Breckinridge Capital Advisors

Description

Address: 125 High St, Boston, MA 02110 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (617) 443-0779: Category: : Place name: : Website: : : : Hours: Website: http://www.breckinridge.com/ Category: Investment service 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.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo.

Breckinridge Capital Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Breckinridge Capital Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Breckinridge Capital Advisors Salaries. You can even request information on how much does Breckinridge Capital Advisors pay if you want to. Learn about salaries, pros and cons of working for Breckinridge Capital Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

57 Breckinridge Capital Advisors employees in database. Find out everything there's to know about Breckinridge Capital Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Breckinridge Capital Advisors Employees

Employee
Years
Job
Industry
Hannah Carlisle Hannah Carlisle Washington D.C. Metro Area Details
Hannah Carlisle's Breckinridge Capital Advisors Experience June 2013 - August 2013
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting LLP  September 2014 - Present
Breckinridge Capital Advisors   June 2013 - August 2013
Bike & Build  May 2012 - August 2012

Skills
Research, Fundraising, Public Speaking, Editing, Microsoft Excel, Microsoft Word, PowerPoint, Foreign Affairs

Education
Hamilton College   2010 — 2014
World Politics, Sociology

School for International Training

King's College London

Ali Edelstein Ali Edelstein Greater Boston Area Details
Ali Edelstein's Breckinridge Capital Advisors Experience September 2015 - Present
Job Master of International Business Candidate
Industry Food & Beverages
Experience
Breckinridge Capital Advisors   September 2015 - Present
Yum! Brands  May 2015 - August 2015
Tufts University  October 2014 - March 2015
Zoom Group   May 2014 - July 2014
Fulbright Belgium   September 2011 - April 2014
U.S. Department of State   January 2012 - April 2012
Western Kentucky University  August 2010 - May 2011
Cable Public Affairs Channel (CPAC)   May 2009 - July 2009

Skills
Community Outreach, Program Management, Intercultural..., Public Speaking, Political Science, International Relations, Research, Strategic Communications, Fundraising, Social Media, Volunteer Management, Public Affairs, Public Policy, Non-profit Board..., Grant Writing, Reporting & Analysis, Lean Six Sigma, Corporate Social...

Education
Tufts University - The Fletcher School of Law and Diplomacy   2014 — 2016
Master of International Business, 3.95

Western Kentucky University   2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, 3.97

Bobbie Stivers Bobbie Stivers Sturbridge, Massachusetts Details
Bobbie Stivers's Breckinridge Capital Advisors Experience September 2012 - Present
Job Systems Engineer, Programmer, Entrepreneur
Industry Information Technology and Services
Experience
Breckinridge Capital Advisors   September 2012 - Present
Information Products Inc.   July 2008 - August 2012

Skills
Linux, Software Engineering, Java, Software Development, Unix

Education
Maryville University of Saint Louis   1999 — 2004
Bachelor of Arts (BA), Management Information Systems and Services

Heather LeMunyon Heather LeMunyon Washington D.C. Metro Area Details
Heather LeMunyon's Breckinridge Capital Advisors Experience January 2015 - May 2015
Job Partnerships & Investments
Industry International Trade and Development
Experience
ACDI/VOCA  June 2015 - Present
Breckinridge Capital Advisors   January 2015 - May 2015
Fletcher Social Investment Group   September 2014 - May 2015
African Entrepreneur Collective   June 2014 - August 2014
Global Development and Environment Institute  February 2014 - May 2014
ACDI/VOCA  February 2012 - March 2014
The Urban Institute  August 2010 - January 2012
Hoekiesdam Farm   July 2010 - July 2010
Evangelical Lutheran Church in America  August 2009 - July 2010
College of William and Mary, Department of Modern Languages & Literatures   August 2008 - May 2009

Skills
Editing, International..., Government, Grants, Capacity Building, Policy Analysis, Proposal Writing, Program Evaluation, Economic Development, Community Outreach, Training, International Relations, Leadership, Economics, Strategy, Value Chain Analysis, French, Politics, Foreign Policy, Qualitative Research, Analysis, Africa, Food Security, Project Planning, International Project..., International Business, Rural Development, Program Management, Policy, Data Analysis, Grant Writing, Project Management, Program Development, Strategic Planning, Management

Education
Tufts University - The Fletcher School of Law and Diplomacy   2013 — 2015
M.A.L.D., International Business, Development Economics

The College of William and Mary
B.A., International Relations, French

Université Paul Cézanne (Aix-Marseille III)
French Language and Literature

Alexandra Fasano Alexandra Fasano Needham, Massachusetts Details
Alexandra Fasano's Breckinridge Capital Advisors Experience June 2015 - Present
Job ESG and Credit Intern at Breckinridge Capital Advisors
Industry
Experience
Breckinridge Capital Advisors   June 2015 - Present
Hamilton College  September 2014 - December 2014

Education
Hamilton College   2012 — 2016
Economics

Needham High School   2008 — 2012

Christina Parisi Christina Parisi Hampton, New Hampshire Details
Christina Parisi's Breckinridge Capital Advisors Experience March 2013 - Present
Job Client Services Associate
Industry Financial Services
Experience
Breckinridge Capital Advisors   March 2013 - Present
LPL Financial  February 2012 - May 2012
LPL Financial  February 2012 - April 2012
Petey's Summertime Seafood   June 2008 - August 2011

Skills
Mutual Funds, Morningstar, Retirement Planning, Bloomberg, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Fixed Income, Investment Management, 401k Rollovers

Education
Plymouth State University   2008 — 2012
Bachelor's degree, Finance, General

Plymouth State University   2008 — 2012
B.S, Finance

Spencer McKenna Spencer McKenna Boston, Massachusetts Details
Spencer McKenna's Breckinridge Capital Advisors Experience February 2010 - February 2010
Job Liberty Mutual Insurance Group
Industry Insurance
Experience
Liberty Mutual Insurance  December 2014 - Present
Liberty Mutual Insurance  May 2014 - December 2014
Liberty Mutual Insurance  June 2012 - May 2014
The Boston Consulting Group  June 2011 - June 2012
The Boston Consulting Group  May 2011 - December 2011
Breckinridge Capital Advisors   February 2010 - February 2010
United States Senate  May 2008 - June 2008

Skills
Strategic Consulting, Strategic Planning, Continuous Improvement, Risk Management, Financial Modeling, Negotiation, Property & Casualty..., Litigation Management, Lean Six Sigma, Corporate Budgeting, Insurance Fraud, Business Strategy, Microsoft Office, Claim Investigation, Liability Analysis, Bloomberg Terminal, ProQuest, Morningstar, Business Writing, Litigation Preparation, PowerPoint, Tenacious Work Ethic, Writing, Leadership

Education
Bentley University
BS, Economics-Finance, History

Royal Melbourne Institute of Technology

Episcopal High School

Diana Tortolini Diana Tortolini Boston, Massachusetts Details
Diana Tortolini's Breckinridge Capital Advisors Experience May 2009 - May 2015
Job Software Analyst
Industry Information Technology and Services
Experience
Breckinridge Capital Advisors   May 2009 - May 2015
Pioneer Investments  October 2006 - May 2009
Pioneer Investments  July 2001 - October 2006
Putnam Investments  August 2000 - March 2001

Skills
Business Process, Business Analysis, Mutual Funds, SDLC, Analysis, Software Documentation, Process Improvement, Vendor Management, Program Management, Data Analysis, Project Management, Financial Services, Quality Assurance, Risk Management, Cross-functional Team..., Fixed Income, Investments, Bloomberg, Equities

Education
Boston University   2012 — 2016
Master of Science (MS), Computer Information Systems, 3.92 GPA

Northeastern University   2006 — 2008
certificate, Computer Programming, Systems Analysis

University of New Hampshire   1995 — 2000
B.A., Political Science

Katie Pierce Katie Pierce Greater Boston Area Details
Katie Pierce's Breckinridge Capital Advisors Experience March 2013 - Present
Job Investment Marketing & Communications Professional
Industry Financial Services
Experience
Breckinridge Capital Advisors   March 2013 - Present
Breckinridge Capital Advisors   April 2010 - March 2013
Mount Holyoke Alumnae Club of Boston   July 2009 - June 2011
SSgA  April 2006 - November 2008
SSgA  April 2004 - April 2006
RBMG  April 2003 - March 2004
Applied Proactive Technologies APT   January 2003 - May 2003
Law Firm of Fennell, Liquori and Powers   September 1999 - May 2003
Smith Barney  May 2002 - September 2002

Skills
Investments, Marketing Communications, Business Development, CRM, Fixed Income, Marketing

Education
Mount Holyoke College   2000 — 2003
BA

Hannah Coffin Hannah Coffin New York, New York Details
Hannah Coffin's Breckinridge Capital Advisors Experience June 2011 - August 2011
Job Auction Administrstor
Industry Fine Art
Experience
Artnet  August 2015 - Present
Novo Arts, Inc.   December 2014 - July 2015
Alexandra Reboul LLC   October 2014 - December 2014
Hamilton College  January 2013 - May 2014
Christie's  May 2013 - July 2013
Christie's  July 2012 - December 2012
Breckinridge Capital Advisors   June 2011 - August 2011
Boston Children's Hospital & Harvard Medical School   June 2010 - August 2010

Skills
Art History, Photography, Social Media, Photoshop, Sustainable Investing, Sustainable Design, Microsoft Office, Portfolio Management, Marketing, Public Relations, Social Networking, Fundraising, Public Speaking

Education
Hamilton College   2010 — 2014
Bachelor of Arts (B.A.), Art History, Graduated with Departmental Honors

Sotheby's Institute of Art   2013 — 2013
Art World Marketing, PR, & Communications

Trinity College-Hartford   2012 — 2012
Art History

New York University in London (University of London)   2010 — 2010

Cornell University & University of New Hampshire   2009 — 2009
SEA Semester & Shoals Marine Lab

St. George's School (Newport, RI)   2006 — 2010
High School Diploma

Melanie Lees Melanie Lees Greater San Diego Area Details
Melanie Lees's Breckinridge Capital Advisors Experience October 2014 - Present
Job Client Services Associate at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   October 2014 - Present
Wingate Wealth Advisors  June 2013 - October 2014
Sagamore II Sales LLC & Metalflake Corporation   May 2011 - June 2013
Symtrax  November 2012 - April 2013

Skills
Customer Service, Customer Satisfaction, Team Leadership, Sales, Sales Promotion, Salesforce.com, Social Networking, Schwab Institutional, Financial Services, Microsoft Office, Analysis, Management, Typing, Accounting, Social Media Marketing, QuickBooks, PowerPoint, Facebook, Social Media, Outlook, Time Management, Microsoft Excel, Marketing, Account Management, Research, Event Planning, CRM, Market Research, Microsoft Word, Leadership, Recruiting, Marketing Strategy, Event Management, Data Analysis, Teamwork, Access

Education
University of New Hampshire   2008 — 2012
Bachelor's Degree, Political Science and Sociology

Nidia Fevry Nidia Fevry Boston, Massachusetts Details
Nidia Fevry's Breckinridge Capital Advisors Experience April 2011 - May 2011
Job Innovation Women/Mass Innovation Nights at Carlton PR & Marketing
Industry Marketing and Advertising
Experience
Carlton PR & Marketing   February 2015 - Present
Fevry Enterprises   January 2010 - Present
New England Strategic Development Company (NESDC)   January 2010 - June 2015
Breckinridge Capital Advisors   April 2011 - May 2011
Ferguson et Co   August 2010 - May 2011
Dress for Success  July 2008 - April 2010
Management Leadership for Tomorrow  2009 - 2010
Boston College Career Center  October 2007 - September 2009
Wellington Management Company, LLP  June 2008 - August 2008
CVS/Pharmacy  November 2004 - May 2008

Skills
New Media Marketing, Business Development, Microsoft Excel, Microsoft Office, People Skills, Bloomberg, Data Analysis, Social Networking, Business Networking, Brand Awareness, Brand Loyalty, Spanish Literature, Strategic Planning, Leadership, Haitian Creole, Critical Thinking, Social Media, Project Management, Project Planning, Venture Capital, Music Management, Music Education, Music Industry, Event Planning, Non-profits, Networking, Community Outreach, Facebook, Spanish, Nonprofits, Social Media Marketing, Press Releases, Blogging, Public Relations, Integrated Marketing, Editing, Public Speaking, Coaching, PowerPoint, Marketing, Fundraising, Event Management, Marketing Communications, Market Research, Strategic Communications, Marketing Strategy, Volunteer Management, Advertising, Creative Writing, New Media

Education
Boston College   2006 — 2009
B.A;, English; Philosophy; Communication;

Universidad Carlos III   2008 — 2008
Bachelor of Arts (B.A.), Art History, Criticism and Conversation

David Dionisio David Dionisio Greater Boston Area Details
David Dionisio's Breckinridge Capital Advisors Experience March 2004 - December 2007
Job Counselor at MetroWest Medical Center
Industry Mental Health Care
Experience
MetroWest Medical Center  May 2015 - Present
Community Substance Abuse Centers  June 2014 - May 2015
Arbour Counseling Services  August 2013 - June 2014
Arbour Counseling Services  August 2012 - August 2013
Patch.com  June 2010 - January 2011
Breckinridge Capital Advisors   March 2004 - December 2007
State Street  March 2000 - February 2004

Skills
Mental Health Counseling, Psychotherapy, Treatment, Group Therapy, Adolescents, Mindfulness, Psychological Assessment, Google Groups, Dual Diagnosis, Therapists, Meditation, Group Dynamics, Case Management Services, Intervention &..., Insurance..., Client Intake, Discharge & Aftercare..., D.A.P. Notes, Substance Use Disorders, Psychological Diagnosis, Adults, Mindfulness Meditation, Contemplative Practices, Methadone Maintenence..., Case Management, Counseling Psychology, Mental Health, Community Outreach, Crisis Intervention, Psychology

Education
Lesley University   2011 — 2014
Master of Arts (M.A.), Counseling Psychology

University of Massachusetts, Amherst   1995 — 1999
Bachelor of Arts (B.A.), Journalism

Robin Miller Robin Miller Worcester, Massachusetts Details
Robin Miller's Breckinridge Capital Advisors Experience May 2014 - August 2014
Job Research Fellow at the Sustainable Endowments Institute
Industry Environmental Services
Experience
Sustainable Endowments Institute  May 2015 - Present
Clark University  August 2014 - Present
Breckinridge Capital Advisors   May 2014 - August 2014
U.S. Green Building Council   January 2014 - May 2014
Next Step Living  December 2013 - May 2014
Student Conservation Association  June 2011 - August 2013
High Trails Outdoor Science School  September 2010 - May 2013
Hidden Villa, Los Altos Hills  May 2012 - August 2012
Student Conservation Association  October 2009 - August 2010
US Army Corps of Engineers  July 2009 - September 2009

Skills
Community Outreach, Research, Public Speaking, Leadership, Volunteer Management, Program Development, Event Management, Sustainability, Social Media, Data Analysis, Event Planning, Microsoft Office, Grant Writing, Higher Education, Fundraising, Program Evaluation, Community Organizing, Community Development, Editing, Environmental Science, Environmental Education, Environmental Awareness, Microsoft Excel, Nonprofits, Non-profits, Project Management

Education
Clark University   2013 — 2016
Master of Business Administration (MBA)/M.S. Environmental Science and Policy, Finance

Eastern Michigan University   2005 — 2009
Bachelors of Science, Public Administration; Art History; Conservation and Resource Use

Georgetown University   2007 — 2007
The Fund for American Studies, Institute on Philanthropy and Voluntary Service

Justin Forrest Justin Forrest Boston, Massachusetts Details
Justin Forrest's Breckinridge Capital Advisors Experience March 2013 - Present
Job Programmer at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   March 2013 - Present
Aetna  February 2011 - March 2013
Microsoft  July 2008 - February 2011

Skills
C#, Microsoft SQL Server, Visual Studio, SQL, JavaScript, ASP.NET, XML, Java, Software Project..., Software Design

Education
Rochester Institute of Technology   2004 — 2008
Bachelor of Science (BS), Information Technology

Kristin Wetherbee Kristin Wetherbee Boston, Massachusetts Details
Kristin Wetherbee's Breckinridge Capital Advisors Experience March 2015 - Present
Job Marketing Associate at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   March 2015 - Present

Skills
Market Research, Social Media, Fundraising, Research, Microsoft Excel, Customer Service, Public Relations, Facebook, Event Planning, Blogging, Social Media Marketing, Marketing, Microsoft Office, PowerPoint, Social Networking

Education
Bucknell University   2007 — 2011
B.S.

Semester at Sea   2010 — 2010

Brendan Bergson Brendan Bergson Greater Boston Area Details
Brendan Bergson's Breckinridge Capital Advisors Experience July 2010 - December 2010
Job Sports Account Specialist at NormaTec
Industry Sporting Goods
Experience
NormaTec  April 2014 - Present
Bloomberg LP  June 2012 - October 2013
Bureau van Dijk  July 2011 - December 2011
Breckinridge Capital Advisors   July 2010 - December 2010
State Street Global Advisors  July 2009 - December 2009

Skills
Fixed Income, Interest Rate..., Bloomberg, CrossFit

Education
Northeastern University   2007 — 2012
Bachelor of Science in Business Administration, Finance and Economics

ESIC: Business & Marketing School   2010 — 2010
International Finance

St. John's Preparatory High School   2003 — 2007

Bessie Yang Bessie Yang Greater Boston Area Details
Bessie Yang's Breckinridge Capital Advisors Experience June 2013 - September 2013
Job Research Associate at Trillium Asset Management
Industry Higher Education
Experience
Trillium Asset Management  March 2015 - Present
Pythagoras Investment Management LLC   January 2015 - March 2015
Santander Bank, N.A.   September 2014 - March 2015
Boston Harbor Angels  September 2013 - June 2014
Babson College Fund  2013 - May 2014
Breckinridge Capital Advisors   June 2013 - September 2013
Vinfen Corporation  January 2013 - May 2013
Harvard University  October 2011 - December 2012
My Art China Studio(大连美澳工作室）   2010 - 2012
Bank of China  January 2008 - May 2010

Skills
Analysis, Investments, Finance, Financial Analysis, Financial Modeling, ESG Investment, Marketing, Business Strategy, Business Development, Management, Public Speaking, Marketing Strategy, Project Management, PowerPoint

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Investment

Dongbei University of Finance and Economics
Bachelor's degree, Taxation, Public Finance and Accounting

Harvard University
Business Administration and Management, General

Sarah Bolthrunis Sarah Bolthrunis Greater Boston Area Details
Sarah Bolthrunis's Breckinridge Capital Advisors Experience June 2015 - August 2015
Job Master's Candidate, Yale School of Management/Yale School of Forestry & Environmental Studies
Industry Financial Services
Experience
Breckinridge Capital Advisors   June 2015 - August 2015
Yale University  January 2014 - May 2015
Governance, Environment, & Markets (GEM) Initiative at Yale   August 2013 - December 2013
Industrial Economics  June 2009 - May 2013
Product Stewardship Institute  May 2007 - March 2009

Skills
Environmental Awareness, Data Analysis, Research, GIS, Policy Analysis, Public Policy, ArcGIS, Statistics, Sustainability, Ecology, Environmental Policy, Community Outreach, Nonprofits, Economics

Education
Yale University - Yale School of Management   2014 — 2016
Master of Business Administration (M.B.A.), Finance, General

Yale University   2013 — 2016
Master’s Degree, Environmental Management

College of the Holy Cross   2005 — 2009
BA, Economics and Environmental Studies

Organization for Tropical Studies   2008 — 2008
Semester Abroad, Savanna Ecology

Swampscott High School

Abigail Ingalls Abigail Ingalls Greater Boston Area Details
Abigail Ingalls's Breckinridge Capital Advisors Experience July 2015 - Present
Job Vice President Credit Research at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   July 2015 - Present
Breckinridge Capital Advisors   January 2015 - July 2015
Breckinridge Capital Advisors   February 2014 - December 2014
Breckinridge Capital Advisors   September 2013 - February 2014
Breckinridge Capital Advisors   February 2013 - September 2013
Breckinridge Capital Advisors   July 2011 - February 2013
Breckinridge Capital Advisors   August 2009 - July 2011
Breckinridge Capital Advisors   June 2009 - August 2009
Eaton Vance  June 2008 - August 2008
Ameriprise Financial  January 2008 - May 2008

Skills
Fixed Income, Credit Analysis, Relationship Management, Bloomberg, Investments, Bonds, Economics, Municipal Bonds, Portfolio Management, Financial Analysis, Investment Management, Finance, Sustainability, E.S.G., Impact Investing, Socially Responsible..., Sales, Marketing

Education
Boston University - School of Management   2011 — 2013
MBA, Finance

Suffolk University - Sawyer School of Management   2013 — 2013
Fixed Income

Northeastern University   2010 — 2010
Finance, General

Tufts University   2005 — 2009
Bachelor of Science (B.S.), Psychology, Economics

The Winsor School   2001 — 2005

Derby Academy

Patrick Araujo-Lipine Patrick Araujo-Lipine Greater Boston Area Details
Patrick Araujo-Lipine's Breckinridge Capital Advisors Experience September 2015 - Present
Job Assistant Vice President, Municipal Credit Analyst at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   September 2015 - Present
Breckinridge Capital Advisors   April 2013 - September 2015
Breckinridge Capital Advisors   February 2009 - April 2013
Florida State University  May 2007 - September 2007

Skills
Credit Analysis, Municipal Bonds, Fixed Income, Credit Scope, Bloomberg, Investor Tools Perform, Investments, Microsoft Office, Financial Reporting, Relationship Management, Bonds, Series 65, ProTrack, LightPort, Security APL, Financial Services, Fixed Income Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2012 — 2015
Master of Business Administration (M.B.A.), Cum Laude

Florida State University   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Michael Bonanno Michael Bonanno Boston, Massachusetts Details
Michael Bonanno's Breckinridge Capital Advisors Experience January 2015 - Present
Job Assistant Vice President, Municipal Credit Analyst at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   January 2015 - Present
Breckinridge Capital Advisors   October 2012 - January 2015
Breckinridge Capital Advisors   November 2011 - October 2012
State Street  October 2010 - November 2011
State Street  May 2008 - October 2010
Boston Ultimate Disc Alliance   June 2009 - August 2010

Skills
Customer Service, Microsoft Office, Account Reconciliation, Process Improvement, Microsoft Excel, Credit Analysis, Municipal Bonds, Client Service Oriented, Analysis, Finance, Client Management, Trade Support, Credit Research - Fixed..., Fixed Income, Bloomberg, Financial Analysis, Investments, Bonds, Mutual Funds, Equities, Trading

Education
University of Massachusetts, Amherst   2003 — 2007
BDIC, Business Management

Joseph Andrews Joseph Andrews San Francisco, California Details
Joseph Andrews's Breckinridge Capital Advisors Experience December 2013 - June 2015
Job Investment & Marketing Professional
Industry Financial Services
Experience
Breckinridge Capital Advisors   December 2013 - June 2015
Breckinridge Capital Advisors   August 2011 - November 2013
SCS Financial  December 2010 - April 2011
SCS Financial  July 2010 - December 2010
Swiss Re  June 2009 - September 2009
RAPP  June 2008 - December 2008

Education
Northeastern University   2006 — 2011
BSBA, Finance/Spanish

Nicholas Elfner Nicholas Elfner Greater Boston Area Details
Nicholas Elfner's Breckinridge Capital Advisors Experience March 2009 - Present
Job Senior Vice President at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   March 2009 - Present
Wellington Management  July 2006 - December 2008
Merrill Lynch Canada Inc.  August 1999 - February 2006
Merrill Lynch & Co, Inc.   July 1995 - July 1999
Harlow Butler   1994 - 1995
Smith Barney  1993 - 1994
Scudder Stevens & Clark  June 1992 - August 1992

Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products

Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude

Middlebury College
Bachelor of Arts

Middlesex School
High School

The Fenn School
Middle School

Ben Smelser Ben Smelser Greater Boston Area Details
Ben Smelser's Breckinridge Capital Advisors Experience November 2013 - Present
Job Trader at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   November 2013 - Present
Breckinridge Capital Advisors   January 2011 - November 2013
Breckinridge Capital Advisors   April 2010 - December 2010

Skills
Investments, Bonds, Financial Reporting, Research, Accounting

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2014
MBA, Economics, Management

Southeastern University   2007 — 2010
B.S, Finance

Jeremy Jenkins, CFA Jeremy Jenkins, CFA Greater Boston Area Details
Jeremy Jenkins, CFA's Breckinridge Capital Advisors Experience October 2011 - Present
Job Vice President at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   October 2011 - Present
BlackRock  November 2007 - October 2011

Education
Suffolk University   2006 — 2008
Master, Business Administration; Finance

Framingham State College   2001 — 2005
Bachelor of Science, Business Administration

Mary Kate Marino Mary Kate Marino Winchester, Massachusetts Details
Mary Kate Marino's Breckinridge Capital Advisors Experience June 2015 - Present
Job ESG & Credit Intern at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   June 2015 - Present
Kellogg Institute for International Studies  January 2015 - Present
Centro de Formacion Empresarial para la Mujer   May 2014 - June 2014

Skills
Public Speaking, Project Management, Team Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Leadership, Spanish, Data Analysis

Education
University of Notre Dame - Mendoza College of Business   2013 — 2017
Finance, General

Adam Maietta Adam Maietta Greater Boston Area Details
Adam Maietta's Breckinridge Capital Advisors Experience July 2014 - Present
Job Trading Associate at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   July 2014 - Present
Breckinridge Capital Advisors   June 2011 - July 2014
Secure Financial Services, Inc  August 2010 - June 2011

Skills
Fixed Income, Microsoft Office, Bloomberg Terminal, Leadership, Investment Management, Financial Reporting, Financial Markets, Microsoft Excel, Relationship Management, Bonds, Bloomberg, Client Administration, Municipal Bonds, Superior Client Service, Trading, Electronic Trading, Trading Strategies, Financial Analysis, Securities, Equities, Investments

Education
Boston University Graduate School of Management   2013 — 2016
Master of Business Administration (MBA), Finance, General

University of Vermont   2006 — 2010
B.S., Finance

Lawrence High School   2002 — 2006

Ben Pease Ben Pease Greater Boston Area Details
Ben Pease's Breckinridge Capital Advisors Experience May 2014 - Present
Job Vice President, Senior Trader at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   May 2014 - Present
TD Asset Management USA, Inc.   2009 - April 2014
TD Banknorth Wealth Management   2003 - 2009
Fidelity Investments  1999 - 2003

Skills
Fixed Income, Trading, Investments, Portfolio Management, Bloomberg, Investment Strategies, Wealth Management, Mutual Funds, Fixed Income Strategies, Investment Management, Fixed Income Trading, Asset Management, Series 7, Series 63, Options, Capital Markets, Institutional Trading, Staff Development, Electronic Trading, Equity and Option..., Leadership, Management, Strategy, Marketing

Education
Southern New Hampshire University   2014 — 2015
Master of Business Administration (MBA), 3.923 GPA

Southern New Hampshire University   2014 — 2015
Graduate Certificate Program, Marketing, 4.0 GPA

Southern New Hampshire University   1999 — 2003
Bachelor of Science (BS), Economics & Finance

Lourdes German Lourdes German Greater Boston Area Details
Lourdes German's Breckinridge Capital Advisors Experience 2012 - 2013
Job Visiting Fellow at Lincoln Institute of Land Policy & Director of the Civic Innovation Project
Industry Civic & Social Organization
Experience
Lincoln Institute of Land Policy  2015 - Present
The Civic Innovation Project   2015 - Present
Bond Index, Inc.   2013 - 2014
Breckinridge Capital Advisors   2012 - 2013
Northeastern University  2011 - 2012
Fidelity Investments  2008 - 2012
Locke Lord LLP (successor to Edwards Wildman)   2005 - 2008
Commonwealth of Massachusetts  2004 - 2005

Education
Boston University School of Law   2001 — 2004
Doctor of Law (JD)

Boston College   1997 — 2001
Bachelor of Arts (B.A.), Scholar of the College, Political Science and Government & Sociology

David Madigan David Madigan Greater Boston Area Details
David Madigan's Breckinridge Capital Advisors Experience November 2003 - Present
Job Breckinridge Capital Advisors CIO
Industry Financial Services
Experience
Breckinridge Capital Advisors   November 2003 - Present
Town of Duxbury  March 2012 - Present
Municipal Securities Rulemaking Board  October 2010 - September 2013
Duxbury Financial Advisory Committee   July 2007 - June 2011
Duxbury Finance Committee   July 2003 - June 2007
Thomson Financial  March 1996 - January 2003
Thomson Reuters  1996 - 2003
Bankers Trust  February 1994 - January 1996
Merrill Lynch  January 1990 - January 1993
Prudential Insurance  January 1986 - January 1990

Skills
Mutual Funds, Municipalities, Fixed Income, Investments, Investment Management, Bonds, Portfolio Management, Bloomberg, Trading, Equities, Asset Allocation, Capital Markets, Securities, Investment Strategies, Financial Modeling, Series 7

Education
The University of Chicago Booth School of Business   1983 — 1985

University of Notre Dame   1977 — 1981
BBS, Accounting

Heather (Groat) Young, CFA Heather (Groat) Young, CFA Greater Boston Area Details
Heather (Groat) Young, CFA's Breckinridge Capital Advisors Experience March 2015 - Present
Job Vice President | Senior Corporate Credit Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   March 2015 - Present
CommonAngels Ventures  February 2013 - February 2015
Credit Suisse  June 2012 - August 2012
Loomis Sayles  2008 - 2012
Columbia Management  2006 - 2008
Bank of America  2005 - 2006

Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions

Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)

Boston University
BA, Economics, Finance

Neil Grabowski Neil Grabowski Greater Boston Area Details
Neil Grabowski's Breckinridge Capital Advisors Experience May 2008 - Present
Job at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   May 2008 - Present
Gannett Welsh & Kotler, LLC   June 2001 - May 2008
Wellington Management  1999 - 2001

Education
The University of Connecticut School of Business   1973 — 1980

Sweta Singh Sweta Singh Greater Boston Area Details
Sweta Singh's Breckinridge Capital Advisors Experience October 2010 - Present
Job Research Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors   October 2010 - Present
Income Research & Management  May 2009 - October 2010
Wellington Management  November 2006 - April 2009
New York State Division of Budget   2004 - October 2006

Skills
Investments, Public Finance, Financial Statement..., Fixed Income Analysis, Corporate Bonds, Sustainability, Bonds, Fixed Income, Corporates, Equities, Financial Modeling, Asset Management, Credit Analysis, Analysis, Strategy, Economics, Finance, Portfolio Management, Investment Management, Bloomberg, Options

Education
University at Albany, SUNY   2004 — 2006
MBA

The University of Texas at Austin - The LBJ School of Public Affairs   2002 — 2004
MPA

University of Massachusetts Boston   2000 — 2002
BA

Moody's Training

Moodys Training

Susan S. Mooney Susan S. Mooney Greater Boston Area Details
Susan S. Mooney's Breckinridge Capital Advisors Experience February 2007 - January 2014
Job Investment Advisor/Portfolio Manager
Industry Investment Management
Experience
Breckinridge Capital Advisors   February 2007 - January 2014
Freedom Capital Management  2003 - 2007
Harbor Capital Management Co., Inc.   1979 - 2003

Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Investment Strategy, Sustainable Investing, Asset Allocation, Investment Strategies, Asset Management, Bloomberg

Education
Union College
BA, American Studies, Cum Laude

Kathy Washburn Kathy Washburn Greater Boston Area Details
Kathy Washburn's Breckinridge Capital Advisors Experience September 2007 - Present
Job Sustainability
Industry Financial Services
Experience
Breckinridge Capital Advisors   September 2007 - Present

Education
Northeastern University

James Spidle, CFA James Spidle, CFA Greater Boston Area Details
James Spidle, CFA's Breckinridge Capital Advisors Experience October 2010 - Present
Job Vice President at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   October 2010 - Present
GWK   May 2002 - September 2010
Loomis, Sayles & Company   1999 - 2002

Education
Colby College   1995 — 1999

Kevin Lehman Kevin Lehman Greater New York City Area Details
Kevin Lehman's Breckinridge Capital Advisors Experience January 2013 - Present
Job ESG Analyst at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   January 2013 - Present
Syniverse Technologies  June 2012 - September 2012
Sustainable Development Capital, LLP   November 2011 - June 2012
Lotus Clean Energy   2009 - 2010
Kirby York   May 2007 - September 2009

Skills
Sustainability, Renewable Energy, Energy, Research, Financial Modeling, Energy Efficiency, Decision Modeling, Energy Trading, Project Finance, Solar Energy

Education
Boston University - School of Management   2014 — 2015
Master of Business Administration (M.B.A.), Finance, General

Columbia University in the City of New York   2010 — 2012
MS, Sustainability Management

Ohio Wesleyan University   2003 — 2007
BA, Accounting, Psychology

University of Otago   2006 — 2006
Accounting

Sara Chanda Sara Chanda Greater Boston Area Details
Sara Chanda's Breckinridge Capital Advisors Experience July 2010 - Present
Job Vice President Portfolio Manager at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   July 2010 - Present
Eaton Vance  January 1999 - September 2003
Fidelity Investments  June 1995 - January 1999

Skills
Wealth Management, Equities, Series 7, Retirement Planning, Securities, Strategic Financial...

Education
Boston University   1996 — 2000
MBA, Business

Providence College   1988 — 1992
BS, Marketing

Ryan Conboy Ryan Conboy Greater Boston Area Details
Ryan Conboy's Breckinridge Capital Advisors Experience May 2010 - Present
Job
Industry Financial Services
Experience
Breckinridge Capital Advisors   May 2010 - Present
Old Mutual Asset Management  March 2008 - October 2009
State Street  March 2007 - February 2008

Education
University of Massachusetts, Amherst   2002 — 2006
BA, Economics

Mitchel J. Syp Mitchel J. Syp Greater Boston Area Details
Mitchel J. Syp's Breckinridge Capital Advisors Experience July 2011 - Present
Job Consultant Relations Vice President at Breckinridge Capital Advisors
Industry Financial Services
Experience
Breckinridge Capital Advisors   July 2011 - Present
Columbia Management  November 2007 - July 2011
A.G. Edwards & Sons, Inc.   May 2006 - November 2007
State Street  February 2005 - May 2006

Skills
Bonds, Bloomberg, Excel, Fixed Income, Trading, Asset Management, Capital Markets, Investments, Microsoft Excel, Investment Management, Securities, Investment Strategies

Education
The Johns Hopkins University   1995 — 1999
B.A., Sociology

Delbarton School   1991 — 1995