Bel Air Investment Advisors
Industry: Company
DescriptionFounded: 1997 Subsidiary: Bel Air Management, LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportBel Air Investment AdvisorsWebsiteDirections Saved (0) Saved Save Financial planner in Los Angeles, California Address: 1999 Avenue of the Stars #3200, Los Angeles, CA 90067 Phone: (310) 229-1500Website: : : : : : : Place name: Category: Hours: Website: http://www.belair-llc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bel Air Investment Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Bel Air Investment Advisors Employees
Bel Air Investment Advisors June 2014 - Present
Charles R. Blyth Fund March 2013 - May 2014
Convergent Wealth Advisors November 2013 - April 2014
Bloomberg LP July 2013 - February 2014
Play Rugby USA February 2012 - May 2013
Skills
Leadership, Coaching, Team Building, Research, Portfolio Management, Tax Accounting, Econometrics, Sponsorship, Financial Analysis, Marketing Strategy, Sales, Event Planning, Event Management, Sports Marketing, Hedge Funds, Private Equity, Equity Research, Fixed Income Analysis, Asset Management
Education
Occidental College
Bachelor's degree, Economics
LDCM February 2013 - Present
Platte River Capital April 2007 - August 2012
Bel Air Investment Advisors 2002 - 2007
Trust Company of the West October 1997 - June 2000
Skills
Valuation, Private Equity, Portfolio Management, Mergers & Acquisitions, Investments, Investment Strategies, Hedge Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Asset Management, Asset Allocation, Investment Management, Alternative Investments
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
University of California, Berkeley 1990 — 1994
BA, Political Economies of Industrial Societies
Pohlad Advisor Group, LLC December 2014 - Present
Rothschild Capital Partners, LLC October 2013 - December 2014
Marquette Asset Management 2005 - 2013
Bel Air Investment Advisors September 2001 - February 2005
Sahara Investment Company 1992 - 2001
Norwest Bank Minnesota, N.A. (Now Wells Fargo) 1988 - 1992
Skills
Investments, Private Equity, Asset Management, Start-ups, Wealth Management, Finance, Leadership, Management, Securities, Investment Management, Mergers & Acquisitions, Business Strategy, Banking, Valuation, Portfolio Management, Relationship Building, Family Office, Management Consulting, Trusted Business Advisor, Philanthropy, Strategic Corporate..., Mentoring, Consensus Building, International Business, Cultural Awareness, Culture Change, Branding & Identity, Brand Awareness, Brand Implementation, New Business Development
Education
Thunderbird School of Global Management 1987 — 1988
Master of Business Administration (M.B.A.), International Business, Cross Cultural Communication
St. John's University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Major in Spanish, Minor in French
Blake School 1973 — 1983
Banyan Tree Asset Management LLC September 2013 - Present
Bel Air Investment Advisors 1998 - June 2013
Bear Stearns 1990 - 1998
Drexel Burnham Lambert 1988 - 1990
Skills
Asset Allocation, Bloomberg, Fixed Income, Investment Advisory, Asset Managment, Investments, Series 7, Valuation, High Yield, Portfolio Management, Trading, Equities, Investment Management, Alternative Investments, Hedge Funds
Education
Pepperdine University
BS, Business Administration
Bel Air Investment Advisors October 2011 - July 2014
Build Bridges LA 2011 - 2012
Egmont Institut Royal des Relations Internationales 2011 - 2011
People in Need, Člověk V Tísni 2011 - 2011
University of Southern California 2009 - 2010
Apple Inc. 2008 - 2009
Skills
Microsoft Office, Marketing, Market Research, Financial Modeling, Photoshop, InDesign, Illustrator, Global Economy, Digital Media
Education
University of Southern California 2008 — 2012
B.A., International Relations Global Business
Univerzita Karlova v Praze
Central European Studies
Vrije Universiteit Brussel
Institute of European Studies
Social Web Cafe May 2011 - Present
Social Web Cafe June 2011 - Present
Human Health Project July 2014 - February 2015
Internet Marketing Ninjas December 2013 - December 2014
Aletheia Research and Management, Inc. June 2010 - June 2011
Bel Air Investment Advisors October 2006 - May 2010
Timber Blind Mfg September 2005 - July 2006
Self Employed 1997 - 2006
SkillPath Seminars 2001 - 2002
Skills
Disaster Recovery, Web Applications, VMware Infrastructure, MS Project, IT Management, Cisco Call Manager, Routers, IT Operations, Encryption, Process Improvement, Solution Architecture, Software Installation, CRM, Integration, Servers, Software Development, IT Strategy, Project Management, Microsoft Project, Management, Information Technology, Leadership, Web Development, Databases, Infrastructure, Security, Training, Marketing, Troubleshooting, Strategic Planning, Operating Systems, Business Continuity
Education
Capella University
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
Capella University 2013 — 2015
Master's Degree, Psychology, 4.0 out of 4.0
Capella University
Bachelor's Degree, Software Architecture (Information Technology), Graduated with Summa Cum Laude Honors
Los Angeles Film School
Professional Sound Engineer
Claremont Tutors November 2014 - Present
Los Angeles Jewish Home June 2015 - August 2015
Bel Air Investment Advisors May 2015 - August 2015
The Children's School January 2015 - May 2015
Kenyon College August 2013 - May 2014
Viewpoint School June 2011 - August 2013
National Notary Association June 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Exchange, Copy Editing, Google Drive, SPSS, InDesign, Teaching, Writing, Outlook, APX, Bloomberg Terminal
Education
Scripps College 2014 — 2016
Bachelor of Arts (B.A.), Psychology
Kenyon College 2012 — 2014
Bel Air Investment Advisors June 2014 - Present
DineEquity, Inc. June 2013 - August 2013
Focus Advisory Services, LLC February 2013 - May 2013
BBDO May 2010 - June 2010
PHD 2010 - 2010
Skills
Microsoft Office, Social Media, Marketing, Advertising, PowerPoint, Social Networking, Marketing Strategy
Education
Occidental College 2010 — 2014
Economics
AIMPaas August 2014 - Present
TradeStream Analytics, Ltd. October 2012 - Present
GRFConley Inc December 2011 - Present
Titan Trading Analytics May 2011 - October 2012
Crowell, Weedon & Co. November 2007 - January 2011
Bel Air Investment Advisors November 2006 - April 2007
Strome Securities 1998 - 2006
Skills
Trading Systems, Options, Trading, Equities, Hedge Funds, Derivatives, Electronic Trading, Settlement, Securities, Equity Trading, Series 7, Prime Brokerage, Proprietary Trading, Financial Markets, Equity Derivatives, Commodity, Market Data, Traders, Fixed Income, FINRA, Market Making, Portfolio Management, ETFs, Asset Management, Bloomberg, Series 63
Education
University of California, Santa Barbara 1981 — 1986
JPMorgan Chase & Co. March 2015 - Present
Northwestern Mutual May 2014 - March 2015
Bel Air Investment Advisors May 2013 - August 2013
Nike August 2010 - August 2010
Skills
Marketing, Licensed Life & Health..., Personal Finance, Long Term Care Insurance, Permanent Life Insurance, Term Life Insurance, Sales, Valuation, Bloomberg, Microsoft Excel, Public Speaking, Equities, Emerging Markets, Relative Valuation, Comparable Analysis, Bond Markets, Economics
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Finance
Crossroads School for Arts and Sciences 2003 — 2010
Bel Air Investment Advisors 1997 - Present
Goldman Sachs 1991 - 1997
Goldman Sachs 1984 - 1991
Education
University of Minnesota-Twin Cities
BA
Bel Air Investment Advisors 2006 - Present
Crowell, Weedon & Co. 2001 - 2006
24 Hour Fitness 1997 - 2000
Skills
Bloomberg, Valuation, Hedge Funds, Financial Modeling, Asset Allocation, Asset Management, Investment Management, Investments, Fixed Income, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Capital Markets, Wealth Management
Education
Southern Methodist University 1995 — 1996
Corporate Communications & Public Affair
University of North Texas 1993 — 1995
Bel Air Investment Advisors February 2015 - Present
Sidley Austin January 2012 - February 2015
Sidley Austin August 2008 - January 2012
U.S. Securities and Exchange Commission September 1999 - August 2008
Skills
Securities Litigation, White Collar Criminal..., Securities Law, Securities Fraud, Hedge Funds, FCPA, Securities Regulation, Internal Investigations, Fraud, Corporate Law, SEC, Trials, Criminal Law, Private Investigations, Corporate Governance, Class Actions, Commercial Litigation, Civil Litigation, Litigation
Education
Pepperdine University School of Law 1996 — 1999
J.D.
University of California, Davis 1991 — 1996
B.S., Managerial Economics, English
Stifel Financial Corp. August 2013 - Present
BCMS Corporate June 2012 - August 2012
Bel Air Investment Advisors June 2011 - August 2011
Komarov Inc June 2010 - August 2010
Kane and Associates June 2008 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Portfolio Management, Financial Analysis, English, Analysis, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
The Hong Kong University of Science and Technology
Bel Air Investment Advisors March 2012 - Present
D L Cooper Studios March 2009 - Present
A. Sutton Designs 1995 - Present
Office staffing agencies August 2011 - May 2012
Aerosoles September 2011 - April 2012
Metropolitan State University of Denver August 2006 - July 2011
Denver Theatre Community 2000 - 2011
Flightsafety Services June 1999 - June 2003
Skills
Process Scheduler, Customer Service, Public Speaking, Performing Arts, Editing, Photography, Microsoft Excel, Event Planning, Film, Microsoft Office, Theatre, Social Media, Proposal Writing, Sales, Higher Education, Microsoft Word, Acting, Outlook, Teaching, Event Management, Creative Writing, Public Relations, Fundraising, Facebook, Nonprofits
Education
Metropolitan State University of Denver 1999 — 2006
BA, Letters, Arts and Sciences
Metropolitan State University of Denver 1998 — 2006
Bachelor's degree, Theatre and Fine Art
Jackoway Tyerman Wertheimer Austen Mandelbaum Morris & Klein September 2012 - Present
Jackoway Tyerman Wertheimer Austen Mandelbaum Morris & Klein October 2011 - September 2012
Overbrook Entertainment July 2010 - June 2011
Oregon Shakespeare Festival January 2009 - November 2009
Bel Air Investment Advisors September 2005 - December 2007
National Football League January 2000 - January 2002
New York Life October 1999 - December 2000
Education
The Ohio State University 1993 — 1997
Bachelor of Performing Arts, Dance
Chaminade-Julienne
Bel Air Investment Advisors July 2012 - Present
Georgetown University August 2010 - August 2012
Merrill Lynch June 2007 - March 2010
Susquehanna Financial Group May 2006 - July 2006
Bel Air Investment Advisors May 2005 - August 2005
Skills
Investments, Series 7, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Bloomberg, Valuation, Business Valuation, Asset Managment, Investment Banking, Fixed Income, Emerging Markets, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Strategic Financial..., Finance, Asset Allocation
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Brigham Young University 2002 — 2007
BS, Economics
Utah Valley University 2002 — 2004
Associate, Business
J.P. Morgan Asset Management June 2015 - August 2015
Bel Air Investment Advisors June 2011 - June 2014
United Nations Television June 2010 - August 2010
Pomona College January 2009 - May 2009
Skills
Microsoft Excel, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Statistics, Investments, Economics, Corporate Finance, Equities, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance, General
Pomona College 2007 — 2011
Bachelor of Arts, Politics; French
Hopkins School 2004 — 2007
Columbia Business
Nor1 October 2012 - Present
Office of the Comptroller of the Currency July 2011 - September 2011
Bel Air Investment Advisors October 2010 - December 2010
University of California (UC) September 2008 - September 2009
Education
University of California, Santa Barbara 2011 — 2012
Master’s Degree, Applied Statistics, GPA 3.80/4.00
University of California, Santa Barbara 2007 — 2011
Bachelor’s Degree, Financial Mathematics and Statistics, GPA 3.76/4.00
Jakarta International School
Bain & Company August 2015 - Present
ExxonMobil May 2014 - August 2014
Jinyuan Senior High School (Ulink Education) June 2012 - May 2013
Bel Air Investment Advisors July 2008 - July 2011
Lexington Partners (Formerly Citi Private Equity) May 2007 - January 2008
Go!Foton (Formerly NSG America) May 2006 - August 2006
Pfizer (Formerly Wyeth) May 2005 - August 2005
Skills
Microsoft Excel, Financial Modeling, Bloomberg, Chinese, Financial Analysis, Valuation, Investments, Data Analysis, Portfolio Management, Market Research, Asset Management, Economics, Finance, Due Diligence, Hedge Funds, Private Equity, Corporate Finance, Risk Management
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2004 — 2008
BA, Economics & Operations Research
Fort Lee High School 2004 — 2008
High School Diploma
Bel Air Investment Advisors June 2014 - Present
UCLA Anderson School of Management September 2013 - June 2014
J.P. Morgan June 2013 - August 2013
Young America's Foundation June 2012 - September 2012
Nordstrom June 2011 - September 2011
Seascape Realty July 2010 - September 2010
Skills
Public Speaking, Research, PowerPoint, Customer Service, Event Planning, Public Finance, Fixed Income, Public Policy, Social Media, Leadership, Data Analysis
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
UCSB 2009 — 2009
Research Mentorship Program
Bel Air Investment Advisors 2013 - Present
National Notary Association 2007 - 2012
LoanWeb.com 2002 - 2007
MetLife Investors 1990 - 2001
Ernst & Young 1987 - 1990
Skills
Risk Management, Process Improvement, Management, Accounting, Restructuring, Cash Management, Internal Controls, Budgeting, Strategic Planning, System Implementations, Due Diligence, Employee Handbooks, Employment Law, Budgets, Contract Negotiation, Financial Analysis, Change Management, Financial Reporting, Leadership
Education
Loyola Marymount University 1983 — 1987
Bachelor of Science (B.S.), Accounting
U.S. Securities and Exchange Commission May 2014 - August 2014
Bel Air Investment Advisors June 2011 - March 2012
California Recovery Task Force May 2010 - June 2011
Office of Governor Schwarzenegger March 2010 - May 2010
Comprehensive Blood and Cancer Center September 2009 - March 2010
FreeCause June 2008 - August 2008
Skills
Venture Capital, Investments, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Hedge Funds, Due Diligence, Microsoft Excel, PowerPoint, Bloomberg, Private Equity, Asset Managment, Business Strategy, Alternative Investments, Asset Allocation, Equities, Economics, Valuation, Portfolio Management, Investment Advisory, Fixed Income, Investment Strategies, Emerging Markets, Investment Banking, Asset Management, Capital Markets, Series 63, Series 7, Entrepreneurship, Series 65, Trading, Uniform Combined State..., Derivatives, Options, Investment Management, Mutual Funds, Securities, Fund Of Funds, Financial Markets, Equity Research, Corporate Development, Stata, Finance, Strategic Financial..., Mergers & Acquisitions
Education
Emory University School of Law 2013 — 2016
Doctor of Law (JD)
Harvard University 2005 — 2009
AB, Social Studies
Green River Capital April 2011 - Present
Green River Capital April 2010 - April 2011
Equinox IT Services April 2007 - April 2010
Equinox IT Services January 2005 - April 2007
Bel Air Investment Advisors 2002 - 2002
Education
University of Utah - David Eccles School of Business 2009 — 2011
Masters, Business Administration
Brigham Young University 2001 — 2007
BS, Information Technology
Pinnacle Foods August 2015 - Present
General Mills January 2015 - July 2015
General Mills August 2014 - January 2015
General Mills October 2013 - August 2014
Johnson & Johnson June 2012 - August 2012
Bel Air Investment Advisors January 2008 - May 2011
Bel Air Investment Advisors 2005 - 2008
Barclays Capital 2005 - 2005
Skills
Competitive Analysis, Strategy, Management, Business Strategy, Market Research, Cross-functional Team..., Marketing, Brand Management, Financial Analysis, Analytics, Customer Insight
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
Pomona College
BS, Public Policy Analysis-Economics
Cornerstone Capital Management January 2014 - Present
Platte River Capital March 2011 - December 2013
Marsico Capital Management July 2008 - March 2011
The TCW Group 2007 - 2007
Bel Air Investment Advisors 2003 - 2006
Skills
Hedge Funds, Equities, Valuation, Equity Research, Financial Modeling, Equity Valuation, Bloomberg, Financial Analysis, Capital Markets, Investments, Asset Management, Portfolio Management
Education
UCLA Anderson School of Management 2006 — 2008
University of Wisconsin-Madison 1999 — 2003
BS, Economics
BofI Federal Bank September 2014 - Present
Ryman Arts 2007 - Present
MZ Group July 2010 - August 2014
Palisades Investment Partners February 2009 - April 2009
Bel Air Investment Advisors May 2006 - January 2009
RNC Genter Capital Management October 2000 - May 2006
RNC Genter 2000 - 2006
First Quadrant August 1998 - October 2000
Aegis Asset Management January 1996 - July 1998
Skills
Investments, Portfolio Management, Asset Management, Investment Management, Risk Management, Capital Markets, Equities, Analysis, Asset Allocation, Finance, Equity Research, Retirement Planning, Financial Services
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Bel Air Investment Advisors January 2007 - September 2014
Bel Air Investment Advisors November 2004 - December 2006
William O'Neil + Co June 2002 - October 2004
Wells Fargo 1997 - 1999
Skills
Asset Management, Equities, Equity Research, Asset Allocation, Investment Management, Investment Strategies, Valuation, Capital Markets, Hedge Funds, Fixed Income, Stock Picking, Bloomberg, Alternative Investments, Private Equity, Financial Modeling, Investments, Portfolio Management, Mutual Funds, Securities, Strategy, Finance, Financial Analysis, Management, Options, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Rochester 1989 — 1993
Bachelor of Arts (B.A.), Economics
Bentler Mulder, LLP May 2012 - Present
Bel Air Investment Advisors May 2012 - Present
Wells Fargo Private Bank April 2000 - September 2011
Merrill Lynch November 1993 - March 2000
Barton, Klugman & Oetting LLP September 1988 - October 1993
Donnelly, Clark, Chase & Smiland August 1987 - August 1988
United States Tax Court August 1985 - August 1986
Skills
Attorney, Estate Planning, Wealth Management, Strategic Financial..., Wealth Management..., Investments, Retirement Planning, Series 7, Series 63
Education
Pepperdine University School of Law 1983 — 1985
Juris Doctor, Law
California State University-Fullerton 1978 — 1983
Bachelor of Arts (B.A.), Business
Bel Air Investment Advisors May 2015 - Present
J.P. Morgan May 2011 - May 2015
Goldman Sachs November 2004 - May 2011
Cambridge Associates April 2003 - November 2004
Robertson Stephens July 2000 - July 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor's degree
Phillips Academy 1992 — 1996
Bel Air Investment Advisors April 2015 - Present
Bel Air Investment Advisors October 2013 - Present
Western Asset Management March 2012 - October 2013
Western Asset Management September 2009 - March 2012
Western Asset Management January 2004 - September 2009
Merrill Lynch December 2002 - December 2003
Coca-Cola Enterprises December 2001 - December 2002
Skills
Fixed Income, Portfolio Management, Asset Management, Trading, Mutual Funds, Swaps, Money Market, CDS, Management, Bloomberg
Education
Colgate University 1997 — 2001
BA, History
DePaul Catholic 1993 — 1997
Bel Air Investment Advisors June 2015 - Present
Kayne Anderson Rudnick May 2014 - June 2015
Interactive Data October 2012 - May 2014
Zecco Trading December 2011 - October 2012
Sprint September 2010 - December 2011
Skills
Investments, Financial Services, Equities, Mutual Funds, Options, Securities, Portfolio Management, Financial Modeling, Series 7, Financial Analysis, Derivatives, Series 63, Customer Satisfaction, Risk Management, Asset Managment, Banking, Asset Allocation, Asset Management, Portfolio Administration, Futures Trading, Excel VBA
Education
University of North Texas 2007 — 2011
BBA, Finance
Texas A&M University 2004 — 2006
Flower Mound High School 2000 — 2004
Wasserman Media Group January 2014 - Present
Wasserman Media Group August 2010 - Present
Wasserman Media Group (WMG), LLC October 2005 - August 2010
Platinum Equity 2003 - 2006
Bel Air Investment Advisors 1998 - 2003
Ernst & Young 1995 - 1998
Skills
Financial Analysis, SEC filings, Financial Reporting, Accounting, GAAP, US GAAP, Internal Controls, Financial Accounting, Budgets, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Forecasting, Sarbanes-Oxley Act, Revenue Recognition, Finance, Private Equity, Payroll, CPA, Sarbanes-Oxley, Valuation, Start-ups
Education
University of Southern California 1991 — 1995
University of Southern California 1991 — 1995
BS Accounting, Accounting
Washio April 2014 - Present
Krave-n, Inc. April 2012 - May 2014
Bel Air Investment Advisors June 2011 - June 2012
DLZ Holdings August 2010 - September 2011
USC Marshall School of Business, Finance Learning Center September 2010 - May 2011
University of Southern California January 2007 - December 2010
Fenner Hall February 2010 - June 2010
Finance & Banking Society January 2010 - June 2010
The DigiTrust Group, LLC January 2009 - April 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
C++, JavaScript, CSS, HTML, Corporate Finance, Financial Analysis, PowerPoint, Photoshop, Python, Java, PHP, Microsoft Excel, C#, Microsoft Office, Facebook, Matlab, Payment Card Processing, jQuery, Android Development, PCI DSS, REST, Databases, Microsoft Word, Windows, PCI Standards, Swift, iOS, Passed CFA Level I Exam, Backbone.js, Salsa, Bachata
Education
University of Southern California 2006 — 2011
BS, Computer Science/Finance
The Australian National University 2009 — 2010
BS, Exchange Student
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Bel Air Investment Advisors March 2005 - Present
Fiserv Securities, Inc September 2002 - November 2004
WaMu (WMFS it's former broker/dealer) October 1996 - June 2002
Education
California State University-Long Beach - College of Business Administration
Citadel Investment Group April 2010 - Present
Pyramis Global Advisors April 2008 - March 2010
Fidelity Investments February 2006 - April 2008
Bel Air Investment Advisors 2004 - 2006
Skills
Financial Modeling, Hedge Funds, Portfolio Management, Energy, Equities, Bloomberg, Equity Research, Valuation, Alternative Investments
Education
Harvard University 1999 — 2003
AB, Economics
Milton Academy
Bel Air Investment Advisors September 2013 - Present
Wells Fargo September 2008 - September 2013
Charles Schwab Investment Management January 2004 - September 2008
Highmark Capital Management August 1999 - January 2004
Morgan Stanley January 1995 - August 1999
Skills
Fixed Income Portfolio..., Fixed Income Strategies, Public Finance, Municipal Bonds, Municipal Law, Risk Management, Fixed Income Analysis, Credit Analysis, Wealth Management, Business Development, Bonds, Mergers, Marketing, Securities, Alternative Investments, Bloomberg, Credit
Education
Saint Lawrence University
Bachelor of Arts (B.A.)
Lombardia Capital Partners January 2014 - Present
Lombardia Capital Partners LLC January 2009 - Present
Lombardia Capital Partners March 2008 - Present
Lombardia Capital Partners LLC January 2009 - September 2014
Bel Air Investment Advisors January 1998 - January 2008
Andersen Consulting June 1995 - January 1998
Skills
Bloomberg, Asset Managment, Investment Management, Trading, Information Technology, Financial Services, Asset Allocation, Equity Research, Alternative Investments, Series 24, Wealth Management, Due Diligence, Securities, Mutual Funds, Investment Advisory, Capital Markets, Series 7, Asset Management
Education
Brigham Young University 1994 — 1995
MAcc, Accounting/Info Sys
Brigham Young University 1989 — 1994
BS, Accounting/Info Sys
Causeway Capital Management LLC April 2014 - Present
Bel Air Investment Advisors October 2012 - April 2014
FDIC March 2010 - September 2012
LECG August 2009 - January 2010
World Trade Center Utah May 2008 - August 2008
Education
Georgetown University 2005 — 2009
BS, Double Major in Finance and International Business
Summit Wealth Management 2012 - Present
Bel Air Investment Advisors 1998 - 2005
Bel Air Investment Advisors 1998 - 2005
Financial Managemt Advisors 1989 - 1997
Financial Managemt Advisors 1989 - 1997
Financial Managemt Advisors 1989 - 1997
Education
California State University-Northridge
B.A., Liberal Studies
LJM Partners May 2015 - Present
William Blair & Company March 2013 - May 2015
Kayne Anderson Rudnick January 2008 - March 2009
Bel Air Investment Advisors September 2006 - February 2008
Trust Company of the West July 2004 - September 2006
Education
UCLA 1999 — 2001
Bachelor of Science (BS), Mathematics
Moorpark College 1997 — 1999
Associate of Arts (A.A.), Mathematics
Wells Fargo Advisors April 2015 - Present
Merrill Lynch May 2013 - March 2015
Bel Air Investment Advisors January 2007 - May 2013
Crowell, Weedon & Co. December 2003 - January 2007
Smith Barney December 2001 - December 2003
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Research, Customer Service, Photoshop, Editing, English, Windows, Budgets
Education
University of California, Santa Barbara 1996 — 2001
BUS/ECON
PrettyFit June 2014 - Present
JackedPack.com February 2012 - Present
Bel Air Investment Advisors July 2008 - July 2011
Skills
Financial Modeling, Entrepreneurship, Valuation, Venture Capital, Private Equity, Due Diligence, Start-ups, Investments, Financial Analysis, Business Strategy, Market Research, Microsoft Excel, Economics, Strategic Planning, Competitive Analysis, Microsoft Office, PowerPoint, Marketing, Portfolio Management, Hedge Funds
Education
Harvard University 2004 — 2008
Intel June 2012 - September 2012
Roth Capital Partners October 2011 - January 2012
Bel Air Investment Advisors September 2011 - October 2011
Revolution Capital Group July 2011 - September 2011
Mainstream Capital Group April 2011 - June 2011
Education
UCLA 2010 — 2012
2012, Economics/Computing
Bel Air Investment Advisors 2005 - Present
Goldman Sachs July 2002 - March 2005
Education
Stanford University 1998 — 2002
Bachelor of Science (B.S.), International Economics
Jacob Asset Management October 2013 - Present
The Side by Side Foundation May 2011 - December 2014
Western Asset Management June 2013 - August 2013
Bel Air Investment Advisors March 2013 - June 2013
UBS June 2012 - October 2012
James J. Boyle & Co September 2011 - January 2012
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS)
Colorado College
Oakwood