Arrow Funds
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Arrow Funds Employees
Employee
Years
Job
Industry
Gerard Bautz Gerard Bautz's Arrow Funds Experience October 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Arrow Funds October 2014 - Present
Calvert Investments July 1986 - October 2012
Calvert Investments 1986 - 2012
Calvert Investments October 1991 - July 1993
Calvert Investments July 1986 - September 1991
Skills
Series 63, Series 6, Series 7, 401k, Strategic Financial..., Asset Managment, Alternative Investments, FINRA, Mutual Funds, Securities, Investments
Education
University of Maryland College Park
Wheaton high school
Arrow Funds October 2014 - Present
Calvert Investments July 1986 - October 2012
Calvert Investments 1986 - 2012
Calvert Investments October 1991 - July 1993
Calvert Investments July 1986 - September 1991
Skills
Series 63, Series 6, Series 7, 401k, Strategic Financial..., Asset Managment, Alternative Investments, FINRA, Mutual Funds, Securities, Investments
Education
University of Maryland College Park
Wheaton high school
Greg Piskapas Greg Piskapas's Arrow Funds Experience May 2007 - September 2009
Job
Industry Law Enforcement
Experience
MedImmune September 2009 - December 2010
Arrow Funds May 2007 - September 2009
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor of Science, Finance/Statistics
MedImmune September 2009 - December 2010
Arrow Funds May 2007 - September 2009
Education
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor of Science, Finance/Statistics
Gregory Webster Gregory Webster's Arrow Funds Experience March 2014 - Present
Job Regional Sales DirectorSouth at Arrow Funds
Industry Financial Services
Experience
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Arrow Funds March 2014 - Present
NexBank Securities Inc., an affiliate of Highland Capital/ PYXIS Funds January 2009 - November 2012
Trusco Capital Management February 2004 - July 2008
SunTrust Investment Services February 2004 - July 2008
RidgeWorth Capital Management 2004 - 2008
Edward Jones 2001 - 2004
Lord Abbett June 1998 - February 2001
Edward Jones 1996 - 1998
Skills
Series 7, Mutual Funds, Investment Strategies, Investment Advisory, Series 63, Hedge Funds, Alternative Investments, Separately Managed..., Series 65, Asset Allocation, Asset Management, Investments, Fixed Income, Equities, Portfolio Management, ETFs, Fixed Annuities, Financial Services, Investment Management, Finance, Wealth Management, Bonds, Options, 401k, Securities, Series 24, Retirement, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Retirement Planning, Financial Planners, Wealth Management..., Pensions, Strategic Financial..., High Net Worth..., Qualified Retirement..., Financial Markets, Trading, IRAs
Education
Bucknell University 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Uros Milojkovic Uros Milojkovic's Arrow Funds Experience July 2010 - October 2013
Job Associate Credit Risk at KPMG
Industry Financial Services
Experience
KPMG US February 2015 - Present
Cambridge Associates October 2013 - February 2015
Arrow Funds July 2010 - October 2013
ProShare Advisors, LLC August 2009 - July 2010
Seva Call May 2009 - August 2009
Skills
Analysis, Trading, Hedge Funds, Financial Analysis, Financial Modeling, Investments, Data Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Strategy, Asset Allocation, Investment Strategies, Microsoft Office, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., Finance
KPMG US February 2015 - Present
Cambridge Associates October 2013 - February 2015
Arrow Funds July 2010 - October 2013
ProShare Advisors, LLC August 2009 - July 2010
Seva Call May 2009 - August 2009
Skills
Analysis, Trading, Hedge Funds, Financial Analysis, Financial Modeling, Investments, Data Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Strategy, Asset Allocation, Investment Strategies, Microsoft Office, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., Finance
Brian Dorn's Arrow Funds Experience October 2006 - October 2012
Job Investment Committee Chairman at The Retirement Network
Industry Financial Services
Experience
The Retirement Network November 2012 - Present
Arrow Funds October 2006 - October 2012
Arrow Funds October 2006 - April 2010
SunGard April 2006 - October 2006
Rydex Investments 2004 - 2006
Morningstar September 2002 - May 2004
Thomson Financial July 1997 - September 2001
Skills
Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Series 7, Investments, ETFs, Wealth Management, Securities, Portfolio Management, Investment Management, Fixed Income, Trading, Financial Markets, Series 63, Derivatives, Market Data, Risk Management, Investment Strategies, Investment Advisory, Series 24, Separately Managed..., Financial Services, Series 65, Asset Management, Financial Advisory, Bonds, Uniform Combined State..., FINRA, Options, Retirement Planning
Education
Lake Forest College 1992 — 1995
Economics
The Retirement Network November 2012 - Present
Arrow Funds October 2006 - October 2012
Arrow Funds October 2006 - April 2010
SunGard April 2006 - October 2006
Rydex Investments 2004 - 2006
Morningstar September 2002 - May 2004
Thomson Financial July 1997 - September 2001
Skills
Mutual Funds, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Series 7, Investments, ETFs, Wealth Management, Securities, Portfolio Management, Investment Management, Fixed Income, Trading, Financial Markets, Series 63, Derivatives, Market Data, Risk Management, Investment Strategies, Investment Advisory, Series 24, Separately Managed..., Financial Services, Series 65, Asset Management, Financial Advisory, Bonds, Uniform Combined State..., FINRA, Options, Retirement Planning
Education
Lake Forest College 1992 — 1995
Economics
Amit Gutt's Arrow Funds Experience 2014 - Present
Job Investment Strategist at Arrow Funds
Industry Investment Management
Experience
Arrow Funds 2014 - Present
KAUST Investment Management Company 2013 - 2013
US Department of Commerce 2009 - 2012
Rydex Investments 2007 - 2009
The Columbia Bank 2006 - 2007
Skills
Economics, Financial Modeling, Financial Analysis, Access, Data Analysis, Emerging Markets, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Fixed Income, Econometrics, Quantitative Analytics, Equities, Macroeconomics, Finance, Corporate Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University 2009 — 2011
Masters, Economics, Econometrics
University of Maryland Baltimore County 2005 — 2007
Bachelors, Financial Economics
Arrow Funds 2014 - Present
KAUST Investment Management Company 2013 - 2013
US Department of Commerce 2009 - 2012
Rydex Investments 2007 - 2009
The Columbia Bank 2006 - 2007
Skills
Economics, Financial Modeling, Financial Analysis, Access, Data Analysis, Emerging Markets, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Fixed Income, Econometrics, Quantitative Analytics, Equities, Macroeconomics, Finance, Corporate Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The Johns Hopkins University 2009 — 2011
Masters, Economics, Econometrics
University of Maryland Baltimore County 2005 — 2007
Bachelors, Financial Economics
J. Day Thomas's Arrow Funds Experience March 2007 - February 2015
Job IBD National Accounts Manager at Realty Capital Securities
Industry Investment Management
Experience
Realty Capital Securities February 2015 - Present
Arrow Funds March 2007 - February 2015
Rydex Investments 2000 - 2007
Washington Mutual Bank 1997 - 2000
Travelers Group 1993 - 1997
InterMedia Advertising 1990 - 1993
Ehrlich-Manes Advertising 1987 - 1990
Skills
Sales, Management, New Business Development, Investments, Negotiation, Finance, Mutual Funds, Series 7, Alternative Investments, ETFs, Series 63, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Securities, Hedge Funds, Equities, Portfolio Management, CRM, Financial Services, Risk Management, Selling, Financial Analysis, Business Development, Salesforce.com, Building Relationships, Client Presentation, Investment Management, Financial Markets, Direct Sales
Education
Texas State University-San Marcos
BA, Journalism-Advertising
Realty Capital Securities February 2015 - Present
Arrow Funds March 2007 - February 2015
Rydex Investments 2000 - 2007
Washington Mutual Bank 1997 - 2000
Travelers Group 1993 - 1997
InterMedia Advertising 1990 - 1993
Ehrlich-Manes Advertising 1987 - 1990
Skills
Sales, Management, New Business Development, Investments, Negotiation, Finance, Mutual Funds, Series 7, Alternative Investments, ETFs, Series 63, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Securities, Hedge Funds, Equities, Portfolio Management, CRM, Financial Services, Risk Management, Selling, Financial Analysis, Business Development, Salesforce.com, Building Relationships, Client Presentation, Investment Management, Financial Markets, Direct Sales
Education
Texas State University-San Marcos
BA, Journalism-Advertising
Joe Schaffer's Arrow Funds Experience August 2011 - January 2014
Job Investment Valuation Analyst
Industry Financial Services
Experience
Guggenheim Investments June 2014 - Present
Arrow Funds August 2011 - January 2014
Octavus Group, LLC June 2010 - May 2011
Rydex Investments January 2008 - January 2009
Rydex Investments October 2005 - January 2008
Aegis Lending 2004 - 2004
Skills
Managed Futures, ETFs, Alternative Investments, Mutual Funds, Hedge Funds, Commodity, Investment Advisory, Financial Services, Asset Management, CRM, Investments, Financial Markets, Equities, Investment Strategies, Asset Allocation, Derivatives, Options, Portfolio Management, Strategy, Financial Advisory, Series 63, Series 7
Education
University of Maryland College Park
Economics
Guggenheim Investments June 2014 - Present
Arrow Funds August 2011 - January 2014
Octavus Group, LLC June 2010 - May 2011
Rydex Investments January 2008 - January 2009
Rydex Investments October 2005 - January 2008
Aegis Lending 2004 - 2004
Skills
Managed Futures, ETFs, Alternative Investments, Mutual Funds, Hedge Funds, Commodity, Investment Advisory, Financial Services, Asset Management, CRM, Investments, Financial Markets, Equities, Investment Strategies, Asset Allocation, Derivatives, Options, Portfolio Management, Strategy, Financial Advisory, Series 63, Series 7
Education
University of Maryland College Park
Economics
Mason Billock, CFP®, CAIA's Arrow Funds Experience June 2008 - October 2013
Job Executive Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds October 2013 - Present
Arrow Funds June 2008 - October 2013
Principal Financial Group October 2004 - July 2007
Principal Financial Group October 2004 - October 2005
Skills
Investments, Funding, Alternative Investments, Series 7, Mutual Funds, ETFs, Managed Futures, Commodity Markets, Securities, Asset Management, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Strategic Financial..., Fixed Income, Investment Strategies, Investment Management, Equities, Investment Advisory, Hedge Funds, Derivatives, Capital Markets
Education
Ohio University 1998 — 2002
BS, Finance
Hatteras Funds October 2013 - Present
Arrow Funds June 2008 - October 2013
Principal Financial Group October 2004 - July 2007
Principal Financial Group October 2004 - October 2005
Skills
Investments, Funding, Alternative Investments, Series 7, Mutual Funds, ETFs, Managed Futures, Commodity Markets, Securities, Asset Management, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Strategic Financial..., Fixed Income, Investment Strategies, Investment Management, Equities, Investment Advisory, Hedge Funds, Derivatives, Capital Markets
Education
Ohio University 1998 — 2002
BS, Finance
Adrian Bachman's Arrow Funds Experience June 2008 - July 2014
Job Portfolio Manager at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments August 2014 - Present
Arrow Funds June 2008 - July 2014
Rydex Investments July 1997 - June 2008
Rydex Investments July 1997 - June 2008
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Equities, Investment Advisory, Fixed Income, Investment Strategies, Securities, Investment Management, Wealth Management, ETFs, Options, Bloomberg, Derivatives, Trading
Education
University of Maryland College Park 1991 — 1995
BS, Finance and International Business
University of Maryland College Park 1991 — 1995
Bachelor of Science (BS), Finance and International Business
Guggenheim Investments August 2014 - Present
Arrow Funds June 2008 - July 2014
Rydex Investments July 1997 - June 2008
Rydex Investments July 1997 - June 2008
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Investments, Asset Managment, Portfolio Management, Series 7, Hedge Funds, Equities, Investment Advisory, Fixed Income, Investment Strategies, Securities, Investment Management, Wealth Management, ETFs, Options, Bloomberg, Derivatives, Trading
Education
University of Maryland College Park 1991 — 1995
BS, Finance and International Business
University of Maryland College Park 1991 — 1995
Bachelor of Science (BS), Finance and International Business
John Paul Rothenberg's Arrow Funds Experience January 2008 - August 2010
Job Economist at the CFTC
Industry Investment Management
Experience
Commodity Futures Trading Commission May 2010 - Present
Arrow Funds January 2008 - August 2010
Skills
Quantitative Analytics, Derivatives, Economics, Capital Markets, Commodity, Econometrics, Financial Regulation, Bloomberg, Financial Markets, Financial Modeling, Analysis, Fixed Income, Equities
Education
Salisbury University - Perdue School of Business 2006 — 2007
B.A., Economics
Salisbury University - Perdue School of Business 2006 — 2007
B.S., Finance
Commodity Futures Trading Commission May 2010 - Present
Arrow Funds January 2008 - August 2010
Skills
Quantitative Analytics, Derivatives, Economics, Capital Markets, Commodity, Econometrics, Financial Regulation, Bloomberg, Financial Markets, Financial Modeling, Analysis, Fixed Income, Equities
Education
Salisbury University - Perdue School of Business 2006 — 2007
B.A., Economics
Salisbury University - Perdue School of Business 2006 — 2007
B.S., Finance
William Flaig's Arrow Funds Experience 2007 - Present
Job Chief Investment Officer at Arrow Funds
Industry Investment Management
Experience
Arrow Funds 2007 - Present
Rydex Investments 2000 - 2005
Bankers Trust 1992 - 1998
Skills
Portfolio Management, Investments, Trading, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Series 7, Equities, Asset Management, Investment Advisory, Fixed Income, Wealth Management, Securities, Derivatives, Series 63, Tactical Asset...
Education
Purdue University 1987 — 1991
B.S. Management, Minors in Finance and Military History
Arrow Funds 2007 - Present
Rydex Investments 2000 - 2005
Bankers Trust 1992 - 1998
Skills
Portfolio Management, Investments, Trading, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Series 7, Equities, Asset Management, Investment Advisory, Fixed Income, Wealth Management, Securities, Derivatives, Series 63, Tactical Asset...
Education
Purdue University 1987 — 1991
B.S. Management, Minors in Finance and Military History
Lori Klash Winkler's Arrow Funds Experience March 2011 - Present
Job at Arrow Funds
Industry Financial Services
Experience
Arrow Funds March 2011 - Present
Rydex Investments 2006 - 2010
USE Credit Union 2005 - 2006
California Coast Credit Union 2000 - 2005
The Arc of York County 1999 - 2000
Skills
Marketing Communications, Copywriting, Newsletters, Advertising, Corporate Communications, Strategic Communications, Editing, Reputation Management, Internal Communications, Public Relations, Marketing Strategy, Product Marketing, Integrated Marketing, Social Media, Project Management, Press Releases, Web Content, Crisis Communications, Mutual Funds, Email Marketing, Media Relations, Speech Writing, Strategic Planning, Direct Marketing, Marketing, Investments, Market Research, Social Media Marketing, Asset Management
Education
Shippensburg University of Pennsylvania 1995 — 1999
Broadcast Journalism, Political Science
Arrow Funds March 2011 - Present
Rydex Investments 2006 - 2010
USE Credit Union 2005 - 2006
California Coast Credit Union 2000 - 2005
The Arc of York County 1999 - 2000
Skills
Marketing Communications, Copywriting, Newsletters, Advertising, Corporate Communications, Strategic Communications, Editing, Reputation Management, Internal Communications, Public Relations, Marketing Strategy, Product Marketing, Integrated Marketing, Social Media, Project Management, Press Releases, Web Content, Crisis Communications, Mutual Funds, Email Marketing, Media Relations, Speech Writing, Strategic Planning, Direct Marketing, Marketing, Investments, Market Research, Social Media Marketing, Asset Management
Education
Shippensburg University of Pennsylvania 1995 — 1999
Broadcast Journalism, Political Science