Berger Funds
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Berger Funds Employees
Employee
Years
Job
Industry
Jason Kjellson Jason Kjellson's Berger Funds Experience May 2000 - November 2002
Job Director at Triton Pacific Securities
Industry Financial Services
Experience
Triton Pacific Securities February 2015 - Present
Time Equities, Inc. October 2012 - February 2015
Dimirak Securities Corporation January 2011 - October 2012
Home Path Financial October 2008 - July 2011
Unity Building Group September 2007 - October 2008
Walton International Group October 2006 - September 2007
Manning & Napier November 2002 - September 2006
Berger Funds May 2000 - November 2002
Skills
Excel, Salesforce.com, Wholesaling, Investments, Asset Management, Mutual Funds, Real Estate Investment, Alternative Investments, Securities, Equities, Due Diligence, Private Equity, Investment Strategies, Wealth Management, FINRA, Venture Capital, Investment Advisory, Financial Analysis, Funding, Retirement, Financial Advisory, Product Development, Asset Allocation, Sales Management, Private Placements, Financial Markets, Customer Relations, Selling, Strategic Planning, Small Business, Investment Banking, Investors, Capital Markets, Series 63, New Business Development, Investment Products, Business Strategy, Corporate Finance, Start-ups, Structured Products, Competitive Analysis, Fundraising, Separately Managed..., Market Research, Public Speaking, Real Estate Finance, Strategy Development, Series 7, Series 24, Real Estate Economics
Education
University of South Carolina-Columbia 1989 — 1993
Finance
Triton Pacific Securities February 2015 - Present
Time Equities, Inc. October 2012 - February 2015
Dimirak Securities Corporation January 2011 - October 2012
Home Path Financial October 2008 - July 2011
Unity Building Group September 2007 - October 2008
Walton International Group October 2006 - September 2007
Manning & Napier November 2002 - September 2006
Berger Funds May 2000 - November 2002
Skills
Excel, Salesforce.com, Wholesaling, Investments, Asset Management, Mutual Funds, Real Estate Investment, Alternative Investments, Securities, Equities, Due Diligence, Private Equity, Investment Strategies, Wealth Management, FINRA, Venture Capital, Investment Advisory, Financial Analysis, Funding, Retirement, Financial Advisory, Product Development, Asset Allocation, Sales Management, Private Placements, Financial Markets, Customer Relations, Selling, Strategic Planning, Small Business, Investment Banking, Investors, Capital Markets, Series 63, New Business Development, Investment Products, Business Strategy, Corporate Finance, Start-ups, Structured Products, Competitive Analysis, Fundraising, Separately Managed..., Market Research, Public Speaking, Real Estate Finance, Strategy Development, Series 7, Series 24, Real Estate Economics
Education
University of South Carolina-Columbia 1989 — 1993
Finance
Steven Fossel Steven Fossel's Berger Funds Experience February 1998 - January 2003
Job Founder at Fossel Capital mgmt
Industry Investment Management
Experience
FCM January 2003 - Present
Berger Funds February 1998 - January 2003
Salomon Brothers Asset Management August 1992 - January 1998
Lehman Brothers August 1990 - July 1992
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Portfolio Management, Investments, Financial Analysis, Venture Capital, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Equities, Valuation, Investment Management, Capital Markets, Equity Research
Education
Middlebury College 1986 — 1990
BS, Economics
John Jay hs
FCM January 2003 - Present
Berger Funds February 1998 - January 2003
Salomon Brothers Asset Management August 1992 - January 1998
Lehman Brothers August 1990 - July 1992
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, Portfolio Management, Investments, Financial Analysis, Venture Capital, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Equities, Valuation, Investment Management, Capital Markets, Equity Research
Education
Middlebury College 1986 — 1990
BS, Economics
John Jay hs
Lisa (Decker) Carlson's Berger Funds Experience 1999 - 2003
Job Corporate Law Paralegal
Industry Legal Services
Experience
Law Firm of John Evans, L.L.C. January 2010 - Present
Dividend Capital October 2005 - October 2009
Holland & Hart LLP July 2005 - October 2005
Investment Research Corporation May 2003 - August 2004
Berger Funds 1999 - 2003
Openheimer Funds 1996 - 1999
Skills
Legal Research, Corporate Law, Litigation, Civil Litigation, Bankruptcy, Estate Planning, Licensing, Wills, Management, Securities, Document Review, Estate Administration, Litigation Support, Westlaw, Legal Assistance, Lexis, Pleadings, Legal Writing, Due Diligence, Notary Public, Legal Documents, Document Drafting
Education
Denver Paralegal Institute 2004 — 2005
Paralegal Certificate, ABA Approved Paralegal Certificate
University of Colorado Boulder
Business Management, Business, Marketing/ Management
Law Firm of John Evans, L.L.C. January 2010 - Present
Dividend Capital October 2005 - October 2009
Holland & Hart LLP July 2005 - October 2005
Investment Research Corporation May 2003 - August 2004
Berger Funds 1999 - 2003
Openheimer Funds 1996 - 1999
Skills
Legal Research, Corporate Law, Litigation, Civil Litigation, Bankruptcy, Estate Planning, Licensing, Wills, Management, Securities, Document Review, Estate Administration, Litigation Support, Westlaw, Legal Assistance, Lexis, Pleadings, Legal Writing, Due Diligence, Notary Public, Legal Documents, Document Drafting
Education
Denver Paralegal Institute 2004 — 2005
Paralegal Certificate, ABA Approved Paralegal Certificate
University of Colorado Boulder
Business Management, Business, Marketing/ Management
Katha Stuart's Berger Funds Experience November 1995 - January 1998
Job Volunteer
Industry Marketing and Advertising
Experience
Roswell High School Governance Council March 2014 - Present
Self-Employed December 2010 - Present
Relay For Life of Roswell July 2013 - May 2014
Crabapple Middle School PTA May 2011 - May 2013
Relay For Life of Roswell July 2009 - June 2012
Berger Funds November 1995 - January 1998
INVESCO Funds Group November 1987 - November 1995
Skills
Marketing Communications, Advertising, Event Planning, Marketing, Social Media Marketing, Social Media, Public Relations, Online Marketing, Marketing Strategy, Social Networking, Email Marketing, Integrated Marketing, Newsletters, Online Advertising, Strategic Planning, Corporate Communications, Marketing Research, Account Management, Trade Shows, Event Management, Copywriting, Fundraising, Press Releases, Leadership, Media Relations, Sales
Education
Georgia State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Roswell High School Governance Council March 2014 - Present
Self-Employed December 2010 - Present
Relay For Life of Roswell July 2013 - May 2014
Crabapple Middle School PTA May 2011 - May 2013
Relay For Life of Roswell July 2009 - June 2012
Berger Funds November 1995 - January 1998
INVESCO Funds Group November 1987 - November 1995
Skills
Marketing Communications, Advertising, Event Planning, Marketing, Social Media Marketing, Social Media, Public Relations, Online Marketing, Marketing Strategy, Social Networking, Email Marketing, Integrated Marketing, Newsletters, Online Advertising, Strategic Planning, Corporate Communications, Marketing Research, Account Management, Trade Shows, Event Management, Copywriting, Fundraising, Press Releases, Leadership, Media Relations, Sales
Education
Georgia State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Lynda Harper's Berger Funds Experience July 2002 - May 2003
Job Customer Service expert
Industry Insurance
Experience
American National Insurance (Nick Linch agency) September 2015 - Present
ISE (International Student Exchange) December 2010 - Present
DaVita November 2011 - 2015
Invesco Aim 2003 - 2009
Berger Funds July 2002 - May 2003
Janus Capital Group 1997 - 2001
Skills
Coaching, Finance, Team Building, Sales, Microsoft Word, Mutual Funds, Event Planning, Leadership Development, Customer Service, Outlook, Training, Call Centers, Process Improvement, Microsoft Excel, Time Management, Management
Education
Northern Arizona University 1988 — 1993
Bachelor of Science, Hotel and Restaurant Management
Community College of Aurora 2011 — 2012
Business Technology Cerfificate, Still working on completing
Walt Disney World Management training proram 1989 — 1989
Management Training Program, Hotel, Motel, and Restaurant Management
American National Insurance (Nick Linch agency) September 2015 - Present
ISE (International Student Exchange) December 2010 - Present
DaVita November 2011 - 2015
Invesco Aim 2003 - 2009
Berger Funds July 2002 - May 2003
Janus Capital Group 1997 - 2001
Skills
Coaching, Finance, Team Building, Sales, Microsoft Word, Mutual Funds, Event Planning, Leadership Development, Customer Service, Outlook, Training, Call Centers, Process Improvement, Microsoft Excel, Time Management, Management
Education
Northern Arizona University 1988 — 1993
Bachelor of Science, Hotel and Restaurant Management
Community College of Aurora 2011 — 2012
Business Technology Cerfificate, Still working on completing
Walt Disney World Management training proram 1989 — 1989
Management Training Program, Hotel, Motel, and Restaurant Management
J.D. Padgett, CFA J.D. Padgett, CFA's Berger Funds Experience 2000 - 2002
Job Founder and Portfolio Manager ALMAK Capital, LLC
Industry Investment Management
Experience
ALMAK Capital, LLC January 2010 - Present
The Boston Company (Founders Asset Management) 2002 - January 2009
Berger Funds 2000 - 2002
Colorado PERA 1997 - 2000
National Investment Bank and Brokerage firm 1992 - 1997
Education
Pepperdine University 1988 — 1992
BS, Business Administration
ALMAK Capital, LLC January 2010 - Present
The Boston Company (Founders Asset Management) 2002 - January 2009
Berger Funds 2000 - 2002
Colorado PERA 1997 - 2000
National Investment Bank and Brokerage firm 1992 - 1997
Education
Pepperdine University 1988 — 1992
BS, Business Administration
Josh Freedman Josh Freedman's Berger Funds Experience 1997 - 2002
Job Chief Operating Officer at Elk Creek Partners
Industry Financial Services
Experience
Elk Creek Partners May 2011 - Present
Denver Urban Scholars 2003 - 2014
Platte River Capital May 2006 - May 2011
Three Peaks Capital 2004 - 2006
Glass Lewis 2003 - 2004
Berger Funds 1997 - 2002
Janus 1993 - 1997
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Finance
University of San Diego 1989 — 1993
Bachelors of Business Administration
Littleton High School 1986 — 1989
Elk Creek Partners May 2011 - Present
Denver Urban Scholars 2003 - 2014
Platte River Capital May 2006 - May 2011
Three Peaks Capital 2004 - 2006
Glass Lewis 2003 - 2004
Berger Funds 1997 - 2002
Janus 1993 - 1997
Education
University of Denver - Daniels College of Business 1995 — 1997
MBA, Finance
University of San Diego 1989 — 1993
Bachelors of Business Administration
Littleton High School 1986 — 1989
Pom Moon's Berger Funds Experience 1999 - 2001
Job Restauranteur
Industry Restaurants
Experience
Seoul Tofu Grill 2011 - Present
Luna Market 2009 - Present
Moon Real Estate Investments LLC January 2008 - Present
prudential 2004 - 2011
Streampoint Financial Systems 2001 - 2002
Berger Funds 1999 - 2001
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA/MSIT, Management and IT
University of Denver - Daniels College of Business 1993 — 1997
BA, Finance
Seoul Tofu Grill 2011 - Present
Luna Market 2009 - Present
Moon Real Estate Investments LLC January 2008 - Present
prudential 2004 - 2011
Streampoint Financial Systems 2001 - 2002
Berger Funds 1999 - 2001
Education
University of Denver - Daniels College of Business 1999 — 2001
MBA/MSIT, Management and IT
University of Denver - Daniels College of Business 1993 — 1997
BA, Finance
Jonathan Wolff, CFA's Berger Funds Experience April 1995 - April 2002
Job Trader at Red Rocks Capital, LLC
Industry Financial Services
Experience
Red Rocks Capital, LLC April 2011 - Present
ICAP June 2009 - April 2011
Deer Creek Capital January 2006 - January 2009
First Albany April 2002 - December 2005
Berger Funds April 1995 - April 2002
Mabon Securities 1992 - 1995
Education
University of Denver - Daniels College of Business 1997 — 2001
MBA, Finance
Hobart and William Smith Colleges 1988 — 1992
BA, Mathematics
Rye High School 1984 — 1988
Red Rocks Capital, LLC April 2011 - Present
ICAP June 2009 - April 2011
Deer Creek Capital January 2006 - January 2009
First Albany April 2002 - December 2005
Berger Funds April 1995 - April 2002
Mabon Securities 1992 - 1995
Education
University of Denver - Daniels College of Business 1997 — 2001
MBA, Finance
Hobart and William Smith Colleges 1988 — 1992
BA, Mathematics
Rye High School 1984 — 1988
Ian Horowitz, CFA's Berger Funds Experience 1997 - 1998
Job Managing Partner at ICH Remediation Holdings LLC
Industry Investment Banking
Experience
ICH Remediation Holdings LLC December 2012 - Present
Topeka Capital Markets, Inc October 2011 - November 2012
Rafferty Capital Markets 2009 - 2011
Soleil Securities 2005 - 2009
First Investors Corporation 2004 - 2005
NorAm Biofuel, Inc. 2004 - 2005
Hintz, Holman, Robillard 2001 - 2003
oppenheimer funds 1999 - 2001
Berger Funds 1997 - 1998
Founders Asset Management 1996 - 1998
Skills
Equity Research, Equities, Investments, Portfolio Management, Capital Markets, Asset Management, Financial Modeling, Commodity, Finance, Valuation, Market Analysis, Agriculture, Series 7, Agribusiness, Corporate Finance, Mutual Funds, Capital Structure, Start-ups, Options, Portfolio Optimization, Hedge Funds, Securities, Private Equity, Financial Analysis, Mergers & Acquisitions, Bloomberg, Equity Research Analysis, Strategy, Derivatives, Analysis, Investment Banking, Trading, Equity Trading, Equity Valuation, Alternative Investments, Entrepreneurship, IPO, Financial Markets, Supervisory Analyst, Due Diligence, Financial Statements &..., Customer Service - Cost..., Portfolio Design, Commodity Analysis, Team Leadership &..., Project Leadership &..., Investor & Government..., Presentations, Small Business, Client Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Accounting
Dickinson College 1989 — 1993
BA, Political Science
ICH Remediation Holdings LLC December 2012 - Present
Topeka Capital Markets, Inc October 2011 - November 2012
Rafferty Capital Markets 2009 - 2011
Soleil Securities 2005 - 2009
First Investors Corporation 2004 - 2005
NorAm Biofuel, Inc. 2004 - 2005
Hintz, Holman, Robillard 2001 - 2003
oppenheimer funds 1999 - 2001
Berger Funds 1997 - 1998
Founders Asset Management 1996 - 1998
Skills
Equity Research, Equities, Investments, Portfolio Management, Capital Markets, Asset Management, Financial Modeling, Commodity, Finance, Valuation, Market Analysis, Agriculture, Series 7, Agribusiness, Corporate Finance, Mutual Funds, Capital Structure, Start-ups, Options, Portfolio Optimization, Hedge Funds, Securities, Private Equity, Financial Analysis, Mergers & Acquisitions, Bloomberg, Equity Research Analysis, Strategy, Derivatives, Analysis, Investment Banking, Trading, Equity Trading, Equity Valuation, Alternative Investments, Entrepreneurship, IPO, Financial Markets, Supervisory Analyst, Due Diligence, Financial Statements &..., Customer Service - Cost..., Portfolio Design, Commodity Analysis, Team Leadership &..., Project Leadership &..., Investor & Government..., Presentations, Small Business, Client Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Accounting
Dickinson College 1989 — 1993
BA, Political Science
Lance Campbell's Berger Funds Experience March 2001 - May 2003
Job
Industry Investment Management
Experience
INTECH Investment Management LLC (a Janus Capital Group Company) September 2005 - Present
TCAdvisors Network Inc. January 2004 - August 2005
Trust Company of America June 2003 - August 2005
Berger Funds March 2001 - May 2003
Berger Financial Group LLC August 1999 - May 2003
Price Waterhouse August 1997 - August 1999
Skills
Financial Reporting, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Financial Modeling, Valuation, Asset Managment, Finance, Financial Services, Corporate Finance, Analysis, Internal Controls, Equities, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
B.S.-Business Administration
INTECH Investment Management LLC (a Janus Capital Group Company) September 2005 - Present
TCAdvisors Network Inc. January 2004 - August 2005
Trust Company of America June 2003 - August 2005
Berger Funds March 2001 - May 2003
Berger Financial Group LLC August 1999 - May 2003
Price Waterhouse August 1997 - August 1999
Skills
Financial Reporting, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Financial Modeling, Valuation, Asset Managment, Finance, Financial Services, Corporate Finance, Analysis, Internal Controls, Equities, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
B.S.-Business Administration