Avatar Associates
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1970 Parent organization: Overture Asset Managers LLC
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Avatar Associates Employees
Employee
Years
Job
Industry
Tim Orr Tim Orr's Avatar Associates Experience 1991 - 1994
Job Partner, Chief Operating Officer at New York on Air
Industry Media Production
Experience
New York on Air November 2012 - Present
Monmouth Helicopter Services, LLC February 2005 - Present
Helicopter Resources January 2001 - Present
T.D. Aviation, Inc. 1994 - 2001
Avatar Associates 1991 - 1994
Skills
Aircraft, Management, Charter, Helicopters, Aviation, Commercial Aviation, Piloting, Flights, Aerial Photography, SAG
Education
Lehigh University 1986 — 1990
New York on Air November 2012 - Present
Monmouth Helicopter Services, LLC February 2005 - Present
Helicopter Resources January 2001 - Present
T.D. Aviation, Inc. 1994 - 2001
Avatar Associates 1991 - 1994
Skills
Aircraft, Management, Charter, Helicopters, Aviation, Commercial Aviation, Piloting, Flights, Aerial Photography, SAG
Education
Lehigh University 1986 — 1990
Edie Margolis Edie Margolis's Avatar Associates Experience July 2011 - July 2011
Job Assistant Buyer at Ross Stores, Inc.
Industry Apparel & Fashion
Experience
Ross Stores, Inc. July 2014 - Present
Stella & Dot May 2011 - May 2014
Ross Stores, Inc. June 2013 - August 2013
Nordstrom May 2012 - January 2013
Nordstrom May 2012 - August 2012
RSO March 2012 - April 2012
Avatar Associates July 2011 - July 2011
Rockfish Seafood Grill April 2010 - August 2010
Strauss Marketing and Public Relations May 2010 - June 2010
Skills
Facebook, Social Media, Social Networking, Microsoft Excel, Event Planning, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Word, Photoshop, Marketing Communications, Marketing, Public Relations, InDesign, Public Speaking
Education
Indiana University Bloomington 2010 — 2014
Indiana University, Apparel Merchandising
Ross Stores, Inc. July 2014 - Present
Stella & Dot May 2011 - May 2014
Ross Stores, Inc. June 2013 - August 2013
Nordstrom May 2012 - January 2013
Nordstrom May 2012 - August 2012
RSO March 2012 - April 2012
Avatar Associates July 2011 - July 2011
Rockfish Seafood Grill April 2010 - August 2010
Strauss Marketing and Public Relations May 2010 - June 2010
Skills
Facebook, Social Media, Social Networking, Microsoft Excel, Event Planning, PowerPoint, Social Media Marketing, Microsoft Office, Microsoft Word, Photoshop, Marketing Communications, Marketing, Public Relations, InDesign, Public Speaking
Education
Indiana University Bloomington 2010 — 2014
Indiana University, Apparel Merchandising
Bob Kroha's Avatar Associates Experience October 2011 - June 2012
Job Vice President Citizens Securities Managed Account Solutions at Citizens Bank
Industry Financial Services
Experience
Citizens Bank July 2012 - Present
Avatar Associates October 2011 - June 2012
Ameriprise Financial Services, Inc. April 2007 - May 2010
Dreyfus September 2006 - April 2007
Evergreen Investments January 2001 - April 2005
Fidelity Investments 1994 - 2001
Putnam Investments November 1991 - November 1994
Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management
Education
Framingham State University 1986 — 1991
BA, Sociology
Archbishop Williams High School 1982 — 1986
Citizens Bank July 2012 - Present
Avatar Associates October 2011 - June 2012
Ameriprise Financial Services, Inc. April 2007 - May 2010
Dreyfus September 2006 - April 2007
Evergreen Investments January 2001 - April 2005
Fidelity Investments 1994 - 2001
Putnam Investments November 1991 - November 1994
Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management
Education
Framingham State University 1986 — 1991
BA, Sociology
Archbishop Williams High School 1982 — 1986
Karl Mergenthaler, CFA Karl Mergenthaler, CFA's Avatar Associates Experience November 2003 - January 2007
Job Executive Director at JPMorgan
Industry Financial Services
Experience
J.P. Morgan February 2007 - Present
Columbia Business School March 2013 - Present
Pace University - Lubin School of Business September 2008 - December 2013
Avatar Associates November 2003 - January 2007
Banc of America Securities June 1998 - November 2002
Arthur Andersen 1992 - 1996
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Pension Funds, Portfolio Management, Mutual Funds, Investments, ETFs, Investment Strategies, Asset Management, Fixed Income, Capital Markets, Risk Management, Emerging Markets, Equity Valuation, Financial Markets, Trading, Equity Research, Quantitative Analytics, Quantitative Finance, Options, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Economics
Staples High School
J.P. Morgan February 2007 - Present
Columbia Business School March 2013 - Present
Pace University - Lubin School of Business September 2008 - December 2013
Avatar Associates November 2003 - January 2007
Banc of America Securities June 1998 - November 2002
Arthur Andersen 1992 - 1996
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Pension Funds, Portfolio Management, Mutual Funds, Investments, ETFs, Investment Strategies, Asset Management, Fixed Income, Capital Markets, Risk Management, Emerging Markets, Equity Valuation, Financial Markets, Trading, Equity Research, Quantitative Analytics, Quantitative Finance, Options, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Economics
Staples High School
Lance Placey Lance Placey's Avatar Associates Experience July 2002 - February 2005
Job Software Development Manager at Adheris, Inc.
Industry Pharmaceuticals
Experience
Adheris, Inc. February 2014 - Present
Adheris Health, Inc. ( an inVentiv Health company. ) November 2007 - February 2014
Liberty Mutual Insurance February 2005 - November 2007
NH Campground Owner’s Assoc. December 1997 - December 2006
Avatar Associates July 2002 - February 2005
Captivate Network August 2000 - November 2001
Enterasys Networks September 1997 - August 2000
Cabletron March 1996 - September 1997
Skills
C#, .NET, Microsoft SQL Server, TFS2013, TFS, SharePoint, VB.NET, XML, PL/SQL, ASP.NET, SSIS, T-SQL, HTML, Oracle, SSRS, SQL Server 2000-2008, C, C++, Sybase, Crystal Reports, IIS, Database Tools, Hyperion, winrun, DBArtisan, Software Development, Databases, Agile Methodologies, Integration, Leadership, SDLC
Education
Southern New Hampshire University 2009 — 2011
MBA, Business
Plymouth State University 1991 — 1995
BS, Computer Science
Adheris, Inc. February 2014 - Present
Adheris Health, Inc. ( an inVentiv Health company. ) November 2007 - February 2014
Liberty Mutual Insurance February 2005 - November 2007
NH Campground Owner’s Assoc. December 1997 - December 2006
Avatar Associates July 2002 - February 2005
Captivate Network August 2000 - November 2001
Enterasys Networks September 1997 - August 2000
Cabletron March 1996 - September 1997
Skills
C#, .NET, Microsoft SQL Server, TFS2013, TFS, SharePoint, VB.NET, XML, PL/SQL, ASP.NET, SSIS, T-SQL, HTML, Oracle, SSRS, SQL Server 2000-2008, C, C++, Sybase, Crystal Reports, IIS, Database Tools, Hyperion, winrun, DBArtisan, Software Development, Databases, Agile Methodologies, Integration, Leadership, SDLC
Education
Southern New Hampshire University 2009 — 2011
MBA, Business
Plymouth State University 1991 — 1995
BS, Computer Science
Margot Klingman Margot Klingman's Avatar Associates Experience September 1993 - January 1998
Job Real Estate Agent at Houlihan Lawrence Real Estate, Inc.
Industry Real Estate
Experience
Kelly Associates Real Estate, Inc. January 2011 - Present
Avatar Associates September 1993 - January 1998
US Trust Company of New York August 1989 - August 1993
Schafer Cullen Capital Management Corporation November 1988 - August 1989
Education
Bucknell University 1984 — 1986
Bucknell University
BA
Kelly Associates Real Estate, Inc. January 2011 - Present
Avatar Associates September 1993 - January 1998
US Trust Company of New York August 1989 - August 1993
Schafer Cullen Capital Management Corporation November 1988 - August 1989
Education
Bucknell University 1984 — 1986
Bucknell University
BA
Ted Theodore Ted Theodore's Avatar Associates Experience July 1996 - September 2012
Job Vice Chairman and Chief Investment Officer, TrimTabs Asset Management, Portfolio Manger TTFS and FCFI
Industry Financial Services
Experience
Quantitative Analysis Service, Inc. January 2014 - July 2015
HorizonsAdvisory October 2012 - December 2013
Avatar Associates July 1996 - September 2012
Avatar Associates 1996 - 2011
Avatar Associates February 1989 - March 2009
Prospect Advisors May 1985 - February 1989
Morgan Stanley Investment Management January 1980 - January 1985
Skills
Investments, Series 7, VBA, Asset Management, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Trading Systems, ETFs, Capital Markets, Equities, Quantitative Analytics, Financial Markets, Investment Strategies, Fixed Income, Bloomberg, Mutual Funds, Trading, Emerging Markets, Equity Derivatives, Equity Research
Education
University of Michigan 1962 — 1963
MBA, Finance
University of Michigan 1958 — 1962
BA, Economics
Quantitative Analysis Service, Inc. January 2014 - July 2015
HorizonsAdvisory October 2012 - December 2013
Avatar Associates July 1996 - September 2012
Avatar Associates 1996 - 2011
Avatar Associates February 1989 - March 2009
Prospect Advisors May 1985 - February 1989
Morgan Stanley Investment Management January 1980 - January 1985
Skills
Investments, Series 7, VBA, Asset Management, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Trading Systems, ETFs, Capital Markets, Equities, Quantitative Analytics, Financial Markets, Investment Strategies, Fixed Income, Bloomberg, Mutual Funds, Trading, Emerging Markets, Equity Derivatives, Equity Research
Education
University of Michigan 1962 — 1963
MBA, Finance
University of Michigan 1958 — 1962
BA, Economics
Michael Case Smith's Avatar Associates Experience July 2008 - July 2011
Job Chief Operating Officer at Asset Advisors of America, an IOA Company
Industry Financial Services
Experience
Insurance Office of America April 2013 - Present
Harden Associates February 2012 - February 2013
Avatar Associates July 2008 - July 2011
Zacks Investment Research 2005 - 2008
AIG SunAmerica October 2000 - November 2001
TCW Group January 1993 - July 1999
Wells Fargo Bank September 1989 - September 1993
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Financial Advisory, Retirement, Equities, Pensions, Bonds, ETFs, Management, ERISA, Structured Products, Investments, Asset Management, Mutual Funds, 401k, Business Planning
Education
University of Notre Dame 1991 — 1993
MBA, International Finance
UCLA 1983 — 1988
BA, Political Science
London School of Economics and Political Science 1985 — 1986
International Law
St. Paul the Apostle
Insurance Office of America April 2013 - Present
Harden Associates February 2012 - February 2013
Avatar Associates July 2008 - July 2011
Zacks Investment Research 2005 - 2008
AIG SunAmerica October 2000 - November 2001
TCW Group January 1993 - July 1999
Wells Fargo Bank September 1989 - September 1993
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Financial Advisory, Retirement, Equities, Pensions, Bonds, ETFs, Management, ERISA, Structured Products, Investments, Asset Management, Mutual Funds, 401k, Business Planning
Education
University of Notre Dame 1991 — 1993
MBA, International Finance
UCLA 1983 — 1988
BA, Political Science
London School of Economics and Political Science 1985 — 1986
International Law
St. Paul the Apostle
Andrew Capaccio Andrew Capaccio's Avatar Associates Experience June 2003 - January 2005
Job Director, Relationship Management
Industry Financial Services
Experience
New York Life Insurance, MainStay Investments May 2006 - Present
Commercial Risk Services January 2005 - April 2006
Avatar Associates June 2003 - January 2005
BlackRock 1999 - 2003
Household Finance September 1989 - November 1998
Skills
Series 6, Retirement, Equities, Investment Strategies, Relationship Management, Mutual Funds, Investments, Fixed Annuities, Separately Managed..., Series 63, Wealth Management, Asset Allocation, Asset Management, Series 7, Fixed Income, Sales, ETFs, Insurance, Alternative Investments, Retirement Planning, Financial Services, Securities, Portfolio Management
Education
State University of New York College at Oneonta 1987 — 1989
BS, Business Economics
New York Life Insurance, MainStay Investments May 2006 - Present
Commercial Risk Services January 2005 - April 2006
Avatar Associates June 2003 - January 2005
BlackRock 1999 - 2003
Household Finance September 1989 - November 1998
Skills
Series 6, Retirement, Equities, Investment Strategies, Relationship Management, Mutual Funds, Investments, Fixed Annuities, Separately Managed..., Series 63, Wealth Management, Asset Allocation, Asset Management, Series 7, Fixed Income, Sales, ETFs, Insurance, Alternative Investments, Retirement Planning, Financial Services, Securities, Portfolio Management
Education
State University of New York College at Oneonta 1987 — 1989
BS, Business Economics
D. Fernando Burke D. Fernando Burke's Avatar Associates Experience 1989 - 2001
Job CEO & President at Innovative Safety Defense
Industry Security and Investigations
Experience
Innovative Safety Defense September 2007 - Present
NEW YORK URBAN September 2000 - February 2004
AVATAR ASSOCIATES INVESTMENT INC May 1989 - July 2001
Avatar Associates 1989 - 2001
Skills
Security, Risk Assessment, Surveillance, CCTV, Program Management, Personal Protection, Protection, Computer Security, System Administration, Budgets, Private Investigations, Alarm Systems, Physical Security, Criminal Justice, IP Cameras, Criminal Investigations, Enforcement, Security Operations, Security Management, Investigation
Education
John Jay College 1989 — 1993
Bachelor of Arts, Forensic Psychology
Bellevue University
Master of Science in Security Management, (Candidate)
Innovative Safety Defense September 2007 - Present
NEW YORK URBAN September 2000 - February 2004
AVATAR ASSOCIATES INVESTMENT INC May 1989 - July 2001
Avatar Associates 1989 - 2001
Skills
Security, Risk Assessment, Surveillance, CCTV, Program Management, Personal Protection, Protection, Computer Security, System Administration, Budgets, Private Investigations, Alarm Systems, Physical Security, Criminal Justice, IP Cameras, Criminal Investigations, Enforcement, Security Operations, Security Management, Investigation
Education
John Jay College 1989 — 1993
Bachelor of Arts, Forensic Psychology
Bellevue University
Master of Science in Security Management, (Candidate)
Francine Goldstein Francine Goldstein's Avatar Associates Experience June 1982 - March 1997
Job Senior Investment Professional. Former Portfolio Manager and Head of Stock Selection, $4 Billion AUM
Industry Financial Services
Experience
Francine Goldstein June 2012 - Present
Financial Consultant March 2009 - January 2012
TimesSquare Capital Management March 2001 - March 2008
Avatar Associates June 1982 - March 1997
Skills
Asset Management, Hedge Funds, Equities, Investments, Portfolio Management, Mutual Funds, Customer Relations, Fixed Income, Asset Allocation, Asset Managment, Investment Advisory, Financial Markets, Wealth Management, Customer Service, Capital Markets, Strategic Financial..., Alternative Investments, Financial Advisory, Options, Private Equity, Financial Modeling, Finance, Trading, Valuation, Investment Banking, FX Options, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, Finance
Queens College 1975 — 1979
BA, Mathematics
City University of New York-Hunter College
Economics
Francine Goldstein June 2012 - Present
Financial Consultant March 2009 - January 2012
TimesSquare Capital Management March 2001 - March 2008
Avatar Associates June 1982 - March 1997
Skills
Asset Management, Hedge Funds, Equities, Investments, Portfolio Management, Mutual Funds, Customer Relations, Fixed Income, Asset Allocation, Asset Managment, Investment Advisory, Financial Markets, Wealth Management, Customer Service, Capital Markets, Strategic Financial..., Alternative Investments, Financial Advisory, Options, Private Equity, Financial Modeling, Finance, Trading, Valuation, Investment Banking, FX Options, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
MBA, Finance
Queens College 1975 — 1979
BA, Mathematics
City University of New York-Hunter College
Economics
Kenan Kashlan, CFA Kenan Kashlan, CFA's Avatar Associates Experience September 1999 - September 2007
Job Sr. Financial Consultant at Summit Financial Resources, Inc | Comprehensive Financial & Estate Planning
Industry Financial Services
Experience
Summit Financial Resources, Inc. November 2009 - Present
Kepler Capital Markets September 2007 - October 2008
Avatar Associates September 1999 - September 2007
Skills
Retirement Planning, Investments, Asset Allocation, Investment Management, Portfolio Management, Asset Management, Equities, Financial Advisory, Finance, Hedge Funds, Insurance, Estate Planning, Alternative Investments, Financial Risk, Investment Strategies, Derivatives, Series 7, Risk Management, Capital Markets, Fixed Income
Education
Rutgers University-New Brunswick 1994 — 1998
B.S., Biochemistry
Ocean Township High School
Summit Financial Resources, Inc. November 2009 - Present
Kepler Capital Markets September 2007 - October 2008
Avatar Associates September 1999 - September 2007
Skills
Retirement Planning, Investments, Asset Allocation, Investment Management, Portfolio Management, Asset Management, Equities, Financial Advisory, Finance, Hedge Funds, Insurance, Estate Planning, Alternative Investments, Financial Risk, Investment Strategies, Derivatives, Series 7, Risk Management, Capital Markets, Fixed Income
Education
Rutgers University-New Brunswick 1994 — 1998
B.S., Biochemistry
Ocean Township High School
Larry A. Medin Larry A. Medin's Avatar Associates Experience 2006 - 2011
Job CoFounder and Chairman of the Board at Toroso Investments, LLC
Industry Financial Services
Experience
Toroso Investments August 2012 - Present
LAM Assoc., Inc 1999 - Present
Avatar Associates 2006 - 2011
Bank of America 1996 - 1999
Fortis Financial Group 1994 - 1997
MetLife State Street 1987 - 1992
Skills
Investment Management, Investment Advisory, Equities, IRAs, Pensions, Securities, Wealth Management, Fixed Annuities, Financial Advisory, Strategic Financial..., Estate Planning, FINRA, Financial Planners, Wealth Management..., Defined Benefit, Financial Services, Wealth, Separately Managed..., Series 63, Fixed Income, Asset Management
Education
University of Minnesota-Twin Cities
Toroso Investments August 2012 - Present
LAM Assoc., Inc 1999 - Present
Avatar Associates 2006 - 2011
Bank of America 1996 - 1999
Fortis Financial Group 1994 - 1997
MetLife State Street 1987 - 1992
Skills
Investment Management, Investment Advisory, Equities, IRAs, Pensions, Securities, Wealth Management, Fixed Annuities, Financial Advisory, Strategic Financial..., Estate Planning, FINRA, Financial Planners, Wealth Management..., Defined Benefit, Financial Services, Wealth, Separately Managed..., Series 63, Fixed Income, Asset Management
Education
University of Minnesota-Twin Cities
William M. Lynch, CFA William M. Lynch, CFA's Avatar Associates Experience January 1999 - May 2002
Job Partner, Head of Marketing & Client Service at New Amsterdam Partners, LLC
Industry Investment Management
Experience
New Amsterdam Partners, LLC May 2002 - Present
Avatar Associates January 1999 - May 2002
Skills
Series 7, Hedge Funds, Closing Business, Investment Management, Alternative Investments, Asset Management, Equities, Investments, Investment Strategies, Mutual Funds, Series 63, Portfolio Management, Closing Contracts, Asset Managment, Asset Allocation, Fixed Income, Management, Wealth Management, Mathematics, ETFs, Equity Research, Group Work
Education
University of Delaware 1992 — 1996
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Immaculata H.S. 1988 — 1992
New Amsterdam Partners, LLC May 2002 - Present
Avatar Associates January 1999 - May 2002
Skills
Series 7, Hedge Funds, Closing Business, Investment Management, Alternative Investments, Asset Management, Equities, Investments, Investment Strategies, Mutual Funds, Series 63, Portfolio Management, Closing Contracts, Asset Managment, Asset Allocation, Fixed Income, Management, Wealth Management, Mathematics, ETFs, Equity Research, Group Work
Education
University of Delaware 1992 — 1996
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Immaculata H.S. 1988 — 1992
Janet Flanders Johnston, CFA Janet Flanders Johnston, CFA's Avatar Associates Experience February 2010 - July 2011
Job ETF Advisor at Madrona Partners
Industry Financial Services
Experience
Madrona Partners September 2013 - Present
Madrona Partners, Inc. September 2012 - September 2013
Avatar Associates February 2010 - July 2011
Madrona Partners Inc. 1997 - 2004
Merrill Lynch 1993 - 1997
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Economics, Investor Relations, Equities, Investment Policy, Portfolio Management, Separately Managed..., VAR, Investments, Trading, Risk Management, Capital Markets, Mutual Funds
Education
The University of Georgia 1981 — 1985
BSA, Agricultural Economics
Madrona Partners September 2013 - Present
Madrona Partners, Inc. September 2012 - September 2013
Avatar Associates February 2010 - July 2011
Madrona Partners Inc. 1997 - 2004
Merrill Lynch 1993 - 1997
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Economics, Investor Relations, Equities, Investment Policy, Portfolio Management, Separately Managed..., VAR, Investments, Trading, Risk Management, Capital Markets, Mutual Funds
Education
The University of Georgia 1981 — 1985
BSA, Agricultural Economics
Liz Ann Sonders Liz Ann Sonders's Avatar Associates Experience September 1986 - June 1999
Job Chief Investment Strategist at Charles Schwab & Co., Inc.
Industry Investment Management
Experience
Charles Schwab & Co., Inc. October 2002 - Present
U.S. Trust June 1999 - October 2002
Avatar Associates September 1986 - June 1999
Skills
Investment Management, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Series 63, Management, Strategy, Wealth Management, Series 7, Investments, Asset Managment, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Equities, Fixed Income, Asset Management, Investment Banking, Retirement Planning, Options, FINRA, ETFs
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
University of Delaware 1982 — 1986
BA, International Relations
Charles Schwab & Co., Inc. October 2002 - Present
U.S. Trust June 1999 - October 2002
Avatar Associates September 1986 - June 1999
Skills
Investment Management, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Series 63, Management, Strategy, Wealth Management, Series 7, Investments, Asset Managment, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Hedge Funds, Equities, Fixed Income, Asset Management, Investment Banking, Retirement Planning, Options, FINRA, ETFs
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
University of Delaware 1982 — 1986
BA, International Relations
Josh Haynes's Avatar Associates Experience September 2008 - Present
Job Vice President Sales at Avatar Associates
Industry Financial Services
Experience
Avatar Associates September 2008 - Present
Institute for Wealth Management February 2006 - August 2008
I.M. Financial February 2005 - February 2006
Morgan Stanley 2004 - 2005
Education
North Carolina State University 1996 — 2001
Avatar Associates September 2008 - Present
Institute for Wealth Management February 2006 - August 2008
I.M. Financial February 2005 - February 2006
Morgan Stanley 2004 - 2005
Education
North Carolina State University 1996 — 2001
Ivan Weiner's Avatar Associates Experience 1997 - 1999
Job SVP, National Acct Channel Mgr, Private Banks at Prudential
Industry Investment Management
Experience
Prudential Investments June 2003 - December 2010
Neuberger Berman November 2001 - June 2003
J&W Seligman November 2000 - November 2001
J&W Seligman November 1999 - November 2000
Avatar Associates 1997 - 1999
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Series 6, Series 65, Financial Services, Retirement, Financial Markets, High Net Worth..., 401k, FINRA, ETFs, Securities
Education
Syracuse University 1992 — 1996
Bachelor of science, Finance and marketing
Prudential Investments June 2003 - December 2010
Neuberger Berman November 2001 - June 2003
J&W Seligman November 2000 - November 2001
J&W Seligman November 1999 - November 2000
Avatar Associates 1997 - 1999
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Series 6, Series 65, Financial Services, Retirement, Financial Markets, High Net Worth..., 401k, FINRA, ETFs, Securities
Education
Syracuse University 1992 — 1996
Bachelor of science, Finance and marketing
Cynthia Houx's Avatar Associates Experience 1988 - 1991
Job Financial Services Professional
Industry Financial Services
Experience
Lattanzio Group 1996 - 1998
Steinhardt Partners 1991 - 1995
Avatar Associates 1988 - 1991
Skills
Equities
Education
Amherst College 1982 — 1986
Choate Rosemary Hall 1979 — 1982
Lattanzio Group 1996 - 1998
Steinhardt Partners 1991 - 1995
Avatar Associates 1988 - 1991
Skills
Equities
Education
Amherst College 1982 — 1986
Choate Rosemary Hall 1979 — 1982
Dan Carlson's Avatar Associates Experience April 2008 - July 2011
Job Chief Financial Officer at Toroso Investments
Industry Investment Management
Experience
Toroso Investments August 2012 - Present
Avatar Associates April 2008 - July 2011
Proctor Investment Managers LLC October 2003 - April 2008
Delaware Investments October 1995 - October 2003
Buck Consultants April 1983 - October 1995
Harris Bank June 1977 - April 1983
Education
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management
Toroso Investments August 2012 - Present
Avatar Associates April 2008 - July 2011
Proctor Investment Managers LLC October 2003 - April 2008
Delaware Investments October 1995 - October 2003
Buck Consultants April 1983 - October 1995
Harris Bank June 1977 - April 1983
Education
University of Illinois at Urbana-Champaign - College of Business 1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management
Jason Minard's Avatar Associates Experience July 1992 - November 1994
Job Executive Vice President at Tweedy, Browne
Industry Investment Management
Experience
Tweedy, Browne AVPWarburg Pincus Asset Management1994 - 1998
Avatar Associates July 1992 - November 1994
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1988 — 1992
Tweedy, Browne AVPWarburg Pincus Asset Management1994 - 1998
Avatar Associates July 1992 - November 1994
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
University at Albany, SUNY 1988 — 1992
Ann Duncan, CFA's Avatar Associates Experience 1986 - 1995
Job Senior Portfolio Manager
Industry Financial Services
Experience
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
US Bank, Private Client Reserve October 2010 - November 2013
Russell Investments 2005 - 2009
Russell Investments 1998 - 2005
Russell Investments 1996 - 1998
Avatar Associates 1986 - 1995
US Trust Company of New York 1983 - 1986
Skills
Equities, Securities, Portfolio Management, Quantitative Analytics, Mutual Funds, Asset Allocation, Strategy, Investments, Fixed Income, Asset Managment, Emerging Markets, Asset Management, Investment Management, Valuation, Investment Strategies, Alternative Investments, Finance
Education
London Business School
MBA
Mount Holyoke College
AB, Biology
Devin Laden's Avatar Associates Experience May 2000 - September 2005
Job at SK Madison Commodities
Industry Financial Services
Experience
Madison Trading March 2010 - Present
LadenCapital May 2007 - July 2010
NAF Funding October 2005 - May 2007
Avatar Associates May 2000 - September 2005
Paine Webber 1996 - 2000
Skills
Mergers, Trading, Hedge Funds, Series 7, Series 63, Equity Derivatives, Investment Banking, Investments, Equities, Mergers & Acquisitions
Education
Fairfield University 1993 — 1998
BS, Political Science
Madison Trading March 2010 - Present
LadenCapital May 2007 - July 2010
NAF Funding October 2005 - May 2007
Avatar Associates May 2000 - September 2005
Paine Webber 1996 - 2000
Skills
Mergers, Trading, Hedge Funds, Series 7, Series 63, Equity Derivatives, Investment Banking, Investments, Equities, Mergers & Acquisitions
Education
Fairfield University 1993 — 1998
BS, Political Science
Kyle Connors's Avatar Associates Experience June 2009 - August 2009
Job Technical Architect at Tivix, Inc.
Industry Computer Software
Experience
Tivix, Inc. January 2014 - Present
Tivix, Inc. November 2012 - Present
300Labs April 2012 - November 2012
FactSet Research Systems February 2011 - March 2012
Avatar Associates June 2009 - August 2009
Avatar Associates June 2008 - August 2008
Admiral Capital Management January 2008 - February 2008
Skills
JavaScript, Product Management, Product Development, jQuery, HTML, Backbone.js, Mobile Applications, CSS, iOS development, Objective-C, Git, HTML + CSS, PhoneGap, Project Management, Django, Python, Amazon Web Services..., RESTful WebServices
Education
Hofstra University
Tivix, Inc. January 2014 - Present
Tivix, Inc. November 2012 - Present
300Labs April 2012 - November 2012
FactSet Research Systems February 2011 - March 2012
Avatar Associates June 2009 - August 2009
Avatar Associates June 2008 - August 2008
Admiral Capital Management January 2008 - February 2008
Skills
JavaScript, Product Management, Product Development, jQuery, HTML, Backbone.js, Mobile Applications, CSS, iOS development, Objective-C, Git, HTML + CSS, PhoneGap, Project Management, Django, Python, Amazon Web Services..., RESTful WebServices
Education
Hofstra University
Craig Patrick's Avatar Associates Experience 1999 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Neuberger Berman 2005 - 2008
Neuberger Berman 2003 - 2005
Avatar Associates 1999 - 2003
Deutsche Bank 1995 - 1998
Alliance Capital Management 1986 - 1994
Education
Muhlenberg College 1979 — 1983
Bachelor of Arts (B.A.), History
Neuberger Berman 2005 - 2008
Neuberger Berman 2003 - 2005
Avatar Associates 1999 - 2003
Deutsche Bank 1995 - 1998
Alliance Capital Management 1986 - 1994
Education
Muhlenberg College 1979 — 1983
Bachelor of Arts (B.A.), History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY