Banc of America Capital Management
Industry: Company
DescriptionHeadquarters: Boston, MA Parent organization: Bank of America
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Banc of America Capital Management Employees
Employee
Years
Job
Industry
Chris Christie Chris Christie's Banc of America Capital Management Experience 1999 - 2001
Job SVP, Senior Channel Specialist at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
Bank of America March 2008 - May 2009
Banc of America Capital Management 1999 - 2001
Bank of America October 1994 - March 1998
Skills
Information Architecture
Education
University of California, Davis 1990 — 1994
BA, Organizational Sociology, Anthropology
Bank of America November 2010 - Present
Bank of America March 2008 - May 2009
Banc of America Capital Management 1999 - 2001
Bank of America October 1994 - March 1998
Skills
Information Architecture
Education
University of California, Davis 1990 — 1994
BA, Organizational Sociology, Anthropology
Brandi Batchelor Brandi Batchelor's Banc of America Capital Management Experience 2001 - 2002
Job Accounting Representative at MegaCorp Logistics
Industry Accounting
Experience
MegaCorp Logistics September 2013 - Present
DigitizingService.com October 2012 - September 2013
Banc of America Capital Management 2001 - 2002
Banc of America Capital Management 2000 - 2001
Banc of America Capital Management 1998 - 2000
Skills
Investments, Account Management
Education
North Carolina State University 1994 — 1998
Business Management, Human Resources Concentration
MegaCorp Logistics September 2013 - Present
DigitizingService.com October 2012 - September 2013
Banc of America Capital Management 2001 - 2002
Banc of America Capital Management 2000 - 2001
Banc of America Capital Management 1998 - 2000
Skills
Investments, Account Management
Education
North Carolina State University 1994 — 1998
Business Management, Human Resources Concentration
Sue Smith Kish Sue Smith Kish's Banc of America Capital Management Experience May 2000 - March 2001
Job Business Support Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2013 - Present
Bank of America September 2011 - September 2013
Bank of America August 2003 - July 2011
Bank of America March 2001 - August 2003
BANC OF AMERICA CAPITAL MANAGEMENT May 2000 - March 2001
Bank of America December 1998 - May 2000
CAROLINAS MEDICAL CENTER August 1998 - December 1998
Skills
Mortgage Lending, Banking, Loans, Mortgage Banking, Credit, Process Improvement, FHA, Human Resources, Residential Mortgages, Customer Service, Time Management, Training, Leadership, Management, Sales, Financial Analysis, Sales Management, Budgets, Marketing, Recruiting, Business Planning, Project Management, Relationship Management, Strategic Planning
Education
State University of New York College at Fredonia 1994 — 1998
Bachelor of Science, Business Administration-Marketing & Psychology
Bank of America October 2013 - Present
Bank of America September 2011 - September 2013
Bank of America August 2003 - July 2011
Bank of America March 2001 - August 2003
BANC OF AMERICA CAPITAL MANAGEMENT May 2000 - March 2001
Bank of America December 1998 - May 2000
CAROLINAS MEDICAL CENTER August 1998 - December 1998
Skills
Mortgage Lending, Banking, Loans, Mortgage Banking, Credit, Process Improvement, FHA, Human Resources, Residential Mortgages, Customer Service, Time Management, Training, Leadership, Management, Sales, Financial Analysis, Sales Management, Budgets, Marketing, Recruiting, Business Planning, Project Management, Relationship Management, Strategic Planning
Education
State University of New York College at Fredonia 1994 — 1998
Bachelor of Science, Business Administration-Marketing & Psychology
Andy McMorrow's Banc of America Capital Management Experience 2002 - 2003
Job Experienced financial services marketing executive/content strategist
Industry Investment Management
Experience
Nationwide Insurance April 2014 - Present
Nationwide Financial January 2006 - March 2014
Curian Capital January 2004 - December 2005
Bank of America May 2003 - January 2004
Banc of America Capital Management 2002 - 2003
Banc of America Capital Management 2000 - 2001
Banc of America Capital Management 1998 - 2000
Evergreen Investment Services, Inc. February 1996 - January 1998
Charleston Newspapers 1992 - 1993
Charleston Newspapers 1992 - 1993
Skills
Mutual Funds, Variable Annuities, Annuities, Marketing, Content Marketing, Investments, Strategy, Fixed Annuities, Marketing Strategy, Quantitative Research, Qualitative Research, Product Development, Product Management, Asset Allocation, Financial Services, Leadership, Series 7, Investment Advisory, Marketing Communications, Financial Advisory, Asset Management, Retirement Planning, Wealth Management, Competitive Analysis, Business Strategy, Retirement, Securities, Market Research, Advertising, Online Marketing, Series 63, Series 6, Investment Strategies, Investment Management, Strategic Planning, Team Building, Negotiation, Strategy Development, Alternative Investments
Education
Marshall University 1987 — 1991
BA, Journalism
Nationwide Insurance April 2014 - Present
Nationwide Financial January 2006 - March 2014
Curian Capital January 2004 - December 2005
Bank of America May 2003 - January 2004
Banc of America Capital Management 2002 - 2003
Banc of America Capital Management 2000 - 2001
Banc of America Capital Management 1998 - 2000
Evergreen Investment Services, Inc. February 1996 - January 1998
Charleston Newspapers 1992 - 1993
Charleston Newspapers 1992 - 1993
Skills
Mutual Funds, Variable Annuities, Annuities, Marketing, Content Marketing, Investments, Strategy, Fixed Annuities, Marketing Strategy, Quantitative Research, Qualitative Research, Product Development, Product Management, Asset Allocation, Financial Services, Leadership, Series 7, Investment Advisory, Marketing Communications, Financial Advisory, Asset Management, Retirement Planning, Wealth Management, Competitive Analysis, Business Strategy, Retirement, Securities, Market Research, Advertising, Online Marketing, Series 63, Series 6, Investment Strategies, Investment Management, Strategic Planning, Team Building, Negotiation, Strategy Development, Alternative Investments
Education
Marshall University 1987 — 1991
BA, Journalism
Balaam T. Elliott III Balaam T. Elliott III's Banc of America Capital Management Experience June 1995 - March 2002
Job Financial Services Professional
Industry Financial Services
Experience
Evergreen Investments April 2002 - April 2008
Banc of America Capital Management June 1995 - March 2002
NationsBank June 1993 - May 1995
United Carolina Bank June 1988 - May 1990
Skills
Investment Strategies, Equities, Investments, Financial Services, Client Service Oriented, New Business Development, Investment Management, Business Strategy, Portfolio Management, Banking, Equity Derivatives, Back Office, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Development, Strategy
Education
University of Wisconsin-Madison - School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Greensboro 1983 — 1988
BS, Finance
Evergreen Investments April 2002 - April 2008
Banc of America Capital Management June 1995 - March 2002
NationsBank June 1993 - May 1995
United Carolina Bank June 1988 - May 1990
Skills
Investment Strategies, Equities, Investments, Financial Services, Client Service Oriented, New Business Development, Investment Management, Business Strategy, Portfolio Management, Banking, Equity Derivatives, Back Office, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Business Development, Strategy
Education
University of Wisconsin-Madison - School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Greensboro 1983 — 1988
BS, Finance
Holger Haverkock Holger Haverkock's Banc of America Capital Management Experience January 2000 - January 2003
Job Packaging Equipment
Industry Industrial Automation
Experience
xpedx April 2014 - Present
IPS Packaging August 2011 - March 2014
Morris Lawing WBN January 2009 - August 2011
NYCOM March 2008 - February 2009
Applied Software June 2007 - March 2008
Clear Channel Communications January 2003 - March 2008
Banc of America Capital Management January 2000 - January 2003
Skills
Automation, Capital Equipment, Equipment Design, CRM, Marketing Strategy, Strategic Planning, International Sales, Advertising, AutoCAD, Account Management, Sales Management, Corrugated, Packaging, Sales Presentations, Manufacturing, Project Management, B2B, Customer Service, Designs, Key Account Management, Forecasting, Marketing, Management, New Business Development, Product Development, Sales, Sales Operations, Social Media Marketing
Education
University of Vermont 1997 — 2000
Master of Science, Architecture and Restoration Planning
University of North Carolina at Charlotte 1994 — 1997
B.A, German Literature and European History
xpedx April 2014 - Present
IPS Packaging August 2011 - March 2014
Morris Lawing WBN January 2009 - August 2011
NYCOM March 2008 - February 2009
Applied Software June 2007 - March 2008
Clear Channel Communications January 2003 - March 2008
Banc of America Capital Management January 2000 - January 2003
Skills
Automation, Capital Equipment, Equipment Design, CRM, Marketing Strategy, Strategic Planning, International Sales, Advertising, AutoCAD, Account Management, Sales Management, Corrugated, Packaging, Sales Presentations, Manufacturing, Project Management, B2B, Customer Service, Designs, Key Account Management, Forecasting, Marketing, Management, New Business Development, Product Development, Sales, Sales Operations, Social Media Marketing
Education
University of Vermont 1997 — 2000
Master of Science, Architecture and Restoration Planning
University of North Carolina at Charlotte 1994 — 1997
B.A, German Literature and European History
Fred Lowrance, CFA Fred Lowrance, CFA's Banc of America Capital Management Experience 1999 - 2004
Job Portfolio Manager at Lee, Danner & Bass, Inc.
Industry Investment Management
Experience
Lee, Danner & Bass, Inc. - Investment Counsel May 2015 - Present
Avondale Partners April 2008 - April 2015
Sterling Capital Management 2004 - 2008
Banc of America Capital Management 1999 - 2004
Skills
Valuation, Equity Research, Bloomberg, Equities, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Financial Statement..., Business Valuation, Equity Valuation, Due Diligence, Investment Management, Portfolio Management, Business Development, Chartered Financial..., Asset Management, Investments
Education
Davidson College 1995 — 1999
BA, Economics
Lee, Danner & Bass, Inc. - Investment Counsel May 2015 - Present
Avondale Partners April 2008 - April 2015
Sterling Capital Management 2004 - 2008
Banc of America Capital Management 1999 - 2004
Skills
Valuation, Equity Research, Bloomberg, Equities, Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Financial Statement..., Business Valuation, Equity Valuation, Due Diligence, Investment Management, Portfolio Management, Business Development, Chartered Financial..., Asset Management, Investments
Education
Davidson College 1995 — 1999
BA, Economics
Michele Poirier Michele Poirier's Banc of America Capital Management Experience September 1990 - December 2002
Job Partner and CIO at The Moorings Group
Industry Investment Management
Experience
The Moorings Group September 2003 - Present
Banc of America Capital Management September 1990 - December 2002
Education
Georgia State University
BBA
The Moorings Group September 2003 - Present
Banc of America Capital Management September 1990 - December 2002
Education
Georgia State University
BBA
Chuck Dobrow Chuck Dobrow's Banc of America Capital Management Experience January 2001 - September 2002
Job Investment Management
Industry Investment Management
Experience
Irvine Company May 2009 - Present
Dobrow Consulting January 2004 - Present
First American Capital Management February 2003 - December 2003
Banc of America Capital Management January 2001 - September 2002
MetLife October 1999 - January 2001
Merrill Lynch September 1997 - April 1999
ADP April 1994 - August 1997
Allmerica Financial January 1989 - March 1994
CIGNA July 1979 - December 1988
Skills
Pensions, Real Estate, Institutional..., Asset Management, Investments, Property Management, Portfolio Management, Investment Properties, Real Estate Development, Commercial Real Estate, Mergers & Acquisitions, Property, Financial Modeling, Selling, Real Estate Economics, Sales, Investment Management, Management, Finance, Customer Service
Education
The University of Connecticut 1980 — 1984
Bloomfield High School 1977 — 1980
Irvine Company May 2009 - Present
Dobrow Consulting January 2004 - Present
First American Capital Management February 2003 - December 2003
Banc of America Capital Management January 2001 - September 2002
MetLife October 1999 - January 2001
Merrill Lynch September 1997 - April 1999
ADP April 1994 - August 1997
Allmerica Financial January 1989 - March 1994
CIGNA July 1979 - December 1988
Skills
Pensions, Real Estate, Institutional..., Asset Management, Investments, Property Management, Portfolio Management, Investment Properties, Real Estate Development, Commercial Real Estate, Mergers & Acquisitions, Property, Financial Modeling, Selling, Real Estate Economics, Sales, Investment Management, Management, Finance, Customer Service
Education
The University of Connecticut 1980 — 1984
Bloomfield High School 1977 — 1980
Dawna King Dawna King's Banc of America Capital Management Experience October 2000 - December 2001
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
BNY Mellon October 2012 - Present
Wilshire Associates August 2007 - March 2011
SSI Investment Management April 2006 - February 2007
Contractor January 2002 - December 2005
Banc of America Capital Management October 2000 - December 2001
Northern Trust Global Investments January 1998 - January 2000
Northern Trust January 1994 - January 1998
Skills
Asset Managment, Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Investment Strategies, Capital Markets, Investment Management, Securities, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Strategy, Asset Management, Banking, Relationship Management
Education
Golden Gate University
Master of Business Administration (M.B.A.), Business Administration and Management
San Diego State University
BA
Susan Holzer Chugha's Banc of America Capital Management Experience 2001 - 2004
Job Experienced Project Manager
Industry Financial Services
Experience
Columbia Management April 2012 - October 2013
Evergreen Investments / Wells Fargo June 2004 - May 2009
Banc of America Capital Management 2001 - 2004
Skills
Sales, Investments, Series 7, System Administration, Series 63, Risk Management, Process Improvement, Portfolio Management
Education
Belmont Abbey College
BS, Business Management
Columbia Management April 2012 - October 2013
Evergreen Investments / Wells Fargo June 2004 - May 2009
Banc of America Capital Management 2001 - 2004
Skills
Sales, Investments, Series 7, System Administration, Series 63, Risk Management, Process Improvement, Portfolio Management
Education
Belmont Abbey College
BS, Business Management
Gary Stentz Gary Stentz's Banc of America Capital Management Experience 2000 - 2004
Job Relationship Sales / Outsourcing Portfolio Manager
Industry Investment Management
Experience
Russell Investments 2011 - 2015
Invesco Global Quantitative Equity 2008 - 2010
RCM Capital Management 2004 - 2008
Banc of America Capital Management 2000 - 2004
Monsanto 1995 - 2000
Skills
Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Wealth Management, Series 7, Fixed Income, Securities, Capital Markets, Asset Managment, Investment Advisory, ETFs, Series 63
Education
Capital University - School of Management
MBA
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
The Ohio State University Fisher College of Business
BSBA, Business/Finance
Russell Investments 2011 - 2015
Invesco Global Quantitative Equity 2008 - 2010
RCM Capital Management 2004 - 2008
Banc of America Capital Management 2000 - 2004
Monsanto 1995 - 2000
Skills
Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Mutual Funds, Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Wealth Management, Series 7, Fixed Income, Securities, Capital Markets, Asset Managment, Investment Advisory, ETFs, Series 63
Education
Capital University - School of Management
MBA
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
The Ohio State University Fisher College of Business
BSBA, Business/Finance
Jackie Slaugenhaupt Jackie Slaugenhaupt's Banc of America Capital Management Experience 2000 - 2004
Job Vice President, Senior Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Dan Dodillet's Banc of America Capital Management Experience 2002 - 2005
Job Director, Midwest Sales
Industry Financial Services
Experience
John Hancock Retirement Plan Services June 2005 - Present
Banc of America Capital Management 2002 - 2005
Fidelity Investments 1998 - 2002
Metropolitan Life Insurance Company 1992 - 1998
Hartford Financial Services Group 1988 - 1992
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., Economics
John Hancock Retirement Plan Services June 2005 - Present
Banc of America Capital Management 2002 - 2005
Fidelity Investments 1998 - 2002
Metropolitan Life Insurance Company 1992 - 1998
Hartford Financial Services Group 1988 - 1992
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., Economics
George Matthews, CFA's Banc of America Capital Management Experience 2000 - 2004
Job Head of Consultant Relations & Business Development at Analytic Investors
Industry Investment Management
Experience
Analytic Investors October 2012 - Present
Kayne Anderson Capital Advisors August 2012 - October 2012
Analytic Investors, LLC. August 2009 - August 2012
Wells Capital Management March 2004 - August 2009
Banc of America Capital Management 2000 - 2004
Wilshire Associates 1995 - 2000
Skills
Investment Strategies, Asset Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Investment Advisory, Investment Management, Fixed Income, Equity Research, Derivatives, Capital Markets, Series 7, Trading, ETFs, Options, Fund Of Funds, Portfolio Optimization, Valuation, Emerging Markets, Institutional..., Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
California State University-Chico 1993 — 1996
BS, Finance
Analytic Investors October 2012 - Present
Kayne Anderson Capital Advisors August 2012 - October 2012
Analytic Investors, LLC. August 2009 - August 2012
Wells Capital Management March 2004 - August 2009
Banc of America Capital Management 2000 - 2004
Wilshire Associates 1995 - 2000
Skills
Investment Strategies, Asset Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Investment Advisory, Investment Management, Fixed Income, Equity Research, Derivatives, Capital Markets, Series 7, Trading, ETFs, Options, Fund Of Funds, Portfolio Optimization, Valuation, Emerging Markets, Institutional..., Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
California State University-Chico 1993 — 1996
BS, Finance
Mark W. Cauthen Mark W. Cauthen's Banc of America Capital Management Experience February 2000 - November 2004
Job Equity Trading Professional
Industry Financial Services
Experience
Golden Capital Management February 2007 - September 2013
Banc of America Capital Management February 2000 - November 2004
Capital Technology January 1993 - December 1999
Skills
Equities, Trading Systems
Education
Clemson University 1983 — 1987
B.S. Financial Management
Golden Capital Management February 2007 - September 2013
Banc of America Capital Management February 2000 - November 2004
Capital Technology January 1993 - December 1999
Skills
Equities, Trading Systems
Education
Clemson University 1983 — 1987
B.S. Financial Management
Jean W. Hsu Jean W. Hsu's Banc of America Capital Management Experience 2000 - 2002
Job Investment Analyst
Industry Investment Management
Experience
STAR Analytical Services 2014 - Present
CenseoHealth 2013 - Present
Mac Capital Partners 2009 - Present
Profit Investment Management 2005 - 2009
Friedman Billings Ramsey 2002 - 2005
Banc of America Capital Management 2000 - 2002
Skills
Financial Modeling, Equity Research, Equity Derivatives, Technical Analysis, Economics, Valuation, Alternative Investments, Hedge Funds, Investments, Asset Management, Portfolio Management, Equities, Healthcare, Emerging Markets, Fixed Income, Venture Capital, Capital Markets, Trading
Education
The University of Texas Medical School at Houston
Doctor of Medicine (M.D.)
The University of Texas at Austin
Bachelor of Science (B.S.), Molecular Biology
STAR Analytical Services 2014 - Present
CenseoHealth 2013 - Present
Mac Capital Partners 2009 - Present
Profit Investment Management 2005 - 2009
Friedman Billings Ramsey 2002 - 2005
Banc of America Capital Management 2000 - 2002
Skills
Financial Modeling, Equity Research, Equity Derivatives, Technical Analysis, Economics, Valuation, Alternative Investments, Hedge Funds, Investments, Asset Management, Portfolio Management, Equities, Healthcare, Emerging Markets, Fixed Income, Venture Capital, Capital Markets, Trading
Education
The University of Texas Medical School at Houston
Doctor of Medicine (M.D.)
The University of Texas at Austin
Bachelor of Science (B.S.), Molecular Biology
Andrew Telford's Banc of America Capital Management Experience September 2003 - April 2004
Job Project Manager Asset Management Strategic Initiatives at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
TIAA-CREF April 2004 - Present
Banc of America Capital Management September 2003 - April 2004
Bank of America February 2003 - August 2003
Wachovia Corp July 2002 - January 2003
BNY Mellon February 2000 - July 2002
Bridge Information Systems August 1997 - February 2000
Education
Wake Forest University 2003 — 2005
MBA
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science, Finance
Gregory Robitshek, CFA's Banc of America Capital Management Experience July 2003 - November 2004
Job Vice President Trader/Analyst at NWQ Investment Mangement/Nuveen Investments
Industry Investment Management
Experience
NWQ Investment Mangement/Nuveen Investments March 2011 - Present
Nuveen Investments September 2007 - March 2011
City National Asset Management April 2006 - August 2007
US Trust November 2004 - January 2006
Banc of America Capital Management July 2003 - November 2004
Banc of America Capital Management May 2000 - June 2003
Milken Institute May 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Bonds, Financial Analysis, Trading, Credit Analysis, Economics, High Yield, Equities, Investment Management, Strategy, Analysis, Investment Strategies, Financial Modeling, Relationship Management, Quantitative Analytics, Equity Research, Hedging, Competitive Analysis, Derivatives
Education
UCLA Anderson School of Management 2003 — 2006
MBA
Washington University in St. Louis 1994 — 1998
BA
NWQ Investment Mangement/Nuveen Investments March 2011 - Present
Nuveen Investments September 2007 - March 2011
City National Asset Management April 2006 - August 2007
US Trust November 2004 - January 2006
Banc of America Capital Management July 2003 - November 2004
Banc of America Capital Management May 2000 - June 2003
Milken Institute May 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Bonds, Financial Analysis, Trading, Credit Analysis, Economics, High Yield, Equities, Investment Management, Strategy, Analysis, Investment Strategies, Financial Modeling, Relationship Management, Quantitative Analytics, Equity Research, Hedging, Competitive Analysis, Derivatives
Education
UCLA Anderson School of Management 2003 — 2006
MBA
Washington University in St. Louis 1994 — 1998
BA
Alan Bryant's Banc of America Capital Management Experience November 1999 - August 2005
Job
Industry Investment Management
Experience
TIAA-CREF September 2005 - Present
Columbia Management Group November 1999 - August 2005
Banc of America Capital Management November 1999 - August 2005
Nations Funds February 1999 - November 1999
The Financial Group June 1998 - January 1999
Education
Appalachian State University
BSBA
TIAA-CREF September 2005 - Present
Columbia Management Group November 1999 - August 2005
Banc of America Capital Management November 1999 - August 2005
Nations Funds February 1999 - November 1999
The Financial Group June 1998 - January 1999
Education
Appalachian State University
BSBA
John McJunkin's Banc of America Capital Management Experience January 1999 - January 2003
Job Investment Performance Measurement Consultant
Industry Investment Management
Experience
First Citizens Capital Management April 2003 - Present
Banc of America Capital Management January 1999 - January 2003
First Union Capital Management 1996 - 1998
First Union National Bank 1990 - 1997
First Union Capital Management 1990 - 1995
Education
Davidson College 1978 — 1983
Bachelor's of Arts, Economics
First Citizens Capital Management April 2003 - Present
Banc of America Capital Management January 1999 - January 2003
First Union Capital Management 1996 - 1998
First Union National Bank 1990 - 1997
First Union Capital Management 1990 - 1995
Education
Davidson College 1978 — 1983
Bachelor's of Arts, Economics
Chris Eller, CIMA®, AIF®'s Banc of America Capital Management Experience 2001 - 2004
Job Director of Investment Analytics at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2006 - Present
Banc of America Capital Management 2001 - 2004
Evergeen Investment Services 1993 - 2001
Education
North Carolina State University 1987 — 1991
BA, Finance, Economics
TIAA-CREF 2006 - Present
Banc of America Capital Management 2001 - 2004
Evergeen Investment Services 1993 - 2001
Education
North Carolina State University 1987 — 1991
BA, Finance, Economics
Robert Ensor, CFA, CAIA's Banc of America Capital Management Experience 2000 - 2003
Job Family Office Director of Investments at Argos Investment Advisors
Industry Investment Management
Experience
Argos Investment Advisors September 2008 - Present
Lutheran Foundation of St. Louis 2007 - Present
Lutheran Elementary School Association 2008 - 2011
Moneta Group August 2005 - September 2008
Bank of America 2004 - August 2005
Banc of America Capital Management 2000 - 2003
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Business
University of Missouri-Columbia 1988 — 1991
BSBA, Business
University of Missouri-Columbia 1988 — 1991
BA, English
Argos Investment Advisors September 2008 - Present
Lutheran Foundation of St. Louis 2007 - Present
Lutheran Elementary School Association 2008 - 2011
Moneta Group August 2005 - September 2008
Bank of America 2004 - August 2005
Banc of America Capital Management 2000 - 2003
Education
University of Missouri-Saint Louis 1998 — 2000
MBA, Business
University of Missouri-Columbia 1988 — 1991
BSBA, Business
University of Missouri-Columbia 1988 — 1991
BA, English
Christopher Gunster's Banc of America Capital Management Experience March 1993 - March 2000
Job Managing Director at U.S. Trust, Head of Fixed Income Portfolio Management
Industry Investment Management
Experience
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
US Trust May 2010 - Present
Interlachen Capital Group March 2008 - August 2009
Allegiance Capital Customized Investments March 2006 - December 2007
Evergreen Investments April 2003 - March 2006
BB&T Asset Management October 2002 - April 2003
Financial Consultant March 2001 - October 2002
E*Trade Bank November 2000 - April 2001
Banc of America Capital Management March 1993 - March 2000
The Boston Company June 1991 - March 1993
Hewlett-Packard GmbH 1990 - 1990
Skills
ABS, Residential Mortgages, Fixed Income, Hedge Funds, Mutual Funds, CMBS, sovereign bonds, Trust Management, Fixed Income Portfolio..., Fixed Income Strategies, BondEdge, Total Return, Institutional Portfolio..., Separately Managed..., Institutional..., Capital Markets, Asset Management, Investment Management, Investments, Portfolio Management, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA, Finance
Kenyon College 1984 — 1987
BA, Chemistry
Carla Cumpston's Banc of America Capital Management Experience February 2001 - May 2002
Job Certified Financial Planner
Industry Investment Management
Experience
Palo Alto Chamber of Commerce December 2008 - December 2014
Palo Alto Business Referral Network October 2006 - September 2014
Edward Jones Investments August 2002 - September 2014
Financial Planning Forum 2007 - 2013
Palo Alto Chamber of Commerce 2008 - 2009
Banc of America Capital Management February 2001 - May 2002
Bank of America 1993 - May 2002
Skills
Investments, Portfolio Management, Retirement, Wealth Management, Small Business, Investment Advisory, Estate Planning, Investment Strategies, Series 63, Relationship Management, Strategic Financial..., Financial Advisory, Banking, Credit, 401k Rollovers, Strategic Planning
Education
Linfield College
Bachelor's degree, Business Administration and Management, General
Cleveland High School, Portland, OR
University of Oregon
Palo Alto Chamber of Commerce December 2008 - December 2014
Palo Alto Business Referral Network October 2006 - September 2014
Edward Jones Investments August 2002 - September 2014
Financial Planning Forum 2007 - 2013
Palo Alto Chamber of Commerce 2008 - 2009
Banc of America Capital Management February 2001 - May 2002
Bank of America 1993 - May 2002
Skills
Investments, Portfolio Management, Retirement, Wealth Management, Small Business, Investment Advisory, Estate Planning, Investment Strategies, Series 63, Relationship Management, Strategic Financial..., Financial Advisory, Banking, Credit, 401k Rollovers, Strategic Planning
Education
Linfield College
Bachelor's degree, Business Administration and Management, General
Cleveland High School, Portland, OR
University of Oregon
Jeff Stallard's Banc of America Capital Management Experience January 2001 - July 2005
Job VP Institutional Cash Sales at BofA Global Capital Management
Industry Financial Services
Experience
BofA Global Capital Management May 2010 - Present
Columbia Management July 2005 - May 2010
Banc of America Capital Management January 2001 - July 2005
Stephens, Inc./Nations Funds September 1995 - January 2001
Skills
Series 7, Fixed Income, Mutual Funds, Asset Management, Series 63, Asset Allocation, Financial Services, Risk Management, Securities
Education
The Ohio State University 1990 — 1993
BSBA, Economics
BofA Global Capital Management May 2010 - Present
Columbia Management July 2005 - May 2010
Banc of America Capital Management January 2001 - July 2005
Stephens, Inc./Nations Funds September 1995 - January 2001
Skills
Series 7, Fixed Income, Mutual Funds, Asset Management, Series 63, Asset Allocation, Financial Services, Risk Management, Securities
Education
The Ohio State University 1990 — 1993
BSBA, Economics
Daniel Charles's Banc of America Capital Management Experience 2002 - 2004
Job Global Head of Distribution at William Blair and Company
Industry Investment Management
Experience
William Blair and Company March 2010 - Present
Janus Capital Group January 2009 - March 2010
Janus Captial Group December 2007 - March 2010
Janus Capital Group August 2005 - November 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2002 - 2004
ING 2000 - 2002
Aetna 1989 - 2000
Skills
Portfolio Management, Asset Managment, Investment Advisory, Securities, Mutual Funds, Financial Analysis, Investments, Wealth Management, Strategic Planning, Alternative Investments, Series 7, Asset Management, Equities, Financial Services, Management, Investment Management, Series 63, Asset Allocation, Fixed Income, Hedge Funds
Education
Rockhurst University 1984 — 1988
BSBA, Marketing
William Blair and Company March 2010 - Present
Janus Capital Group January 2009 - March 2010
Janus Captial Group December 2007 - March 2010
Janus Capital Group August 2005 - November 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2002 - 2004
ING 2000 - 2002
Aetna 1989 - 2000
Skills
Portfolio Management, Asset Managment, Investment Advisory, Securities, Mutual Funds, Financial Analysis, Investments, Wealth Management, Strategic Planning, Alternative Investments, Series 7, Asset Management, Equities, Financial Services, Management, Investment Management, Series 63, Asset Allocation, Fixed Income, Hedge Funds
Education
Rockhurst University 1984 — 1988
BSBA, Marketing
Joe Campbell, CIMA's Banc of America Capital Management Experience June 2000 - June 2003
Job Managing Director at SunTrust Sports & Entertainment
Industry Investment Management
Experience
SunTrust Sports & Entertainment January 2007 - Present
SunTrust Bank August 2004 - January 2007
SunTrust Bank July 2003 - July 2004
Banc of America Capital Management June 2000 - June 2003
Banc of America Investments December 1998 - June 2000
Education
University of North Carolina at Charlotte 1993 — 1997
BA, Political Science
SunTrust Sports & Entertainment January 2007 - Present
SunTrust Bank August 2004 - January 2007
SunTrust Bank July 2003 - July 2004
Banc of America Capital Management June 2000 - June 2003
Banc of America Investments December 1998 - June 2000
Education
University of North Carolina at Charlotte 1993 — 1997
BA, Political Science
Joe Shelly's Banc of America Capital Management Experience December 1997 - October 2003
Job Director of Sales & Marketing at Cupps Capital Management, LLC
Industry Investment Management
Experience
Cupps Capital Management, LLC August 2012 - Present
Glenmede Investment Management April 2007 - August 2012
U.S. Trust Corporation October 2003 - April 2007
Banc of America Capital Management December 1997 - October 2003
Harris Investment Management May 1995 - November 1997
John Nuveen & Company September 1984 - May 1995
Skills
Alternative Investments, Investments, Asset Managment, Fixed Income, Asset Allocation, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Investment Management, Bloomberg, Endowments, Equity Research, Valuation, Series 7, Derivatives, Financial Modeling
Education
Miami University 1979 — 1983
Bachelor of Science, Finance
The John Marshall Law School 1987 — 1991
Juris Doctor
Cupps Capital Management, LLC August 2012 - Present
Glenmede Investment Management April 2007 - August 2012
U.S. Trust Corporation October 2003 - April 2007
Banc of America Capital Management December 1997 - October 2003
Harris Investment Management May 1995 - November 1997
John Nuveen & Company September 1984 - May 1995
Skills
Alternative Investments, Investments, Asset Managment, Fixed Income, Asset Allocation, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Investment Management, Bloomberg, Endowments, Equity Research, Valuation, Series 7, Derivatives, Financial Modeling
Education
Miami University 1979 — 1983
Bachelor of Science, Finance
The John Marshall Law School 1987 — 1991
Juris Doctor
Nathan Landsbaum's Banc of America Capital Management Experience 2000 - 2003
Job Senior Vice President, Finance at Sunshine State Health Plan, a Centene subsidiary
Industry Insurance
Experience
Sunshine State Health Plan, a Centene subsidiary October 2010 - Present
Centene Corporation August 2009 - September 2010
Centene Corporation January 2007 - July 2009
Centene Corporation August 2005 - December 2006
The Fortune Group 2003 - 2005
Banc of America Capital Management 2000 - 2003
Skills
Mergers & Acquisitions, Managed Care, Financial Modeling, Strategic Planning, Financial Analysis, Process Improvement, Health Insurance, Medicaid, Medicare, Healthcare, Business Analysis, Insurance, Cross-functional Team..., Forecasting, Budgets, Business Development, Risk Management, Business Strategy, Due Diligence, Finance
Education
University of Missouri-Saint Louis 1998 — 2001
Masters, Business Administration
Truman State University 1993 — 1997
BS, Finance
Sunshine State Health Plan, a Centene subsidiary October 2010 - Present
Centene Corporation August 2009 - September 2010
Centene Corporation January 2007 - July 2009
Centene Corporation August 2005 - December 2006
The Fortune Group 2003 - 2005
Banc of America Capital Management 2000 - 2003
Skills
Mergers & Acquisitions, Managed Care, Financial Modeling, Strategic Planning, Financial Analysis, Process Improvement, Health Insurance, Medicaid, Medicare, Healthcare, Business Analysis, Insurance, Cross-functional Team..., Forecasting, Budgets, Business Development, Risk Management, Business Strategy, Due Diligence, Finance
Education
University of Missouri-Saint Louis 1998 — 2001
Masters, Business Administration
Truman State University 1993 — 1997
BS, Finance
Linda Fahn's Banc of America Capital Management Experience 1999 - 2000
Job Realtor at Keller Williams Realty Palo Alto
Industry Real Estate
Experience
Keller Williams Realty Palo Alto 2009 - Present
Coldwell Banker Residential Brokerage, Palo Alto, CA 2001 - 2008
Banc of America Capital Management 1999 - 2000
Bank of America, NT&SA, San Francisco, CA 1978 - 1999
Skills
Real Estate Transactions, Buyer Representation, Sellers, First Time Home Buyers, Relocation, Investment Properties, Property Management, Buyers, Move Up Buyers, Listing Homes, Multiple Listing Service, Residential Homes, Single Family Homes, Condos, Compliance, Risk Management, Financial Services, Securities Lending, Auditing, Project Management, Equities, Fixed Income, International Equities, Broker Dealer Operations, Trust Services, Alternative Investments, Investment Management, Private Banking, mutual funds, Broker-Dealer Compliance, Broker-Dealer Operations, SFR, REO, Real Estate
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Major: Psychology Minor: Business Administration/Finance
Keller Williams Realty Palo Alto 2009 - Present
Coldwell Banker Residential Brokerage, Palo Alto, CA 2001 - 2008
Banc of America Capital Management 1999 - 2000
Bank of America, NT&SA, San Francisco, CA 1978 - 1999
Skills
Real Estate Transactions, Buyer Representation, Sellers, First Time Home Buyers, Relocation, Investment Properties, Property Management, Buyers, Move Up Buyers, Listing Homes, Multiple Listing Service, Residential Homes, Single Family Homes, Condos, Compliance, Risk Management, Financial Services, Securities Lending, Auditing, Project Management, Equities, Fixed Income, International Equities, Broker Dealer Operations, Trust Services, Alternative Investments, Investment Management, Private Banking, mutual funds, Broker-Dealer Compliance, Broker-Dealer Operations, SFR, REO, Real Estate
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Major: Psychology Minor: Business Administration/Finance
Linda Bannister, CFA's Banc of America Capital Management Experience February 2000 - March 2003
Job Senior Mutual Fund Analyst Edward Jones
Industry Financial Services
Experience
Edward Jones January 2013 - Present
Edward Jones March 2003 - December 2012
Banc of America Capital Management February 2000 - March 2003
Edward Jones November 1996 - February 2000
Skills
Portfolio Management, Equities, 401k, Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Planners, Series 7, Equity Research, Wealth Management, Asset Allocation, Financial Analysis, Due Diligence, Investment Advisory, Financial Modeling, Financial Advisory
Education
University of Missouri - St. Louis 1991 — 1993
MBA
Missouri State University 1988 — 1991
BS, Finance
Edward Jones January 2013 - Present
Edward Jones March 2003 - December 2012
Banc of America Capital Management February 2000 - March 2003
Edward Jones November 1996 - February 2000
Skills
Portfolio Management, Equities, 401k, Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Planners, Series 7, Equity Research, Wealth Management, Asset Allocation, Financial Analysis, Due Diligence, Investment Advisory, Financial Modeling, Financial Advisory
Education
University of Missouri - St. Louis 1991 — 1993
MBA
Missouri State University 1988 — 1991
BS, Finance
Simon Burton, CFA's Banc of America Capital Management Experience April 2000 - September 2003
Job Vice President, Investor Relations at Kellogg Company
Industry Consumer Goods
Experience
Kellogg Company January 2012 - Present
Norges Bank Investment Management May 2008 - January 2012
Kellogg Company September 2007 - May 2008
Kellogg Company September 2003 - September 2007
Banc of America Capital Management April 2000 - September 2003
McKendree University January 1998 - May 2003
Bank of America Investment Management November 1997 - May 2000
Skills
Financial Modeling, Finance, Competitive Analysis, Strategy, Forecasting
Education
Olin School of Business, Washington University
Master of Business Administration (M.B.A.), Finance
King College
Bachelor of Arts (B.A.), Political Science/History/English
Kellogg Company January 2012 - Present
Norges Bank Investment Management May 2008 - January 2012
Kellogg Company September 2007 - May 2008
Kellogg Company September 2003 - September 2007
Banc of America Capital Management April 2000 - September 2003
McKendree University January 1998 - May 2003
Bank of America Investment Management November 1997 - May 2000
Skills
Financial Modeling, Finance, Competitive Analysis, Strategy, Forecasting
Education
Olin School of Business, Washington University
Master of Business Administration (M.B.A.), Finance
King College
Bachelor of Arts (B.A.), Political Science/History/English
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY