering

Jason R. Pemberton Jason R. Pemberton Greater San Diego Area Details
Jason R. Pemberton's Altegris Experience January 2009 - May 2014
Job Experienced Executive in Alternative Investments and Financial Services
Industry Investment Management
Experience
Altegris   January 2009 - May 2014
Altegris   March 2006 - December 2008
Hedgeworks LLC  March 2004 - February 2006
National Planning Corporation (NPC)   June 2003 - March 2004
SunAmerica Securties   December 2001 - April 2003
Merrill Lynch  June 1999 - September 2001

Skills
Asset Managment, Equities, Hedge Funds, Risk Management, Fixed Income, Fund Accounting, Manage Client..., Model Portfolios, Equity Trading, Alternative Investments, Direct Sales, Microsoft Excel, Business Development, Financial Services

Education
San Diego State University-California State University
Bachelor's Degree, Finance

Katherine Paulson Katherine Paulson La Jolla, California Details
Katherine Paulson's Altegris Experience June 2014 - Present
Job Marketing Communications Director at Altegris
Industry Investment Management
Experience
Altegris   June 2014 - Present
MetLife Investors  June 2003 - June 2014
Jackson National Life  2001 - 2003

Skills
Marketing, Online Advertising, Digital Marketing, Social Media Marketing, Financial Services, Creative Direction, Marketing Communications, Marketing Strategy, Digital Strategy, Digital Media, Leadership, Analytics, Management, Internal Communications, Project Management, Strategy, Strategic Planning, Investments

Education
University of California, Los Angeles   1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters

Avelina Burbridge Avelina Burbridge New York, New York Details
Avelina Burbridge's Altegris Experience June 2012 - August 2012
Job
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates   May 2013 - August 2013
Altegris   June 2012 - August 2012
Professor Frank Partnoy   May 2012 - August 2012
Law Office of Michael T. O'Halloran   March 2008 - August 2011

Skills
Legal Research, Legal Writing, Spanish

Education
Columbia Law School   2012 — 2014
Doctor of Law (J.D.)

University of California, Santa Cruz   2004 — 2008
Bachelor of Arts

Andrea Trachtenberg Andrea Trachtenberg Greater San Diego Area Details
Andrea Trachtenberg's Altegris Experience January 2010 - Present
Job Chief Marketing Officer at Altegris
Industry Financial Services
Experience
Altegris   January 2010 - Present
Ivory River Consulting Group   January 2006 - December 2009
Neuberger Berman  April 1988 - December 2005

Skills
Mutual Funds, Alternative Investments, Financial Services, Investment Management, Hedge Funds, Asset Allocation, Relationship Management, Wealth Management, Asset Managment, Investments, CRM, Marketing Strategy, Strategy, Marketing, Marketing Communications

Education
Binghamton University
BS, MBA, Management and Marketing

Pace University - Lubin School of Business
MBA, Marketing

Laura Pyle Laura Pyle Greater San Diego Area Details
Laura Pyle's Altegris Experience March 2006 - Present
Job Altegris Investments
Industry Investment Management
Experience
Altegris   March 2006 - Present
Santa Barbara Alpha Strategies   January 2003 - March 2006
Orion West   March 1995 - December 2002

Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Series 7, Strategy, Financial Advisory, Asset Management, Leadership, Investment Management, Hedge Funds, Emerging Markets, Managed Futures, Portfolio Management, FINRA, Series 63

Education
University of Michigan   1984 — 1989
Ph.D., Organizational Psychology

Jimmy Dinh Jimmy Dinh San Diego, California Details
Jimmy Dinh's Altegris Experience December 2013 - February 2015
Job Operations Assistant at Altegris
Industry
Experience
Altegris   December 2013 - February 2015
Bainbridge Capital  March 2013 - June 2013
Bainbridge Capital  October 2012 - December 2012
UC San Diego Department of Economics   June 2012 - September 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Java, Matlab, Time Management, Databases, Analysis, Stata

Education
University of California, San Diego   2009 — 2013
Bachelor of Science (B.S.), Management Science

University of California, San Diego   2009 — 2013
Bachelor of Arts (B.A.), Psychology

Evergreen Valley High School   2005 — 2009

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