Brinson Partners
Industry: Bank
DescriptionBrinson Partners was an asset management firm focused on providing access for U.S. institutions to global markets. The firm was founded by noted investor Gary P. Brinson in the 1980s and established as an independent firm in 1989. Founded: 1989 Ceased operations: 1994 Predecessor: First Chicago Bank (1981–1989) Headquarters: Zürich, Switzerland, Basel, Switzerland
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Brinson Partners Employees
Employee
Years
Job
Industry
Anne Wieboldt Anne Wieboldt's Brinson Partners Experience 1987 - 1989
Job Financial Counselor and Manager
Industry Financial Services
Experience
Monarch Financial Services, LLC September 2011 - Present
KHW Investments 2005 - Present
Precision Marketing Corporation 1989 - 1994
Brinson Partners 1987 - 1989
Skills
Financial Analysis, Investment Research, Teaching, Financial Coaching, Management, Equities, Financial Services, Financial Planners, Wealth Management, Strategic Financial..., Estate Planning, Investments, Series 7, Entrepreneurship, Management Consulting
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Accounting, Marketing
Wesleyan University 1976 — 1980
Bachelor's degree
Monarch Financial Services, LLC September 2011 - Present
KHW Investments 2005 - Present
Precision Marketing Corporation 1989 - 1994
Brinson Partners 1987 - 1989
Skills
Financial Analysis, Investment Research, Teaching, Financial Coaching, Management, Equities, Financial Services, Financial Planners, Wealth Management, Strategic Financial..., Estate Planning, Investments, Series 7, Entrepreneurship, Management Consulting
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Accounting, Marketing
Wesleyan University 1976 — 1980
Bachelor's degree
Jim Beaudoin Jim Beaudoin's Brinson Partners Experience November 2000 - June 2003
Job Managing Partner at BCP
Industry Investment Management
Experience
BCP 2007 - Present
Brinson Partners November 2000 - June 2003
Strong Capital Management December 1997 - October 2000
Skills
Investment Banking, Portfolio Management, Wealth Management, Asset Management, Corporate Finance, Capital Markets, Management, Investments, Entrepreneurship
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Business
BCP 2007 - Present
Brinson Partners November 2000 - June 2003
Strong Capital Management December 1997 - October 2000
Skills
Investment Banking, Portfolio Management, Wealth Management, Asset Management, Corporate Finance, Capital Markets, Management, Investments, Entrepreneurship
Education
Marquette University 1986 — 1990
Bachelor of Science (BS), Business
Constance Christian, CFA, MBA, MA Constance Christian, CFA, MBA, MA's Brinson Partners Experience 1992 - 1999
Job High School Mathematics Teacher
Industry Education Management
Experience
Chicago Public Schools September 2007 - Present
ABN AMRO 2001 - 2006
Brinson Partners 1992 - 1999
Skills
Portfolio Management, Fixed Income, Investments, Investment Management, Bonds, Equities, Investment Strategies, Risk Management, Education, Mathematics, High School Students, Mathematics Education, Academic Tutoring, Classroom Management, Algebra, Differentiated..., Lesson Planning, Common Core State..., Classroom, Student Engagement, Pre-Calculus, Instructional Technology
Education
DePaul University 2005 — 2007
MA, Mathematics Education
Xavier University
MBA, Finance
Marquette University 1980 — 1983
Finance and French
Chicago Public Schools September 2007 - Present
ABN AMRO 2001 - 2006
Brinson Partners 1992 - 1999
Skills
Portfolio Management, Fixed Income, Investments, Investment Management, Bonds, Equities, Investment Strategies, Risk Management, Education, Mathematics, High School Students, Mathematics Education, Academic Tutoring, Classroom Management, Algebra, Differentiated..., Lesson Planning, Common Core State..., Classroom, Student Engagement, Pre-Calculus, Instructional Technology
Education
DePaul University 2005 — 2007
MA, Mathematics Education
Xavier University
MBA, Finance
Marquette University 1980 — 1983
Finance and French
Ashish Kohli Ashish Kohli's Brinson Partners Experience March 1999 - November 2000
Job Vice President, Investor Relations at Walgreens Boots Alliance
Industry Financial Services
Experience
Walgreens Boots Alliance April 2015 - Present
Walgreens November 2012 - Present
Vermillion, Inc. June 2010 - June 2012
Columbia Wanger Asset Management July 2005 - June 2010
William Blair & Company November 2000 - June 2005
Brinson Partners March 1999 - November 2000
Skills
Certified Financial..., International Expansion, M&A experience, investor relations, finance, Capital Markets, Financial Modeling, Corporate Communications, Equity Research, Portfolio Management, Business Development, Strategy, Healthcare, Molecular Diagnostics, Healthcare Information..., Medical Devices, Life Science Industry, Biotechnology, Pharmaceutical Industry, Investor Relations, Finance, Valuation, Mergers & Acquisitions, Investments, Lifesciences, Trading, Due Diligence, Investment Banking
Education
Texas Tech University - Rawls College of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General, 3.9
McMaster University 1990 — 1994
Bachelor of Engineering (B.Eng.), Computer Engineering, 3.4
McMaster University 1986 — 1990
Bachelor of Science (B.Sc.), Biochemistry, 3.2
Walgreens Boots Alliance April 2015 - Present
Walgreens November 2012 - Present
Vermillion, Inc. June 2010 - June 2012
Columbia Wanger Asset Management July 2005 - June 2010
William Blair & Company November 2000 - June 2005
Brinson Partners March 1999 - November 2000
Skills
Certified Financial..., International Expansion, M&A experience, investor relations, finance, Capital Markets, Financial Modeling, Corporate Communications, Equity Research, Portfolio Management, Business Development, Strategy, Healthcare, Molecular Diagnostics, Healthcare Information..., Medical Devices, Life Science Industry, Biotechnology, Pharmaceutical Industry, Investor Relations, Finance, Valuation, Mergers & Acquisitions, Investments, Lifesciences, Trading, Due Diligence, Investment Banking
Education
Texas Tech University - Rawls College of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General, 3.9
McMaster University 1990 — 1994
Bachelor of Engineering (B.Eng.), Computer Engineering, 3.4
McMaster University 1986 — 1990
Bachelor of Science (B.Sc.), Biochemistry, 3.2
Candace Wise Candace Wise's Brinson Partners Experience 1992 - 1995
Job Management Consultant @ Outside The Box Consulting, LLC.
Industry Management Consulting
Experience
Walgreens July 2014 - Present
A "Wise" Choice Limousine Service February 1999 - Present
Outside The Box Consulting, LLC September 2007 - July 2014
Colleen McFarland Consulting 2012 - 2013
JP Morgan Chase November 2008 - January 2010
American Sign Factory, LLC June 2008 - November 2008
JPMorgan Chase July 1995 - June 2007
Zeta Phi Beta Sorority, Inc. - Xi Mu Zeta Chapter (volunteer) September 1999 - June 2002
Brinson Partners 1992 - 1995
Skills
Project Planning, Project Management, Vendor Management, Strategic Planning, Program Management, Lifestyle Management, Event Management, Management Consulting, Budgets, Training, Customer Service, Microsoft Excel, Event Planning, Sales, Management, Fundraising, Time Management, New Business Development, Negotiation, Change Management
Education
Hampton University 1987 — 1991
B.S., Business Management
The George Washington University 2007 — 2008
Certificate, Event Management
Wirt High School 1983 — 1987
Walgreens July 2014 - Present
A "Wise" Choice Limousine Service February 1999 - Present
Outside The Box Consulting, LLC September 2007 - July 2014
Colleen McFarland Consulting 2012 - 2013
JP Morgan Chase November 2008 - January 2010
American Sign Factory, LLC June 2008 - November 2008
JPMorgan Chase July 1995 - June 2007
Zeta Phi Beta Sorority, Inc. - Xi Mu Zeta Chapter (volunteer) September 1999 - June 2002
Brinson Partners 1992 - 1995
Skills
Project Planning, Project Management, Vendor Management, Strategic Planning, Program Management, Lifestyle Management, Event Management, Management Consulting, Budgets, Training, Customer Service, Microsoft Excel, Event Planning, Sales, Management, Fundraising, Time Management, New Business Development, Negotiation, Change Management
Education
Hampton University 1987 — 1991
B.S., Business Management
The George Washington University 2007 — 2008
Certificate, Event Management
Wirt High School 1983 — 1987
Bob Oliver Bob Oliver's Brinson Partners Experience May 1998 - January 2000
Job Regional Controller / Manager of Client Reporting at UBS Global Asset Management
Industry Financial Services
Experience
UBS October 2013 - Present
UBS June 2012 - Present
Fiduciary Management Associates October 2008 - June 2012
UBS Global Asset Management February 2006 - October 2008
UBS Global Asset Management May 2003 - February 2006
UBS Global Asset Management May 1998 - March 2003
Brinson Partners May 1998 - January 2000
Wallace Computer Services May 1994 - May 1998
Elek-Tek 1989 - 1994
Skills
Mutual Funds, Account Reconciliation, Program Management, Equities, Hedge Funds, CRM, Series 7, Asset Management, Training, Management, Investments, Asset Allocation, Due Diligence, Fixed Income, Accounting, Morningstar, Investment Management, Business Development, Portfolio Management, Bloomberg, Investment Strategies, Finance, Alternative Investments, Financial Services
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters of Accting and Financial Mgmt
Northern Illinois University 1991 — 1993
BS
Montini Catholic High School 1983 — 1987
General
UBS October 2013 - Present
UBS June 2012 - Present
Fiduciary Management Associates October 2008 - June 2012
UBS Global Asset Management February 2006 - October 2008
UBS Global Asset Management May 2003 - February 2006
UBS Global Asset Management May 1998 - March 2003
Brinson Partners May 1998 - January 2000
Wallace Computer Services May 1994 - May 1998
Elek-Tek 1989 - 1994
Skills
Mutual Funds, Account Reconciliation, Program Management, Equities, Hedge Funds, CRM, Series 7, Asset Management, Training, Management, Investments, Asset Allocation, Due Diligence, Fixed Income, Accounting, Morningstar, Investment Management, Business Development, Portfolio Management, Bloomberg, Investment Strategies, Finance, Alternative Investments, Financial Services
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters of Accting and Financial Mgmt
Northern Illinois University 1991 — 1993
BS
Montini Catholic High School 1983 — 1987
General
Alanna Nensel's Brinson Partners Experience March 1998 - May 2001
Job Director of US Marketing at Henderson Global Investors
Industry Investment Management
Experience
Henderson Global Investors December 2014 - Present
Henderson Global Investors May 2001 - Present
Brinson Partners March 1998 - May 2001
Skills
Investments, Mutual Funds, Hedge Funds, Asset Managment, Investment Management, Equities, Asset Allocation, Marketing, Fixed Income, Alternative Investments, Financial Services, Competitive Analysis, Separately Managed..., Wealth Management, Marketing Strategy, Integrated Marketing, Portfolio Management, Marketing Communications, New Business Development, Product Management, Email Marketing, Asset Management, Strategic Partnerships, Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing and Strategy
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelors, Marketing
Henderson Global Investors December 2014 - Present
Henderson Global Investors May 2001 - Present
Brinson Partners March 1998 - May 2001
Skills
Investments, Mutual Funds, Hedge Funds, Asset Managment, Investment Management, Equities, Asset Allocation, Marketing, Fixed Income, Alternative Investments, Financial Services, Competitive Analysis, Separately Managed..., Wealth Management, Marketing Strategy, Integrated Marketing, Portfolio Management, Marketing Communications, New Business Development, Product Management, Email Marketing, Asset Management, Strategic Partnerships, Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing and Strategy
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelors, Marketing
Kevin Gergits Kevin Gergits's Brinson Partners Experience January 1998 - January 2001
Job Client Relationship Management at BMO Global Asset Management
Industry Investment Management
Experience
BMO Global Asset Management June 2007 - Present
UBS Global Asset Management (formerly Brinson Partners) February 2001 - May 2007
Brinson Partners January 1998 - January 2001
Merrill Lynch May 1994 - August 1994
Education
DePaul University Kellstadt Graduate School of Business
Masters, Business Administration; Financial Analysis
Eastern Illinois University 1995 — 1997
Bachelor of Science, Business Administration; Finance
Marist High School 1989 — 1993
BMO Global Asset Management June 2007 - Present
UBS Global Asset Management (formerly Brinson Partners) February 2001 - May 2007
Brinson Partners January 1998 - January 2001
Merrill Lynch May 1994 - August 1994
Education
DePaul University Kellstadt Graduate School of Business
Masters, Business Administration; Financial Analysis
Eastern Illinois University 1995 — 1997
Bachelor of Science, Business Administration; Finance
Marist High School 1989 — 1993
Wendy D. Lee, CFA Wendy D. Lee, CFA's Brinson Partners Experience May 1985 - June 1992
Job Head of Senior Client Portfolio Manager Team at OppenheimerFunds, Inc
Industry Investment Management
Experience
OppenheimerFunds, Inc April 2011 - Present
FarView Capital Advisors May 2009 - June 2011
Equinox Capital Management June 1992 - April 2008
Brinson Partners May 1985 - June 1992
Morgan Guaranty Trust Company May 1984 - May 1985
American National Bank & Trust Company January 1981 - May 1984
Airco, Inc September 1978 - September 1980
New Jersey Treasury September 1977 - September 1978
Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Investment Strategies, Equity Research, Finance, Private Equity, Strategy, Mutual Funds, Asset Allocation, Series 63, Fund Of Funds, Portfolio Optimization, Fixed Income, Series 7, Investment Management, Trading, Alternative Investments, Valuation, Bonds, Derivatives, Capital Markets, Equities, Investment Advisory, Securities, Asset Managment, Financial Markets, Wealth Management, Institutional..., Economics, Financial Modeling
Education
The University of Chicago Booth School of Business 1980 — 1983
MBA, Finance & Accounting
Rutgers University-New Brunswick 1973 — 1977
AB, Economics
OppenheimerFunds, Inc April 2011 - Present
FarView Capital Advisors May 2009 - June 2011
Equinox Capital Management June 1992 - April 2008
Brinson Partners May 1985 - June 1992
Morgan Guaranty Trust Company May 1984 - May 1985
American National Bank & Trust Company January 1981 - May 1984
Airco, Inc September 1978 - September 1980
New Jersey Treasury September 1977 - September 1978
Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Investment Strategies, Equity Research, Finance, Private Equity, Strategy, Mutual Funds, Asset Allocation, Series 63, Fund Of Funds, Portfolio Optimization, Fixed Income, Series 7, Investment Management, Trading, Alternative Investments, Valuation, Bonds, Derivatives, Capital Markets, Equities, Investment Advisory, Securities, Asset Managment, Financial Markets, Wealth Management, Institutional..., Economics, Financial Modeling
Education
The University of Chicago Booth School of Business 1980 — 1983
MBA, Finance & Accounting
Rutgers University-New Brunswick 1973 — 1977
AB, Economics
Patrick Hurless Patrick Hurless's Brinson Partners Experience September 1996 - December 1999
Job Global Macro Strategies at William Blair & Company
Industry Investment Management
Experience
William Blair & Company March 2014 - Present
UBS Global Asset Management December 2002 - February 2014
UBS Global Asset Management December 1999 - December 2002
Brinson Partners September 1996 - December 1999
Northern Trust November 1992 - September 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting
University of Illinois at Chicago 1986 — 1991
BS, Economics
Lane Technical High School
William Blair & Company March 2014 - Present
UBS Global Asset Management December 2002 - February 2014
UBS Global Asset Management December 1999 - December 2002
Brinson Partners September 1996 - December 1999
Northern Trust November 1992 - September 1996
Education
Northwestern University - Kellogg School of Management 2001 — 2006
MBA, Finance, Decision Science, Analytical Consulting
University of Illinois at Chicago 1986 — 1991
BS, Economics
Lane Technical High School
Jeff D'Alessandro Jeff D'Alessandro's Brinson Partners Experience 1997 - 2001
Job Senior Consultant at Forward Slope, Inc.
Industry Investment Management
Experience
Forward Slope, Inc. March 2011 - Present
Neosho Capital February 2009 - February 2011
Caravan Financial Partners January 2006 - February 2009
Allianz Global Investors February 2002 - August 2005
Nicholas Applegate June 2001 - February 2002
Brinson Partners 1997 - 2001
Skills
Asset Managment, Alternative Investments, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Valuation, Financial Modeling, Investments, Mutual Funds, Investment Management, Bloomberg, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, International Business
University of Iowa 1993 — 1997
BBA, Business Administration
Forward Slope, Inc. March 2011 - Present
Neosho Capital February 2009 - February 2011
Caravan Financial Partners January 2006 - February 2009
Allianz Global Investors February 2002 - August 2005
Nicholas Applegate June 2001 - February 2002
Brinson Partners 1997 - 2001
Skills
Asset Managment, Alternative Investments, Equities, Asset Allocation, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Valuation, Financial Modeling, Investments, Mutual Funds, Investment Management, Bloomberg, Wealth Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, International Business
University of Iowa 1993 — 1997
BBA, Business Administration
Diane Nossem Diane Nossem's Brinson Partners Experience July 1990 - July 2002
Job Global Proposal Writer, Communication Professional
Industry Marketing and Advertising
Experience
Panduit November 2010 - Present
Blue Cross and Blue Shield Association July 2010 - December 2010
Holland Capital Management LLC January 2004 - May 2009
Chicago Equity Partners, LLC July 2002 - November 2004
UBS Global Asset Management July 1990 - July 2002
Brinson Partners July 1990 - July 2002
The John Joseph Group, Ltd January 1989 - July 1990
The Derson Group, Ltd January 1986 - January 1989
Skills
Marketing Communications, Editing, Project Management, Marketing, Presentation Development, English, Proposal Writing, Integrated Marketing, Strategy, Leadership, Strategic Communications, PowerPoint, Content Management, Brand Management, Customer Service, Market Research, Internal Communications, Graphic Design, Advertising and Public...
Education
DePaul University 1997 — 2000
B.A, English
St. Francis de Sales
Panduit November 2010 - Present
Blue Cross and Blue Shield Association July 2010 - December 2010
Holland Capital Management LLC January 2004 - May 2009
Chicago Equity Partners, LLC July 2002 - November 2004
UBS Global Asset Management July 1990 - July 2002
Brinson Partners July 1990 - July 2002
The John Joseph Group, Ltd January 1989 - July 1990
The Derson Group, Ltd January 1986 - January 1989
Skills
Marketing Communications, Editing, Project Management, Marketing, Presentation Development, English, Proposal Writing, Integrated Marketing, Strategy, Leadership, Strategic Communications, PowerPoint, Content Management, Brand Management, Customer Service, Market Research, Internal Communications, Graphic Design, Advertising and Public...
Education
DePaul University 1997 — 2000
B.A, English
St. Francis de Sales
Capucine (Cappy) Price Capucine (Cappy) Price's Brinson Partners Experience June 1993 - October 1996
Job Consultant, Asset Allocation
Industry Fine Art
Experience
Capucine Price Consulting 2005 - Present
Author May 2009 - June 2009
William Blair & Company 1996 - 2005
Brinson Partners June 1993 - October 1996
Skills
Valuation, Alternative Assets, Stock Valuation, Asset Managment, Investments, Portfolio Management, Investment Management, Equities, Emerging Artists, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investment Strategies, Asset Allocation, Equity Research, Investment Advisory, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1989 — 1992
M.M., International Finance
The University of Chicago 1988 — 1989
M.A., International Economics
University of Michigan 1978 — 1982
B.A., Economics
Capucine Price Consulting 2005 - Present
Author May 2009 - June 2009
William Blair & Company 1996 - 2005
Brinson Partners June 1993 - October 1996
Skills
Valuation, Alternative Assets, Stock Valuation, Asset Managment, Investments, Portfolio Management, Investment Management, Equities, Emerging Artists, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Investment Strategies, Asset Allocation, Equity Research, Investment Advisory, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1989 — 1992
M.M., International Finance
The University of Chicago 1988 — 1989
M.A., International Economics
University of Michigan 1978 — 1982
B.A., Economics
Cassie Williams Cassie Williams's Brinson Partners Experience 1993 - 1998
Job Marketing and Client Services
Industry Investment Management
Experience
First Quadrant May 2007 - Present
UBS Global Asset Management 1998 - 2006
Brinson Partners 1993 - 1998
Skills
Microsoft Excel, Asset Managment, Marketing Communications, Accounting, Investments, Hedge Funds, Marketing Strategy, Business Analysis, Investment Strategies, Asset Management, Microsoft Office, Equities, Analysis, Financial Analysis, Alternative Investments, Research, Business Strategy, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Chicago
BS, Accounting
First Quadrant May 2007 - Present
UBS Global Asset Management 1998 - 2006
Brinson Partners 1993 - 1998
Skills
Microsoft Excel, Asset Managment, Marketing Communications, Accounting, Investments, Hedge Funds, Marketing Strategy, Business Analysis, Investment Strategies, Asset Management, Microsoft Office, Equities, Analysis, Financial Analysis, Alternative Investments, Research, Business Strategy, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Chicago
BS, Accounting
Jack Cowden's Brinson Partners Experience 1993 - 1999
Job
Industry Capital Markets
Experience
KCG Holdings, Inc. June 2013 - Present
Getco LLC October 2011 - Present
Chicago Trading Company September 1999 - March 2009
Brinson Partners 1993 - 1999
Skills
Electronic Trading, Exchange Connectivity, Low Latency, Derivatives, Market Data, Hedge Funds, Capital Markets, Fixed Income, Trading Systems, Asset Management, Unix, Options, Software Development
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Statistics
University of California, Los Angeles
KCG Holdings, Inc. June 2013 - Present
Getco LLC October 2011 - Present
Chicago Trading Company September 1999 - March 2009
Brinson Partners 1993 - 1999
Skills
Electronic Trading, Exchange Connectivity, Low Latency, Derivatives, Market Data, Hedge Funds, Capital Markets, Fixed Income, Trading Systems, Asset Management, Unix, Options, Software Development
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Statistics
University of California, Los Angeles
Lisa Sterling, CFA's Brinson Partners Experience 1994 - 1997
Job Market Risk Analyst
Industry Banking
Experience
LSterling November 2011 - March 2013
The Bogdahn Group 2007 - 2009
Provident Investment Advisors 2002 - 2004
Chicago Investment Analytics 2000 - 2002
StockVal Analytics 1997 - 2000
Allmerica Financial August 1996 - November 1997
Brinson Partners 1994 - 1997
Skills
Capital Markets, Investment Advisory..., Relationship Management, Financial Services, Equity Research, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Equities, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
LSterling November 2011 - March 2013
The Bogdahn Group 2007 - 2009
Provident Investment Advisors 2002 - 2004
Chicago Investment Analytics 2000 - 2002
StockVal Analytics 1997 - 2000
Allmerica Financial August 1996 - November 1997
Brinson Partners 1994 - 1997
Skills
Capital Markets, Investment Advisory..., Relationship Management, Financial Services, Equity Research, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Equities, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
John Leonard's Brinson Partners Experience July 1991 - September 1994
Job Global Head of Equities at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2008 - Present
UBS Global Asset Management December 2007 - April 2008
UBS Global Asset Management January 2000 - December 2007
UBS Global Asset Management December 1998 - January 2000
SBC Brinson September 1994 - December 1998
Brinson Partners July 1991 - September 1994
Skills
Asset Managment, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Valuation, Mutual Funds, Fixed Income, Financial Modeling, Investment Management, Bloomberg, Equity Research, Capital Markets, Asset Management, Series 7, Securities, Organizational..., Not for Profit, Finance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
Dartmouth College 1979 — 1983
A.B., Government
UBS Global Asset Management April 2008 - Present
UBS Global Asset Management December 2007 - April 2008
UBS Global Asset Management January 2000 - December 2007
UBS Global Asset Management December 1998 - January 2000
SBC Brinson September 1994 - December 1998
Brinson Partners July 1991 - September 1994
Skills
Asset Managment, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Valuation, Mutual Funds, Fixed Income, Financial Modeling, Investment Management, Bloomberg, Equity Research, Capital Markets, Asset Management, Series 7, Securities, Organizational..., Not for Profit, Finance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
Dartmouth College 1979 — 1983
A.B., Government
Chris Gleason CFA's Brinson Partners Experience May 1996 - May 1998
Job Managing Partner at Taran Asset Management
Industry Investment Management
Experience
Taran Asset Management March 2012 - Present
Alyeska Investment Group August 2008 - February 2012
UBS Global Asset Management April 2000 - June 2008
UBS Global Asset Management (Brinson Partners) May 1998 - April 2000
Brinson Partners May 1996 - May 1998
Brinson Partners Inc. October 1993 - May 1996
Skills
Hedge Funds, Industry Analysis, Asset Allocation, Equities, Portfolio Management, Risk Management, Global TMT, Competitive Analysis, Valuation, Equity Research, Investments, Alternative Investments, TMT, Asset Managment, Derivatives, Mutual Funds, Investment Strategies, Investor Relations, Capital Markets, Fund Of Funds, Private Equity, Trading, Investment Management, Asset Management, Fixed Income, Equity Valuation, Financial Markets, Financial Modeling, Finance, Emerging Markets, Bloomberg, Institutional...
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Finance, Strategy & International Business
DePauw University 1987 — 1991
BA, Economics
Taran Asset Management March 2012 - Present
Alyeska Investment Group August 2008 - February 2012
UBS Global Asset Management April 2000 - June 2008
UBS Global Asset Management (Brinson Partners) May 1998 - April 2000
Brinson Partners May 1996 - May 1998
Brinson Partners Inc. October 1993 - May 1996
Skills
Hedge Funds, Industry Analysis, Asset Allocation, Equities, Portfolio Management, Risk Management, Global TMT, Competitive Analysis, Valuation, Equity Research, Investments, Alternative Investments, TMT, Asset Managment, Derivatives, Mutual Funds, Investment Strategies, Investor Relations, Capital Markets, Fund Of Funds, Private Equity, Trading, Investment Management, Asset Management, Fixed Income, Equity Valuation, Financial Markets, Financial Modeling, Finance, Emerging Markets, Bloomberg, Institutional...
Education
The University of Chicago Booth School of Business 1994 — 1997
MBA, Finance, Strategy & International Business
DePauw University 1987 — 1991
BA, Economics
Barbara Alger's Brinson Partners Experience 1989 - 2002
Job Skier
Industry Leisure, Travel & Tourism
Experience
Big Sky December 2003 - Present
UBS Global Asset Management August 1999 - February 2002
Brinson Partners 1989 - 2002
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MM, Business
University of Colorado Boulder 1971 — 1975
BS, business
University of Colorado Boulder - Leeds School of Business 1971 — 1975
BS, business
Big Sky December 2003 - Present
UBS Global Asset Management August 1999 - February 2002
Brinson Partners 1989 - 2002
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MM, Business
University of Colorado Boulder 1971 — 1975
BS, business
University of Colorado Boulder - Leeds School of Business 1971 — 1975
BS, business
Tanya Williams, CFA's Brinson Partners Experience June 1993 - March 1999
Job Investment Management Executive | Expertise in Portfolio Management, Investment Research & Business Strategy
Industry Investment Management
Experience
Executes Thoughtful Investment Decisions and Employs Discipline December 2013 - Present
Guggenheim Partners April 2009 - November 2013
EARNEST Partners November 2007 - November 2008
Calvert Distributors, Inc. April 1999 - October 2007
Brinson Partners June 1993 - March 1999
Skills
Investments, Portfolio Management, Asset Allocation, Fundamental Investment..., Global Equities, Real Assets, Product Management, Business Strategy, Product Development, Leadership, Financial Behavior, Client Servicing, Separately Managed..., Mutual Funds, Investment Banking, Investment Strategies, Private Equity, Options, Equities, Competitive Analysis, Bonds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., Finance
Northwestern University
BA, Economics
Executes Thoughtful Investment Decisions and Employs Discipline December 2013 - Present
Guggenheim Partners April 2009 - November 2013
EARNEST Partners November 2007 - November 2008
Calvert Distributors, Inc. April 1999 - October 2007
Brinson Partners June 1993 - March 1999
Skills
Investments, Portfolio Management, Asset Allocation, Fundamental Investment..., Global Equities, Real Assets, Product Management, Business Strategy, Product Development, Leadership, Financial Behavior, Client Servicing, Separately Managed..., Mutual Funds, Investment Banking, Investment Strategies, Private Equity, Options, Equities, Competitive Analysis, Bonds, Hedge Funds
Education
Duke University - The Fuqua School of Business 1991 — 1993
M.B.A., Finance
Northwestern University
BA, Economics
Marianne Woodward's Brinson Partners Experience January 1986 - April 1994
Job Experienced Social Entrepreneur, dedicated to making an impact
Industry Nonprofit Organization Management
Experience
Mission Possible April 2015 - Present
Adoption Learning Partners August 2007 - March 2015
The Cradle 2007 - 2015
Children's Home + Aid Society of Illinois 1998 - 2001
Brinson Partners January 1986 - April 1994
First Chicago January 1984 - January 1991
Mark Twain Bank 1981 - 1984
Skills
Nonprofits, Public Speaking, Strategic Planning, Fundraising, Program Management, Alternative Investments, Coaching, Non-profits, Community Development, Community Outreach, Leadership Development, Mergers, Proposal Writing, Product Development, Social Media, Marketing, Social Entrepreneurship, Cross-functional Team..., Program Development, Strategy, Philanthropy, Public Relations, Capital Markets, Editing, Board Development, Marketing Communications, Volunteer Management, Team Building, Grant Writing, Leadership, Research, Grants, Entrepreneurship, Investments, Event Planning, Finance, Project Management, Budgets, Mergers & Acquisitions, Strategic Partnerships
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA
Washington University in St. Louis - Olin Business School 1977 — 1981
BSBA
Mission Possible April 2015 - Present
Adoption Learning Partners August 2007 - March 2015
The Cradle 2007 - 2015
Children's Home + Aid Society of Illinois 1998 - 2001
Brinson Partners January 1986 - April 1994
First Chicago January 1984 - January 1991
Mark Twain Bank 1981 - 1984
Skills
Nonprofits, Public Speaking, Strategic Planning, Fundraising, Program Management, Alternative Investments, Coaching, Non-profits, Community Development, Community Outreach, Leadership Development, Mergers, Proposal Writing, Product Development, Social Media, Marketing, Social Entrepreneurship, Cross-functional Team..., Program Development, Strategy, Philanthropy, Public Relations, Capital Markets, Editing, Board Development, Marketing Communications, Volunteer Management, Team Building, Grant Writing, Leadership, Research, Grants, Entrepreneurship, Investments, Event Planning, Finance, Project Management, Budgets, Mergers & Acquisitions, Strategic Partnerships
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA
Washington University in St. Louis - Olin Business School 1977 — 1981
BSBA
Shari Gilfillan's Brinson Partners Experience 1996 - 1998
Job Equity Strategist at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management 2010 - Present
UBS Global Asset Management 1996 - 2009
Brinson Partners 1996 - 1998
Northern Trust 1993 - 1996
Skills
Equities, Asset Management, Portfolio Management, Equity Research, Investments, Risk Management, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Trading, Bloomberg, Derivatives, Investment Banking, Analysis, Investment Management, Emerging Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science in Business, Finance
UBS Global Asset Management 2010 - Present
UBS Global Asset Management 1996 - 2009
Brinson Partners 1996 - 1998
Northern Trust 1993 - 1996
Skills
Equities, Asset Management, Portfolio Management, Equity Research, Investments, Risk Management, Asset Managment, Investment Strategies, Fixed Income, Asset Allocation, Trading, Bloomberg, Derivatives, Investment Banking, Analysis, Investment Management, Emerging Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
Miami University 1988 — 1992
Bachelor of Science in Business, Finance
Monique Washington, Realtor's Brinson Partners Experience January 1999 - January 2000
Job Full Time Real Estate Advisor.
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage July 2003 - Present
Coldwell Banker Residential Brokerage January 2008 - 2010
Driehaus Capital Management May 2002 - October 2002
Deloitte January 2000 - January 2002
BRINSON PARTNERS January 1999 - January 2000
INSTITUTIONAL CAPITAL CORPORATION January 1994 - January 1998
MARKET FACTS, INC January 1987 - January 1993
Skills
Short Sales, Real Estate, First Time Home Buyers, Foreclosures, Sellers, Investors, Investments, Investment Properties, REO, Condos, Referrals, Single Family Homes, Relocation, Real Estate Transactions, Listings, Mortgage Lending, Property Management, Selling, Property, Buyers, Marketing, Sales, Real Property, Buyer Representation, New Home Sales, Negotiation, FHA, Luxury, ABR, Residential Homes, Townhomes, Contract Negotiation, Management, Real Estate Development
Education
Chicago State University 1990 — 1994
BS, Mathematics
Chicago State University 1989 — 1994
Bachelors of Science, Mathematics
Northern Illinois University 1979 — 1980
Communications
DePaul University
Post Graduate Work, Management and Finance
Coldwell Banker Residential Brokerage July 2003 - Present
Coldwell Banker Residential Brokerage January 2008 - 2010
Driehaus Capital Management May 2002 - October 2002
Deloitte January 2000 - January 2002
BRINSON PARTNERS January 1999 - January 2000
INSTITUTIONAL CAPITAL CORPORATION January 1994 - January 1998
MARKET FACTS, INC January 1987 - January 1993
Skills
Short Sales, Real Estate, First Time Home Buyers, Foreclosures, Sellers, Investors, Investments, Investment Properties, REO, Condos, Referrals, Single Family Homes, Relocation, Real Estate Transactions, Listings, Mortgage Lending, Property Management, Selling, Property, Buyers, Marketing, Sales, Real Property, Buyer Representation, New Home Sales, Negotiation, FHA, Luxury, ABR, Residential Homes, Townhomes, Contract Negotiation, Management, Real Estate Development
Education
Chicago State University 1990 — 1994
BS, Mathematics
Chicago State University 1989 — 1994
Bachelors of Science, Mathematics
Northern Illinois University 1979 — 1980
Communications
DePaul University
Post Graduate Work, Management and Finance
John Lehning's Brinson Partners Experience 1998 - 2000
Job Managing Director Head of US Business Development
Industry Investment Management
Experience
JOHCM Funds September 2013 - Present
DundeeWealth U.S. April 2010 - September 2013
Turner Investment Partners November 2000 - November 2008
Brinson Partners 1998 - 2000
Pilgrim Baxter & Associates, Ltd. 1995 - 1998
Skills
Investments
Education
University of Richmond - Robins School of Business 1982 — 1986
B.A., Finance and Marketing
Sachem High School 1978 — 1982
BS
JOHCM Funds September 2013 - Present
DundeeWealth U.S. April 2010 - September 2013
Turner Investment Partners November 2000 - November 2008
Brinson Partners 1998 - 2000
Pilgrim Baxter & Associates, Ltd. 1995 - 1998
Skills
Investments
Education
University of Richmond - Robins School of Business 1982 — 1986
B.A., Finance and Marketing
Sachem High School 1978 — 1982
BS
Bill Baumel's Brinson Partners Experience 1994 - 1996
Job Managing Member at RWI Ventures
Industry Venture Capital & Private Equity
Experience
RWI Ventures 2000 - Present
Coral Group 1996 - 2000
Brinson Partners 1994 - 1996
Procter & Gamble May 1993 - August 1993
Deloitte 1990 - 1992
Skills
Venture Capital, Private Equity, Start-ups, Cloud Computing, Data Security, Mobile Technology, SaaS, Board, Audit Committee, CFO, CPA, IPO, Mergers, Due Diligence, Investments, Portfolio Management, Corporate Finance, Business Strategy, Strategic Planning, Business Planning, Financial Analysis, Competitive Analysis, Valuation, Financial Modeling, Big Data, Strategic Partnerships, Business Development, Entrepreneurship, Mergers & Acquisitions, Angel Investing, Private Placements, Growth Capital, Buyouts, Venture Financing, Deal Sourcing, LBO, Executive Management, Capital Raising, Capital, Investor Relations, Mezzanine, Alternative Investments, Fund Of Funds, Divestitures, Financial Structuring, Acquisitions, Leveraged Finance, Emerging Markets, M&A experience, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA - High Distinction, Finance, Strategy, Marketing
The Ohio State University 1986 — 1990
BS - Summa cum laude, Honors Accounting & Economics
RWI Ventures 2000 - Present
Coral Group 1996 - 2000
Brinson Partners 1994 - 1996
Procter & Gamble May 1993 - August 1993
Deloitte 1990 - 1992
Skills
Venture Capital, Private Equity, Start-ups, Cloud Computing, Data Security, Mobile Technology, SaaS, Board, Audit Committee, CFO, CPA, IPO, Mergers, Due Diligence, Investments, Portfolio Management, Corporate Finance, Business Strategy, Strategic Planning, Business Planning, Financial Analysis, Competitive Analysis, Valuation, Financial Modeling, Big Data, Strategic Partnerships, Business Development, Entrepreneurship, Mergers & Acquisitions, Angel Investing, Private Placements, Growth Capital, Buyouts, Venture Financing, Deal Sourcing, LBO, Executive Management, Capital Raising, Capital, Investor Relations, Mezzanine, Alternative Investments, Fund Of Funds, Divestitures, Financial Structuring, Acquisitions, Leveraged Finance, Emerging Markets, M&A experience, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA - High Distinction, Finance, Strategy, Marketing
The Ohio State University 1986 — 1990
BS - Summa cum laude, Honors Accounting & Economics
Amy Moran's Brinson Partners Experience April 2000 - January 2002
Job Chief Program Officer at Helping Hand Center
Industry Nonprofit Organization Management
Experience
Helping Hand Center April 2014 - Present
Trinity Academy of Irish Dance, Ltd. September 2011 - April 2014
Plymouth Place Senior Living August 2009 - September 2011
Anam Mor Irish Dance and Music February 2002 - August 2009
Brinson Partners April 2000 - January 2002
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, HTML, Photoshop, Editing, Microsoft Office, Newsletters, Writing, Dance Education, Management
Education
College of DuPage
Associate's degree
Helping Hand Center April 2014 - Present
Trinity Academy of Irish Dance, Ltd. September 2011 - April 2014
Plymouth Place Senior Living August 2009 - September 2011
Anam Mor Irish Dance and Music February 2002 - August 2009
Brinson Partners April 2000 - January 2002
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Research, Windows, Teaching, Public Speaking, Budgets, Strategic Planning, HTML, Photoshop, Editing, Microsoft Office, Newsletters, Writing, Dance Education, Management
Education
College of DuPage
Associate's degree
Mikako Curtis's Brinson Partners Experience September 1997 - April 2000
Job Systems Engineer at NUMMI
Industry Information Technology and Services
Experience
NUMMI January 2010 - Present
Hitachi Software May 2000 - September 2003
Brinson Partners September 1997 - April 2000
Skills
Root Cause Analysis, Kanban, Value Stream Mapping, Lean Manufacturing, Kaizen, 5S, Continuous Improvement, SPC, Six Sigma, Process Improvement, Quality Assurance, Project Management, Automotive
Education
Dominican University
BA, Political Science
NUMMI January 2010 - Present
Hitachi Software May 2000 - September 2003
Brinson Partners September 1997 - April 2000
Skills
Root Cause Analysis, Kanban, Value Stream Mapping, Lean Manufacturing, Kaizen, 5S, Continuous Improvement, SPC, Six Sigma, Process Improvement, Quality Assurance, Project Management, Automotive
Education
Dominican University
BA, Political Science
Charles Swain's Brinson Partners Experience December 1995 - May 2000
Job Portfolio Manager at Snyder Capital Management
Industry Financial Services
Experience
Snyder Capital Management 2011 - Present
RCM 2000 - 2009
Brinson Partners December 1995 - May 2000
McKinsey & Company September 1990 - December 1995
Education
Stanford Graduate School of Business 1988 — 1990
MBA
MIT
S.B., Chemical Engineering
MIT
S.M., Chemical Engineering
Snyder Capital Management 2011 - Present
RCM 2000 - 2009
Brinson Partners December 1995 - May 2000
McKinsey & Company September 1990 - December 1995
Education
Stanford Graduate School of Business 1988 — 1990
MBA
MIT
S.B., Chemical Engineering
MIT
S.M., Chemical Engineering
David Strouse's Brinson Partners Experience September 1991 - September 2001
Job Private Investor
Industry Investment Management
Experience
DS Investments February 2013 - Present
AMP Capital September 2012 - January 2013
UBS Global Asset Management May 1988 - August 2012
Brinson Partners September 1991 - September 2001
Skills
Asset Managment, Credit, Hedge Funds, Fixed Income, Asset Management, Portfolio Management, Equities, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Capital Markets, Derivatives, Mutual Funds, High Yield, Private Equity, Equity Derivatives, Trading Systems, Structured Products, Credit Analysis
Education
Benedictine University 1985 — 1987
MBA, Finance
Valparaiso University 1981 — 1984
BS, Business Administration, Minor in Information Systems
DS Investments February 2013 - Present
AMP Capital September 2012 - January 2013
UBS Global Asset Management May 1988 - August 2012
Brinson Partners September 1991 - September 2001
Skills
Asset Managment, Credit, Hedge Funds, Fixed Income, Asset Management, Portfolio Management, Equities, Alternative Investments, Investments, Asset Allocation, Investment Strategies, Capital Markets, Derivatives, Mutual Funds, High Yield, Private Equity, Equity Derivatives, Trading Systems, Structured Products, Credit Analysis
Education
Benedictine University 1985 — 1987
MBA, Finance
Valparaiso University 1981 — 1984
BS, Business Administration, Minor in Information Systems
Henry Doorn's Brinson Partners Experience October 1989 - January 2000
Job Executive Director at Barnabas Foundation
Industry Nonprofit Organization Management
Experience
Barnabas Foundation September 2000 - Present
UBS Global Asset Management October 1989 - January 2000
Brinson Partners October 1989 - January 2000
KPMG US August 1981 - September 1989
Skills
Financial Analysis, Strategic Planning, Non-profits, Fundraising, Alternative Investments, Philanthropy, Annual Giving, Non-profit..., Program Development, Stewardship, Volunteer Management, Board Development, Microsoft Office, Customer Service, Management Consulting, Planned Giving, Higher Education, Staff Development, Project Management, Community Outreach, Leadership Development, Public Relations, Nonprofits
Education
Trinity Christian College 1979 — 1981
BS, Accounting
Calvin College 1977 — 1979
Barnabas Foundation September 2000 - Present
UBS Global Asset Management October 1989 - January 2000
Brinson Partners October 1989 - January 2000
KPMG US August 1981 - September 1989
Skills
Financial Analysis, Strategic Planning, Non-profits, Fundraising, Alternative Investments, Philanthropy, Annual Giving, Non-profit..., Program Development, Stewardship, Volunteer Management, Board Development, Microsoft Office, Customer Service, Management Consulting, Planned Giving, Higher Education, Staff Development, Project Management, Community Outreach, Leadership Development, Public Relations, Nonprofits
Education
Trinity Christian College 1979 — 1981
BS, Accounting
Calvin College 1977 — 1979
Martin Jacobs's Brinson Partners Experience April 1991 - March 2001
Job Investment Manager at American Funds
Industry Investment Management
Experience
American Funds April 2001 - Present
Brinson Partners April 1991 - March 2001
Security Pacific Merchant Bank August 1988 - December 1990
Skills
Chartered Financial...
Education
University of Southern California
Bachelor of Science (B.S.), Industrial & Systems Engineering
Wharton Business School
MBA, Finance
American Funds April 2001 - Present
Brinson Partners April 1991 - March 2001
Security Pacific Merchant Bank August 1988 - December 1990
Skills
Chartered Financial...
Education
University of Southern California
Bachelor of Science (B.S.), Industrial & Systems Engineering
Wharton Business School
MBA, Finance
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation