Berman Capital Advisors, LLC

Description

Address: 3475 Lenox Rd NE, Atlanta, GA 30326 Phone: (404) 554-4999: : Place name: Website: : : Hours: : : Category: Website: http://www.bermancapitaladv.com/ Category: Financial consultant 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 (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Berman Capital Advisors Posting publicly on the Web Write a review Reviews 1 Google review

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Berman Capital Advisors, LLC Employees

Employee
Years
Job
Industry
Justin Berman Justin Berman Greater Atlanta Area Details
Justin Berman's Berman Capital Advisors, LLC Experience November 2010 - Present
Job Principal and CEO at Berman Capital Advisors, LLC
Industry Financial Services
Experience
Berman Capital Advisors, LLC   November 2010 - Present
Goldman Sachs  August 2004 - October 2010

Skills
Asset Management

Education
Wharton Business School   2002 — 2004
MBA, Finance

Georgetown University   1995 — 1999
BSBA, Accounting, Economcs

Stephanie Effron Stephanie Effron Atlanta, Georgia Details
Stephanie Effron's Berman Capital Advisors, LLC Experience December 2014 - Present
Job Office Manager at Berman Capital Advisors, LLC
Industry Accounting
Experience
Berman Capital Advisors, LLC   December 2014 - Present
Brightwater Homes   November 2012 - April 2014
Kids II  February 2011 - October 2011
Crawford Communications/ Crawford Media Services   January 2006 - December 2010
Babush, Neiman, Kornman & Johnson, LLP   August 2002 - December 2005

Skills
Finance, Accounting, Tax, CPA, High Net Worth..., Tax Advisory, QuickBooks

Education
Tulane University - A.B. Freeman School of Business   1989 — 1993
BSM, Accounting

Polina Denissova, CFA Polina Denissova, CFA Atlanta, Georgia Details
Polina Denissova, CFA's Berman Capital Advisors, LLC Experience May 2015 - Present
Job Senior Investment Officer at Berman Capital Advisors, LLC
Industry Investment Management
Experience
Berman Capital Advisors, LLC   May 2015 - Present
Atlanta Society of Finance and Investment Professionals - ASFIP   January 2013 - Present
UPS  June 2012 - May 2015
American Appraisal Associates  March 2011 - June 2012
Alexandra Capital Partners   January 2010 - March 2011
Coleman Legal Group, LLC   January 2007 - January 2010

Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Matlab, Python, Private Equity, Real Estate, R, Risk Management, Capital Markets, Financial Analysis, Financial Modeling, Finance, Valuation, Equity Valuation, Bloomberg Terminal, Equity Research, Economics, Quantitative Research

Education
SYMMYS   2013 — 2013
Advanced Risk and Portfolio Management Bootcamp, Advanced Risk and Portfolio Management

Georgia State University - J. Mack Robinson College of Business   2007 — 2009
MBA, Finance and Risk Management

Уральский Государственный Университет им. А.М. Горького   1999 — 2003
Bachelors, Philosophy and Mathematics (minor)

Bo Gibbs Bo Gibbs Greater Atlanta Area Details
Bo Gibbs's Berman Capital Advisors, LLC Experience July 2013 - September 2014
Job President & CEO at Gibbs Financial Group
Industry Financial Services
Experience
Triumph Wealth Advisors, Inc   November 2014 - Present
TCM Securities, Inc   November 2014 - Present
Gibbs Financial Group   October 2009 - Present
IU Atlanta Alumni Association   January 2014 - Present
Berman Capital Advisors, LLC   July 2013 - September 2014
Ameritas Investment Corp.  September 2010 - July 2012
AEGON / Transamerica  October 2009 - September 2010
AEGON - Business Development   March 2009 - October 2009
AEGON / Transamerica Financial Group   2002 - 2009
AEGON Broker Dealer   March 1999 - April 2002

Skills
Business Strategy, Strategic Planning, Product Marketing, Leadership Development, Fixed Annuities, Leadership, Retirement Planning, Sales, Strategic Financial..., Life Insurance, Entrepreneurship, Business Planning, Retirement, Investments, Marketing, Small Business, IRAs, Term Life Insurance, Wealth Management, Universal Life, 401k, 401k Rollovers, Mutual Funds, Financial Planners, Investment Advisory, Wealth, Asset Management, Portfolio Management, Financial Services, Estate Planning, Asset Allocation, Financial Advisory, High Net Worth..., Wealth Accumulation, Disability Insurance, Variable Annuities, Financial Planning

Education
Indiana University Bloomington   1992 — 1997
Finance, Economics

East High School   1988 — 1992

Jason Combs Jason Combs Dallas, Texas Details
Jason Combs's Berman Capital Advisors, LLC Experience 2012 - 2012
Job Investment Analyst at Prudential Capital Group and CFA Candidate
Industry Investment Management
Experience
Prudential Capital Group  2013 - Present
Berman Capital Advisors, LLC   2012 - 2012
Merrill Lynch  April 2011 - August 2011

Skills
Portfolio Management, Customer Service, Hedge Funds, Microsoft Excel, Investments, Valuation, Asset Management, Investment Management, Securities, Asset Allocation, Financial Advisory, Financial Analysis

Education
The University of Texas at Austin   2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance

McKenna Hershberger McKenna Hershberger Atlanta, Georgia Details
McKenna Hershberger's Berman Capital Advisors, LLC Experience September 2014 - Present
Job Client Analyst at Berman Capital Advisors, LLC
Industry Financial Services
Experience
Berman Capital Advisors, LLC   September 2014 - Present
John E. Walker Department of Economics, Clemson University   August 2013 - May 2014
Academic Success Center  June 2012 - May 2013
Hilliard Lyons  May 2012 - August 2012
Academic Success Center  November 2010 - May 2012

Skills
Economics, Data Analysis, Econometrics, Stata, Access, LaTeX, Research, Financial Analysis, Statistics

Education
Clemson University   2012 — 2014
Master's Degree, Economics

Clemson University   2008 — 2012
Bachelor of Arts, Economics

Kelsey Ledford Kelsey Ledford Atlanta, Georgia Details
Kelsey Ledford's Berman Capital Advisors, LLC Experience February 2013 - November 2013
Job Licensing Coordinator at IMG College The Collegiate Licensing Company
Industry Marketing and Advertising
Experience
IMG College - The Collegiate Licensing Company   March 2014 - Present
Berman Capital Advisors, LLC   February 2013 - November 2013
SportsTrust Advisors  August 2012 - January 2013
Dickey Broadcasting  August 2012 - January 2013
The University of Georgia Athletic Association  April 2010 - January 2012

Skills
Photoshop, Microsoft Office, Social Media, PowerPoint, Illustrator, Final Cut Pro, Outlook, Microsoft Excel, Social Media Marketing, Marketing, Advertising, Event Planning, Public Speaking

Education
The University of Georgia   2007 — 2011
Bachelor of Business Administration, Marketing

The University of Georgia   2007 — 2011
Bachelor of Science, Sport Management

Russ Allen, CFA Russ Allen, CFA Greater Atlanta Area Details
Russ Allen, CFA's Berman Capital Advisors, LLC Experience August 2014 - Present
Job Chief Investment Officer at Berman Capital Advisors
Industry Investment Management
Experience
Berman Capital Advisors, LLC   August 2014 - Present
Balentine  May 2013 - August 2014
GLOBALT Investments   August 2007 - May 2013
GLOBALT Investments   August 2007 - May 2013
National Security Agency  2005 - 2007

Skills
Financial Analysis, Economics, Portfolio Management, Equity Research, Equity Valuation, Financial Modeling, Quantitative Investing, Portfolio Optimization, Investment Strategies, Investment Management, Chartered Financial..., Financial Statement..., ETFs, Quantitative Analytics, Due Diligence, Alternative Investments, Investment Banking, Asset Allocation, Equities, Hedge Funds, Investments, Asset Management, Valuation

Education
The Johns Hopkins University   1998 — 2000
Master's degree, International Relations

University of California, San Diego   2003 — 2005
Master's degree, Political Science

Wake Forest University   1993 — 1997
Bachelor's degree, History

Pace Academy   1990 — 1993

Lauren West, CFA Lauren West, CFA Greater Atlanta Area Details
Lauren West, CFA's Berman Capital Advisors, LLC Experience December 2014 - Present
Job Investment Analyst at Berman Capital Advisors, LLC
Industry Investment Management
Experience
Berman Capital Advisors, LLC   December 2014 - Present
Travel Sabbatical  October 2013 - September 2014
Russell Investments  September 2011 - September 2013
The Home Depot  November 2010 - July 2011
The Home Depot  May 2008 - November 2010
LCG Associates  January 2006 - May 2008
Hewitt Associates  June 2005 - January 2006

Skills
Investments, Portfolio Management, Superior Client Service, Investor Relations, Corporate Finance, Asset Allocation, Finance, Hedge Funds, Private Equity, Alternative Investments, Competitive Analysis, Forecasting, Analysis, CRM, Mutual Funds, Asset Management

Education
Georgia Institute of Technology   2001 — 2005
BS Management, Finance & Economics

Geoffrey Lasda Geoffrey Lasda Greater Minneapolis-St. Paul Area Details
Geoffrey Lasda's Berman Capital Advisors, LLC Experience November 2010 - August 2013
Job COO at Aether Strategies, LLC
Industry Banking
Experience
Aether Strategies, LLC   August 2014 - Present
Drake Libby LLC   September 2013 - January 2014
Berman Capital Advisors, LLC   November 2010 - August 2013
Credit Suisse  March 2007 - November 2010
The Kent School   2000 - 2002

Skills
Fixed Income, Equities, Private Equity, Series 7, Investments, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling, Bloomberg

Education
Princeton University   1996 — 2000