Banyan Partners
Industry: Company
DescriptionFounded: 2006 Parent organization: Boston Private Bank & Trust Company Subsidiary: Rushmore Investment Advisors, Inc.
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Banyan Partners Employees
Employee
Years
Job
Industry
Aaron Vann Aaron Vann's Banyan Partners Experience October 2013 - Present
Job Director of Quantitative Analysis at Banyan Partners
Industry Financial Services
Experience
Banyan Partners October 2013 - Present
Rushmore Investment Advisors 2003 - September 2013
Seperate Account Money Manager September 2003 - 2004
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Financial Modeling, Equity Research, Quantitative Analytics, Asset Management, Private Equity, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters of Business Adminstration, Concentration in Finance
Southern Methodist University - Cox School of Business 2002 — 2004
Graduate Finance Certificate, Finance
Austin College 1996 — 2001
Bachelor of Arts, Business Administration
Banyan Partners October 2013 - Present
Rushmore Investment Advisors 2003 - September 2013
Seperate Account Money Manager September 2003 - 2004
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Financial Modeling, Equity Research, Quantitative Analytics, Asset Management, Private Equity, Mutual Funds
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters of Business Adminstration, Concentration in Finance
Southern Methodist University - Cox School of Business 2002 — 2004
Graduate Finance Certificate, Finance
Austin College 1996 — 2001
Bachelor of Arts, Business Administration
Mark Mathers, CFP® Mark Mathers, CFP®'s Banyan Partners Experience August 2013 - January 2015
Job Managing Director at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors September 2015 - Present
Banyan Partners August 2013 - January 2015
Silver Bridge August 2010 - August 2013
Bostonian Group October 2006 - August 2010
Mathers Financial Group, Inc August 1999 - September 2006
Bradley Advisory Group, Inc August 1995 - August 1999
Skills
Leadership, Personal Financial..., Wealth Management, Business Development, Estate Planning, Client Services, High Net Worth..., Management, Financial Planning, Account Management, Asset Allocation, Investments, Asset Management, Estate Tax Planning, Finance, Financial Advisory, Investment Management, Wealth Management..., Relationship Management, Equities, Financial Analysis, Due Diligence, Financial Services, Strategic Planning, Investment Advisory
Education
Ulster University 1984 — 1988
BA (Honors) Business Studies, Marketing
St. Patrick's College, Maynooth 1993 — 1994
Diploma Philosophy, Philosophy
University of San Francisco 1989 — 1989
Business, Export Marketing Certificate at McLaren College of Business
Beacon Pointe Wealth Advisors September 2015 - Present
Banyan Partners August 2013 - January 2015
Silver Bridge August 2010 - August 2013
Bostonian Group October 2006 - August 2010
Mathers Financial Group, Inc August 1999 - September 2006
Bradley Advisory Group, Inc August 1995 - August 1999
Skills
Leadership, Personal Financial..., Wealth Management, Business Development, Estate Planning, Client Services, High Net Worth..., Management, Financial Planning, Account Management, Asset Allocation, Investments, Asset Management, Estate Tax Planning, Finance, Financial Advisory, Investment Management, Wealth Management..., Relationship Management, Equities, Financial Analysis, Due Diligence, Financial Services, Strategic Planning, Investment Advisory
Education
Ulster University 1984 — 1988
BA (Honors) Business Studies, Marketing
St. Patrick's College, Maynooth 1993 — 1994
Diploma Philosophy, Philosophy
University of San Francisco 1989 — 1989
Business, Export Marketing Certificate at McLaren College of Business
Robert Pavlik Robert Pavlik's Banyan Partners Experience 2008 - 2014
Job Chief Market Strategist & Senior Portfolio Manager at Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth LLC 2014 - Present
Banyan Partners 2008 - 2014
Oaktree Asset Management 1999 - 2008
Matrix Capital Group 1998 - 1999
Laidlaw Asset Management, Inc. 1996 - 1998
Borders Group, Inc 1991 - 1995
UPS 1990 - 1991
Laidlaw Capital Management Inc 1987 - 1990
Skills
Investment Management, Portfolio Management, Investment Portfolio, Equity Capital Markets, Equity Management, Fixed Income Portfolio..., Business Development, Television, Equity Trading, Capital Markets, Television Interviews, Radio Interviews, Investment Symposium, Capital Market..., Custom Portfolio..., Investment Portfolio..., Equities, Asset Management, Fixed Income, Investments, Bloomberg, Investment Strategies, Asset Allocation, Securities, Trading, Financial Markets, Finance, Valuation, Wealth Management, Management, Strategy, Equity Research, Financial Analysis, Investment Advisory, Financial Services, Bonds, Economics, Corporate Finance, Due Diligence, Analysis, Financial Planning, Technical Analysis, Financial Advisory, Retirement Planning, High Net Worth...
Education
University of Bridgeport
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Central Connecticut State University
Bachelor of Science (B.S.), Finance, General, 3.6
Norwalk Community College
Associate's Degree, Marketing/Marketing Management, General, 3.8
Boston Private Wealth LLC 2014 - Present
Banyan Partners 2008 - 2014
Oaktree Asset Management 1999 - 2008
Matrix Capital Group 1998 - 1999
Laidlaw Asset Management, Inc. 1996 - 1998
Borders Group, Inc 1991 - 1995
UPS 1990 - 1991
Laidlaw Capital Management Inc 1987 - 1990
Skills
Investment Management, Portfolio Management, Investment Portfolio, Equity Capital Markets, Equity Management, Fixed Income Portfolio..., Business Development, Television, Equity Trading, Capital Markets, Television Interviews, Radio Interviews, Investment Symposium, Capital Market..., Custom Portfolio..., Investment Portfolio..., Equities, Asset Management, Fixed Income, Investments, Bloomberg, Investment Strategies, Asset Allocation, Securities, Trading, Financial Markets, Finance, Valuation, Wealth Management, Management, Strategy, Equity Research, Financial Analysis, Investment Advisory, Financial Services, Bonds, Economics, Corporate Finance, Due Diligence, Analysis, Financial Planning, Technical Analysis, Financial Advisory, Retirement Planning, High Net Worth...
Education
University of Bridgeport
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Central Connecticut State University
Bachelor of Science (B.S.), Finance, General, 3.6
Norwalk Community College
Associate's Degree, Marketing/Marketing Management, General, 3.8
Alyssa Nelson's Banyan Partners Experience June 2014 - August 2014
Job Men's Basketball Manager at Boston College
Industry Marketing and Advertising
Experience
Cedardale Health and Fitness June 2011 - Present
Boston Celtics May 2015 - August 2015
Banyan Partners June 2014 - August 2014
Cedardale Health and Fitness May 2011 - August 2013
Boston College Event Operations September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Public Relations, Management, Leadership, Marketing
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Marketing/ Management and Leadership
Haverhill High School 2008 — 2012
Cedardale Health and Fitness June 2011 - Present
Boston Celtics May 2015 - August 2015
Banyan Partners June 2014 - August 2014
Cedardale Health and Fitness May 2011 - August 2013
Boston College Event Operations September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, English, Public Relations, Management, Leadership, Marketing
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Marketing/ Management and Leadership
Haverhill High School 2008 — 2012
Emily Moran's Banyan Partners Experience August 2013 - March 2014
Job Associate Portfolio Manager at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. April 2014 - Present
Banyan Partners August 2013 - March 2014
Silver Bridge March 2012 - August 2013
Brown Brothers Harriman August 2011 - March 2012
America's Growth Capital February 2011 - April 2011
Dow Jones Enterprise Media Group October 2010 - December 2010
Skills
Series 7, Series 63
Education
Boston University 2007 — 2011
B.A., Economics, International Business
RBC Global Asset Management (U.S.) Inc. April 2014 - Present
Banyan Partners August 2013 - March 2014
Silver Bridge March 2012 - August 2013
Brown Brothers Harriman August 2011 - March 2012
America's Growth Capital February 2011 - April 2011
Dow Jones Enterprise Media Group October 2010 - December 2010
Skills
Series 7, Series 63
Education
Boston University 2007 — 2011
B.A., Economics, International Business
Jennifer Loveless's Banyan Partners Experience August 2013 - February 2015
Job Client Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - February 2015
Silver Bridge November 2011 - July 2013
Silver Bridge June 2008 - October 2011
Brown Brothers Harriman June 2005 - June 2008
Education
Boston University Questrom School of Business 2001 — 2005
B.S., Business Management / Finance
Brian Hall Brian Hall's Banyan Partners Experience June 2011 - Present
Job President at CubaKat
Industry Transportation/Trucking/Railroad
Experience
Marcos Pizza Franchise May 2014 - Present
Banyan Partners June 2011 - Present
Bulldog Marine March 2003 - Present
Healthy Baby USA January 2013 - Present
Bulldog Energy June 2012 - Present
Kona Catamaran LLC August 2009 - Present
CubaKat June 2011 - Present
Hall Family Retreats, LLC January 2005 - January 2012
Banyan Organics January 2009 - December 2011
CleanKoal January 2006 - December 2011
Skills
