Baring Asset Management
Industry: Insurance service company
DescriptionBarings LLC, known as Barings, is an international investment management firm owned by Massachusetts Mutual Life Insurance Company. It operates as a subsidiary of MassMutual Financial Group, a diversified financial services organisation. As of September 2018, Barings held US$310+ billion in assets under management. Headquarters: Charlotte, NC AUM: US$310+ billion (September 2018) Parent organization: Massachusetts Mutual Life Insurance Company CFO: Paul Thompson (Head Of Global Investment Services) Number of employees: 1,900 employees globally Subsidiaries: Barings Real Estate Advisers LLC,
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Baring Asset Management Employees
Employee
Years
Job
Industry
Aubrey Trudeau Aubrey Trudeau's Baring Asset Management Experience June 2015 - Present
Job Executive Assistant at Baring Asset Management
Industry Marketing and Advertising
Experience
Baring Asset Management June 2015 - Present
Cisco October 2013 - June 2015
Boston Ballet July 2013 - October 2013
American Diabetes Association July 2013 - September 2013
Cooley Dickinson Hospital January 2013 - May 2013
Multiple June 2011 - May 2013
British Beer Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Facebook, PowerPoint, Road Warrior, Social Media Marketing, Business Relationship..., Social Media, Time Management, Microsoft Word, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA)
Autonomous University of Barcelona
Baring Asset Management June 2015 - Present
Cisco October 2013 - June 2015
Boston Ballet July 2013 - October 2013
American Diabetes Association July 2013 - September 2013
Cooley Dickinson Hospital January 2013 - May 2013
Multiple June 2011 - May 2013
British Beer Company May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Facebook, PowerPoint, Road Warrior, Social Media Marketing, Business Relationship..., Social Media, Time Management, Microsoft Word, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA)
Autonomous University of Barcelona
Edward Nockles Edward Nockles's Baring Asset Management Experience November 1998 - August 2001
Job Senior UX Designer at Amazon
Industry Information Technology and Services
Experience
Amazon August 2012 - Present
UX Unicorn 2011 - Present
Next Day Flyers December 2010 - July 2012
Aquent December 2010 - August 2011
Epic December 2009 - September 2010
Future Publishing February 2005 - December 2009
Atlantic Hosting Services 2003 - 2005
HouseDustMite.com January 1995 - 2005
FB Productions August 2001 - September 2003
Baring Asset Management November 1998 - August 2001
Skills
User Expereince, Information Architecture, Wireframing, Team Management, User Experience, User Interface Design, Web Design, Graphic Design, Front-end, Wireframes, Creative Direction, SEO, Graphics, Adobe Creative Suite, Web Development, Interaction Design, Visual Design, CRM, User Experience Design, Art Direction, Web Analytics, CMS, E-commerce, Flash, Content Strategy, Axure, Branding & Identity, Product Development, Digital Strategy, Mobile Applications, WordPress
Education
Bournemouth University 1992 — 1996
Bachelor or Arts, Product Design
Wimbledon College 1982 — 1989
GCSE's
Donhead Lodge 1979 — 1982
Amazon August 2012 - Present
UX Unicorn 2011 - Present
Next Day Flyers December 2010 - July 2012
Aquent December 2010 - August 2011
Epic December 2009 - September 2010
Future Publishing February 2005 - December 2009
Atlantic Hosting Services 2003 - 2005
HouseDustMite.com January 1995 - 2005
FB Productions August 2001 - September 2003
Baring Asset Management November 1998 - August 2001
Skills
User Expereince, Information Architecture, Wireframing, Team Management, User Experience, User Interface Design, Web Design, Graphic Design, Front-end, Wireframes, Creative Direction, SEO, Graphics, Adobe Creative Suite, Web Development, Interaction Design, Visual Design, CRM, User Experience Design, Art Direction, Web Analytics, CMS, E-commerce, Flash, Content Strategy, Axure, Branding & Identity, Product Development, Digital Strategy, Mobile Applications, WordPress
Education
Bournemouth University 1992 — 1996
Bachelor or Arts, Product Design
Wimbledon College 1982 — 1989
GCSE's
Donhead Lodge 1979 — 1982
Jared Baucom Jared Baucom's Baring Asset Management Experience December 2004 - January 2008
Job Director, International Sales at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates January 2015 - Present
Cerulli Associates September 2010 - January 2014
Cerulli Associates January 2008 - September 2010
Baring Asset Management December 2004 - January 2008
Skills
Retirement, Investments, Financial Services, CRM, Asset Managment, Business Development, Relationship Management, Sales, Equities
Education
University of Missouri-Columbia 1999 — 2003
B.S. Finance, Finance & Economics
Cerulli Associates January 2015 - Present
Cerulli Associates September 2010 - January 2014
Cerulli Associates January 2008 - September 2010
Baring Asset Management December 2004 - January 2008
Skills
Retirement, Investments, Financial Services, CRM, Asset Managment, Business Development, Relationship Management, Sales, Equities
Education
University of Missouri-Columbia 1999 — 2003
B.S. Finance, Finance & Economics
Ryann Jenkins McCann Ryann Jenkins McCann's Baring Asset Management Experience October 2000 - September 2001
Job Admissions Assistant at New Hampton School
Industry Fund-Raising
Experience
New Hampton School July 2014 - Present
New Hampton School November 2012 - July 2014
New Hampton School July 2011 - November 2012
New Hampton School July 2008 - July 2011
St. Paul's School July 2007 - July 2008
PennWell June 2005 - June 2007
Public Responsibility in Medicine and Research March 2002 - May 2005
Baring Asset Management October 2000 - September 2001
Skills
Stewardship, Marketing Communications, Editing, Nonprofits, Fundraising, Event Planning, Customer Service, Annual Giving, Community Outreach, Volunteer Management, Higher Education, Alumni Relations, Public Speaking, Event Management, Social Media
Education
University of New Hampshire 1996 — 2000
English Journalism
Hofstra University 1996 — 1996
New Hampton School July 2014 - Present
New Hampton School November 2012 - July 2014
New Hampton School July 2011 - November 2012
New Hampton School July 2008 - July 2011
St. Paul's School July 2007 - July 2008
PennWell June 2005 - June 2007
Public Responsibility in Medicine and Research March 2002 - May 2005
Baring Asset Management October 2000 - September 2001
Skills
Stewardship, Marketing Communications, Editing, Nonprofits, Fundraising, Event Planning, Customer Service, Annual Giving, Community Outreach, Volunteer Management, Higher Education, Alumni Relations, Public Speaking, Event Management, Social Media
Education
University of New Hampshire 1996 — 2000
English Journalism
Hofstra University 1996 — 1996
Dana Richard MacKinnon Dana Richard MacKinnon's Baring Asset Management Experience June 2005 - August 2005
Job Vice President
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation January 2015 - Present
China Construction Bank June 2011 - January 2015
Bank of Tokyo Mitsubishi UFJ July 2007 - May 2011
EF Education April 2007 - June 2007
D-Mac Consulting November 2006 - April 2007
Baring Asset Management June 2005 - August 2005
Massachusetts Financial Services June 2004 - August 2004
Kanazawa Institute of Technology April 1996 - March 2002
Skills
Credit Analysis, Trade Finance, Risk Management, Teaching, Japanese, Equity Research, Private Equity, Finance, Portfolio Management, Loans, Credit Risk, Credit, Management, Equities, Financial Analysis, Valuation, Financial Risk, Project Finance
Education
Thunderbird School of Global Management 2003 — 2005
MBA, Finance, 3.2
Middlebury College 2003 — 2004
Summer Program, Japanese Language Studies
Saint Michael's College 1994 — 1995
MA, Applied Linguistics
University of Massachusetts, Amherst 1989 — 1992
BA, Philosophy, 3.3
Stonehill College 1988 — 1989
Sumitomo Mitsui Banking Corporation January 2015 - Present
China Construction Bank June 2011 - January 2015
Bank of Tokyo Mitsubishi UFJ July 2007 - May 2011
EF Education April 2007 - June 2007
D-Mac Consulting November 2006 - April 2007
Baring Asset Management June 2005 - August 2005
Massachusetts Financial Services June 2004 - August 2004
Kanazawa Institute of Technology April 1996 - March 2002
Skills
Credit Analysis, Trade Finance, Risk Management, Teaching, Japanese, Equity Research, Private Equity, Finance, Portfolio Management, Loans, Credit Risk, Credit, Management, Equities, Financial Analysis, Valuation, Financial Risk, Project Finance
Education
Thunderbird School of Global Management 2003 — 2005
MBA, Finance, 3.2
Middlebury College 2003 — 2004
Summer Program, Japanese Language Studies
Saint Michael's College 1994 — 1995
MA, Applied Linguistics
University of Massachusetts, Amherst 1989 — 1992
BA, Philosophy, 3.3
Stonehill College 1988 — 1989
Gus Zahariadis Gus Zahariadis's Baring Asset Management Experience June 2013 - September 2013
Job Assistant to the Director of The Picower Institute for Learning & Memory at MIT
Industry Investment Management
Experience
The Picower Institute for Learning & Memory at MIT May 2014 - Present
Wellesley College January 2014 - May 2014
Baring Asset Management June 2013 - September 2013
Macquarie Capital (USA) Inc. 2011 - 2013
Pioneer Investments Management Inc 2005 - 2011
Harvard University 2003 - 2005
Harvard University 2000 - 2003
Harvard Law School 1997 - 2000
Skills
Contract Negotiation, Program Management, Event Management, Team Leadership, Project Planning, Outlook, Data Analysis, Management, Public Speaking, Project Management, Human Resources, Training
Education
University of Massachusetts, Amherst 1989 — 1994
BA
Northeastern University 2007 — 2009
Professional Certification, C.M.P.
Harvard University 1998 — 2003
The Picower Institute for Learning & Memory at MIT May 2014 - Present
Wellesley College January 2014 - May 2014
Baring Asset Management June 2013 - September 2013
Macquarie Capital (USA) Inc. 2011 - 2013
Pioneer Investments Management Inc 2005 - 2011
Harvard University 2003 - 2005
Harvard University 2000 - 2003
Harvard Law School 1997 - 2000
Skills
Contract Negotiation, Program Management, Event Management, Team Leadership, Project Planning, Outlook, Data Analysis, Management, Public Speaking, Project Management, Human Resources, Training
Education
University of Massachusetts, Amherst 1989 — 1994
BA
Northeastern University 2007 — 2009
Professional Certification, C.M.P.
Harvard University 1998 — 2003
Lisa Mahon Lynch's Baring Asset Management Experience 1992 - 1997
Job Managing Director, Global Trading at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2010 - Present
Wellington Management August 2012 - November 2013
Wellington Management, LLP November 2009 - August 2012
Wellington Management, LLP August 2006 - October 2009
Independence Investments 1997 - 2006
Baring Asset Management 1992 - 1997
Skills
Fixed Income, Equities, Hedge Funds, Trading, Equity Trading, Asset Management, Bloomberg, Alternative Investments, Investments, Mutual Funds, Securities, Portfolio Management, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA
Bentley University 1985 — 1989
BS, Finance
Wellington Management March 2010 - Present
Wellington Management August 2012 - November 2013
Wellington Management, LLP November 2009 - August 2012
Wellington Management, LLP August 2006 - October 2009
Independence Investments 1997 - 2006
Baring Asset Management 1992 - 1997
Skills
Fixed Income, Equities, Hedge Funds, Trading, Equity Trading, Asset Management, Bloomberg, Alternative Investments, Investments, Mutual Funds, Securities, Portfolio Management, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA
Bentley University 1985 — 1989
BS, Finance
Jennifer (Jennifer Varley) Appannah, JD Jennifer (Jennifer Varley) Appannah, JD's Baring Asset Management Experience January 2006 - May 2006
Job Vice President, Wholesale Litigation & Regulatory Matters Business Manager
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Capco February 2013 - April 2014
EnerNOC April 2012 - February 2013
Canaccord Genuity Inc. September 2006 - November 2011
Baring Asset Management January 2006 - May 2006
Skills
Capital Markets, Investment Banking, IPO, Financial Modeling, Investor Relations, Equity Research, Cleantech, Risk Management, Project Management, Business Analysis, Business Strategy, Business Requirements, Financial Analysis, SDLC, Securities Regulation, Senior Stakeholder..., Valuation, Corporate Finance, Financial Services, Private Placements, Series 7, Equity Capital Markets, M&A experience, SEC filings, Crisis Communications, Equities, Investments, Venture Capital, Due Diligence, Equity Valuation, Secondary Offerings, Competitive Analysis, Capital Structure, Securities, Energy, Energy Efficiency, Consumer Products, Renewable Energy, Energy Management, Cross-border..., Solid State Lighting, Corporate Governance, Demand Response, Strategy, Recycling, Lighting Control, DCF, Alternative Energy, Private Equity, Management Consulting
Education
Suffolk University Law School 2003 — 2006
Juris Doctor, Law
University of Oxford 2002 — 2002
Pre-Law Summer Study Programme, Origins of the English Common Law System
The Ohio State University Fisher College of Business 1999 — 2002
BS, Business Administration, Marketing
Prince of Wales Secondary School 1992 — 1998
Dogwood Diploma, Dogwood Diploma
JPMorgan Chase April 2014 - Present
Capco February 2013 - April 2014
EnerNOC April 2012 - February 2013
Canaccord Genuity Inc. September 2006 - November 2011
Baring Asset Management January 2006 - May 2006
Skills
Capital Markets, Investment Banking, IPO, Financial Modeling, Investor Relations, Equity Research, Cleantech, Risk Management, Project Management, Business Analysis, Business Strategy, Business Requirements, Financial Analysis, SDLC, Securities Regulation, Senior Stakeholder..., Valuation, Corporate Finance, Financial Services, Private Placements, Series 7, Equity Capital Markets, M&A experience, SEC filings, Crisis Communications, Equities, Investments, Venture Capital, Due Diligence, Equity Valuation, Secondary Offerings, Competitive Analysis, Capital Structure, Securities, Energy, Energy Efficiency, Consumer Products, Renewable Energy, Energy Management, Cross-border..., Solid State Lighting, Corporate Governance, Demand Response, Strategy, Recycling, Lighting Control, DCF, Alternative Energy, Private Equity, Management Consulting
Education
Suffolk University Law School 2003 — 2006
Juris Doctor, Law
University of Oxford 2002 — 2002
Pre-Law Summer Study Programme, Origins of the English Common Law System
The Ohio State University Fisher College of Business 1999 — 2002
BS, Business Administration, Marketing
Prince of Wales Secondary School 1992 — 1998
Dogwood Diploma, Dogwood Diploma
Gabriel Wallach Gabriel Wallach's Baring Asset Management Experience 2001 - 2003
Job Founder and Portfolio Manager at North Grove Capital, LLC
Industry Investment Management
Experience
North Grove Capital, LLC 2014 - Present
BNP Paribas Investment Partners 2004 - 2014
Baring Asset Management 2001 - 2003
Baring Asset Management 1998 - 2001
Skills
Portfolio Management, Equities, Emerging Markets, Mutual Funds, Capital Markets, Private Equity, Risk Management, Hedge Funds, Strategy, Financial Analysis, Fixed Income, Alternative Investments, Investments, Equity Research, Bloomberg, Derivatives
Education
Hampshire College
Bachelor of Arts, Economics
North Grove Capital, LLC 2014 - Present
BNP Paribas Investment Partners 2004 - 2014
Baring Asset Management 2001 - 2003
Baring Asset Management 1998 - 2001
Skills
Portfolio Management, Equities, Emerging Markets, Mutual Funds, Capital Markets, Private Equity, Risk Management, Hedge Funds, Strategy, Financial Analysis, Fixed Income, Alternative Investments, Investments, Equity Research, Bloomberg, Derivatives
Education
Hampshire College
Bachelor of Arts, Economics
Robin Leiman Robin Leiman's Baring Asset Management Experience July 1991 - December 1992
Job Commercial Real Estate Investment Advisor
Industry Commercial Real Estate
Experience
Leiman Capital June 2014 - Present
CBRE March 2012 - May 2014
Leiman Consulting, Inc. January 1998 - August 2010
Womens Club Productions, LLC March 2002 - August 2003
Concord Partners, LLC September 1996 - December 1997
Transwestern September 1993 - June 1996
Baring Asset Management July 1991 - December 1992
Cushman & Wakefield September 1989 - June 1991
Skills
Real Estate, Negotiation, Disposition, Real Estate Economics, Corporate Real Estate, Real Estate Development, Commercial Real Estate, Investment Properties, Leases, Asset Managment, Investments, Due Diligence, Contract Negotiation, Valuation, Portfolio Management, Marketing Strategy, Financial Modeling, Asset Management, Management, Strategy, Real Estate Transactions
Education
University of California, Los Angeles 2010 — 2011
Professional Program in Screenwriting
The George Washington University - School of Business 1987 — 1989
MBA, International Finance
Boston College 1983 — 1987
BA, Communications
Leiman Capital June 2014 - Present
CBRE March 2012 - May 2014
Leiman Consulting, Inc. January 1998 - August 2010
Womens Club Productions, LLC March 2002 - August 2003
Concord Partners, LLC September 1996 - December 1997
Transwestern September 1993 - June 1996
Baring Asset Management July 1991 - December 1992
Cushman & Wakefield September 1989 - June 1991
Skills
Real Estate, Negotiation, Disposition, Real Estate Economics, Corporate Real Estate, Real Estate Development, Commercial Real Estate, Investment Properties, Leases, Asset Managment, Investments, Due Diligence, Contract Negotiation, Valuation, Portfolio Management, Marketing Strategy, Financial Modeling, Asset Management, Management, Strategy, Real Estate Transactions
Education
University of California, Los Angeles 2010 — 2011
Professional Program in Screenwriting
The George Washington University - School of Business 1987 — 1989
MBA, International Finance
Boston College 1983 — 1987
BA, Communications
Jeremy Cote, CFA Jeremy Cote, CFA's Baring Asset Management Experience March 2001 - July 2003
Job Equity Analyst at Trillium Asset Management | Global TMT Sectors | Fundamental Research & Portfolio Management Expertise
Industry Investment Management
Experience
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Roger Hill's Baring Asset Management Experience 2001 - 2002
Job Enrolled Agent/Tax Preparer at Colonna Financial Services, Inc.
Industry Accounting
Experience
Colonna Financial Services, Inc. December 2011 - Present
Baystate Financial Services July 2010 - December 2011
Centinel Financial Group, LLC September 1993 - June 2010
New England Financial, A MetLife Company 2002 - 2003
Baring Asset Management 2001 - 2002
Skills
FINRA Registered Series..., Corporate and..., Corporate Accounting, Auditing, Corporate Finance, Income Tax, Sales Tax, State Tax, Financial Planning, Finance, Financial Analysis, Preparation, Mutual Funds
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance, General, 3.55
Colonna Financial Services, Inc. December 2011 - Present
Baystate Financial Services July 2010 - December 2011
Centinel Financial Group, LLC September 1993 - June 2010
New England Financial, A MetLife Company 2002 - 2003
Baring Asset Management 2001 - 2002
Skills
FINRA Registered Series..., Corporate and..., Corporate Accounting, Auditing, Corporate Finance, Income Tax, Sales Tax, State Tax, Financial Planning, Finance, Financial Analysis, Preparation, Mutual Funds
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance, General, 3.55
Karen Vickerman Karen Vickerman's Baring Asset Management Experience September 1991 - September 1993
Job Media Research & Marketing Consultant with over 15 Years Professional Experience
Industry Marketing and Advertising
Experience
Legacy Advisors Wealth Management October 2010 - Present
BuenaVision Television Network February 2012 - Present
PVD Marketing Group April 2011 - Present
Caribevision/Barba Television March 2007 - January 2010
WPXI-TV January 2005 - February 2007
Radio Unica WWRU 1660AM - New York March 2000 - March 2003
Baring Asset Management September 1991 - September 1993
Skills
Social Media, Advertising, Marketing Strategy, Online Advertising, Marketing Communications, Social Media Marketing, Microsoft Office, Marketing, Digital Marketing, SEO, Strategic Planning, Event Management, Media Research, Adobe Creative Suite, Nielsen Data, Wide Orbit, One Domain, Scarborough Research, Demographic Analysis, Traffic Management, Translation, Language Teaching, Flute, Business Communications, PowerPoint, Final Cut Pro, Wordpress, Website Administration, Spanish-speaking, Strategic Partnerships, Content Strategy, Editing, Television, Radio, WordPress, Public Relations, Media Planning, New Media, Broadcast, Digital Media, Press Releases, Marketing Research, Advertising Sales, Copywriting, Integrated Marketing, Webmaster Services, Media Relations, Facebook, Video, Digital Strategy
Education
Oberlin College 1987 — 1991
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad Complutense de Madrid 1989 — 1990
Curso de Estudios Hispanicos, Spanish and Iberian Studies, (Certificate)
Legacy Advisors Wealth Management October 2010 - Present
BuenaVision Television Network February 2012 - Present
PVD Marketing Group April 2011 - Present
Caribevision/Barba Television March 2007 - January 2010
WPXI-TV January 2005 - February 2007
Radio Unica WWRU 1660AM - New York March 2000 - March 2003
Baring Asset Management September 1991 - September 1993
Skills
Social Media, Advertising, Marketing Strategy, Online Advertising, Marketing Communications, Social Media Marketing, Microsoft Office, Marketing, Digital Marketing, SEO, Strategic Planning, Event Management, Media Research, Adobe Creative Suite, Nielsen Data, Wide Orbit, One Domain, Scarborough Research, Demographic Analysis, Traffic Management, Translation, Language Teaching, Flute, Business Communications, PowerPoint, Final Cut Pro, Wordpress, Website Administration, Spanish-speaking, Strategic Partnerships, Content Strategy, Editing, Television, Radio, WordPress, Public Relations, Media Planning, New Media, Broadcast, Digital Media, Press Releases, Marketing Research, Advertising Sales, Copywriting, Integrated Marketing, Webmaster Services, Media Relations, Facebook, Video, Digital Strategy
Education
Oberlin College 1987 — 1991
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad Complutense de Madrid 1989 — 1990
Curso de Estudios Hispanicos, Spanish and Iberian Studies, (Certificate)
Matthew Whitbread, CFA, CAIA, FRM's Baring Asset Management Experience November 2011 - Present
Job Investment Manager at Baring Asset Management
Industry Financial Services
Experience
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
Baring Asset Management November 2011 - Present
FundQuest August 2008 - November 2011
Pyramis Global Advisors March 2006 - August 2008
MFS Investment Management November 2000 - March 2006
Investors Bank & Trust September 1999 - November 2000
Skills
Portfolio Management, Investments, Mutual Funds, Equity Research, Equities, Asset Management, Fixed Income, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Investment Management, Investment Strategies, Wealth Management, Derivatives, Valuation, Financial Modeling, Capital Markets, Bonds, Financial Markets
Education
Boston College - Carroll School of Management 1995 — 1999
BS, Economics & Finance
John Vega John Vega's Baring Asset Management Experience 1993 - 1996
Job Sales Engineer at Rubrik, Inc.
Industry Information Technology and Services
Experience
Rubrik, Inc. July 2015 - Present
Davis Polk & Wardwell LLP March 2010 - July 2015
Lord, Abbett & Co. June 2004 - February 2010
Misys Systems / IQ Financial March 2003 - June 2004
Fleet Boston Financial May 2000 - March 2003
Citigroup November 1998 - May 2000
Caspian Securities April 1996 - October 1998
Baring Asset Management 1993 - 1996
Bank of America 1991 - 1993
Skills
Data Warehousing, Disaster Recovery, Active Directory, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, SDLC, Vendor Management, SharePoint, Solution Architecture, High Availability, Data Center, Business Continuity, ITIL, Security, Enterprise Architecture, IT Strategy, Storage Architecture, Server Architecture, EMC Storage, IT Operations, Windows Server, Storage Area Networks, Virtualization, VMware, SAN
Education
City University of New York-Herbert H. Lehman College 1989 — 1991
Queensborough Community College
Associate of Arts and Sciences (A.A.S.)
Rubrik, Inc. July 2015 - Present
Davis Polk & Wardwell LLP March 2010 - July 2015
Lord, Abbett & Co. June 2004 - February 2010
Misys Systems / IQ Financial March 2003 - June 2004
Fleet Boston Financial May 2000 - March 2003
Citigroup November 1998 - May 2000
Caspian Securities April 1996 - October 1998
Baring Asset Management 1993 - 1996
Bank of America 1991 - 1993
Skills
Data Warehousing, Disaster Recovery, Active Directory, Microsoft Exchange, VMware Infrastructure, Microsoft SQL Server, SDLC, Vendor Management, SharePoint, Solution Architecture, High Availability, Data Center, Business Continuity, ITIL, Security, Enterprise Architecture, IT Strategy, Storage Architecture, Server Architecture, EMC Storage, IT Operations, Windows Server, Storage Area Networks, Virtualization, VMware, SAN
Education
City University of New York-Herbert H. Lehman College 1989 — 1991
Queensborough Community College
Associate of Arts and Sciences (A.A.S.)
Susan Bellerose Susan Bellerose's Baring Asset Management Experience 1990 - 1996
Job ESL Tutor Adults
Industry Investment Management
Experience
City of Newton, MA 2013 - Present
Granahan Investment Management, Inc. 1997 - 2006
Reservoir Capital Management 1996 - 1997
Baring Asset Management 1990 - 1996
J.P. Morgan 1987 - 1990
Cambridge Associates 1984 - 1986
Boston University Development Office 1981 - 1984
Skills
Equities, Valuation, Investments, Portfolio Management, Investment Management, Fixed Income, Mutual Funds, Finance, Corporate Finance, Mergers & Acquisitions, Bonds, Financial Modeling, Mergers, Research
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Mount Holyoke College 1977 — 1981
BA, English
Bowdoin College 1979 — 1980
City of Newton, MA 2013 - Present
Granahan Investment Management, Inc. 1997 - 2006
Reservoir Capital Management 1996 - 1997
Baring Asset Management 1990 - 1996
J.P. Morgan 1987 - 1990
Cambridge Associates 1984 - 1986
Boston University Development Office 1981 - 1984
Skills
Equities, Valuation, Investments, Portfolio Management, Investment Management, Fixed Income, Mutual Funds, Finance, Corporate Finance, Mergers & Acquisitions, Bonds, Financial Modeling, Mergers, Research
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Mount Holyoke College 1977 — 1981
BA, English
Bowdoin College 1979 — 1980
Robert Menn Robert Menn's Baring Asset Management Experience 2003 - 2005
Job Vice President at Gemini Investors
Industry Venture Capital & Private Equity
Experience
Gemini Investors September 2007 - Present
RBC Capital Markets August 2005 - August 2007
Baring Asset Management 2003 - 2005
S&H Greenpoints 1999 - 2001
S&H Greenpoints 1999 - 2001
Skills
Valuation, Investment Banking, Venture Capital, Private Equity, Corporate Development, Corporate Finance, Equities, Investments, Due Diligence, Strategy, Financial Modeling, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, LBO
Education
Tufts University 1999 — 2003
B.S.
Gemini Investors September 2007 - Present
RBC Capital Markets August 2005 - August 2007
Baring Asset Management 2003 - 2005
S&H Greenpoints 1999 - 2001
S&H Greenpoints 1999 - 2001
Skills
Valuation, Investment Banking, Venture Capital, Private Equity, Corporate Development, Corporate Finance, Equities, Investments, Due Diligence, Strategy, Financial Modeling, Financial Analysis, Strategic Partnerships, Mergers & Acquisitions, LBO
Education
Tufts University 1999 — 2003
B.S.
Massimiliano Santini Massimiliano Santini's Baring Asset Management Experience May 1998 - July 1998
Job Economist
Industry International Trade and Development
Experience
World Bank Group October 2008 - Present
OTF Group September 2008 - October 2008
Government of Kenya, Office of the President June 2007 - August 2007
World Food Programme January 2006 - July 2006
Film Industry, New York City January 2002 - December 2005
European Union Delegation to the United Nations October 2000 - March 2001
South North Development Initiative July 2000 - September 2000
IFT International November 1999 - July 2000
Baring Asset Management May 1998 - July 1998
Skills
International..., Sustainability, Policy Analysis, Economics, Public Policy, Economic Development, Program Evaluation, Policy, Capacity Building, Government, Emerging Markets, Private Sector..., Macroeconomics, Economic Policy, Stata, Development Economics, International Economics, Africa, International Relations, NGOs, Research, Program Management, Politics, Analysis
Education
Harvard University, John F. Kennedy School of Government 2006 — 2008
Master of Public Administration (MPA/ID), International Development
Università degli Studi di Modena e Reggio Emilia 1992 — 1998
Laurea in Economia Politica
Vrije Universiteit Amsterdam 1996 — 1996
Erasmus Program
World Bank Group October 2008 - Present
OTF Group September 2008 - October 2008
Government of Kenya, Office of the President June 2007 - August 2007
World Food Programme January 2006 - July 2006
Film Industry, New York City January 2002 - December 2005
European Union Delegation to the United Nations October 2000 - March 2001
South North Development Initiative July 2000 - September 2000
IFT International November 1999 - July 2000
Baring Asset Management May 1998 - July 1998
Skills
International..., Sustainability, Policy Analysis, Economics, Public Policy, Economic Development, Program Evaluation, Policy, Capacity Building, Government, Emerging Markets, Private Sector..., Macroeconomics, Economic Policy, Stata, Development Economics, International Economics, Africa, International Relations, NGOs, Research, Program Management, Politics, Analysis
Education
Harvard University, John F. Kennedy School of Government 2006 — 2008
Master of Public Administration (MPA/ID), International Development
Università degli Studi di Modena e Reggio Emilia 1992 — 1998
Laurea in Economia Politica
Vrije Universiteit Amsterdam 1996 — 1996
Erasmus Program
Thomas Norton, CFA Thomas Norton, CFA's Baring Asset Management Experience 1994 - 2002
Job Managing Director & Portfolio Manager at Cold Creek Capital, Inc
Industry Investment Management
Experience
Cold Creek Capital, Inc 2014 - Present
1640 Investment Advisors 2011 - 2013
John Hancock / MFC Global Investment Management 2002 - 2010
Baring Asset Management 1994 - 2002
State Street Bank 1986 - 1994
Skills
Portfolio Management, Equity Research Analysis, Product Management, Investment Strategies, Risk Analysis, Fundamental Analysis, Quantitative Research, Portfolio Risk, Manage Client..., Portfolio Performance..., Investment Management, Hedge Funds, Equities, Mutual Funds, Securities, Investments, Equity Research, Mergers & Acquisitions, Risk Management, Investment Banking, Alternative Investments, Venture Capital
Education
Dartmouth College 1982 — 1985
BA, Economics
University of Massachusetts Boston 1990 — 1995
MBA, Finance
Buckingham Browne & Nichols 1978 — 1981
Cold Creek Capital, Inc 2014 - Present
1640 Investment Advisors 2011 - 2013
John Hancock / MFC Global Investment Management 2002 - 2010
Baring Asset Management 1994 - 2002
State Street Bank 1986 - 1994
Skills
Portfolio Management, Equity Research Analysis, Product Management, Investment Strategies, Risk Analysis, Fundamental Analysis, Quantitative Research, Portfolio Risk, Manage Client..., Portfolio Performance..., Investment Management, Hedge Funds, Equities, Mutual Funds, Securities, Investments, Equity Research, Mergers & Acquisitions, Risk Management, Investment Banking, Alternative Investments, Venture Capital
Education
Dartmouth College 1982 — 1985
BA, Economics
University of Massachusetts Boston 1990 — 1995
MBA, Finance
Buckingham Browne & Nichols 1978 — 1981
Alexis Walsh's Baring Asset Management Experience October 2011 - October 2013
Job Marketing Services Associate at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2014 - Present
ideaPoint October 2013 - February 2014
Baring Asset Management October 2011 - October 2013
Federated Investors June 2007 - October 2011
Skills
Marketing Communications, Market Research, Marketing, Email Marketing, Social Media, Corporate Communications, Mutual Funds, Analytics, Public Relations, Salesforce.com, FactSet, Adobe Creative Suite, Microsoft Office, StoneShot, Email Marketing Software, Project Management, Digital Marketing, Satuit, Microsoft Office..., Xinnovation
Education
Curry College 2003 — 2007
B.A., Communication, Honors: Dean's List
Notre Dame Academy, Hingham 1998 — 2002
Eaton Vance March 2014 - Present
ideaPoint October 2013 - February 2014
Baring Asset Management October 2011 - October 2013
Federated Investors June 2007 - October 2011
Skills
Marketing Communications, Market Research, Marketing, Email Marketing, Social Media, Corporate Communications, Mutual Funds, Analytics, Public Relations, Salesforce.com, FactSet, Adobe Creative Suite, Microsoft Office, StoneShot, Email Marketing Software, Project Management, Digital Marketing, Satuit, Microsoft Office..., Xinnovation
Education
Curry College 2003 — 2007
B.A., Communication, Honors: Dean's List
Notre Dame Academy, Hingham 1998 — 2002
Heather Ettinger Heather Ettinger's Baring Asset Management Experience 1981 - 1981
Job Managing Partner, Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management March 1987 - Present
Schwab Advisor Services Advisory Board February 2014 - Present
Private Trust Company June 2010 - Present
Asurint-One Source Technology July 2012 - Present
Racing Towards Diversity Magazine June 2009 - Present
Jefferies September 1984 - March 1987
Bordier & Cie June 1982 - November 1982
Baring Asset Management 1981 - 1981
Skills
Strategic Financial..., Investments, Financial Advisory, Wealth Management..., Charitable Gift Planning
Education
Dartmouth College 1979 — 1983
Bachelor of Science (B.S.), Economics and History
Choate 1976 — 1979
High School
Laurel School 1963 — 1976
High School
Fairport Asset Management March 1987 - Present
Schwab Advisor Services Advisory Board February 2014 - Present
Private Trust Company June 2010 - Present
Asurint-One Source Technology July 2012 - Present
Racing Towards Diversity Magazine June 2009 - Present
Jefferies September 1984 - March 1987
Bordier & Cie June 1982 - November 1982
Baring Asset Management 1981 - 1981
Skills
Strategic Financial..., Investments, Financial Advisory, Wealth Management..., Charitable Gift Planning
Education
Dartmouth College 1979 — 1983
Bachelor of Science (B.S.), Economics and History
Choate 1976 — 1979
High School
Laurel School 1963 — 1976
High School
Angela Braman's Baring Asset Management Experience 1987 - 1989
Job Associate Director of Major Gifts at Boys & Girls Clubs of Boston
Industry Nonprofit Organization Management
Experience
Boys & Girls Clubs of Boston September 2011 - Present
The Meadowbrook School of Weston July 2004 - Present
The Pan-Massachusetts Challenge July 2006 - January 2011
Dana-Farber Cancer Institute 1992 - 1994
Signature Financial Group 1992 - 1994
Baring Asset Management 1987 - 1989
County NatWest Investment Bank 1985 - 1987
Fidelity International, Ltd 1982 - 1985
Education
Boston University 1990 — 1992
BA, International Relations with Distinction, Summa Cum Laude
West Kent College 1980 — 1982
Business Education Council National Diploma, Business Studies with Distinction
Boys & Girls Clubs of Boston September 2011 - Present
The Meadowbrook School of Weston July 2004 - Present
The Pan-Massachusetts Challenge July 2006 - January 2011
Dana-Farber Cancer Institute 1992 - 1994
Signature Financial Group 1992 - 1994
Baring Asset Management 1987 - 1989
County NatWest Investment Bank 1985 - 1987
Fidelity International, Ltd 1982 - 1985
Education
Boston University 1990 — 1992
BA, International Relations with Distinction, Summa Cum Laude
West Kent College 1980 — 1982
Business Education Council National Diploma, Business Studies with Distinction
Mark Majka,CFA Mark Majka,CFA's Baring Asset Management Experience 1996 - 2001
Job Managing Partner at MJM Investment Advisors, LLC
Industry Investment Management
Experience
MJM Investment Advisors, LLC July 2011 - Present
BNP Asset Management June 2003 - June 2011
Scudder Investments June 2001 - December 2002
Baring Asset Management 1996 - 2001
Wilshire Associates 1991 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Duquesne University 1990 — 1992
MBA
Saint Bonaventure University 1982 — 1986
BBA, Finance
MJM Investment Advisors, LLC July 2011 - Present
BNP Asset Management June 2003 - June 2011
Scudder Investments June 2001 - December 2002
Baring Asset Management 1996 - 2001
Wilshire Associates 1991 - 1996
Skills
Portfolio Management, Equities, Investments, Asset Management
Education
Duquesne University 1990 — 1992
MBA
Saint Bonaventure University 1982 — 1986
BBA, Finance
David Gallagher David Gallagher's Baring Asset Management Experience 2006 - 2011
Job Global Relationship Development and Investor Relations
Industry Investment Management
Experience
Granahan Investment Management August 2014 - Present
Standard Life Investments November 2012 - August 2014
Baring Asset Management 2006 - 2011
Chartwell Investment Partners 2001 - 2005
Equinox Capitol Management 1998 - 2001
Templeton Investment Counsel 1994 - 1998
SEI Corporation 1990 - 1994
Skills
Institutional, EAFE Strategies, Emerging Markets, Consultant Relations, Product Rationalization, Equities, Asset Allocation, Alternative Investments, Business Development, Strategy, Investment Advisory, Investments, Institutional..., Finance, Asset Management, Hedge Funds
Education
University of Pennsylvania 2004 — 2014
Master of Science, Organizational Dynamics
Fordham University 1986 — 1990
Bachelor of Science, Finance
devon prep 1982 — 1986
Diploma
Granahan Investment Management August 2014 - Present
Standard Life Investments November 2012 - August 2014
Baring Asset Management 2006 - 2011
Chartwell Investment Partners 2001 - 2005
Equinox Capitol Management 1998 - 2001
Templeton Investment Counsel 1994 - 1998
SEI Corporation 1990 - 1994
Skills
Institutional, EAFE Strategies, Emerging Markets, Consultant Relations, Product Rationalization, Equities, Asset Allocation, Alternative Investments, Business Development, Strategy, Investment Advisory, Investments, Institutional..., Finance, Asset Management, Hedge Funds
Education
University of Pennsylvania 2004 — 2014
Master of Science, Organizational Dynamics
Fordham University 1986 — 1990
Bachelor of Science, Finance
devon prep 1982 — 1986
Diploma
Elya Schwartzman Elya Schwartzman's Baring Asset Management Experience August 1996 - November 1999
Job Director at Blackrock
Industry Financial Services
Experience
Blackrock June 2010 - Present
State Street November 1999 - May 2010
Baring Asset Management August 1996 - November 1999
Global Insight August 1990 - August 1994
Skills
ETFs, Fixed Income, Product Development, Portfolio Management, Indexing, Credit Analysis, Separate Accounts, High Yield, Mutual Funds, Asset Management, Bonds, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Finance
Trinity College-Hartford 1986 — 1990
BA, Economics
The Hebrew University 1988 — 1989
ABRHS 1982 — 1986
Blackrock June 2010 - Present
State Street November 1999 - May 2010
Baring Asset Management August 1996 - November 1999
Global Insight August 1990 - August 1994
Skills
ETFs, Fixed Income, Product Development, Portfolio Management, Indexing, Credit Analysis, Separate Accounts, High Yield, Mutual Funds, Asset Management, Bonds, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Finance
Trinity College-Hartford 1986 — 1990
BA, Economics
The Hebrew University 1988 — 1989
ABRHS 1982 — 1986
Hillary Davis Hillary Davis's Baring Asset Management Experience October 1984 - August 1989
Job Freelance Writer
Industry Writing and Editing
Experience
Freelance Writer 2009 - Present
Triad Healthcare Inc. 2006 - January 2015
NH and CT Magazines 2004 - 2015
Book Author 1997 - 2015
PublicityETC 1990 - 2004
Baring Asset Management October 1984 - August 1989
Skills
Public Speaking, Blogging, Public Relations, Corporate Communications, New Media, Social Media, Marketing, Publicity, Magazines, Strategy, Strategic Communications, Television, Leadership, Writing
Education
University of Cambridge 1983 — 1985
M.Phil, International Relations
Queens' College
Master of Philosophy (M.Phil.), International Relations
Columbia University in the City of New York
BA, Cum Laude Economics
Freelance Writer 2009 - Present
Triad Healthcare Inc. 2006 - January 2015
NH and CT Magazines 2004 - 2015
Book Author 1997 - 2015
PublicityETC 1990 - 2004
Baring Asset Management October 1984 - August 1989
Skills
Public Speaking, Blogging, Public Relations, Corporate Communications, New Media, Social Media, Marketing, Publicity, Magazines, Strategy, Strategic Communications, Television, Leadership, Writing
Education
University of Cambridge 1983 — 1985
M.Phil, International Relations
Queens' College
Master of Philosophy (M.Phil.), International Relations
Columbia University in the City of New York
BA, Cum Laude Economics
Karla (Galfetti) Smith Karla (Galfetti) Smith's Baring Asset Management Experience 1994 - 1996
Job Marketing Communications
Industry Marketing and Advertising
Experience
Boston Share Network January 2008 - Present
ExaGrid Systems, Inc. February 2013 - July 2014
Alpine Property Management February 2012 - January 2013
Eastman Software, Inc. May 1999 - May 2000
HighGround, Inc. 1998 - 1999
City Year 1994 - 1997
Baring Asset Management 1994 - 1996
Boston College January 1992 - September 1994
Skills
Marketing, Market Research, Marketing Communications, Event Management, Social Media Marketing
Education
Lesley University
Masters Degree, Intercultural Relations
University of Vermont
Bachelors Degree, Latin American Studies
Boston Share Network January 2008 - Present
ExaGrid Systems, Inc. February 2013 - July 2014
Alpine Property Management February 2012 - January 2013
Eastman Software, Inc. May 1999 - May 2000
HighGround, Inc. 1998 - 1999
City Year 1994 - 1997
Baring Asset Management 1994 - 1996
Boston College January 1992 - September 1994
Skills
Marketing, Market Research, Marketing Communications, Event Management, Social Media Marketing
Education
Lesley University
Masters Degree, Intercultural Relations
University of Vermont
Bachelors Degree, Latin American Studies
Christopher Goudie Christopher Goudie's Baring Asset Management Experience 1990 - 1997
Job Executive Vice President, Battery Global Advisors LLC
Industry Financial Services
Experience
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Battery Global Advisors March 2012 - Present
Hermes Fund Managers (North America) March 2010 - June 2011
Hermes Investment Management Ltd March 2010 - June 2011
Pyramis Global Advisors a Fidelity Investments Company September 2005 - January 2009
Fidelity Investments January 2005 - September 2005
Fidelity Investments March 2004 - January 2005
Wellington Management Company January 2002 - March 2004
Wellington Management Company January 2000 - January 2002
Santander Global Advisors January 1997 - December 1999
Baring Asset Management 1990 - 1997
Education
The Open University 1989 — 1992
MBA, Finance and Management
University of Aberdeen 1981 — 1985
M.A. (Hons. II), Economic and Social History
Daniel Stewarts & Melville College
Hayes Miller's Baring Asset Management Experience 1994 - Present
Job Global Investment Strategy at Baring Asset Management
Industry Investment Management
Experience
Baring Asset Management 1994 - Present
Gaiacorp, US 1989 - 1994
Jardine Matheson 1985 - 1989
D.L. Eager and Associates 1984 - 1985
William M. Mercer- Meidinger 1980 - 1984
Skills
Asset Allocation, Equities, Asset Managment, Investment Management, Investment Strategies, Fixed Income, Portfolio Management, Emerging Markets, Equity Research, Portfolio Optimization, Alternative Investments, Hedge Funds, Bonds, Management, Asset Management
Education
Vanderbilt University 1975 — 1979
B.A., Economics, Political Science
Salisbury School 1973 — 1975
Boston University
Master of Science (M.Sc.), Finance and Financial Management Services
Baring Asset Management 1994 - Present
Gaiacorp, US 1989 - 1994
Jardine Matheson 1985 - 1989
D.L. Eager and Associates 1984 - 1985
William M. Mercer- Meidinger 1980 - 1984
Skills
Asset Allocation, Equities, Asset Managment, Investment Management, Investment Strategies, Fixed Income, Portfolio Management, Emerging Markets, Equity Research, Portfolio Optimization, Alternative Investments, Hedge Funds, Bonds, Management, Asset Management
Education
Vanderbilt University 1975 — 1979
B.A., Economics, Political Science
Salisbury School 1973 — 1975
Boston University
Master of Science (M.Sc.), Finance and Financial Management Services
Timothy Malloy Timothy Malloy's Baring Asset Management Experience 2000 - 2001
Job Portfolio Manager / Investment Analyst
Industry Investment Management
Experience
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Birch Hill Investment Advisors LLC August 2013 - Present
Manulife Asset Management 2004 - March 2013
Manulife Asset Management August 2004 - May 2011
Thomas Weisel Partners 2002 - 2004
Baring Asset Management 2000 - 2001
Heritage Bank September 1998 - January 2000
Pioneer Investments September 1996 - June 1998
Skills
Bloomberg, Financial Modeling, Asset Management, Buy-side, Financial Analysis, Mutual Funds, Hedge Funds, Asset Allocation, Alternative Investments, Asset Managment, Investment Banking, Derivatives, Private Equity, Emerging Markets, Securities, Options, Investment Management, Valuation, Risk Management, Investment Strategies, Equity Valuation, Institutional..., Quantitative Analytics, High Yield, Fund Of Funds, Wealth Management, Investment Advisory..., Factset, Consumer Discretionary, Consumer Staples, Technology, ETFs, Internet & Media, Northfield Research, Datastream, Foreign Languages, Fundamental Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance & Accounting
The Catholic University of America 1990 — 1993
Bachelor of Arts (BA), Spanish Language and Finance
Tilton School 1988 — 1989
Lauren Jacobs's Baring Asset Management Experience February 2008 - December 2008
Job Business Development Manager at Andrews Kurth LLP
Industry Legal Services
Experience
Andrews Kurth LLP May 2014 - Present
Sutherland Asbill & Brennan LLP April 2011 - April 2014
Sutherland Asbill & Brennan LLP April 2010 - April 2011
Sutherland Asbill & Brennan LLP April 2009 - April 2010
Baring Asset Management February 2008 - December 2008
Smith Barney May 2004 - February 2008
Skills
RFP preparation, Pitches, Proposal Writing, Sponsorship Marketing, Practice Management, Strategic Planning, Webinars, Client Development, Client Relations Skills, Business Development, Legal Marketing, Competitive Intelligence, Marketing Communications, Superior Client Service, RFI, RFQ, Proposal Support, Proposal Generation, Proposal Production, Drafting Proposals, Strategic Relationships, Marketing Strategy, Business Communications, Sponsorship Relations, RFP, Management, Financial Services, Account Management
Education
University of Maryland College Park 2002 — 2003
B.A., Communication
Miami University 1999 — 2001
Andrews Kurth LLP May 2014 - Present
Sutherland Asbill & Brennan LLP April 2011 - April 2014
Sutherland Asbill & Brennan LLP April 2010 - April 2011
Sutherland Asbill & Brennan LLP April 2009 - April 2010
Baring Asset Management February 2008 - December 2008
Smith Barney May 2004 - February 2008
Skills
RFP preparation, Pitches, Proposal Writing, Sponsorship Marketing, Practice Management, Strategic Planning, Webinars, Client Development, Client Relations Skills, Business Development, Legal Marketing, Competitive Intelligence, Marketing Communications, Superior Client Service, RFI, RFQ, Proposal Support, Proposal Generation, Proposal Production, Drafting Proposals, Strategic Relationships, Marketing Strategy, Business Communications, Sponsorship Relations, RFP, Management, Financial Services, Account Management
Education
University of Maryland College Park 2002 — 2003
B.A., Communication
Miami University 1999 — 2001
Peg Donnelly Peg Donnelly's Baring Asset Management Experience July 1986 - Present
Job Vice President at Baring Asset Management
Industry Investment Management
Experience
Baring Asset Management July 1986 - Present
Skills
Asset Managment
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Marketing
Emmanuel College 1981 — 1985
BA, Business
Lawrence Academy 1977 — 1981
High School
Baring Asset Management July 1986 - Present
Skills
Asset Managment
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Marketing
Emmanuel College 1981 — 1985
BA, Business
Lawrence Academy 1977 — 1981
High School
Bob Cecere's Baring Asset Management Experience 1994 - Present
Job COO, North America at Baring Asset Management
Industry Investment Management
Experience
Baring Asset Management 1994 - Present
John Hancock Investments 1989 - 1994
Putnam Investments 1986 - 1989
PwC 1983 - 1986
Sullivan Bille PC 1981 - 1983
Skills
Securities, Hedge Funds, Asset Management, Risk Management, Asset Managment, Capital Markets, Finance, Derivatives, Fixed Income, Negotiation, Equities, Employee Benefits, Managed Funds, Managerial Finance, Human Resources, International Project..., Financial Services
Education
Bentley University 2005 — 2008
Master of Science (MS), Taxation, High Distinction
Babson College 1977 — 1981
Bachelor's degree, Accounting
Baring Asset Management 1994 - Present
John Hancock Investments 1989 - 1994
Putnam Investments 1986 - 1989
PwC 1983 - 1986
Sullivan Bille PC 1981 - 1983
Skills
Securities, Hedge Funds, Asset Management, Risk Management, Asset Managment, Capital Markets, Finance, Derivatives, Fixed Income, Negotiation, Equities, Employee Benefits, Managed Funds, Managerial Finance, Human Resources, International Project..., Financial Services
Education
Bentley University 2005 — 2008
Master of Science (MS), Taxation, High Distinction
Babson College 1977 — 1981
Bachelor's degree, Accounting
Barbara Anne Ferris Barbara Anne Ferris's Baring Asset Management Experience August 2010 - August 2010
Job Business Development at EMC
Industry Information Technology and Services
Experience
EMC January 2015 - Present
Dallas Texas Consultants October 2013 - July 2014
Dallas Texas Consultants October 2012 - October 2013
Target June 2011 - August 2011
Baring Asset Management August 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Minitab, Customer Service, Retail Management, Fundraising, Market Research, Sales, Marketing, Marketing Strategy, Leadership, Business Development, Public Speaking, Social Media
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Marketing Management, Retail Management
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S., Marketing, Retail Management, Psychology, 3.64
Franklin High School 2004 — 2008
EMC January 2015 - Present
Dallas Texas Consultants October 2013 - July 2014
Dallas Texas Consultants October 2012 - October 2013
Target June 2011 - August 2011
Baring Asset Management August 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Minitab, Customer Service, Retail Management, Fundraising, Market Research, Sales, Marketing, Marketing Strategy, Leadership, Business Development, Public Speaking, Social Media
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Marketing Management, Retail Management
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
B.S., Marketing, Retail Management, Psychology, 3.64
Franklin High School 2004 — 2008
Kendra Ferraro Kendra Ferraro's Baring Asset Management Experience October 2013 - April 2014
Job Executive Assistant at Twitter
Industry Internet
Experience
Baring Asset Management October 2013 - April 2014
Nasty Gal July 2012 - October 2013
ShoeDazzle July 2011 - July 2012
Education
University of Oregon 2007 — 2011
B.S. Women's and Gender Studies, B.A. English
University of Virginia 2010 — 2010
Semester at Sea
Universidad de Queretaro 2008 — 2008
Spanish
Baring Asset Management October 2013 - April 2014
Nasty Gal July 2012 - October 2013
ShoeDazzle July 2011 - July 2012
Education
University of Oregon 2007 — 2011
B.S. Women's and Gender Studies, B.A. English
University of Virginia 2010 — 2010
Semester at Sea
Universidad de Queretaro 2008 — 2008
Spanish
Ivka Kalus-Bystricky Ivka Kalus-Bystricky's Baring Asset Management Experience 2003 - 2004
Job International Equities Portfolio Manager at Boston Advisors, LLC
Industry Financial Services
Experience
Boston Advisors, LLC February 2015 - Present
Pax World Management LLC February 2008 - December 2014
State Street 2004 - 2008
Baring Asset Management 2003 - 2004
Independence Investments 2000 - 2003
Putnam Investments 1998 - 2000
Arthur D. Little 1991 - 1997
Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income
Education
INSEAD 1997 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies
Ruprecht-Karls-Universität Heidelberg 1986 — 1987
One year of general studies funded by Rotary Scholarship
Harvard University 1982 — 1986
AB, Biology
Boston Advisors, LLC February 2015 - Present
Pax World Management LLC February 2008 - December 2014
State Street 2004 - 2008
Baring Asset Management 2003 - 2004
Independence Investments 2000 - 2003
Putnam Investments 1998 - 2000
Arthur D. Little 1991 - 1997
Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income
Education
INSEAD 1997 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies
Ruprecht-Karls-Universität Heidelberg 1986 — 1987
One year of general studies funded by Rotary Scholarship
Harvard University 1982 — 1986
AB, Biology
Dan Savyckyj Dan Savyckyj's Baring Asset Management Experience 1997 - 2000
Job Americas External Supply QA at GSK CH
Industry Pharmaceuticals
Experience
GSK July 2015 - Present
Novartis 2012 - Present
Ecolibrium Group, LLC 2009 - 2011
Evergreen Investments 2001 - 2002
Evergreen Investments 2000 - 2001
Baring Asset Management 1997 - 2000
International Finance Corporation 1992 - 1994
Skills
Emerging Markets, Start-ups, Valuation, Portfolio Management, Investments, Economics, Analysis, Leadership
Education
Jefferson Medical College of Thomas Jefferson University 2006 — 2008
University of Pennsylvania
Georgetown University
Master, Business Administration
University of Pennsylvania
Bachelor of Arts, European History
GSK July 2015 - Present
Novartis 2012 - Present
Ecolibrium Group, LLC 2009 - 2011
Evergreen Investments 2001 - 2002
Evergreen Investments 2000 - 2001
Baring Asset Management 1997 - 2000
International Finance Corporation 1992 - 1994
Skills
Emerging Markets, Start-ups, Valuation, Portfolio Management, Investments, Economics, Analysis, Leadership
Education
Jefferson Medical College of Thomas Jefferson University 2006 — 2008
University of Pennsylvania
Georgetown University
Master, Business Administration
University of Pennsylvania
Bachelor of Arts, European History
Daniella Vollinger Daniella Vollinger's Baring Asset Management Experience 2007 - 2010
Job Marketing Executive, North America at Real Asset Management
Industry Marketing and Advertising
Experience
Real Asset Management 2013 - Present
Social Focus Marketing, Inc. 2011 - 2013
LVMH 2010 - 2011
Baring Asset Management 2007 - 2010
Asset International 2005 - 2007
Skills
Integrated Marketing, Online Advertising, Wordpress, Social Media, Social Media Marketing, WordPress, Digital Marketing, Email Marketing, Marketing Communications, Lead Generation, SEO, Website Development, Direct Marketing, Marketing, Google Analytics
Education
Skidmore College 2001 — 2005
Bachelor of Arts (B.A.), English Literature & Graphic Design
Real Asset Management 2013 - Present
Social Focus Marketing, Inc. 2011 - 2013
LVMH 2010 - 2011
Baring Asset Management 2007 - 2010
Asset International 2005 - 2007
Skills
Integrated Marketing, Online Advertising, Wordpress, Social Media, Social Media Marketing, WordPress, Digital Marketing, Email Marketing, Marketing Communications, Lead Generation, SEO, Website Development, Direct Marketing, Marketing, Google Analytics
Education
Skidmore College 2001 — 2005
Bachelor of Arts (B.A.), English Literature & Graphic Design
Joseph Caruso Jr., CFA Joseph Caruso Jr., CFA's Baring Asset Management Experience 1994 - 2000
Job IT Business Analyst | Quantitative Analyst | IT Manager
Industry Investment Management
Experience
Vestmark June 2015 - Present
Batterymarch Financial Management 2009 - 2015
Batterymarch Financial Management 2004 - 2009
Batterymarch Financial Management 2000 - 2004
Baring Asset Management 1994 - 2000
Skills
SQL, VBA, Microsoft Excel, FactSet, TCL, Autosys, Data Quality, Portfolio Optimization, Problem Solving, Microsoft Office, Process Management, XML, Project Management, Team Management, Shell Scripting, RDBMS, Performance Attribution, Tortoise SVN, HTML, Putty, Equities, Portfolio Management, Asset Management
Education
University of Rochester 1989 — 1993
BS, Physics
Phillips Andover Academy 1986 — 1989
High School
Vestmark June 2015 - Present
Batterymarch Financial Management 2009 - 2015
Batterymarch Financial Management 2004 - 2009
Batterymarch Financial Management 2000 - 2004
Baring Asset Management 1994 - 2000
Skills
SQL, VBA, Microsoft Excel, FactSet, TCL, Autosys, Data Quality, Portfolio Optimization, Problem Solving, Microsoft Office, Process Management, XML, Project Management, Team Management, Shell Scripting, RDBMS, Performance Attribution, Tortoise SVN, HTML, Putty, Equities, Portfolio Management, Asset Management
Education
University of Rochester 1989 — 1993
BS, Physics
Phillips Andover Academy 1986 — 1989
High School
Nathalie Wallace's Baring Asset Management Experience November 1995 - June 1999
Job Seasoned Investment Manager | Emerging Markets Equities
Industry Financial Services
Experience
Senior Investment Management Leader December 2014 - Present
Northeastern University 2015 - 2015
Northeastern University 2015 - 2015
Batterymarch Financial Management February 2009 - July 2014
Delta Partners May 2005 - May 2009
Batterymarch Financial Management March 2003 - May 2005
Wellington Management Company September 1999 - February 2003
Baring Asset Management November 1995 - June 1999
Skills
Emerging Markets, Portfolio Management, Investments, Equities, Valuation, Alternative Investments, Hedge Funds, Equity Research, Financial Modeling, Asset Management, Bloomberg, Private Equity, Fixed Income, Latin America, Investment Management, Entrepreneurship, Technical Analysis, Capital Markets, Asset Allocation, Start-ups
Education
Institut Supérieur de Gestion
Bachelor of Business Administration (BBA), Cum Laude, International Business, Business/Managerial Economics
Société Française des Analystes Financiers - SFAF
CIIA, Certified Financial Analyst
Senior Investment Management Leader December 2014 - Present
Northeastern University 2015 - 2015
Northeastern University 2015 - 2015
Batterymarch Financial Management February 2009 - July 2014
Delta Partners May 2005 - May 2009
Batterymarch Financial Management March 2003 - May 2005
Wellington Management Company September 1999 - February 2003
Baring Asset Management November 1995 - June 1999
Skills
Emerging Markets, Portfolio Management, Investments, Equities, Valuation, Alternative Investments, Hedge Funds, Equity Research, Financial Modeling, Asset Management, Bloomberg, Private Equity, Fixed Income, Latin America, Investment Management, Entrepreneurship, Technical Analysis, Capital Markets, Asset Allocation, Start-ups
Education
Institut Supérieur de Gestion
Bachelor of Business Administration (BBA), Cum Laude, International Business, Business/Managerial Economics
Société Française des Analystes Financiers - SFAF
CIIA, Certified Financial Analyst
Carl Tortola's Baring Asset Management Experience September 2005 - January 2006
Job Director of Interactive Production at Neptune Web Inc.
Industry Online Media
Experience
Neptune Web Inc. January 2014 - Present
Neptune Web Inc. January 2008 - Present
Music Museum of New England September 2009 - Present
Self-employed January 2006 - Present
RR Donnelley (formerly Banta Integrated Media) April 2006 - December 2007
Baring Asset Management September 2005 - January 2006
Mavex Film Productions 2002 - 2006
Boston University September 2003 - September 2005
Skills
HTML + CSS, JavaScript, jQuery, Flash, Photoshop, Web Project Management, Web Development, HTML, Dreamweaver, Web Design
Education
Boston University 1998 — 2002
BS, Communication Science
Lexington High School 1997 — 2002
Neptune Web Inc. January 2014 - Present
Neptune Web Inc. January 2008 - Present
Music Museum of New England September 2009 - Present
Self-employed January 2006 - Present
RR Donnelley (formerly Banta Integrated Media) April 2006 - December 2007
Baring Asset Management September 2005 - January 2006
Mavex Film Productions 2002 - 2006
Boston University September 2003 - September 2005
Skills
HTML + CSS, JavaScript, jQuery, Flash, Photoshop, Web Project Management, Web Development, HTML, Dreamweaver, Web Design
Education
Boston University 1998 — 2002
BS, Communication Science
Lexington High School 1997 — 2002
Maria Cassisi's Baring Asset Management Experience 1996 - 2000
Job SVP, Business Development Head Client Services, USA at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
Standard Life Investments October 2010 - Present
JPMorgan Asset Management October 2006 - October 2010
US Trust September 2003 - October 2006
American Century April 2001 - September 2003
American Century Investments 2001 - 2003
State Street Research 2000 - 2001
Baring Asset Management 1996 - 2000
Education
Boston University 1991 — 1995
BA, International Relations, Economics
Jason Kennedy, CFA's Baring Asset Management Experience 2000 - 2003
Job Credit Research Analyst PPM America
Industry Financial Services
Experience
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
Chris Tremblay's Baring Asset Management Experience 1999 - 2001
Job Director, Finance
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments August 2011 - October 2013
Fidelity Investments June 2008 - August 2011
The First Marblehead Corporation January 2007 - May 2008
CRA International 2003 - 2007
LTXC Corp 2002 - 2003
Baring Asset Management 1999 - 2001
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Business Analysis, Financial Services, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MBA, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MS, Finance
Bentley University 1995 — 1999
BS, Accounting
Merrimack High School
Fidelity Investments October 2013 - Present
Fidelity Investments August 2011 - October 2013
Fidelity Investments June 2008 - August 2011
The First Marblehead Corporation January 2007 - May 2008
CRA International 2003 - 2007
LTXC Corp 2002 - 2003
Baring Asset Management 1999 - 2001
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Business Analysis, Financial Services, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MBA, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2006
MS, Finance
Bentley University 1995 — 1999
BS, Accounting
Merrimack High School
Tom Blakey's Baring Asset Management Experience 2002 - 2004
Job Senior Equity Analyst at Invesco US
Industry Financial Services
Experience
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Invesco US April 2014 - Present
Pyramis Global Advisors November 2012 - October 2013
Essex Investment Management August 2004 - November 2012
Baring Asset Management 2002 - 2004
Gerard Klauer Mattison 1999 - 2002
Gerard Klauer Mattison (now BMO Capital Markets) 1999 - 2002
State Street Capital 1995 - 1999
Skills
Equity Research, Equities, Investments, Mutual Funds, Bloomberg, Hedge Funds, Alternative Investments, Equity Valuation, Portfolio Management, Investment Management, Capital Markets, Asset Management, Investment Strategies, Independent Thinking, Financial Analysis
Education
Boston University 1995 — 1998
MBA, Finance
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Sam Rahman's Baring Asset Management Experience 1993 - Present
Job Portfolio Manager and Senior Equity Analyst, CFA
Industry Investment Management
Experience
Baring Asset Mgmt January 2003 - Present
Baring Asset Management 1993 - Present
Baring Asset Mgmt January 2000 - January 2003
Education
Imperial College London 1991 — 1992
MBA, Finance
UCL 1988 — 1991
BEng, Chemical Engineering
Baring Asset Mgmt January 2003 - Present
Baring Asset Management 1993 - Present
Baring Asset Mgmt January 2000 - January 2003
Education
Imperial College London 1991 — 1992
MBA, Finance
UCL 1988 — 1991
BEng, Chemical Engineering
Anna Chiu Hughes's Baring Asset Management Experience April 2000 - June 2003
Job Portfolio Analyst at Wellington Management Company
Industry Investment Management
Experience
Wellington Management Company August 2003 - Present
Baring Asset Management April 2000 - June 2003
MFS Investment Management September 1998 - April 2000
Education
Boston University 1993 — 1997
HKIS 1990 — 1994
Wellington Management Company August 2003 - Present
Baring Asset Management April 2000 - June 2003
MFS Investment Management September 1998 - April 2000
Education
Boston University 1993 — 1997
HKIS 1990 — 1994
Adam Pawling's Baring Asset Management Experience July 2006 - February 2007
Job Proposal Writer, CFA Level 1 Candidate
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. January 2014 - Present
AOI College March 2012 - December 2013
Travel University International February 2011 - April 2011
Babson College January 2008 - December 2009
Income Research and Management April 2007 - October 2007
Baring Asset Management July 2006 - February 2007
John Hancock Financial Services January 2005 - July 2006
Boston Financial Data Services August 2003 - January 2005
Fidelity Investments February 2001 - November 2001
Liberty Mutual Insurance April 2000 - February 2001
Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
University of St. Andrews 1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies
RBC Global Asset Management (U.S.) Inc. January 2014 - Present
AOI College March 2012 - December 2013
Travel University International February 2011 - April 2011
Babson College January 2008 - December 2009
Income Research and Management April 2007 - October 2007
Baring Asset Management July 2006 - February 2007
John Hancock Financial Services January 2005 - July 2006
Boston Financial Data Services August 2003 - January 2005
Fidelity Investments February 2001 - November 2001
Liberty Mutual Insurance April 2000 - February 2001
Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
University of St. Andrews 1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Pam Hegarty's Baring Asset Management Experience June 2003 - April 2005
Job Global Equity Analyst at Boston Common Asset Management
Industry Investment Management
Experience
Boston Common Asset Management November 2013 - Present
Intergeneration Capital Management July 2011 - October 2013
First Solar April 2009 - July 2011
State Street Global Advisors April 2005 - December 2008
Baring Asset Management June 2003 - April 2005
Janus Capital Group December 1995 - April 2003
Skills
Equity Research, Valuation, Asset Management, Financial Analysis, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA With Distinction, Finance and Operations Management
Harvard University 1983 — 1987
AB Cum Laude, Applied Mathematics with a concentration in Economics
Boston Common Asset Management November 2013 - Present
Intergeneration Capital Management July 2011 - October 2013
First Solar April 2009 - July 2011
State Street Global Advisors April 2005 - December 2008
Baring Asset Management June 2003 - April 2005
Janus Capital Group December 1995 - April 2003
Skills
Equity Research, Valuation, Asset Management, Financial Analysis, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA With Distinction, Finance and Operations Management
Harvard University 1983 — 1987
AB Cum Laude, Applied Mathematics with a concentration in Economics
Christopher O'Brien, CFA, CMT's Baring Asset Management Experience October 1993 - February 2001
Job Small Cap Growth Equity Analyst at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles September 2013 - Present
John Hancock Asset Management/ Manulife Asset Management July 2004 - April 2013
State Street Research & Management (acquired by Blackrock) February 2001 - April 2004
Baring Asset Management October 1993 - February 2001
Skills
Investments, Equities, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Factset, Fundamental Research, Quantitative Analysis, Technical Analysis, Risk Management, Marketing, international equities, initial public offerings, Foreign Investment, IPO, Research, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Business Administration
Trinity College-Hartford 1989 — 1993
BA, Philosophy
Saint Mark's School 1985 — 1989
Diploma
Loomis Sayles September 2013 - Present
John Hancock Asset Management/ Manulife Asset Management July 2004 - April 2013
State Street Research & Management (acquired by Blackrock) February 2001 - April 2004
Baring Asset Management October 1993 - February 2001
Skills
Investments, Equities, Bloomberg, Portfolio Management, Asset Management, Mutual Funds, Factset, Fundamental Research, Quantitative Analysis, Technical Analysis, Risk Management, Marketing, international equities, initial public offerings, Foreign Investment, IPO, Research, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Business Administration
Trinity College-Hartford 1989 — 1993
BA, Philosophy
Saint Mark's School 1985 — 1989
Diploma
Christopher Adey's Baring Asset Management Experience November 2000 - May 2006
Job CoHead, Global Institutional Sales at AGF Investments
Industry Investment Management
Experience
AGF Investments March 2015 - Present
AGF Investments April 2012 - February 2015
GE Asset Management January 2010 - March 2012
GE Asset Management June 2006 - November 2010
Baring Asset Management November 2000 - May 2006
MFS Investment Management October 1998 - October 2000
Cambridge Associates April 1991 - October 1998
Skills
Equities, Institutional, Asset Management, Asset Managment, Business Development, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Equity Valuation, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Mutual Funds, Leadership, Fixed Income, Investment Management, Bloomberg, Equity Research, Financial Advisory, Private Equity, Capital Markets, Securities, Financial Services, Institutional..., Pensions, Valuation, Emerging Markets, Due Diligence, Financial Markets, Financial Modeling, Relationship Management, Strategic Financial..., Fund Of Funds, Investor Relations, Trading, Bonds, Client Services, Derivatives, Options, Risk Management, Asset, Pension Funds
Education
University of Massachusetts Dartmouth 1985 — 1990
Bachelor of Arts, English - Writing & Communications
AGF Investments March 2015 - Present
AGF Investments April 2012 - February 2015
GE Asset Management January 2010 - March 2012
GE Asset Management June 2006 - November 2010
Baring Asset Management November 2000 - May 2006
MFS Investment Management October 1998 - October 2000
Cambridge Associates April 1991 - October 1998
Skills
Equities, Institutional, Asset Management, Asset Managment, Business Development, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Equity Valuation, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Mutual Funds, Leadership, Fixed Income, Investment Management, Bloomberg, Equity Research, Financial Advisory, Private Equity, Capital Markets, Securities, Financial Services, Institutional..., Pensions, Valuation, Emerging Markets, Due Diligence, Financial Markets, Financial Modeling, Relationship Management, Strategic Financial..., Fund Of Funds, Investor Relations, Trading, Bonds, Client Services, Derivatives, Options, Risk Management, Asset, Pension Funds
Education
University of Massachusetts Dartmouth 1985 — 1990
Bachelor of Arts, English - Writing & Communications
Sarah McCready's Baring Asset Management Experience March 2007 - December 2008
Job SVP, Marketing at Direxion Funds/Direxion Shares
Industry Financial Services
Experience
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
Joshua Vaughn's Baring Asset Management Experience August 2003 - February 2006
Job Professional Development and Training Manager at WilmerHale
Industry Legal Services
Experience
WilmerHale September 2013 - Present
WilmerHale May 2010 - September 2013
Abt Associates June 2008 - May 2010
Goodwin Procter LLP February 2006 - August 2007
Baring Asset Management August 2003 - February 2006
Skills
Research, Policy Analysis, Public Policy, Data Analysis, Qualitative Research, Public Speaking, Community Outreach, Grant Writing, Program Development, Statistics, Social Media, Nonprofits, Human Resources, Training
Education
Harvard University Graduate School of Education
Master of Education (EdM), Education Research and Policy
Suffolk University
Bachelor of Science (BS), Psychology (Industrial/Organizational)
WilmerHale September 2013 - Present
WilmerHale May 2010 - September 2013
Abt Associates June 2008 - May 2010
Goodwin Procter LLP February 2006 - August 2007
Baring Asset Management August 2003 - February 2006
Skills
Research, Policy Analysis, Public Policy, Data Analysis, Qualitative Research, Public Speaking, Community Outreach, Grant Writing, Program Development, Statistics, Social Media, Nonprofits, Human Resources, Training
Education
Harvard University Graduate School of Education
Master of Education (EdM), Education Research and Policy
Suffolk University
Bachelor of Science (BS), Psychology (Industrial/Organizational)
Rick Shea's Baring Asset Management Experience 2002 - 2005
Job CFO/COO at Boston Advisors
Industry Financial Services
Experience
Boston Advisors March 2005 - Present
Baring Asset Management 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
Strategic Financial..., Financial Reporting, Asset Managment, Financial Analysis, Financial Modeling, US GAAP, Valuation, Private Equity, Hedge Funds, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Providence College
BS, Accounting
Boston Advisors March 2005 - Present
Baring Asset Management 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
Strategic Financial..., Financial Reporting, Asset Managment, Financial Analysis, Financial Modeling, US GAAP, Valuation, Private Equity, Hedge Funds, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Providence College
BS, Accounting
Scott Peabody's Baring Asset Management Experience July 2002 - February 2004
Job Investment Product Manager
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Voya Investment Management August 2007 - July 2014
ING Investment Management February 2004 - August 2007
Baring Asset Management July 2002 - February 2004
Education
Bentley University 1998 — 2002
Prudential Financial July 2014 - Present
Voya Investment Management August 2007 - July 2014
ING Investment Management February 2004 - August 2007
Baring Asset Management July 2002 - February 2004
Education
Bentley University 1998 — 2002
Ruben Urquidi Junior's Baring Asset Management Experience June 1996 - September 1996
Job Treasury
Industry Media Production
Experience
State Street Corporation January 2007 - March 2008
pacific grove partners llc August 2004 - December 2006
Putnam Investments / PanAgora Advisory LLC April 2006 - June 2006
Fidelity Investments / Fidelity Management Trust Co. December 1998 - June 2004
Financial Management Advisors LLC March 1997 - November 1998
Baring Asset Management June 1996 - September 1996
Loomis Sayles March 1996 - May 1996
Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Modeling, Investment Management, Asset Allocation, Mutual Funds, Private Equity, Valuation, Asset Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, General Management Finance
Cornell University 1989 — 1991
Master, Industrial and Labor Relations
Williams College 1985 — 1989
BA, Double Major: Economics and Spanish Literature.
Alisal High School 1981 — 1985
HS Diploma, General Education
State Street Corporation January 2007 - March 2008
pacific grove partners llc August 2004 - December 2006
Putnam Investments / PanAgora Advisory LLC April 2006 - June 2006
Fidelity Investments / Fidelity Management Trust Co. December 1998 - June 2004
Financial Management Advisors LLC March 1997 - November 1998
Baring Asset Management June 1996 - September 1996
Loomis Sayles March 1996 - May 1996
Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Modeling, Investment Management, Asset Allocation, Mutual Funds, Private Equity, Valuation, Asset Management
Education
UCLA Anderson School of Management 1995 — 1997
MBA, General Management Finance
Cornell University 1989 — 1991
Master, Industrial and Labor Relations
Williams College 1985 — 1989
BA, Double Major: Economics and Spanish Literature.
Alisal High School 1981 — 1985
HS Diploma, General Education
Krissy Armstrong's Baring Asset Management Experience November 2007 - June 2008
Job Client Service Representative
Industry Consumer Services
Experience
Captial Fulfillment Group, Inc. December 2008 - Present
Capital Fulfillment Group June 2008 - November 2008
Baring Asset Management November 2007 - June 2008
Nation One Mortgage, Inc. March 2005 - May 2007
99 Restaurant May 2003 - April 2005
Education
Bridgewater State University 1998 — 2002
Business Management, Human Resources
Captial Fulfillment Group, Inc. December 2008 - Present
Capital Fulfillment Group June 2008 - November 2008
Baring Asset Management November 2007 - June 2008
Nation One Mortgage, Inc. March 2005 - May 2007
99 Restaurant May 2003 - April 2005
Education
Bridgewater State University 1998 — 2002
Business Management, Human Resources
Dave Aberle's Baring Asset Management Experience 1998 - 2003
Job Managing Director at Palisades Capital Advisors LLC
Industry Management Consulting
Experience
Palisades Capital Advisors LLC July 2012 - Present
Electric Contractors, Inc. June 2005 - December 2011
Pension Benefit Guaranty Corp. 2003 - 2005
Baring Asset Management 1998 - 2003
Skills
Asset Managment, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Financial Modeling, Equities, Valuation, Private Equity, Risk Management, Bloomberg, Emerging Markets, Due Diligence, Capital Markets, Hedge Funds, Economics, Fixed Income, Strategic Planning, Analysis, Asset Allocation, Management Consulting, Start-ups, Asset Management, Restructuring, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Masters, Finance
University of Colorado Boulder 1990 — 1994
Bachelor of Science, Business
Palisades Capital Advisors LLC July 2012 - Present
Electric Contractors, Inc. June 2005 - December 2011
Pension Benefit Guaranty Corp. 2003 - 2005
Baring Asset Management 1998 - 2003
Skills
Asset Managment, Portfolio Management, Financial Analysis, Investments, Credit Analysis, Financial Modeling, Equities, Valuation, Private Equity, Risk Management, Bloomberg, Emerging Markets, Due Diligence, Capital Markets, Hedge Funds, Economics, Fixed Income, Strategic Planning, Analysis, Asset Allocation, Management Consulting, Start-ups, Asset Management, Restructuring, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
Masters, Finance
University of Colorado Boulder 1990 — 1994
Bachelor of Science, Business
Christina Saling's Baring Asset Management Experience August 2007 - Present
Job staff accountant at Baring Asset Management
Industry Investment Management
Experience
Baring Asset Management August 2007 - Present
Skills
Financial Reporting, Fund Accounting
Education
San Diego State University-California State University 2001 — 2004
BA, Public Adminstration
Baring Asset Management August 2007 - Present
Skills
Financial Reporting, Fund Accounting
Education
San Diego State University-California State University 2001 — 2004
BA, Public Adminstration
Eileen Lacey-Trahan, ARM, AIS's Baring Asset Management Experience 1990 - 1998
Job Technical Product Manager at Wolters Kluwer Financial Services
Industry Insurance
Experience
Wolters Kluwer Financial Services June 2007 - Present
Wellington Management 1998 - 2005
Baring Asset Management 1990 - 1998
Skills
Business Analysis
Education
Northeastern University
B.S., Finance
Insurance Institute of America
ARM, AIS
Wolters Kluwer Financial Services June 2007 - Present
Wellington Management 1998 - 2005
Baring Asset Management 1990 - 1998
Skills
Business Analysis
Education
Northeastern University
B.S., Finance
Insurance Institute of America
ARM, AIS
Christopher Grohe's Baring Asset Management Experience 1994 - 1997
Job Quantitative Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2002 - Present
Deutsche Asset Management 2001 - 2002
Deutsche Asset Management (Scudder) 2001 - 2002
GMO 1999 - 2000
Baring Asset Management 1994 - 1997
Sr Business Analyst / Developer 1994 - 1996
Skills
Quantitative Research, Portfolio Management, Equities, Quantitative Analysis, Asset Management, Portfolio Optimization, R, Quantitative Finance, Investment Strategies, Statistics, SQL, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 1989 — 1993
Bachelor's of Science
THE Acton Boxboro RHS 1985 — 1989
Wellington Management June 2002 - Present
Deutsche Asset Management 2001 - 2002
Deutsche Asset Management (Scudder) 2001 - 2002
GMO 1999 - 2000
Baring Asset Management 1994 - 1997
Sr Business Analyst / Developer 1994 - 1996
Skills
Quantitative Research, Portfolio Management, Equities, Quantitative Analysis, Asset Management, Portfolio Optimization, R, Quantitative Finance, Investment Strategies, Statistics, SQL, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 1989 — 1993
Bachelor's of Science
THE Acton Boxboro RHS 1985 — 1989
Daniel Barry's Baring Asset Management Experience 2000 - 2004
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
BISYS Hedge Fund Services, Inc. 2004 - 2006
Baring Asset Management 2000 - 2004
US Air Force 1990 - 2002
Scudder Investments 2000 - 2000
Skills
Hedge Funds, Asset Management, Asset Managment, Global Asset Management, UCITS, Compliance, Investment Management, Institutional...
Education
Suffolk University Law School 1996 — 1999
JD, cum laude, Law
Regis University 1991 — 1993
MBA, Finance & Accounting
University of Massachusetts, Amherst 1987 — 1990
BA, Political Science
Fidelity Investments January 2007 - Present
BISYS Hedge Fund Services, Inc. 2004 - 2006
Baring Asset Management 2000 - 2004
US Air Force 1990 - 2002
Scudder Investments 2000 - 2000
Skills
Hedge Funds, Asset Management, Asset Managment, Global Asset Management, UCITS, Compliance, Investment Management, Institutional...
Education
Suffolk University Law School 1996 — 1999
JD, cum laude, Law
Regis University 1991 — 1993
MBA, Finance & Accounting
University of Massachusetts, Amherst 1987 — 1990
BA, Political Science
George R. Hoguet, CFA, FRM's Baring Asset Management Experience 1995 - 1998
Job MD at SSgA
Industry Investment Management
Experience
State Street Global Advisors February 1998 - Present
Baring Asset Management 1995 - 1998
Frank Russell Company 1992 - 1995
U.S. Department of the Treasury 1982 - 1985
Skills
Portfolio Management, Investments, Investment Banking, Business Strategy, Management, Product Management, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Capital Markets, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Economics, Investment Strategies, Financial Markets, Asset Managment, Emerging Markets, Securities, Private Equity, Equity Research, Derivatives, ETFs
Education
Harvard Business School
MBA, Finance
Harvard College
BA, Russian History and Literature
State Street Global Advisors February 1998 - Present
Baring Asset Management 1995 - 1998
Frank Russell Company 1992 - 1995
U.S. Department of the Treasury 1982 - 1985
Skills
Portfolio Management, Investments, Investment Banking, Business Strategy, Management, Product Management, Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Management, Capital Markets, Bloomberg, Asset Allocation, Mutual Funds, Investment Management, Economics, Investment Strategies, Financial Markets, Asset Managment, Emerging Markets, Securities, Private Equity, Equity Research, Derivatives, ETFs
Education
Harvard Business School
MBA, Finance
Harvard College
BA, Russian History and Literature
Deirdre Whann's Baring Asset Management Experience 1995 - 2002
Job Assistant Director, Investor Communications at
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners 2002 - Present
Baring Asset Management 1995 - 2002
Education
Boston College 1989 — 1993
BA, Political Science
HarbourVest Partners 2002 - Present
Baring Asset Management 1995 - 2002
Education
Boston College 1989 — 1993
BA, Political Science
Richard P. Sobel's Baring Asset Management Experience June 1994 - December 1997
Job Managing Partner at EM Strategic Partners
Industry Venture Capital & Private Equity
Experience
EM Strategic Partners 2014 - Present
Altai Capital LLC May 2011 - Present
American Chamber of Commerce in Russia 2009 - Present
GRDC June 2011 - April 2014
STS Logistics 2009 - December 2013
Alfa Capital Partners, Ltd May 2011 - December 2011
Alfa Capital Partners November 2003 - December 2011
PartMiner November 1999 - July 2002
CIBC Oppenheimer 1998 - 1999
Baring Asset Management June 1994 - December 1997
Skills
Private Equity, Mergers, Venture Capital, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Real Estate Development, Restructuring, Investments, Financial Structuring, Corporate Development, Financial Modeling, Hedge Funds, M&A experience, Capital Markets, Business Development, Asset Management, Business Valuation, Capital, Project Finance, Start-ups, Investor Relations, Joint Ventures, LBO, IPO, Private Placements, Structured Finance, Corporate Governance, Funding, Leveraged Finance, Alternative Investments, Debt Restructuring, Portfolio Management, Acquisitions, Capital Raising, Cross-border..., Executive Management, Angel Investing
Education
Harvard Business School 1987 — 1989
MBA, Finance
Stanford University 1980 — 1984
B.A., Economics
New Rochelle High School 1977 — 1980
High School
EM Strategic Partners 2014 - Present
Altai Capital LLC May 2011 - Present
American Chamber of Commerce in Russia 2009 - Present
GRDC June 2011 - April 2014
STS Logistics 2009 - December 2013
Alfa Capital Partners, Ltd May 2011 - December 2011
Alfa Capital Partners November 2003 - December 2011
PartMiner November 1999 - July 2002
CIBC Oppenheimer 1998 - 1999
Baring Asset Management June 1994 - December 1997
Skills
Private Equity, Mergers, Venture Capital, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Investment Banking, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Real Estate Development, Restructuring, Investments, Financial Structuring, Corporate Development, Financial Modeling, Hedge Funds, M&A experience, Capital Markets, Business Development, Asset Management, Business Valuation, Capital, Project Finance, Start-ups, Investor Relations, Joint Ventures, LBO, IPO, Private Placements, Structured Finance, Corporate Governance, Funding, Leveraged Finance, Alternative Investments, Debt Restructuring, Portfolio Management, Acquisitions, Capital Raising, Cross-border..., Executive Management, Angel Investing
Education
Harvard Business School 1987 — 1989
MBA, Finance
Stanford University 1980 — 1984
B.A., Economics
New Rochelle High School 1977 — 1980
High School
Paul Berlinguet's Baring Asset Management Experience May 1989 - 2000
Job Vice President Head of Equity Client Portfolio Management at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Management July 2008 - June 2015
Columbia Management October 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Baring Asset Management May 1989 - 2000
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Competitive Analysis, Financial Analysis, Series 7, Securities, Forecasting, Financial Advisory, Analysis, Leadership, Risk Management, Product Management
Education
Lesley University 1992 — 1996
MSM, Management
Suffolk University - Sawyer Business School 1983 — 1986
BSBA, Management/Marketing
Columbia Threadneedle Investments, US June 2015 - Present
Columbia Management July 2008 - June 2015
Columbia Management October 2003 - July 2008
John Hancock Life Insurance Company (U.S.A.) 2000 - 2003
Baring Asset Management May 1989 - 2000
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Mutual Funds, Competitive Analysis, Financial Analysis, Series 7, Securities, Forecasting, Financial Advisory, Analysis, Leadership, Risk Management, Product Management
Education
Lesley University 1992 — 1996
MSM, Management
Suffolk University - Sawyer Business School 1983 — 1986
BSBA, Management/Marketing
John Power's Baring Asset Management Experience 1987 - 1997
Job JO Hambro Capital Management and Boston Breakers Women's Professional Soccer
Industry Investment Management
Experience
JO Hambro Capital Management July 2014 - Present
Boston Breakers Women's Professional Soccer May 2014 - Present
Fidelity Investments February 2005 - March 2012
Oechsle International Advisors 2000 - 2005
Santander Global Advisors 1997 - 2000
Standish, Ayer & Wood 1997 - 1997
Baring Asset Management 1987 - 1997
Colonial Management 1986 - 1987
Regulatory Research Associates 1983 - 1984
Manufacturers Hanover Trust 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Investment Management
Middlebury College 1978 — 1982
B.A., Economics, French
JO Hambro Capital Management July 2014 - Present
Boston Breakers Women's Professional Soccer May 2014 - Present
Fidelity Investments February 2005 - March 2012
Oechsle International Advisors 2000 - 2005
Santander Global Advisors 1997 - 2000
Standish, Ayer & Wood 1997 - 1997
Baring Asset Management 1987 - 1997
Colonial Management 1986 - 1987
Regulatory Research Associates 1983 - 1984
Manufacturers Hanover Trust 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Investment Management
Middlebury College 1978 — 1982
B.A., Economics, French
Donna Colson's Baring Asset Management Experience January 1996 - August 1999
Job Burlingame Business Owner
Industry Investment Management
Experience
Burlingamer, LLC January 2010 - Present
Tukman Capital Management September 1999 - January 2010
Baring Asset Management January 1996 - August 1999
Skills
Strategic Planning, Management, Strategy, Leadership, Marketing, Customer Service, Public Speaking, Portfolio Management, Start-ups, Investments, Business Development, Fundraising, Event Management, Business Strategy, Entrepreneurship, Asset Management
Education
UC Berkeley 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1982 — 1986
Bachelor of Arts (BA), Political Economy
Burlingamer, LLC January 2010 - Present
Tukman Capital Management September 1999 - January 2010
Baring Asset Management January 1996 - August 1999
Skills
Strategic Planning, Management, Strategy, Leadership, Marketing, Customer Service, Public Speaking, Portfolio Management, Start-ups, Investments, Business Development, Fundraising, Event Management, Business Strategy, Entrepreneurship, Asset Management
Education
UC Berkeley 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1982 — 1986
Bachelor of Arts (BA), Political Economy
William Royer's Baring Asset Management Experience December 2007 - May 2008
Job Assistant Director at U.S. Securities and Exchange Commission
Industry Investment Management
Experience
US Securities and Exchange Commission July 2013 - Present
Arrowstreet Capital August 2011 - May 2012
Foreside Financial Group, LLC November 2009 - August 2011
Baring Asset Management December 2007 - May 2008
GMO February 1995 - March 2005
Ropes & Gray LLP September 1992 - January 1995
Seragen September 1987 - June 1989
Skills
Securities, Securities Regulation, Hedge Funds, Alternative Investments, Corporate Governance, Due Diligence, Mutual Funds, Asset Management, Investment Management, Investments, Risk Management, Mergers & Acquisitions
Education
Boston University School of Law 1989 — 1992
J.D., Law
University of New Hampshire 1983 — 1987
B.S., Chemistry
University of New Hampshire 1983 — 1987
Bachelor of Science, Chemistry
US Securities and Exchange Commission July 2013 - Present
Arrowstreet Capital August 2011 - May 2012
Foreside Financial Group, LLC November 2009 - August 2011
Baring Asset Management December 2007 - May 2008
GMO February 1995 - March 2005
Ropes & Gray LLP September 1992 - January 1995
Seragen September 1987 - June 1989
Skills
Securities, Securities Regulation, Hedge Funds, Alternative Investments, Corporate Governance, Due Diligence, Mutual Funds, Asset Management, Investment Management, Investments, Risk Management, Mergers & Acquisitions
Education
Boston University School of Law 1989 — 1992
J.D., Law
University of New Hampshire 1983 — 1987
B.S., Chemistry
University of New Hampshire 1983 — 1987
Bachelor of Science, Chemistry
Randall O'Leary, MA (Eco)'s Baring Asset Management Experience June 1998 - December 2007
Job Head, Channel Management Canada at S&P Dow Jones Indices
Industry Investment Management
Experience
S&P Dow Jones Indices November 2013 - Present
Trapeze Asset Management September 2009 - June 2013
Mackenzie Global Advisors January 2008 - September 2009
Baring Asset Management June 1998 - December 2007
Skills
Asset Management, Domestic, International..., Sub-advisory, Mutual..., Traditional,..., Institutional Investing, Family Offices, Strategic Planning, Marketing, Product..., Investments, Institutional..., Family Office, Alternative Investments, Relationship Management, Investment Strategies, Wealth Management, Marketing, Investment Management, Hedge Funds, ETFs, Wealth Management..., High Net Worth..., Mutual Funds
Education
St Mary's University, 1987 — 1989
Master of Arts (M.A.), Economics
Saint Mary's University 1982 — 1987
B. Comm, Finance
Saint Mary's University 1982 — 1987
B.A. (Hon), Economics
S&P Dow Jones Indices November 2013 - Present
Trapeze Asset Management September 2009 - June 2013
Mackenzie Global Advisors January 2008 - September 2009
Baring Asset Management June 1998 - December 2007
Skills
Asset Management, Domestic, International..., Sub-advisory, Mutual..., Traditional,..., Institutional Investing, Family Offices, Strategic Planning, Marketing, Product..., Investments, Institutional..., Family Office, Alternative Investments, Relationship Management, Investment Strategies, Wealth Management, Marketing, Investment Management, Hedge Funds, ETFs, Wealth Management..., High Net Worth..., Mutual Funds
Education
St Mary's University, 1987 — 1989
Master of Arts (M.A.), Economics
Saint Mary's University 1982 — 1987
B. Comm, Finance
Saint Mary's University 1982 — 1987
B.A. (Hon), Economics
Stephen Oler's Baring Asset Management Experience September 1985 - June 1995
Job Portfolio Manager, Retired
Industry Financial Services
Experience
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Hannah Nordstrom's Baring Asset Management Experience June 2015 - Present
Job Client Service Manager
Industry Investment Management
Experience
Baring Asset Management June 2015 - Present
Baring Asset Management May 2014 - Present
iCorps Technologies October 2012 - May 2014
Trident Media Group April 2011 - July 2012
Luxemark June 2011 - February 2012
Skills
Social Media, Editing, Marketing, Proofreading, Blogging, Event Planning, Human Resources, New Business Development, Executive Calendar..., Project Delivery, Travel Planning, Public Relations
Education
Skidmore College 2006 — 2010
BA, English
Northfield Mount Hermon 2002 — 2006
Baring Asset Management June 2015 - Present
Baring Asset Management May 2014 - Present
iCorps Technologies October 2012 - May 2014
Trident Media Group April 2011 - July 2012
Luxemark June 2011 - February 2012
Skills
Social Media, Editing, Marketing, Proofreading, Blogging, Event Planning, Human Resources, New Business Development, Executive Calendar..., Project Delivery, Travel Planning, Public Relations
Education
Skidmore College 2006 — 2010
BA, English
Northfield Mount Hermon 2002 — 2006
Kathy OLeary, CFA, CIPM's Baring Asset Management Experience December 1989 - January 2006
Job Manager, Global Performance Services at Wellington Management
Industry Investment Management
Experience
Wellington Management 2006 - Present
Baring Asset Management December 1989 - January 2006
Education
Stonehill College 1983 — 1987
BS, Finance
Easthampton High School 1979 — 1983
Wellington Management 2006 - Present
Baring Asset Management December 1989 - January 2006
Education
Stonehill College 1983 — 1987
BS, Finance
Easthampton High School 1979 — 1983
Adia (Nunnally) Finn's Baring Asset Management Experience 2005 - 2007
Job Manager at Deloitte & Touche
Industry Management Consulting
Experience
Deloitte & Touche 2007 - Present
Baring Asset Management 2005 - 2007
Université de Bretagne Occidentale September 2003 - July 2004
Skills
Hedge Funds, Risk Management, Asset Managment, Enterprise Risk..., Due Diligence, Equities, Investment Compliance..., Investment Compliance, Process Redesign, Financial Risk, Private Equity, Capital Markets, Auditing, Investment Banking, Financial Services, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Government/Legal Studies, Romance Languages
Université de Toulouse-le-Mirail (Toulouse II) 2002 — 2002
Government/Legal Studies
Deloitte & Touche 2007 - Present
Baring Asset Management 2005 - 2007
Université de Bretagne Occidentale September 2003 - July 2004
Skills
Hedge Funds, Risk Management, Asset Managment, Enterprise Risk..., Due Diligence, Equities, Investment Compliance..., Investment Compliance, Process Redesign, Financial Risk, Private Equity, Capital Markets, Auditing, Investment Banking, Financial Services, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Government/Legal Studies, Romance Languages
Université de Toulouse-le-Mirail (Toulouse II) 2002 — 2002
Government/Legal Studies
Jamie White, Assoc. AIA's Baring Asset Management Experience 1995 - 2003
Job Principal at Endymion Designs
Industry Architecture & Planning
Experience
Endymion Designs 2010 - Present
Carpenter & MacNeille Architects & Builders, Inc. 2005 - 2010
Baring Asset Management 1995 - 2003
Baring Asset Management (Asia) Ltd. 1992 - 1995
Baring International Investment Management Ltd 1986 - 1992
Skills
Architecture, Residential Design, Sustainable Design, Historic Preservation, Construction, Renovation, Sustainability, Architectural Design, Space planning, Design Research, Green Building, Architectures, Construction Drawings, SketchUp, Revit
Education
Boston Architectural College
M Arch, Architecture
University of New Hampshire
BA, cum laude, History/ Economics
Denison University
History
Trinity Hall, Cambridge University, UK
International Relations
INSEAD, Fontainbleau, France
Derivative Analysis
Endymion Designs 2010 - Present
Carpenter & MacNeille Architects & Builders, Inc. 2005 - 2010
Baring Asset Management 1995 - 2003
Baring Asset Management (Asia) Ltd. 1992 - 1995
Baring International Investment Management Ltd 1986 - 1992
Skills
Architecture, Residential Design, Sustainable Design, Historic Preservation, Construction, Renovation, Sustainability, Architectural Design, Space planning, Design Research, Green Building, Architectures, Construction Drawings, SketchUp, Revit
Education
Boston Architectural College
M Arch, Architecture
University of New Hampshire
BA, cum laude, History/ Economics
Denison University
History
Trinity Hall, Cambridge University, UK
International Relations
INSEAD, Fontainbleau, France
Derivative Analysis
Jacqui Bowes's Baring Asset Management Experience May 2015 - Present
Job Business Operations Associate at Barings Asset Management
Industry Marketing and Advertising
Experience
Baring Asset Management May 2015 - Present
Brigham and Women's Hospital September 2012 - May 2015
Skills
Event Management, PowerPoint, Event Planning, Social Media, Outlook, Microsoft Excel, Research, Social Networking, Microsoft Word, Customer Service, Social Media Marketing, Marketing, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor's Degree, Marketing
Baring Asset Management May 2015 - Present
Brigham and Women's Hospital September 2012 - May 2015
Skills
Event Management, PowerPoint, Event Planning, Social Media, Outlook, Microsoft Excel, Research, Social Networking, Microsoft Word, Customer Service, Social Media Marketing, Marketing, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor's Degree, Marketing
Thomas Melvin's Baring Asset Management Experience April 2000 - September 2002
Job VP/ Fixed Income Trading at Black Rock, Inc
Industry Investment Management
Experience
Black Rock, Inc August 2012 - Present
Transition Period October 2011 - August 2012
MacKay Shields July 2006 - October 2011
Deutsche Asset Management June 2003 - June 2006
Baring Asset Management April 2000 - September 2002
Skills
Series 7, Bonds, Trading, Leveraged Finance, Investments, Financial Services, High Yield, Fixed Income, Mutual Funds, Loans, Asset Management, Equities, Portfolio Management, Securities, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Investment Management
Education
DeSales University 1990 — 1994
Liberal Arts, History, Philosophy
Black Rock, Inc August 2012 - Present
Transition Period October 2011 - August 2012
MacKay Shields July 2006 - October 2011
Deutsche Asset Management June 2003 - June 2006
Baring Asset Management April 2000 - September 2002
Skills
Series 7, Bonds, Trading, Leveraged Finance, Investments, Financial Services, High Yield, Fixed Income, Mutual Funds, Loans, Asset Management, Equities, Portfolio Management, Securities, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Investment Management
Education
DeSales University 1990 — 1994
Liberal Arts, History, Philosophy
Bert van der Walt's Baring Asset Management Experience January 2007 - June 2012
Job Driehaus Capital Management
Industry Investment Management
Experience
Baring Asset Management January 2007 - June 2012
UBS Wealth Management March 2006 - January 2007
Alexander Forbes March 2003 - February 2006
Skills
Emerging Market Equity..., Equity Research, Hedge Funds, Investments, Equities, Asset Management, Emerging Markets
Education
University of Pretoria/Universiteit van Pretoria 1999 — 2002
Bachelor of Commerce (B.Com.), Investment Management
Baring Asset Management January 2007 - June 2012
UBS Wealth Management March 2006 - January 2007
Alexander Forbes March 2003 - February 2006
Skills
Emerging Market Equity..., Equity Research, Hedge Funds, Investments, Equities, Asset Management, Emerging Markets
Education
University of Pretoria/Universiteit van Pretoria 1999 — 2002
Bachelor of Commerce (B.Com.), Investment Management
Craig Zaehring's Baring Asset Management Experience November 1980 - 1995
Job Craig Zaehring, CPA
Industry Accounting
Experience
Self-employed 1978 - Present
Roxbury Community College January 1976 - September 2011
Baring Asset Management November 1980 - 1995
Education
Bentley University 1994 — 1999
Master of Science in Taxation, Taxation
Harvard University 1963 — 1974
Th.M & B.D., Theology & Ethics
Self-employed 1978 - Present
Roxbury Community College January 1976 - September 2011
Baring Asset Management November 1980 - 1995
Education
Bentley University 1994 — 1999
Master of Science in Taxation, Taxation
Harvard University 1963 — 1974
Th.M & B.D., Theology & Ethics
Daphne Tsung-Ling Chang's Baring Asset Management Experience August 2012 - October 2014
Job Product Manager
Industry Investment Management
Experience
Baring Asset Management August 2012 - October 2014
Chinatrust Commercial Bank September 2010 - September 2012
ANZ January 2008 - August 2010
Skills
Financial Analysis, Fixed Income, Banking, Strategic Planning, Microsoft Excel, Asset Management, SAS Programming, SQL, Data Analysis, Business Analysis, SPSS, Access, Mutual Funds, Marketing Event Planning, Data Mining
Education
University of California, Riverside 2003 — 2005
Master of Business Administration (M.B.A.), Finance, 3.8/4.0
National Taipei University 1998 — 2002
Bachelor's Degree, Statistics
Baring Asset Management August 2012 - October 2014
Chinatrust Commercial Bank September 2010 - September 2012
ANZ January 2008 - August 2010
Skills
Financial Analysis, Fixed Income, Banking, Strategic Planning, Microsoft Excel, Asset Management, SAS Programming, SQL, Data Analysis, Business Analysis, SPSS, Access, Mutual Funds, Marketing Event Planning, Data Mining
Education
University of California, Riverside 2003 — 2005
Master of Business Administration (M.B.A.), Finance, 3.8/4.0
National Taipei University 1998 — 2002
Bachelor's Degree, Statistics
Sam Rahman's Baring Asset Management Experience September 1993 - March 2008
Job Portfolio Manager at Fidelity Investments Crosby Advisors
Industry Financial Services
Experience
Fidelity Investments - Crosby Advisors April 2008 - Present
Baring Asset Management September 1993 - March 2008
Skills
MBA, CFA, Global Equity Portfolio...
Education
Radley College 1983 — 1998
University College London, U. of London 1988 — 1991
Bachelor of Engineering (B.Eng.), Chemical Engineering
Fidelity Investments - Crosby Advisors April 2008 - Present
Baring Asset Management September 1993 - March 2008
Skills
MBA, CFA, Global Equity Portfolio...
Education
Radley College 1983 — 1998
University College London, U. of London 1988 — 1991
Bachelor of Engineering (B.Eng.), Chemical Engineering
Jeffrey Gladchun's Baring Asset Management Experience May 2004 - December 2004
Job Director of Digital Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments June 2007 - December 2011
ICOA Inc. June 2005 - November 2006
Baring Asset Management May 2004 - December 2004
Massachusetts Secretary of State January 2004 - June 2004
Skills
Agile Web Development, Scrum, Design Thinking, Electronic Trading, Corporate Law, Securities Regulation, Broker-Dealer Compliance
Education
Suffolk University Law School 2002 — 2005
Juris Doctor, Financial Services
Lund University 2004 — 2004
Comparative Corporate Law
University of Rhode Island
Bachelor of Arts (B.A.), Economics
Fidelity Investments January 2011 - Present
Fidelity Investments June 2007 - December 2011
ICOA Inc. June 2005 - November 2006
Baring Asset Management May 2004 - December 2004
Massachusetts Secretary of State January 2004 - June 2004
Skills
Agile Web Development, Scrum, Design Thinking, Electronic Trading, Corporate Law, Securities Regulation, Broker-Dealer Compliance
Education
Suffolk University Law School 2002 — 2005
Juris Doctor, Financial Services
Lund University 2004 — 2004
Comparative Corporate Law
University of Rhode Island
Bachelor of Arts (B.A.), Economics
Desert Schools Federal Credit Union
Babson Capital Management
A.M. Best Company
David Lerner Associates, inc.
Citadel Federal Credit Union
American National Bank of Texas
Workers' Credit Union
Firstmark Credit Union