Arbor Capital Management, LLC
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Arbor Capital Management, LLC Employees
Employee
Years
Job
Industry
Brandon Syme, CPA Brandon Syme, CPA's Arbor Capital Management, LLC Experience May 2010 - August 2010
Job Assistant Vice President and Portfolio Manager at IBERIA Wealth Advisors
Industry Accounting
Experience
IBERIA Wealth Advisors January 2015 - Present
KPMG US June 2014 - December 2014
KPMG US August 2012 - March 2014
KPMG January 2011 - April 2011
Arbor Capital Management LLC May 2010 - August 2010
UBS January 2010 - May 2010
Burkenroad Reports January 2010 - May 2010
Skills
Valuation, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Bloomberg, Finance, Equity Valuation, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Private Equity, Equities
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
MACCT/BSMFIN
IBERIA Wealth Advisors January 2015 - Present
KPMG US June 2014 - December 2014
KPMG US August 2012 - March 2014
KPMG January 2011 - April 2011
Arbor Capital Management LLC May 2010 - August 2010
UBS January 2010 - May 2010
Burkenroad Reports January 2010 - May 2010
Skills
Valuation, Equity Research, Financial Modeling, Corporate Finance, Investment Banking, Bloomberg, Finance, Equity Valuation, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Private Equity, Equities
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
MACCT/BSMFIN
Arianna Deming Arianna Deming's Arbor Capital Management, LLC Experience June 2012 - August 2012
Job Student at the University of Minnesota Twin Cities
Industry International Affairs
Experience
Minnesota Uruguay Partners of the Americas December 2014 - Present
WATCH MN January 2015 - May 2015
Child Development Center- University of MN January 2014 - September 2014
Hyun Kim June 2014 - August 2014
Arbor Capital Management, LLC June 2012 - August 2012
Skills
Spanish-speaking, Teacher Assistant, High Organizational..., Time Management, Outstanding..., Creative Problem Solving, Intercollegiate..., Human Rights, Fundraising
Education
University of Minnesota-Twin Cities 2012 — 2016
International Relations and Affairs
The George Washington University 2012 — 2013
International Relations and Affairs, Freshman
Stillwater Area High School MN 2009 — 2012
Minnesota Uruguay Partners of the Americas December 2014 - Present
WATCH MN January 2015 - May 2015
Child Development Center- University of MN January 2014 - September 2014
Hyun Kim June 2014 - August 2014
Arbor Capital Management, LLC June 2012 - August 2012
Skills
Spanish-speaking, Teacher Assistant, High Organizational..., Time Management, Outstanding..., Creative Problem Solving, Intercollegiate..., Human Rights, Fundraising
Education
University of Minnesota-Twin Cities 2012 — 2016
International Relations and Affairs
The George Washington University 2012 — 2013
International Relations and Affairs, Freshman
Stillwater Area High School MN 2009 — 2012
Pete Swanson, CFA's Arbor Capital Management, LLC Experience July 2009 - March 2015
Job Portfolio Manager at Ascent Private Capital Managment at US Bank
Industry Investment Management
Experience
Ascent Private Capital Managment at US Bank March 2015 - Present
Arbor Capital Management, LLC July 2009 - March 2015
United States Air Force 2006 - 2015
Kidron Capital June 2005 - July 2009
Piper Jaffray May 2000 - June 2005
United States Air Force May 1995 - June 2000
Education
United States Air Force Academy 1991 — 1995
B.S., Political Science
University of West Florida - College of Business 1996 — 1998
MBA
Orono High School
Ascent Private Capital Managment at US Bank March 2015 - Present
Arbor Capital Management, LLC July 2009 - March 2015
United States Air Force 2006 - 2015
Kidron Capital June 2005 - July 2009
Piper Jaffray May 2000 - June 2005
United States Air Force May 1995 - June 2000
Education
United States Air Force Academy 1991 — 1995
B.S., Political Science
University of West Florida - College of Business 1996 — 1998
MBA
Orono High School
Clement Lau, CFA's Arbor Capital Management, LLC Experience June 2013 - Present
Job Analyst
Industry Financial Services
Experience
Arbor Capital Management, LLC June 2013 - Present
Carlson Funds Enterprise/Carlson School of Management, University of Minnesota September 2012 - May 2014
Color Investment Research May 2013 - August 2013
Carlson School of Management, University of Minnesota February 2013 - May 2013
Centaline Wealth Management Limited May 2010 - April 2012
Centaline Wealth Management Limited June 2006 - April 2010
Centaline Wealth Management Limited June 2005 - May 2006
PCCW Teleservices June 2004 - August 2004
Hong Kong Baptist University June 2002 - August 2002
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Asset Management, Leadership, Equity Research, Valuation, Consulting, Business Analysis, Financial Statement..., Asian markets, Corporate Finance, Asset Allocation, Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy
The Chinese University of Hong Kong 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Arbor Capital Management, LLC June 2013 - Present
Carlson Funds Enterprise/Carlson School of Management, University of Minnesota September 2012 - May 2014
Color Investment Research May 2013 - August 2013
Carlson School of Management, University of Minnesota February 2013 - May 2013
Centaline Wealth Management Limited May 2010 - April 2012
Centaline Wealth Management Limited June 2006 - April 2010
Centaline Wealth Management Limited June 2005 - May 2006
PCCW Teleservices June 2004 - August 2004
Hong Kong Baptist University June 2002 - August 2002
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Asset Management, Leadership, Equity Research, Valuation, Consulting, Business Analysis, Financial Statement..., Asian markets, Corporate Finance, Asset Allocation, Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy
The Chinese University of Hong Kong 2002 — 2005
Bachelor of Business Administration (BBA), Finance
David Shepley David Shepley's Arbor Capital Management, LLC Experience November 2004 - Present
Job Portfolio Manager at Arbor Capital Management
Industry Investment Management
Experience
Arbor Capital Management, LLC November 2004 - Present
Chubb Insurance December 2002 - November 2004
Skills
Equities, Equity Research, Portfolio Management, Investments, Investment Management, Valuation, Securities
Education
Gustavus Adolphus College 1998 — 2002
BA, Financial Economics & Political Science
Arbor Capital Management, LLC November 2004 - Present
Chubb Insurance December 2002 - November 2004
Skills
Equities, Equity Research, Portfolio Management, Investments, Investment Management, Valuation, Securities
Education
Gustavus Adolphus College 1998 — 2002
BA, Financial Economics & Political Science
Steven Larson, CFA's Arbor Capital Management, LLC Experience May 2010 - Present
Job International Equity Portfolio Manager, Partner
Industry Investment Management
Experience
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Arbor Capital Management, LLC May 2010 - Present
Principal Global Investors 2001 - April 2010
Wells Fargo Funds Management, LLC 2000 - 2001
FAF Advisors (U.S. Bancorp's asset management division; now Nuveen Investments) 1998 - 2000
Kemper Securities, Inc. 1995 - 1997
Kemper Corporation 1993 - 1995
James S. Kemper Foundation 1988 - 1992
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Finance, Risk Management, Strategy, Quantitative Research, Fundamental Analysis, Financial Analysis, Equity Research, International Equities, New Business Development, Manager Research, Wealth Management, Financial Modeling, Capital Markets, Investor Relations
Education
University of Minnesota - Carlson School of Management 1997 — 1998
Master of Business Administration (M.B.A.), Finance - Portfolio Management
Northwestern University - Kellogg School of Management 1996 — 1996
Global Initiatives in Management (GIM) Program's "In-Country" Experience - Singapore and Malaysia
Drake University 1988 — 1992
BS, Business Administration - Finance
Christopher Feulner, CFA's Arbor Capital Management, LLC Experience September 2003 - Present
Job Equity Analyst and Chief Compliance Officer at Arbor Capital Management, LLC
Industry Financial Services
Experience
Arbor Capital Management, LLC September 2003 - Present
Arbor Capital Management, LLC July 2013 - Present
Arbor Capital Management, LLC May 1999 - Present
Investment Advisors, Inc (IAI) 1996 - 1999
ING Investment Management January 1989 - December 1996
Skills
Lotus Notes, Factset, QlikView, Visual Basic, Excel, SharePoint, Outlook, Microsoft Excel, Equities, Investments, Trading, Fixed Income, SQL, Portfolio Management, Asset Management
Education
Purdue University
B.S., Computer Science
University of Minnesota-Twin Cities
M.S., Computer Science
Arbor Capital Management, LLC September 2003 - Present
Arbor Capital Management, LLC July 2013 - Present
Arbor Capital Management, LLC May 1999 - Present
Investment Advisors, Inc (IAI) 1996 - 1999
ING Investment Management January 1989 - December 1996
Skills
Lotus Notes, Factset, QlikView, Visual Basic, Excel, SharePoint, Outlook, Microsoft Excel, Equities, Investments, Trading, Fixed Income, SQL, Portfolio Management, Asset Management
Education
Purdue University
B.S., Computer Science
University of Minnesota-Twin Cities
M.S., Computer Science
Rick Etzel's Arbor Capital Management, LLC Experience December 2005 - Present
Job Equity Trading at Arbor Capital Management
Industry Financial Services
Experience
Arbor Capital Management, LLC December 2005 - Present
U.S. Energy Services June 2003 - December 2005
RBC Capital Markets 1997 - 2003
Skills
Equities, Trading, Equity Trading, Bloomberg, Technical Analysis
Education
University of Saint Thomas - School of Business 2003 — 2007
MBA, Finance
St. Cloud State University 1991 — 1995
bachelor, Finance, Economics
Arbor Capital Management, LLC December 2005 - Present
U.S. Energy Services June 2003 - December 2005
RBC Capital Markets 1997 - 2003
Skills
Equities, Trading, Equity Trading, Bloomberg, Technical Analysis
Education
University of Saint Thomas - School of Business 2003 — 2007
MBA, Finance
St. Cloud State University 1991 — 1995
bachelor, Finance, Economics
Chris Ronan, CFA's Arbor Capital Management, LLC Experience 2011 - July 2013
Job
Industry Investment Management
Experience
Endurant Capital Management LP August 2013 - Present
Arbor Capital Management LLC 2011 - July 2013
Pleasant Ridge Capital LLC January 2010 - February 2011
Alesco Global Advisors LLC August 2005 - December 2008
Seasons Capital Management LLC August 2003 - July 2005
Arbor Capital Management LLC January 2000 - July 2003
Levensohn Capital Managment LLC September 1996 - December 1999
Donaldson, Lufkin & Jenrette February 1994 - August 1996
Education
University of California, Davis 1988 — 1993
BS, Managerial Economics
CFA Institute
Endurant Capital Management LP August 2013 - Present
Arbor Capital Management LLC 2011 - July 2013
Pleasant Ridge Capital LLC January 2010 - February 2011
Alesco Global Advisors LLC August 2005 - December 2008
Seasons Capital Management LLC August 2003 - July 2005
Arbor Capital Management LLC January 2000 - July 2003
Levensohn Capital Managment LLC September 1996 - December 1999
Donaldson, Lufkin & Jenrette February 1994 - August 1996
Education
University of California, Davis 1988 — 1993
BS, Managerial Economics
CFA Institute
Rick Leggott's Arbor Capital Management, LLC Experience 1997 - Present
Job Founder, Arbor Capital Mgmt, LLC
Industry Investment Management
Experience
Arbor Capital Management, LLC 1997 - Present
Investment Advisers, Inc July 1987 - December 1996
Education
Chartered Financial Ananlyst Institute 1987 — 1989
CFA
University of Nebraska-Lincoln 1976 — 1985
BS/MBA, Finance
Arbor Capital Management, LLC 1997 - Present
Investment Advisers, Inc July 1987 - December 1996
Education
Chartered Financial Ananlyst Institute 1987 — 1989
CFA
University of Nebraska-Lincoln 1976 — 1985
BS/MBA, Finance