Start-ups, Strategic Planning, New Business Development, Business Strategy, Piloting, Entrepreneurship, Boat Building, U.S. Immigration, Energy Technology, Marine Operations, Operations Management, International Business, International Sales, Contract Negotiation, Sales, Investments, Mergers & Acquisitions, Sailing, Market Research, Team Building, Strategy, Business Planning, Executive Management, Logistics, Maritime, Marketing Strategy, Shipping, Venture Capital, Management Consulting, Business Development, Transportation, International Trade, Sales Operations, Strategic Partnerships, Freight
Education
University of Southern California 1991 — 1992
USAF Crash Investigation, USAF Crash Investigation
Valdosta State University 1983 — 1987
BA, Mgt and Mgt Info Systems
Jonesboro High School 1981 — 1983
High School Diploma
Marcos Pizza Franchise May 2014 - Present
Banyan Partners June 2011 - Present
Bulldog Marine March 2003 - Present
Healthy Baby USA January 2013 - Present
Bulldog Energy June 2012 - Present
Kona Catamaran LLC August 2009 - Present
CubaKat June 2011 - Present
Hall Family Retreats, LLC January 2005 - January 2012
Banyan Organics January 2009 - December 2011
CleanKoal January 2006 - December 2011
Skills
Start-ups, Strategic Planning, New Business Development, Business Strategy, Piloting, Entrepreneurship, Boat Building, U.S. Immigration, Energy Technology, Marine Operations, Operations Management, International Business, International Sales, Contract Negotiation, Sales, Investments, Mergers & Acquisitions, Sailing, Market Research, Team Building, Strategy, Business Planning, Executive Management, Logistics, Maritime, Marketing Strategy, Shipping, Venture Capital, Management Consulting, Business Development, Transportation, International Trade, Sales Operations, Strategic Partnerships, Freight
Education
University of Southern California 1991 — 1992
USAF Crash Investigation, USAF Crash Investigation
Valdosta State University 1983 — 1987
BA, Mgt and Mgt Info Systems
Jonesboro High School 1981 — 1983
High School Diploma
Joseph Campanale Joseph Campanale's Banyan Partners Experience August 2013 - October 2014
Job Senior Accountant @ Goulston & Storrs
Industry Financial Services
Experience
Goulston & Storrs October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge January 2001 - August 2013
Skills
Financial Services, Financial Reporting, Accounting
Education
Northeastern University 2007 — 2009
BS, Business Management
Goulston & Storrs October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge January 2001 - August 2013
Skills
Financial Services, Financial Reporting, Accounting
Education
Northeastern University 2007 — 2009
BS, Business Management
Derek Tam, CFP, AWMA Derek Tam, CFP, AWMA's Banyan Partners Experience August 2013 - October 2014
Job Senior Business Development Officer and Client Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge July 2010 - July 2013
H&S Financial Advisors LLC April 2007 - July 2010
Skills
Analysis, Research, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Strategy, Financial Advisory, Risk Management, Strategic Financial..., Entrepreneurship, Finance, Retirement Planning, Management, Wealth Management..., Investment Advisory, Wealth, Wealth Management, Financial Planning
Education
University of San Diego 2003 — 2006
Bachelors, Business with emphasis in Finance
Los Gatos High School 1999 — 2003
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge July 2010 - July 2013
H&S Financial Advisors LLC April 2007 - July 2010
Skills
Analysis, Research, Asset Allocation, Financial Analysis, Investments, Portfolio Management, Strategy, Financial Advisory, Risk Management, Strategic Financial..., Entrepreneurship, Finance, Retirement Planning, Management, Wealth Management..., Investment Advisory, Wealth, Wealth Management, Financial Planning
Education
University of San Diego 2003 — 2006
Bachelors, Business with emphasis in Finance
Los Gatos High School 1999 — 2003
Sean Cragan, CFP® Sean Cragan, CFP®'s Banyan Partners Experience August 2013 - Present
Job Director Portfolio Advisory at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - Present
Silver Bridge June 2008 - July 2013
Bank of America, US Trust April 2001 - May 2008
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Management
Education
Providence College
BS
National Outdoor Leadership School
Boston Private Wealth LLC February 2015 - Present
Banyan Partners August 2013 - Present
Silver Bridge June 2008 - July 2013
Bank of America, US Trust April 2001 - May 2008
Skills
Asset Allocation, Investments, Mutual Funds, Wealth Management, Portfolio Management, Asset Management
Education
Providence College
BS
National Outdoor Leadership School
Mike Burnick's Banyan Partners Experience 2010 - May 2012
Job Weiss Group Inc.
Industry Investment Management
Experience
The Weiss Group, Inc. July 2012 - Present
Jupiter Capital June 2010 - Present
Banyan Partners 2010 - May 2012
Weiss Capital Management 2002 - 2011
The Sovereign Society 2007 - 2008
Skills
Portfolio Management, Asset Allocation, Investments, Equities, Asset Management, Wealth Management, Research, Valuation, Analysis, Client Service, Hedge Funds, Trading, Market Analysis, Marketing Strategy, Writing, Financial Analysis, Investment Advisory, Bloomberg, Mutual Funds, Equity Research, Investment Management, Asset Managment
Education
Stetson University 1983 — 1986
BBA, Finance, Management
Satellite High school 1979 — 1981
The Weiss Group, Inc. July 2012 - Present
Jupiter Capital June 2010 - Present
Banyan Partners 2010 - May 2012
Weiss Capital Management 2002 - 2011
The Sovereign Society 2007 - 2008
Skills
Portfolio Management, Asset Allocation, Investments, Equities, Asset Management, Wealth Management, Research, Valuation, Analysis, Client Service, Hedge Funds, Trading, Market Analysis, Marketing Strategy, Writing, Financial Analysis, Investment Advisory, Bloomberg, Mutual Funds, Equity Research, Investment Management, Asset Managment
Education
Stetson University 1983 — 1986
BBA, Finance, Management
Satellite High school 1979 — 1981
Todd Mills Todd Mills's Banyan Partners Experience August 2013 - October 2014
Job Managing Director & Senior Wealth Advisor at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge May 2006 - July 2013
Fidelity Investments June 1996 - May 2006
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MSF, Finance
Trinity College-Hartford 1990 — 1994
BA, History
The Taft School
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge May 2006 - July 2013
Fidelity Investments June 1996 - May 2006
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MSF, Finance
Trinity College-Hartford 1990 — 1994
BA, History
The Taft School
Albert Parent Albert Parent's Banyan Partners Experience August 2013 - July 2014
Job Architect | Founder at Castle Horizon, LLC
Industry Financial Services
Experience
Castle Horizon, LLC August 2014 - Present
Banyan Partners August 2013 - July 2014
Silver Bridge December 2006 - July 2013
Atlantic Trust December 2001 - December 2006
State Street Corporation 2000 - 2001
State Street 1999 - 2000
Silver Platter Information Inc. 1997 - 1999
BGS Systems, Inc. 1994 - 1997
MITRE Corporation 1991 - 1994
Skills
Software Development, Enterprise Architecture, Agile Project Management, Databases, Microsoft SQL Server, C#, Java, C++, Unix, XML, Software Engineering, Project Management, Strategic Planning, Enterprise Software, Object Oriented Design, Distributed Systems, ASP.NET, JavaScript, Integration, Web Services, Financial Services, Business Process..., TCP/IP, Disaster Recovery, Business Analysis, Architectures, Strategy, Security, Agile Methodologies, CRM, Analysis, SQL
Education
Northeastern University 1992 — 1994
Master's Degree, Computer Science
Northeastern University 1986 — 1991
Bachelor's Degree, Physics, Math (Minor)
Castle Horizon, LLC August 2014 - Present
Banyan Partners August 2013 - July 2014
Silver Bridge December 2006 - July 2013
Atlantic Trust December 2001 - December 2006
State Street Corporation 2000 - 2001
State Street 1999 - 2000
Silver Platter Information Inc. 1997 - 1999
BGS Systems, Inc. 1994 - 1997
MITRE Corporation 1991 - 1994
Skills
Software Development, Enterprise Architecture, Agile Project Management, Databases, Microsoft SQL Server, C#, Java, C++, Unix, XML, Software Engineering, Project Management, Strategic Planning, Enterprise Software, Object Oriented Design, Distributed Systems, ASP.NET, JavaScript, Integration, Web Services, Financial Services, Business Process..., TCP/IP, Disaster Recovery, Business Analysis, Architectures, Strategy, Security, Agile Methodologies, CRM, Analysis, SQL
Education
Northeastern University 1992 — 1994
Master's Degree, Computer Science
Northeastern University 1986 — 1991
Bachelor's Degree, Physics, Math (Minor)
Jon-Erik Frederickson's Banyan Partners Experience May 2011 - October 2014
Job Portfolio Manager at Boston Private Wealth
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Banyan Partners May 2011 - October 2014
Quad Capital May 2009 - October 2011
Skills
Equities, Portfolio Management, Trading, Investment Management, Asset Management, Options Strategies, Financial Analysis, Asset Allocation, Mutual Funds, Alternative Investments
Education
University of New Hampshire 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Kent State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Boston Private Wealth LLC October 2014 - Present
Banyan Partners May 2011 - October 2014
Quad Capital May 2009 - October 2011
Skills
Equities, Portfolio Management, Trading, Investment Management, Asset Management, Options Strategies, Financial Analysis, Asset Allocation, Mutual Funds, Alternative Investments
Education
University of New Hampshire 2005 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Kent State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Tom Manning's Banyan Partners Experience August 2013 - 2013
Job Chief Investment Officer at Boston Private Wealth LLC
Industry Investment Management
Experience
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Boston Private Wealth LLC October 2014 - Present
Silver Bridge Advisors December 2012 - August 2013
Banyan Partners August 2013 - 2013
Silver Bridge May 2007 - November 2012
Bank of America April 2004 - May 2007
Fleet Bank 1990 - 2003
Skills
Asset Allocation, Portfolio Management, Due Diligence, Financial Advisory, Asset, Bloomberg, Equities, Investments, Trading, Wealth Management, Hedge Funds, Fixed Income, Corporate Finance, Equity Research, Strategic Financial..., Financial Analysis, Derivatives, Asset Managment, Bloomberg Terminal, Investment Banking, Alternative Investments, Asset Management, Bonds, Financial Modeling, Capital Markets, Financial Planning, Financial Services, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Securities, Valuation, Wealth Management...
Education
Clark University 1985 — 1989
B.A., Economic
Salisbury School 1980 — 1984
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.S.), Finance, General
Kevin Tice's Banyan Partners Experience January 2013 - October 2014
Job Founder of Temperance Partners
Industry Financial Services
Experience
Banyan Partners January 2013 - October 2014
Trufflepig Travel Inc. September 2012 - October 2014
Deutsche Bank 2007 - 2010
Deutsche Bank 2005 - 2007
J.P. Morgan 1997 - 2005
Shibley Righton LLP 1993 - 1995
Skills
Private Equity, Banking, Strategy, Investment Banking, Capital Markets, Divestitures, Venture Capital, Corporate Finance, Valuation, M&A experience, Financial Services, Family Office, Wealth Management, Financial Advisory, Due Diligence, Business Development, Emerging Markets, Investments, Mergers
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA
York University - Osgoode Hall Law School 1990 — 1993
LLB
University of Toronto - University of St. Michael's College 1987 — 1990
Notre Dame College School 1982 — 1987
Banyan Partners January 2013 - October 2014
Trufflepig Travel Inc. September 2012 - October 2014
Deutsche Bank 2007 - 2010
Deutsche Bank 2005 - 2007
J.P. Morgan 1997 - 2005
Shibley Righton LLP 1993 - 1995
Skills
Private Equity, Banking, Strategy, Investment Banking, Capital Markets, Divestitures, Venture Capital, Corporate Finance, Valuation, M&A experience, Financial Services, Family Office, Wealth Management, Financial Advisory, Due Diligence, Business Development, Emerging Markets, Investments, Mergers
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
MBA
York University - Osgoode Hall Law School 1990 — 1993
LLB
University of Toronto - University of St. Michael's College 1987 — 1990
Notre Dame College School 1982 — 1987
Lisa Natale, CFP®'s Banyan Partners Experience November 2013 - June 2014
Job Wellness Partner at Pegasystems & Assembly Row
Industry Financial Services
Experience
Pegasystems & Assembly Row May 2015 - Present
Some.Yoga.Studio October 2014 - Present
SYS October 2009 - Present
Banyan Partners November 2013 - June 2014
NASDAQ OMX June 2010 - September 2013
Pioneer June 2007 - May 2009
Evergreen Investments 2002 - 2007
Skills
Relationship Management, Financial Services, Salesforce.com, Account Management, CRM, Mutual Funds, Lead Generation, Yoga, Solution Selling, New Business Development, SaaS, Equities, Business Development, Fixed Income, Sales
Education
Northeastern University 1985 — 1990
BS in BA, Finance
Pegasystems & Assembly Row May 2015 - Present
Some.Yoga.Studio October 2014 - Present
SYS October 2009 - Present
Banyan Partners November 2013 - June 2014
NASDAQ OMX June 2010 - September 2013
Pioneer June 2007 - May 2009
Evergreen Investments 2002 - 2007
Skills
Relationship Management, Financial Services, Salesforce.com, Account Management, CRM, Mutual Funds, Lead Generation, Yoga, Solution Selling, New Business Development, SaaS, Equities, Business Development, Fixed Income, Sales
Education
Northeastern University 1985 — 1990
BS in BA, Finance
Sebastian Leburn, CFA's Banyan Partners Experience January 2011 - Present
Job Senior Portfolio Manager at Boston Private Wealth
Industry Investment Management
Experience
Banyan Partners January 2011 - Present
Weiss Capital Management October 2006 - December 2010
Weiss Capital Management 2001 - 2006
Weiss Capital Management 1999 - 2001
Skills
Asset Allocation, Equities, Asset Management, Portfolio Management, Investments, Investment Strategies, Equity Research, Alternative Investments, Investment Management, Mutual Funds
Education
Florida State University 1997 — 1999
Masters, Economics
Florida State University 1993 — 1997
Bachelors, Economics
Banyan Partners January 2011 - Present
Weiss Capital Management October 2006 - December 2010
Weiss Capital Management 2001 - 2006
Weiss Capital Management 1999 - 2001
Skills
Asset Allocation, Equities, Asset Management, Portfolio Management, Investments, Investment Strategies, Equity Research, Alternative Investments, Investment Management, Mutual Funds
Education
Florida State University 1997 — 1999
Masters, Economics
Florida State University 1993 — 1997
Bachelors, Economics
Lauri London's Banyan Partners Experience October 2013 - October 2014
Job Chief Compliance Officer, Associate General Counsel at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
BP Wealth Management, LLC October 2014 - Present
Banyan Partners October 2013 - October 2014
Ark Asset Management February 1997 - March 2006
Katten Muchin Rosenman LLP September 1994 - February 1997
Rosenman & Colin LLP (N/K/A Katten Muchin Rosenman LLP) 1994 - 1997
Skills
Corporate Governance, Securities Regulation, Corporate Law, Investments
Education
Columbia University School of Law 1991 — 1994
Doctor of Law (JD)
Lehigh University - College of Business and Economics 1981 — 1985
BS, accounting
George Washington HIgh School 1977 — 1981
high school
Boston Private Wealth LLC February 2015 - Present
BP Wealth Management, LLC October 2014 - Present
Banyan Partners October 2013 - October 2014
Ark Asset Management February 1997 - March 2006
Katten Muchin Rosenman LLP September 1994 - February 1997
Rosenman & Colin LLP (N/K/A Katten Muchin Rosenman LLP) 1994 - 1997
Skills
Corporate Governance, Securities Regulation, Corporate Law, Investments
Education
Columbia University School of Law 1991 — 1994
Doctor of Law (JD)
Lehigh University - College of Business and Economics 1981 — 1985
BS, accounting
George Washington HIgh School 1977 — 1981
high school
JP Powers's Banyan Partners Experience August 2013 - December 2014
Job Portfolio Manager at Ropes Wealth Advisors LLC
Industry Investment Management
Experience
Ropes Wealth Advisors LLC January 2015 - Present
Banyan Partners August 2013 - December 2014
Silver Bridge July 2010 - August 2013
Silver Bridge 2006 - July 2010
State Street Bank March 2005 - December 2006
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Investment Strategies
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
B.S., Business Administration
NRHS
Ropes Wealth Advisors LLC January 2015 - Present
Banyan Partners August 2013 - December 2014
Silver Bridge July 2010 - August 2013
Silver Bridge 2006 - July 2010
State Street Bank March 2005 - December 2006
Skills
Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Investment Strategies
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
B.S., Business Administration
NRHS
William O'Neill's Banyan Partners Experience January 2014 - February 2015
Job Due Diligence Analyst at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC February 2015 - Present
Banyan Partners January 2014 - February 2015
O'Brien Management December 2011 - January 2014
BNY Mellon June 2010 - December 2011
Skills
Financial Analysis, Mutual Funds, Equities, Fixed Income, French
Education
College of the Holy Cross 2004 — 2008
French and Economics
Boston Private Wealth LLC February 2015 - Present
Banyan Partners January 2014 - February 2015
O'Brien Management December 2011 - January 2014
BNY Mellon June 2010 - December 2011
Skills
Financial Analysis, Mutual Funds, Equities, Fixed Income, French
Education
College of the Holy Cross 2004 — 2008
French and Economics
Jason McPharlin's Banyan Partners Experience October 2013 - November 2013
Job Portfolio Manager at Banyan Partners, LLC
Industry Financial Services
Experience
Banyan Partners October 2013 - November 2013
Rushmore Investment Advisors April 2011 - September 2013
Northstar Capital December 2003 - March 2011
DIRECTV Latin America 1998 - 2003
Education
Thunderbird School of Global Management 1995 — 1996
MIM, International Finance
Nova Southeastern UniversityMBA 1994 — 1995
MBA, Business
Banyan Partners October 2013 - November 2013
Rushmore Investment Advisors April 2011 - September 2013
Northstar Capital December 2003 - March 2011
DIRECTV Latin America 1998 - 2003
Education
Thunderbird School of Global Management 1995 — 1996
MIM, International Finance
Nova Southeastern UniversityMBA 1994 — 1995
MBA, Business
Johndel Barrett's Banyan Partners Experience January 2011 - June 2014
Job UI/UX Designer, Web Developer, Graphic Designer
Industry Design
Experience
Banyan Partners January 2011 - June 2014
Weiss Capital Management, Inc November 2008 - December 2010
NewsMax Media, Inc. 2007 - 2008
Skills
Dreamweaver, Flash, Graphic Design, User Interface Design, Web Design
Education
Florida Agricultural and Mechanical University 2002 — 2006
BS, Graphic Design, Photography
Banyan Partners January 2011 - June 2014
Weiss Capital Management, Inc November 2008 - December 2010
NewsMax Media, Inc. 2007 - 2008
Skills
Dreamweaver, Flash, Graphic Design, User Interface Design, Web Design
Education
Florida Agricultural and Mechanical University 2002 — 2006
BS, Graphic Design, Photography
Jeff Pack's Banyan Partners Experience June 2014 - Present
Job Facilities Manager at Banyan Partners
Industry Facilities Services
Experience
Banyan Partners June 2014 - Present
Synergy Installation Solutions January 2009 - June 2014
j3h Architects October 2008 - January 2009
RdMArchitecture August 2006 - October 2008
Skills
SketchUp, Revit, PowerPoint, Microsoft Office
Education
Brigham Young University - Idaho 2001 — 2006
Bachelors, Science, with emphasis in Architecture
Banyan Partners June 2014 - Present
Synergy Installation Solutions January 2009 - June 2014
j3h Architects October 2008 - January 2009
RdMArchitecture August 2006 - October 2008
Skills
SketchUp, Revit, PowerPoint, Microsoft Office
Education
Brigham Young University - Idaho 2001 — 2006
Bachelors, Science, with emphasis in Architecture
Michelle Knight's Banyan Partners Experience August 2013 - April 2014
Job Chief Investment Officer & Chief Economist at Ropes Wealth Advisors LLC
Industry Financial Services
Experience
Ropes Wealth Advisors LLC January 2015 - Present
Ropes & Gray LLP April 2014 - December 2014
Banyan Partners August 2013 - April 2014
Silver Bridge May 2007 - July 2013
Atlantic Trust May 2001 - May 2007
JP Morgan Chase 1998 - 2001
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Bloomberg, Mutual Funds, Economics, Investment Management, Asset Management, Wealth Management, Equities, Trading, Financial Analysis, Strategic Financial..., Financial Services, Private Equity, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA/MSF, Economics
Boston College 1994 — 1998
BA, English
Boston Latin School
Ropes Wealth Advisors LLC January 2015 - Present
Ropes & Gray LLP April 2014 - December 2014
Banyan Partners August 2013 - April 2014
Silver Bridge May 2007 - July 2013
Atlantic Trust May 2001 - May 2007
JP Morgan Chase 1998 - 2001
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equity Research, Hedge Funds, Investment Strategies, Bloomberg, Mutual Funds, Economics, Investment Management, Asset Management, Wealth Management, Equities, Trading, Financial Analysis, Strategic Financial..., Financial Services, Private Equity, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA/MSF, Economics
Boston College 1994 — 1998
BA, English
Boston Latin School
Joanne Trickett's Banyan Partners Experience October 2010 - Present
Job Certified Mobile Notary and Signing Agent
Industry Education Management
Experience
North Carolina March 2013 - Present
Banyan Partners October 2010 - Present
Quality Packaging Services October 2011 - February 2012
Charlotte Mecklenburg School System 1999 - 2005
Skills
Office Administration, Customer Service, Office Management, Data Entry, North Carolina Mobile..., Team Leadership, Marketing, Social Networking, Team Building, Notary Public, Project Planning, Budgets
Education
Salem State University 1976 — 1981
B.S., Elementary Education
North Carolina March 2013 - Present
Banyan Partners October 2010 - Present
Quality Packaging Services October 2011 - February 2012
Charlotte Mecklenburg School System 1999 - 2005
Skills
Office Administration, Customer Service, Office Management, Data Entry, North Carolina Mobile..., Team Leadership, Marketing, Social Networking, Team Building, Notary Public, Project Planning, Budgets
Education
Salem State University 1976 — 1981
B.S., Elementary Education
Hap Wade's Banyan Partners Experience April 2010 - Present
Job Managing Director, Principal at Banyan Partners
Industry Investment Management
Experience
Banyan Partners April 2010 - Present
Fidelity Investments 1999 - 2010
Education
Mississippi State University 1981 — 1986
Bachelors, Communications
Banyan Partners April 2010 - Present
Fidelity Investments 1999 - 2010
Education
Mississippi State University 1981 — 1986
Bachelors, Communications
Ashley Schemine's Banyan Partners Experience June 2013 - Present
Job Operations & Marketing Consultant
Industry Education Management
Experience
Banyan Partners June 2013 - Present
York Preparatory Academy February 2012 - June 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Marketing Communications, Social Media, Public Relations, Event Planning, Social Media Marketing
Education
University of Alabama
Bachelor's degree, Communication and Media Studies
Banyan Partners June 2013 - Present
York Preparatory Academy February 2012 - June 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Marketing Communications, Social Media, Public Relations, Event Planning, Social Media Marketing
Education
University of Alabama
Bachelor's degree, Communication and Media Studies
Sherri Daniels's Banyan Partners Experience January 2011 - Present
Job Chief Operating Officer at Banyan Partners
Industry Investment Management
Experience
Banyan Partners January 2011 - Present
Weiss Capital Management, Inc. April 1990 - January 2011
Education
Texas State University 1980 — 1983
Bachelor of Science (BS), Pre-Law Studies
St.Agnes Academy 1975 — 1979
Banyan Partners January 2011 - Present
Weiss Capital Management, Inc. April 1990 - January 2011
Education
Texas State University 1980 — 1983
Bachelor of Science (BS), Pre-Law Studies
St.Agnes Academy 1975 — 1979
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY