Bear Stearns Asset Management
Industry: Company
DescriptionFounded: 1984 Parent organizations: Bear Stearns Companies LLC, JPMorgan Asset Management Holdings Inc Subsidiaries: BSC Employee Fund VIII (Cayman) LP,
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Bear Stearns Asset Management Employees
Employee
Years
Job
Industry
Jeffrey Guberman Jeffrey Guberman's Bear Stearns Asset Management Experience February 2004 - September 2008
Job Research Analyst at Nielsen Company
Industry Automotive
Experience
Nielsen Company March 2014 - Present
Grain Audio September 2011 - February 2014
Vanderbilt Avenue Asset Management November 2010 - September 2011
Bear Stearns Asset Management February 2004 - September 2008
Skills
Digital Marketing, Marketing Strategy, Analytics, Social Media, Digital Media, Management, Product Development, Advertising, Analysis, Facebook, Competitive Analysis, Market Research, Marketing Research, Portfolio Management, Fixed Income, Sales, Investments, Marketing
Education
The George Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and International Business
Nielsen Company March 2014 - Present
Grain Audio September 2011 - February 2014
Vanderbilt Avenue Asset Management November 2010 - September 2011
Bear Stearns Asset Management February 2004 - September 2008
Skills
Digital Marketing, Marketing Strategy, Analytics, Social Media, Digital Media, Management, Product Development, Advertising, Analysis, Facebook, Competitive Analysis, Market Research, Marketing Research, Portfolio Management, Fixed Income, Sales, Investments, Marketing
Education
The George Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and International Business
Renee Jarvis Renee Jarvis's Bear Stearns Asset Management Experience May 2005 - December 2008
Job Director, Ministry Projects and Volunteer Services at Emmanuel Baptist Church of Brooklyn, NY
Industry Nonprofit Organization Management
Experience
Emmanuel Baptist Church, Brooklyn, NY September 2010 - Present
Bear Stearns Asset Management May 2005 - December 2008
Lehman Brothers August 1988 - August 2001
Skills
Hedge Funds, Finance, Risk Management, Trading, Bloomberg, Marketing, Event Planning, Editing, Account Reconciliation, Asset Management, Strategy, Fundraising, Portfolio Management, Corporate Actions, Fixed Income, Securities, Public Speaking, Mutual Funds, Financial Services, Investments, Accounting, Alternative Investments, Equities, Asset Managment, Investment Management, Series 7, Asset Allocation, Derivatives, Investment Strategies, Back Office, Investment Banking, Options, Administration, Budgets, Capital Markets, Client Services, Financial Analysis, Financial Markets, Financial Modeling, Investment Advisory, Leadership, Middle Office, Private Equity, Recording, Swaps, Trading Systems, Valuation, Wealth Management
Education
University at Albany, SUNY 1977 — 1981
Emmanuel Baptist Church, Brooklyn, NY September 2010 - Present
Bear Stearns Asset Management May 2005 - December 2008
Lehman Brothers August 1988 - August 2001
Skills
Hedge Funds, Finance, Risk Management, Trading, Bloomberg, Marketing, Event Planning, Editing, Account Reconciliation, Asset Management, Strategy, Fundraising, Portfolio Management, Corporate Actions, Fixed Income, Securities, Public Speaking, Mutual Funds, Financial Services, Investments, Accounting, Alternative Investments, Equities, Asset Managment, Investment Management, Series 7, Asset Allocation, Derivatives, Investment Strategies, Back Office, Investment Banking, Options, Administration, Budgets, Capital Markets, Client Services, Financial Analysis, Financial Markets, Financial Modeling, Investment Advisory, Leadership, Middle Office, Private Equity, Recording, Swaps, Trading Systems, Valuation, Wealth Management
Education
University at Albany, SUNY 1977 — 1981
Doug Strott Doug Strott's Bear Stearns Asset Management Experience 2000 - 2002
Job Experienced Mutual Fund and Bank Wealth Management Professional
Industry Investment Management
Experience
Dimensional Fund Advisors 2007 - 2011
Union Federal Bank 2003 - 2007
American Express 2002 - 2003
Bear Stearns Asset Management 2000 - 2002
Bank One Investment Advisors 1995 - 2000
Skills
Series 65, Wealth Management, Planning, Investments, Securities, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Mutual Funds, Credit, Loans, Customer Relations, Institutional, Asset Allocation, Risk Management, Banking, Mergers, Financial Analysis, Estate Planning, Financial Reporting, Due Diligence, Investment Advisory, 401k, Strategic Planning, Insurance, Budgeting, Compliance, Negotiation, Team Building, Asset Managment, Mergers & Acquisitions, Customer Service, ETFs, Separately Managed..., Investment Strategies, Investment Management, Life Insurance, Fixed Annuities, Alternative Investments, Wealth Management..., Equities, Financial Services, Fixed Income, Private Banking, Series 7
Education
University of Pittsburgh 1983 — 1987
BA, Finance/International Studies
Dimensional Fund Advisors 2007 - 2011
Union Federal Bank 2003 - 2007
American Express 2002 - 2003
Bear Stearns Asset Management 2000 - 2002
Bank One Investment Advisors 1995 - 2000
Skills
Series 65, Wealth Management, Planning, Investments, Securities, Asset Management, Portfolio Management, Retirement Planning, Financial Planning, Mutual Funds, Credit, Loans, Customer Relations, Institutional, Asset Allocation, Risk Management, Banking, Mergers, Financial Analysis, Estate Planning, Financial Reporting, Due Diligence, Investment Advisory, 401k, Strategic Planning, Insurance, Budgeting, Compliance, Negotiation, Team Building, Asset Managment, Mergers & Acquisitions, Customer Service, ETFs, Separately Managed..., Investment Strategies, Investment Management, Life Insurance, Fixed Annuities, Alternative Investments, Wealth Management..., Equities, Financial Services, Fixed Income, Private Banking, Series 7
Education
University of Pittsburgh 1983 — 1987
BA, Finance/International Studies
Thomas G. McGann Thomas G. McGann's Bear Stearns Asset Management Experience February 2008 - March 2010
Job Clinician (CASAC T ) at North Crown Heights Family Outreach
Industry Mental Health Care
Experience
North Crown Heights Family Outreach Center February 2014 - Present
Recovery Coach NYC June 2013 - Present
SwimFree February 2010 - Present
Iceberg Athletic July 2007 - Present
FutureDemographics January 2007 - Present
Project Renewal August 2013 - January 2014
Bear Stearns Asset Management February 2008 - March 2010
coney island polar bear club 1990 - 2010
State University of New York January 2003 - December 2008
Citisoft 2007 - 2007
Skills
Asset Managment, Portfolio Management, Mutual Funds, Series 7, Investment Management, Trading, Financial Services, Financial Markets, Program Management, Leadership, Business Strategy, Management, Asset Management, Fixed Income, Equities, Securities, Investments, Analysis, Capital Markets, Management Consulting, Risk Management, Asset Allocation, Wealth Management, Alternative Investments
Education
University of Phoenix 2004 — 2012
DM, Leadership
State University of New York 2003 — 2008
Instructor
The New School 2002 — 2003
MA, Economics
The New School 1998 — 2001
BA, Economics
North Crown Heights Family Outreach Center February 2014 - Present
Recovery Coach NYC June 2013 - Present
SwimFree February 2010 - Present
Iceberg Athletic July 2007 - Present
FutureDemographics January 2007 - Present
Project Renewal August 2013 - January 2014
Bear Stearns Asset Management February 2008 - March 2010
coney island polar bear club 1990 - 2010
State University of New York January 2003 - December 2008
Citisoft 2007 - 2007
Skills
Asset Managment, Portfolio Management, Mutual Funds, Series 7, Investment Management, Trading, Financial Services, Financial Markets, Program Management, Leadership, Business Strategy, Management, Asset Management, Fixed Income, Equities, Securities, Investments, Analysis, Capital Markets, Management Consulting, Risk Management, Asset Allocation, Wealth Management, Alternative Investments
Education
University of Phoenix 2004 — 2012
DM, Leadership
State University of New York 2003 — 2008
Instructor
The New School 2002 — 2003
MA, Economics
The New School 1998 — 2001
BA, Economics
Chris Loveless Chris Loveless's Bear Stearns Asset Management Experience October 2001 - June 2007
Job President & COO at O'Shaughnessy Asset Management, LLC
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC June 2007 - Present
Bear Stearns Asset Management October 2001 - June 2007
Netfolio December 1999 - September 2001
O'Shaughnessy Capital Management, Inc March 1997 - December 1999
Merrill Lynch July 1994 - March 1997
Sig Ep Fraternity 1993 - 1994
Skills
Asset Management, Equities, Institutional, Mutual Funds, Investments
Education
Texas Tech University 1988 — 1993
BA
O'Shaughnessy Asset Management, LLC June 2007 - Present
Bear Stearns Asset Management October 2001 - June 2007
Netfolio December 1999 - September 2001
O'Shaughnessy Capital Management, Inc March 1997 - December 1999
Merrill Lynch July 1994 - March 1997
Sig Ep Fraternity 1993 - 1994
Skills
Asset Management, Equities, Institutional, Mutual Funds, Investments
Education
Texas Tech University 1988 — 1993
BA
Dan Wachtel Dan Wachtel's Bear Stearns Asset Management Experience August 2005 - January 2006
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch March 2014 - Present
Harbour Capital Partners November 2011 - Present
Morgan Stanley Investment Management February 2013 - November 2014
GR&R Deep Value Fund October 2008 - October 2009
Wynston Hill Capital, LLC October 2008 - October 2009
Oppenheimer & Co. Inc. November 2006 - August 2008
Bear Stearns Asset Management August 2005 - January 2006
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education
William Paterson University of New Jersey- Christos M. Cotsakos College of Business 2005 — 2008
Bachelor of Science (BS), Finance
Saint Augustine Prep 1998 — 2002
Merrill Lynch March 2014 - Present
Harbour Capital Partners November 2011 - Present
Morgan Stanley Investment Management February 2013 - November 2014
GR&R Deep Value Fund October 2008 - October 2009
Wynston Hill Capital, LLC October 2008 - October 2009
Oppenheimer & Co. Inc. November 2006 - August 2008
Bear Stearns Asset Management August 2005 - January 2006
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education
William Paterson University of New Jersey- Christos M. Cotsakos College of Business 2005 — 2008
Bachelor of Science (BS), Finance
Saint Augustine Prep 1998 — 2002
Eric Tepper's Bear Stearns Asset Management Experience 1997 - 2008
Job Regional Director, Managing Director – Banking & Wealth Management, NYC Metro at JPMorgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
Lonny Kandel Lonny Kandel's Bear Stearns Asset Management Experience August 2006 - October 2007
Job Investment Advisor & Principal at Johnston & Associates, Inc.
Industry Investment Management
Experience
Johnston & Associates, Inc. September 2015 - Present
Obermeyer Wood Investment Counsel, LLLP October 2014 - August 2015
Obermeyer Asset Management Company November 2007 - September 2014
Bear Stearns Asset Management August 2006 - October 2007
Janus Capital Group April 1991 - July 2006
Janus Capital April 1991 - July 2006
Janus Capital Management April 1991 - July 2006
Skills
Asset Management, Investments, Mutual Funds, Asset Managment, Wealth Management, Investment Advisory, New Business Development, Asset Allocation, Institutional, Relationship Management, Retirement, Financial Services, Alternative Investments, Business Development, Equity Research, Bonds, Financial Advisory, Wholesale, Equities, Series 63, Securities, 401k, Retirement Planning, Private Equity, Series 7, Customer Service, Fixed Income, Separately Managed..., Investment Strategies, Investment Management, Capital Markets, ETFs, Wealth Management..., Institutional..., Fund Of Funds, Portfolio Management, Series 24, FINRA, Series 6, Series 65, Hedge Funds, Investor Relations, High Net Worth..., Client Services, Options, Customer Relations, Wholesaling, Client Service, RIA, Equity Trading
Education
University of Colorado at Boulder 1982 — 1988
Bachelor of Science, Finance and Marketing
Johnston & Associates, Inc. September 2015 - Present
Obermeyer Wood Investment Counsel, LLLP October 2014 - August 2015
Obermeyer Asset Management Company November 2007 - September 2014
Bear Stearns Asset Management August 2006 - October 2007
Janus Capital Group April 1991 - July 2006
Janus Capital April 1991 - July 2006
Janus Capital Management April 1991 - July 2006
Skills
Asset Management, Investments, Mutual Funds, Asset Managment, Wealth Management, Investment Advisory, New Business Development, Asset Allocation, Institutional, Relationship Management, Retirement, Financial Services, Alternative Investments, Business Development, Equity Research, Bonds, Financial Advisory, Wholesale, Equities, Series 63, Securities, 401k, Retirement Planning, Private Equity, Series 7, Customer Service, Fixed Income, Separately Managed..., Investment Strategies, Investment Management, Capital Markets, ETFs, Wealth Management..., Institutional..., Fund Of Funds, Portfolio Management, Series 24, FINRA, Series 6, Series 65, Hedge Funds, Investor Relations, High Net Worth..., Client Services, Options, Customer Relations, Wholesaling, Client Service, RIA, Equity Trading
Education
University of Colorado at Boulder 1982 — 1988
Bachelor of Science, Finance and Marketing
Sean Danahy's Bear Stearns Asset Management Experience July 2006 - December 2008
Job Treasury VP at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
China Construction Bank May 2014 - January 2015
Goldman Sachs May 2013 - May 2014
UBS January 2013 - April 2013
Nomura September 2010 - October 2011
WisdomTree Asset Management December 2008 - September 2010
Bear Stearns Asset Management July 2006 - December 2008
Skills
FX Options, Capital Markets, Equities, Electronic Trading, Currency, Swaps, Investments, Equity Derivatives, Macroeconomics, Asset Management, ETFs, Global Macro, Fixed Income, Bloomberg, Portfolio Management, Hedge Funds, Alternative Investments, Series 7, Series 63, Series 3, FX, International Equities, Emerging Markets, Derivatives, Forwards, Commodities, Institutional Clients, Tactical Asset..., Research, Excel, Reuters, CRM software, Dodd-Frank, Institutional Sales, ISDA, Institutional..., FINRA, Commodity, Microsoft Excel
Education
University of North Florida - College of Business Administration
BA, Investments Finance & Financial Planning
JPMorgan Chase & Co. March 2015 - Present
China Construction Bank May 2014 - January 2015
Goldman Sachs May 2013 - May 2014
UBS January 2013 - April 2013
Nomura September 2010 - October 2011
WisdomTree Asset Management December 2008 - September 2010
Bear Stearns Asset Management July 2006 - December 2008
Skills
FX Options, Capital Markets, Equities, Electronic Trading, Currency, Swaps, Investments, Equity Derivatives, Macroeconomics, Asset Management, ETFs, Global Macro, Fixed Income, Bloomberg, Portfolio Management, Hedge Funds, Alternative Investments, Series 7, Series 63, Series 3, FX, International Equities, Emerging Markets, Derivatives, Forwards, Commodities, Institutional Clients, Tactical Asset..., Research, Excel, Reuters, CRM software, Dodd-Frank, Institutional Sales, ISDA, Institutional..., FINRA, Commodity, Microsoft Excel
Education
University of North Florida - College of Business Administration
BA, Investments Finance & Financial Planning
Nick Prata Nick Prata's Bear Stearns Asset Management Experience September 1997 - December 1998
Job Supplier Management Lead at Barclaycard
Industry Banking
Experience
Barclaycard June 2012 - Present
Barclays Bank January 2006 - Present
Bear Stearns Asset Management September 1997 - December 1998
Skills
Vendor Management, Vendor Relationships, Analysis, Operations Management, Fraud, Fraud Detection, Customer Experience, Customer Retention, Customer Service, Customer Satisfaction, Sourcing, Strategic Sourcing, Global Sourcing, Strategic Planning, Employee Relations, Project Planning, Project Management, Project Delivery
Education
University of Delaware 1987 — 1992
BA, Poly Sci IR
Barclaycard June 2012 - Present
Barclays Bank January 2006 - Present
Bear Stearns Asset Management September 1997 - December 1998
Skills
Vendor Management, Vendor Relationships, Analysis, Operations Management, Fraud, Fraud Detection, Customer Experience, Customer Retention, Customer Service, Customer Satisfaction, Sourcing, Strategic Sourcing, Global Sourcing, Strategic Planning, Employee Relations, Project Planning, Project Management, Project Delivery
Education
University of Delaware 1987 — 1992
BA, Poly Sci IR
Shawn Nolan Shawn Nolan's Bear Stearns Asset Management Experience May 2000 - June 2006
Job Vice President, Financial Advisor at JP Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Folio Dynamix July 2014 - February 2015
Citi June 2006 - March 2014
Bear Stearns Asset Management May 2000 - June 2006
Bear Stearns February 1998 - June 2006
Bear Stearns July 1998 - May 2000
Bear Stearns February 1998 - July 1998
Education
Stony Brook University 1993 — 1997
BA, Political Science / International Relations
US Army Reserves 1994 — 2002
Combat Medical Specialist / EMT, Emergency Medicine, Honors
J.P. Morgan July 2015 - Present
Folio Dynamix July 2014 - February 2015
Citi June 2006 - March 2014
Bear Stearns Asset Management May 2000 - June 2006
Bear Stearns February 1998 - June 2006
Bear Stearns July 1998 - May 2000
Bear Stearns February 1998 - July 1998
Education
Stony Brook University 1993 — 1997
BA, Political Science / International Relations
US Army Reserves 1994 — 2002
Combat Medical Specialist / EMT, Emergency Medicine, Honors
Wilhelm Schnell Wilhelm Schnell's Bear Stearns Asset Management Experience July 2006 - March 2008
Job Marketing Creative
Industry Marketing and Advertising
Experience
Prudential Fixed Income June 2013 - Present
Prudential Financial 2011 - May 2013
Citibank June 2011 - September 2011
Franklin Templeton Investments April 2008 - October 2010
Bear Stearns Asset Management July 2006 - March 2008
Self August 2004 - July 2006
Bear Stearns Investment Banking July 2003 - July 2004
Goldman Sachs July 1998 - August 2002
Sony Pictures Entertainment December 1997 - June 1998
Skills
Creative Writing, Editing, Books, Proofreading, Public Speaking, Research, Photography, Teaching, Film, Microsoft Word, Photoshop, InDesign, Customer Service, Microsoft Office, Music, Digital Photography, Hedge Funds, Asset Management, Fixed Income, Investment Banking, Marketing
Education
University of Colorado at Boulder 1991 — 1993
Bachelor's degree, Entrepreneurial and Small Business Management
New York University Gallatin and Stern 1989 — 1991
General, with strong focus on Humanities
Prudential Fixed Income June 2013 - Present
Prudential Financial 2011 - May 2013
Citibank June 2011 - September 2011
Franklin Templeton Investments April 2008 - October 2010
Bear Stearns Asset Management July 2006 - March 2008
Self August 2004 - July 2006
Bear Stearns Investment Banking July 2003 - July 2004
Goldman Sachs July 1998 - August 2002
Sony Pictures Entertainment December 1997 - June 1998
Skills
Creative Writing, Editing, Books, Proofreading, Public Speaking, Research, Photography, Teaching, Film, Microsoft Word, Photoshop, InDesign, Customer Service, Microsoft Office, Music, Digital Photography, Hedge Funds, Asset Management, Fixed Income, Investment Banking, Marketing
Education
University of Colorado at Boulder 1991 — 1993
Bachelor's degree, Entrepreneurial and Small Business Management
New York University Gallatin and Stern 1989 — 1991
General, with strong focus on Humanities
Richard Lieberman Richard Lieberman's Bear Stearns Asset Management Experience 1998 - 2001
Job Managing Partner at Swiss Hill Advisors
Industry Investment Management
Experience
Swiss Hill Advisors, Inc. September 2015 - Present
Atalaya Capital Management October 2007 - August 2015
Ramius LLC 2001 - 2006
Bear Stearns Asset Management 1998 - 2001
Skills
Business Development, Credit, Hedge Funds, Investments, Asset Management, Management, Strategic Planning, Due Diligence, Business Strategy, Strategy
Education
The George Washington University
Bachelor of Business Administration (B.B.A.)
The Dalton School
The Pomfret School
Swiss Hill Advisors, Inc. September 2015 - Present
Atalaya Capital Management October 2007 - August 2015
Ramius LLC 2001 - 2006
Bear Stearns Asset Management 1998 - 2001
Skills
Business Development, Credit, Hedge Funds, Investments, Asset Management, Management, Strategic Planning, Due Diligence, Business Strategy, Strategy
Education
The George Washington University
Bachelor of Business Administration (B.B.A.)
The Dalton School
The Pomfret School
Stephen Donovan Stephen Donovan's Bear Stearns Asset Management Experience 2001 - 2003
Job Morning Radio CoHost at Lite Rock 105 at Cumulus Media
Industry Broadcast Media
Experience
Cumulus Media December 2013 - Present
showbiz July 1998 - Present
WXLO - Cumulus Media October 2008 - December 2013
Community Auditions August 2008 - October 2011
The Batter's Box October 2009 - October 2010
WXLO - Citadel Communications June 2003 - August 2007
Bear Stearns Asset Management 2001 - 2003
NBC 1997 - 1998
Belmonte Middle School September 1995 - May 1996
Skills
Entertainment, Radio, Television, Stand-up Comedy, Acting, Improvisation, Fundraisers, Hosting Events, Broadcast, Voice Acting, Radio Broadcasting, Emcee, Performing Arts, Theatre, Music, Voice Over, Comedy, Video
Education
Syracuse University 1991 — 1995
BA, Broadcast Journalism - Spanish
Cumulus Media December 2013 - Present
showbiz July 1998 - Present
WXLO - Cumulus Media October 2008 - December 2013
Community Auditions August 2008 - October 2011
The Batter's Box October 2009 - October 2010
WXLO - Citadel Communications June 2003 - August 2007
Bear Stearns Asset Management 2001 - 2003
NBC 1997 - 1998
Belmonte Middle School September 1995 - May 1996
Skills
Entertainment, Radio, Television, Stand-up Comedy, Acting, Improvisation, Fundraisers, Hosting Events, Broadcast, Voice Acting, Radio Broadcasting, Emcee, Performing Arts, Theatre, Music, Voice Over, Comedy, Video
Education
Syracuse University 1991 — 1995
BA, Broadcast Journalism - Spanish
Len Randazzo Len Randazzo's Bear Stearns Asset Management Experience October 2007 - December 2008
Job Managing Director, Control and Program Officer, Asset Management at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Asset Management May 2013 - Present
JP Morgan Asset Management February 2010 - April 2013
The Bank of New York August 2009 - February 2010
Rockit Solutions LLC January 2009 - July 2009
Bear Stearns Asset Management October 2007 - December 2008
BNY Mellon 2001 - 2007
Headstrong 2000 - 2005
Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class
Education
Stevens Institute of Technology 1995 — 1997
JPMorgan Asset Management May 2013 - Present
JP Morgan Asset Management February 2010 - April 2013
The Bank of New York August 2009 - February 2010
Rockit Solutions LLC January 2009 - July 2009
Bear Stearns Asset Management October 2007 - December 2008
BNY Mellon 2001 - 2007
Headstrong 2000 - 2005
Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class
Education
Stevens Institute of Technology 1995 — 1997
Max Corvin Max Corvin's Bear Stearns Asset Management Experience 2004 - 2008
Job Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
Vivian R. Pepper's Bear Stearns Asset Management Experience May 2006 - October 2006
Job BNY Mellon: Regional Vice President & Texas/Oklahoma Independent Broker Dealer Wholesaler
Industry Financial Services
Experience
BNY Mellon February 2014 - August 2015
BNY Mellon October 2010 - January 2014
BNY Mellon April 2007 - October 2010
Deutsche Bank October 2006 - May 2007
Bear Stearns Asset Management May 2006 - October 2006
Bear Stearns June 2005 - May 2006
Bear Stearns August 2004 - June 2005
MONY Group (now AXA Financial) August 2003 - July 2004
PrO Unlimited 2003 - 2004
Skills
Mutual Fund Analysis, Client Relationship..., Handwritten Notes, Finance, Investments, Asset Management, Leadership, Business Development, Business Planning, Due Diligence, Sales, Mutual Funds, Series 63, Series 7, Sales Management, CRM, Financial Services, Retirement Planning, Budgets, Portfolio Management, FINRA, Equities, Asset Allocation, 401k, Accounting, Alternative Investments, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Investment Strategies, Investment Management, Marketing, Strategic Planning
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Darlington School 1995 — 1998
High School, Advanced Placement, Secondary Diplomas and Certificates
BNY Mellon February 2014 - August 2015
BNY Mellon October 2010 - January 2014
BNY Mellon April 2007 - October 2010
Deutsche Bank October 2006 - May 2007
Bear Stearns Asset Management May 2006 - October 2006
Bear Stearns June 2005 - May 2006
Bear Stearns August 2004 - June 2005
MONY Group (now AXA Financial) August 2003 - July 2004
PrO Unlimited 2003 - 2004
Skills
Mutual Fund Analysis, Client Relationship..., Handwritten Notes, Finance, Investments, Asset Management, Leadership, Business Development, Business Planning, Due Diligence, Sales, Mutual Funds, Series 63, Series 7, Sales Management, CRM, Financial Services, Retirement Planning, Budgets, Portfolio Management, FINRA, Equities, Asset Allocation, 401k, Accounting, Alternative Investments, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Investment Strategies, Investment Management, Marketing, Strategic Planning
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Darlington School 1995 — 1998
High School, Advanced Placement, Secondary Diplomas and Certificates
Bob Mark Bob Mark's Bear Stearns Asset Management Experience August 2007 - December 2008
Job Vice President Operations at Cornerstone Capital Mgmt
Industry Investment Management
Experience
Cornerstone Capital Management January 2013 - Present
Madison Square Investors February 2010 - January 2013
Bear Stearns Asset Management August 2007 - December 2008
Deutsche Asset Management 2003 - 2007
Deutsche Asset Management 2000 - 2003
Skills
Account Reconciliation, Asset Managment, Outsourcing, Corporate Actions, Equities, Portfolio Management, Middle Office, Alternative Investments, Accounting, Hedge Funds, Securities, Transaction Processing, Derivatives, Investment Management
Education
State University of New York Empire State College 2009 — 2010
Business Administration
Cornerstone Capital Management January 2013 - Present
Madison Square Investors February 2010 - January 2013
Bear Stearns Asset Management August 2007 - December 2008
Deutsche Asset Management 2003 - 2007
Deutsche Asset Management 2000 - 2003
Skills
Account Reconciliation, Asset Managment, Outsourcing, Corporate Actions, Equities, Portfolio Management, Middle Office, Alternative Investments, Accounting, Hedge Funds, Securities, Transaction Processing, Derivatives, Investment Management
Education
State University of New York Empire State College 2009 — 2010
Business Administration
Michelle LeRoy's Bear Stearns Asset Management Experience 2006 - 2007
Job Head of Investor Relations at The Wolff Company
Industry Real Estate
Experience
The Wolff Company January 2015 - Present
CrossCon Real Assets Capital, Inc. 2009 - Present
Macquarie Bank 2007 - 2009
Bear Stearns Asset Management 2006 - 2007
SL Green 2004 - 2006
Citigroup Property Investors 2003 - 2004
Ernst & Young 1991 - 2003
Skills
real estate, capital raising, Due Diligence, Investments, Investor Relations, Mutual Funds, Private Placements, Capital, Asset Managment, Private Equity, Valuation, Financial Modeling, Alternative Investments, Portfolio Management, Capital Markets, Equities, Investment Banking, Emerging Markets, Hedge Funds, Financial Structuring, Investment Management, Debt, Investment Strategies, Real Estate, Capital Raising, Asset Management, Real Estate Economics, Funding, Real Estate Financing, Series 7, Acquisitions, Structured Finance, Disposition, Mergers & Acquisitions, Brokerage, Joint Ventures, Commercial Real Estate, Real Estate Development
Education
UCLA 1993 — 1996
Accounting, Accounting and Finance
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
The Wolff Company January 2015 - Present
CrossCon Real Assets Capital, Inc. 2009 - Present
Macquarie Bank 2007 - 2009
Bear Stearns Asset Management 2006 - 2007
SL Green 2004 - 2006
Citigroup Property Investors 2003 - 2004
Ernst & Young 1991 - 2003
Skills
real estate, capital raising, Due Diligence, Investments, Investor Relations, Mutual Funds, Private Placements, Capital, Asset Managment, Private Equity, Valuation, Financial Modeling, Alternative Investments, Portfolio Management, Capital Markets, Equities, Investment Banking, Emerging Markets, Hedge Funds, Financial Structuring, Investment Management, Debt, Investment Strategies, Real Estate, Capital Raising, Asset Management, Real Estate Economics, Funding, Real Estate Financing, Series 7, Acquisitions, Structured Finance, Disposition, Mergers & Acquisitions, Brokerage, Joint Ventures, Commercial Real Estate, Real Estate Development
Education
UCLA 1993 — 1996
Accounting, Accounting and Finance
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
Danijella Dragas Danijella Dragas's Bear Stearns Asset Management Experience June 1990 - August 2007
Job Lending Division
Industry Venture Capital & Private Equity
Experience
WaterStone Bank March 2015 - Present
Bridgeview Bank Group January 2013 - Present
The Lending Corporation LLC August 2007 - Present
Bear Stearns Asset Management June 1990 - August 2007
Skills
Asset Managment, Asset Management, Investments, Valuation, Venture Capital, Private Equity, Risk Management, Due Diligence, Strategy, Alternative Investments, Business Development, Securities, Business Strategy, Corporate Finance, Capital Markets, Finance, Hedge Funds, Portfolio Management, Executive Management, Trading, Financial Services, Equities, Fixed Income, Credit, Mergers & Acquisitions, Project Finance, Banking, Private Placements, Structured Finance, Restructuring, Loans, Investment Banking, Financial Structuring, Emerging Markets, Entrepreneurship, Strategic Planning, Commercial Real Estate
Education
London Business School, U. of London 1985 — 1989
BS
University of London
Bachelor of Science (BS)
WaterStone Bank March 2015 - Present
Bridgeview Bank Group January 2013 - Present
The Lending Corporation LLC August 2007 - Present
Bear Stearns Asset Management June 1990 - August 2007
Skills
Asset Managment, Asset Management, Investments, Valuation, Venture Capital, Private Equity, Risk Management, Due Diligence, Strategy, Alternative Investments, Business Development, Securities, Business Strategy, Corporate Finance, Capital Markets, Finance, Hedge Funds, Portfolio Management, Executive Management, Trading, Financial Services, Equities, Fixed Income, Credit, Mergers & Acquisitions, Project Finance, Banking, Private Placements, Structured Finance, Restructuring, Loans, Investment Banking, Financial Structuring, Emerging Markets, Entrepreneurship, Strategic Planning, Commercial Real Estate
Education
London Business School, U. of London 1985 — 1989
BS
University of London
Bachelor of Science (BS)
Andrew Albert, CFA's Bear Stearns Asset Management Experience March 2002 - February 2006
Job Vice President at TVC Capital
Industry Venture Capital & Private Equity
Experience
TVC Capital February 2015 - Present
Merus Capital Partners, LLC February 2013 - February 2015
Invicta Capital Management February 2010 - December 2012
Thomson, Horstmann, & Bryant February 2006 - February 2010
Bear Stearns Asset Management March 2002 - February 2006
Jacob Asset Management January 2000 - March 2002
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS in Economics, Finance and Management Concentration
TVC Capital February 2015 - Present
Merus Capital Partners, LLC February 2013 - February 2015
Invicta Capital Management February 2010 - December 2012
Thomson, Horstmann, & Bryant February 2006 - February 2010
Bear Stearns Asset Management March 2002 - February 2006
Jacob Asset Management January 2000 - March 2002
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS in Economics, Finance and Management Concentration
Andrew Cary's Bear Stearns Asset Management Experience 1997 - 2002
Job Enterprise Solutions Consultant at A.D.A.M. Health
Industry Financial Services
Experience
A.D.A.M. Health 2014 - Present
Kota Global Securities 2012 - April 2013
Toussaint Capital Partners, LLC. 2011 - 2012
Saratoga Capital 2008 - 2010
Dreyfus 2007 - 2008
Sterne Agee & Leach, Inc. 2006 - 2007
Banc of America Securities, LLC. 2005 - 2006
Debt Traders, INC. 2003 - 2005
Bear Stearns Asset Management 1997 - 2002
Skills
Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Debt, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Securities, Institutional, Series 63, Investments, Investor Relations, Strategic Planning, Complex Sales Process, Executive Presentations, Strategic Account..., Client Retention, Business Development, Prospect Research, Quantitative Analysis, Client Acquisition, Proposal Development, Project Management, New Markets Development, Product Expertise, Trading, Finance, Emerging Markets, Financial Services, Strategy
Education
The University of Connecticut
Master of Arts (M.A.), Education
The University of Connecticut
Bachelor of Arts (B.A.), Education
Westfield High School 1984 — 1987
Diploma
A.D.A.M. Health 2014 - Present
Kota Global Securities 2012 - April 2013
Toussaint Capital Partners, LLC. 2011 - 2012
Saratoga Capital 2008 - 2010
Dreyfus 2007 - 2008
Sterne Agee & Leach, Inc. 2006 - 2007
Banc of America Securities, LLC. 2005 - 2006
Debt Traders, INC. 2003 - 2005
Bear Stearns Asset Management 1997 - 2002
Skills
Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Debt, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Securities, Institutional, Series 63, Investments, Investor Relations, Strategic Planning, Complex Sales Process, Executive Presentations, Strategic Account..., Client Retention, Business Development, Prospect Research, Quantitative Analysis, Client Acquisition, Proposal Development, Project Management, New Markets Development, Product Expertise, Trading, Finance, Emerging Markets, Financial Services, Strategy
Education
The University of Connecticut
Master of Arts (M.A.), Education
The University of Connecticut
Bachelor of Arts (B.A.), Education
Westfield High School 1984 — 1987
Diploma
Michelle Carson's Bear Stearns Asset Management Experience 2006 - 2007
Job Partner at Verno Capital
Industry Investment Management
Experience
Verno Capital June 2010 - Present
Kazimir Partners December 2007 - November 2009
Bear Stearns Asset Management 2006 - 2007
Natixis 2003 - 2005
CIBC World Markets 2003 - 2004
CIBC World Markets 2003 - 2004
IBJ Whitehall 1998 - 2002
Citicorp 1983 - 1998
Skills
Management, Alternative Investments, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equities, Financial Modeling, Investment Management, Private Equity, Investment Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA
Ardsley High School
University of Pennsylvania
BA, Economics
Verno Capital June 2010 - Present
Kazimir Partners December 2007 - November 2009
Bear Stearns Asset Management 2006 - 2007
Natixis 2003 - 2005
CIBC World Markets 2003 - 2004
CIBC World Markets 2003 - 2004
IBJ Whitehall 1998 - 2002
Citicorp 1983 - 1998
Skills
Management, Alternative Investments, Asset Management, Fixed Income, Emerging Markets, Hedge Funds, Equities, Financial Modeling, Investment Management, Private Equity, Investment Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA
Ardsley High School
University of Pennsylvania
BA, Economics
Todd Sycoff's Bear Stearns Asset Management Experience March 2006 - July 2008
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
Elpidio Parra's Bear Stearns Asset Management Experience 1998 - 2008
Job Analyst
Industry Financial Services
Experience
J.P. Morgan Securities December 2008 - Present
Bear Stearns & Co., a J.P. Morgan Co. March 1998 - December 2008
Bear Stearns Asset Management 1998 - 2008
Education
Stony Brook University 1985 — 1993
Stony Brook University 1982 — 1986
J.P. Morgan Securities December 2008 - Present
Bear Stearns & Co., a J.P. Morgan Co. March 1998 - December 2008
Bear Stearns Asset Management 1998 - 2008
Education
Stony Brook University 1985 — 1993
Stony Brook University 1982 — 1986
Andrew Headley's Bear Stearns Asset Management Experience October 2005 - June 2008
Job Managing Director at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Asset Management June 2008 - Present
Bear Stearns Asset Management October 2005 - June 2008
FFTW June 1994 - September 2005
Education
University of Pennsylvania 1990 — 1994
BS, Finance
JPMorgan Asset Management June 2008 - Present
Bear Stearns Asset Management October 2005 - June 2008
FFTW June 1994 - September 2005
Education
University of Pennsylvania 1990 — 1994
BS, Finance
Ira Edelblum's Bear Stearns Asset Management Experience October 2004 - November 2008
Job EVP Head of Public Fixed Income Investments at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management (HIMCO) January 2013 - Present
Hartford Investment Management Co. (HIMCO) August 2009 - January 2013
Bear Stearns Asset Management October 2004 - November 2008
Times Square Capital Mgt. (TSCM/CIGNA) July 1999 - October 2004
Credit Suisse Asset Mgt. (CSAM - formerly BEA Associates) July 1984 - June 1999
Skills
Fixed Income, Portfolio Management, Investment Strategies, Investments, Trading, Team Leadership, Customer Relations, Asset Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1980 — 1984
B.S., Business/Finance
Hartford Investment Management (HIMCO) January 2013 - Present
Hartford Investment Management Co. (HIMCO) August 2009 - January 2013
Bear Stearns Asset Management October 2004 - November 2008
Times Square Capital Mgt. (TSCM/CIGNA) July 1999 - October 2004
Credit Suisse Asset Mgt. (CSAM - formerly BEA Associates) July 1984 - June 1999
Skills
Fixed Income, Portfolio Management, Investment Strategies, Investments, Trading, Team Leadership, Customer Relations, Asset Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1980 — 1984
B.S., Business/Finance
Michelle Willner's Bear Stearns Asset Management Experience January 2007 - March 2009
Job Senior Analyst at Western Union
Industry Financial Services
Experience
Western Union October 2012 - Present
Western Union March 2012 - September 2012
BNP Paribas Investment Partners February 2010 - September 2011
Bear Stearns Asset Management January 2007 - March 2009
Bear Stearns July 2001 - January 2007
NC Dept. of Commerce August 2000 - May 2001
Education
University of North Carolina at Wilmington
BS, Finance
Western Union October 2012 - Present
Western Union March 2012 - September 2012
BNP Paribas Investment Partners February 2010 - September 2011
Bear Stearns Asset Management January 2007 - March 2009
Bear Stearns July 2001 - January 2007
NC Dept. of Commerce August 2000 - May 2001
Education
University of North Carolina at Wilmington
BS, Finance
Amy Ciulla's Bear Stearns Asset Management Experience February 2007 - November 2008
Job Personal Trading Compliance Asset Management Compliance TIAA CREF
Industry Financial Services
Experience
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
Mark Rossow's Bear Stearns Asset Management Experience March 2007 - May 2008
Job Experienced asset management attorney
Industry Law Practice
Experience
S-NETWORK GLOBAL INDEXES LLC January 2008 - Present
Bear Stearns Asset Management March 2007 - May 2008
Bear, Stearns & Co. Inc 2007 - 2008
KENMAR ADVISORY CORP January 2000 - January 2004
SNOW BECKER KRAUSS January 1998 - January 2000
AMON & SABATINI January 1994 - January 1998
BDO SEIDMAN January 1986 - January 1993
WEIL January 1985 - January 1986
SECURITIES AND EXCHANGE COMMISSION January 1983 - January 1985
Cadwalader Wickersham & Taft January 1978 - January 1983
Education
University of Michigan Law School 1975 — 1978
JD, Law
Syracuse University 1971 — 1975
A.B, Philosophy
S-NETWORK GLOBAL INDEXES LLC January 2008 - Present
Bear Stearns Asset Management March 2007 - May 2008
Bear, Stearns & Co. Inc 2007 - 2008
KENMAR ADVISORY CORP January 2000 - January 2004
SNOW BECKER KRAUSS January 1998 - January 2000
AMON & SABATINI January 1994 - January 1998
BDO SEIDMAN January 1986 - January 1993
WEIL January 1985 - January 1986
SECURITIES AND EXCHANGE COMMISSION January 1983 - January 1985
Cadwalader Wickersham & Taft January 1978 - January 1983
Education
University of Michigan Law School 1975 — 1978
JD, Law
Syracuse University 1971 — 1975
A.B, Philosophy
James Mylett, CFA's Bear Stearns Asset Management Experience 2006 - 2008
Job Experienced Client Portfolio Manager
Industry Financial Services
Experience
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Noemi Salle's Bear Stearns Asset Management Experience 1988 - 2008
Job portfolio accountant at Bear Stearns
Industry Financial Services
Experience
Bear Stearns February 1988 - December 2008
Bear Stearns Asset Management 1988 - 2008
Skills
Fixed Income, Equities
Education
University of Santo Tomas 1964 — 1968
BSC, Accounting
Bear Stearns February 1988 - December 2008
Bear Stearns Asset Management 1988 - 2008
Skills
Fixed Income, Equities
Education
University of Santo Tomas 1964 — 1968
BSC, Accounting
Theresa Haverty's Bear Stearns Asset Management Experience April 1998 - August 1998
Job Director at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Nicholas Gambardella, MBA's Bear Stearns Asset Management Experience 1997 - 2001
Job Director, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
ING Financial Services 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Citigroup Global Markets 2004 - 2005
ING Financial Services 2001 - 2004
Bear Stearns Asset Management 1997 - 2001
Education
The University of Connecticut School of Business
MBA
University of Connecticut
BA
Merrill Lynch 2009 - Present
ING Financial Services 2007 - 2009
Wachovia Wealth Management 2006 - 2007
Citigroup Global Markets 2004 - 2005
ING Financial Services 2001 - 2004
Bear Stearns Asset Management 1997 - 2001
Education
The University of Connecticut School of Business
MBA
University of Connecticut
BA
James Mylett, CFA's Bear Stearns Asset Management Experience May 2006 - November 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Morgan Stanley November 2012 - November 2013
Niemann Capital Management September 2009 - April 2010
Bear Stearns Asset Management May 2006 - November 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody Asset Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Fixed Income, Relationship Management, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Investment Management, Series 7, Investment Advisory, Capital Markets, Bloomberg, Investments, Wealth Management, ETFs, Series 63, Equity Research, Fund Of Funds, Trading, Private Equity, Derivatives, Bonds, Trading Systems
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
J.P. Morgan November 2013 - Present
Morgan Stanley November 2012 - November 2013
Niemann Capital Management September 2009 - April 2010
Bear Stearns Asset Management May 2006 - November 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody Asset Management 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Fixed Income, Relationship Management, Asset Management, Financial Analysis, Asset Allocation, Mutual Funds, Securities, Investment Management, Series 7, Investment Advisory, Capital Markets, Bloomberg, Investments, Wealth Management, ETFs, Series 63, Equity Research, Fund Of Funds, Trading, Private Equity, Derivatives, Bonds, Trading Systems
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Aswin Singiri's Bear Stearns Asset Management Experience 1999 - 2002
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2002 - Present
Wells Fargo Financial 2011 - 2011
Bear Stearns Asset Management 1999 - 2002
Deutsche Bank - Bankers Trus 1993 - 1999
Education
University of Madras 1985 — 1989
BE, Computer Science
Don Bosco Egmore 1973 — 1985
Pre-College
Morgan Stanley April 2002 - Present
Wells Fargo Financial 2011 - 2011
Bear Stearns Asset Management 1999 - 2002
Deutsche Bank - Bankers Trus 1993 - 1999
Education
University of Madras 1985 — 1989
BE, Computer Science
Don Bosco Egmore 1973 — 1985
Pre-College
Chance Choate's Bear Stearns Asset Management Experience 1998 - 1999
Job Dynamic Environmental Systems, Inc
Industry Environmental Services
Experience
Dynamic Environmental Systems, Inc. 2004 - Present
RealPage, Inc. 2003 - 2004
XO Communications 1999 - 2002
Bear Stearns Asset Management 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
Skills
business owner, Business Development, Start-ups, Business Strategy, Small Business, Strategic Planning, New Business Development, Entrepreneurship, Business Planning, Marketing Strategy, Sustainability, Project Management
Education
Stephen F. Austin State University
BBA, Finance
Dynamic Environmental Systems, Inc. 2004 - Present
RealPage, Inc. 2003 - 2004
XO Communications 1999 - 2002
Bear Stearns Asset Management 1998 - 1999
Merrill Lynch 1996 - 1998
Lehman Brothers 1994 - 1996
Skills
business owner, Business Development, Start-ups, Business Strategy, Small Business, Strategic Planning, New Business Development, Entrepreneurship, Business Planning, Marketing Strategy, Sustainability, Project Management
Education
Stephen F. Austin State University
BBA, Finance
Bill Best's Bear Stearns Asset Management Experience May 2007 - June 2008
Job Managing Director, Van Eck Global
Industry Investment Management
Experience
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Trickle Up December 2013 - Present
Van Eck Global Market Vectors ETFs June 2008 - Present
Bear Stearns Asset Management May 2007 - June 2008
VegaPlus Capital Partners October 2004 - May 2007
Rothschild Asset Management March 1993 - June 2000
Brown Brothers Harriman September 1989 - March 1993
IFC - International Finance Corporation June 1988 - August 1988
Arral & Partners 1986 - 1987
Lehman Brothers 1983 - 1985
Skills
Equities, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance and Public Policy
Williams College 1979 — 1983
BA, Political Economy
John Jay High School 1976 — 1979
Yasmine Nainzadeh's Bear Stearns Asset Management Experience 2005 - 2006
Job Managing Director PointState Capital
Industry Investment Management
Experience
PointState Capital April 2015 - Present
Balyasny Asset Management L.P. August 2011 - March 2015
Isle Ridge Partners, LLC June 2009 - July 2011
Clovis Capital Management March 2006 - June 2009
Bear Stearns Asset Management 2005 - 2006
Citigroup Private Equity 2000 - 2003
Skills
Hedge Funds, Equity Research, Investments, Equities, Portfolio Management, Financial Modeling, Valuation, Alternative Investments, Capital Markets, Bloomberg, Asset Management, Fixed Income, Venture Capital, Strategic Planning, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Derivatives, Securities, Financial Markets
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Corporate Finance and Accounting
Trinity College-Hartford
BA, Economics
PointState Capital April 2015 - Present
Balyasny Asset Management L.P. August 2011 - March 2015
Isle Ridge Partners, LLC June 2009 - July 2011
Clovis Capital Management March 2006 - June 2009
Bear Stearns Asset Management 2005 - 2006
Citigroup Private Equity 2000 - 2003
Skills
Hedge Funds, Equity Research, Investments, Equities, Portfolio Management, Financial Modeling, Valuation, Alternative Investments, Capital Markets, Bloomberg, Asset Management, Fixed Income, Venture Capital, Strategic Planning, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Derivatives, Securities, Financial Markets
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Corporate Finance and Accounting
Trinity College-Hartford
BA, Economics
Michael Graydon's Bear Stearns Asset Management Experience June 2006 - June 2008
Job Seasoned Multiemployer Plan Manager
Industry Executive Office
Experience
New York Yankees January 2015 - January 2015
Operating Enginers Funds Inc. July 2008 - May 2012
Bear Stearns Asset Management June 2006 - June 2008
Skills
CRM, Mutual Funds, Investment Management, Marketing, Management, Public Speaking, Finance, Portfolio Management, Consulting, Investments, Banking
Education
University of California, Santa Cruz 1965 — 1970
BA, English Lit
New York Yankees January 2015 - January 2015
Operating Enginers Funds Inc. July 2008 - May 2012
Bear Stearns Asset Management June 2006 - June 2008
Skills
CRM, Mutual Funds, Investment Management, Marketing, Management, Public Speaking, Finance, Portfolio Management, Consulting, Investments, Banking
Education
University of California, Santa Cruz 1965 — 1970
BA, English Lit
John Mullin's Bear Stearns Asset Management Experience June 2005 - October 2008
Job Senior Portfolio Manager at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC May 2002 - June 2005
ABN AMRO Bank N.V. February 1998 - February 2001
Salomon Brothers September 1996 - January 1998
Smith Barney May 1994 - September 1996
Federal Reserve Bank of New York September 1989 - May 1994
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities
Education
University of California, Los Angeles 1984 — 1989
PhD, Economics
University of California, Berkeley 1977 — 1981
BA, History and Economics
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management June 2005 - October 2008
Prism Global Advisors, LLC/Global Guardian Group, LLC May 2002 - June 2005
ABN AMRO Bank N.V. February 1998 - February 2001
Salomon Brothers September 1996 - January 1998
Smith Barney May 1994 - September 1996
Federal Reserve Bank of New York September 1989 - May 1994
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities
Education
University of California, Los Angeles 1984 — 1989
PhD, Economics
University of California, Berkeley 1977 — 1981
BA, History and Economics
Bob Vessecchia's Bear Stearns Asset Management Experience 1996 - 2001
Job Group Director at Signature Securities
Industry Financial Services
Experience
Signature Securities 2001 - Present
Bear Stearns Asset Management 1996 - 2001
Skills
Instructor-led Training, Learning Annex NYC-The..., Sales, Financial Services, Financial Planning, Fixed Income, Investments
Education
State University of New York at Albany 1983 — 1987
Bachelor of Arts (BA), Economics
Cardinal Spellman High School 1979 — 1983
Signature Securities 2001 - Present
Bear Stearns Asset Management 1996 - 2001
Skills
Instructor-led Training, Learning Annex NYC-The..., Sales, Financial Services, Financial Planning, Fixed Income, Investments
Education
State University of New York at Albany 1983 — 1987
Bachelor of Arts (BA), Economics
Cardinal Spellman High School 1979 — 1983
Marybeth Schmitz's Bear Stearns Asset Management Experience 2007 - 2009
Job VP, Human Resources at The Boon Group
Industry Human Resources
Experience
The Boon Group, Inc. May 2014 - Present
Kessler Topaz Meltzer & Check, LLP October 2009 - April 2014
Bear Stearns Asset Management 2007 - 2009
Morgan Stanley 2005 - 2007
Screenvision 2004 - 2005
Calence 2003 - 2004
Wilmington Trust 2002 - 2003
Kenexa 1999 - 2002
MRI Network 1998 - 1999
Skills
Applicant Tracking..., Employment Law, Employee Benefits, Recruiting, Mergers & Acquisitions, Human Resources, Onboarding, Mergers, Deferred Compensation, HRIS, Succession Planning, Strategy
Education
University of Michigan 1994 — 1998
BA, Political Science
The Boon Group, Inc. May 2014 - Present
Kessler Topaz Meltzer & Check, LLP October 2009 - April 2014
Bear Stearns Asset Management 2007 - 2009
Morgan Stanley 2005 - 2007
Screenvision 2004 - 2005
Calence 2003 - 2004
Wilmington Trust 2002 - 2003
Kenexa 1999 - 2002
MRI Network 1998 - 1999
Skills
Applicant Tracking..., Employment Law, Employee Benefits, Recruiting, Mergers & Acquisitions, Human Resources, Onboarding, Mergers, Deferred Compensation, HRIS, Succession Planning, Strategy
Education
University of Michigan 1994 — 1998
BA, Political Science
Sean Eager's Bear Stearns Asset Management Experience May 2006 - August 2006
Job Strategy & Operations Finance Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2013 - Present
Williams Jones & Associates November 2011 - September 2013
SD Deacon January 2011 - September 2011
Halmar International May 2008 - August 2010
My Sports Dreams May 2007 - August 2007
Bear Stearns Asset Management May 2006 - August 2006
Williams Jones & Associates May 2005 - August 2005
Skills
Construction Management, Equity Research, Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Tax Accounting, Tax Preparation, Civil Engineering, Market Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master's of Science, Finance
University of Southern California 2005 — 2010
BS, Civil Engineering
Deloitte October 2013 - Present
Williams Jones & Associates November 2011 - September 2013
SD Deacon January 2011 - September 2011
Halmar International May 2008 - August 2010
My Sports Dreams May 2007 - August 2007
Bear Stearns Asset Management May 2006 - August 2006
Williams Jones & Associates May 2005 - August 2005
Skills
Construction Management, Equity Research, Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Tax Accounting, Tax Preparation, Civil Engineering, Market Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master's of Science, Finance
University of Southern California 2005 — 2010
BS, Civil Engineering
Mark Kepner's Bear Stearns Asset Management Experience July 1992 - April 1994
Job Equity Sales and Trading Professional
Industry Financial Services
Experience
Themis Trading LLC May 2014 - Present
Instinet Corporation April 1994 - November 2013
Bear Stearns Asset Management July 1992 - April 1994
Segal Advisors September 1989 - August 1991
Skills
Electronic Trading, Equities, Series 7, Trading Systems, Bloomberg, Equity Trading, Financial Markets, Fixed Income, Options, Derivatives, Hedge Funds, Equity Derivatives, Market Data, Trading, Prime Brokerage, Bonds, Corporate Actions
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Connecticut 1985 — 1989
BS, Finance
Themis Trading LLC May 2014 - Present
Instinet Corporation April 1994 - November 2013
Bear Stearns Asset Management July 1992 - April 1994
Segal Advisors September 1989 - August 1991
Skills
Electronic Trading, Equities, Series 7, Trading Systems, Bloomberg, Equity Trading, Financial Markets, Fixed Income, Options, Derivatives, Hedge Funds, Equity Derivatives, Market Data, Trading, Prime Brokerage, Bonds, Corporate Actions
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
University of Connecticut 1985 — 1989
BS, Finance
Joseph Benedetti's Bear Stearns Asset Management Experience 2002 - 2004
Job Managing Director Legal Department Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2004 - Present
Bear Stearns Asset Management 2002 - 2004
Morgan Stanley Investment Management 1996 - 2002
Clifford Chance US LLP 1990 - 1996
Education
University of Virginia School of Law 1987 — 1990
JD, Law
University at Albany, SUNY 1983 — 1987
BA, Economics Major; Business Minor
Morgan Stanley Investment Management August 2004 - Present
Bear Stearns Asset Management 2002 - 2004
Morgan Stanley Investment Management 1996 - 2002
Clifford Chance US LLP 1990 - 1996
Education
University of Virginia School of Law 1987 — 1990
JD, Law
University at Albany, SUNY 1983 — 1987
BA, Economics Major; Business Minor
Christopher Hannon's Bear Stearns Asset Management Experience 1998 - 2002
Job Head of US Institutional Marketing and Investor Relations at Lombard Odier Asset Management
Industry Investment Management
Experience
Lombard Odier Asset Management February 2012 - Present
GAM USA 2006 - February 2012
The Kenmar Group 2005 - 2006
Gartmore Riverview 2003 - 2005
Bear Stearns Asset Management 1998 - 2002
Hyperion Capital Management 1992 - 1998
Skills
Alternative Investments, Investor Relations, Asset Allocation, Series 7, Hedge Funds, Investment Strategies, Financial Services, Series 24, Institutional Sales, Series 63, Mutual Funds, ETFs, Institutional
Education
The University of Connecticut School of Business
MBA
University of Rhode Island
BS, Business Administration
Lombard Odier Asset Management February 2012 - Present
GAM USA 2006 - February 2012
The Kenmar Group 2005 - 2006
Gartmore Riverview 2003 - 2005
Bear Stearns Asset Management 1998 - 2002
Hyperion Capital Management 1992 - 1998
Skills
Alternative Investments, Investor Relations, Asset Allocation, Series 7, Hedge Funds, Investment Strategies, Financial Services, Series 24, Institutional Sales, Series 63, Mutual Funds, ETFs, Institutional
Education
The University of Connecticut School of Business
MBA
University of Rhode Island
BS, Business Administration
Kristina Krsteva's Bear Stearns Asset Management Experience August 2007 - June 2008
Job Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
Goldman Sachs May 2013 - August 2013
Cohen Capital Group, LLC September 2009 - May 2010
JP Morgan Asset Management July 2008 - May 2009
Bear Stearns Asset Management August 2007 - June 2008
Skills
Bloomberg, R, Quantitative Finance, Mathematical Modeling, Financial Engineering, Statistical Modeling, Time Series Analysis, Quantitative Analytics, Derivatives, Microsoft Office, Data Analysis, Stochastic Processes, Finance, Financial Modeling, Mathematics Education, Statistics, Mathematics, Microsoft Excel
Education
Stevens Institute of Technology 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics
Virginia Episcopal School
Goldman Sachs February 2015 - Present
Goldman Sachs May 2013 - August 2013
Cohen Capital Group, LLC September 2009 - May 2010
JP Morgan Asset Management July 2008 - May 2009
Bear Stearns Asset Management August 2007 - June 2008
Skills
Bloomberg, R, Quantitative Finance, Mathematical Modeling, Financial Engineering, Statistical Modeling, Time Series Analysis, Quantitative Analytics, Derivatives, Microsoft Office, Data Analysis, Stochastic Processes, Finance, Financial Modeling, Mathematics Education, Statistics, Mathematics, Microsoft Excel
Education
Stevens Institute of Technology 2009 — 2014
Doctor of Philosophy (Ph.D.), Applied Mathematics
Virginia Episcopal School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY