Arctaris Capital
Industry: Capital market company
DescriptionFounded: 2009
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Arctaris Capital Employees
Employee
Years
Job
Industry
Jim Szabo Jim Szabo's Arctaris Capital Experience 2010 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
Arctaris Capital 2010 - Present
Elmira College 2001 - 2007
InvestorReach 2001 - 2002
Nicholas Applegate 1998 - 2001
Nicholas Applegate 1994 - 1998
Kemper Financial Services 1991 - 1994
Kemper Financial Services 1986 - 1991
Kemper Financial Services 1984 - 1985
Kemper Financial Services 1981 - 1983
Merrill Lynch 1979 - 1981
Skills
Alternative Investments, ETFs, Hedge Funds, Investments, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, Securities, Equities, Investment Strategies, Strategic Financial..., Investor Relations, Financial Advisory, Fixed Annuities, Fixed Income, Financial Services, Private Equity, Retirement Planning, Mutual Funds, Separately Managed..., Salesforce Training, Strategic Planning, Business Strategy, New Business Development, Start-ups, Finance, Bonds, Asset Management
Education
Elmira College 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Arctaris Capital 2010 - Present
Elmira College 2001 - 2007
InvestorReach 2001 - 2002
Nicholas Applegate 1998 - 2001
Nicholas Applegate 1994 - 1998
Kemper Financial Services 1991 - 1994
Kemper Financial Services 1986 - 1991
Kemper Financial Services 1984 - 1985
Kemper Financial Services 1981 - 1983
Merrill Lynch 1979 - 1981
Skills
Alternative Investments, ETFs, Hedge Funds, Investments, Asset Managment, Wealth Management, Investment Management, Asset Allocation, Investment Advisory, Securities, Equities, Investment Strategies, Strategic Financial..., Investor Relations, Financial Advisory, Fixed Annuities, Fixed Income, Financial Services, Private Equity, Retirement Planning, Mutual Funds, Separately Managed..., Salesforce Training, Strategic Planning, Business Strategy, New Business Development, Start-ups, Finance, Bonds, Asset Management
Education
Elmira College 1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Alejandro Zamorano Alejandro Zamorano's Arctaris Capital Experience August 2010 - January 2011
Job Founding Team Member & VP of Business Development at Life Science Nation
Industry Biotechnology
Experience
Life Science Nation August 2012 - Present
Abpro January 2011 - August 2012
Arctaris Capital August 2010 - January 2011
Launchpad Venture Group December 2009 - September 2010
Skills
Venture Capital, Biotechnology, Business Development, Start-ups, Financial Analysis, Financial Modeling, Alternative Investments, Entrepreneurship
Education
McCallum Graduate School of Business (Bentley University) 2011 — 2012
Masters in Finance, Finance, General
Bentley University 2007 — 2011
Finance/ Economics, Economics & Finance
Wayland High School 2003 — 2007
Life Science Nation August 2012 - Present
Abpro January 2011 - August 2012
Arctaris Capital August 2010 - January 2011
Launchpad Venture Group December 2009 - September 2010
Skills
Venture Capital, Biotechnology, Business Development, Start-ups, Financial Analysis, Financial Modeling, Alternative Investments, Entrepreneurship
Education
McCallum Graduate School of Business (Bentley University) 2011 — 2012
Masters in Finance, Finance, General
Bentley University 2007 — 2011
Finance/ Economics, Economics & Finance
Wayland High School 2003 — 2007
Tien Ryder Nguyen's Arctaris Capital Experience August 2015 - Present
Job Aspiring Actuary Professional, Analyst Intern at Arctaris Capital Partners & Inventory Asst. at Bentley University
Industry Financial Services
Experience
Arctaris Capital August 2015 - Present
Bentley University Math Center January 2015 - Present
Bentley University Client Services October 2014 - Present
Bentley University Office of Sustainability October 2013 - May 2015
Casella Waste Systems, Inc. July 2014 - October 2014
Catholic Charities of the Diocese of Fort Worth June 2013 - August 2013
America Clicks! program January 2013 - May 2013
Coffe House Events September 2011 - April 2012
Skills
Visual Basic for..., Microsoft Excel, SPSS, Public Speaking, PowerPoint, HTML, Microsoft Office, Financial Analysis, Financial Modeling, Financial Reporting, Drupal, Outlook, Microsoft Word, Windows, Data Analysis, Nonprofits, Analysis, Access, Time Management, Customer Service, Teamwork
Education
Bentley University 2012 — 2016
Bachelor's degree, Actuarial Science and Liberal Studies in Earth and Environmental Sustainability
Fort Worth Country Day 2010 — 2012
HS Diploma, Mathematics
Arctaris Capital August 2015 - Present
Bentley University Math Center January 2015 - Present
Bentley University Client Services October 2014 - Present
Bentley University Office of Sustainability October 2013 - May 2015
Casella Waste Systems, Inc. July 2014 - October 2014
Catholic Charities of the Diocese of Fort Worth June 2013 - August 2013
America Clicks! program January 2013 - May 2013
Coffe House Events September 2011 - April 2012
Skills
Visual Basic for..., Microsoft Excel, SPSS, Public Speaking, PowerPoint, HTML, Microsoft Office, Financial Analysis, Financial Modeling, Financial Reporting, Drupal, Outlook, Microsoft Word, Windows, Data Analysis, Nonprofits, Analysis, Access, Time Management, Customer Service, Teamwork
Education
Bentley University 2012 — 2016
Bachelor's degree, Actuarial Science and Liberal Studies in Earth and Environmental Sustainability
Fort Worth Country Day 2010 — 2012
HS Diploma, Mathematics
Brian Rassel Brian Rassel's Arctaris Capital Experience May 2013 - June 2014
Job OperationsOriented Private Equity Investor in US and Canadian Companies – Huron Capital Partners
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners June 2014 - Present
Arctaris Capital May 2013 - June 2014
Prophet September 2011 - May 2013
New England Consulting Group August 2009 - September 2011
UBS 2008 - 2008
Automation Alley May 2007 - August 2007
Skills
Marketing Strategy, Due Diligence, Research, Segmentation, Business Strategy, Management Consulting, Strategy Development, Competitive Analysis, Healthcare
Education
University of Michigan 2013 — 2016
Master of Science (MS) - School of Natural Resources & Environment, Sustainability Studies
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, International Relations, Economics
Brother Rice High School 2001 — 2005
Huron Capital Partners June 2014 - Present
Arctaris Capital May 2013 - June 2014
Prophet September 2011 - May 2013
New England Consulting Group August 2009 - September 2011
UBS 2008 - 2008
Automation Alley May 2007 - August 2007
Skills
Marketing Strategy, Due Diligence, Research, Segmentation, Business Strategy, Management Consulting, Strategy Development, Competitive Analysis, Healthcare
Education
University of Michigan 2013 — 2016
Master of Science (MS) - School of Natural Resources & Environment, Sustainability Studies
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Master of Business Administration (MBA)
Tufts University 2005 — 2009
BA, International Relations, Economics
Brother Rice High School 2001 — 2005
Maximilian Klietmann's Arctaris Capital Experience January 2010 - December 2010
Job Consultant Advanced Analytics at Trinity Partners
Industry Biotechnology
Experience
Trinity Partners July 2015 - Present
Trinity Partners July 2014 - July 2015
Life Science Nation September 2012 - July 2014
Carlisle & Company July 2011 - September 2012
Brighton House Associates January 2011 - May 2011
Arctaris Capital January 2010 - December 2010
Skills
Business Strategy, Management Consulting, Business Development, Biotechnology, Healthcare Consulting, Venture Capital, Due Diligence, Data Analysis, Competitive Analysis, Financial Analysis, Market Analysis, Financial Modeling, Alternative Investments, Market Research, Public Speaking, Tableau, Microsoft Office, Microsoft Excel, Strategy
Education
Bentley University
B.S./B.A., Management/Global Perspectives/French
Portsmouth Abbey School
High School Diploma
Trinity Partners July 2015 - Present
Trinity Partners July 2014 - July 2015
Life Science Nation September 2012 - July 2014
Carlisle & Company July 2011 - September 2012
Brighton House Associates January 2011 - May 2011
Arctaris Capital January 2010 - December 2010
Skills
Business Strategy, Management Consulting, Business Development, Biotechnology, Healthcare Consulting, Venture Capital, Due Diligence, Data Analysis, Competitive Analysis, Financial Analysis, Market Analysis, Financial Modeling, Alternative Investments, Market Research, Public Speaking, Tableau, Microsoft Office, Microsoft Excel, Strategy
Education
Bentley University
B.S./B.A., Management/Global Perspectives/French
Portsmouth Abbey School
High School Diploma
Riley Rodgers's Arctaris Capital Experience August 2013 - Present
Job Associate at Arctaris Capital Partners
Industry Venture Capital & Private Equity
Experience
Arctaris Capital August 2013 - Present
Crash Alert LLC June 2013 - Present
SCORE Chapter 199 May 2014 - Present
Unreasonable Lab Boston April 2015 - Present
Family Promise of Greater Nashua January 2015 - Present
Egon Zehnder International January 2013 - May 2013
Northwestern Mutual July 2012 - December 2012
Companion Bike Seat April 2012 - December 2012
MacMillan Independents Group July 2009 - November 2010
Skills
Financial Analysis, Entrepreneurship, Start-ups, Private Equity, Venture Capital, Strategy, Mergers & Acquisitions, Research, Small Business Lending, Spanish, Financial Modeling, Microsoft Excel, Public Speaking, Business Analysis, Management Consulting, Economics, Mentoring, Nonprofits, Consulting, PowerPoint, Access, Microsoft Office, Leadership, Management, Finance, Marketing, Investments
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Managerial Economics
Universidad de Navarra 2012 — 2012
International Business
Arctaris Capital August 2013 - Present
Crash Alert LLC June 2013 - Present
SCORE Chapter 199 May 2014 - Present
Unreasonable Lab Boston April 2015 - Present
Family Promise of Greater Nashua January 2015 - Present
Egon Zehnder International January 2013 - May 2013
Northwestern Mutual July 2012 - December 2012
Companion Bike Seat April 2012 - December 2012
MacMillan Independents Group July 2009 - November 2010
Skills
Financial Analysis, Entrepreneurship, Start-ups, Private Equity, Venture Capital, Strategy, Mergers & Acquisitions, Research, Small Business Lending, Spanish, Financial Modeling, Microsoft Excel, Public Speaking, Business Analysis, Management Consulting, Economics, Mentoring, Nonprofits, Consulting, PowerPoint, Access, Microsoft Office, Leadership, Management, Finance, Marketing, Investments
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.), Managerial Economics
Universidad de Navarra 2012 — 2012
International Business
Lev Matskevich Lev Matskevich's Arctaris Capital Experience October 2012 - May 2013
Job Entrepreneur, innovator and investor
Industry Venture Capital & Private Equity
Experience
Wanderu, Inc May 2013 - Present
Arctaris Capital October 2012 - May 2013
Global DL, Inc. March 2007 - May 2013
New Vision Group June 2002 - September 2011
Skills
Strategy, Research, Leadership, Social Media Marketing, Entrepreneurship, Financial Modeling, Marketing, SEO, SEM, Financial Analysis, Market Research, Venture Capital, Budgets, Microsoft Word, Marketing Strategy, Private Equity
Education
Babson College 2012 — 2013
Finance
UMass Boston
Economics and Finance
Newton South High School
High School Diploma
Wanderu, Inc May 2013 - Present
Arctaris Capital October 2012 - May 2013
Global DL, Inc. March 2007 - May 2013
New Vision Group June 2002 - September 2011
Skills
Strategy, Research, Leadership, Social Media Marketing, Entrepreneurship, Financial Modeling, Marketing, SEO, SEM, Financial Analysis, Market Research, Venture Capital, Budgets, Microsoft Word, Marketing Strategy, Private Equity
Education
Babson College 2012 — 2013
Finance
UMass Boston
Economics and Finance
Newton South High School
High School Diploma
Lucas Lebrao's Arctaris Capital Experience December 2014 - May 2015
Job Business Consulting Intern at PLG Consulting
Industry Financial Services
Experience
PLG Consulting August 2015 - Present
AXA Advisors June 2015 - August 2015
Arctaris Capital December 2014 - May 2015
Praxi Solutions, Inc. June 2014 - August 2014
Praxi Solutions, Inc. June 2013 - August 2013
Alpha Playgrounds May 2012 - July 2012
Skills
Marketing Strategy, Managerial Finance, Financial Analysis, Social Media Marketing, Email Marketing Software, Business Planning, Business Development, Business Strategy, Sales, Start-ups, Entrepreneurship, Public Speaking, Marketing, Financial Modeling, Investments, Finance, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor's Degree, Candidate for Bachelor of Science, Corporate Finance & Accounting. Minor in Entrepreneurial Studies., Junior
Cypress Bay
PLG Consulting August 2015 - Present
AXA Advisors June 2015 - August 2015
Arctaris Capital December 2014 - May 2015
Praxi Solutions, Inc. June 2014 - August 2014
Praxi Solutions, Inc. June 2013 - August 2013
Alpha Playgrounds May 2012 - July 2012
Skills
Marketing Strategy, Managerial Finance, Financial Analysis, Social Media Marketing, Email Marketing Software, Business Planning, Business Development, Business Strategy, Sales, Start-ups, Entrepreneurship, Public Speaking, Marketing, Financial Modeling, Investments, Finance, Microsoft Excel
Education
Bentley University 2012 — 2016
Bachelor's Degree, Candidate for Bachelor of Science, Corporate Finance & Accounting. Minor in Entrepreneurial Studies., Junior
Cypress Bay
Ahmed Hentati's Arctaris Capital Experience October 2014 - December 2014
Job Executive Strategy Intern at MassChallenge
Industry Venture Capital & Private Equity
Experience
MassChallenge April 2015 - Present
Techstars January 2015 - May 2015
Arctaris Capital October 2014 - December 2014
Citi June 2014 - August 2014
SWICORP June 2013 - August 2013
Tuninvest July 2013 - July 2013
Dorms 2 Apartments December 2011 - January 2013
Rotary International June 2008 - August 2010
Skills
Bloomberg Terminal, Strategy, Private Equity, DCF Valuation, Venture Capital, Comparable Analysis, Financial Modeling, Due Diligence, Portfolio Management, Business Development, Valuation, Investments, Project Management, Corporate Venture..., Equities, Fundraising, Leadership, Mergers & Acquisitions, Start-ups, Emerging Markets, Entrepreneurship
Education
Bentley University 2012 — 2015
Bachelor's degree, Finance
University of California, Berkeley, Haas School of Business 2014 — 2014
Venture Capital Certificate
Suffolk University 2010 — 2012
Bachelor's degree, Entrepreneurship & Finance
MassChallenge April 2015 - Present
Techstars January 2015 - May 2015
Arctaris Capital October 2014 - December 2014
Citi June 2014 - August 2014
SWICORP June 2013 - August 2013
Tuninvest July 2013 - July 2013
Dorms 2 Apartments December 2011 - January 2013
Rotary International June 2008 - August 2010
Skills
Bloomberg Terminal, Strategy, Private Equity, DCF Valuation, Venture Capital, Comparable Analysis, Financial Modeling, Due Diligence, Portfolio Management, Business Development, Valuation, Investments, Project Management, Corporate Venture..., Equities, Fundraising, Leadership, Mergers & Acquisitions, Start-ups, Emerging Markets, Entrepreneurship
Education
Bentley University 2012 — 2015
Bachelor's degree, Finance
University of California, Berkeley, Haas School of Business 2014 — 2014
Venture Capital Certificate
Suffolk University 2010 — 2012
Bachelor's degree, Entrepreneurship & Finance
Jack Kersten's Arctaris Capital Experience June 2015 - August 2015
Job Investment Banking Analyst at Brocair Partners LLC
Industry Investment Banking
Experience
Brocair Partners LLC August 2015 - Present
Arctaris Capital June 2015 - August 2015
XL Group June 2014 - August 2014
The Hain Celestial Group June 2013 - August 2013
J&M Detailing Services June 2011 - August 2012
Cardiology and Internal Medicine of Long Island June 2007 - August 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Bloomberg, FactSet, Morningstar, SAP, Financial Modeling, PowerPoint, Financial Analysis, Access, Teamwork, Finance, Leadership, Outlook, Accounting, Customer Service
Education
Bentley University 2011 — 2015
Bachelor's degree, Economics and finance
Cold Spring Harbor High School 2005 — 2011
High School
Bentley University
Brocair Partners LLC August 2015 - Present
Arctaris Capital June 2015 - August 2015
XL Group June 2014 - August 2014
The Hain Celestial Group June 2013 - August 2013
J&M Detailing Services June 2011 - August 2012
Cardiology and Internal Medicine of Long Island June 2007 - August 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Bloomberg, FactSet, Morningstar, SAP, Financial Modeling, PowerPoint, Financial Analysis, Access, Teamwork, Finance, Leadership, Outlook, Accounting, Customer Service
Education
Bentley University 2011 — 2015
Bachelor's degree, Economics and finance
Cold Spring Harbor High School 2005 — 2011
High School
Bentley University
Andy Zhong's Arctaris Capital Experience January 2012 - May 2012
Job Financial Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance June 2012 - April 2013
Arctaris Capital January 2012 - May 2012
Bentley University September 2010 - May 2012
BNY Mellon 2007 - 2008
Skills
Financial Analysis, Microsoft Office, Data Analysis, Hyperion Planning, Financial Modeling, Business Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting
Liberty Mutual Insurance April 2013 - Present
Liberty Mutual Insurance June 2012 - April 2013
Arctaris Capital January 2012 - May 2012
Bentley University September 2010 - May 2012
BNY Mellon 2007 - 2008
Skills
Financial Analysis, Microsoft Office, Data Analysis, Hyperion Planning, Financial Modeling, Business Analysis
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting
Max Hodin's Arctaris Capital Experience January 2010 - December 2010
Job
Industry Investment Management
Experience
Pulsar Ventures LLC August 2012 - Present
Self-Employed December 2014 - Present
Morgan Stanley Smith Barney June 2011 - August 2012
Arctaris Capital January 2010 - December 2010
Committee on Foreign Affairs, U.S. Congress June 2009 - September 2009
Pulsar LLC January 2005 - December 2007
Israel Defense Forces November 2003 - April 2005
United Talent Agency (UTA) January 2002 - September 2003
Skills
Investments, Entrepreneurship, Mutual Funds, Financial Advisory, Private Equity, Wealth Management, International Business, Financial Modeling, Business Development, Analysis, Finance, Economics, Venture Capital, Business Planning, Business Strategy, Strategy, Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
American Military University 2007 — 2007
MA-Continuing Education
University of Southern California 1997 — 2001
BA
Pulsar Ventures LLC August 2012 - Present
Self-Employed December 2014 - Present
Morgan Stanley Smith Barney June 2011 - August 2012
Arctaris Capital January 2010 - December 2010
Committee on Foreign Affairs, U.S. Congress June 2009 - September 2009
Pulsar LLC January 2005 - December 2007
Israel Defense Forces November 2003 - April 2005
United Talent Agency (UTA) January 2002 - September 2003
Skills
Investments, Entrepreneurship, Mutual Funds, Financial Advisory, Private Equity, Wealth Management, International Business, Financial Modeling, Business Development, Analysis, Finance, Economics, Venture Capital, Business Planning, Business Strategy, Strategy, Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
American Military University 2007 — 2007
MA-Continuing Education
University of Southern California 1997 — 2001
BA
Simon Keyes's Arctaris Capital Experience June 2009 - August 2009
Job Associate II at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank January 2013 - Present
Only Insight May 2012 - December 2012
IBM September 2010 - April 2012
Arctaris Capital June 2009 - August 2009
Consilium Partners July 2008 - August 2008
Union Street Media June 2007 - August 2007
Skills
Consultative Selling, Customer Relations, New Business Development
Education
Middlebury College 2006 — 2010
BA, History of Art & Architecture
Tuck School of Business at Dartmouth 2008 — 2008
Tuck Bridge Summer Program
Phillips Academy 2002 — 2006
Silicon Valley Bank January 2013 - Present
Only Insight May 2012 - December 2012
IBM September 2010 - April 2012
Arctaris Capital June 2009 - August 2009
Consilium Partners July 2008 - August 2008
Union Street Media June 2007 - August 2007
Skills
Consultative Selling, Customer Relations, New Business Development
Education
Middlebury College 2006 — 2010
BA, History of Art & Architecture
Tuck School of Business at Dartmouth 2008 — 2008
Tuck Bridge Summer Program
Phillips Academy 2002 — 2006
William R. Johnson's Arctaris Capital Experience June 2013 - Present
Job Board of Directors at Arctaris Capital
Industry Financial Services
Experience
Arctaris Capital June 2013 - Present
Wodehouse investments January 2004 - Present
Money Show March 2014 - Present
JFP LLC January 1990 - Present
Money Show January 2005 - January 2008
Whitebox Advisors LLC January 2005 - January 2006
Spanish point January 2001 - January 2002
Trade Tech January 1996 - January 2001
KA January 1995 - January 1998
Trader CBOE January 1979 - October 1992
Skills
Investments, Equities, Hedge Funds, Asset Managment, Strategic Planning, Asset Management, Finance, Electronic Trading, Alternative Investments, Entrepreneurship, Securities, Trading, Options, Derivatives, Real Estate, Hedging, Private Equity, Management, Valuation, Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Investment Banking, Asset Allocation, Financial Structuring, Bloomberg, Investment Management, Financial Markets, Risk Management, Financial Analysis, Private Placements, Mutual Funds, Investment Strategies, Investor Relations, Series 7, Fund Of Funds, Funding, Investment Advisory
Education
University of Michigan 1976 — 1980
Bachelor of Arts (B.A.), English political science
Rocky Mountain College
Arctaris Capital June 2013 - Present
Wodehouse investments January 2004 - Present
Money Show March 2014 - Present
JFP LLC January 1990 - Present
Money Show January 2005 - January 2008
Whitebox Advisors LLC January 2005 - January 2006
Spanish point January 2001 - January 2002
Trade Tech January 1996 - January 2001
KA January 1995 - January 1998
Trader CBOE January 1979 - October 1992
Skills
Investments, Equities, Hedge Funds, Asset Managment, Strategic Planning, Asset Management, Finance, Electronic Trading, Alternative Investments, Entrepreneurship, Securities, Trading, Options, Derivatives, Real Estate, Hedging, Private Equity, Management, Valuation, Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Modeling, Capital Markets, Venture Capital, Fixed Income, Investment Banking, Asset Allocation, Financial Structuring, Bloomberg, Investment Management, Financial Markets, Risk Management, Financial Analysis, Private Placements, Mutual Funds, Investment Strategies, Investor Relations, Series 7, Fund Of Funds, Funding, Investment Advisory
Education
University of Michigan 1976 — 1980
Bachelor of Arts (B.A.), English political science
Rocky Mountain College
Tony Eisenberg's Arctaris Capital Experience May 2013 - Present
Job Vice President at Arctaris Capital
Industry Financial Services
Experience
Arctaris Capital May 2013 - Present
Aspen Square Grouper February 2013 - Present
U.S. Chamber of Commerce December 2011 - December 2012
CHRISTOFFERSON, ROBB & COMPANY June 2010 - September 2011
Marwood Group September 2009 - May 2010
General Motors Treasurer's Office May 2009 - August 2009
EISENBERG & BOGAS January 2007 - May 2008
Patton Boggs May 2006 - August 2006
LMG May 2005 - August 2005
Skills
Investments, Strategy, Asset Management, Portfolio Management, Finance, Hedge Funds, Entrepreneurship, Equities, Analysis, Mutual Funds, Management, Structured Finance, Public Policy, Policy, Investment Advisory, Government, Credit, Financial Modeling, DCF, Start-ups, Mergers, Capital Markets, Investment Management, Business Development, Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Corporate Law, Legal Writing, Financial Services, Fixed Income, Financial Analysis, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Michigan Law School 2004 — 2007
Juris Doctor, Corporate and Securities Law
University of Miami 2000 — 2004
Bachelor of Business Administration, Finance and Political Science
Arctaris Capital May 2013 - Present
Aspen Square Grouper February 2013 - Present
U.S. Chamber of Commerce December 2011 - December 2012
CHRISTOFFERSON, ROBB & COMPANY June 2010 - September 2011
Marwood Group September 2009 - May 2010
General Motors Treasurer's Office May 2009 - August 2009
EISENBERG & BOGAS January 2007 - May 2008
Patton Boggs May 2006 - August 2006
LMG May 2005 - August 2005
Skills
Investments, Strategy, Asset Management, Portfolio Management, Finance, Hedge Funds, Entrepreneurship, Equities, Analysis, Mutual Funds, Management, Structured Finance, Public Policy, Policy, Investment Advisory, Government, Credit, Financial Modeling, DCF, Start-ups, Mergers, Capital Markets, Investment Management, Business Development, Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Corporate Law, Legal Writing, Financial Services, Fixed Income, Financial Analysis, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Michigan Law School 2004 — 2007
Juris Doctor, Corporate and Securities Law
University of Miami 2000 — 2004
Bachelor of Business Administration, Finance and Political Science
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial