Ashfield Capital Partners, LLC

Ashfield Capital Partners, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ashfield Capital Partners, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Ashfield Capital Partners, LLC Salaries. You can even request information on how much does Ashfield Capital Partners, LLC pay if you want to. Learn about salaries, pros and cons of working for Ashfield Capital Partners, LLC directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

27 Ashfield Capital Partners, LLC employees in database. Find out everything there's to know about Ashfield Capital Partners, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Ashfield Capital Partners, LLC Employees

Employee
Years
Job
Industry
Paul Leung Paul Leung San Francisco Bay Area Details
Paul Leung's Ashfield Capital Partners, LLC Experience January 2011 - March 2012
Job Analyst at RS Investments
Industry Financial Services
Experience
RS Investments  March 2012 - Present
Ashfield Capital Partners, LLC   January 2011 - March 2012
Sterling Johnston Capital Management   July 2009 - December 2010
Sterling Johnston Capital Management   May 2002 - September 2009
Citigroup  July 2001 - December 2001
Citigroup  1999 - 2001
Insignia/ESG, Inc   January 1996 - January 1998

Skills
Equity Research, Portfolio Management, Technology Coverage, Equities, Financial Modeling, Valuation, Investment Banking, Asset Management, Hedge Funds, Mutual Funds, Financial Analysis, Due Diligence, Analysis, Finance

Education
Cornell University   1995 — 1999
BS, Applied Economics and Business Management

Stuyvesant High School   1991 — 1995

Deke Marquardt Deke Marquardt Burlingame, California Details
Deke Marquardt's Ashfield Capital Partners, LLC Experience June 2015 - Present
Job Research Analyst Intern at Ashfield Capital Partners, LLC
Industry Financial Services
Experience
Ashfield Capital Partners, LLC   June 2015 - Present
Netpulse  July 2014 - August 2014
Netpulse  August 2013 - 2013

Skills
SaaS, Microsoft Excel, Product Management, Leadership, Marketing, Marketing Strategy, Start-ups, Social Networking, Business Analysis, Time Management, Strategic Planning, Team Leadership

Education
Tulane University   2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General, Junior

RJ Rittereiser RJ Rittereiser Greater Philadelphia Area Details
RJ Rittereiser's Ashfield Capital Partners, LLC Experience December 2011 - May 2013
Job Vice President, Business Development LPL Financial www.FINRA.org, www.SIPC.org
Industry Financial Services
Experience
LPL Financial  November 2013 - Present
Edelman Financial Services  May 2013 - June 2013
Ashfield Capital Partners, LLC   December 2011 - May 2013
Evermore Global Advisors   2011 - October 2011
UBS Wealth Management  September 2002 - October 2010
UBS Wealth Management  September 2002 - April 2004
Merrill Lynch  May 1997 - September 2002

Skills
FINRA, Talent Acquisition, Sales Leadership..., Manage Client..., Alternative Investments, Strategic Financial..., Series 7, Insurance, Sales Organization..., Private Clients, High Net Worth..., Client Origination, Financial Advisory, Series 63, Series 9, Series 10, Mutual Funds, Equities, Separate Accounts

Education
Providence College   1991 — 1995
BA, History

Lesley Jones Lesley Jones San Francisco Bay Area Details
Lesley Jones's Ashfield Capital Partners, LLC Experience June 2008 - Present
Job Chief Compliance Officer at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   June 2008 - Present
Husic Capital Management  March 2004 - June 2008
Fremont Investment Advisors/Fremont Mutual Funds   January 2002 - March 2004

Skills
Asset Management, Hedge Funds, Mutual Funds, Equities, Compliance, Securities, Securities Regulation, Risk Management, Investments, Risk, AML, Financial Risk, Investment Advisory

Education
University of California, Berkeley
Bachelor of Arts (B.A.), English

Mark Werner, CFA Mark Werner, CFA San Francisco Bay Area Details
Mark Werner, CFA's Ashfield Capital Partners, LLC Experience August 2015 - Present
Job Senior Investment Analyst / Product Specialist at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   August 2015 - Present
Ashfield Capital Partners, LLC   March 2014 - August 2015
Ashfield Capital Partners, LLC   February 2013 - March 2014
Ashfield Capital Partners, LLC   March 2012 - February 2013
Ashfield Capital Partners, LLC   September 2010 - March 2012
AXA Rosenberg  March 2010 - September 2010
AXA Rosenberg Investment Management  August 2006 - March 2010
RCM Capital Management LLC   December 2003 - July 2006

Education
St. Mary's College of California   2009 — 2010
M.S., Financial Analysis and Investment Management

Arizona State University, W. P. Carey School of Business   1999 — 2003
B.S., Marketing

Jennifer Weir Jennifer Weir San Francisco, California Details
Jennifer Weir's Ashfield Capital Partners, LLC Experience February 2013 - Present
Job Investment Analyst at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   February 2013 - Present
Ashfield Capital Partners, LLC   February 2011 - January 2013
Ashfield Capital Partners, LLC   January 2007 - January 2011
Northwest Mutual Funds, Inc. (now NEI Investments)   May 2005 - December 2005
Mackenzie Financial Corp.   May 2004 - April 2005
Mackenzie Financial Corp.   July 2003 - May 2004

Skills
Sector Analysis, Stock Analysis, Correlation Analysis, Thomson Baseline, Starmine, Bloomberg, Thomson Reuters, Equities, Investments, Stock Valuation, Wealth Management, Analysis, Portfolio Management, Mutual Funds, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Analysis

Education
Wall Street Prep   2014 — 2014
Financial and Valuation Modeling Boot Camp

University of San Francisco   2008 — 2010
M.Sc. in Financial Analysis

University of Manitoba   2000 — 2003
Bachelor of Commerce (Honors)

Ecole supérieure des Sciences économiques et commerciales   2001 — 2002
Business Studies, Exchange Student

Alexandra Sasha Bogorad Alexandra Sasha Bogorad San Francisco, California Details
Alexandra Sasha Bogorad's Ashfield Capital Partners, LLC Experience May 2008 - September 2011
Job Team Assistant at PwC
Industry Consumer Services
Experience
PwC  January 2014 - Present
Exigen Services  September 2011 - October 2012
Ashfield Capital Partners, LLC   May 2008 - September 2011
Pay By Touch  2007 - 2008

Skills
Social Media Marketing, Event Management, Social Media, Email Marketing, Microsoft Excel, Event Planning, Public Relations, Microsoft Office, Marketing Communications, PowerPoint, Marketing Strategy, Social Networking, Entrepreneurship, Salesforce.com, Customer Service

Education
San Francisco State University   2003 — 2007
Bachelor of Arts, Criminal Justice

Ellin Purdom Ellin Purdom San Francisco Bay Area Details
Ellin Purdom's Ashfield Capital Partners, LLC Experience April 1982 - March 2015
Job Director of Social Networking at Toffee Talk
Industry Food & Beverages
Experience
CJ's Toffee & Toppings, LLC   September 2009 - Present
Ashfield Capital Partners, LLC   April 1982 - March 2015
Sir Francis Drake High School - Drake Fund   August 2002 - June 2011

Skills
Financial Analysis, Investments, Social Networking, Social Media Marketing, Coaching, Leadership, Management, Marketing, Business Development, Marketing Strategy, Social Media, Public Speaking, Start-ups, Team Leadership, Strategic Planning, Strategic Partnerships, Microsoft Office, Budgets, Marketing Communications, Fundraising, Public Relations, Strategy, Entrepreneurship, Event Planning, Online Marketing, Nonprofits, Email Marketing, Small Business, Online Advertising, Product Marketing, Sales, Team Building, Advertising, Salesforce.com, Lead Generation

Education
University of California, Berkeley   1976 — 1980
BA, Social Welfare

Piedmont High School   1976 — 1976

Joe Caticchio, CFA Joe Caticchio, CFA Greater Chicago Area Details
Joe Caticchio, CFA's Ashfield Capital Partners, LLC Experience 2008 - 2011
Job Director of Marketing and Client Service at Piermont Capital Management
Industry Investment Management
Experience
Piermont Capital Management   April 2011 - Present
Ashfield Capital Partners, LLC   2008 - 2011
ULLICO  2005 - 2007
Harris Investment Management  1999 - 2005
Investment Advisors, Inc.   1995 - 1999
Banc One Investment Advisors  1993 - 1995
Hewitt Associates  1989 - 1993

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1995
MBA, Finance

University of Minnesota Duluth   1980 — 1985
BBA, Finance, Economics, Marketing

Wayzata High School   1977 — 1980

Gregory Jones, CFA Gregory Jones, CFA San Francisco Bay Area Details
Gregory Jones, CFA's Ashfield Capital Partners, LLC Experience January 2011 - Present
Job Director of Global Equities at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   January 2011 - Present
Omega Advisors  March 2010 - January 2011
Jadeite Capital, LLC   November 2006 - December 2010
Clay Finlay, Inc.   January 1995 - August 2006
Northern Trust  January 1985 - November 1994

Skills
Hedge Funds, Investments, Mutual Funds, Equity Research, Asset Management, Portfolio Management, Bloomberg, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, Capital Markets, Investment Advisory, Securities

Education
University of Chicago   1989 — 1993
Master of Business Administration (MBA), Finance

Duke University   1977 — 1981
Bachelor of Arts (B.A.), Economics

Jeff Johnson, CFA Jeff Johnson, CFA Walnut Creek, California Details
Jeff Johnson, CFA's Ashfield Capital Partners, LLC Experience August 2004 - March 2011
Job Director of Valuation and Analytics at Allied Business Group
Industry Financial Services
Experience
Allied Business Group  August 2015 - Present
Burr Pilger Mayer  January 2013 - August 2015
Market2Mobile/Textmunication   April 2011 - October 2012
Ashfield Capital Partners, LLC   August 2004 - March 2011

Skills
Predictive Analytics, Business Intelligence, Financial Modeling, Valuation, Finance, Forecasting, Alternative Investments, Due Diligence, Portfolio Management, Intellectual Property, Tax, Accounting, Buy-Side Advisory, Sell-Side Advisory, Statistics, Mergers & Acquisitions, Investment Banking, Venture Capital, Financial Reporting, Start-ups, Hedge Funds, Corporate Finance, Business Strategy, Strategic Planning, Economics, Private Equity, Financial Analysis, Strategy, Mutual Funds, Fundamental Analysis, Investment Advisory, Financial Services, Investments, Asset Management, Management, Capital Markets, Equity Research, Investment Management, Securities, Corporate Development, Wealth Management, Investment Strategies, Strategic Financial..., Equities, Analysis

Education
Northwestern University   2014 — 2015
M.S., Predictive Analytics (in progress), Predictive Analytics

Harvard University   1997 — 2003
B.A, Statistics

Roger Smith, CIMA®, CFP® Roger Smith, CIMA®, CFP® Greater Denver Area Details
Roger Smith, CIMA®, CFP®'s Ashfield Capital Partners, LLC Experience August 2011 - April 2013
Job Senior VicePresident, Senior Wealth Advisor Vectra Wealth Advisors
Industry Financial Services
Experience
Vectra Bank Colorado, Vectra Wealth Advisors   October 2014 - Present
BOK Financial  April 2013 - October 2014
Ashfield Capital Partners, LLC   August 2011 - April 2013
UBS Wealth Management  May 2009 - April 2011
UBS Wealth Management  April 2008 - May 2009
Morgan Stanley  May 2006 - April 2008
Morgan Stanley  January 2004 - May 2006
Morgan Stanley  October 1999 - December 2003
Merrill Lynch  August 1994 - October 1999
Securities Corporation of Iowa  June 1989 - July 1994

Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management

Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance

Wharton School of Business- IMCA Program

Christine Nicklos, MA, QMHP, LPC Christine Nicklos, MA, QMHP, LPC Chicago, Illinois Details
Christine Nicklos, MA, QMHP, LPC's Ashfield Capital Partners, LLC Experience February 2008 - May 2008
Job Art Therapist & Mental Health Counselor
Industry Mental Health Care
Experience
Communities In Schools National Office  May 2015 - Present
Cabrini Connections  September 2013 - June 2015
Illinois Art Therapy Association  October 2012 - December 2014
Trilogy Behavioral Healthcare  March 2014 - June 2014
Illinois Art Therapy Association (IATA)   August 2011 - October 2012
Art Therapy Connection  August 2010 - June 2011
Illinois Art Therapy Association  October 2009 - June 2011
Jewish Council on Urban Affairs  January 2010 - June 2010
Chicago Cares  February 2009 - January 2010
Ashfield Capital Partners, LLC   February 2008 - May 2008

Skills
Group Therapy, Mental Health Counseling, Psychotherapy, Art Therapy, Adolescents, Counseling Psychology, Interventions, Art, Therapists, Fine Art, Art Exhibitions, Psychology, Self-esteem, Stress Management, Clinical Supervision, Crisis Intervention, Mental Health, Play Therapy, Family Therapy, Social Services, Community Outreach, Google Groups, Editing, Poetry, Dance, Mindfulness, Case Management

Education
Adler University   2009 — 2011
M.A., Counseling Psychology, Art Therapy

Harold Washington & Wilbur Wright C.C.   2008 — 2009
N/A, Psychology

San Diego State University-California State University   1991 — 1996
B.F.A., Fine Arts

Cervantes Institute
Spanish, Pass

Christopher Bertinelli, CIMA Christopher Bertinelli, CIMA Greater New York City Area Details
Christopher Bertinelli, CIMA's Ashfield Capital Partners, LLC Experience 2010 - September 2011
Job Regional Director at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners  September 2013 - Present
Tocqueville Asset Management  September 2011 - September 2013
Ashfield Capital Partners, LLC   2010 - September 2011
Morgan Stanley Smith Barney  2003 - 2010
Fred Alger Management  1999 - 2003
MFS Investment Management  1997 - 1998

Skills
Mutual Funds, Alternative Investments, Series 63, ETFs, Separately Managed..., Series 7, Series 24, Series 65, External Wholesaling, RIAs (Registered..., Independent Broker..., Wire House Firms, Third Party Distribution, National and Key..., UITs, Sub-Advisory and..., Asset Allocation, FINRA, Financial Advisory, Financial Services, Investment Advisory, Investment Management, Investments, Portfolio Management, Securities, Unit Investment Trusts, Wealth Management

Education
University of Pennsylvania - The Wharton School   2005 — 2005
CIMA, Certified Investment Management Analyst

Boston University   1993 — 1997
BA, International Relations, Economics

Peter Coen Peter Coen San Francisco Bay Area Details
Peter Coen's Ashfield Capital Partners, LLC Experience April 2006 - June 2013
Job
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   April 2006 - June 2013
Bisys (San Francisco)   September 2005 - March 2006
Natixis Global Associates (Oakland)   April 1999 - November 2004
RCM Capital Management (San Francisco)   June 1994 - February 1999

Skills
Client Services, Asset Management, Equities, Investments, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Securities, Bloomberg, Capital Markets, Investment Management, Financial Analysis, Series 7, Financial Modeling

Education
University of California, Berkeley   2009 — 2011
Certificate in Project Management

University College Dublin
B.A., History/Political Science

Jenny Ting Lynch Jenny Ting Lynch San Francisco Bay Area Details
Jenny Ting Lynch's Ashfield Capital Partners, LLC Experience November 2007 - February 2011
Job Marketing Group Manager at Ashfield Capital Partners
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   November 2007 - February 2011
Husic Capital Management  February 2005 - November 2007
Capital Group Companies  1997 - 2000

Education
Amherst College
B.A., English

Head-Royce School

Tim Sheridon Tim Sheridon San Francisco Bay Area Details
Tim Sheridon's Ashfield Capital Partners, LLC Experience September 2005 - Present
Job Head Trader at Ashfield Capital Partners, LLC
Industry Financial Services
Experience
Ashfield Capital Partners, LLC   September 2005 - Present
Harris Bretall Sullivan and Smith   1992 - 1995
Kidder Peabody  1983 - 1992

Skills
Trading, Equities, Portfolio Management, Bloomberg, Fixed Income, Asset Management, Investments, Trading Systems, Equity Trading

Education
University of California, Berkeley   1980 — 1984
Bachelor of Science (BS), 1984

G Szeto G Szeto San Francisco Bay Area Details
G Szeto's Ashfield Capital Partners, LLC Experience September 2004 - March 2015
Job
Industry Events Services
Experience
Ashfield Capital Partners, LLC   September 2004 - March 2015
Self-employed  1999 - 2006
Producers Network   1994 - 1999
Mason St. Theatre   1994 - 1999

Skills
Microsoft Excel, Project Management, Software Documentation, Team Building, Event Planning, Leadership, Microsoft Office, Program Management, Strategic Planning, Risk Management, Management

Education
San Francisco State University, College of Business   1992 — 1995
BS

College Park High School

David G. Dillon, CFA David G. Dillon, CFA San Francisco Bay Area Details
David G. Dillon, CFA's Ashfield Capital Partners, LLC Experience August 2012 - Present
Job Senior Investment Analyst Information Technology at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   August 2012 - Present
HighMark Capital Management  2007 - August 2012
Wells Capital Management  2002 - 2007
JP Morgan H&Q   2000 - 2002

Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Mutual Funds, Technology, Semiconductor Industry, Hedge Funds, Bloomberg

Education
University of California, Santa Barbara   1988 — 1992
BA, Business Economics

Pragna Shere Pragna Shere San Francisco, California Details
Pragna Shere's Ashfield Capital Partners, LLC Experience October 2013 - Present
Job Portfolio Manager/Analyst at Ashfield Capital Partners, LLC
Industry Investment Management
Experience
Ashfield Capital Partners, LLC   October 2013 - Present
United Nations Joint Staff Pension Fund  March 2013 - October 2013
Bryan Garnier & Co   June 2010 - February 2013
Clay Finlay  1990 - 2008

Skills
Capital Markets, Chartered Financial..., Equities, Investment Banking, Investments, Bloomberg, Financial Markets, Equity Research, Fixed Income, Asset Managment, Trading, Equity Derivatives, Electronic Trading, Hedge Funds, Valuation, ETFs, Derivatives, Mutual Funds, Private Equity, IPO, Financial Modeling, Special Situations, Portfolio Management, Alternative Investments

Education
Stony Brook University   1984 — 1988
Bachelors, Economics

Shaun Howard Shaun Howard San Francisco Bay Area Details
Shaun Howard's Ashfield Capital Partners, LLC Experience February 2006 - March 2007
Job Provides world class Client Services to enhance SVB's Private Bank Client Relationships.
Industry Financial Services
Experience
SVB Financial Group  May 2014 - Present
The Bank of New York Mellon  January 2010 - April 2014
Towers Watson  March 2007 - November 2009
Ashfield Capital Partners, LLC   February 2006 - March 2007
Academy of Art University  September 1998 - February 2006

Skills
Management, Project Management, Team Building, Strategic Planning, Risk Management, Recruiting, Software Documentation, Integration, Finance, Due Diligence, Data Analysis, Banking, Policy, Organizational..., Auditing, Analysis, Financial Services, Portfolio Management, Investments

Education
University of San Francisco   1999 — 2001
MPA, Masters in Public Administration

University of California, Berkeley   1996 — 1998
BA, Sociology