Boston Advisors
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1984 Parent organization: Bank of America
Boston Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Boston Advisors Employees
Employee
Years
Job
Industry
Nancy Mandel Nancy Mandel's Boston Advisors Experience November 2004 - May 2008
Job Electronic Trading at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
Nancy (Gardner) Delisle's Boston Advisors Experience November 2004 - April 2007
Job Human Resources Coordinator at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias November 2007 - Present
Brigham and Women's Hospital April 2007 - June 2007
Boston Advisors November 2004 - April 2007
Education
Bridgewater State College 2001 — 2004
Bachelor of Arts (B.A.), Communication Studies with a minor in Public Relations
Westfield State College 1999 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
CBIZ Tofias November 2007 - Present
Brigham and Women's Hospital April 2007 - June 2007
Boston Advisors November 2004 - April 2007
Education
Bridgewater State College 2001 — 2004
Bachelor of Arts (B.A.), Communication Studies with a minor in Public Relations
Westfield State College 1999 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Stephen Carella Stephen Carella's Boston Advisors Experience June 2014 - August 2014
Job Graduate Student
Industry Financial Services
Experience
Boston Advisors June 2014 - August 2014
Nichols College Academic Resource Center October 2009 - May 2012
Freshman Professional Development Seminar October 2009 - December 2011
Parks and Recreation Tennis Department April 2007 - April 2011
Skills
Time Management, Training, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Public Speaking, Accounting, Outlook, Data Analysis, Research, Tutoring
Education
Bentley University 2012 — 2013
MS, Finance
Nichols College 2008 — 2012
Bachelor of Science, Business Administration, Accounting and Finance
Rocky Hill High School 2004 — 2008
Diploma
Boston Advisors June 2014 - August 2014
Nichols College Academic Resource Center October 2009 - May 2012
Freshman Professional Development Seminar October 2009 - December 2011
Parks and Recreation Tennis Department April 2007 - April 2011
Skills
Time Management, Training, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis, Public Speaking, Accounting, Outlook, Data Analysis, Research, Tutoring
Education
Bentley University 2012 — 2013
MS, Finance
Nichols College 2008 — 2012
Bachelor of Science, Business Administration, Accounting and Finance
Rocky Hill High School 2004 — 2008
Diploma
Sarah N. Samuels, CFA Sarah N. Samuels, CFA's Boston Advisors Experience May 2010 - June 2011
Job Deputy Chief Investment Officer at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management April 2015 - Present
Massachusetts Pension Reserves Investment Management November 2013 - April 2015
Massachusetts Pension Reserves Investment Management January 2013 - November 2013
Massachusetts Pension Reserves Investment Management June 2011 - December 2012
Boston Advisors May 2010 - June 2011
Wellington Management Company April 2006 - May 2010
Wellington Management August 2004 - April 2006
Skills
Asset Allocation, Asset Managment, Bloomberg, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Capital Markets, Private Equity, Derivatives, Asset Management
Education
Boston University Graduate School of Management 2008 — 2011
Master of Business Administration, Finance Concentration
University of New Hampshire 2000 — 2004
BA
Massachusetts Pension Reserves Investment Management April 2015 - Present
Massachusetts Pension Reserves Investment Management November 2013 - April 2015
Massachusetts Pension Reserves Investment Management January 2013 - November 2013
Massachusetts Pension Reserves Investment Management June 2011 - December 2012
Boston Advisors May 2010 - June 2011
Wellington Management Company April 2006 - May 2010
Wellington Management August 2004 - April 2006
Skills
Asset Allocation, Asset Managment, Bloomberg, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Capital Markets, Private Equity, Derivatives, Asset Management
Education
Boston University Graduate School of Management 2008 — 2011
Master of Business Administration, Finance Concentration
University of New Hampshire 2000 — 2004
BA
Roy Roychoudhury Roy Roychoudhury's Boston Advisors Experience January 1997 - October 1999
Job Private Mortgage Banker at Wells Fargo / NMLS# 483889
Industry Financial Services
Experience
Private Mortgage Bank February 2012 - Present
Bank of America Home Loans March 2006 - January 2012
Scout Mortgage October 2003 - March 2006
Paul Hastings November 1999 - April 2003
Boston Advisors January 1997 - October 1999
JPMorgan Chase December 1994 - December 1996
Deloitte January 1993 - April 1993
Skills
FHA, Loan Origination, Refinance, Mortgage Banking, Mortgage Lending
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
BSBA, Accounting (Honors)
Marysville HIgh School 1986 — 1990
Private Mortgage Bank February 2012 - Present
Bank of America Home Loans March 2006 - January 2012
Scout Mortgage October 2003 - March 2006
Paul Hastings November 1999 - April 2003
Boston Advisors January 1997 - October 1999
JPMorgan Chase December 1994 - December 1996
Deloitte January 1993 - April 1993
Skills
FHA, Loan Origination, Refinance, Mortgage Banking, Mortgage Lending
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
BSBA, Accounting (Honors)
Marysville HIgh School 1986 — 1990
Lisa Bozoyan Sebesta Lisa Bozoyan Sebesta's Boston Advisors Experience November 2006 - June 2012
Job Founder and Managing Partner, Fresh Source Capital
Industry Investment Management
Experience
Fresh Source Capital May 2013 - Present
Slow Money Boston December 2012 - Present
Sage Impact Investment Research and Consulting July 2012 - Present
Fair Food Fund December 2012 - April 2014
Boston Advisors November 2006 - June 2012
Batterymarch Financial Management October 2000 - October 2006
Boston Advisors, Inc. December 1997 - October 2000
Skills
Portfolio Management, Quantitative Investing, Quantitative Research, Client Relations Skills, Equities, Hedge Funds, Alternative Investments, Financial Services, Investments, Trading, Investment Management, Finance, Options, Mutual Funds, Asset Allocation, Bloomberg, Asset Management, Due Diligence, Financial Modeling
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MA, International Relations and Business
College of the Holy Cross 1988 — 1992
1992, Economics
Fresh Source Capital May 2013 - Present
Slow Money Boston December 2012 - Present
Sage Impact Investment Research and Consulting July 2012 - Present
Fair Food Fund December 2012 - April 2014
Boston Advisors November 2006 - June 2012
Batterymarch Financial Management October 2000 - October 2006
Boston Advisors, Inc. December 1997 - October 2000
Skills
Portfolio Management, Quantitative Investing, Quantitative Research, Client Relations Skills, Equities, Hedge Funds, Alternative Investments, Financial Services, Investments, Trading, Investment Management, Finance, Options, Mutual Funds, Asset Allocation, Bloomberg, Asset Management, Due Diligence, Financial Modeling
Education
Tufts University - The Fletcher School of Law and Diplomacy 1995 — 1997
MA, International Relations and Business
College of the Holy Cross 1988 — 1992
1992, Economics
Les Satlow, CFA, CFP® Les Satlow, CFA, CFP®'s Boston Advisors Experience 1999 - 2004
Job Sr. Portfolio Manager & Director of Research at New England Investment and Retirement Group, Inc.
Industry Investment Management
Experience
New England Investment and Retirement Group, Inc. July 2014 - Present
Salem State University 2009 - Present
Meridian Wealth Management, LLC December 2011 - July 2014
Snap Infusion, LLC 2011 - 2012
Cabot Money Management 2004 - 2011
Boston Advisors 1999 - 2004
eMerging Portfolio 1998 - 1999
English Circles 1992 - 1994
Interperiodika 1991 - 1993
Skills
Portfolio Management, Wealth Management, Personal Financial..., Alternative Investments, Equity Research, Investment Advisory, Investment Strategies, Investment Advisory..., Investments, Asset Allocation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
MA, International Economics & Former Soviet Union Studies
Washington University in St. Louis 1987 — 1991
BA, History & Political Science
AHS
New England Investment and Retirement Group, Inc. July 2014 - Present
Salem State University 2009 - Present
Meridian Wealth Management, LLC December 2011 - July 2014
Snap Infusion, LLC 2011 - 2012
Cabot Money Management 2004 - 2011
Boston Advisors 1999 - 2004
eMerging Portfolio 1998 - 1999
English Circles 1992 - 1994
Interperiodika 1991 - 1993
Skills
Portfolio Management, Wealth Management, Personal Financial..., Alternative Investments, Equity Research, Investment Advisory, Investment Strategies, Investment Advisory..., Investments, Asset Allocation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
MA, International Economics & Former Soviet Union Studies
Washington University in St. Louis 1987 — 1991
BA, History & Political Science
AHS
Michael J. Vogelzang, CFA's Boston Advisors Experience 1997 - Present
Job President & Chief Investment Officer at Boston Advisors
Industry Investment Management
Experience
Boston Advisors 1997 - Present
Freedom Capital Management 1990 - 1997
Boston Company 1984 - 1990
Education
Calvin College 1979 — 1983
BA, Economics/Political Science
Boston Advisors 1997 - Present
Freedom Capital Management 1990 - 1997
Boston Company 1984 - 1990
Education
Calvin College 1979 — 1983
BA, Economics/Political Science
Christopher Zani, FRM, CFA Christopher Zani, FRM, CFA's Boston Advisors Experience July 2007 - March 2011
Job Portfolio Manager at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management April 2014 - Present
Acadian Asset Management April 2011 - Present
Boston Advisors July 2007 - March 2011
State Street Global Advisors June 2005 - July 2007
State Street Global Advisors June 2004 - June 2005
Factset Research Systems September 2003 - June 2004
Factset Research Systems September 2001 - September 2003
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Alternative Investments, Quantitative Research, Python, Bloomberg, Investment Strategies, Investment Management, Quantitative Finance, Equities, Statistics, Investments, Quantitative Analytics, Relationship Management, Asset Management, VBA, Microsoft Excel, Asset Allocation, Factset, Excel, SAS, Client Services, SQL, Unix, R, Capital Markets
Education
Providence College 1997 — 2001
Bachelor's Degree, Major in Management, Minor in Finance, GPA: 3.8 out of 4
Burlington High School 1993 — 1997
Acadian Asset Management April 2014 - Present
Acadian Asset Management April 2011 - Present
Boston Advisors July 2007 - March 2011
State Street Global Advisors June 2005 - July 2007
State Street Global Advisors June 2004 - June 2005
Factset Research Systems September 2003 - June 2004
Factset Research Systems September 2001 - September 2003
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Alternative Investments, Quantitative Research, Python, Bloomberg, Investment Strategies, Investment Management, Quantitative Finance, Equities, Statistics, Investments, Quantitative Analytics, Relationship Management, Asset Management, VBA, Microsoft Excel, Asset Allocation, Factset, Excel, SAS, Client Services, SQL, Unix, R, Capital Markets
Education
Providence College 1997 — 2001
Bachelor's Degree, Major in Management, Minor in Finance, GPA: 3.8 out of 4
Burlington High School 1993 — 1997
James W. Gaul, CFA's Boston Advisors Experience July 2005 - Present
Job
Industry Investment Management
Experience
Boston Advisors July 2005 - Present
Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Asset Management, Investments, Investment Management, Financial Modeling, Trading, Investment Banking, Risk Management, Strategy
Education
Boston University Questrom School of Business 2007 — 2008
MSIM, Investment Management
Babson College 1994 — 1998
Bachelor of Science, Investments
Boston Advisors July 2005 - Present
Skills
Portfolio Management, Fixed Income, Equities, Asset Allocation, Asset Management, Investments, Investment Management, Financial Modeling, Trading, Investment Banking, Risk Management, Strategy
Education
Boston University Questrom School of Business 2007 — 2008
MSIM, Investment Management
Babson College 1994 — 1998
Bachelor of Science, Investments
Peter Anderson Peter Anderson's Boston Advisors Experience May 2009 - Present
Job EVP at Boston Advisors
Industry Investment Management
Experience
Boston Advisors May 2009 - Present
Clay Finlay February 2005 - February 2008
Franklin Templeton 1998 - January 2005
Bankers Trust 1993 - 1998
Citibank 1987 - 1993
Skills
Quantitative Research, Asset Managment, Alternative Investments, Equities, Investment Strategies, Mutual Funds, Strategy, Investments, ETFs, Relationship Management, Distribution Strategies, Product Development, Portfolio Management, Hedge Funds, Wealth Management, Asset Management, Financial Services, Investment Advisory, Fixed Income, Investment Management, Capital Markets, Series 63, Private Equity, Securities, Asset Allocation, Series 7, Equity Research, Institutional..., Trading, Derivatives, Fund Of Funds, Valuation, Bonds, Financial Markets, Emerging Markets, Financial Modeling, Client Services, Investor Relations, Portfolio Optimization, Options, Risk Management
Education
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE Investment Management Institute, Institutional Investment Management
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Marketing and Finance
Northeastern University 1982 — 1987
BS, Economics, Poltical Science
Boston Advisors May 2009 - Present
Clay Finlay February 2005 - February 2008
Franklin Templeton 1998 - January 2005
Bankers Trust 1993 - 1998
Citibank 1987 - 1993
Skills
Quantitative Research, Asset Managment, Alternative Investments, Equities, Investment Strategies, Mutual Funds, Strategy, Investments, ETFs, Relationship Management, Distribution Strategies, Product Development, Portfolio Management, Hedge Funds, Wealth Management, Asset Management, Financial Services, Investment Advisory, Fixed Income, Investment Management, Capital Markets, Series 63, Private Equity, Securities, Asset Allocation, Series 7, Equity Research, Institutional..., Trading, Derivatives, Fund Of Funds, Valuation, Bonds, Financial Markets, Emerging Markets, Financial Modeling, Client Services, Investor Relations, Portfolio Optimization, Options, Risk Management
Education
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE Investment Management Institute, Institutional Investment Management
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Marketing and Finance
Northeastern University 1982 — 1987
BS, Economics, Poltical Science
Lynn Case Lynn Case's Boston Advisors Experience August 2003 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Skidaway Financial Planning January 2014 - Present
KCG Investment Advisory Services March 2013 - September 2013
Excelsia Investment Advisors June 2012 - January 2013
McKinley Capital Management October 2011 - January 2012
Morgan Stanley Fund Services October 2006 - November 2008
AIB/BNY Fund Management Ireland December 2004 - October 2005
Boston Advisors August 2003 - September 2004
CCGrowth Investments June 1999 - May 2003
Skills
Mutual Funds, Investments, Asset Managment, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Portfolio Management, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Derivatives, Emerging Markets, Private Equity, Fund Of Funds, Fund Administration, Risk Management, Back Office, Financial Services, Due Diligence, Investment Banking, Valuation, Prime Brokerage, Electronic Trading, Equity Trading, Investment Advisory, Corporate Actions, Bloomberg Terminal, Bonds, Investment Strategies, Finance, AML, ETFs, Wealth Management, Investment Management, Financial Markets, FX Options, Venture Capital, Asset Management, Investor Relations, Fund Accounting, Options, Middle Office, FINRA, Series 7, Client Services
Education
Suffolk University 1996 — 1999
MSPS, International Relations
Acadia University 1992 — 1996
BA, Political Science/Spanish
Universidad de Salamanca 1995 — 1995
Intensive Spanish Immersion
Williams College 1991 — 1991
French Literature
Buxton
Skidaway Financial Planning January 2014 - Present
KCG Investment Advisory Services March 2013 - September 2013
Excelsia Investment Advisors June 2012 - January 2013
McKinley Capital Management October 2011 - January 2012
Morgan Stanley Fund Services October 2006 - November 2008
AIB/BNY Fund Management Ireland December 2004 - October 2005
Boston Advisors August 2003 - September 2004
CCGrowth Investments June 1999 - May 2003
Skills
Mutual Funds, Investments, Asset Managment, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Portfolio Management, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Derivatives, Emerging Markets, Private Equity, Fund Of Funds, Fund Administration, Risk Management, Back Office, Financial Services, Due Diligence, Investment Banking, Valuation, Prime Brokerage, Electronic Trading, Equity Trading, Investment Advisory, Corporate Actions, Bloomberg Terminal, Bonds, Investment Strategies, Finance, AML, ETFs, Wealth Management, Investment Management, Financial Markets, FX Options, Venture Capital, Asset Management, Investor Relations, Fund Accounting, Options, Middle Office, FINRA, Series 7, Client Services
Education
Suffolk University 1996 — 1999
MSPS, International Relations
Acadia University 1992 — 1996
BA, Political Science/Spanish
Universidad de Salamanca 1995 — 1995
Intensive Spanish Immersion
Williams College 1991 — 1991
French Literature
Buxton
John Pagliuca John Pagliuca's Boston Advisors Experience June 2010 - October 2011
Job Senior Portfolio Manager TIAACREF
Industry Investment Management
Experience
TIAA-CREF April 2013 - Present
Wealth Management Consultant October 2011 - April 2013
Boston Advisors June 2010 - October 2011
U.S. Trust August 1999 - June 2010
Scudder Stevens and Clark 1993 - 1999
Education
Emory University 2008 — 2009
CTFA, Trust and Investments
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA, Finance
Northeastern University 1988 — 1993
BS, Finance
Malden Catholic
TIAA-CREF April 2013 - Present
Wealth Management Consultant October 2011 - April 2013
Boston Advisors June 2010 - October 2011
U.S. Trust August 1999 - June 2010
Scudder Stevens and Clark 1993 - 1999
Education
Emory University 2008 — 2009
CTFA, Trust and Investments
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA, Finance
Northeastern University 1988 — 1993
BS, Finance
Malden Catholic
William McGowan William McGowan's Boston Advisors Experience 2013 - 2013
Job Corporate Fixed Income Analyst, Arrowpoint Capital
Industry Financial Services
Experience
Arrowpoint Capital August 2014 - Present
Boston Advisors 2013 - 2013
Chimera Securities 2010 - 2012
Skills
Equity Trading, Bloomberg, Equities, Trading, Options, Financial Markets, Trading Systems, Equity Research, Capital Markets, Fixed Income, Series 56, FactSet, FX trading, Portfolio Assessment
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Finance
Siena College
Bachelor of Science (BS), Finance
Arrowpoint Capital August 2014 - Present
Boston Advisors 2013 - 2013
Chimera Securities 2010 - 2012
Skills
Equity Trading, Bloomberg, Equities, Trading, Options, Financial Markets, Trading Systems, Equity Research, Capital Markets, Fixed Income, Series 56, FactSet, FX trading, Portfolio Assessment
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master's degree, Finance
Siena College
Bachelor of Science (BS), Finance
Andrew Lucich Andrew Lucich's Boston Advisors Experience January 1994 - June 1996
Job Compliance Officer at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory Thoughtful Investing June 2015 - Present
Highmount Capital, LLC May 2010 - June 2015
Capital Formation Group June 1996 - November 2008
Family Capital Trust Co., NA January 2000 - March 2006
Boston Advisors January 1994 - June 1996
Advest, Inc. 1992 - 1996
Investors Bank & Trust 1989 - 1992
Education
Suffolk University - Sawyer Business School 1992 — 1996
University of Massachusetts Boston 1985 — 1988
BS
State University of New York College at Geneseo
Brown Advisory Thoughtful Investing June 2015 - Present
Highmount Capital, LLC May 2010 - June 2015
Capital Formation Group June 1996 - November 2008
Family Capital Trust Co., NA January 2000 - March 2006
Boston Advisors January 1994 - June 1996
Advest, Inc. 1992 - 1996
Investors Bank & Trust 1989 - 1992
Education
Suffolk University - Sawyer Business School 1992 — 1996
University of Massachusetts Boston 1985 — 1988
BS
State University of New York College at Geneseo
Nicholas Collatos, CFA Nicholas Collatos, CFA's Boston Advisors Experience September 2013 - December 2013
Job Senior Business Consultant at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance July 2014 - Present
Boston Advisors September 2013 - December 2013
Income Research & Management July 2011 - May 2013
State Street Global Advisors December 2009 - July 2011
State Street Securities Finance June 2008 - December 2009
State Street Global Advisors June 2007 - January 2008
Skills
Bloomberg Terminal, Excel - VBA, Access, Fixed Income, Microsoft Excel, VBA, Bloomberg, Financial Reporting, ABS, Analysis, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Management, Portfolio Management, Securities, Settlement, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance Concentration, Magna Cum Laude
Saint Anselm College 2004 — 2008
BA, Business
Liberty Mutual Insurance July 2014 - Present
Boston Advisors September 2013 - December 2013
Income Research & Management July 2011 - May 2013
State Street Global Advisors December 2009 - July 2011
State Street Securities Finance June 2008 - December 2009
State Street Global Advisors June 2007 - January 2008
Skills
Bloomberg Terminal, Excel - VBA, Access, Fixed Income, Microsoft Excel, VBA, Bloomberg, Financial Reporting, ABS, Analysis, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Management, Portfolio Management, Securities, Settlement, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance Concentration, Magna Cum Laude
Saint Anselm College 2004 — 2008
BA, Business
Jamie Taloumis's Boston Advisors Experience November 2012 - Present
Job Portfolio Administrator at Boston Advisors
Industry Financial Services
Experience
Boston Advisors November 2012 - Present
State Street May 2011 - November 2012
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Bloomberg, Mutual Funds, Management, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor of Business Administration, Major: Finance, Minor: Economics
Burke Mountain Academy 2003 — 2007
Boston Advisors November 2012 - Present
State Street May 2011 - November 2012
Massachusetts Small Business Development Center May 2010 - September 2010
Skills
Bloomberg, Mutual Funds, Management, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor of Business Administration, Major: Finance, Minor: Economics
Burke Mountain Academy 2003 — 2007
Chi Tu's Boston Advisors Experience September 2005 - February 2007
Job Investment Analytics
Industry Financial Services
Experience
Lockheed Martin Investment Management Company May 2014 - Present
State Street February 2008 - May 2014
Fidelity Investments April 2007 - February 2008
Boston Advisors September 2005 - February 2007
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Fund Accounting, Securities, Hedge Funds, Asset Managment, Alternative Investments, Financial Services, Performance Attribution, Investments, Product Management, Derivatives, Venture Capital, Private Equity, Client Facing Skills, Technical Presentations, Quantative Analysis, Institutional Investors, Analytical Skills, Portfolio Performance..., Multi-asset Class..., Asset Allocation, Asset Management, Institutional..., Investment Management, Investment Strategies, Performance Measurement, Portfolio Management, Fund Of Funds, Bloomberg Terminal, Financial Markets, Analytics, ETFs, Valuation, Bonds, Fund Administration, Capital Markets, Global Custody, Wealth Management, Client Services, Pension Funds, Relationship Management, Risk Management, Equity Valuation, Pensions, Due Diligence, Fixed Income Analysis, Finance
Education
Boston College
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Geneva
PhD Candiate, Biochemistry and Molecular Biology
Lockheed Martin Investment Management Company May 2014 - Present
State Street February 2008 - May 2014
Fidelity Investments April 2007 - February 2008
Boston Advisors September 2005 - February 2007
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Fund Accounting, Securities, Hedge Funds, Asset Managment, Alternative Investments, Financial Services, Performance Attribution, Investments, Product Management, Derivatives, Venture Capital, Private Equity, Client Facing Skills, Technical Presentations, Quantative Analysis, Institutional Investors, Analytical Skills, Portfolio Performance..., Multi-asset Class..., Asset Allocation, Asset Management, Institutional..., Investment Management, Investment Strategies, Performance Measurement, Portfolio Management, Fund Of Funds, Bloomberg Terminal, Financial Markets, Analytics, ETFs, Valuation, Bonds, Fund Administration, Capital Markets, Global Custody, Wealth Management, Client Services, Pension Funds, Relationship Management, Risk Management, Equity Valuation, Pensions, Due Diligence, Fixed Income Analysis, Finance
Education
Boston College
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Geneva
PhD Candiate, Biochemistry and Molecular Biology
Rick Shea's Boston Advisors Experience March 2005 - Present
Job CFO/COO at Boston Advisors
Industry Financial Services
Experience
Boston Advisors March 2005 - Present
Baring Asset Management 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
Strategic Financial..., Financial Reporting, Asset Managment, Financial Analysis, Financial Modeling, US GAAP, Valuation, Private Equity, Hedge Funds, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Providence College
BS, Accounting
Boston Advisors March 2005 - Present
Baring Asset Management 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Skills
Strategic Financial..., Financial Reporting, Asset Managment, Financial Analysis, Financial Modeling, US GAAP, Valuation, Private Equity, Hedge Funds, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Providence College
BS, Accounting
Emily Strickland's Boston Advisors Experience January 2004 - December 2006
Job Investment Operations at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2006 - Present
Boston Advisors January 2004 - December 2006
Investors Bank & Trust 2004 - 2005
Skills
Analysis
Education
San Diego State University-California State University 1997 — 2001
SS&C Technologies December 2006 - Present
Boston Advisors January 2004 - December 2006
Investors Bank & Trust 2004 - 2005
Skills
Analysis
Education
San Diego State University-California State University 1997 — 2001
Yulia Krayter's Boston Advisors Experience February 2004 - Present
Job Finance/HR at Boston Advisors
Industry Investment Management
Experience
Boston Advisors February 2004 - Present
Education
Salem State College
Boston Advisors February 2004 - Present
Education
Salem State College
Nancy DeLisle's Boston Advisors Experience November 2004 - April 2007
Job Human Resources Coordinator
Industry Accounting
Experience
CBIZ Tofias - Mayer Hoffman McCann P.C., Tofias New England Division January 2009 - Present
Tofias PC November 2007 - January 2009
Boston Advisors November 2004 - April 2007
Grassroots Campaigns August 2004 - November 2004
Democratic National Convention, Boston, MA June 2004 - August 2004
Education
Bridgewater State University 2001 — 2004
BA, Communication Studies
Westfield State University 1999 — 2001
Communications
CBIZ Tofias - Mayer Hoffman McCann P.C., Tofias New England Division January 2009 - Present
Tofias PC November 2007 - January 2009
Boston Advisors November 2004 - April 2007
Grassroots Campaigns August 2004 - November 2004
Democratic National Convention, Boston, MA June 2004 - August 2004
Education
Bridgewater State University 2001 — 2004
BA, Communication Studies
Westfield State University 1999 — 2001
Communications
Kristan Collins's Boston Advisors Experience May 2004 - August 2006
Job Product Management, Marketing and Operations Professional
Industry Financial Services
Experience
Boston Hill Advisors, LLC August 2006 - June 2009
Boston Advisors May 2004 - August 2006
US Trust March 2004 - May 2004
MFS Investment Management May 1996 - April 2003
Education
University of Maine 1990 — 1993
Bachelor’s Degree, Public Administration
Boston Hill Advisors, LLC August 2006 - June 2009
Boston Advisors May 2004 - August 2006
US Trust March 2004 - May 2004
MFS Investment Management May 1996 - April 2003
Education
University of Maine 1990 — 1993
Bachelor’s Degree, Public Administration
Steven Barger's Boston Advisors Experience November 2003 - May 2005
Job Manager of Finance at TransFirst
Industry Financial Services
Experience
TransFirst June 2012 - Present
Aurora Bank FSB May 2008 - June 2012
CoBank February 2006 - May 2008
Boston Advisors November 2003 - May 2005
State Street January 2000 - July 2001
State Street August 1997 - January 2000
State Street May 1996 - August 1997
Skills
Finance, Management, Financial Services, Financial Analysis, Portfolio Management, Financial Modeling, Analysis, Risk Management, Process Improvement, Banking
Education
Penn State University 2001 — 2003
MBA, Finance & Entrepreneurship
Bradley University
Bachelor of Science, Finance
TransFirst June 2012 - Present
Aurora Bank FSB May 2008 - June 2012
CoBank February 2006 - May 2008
Boston Advisors November 2003 - May 2005
State Street January 2000 - July 2001
State Street August 1997 - January 2000
State Street May 1996 - August 1997
Skills
Finance, Management, Financial Services, Financial Analysis, Portfolio Management, Financial Modeling, Analysis, Risk Management, Process Improvement, Banking
Education
Penn State University 2001 — 2003
MBA, Finance & Entrepreneurship
Bradley University
Bachelor of Science, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY