Ashbridge Investment Management
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Ashbridge Investment Management Employees
Employee
Years
Job
Industry
Kimberly Peterson, CFA Kimberly Peterson, CFA's Ashbridge Investment Management Experience 2000 - 2010
Job Founder at Open Architecture Consulting LLC
Industry Financial Services
Experience
Open Architecture Consulting LLC April 2011 - Present
Ashbridge Investment Management 2000 - 2010
Kalson & Associates 1998 - 2000
Morgan Stanley Investment Management 1996 - 1998
Hamilton & Company 1992 - 1995
Skills
Investments, Alternative Investments, Hedge Funds, Equities, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Income, Mutual Funds, Private Equity, Valuation, Wealth Management, Financial Analysis, Investment Advisory, Capital Markets
Education
Rider University 1995 — 1997
Master of Business Administration (MBA)
Rider University 1988 — 1992
Bachelor of Science (BS), Finance, Summa cum laude
Open Architecture Consulting LLC April 2011 - Present
Ashbridge Investment Management 2000 - 2010
Kalson & Associates 1998 - 2000
Morgan Stanley Investment Management 1996 - 1998
Hamilton & Company 1992 - 1995
Skills
Investments, Alternative Investments, Hedge Funds, Equities, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Income, Mutual Funds, Private Equity, Valuation, Wealth Management, Financial Analysis, Investment Advisory, Capital Markets
Education
Rider University 1995 — 1997
Master of Business Administration (MBA)
Rider University 1988 — 1992
Bachelor of Science (BS), Finance, Summa cum laude
Jeff Hollowniczky Jeff Hollowniczky's Ashbridge Investment Management Experience October 2000 - May 2007
Job Business and Tax Manager at Terra Nova Services, LLC
Industry Financial Services
Experience
Terra Nova Services, LLC December 2011 - Present
Technology Sales Resource Interactive December 2009 - December 2011
Legacy Planning Partners August 2007 - September 2009
Ashbridge Investment Management October 2000 - May 2007
PricewaterhouseCoopers June 1998 - October 2000
Morrison Cogen LLC August 1990 - May 1998
Skills
Strategic Financial..., Investments, Accounting, Strategy, Internal Controls, Financial Modeling, Strategic Planning, Business Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science, Accounting
Terra Nova Services, LLC December 2011 - Present
Technology Sales Resource Interactive December 2009 - December 2011
Legacy Planning Partners August 2007 - September 2009
Ashbridge Investment Management October 2000 - May 2007
PricewaterhouseCoopers June 1998 - October 2000
Morrison Cogen LLC August 1990 - May 1998
Skills
Strategic Financial..., Investments, Accounting, Strategy, Internal Controls, Financial Modeling, Strategic Planning, Business Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Science, Accounting
Ankur Patel, CFA Ankur Patel, CFA's Ashbridge Investment Management Experience September 2004 - September 2005
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Private Banking - Assets & Investments March 2010 - Present
BlackRock July 2006 - April 2009
Ashbridge Investment Management September 2004 - September 2005
Penn Mutual September 2003 - March 2004
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelor of Science, Finance, Accounting & Economics
Credit Suisse Private Banking - Assets & Investments March 2010 - Present
BlackRock July 2006 - April 2009
Ashbridge Investment Management September 2004 - September 2005
Penn Mutual September 2003 - March 2004
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelor of Science, Finance, Accounting & Economics
Libby Rosenberg Libby Rosenberg's Ashbridge Investment Management Experience July 1998 - December 1999
Job Consultant at Libby Rosenberg Marketing
Industry Marketing and Advertising
Experience
Libby Rosenberg Marketing January 2015 - Present
Telerx August 2014 - January 2015
Merck January 2012 - March 2014
Access Group October 2010 - January 2012
Access Group August 2009 - October 2010
Advanta October 2008 - January 2009
Greater Philadelphia Tourism Marketing Corp. October 2006 - September 2008
Greater Philadelphia Tourism Marketing Corp. April 2001 - June 2007
