AMG Funds
Industry: Company
DescriptionHeadquarters: Norwalk, CT Founded: 1986 Parent organization: Affiliated Managers Group
AMG Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AMG Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AMG Funds Employees
Employee
Years
Job
Industry
Janelle Garipoli Janelle Garipoli's AMG Funds Experience April 2015 - Present
Job Senior Associate at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
Enhanced Equity Funds August 2010 - December 2014
Skills
Event Planning, Event Management, Corporate Events, Salesforce.com, Concur, Corporate Website..., Accounts Payable, Travel Management, Business Travel, Travel Planning, Digital Photography, Floral Design, Corporate Training, Microsoft Office, Leadership, Microsoft Excel, Social Media Marketing, Public Relations, Public Speaking, Social Networking, Management, Customer Service, Social Media
Education
Muhlenberg College 2004 — 2008
Bachelor of Arts, Music Performance, General
Schuylkill Valley High School 2000 — 2004
AMG Funds April 2015 - Present
Enhanced Equity Funds August 2010 - December 2014
Skills
Event Planning, Event Management, Corporate Events, Salesforce.com, Concur, Corporate Website..., Accounts Payable, Travel Management, Business Travel, Travel Planning, Digital Photography, Floral Design, Corporate Training, Microsoft Office, Leadership, Microsoft Excel, Social Media Marketing, Public Relations, Public Speaking, Social Networking, Management, Customer Service, Social Media
Education
Muhlenberg College 2004 — 2008
Bachelor of Arts, Music Performance, General
Schuylkill Valley High School 2000 — 2004
Tammy Comstock Tammy Comstock's AMG Funds Experience April 2007 - Present
Job Senior Associate at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2007 - Present
Education
Manhattanville College 1993 — 1997
BS, Political Science
AMG Funds April 2007 - Present
Education
Manhattanville College 1993 — 1997
BS, Political Science
Missi Davis Missi Davis's AMG Funds Experience December 2014 - Present
Job Artistic Director/Assistant Production Coordinator
Industry Performing Arts
Experience
The Inconvenience December 2014 - Present
AMG Funds December 2014 - Present
The Inconvenience November 2013 - December 2014
Skills
Plays, Performing Arts, Physical Theatre, Acting, Shakespeare, Directing, Stage Combat, Stage, Theatre, Puppetry, Non-profit..., Non-profit Leadership, Musical Theatre, Production Managment, Production Budgeting, Theatrical Production, Project Management, Voice Acting, Arts Administration, On-camera, Devising, Film Actor, Commercials, Teaching Acting, Non-profit Program..., Festivals, Voiceovers, Artistic Programming
Education
DePaul University 2003 — 2007
Bachelors of Fine Arts, Acting
The Inconvenience December 2014 - Present
AMG Funds December 2014 - Present
The Inconvenience November 2013 - December 2014
Skills
Plays, Performing Arts, Physical Theatre, Acting, Shakespeare, Directing, Stage Combat, Stage, Theatre, Puppetry, Non-profit..., Non-profit Leadership, Musical Theatre, Production Managment, Production Budgeting, Theatrical Production, Project Management, Voice Acting, Arts Administration, On-camera, Devising, Film Actor, Commercials, Teaching Acting, Non-profit Program..., Festivals, Voiceovers, Artistic Programming
Education
DePaul University 2003 — 2007
Bachelors of Fine Arts, Acting
Alex Soares Alex Soares's AMG Funds Experience April 2015 - Present
Job Marketing Web Content at AMG Funds
Industry Marketing and Advertising
Experience
AMG Funds April 2015 - Present
BAYSO U6 June 2011 - Present
St. Vincent's Health Services, Bridgeport CT December 2014 - April 2015
Point72 Asset Management, L.P. October 2014 - December 2014
Pitney Bowes May 2012 - August 2014
Scofield Magnet Middle School October 2012 - May 2013
St. Joseph's Manor March 2008 - August 2012
Skills
Marketing Communications, Social Media, Marketing, Facebook, Microsoft Office, Social Networking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Blogging, Photoshop, Data Analysis, Web Design, Outlook, Research, Teamwork
Education
The University of Connecticut 2010 — 2014
Bachelor of Science Business and Technology (B.S.B.T), Business and Technology
CIMBA UG Spring 2013 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business and Technology
AMG Funds April 2015 - Present
BAYSO U6 June 2011 - Present
St. Vincent's Health Services, Bridgeport CT December 2014 - April 2015
Point72 Asset Management, L.P. October 2014 - December 2014
Pitney Bowes May 2012 - August 2014
Scofield Magnet Middle School October 2012 - May 2013
St. Joseph's Manor March 2008 - August 2012
Skills
Marketing Communications, Social Media, Marketing, Facebook, Microsoft Office, Social Networking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Blogging, Photoshop, Data Analysis, Web Design, Outlook, Research, Teamwork
Education
The University of Connecticut 2010 — 2014
Bachelor of Science Business and Technology (B.S.B.T), Business and Technology
CIMBA UG Spring 2013 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business and Technology
Brian Hoffman Brian Hoffman's AMG Funds Experience April 2015 - Present
Job Experienced Financial Services Professional at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
Hartford Funds May 2014 - April 2015
Hartford Funds December 2013 - April 2015
Friends School of Baltimore March 2013 - June 2013
The Law Office of Fred S. London, P.C. October 2012 - June 2013
STX, LLC February 2012 - May 2012
Legg Mason October 2010 - August 2011
The Preller Glass Law Firm, LLC June 2010 - August 2010
Howrey LLP February 2008 - August 2009
Skills
Mutual Funds, Financial Services, Leadership, Securities Regulation, Networking, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Compliance, Criminal Law, Intellectual Property, Trials, Administrative Law, Contract Law, Commercial Litigation, Litigation Support, Document Review, Standards Compliance, Sports Law, Social Media, Social Networking, Tax Law, Corporate Law, Corporate Governance, Mediation, Alternative Dispute..., Mergers & Acquisitions, Constitutional Law, Employment Law, Legal Issues, Pleadings, Hearings, Motions, Patent Litigation, Competition Law, Personal Injury, Editing, Compliance, Customer Service, Sales, Salesforce.com, Securities, Series 7
Education
University of Maryland Baltimore 2009 — 2012
JD, Law, Business & Litigation
University of Oxford 2007 — 2007
N/A, Politics, Philosophy, Economics, Law
State University of New York at Buffalo 2004 — 2007
BA, Political Science
Fayetteville-Manlius High School 1999 — 2004
High School
AMG Funds April 2015 - Present
Hartford Funds May 2014 - April 2015
Hartford Funds December 2013 - April 2015
Friends School of Baltimore March 2013 - June 2013
The Law Office of Fred S. London, P.C. October 2012 - June 2013
STX, LLC February 2012 - May 2012
Legg Mason October 2010 - August 2011
The Preller Glass Law Firm, LLC June 2010 - August 2010
Howrey LLP February 2008 - August 2009
Skills
Mutual Funds, Financial Services, Leadership, Securities Regulation, Networking, Legal Writing, Legal Research, Litigation, Civil Litigation, Legal Compliance, Criminal Law, Intellectual Property, Trials, Administrative Law, Contract Law, Commercial Litigation, Litigation Support, Document Review, Standards Compliance, Sports Law, Social Media, Social Networking, Tax Law, Corporate Law, Corporate Governance, Mediation, Alternative Dispute..., Mergers & Acquisitions, Constitutional Law, Employment Law, Legal Issues, Pleadings, Hearings, Motions, Patent Litigation, Competition Law, Personal Injury, Editing, Compliance, Customer Service, Sales, Salesforce.com, Securities, Series 7
Education
University of Maryland Baltimore 2009 — 2012
JD, Law, Business & Litigation
University of Oxford 2007 — 2007
N/A, Politics, Philosophy, Economics, Law
State University of New York at Buffalo 2004 — 2007
BA, Political Science
Fayetteville-Manlius High School 1999 — 2004
High School
Ken Stenger Ken Stenger's AMG Funds Experience July 2012 - Present
Job AVP Mutual Fund Modeling at AMG Funds
Industry Financial Services
Experience
AMG Funds July 2012 - Present
Morgan Stanley June 2007 - July 2012
Gannett May 2004 - June 2007
Skills
Financial Control, Financial Modeling, Excel, Macro, Expense Budgeting, Financial Forecasting, Insurance, Strategic Financial..., Managerial Finance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Valuation, Financial Reporting, Management, Hyperion Enterprise, Process Improvement, Internal Audit, Financial Audits, Corporate Finance, Finance, Essbase, Investments, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Forecasting, Fixed Annuities, Financial Services, Bloomberg, Risk Management, Due Diligence, Alternative Investments, Fixed Income, Equities, Securities, ETFs, Portfolio Management, Analysis, Capital Markets
Education
The University of Connecticut School of Business 2008 — 2012
MBA, Finance, 4.0
Penn State University 2000 — 2004
BS, Finance
Penn State University 2000 — 2004
BS, Business Information Systems
AMG Funds July 2012 - Present
Morgan Stanley June 2007 - July 2012
Gannett May 2004 - June 2007
Skills
Financial Control, Financial Modeling, Excel, Macro, Expense Budgeting, Financial Forecasting, Insurance, Strategic Financial..., Managerial Finance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Valuation, Financial Reporting, Management, Hyperion Enterprise, Process Improvement, Internal Audit, Financial Audits, Corporate Finance, Finance, Essbase, Investments, Mutual Funds, Sarbanes-Oxley Act, Internal Controls, Forecasting, Fixed Annuities, Financial Services, Bloomberg, Risk Management, Due Diligence, Alternative Investments, Fixed Income, Equities, Securities, ETFs, Portfolio Management, Analysis, Capital Markets
Education
The University of Connecticut School of Business 2008 — 2012
MBA, Finance, 4.0
Penn State University 2000 — 2004
BS, Finance
Penn State University 2000 — 2004
BS, Business Information Systems
Laura Stanner's AMG Funds Experience January 2014 - September 2014
Job Marketing Manager at HBR Consulting LLC
Industry Legal Services
Experience
HBR Consulting LLC September 2014 - Present
AMG Funds January 2014 - September 2014
AMG Funds May 2010 - January 2014
AMG Funds January 2010 - May 2010
AMG Funds January 2008 - December 2009
