Batterymarch Financial Management
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1969 Parent organization: Legg Mason
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Batterymarch Financial Management Employees
Employee
Years
Job
Industry
Greg Kelley Greg Kelley's Batterymarch Financial Management Experience June 1995 - August 1998
Job Regional Underwriting Manager at Coverys
Industry Insurance
Experience
Coverys June 2014 - Present
Coverys July 2013 - June 2014
Coverys March 2008 - July 2013
Coverys March 2007 - February 2008
Coverys March 2006 - February 2007
Coverys June 2005 - February 2006
Harvard Book Store September 2000 - June 2005
New Boston Select Staffing February 1999 - September 2000
Batterymarch Financial Management June 1995 - August 1998
Skills
Insurance, Underwriting, Liability, Professional Liability, General Insurance, Property & Casualty..., Casualty Insurance, Brokers, Reinsurance, Claim, Commercial Insurance, Legal Liability, Risk Management, Umbrella Insurance, Workers Compensation, Claims Management, Employment Practices..., D&O, Excess
Education
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Music Performance, General
Coverys June 2014 - Present
Coverys July 2013 - June 2014
Coverys March 2008 - July 2013
Coverys March 2007 - February 2008
Coverys March 2006 - February 2007
Coverys June 2005 - February 2006
Harvard Book Store September 2000 - June 2005
New Boston Select Staffing February 1999 - September 2000
Batterymarch Financial Management June 1995 - August 1998
Skills
Insurance, Underwriting, Liability, Professional Liability, General Insurance, Property & Casualty..., Casualty Insurance, Brokers, Reinsurance, Claim, Commercial Insurance, Legal Liability, Risk Management, Umbrella Insurance, Workers Compensation, Claims Management, Employment Practices..., D&O, Excess
Education
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Music Performance, General
Joseph Riley Joseph Riley's Batterymarch Financial Management Experience January 2005 - June 2005
Job Data Analyst at Pandora
Industry Entertainment
Experience
Pandora January 2014 - Present
HERE, a Nokia business October 2013 - December 2013
Northwestern University September 2012 - December 2013
Electronic Arts June 2013 - September 2013
Business Intelligence Advisors April 2011 - August 2012
Business Intelligence Advisors February 2008 - March 2011
Joseph J. Blake and Associates, Inc. June 2007 - November 2007
Scottish Re January 2006 - August 2006
Batterymarch Financial Management January 2005 - June 2005
Merrill Lynch January 2004 - June 2004
Skills
SPSS, R, SQL, Microsoft SQL Server, Python, Tableau, PostGIS, D3, Machine Learning
Education
Northwestern University 2012 — 2013
Candidate for Masters of Science, Analytics
Northeastern University 2002 — 2007
BSBA, Finance, Accounting
Pandora January 2014 - Present
HERE, a Nokia business October 2013 - December 2013
Northwestern University September 2012 - December 2013
Electronic Arts June 2013 - September 2013
Business Intelligence Advisors April 2011 - August 2012
Business Intelligence Advisors February 2008 - March 2011
Joseph J. Blake and Associates, Inc. June 2007 - November 2007
Scottish Re January 2006 - August 2006
Batterymarch Financial Management January 2005 - June 2005
Merrill Lynch January 2004 - June 2004
Skills
SPSS, R, SQL, Microsoft SQL Server, Python, Tableau, PostGIS, D3, Machine Learning
Education
Northwestern University 2012 — 2013
Candidate for Masters of Science, Analytics
Northeastern University 2002 — 2007
BSBA, Finance, Accounting
Emin Rasulov Emin Rasulov's Batterymarch Financial Management Experience March 2002 - January 2009
Job Global Investor SelfEmployed
Industry Investment Management
Experience
Investment Management September 2011 - Present
Lombard Odier Investment Managers February 2009 - September 2011
Batterymarch Financial Management March 2002 - January 2009
Microsoft January 2000 - June 2000
Eaton Vance January 1999 - June 1999
Skills
Emerging Markets, EMEA, LATAM, Frontier Markets, Investment Management, Investment Analysis, Financial Analysis, Financial Modeling, Fundamental Analysis, Process-based Investment, Quantitative Investing, Technical Analysis, Asia, Risk Management, Client Communication, Hedging, Options, Long/Short Equity, Russian
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance, Political Science
Investment Management September 2011 - Present
Lombard Odier Investment Managers February 2009 - September 2011
Batterymarch Financial Management March 2002 - January 2009
Microsoft January 2000 - June 2000
Eaton Vance January 1999 - June 1999
Skills
Emerging Markets, EMEA, LATAM, Frontier Markets, Investment Management, Investment Analysis, Financial Analysis, Financial Modeling, Fundamental Analysis, Process-based Investment, Quantitative Investing, Technical Analysis, Asia, Risk Management, Client Communication, Hedging, Options, Long/Short Equity, Russian
Education
Northeastern University 1996 — 2001
Bachelor's Degree, Finance, Political Science
Christine Lyons Christine Lyons's Batterymarch Financial Management Experience January 2008 - June 2008
Job Investment Operations Team Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - December 2014
Fidelity Investments July 2010 - February 2012
Wellington Management January 2009 - June 2009
Batterymarch Financial Management January 2008 - June 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2007
Skills
Investments, Mutual Funds, Analysis, Accounting, Portfolio Management, Equities, Bloomberg, Account Reconciliation, Insurance, Securities, Leadership, Financial Analysis, Fixed Income, Process Improvement, Business Process Mapping, FEM analysis, Mentoring, Presentation Skills, Critical Thinking, Bank Relationship...
Education
Northeastern University 2005 — 2010
BSBA, Finance
Concord Carlisle High School 2001 — 2005
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - December 2014
Fidelity Investments July 2010 - February 2012
Wellington Management January 2009 - June 2009
Batterymarch Financial Management January 2008 - June 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2007
Skills
Investments, Mutual Funds, Analysis, Accounting, Portfolio Management, Equities, Bloomberg, Account Reconciliation, Insurance, Securities, Leadership, Financial Analysis, Fixed Income, Process Improvement, Business Process Mapping, FEM analysis, Mentoring, Presentation Skills, Critical Thinking, Bank Relationship...
Education
Northeastern University 2005 — 2010
BSBA, Finance
Concord Carlisle High School 2001 — 2005
Nancy M. Ennis Nancy M. Ennis's Batterymarch Financial Management Experience January 2003 - December 2014
Job Customer Engineer at Vestmark
Industry Investment Management
Experience
Vestmark January 2015 - Present
Batterymarch Financial Management January 2003 - December 2014
Batterymarch Financial Management January 1988 - December 2002
Batterymarch Financial Management January 1982 - December 1987
Skills
Portfolio Accounting, Portfolio Performance..., Financial Services, Securities, Equities, Mutual Funds, SWIFT messages, Account Reconciliation, Corporate Actions, Business Analysis, Intranet, Sybase, SQL, Microsoft SQL Server, SDLC, Change Management, Project Management, Windows, Unix, Autosys, CRM, Tcl, csh, Microsoft Excel, PGP, Requirements Gathering, Requirements Analysis, Data Analysis, Microsoft Office, Bloomberg, Valuation, Investments, Process Improvement, Testing, User Acceptance Testing, Test Planning, Databases, Documentation, Integration
Education
Northeastern University
Bachelor of Science (B.S.), Management
Vestmark January 2015 - Present
Batterymarch Financial Management January 2003 - December 2014
Batterymarch Financial Management January 1988 - December 2002
Batterymarch Financial Management January 1982 - December 1987
Skills
Portfolio Accounting, Portfolio Performance..., Financial Services, Securities, Equities, Mutual Funds, SWIFT messages, Account Reconciliation, Corporate Actions, Business Analysis, Intranet, Sybase, SQL, Microsoft SQL Server, SDLC, Change Management, Project Management, Windows, Unix, Autosys, CRM, Tcl, csh, Microsoft Excel, PGP, Requirements Gathering, Requirements Analysis, Data Analysis, Microsoft Office, Bloomberg, Valuation, Investments, Process Improvement, Testing, User Acceptance Testing, Test Planning, Databases, Documentation, Integration
Education
Northeastern University
Bachelor of Science (B.S.), Management
Douglas Cannon, Ph.D., CFA Douglas Cannon, Ph.D., CFA's Batterymarch Financial Management Experience August 2010 - June 2014
Job Associate Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price July 2014 - Present
Batterymarch Financial Management August 2010 - June 2014
Amphenol TCS January 2004 - August 2010
Microcool Technology, LLC 2003 - 2004
Skills
Financial Modeling, Investments, Product Development, Product Management, Matlab, Investment Management, P&L Management, Start-ups, Business Strategy, Analysis, Competitive Analysis, Leadership, Entrepreneurship, R&D, Project Management, Equities, Finance, Valuation
Education
Massachusetts Institute of Technology 1999 — 2004
Doctor of Philosophy, Materials Science and Engineering
Washington University in St. Louis 1997 — 1999
MBA, Business
Washington University in St. Louis 1995 — 1999
B.S., Physics
T. Rowe Price July 2014 - Present
Batterymarch Financial Management August 2010 - June 2014
Amphenol TCS January 2004 - August 2010
Microcool Technology, LLC 2003 - 2004
Skills
Financial Modeling, Investments, Product Development, Product Management, Matlab, Investment Management, P&L Management, Start-ups, Business Strategy, Analysis, Competitive Analysis, Leadership, Entrepreneurship, R&D, Project Management, Equities, Finance, Valuation
Education
Massachusetts Institute of Technology 1999 — 2004
Doctor of Philosophy, Materials Science and Engineering
Washington University in St. Louis 1997 — 1999
MBA, Business
Washington University in St. Louis 1995 — 1999
B.S., Physics
Jeff Braemer Jeff Braemer's Batterymarch Financial Management Experience 1987 - 1999
Job Senior Vice President, Product Manager at TimesSquare Capital Management
Industry Investment Management
Experience
TimesSquare Capital Management April 2008 - Present
Jacobs Levy Equity Management December 1999 - March 2008
Batterymarch Financial Management 1987 - 1999
Skills
Equities, Investments, Performance Attribution, Investment Strategies, Series 7, Portfolio Optimization, Quantitative Analysis, Client Service, Series 63, Product Management, Alternative Investments, Quantitative Analytics, Asset Management, Financial Services, Client Service Oriented, Equity Research, Client Services, Investment Management
Education
Boston University 2005 — 2007
MS, Business and Financial Services
Washington University in St. Louis 1984 — 1988
BA, Political Science
TimesSquare Capital Management April 2008 - Present
Jacobs Levy Equity Management December 1999 - March 2008
Batterymarch Financial Management 1987 - 1999
Skills
Equities, Investments, Performance Attribution, Investment Strategies, Series 7, Portfolio Optimization, Quantitative Analysis, Client Service, Series 63, Product Management, Alternative Investments, Quantitative Analytics, Asset Management, Financial Services, Client Service Oriented, Equity Research, Client Services, Investment Management
Education
Boston University 2005 — 2007
MS, Business and Financial Services
Washington University in St. Louis 1984 — 1988
BA, Political Science
Nathaniel Van Camp's Batterymarch Financial Management Experience June 2000 - December 2000
Job Managing Member at Park Investment Management LLC
Industry Investment Management
Experience
Park Investment Management LLC April 2002 - Present
Self-employed 2001 - Present
Subway April 2002 - June 2010
Polaris Capital Management February 2001 - June 2001
Batterymarch Financial Management June 2000 - December 2000
Education
Northeastern University 1996 — 2001
BS in Business Administration & BS in Arts & Sciences, Finance & Insurance and Economics, 3.3
Park Investment Management LLC April 2002 - Present
Self-employed 2001 - Present
Subway April 2002 - June 2010
Polaris Capital Management February 2001 - June 2001
Batterymarch Financial Management June 2000 - December 2000
Education
Northeastern University 1996 — 2001
BS in Business Administration & BS in Arts & Sciences, Finance & Insurance and Economics, 3.3
Liz Su Liz Su's Batterymarch Financial Management Experience June 2007 - July 2014
Job Global Equity Analyst/Emerging Markets at Boston Common Asset Management
Industry Investment Management
Experience
Boston Common Asset Management August 2014 - Present
Batterymarch Financial Management June 2007 - July 2014
Standish Mellon Asset Management 2006 - 2007
Deutsche Asset Management June 2005 - August 2005
Analysis Group, Inc. March 2000 - July 2004
Skills
Emerging Markets, Asia Equities, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Management, Market Analysis, Equity Research, Technical Analysis, Asset Managment, Bloomberg, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Tufts University 1998 — 2000
M.A., Economics
Wuhan University
B.A., International Finance
Boston Common Asset Management August 2014 - Present
Batterymarch Financial Management June 2007 - July 2014
Standish Mellon Asset Management 2006 - 2007
Deutsche Asset Management June 2005 - August 2005
Analysis Group, Inc. March 2000 - July 2004
Skills
Emerging Markets, Asia Equities, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Management, Market Analysis, Equity Research, Technical Analysis, Asset Managment, Bloomberg, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Tufts University 1998 — 2000
M.A., Economics
Wuhan University
B.A., International Finance
Kathleen Deely Kathleen Deely's Batterymarch Financial Management Experience 1994 - 2000
Job Associate at Polaris Capital Management, LLC
Industry Financial Services
Experience
Polaris Capital Management, LLC May 2013 - Present
Our Daily Bread, Friends Sharing and Caring, Food Pantry 2006 - Present
Morgan Stanley Smith Barney October 2006 - June 2011
Wellington Management 2000 - 2006
Batterymarch Financial Management 1994 - 2000
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Vendor Management, Employee Relations, Human Resources, Event Planning, PeopleSoft, Interviews, Internet Explorer, Office Equipment, Databases, Office Management, Management
Education
Emmanuel College 1996 — 1999
Bachelor of Science (B.S.), Business Administration
Northeastern University
Paralegal Professional Program
Polaris Capital Management, LLC May 2013 - Present
Our Daily Bread, Friends Sharing and Caring, Food Pantry 2006 - Present
Morgan Stanley Smith Barney October 2006 - June 2011
Wellington Management 2000 - 2006
Batterymarch Financial Management 1994 - 2000
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Vendor Management, Employee Relations, Human Resources, Event Planning, PeopleSoft, Interviews, Internet Explorer, Office Equipment, Databases, Office Management, Management
Education
Emmanuel College 1996 — 1999
Bachelor of Science (B.S.), Business Administration
Northeastern University
Paralegal Professional Program
Jennifer A. Downing Jennifer A. Downing's Batterymarch Financial Management Experience June 2006 - January 2011
Job Inventory Controller and Sales Management at Top Notch Closeouts
Industry Consumer Goods
Experience
Top Notch Closeouts March 2013 - Present
Off The Grid Excursions January 2012 - October 2012
SnoworSand.com February 2011 - January 2012
Batterymarch Financial Management June 2006 - January 2011
Bain & Company 2001 - 2003
Skills
Financial Analysis, Accounting, Entrepreneurship, Financial Modeling, Investments, Microsoft Excel, Bloomberg, Equities, Securities, Microsoft Office, Strategic Planning, Event Planning, Asset Management, Asset Managment, Social Media, Financial Services, Research, Inventory Management, Sales Management, Sales, Customer Relations, Customer Service
Education
Northeastern University 2001 — 2006
Bachelors of Science
Northeastern University 2001 — 2006
Bachelor of Science (B.S.)
Top Notch Closeouts March 2013 - Present
Off The Grid Excursions January 2012 - October 2012
SnoworSand.com February 2011 - January 2012
Batterymarch Financial Management June 2006 - January 2011
Bain & Company 2001 - 2003
Skills
Financial Analysis, Accounting, Entrepreneurship, Financial Modeling, Investments, Microsoft Excel, Bloomberg, Equities, Securities, Microsoft Office, Strategic Planning, Event Planning, Asset Management, Asset Managment, Social Media, Financial Services, Research, Inventory Management, Sales Management, Sales, Customer Relations, Customer Service
Education
Northeastern University 2001 — 2006
Bachelors of Science
Northeastern University 2001 — 2006
Bachelor of Science (B.S.)
Chris Cagliuso's Batterymarch Financial Management Experience February 2011 - May 2012
Job Development Officer
Industry Hospital & Health Care
Experience
McLean Hospital July 2015 - Present
NYU Stern School of Business September 2013 - Present
New York University August 2014 - May 2015
New York University June 2012 - August 2014
Batterymarch Financial Management February 2011 - May 2012
State Street June 2005 - December 2010
Skills
Bloomberg, Excel, Process Improvement, Writing, Microsoft Excel, Mutual Funds, Accounting, Economics, Fund Accounting, Portfolio Management, Finance, Leadership, Banking, Financial Services, Strategy, Financial Modeling, Management, Equities
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Hamilton College 2001 — 2005
Bachelor of Arts degree, Economics
Phillips Exeter Academy 2000 — 2001
Methuen High School
McLean Hospital July 2015 - Present
NYU Stern School of Business September 2013 - Present
New York University August 2014 - May 2015
New York University June 2012 - August 2014
Batterymarch Financial Management February 2011 - May 2012
State Street June 2005 - December 2010
Skills
Bloomberg, Excel, Process Improvement, Writing, Microsoft Excel, Mutual Funds, Accounting, Economics, Fund Accounting, Portfolio Management, Finance, Leadership, Banking, Financial Services, Strategy, Financial Modeling, Management, Equities
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Hamilton College 2001 — 2005
Bachelor of Arts degree, Economics
Phillips Exeter Academy 2000 — 2001
Methuen High School
Joe Lombardi Joe Lombardi's Batterymarch Financial Management Experience 2007 - 2014
Job Technical Support Engineer at Vestmark
Industry Financial Services
Experience
Batterymarch Financial Management 2007 - 2014
Batterymarch Financial Management 2006 - 2007
Investors Bank & Trust Co. 2001 - 2006
Skills
Financial Services, Portfolio Management, Bloomberg, Equities
Education
Hartwick College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Batterymarch Financial Management 2007 - 2014
Batterymarch Financial Management 2006 - 2007
Investors Bank & Trust Co. 2001 - 2006
Skills
Financial Services, Portfolio Management, Bloomberg, Equities
Education
Hartwick College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
martin bello's Batterymarch Financial Management Experience February 1998 - February 1999
Job Engaged in Self Directed Research
Industry Research
Experience
FirstFuel Software March 2013 - March 2014
Spire May 2012 - November 2012
iRobot December 2010 - October 2011
ARCON Corporation January 2010 - November 2010
Parietal Systems August 2008 - November 2009
Lockheed Martin, Inc October 2004 - August 2008
Alphatech, Inc October 1999 - October 2004
Knowledge Stream Partners March 1999 - August 1999
Batterymarch Financial Management February 1998 - February 1999
Draper Laboratory June 1989 - January 1998
Skills
Algorithms, Signal Processing, Machine Learning, Image Processing, Pattern Recognition, Matlab, Software Development, C++, R&D, C, Artificial Intelligence, Simulations, Optimization, Systems Engineering, Data Fusion, Machine Vision, Robotics, sensors
Education
MIT 1977 — 1981
PHD, EE, Spatial Data Assimilation Estimation Problems, 4.9/5.0
MIT 1975 — 1977
MS EE, Routing in Computer Communication Networks, 4.9/5.0
Cornell University 1971 — 1975
Cornell University, EE, 4.06/4.3
FirstFuel Software March 2013 - March 2014
Spire May 2012 - November 2012
iRobot December 2010 - October 2011
ARCON Corporation January 2010 - November 2010
Parietal Systems August 2008 - November 2009
Lockheed Martin, Inc October 2004 - August 2008
Alphatech, Inc October 1999 - October 2004
Knowledge Stream Partners March 1999 - August 1999
Batterymarch Financial Management February 1998 - February 1999
Draper Laboratory June 1989 - January 1998
Skills
Algorithms, Signal Processing, Machine Learning, Image Processing, Pattern Recognition, Matlab, Software Development, C++, R&D, C, Artificial Intelligence, Simulations, Optimization, Systems Engineering, Data Fusion, Machine Vision, Robotics, sensors
Education
MIT 1977 — 1981
PHD, EE, Spatial Data Assimilation Estimation Problems, 4.9/5.0
MIT 1975 — 1977
MS EE, Routing in Computer Communication Networks, 4.9/5.0
Cornell University 1971 — 1975
Cornell University, EE, 4.06/4.3
Lisa Bozoyan Sebesta Lisa Bozoyan Sebesta's Batterymarch Financial Management Experience October 2000 - October 2006
Job Founder and Managing Partner, Fresh Source Capital
Industry Investment Management
Experience
Fresh Source Capital May 2013 - Present
Slow Money Boston December 2012 - Present
Sage Impact Investment Research and Consulting July 2012 - Present
Fair Food Fund December 2012 - April 2014
Boston Advisors November 2006 - June 2012
Batterymarch Financial Management October 2000 - October 2006
Boston Advisors, Inc. December 1997 - October 2000
Skills
Portfolio Management, Quantitative Investing, Quantitative Research, Client Relations Skills, Equities, Hedge Funds, Alternative Investments, Financial Services, Investments, Trading, Investment Management, Finance, Options, Mutual Funds, Asset Allocation, Bloomberg, Asset Management, Due Diligence, Financial Modeling
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MA, International Relations and Business
College of the Holy Cross 1988 — 1992
1992, Economics
Fresh Source Capital May 2013 - Present
Slow Money Boston December 2012 - Present
Sage Impact Investment Research and Consulting July 2012 - Present
Fair Food Fund December 2012 - April 2014
Boston Advisors November 2006 - June 2012
Batterymarch Financial Management October 2000 - October 2006
Boston Advisors, Inc. December 1997 - October 2000
Skills
Portfolio Management, Quantitative Investing, Quantitative Research, Client Relations Skills, Equities, Hedge Funds, Alternative Investments, Financial Services, Investments, Trading, Investment Management, Finance, Options, Mutual Funds, Asset Allocation, Bloomberg, Asset Management, Due Diligence, Financial Modeling
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MA, International Relations and Business
College of the Holy Cross 1988 — 1992
1992, Economics
Ken DSouza Ken DSouza's Batterymarch Financial Management Experience July 2009 - Present
Job Equity Analyst on Emerging Markets team at Batterymarch Financial Management
Industry Investment Management
Experience
Batterymarch Financial Management July 2009 - Present
Batterymarch Financial Management June 2008 - August 2008
Honeywell June 2001 - July 2007
Skills
Emerging Markets, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Asset Managment, Due Diligence, Business Strategy, Investments, Bloomberg, Competitive Analysis, Corporate Finance, Equity Research, Private Equity, Strategy, Business Analysis, Project Management, Mergers & Acquisitions, Venture Capital, Asset Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA with High Honors, Finance and Accounting
Stanford University 2006 — 2007
MS, Management Science and Engineering
Georgia Institute of Technology 1997 — 2001
BS, Chemical Engineering
Batterymarch Financial Management July 2009 - Present
Batterymarch Financial Management June 2008 - August 2008
Honeywell June 2001 - July 2007
Skills
Emerging Markets, Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Equities, Asset Managment, Due Diligence, Business Strategy, Investments, Bloomberg, Competitive Analysis, Corporate Finance, Equity Research, Private Equity, Strategy, Business Analysis, Project Management, Mergers & Acquisitions, Venture Capital, Asset Management
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA with High Honors, Finance and Accounting
Stanford University 2006 — 2007
MS, Management Science and Engineering
Georgia Institute of Technology 1997 — 2001
BS, Chemical Engineering
Brooke Yu Brooke Yu's Batterymarch Financial Management Experience January 2007 - July 2014
Job Account Manager at Cloud Construct, LLC
Industry Investment Management
Experience
Cloud Construct, LLC March 2015 - Present
Batterymarch Financial Management January 2007 - July 2014
Batterymarch Financial Management January 2004 - December 2006
Northeastern University January 2000 - December 2003
Batterymarch Financial Management January 2003 - June 2003
Liberty Funds Services January 2001 - June 2002
Eastern Bank December 1998 - January 2001
Skills
Investments, Equities, Securities, Accounting, Financial Services, Financial Risk, Account Reconciliation, Settlement, Back Office, Bloomberg, ALERT, Microsoft Excel, Audit Reports, SSAE 16, SWIFT Messaging, Custodians
Education
Northeastern University 1999 — 2004
Bachelor of Science, Finance and Insurance
Cloud Construct, LLC March 2015 - Present
Batterymarch Financial Management January 2007 - July 2014
Batterymarch Financial Management January 2004 - December 2006
Northeastern University January 2000 - December 2003
Batterymarch Financial Management January 2003 - June 2003
Liberty Funds Services January 2001 - June 2002
Eastern Bank December 1998 - January 2001
Skills
Investments, Equities, Securities, Accounting, Financial Services, Financial Risk, Account Reconciliation, Settlement, Back Office, Bloomberg, ALERT, Microsoft Excel, Audit Reports, SSAE 16, SWIFT Messaging, Custodians
Education
Northeastern University 1999 — 2004
Bachelor of Science, Finance and Insurance
Son Tran, PMP Son Tran, PMP's Batterymarch Financial Management Experience January 2006 - June 2006
Job Project Manager at Molina Healthcare
Industry Hospital & Health Care
Experience
Molina Healthcare August 2011 - Present
Raytheon October 2009 - August 2011
Raytheon March 2009 - October 2009
Raytheon August 2008 - February 2009
NSTAR January 2007 - June 2007
Batterymarch Financial Management January 2006 - June 2006
Boston Properties January 2005 - June 2005
Skills
PMP, Process Improvement, Project Management, Program Management, Management, Leadership, Business Process, Software Documentation, Change Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree, Business Administration; Management Information Systems and Management
Molina Healthcare August 2011 - Present
Raytheon October 2009 - August 2011
Raytheon March 2009 - October 2009
Raytheon August 2008 - February 2009
NSTAR January 2007 - June 2007
Batterymarch Financial Management January 2006 - June 2006
Boston Properties January 2005 - June 2005
Skills
PMP, Process Improvement, Project Management, Program Management, Management, Leadership, Business Process, Software Documentation, Change Management, Analysis
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree, Business Administration; Management Information Systems and Management
Greg Monegro, CFA Greg Monegro, CFA's Batterymarch Financial Management Experience July 2013 - May 2014
Job Quantitative Research Analyst
Industry Investment Management
Experience
QS Investors, LLC May 2014 - Present
Batterymarch Financial Management July 2013 - May 2014
Thomson Reuters May 2006 - June 2013
UMD Financial Markets Program January 2005 - May 2006
Skills
Quantitative Analytics, Finance, Derivatives, Securities, Analysis, Portfolio Optimization, Performance Attribution, Financial Modeling, Relational Databases, Product Management, Strategy, Investments, Java, Business Development, Equities, Portfolio Management, Investment Management, Asset Management, Hedge Funds, Bloomberg
Education
University of Minnesota Duluth 2002 — 2006
BBA, Finance
QS Investors, LLC May 2014 - Present
Batterymarch Financial Management July 2013 - May 2014
Thomson Reuters May 2006 - June 2013
UMD Financial Markets Program January 2005 - May 2006
Skills
Quantitative Analytics, Finance, Derivatives, Securities, Analysis, Portfolio Optimization, Performance Attribution, Financial Modeling, Relational Databases, Product Management, Strategy, Investments, Java, Business Development, Equities, Portfolio Management, Investment Management, Asset Management, Hedge Funds, Bloomberg
Education
University of Minnesota Duluth 2002 — 2006
BBA, Finance
Curtis Butler Curtis Butler's Batterymarch Financial Management Experience February 2003 - September 2008
Job Managing Director and Client Portfolio Manager, Emerging Markets at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
Kevin Shea, CFA Kevin Shea, CFA's Batterymarch Financial Management Experience 2007 - 2007
Job CEO at Disciplined Alpha LLC
Industry Investment Management
Experience
Disciplined Alpha LLC April 2013 - Present
MIT Sloan School of Management 2011 - Present
Cadence Capital Management 2008 - March 2013
Batterymarch Financial Management 2007 - 2007
D.A. Capital Managament, LLC 2001 - 2006
Invesco 1999 - 2001
John Hancock Funds 1995 - 1999
Skills
APL, Backtesting, BARRA, BASIC, Bloomberg, CLARIFI, Cluster Analysis, CompuStat Point In Time, Crystal Ball, FactSet, FORTRAN, French, IBES, Investment Management, Macroeconomic Regime..., Marketing, MATLAB, Monte Carlo Simulation, Neural Networks, News Analytics, Northfield, Research, Risk Management, Russell, SAS, VBA, Matlab, Investments, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Valuation, Quantitative Finance, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Finance
Education
EDHEC Business School 2012 — 2015
PhD, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
M.B.A., Finance & International Studies
Harvard University 1987 — 1991
A.L.M., Biology
University of Notre Dame 1983 — 1987
B.A., Program of Liberal Studies also known as Great Books Program
Fairfield College Preparatory School 1979 — 1983
Disciplined Alpha LLC April 2013 - Present
MIT Sloan School of Management 2011 - Present
Cadence Capital Management 2008 - March 2013
Batterymarch Financial Management 2007 - 2007
D.A. Capital Managament, LLC 2001 - 2006
Invesco 1999 - 2001
John Hancock Funds 1995 - 1999
Skills
APL, Backtesting, BARRA, BASIC, Bloomberg, CLARIFI, Cluster Analysis, CompuStat Point In Time, Crystal Ball, FactSet, FORTRAN, French, IBES, Investment Management, Macroeconomic Regime..., Marketing, MATLAB, Monte Carlo Simulation, Neural Networks, News Analytics, Northfield, Research, Risk Management, Russell, SAS, VBA, Matlab, Investments, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Valuation, Quantitative Finance, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Finance
Education
EDHEC Business School 2012 — 2015
PhD, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1995
M.B.A., Finance & International Studies
Harvard University 1987 — 1991
A.L.M., Biology
University of Notre Dame 1983 — 1987
B.A., Program of Liberal Studies also known as Great Books Program
Fairfield College Preparatory School 1979 — 1983
Brian Chiappinelli Brian Chiappinelli's Batterymarch Financial Management Experience January 2006 - June 2011
Job Senior Vice President, Head of Business Development at Boston Common Asset Management
Industry Investment Management
Experience
Boston Common Asset Management March 2015 - Present
Deutsche Bank October 2013 - February 2015
HarbourVest Partners June 2011 - September 2013
Batterymarch Financial Management January 2006 - June 2011
GE Asset Management 2003 - 2006
GE Asset Management June 1999 - 2003
Institutional Investor 1997 - 1999
Japan Exchange and Teaching Program(me) (JET) 1992 - 1994
Skills
Equities, Investment Management, Product Development, Asset Managment, Investments, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Valuation, Portfolio Management, Due Diligence, Private Equity, Emerging Markets, Series 7, Asset Management, Japanese business..., Japanese culture, Strategy, Wealth Management, Hedge Funds, Asset Allocation, Finance
Education
Boston University - School of Management 2004 — 2005
MS Investment Management
Hamilton College 1988 — 1992
BA
John Jay High School 1986 — 1988
Boston Common Asset Management March 2015 - Present
Deutsche Bank October 2013 - February 2015
HarbourVest Partners June 2011 - September 2013
Batterymarch Financial Management January 2006 - June 2011
GE Asset Management 2003 - 2006
GE Asset Management June 1999 - 2003
Institutional Investor 1997 - 1999
Japan Exchange and Teaching Program(me) (JET) 1992 - 1994
Skills
Equities, Investment Management, Product Development, Asset Managment, Investments, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Valuation, Portfolio Management, Due Diligence, Private Equity, Emerging Markets, Series 7, Asset Management, Japanese business..., Japanese culture, Strategy, Wealth Management, Hedge Funds, Asset Allocation, Finance
Education
Boston University - School of Management 2004 — 2005
MS Investment Management
Hamilton College 1988 — 1992
BA
John Jay High School 1986 — 1988
Gerald O'Shea, Jr. Gerald O'Shea, Jr.'s Batterymarch Financial Management Experience January 2008 - August 2011
Job Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2011 - Present
Batterymarch Financial Management January 2008 - August 2011
U.S. House of Representatives January 2003 - December 2005
United States Senate December 2000 - December 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MBA
James Madison University 1996 — 2000
BA
Fidelity Investments September 2011 - Present
Batterymarch Financial Management January 2008 - August 2011
U.S. House of Representatives January 2003 - December 2005
United States Senate December 2000 - December 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MBA
James Madison University 1996 — 2000
BA
David Lowder David Lowder's Batterymarch Financial Management Experience January 2007 - October 2014
Job Senior Investment Operations Manager
Industry Investment Management
Experience
Northern Trust Corporation October 2014 - Present
Batterymarch Financial Management January 2007 - October 2014
Batterymarch Financial Management February 2006 - December 2006
State Street Bank January 2002 - February 2006
Skills
Investment Operations, Operations Management, Relationship Management, Mutual Funds, Portfolio Management, International..., Fund Administration, Global Custody, Portfolio Accounting, Corporate Actions, Equities, Securities, Bloomberg, Fair Value Pricing, Omgeo Oasys, Back Office, Middle Office, Audit Reporting, SSAE 16, Banking, ETFs, Investments, Asset Management
Education
University of South Carolina - The Moore School of Business 1998 — 2000
International Master of Business Administration (IMBA), Global Finance, Japanese
Brigham Young University 1994 — 1998
Bachelor of Arts (BA), Japanese Language and Literature
Northern Trust Corporation October 2014 - Present
Batterymarch Financial Management January 2007 - October 2014
Batterymarch Financial Management February 2006 - December 2006
State Street Bank January 2002 - February 2006
Skills
Investment Operations, Operations Management, Relationship Management, Mutual Funds, Portfolio Management, International..., Fund Administration, Global Custody, Portfolio Accounting, Corporate Actions, Equities, Securities, Bloomberg, Fair Value Pricing, Omgeo Oasys, Back Office, Middle Office, Audit Reporting, SSAE 16, Banking, ETFs, Investments, Asset Management
Education
University of South Carolina - The Moore School of Business 1998 — 2000
International Master of Business Administration (IMBA), Global Finance, Japanese
Brigham Young University 1994 — 1998
Bachelor of Arts (BA), Japanese Language and Literature
William L. Elcock William L. Elcock's Batterymarch Financial Management Experience 1984 - 2015
Job Seasoned Investment Executive
Industry Investment Management
Experience
Sequoia Strategic Advisors January 2015 - Present
Batterymarch Financial Management 1984 - 2015
Skills
Securities, Asset Managment, Asset Management, Investment Strategies, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Valuation, Emerging Markets, Equities, Asset Allocation, Due Diligence, Private Equity, Portfolio Management, Investments
Education
University of New Hampshire
Bachelor of Arts (B.A.), Political Science
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.)
Noble and Greenough School
Sequoia Strategic Advisors January 2015 - Present
Batterymarch Financial Management 1984 - 2015
Skills
Securities, Asset Managment, Asset Management, Investment Strategies, Alternative Investments, Bloomberg, Hedge Funds, Equity Research, Valuation, Emerging Markets, Equities, Asset Allocation, Due Diligence, Private Equity, Portfolio Management, Investments
Education
University of New Hampshire
Bachelor of Arts (B.A.), Political Science
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.)
Noble and Greenough School
Mack Micera's Batterymarch Financial Management Experience January 2014 - May 2014
Job GE Financial Management Program EID
Industry Financial Services
Experience
Longfellow Investment Management Co. May 2014 - June 2014
Batterymarch Financial Management January 2014 - May 2014
Commonwealth Financial Network January 2013 - June 2013
RBC Dain Rauscher July 2012 - August 2012
Roxiticus Golf Club May 2012 - August 2012
Mesco Medic June 2011 - September 2011
3 West June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5
The London School of Economics and Political Science (LSE) 2014 — 2014
Management and Finance
West Morris Mendham High School 2007 — 2011
3.4, weighted 4.3
Longfellow Investment Management Co. May 2014 - June 2014
Batterymarch Financial Management January 2014 - May 2014
Commonwealth Financial Network January 2013 - June 2013
RBC Dain Rauscher July 2012 - August 2012
Roxiticus Golf Club May 2012 - August 2012
Mesco Medic June 2011 - September 2011
3 West June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5
The London School of Economics and Political Science (LSE) 2014 — 2014
Management and Finance
West Morris Mendham High School 2007 — 2011
3.4, weighted 4.3
Rafael V. Suarez Rafael V. Suarez's Batterymarch Financial Management Experience September 1988 - September 1991
Job Corporate Strategy & Investment Consultant to Executives
Industry Management Consulting
Experience
Peter F. Drucker and Masatoshi Ito Graduate School of Management July 2011 - July 2014
Monitor Group September 1998 - June 2011
Mercury Asset Management September 1995 - September 1998
D.A. Campbell Company September 1993 - September 1995
Batterymarch Financial Management September 1988 - September 1991
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Financial Analysis, Corporate Governance, Board of Directors, Executive Development, Due Diligence, Leadership, Venture Capital, Mergers & Acquisitions, Business Development, Corporate Development, Program Management, Management, Marketing Strategy, Executive Management, Consulting, Strategic Planning
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1984 — 1987
AB
Peter F. Drucker and Masatoshi Ito Graduate School of Management July 2011 - July 2014
Monitor Group September 1998 - June 2011
Mercury Asset Management September 1995 - September 1998
D.A. Campbell Company September 1993 - September 1995
Batterymarch Financial Management September 1988 - September 1991
Skills
Management Consulting, Financial Modeling, Business Strategy, Strategy, Financial Analysis, Corporate Governance, Board of Directors, Executive Development, Due Diligence, Leadership, Venture Capital, Mergers & Acquisitions, Business Development, Corporate Development, Program Management, Management, Marketing Strategy, Executive Management, Consulting, Strategic Planning
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1984 — 1987
AB
Michael McElroy Michael McElroy's Batterymarch Financial Management Experience January 2006 - November 2013
Job Investment Director at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management Company LLP November 2013 - Present
Batterymarch Financial Management January 2006 - November 2013
Citigroup Asset Management June 2000 - December 2005
Independence Investment Associates August 1991 - May 2000
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Investments, Equity Research, Fixed Income, Asset Allocation, Asset Management, Hedge Funds
Education
MIT 1989 — 1991
Master of Science (MS), Transportation Planning
MIT Sloan School of Management 1989 — 1991
Master of Science (MS), Management
MIT 1983 — 1987
Bachelor of Science (BS), Applied Mathematics
Wellington Management Company LLP November 2013 - Present
Batterymarch Financial Management January 2006 - November 2013
Citigroup Asset Management June 2000 - December 2005
Independence Investment Associates August 1991 - May 2000
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Investments, Equity Research, Fixed Income, Asset Allocation, Asset Management, Hedge Funds
Education
MIT 1989 — 1991
Master of Science (MS), Transportation Planning
MIT Sloan School of Management 1989 — 1991
Master of Science (MS), Management
MIT 1983 — 1987
Bachelor of Science (BS), Applied Mathematics
Josh Peteet Josh Peteet's Batterymarch Financial Management Experience June 2012 - August 2012
Job Portfolio Manager at Bradley, Foster & Sargent, Inc.
Industry Financial Services
Experience
Bradley, Foster & Sargent, Inc. September 2015 - Present
State Street May 2013 - September 2015
Yale School of Management 2011 - May 2013
Batterymarch Financial Management June 2012 - August 2012
Greylock McKinnon Associates 2005 - 2011
Skills
Financial Analysis, Financial Modeling
Education
Yale School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Dartmouth College
B.E. and M.S.
Bowdoin College
A.B.
Bradley, Foster & Sargent, Inc. September 2015 - Present
State Street May 2013 - September 2015
Yale School of Management 2011 - May 2013
Batterymarch Financial Management June 2012 - August 2012
Greylock McKinnon Associates 2005 - 2011
Skills
Financial Analysis, Financial Modeling
Education
Yale School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Dartmouth College
B.E. and M.S.
Bowdoin College
A.B.
Tony Santosus, CFA, CMT Tony Santosus, CFA, CMT's Batterymarch Financial Management Experience October 2001 - March 2009
Job Principal at Cutwater Capital LLC
Industry Financial Services
Experience
Cutwater Capital LLC January 2010 - Present
Batterymarch Financial Management October 2001 - March 2009
Putnam Investments 1998 - 2001
Putnam Investments 1991 - 1998
Skills
Equities, Portfolio Management, Investments, Investment Management, Mutual Funds, Investment Strategies, Investment Banking, Risk Management, Financial Services, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Asset Allocation, Securities
Education
Northeastern University 1978 — 1983
B.S., Business
Cutwater Capital LLC January 2010 - Present
Batterymarch Financial Management October 2001 - March 2009
Putnam Investments 1998 - 2001
Putnam Investments 1991 - 1998
Skills
Equities, Portfolio Management, Investments, Investment Management, Mutual Funds, Investment Strategies, Investment Banking, Risk Management, Financial Services, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Asset Allocation, Securities
Education
Northeastern University 1978 — 1983
B.S., Business
Rich Castaldo's Batterymarch Financial Management Experience 1981 - 1983
Job Executive Business / IT Consultant
Industry Information Technology and Services
Experience
Castaldo Global Consulting 2007 - Present
Fidelity Investments March 1999 - 2007
Fidelity Investments 1997 - 1999
Fidelity Investments 1993 - 1997
The Boston Company 1989 - 1993
Success Systems, Inc. 1983 - 1989
Batterymarch Financial Management 1981 - 1983
Digital Equipment Corporation 1978 - 1981
Skills
Financial Services, Consulting, Infrastructure, Strategic Planning, Vendor Management, Offshoring, SDLC, Business Process..., Relationship Management, Data Architecture, Mutual Funds, Business Analysis, Program Management, Enterprise Architecture, Integration, Enterprise Software, Leadership, Management, IT Strategy, E-commerce
Education
Bentley University 1974 — 1978
BS, Business Management
Bentley University 1974 — 1978
BS, Computer Systems Management
Castaldo Global Consulting 2007 - Present
Fidelity Investments March 1999 - 2007
Fidelity Investments 1997 - 1999
Fidelity Investments 1993 - 1997
The Boston Company 1989 - 1993
Success Systems, Inc. 1983 - 1989
Batterymarch Financial Management 1981 - 1983
Digital Equipment Corporation 1978 - 1981
Skills
Financial Services, Consulting, Infrastructure, Strategic Planning, Vendor Management, Offshoring, SDLC, Business Process..., Relationship Management, Data Architecture, Mutual Funds, Business Analysis, Program Management, Enterprise Architecture, Integration, Enterprise Software, Leadership, Management, IT Strategy, E-commerce
Education
Bentley University 1974 — 1978
BS, Business Management
Bentley University 1974 — 1978
BS, Computer Systems Management
Alana Cardarelli Alana Cardarelli's Batterymarch Financial Management Experience January 2007 - June 2007
Job Senior Portfolio Administrator at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting April 2010 - Present
Bryson Financial February 2010 - February 2010
R.A. Hall & CO. LLC May 2008 - December 2009
Batterymarch Financial Management January 2007 - June 2007
John Hancock Financial Services January 2006 - August 2006
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Investments
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree in Business Administration, Finance and Insurance
Canterbury Consulting April 2010 - Present
Bryson Financial February 2010 - February 2010
R.A. Hall & CO. LLC May 2008 - December 2009
Batterymarch Financial Management January 2007 - June 2007
John Hancock Financial Services January 2006 - August 2006
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Investments
Education
Northeastern University 2003 — 2008
Bachelor of Science Degree in Business Administration, Finance and Insurance
Katie Chaput's Batterymarch Financial Management Experience June 2004 - December 2004
Job University Account Executive, North America at Zipcar
Industry Transportation/Trucking/Railroad
Experience
Babson College March 2015 - Present
Zipcar April 2013 - February 2015
Northeastern University May 2012 - April 2013
SnoworSand May 2010 - April 2012
Liberty Mutual Insurance July 2006 - April 2010
Batterymarch Financial Management June 2004 - December 2004
John Hancock Financial Services, Inc June 2003 - December 2003
Skills
Negotiation, Customer Relations, Business Strategy, Analytical Abilities, Customer Presentations, International Business, Employee Relations, Team Motivator, Strategic Planning, Creative Problem Solving, Cold Calling, Networking Events, Special Events, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Analysis, International Relations, Entrepreneurship, Leadership, Data Analysis, Risk Management, Budgets, Business Development, Event Management, Management, Start-ups, Strategy, Marketing, CRM, Sales, Fundraising, New Business Development, Coaching, B2B, Social Networking
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
American University of Paris
Overseas Exchange: Economics and French
Northeastern University
B.S., Economics
Babson College March 2015 - Present
Zipcar April 2013 - February 2015
Northeastern University May 2012 - April 2013
SnoworSand May 2010 - April 2012
Liberty Mutual Insurance July 2006 - April 2010
Batterymarch Financial Management June 2004 - December 2004
John Hancock Financial Services, Inc June 2003 - December 2003
Skills
Negotiation, Customer Relations, Business Strategy, Analytical Abilities, Customer Presentations, International Business, Employee Relations, Team Motivator, Strategic Planning, Creative Problem Solving, Cold Calling, Networking Events, Special Events, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Analysis, International Relations, Entrepreneurship, Leadership, Data Analysis, Risk Management, Budgets, Business Development, Event Management, Management, Start-ups, Strategy, Marketing, CRM, Sales, Fundraising, New Business Development, Coaching, B2B, Social Networking
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
American University of Paris
Overseas Exchange: Economics and French
Northeastern University
B.S., Economics
Benjamin M. Lavine, CFA Benjamin M. Lavine, CFA's Batterymarch Financial Management Experience September 2005 - June 2014
Job Manager at Ben Lavine Consulting, LLC
Industry Investment Management
Experience
Ben Lavine Consulting, LLC July 2014 - Present
Batterymarch Financial Management September 2005 - June 2014
Wilshire Associates June 1999 - June 2005
Asset Strategy Consulting 1997 - 1999
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Quantitative Research, Fixed Income, Investments, Capital Markets, Macro, Palantir, Quantitative Investing, Quantitative Analytics, Matlab, Bloomberg, Factset, Investment Strategies, Alternative Investments, Equity Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA, Business Administration, Finance, A
University of California, San Diego 1991 — 1995
Bachelor of Arts (BA), Political Science and Economics, A
Ben Lavine Consulting, LLC July 2014 - Present
Batterymarch Financial Management September 2005 - June 2014
Wilshire Associates June 1999 - June 2005
Asset Strategy Consulting 1997 - 1999
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Quantitative Research, Fixed Income, Investments, Capital Markets, Macro, Palantir, Quantitative Investing, Quantitative Analytics, Matlab, Bloomberg, Factset, Investment Strategies, Alternative Investments, Equity Research, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2005
MBA, Business Administration, Finance, A
University of California, San Diego 1991 — 1995
Bachelor of Arts (BA), Political Science and Economics, A
Susan Weiner, CFA Susan Weiner, CFA's Batterymarch Financial Management Experience 1987 - 1989
Job White paper and commentary writer | Speaker | Author of "Financial Blogging" book
Industry Writing and Editing
Experience
InvestmentWriting.com, turning financial professionals' ideas into persuasive writing 2003 - Present
Columbia Management Group (Fleet) 1998 - 2003
Dalbar 1994 - 1998
Writer and Japanese Business Consultant 1989 - 1994
Batterymarch Financial Management 1987 - 1989
Skills
Financial writing, White papers, Ghostwriting, Writing about..., Mutual fund annual and..., Social media, Blogging, Training, Teaching writing, Investment commentary, Speaker, Investments, White Papers, Writing, Social Media, Public Speaking, Mutual Funds
Education
Harvard University
Ph.D.
Oberlin College
B.A.
InvestmentWriting.com, turning financial professionals' ideas into persuasive writing 2003 - Present
Columbia Management Group (Fleet) 1998 - 2003
Dalbar 1994 - 1998
Writer and Japanese Business Consultant 1989 - 1994
Batterymarch Financial Management 1987 - 1989
Skills
Financial writing, White papers, Ghostwriting, Writing about..., Mutual fund annual and..., Social media, Blogging, Training, Teaching writing, Investment commentary, Speaker, Investments, White Papers, Writing, Social Media, Public Speaking, Mutual Funds
Education
Harvard University
Ph.D.
Oberlin College
B.A.
Ezlima Sinani's Batterymarch Financial Management Experience July 2013 - July 2014
Job Assistant Portfolio Manager @ Batterymarch Financial Management
Industry Financial Services
Experience
Batterymarch Financial Management July 2013 - July 2014
BNY Mellon August 2011 - July 2013
Citizens Bank, N.A. May 2007 - July 2011
Skills
Credit, Equities, Financial Analysis, Fixed Income, Investment Banking, Bloomberg, Banking, Asset Management, Hedge Funds
Education
Boston University 2013 — 2015
Master of Science (MS), Banking and Financial Services Management
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Major :Finance Minor : Economics
Batterymarch Financial Management July 2013 - July 2014
BNY Mellon August 2011 - July 2013
Citizens Bank, N.A. May 2007 - July 2011
Skills
Credit, Equities, Financial Analysis, Fixed Income, Investment Banking, Bloomberg, Banking, Asset Management, Hedge Funds
Education
Boston University 2013 — 2015
Master of Science (MS), Banking and Financial Services Management
Suffolk University - Sawyer School of Management 2007 — 2011
BSBA, Major :Finance Minor : Economics
Andrew Litzerman's Batterymarch Financial Management Experience January 2007 - June 2007
Job Investment Associate at Seascape Capital Management, LLC
Industry Financial Services
Experience
Seascape Capital Management, LLC July 2015 - Present
Citi Private Bank July 2009 - August 2014
Goldman Sachs January 2008 - January 2009
Batterymarch Financial Management January 2007 - June 2007
Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Securities, Series 7, Alternative Investments, Investments
Education
Northeastern University 2004 — 2009
Bachelors of Science, Business Administration in Finance and Management at Northeastern Univ, Finance, 3.4
Northeastern University 2004 — 2009
BS, Finance and Financial Management Services
Seascape Capital Management, LLC July 2015 - Present
Citi Private Bank July 2009 - August 2014
Goldman Sachs January 2008 - January 2009
Batterymarch Financial Management January 2007 - June 2007
Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Financial Modeling, Capital Markets, Valuation, Equity Derivatives, Securities, Series 7, Alternative Investments, Investments
Education
Northeastern University 2004 — 2009
Bachelors of Science, Business Administration in Finance and Management at Northeastern Univ, Finance, 3.4
Northeastern University 2004 — 2009
BS, Finance and Financial Management Services
David Griesbauer David Griesbauer's Batterymarch Financial Management Experience January 2001 - January 2007
Job Vice President Client Solutions at Markit
Industry Information Technology and Services
Experience
Markit July 2014 - Present
Artisan Partners January 2014 - March 2014
State Street Global Markets December 2012 - September 2013
Eaton Vance Management February 2007 - December 2011
Batterymarch Financial Management January 2001 - January 2007
State Street Research July 1999 - December 2000
Ark Asset Management June 1994 - June 1999
Booz Allen Hamilton August 1992 - June 1994
Skills
Fixed Income, Trading Systems, Equities, Financial Services, Order Management, Business Analysis, Equity Research, Data Warehousing, Analysis, Integration, Investments, Transaction Support, Equity Trading, Systems Analysis, SQL, Project Management, Eagle PACE, Bloomberg Data License, Vendor Management, Back Office, JavaScript, Requirements Analysis, Business Requirements, Charles River IMS, MacGregor, Longview, FIX, Transaction Cost..., Compliance, TCL, Requirements Gathering, Project Planning, Large Systems..., Agile Environment, Agile Project Management, Agile Application..., Manage client..., Product Management, Product Development
Education
Loyola University Maryland 1988 — 1992
BBA, MIS
St. John's College High School 1983 — 1988
Markit July 2014 - Present
Artisan Partners January 2014 - March 2014
State Street Global Markets December 2012 - September 2013
Eaton Vance Management February 2007 - December 2011
Batterymarch Financial Management January 2001 - January 2007
State Street Research July 1999 - December 2000
Ark Asset Management June 1994 - June 1999
Booz Allen Hamilton August 1992 - June 1994
Skills
Fixed Income, Trading Systems, Equities, Financial Services, Order Management, Business Analysis, Equity Research, Data Warehousing, Analysis, Integration, Investments, Transaction Support, Equity Trading, Systems Analysis, SQL, Project Management, Eagle PACE, Bloomberg Data License, Vendor Management, Back Office, JavaScript, Requirements Analysis, Business Requirements, Charles River IMS, MacGregor, Longview, FIX, Transaction Cost..., Compliance, TCL, Requirements Gathering, Project Planning, Large Systems..., Agile Environment, Agile Project Management, Agile Application..., Manage client..., Product Management, Product Development
Education
Loyola University Maryland 1988 — 1992
BBA, MIS
St. John's College High School 1983 — 1988
Jeffrey Swensen Jeffrey Swensen's Batterymarch Financial Management Experience April 2004 - July 2014
Job Trading Systems & Strategy Developer | Global Equity Asset Management
Industry Investment Management
Experience
Batterymarch Financial Management April 2004 - July 2014
John Hancock Investments 2001 - 2004
Paine Webber 1998 - 2001
NYMEX / New York Board of Trade 1995 - 1998
Aon Corporation & Robert M. Currey Associates 1988 - 1995
Skills
Equities, Emerging Markets, Trading, Hedge Funds, Electronic Trading, Alternative Investments, Bloomberg, Options, Risk Management, Traders, Portfolio Management, Equity Trading, Fixed Income, Trading Systems, Foreign Exchange, Investment Management, Capital Markets
Education
Northeastern University 1983 — 1988
Bachelor's degree, Finance & Entrepreneurship
Batterymarch Financial Management April 2004 - July 2014
John Hancock Investments 2001 - 2004
Paine Webber 1998 - 2001
NYMEX / New York Board of Trade 1995 - 1998
Aon Corporation & Robert M. Currey Associates 1988 - 1995
Skills
Equities, Emerging Markets, Trading, Hedge Funds, Electronic Trading, Alternative Investments, Bloomberg, Options, Risk Management, Traders, Portfolio Management, Equity Trading, Fixed Income, Trading Systems, Foreign Exchange, Investment Management, Capital Markets
Education
Northeastern University 1983 — 1988
Bachelor's degree, Finance & Entrepreneurship
Michael B. Kinney, CFA Michael B. Kinney, CFA's Batterymarch Financial Management Experience September 2006 - July 2014
Job Vice President, Marketing & Client Service at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management August 2014 - Present
Batterymarch Financial Management September 2006 - July 2014
Batterymarch Financial Management June 2002 - August 2006
Batterymarch Financial Management October 2000 - May 2002
Batterymarch Financial Management September 1998 - September 2000
Batterymarch Financial Management September 1996 - August 1998
Skills
Securities, Investment Strategies, Investments, Alternative Investments, Bloomberg, Hedge Funds, Management, Asset Management, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
Fairfield University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Westfield Capital Management August 2014 - Present
Batterymarch Financial Management September 2006 - July 2014
Batterymarch Financial Management June 2002 - August 2006
Batterymarch Financial Management October 2000 - May 2002
Batterymarch Financial Management September 1998 - September 2000
Batterymarch Financial Management September 1996 - August 1998
Skills
Securities, Investment Strategies, Investments, Alternative Investments, Bloomberg, Hedge Funds, Management, Asset Management, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
Fairfield University 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Edward Miller, CFA, CMT Edward Miller, CFA, CMT's Batterymarch Financial Management Experience 2005 - 2010
Job Portfolio Manager at Piscataqua Capital Management, Quantitative, ESG (socially responsible investing)
Industry Investment Management
Experience
Piscataqua Capital Management 2014 - Present
Haber Trilix Advisors, LP 2011 - 2013
Batterymarch Financial Management 2005 - 2010
1838 Investment Advisors 2002 - 2004
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1989 - 1997
I/B/E/S 1987 - 1988
Skills
Equity Research, Portfolio Management, Bloomberg, Hedge Funds, Equities, Asset Management, Technical Analysis, Financial Modeling, Investment Strategies, Global Macro, Quantitative Research, Macro Analysis, Performance Attribution, Asset Managment, Written & Oral..., Risk Analytics, Short Sales, Thomson One Analytics, Factset, WONDA, ESG Investing, Socially Responsible..., Environmental Issues, Corporate Governance, Corporate Social...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Dickinson College
BA, Economics
Peddie School
Piscataqua Capital Management 2014 - Present
Haber Trilix Advisors, LP 2011 - 2013
Batterymarch Financial Management 2005 - 2010
1838 Investment Advisors 2002 - 2004
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1998 - 2001
The Guardian Life Insurance Company of America 1989 - 1997
I/B/E/S 1987 - 1988
Skills
Equity Research, Portfolio Management, Bloomberg, Hedge Funds, Equities, Asset Management, Technical Analysis, Financial Modeling, Investment Strategies, Global Macro, Quantitative Research, Macro Analysis, Performance Attribution, Asset Managment, Written & Oral..., Risk Analytics, Short Sales, Thomson One Analytics, Factset, WONDA, ESG Investing, Socially Responsible..., Environmental Issues, Corporate Governance, Corporate Social...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Dickinson College
BA, Economics
Peddie School
Victoria Pluta Victoria Pluta's Batterymarch Financial Management Experience June 2001 - December 2001
Job Research Analyst at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management September 2013 - July 2015
PIMCO April 2008 - July 2013
Allianz Global Investors March 2007 - April 2008
Allianz Global Investors May 2005 - March 2007
Lehman Brothers April 2004 - April 2005
eSecLending June 2002 - December 2002
Batterymarch Financial Management June 2001 - December 2001
Skills
Fixed Income, Series 7, Mutual Funds, Series 63, Separately Managed..., Relationship Management
Education
Northeastern University 1999 — 2004
B.S., Business Administration
Natixis Global Asset Management July 2015 - Present
Natixis Global Asset Management September 2013 - July 2015
PIMCO April 2008 - July 2013
Allianz Global Investors March 2007 - April 2008
Allianz Global Investors May 2005 - March 2007
Lehman Brothers April 2004 - April 2005
eSecLending June 2002 - December 2002
Batterymarch Financial Management June 2001 - December 2001
Skills
Fixed Income, Series 7, Mutual Funds, Series 63, Separately Managed..., Relationship Management
Education
Northeastern University 1999 — 2004
B.S., Business Administration
Alex Romeo, CFA Alex Romeo, CFA's Batterymarch Financial Management Experience April 2006 - August 2013
Job Director of Quantitative Analysis at Concinnity Advisors, LP
Industry Investment Management
Experience
Concinnity Advisors, LP September 2013 - Present
Batterymarch Financial Management April 2006 - August 2013
TIMCO (Citigroup Asset Management) September 1999 - April 2006
Structured Technology Corporation May 1988 - April 1999
General Dynamics June 1986 - May 1988
Skills
Equities, Portfolio Management, Equity Research, Asset Management, Hedge Funds, Asset Managment, Bloomberg, Trading, Investment Management
Education
Rensselaer Polytechnic Institute at Hartford 1994 — 1996
MBA, Accounting and Finance
The University of Texas at Arlington 1987 — 1989
MSEE, Electrical Engineering
Massachusetts Institute of Technology 1982 — 1986
BSEE, Electrical Engineering
Concinnity Advisors, LP September 2013 - Present
Batterymarch Financial Management April 2006 - August 2013
TIMCO (Citigroup Asset Management) September 1999 - April 2006
Structured Technology Corporation May 1988 - April 1999
General Dynamics June 1986 - May 1988
Skills
Equities, Portfolio Management, Equity Research, Asset Management, Hedge Funds, Asset Managment, Bloomberg, Trading, Investment Management
Education
Rensselaer Polytechnic Institute at Hartford 1994 — 1996
MBA, Accounting and Finance
The University of Texas at Arlington 1987 — 1989
MSEE, Electrical Engineering
Massachusetts Institute of Technology 1982 — 1986
BSEE, Electrical Engineering
Suzanne (Cayer) Griffin's Batterymarch Financial Management Experience April 2006 - January 2015
Job Controller at Advance Medical, Inc.
Industry Investment Management
Experience
Advance Medical, Inc. April 2015 - Present
Batterymarch Financial Management April 2006 - January 2015
Old Mutual Asset Management January 2005 - April 2006
Old Mutual Asset Management September 2002 - January 2005
Old Mutual Asset Management September 1999 - September 2002
Old Mutual Asset Management July 1997 - September 1999
Arthur Andersen LLP September 1993 - July 1997
Skills
Accounting, Analysis, Financial Modeling, Internal Controls, Financial Analysis, Financial Reporting, Asset Management, Financial Accounting, Finance, Auditing
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Brockton High School
Advance Medical, Inc. April 2015 - Present
Batterymarch Financial Management April 2006 - January 2015
Old Mutual Asset Management January 2005 - April 2006
Old Mutual Asset Management September 2002 - January 2005
Old Mutual Asset Management September 1999 - September 2002
Old Mutual Asset Management July 1997 - September 1999
Arthur Andersen LLP September 1993 - July 1997
Skills
Accounting, Analysis, Financial Modeling, Internal Controls, Financial Analysis, Financial Reporting, Asset Management, Financial Accounting, Finance, Auditing
Education
Boston College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Brockton High School
Charlie Ko's Batterymarch Financial Management Experience 2005 - June 2012
Job Portfolio Manager and Senior Research Analyst at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. June 2012 - Present
Batterymarch Financial Management 2005 - June 2012
Batterymarch Financial Management 2003 - 2005
Batterymarch Financial Management 2000 - 2003
Consultant at The Hartford Financial Services Group 1999 - 2000
Emerging Markets Management 1998 - 1998
The MathWorks 1995 - 1997
The MathWorks 1994 - 1995
Skills
Equities, Financial Modeling, Valuation, Portfolio Management, Investment Management, Risk Management, Start-ups, Mergers & Acquisitions, Trading, Investments, Emerging Markets, Fixed Income, Investment Strategies, Business Development, Asset Management, Hedge Funds, Private Equity, Technical Analysis, Equity Research, Alternative Investments, Cross-functional Team..., Asset Allocation, Business Strategy, Bloomberg
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Massachusetts Institute of Technology 1990 — 1994
BSME, Mechanical Engineering
Invesco Ltd. June 2012 - Present
Batterymarch Financial Management 2005 - June 2012
Batterymarch Financial Management 2003 - 2005
Batterymarch Financial Management 2000 - 2003
Consultant at The Hartford Financial Services Group 1999 - 2000
Emerging Markets Management 1998 - 1998
The MathWorks 1995 - 1997
The MathWorks 1994 - 1995
Skills
Equities, Financial Modeling, Valuation, Portfolio Management, Investment Management, Risk Management, Start-ups, Mergers & Acquisitions, Trading, Investments, Emerging Markets, Fixed Income, Investment Strategies, Business Development, Asset Management, Hedge Funds, Private Equity, Technical Analysis, Equity Research, Alternative Investments, Cross-functional Team..., Asset Allocation, Business Strategy, Bloomberg
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Massachusetts Institute of Technology 1990 — 1994
BSME, Mechanical Engineering
William Boyer William Boyer's Batterymarch Financial Management Experience June 1988 - March 1993
Job Consulting Software Developer and Architect
Industry Information Technology and Services
Experience
Adoptive January 2014 - Present
Various Startups January 2014 - Present
BBC Worldwide May 2014 - November 2014
Viacom March 2011 - October 2013
Viacom October 2000 - March 2011
Various Companies January 1997 - October 2000
Trout Trading March 1993 - January 1997
Batterymarch Financial Management June 1988 - March 1993
BDM International, Inc. May 1985 - August 1987
Skills
Digital Media, Television, New Media, Software Engineering, Database Design, Web Development, Distributed Systems, IT Strategy, IT Management, Distributed Team..., Team Mentoring, Agile Methodologies, Content Strategy, Entertainment, Broadcast, Problem Solving, Technology Management, Unix, System Architecture, Business Strategy, Information Technology, Solution Architecture, Software Development, Digital Strategy, Content Management, Mobile Technology, Social Services, Team Leadership, Team Management, Technology
Education
Massachusetts Institute of Technology 1987 — 1988
Economics
University of Maryland College Park 1982 — 1986
Bachelor of Science (BS), Computer Science, GPA 4.0
University of Maryland College Park 1982 — 1986
Bachelor of Arts (BA), Economics, GPA 4.0
Adoptive January 2014 - Present
Various Startups January 2014 - Present
BBC Worldwide May 2014 - November 2014
Viacom March 2011 - October 2013
Viacom October 2000 - March 2011
Various Companies January 1997 - October 2000
Trout Trading March 1993 - January 1997
Batterymarch Financial Management June 1988 - March 1993
BDM International, Inc. May 1985 - August 1987
Skills
Digital Media, Television, New Media, Software Engineering, Database Design, Web Development, Distributed Systems, IT Strategy, IT Management, Distributed Team..., Team Mentoring, Agile Methodologies, Content Strategy, Entertainment, Broadcast, Problem Solving, Technology Management, Unix, System Architecture, Business Strategy, Information Technology, Solution Architecture, Software Development, Digital Strategy, Content Management, Mobile Technology, Social Services, Team Leadership, Team Management, Technology
Education
Massachusetts Institute of Technology 1987 — 1988
Economics
University of Maryland College Park 1982 — 1986
Bachelor of Science (BS), Computer Science, GPA 4.0
University of Maryland College Park 1982 — 1986
Bachelor of Arts (BA), Economics, GPA 4.0
Sarah Abushaar's Batterymarch Financial Management Experience June 2012 - June 2012
Job Student at Harvard University Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - August 2013
The White House September 2012 - December 2012
NBK Capital August 2012 - August 2012
Batterymarch Financial Management June 2012 - June 2012
Gilt Groupe/Harvard Business School October 2011 - December 2011
Skills
Research, Stata, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Public Speaking, Data Analysis, Economics
Education
Harvard University 2010 — 2014
A.B., Economics
Al Bayan Bilingual High School, Kuwait 2006 — 2010
High School Diploma - Valedictorian
J.P. Morgan May 2013 - August 2013
The White House September 2012 - December 2012
NBK Capital August 2012 - August 2012
Batterymarch Financial Management June 2012 - June 2012
Gilt Groupe/Harvard Business School October 2011 - December 2011
Skills
Research, Stata, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Public Speaking, Data Analysis, Economics
Education
Harvard University 2010 — 2014
A.B., Economics
Al Bayan Bilingual High School, Kuwait 2006 — 2010
High School Diploma - Valedictorian
Christopher Fisco Christopher Fisco's Batterymarch Financial Management Experience March 2007 - September 2012
Job Senior Marketing Analyst at NGAM International
Industry Financial Services
Experience
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management September 2012 - January 2015
Batterymarch Financial Management March 2007 - September 2012
Batterymarch Financial Management July 2006 - December 2006
Manulife Financial/John Hancock USA July 2005 - April 2006
Skills
Microsoft Excel, Microsoft Office, Performance Reporting, Financial Reporting, Internal & External..., Due Diligence, Equities, Financial Services, Portfolio Management, Mutual Funds, Securities, Investment Strategies
Education
Northeastern University 2012 — 2016
Candidate for MS in Finance / Candidate for MBA, International Business
Northeastern University 2003 — 2008
BS, Accounting, BS Finance & Insurance
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management September 2012 - January 2015
Batterymarch Financial Management March 2007 - September 2012
Batterymarch Financial Management July 2006 - December 2006
Manulife Financial/John Hancock USA July 2005 - April 2006
Skills
Microsoft Excel, Microsoft Office, Performance Reporting, Financial Reporting, Internal & External..., Due Diligence, Equities, Financial Services, Portfolio Management, Mutual Funds, Securities, Investment Strategies
Education
Northeastern University 2012 — 2016
Candidate for MS in Finance / Candidate for MBA, International Business
Northeastern University 2003 — 2008
BS, Accounting, BS Finance & Insurance
Robert S. Woodbury, CFA Robert S. Woodbury, CFA's Batterymarch Financial Management Experience 2003 - November 2014
Job Investment management client service professional
Industry Investment Management
Experience
Batterymarch Financial Management 2003 - November 2014
Boston Private Bank 2002 - 2003
State Street Research & Management 1994 - 2002
MetLife 1990 - 1994
EG&G Inc. 1987 - 1990
EG&G, Inc. 1986 - 1987
Skills
Investments, Investment Management, Mutual Funds, Asset Management, Equities, Marketing Strategy, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Strategies, Client Services, Bloomberg, Management, Securities, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Colby College
Bachelor's Degree, Goverrnment and Business
Batterymarch Financial Management 2003 - November 2014
Boston Private Bank 2002 - 2003
State Street Research & Management 1994 - 2002
MetLife 1990 - 1994
EG&G Inc. 1987 - 1990
EG&G, Inc. 1986 - 1987
Skills
Investments, Investment Management, Mutual Funds, Asset Management, Equities, Marketing Strategy, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Defined Benefit, Asset Allocation, Investment Strategies, Client Services, Bloomberg, Management, Securities, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Colby College
Bachelor's Degree, Goverrnment and Business
Kristen (Oliver) FitzPatrick Kristen (Oliver) FitzPatrick's Batterymarch Financial Management Experience June 2007 - March 2013
Job Senior Analyst, Business Analytics at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands June 2014 - Present
Dunkin' Brands April 2013 - June 2014
Batterymarch Financial Management June 2007 - March 2013
Batterymarch Financial Management July 2006 - December 2006
GSI Group July 2005 - June 2006
MicroE Systems November 2004 - June 2006
Mitchell John Salon December 2003 - January 2006
VIP Mortgage Corp February 2002 - September 2002
Skills
Process Improvement, Microsoft Excel, Problem Solving, Financial Analysis, Microsoft Office, Accounting, Financial Reporting, Equities, Asset Managment, Analysis, Project Management, Leadership, Multi Tasking, Training, Event Planning, Organizational..., Close Attention to..., Teamwork, Work Ethic, Integrity, Passion for Success, Highly Dedicated, Energetic Self-Starter, Positive Can-do Attitude, Organization, Portfolio Management, Investments, Mutual Funds, Financial Modeling, Asset Management, Bloomberg, Forecasting
Education
Northeastern University
BS, Finance, Management
Dunkin' Brands June 2014 - Present
Dunkin' Brands April 2013 - June 2014
Batterymarch Financial Management June 2007 - March 2013
Batterymarch Financial Management July 2006 - December 2006
GSI Group July 2005 - June 2006
MicroE Systems November 2004 - June 2006
Mitchell John Salon December 2003 - January 2006
VIP Mortgage Corp February 2002 - September 2002
Skills
Process Improvement, Microsoft Excel, Problem Solving, Financial Analysis, Microsoft Office, Accounting, Financial Reporting, Equities, Asset Managment, Analysis, Project Management, Leadership, Multi Tasking, Training, Event Planning, Organizational..., Close Attention to..., Teamwork, Work Ethic, Integrity, Passion for Success, Highly Dedicated, Energetic Self-Starter, Positive Can-do Attitude, Organization, Portfolio Management, Investments, Mutual Funds, Financial Modeling, Asset Management, Bloomberg, Forecasting
Education
Northeastern University
BS, Finance, Management
Katie Jerdee Katie Jerdee's Batterymarch Financial Management Experience January 2007 - June 2007
Job Senior Associate; Life Science Group at Hercules Technology Growth Capital
Industry Financial Services
Experience
Hercules Technology Growth Capital July 2009 - Present
Credit Suisse January 2008 - January 2009
Batterymarch Financial Management January 2007 - June 2007
Boston Scientific May 2006 - August 2006
Skills
Financial Modeling, Venture Capital, Excel, Financial Analysis, Valuation, Microsoft Office, Research, Analysis, Business Analysis, Public Speaking
Education
Northeastern University 2005 — 2010
B.S., Business- Finance & Social Entrepreneurship
Hercules Technology Growth Capital July 2009 - Present
Credit Suisse January 2008 - January 2009
Batterymarch Financial Management January 2007 - June 2007
Boston Scientific May 2006 - August 2006
Skills
Financial Modeling, Venture Capital, Excel, Financial Analysis, Valuation, Microsoft Office, Research, Analysis, Business Analysis, Public Speaking
Education
Northeastern University 2005 — 2010
B.S., Business- Finance & Social Entrepreneurship
Joseph Caruso Jr., CFA Joseph Caruso Jr., CFA's Batterymarch Financial Management Experience 2009 - 2015
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
James Pannell's Batterymarch Financial Management Experience 1990 - 1992
Job Managing Director, Chief Operating Officer at Muskoka Capital Management, LLC
Industry Investment Management
Experience
Muskoka Capital Management, LLC October 2009 - October 2014
Brook Street Press March 2002 - October 2009
State Street Research & Management January 2001 - September 2001
State Street Research March 1997 - January 2001
State Street Research September 1994 - March 1997
Batterymarch Financial Management 1990 - 1992
Trinity Investment Management 1985 - 1989
The Church of the Covenant 1982 - 1984
Skills
Business Strategy, Executive Management, Leadership, Start-ups, Strategic Planning, Investment Management, Hedge Funds, Equities, Investments, Finance, Business Development, Alternative Investments, Strategy, Fixed Income, Asset Management, Product Development, Project Management, Portfolio Management, Mutual Funds, Entrepreneurship, Mergers & Acquisitions, Management, Marketing Communications, Strategic Customer...
Education
Princeton Theological Seminary 1978 — 1981
M.Div., Theology
California State University-Fullerton 1976 — 1978
BA, Psychology
Muskoka Capital Management, LLC October 2009 - October 2014
Brook Street Press March 2002 - October 2009
State Street Research & Management January 2001 - September 2001
State Street Research March 1997 - January 2001
State Street Research September 1994 - March 1997
Batterymarch Financial Management 1990 - 1992
Trinity Investment Management 1985 - 1989
The Church of the Covenant 1982 - 1984
Skills
Business Strategy, Executive Management, Leadership, Start-ups, Strategic Planning, Investment Management, Hedge Funds, Equities, Investments, Finance, Business Development, Alternative Investments, Strategy, Fixed Income, Asset Management, Product Development, Project Management, Portfolio Management, Mutual Funds, Entrepreneurship, Mergers & Acquisitions, Management, Marketing Communications, Strategic Customer...
Education
Princeton Theological Seminary 1978 — 1981
M.Div., Theology
California State University-Fullerton 1976 — 1978
BA, Psychology
David Kaczorowski's Batterymarch Financial Management Experience June 2006 - August 2006
Job Portfolio Manager at Riverstone Management LLC
Industry Investment Management
Experience
Riverstone Management LLC April 2014 - Present
Golden Gate University January 2014 - Present
Stifel Nicolaus March 2011 - August 2012
Wedbush Securities May 2009 - March 2011
Signal Hill Capital July 2007 - December 2008
Batterymarch Financial Management June 2006 - August 2006
Liberty Mutual Insurance September 2004 - June 2005
Liberty Mutual Insurance June 1998 - June 2004
Skills
Equities, Industry Analysis, Portfolio Management, Asset Management, Investments, Valuation, Risk Management, Competitive Analysis, Equity Research, Analysis, Financial Modeling, Fixed Income, Asset Allocation, Hedge Funds, Capital Markets, Bloomberg, Equity Valuation, Finance
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Investment Management, Finance
Boston College 1994 — 1998
B.S., Major: Finance, Minor: Ancient Greek Civilizations
Riverstone Management LLC April 2014 - Present
Golden Gate University January 2014 - Present
Stifel Nicolaus March 2011 - August 2012
Wedbush Securities May 2009 - March 2011
Signal Hill Capital July 2007 - December 2008
Batterymarch Financial Management June 2006 - August 2006
Liberty Mutual Insurance September 2004 - June 2005
Liberty Mutual Insurance June 1998 - June 2004
Skills
Equities, Industry Analysis, Portfolio Management, Asset Management, Investments, Valuation, Risk Management, Competitive Analysis, Equity Research, Analysis, Financial Modeling, Fixed Income, Asset Allocation, Hedge Funds, Capital Markets, Bloomberg, Equity Valuation, Finance
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Investment Management, Finance
Boston College 1994 — 1998
B.S., Major: Finance, Minor: Ancient Greek Civilizations
Nathalie Wallace's Batterymarch Financial Management Experience February 2009 - July 2014
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
Casey Boardman's Batterymarch Financial Management Experience April 2007 - September 2012
Job Software Engineer
Industry Computer Software
Experience
The MathWorks January 2015 - Present
Cantina October 2012 - January 2015
Cloud Construct, LLC September 2012 - January 2015
Batterymarch Financial Management April 2007 - September 2012
General Dynamics Information Technology July 2004 - March 2007
Argosy Publishing May 2004 - July 2004
Molecular September 2000 - August 2003
Lockheed Martin Federal Systems June 1998 - January 2000
Skills
Java, Linux, Agile Methodologies, Databases, MySQL, IntelliJ IDEA, Git, JavaScript, C#, Web Services, AJAX, CSS, SQL, Unix, HTML, Visual Studio, Subversion, .NET, MVC, SQL Server, Windows, jQuery, Web Applications, Hibernate, Apache, PHP
Education
Northeastern University 2001 — 2004
MS
State University of New York at Binghamton 1996 — 2000
BS
The MathWorks January 2015 - Present
Cantina October 2012 - January 2015
Cloud Construct, LLC September 2012 - January 2015
Batterymarch Financial Management April 2007 - September 2012
General Dynamics Information Technology July 2004 - March 2007
Argosy Publishing May 2004 - July 2004
Molecular September 2000 - August 2003
Lockheed Martin Federal Systems June 1998 - January 2000
Skills
Java, Linux, Agile Methodologies, Databases, MySQL, IntelliJ IDEA, Git, JavaScript, C#, Web Services, AJAX, CSS, SQL, Unix, HTML, Visual Studio, Subversion, .NET, MVC, SQL Server, Windows, jQuery, Web Applications, Hibernate, Apache, PHP
Education
Northeastern University 2001 — 2004
MS
State University of New York at Binghamton 1996 — 2000
BS
Michael Grygleski's Batterymarch Financial Management Experience January 1994 - January 1997
Job Adjunct Instructor Teaching Statistics at College of DuPage
Industry Information Technology and Services
Experience
Institite for Empowering Communication 2011 - 2013
Northern Illnois Unversity August 2006 - May 2009
Northern Illinoins University September 2003 - May 2005
iKnowMed May 1999 - July 2002
SCAN Business Systems, Inc January 1997 - January 1998
Batterymarch Financial Management January 1994 - January 1997
The Macgregor Group January 1993 - January 1994
MIT Lincoln Laboratory January 1989 - January 1993
Education
Northern Illinois University 2006 — 2009
Master of Science, Statistics; Mathematics
University of Wisconsin-Madison 1984 — 1986
Bachelor of Science, Mathematics
Tomah High School
Institite for Empowering Communication 2011 - 2013
Northern Illnois Unversity August 2006 - May 2009
Northern Illinoins University September 2003 - May 2005
iKnowMed May 1999 - July 2002
SCAN Business Systems, Inc January 1997 - January 1998
Batterymarch Financial Management January 1994 - January 1997
The Macgregor Group January 1993 - January 1994
MIT Lincoln Laboratory January 1989 - January 1993
Education
Northern Illinois University 2006 — 2009
Master of Science, Statistics; Mathematics
University of Wisconsin-Madison 1984 — 1986
Bachelor of Science, Mathematics
Tomah High School
Chris Hamel's Batterymarch Financial Management Experience 2004 - 2005
Job Technical Product Manager at Gainskeeper, A Division of Wolters Kluwer Financial Services
Industry Financial Services
Experience
Gainskeeper, A Division of Wolters Kluwer Financial Services May 2011 - Present
Gainskeeper, A Division of Wolters Kluwer Financial Services January 2005 - May 2011
Batterymarch Financial Management 2004 - 2005
Skills
Financial Analysis, Business Analysis, Mutual Funds, Financial Services, Asset Managment, Investments, Portfolio Management, Bloomberg, Securities
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2006
BS, Entrepreneurship / Finance
Central Catholic High School
Gainskeeper, A Division of Wolters Kluwer Financial Services May 2011 - Present
Gainskeeper, A Division of Wolters Kluwer Financial Services January 2005 - May 2011
Batterymarch Financial Management 2004 - 2005
Skills
Financial Analysis, Business Analysis, Mutual Funds, Financial Services, Asset Managment, Investments, Portfolio Management, Bloomberg, Securities
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (M.B.A.)
Northeastern University 2001 — 2006
BS, Entrepreneurship / Finance
Central Catholic High School
Brad Thomas's Batterymarch Financial Management Experience 2006 - November 2009
Job Head of Global Consultant Relations at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
Eaton Vance May 2014 - Present
First State Investments April 2013 - May 2014
Manulife Asset Management November 2009 - April 2013
Batterymarch Financial Management 2006 - November 2009
Old Mutual Asset Management 2004 - 2006
Morgan Stanley Investment Management 1994 - 2004
Education
Denison University 1985 — 1989
Westminster School 1981 — 1985
Garrett Norman, CFA's Batterymarch Financial Management Experience June 2012 - August 2012
Job Associate Director at PAAMCO
Industry Financial Services
Experience
Pacific Alternative Asset Management Company (PAAMCO) August 2013 - Present
Batterymarch Financial Management June 2012 - August 2012
Citi Private Bank July 2007 - July 2011
Skills
Hedge Funds, Portfolio Management, Investments, Asset Allocation, Due Diligence, Investment Management, Risk Management, Financial Modeling, Valuation, Equities, Equity Research, Equity Valuation, Fixed Income Analysis, Derivatives, Commodity Markets, Fund Of Funds, Fundamental Analysis, Quantitative Investing, Emerging Markets, Bloomberg, Fixed Income, Capital Markets, Alternative Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, and Econometrics and Statistics
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Economics (Distinction), Political Science
Pacific Alternative Asset Management Company (PAAMCO) August 2013 - Present
Batterymarch Financial Management June 2012 - August 2012
Citi Private Bank July 2007 - July 2011
Skills
Hedge Funds, Portfolio Management, Investments, Asset Allocation, Due Diligence, Investment Management, Risk Management, Financial Modeling, Valuation, Equities, Equity Research, Equity Valuation, Fixed Income Analysis, Derivatives, Commodity Markets, Fund Of Funds, Fundamental Analysis, Quantitative Investing, Emerging Markets, Bloomberg, Fixed Income, Capital Markets, Alternative Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, and Econometrics and Statistics
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Economics (Distinction), Political Science
Subram Ramaswamy's Batterymarch Financial Management Experience 1998 - 1999
Job VP Strategy at Brandix
Industry Management Consulting
Experience
Brandix October 2013 - Present
McKinsey & Co. 2000 - 2012
Batterymarch Financial Management 1998 - 1999
Skills
Management Consulting, Business Strategy, Strategy, Business Transformation, Financial Modeling, Organizational Design, Business Process..., Analytics, Strategic Consulting
Education
Cranfield University - Cranfield School of Management 1997 — 1998
Master of Business Administration (MBA)
Brandix October 2013 - Present
McKinsey & Co. 2000 - 2012
Batterymarch Financial Management 1998 - 1999
Skills
Management Consulting, Business Strategy, Strategy, Business Transformation, Financial Modeling, Organizational Design, Business Process..., Analytics, Strategic Consulting
Education
Cranfield University - Cranfield School of Management 1997 — 1998
Master of Business Administration (MBA)
Tad Sherrill's Batterymarch Financial Management Experience July 2008 - January 2015
Job Senior Infrastructure Engineer at Atlantic Charter Insurance
Industry Financial Services
Experience
Atlantic Charter Insurance Inc May 2015 - Present
Batterymarch Financial Management July 2008 - January 2015
Grantham, Mayo, Van Otterloo April 1996 - June 2008
Skills
Active Directory, Windows, VMware, Architecture, ITIL, Linux, Storage, Windows Server 2008, Windows Server 2003, Data Center, VBScript, Powershell, Group Policy, DFS, Security Patch..., Solaris, Exchange 2010/2007/2003, Email Archiving, Spam Filtering, VMware ESX, Windows Server, VMware Infrastructure, Infrastructure, SAN, Disaster Recovery
Education
Rochester Institute of Technology
Masters, Software Developement and Management
Rochester Institute of Technology
Bachelors, Information Systems
Atlantic Charter Insurance Inc May 2015 - Present
Batterymarch Financial Management July 2008 - January 2015
Grantham, Mayo, Van Otterloo April 1996 - June 2008
Skills
Active Directory, Windows, VMware, Architecture, ITIL, Linux, Storage, Windows Server 2008, Windows Server 2003, Data Center, VBScript, Powershell, Group Policy, DFS, Security Patch..., Solaris, Exchange 2010/2007/2003, Email Archiving, Spam Filtering, VMware ESX, Windows Server, VMware Infrastructure, Infrastructure, SAN, Disaster Recovery
Education
Rochester Institute of Technology
Masters, Software Developement and Management
Rochester Institute of Technology
Bachelors, Information Systems
Clara Chan's Batterymarch Financial Management Experience July 2007 - June 2008
Job Assistant Vice President, Performance & Composite Service at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Eagle Investment Systems June 2008 - October 2011
Batterymarch Financial Management July 2007 - June 2008
French Press Coffee April 2005 - December 2007
Fidelity Investments June 2001 - June 2007
Skills
Entrepreneurship, Project Management, Mutual Funds, Investments, Bloomberg, Equities, Asset Managment, Financial Modeling, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Business Analysis, Financial Analysis, Securities, Trading, Investment Management, Risk Management, Performance Measurement, Management Consulting, Analytics, Series 7, Derivatives, Financial Services, Requirements Analysis, Process Improvement, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Leadership & Entrepreneurship
Babson College 1997 — 2001
Bachelor of Science, Finance, International Business
Wellington Management October 2011 - Present
Eagle Investment Systems June 2008 - October 2011
Batterymarch Financial Management July 2007 - June 2008
French Press Coffee April 2005 - December 2007
Fidelity Investments June 2001 - June 2007
Skills
Entrepreneurship, Project Management, Mutual Funds, Investments, Bloomberg, Equities, Asset Managment, Financial Modeling, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Business Analysis, Financial Analysis, Securities, Trading, Investment Management, Risk Management, Performance Measurement, Management Consulting, Analytics, Series 7, Derivatives, Financial Services, Requirements Analysis, Process Improvement, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Leadership & Entrepreneurship
Babson College 1997 — 2001
Bachelor of Science, Finance, International Business
Jonathan Ferber, CFA's Batterymarch Financial Management Experience January 2009 - June 2009
Job Corporate Actions Analyst at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2015 - Present
Institutional Capital May 2013 - January 2015
Institutional Capital July 2010 - April 2013
Batterymarch Financial Management January 2009 - June 2009
Wellington Management Company January 2008 - June 2008
Skills
Investments, Asset Managment, Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Equity Research, Valuation, Microsoft Excel, Asset Management, Accounting, Banking
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Accounting
William Blair & Company January 2015 - Present
Institutional Capital May 2013 - January 2015
Institutional Capital July 2010 - April 2013
Batterymarch Financial Management January 2009 - June 2009
Wellington Management Company January 2008 - June 2008
Skills
Investments, Asset Managment, Bloomberg, Mutual Funds, Equities, Fixed Income, Financial Analysis, Equity Research, Valuation, Microsoft Excel, Asset Management, Accounting, Banking
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Accounting
Michael Soares's Batterymarch Financial Management Experience 1996 - 2006
Job Consultant at Prime Buchholz
Industry Financial Services
Experience
Prime, Buchholz & Associates 2006 - Present
Batterymarch Financial Management 1996 - 2006
Skills
Quantitative Research, Equities, Portfolio Management, Asset Management
Education
Bentley University 1994 — 1996
MBA
University of Maine 1988 — 1992
BA
Prime, Buchholz & Associates 2006 - Present
Batterymarch Financial Management 1996 - 2006
Skills
Quantitative Research, Equities, Portfolio Management, Asset Management
Education
Bentley University 1994 — 1996
MBA
University of Maine 1988 — 1992
BA
Andy Rubin, CFA's Batterymarch Financial Management Experience June 2008 - August 2008
Job Institutional Portfolio Manager, Real Estate at Fidelity Management & Research Co. (FMR)
Industry Investment Management
Experience
Fidelity Management & Research Co. (FMR) August 2014 - Present
Fidelity Management and Research Co. (FMR) August 2010 - July 2014
Old Mutual Asset Management September 2009 - July 2010
Batterymarch Financial Management June 2008 - August 2008
Natixis Global Asset Management November 2003 - June 2007
Skills
Mutual Funds, Investment Strategies, Institutional Investors, Equities, Valuation, Hedge Funds, Portfolio Management, Investments, Investment Management, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
M.B.A.
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance, Spanish
Fidelity Management & Research Co. (FMR) August 2014 - Present
Fidelity Management and Research Co. (FMR) August 2010 - July 2014
Old Mutual Asset Management September 2009 - July 2010
Batterymarch Financial Management June 2008 - August 2008
Natixis Global Asset Management November 2003 - June 2007
Skills
Mutual Funds, Investment Strategies, Institutional Investors, Equities, Valuation, Hedge Funds, Portfolio Management, Investments, Investment Management, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
M.B.A.
Lehigh University - College of Business and Economics 1999 — 2003
B.S., Finance, Spanish
Jon S. Simon, CFA's Batterymarch Financial Management Experience July 2004 - July 2014
Job Client Relationship Manager at Arrowstreet Capital
Industry Investment Management
Experience
Arrowstreet Capital, L.P. October 2014 - Present
Batterymarch Financial Management July 2004 - July 2014
Barclays Global Investors (now BlackRock) March 2001 - November 2002
MFS Investment Management April 1994 - March 2001
Aetna 1992 - 1994
Skills
Relationship Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
Boston College 1987 — 1991
BS Finance
Arrowstreet Capital, L.P. October 2014 - Present
Batterymarch Financial Management July 2004 - July 2014
Barclays Global Investors (now BlackRock) March 2001 - November 2002
MFS Investment Management April 1994 - March 2001
Aetna 1992 - 1994
Skills
Relationship Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
Boston College 1987 — 1991
BS Finance
Stephanie Underhill's Batterymarch Financial Management Experience July 2008 - April 2014
Job Executive Assistant to the Deputy Provost at Harvard University
Industry Writing and Editing
Experience
Harvard University April 2014 - Present
Batterymarch Financial Management July 2008 - April 2014
Maui Media July 2008 - March 2009
Emerson College September 2006 - July 2008
Candlewick Press September 2007 - December 2007
Skills
Editing, Writing, Proofreading, Organization, Microsoft Office, Prioritisation, Problem Solving, Multi Tasking
Education
Emerson College 2004 — 2008
BA, Writing, Literature & Publishing
Harvard University April 2014 - Present
Batterymarch Financial Management July 2008 - April 2014
Maui Media July 2008 - March 2009
Emerson College September 2006 - July 2008
Candlewick Press September 2007 - December 2007
Skills
Editing, Writing, Proofreading, Organization, Microsoft Office, Prioritisation, Problem Solving, Multi Tasking
Education
Emerson College 2004 — 2008
BA, Writing, Literature & Publishing
Adam Zuckerberg's Batterymarch Financial Management Experience August 1999 - March 2009
Job Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management)
Industry Financial Services
Experience
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Caroline Boswell's Batterymarch Financial Management Experience 1973 - 1975
Job Director of Research and Sr. Associate Director, Development Services at Washington University
Industry Fund-Raising
Experience
Washington University May 1982 - Present
Harvard University 1976 - 1982
Batterymarch Financial Management 1973 - 1975
Skills
Philanthropy, Prospect Research, Annual Giving, Grant Writing, Stewardship, Higher Education, Alumni Relations, Data Analysis, Program Development, Research, Fundraising, Grants, Community Outreach, Volunteer Management, Nonprofits, Board Development, Proposal Writing, Non-profit..., Fundraisers
Education
Elmira College
B.A., Psychology
Saint Louis University
M.A., Social Psychology
Washington University in St. Louis
Washington University May 1982 - Present
Harvard University 1976 - 1982
Batterymarch Financial Management 1973 - 1975
Skills
Philanthropy, Prospect Research, Annual Giving, Grant Writing, Stewardship, Higher Education, Alumni Relations, Data Analysis, Program Development, Research, Fundraising, Grants, Community Outreach, Volunteer Management, Nonprofits, Board Development, Proposal Writing, Non-profit..., Fundraisers
Education
Elmira College
B.A., Psychology
Saint Louis University
M.A., Social Psychology
Washington University in St. Louis
Brett Pohl's Batterymarch Financial Management Experience February 2006 - February 2011
Job Chief Compliance Officer/Chief Operating Officer at Old Mutual Global Index Trackers
Industry Financial Services
Experience
Old Mutual Global Index Trackers February 2011 - Present
Batterymarch Financial Management February 2006 - February 2011
Fidelity Investments December 2003 - February 2006
Fidelity Investments September 2000 - December 2003
State Street Corporation February 1998 - September 2000
State Street Corporation August 1996 - February 1998
Skills
Mutual Funds
Education
Creighton University 1992 — 1996
BSBA, Finance
Beloit Memorial High School
Old Mutual Global Index Trackers February 2011 - Present
Batterymarch Financial Management February 2006 - February 2011
Fidelity Investments December 2003 - February 2006
Fidelity Investments September 2000 - December 2003
State Street Corporation February 1998 - September 2000
State Street Corporation August 1996 - February 1998
Skills
Mutual Funds
Education
Creighton University 1992 — 1996
BSBA, Finance
Beloit Memorial High School
Quazi Haque, CFA's Batterymarch Financial Management Experience September 2008 - July 2014
Job Software Engineer at Renaissance Technologies LLC
Industry Investment Management
Experience
Renaissance Technologies LLC July 2014 - Present
Batterymarch Financial Management September 2008 - July 2014
Galatea Associates May 2004 - September 2008
Charter Research, Inc. March 2000 - March 2003
Scudder Kemper Investments, Inc. September 1998 - March 2000
DST Belvedere Financial Systems March 1997 - September 1998
Banyan Systems January 1995 - March 1997
Skills
Financial Modeling, Trading Systems, Equities, Hedge Funds, SQL, Java, Securities, Investments, Perl, JavaScript, C#, Unix, C++, Equity Research, Fixed Income
Education
Cornell University 1990 — 1994
BS
Renaissance Technologies LLC July 2014 - Present
Batterymarch Financial Management September 2008 - July 2014
Galatea Associates May 2004 - September 2008
Charter Research, Inc. March 2000 - March 2003
Scudder Kemper Investments, Inc. September 1998 - March 2000
DST Belvedere Financial Systems March 1997 - September 1998
Banyan Systems January 1995 - March 1997
Skills
Financial Modeling, Trading Systems, Equities, Hedge Funds, SQL, Java, Securities, Investments, Perl, JavaScript, C#, Unix, C++, Equity Research, Fixed Income
Education
Cornell University 1990 — 1994
BS
Dragan Skoko's Batterymarch Financial Management Experience April 2009 - November 2014
Job Quantitative Strategist at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Self-employed February 2015 - May 2015
Batterymarch Financial Management April 2009 - November 2014
Wellington Management January 2007 - December 2008
PHZ Capital Partners December 2001 - January 2007
Skills
Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Portfolio Management, Alternative Investments, Asset Management, Financial Services, Equity Research, Bloomberg, Fixed Income, Asset Allocation, FX Options, Investment Management
Education
Radford University
B.S.
Colorado State University
Certificate In Statistical Methods
Fidelity Investments June 2015 - Present
Self-employed February 2015 - May 2015
Batterymarch Financial Management April 2009 - November 2014
Wellington Management January 2007 - December 2008
PHZ Capital Partners December 2001 - January 2007
Skills
Trading, Equities, Hedge Funds, Trading Systems, Equity Trading, Portfolio Management, Alternative Investments, Asset Management, Financial Services, Equity Research, Bloomberg, Fixed Income, Asset Allocation, FX Options, Investment Management
Education
Radford University
B.S.
Colorado State University
Certificate In Statistical Methods
Angelo Mangino, CFA's Batterymarch Financial Management Experience 2000 - 2014
Job Trading Professional
Industry Investment Management
Experience
Batterymarch Financial Management 2000 - 2014
Skills
Bloomberg, Citi BECS,..., Equities, FX trading, Quantitative Investing, Bloomberg, Hedge Funds, Asset Management, Investments, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Mutual Funds, Financial Modeling, Emerging Markets, Equity Trading
Education
Northeastern University 1993 — 1998
BS, Finance
Arlington Catholic High School 1989 — 1993
Batterymarch Financial Management 2000 - 2014
Skills
Bloomberg, Citi BECS,..., Equities, FX trading, Quantitative Investing, Bloomberg, Hedge Funds, Asset Management, Investments, Portfolio Management, Fixed Income, Equity Research, Alternative Investments, Mutual Funds, Financial Modeling, Emerging Markets, Equity Trading
Education
Northeastern University 1993 — 1998
BS, Finance
Arlington Catholic High School 1989 — 1993
Fran Tracy's Batterymarch Financial Management Experience 1991 - January 2015
Job President/CFO at Batterymarch Financial Management
Industry Financial Services
Experience
Batterymarch Financial Management 1991 - January 2015
EY 1984 - 1991
Skills
Asset Management, Portfolio Management, Investments, Finance, Alternative Investments, Mergers & Acquisitions, Financial Services, Financial Modeling, Equities, Hedge Funds, Due Diligence, Mutual Funds, Valuation
Education
Bentley University 1981 — 1983
Master's Degree, Taxation
Bentley University 1975 — 1979
Bachelor's Degree
Batterymarch Financial Management 1991 - January 2015
EY 1984 - 1991
Skills
Asset Management, Portfolio Management, Investments, Finance, Alternative Investments, Mergers & Acquisitions, Financial Services, Financial Modeling, Equities, Hedge Funds, Due Diligence, Mutual Funds, Valuation
Education
Bentley University 1981 — 1983
Master's Degree, Taxation
Bentley University 1975 — 1979
Bachelor's Degree
Chad Tortorello's Batterymarch Financial Management Experience January 2006 - June 2006
Job Global Corporate Underwriter at Zurich North America
Industry Insurance
Experience
Zurich North America December 2013 - June 2015
Torus Insurance (UK) Ltd October 2009 - November 2013
Shelterwood Financial Services August 2008 - October 2008
Paperjam Records October 2007 - January 2008
Batterymarch Financial Management January 2006 - June 2006
John Hancock January 2005 - June 2005
Liberty Mutual Insurance January 2004 - June 2004
Skills
Insurance, Underwriting, Analysis, Financial Analysis, Business Analysis, Microsoft Excel, Microsoft Office, RMS
Education
Northeastern University 2002 — 2007
Bachelor of Science in Business Administration, Finance and Insurance, Entrepreneurship
Zurich North America December 2013 - June 2015
Torus Insurance (UK) Ltd October 2009 - November 2013
Shelterwood Financial Services August 2008 - October 2008
Paperjam Records October 2007 - January 2008
Batterymarch Financial Management January 2006 - June 2006
John Hancock January 2005 - June 2005
Liberty Mutual Insurance January 2004 - June 2004
Skills
Insurance, Underwriting, Analysis, Financial Analysis, Business Analysis, Microsoft Excel, Microsoft Office, RMS
Education
Northeastern University 2002 — 2007
Bachelor of Science in Business Administration, Finance and Insurance, Entrepreneurship
Langton (Tony) Garvin, CFA's Batterymarch Financial Management Experience 2001 - 2004
Job Experienced investment professional with record of success in research, portfolio management and business development
Industry Investment Management
Experience
F-Squared Investments 2013 - 2015
First Quadrant 2012 - 2012
Franklin Portfolio Associates / Mellon Capital Management 2004 - 2011
Batterymarch Financial Management 2001 - 2004
Grantham Mayo Van Otterloo (GMO) 1996 - 2001
Nichols Research Corporation 1986 - 1996
Education
Massachusetts Institute of Technology 1991 — 1992
Post-Graduate Coursework, Quantum Statistical Physics
University of Massachusetts, Amherst 1981 — 1986
MS, Physics
Skidmore College 1973 — 1977
BS, Business
F-Squared Investments 2013 - 2015
First Quadrant 2012 - 2012
Franklin Portfolio Associates / Mellon Capital Management 2004 - 2011
Batterymarch Financial Management 2001 - 2004
Grantham Mayo Van Otterloo (GMO) 1996 - 2001
Nichols Research Corporation 1986 - 1996
Education
Massachusetts Institute of Technology 1991 — 1992
Post-Graduate Coursework, Quantum Statistical Physics
University of Massachusetts, Amherst 1981 — 1986
MS, Physics
Skidmore College 1973 — 1977
BS, Business
Thomas Linkas's Batterymarch Financial Management Experience February 1990 - December 2012
Job Investment Mgt
Industry Investment Management
Experience
Batterymarch Financial Management February 1990 - December 2012
Skills
Investments, Equities, Asset Managment, Portfolio Management, Emerging Markets, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1972 — 1973
MS, management
Massachusetts Institute of Technology 1969 — 1970
MS, Aeronautics and Astronautics
Massachusetts Institute of Technology 1965 — 1969
BS, Aeronautics and Astronautics
Batterymarch Financial Management February 1990 - December 2012
Skills
Investments, Equities, Asset Managment, Portfolio Management, Emerging Markets, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1972 — 1973
MS, management
Massachusetts Institute of Technology 1969 — 1970
MS, Aeronautics and Astronautics
Massachusetts Institute of Technology 1965 — 1969
BS, Aeronautics and Astronautics
Tania Zouikin's Batterymarch Financial Management Experience 1992 - 2002
Job Independent NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
20-20 Investment Association ChairmanBatterymarch Financial Management2002 - 2007
Batterymarch Financial Management 1992 - 2002
Batterymarch:Canada 1985 - 1995
Skills
Alternative Investments, Investment Strategies, Investment Management, Mutual Funds, Asset Management, Investments, Financial Modeling, Portfolio Management, Emerging Markets, Entrepreneurship, Asset Managment, Hedge Funds, Start-ups, Equities, Valuation, Asset Allocation, Private Equity, Fixed Income, Bloomberg, Equity Trading, Securities, Trading, Venture Capital, Economics
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1982
SM, Finance
McGill University
BA, Mathematics
20-20 Investment Association ChairmanBatterymarch Financial Management2002 - 2007
Batterymarch Financial Management 1992 - 2002
Batterymarch:Canada 1985 - 1995
Skills
Alternative Investments, Investment Strategies, Investment Management, Mutual Funds, Asset Management, Investments, Financial Modeling, Portfolio Management, Emerging Markets, Entrepreneurship, Asset Managment, Hedge Funds, Start-ups, Equities, Valuation, Asset Allocation, Private Equity, Fixed Income, Bloomberg, Equity Trading, Securities, Trading, Venture Capital, Economics
Education
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1982
SM, Finance
McGill University
BA, Mathematics
Anthony Sylvester's Batterymarch Financial Management Experience January 2005 - March 2009
Job Financial Services
Industry Investment Management
Experience
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Brown Brothers Harriman July 2010 - Present
Batterymarch Financial Management January 2005 - March 2009
Mellon Global Security Services 2003 - 2005
Conning Asset Management 2001 - 2001
Aeltus Investment Management 1999 - 2000
Education
The University of Connecticut School of Business 2000 — 2002
MBA
University of Connecticut 1997 — 2000
BS
Janet (Wu) Cook's Batterymarch Financial Management Experience September 1993 - October 2014
Job Global Equity Trader
Industry Investment Management
Experience
Batterymarch Financial Management September 1993 - October 2014
Batterymarch Financial Management January 1990 - September 1993
Putnam Investments 1989 - 1990
United Nations Association of Greater Boston 1988 - 1989
Skills
Trading, Hedge Funds, Alternative Investments, Equity Research, Investment Management, Bloomberg, Investment Strategies, Equity Trading, Trading Systems, Securities, Emerging Markets, ETFs, Capital Markets, Electronic Trading, Buy-side, Financial Services
Education
Babson College 1986 — 1988
Bachelor's Degree, Finance and Quantitative Methods
Wheaton College (MA) 1984 — 1986
Mathematics
Batterymarch Financial Management September 1993 - October 2014
Batterymarch Financial Management January 1990 - September 1993
Putnam Investments 1989 - 1990
United Nations Association of Greater Boston 1988 - 1989
Skills
Trading, Hedge Funds, Alternative Investments, Equity Research, Investment Management, Bloomberg, Investment Strategies, Equity Trading, Trading Systems, Securities, Emerging Markets, ETFs, Capital Markets, Electronic Trading, Buy-side, Financial Services
Education
Babson College 1986 — 1988
Bachelor's Degree, Finance and Quantitative Methods
Wheaton College (MA) 1984 — 1986
Mathematics
Brian E McAlpine, CFA's Batterymarch Financial Management Experience April 2007 - June 2013
Job Portfolio Controller
Industry Investment Management
Experience
Harvard Management Company June 2013 - Present
Batterymarch Financial Management April 2007 - June 2013
Investors Bank & Trust May 2006 - April 2007
State Street September 2004 - April 2006
Skills
Investment Strategies, Bloomberg, Equities, Investments, Investment Management, Alternative Investments, Valuation, Hedging, Portfolio Management, Accounting, Cash Flow, Tableau
Education
Providence College 2000 — 2004
BS, Finance
Harvard Management Company June 2013 - Present
Batterymarch Financial Management April 2007 - June 2013
Investors Bank & Trust May 2006 - April 2007
State Street September 2004 - April 2006
Skills
Investment Strategies, Bloomberg, Equities, Investments, Investment Management, Alternative Investments, Valuation, Hedging, Portfolio Management, Accounting, Cash Flow, Tableau
Education
Providence College 2000 — 2004
BS, Finance
Kate Nunziata Ruebenacker's Batterymarch Financial Management Experience September 1996 - September 1998
Job Regional Vice President of Sales
Industry Telecommunications
Experience
InterCall February 2012 - Present
InterCall September 2009 - January 2012
InterCall September 1998 - June 2006
Batterymarch Financial Management September 1996 - September 1998
Morgan Stanley September 1995 - September 1996
Education
Boston College
InterCall February 2012 - Present
InterCall September 2009 - January 2012
InterCall September 1998 - June 2006
Batterymarch Financial Management September 1996 - September 1998
Morgan Stanley September 1995 - September 1996
Education
Boston College
Mark Pepjonovich's Batterymarch Financial Management Experience June 2010 - December 2010
Job Senior Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2013 - Present
Brown Brothers Harriman July 2011 - July 2013
Batterymarch Financial Management June 2010 - December 2010
FlyPrivate June 2008 - December 2008
Skills
Mutual Funds, Microsoft Excel, Investments, Financial Analysis, Bloomberg, Microsoft Office, Negotiation, PowerPoint, Financial Modeling, Analysis, Market Research, Portfolio Management, Securities, Asset Managment, Microsoft Word, Bloomberg Terminal
Education
Northeastern University
Master of Business Administration (MBA)
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Management
Boston College High School
Cambridge Associates July 2013 - Present
Brown Brothers Harriman July 2011 - July 2013
Batterymarch Financial Management June 2010 - December 2010
FlyPrivate June 2008 - December 2008
Skills
Mutual Funds, Microsoft Excel, Investments, Financial Analysis, Bloomberg, Microsoft Office, Negotiation, PowerPoint, Financial Modeling, Analysis, Market Research, Portfolio Management, Securities, Asset Managment, Microsoft Word, Bloomberg Terminal
Education
Northeastern University
Master of Business Administration (MBA)
Northeastern University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Management
Boston College High School
David W. Lazenby's Batterymarch Financial Management Experience 1987 - 2014
Job Experienced Investment Management Professional
Industry Investment Management
Experience
Batterymarch Financial Management 1987 - 2014
Skills
Investments, Portfolio Management, Equities, Asset Management, Valuation, Emerging Markets, Latin America, Mutual Funds, Equity Research, Hedge Funds, Alternative Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1987
Brigham Young University 1981 — 1986
Bachelor of Science (BS), Accounting
Batterymarch Financial Management 1987 - 2014
Skills
Investments, Portfolio Management, Equities, Asset Management, Valuation, Emerging Markets, Latin America, Mutual Funds, Equity Research, Hedge Funds, Alternative Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1987
Brigham Young University 1981 — 1986
Bachelor of Science (BS), Accounting
Christopher Guarnotta's Batterymarch Financial Management Experience October 2007 - July 2014
Job Senior Account Manager at Numeric Investors
Industry Investment Management
Experience
Numeric Investors July 2014 - Present
Batterymarch Financial Management October 2007 - July 2014
State Street Bank January 2007 - October 2007
State Street Bank September 2005 - December 2006
State Street Bank June 2004 - August 2005
Howard Stein/Hudson Associates 1999 - 2002
Skills
Equities, Finance, Investments, Bloomberg, Securities, Accounting, Mutual Funds, Financial Services, Financial Risk, Settlement, Problem Solving, Training, Communication, Alternative Investments, Hedge Funds
Education
Providence College 2000 — 2004
BS, Management
Boston Latin School 1996 — 2000
Numeric Investors July 2014 - Present
Batterymarch Financial Management October 2007 - July 2014
State Street Bank January 2007 - October 2007
State Street Bank September 2005 - December 2006
State Street Bank June 2004 - August 2005
Howard Stein/Hudson Associates 1999 - 2002
Skills
Equities, Finance, Investments, Bloomberg, Securities, Accounting, Mutual Funds, Financial Services, Financial Risk, Settlement, Problem Solving, Training, Communication, Alternative Investments, Hedge Funds
Education
Providence College 2000 — 2004
BS, Management
Boston Latin School 1996 — 2000
Steve Lanzendorf's Batterymarch Financial Management Experience Director of Quantitative StrategiesIndependence InvestmentsDecember 1994 - December 2005
Job Deputy Chief Investment Officer at Batterymarch Financial Management
Industry Investment Management
Experience
Batterymarch Financial Management Director of Quantitative StrategiesIndependence InvestmentsDecember 1994 - December 2005
Colonial Management June 1985 - December 1994
Skills
Portfolio Management, Emerging Markets, Fixed Income, Bloomberg, Equities, Analysis, Bonds, Asset Management, Alternative Investments, Fund Of Funds, Investments, Hedge Funds
Education
Massachusetts Institute of Technology
BS,MS, Nuclear Engineering
Batterymarch Financial Management Director of Quantitative StrategiesIndependence InvestmentsDecember 1994 - December 2005
Colonial Management June 1985 - December 1994
Skills
Portfolio Management, Emerging Markets, Fixed Income, Bloomberg, Equities, Analysis, Bonds, Asset Management, Alternative Investments, Fund Of Funds, Investments, Hedge Funds
Education
Massachusetts Institute of Technology
BS,MS, Nuclear Engineering
John Vietz's Batterymarch Financial Management Experience July 2003 - March 2010
Job International Equity Investor with experience in both quantitative and fundamental analysis
Industry Investment Management
Experience
Batterymarch Financial Management July 2003 - March 2010
Manning & Napier Advisors July 1999 - August 2001
Habitat for Humanity International July 1998 - June 1999
BARRA RogersCasey August 1994 - June 1998
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
BS, International Management
Batterymarch Financial Management July 2003 - March 2010
Manning & Napier Advisors July 1999 - August 2001
Habitat for Humanity International July 1998 - June 1999
BARRA RogersCasey August 1994 - June 1998
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
BS, International Management
Jill Ennis's Batterymarch Financial Management Experience January 2009 - January 2009
Job Administrative Assistant at Essex National Heritage Commission
Industry Business Supplies and Equipment
Experience
Essex National Heritage Commission January 2012 - Present
Shaw's Supermarkets August 2009 - September 2010
Eastern Bank May 2010 - August 2010
Norwegian Cruise Line June 2009 - August 2009
Batterymarch Financial Management January 2009 - January 2009
Skills
Microsoft Office, Excel, Word, Customer Service, PowerPoint, PHP, C++, phpMyAdmin, XML
Education
Endicott College 2008 — 2012
Bachelor of Science (BS), Business Administration Management Concentration
Essex National Heritage Commission January 2012 - Present
Shaw's Supermarkets August 2009 - September 2010
Eastern Bank May 2010 - August 2010
Norwegian Cruise Line June 2009 - August 2009
Batterymarch Financial Management January 2009 - January 2009
Skills
Microsoft Office, Excel, Word, Customer Service, PowerPoint, PHP, C++, phpMyAdmin, XML
Education
Endicott College 2008 — 2012
Bachelor of Science (BS), Business Administration Management Concentration
Cindy Snow's Batterymarch Financial Management Experience January 1990 - March 1992
Job Kitchen Staff / Cashier at Chartwell Food Services, (a division of The Compass Group)
Industry Cosmetics
Experience
Chartwell Food Services, (a division of The Compass Group) May 2014 - Present
Avon Products November 2008 - Present
Staples July 2012 - January 2014
North Haven Department of Education October 2007 - June 2012
Brock Enterprises Inc May 1999 - November 2008
Merrill Lynch April 1994 - May 1999
Batterymarch Financial Management January 1990 - March 1992
Skills
Sales, Beauty Industry, Cosmetics, Personal Care, Skin Care, Fragrance, Home Based Business, Makeup Artistry, Merchandising, Fashion, Retail, Small Business, Gifts, Direct Sales, Leadership, Marketing, Customer Service, Training, Inventory Management, Consumer Products, Sales Management, Team Building, Coaching
Education
Marinello Schools of Beauty-Connecticut 2014 — 2014
Certificate, Make Up Artistry
Ryerson University 1983 — 1987
Bachelor of Applied Arts, Administration and Information Mgmt
Chartwell Food Services, (a division of The Compass Group) May 2014 - Present
Avon Products November 2008 - Present
Staples July 2012 - January 2014
North Haven Department of Education October 2007 - June 2012
Brock Enterprises Inc May 1999 - November 2008
Merrill Lynch April 1994 - May 1999
Batterymarch Financial Management January 1990 - March 1992
Skills
Sales, Beauty Industry, Cosmetics, Personal Care, Skin Care, Fragrance, Home Based Business, Makeup Artistry, Merchandising, Fashion, Retail, Small Business, Gifts, Direct Sales, Leadership, Marketing, Customer Service, Training, Inventory Management, Consumer Products, Sales Management, Team Building, Coaching
Education
Marinello Schools of Beauty-Connecticut 2014 — 2014
Certificate, Make Up Artistry
Ryerson University 1983 — 1987
Bachelor of Applied Arts, Administration and Information Mgmt
Kaitlyn C. Tuttle's Batterymarch Financial Management Experience April 2011 - January 2015
Job Corporate Action Administrator at Batterymarch Financial Management
Industry Financial Services
Experience
Batterymarch Financial Management April 2011 - January 2015
State Street September 2006 - April 2011
State Street April 2005 - September 2006
Skills
Bloomberg, Corporate Actions, Fixed Income, Securities, Asset Management, Valuation, Equity Research, Financial Services, Equities, Fund Accounting, Restaurant Management, Financial Risk, Private Equity, Financial Analysis, Finance, Asset Managment, SWIFTs, Performance Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Global Management
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), International Business, Marketing, cum laude
Batterymarch Financial Management April 2011 - January 2015
State Street September 2006 - April 2011
State Street April 2005 - September 2006
Skills
Bloomberg, Corporate Actions, Fixed Income, Securities, Asset Management, Valuation, Equity Research, Financial Services, Equities, Fund Accounting, Restaurant Management, Financial Risk, Private Equity, Financial Analysis, Finance, Asset Managment, SWIFTs, Performance Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Global Management
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), International Business, Marketing, cum laude
Marcia Ryan's Batterymarch Financial Management Experience October 1988 - February 1997
Job Assistant Director of Supervised Ministry and Community Engagement
Industry Education Management
Experience
Boston College 2012 - Present
Martingale Asset Management February 1997 - May 2001
Batterymarch Financial Management October 1988 - February 1997
Education
Boston College 2007 — 2011
School of Theology, Master of Arts (M.A.), Social Justice
Suffolk University - Sawyer Business School 1988 — 1993
Master of Business Administration (M.B.A.)
Albertus Magnus College 1981 — 1985
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Boston College 2012 - Present
Martingale Asset Management February 1997 - May 2001
Batterymarch Financial Management October 1988 - February 1997
Education
Boston College 2007 — 2011
School of Theology, Master of Arts (M.A.), Social Justice
Suffolk University - Sawyer Business School 1988 — 1993
Master of Business Administration (M.B.A.)
Albertus Magnus College 1981 — 1985
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY