Bingham Legg Advisers
Industry: Company
DescriptionFounded: 1999
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Bingham Legg Advisers Employees
Employee
Years
Job
Industry
William Armenta William Armenta's Bingham Legg Advisers Experience 2004 - 2005
Job Head of Strategic Partnerships at Addepar
Industry Financial Services
Experience
Addepar 2012 - 2015
Goldman Sachs 2010 - 2012
Fidelity Investments 2006 - 2010
Bingham Legg Advisers 2004 - 2005
Skills
Prime Brokerage, Security Operations, Portfolio Management, Asset Allocation, Tactical Asset..., Due Diligence, Account Management, Wealth Management, Spanish-speaking, Product Development, Sales, Series 7, Series 63, Hedge Funds, Financial Modeling
Education
Babson College 2002 — 2006
BS, Business Management, Finance, Entrepreneurship
Universidad Pontificia de Salamanca
Economy of European Union
Addepar 2012 - 2015
Goldman Sachs 2010 - 2012
Fidelity Investments 2006 - 2010
Bingham Legg Advisers 2004 - 2005
Skills
Prime Brokerage, Security Operations, Portfolio Management, Asset Allocation, Tactical Asset..., Due Diligence, Account Management, Wealth Management, Spanish-speaking, Product Development, Sales, Series 7, Series 63, Hedge Funds, Financial Modeling
Education
Babson College 2002 — 2006
BS, Business Management, Finance, Entrepreneurship
Universidad Pontificia de Salamanca
Economy of European Union
Julia Schwartz Julia Schwartz's Bingham Legg Advisers Experience December 2006 - March 2007
Job
Industry Financial Services
Experience
Citi August 2015 - Present
IBM May 2014 - August 2014
Sulia, Inc. August 2011 - June 2013
IndustryGraph April 2011 - May 2011
Farmer & Company October 2008 - December 2010
Book of Odds, Inc. June 2007 - September 2007
Bingham Legg Advisers December 2006 - March 2007
Skills
Strategy, Social Media, Advertising Management, Start-ups, Data Analysis, Management Consulting, Analytics, Program Management, Microsoft Excel, Research, Data Presentation, Marketing Strategy, Management, Competitive Analysis, Financial Analysis, Google Analytics, Business Development, Blogging, Business Analysis, Business Growth, Consumer Marketing, Data Modeling, Editorial Development, Editorial Strategy, Global Business..., Global Management, Global Strategy, Internet Media, Market Analysis, New Media Strategy, Presentation Development, Report Writing, Small Business..., Social Networking Sites, Socially Responsible..., Sociology, Strategic Consulting, Strategy Development, Writing
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
B.A.
Citi August 2015 - Present
IBM May 2014 - August 2014
Sulia, Inc. August 2011 - June 2013
IndustryGraph April 2011 - May 2011
Farmer & Company October 2008 - December 2010
Book of Odds, Inc. June 2007 - September 2007
Bingham Legg Advisers December 2006 - March 2007
Skills
Strategy, Social Media, Advertising Management, Start-ups, Data Analysis, Management Consulting, Analytics, Program Management, Microsoft Excel, Research, Data Presentation, Marketing Strategy, Management, Competitive Analysis, Financial Analysis, Google Analytics, Business Development, Blogging, Business Analysis, Business Growth, Consumer Marketing, Data Modeling, Editorial Development, Editorial Strategy, Global Business..., Global Management, Global Strategy, Internet Media, Market Analysis, New Media Strategy, Presentation Development, Report Writing, Small Business..., Social Networking Sites, Socially Responsible..., Sociology, Strategic Consulting, Strategy Development, Writing
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
B.A.
Leah Sciabarrasi, CFP® Leah Sciabarrasi, CFP®'s Bingham Legg Advisers Experience October 2001 - May 2003
Job Partner & Managing Director at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC March 2013 - Present
Crittenton Women's Union April 2011 - Present
Achieve in Africa 2009 - January 2014
Crestwood Advisors LLC October 2008 - March 2013
Crestwood Advisors LLC May 2003 - October 2008
Bingham Legg Advisers October 2001 - May 2003
Skills
Wealth Management, Asset Allocation, Investment Advisory, Philanthropy, Nonprofits, Estate Planning, Fundraising, Strategic Planning, Investment Management, High Net Worth..., Project Management, Investment Strategies, Asset Management
Education
Brandeis University 1997 — 2001
CFP Board 2007 — 2007
Certified Financial Planner
Crestwood Advisors LLC March 2013 - Present
Crittenton Women's Union April 2011 - Present
Achieve in Africa 2009 - January 2014
Crestwood Advisors LLC October 2008 - March 2013
Crestwood Advisors LLC May 2003 - October 2008
Bingham Legg Advisers October 2001 - May 2003
Skills
Wealth Management, Asset Allocation, Investment Advisory, Philanthropy, Nonprofits, Estate Planning, Fundraising, Strategic Planning, Investment Management, High Net Worth..., Project Management, Investment Strategies, Asset Management
Education
Brandeis University 1997 — 2001
CFP Board 2007 — 2007
Certified Financial Planner
Constantine (Dino) Pantelis's Bingham Legg Advisers Experience 1997 - 2001
Job Chief of Trust Operations/Vice President at Perspecta Trust LLC
Industry Financial Services
Experience
Perspecta Trust LLC January 2007 - Present
NH Trust Council November 2010 - Present
Congress Asset Management 2002 - 2006
Bingham Legg Advisers 1997 - 2001
Bingham McCutchen 1997 - 2001
Atlantic Trust 1993 - 1997
Boston Harbor Trust Company, N.A. 1989 - 1993
Gaston & Snow 1983 - 1989
Skills
Private Trust Companies, Wealth Management..., Family Office, Personal Trust..., Wealth Management, Investment Management, Trust Management, Trust Services, Asset Management, Hedge Funds, Private Equity, Investment Advisory, High Net Worth..., Portfolio Management, Investments, Fixed Income, Asset Managment, Charitable Trusts, Private Foundations, Alternative Investments, Strategic Financial..., Entity Formations, Tax Advisory, Estate Administration, Estate Planning, Estate Tax Planning, Banking, Vendor Management, Financial Regulation, Compliance, Regulatory Compliance
Education
Boston University
Perspecta Trust LLC January 2007 - Present
NH Trust Council November 2010 - Present
Congress Asset Management 2002 - 2006
Bingham Legg Advisers 1997 - 2001
Bingham McCutchen 1997 - 2001
Atlantic Trust 1993 - 1997
Boston Harbor Trust Company, N.A. 1989 - 1993
Gaston & Snow 1983 - 1989
Skills
Private Trust Companies, Wealth Management..., Family Office, Personal Trust..., Wealth Management, Investment Management, Trust Management, Trust Services, Asset Management, Hedge Funds, Private Equity, Investment Advisory, High Net Worth..., Portfolio Management, Investments, Fixed Income, Asset Managment, Charitable Trusts, Private Foundations, Alternative Investments, Strategic Financial..., Entity Formations, Tax Advisory, Estate Administration, Estate Planning, Estate Tax Planning, Banking, Vendor Management, Financial Regulation, Compliance, Regulatory Compliance
Education
Boston University
Michael Eckton Michael Eckton's Bingham Legg Advisers Experience January 1999 - January 2003
Job CoFounder & Managing Partner Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Drew M. Schneller, CFA Drew M. Schneller, CFA's Bingham Legg Advisers Experience 2000 - 2007
Job Portfolio Manager at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC July 2008 - Present
Wilmington Trust Boston (formerly Bingham Legg Advisers) May 2000 - June 2008
Bingham Legg Advisers 2000 - 2007
State Street May 1994 - May 2000
Bank of Boston February 1988 - May 1992
Moseley Securities February 1984 - December 1987
Skills
Investments, Bonds, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Equities, Investment Advisory, Wealth Management, Mutual Funds, Financial Modeling, Capital Markets, Private Equity, Valuation, Asset Management, Investment Management, Investment Strategies, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Harvard University 1984 — 1986
Certificate of Special Studies, Administration and Management
Franklin & Marshall College 1979 — 1983
BA, Economics
Welch & Forbes LLC July 2008 - Present
Wilmington Trust Boston (formerly Bingham Legg Advisers) May 2000 - June 2008
Bingham Legg Advisers 2000 - 2007
State Street May 1994 - May 2000
Bank of Boston February 1988 - May 1992
Moseley Securities February 1984 - December 1987
Skills
Investments, Bonds, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Equities, Investment Advisory, Wealth Management, Mutual Funds, Financial Modeling, Capital Markets, Private Equity, Valuation, Asset Management, Investment Management, Investment Strategies, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Harvard University 1984 — 1986
Certificate of Special Studies, Administration and Management
Franklin & Marshall College 1979 — 1983
BA, Economics
Molly Volkmann's Bingham Legg Advisers Experience 2003 - 2007
Job President, District Consulting
Industry Financial Services
Experience
District Consulting July 2012 - Present
Arrowstreet Capital September 2007 - June 2012
Bingham Legg Advisers 2003 - 2007
Skills
Investments, Asset Managment, Wealth Management, Equities, ETFs, Hedge Funds, Asset Management
Education
Suffolk University 2010 — 2014
Master's degree, Accounting
The University of Connecticut 1997 — 2001
Bachelor's degree, Economics
District Consulting July 2012 - Present
Arrowstreet Capital September 2007 - June 2012
Bingham Legg Advisers 2003 - 2007
Skills
Investments, Asset Managment, Wealth Management, Equities, ETFs, Hedge Funds, Asset Management
Education
Suffolk University 2010 — 2014
Master's degree, Accounting
The University of Connecticut 1997 — 2001
Bachelor's degree, Economics
Angela Rizzo's Bingham Legg Advisers Experience 2005 - 2007
Job Relationship Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2011 - Present
Wilmington Trust 2008 - 2011
Bingham Legg Advisers 2005 - 2007
Coldwell Banker 2004 - 2005
Education
University of Massachusetts, Amherst 2000 — 2004
Needham High School 1996 — 2000
Wilmington Trust 2011 - Present
Wilmington Trust 2008 - 2011
Bingham Legg Advisers 2005 - 2007
Coldwell Banker 2004 - 2005
Education
University of Massachusetts, Amherst 2000 — 2004
Needham High School 1996 — 2000
Sarah Ingalls's Bingham Legg Advisers Experience April 2004 - May 2005
Job Billing Specialist
Industry Legal Services
Experience
Brownstein Hyatt Farber Schreck May 2014 - Present
Lionel Sawyer and Collins August 2007 - April 2014
Mendes & Mount June 2006 - August 2007
Stone, Rosenblatt and Cha June 2005 - March 2006
Bingham Legg Advisers April 2004 - May 2005
Condon & Forsyth LLP January 2000 - March 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Research, Office Management, Accounts Receivable, Accounts Payable, Client Billing, Billing Process, Third Party Billing, Account Reconciliation, Invoicing, Spreadsheets, Timeslips, TyMetrix, Accounting, Training, Legal Assistance, Invoice Processing, Cash Receipts, 10 Key, Filing, Serengeti, Elite Webview, Editing, Expenses
Education
University of California, Los Angeles 1999 — 2001
Bachelors, Political Science
Leigh High School 1992 — 1996
Brownstein Hyatt Farber Schreck May 2014 - Present
Lionel Sawyer and Collins August 2007 - April 2014
Mendes & Mount June 2006 - August 2007
Stone, Rosenblatt and Cha June 2005 - March 2006
Bingham Legg Advisers April 2004 - May 2005
Condon & Forsyth LLP January 2000 - March 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Research, Office Management, Accounts Receivable, Accounts Payable, Client Billing, Billing Process, Third Party Billing, Account Reconciliation, Invoicing, Spreadsheets, Timeslips, TyMetrix, Accounting, Training, Legal Assistance, Invoice Processing, Cash Receipts, 10 Key, Filing, Serengeti, Elite Webview, Editing, Expenses
Education
University of California, Los Angeles 1999 — 2001
Bachelors, Political Science
Leigh High School 1992 — 1996
Tom Gibson, CFA, CPA's Bingham Legg Advisers Experience November 1999 - August 2005
Job Chief Compliance Officer/Chief Financial Officer at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Investment Management
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC August 2005 - Present
Bingham Legg Advisers November 1999 - August 2005
Investors Bank & Trust February 1996 - November 1999
FDIC January 1990 - February 1996
Skills
Certificate in...
Education
Bentley University 1997 — 1999
Master of Science (MS), Finance, General
Suffolk University - Sawyer School of Management 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Suffolk University - Sawyer School of Management 1982 — 1986
BSBA, Accounting and Business/Management
Dalton, Greiner, Hartman, Maher & Co., LLC August 2005 - Present
Bingham Legg Advisers November 1999 - August 2005
Investors Bank & Trust February 1996 - November 1999
FDIC January 1990 - February 1996
Skills
Certificate in...
Education
Bentley University 1997 — 1999
Master of Science (MS), Finance, General
Suffolk University - Sawyer School of Management 1989 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Suffolk University - Sawyer School of Management 1982 — 1986
BSBA, Accounting and Business/Management
Ria M. Hart, CFA's Bingham Legg Advisers Experience September 2001 - June 2007
Job Vice President at Barclays | Wealth & Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management October 2010 - Present
Wilmington Trust June 2007 - October 2010
Bingham Legg Advisers September 2001 - June 2007
Education
Bowdoin College
Economics and Environmental Studies
Barclays Wealth and Investment Management October 2010 - Present
Wilmington Trust June 2007 - October 2010
Bingham Legg Advisers September 2001 - June 2007
Education
Bowdoin College
Economics and Environmental Studies
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