Bel Air Investment Advisors

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
Barnaby Audsley Barnaby Audsley Greater Los Angeles Area Details
Barnaby Audsley's Bel Air Investment Advisors Experience June 2014 - Present
Job Analyst at Bel Air Investment Advisors
Industry Financial Services
Experience
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

M. Craig Milias, CFA M. Craig Milias, CFA Greater Denver Area Details
M. Craig Milias, CFA's Bel Air Investment Advisors Experience 2002 - 2007
Job President Long Duration Capital Management
Industry Investment Management
Experience
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

John Pohlad John Pohlad Minneapolis, Minnesota Details
John Pohlad's Bel Air Investment Advisors Experience September 2001 - February 2005
Job Principal at Pohlad Advisor Group LLC
Industry Investment Management
Experience
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

Kenneth Naehu Kenneth Naehu Los Angeles, California Details
Kenneth Naehu's Bel Air Investment Advisors Experience 1998 - June 2013
Job Founder and Managing Director at Banyan Tree Asset Management LLC
Industry Investment Management
Experience
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

Ryan Alam Ryan Alam Los Angeles, California Details
Ryan Alam's Bel Air Investment Advisors Experience October 2011 - July 2014
Job Analyst at Bel Air Investment Advisors
Industry Financial Services
Experience
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

Deborah Anderson Deborah Anderson Greater Los Angeles Area Details
Deborah Anderson's Bel Air Investment Advisors Experience October 2006 - May 2010
Job Social Media Marketing Strategist/Coach * iHeart Radio Show Host
Industry Marketing and Advertising
Experience
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

Samantha Eagle Samantha Eagle Greater Los Angeles Area Details
Samantha Eagle's Bel Air Investment Advisors Experience May 2015 - August 2015
Job Student at Scripps College
Industry Higher Education
Experience
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

Eric Selvin Eric Selvin Oakland, California Details
Eric Selvin's Bel Air Investment Advisors Experience June 2014 - Present
Job Financial Analyst at Bel Air Investment Advisors
Industry
Experience
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

Gary Conley Gary Conley Greater Los Angeles Area Details
Gary Conley's Bel Air Investment Advisors Experience November 2006 - April 2007
Job Independent Sales Representative at AIMPaaS
Industry Financial Services
Experience
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

Josh Flyer Josh Flyer Los Angeles, California Details
Josh Flyer's Bel Air Investment Advisors Experience May 2013 - August 2013
Job Client Associate at JPMorgan Chase & Co.
Industry
Experience
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

Todd Morgan Todd Morgan Greater Los Angeles Area Details
Todd Morgan's Bel Air Investment Advisors Experience 1997 - Present
Job Senior Managing Director at Bel Air Investment Advisors
Industry Investment Management
Experience
Bel Air Investment Advisors   1997 - Present
Goldman Sachs  1991 - 1997
Goldman Sachs  1984 - 1991

Education
University of Minnesota-Twin Cities
BA

Amanda Little Amanda Little Greater Los Angeles Area Details
Amanda Little's Bel Air Investment Advisors Experience 2006 - Present
Job Advisory Associate at Bel Air Investment Advisors
Industry Investment Management
Experience
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

Andrew J. Dunbar Andrew J. Dunbar Greater Los Angeles Area Details
Andrew J. Dunbar's Bel Air Investment Advisors Experience February 2015 - Present
Job General Counsel / Chief Compliance Officer at Bel Air Investment Advisors
Industry Law Practice
Experience
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

Adam Berger Adam Berger New York, New York Details
Adam Berger's Bel Air Investment Advisors Experience June 2011 - August 2011
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
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

Stacey Nelms Stacey Nelms Greater Los Angeles Area Details
Stacey Nelms's Bel Air Investment Advisors Experience March 2012 - Present
Job Artist: Painting, Photography, Jewelry design, PR, Illustration at A. Sutton Designs
Industry Executive Office
Experience
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

B. Tumaini (Finley) Rivera B. Tumaini (Finley) Rivera Greater Los Angeles Area Details
B. Tumaini (Finley) Rivera's Bel Air Investment Advisors Experience September 2005 - December 2007
Job Fiercely Creative
Industry Entertainment
Experience
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

Jake Halladay Jake Halladay Los Angeles, California Details
Jake Halladay's Bel Air Investment Advisors Experience July 2012 - Present
Job Senior Vice President at Bel Air Investment Advisors
Industry Financial Services
Experience
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

Heather Wegner Heather Wegner Greater New York City Area Details
Heather Wegner's Bel Air Investment Advisors Experience June 2011 - June 2014
Job MBA Candidate at Columbia Business School ('16)
Industry Investment Management
Experience
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

Garth Johnson Garth Johnson San Francisco Bay Area Details
Garth Johnson's Bel Air Investment Advisors Experience October 2010 - December 2010
Job Data Analyst at Nor1
Industry Internet
Experience
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

Robert Wu Robert Wu New York, New York Details
Robert Wu's Bel Air Investment Advisors Experience July 2008 - July 2011
Job Consultant at Bain & Company
Industry Management Consulting
Experience
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

Sam Brumbaugh Sam Brumbaugh Greater Los Angeles Area Details
Sam Brumbaugh's Bel Air Investment Advisors Experience May 2015 - Present
Job Advisory Associate at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors   May 2015 - Present
UBS  June 2012 - April 2015
UBS  August 2011 - May 2012

Education
San Diego State University-California State University   2008 — 2012
Bachelor's Degree, Financial Services

Katie Mellon Katie Mellon Los Angeles, California Details
Katie Mellon's Bel Air Investment Advisors Experience June 2014 - Present
Job Financial Analyst at Bel Air Investment Advisors
Industry Investment Management
Experience
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

Jane Eagle Jane Eagle Greater Los Angeles Area Details
Jane Eagle's Bel Air Investment Advisors Experience 2013 - Present
Job Senior Financial Executive
Industry Financial Services
Experience
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

Ryan Newbrough Ryan Newbrough Greater Atlanta Area Details
Ryan Newbrough's Bel Air Investment Advisors Experience June 2011 - March 2012
Job Summer Associate at Investment Law Group of Davis Gillett Mottern & Sims LLC
Industry Law Practice
Experience
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

Kevin Jones, CPA, MBA Kevin Jones, CPA, MBA Greater Salt Lake City Area Details
Kevin Jones, CPA, MBA's Bel Air Investment Advisors Experience 2002 - 2002
Job Finance Manager at Green River Capital
Industry Accounting
Experience
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

Shana Yu Shana Yu Greater New York City Area Details
Shana Yu's Bel Air Investment Advisors Experience January 2008 - May 2011
Job Associate Brand Manager at Pinnacle Foods
Industry Consumer Goods
Experience
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

Bryan Applequist, CFA Bryan Applequist, CFA Greater Minneapolis-St. Paul Area Details
Bryan Applequist, CFA's Bel Air Investment Advisors Experience 2003 - 2006
Job Analyst at Cornerstone Capital Management
Industry Financial Services
Experience
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

Johnny Lai Johnny Lai Greater San Diego Area Details
Johnny Lai's Bel Air Investment Advisors Experience May 2006 - January 2009
Job VP Corporate Development & Investor Relations at BofI Federal Bank
Industry Investment Management
Experience
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

Gary Flam Gary Flam Greater Los Angeles Area Details
Gary Flam's Bel Air Investment Advisors Experience January 2007 - September 2014
Job Experienced Investment Managment Professional Seeking Finance Role
Industry Financial Services
Experience
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

Drew Stanford Drew Stanford Greater San Diego Area Details
Drew Stanford's Bel Air Investment Advisors Experience May 2012 - Present
Job Trust & Estate AttorneyBentler Mulder, LLP and Estate Strategist/Independent ConsultantBel Air Investment Advisors
Industry Law Practice
Experience
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

Stephanie Withers Stephanie Withers San Francisco Bay Area Details
Stephanie Withers's Bel Air Investment Advisors Experience May 2015 - Present
Job Senior Vice President at Bel Air Investment Advisors
Industry Financial Services
Experience
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

Barry Hoaire Barry Hoaire Los Angeles, California Details
Barry Hoaire's Bel Air Investment Advisors Experience April 2015 - Present
Job Portfolio Manager / CoHead of Fixed Income at Bel Air Investment Advisors
Industry Financial Services
Experience
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

Nicholas Hruskocy Nicholas Hruskocy Los Angeles, California Details
Nicholas Hruskocy's Bel Air Investment Advisors Experience June 2015 - Present
Job Portfolio Implementation and Trader
Industry Financial Services
Experience
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

Peggy Hsieh Peggy Hsieh Greater Los Angeles Area Details
Peggy Hsieh's Bel Air Investment Advisors Experience 1998 - 2003
Job Senior VP, Accounting at Wasserman Media Group
Industry Sports
Experience
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

Maximus McCann Maximus McCann Santa Monica, California Details
Maximus McCann's Bel Air Investment Advisors Experience June 2011 - June 2012
Job Lead iOS at Washio
Industry Computer Software
Experience
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

John Peetz John Peetz Greater Los Angeles Area Details
John Peetz's Bel Air Investment Advisors Experience 2013 - 2014
Job Investment professional
Industry Investment Management
Experience
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

Deborah Dana Deborah Dana Greater Los Angeles Area Details
Deborah Dana's Bel Air Investment Advisors Experience March 2005 - Present
Job Vice President, Compliance & Operations
Industry Investment Management
Experience
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

Patrick Donovan, CFA Patrick Donovan, CFA Chicago, Illinois Details
Patrick Donovan, CFA's Bel Air Investment Advisors Experience 2004 - 2006
Job Portfolio Manager at Citadel Investment Group
Industry Investment Management
Experience
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

Michael Ginestro Michael Ginestro Greater Los Angeles Area Details
Michael Ginestro's Bel Air Investment Advisors Experience September 2013 - Present
Job Director of Research
Industry Investment Management
Experience
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.)

Wendell Williams Wendell Williams Greater Los Angeles Area Details
Wendell Williams's Bel Air Investment Advisors Experience January 1998 - January 2008
Job Partner, Chief Operating Officer, at Lombardia Capital Partners
Industry Investment Management
Experience
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

Gregory Squires, CFA Gregory Squires, CFA Los Angeles, California Details
Gregory Squires, CFA's Bel Air Investment Advisors Experience October 2012 - April 2014
Job Research Analyst at Causeway Capital Management LLC
Industry Investment Management
Experience
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

Saranne Vanina Saranne Vanina Greater Denver Area Details
Saranne Vanina's Bel Air Investment Advisors Experience 1998 - 2005
Job Client Service SpeciaIst at Summit Wealth Management
Industry Financial Services
Experience
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

Nicole Engel Nicole Engel Greater Chicago Area Details
Nicole Engel's Bel Air Investment Advisors Experience September 2006 - February 2008
Job Associate Regional Director at LJM Partners
Industry Financial Services
Experience
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

Jenniffer Andrew Jenniffer Andrew Greater Los Angeles Area Details
Jenniffer Andrew's Bel Air Investment Advisors Experience January 2007 - May 2013
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Alex Lewis Alex Lewis Greater New York City Area Details
Alex Lewis's Bel Air Investment Advisors Experience July 2008 - July 2011
Job CoFounder, CEO at PrettyFit
Industry Health, Wellness and Fitness
Experience
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

James Tsuffis James Tsuffis Greater Los Angeles Area Details
James Tsuffis's Bel Air Investment Advisors Experience September 2011 - October 2011
Job Finance Analyst Intern at Intel
Industry Investment Banking
Experience
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

Keith Conrad Keith Conrad Beverly Hills, California Details
Keith Conrad's Bel Air Investment Advisors Experience 2005 - Present
Job Macro Analyst at Bel Air Investment Advisors
Industry Investment Management
Experience
Bel Air Investment Advisors   2005 - Present
Goldman Sachs  July 2002 - March 2005

Education
Stanford University   1998 — 2002
Bachelor of Science (B.S.), International Economics

Hayden Cook Hayden Cook Los Angeles, California Details
Hayden Cook's Bel Air Investment Advisors Experience March 2013 - June 2013
Job Equity Analyst at Jacob Asset Management
Industry Financial Services
Experience
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

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