Drexel University January 2000 - June 2001
Ashbridge Investment Management July 1998 - December 1999
Skills
Social Media, Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Marketing Strategy, Advertising, Social Networking, Public Relations, Strategic Planning, Editing, Direct Marketing, Public Speaking, Non-profits, Copywriting, Project Management, Agency Mgmt, Nonprofits, Direct Mail, Blogging, E-commerce, Integrated Marketing, Mobile Marketing
Education
Drexel University 2000 — 2001
MS (pending thesis), Arts Administration
Temple University 1996 — 1997
Music
Ashland University 1990 — 1995
BA, Music, Business Management
Avon Lake High School 1986 — 1990
Libby Rosenberg Marketing January 2015 - Present
Telerx August 2014 - January 2015
Merck January 2012 - March 2014
Access Group October 2010 - January 2012
Access Group August 2009 - October 2010
Advanta October 2008 - January 2009
Greater Philadelphia Tourism Marketing Corp. October 2006 - September 2008
Greater Philadelphia Tourism Marketing Corp. April 2001 - June 2007
Drexel University January 2000 - June 2001
Ashbridge Investment Management July 1998 - December 1999
Skills
Social Media, Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Marketing Strategy, Advertising, Social Networking, Public Relations, Strategic Planning, Editing, Direct Marketing, Public Speaking, Non-profits, Copywriting, Project Management, Agency Mgmt, Nonprofits, Direct Mail, Blogging, E-commerce, Integrated Marketing, Mobile Marketing
Education
Drexel University 2000 — 2001
MS (pending thesis), Arts Administration
Temple University 1996 — 1997
Music
Ashland University 1990 — 1995
BA, Music, Business Management
Avon Lake High School 1986 — 1990
Mark deVries, CFA, CAIA Mark deVries, CFA, CAIA's Ashbridge Investment Management Experience October 2005 - March 2010
Job Director of Manager Research at Threshold Group
Industry Financial Services
Experience
Threshold Group October 2012 - Present
Threshold Group April 2010 - October 2012
Ashbridge Investment Management October 2005 - March 2010
UBS Financial Services September 2001 - September 2005
Skills
Asset Allocation, Portfolio Management, Investments, Investment Strategies, Asset Management, Equities, Financial Modeling, Alternative Investments, Wealth Management, Fixed Income, Hedge Funds, Capital Markets, Private Equity, Valuation, Investment Management
Education
Bucknell University 1997 — 2001
BSBA, Business Administration and Management, General
Threshold Group October 2012 - Present
Threshold Group April 2010 - October 2012
Ashbridge Investment Management October 2005 - March 2010
UBS Financial Services September 2001 - September 2005
Skills
Asset Allocation, Portfolio Management, Investments, Investment Strategies, Asset Management, Equities, Financial Modeling, Alternative Investments, Wealth Management, Fixed Income, Hedge Funds, Capital Markets, Private Equity, Valuation, Investment Management
Education
Bucknell University 1997 — 2001
BSBA, Business Administration and Management, General
Vladimir Belinsky Vladimir Belinsky's Ashbridge Investment Management Experience January 1997 - January 2000
Job President at Hermitage Advisors, Regestered Investment Advisor
Industry Investment Management
Experience
Hermitage Advisors June 2003 - Present
Ashbridge Investment Management January 1997 - January 2000
Trust Company of the West January 1994 - March 1996
Sanford C. Bernstein January 1989 - July 1992
Robertson Coleman and Stephens March 1986 - January 1989
Skills
Investment Management, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Reasearch, Manager Research, Due Diligence, Private Equity, Venture Capital, Multi-generational..., Asset Protection, Strategic Planning, Public Speaking, Investments
Education
Santa Clara University 1973 — 1977
BA, Humanities
Hermitage Advisors June 2003 - Present
Ashbridge Investment Management January 1997 - January 2000
Trust Company of the West January 1994 - March 1996
Sanford C. Bernstein January 1989 - July 1992
Robertson Coleman and Stephens March 1986 - January 1989
Skills
Investment Management, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Investment Reasearch, Manager Research, Due Diligence, Private Equity, Venture Capital, Multi-generational..., Asset Protection, Strategic Planning, Public Speaking, Investments
Education
Santa Clara University 1973 — 1977
BA, Humanities
David Holtzman CFA, CFP®, CTFA David Holtzman CFA, CFP®, CTFA's Ashbridge Investment Management Experience February 2004 - June 2010
Job Senior Vice President at Bryn Mawr Trust Company
Industry Investment Management
Experience
Bryn Mawr Trust Company (formerly Davidson Trust Company) November 2010 - Present
Ashbridge Investment Management February 2004 - June 2010
Signature Investment Management May 2002 - February 2004
SEI Investments March 2000 - May 2002
Vanguard Group November 1997 - March 2000
Skills
Portfolio Management, Asset Allocation, Investments, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investment Management, Investment Policy, Investment Advisory, Family Office
Education
Bucknell University 1982 — 1986
Bachelor of Arts (BA), Economics
Bryn Mawr Trust Company (formerly Davidson Trust Company) November 2010 - Present
Ashbridge Investment Management February 2004 - June 2010
Signature Investment Management May 2002 - February 2004
SEI Investments March 2000 - May 2002
Vanguard Group November 1997 - March 2000
Skills
Portfolio Management, Asset Allocation, Investments, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investment Management, Investment Policy, Investment Advisory, Family Office
Education
Bucknell University 1982 — 1986
Bachelor of Arts (BA), Economics
Kent Bonniwell's Ashbridge Investment Management Experience May 1995 - December 1998
Job President at AlphaHedge Capital Partners, LLC
Industry Financial Services
Experience
AlphaHedge Capital Partners, LLC October 2011 - Present
Thomson Reuters September 2010 - May 2011
ADVISORport, a PFPC Company October 1999 - February 2011
Persimmon Capital Management December 1998 - December 2005
Ashbridge Investment Management May 1995 - December 1998
Ernst & Young September 1993 - May 1995
Education
Franklin & Marshall College 1989 — 1993
AlphaHedge Capital Partners, LLC October 2011 - Present
Thomson Reuters September 2010 - May 2011
ADVISORport, a PFPC Company October 1999 - February 2011
Persimmon Capital Management December 1998 - December 2005
Ashbridge Investment Management May 1995 - December 1998
Ernst & Young September 1993 - May 1995
Education
Franklin & Marshall College 1989 — 1993
Marc Antosy, CFA's Ashbridge Investment Management Experience January 2002 - December 2003
Job Senior Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments February 2013 - Present
Attalus Capital January 2008 - December 2012
Richcourt Fund Advisors January 2004 - December 2007
Ashbridge Investment Management January 2002 - December 2003
Russell/Mellon Analytical Services August 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Derivatives, High Yield, Bloomberg Terminal
Education
University of Pittsburgh 1995 — 1999
Bachelor of Science (B.S.), Finance
SEI Investments February 2013 - Present
Attalus Capital January 2008 - December 2012
Richcourt Fund Advisors January 2004 - December 2007
Ashbridge Investment Management January 2002 - December 2003
Russell/Mellon Analytical Services August 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Derivatives, High Yield, Bloomberg Terminal
Education
University of Pittsburgh 1995 — 1999
Bachelor of Science (B.S.), Finance
Louisa Wright (Sellers)'s Ashbridge Investment Management Experience March 1999 - March 2004
Job Owner, Weightman Wealth Advisory, LLC
Industry Financial Services
Experience
Weightman Wealth Advisory, LLC November 2007 - Present
Verdis Wealth Management June 2006 - July 2007
Lydian Wealth Management March 2004 - May 2006
Ashbridge Investment Management March 1999 - March 2004
Wilmington Trust Company February 1992 - February 1999
Morgan Stanley 1987 - 1992
Skills
Investments, Estate Planning, Asset Allocation, Wealth, Portfolio Management, Wealth Management, Retirement, High Net Worth..., Financial Advisory, Finance, Fundraising, Wealth Management...
Education
Trinity College-Hartford 1981 — 1985
BA, Economics
IES Abroad 1983 — 1983
European Union
The Hotchkiss School 1978 — 1981
Springside School 1968 — 1978
Weightman Wealth Advisory, LLC November 2007 - Present
Verdis Wealth Management June 2006 - July 2007
Lydian Wealth Management March 2004 - May 2006
Ashbridge Investment Management March 1999 - March 2004
Wilmington Trust Company February 1992 - February 1999
Morgan Stanley 1987 - 1992
Skills
Investments, Estate Planning, Asset Allocation, Wealth, Portfolio Management, Wealth Management, Retirement, High Net Worth..., Financial Advisory, Finance, Fundraising, Wealth Management...
Education
Trinity College-Hartford 1981 — 1985
BA, Economics
IES Abroad 1983 — 1983
European Union
The Hotchkiss School 1978 — 1981
Springside School 1968 — 1978
Don Browne's Ashbridge Investment Management Experience January 1999 - December 2000
Job Director at Barclays Wealth
Industry Financial Services
Experience
Barclays Wealth 2009 - Present
Morgan Stanley Private Wealth Management 2001 - 2008
Ashbridge Investment Management January 1999 - December 2000
Bank of America 1996 - 1998
Citibank Private Bank 1986 - 1995
Skills
Wealth Management, Fixed Income, Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management
Education
Trinity College-Hartford 1963 — 1967
BA, Economics
Barclays Wealth 2009 - Present
Morgan Stanley Private Wealth Management 2001 - 2008
Ashbridge Investment Management January 1999 - December 2000
Bank of America 1996 - 1998
Citibank Private Bank 1986 - 1995
Skills
Wealth Management, Fixed Income, Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Portfolio Management
Education
Trinity College-Hartford 1963 — 1967
BA, Economics
Adam Waldron's Ashbridge Investment Management Experience June 2001 - March 2010
Job Executor and Trustee
Industry Financial Services
Experience
Self employed March 2010 - Present
Ashbridge Investment Management June 2001 - March 2010
Wilmington Trust Company January 1994 - January 2001
Delaware Trust 1987 - 1990
Corestates Bank 1984 - 1989
Skills
Estate Planning, Equities, Wealth, Banking, Fiduciary, High Net Worth..., Wealth Management, Alternative Investments, Asset Managment, Mutual Funds, Bonds, Portfolio Management, Due Diligence, Fixed Income, Asset Management, Investments, Credit, Strategy, Manage Client..., Asset Allocation, Investment Management, Hedge Funds
Education
Widener University School of Law 2011 — 2012
Paralegal Certificate, Trusts and Estate Administration, 3.8
Hampden-Sydney College 1980 — 1984
BA, Economics/ Mathematics
Saint Andrews School 1977 — 1980
Self employed March 2010 - Present
Ashbridge Investment Management June 2001 - March 2010
Wilmington Trust Company January 1994 - January 2001
Delaware Trust 1987 - 1990
Corestates Bank 1984 - 1989
Skills
Estate Planning, Equities, Wealth, Banking, Fiduciary, High Net Worth..., Wealth Management, Alternative Investments, Asset Managment, Mutual Funds, Bonds, Portfolio Management, Due Diligence, Fixed Income, Asset Management, Investments, Credit, Strategy, Manage Client..., Asset Allocation, Investment Management, Hedge Funds
Education
Widener University School of Law 2011 — 2012
Paralegal Certificate, Trusts and Estate Administration, 3.8
Hampden-Sydney College 1980 — 1984
BA, Economics/ Mathematics
Saint Andrews School 1977 — 1980