AMG Funds April 2007 - December 2007
C.H. Robinson Worldwide, Inc. July 2005 - April 2007
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Strategic Planning, Alternative Investments, Financial Analysis, Content Marketing, Product Marketing, Project Management, Direct Mail, Writing, Online Marketing, Corporate Branding, Events Coordination, Event Marketing Strategy, Webinar Development, Vendor Management, Campaign Management, Microsoft Office, Marketing, Strategy, CRM, Integrated Marketing, Social Media, Public Relations, Strategic Communications, Leadership
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science (B.S.), Marketing
Indiana University Bloomington 2001 — 2005
Bachelors, Marketing
HBR Consulting LLC September 2014 - Present
AMG Funds January 2014 - September 2014
AMG Funds May 2010 - January 2014
AMG Funds January 2010 - May 2010
AMG Funds January 2008 - December 2009
AMG Funds April 2007 - December 2007
C.H. Robinson Worldwide, Inc. July 2005 - April 2007
Skills
Marketing Strategy, Marketing Communications, Email Marketing, Series 7, Mutual Funds, Separately Managed..., Asset Allocation, Strategic Planning, Alternative Investments, Financial Analysis, Content Marketing, Product Marketing, Project Management, Direct Mail, Writing, Online Marketing, Corporate Branding, Events Coordination, Event Marketing Strategy, Webinar Development, Vendor Management, Campaign Management, Microsoft Office, Marketing, Strategy, CRM, Integrated Marketing, Social Media, Public Relations, Strategic Communications, Leadership
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science (B.S.), Marketing
Indiana University Bloomington 2001 — 2005
Bachelors, Marketing
Jim Tarsatana Jim Tarsatana's AMG Funds Experience March 2014 - Present
Job Accounting Manager
Industry Insurance
Experience
HTH Worldwide September 2015 - Present
AMG Funds March 2014 - Present
Finance & Accounting Professional July 2012 - February 2014
Turner Investments, L.P. September 2002 - June 2012
Turner Investments, L.P. January 1998 - August 2002
Turner Investments, L.P. September 1995 - December 1997
Skills
Series 7, Equities, Investments, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Asset Managment, Fixed Income, Securities, Portfolio Management, Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Financial Statements, Account Reconciliation, Finance, Financial Accounting
Education
Penn State University 1990 — 1992
MBA, Finance
Villanova University 1986 — 1990
BSBA, Finance
HTH Worldwide September 2015 - Present
AMG Funds March 2014 - Present
Finance & Accounting Professional July 2012 - February 2014
Turner Investments, L.P. September 2002 - June 2012
Turner Investments, L.P. January 1998 - August 2002
Turner Investments, L.P. September 1995 - December 1997
Skills
Series 7, Equities, Investments, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Asset Managment, Fixed Income, Securities, Portfolio Management, Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Financial Statements, Account Reconciliation, Finance, Financial Accounting
Education
Penn State University 1990 — 1992
MBA, Finance
Villanova University 1986 — 1990
BSBA, Finance
Keitha Kinne Keitha Kinne's AMG Funds Experience July 2007 - Present
Job Chief Operating Officer at AMG Funds
Industry Investment Management
Experience
AMG Funds July 2007 - Present
Legg Mason & Co., LLC 2005 - 2007
Prudential Financial 1999 - 2004
UBS 1995 - 1999
GE 1985 - 1989
Skills
Operational Excellence, Operations Management, Product Management, Marketing, Mutual Funds, Sales Operations, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Portfolio Management, Managerial Finance, Strategic Financial..., Business Intelligence, Key Account Management, Series 24, Series 65, Chartered Financial..., CAIA, CIMA
Education
University of Connecticut 1977 — 1980
BS, Finance
AMG Funds July 2007 - Present
Legg Mason & Co., LLC 2005 - 2007
Prudential Financial 1999 - 2004
UBS 1995 - 1999
GE 1985 - 1989
Skills
Operational Excellence, Operations Management, Product Management, Marketing, Mutual Funds, Sales Operations, Investments, Asset Management, Alternative Investments, Series 7, Asset Allocation, Portfolio Management, Managerial Finance, Strategic Financial..., Business Intelligence, Key Account Management, Series 24, Series 65, Chartered Financial..., CAIA, CIMA
Education
University of Connecticut 1977 — 1980
BS, Finance
Peter Walker, CIMA, AIF, CAIA Peter Walker, CIMA, AIF, CAIA's AMG Funds Experience April 2005 - Present
Job Senior Vice President, East Division Field Sales Director Broker Dealer Sales
Industry Investment Management
Experience
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
AMG Funds April 2005 - Present
Alliance Capital Management January 2002 - December 2002
Phoenix Investment Partners December 1997 - November 2001
Scudder Stevens & Clark September 1996 - October 1997
Skills
Series 63, Series 7, Mutual Funds, Investments, Alternative Investments, Asset Allocation, Series 6, Series 24, Series 65, Sales Management, Separately Managed..., Team Leadership, Sales, Sales Presentations, Investment Strategies, ETFs, Securities, Portfolio Management
Education
University of Vermont 1992 — 1996
Bachelor of Arts, Political Science
The University of Queensland 1995 — 1995
Angela Ferrante Angela Ferrante's AMG Funds Experience April 2015 - Present
Job Assistant Vice President Financial Reporting at AMG Funds
Industry Financial Services
David Fishman's AMG Funds Experience June 2015 - Present
Job Internal Investment Consultant at AMG Funds
Industry Banking
Experience
AMG Funds June 2015 - Present
Wells Fargo July 2014 - June 2015
JPMorgan Chase August 2011 - July 2014
Grand Prix New York March 2009 - August 2011
Cole Group Realty January 2006 - February 2007
MRH Real Estate January 2006 - February 2007
Skills
Sales, Mac, Market Research, Microsoft Excel, Team Building, CRM, Management, PowerPoint, Photoshop, Facebook, Microsoft Office, Customer Service, Outlook, Dreamweaver, Marketing Strategy, Finance, Budgets, Event Planning, Event Management, Negotiation, Adobe Acrobat, InDesign, Adobe Audition, Lotus, Delphi, Skyline, ROC, Windows, Series 63, Life Insurance, RR, General Securities..., Series 7, New Business Development, Investment Adviser
Education
Purchase College, SUNY 2007 — 2009
Liberal Arts, Biology, Chemistry, Psychology, Philosophy, Economics
AMG Funds June 2015 - Present
Wells Fargo July 2014 - June 2015
JPMorgan Chase August 2011 - July 2014
Grand Prix New York March 2009 - August 2011
Cole Group Realty January 2006 - February 2007
MRH Real Estate January 2006 - February 2007
Skills
Sales, Mac, Market Research, Microsoft Excel, Team Building, CRM, Management, PowerPoint, Photoshop, Facebook, Microsoft Office, Customer Service, Outlook, Dreamweaver, Marketing Strategy, Finance, Budgets, Event Planning, Event Management, Negotiation, Adobe Acrobat, InDesign, Adobe Audition, Lotus, Delphi, Skyline, ROC, Windows, Series 63, Life Insurance, RR, General Securities..., Series 7, New Business Development, Investment Adviser
Education
Purchase College, SUNY 2007 — 2009
Liberal Arts, Biology, Chemistry, Psychology, Philosophy, Economics
Denise Wasilewski Denise Wasilewski's AMG Funds Experience April 2007 - Present
Job Vice President, Marketing at AMG Funds
Industry Investment Management
Experience
AMG Funds April 2007 - Present
AMG Funds April 2007 - December 2013
AMG Funds April 2007 - December 2010
AIG American General 2005 - 2007
Skills
Marketing Strategy, Advertising, Investments, Mutual Funds, Marketing Communications, Direct Marketing, Financial Services, Campaign Management, Project Management, Strategic Planning, Copywriting, Product Marketing, Channel Marketing, Content Marketing, Email Marketing, Conferences/Events, Webinars/Webcasts, Corporate..., Conference Calls, Promotional Items, Separately Managed..., Insurance
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Advertising
AMG Funds April 2007 - Present
AMG Funds April 2007 - December 2013
AMG Funds April 2007 - December 2010
AIG American General 2005 - 2007
Skills
Marketing Strategy, Advertising, Investments, Mutual Funds, Marketing Communications, Direct Marketing, Financial Services, Campaign Management, Project Management, Strategic Planning, Copywriting, Product Marketing, Channel Marketing, Content Marketing, Email Marketing, Conferences/Events, Webinars/Webcasts, Corporate..., Conference Calls, Promotional Items, Separately Managed..., Insurance
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Advertising
Michael Ponder Michael Ponder's AMG Funds Experience February 2011 - March 2015
Job Assistant General Counsel at Lord, Abbett & Co. LLC
Industry Legal Services
Experience
Lord, Abbett & Co. LLC March 2015 - Present
AMG Funds February 2011 - March 2015
Credit Suisse January 2007 - 2009
Willkie Farr & Gallagher LLP February 2006 - January 2007
Shearman and Sterling September 2005 - February 2006
Seward & Kissel LLP August 2003 - August 2005
Sutherland Asbill & Brennan LLP October 2000 - July 2003
Skills
Mutual Funds, Investment Management, Fixed Income, Hedge Funds, Investments, Asset Managment, Asset Management, FINRA, Financial Services, Portfolio Management, Alternative Investments, Fund Of Funds, Financial Risk, Securities, Insurance, Broker-Dealer, Securities Regulation, Investment Advisers Act, Investment Company Act, Due Diligence, Equities, Corporate Governance, ERISA
Education
University of Michigan Law School 1997 — 2000
J.D.
Harvard University 1992 — 1996
A.B., History
Lord, Abbett & Co. LLC March 2015 - Present
AMG Funds February 2011 - March 2015
Credit Suisse January 2007 - 2009
Willkie Farr & Gallagher LLP February 2006 - January 2007
Shearman and Sterling September 2005 - February 2006
Seward & Kissel LLP August 2003 - August 2005
Sutherland Asbill & Brennan LLP October 2000 - July 2003
Skills
Mutual Funds, Investment Management, Fixed Income, Hedge Funds, Investments, Asset Managment, Asset Management, FINRA, Financial Services, Portfolio Management, Alternative Investments, Fund Of Funds, Financial Risk, Securities, Insurance, Broker-Dealer, Securities Regulation, Investment Advisers Act, Investment Company Act, Due Diligence, Equities, Corporate Governance, ERISA
Education
University of Michigan Law School 1997 — 2000
J.D.
Harvard University 1992 — 1996
A.B., History
Pat Henehan Pat Henehan's AMG Funds Experience February 2015 - Present
Job Internal Investment Consultant at AMG Funds
Industry Financial Services
Experience
AMG Funds February 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - January 2015
UCONN HEALTH August 2011 - April 2014
Ameriprise Financial Services, Inc. June 2010 - October 2010
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, Insurance, Investment Strategies, Business Economics, Personal Financial..., Team Leadership, Communication, Wealth Management, Problem Solving, Financial Accounting, Mutual Funds, Social Media, Finance, Investments
Education
University of Connecticut 2012 — 2016
Master of Business Administration (M.B.A.), Finance
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Finance
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics
AMG Funds February 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - January 2015
UCONN HEALTH August 2011 - April 2014
Ameriprise Financial Services, Inc. June 2010 - October 2010
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, Insurance, Investment Strategies, Business Economics, Personal Financial..., Team Leadership, Communication, Wealth Management, Problem Solving, Financial Accounting, Mutual Funds, Social Media, Finance, Investments
Education
University of Connecticut 2012 — 2016
Master of Business Administration (M.B.A.), Finance
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Finance
Sacred Heart University 2007 — 2011
Bachelor of Science (B.S.), Business/Managerial Economics
Justin Pohlig Justin Pohlig's AMG Funds Experience September 2014 - Present
Job Internal Investment Consultant at AMG Funds
Industry Financial Services
Experience
AMG Funds September 2014 - Present
SEI December 2013 - September 2014
SEI July 2011 - November 2013
Pohlig Builders March 2002 - June 2011
1030 Mt Pleasant LLC May 2010 - April 2011
Avalon Beach Patrol Alumni Association, Inc 2004 - 2007
Skills
Relationship Management, Finance, Mutual Funds, Financial Operations, Databases, Call Centers, Broker-Dealer Operations, Data Privacy, Lead Generation, Investments, Access, Securities
Education
Penn State University 2006 — 2011
Bachelor's degree, Economics
Penn State University 2006 — 2011
Minor, Business
Penn State University 2006 — 2011
Minor, Law
Malvern Prep
AMG Funds September 2014 - Present
SEI December 2013 - September 2014
SEI July 2011 - November 2013
Pohlig Builders March 2002 - June 2011
1030 Mt Pleasant LLC May 2010 - April 2011
Avalon Beach Patrol Alumni Association, Inc 2004 - 2007
Skills
Relationship Management, Finance, Mutual Funds, Financial Operations, Databases, Call Centers, Broker-Dealer Operations, Data Privacy, Lead Generation, Investments, Access, Securities
Education
Penn State University 2006 — 2011
Bachelor's degree, Economics
Penn State University 2006 — 2011
Minor, Business
Penn State University 2006 — 2011
Minor, Law
Malvern Prep
Nathaniel Bobenchik Nathaniel Bobenchik's AMG Funds Experience August 2010 - Present
Job AMG Funds Assistant Vice President Regional Manager
Industry Financial Services
Experience
AMG Funds August 2010 - Present
Hartford Financial Services April 2008 - July 2009
PLANCO April 2007 - April 2008
PLANCO April 2006 - April 2007
PLANCO April 2005 - April 2006
PLANCO June 2004 - April 2005
Skills
Mutual Funds, New Business Development, Sales, Investments, Separately Managed..., Alternative Investments, Asset Allocation, Sales Management, Investment Strategies, Sales Presentations, Finance, Series 7, Insurance, Marketing, Portfolio Management, Retirement Planning, Sales Operations, Strategy
Education
Penn State University 2006 — 2009
MBA, Business Management
West Chester University of Pennsylvania 2001 — 2004
BS, Finance
HACC, Central Pennsylvania's Community College 2000 — 2001
AMG Funds August 2010 - Present
Hartford Financial Services April 2008 - July 2009
PLANCO April 2007 - April 2008
PLANCO April 2006 - April 2007
PLANCO April 2005 - April 2006
PLANCO June 2004 - April 2005
Skills
Mutual Funds, New Business Development, Sales, Investments, Separately Managed..., Alternative Investments, Asset Allocation, Sales Management, Investment Strategies, Sales Presentations, Finance, Series 7, Insurance, Marketing, Portfolio Management, Retirement Planning, Sales Operations, Strategy
Education
Penn State University 2006 — 2009
MBA, Business Management
West Chester University of Pennsylvania 2001 — 2004
BS, Finance
HACC, Central Pennsylvania's Community College 2000 — 2001
David Archer David Archer's AMG Funds Experience October 2012 - November 2014
Job Senior Investment Management Distribution Executive
Industry Financial Services
Experience
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Heather Ribellino Heather Ribellino's AMG Funds Experience October 2011 - Present
Job Legal and Compliance Assistant at AMG Funds
Industry Financial Services
Experience
AMG Funds October 2011 - Present
Plainfield Asset Management April 2008 - April 2010
SWINNERTON INTERNATIONAL August 1999 - May 2008
JCC OF GREATER September 1998 - August 1999
The Children's Center August 1996 - September 1998
Clear Channel Communications January 1997 - January 1998
ORANGE ANSWERING SERVICE February 1996 - August 1996
ST. ANTHONY'S CHURCH October 1995 - February 1996
JOYCE VAN LINES April 1993 - September 1995
KING TRAVEL AGENCY January 1992 - March 1993
Skills
PowerPoint, Administrative..., Microsoft Office, Outlook, Marketing, Microsoft Excel, Travel Arrangements, Customer Service, Management, Lotus Notes, Fundraising
Education
Norwalk Community College 1999 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
HUNTINGTON INSTITUTE 1991 — 1992
Certificate, Tourism and Travel
AMG Funds October 2011 - Present
Plainfield Asset Management April 2008 - April 2010
SWINNERTON INTERNATIONAL August 1999 - May 2008
JCC OF GREATER September 1998 - August 1999
The Children's Center August 1996 - September 1998
Clear Channel Communications January 1997 - January 1998
ORANGE ANSWERING SERVICE February 1996 - August 1996
ST. ANTHONY'S CHURCH October 1995 - February 1996
JOYCE VAN LINES April 1993 - September 1995
KING TRAVEL AGENCY January 1992 - March 1993
Skills
PowerPoint, Administrative..., Microsoft Office, Outlook, Marketing, Microsoft Excel, Travel Arrangements, Customer Service, Management, Lotus Notes, Fundraising
Education
Norwalk Community College 1999 — 2002
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
HUNTINGTON INSTITUTE 1991 — 1992
Certificate, Tourism and Travel
Melissa Mosher DiPierro, AIF® Melissa Mosher DiPierro, AIF®'s AMG Funds Experience January 2014 - Present
Job
Industry Financial Services
Experience
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
AMG Funds January 2014 - Present
AMG Funds November 2012 - December 2013
Clark Capital Management Group December 2009 - November 2012
Brinker Capital January 2007 - October 2008
Brinker Capital April 2005 - December 2006
Sage Financial Group August 2004 - April 2005
AM&M Financial Services, Inc June 2002 - August 2004
First Investors Corporation June 2000 - May 2002
Skills
Mutual Funds, Asset Allocation, Investments, Series 7, Securities, Financial Services, Retirement, Finance, Investment Advisory, Financial Advisory, Retirement Planning, Relationship Management, Wealth Management, Series 63, Asset Management, Portfolio Management, ETFs, Series 6, Uniform Combined State..., Pensions, Series 66, Asset Managment, Series 24
Education
State University of New York College at Geneseo 1996 — 2000
BA
Spencerport High School
Greg Lutzen Greg Lutzen's AMG Funds Experience June 2005 - Present
Job V.P. Midwest Regional Manager, RIA/IBD Channel at AMG Funds
Industry Financial Services
Experience
AMG Funds June 2005 - Present
Skills
Alternative Investments, Series 7, Mutual Funds, Equities, Investments, Investment Strategies, Fixed Income, Public Speaking, Scuba Diving, Separately Managed..., FINRA, Financial Advisory, Asset Allocation, Investment Management, Asset Management, Series 63, Management
Education
Northwestern University 2001 — 2005
Bachelor of Science in Communication, Minor in Business Institutions
Pewaukee High School
AMG Funds June 2005 - Present
Skills
Alternative Investments, Series 7, Mutual Funds, Equities, Investments, Investment Strategies, Fixed Income, Public Speaking, Scuba Diving, Separately Managed..., FINRA, Financial Advisory, Asset Allocation, Investment Management, Asset Management, Series 63, Management
Education
Northwestern University 2001 — 2005
Bachelor of Science in Communication, Minor in Business Institutions
Pewaukee High School
Kenneth Javor Kenneth Javor's AMG Funds Experience May 2011 - July 2014
Job Business Development Associate at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2015 - Present
AMG Funds May 2011 - July 2014
Mid-America Real Estate Corporation January 2010 - May 2010
M&N Trading May 2008 - August 2008
Skills
Series 63, Series 6, Series 65, Series 7
Education
Marquette University 2006 — 2010
Northern Trust Corporation May 2015 - Present
AMG Funds May 2011 - July 2014
Mid-America Real Estate Corporation January 2010 - May 2010
M&N Trading May 2008 - August 2008
Skills
Series 63, Series 6, Series 65, Series 7
Education
Marquette University 2006 — 2010
James Trapp James Trapp's AMG Funds Experience November 2012 - January 2014
Job Financial Professional with a Masters in Accounting
Industry Financial Services
Experience
Bridgewater Associates 2015 - 2015
AMG Funds November 2012 - January 2014
Silver Point Capital February 2012 - June 2012
Blum Shapiro January 2009 - April 2009
Education
The University of Connecticut School of Business 2010 — 2011
Master of Science in Accounting
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science in Accounting, Accounting
Bridgewater Associates 2015 - 2015
AMG Funds November 2012 - January 2014
Silver Point Capital February 2012 - June 2012
Blum Shapiro January 2009 - April 2009
Education
The University of Connecticut School of Business 2010 — 2011
Master of Science in Accounting
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science in Accounting, Accounting
Jeanine Perkins Jeanine Perkins's AMG Funds Experience 2014 - Present
Job Vice President RIA/IBD at AMG Funds
Industry Financial Services
Experience
AMG Funds 2014 - Present
Multi-Funds, Inc. June 2013 - March 2014
Calvert December 2001 - February 2013
Holiday Bowl 1998 - 2005
PaineWebber/UBS 1999 - 2001
Smith Barney 1995 - 1996
Skills
Series 7, Series 63, Mutual Funds, Series 6, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Series 24, ETFs, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Portfolio Management, Fixed Income, Retirement, Fixed Annuities, Securities, Separately Managed..., Wealth Management, Finance, Financial Planning, Equities, Management, Investment Management
Education
San Diego State University-California State University 1991 — 1995
Double BA, Art (Graphic Design) and Journalism (Advertising)
AMG Funds 2014 - Present
Multi-Funds, Inc. June 2013 - March 2014
Calvert December 2001 - February 2013
Holiday Bowl 1998 - 2005
PaineWebber/UBS 1999 - 2001
Smith Barney 1995 - 1996
Skills
Series 7, Series 63, Mutual Funds, Series 6, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Series 24, ETFs, Asset Management, Financial Services, Retirement Planning, Financial Advisory, Portfolio Management, Fixed Income, Retirement, Fixed Annuities, Securities, Separately Managed..., Wealth Management, Finance, Financial Planning, Equities, Management, Investment Management
Education
San Diego State University-California State University 1991 — 1995
Double BA, Art (Graphic Design) and Journalism (Advertising)
Thomas Moles Thomas Moles's AMG Funds Experience August 2015 - Present
Job Director, Content Marketing Strategy at AMG Funds
Industry Financial Services
Experience
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
AMG Funds August 2015 - Present
Allianz Global Investors July 2014 - July 2015
Legg Mason August 2009 - July 2014
Neuberger Berman 2005 - 2009
Citigroup 2003 - 2005
Genuity Solutions 2001 - 2002
Morgan Stanley 1996 - 1999
Skills
Mutual Funds, Multi-channel Marketing, Series 7, Investments, Alternative Investments, Financial Services, Asset Management, Marketing, Equities, Hedge Funds, Marketing Strategy, Securities, Wealth Management, Asset Managment, Digital Marketing, Integrated Marketing, Private Equity, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2001
MBA, Marketing and Strategy
Vanderbilt University 1993 — 1996
BS, Political Science
Ryan Woldman's AMG Funds Experience June 2011 - Present
Job Senior Graphic Designer
Industry Design
Experience
AMG Funds June 2011 - Present
RyanWoldmanDesign.com August 2007 - Present
Calamos Investments March 2008 - June 2010
Skills
Web Design, Print Publication Design, Advertising, Marketing, Branding Experience, Rebranding, Art Direction, Creative Management, Management Of Creative..., Photography, Print Production Process, Adobe Creative Suite, Logo Design, QuarkXPress, Graphic Design, Adobe Acrobat, Layout, Typography, Corporate Identity, Branding, Corporate Branding, Collateral, Pre-press, InDesign, Creative Direction, Illustrator, Email Marketing, Direct Mail, Creative Strategy, Brand Development, Photoshop, Direct Marketing, Social Media Marketing, Book Design, Direct Mail Campaigns, Digital Photography, Image Manipulation, Catalogs, Graphics, Brochures, Branding & Identity, Dreamweaver, Illustration, Flash, Mac, Packaging, Digital Illustration
Education
Taylor University 2004 — 2007
New Media Graphic Design
College of DuPage 2003 — 2004
Graphic Design
AMG Funds June 2011 - Present
RyanWoldmanDesign.com August 2007 - Present
Calamos Investments March 2008 - June 2010
Skills
Web Design, Print Publication Design, Advertising, Marketing, Branding Experience, Rebranding, Art Direction, Creative Management, Management Of Creative..., Photography, Print Production Process, Adobe Creative Suite, Logo Design, QuarkXPress, Graphic Design, Adobe Acrobat, Layout, Typography, Corporate Identity, Branding, Corporate Branding, Collateral, Pre-press, InDesign, Creative Direction, Illustrator, Email Marketing, Direct Mail, Creative Strategy, Brand Development, Photoshop, Direct Marketing, Social Media Marketing, Book Design, Direct Mail Campaigns, Digital Photography, Image Manipulation, Catalogs, Graphics, Brochures, Branding & Identity, Dreamweaver, Illustration, Flash, Mac, Packaging, Digital Illustration
Education
Taylor University 2004 — 2007
New Media Graphic Design
College of DuPage 2003 — 2004
Graphic Design
Margaret Staiano Margaret Staiano's AMG Funds Experience February 2015 - Present
Job Web Manager
Industry Financial Services
Experience
AMG Funds February 2015 - Present
Harbor & Bloom May 2013 - February 2015
Albert Einstein College of Medicine November 2010 - February 2015
Reader's Digest Association June 2009 - August 2009
Skills
Photoshop, Adobe Fireworks, Illustrator, Dreamweaver, InDesign, Adobe Creative Suite, Graphic Design, Image Manipulation, CSS, Illustration, Art, Logo Design, Final Cut Pro, Business Cards, Magazines, Multimedia, Web Design, Posters, QuarkXPress, Brochures, Social Media, Photography, Mac, Video Editing, Digital Photography, Layout, Marketing
Education
State University of New York College at Oneonta 2006 — 2010
Bachelor of Arts (B.A.), Computer Art
State University of New York College at Oneonta 2006 — 2010
Bachelor of Science (B.S.), Mass Communication; Production
AMG Funds February 2015 - Present
Harbor & Bloom May 2013 - February 2015
Albert Einstein College of Medicine November 2010 - February 2015
Reader's Digest Association June 2009 - August 2009
Skills
Photoshop, Adobe Fireworks, Illustrator, Dreamweaver, InDesign, Adobe Creative Suite, Graphic Design, Image Manipulation, CSS, Illustration, Art, Logo Design, Final Cut Pro, Business Cards, Magazines, Multimedia, Web Design, Posters, QuarkXPress, Brochures, Social Media, Photography, Mac, Video Editing, Digital Photography, Layout, Marketing
Education
State University of New York College at Oneonta 2006 — 2010
Bachelor of Arts (B.A.), Computer Art
State University of New York College at Oneonta 2006 — 2010
Bachelor of Science (B.S.), Mass Communication; Production
James Vigue, CIMA James Vigue, CIMA's AMG Funds Experience February 2006 - Present
Job Regional Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds February 2006 - Present
Charter One Securities/Royal Bank of Scotland 2004 - 2006
Scudder/DWS Investments 2000 - 2003
Skills
FINRA, Wealth Management, Financial Services, Finance, Investments, Series 7, Alternative Investments, Sales, Marketing, Management, Fixed Income, Securities, Series 63, Options, Mutual Funds, Asset Management, Equities, Morningstar
Education
University of Pennsylvania - The Wharton School
Eastern Illinois University 1997 — 2000
Macomb High School
AMG Funds February 2006 - Present
Charter One Securities/Royal Bank of Scotland 2004 - 2006
Scudder/DWS Investments 2000 - 2003
Skills
FINRA, Wealth Management, Financial Services, Finance, Investments, Series 7, Alternative Investments, Sales, Marketing, Management, Fixed Income, Securities, Series 63, Options, Mutual Funds, Asset Management, Equities, Morningstar
Education
University of Pennsylvania - The Wharton School
Eastern Illinois University 1997 — 2000
Macomb High School
Rick DeAngelo, PMP's AMG Funds Experience 2007 - January 2013
Job PMO Project Manager | IT Project Manager | Compliance | Technology | Project Scoping | Risk Management | Team Building
Industry Banking
Experience
Suncoast Credit Union April 2013 - Present
AMG Funds 2007 - January 2013
Rocaton Investment Advisors 2005 - 2007
Lockheed Martin Corporation 2001 - 2005
PowerOne Media 2000 - 2001
Corning Incorporated 1998 - 2000
Skills
Project Management, VMware, Windows Server, Active Directory, Virtualization, Vendor Management, System Administration, SharePoint, MS Project, Risk Management, Corporate Governance, Compliance, Cloud Computing, Project Planning, Agile Project Management, IT Strategy, Integration
Education
Nova Southeastern University 1996 — 1999
M.S.
State University of New York College at Purchase 1989 — 1992
B.A.
Suncoast Credit Union April 2013 - Present
AMG Funds 2007 - January 2013
Rocaton Investment Advisors 2005 - 2007
Lockheed Martin Corporation 2001 - 2005
PowerOne Media 2000 - 2001
Corning Incorporated 1998 - 2000
Skills
Project Management, VMware, Windows Server, Active Directory, Virtualization, Vendor Management, System Administration, SharePoint, MS Project, Risk Management, Corporate Governance, Compliance, Cloud Computing, Project Planning, Agile Project Management, IT Strategy, Integration
Education
Nova Southeastern University 1996 — 1999
M.S.
State University of New York College at Purchase 1989 — 1992
B.A.
Raymond F. Conlon, CFP® AIF® Raymond F. Conlon, CFP® AIF®'s AMG Funds Experience January 1997 - June 1998
Job Edelman Direct Advisor at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services January 2015 - Present
Merrill Edge April 2013 - April 2014
Boston University - Metropolitan College January 2012 - March 2013
Citi September 2010 - December 2012
LPL Financial August 2008 - August 2009
Cetera Financial Group October 2005 - September 2008
Wells Fargo April 2007 - August 2008
Natixis Global Asset Management June 1998 - August 2003
AMG Funds January 1997 - June 1998
First Foundation Inc. July 1994 - December 1996
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7
Education
Fairfield University 1972 — 1976
BS, Finance, General, 3.5
Montclair High School, Montclair NJ 1968 — 1972
High School, Pre-College, Straight A's............
Edelman Financial Services January 2015 - Present
Merrill Edge April 2013 - April 2014
Boston University - Metropolitan College January 2012 - March 2013
Citi September 2010 - December 2012
LPL Financial August 2008 - August 2009
Cetera Financial Group October 2005 - September 2008
Wells Fargo April 2007 - August 2008
Natixis Global Asset Management June 1998 - August 2003
AMG Funds January 1997 - June 1998
First Foundation Inc. July 1994 - December 1996
Skills
Investments, Mutual Funds, Retirement, Retirement Planning, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Advisory, Investment Strategies, Fixed Annuities, Finance, Banking, Investment Advisory, Sales, Portfolio Management, Asset Managment, Separately Managed..., Financial Analysis, Life Insurance, Securities, Insurance, Variable Annuities, Investment Properties, Financial Risk, Due Diligence, Business Development, Loans, Salesforce.com, Term Life Insurance, Mortgage Lending, FINRA, Variable Life, Fixed Income Strategies, Home Equity Loans, Marketing Management, Financial Reporting, Disability Insurance, Financial Accounting, General Insurance, Series 7
Education
Fairfield University 1972 — 1976
BS, Finance, General, 3.5
Montclair High School, Montclair NJ 1968 — 1972
High School, Pre-College, Straight A's............
Gregory Guerin, CFA's AMG Funds Experience April 2014 - Present
Job Financial Analyst at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2014 - Present
BlackRock, Inc July 2010 - April 2014
Armadillo Trading Company September 2009 - August 2010
ACE USA April 2009 - September 2009
BlackRock, Inc April 2008 - September 2008
Skills
Microsoft Office, Bloomberg, Finance, Fund Administration, Account Reconciliation, Fund Accounting, Mutual Funds, Financial Reporting, Accounting, Auditing, Asset Management, Tax, Financial Analysis, Securities, Equities, Fixed Income, Financial Modeling, Investments, Financial Services
Education
Drexel University 2007 — 2010
Bachelor of Science in Business Administration, Finance
AMG Funds April 2014 - Present
BlackRock, Inc July 2010 - April 2014
Armadillo Trading Company September 2009 - August 2010
ACE USA April 2009 - September 2009
BlackRock, Inc April 2008 - September 2008
Skills
Microsoft Office, Bloomberg, Finance, Fund Administration, Account Reconciliation, Fund Accounting, Mutual Funds, Financial Reporting, Accounting, Auditing, Asset Management, Tax, Financial Analysis, Securities, Equities, Fixed Income, Financial Modeling, Investments, Financial Services
Education
Drexel University 2007 — 2010
Bachelor of Science in Business Administration, Finance
Laura Vichick Laura Vichick's AMG Funds Experience May 2012 - October 2014
Job Digital Marketing Specialist at William Blair
Industry Marketing and Advertising
Experience
AMG Funds May 2012 - October 2014
Smithsonian Enterprises August 2006 - November 2010
Rampart Investment Management December 2004 - August 2006
Skills
Digital Strategy, Direct Mail, Direct Marketing, Email Marketing, Graphic Design, Illustrator
Education
University of Westminster 2011 — 2012
Master of Arts
New York University 2007 — 2008
Boston College 2000 — 2004
Bachelor of Arts
Benet Academy 1996 — 2000
HS Diploma
AMG Funds May 2012 - October 2014
Smithsonian Enterprises August 2006 - November 2010
Rampart Investment Management December 2004 - August 2006
Skills
Digital Strategy, Direct Mail, Direct Marketing, Email Marketing, Graphic Design, Illustrator
Education
University of Westminster 2011 — 2012
Master of Arts
New York University 2007 — 2008
Boston College 2000 — 2004
Bachelor of Arts
Benet Academy 1996 — 2000
HS Diploma
Ricardo del Cid, AIF® ★'s AMG Funds Experience January 2015 - August 2015
Job Regional Sales Consultant at JOHCM Funds
Industry Financial Services
Experience
JOHCM Funds August 2015 - Present
AMG Funds January 2015 - August 2015
AMG Funds December 2013 - January 2015
SEI May 2012 - November 2013
SEI October 2010 - May 2012
Bloomberg May 2010 - October 2010
Office of the Public Guardian, State of NJ October 2008 - October 2009
Skills
Financial Reporting, Customer Service, Financial Modeling, Mutual Funds, Investments, Bloomberg Terminal, Fixed Income, Strategic Planning, Trust 3000, Portfolio Management, Asset Management, Sales, Manage Client..., Market Research, Auditing, Leadership, Relationship Management, Asset Allocation, Wealth Management, Business Development, Financial Services, Alternative Investments, Investment Strategies, Account Management
Education
Rider University 2009 — 2015
Master of Business Administration, Finance & Marketing
Stockton University 2007 — 2008
Bachelor of Science, International Business
University of South Carolina-Columbia
JOHCM Funds August 2015 - Present
AMG Funds January 2015 - August 2015
AMG Funds December 2013 - January 2015
SEI May 2012 - November 2013
SEI October 2010 - May 2012
Bloomberg May 2010 - October 2010
Office of the Public Guardian, State of NJ October 2008 - October 2009
Skills
Financial Reporting, Customer Service, Financial Modeling, Mutual Funds, Investments, Bloomberg Terminal, Fixed Income, Strategic Planning, Trust 3000, Portfolio Management, Asset Management, Sales, Manage Client..., Market Research, Auditing, Leadership, Relationship Management, Asset Allocation, Wealth Management, Business Development, Financial Services, Alternative Investments, Investment Strategies, Account Management
Education
Rider University 2009 — 2015
Master of Business Administration, Finance & Marketing
Stockton University 2007 — 2008
Bachelor of Science, International Business
University of South Carolina-Columbia
Lauren Kalriess Lauren Kalriess's AMG Funds Experience January 2015 - Present
Job Senior Associate at AMG Funds
Industry Law Practice
Experience
AMG Funds January 2015 - Present
AMG Funds February 2012 - December 2014
Shaun Martin, Professor of Law August 2010 - December 2010
Federal Defenders August 2009 - November 2009
Orange County Office of the District Attorney May 2009 - August 2009
Roy L. Brooks, Warren Distinguished Professor of Law May 2008 - August 2008
Legg Mason Global Asset Management November 2006 - July 2007
Skills
Legal Research, Trials, Appeals, Hearings, Motions, Pleadings, Civil Rights, Research, Prosecution, Marketing, Training
Education
University of San Diego School of Law 2007 — 2010
Juris Doctor, Law
Emerson College 1999 — 2003
Bachelor of Fine Arts, Writing, Literature and Publishing
AMG Funds January 2015 - Present
AMG Funds February 2012 - December 2014
Shaun Martin, Professor of Law August 2010 - December 2010
Federal Defenders August 2009 - November 2009
Orange County Office of the District Attorney May 2009 - August 2009
Roy L. Brooks, Warren Distinguished Professor of Law May 2008 - August 2008
Legg Mason Global Asset Management November 2006 - July 2007
Skills
Legal Research, Trials, Appeals, Hearings, Motions, Pleadings, Civil Rights, Research, Prosecution, Marketing, Training
Education
University of San Diego School of Law 2007 — 2010
Juris Doctor, Law
Emerson College 1999 — 2003
Bachelor of Fine Arts, Writing, Literature and Publishing
Laura Lavallee (Sharpless)'s AMG Funds Experience 2007 - Present
Job VP, Key Accounts Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds 2007 - Present
Constellation Funds Group March 2004 - March 2006
Turner Investments, L.P. April 2002 - March 2004
Brandywine Global Investment Management August 2000 - April 2002
Skills
Investments, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Relationship Management, Series 63, Equities, Account Management, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Securities, Investment Strategies, Sales, Competitive Analysis, Series 6, Series 65
Education
Barton College 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
AMG Funds 2007 - Present
Constellation Funds Group March 2004 - March 2006
Turner Investments, L.P. April 2002 - March 2004
Brandywine Global Investment Management August 2000 - April 2002
Skills
Investments, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Relationship Management, Series 63, Equities, Account Management, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Fixed Income, Alternative Investments, Securities, Investment Strategies, Sales, Competitive Analysis, Series 6, Series 65
Education
Barton College 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
John Angliss's AMG Funds Experience September 2007 - October 2009
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management July 2012 - January 2014
Goldman Sachs October 2009 - July 2012
AMG Funds September 2007 - October 2009
NCC Media March 2006 - September 2007
Skills
Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income, Private Equity, Financial Advisory, Strategy, Institutional..., Business Development, Separately Managed...
Education
The University of Chicago Booth School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Economics
Peking University 2012 — 2012
Beijing, China, Doing Business in China Program
Colgate University 2001 — 2005
Bachelor's degree, Philosophy
St Andrews University 2003 — 2004
Philosophy coursework
J.P. Morgan Asset Management February 2014 - Present
J.P. Morgan Asset Management July 2012 - January 2014
Goldman Sachs October 2009 - July 2012
AMG Funds September 2007 - October 2009
NCC Media March 2006 - September 2007
Skills
Hedge Funds, Investments, Investment Management, Mutual Funds, Fixed Income, Private Equity, Financial Advisory, Strategy, Institutional..., Business Development, Separately Managed...
Education
The University of Chicago Booth School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance, Economics
Peking University 2012 — 2012
Beijing, China, Doing Business in China Program
Colgate University 2001 — 2005
Bachelor's degree, Philosophy
St Andrews University 2003 — 2004
Philosophy coursework
Jeff Cerutti Jeff Cerutti's AMG Funds Experience April 2014 - Present
Job CEO AMG Funds
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Virtus Investment Partners June 2011 - April 2014
Virtus Investment Partners June 2010 - April 2014
UBS Global Asset Management June 2001 - May 2010
Phoenix Investment Partners 1995 - 2001
AIG Royal Alliance 1993 - 1995
Gabelli Asset Management 1990 - 1993
Education
Skidmore College 1986 — 1990
Fordham prep
AMG Funds April 2014 - Present
Virtus Investment Partners June 2011 - April 2014
Virtus Investment Partners June 2010 - April 2014
UBS Global Asset Management June 2001 - May 2010
Phoenix Investment Partners 1995 - 2001
AIG Royal Alliance 1993 - 1995
Gabelli Asset Management 1990 - 1993
Education
Skidmore College 1986 — 1990
Fordham prep
Nicole Waddell Nicole Waddell's AMG Funds Experience January 2015 - Present
Job Senior Associate, Marketing Production at AMG Funds
Industry Marketing and Advertising
Experience
AMG Funds January 2015 - Present
Time Inc. August 2014 - January 2015
Time Inc. May 2013 - July 2014
MediaVest January 2012 - May 2013
MediaVest January 2011 - January 2012
IQPC (International Quality and Productivity Center) September 2009 - February 2011
Academic Resource Center October 2006 - July 2009
Bergstein & Ullrich, LLP June 2008 - August 2008
Gardiner Library June 2008 - August 2008
Skills
Social Media Marketing, Digital Media, Digital Marketing, Digital Strategy, Press Releases, Marketing, Strategic Communications, Online Advertising, Online Marketing, Management
Education
Muhlenberg College 2005 — 2009
BA, Business Administration-Marketing
Florence University of the Arts 2008 — 2008
Semester Abroad
AMG Funds January 2015 - Present
Time Inc. August 2014 - January 2015
Time Inc. May 2013 - July 2014
MediaVest January 2012 - May 2013
MediaVest January 2011 - January 2012
IQPC (International Quality and Productivity Center) September 2009 - February 2011
Academic Resource Center October 2006 - July 2009
Bergstein & Ullrich, LLP June 2008 - August 2008
Gardiner Library June 2008 - August 2008
Skills
Social Media Marketing, Digital Media, Digital Marketing, Digital Strategy, Press Releases, Marketing, Strategic Communications, Online Advertising, Online Marketing, Management
Education
Muhlenberg College 2005 — 2009
BA, Business Administration-Marketing
Florence University of the Arts 2008 — 2008
Semester Abroad
Lynn Brens's AMG Funds Experience September 2007 - April 2012
Job Marketing at William Blair & Company
Industry Investment Management
Experience
William Blair & Company September 2012 - Present
PR Newswire April 2012 - September 2012
AMG Funds September 2007 - April 2012
AMG Funds September 2007 - January 2010
RR Donnelley April 1999 - September 2007
CDW July 1996 - September 1998
Skills
Email Marketing, Salesforce.com, Microsoft Excel, Series 24, Series 63, Series 7, Series 6, FINRA knowledge, SEC filings, Writing, Editing, Creating Strategic..., Direct Mail Campaigns, Print Production, Special Events..., Miller Heiman Alumni, Miller-Heiman Strategic..., Website Updating, Advertising, Event Management, CRM, Sales, PowerPoint, Strategy
Education
Northern Illinois University 1992 — 1996
BA, Communications, English
William Blair & Company September 2012 - Present
PR Newswire April 2012 - September 2012
AMG Funds September 2007 - April 2012
AMG Funds September 2007 - January 2010
RR Donnelley April 1999 - September 2007
CDW July 1996 - September 1998
Skills
Email Marketing, Salesforce.com, Microsoft Excel, Series 24, Series 63, Series 7, Series 6, FINRA knowledge, SEC filings, Writing, Editing, Creating Strategic..., Direct Mail Campaigns, Print Production, Special Events..., Miller Heiman Alumni, Miller-Heiman Strategic..., Website Updating, Advertising, Event Management, CRM, Sales, PowerPoint, Strategy
Education
Northern Illinois University 1992 — 1996
BA, Communications, English
Brian T. King, CFA's AMG Funds Experience January 2010 - Present
Job Senior Vice President AMG Funds
Industry Financial Services
Experience
AMG Funds January 2010 - Present
Gannett, Welsh & Kotler June 2003 - January 2010
Eaton Vance February 1997 - June 2003
Education
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Daniel Hand High School 1988 — 1992
AMG Funds January 2010 - Present
Gannett, Welsh & Kotler June 2003 - January 2010
Eaton Vance February 1997 - June 2003
Education
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Daniel Hand High School 1988 — 1992
Josh Thek's AMG Funds Experience October 2007 - Present
Job Senior Network Administrator at AMG Funds
Industry Information Technology and Services
Experience
AMG Funds October 2007 - Present
Stradley Ronon 2006 - 2007
Babyland Family Services January 2001 - March 2006
FiservSecurities Inc 1998 - 2000
Education
University of Phoenix 2002 — 2007
MBA, Science and Information Technology
AMG Funds October 2007 - Present
Stradley Ronon 2006 - 2007
Babyland Family Services January 2001 - March 2006
FiservSecurities Inc 1998 - 2000
Education
University of Phoenix 2002 — 2007
MBA, Science and Information Technology
Jeffrey Jennes's AMG Funds Experience December 2014 - Present
Job VP/Senior Compliance Officer at AMG Funds
Industry Financial Services
Experience
AMG Funds December 2014 - Present
The Hartford/Hartford Investment Management Company 2008 - December 2014
Legg Mason 2005 - 2008
Citigroup Asset Management 2004 - 2005
American Skandia/Prudential Financial 2000 - 2003
Kelley Drye & Warren LLP 1990 - 1995
Skills
FINRA, AML, Mutual Funds, Financial Services, SEC, Securities, Variable Annuities, Series 7, Series 24, Alternative Investments, Hedge Funds, Series 63, Trading, Investments, Asset Management, Equities
Education
University of Pennsylvania Law School 1987 — 1990
Doctor of Law (JD)
Lafayette College 1983 — 1990
BA, History
AMG Funds December 2014 - Present
The Hartford/Hartford Investment Management Company 2008 - December 2014
Legg Mason 2005 - 2008
Citigroup Asset Management 2004 - 2005
American Skandia/Prudential Financial 2000 - 2003
Kelley Drye & Warren LLP 1990 - 1995
Skills
FINRA, AML, Mutual Funds, Financial Services, SEC, Securities, Variable Annuities, Series 7, Series 24, Alternative Investments, Hedge Funds, Series 63, Trading, Investments, Asset Management, Equities
Education
University of Pennsylvania Law School 1987 — 1990
Doctor of Law (JD)
Lafayette College 1983 — 1990
BA, History
Tina DiIenno's AMG Funds Experience December 2005 - Present
Job Trader at AMG Funds
Industry Financial Services
Experience
AMG Funds December 2005 - Present
Education
Drexel University - LeBow College of Business 1999 — 2004
AMG Funds December 2005 - Present
Education
Drexel University - LeBow College of Business 1999 — 2004
Angela Cappelluti's AMG Funds Experience May 2011 - Present
Job Associate Subadvisory Services at AMG Funds
Industry Investment Management
Experience
AMG Funds May 2011 - Present
American Intercontinental University Online April 2007 - December 2010
Option One Mortgage March 2004 - March 2006
Arden B July 2002 - March 2004
Coldwell Banker Residential Brokerage June 2001 - August 2001
Skills
Sales, Sales Operations, Marketing, Outlook, Customer Satisfaction
Education
DePaul University 2000 — 2003
Bachelor of Fine Arts, Communication
AMG Funds May 2011 - Present
American Intercontinental University Online April 2007 - December 2010
Option One Mortgage March 2004 - March 2006
Arden B July 2002 - March 2004
Coldwell Banker Residential Brokerage June 2001 - August 2001
Skills
Sales, Sales Operations, Marketing, Outlook, Customer Satisfaction
Education
DePaul University 2000 — 2003
Bachelor of Fine Arts, Communication
Kate Goleba's AMG Funds Experience January 2007 - Present
Job Vice President, Client Services Manager
Industry Financial Services
Experience
AMG Funds January 2007 - Present
Edward Jones Investments May 1999 - December 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Asset Allocation, Investment Strategies, Separately Managed..., Equities, Series 63, Series 65, Series 24, Uniform Combined State..., Investment Advisory, Wealth Management, Series 6, Retirement Planning, Alternative Investments, Asset Management, Fixed Income
Education
DePaul University 1997 — 2001
BS, Finance
AMG Funds January 2007 - Present
Edward Jones Investments May 1999 - December 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Asset Allocation, Investment Strategies, Separately Managed..., Equities, Series 63, Series 65, Series 24, Uniform Combined State..., Investment Advisory, Wealth Management, Series 6, Retirement Planning, Alternative Investments, Asset Management, Fixed Income
Education
DePaul University 1997 — 2001
BS, Finance
Jon Kraus's AMG Funds Experience July 2010 - Present
Job Assistant Vice President at AMG Funds
Industry Investment Management
Experience
AMG Funds July 2010 - Present
AMG Funds April 2005 - July 2010
Rorer Asset Management January 2001 - April 2005
Skills
Investments, Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Managment, Equities, Data Analysis, Asset Allocation, Investment Strategies
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Economics
AMG Funds July 2010 - Present
AMG Funds April 2005 - July 2010
Rorer Asset Management January 2001 - April 2005
Skills
Investments, Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Managment, Equities, Data Analysis, Asset Allocation, Investment Strategies
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Economics
David Vrobel's AMG Funds Experience March 2002 - Present
Job Applications Development at AMG Funds
Industry Financial Services
Experience
AMG Funds March 2002 - Present
CB Technologies April 1999 - November 2001
Skills
Software Development, Leadership, Vendor Management, SharePoint, Mutual Funds, Financial Services, Process Improvement, Equities, Business Intelligence, .NET, Microsoft SQL Server, SQL, Project Management, Data Analysis, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 1999
Certificate, Client Server and Web Development
Drexel University 1981 — 1986
BS, Electrical Engineering
AMG Funds March 2002 - Present
CB Technologies April 1999 - November 2001
Skills
Software Development, Leadership, Vendor Management, SharePoint, Mutual Funds, Financial Services, Process Improvement, Equities, Business Intelligence, .NET, Microsoft SQL Server, SQL, Project Management, Data Analysis, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 1999
Certificate, Client Server and Web Development
Drexel University 1981 — 1986
BS, Electrical Engineering
Brandon Grier's AMG Funds Experience October 2014 - Present
Job Regional Sales Director at AMG Funds
Industry Financial Services
Experience
AMG Funds October 2014 - Present
American Century Investments March 2007 - October 2014
Wells Fargo Advantage Funds August 2002 - March 2007
Bank of America - Nations Funds June 1999 - August 2002
Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies, Retirement Planning
Education
North Carolina State University 1994 — 1999
Bachelor of Applied Science
Charlotte Latin School
AMG Funds October 2014 - Present
American Century Investments March 2007 - October 2014
Wells Fargo Advantage Funds August 2002 - March 2007
Bank of America - Nations Funds June 1999 - August 2002
Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies, Retirement Planning
Education
North Carolina State University 1994 — 1999
Bachelor of Applied Science
Charlotte Latin School
Lance Wordelmann's AMG Funds Experience September 2010 - October 2014
Job Chief Operating Officer Head of Business Development
Industry Investment Management
Experience
Metric Advisors April 2015 - Present
AMG Funds September 2010 - October 2014
Palmetto Advisory Group April 2010 - September 2010
Natixis August 2003 - December 2009
MFS Investment Management August 2000 - August 2003
Putnam Investments May 1996 - August 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, ETFs, Investment Strategies, Investments, Asset Managment
Education
Northeastern University 1994 — 1999
Finance & Economics
Essex Jct High School 1990 — 1994
Diploma, Gen Education
Metric Advisors April 2015 - Present
AMG Funds September 2010 - October 2014
Palmetto Advisory Group April 2010 - September 2010
Natixis August 2003 - December 2009
MFS Investment Management August 2000 - August 2003
Putnam Investments May 1996 - August 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, ETFs, Investment Strategies, Investments, Asset Managment
Education
Northeastern University 1994 — 1999
Finance & Economics
Essex Jct High School 1990 — 1994
Diploma, Gen Education
Martin Lidaka's AMG Funds Experience April 2007 - Present
Job Vice PresidentMarketing at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2007 - Present
Ennis Knupp & Associates (Now Aon Hewitt Investment Consulting) 1997 - 2007
Oak Bank 1990 - 1996
Skills
Marketing Strategy, Budgets, Relationship Management, Contract Negotiation, Team Management, Procurement, Business Continuity..., Operational Strategy, Asset Managment, Mutual Funds, Investments, Marketing, Due Diligence, Marketing Communications, Financial Services, Strategic Planning, Business Development, Direct Marketing, Management, Account Management
Education
Roosevelt University
BPS, Organizational Leadership
Columbia College Chicago
Television and Film Sciences
AMG Funds April 2007 - Present
Ennis Knupp & Associates (Now Aon Hewitt Investment Consulting) 1997 - 2007
Oak Bank 1990 - 1996
Skills
Marketing Strategy, Budgets, Relationship Management, Contract Negotiation, Team Management, Procurement, Business Continuity..., Operational Strategy, Asset Managment, Mutual Funds, Investments, Marketing, Due Diligence, Marketing Communications, Financial Services, Strategic Planning, Business Development, Direct Marketing, Management, Account Management
Education
Roosevelt University
BPS, Organizational Leadership
Columbia College Chicago
Television and Film Sciences
Katharine Edmunds's AMG Funds Experience September 2007 - February 2015
Job Assistant at BP Capital Fund Advisors
Industry Investment Management
Experience
BP Capital Fund Advisors March 2015 - Present
AMG Funds September 2007 - February 2015
Right Management (Florida / Caribbean Region) August 2005 - August 2007
Right Management September 2001 - August 2005
Jamaica Tourist Board September 1999 - August 2001
Skills
Event Planning, Travel Arrangements, Time Management, Teamwork, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Event Management, Microsoft Office, Administrative..., Customer Service, Project Management, Spreadsheets, Leadership, Project Planning, Organizational...
Education
Drexel University 2008 — 2010
Bachelor of Science
University of Technology 1996 — 1999
BP Capital Fund Advisors March 2015 - Present
AMG Funds September 2007 - February 2015
Right Management (Florida / Caribbean Region) August 2005 - August 2007
Right Management September 2001 - August 2005
Jamaica Tourist Board September 1999 - August 2001
Skills
Event Planning, Travel Arrangements, Time Management, Teamwork, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Event Management, Microsoft Office, Administrative..., Customer Service, Project Management, Spreadsheets, Leadership, Project Planning, Organizational...
Education
Drexel University 2008 — 2010
Bachelor of Science
University of Technology 1996 — 1999
Joseph Favano's AMG Funds Experience 2007 - 2012
Job Senior Financial Management Administrator / Relentless DetailOriented Researcher
Industry Financial Services
Experience
American Cancer Society 2013 - 2015
The Courage to Speak® Foundation 2013 - 2014
AMG Funds 2007 - 2012
Theatre Projects Consultants 1990 - 2006
Skills
Microsoft Excel, Budgets, Public Speaking, Microsoft Word, Microsoft Office, Financial Analysis, Financial Services, Finance, Fundraising, Deltek Vision..., Community Outreach, Nonprofits, Customer Service
Education
Platform to Employment (P2E)
The University of Bridgeport
Master of Business Administration (M.B.A.)
The University of Connecticut
Bachelor of Arts (B.A.)
American Cancer Society 2013 - 2015
The Courage to Speak® Foundation 2013 - 2014
AMG Funds 2007 - 2012
Theatre Projects Consultants 1990 - 2006
Skills
Microsoft Excel, Budgets, Public Speaking, Microsoft Word, Microsoft Office, Financial Analysis, Financial Services, Finance, Fundraising, Deltek Vision..., Community Outreach, Nonprofits, Customer Service
Education
Platform to Employment (P2E)
The University of Bridgeport
Master of Business Administration (M.B.A.)
The University of Connecticut
Bachelor of Arts (B.A.)
David Portanova's AMG Funds Experience April 2015 - Present
Job Graphic Designer at AMG Funds
Industry Graphic Design
Experience
AMG Funds April 2015 - Present
Graystone Group Advertising December 2006 - April 2015
Blockbuster September 1999 - November 2006
Skills
Advertising, Adobe Creative Suite, Creative Direction, Photoshop, Graphic Design, Drawing, Typography, Posters, Illustration, Logo Design, Graphics, Layout, QuarkXPress, Brochures, Customer Service, Illustrator, InDesign
Education
University of Hartford 2001 — 2005
Bachelor of Fine Arts (BFA), Illustration
AMG Funds April 2015 - Present
Graystone Group Advertising December 2006 - April 2015
Blockbuster September 1999 - November 2006
Skills
Advertising, Adobe Creative Suite, Creative Direction, Photoshop, Graphic Design, Drawing, Typography, Posters, Illustration, Logo Design, Graphics, Layout, QuarkXPress, Brochures, Customer Service, Illustrator, InDesign
Education
University of Hartford 2001 — 2005
Bachelor of Fine Arts (BFA), Illustration
Joseph Dolhon's AMG Funds Experience March 2015 - Present
Job Internal Investment Consultant at AMG Funds
Industry Investment Management
Experience
AMG Funds March 2015 - Present
Morgan Stanley June 2008 - March 2015
Legg Mason May 2006 - June 2008
Morgan Stanley March 2005 - May 2006
Skills
Equities, Series 7, Investment Advisory, Analysis, Asset Allocation, Trading Systems, Electronic Trading, Mutual Funds, Series 63, Trading, Alternative Investments, Portfolio Management, Investment Strategies, Fixed Income, ETFs
Education
Quinnipiac University 2000 — 2004
AMG Funds March 2015 - Present
Morgan Stanley June 2008 - March 2015
Legg Mason May 2006 - June 2008
Morgan Stanley March 2005 - May 2006
Skills
Equities, Series 7, Investment Advisory, Analysis, Asset Allocation, Trading Systems, Electronic Trading, Mutual Funds, Series 63, Trading, Alternative Investments, Portfolio Management, Investment Strategies, Fixed Income, ETFs
Education
Quinnipiac University 2000 — 2004
Mary (Bernhard) Gordon's AMG Funds Experience July 2013 - Present
Job Vice President, Key Accounts Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds July 2013 - Present
Cohen & Steers September 2008 - June 2013
JPMorgan Chase January 2006 - August 2008
JPMorgan Chase March 2005 - January 2006
JPMorgan Chase June 2003 - March 2005
JPMorgan Chase March 2002 - June 2003
JPMorgan Chase May 2000 - March 2002
JPMorgan Chase October 1998 - May 2000
Education
The College of New Jersey 1994 — 1998
BS - Finance, Finance
AMG Funds July 2013 - Present
Cohen & Steers September 2008 - June 2013
JPMorgan Chase January 2006 - August 2008
JPMorgan Chase March 2005 - January 2006
JPMorgan Chase June 2003 - March 2005
JPMorgan Chase March 2002 - June 2003
JPMorgan Chase May 2000 - March 2002
JPMorgan Chase October 1998 - May 2000
Education
The College of New Jersey 1994 — 1998
BS - Finance, Finance
Mike Kaplan, CIMA®'s AMG Funds Experience May 2006 - July 2015
Job Vice President of Advisor Solutions at Newfound Research LLC
Industry Financial Services
Experience
Newfound Research LLC September 2015 - Present
AMG Funds May 2006 - July 2015
Lord Abbett June 2004 - April 2006
Skills
Series 7, CIMA, Series 66, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investments, Investment Strategies, Finance, Equities
Education
The College of New Jersey 2000 — 2004
Bachelor's Degree, Finance
Newfound Research LLC September 2015 - Present
AMG Funds May 2006 - July 2015
Lord Abbett June 2004 - April 2006
Skills
Series 7, CIMA, Series 66, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Investments, Investment Strategies, Finance, Equities
Education
The College of New Jersey 2000 — 2004
Bachelor's Degree, Finance
Manali Patel's AMG Funds Experience April 2015 - Present
Job Product Marketing Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
HFR Asset Management March 2013 - October 2014
UBS Investment Bank 2009 - 2011
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2005 - 2006
Skills
FX Options, Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Hedge Funds, Foreign Exchange, Relationship Management, Sales, Trading, Structured Products, Investment Banking, Financial Markets, Bloomberg, Equities, Alternative Investments, Emerging Markets, Financial Modeling
Education
London Business School 2011 — 2012
Masters in Finance, Quantitative Finance & Investments
New York University 2001 — 2005
Bachelor of Arts, Marketing, Journalism, Mathematics
AMG Funds April 2015 - Present
HFR Asset Management March 2013 - October 2014
UBS Investment Bank 2009 - 2011
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2005 - 2006
Skills
FX Options, Fixed Income, Capital Markets, Prime Brokerage, Derivatives, Hedge Funds, Foreign Exchange, Relationship Management, Sales, Trading, Structured Products, Investment Banking, Financial Markets, Bloomberg, Equities, Alternative Investments, Emerging Markets, Financial Modeling
Education
London Business School 2011 — 2012
Masters in Finance, Quantitative Finance & Investments
New York University 2001 — 2005
Bachelor of Arts, Marketing, Journalism, Mathematics
Brad Milavsky's AMG Funds Experience August 2010 - March 2012
Job Regional Manager at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management August 2015 - Present
Aberdeen Asset Management March 2012 - Present
AMG Funds August 2010 - March 2012
ING Investment Management May 2007 - August 2010
Skills
Series 7, Series 63, MBA, Investment Management, Asset Management, Asset Allocation, Relationship Management, Investment Strategies, Securities, Alternative Investments, Mutual Funds
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.), Fogelman College of Business & Economics
Millersville University of Pennsylvania 2003 — 2007
B.S., International Business/Trade/Commerce
Aberdeen Asset Management August 2015 - Present
Aberdeen Asset Management March 2012 - Present
AMG Funds August 2010 - March 2012
ING Investment Management May 2007 - August 2010
Skills
Series 7, Series 63, MBA, Investment Management, Asset Management, Asset Allocation, Relationship Management, Investment Strategies, Securities, Alternative Investments, Mutual Funds
Education
The University of Memphis 2011 — 2014
Master of Business Administration (M.B.A.), Fogelman College of Business & Economics
Millersville University of Pennsylvania 2003 — 2007
B.S., International Business/Trade/Commerce
Frank Kugler's AMG Funds Experience July 2011 - Present
Job Sr. Associate Quantitative & Investment Analyst at AMG Funds
Industry Financial Services
Experience
AMG Funds July 2011 - Present
SEI Investments February 2007 - July 2011
Skills
Series 7, Mutual Funds, Investments
Education
La Salle University 2008 — 2011
MBA, Finance
Shippensburg University of Pennsylvania 2002 — 2006
BSBA, Finance
AMG Funds July 2011 - Present
SEI Investments February 2007 - July 2011
Skills
Series 7, Mutual Funds, Investments
Education
La Salle University 2008 — 2011
MBA, Finance
Shippensburg University of Pennsylvania 2002 — 2006
BSBA, Finance
Sally Bennett's AMG Funds Experience April 2014 - Present
Job Mutual Funds
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Managers Investment Group May 1996 - April 2014
Skills
Mutual Funds, Series 63, Series 6, Financial Services
Education
Southern Connecticut State University 1990 — 1993
Bachelor's degree, Business/Corporate Communications
University of Connecticut 1988 — 1990
AMG Funds April 2014 - Present
Managers Investment Group May 1996 - April 2014
Skills
Mutual Funds, Series 63, Series 6, Financial Services
Education
Southern Connecticut State University 1990 — 1993
Bachelor's degree, Business/Corporate Communications
University of Connecticut 1988 — 1990
Chris Wert's AMG Funds Experience July 2004 - July 2014
Job Client Relations at CMG Capital Management Group, Inc.
Industry Financial Services
Experience
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
Whitney Stewart, CFA's AMG Funds Experience February 2013 - Present
Job Vice President, Portfolio Research at AMG Funds
Industry Financial Services
Experience
AMG Funds February 2013 - Present
Fisher Investments August 2010 - February 2013
Skills
Financial Modeling, Bloomberg, Equity Research, Equities, Asset Management, Alternative Investments, Investments, Fixed Income, Valuation, Mutual Funds, Financial Analysis, Hedge Funds, Portfolio Management, Investment Strategies, Private Equity
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
AMG Funds February 2013 - Present
Fisher Investments August 2010 - February 2013
Skills
Financial Modeling, Bloomberg, Equity Research, Equities, Asset Management, Alternative Investments, Investments, Fixed Income, Valuation, Mutual Funds, Financial Analysis, Hedge Funds, Portfolio Management, Investment Strategies, Private Equity
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
Hayden Fisher's AMG Funds Experience March 2015 - Present
Job Vice President, Regional Manager Broker Dealer at AMG Funds
Industry Investment Management
Experience
AMG Funds March 2015 - Present
Lord, Abbett & Co. LLC January 1997 - February 2015
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
AMG Funds March 2015 - Present
Lord, Abbett & Co. LLC January 1997 - February 2015
Education
University of Colorado at Boulder 1990 — 1994
Bachelor of Business Administration (BBA), Marketing
David Carlson, CFA's AMG Funds Experience January 2011 - Present
Job Senior Vice President, Head of Investment Solutions Research at AMG Funds
Industry Investment Management
Experience
AMG Funds January 2011 - Present
AMG Funds December 2009 - January 2011
AMG Funds November 2005 - December 2009
SEI Investments August 1999 - November 2005
The Vanguard Group June 1993 - August 1999
Skills
Portfolio Management, Investments, Mutual Funds, Investment Strategies, Series 63, Due Diligence, Asset Allocation, Asset Management, Emerging Markets, Global Asset Allocation, Risk Management, Portfolio Optimization, Series 6, CFA, Alternative Investments, Equities
Education
Saint Joseph's University 1996 — 2001
MBA, Finance
West Chester University of Pennsylvania 1988 — 1991
BS, Marketing
AMG Funds January 2011 - Present
AMG Funds December 2009 - January 2011
AMG Funds November 2005 - December 2009
SEI Investments August 1999 - November 2005
The Vanguard Group June 1993 - August 1999
Skills
Portfolio Management, Investments, Mutual Funds, Investment Strategies, Series 63, Due Diligence, Asset Allocation, Asset Management, Emerging Markets, Global Asset Allocation, Risk Management, Portfolio Optimization, Series 6, CFA, Alternative Investments, Equities
Education
Saint Joseph's University 1996 — 2001
MBA, Finance
West Chester University of Pennsylvania 1988 — 1991
BS, Marketing
Mark Linnecke's AMG Funds Experience 2012 - 2013
Job Vice President, Financial Institutions Group at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2013 - Present
AMG Funds 2012 - 2013
Janus Capital Group 2007 - 2011
Neuberger Berman 2006 - 2007
Skills
Series 7, Series 66
Education
University of California, Los Angeles
BA, Political Science and History
Neuberger Berman 2013 - Present
AMG Funds 2012 - 2013
Janus Capital Group 2007 - 2011
Neuberger Berman 2006 - 2007
Skills
Series 7, Series 66
Education
University of California, Los Angeles
BA, Political Science and History
Becky Mock's AMG Funds Experience January 2014 - November 2014
Job Project Manager
Industry Performing Arts
Experience
AMG Funds January 2014 - November 2014
Chicago Commercial Collective April 2012 - May 2014
Independent Performance Arts Manager November 2008 - April 2014
The Navigators Group, Inc. December 2012 - July 2013
Steppenwolf Theatre Company August 2008 - February 2012
Emerald CIty Theatre Company November 2008 - August 2009
Skills
Musical Theatre, Budgets, Theatre, Stage Management, Payroll, Microsoft Office, Management, Performing Arts, Stage, Acting, Arts Administration, Plays, Set Design, Drama, Directing, Theatrical Production, Live Events, Comedy, Improvisation, Festivals, Film, Entertainment, Production Managment
Education
Columbia College Chicago 2007 — 2008
Bachelor of Arts, Arts, Entertainment, & Media Management
Cottey College 2005 — 2007
Associates of Arts and Science
Cottey College 2005 — 2007
Associates in Arts and Science
AMG Funds January 2014 - November 2014
Chicago Commercial Collective April 2012 - May 2014
Independent Performance Arts Manager November 2008 - April 2014
The Navigators Group, Inc. December 2012 - July 2013
Steppenwolf Theatre Company August 2008 - February 2012
Emerald CIty Theatre Company November 2008 - August 2009
Skills
Musical Theatre, Budgets, Theatre, Stage Management, Payroll, Microsoft Office, Management, Performing Arts, Stage, Acting, Arts Administration, Plays, Set Design, Drama, Directing, Theatrical Production, Live Events, Comedy, Improvisation, Festivals, Film, Entertainment, Production Managment
Education
Columbia College Chicago 2007 — 2008
Bachelor of Arts, Arts, Entertainment, & Media Management
Cottey College 2005 — 2007
Associates of Arts and Science
Cottey College 2005 — 2007
Associates in Arts and Science
Don Rumery's AMG Funds Experience December 1994 - Present
Job Treasurer/CFO of AMG Funds
Industry Financial Services
Experience
AMG Funds December 1994 - Present
The Managers Funds December 1994 - April 2014
Signature Financial Group 1990 - 1994
Putnam Investments August 1980 - February 1990
Skills
Mutual Funds, Investments, Asset Management, Fund Accounting, Hedge Funds, Separately Managed..., Securities, Series 7, Portfolio Management, Alternative Investments, Equities, Asset Managment, Financial Services, Financial Analysis, Investment Management, ETFs, Asset Allocation, Fixed Income
Education
The University of Connecticut 1976 — 1980
BS, Accounting
AMG Funds December 1994 - Present
The Managers Funds December 1994 - April 2014
Signature Financial Group 1990 - 1994
Putnam Investments August 1980 - February 1990
Skills
Mutual Funds, Investments, Asset Management, Fund Accounting, Hedge Funds, Separately Managed..., Securities, Series 7, Portfolio Management, Alternative Investments, Equities, Asset Managment, Financial Services, Financial Analysis, Investment Management, ETFs, Asset Allocation, Fixed Income
Education
The University of Connecticut 1976 — 1980
BS, Accounting
James E. Cino's AMG Funds Experience September 2000 - February 2015
Job Vice President Investment Company Services at Command Financial
Industry Financial Services
Experience
Command Financial August 2015 - Present
AMG Funds September 2000 - February 2015
Cinop Inc. January 1998 - September 2000
American Data Services April 1994 - January 1998
Skills
Mutual Funds, Asset Managment, Alternative Investments, Fixed Income, Equities, Series 7, Investments, Series 63, Investment Management, Securities, Bloomberg, Due Diligence, Financial Analysis, ETFs, Asset Allocation, Asset Management
Education
Dowling College 1987 — 1988
BBA, Accounting
Command Financial August 2015 - Present
AMG Funds September 2000 - February 2015
Cinop Inc. January 1998 - September 2000
American Data Services April 1994 - January 1998
Skills
Mutual Funds, Asset Managment, Alternative Investments, Fixed Income, Equities, Series 7, Investments, Series 63, Investment Management, Securities, Bloomberg, Due Diligence, Financial Analysis, ETFs, Asset Allocation, Asset Management
Education
Dowling College 1987 — 1988
BBA, Accounting
Jamie Bebrin's AMG Funds Experience April 2012 - December 2014
Job Associate Director – Senior Fund Administrator, Fund Treasury at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management April 2015 - Present
AMG Funds April 2012 - December 2014
AMG Funds July 2009 - April 2012
AMG Funds June 2007 - June 2009
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Investments, Financial Services, Securities, Portfolio Management
Education
Bentley University 2003 — 2007
Bachelor, Corporate Finance and Accounting
UBS Global Asset Management April 2015 - Present
AMG Funds April 2012 - December 2014
AMG Funds July 2009 - April 2012
AMG Funds June 2007 - June 2009
Skills
Mutual Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Investments, Financial Services, Securities, Portfolio Management
Education
Bentley University 2003 — 2007
Bachelor, Corporate Finance and Accounting
Theresa Harris's AMG Funds Experience January 2014 - June 2015
Job Marketing at William Blair & Company
Industry Financial Services
Experience
William Blair & Company June 2015 - Present
AMG Funds January 2014 - June 2015
AMG Funds January 2012 - December 2013
AMG Funds July 2010 - December 2011
Calamos Investments February 2010 - July 2010
Calamos Investments May 2008 - February 2010
Calamos Real Estate May 2007 - May 2008
Skills
Alternative Investments, Investment Strategies, Investment Management, Securities, Marketing, Separately Managed..., Asset Management, Mutual Funds, Asset Managment, Strategic Planning, Equities, Wealth Management, Fixed Income, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Marketing Material..., Writing, Multi-media Marketing..., Print Production, Proofreading, Project Management, Webinars, Investments, Asset Allocation
Education
Northern Illinois University 2004 — 2008
Bachelor of Science, Marketing
William Blair & Company June 2015 - Present
AMG Funds January 2014 - June 2015
AMG Funds January 2012 - December 2013
AMG Funds July 2010 - December 2011
Calamos Investments February 2010 - July 2010
Calamos Investments May 2008 - February 2010
Calamos Real Estate May 2007 - May 2008
Skills
Alternative Investments, Investment Strategies, Investment Management, Securities, Marketing, Separately Managed..., Asset Management, Mutual Funds, Asset Managment, Strategic Planning, Equities, Wealth Management, Fixed Income, Marketing Strategy, Marketing Communications, Social Media Marketing, Integrated Marketing, Marketing Material..., Writing, Multi-media Marketing..., Print Production, Proofreading, Project Management, Webinars, Investments, Asset Allocation
Education
Northern Illinois University 2004 — 2008
Bachelor of Science, Marketing
Shira Goldman's AMG Funds Experience April 2015 - Present
Job Vice President, Product Marketing Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
Coller Capital June 2013 - March 2015
Legg Mason October 2012 - June 2013
Franklin Templeton Investments March 2007 - October 2012
Alpine Funds May 2004 - February 2007
Allard Investments LLC August 2001 - April 2004
Skills
Marketing Strategy, Real Estate, Direct Marketing, Corporate Communications, Marketing Communications, Project Management, New Business Development, Public Relations, Account Management, Marketing, Product Marketing, Strategy, Event Planning, Product Management, Management, Strategic Planning, Business Development, Equities
Education
Columbia University in the City of New York
BA, English Literature
West Virginia University
MS, Integrated Marketing Communications
AMG Funds April 2015 - Present
Coller Capital June 2013 - March 2015
Legg Mason October 2012 - June 2013
Franklin Templeton Investments March 2007 - October 2012
Alpine Funds May 2004 - February 2007
Allard Investments LLC August 2001 - April 2004
Skills
Marketing Strategy, Real Estate, Direct Marketing, Corporate Communications, Marketing Communications, Project Management, New Business Development, Public Relations, Account Management, Marketing, Product Marketing, Strategy, Event Planning, Product Management, Management, Strategic Planning, Business Development, Equities
Education
Columbia University in the City of New York
BA, English Literature
West Virginia University
MS, Integrated Marketing Communications
Craig Conklin's AMG Funds Experience May 2014 - March 2015
Job Web and Graphic Design
Industry Design
Experience
Craig Conklin Design January 2011 - Present
AMG Funds May 2014 - March 2015
Sedona Technologies September 2008 - October 2013
Sara Lee December 2008 - August 2009
Chicago Board of Trade October 2007 - September 2008
Chicago Board of Trade September 1995 - October 2007
Skills
Hardware, Technical Support, Laptops, Troubleshooting, Networking, Help Desk Support, Printers, Blackberry, Desktop Computers, Workstations
Education
Joliet Junior College - Web Development Studies 2010 — 2014
Associate of Arts and Sciences (A.A.S.), Web Development and Administration
Joliet Junior College 2010 — 2012
AS, Web Developer
Craig Conklin Design January 2011 - Present
AMG Funds May 2014 - March 2015
Sedona Technologies September 2008 - October 2013
Sara Lee December 2008 - August 2009
Chicago Board of Trade October 2007 - September 2008
Chicago Board of Trade September 1995 - October 2007
Skills
Hardware, Technical Support, Laptops, Troubleshooting, Networking, Help Desk Support, Printers, Blackberry, Desktop Computers, Workstations
Education
Joliet Junior College - Web Development Studies 2010 — 2014
Associate of Arts and Sciences (A.A.S.), Web Development and Administration
Joliet Junior College 2010 — 2012
AS, Web Developer
Elena Rose's AMG Funds Experience January 2001 - July 2014
Job Operations Specialist
Industry Financial Services
Experience
Pitcairn Trust Company October 2014 - Present
AMG Funds January 2001 - July 2014
Skills
Equities, Fixed Income, Asset Allocation, Account Reconciliation, Mutual Funds, Series 6, Series 63, OnBase, ILX, Bloomberg, Thompson One, Morgan Stanley Access, NIDS, GIM II, OASIS, Mates, Microsoft Office, Access, Microsoft Excel, Microsoft Word, MS Excel Pivot Tables, Equity Trading, Investments
Education
Holy Family University
Bachelor's Degree, Bachelor of Science in Business Administration Concentration in Finance
Bucks County Community College
Associate's Degree, Business Administration
Pitcairn Trust Company October 2014 - Present
AMG Funds January 2001 - July 2014
Skills
Equities, Fixed Income, Asset Allocation, Account Reconciliation, Mutual Funds, Series 6, Series 63, OnBase, ILX, Bloomberg, Thompson One, Morgan Stanley Access, NIDS, GIM II, OASIS, Mates, Microsoft Office, Access, Microsoft Excel, Microsoft Word, MS Excel Pivot Tables, Equity Trading, Investments
Education
Holy Family University
Bachelor's Degree, Bachelor of Science in Business Administration Concentration in Finance
Bucks County Community College
Associate's Degree, Business Administration
John Starace's AMG Funds Experience December 2014 - Present
Job Vice President Deputy Treasurer at AMG Funds
Industry Accounting
Experience
AMG Funds December 2014 - Present
Citi Hedge Fund Services November 2010 - December 2014
Deloitte & Touche February 2001 - February 2010
The Bank of New York September 1993 - February 2001
Skills
SEC filings, Internal Controls, GAAP, External Audit, US GAAP, IFRS, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act
Education
Hofstra University 1991 — 1993
BBA, Accounting
Smithtown HS East 1987 — 1990
AMG Funds December 2014 - Present
Citi Hedge Fund Services November 2010 - December 2014
Deloitte & Touche February 2001 - February 2010
The Bank of New York September 1993 - February 2001
Skills
SEC filings, Internal Controls, GAAP, External Audit, US GAAP, IFRS, CPA, Auditing, Financial Reporting, Sarbanes-Oxley Act
Education
Hofstra University 1991 — 1993
BBA, Accounting
Smithtown HS East 1987 — 1990
Craig S. Reynolds, CFA's AMG Funds Experience March 2015 - Present
Job Vice President Regional Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds March 2015 - Present
Legg Mason September 2011 - November 2014
Legg Mason January 2011 - September 2011
Legg Mason July 2008 - January 2011
Wells Fargo Advisors, LLC February 2004 - July 2008
Morgan Stanley February 2003 - February 2004
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Fixed Income, Municipal Bonds, Business Development, Financial Analysis, Competitive Analysis, Value Proposition..., Equities, Dividends, Strategic Financial..., Securities, Alternative Investments, Asset Management, Finance, Financial Planning
Education
Binghamton University 1998 — 2002
Bachelor of Arts, Economic Policy
AMG Funds March 2015 - Present
Legg Mason September 2011 - November 2014
Legg Mason January 2011 - September 2011
Legg Mason July 2008 - January 2011
Wells Fargo Advisors, LLC February 2004 - July 2008
Morgan Stanley February 2003 - February 2004
Skills
Mutual Funds, Separately Managed..., Closed-end Funds, Fixed Income, Municipal Bonds, Business Development, Financial Analysis, Competitive Analysis, Value Proposition..., Equities, Dividends, Strategic Financial..., Securities, Alternative Investments, Asset Management, Finance, Financial Planning
Education
Binghamton University 1998 — 2002
Bachelor of Arts, Economic Policy
Anthony Mainello's AMG Funds Experience June 2008 - Present
Job Corporate Account Management at AMG Funds
Industry Financial Services
Experience
AMG Funds June 2008 - Present
Aflac January 2008 - May 2008
Circuit City May 2005 - May 2008
Skills
Mutual Funds, Asset Allocation, Investments, Marketing Communications, Asset Managment, Marketing, Market Planning, Marketing Strategy, PowerPoint, Email Marketing, Online Advertising, Microsoft Excel, Strategic Planning, Data Analysis, Account Management, Due Diligence, Microsoft Office, Investment Strategies
Education
Penn State University 2003 — 2008
B.S., Marketing
AMG Funds June 2008 - Present
Aflac January 2008 - May 2008
Circuit City May 2005 - May 2008
Skills
Mutual Funds, Asset Allocation, Investments, Marketing Communications, Asset Managment, Marketing, Market Planning, Marketing Strategy, PowerPoint, Email Marketing, Online Advertising, Microsoft Excel, Strategic Planning, Data Analysis, Account Management, Due Diligence, Microsoft Office, Investment Strategies
Education
Penn State University 2003 — 2008
B.S., Marketing
Jeffrey Seeley's AMG Funds Experience April 2014 - Present
Job Head of Financial Intermediaries Group
Industry Financial Services
Experience
AMG Funds April 2014 - Present
Managers Investment Group December 2011 - April 2014
Managers Investment Group January 2010 - April 2014
Managers Investment Group November 2008 - December 2011
Managers Investment Group January 2005 - November 2008
The Burridge Group - Portfolio Services Group April 1999 - January 2005
Skills
Management, Business Development, Strategy, Financial Services, Mutual Funds, Investments, Sales
Education
West Virginia University 1998 — 2001
BA, Liberal Arts
Drexel University 1995 — 1997
MBA, Finance & Accounting
AMG Funds April 2014 - Present
Managers Investment Group December 2011 - April 2014
Managers Investment Group January 2010 - April 2014
Managers Investment Group November 2008 - December 2011
Managers Investment Group January 2005 - November 2008
The Burridge Group - Portfolio Services Group April 1999 - January 2005
Skills
Management, Business Development, Strategy, Financial Services, Mutual Funds, Investments, Sales
Education
West Virginia University 1998 — 2001
BA, Liberal Arts
Drexel University 1995 — 1997
MBA, Finance & Accounting
Christopher Rodzen, AIF®, CIMA®'s AMG Funds Experience July 2013 - Present
Job Vice President, DCIO Channel Specialist at AMG Funds
Industry Financial Services
Experience
AMG Funds July 2013 - Present
Fidelity Investments May 2009 - June 2013
Fidelity Investments October 2008 - May 2009
Fidelity Investments September 2004 - October 2008
Fidelity Investments March 2004 - September 2004
Fidelity Investments July 2003 - March 2004
Education
Rhode Island College 2000 — 2004
Bachelor's degree, Economics
AMG Funds July 2013 - Present
Fidelity Investments May 2009 - June 2013
Fidelity Investments October 2008 - May 2009
Fidelity Investments September 2004 - October 2008
Fidelity Investments March 2004 - September 2004
Fidelity Investments July 2003 - March 2004
Education
Rhode Island College 2000 — 2004
Bachelor's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY