Battery Global Advisors
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Battery Global Advisors Employees
UBS Investment Bank February 2015 - Present
Bentley Investment Group September 2012 - December 2014
UBS Investment Bank June 2014 - August 2014
Battery Global Advisors February 2014 - May 2014
Hughey Center for Financial Services May 2013 - November 2013
Preston Todd Advisors May 2013 - July 2013
Finance & Credit Bank June 2012 - August 2012
Skills
Bloomberg, Financial Analysis, Valuation, Equities, Market Research, Capital IQ, Alternative Energy, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General, Sophomore
Pechersk School International
Eastern Point Capital Management September 2013 - Present
Battery Global Advisors July 2012 - August 2013
Cambridge Associates October 2007 - July 2010
Cambridge Associates July 2006 - October 2007
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Investment Management, Endowment Funds, Family Office, Investment Advisory, Financial Advisory, Investments, Investment Strategies, Asset Managment, Asset Allocation, Capital Markets, Emerging Markets, Asset Management, Mutual Funds, Equity Research
Education
MIT Sloan School of Management 2010 — 2012
Master of Business Administration (MBA)
Trinity College-Hartford 2002 — 2006
Bachelor of Arts (B.A.), Economics
Battery Global Advisors April 2011 - Present
Battery Global Advisors, LLC June 2007 - March 2011
Education
Boston College Law School 1992 — 1995
Battery Global Advisors May 2011 - Present
Harvard Management Company June 2008 - April 2011
Susquehanna International Group July 2005 - October 2007
CIBC June 2004 - August 2004
Education
Massachusetts Institute of Technology 2002 — 2005
S.B., Physics
Harvard University 2010 — 2011
Finance
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 July 2011 - Present
Battery Ventures March 2010 - July 2011
Healthworks Fitness Centers for Women 2009 - 2010
Education
Elon University 2005 — 2009
Bachelor’s Degree
Montpelier Re Holdings Ltd. March 2015 - Present
Montpelier Reinsurance Holdings Ltd December 2013 - February 2015
Battery Global Advisors September 2008 - November 2013
RBC Capital Markets May 2007 - September 2008
Skills
Hedge Funds, Alternative Investments, ETFs, Investment Management, Fixed Income Portfolio..., Asset Allocation, MBS, Fixed Income Analysis, Real Estate Private..., Municipal Bonds, Structured Finance, Income Protection, Absolute Return, Managed Futures
Education
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (BA), Finance, General
Northfield Mt. Hermon 2000 — 2002
Battery Global Advisors September 2012 - Present
IWP Wealth September 2009 - August 2012
FMR - Fidelity Investments January 2006 - January 2009
TUDOR INVESTMENT CORPORATION May 2000 - November 2005
Morgan Stanley November 1996 - July 1998
JP Morgan June 1995 - November 1996
Camp Agawam June 1990 - August 1992
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Equity Research, Alternative Investments, Financial Modeling, Capital Markets, Trading, Valuation, Bloomberg, Equities, Fixed Income, High Yield, Investment Banking, Venture Capital, Private Equity, Emerging Markets
Education
Harvard Business School 1999 — 2000
MBA, Business
Middlebury College 1991 — 1995
Bachelor of Arts, Economics
Weston Public Schools 1977 — 1991
National Outdoor Leadership School 1989 — 1989
Moab Partners June 2014 - Present
Fir Tree Partners April 2011 - May 2014
Battery Global Advisors July 2008 - April 2011
Skills
Bloomberg, Hedge Funds, Financial Modeling, Valuation, Equities, Alternative Investments, Fixed Income, Private Equity, Capital Markets, Investments, Equity Research, Investment Banking, Asset Management, Portfolio Management, Trading, Derivatives, Bloomberg Terminal
Education
Vanderbilt University 2004 — 2008
BA with Honors, Economics
Choate Rosemary Hall 2000 — 2004
High School, Economics
Battery Global Advisors July 2014 - Present
Ballentine Partners, LLC November 2011 - June 2014
Blouin and Company January 2010 - November 2011
Brandeis University August 2006 - May 2010
Education
Brandeis University 2006 — 2010
B.A, History, Economics, Business
University of St. Andrews 2009 — 2009
Visiting Non-Degree, Management/Finance