Buckingham Research Group
Industry: Company
DescriptionFounded: 1982 Subsidiary: The Buckingham Research Group, Brokerage ServicesFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBuckingham Research Group IncWebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 750 3rd Ave, New York, NY 10017 Phone: (212) 922-5500: Category: Hours: : : : : : Place name: Website: Website: http://www.buckresearch.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Buckingham Research Group Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Buckingham Research Group Employees
Employee
Years
Job
Industry
Patrick Uhm Patrick Uhm's Buckingham Research Group Experience January 2003 - February 2004
Job Sr. Director, Outside Sales Ops & Analytics at ServiceSource
Industry Computer Networking
Experience
ServiceSource June 2011 - Present
Cisco Systems April 2010 - September 2011
PricewaterhouseCoopers January 2004 - April 2010
Buckingham Research Group January 2003 - February 2004
Skills
CRM, Analytics, Forecasting, Salesforce.com, Vendor Management, Cross-functional Team..., Enterprise Software, Business Development, Marketing Strategy, Account Management, New Business Development, Market Research, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
University of Rochester
BA, Political Science
ServiceSource June 2011 - Present
Cisco Systems April 2010 - September 2011
PricewaterhouseCoopers January 2004 - April 2010
Buckingham Research Group January 2003 - February 2004
Skills
CRM, Analytics, Forecasting, Salesforce.com, Vendor Management, Cross-functional Team..., Enterprise Software, Business Development, Marketing Strategy, Account Management, New Business Development, Market Research, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance, Management
University of Rochester
BA, Political Science
Keith Uklist Keith Uklist's Buckingham Research Group Experience February 2012 - August 2012
Job Experienced Professional Operations Executive
Industry Financial Services
Experience
Alliance Bernstein July 2013 - Present
Buckingham Research Group February 2012 - August 2012
Merrill Lynch February 2007 - April 2011
Cantor Fitzgerald December 2003 - February 2007
GFI Group March 1996 - December 2003
Skills
Allocations, Settlement, Project Management, Business Analysis, Securities, FINRA, Equities, Bloomberg, Financial Services, Series 7, Equity Trading, Hedge Funds, Middle Office, Electronic Trading, Prime Brokerage, Fixed Income, Series 63, Settlement Agreements, Derivatives
Education
Rutgers University 1994 — 2001
BA, English Literature
The George Washington University 1989 — 1992
Hightstown High School
Alliance Bernstein July 2013 - Present
Buckingham Research Group February 2012 - August 2012
Merrill Lynch February 2007 - April 2011
Cantor Fitzgerald December 2003 - February 2007
GFI Group March 1996 - December 2003
Skills
Allocations, Settlement, Project Management, Business Analysis, Securities, FINRA, Equities, Bloomberg, Financial Services, Series 7, Equity Trading, Hedge Funds, Middle Office, Electronic Trading, Prime Brokerage, Fixed Income, Series 63, Settlement Agreements, Derivatives
Education
Rutgers University 1994 — 2001
BA, English Literature
The George Washington University 1989 — 1992
Hightstown High School
Clifford Longley Clifford Longley's Buckingham Research Group Experience June 2009 - July 2009
Job Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
Accounting Principles August 2013 - November 2013
Accounting Principles May 2013 - June 2013
BNY Mellon May 2012 - August 2012
Buckingham Research Group June 2009 - July 2009
Klesse Architect internship June 2005 - July 2005
Skills
Idea Generation, Microsoft Excel, Bloomberg, Equity Research, Research, Fishing, Fundamental Research, Regression Analysis, Microsoft Word, Java, C, Python, VBA, SQL, Financial Analysis, FactSet, Microsoft Office
Education
Drew University 2010 — 2012
Economics Major
Kenyon College 2008 — 2010
bachelor's degree, Economics, Computational Science
Millburn High School
JPMorgan Chase & Co. July 2014 - Present
Accounting Principles August 2013 - November 2013
Accounting Principles May 2013 - June 2013
BNY Mellon May 2012 - August 2012
Buckingham Research Group June 2009 - July 2009
Klesse Architect internship June 2005 - July 2005
Skills
Idea Generation, Microsoft Excel, Bloomberg, Equity Research, Research, Fishing, Fundamental Research, Regression Analysis, Microsoft Word, Java, C, Python, VBA, SQL, Financial Analysis, FactSet, Microsoft Office
Education
Drew University 2010 — 2012
Economics Major
Kenyon College 2008 — 2010
bachelor's degree, Economics, Computational Science
Millburn High School
Jill Rosenberg Jill Rosenberg's Buckingham Research Group Experience January 2000 - January 2013
Job Institutional Equity Research Sales and Marketing | Financial Professional | Equities | Series 7, 63
Industry Financial Services
Experience
National Alliance Securities, LLC September 2014 - Present
Prudential Financial July 2013 - September 2014
Buckingham Research Group January 2000 - January 2013
Credit Suisse 1993 - 1998
Skills
Mutual Funds, Finance, Financial Services, Accounting, Equities, Institutional Sales, Banking, Securities, Strategic Financial..., Financial Analysis, Trading, Fixed Income, Asset Management, Retirement Planning, Financial Markets, Corporate Finance, Risk Management, Financial Planning, Capital Markets, Insurance, Teamwork, Ethics, Financial Education, ETFs, Global Finance
Education
Fordham University
Master of Business Administration (MBA), Accounting
Rutgers University
Bachelor's degree, Economics and Accounting
National Alliance Securities, LLC September 2014 - Present
Prudential Financial July 2013 - September 2014
Buckingham Research Group January 2000 - January 2013
Credit Suisse 1993 - 1998
Skills
Mutual Funds, Finance, Financial Services, Accounting, Equities, Institutional Sales, Banking, Securities, Strategic Financial..., Financial Analysis, Trading, Fixed Income, Asset Management, Retirement Planning, Financial Markets, Corporate Finance, Risk Management, Financial Planning, Capital Markets, Insurance, Teamwork, Ethics, Financial Education, ETFs, Global Finance
Education
Fordham University
Master of Business Administration (MBA), Accounting
Rutgers University
Bachelor's degree, Economics and Accounting
Hamed Adeyemi Hamed Adeyemi's Buckingham Research Group Experience June 2012 - August 2012
Job Summer Analyst Financial Institutions Group at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2015 - Present
Archer Gray, LLC September 2014 - December 2014
Penn Schoen Berland September 2014 - December 2014
Laidlaw & Company UK Ltd. August 2014 - September 2014
Accor North America July 2014 - August 2014
Viacom September 2013 - December 2013
Moody's Investors Service May 2013 - August 2013
Columbia Business School October 2012 - May 2013
Columbia Business School December 2011 - October 2012
Buckingham Research Group June 2012 - August 2012
Skills
Research, Economics, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Bloomberg Terminal, Project Management, Corporate Finance, Valuation, Program Management, Finance, Financial Modeling
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics
Phillips Academy 2007 — 2011
High School
Moody's Investors Service June 2015 - Present
Archer Gray, LLC September 2014 - December 2014
Penn Schoen Berland September 2014 - December 2014
Laidlaw & Company UK Ltd. August 2014 - September 2014
Accor North America July 2014 - August 2014
Viacom September 2013 - December 2013
Moody's Investors Service May 2013 - August 2013
Columbia Business School October 2012 - May 2013
Columbia Business School December 2011 - October 2012
Buckingham Research Group June 2012 - August 2012
Skills
Research, Economics, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Bloomberg Terminal, Project Management, Corporate Finance, Valuation, Program Management, Finance, Financial Modeling
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics
Phillips Academy 2007 — 2011
High School
Michael Perillo Michael Perillo's Buckingham Research Group Experience September 2009 - Present
Job Vice President, Institutional Sales at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group September 2009 - Present
Skills
Series 7, Equities, Equity Research, Bloomberg, Investments, Investment Strategies, Valuation
Education
Siena College 2004 — 2008
BS, Finance, General
Buckingham Research Group September 2009 - Present
Skills
Series 7, Equities, Equity Research, Bloomberg, Investments, Investment Strategies, Valuation
Education
Siena College 2004 — 2008
BS, Finance, General
Aaron Baker Aaron Baker's Buckingham Research Group Experience September 2003 - August 2006
Job Director of Business Development, MRO
Industry Wholesale
Experience
Hardware Holdings January 2015 - Present
HD Supply February 2012 - December 2014
HD Supply May 2010 - February 2012
GE Capital July 2008 - June 2010
Buckingham Research Group September 2003 - August 2006
General Electric 2006 - 2006
Merrill Lynch September 2000 - August 2003
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Segmentation, Corporate Finance, Valuation, Cross-functional Team..., Pricing, Strategy, Forecasting, Business Strategy, Marketing Strategy, Analytics, Financial Services, Business Development, Strategic Planning, Management, Leadership, Analysis, Process Improvement, Finance, Sales
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Marketing, Finance
University of Colorado Boulder 1995 — 2000
BS, Psychology, 3.5/4.0
Hardware Holdings January 2015 - Present
HD Supply February 2012 - December 2014
HD Supply May 2010 - February 2012
GE Capital July 2008 - June 2010
Buckingham Research Group September 2003 - August 2006
General Electric 2006 - 2006
Merrill Lynch September 2000 - August 2003
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Segmentation, Corporate Finance, Valuation, Cross-functional Team..., Pricing, Strategy, Forecasting, Business Strategy, Marketing Strategy, Analytics, Financial Services, Business Development, Strategic Planning, Management, Leadership, Analysis, Process Improvement, Finance, Sales
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Marketing, Finance
University of Colorado Boulder 1995 — 2000
BS, Psychology, 3.5/4.0
Bob Efstathiou Bob Efstathiou's Buckingham Research Group Experience October 2000 - Present
Job Director at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group October 2000 - Present
Skills
Equities, Hedge Funds, Series 7, Series 63
Education
Stony Brook University 1993 — 1997
Bachelor's degree, Economics
Buckingham Research Group October 2000 - Present
Skills
Equities, Hedge Funds, Series 7, Series 63
Education
Stony Brook University 1993 — 1997
Bachelor's degree, Economics
Sean Chin Sean Chin's Buckingham Research Group Experience September 2003 - January 2005
Job Consultant Marketing Finance at 1800flowers.com
Industry Consumer Services
Experience
1800flowers.com February 2015 - July 2015
Citi June 2012 - June 2013
UBS February 2005 - June 2012
Buckingham Research Group September 2003 - January 2005
Merrill Lynch March 1995 - March 2003
Skills
Budgets, Banking, Analytics, Valuation, Investments, Risk Management, Corporate Finance, Financial Reporting, Portfolio Management, Strategic Financial..., Finance, Analysis, Financial Analysis, Financial Modeling, Strategy, Forecasting
Education
Rochester Institute of Technology
BS, Finance
1800flowers.com February 2015 - July 2015
Citi June 2012 - June 2013
UBS February 2005 - June 2012
Buckingham Research Group September 2003 - January 2005
Merrill Lynch March 1995 - March 2003
Skills
Budgets, Banking, Analytics, Valuation, Investments, Risk Management, Corporate Finance, Financial Reporting, Portfolio Management, Strategic Financial..., Finance, Analysis, Financial Analysis, Financial Modeling, Strategy, Forecasting
Education
Rochester Institute of Technology
BS, Finance
Gavin Cadwallader Gavin Cadwallader's Buckingham Research Group Experience September 2011 - May 2015
Job MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
NYU Stern School of Business July 2015 - Present
Buckingham Research Group September 2011 - May 2015
Skills
Series 7, Series 63, Spanish, Equities, Investment Strategies, Securities, Investments, Financial Markets, Capital Markets
Education
Colgate University 2007 — 2011
Bachelors, History, Spanish
NYU Stern School of Business July 2015 - Present
Buckingham Research Group September 2011 - May 2015
Skills
Series 7, Series 63, Spanish, Equities, Investment Strategies, Securities, Investments, Financial Markets, Capital Markets
Education
Colgate University 2007 — 2011
Bachelors, History, Spanish
Andrew Gronet's Buckingham Research Group Experience May 2012 - August 2012
Job Portfolio Analyst at Badge Investment Partners
Industry Financial Services
Experience
Badge Investment Partners June 2013 - Present
Berylson Capital Partners September 2012 - May 2013
Buckingham Research Group May 2012 - August 2012
The Green Scene May 2007 - June 2012
Evolution Management, LLC May 2009 - March 2012
Buckingham Research Group August 2011 - August 2011
Skills
Excel, PowerPoint, Microsoft Office, Word, Factset, Bloomberg, Capital IQ, Financial Modeling, Research, Economics, Portfolio Management, Trading, Equity Trading, Equity Research, Analysis, Financial Analysis, Equities, Investments, Microsoft Excel, Microsoft Word
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economic-Finance, Warfare History
London School of Economics and Political Science 2011 — 2011
Economics
The Pennington School 2002 — 2009
Badge Investment Partners June 2013 - Present
Berylson Capital Partners September 2012 - May 2013
Buckingham Research Group May 2012 - August 2012
The Green Scene May 2007 - June 2012
Evolution Management, LLC May 2009 - March 2012
Buckingham Research Group August 2011 - August 2011
Skills
Excel, PowerPoint, Microsoft Office, Word, Factset, Bloomberg, Capital IQ, Financial Modeling, Research, Economics, Portfolio Management, Trading, Equity Trading, Equity Research, Analysis, Financial Analysis, Equities, Investments, Microsoft Excel, Microsoft Word
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Economic-Finance, Warfare History
London School of Economics and Political Science 2011 — 2011
Economics
The Pennington School 2002 — 2009
Alexander Sacco Alexander Sacco's Buckingham Research Group Experience March 2008 - September 2012
Job Senior Analyst at Luminary Labs
Industry Management Consulting
Experience
Luminary Labs November 2013 - Present
IDSA (The Industrial Designers Society of America) March 2013 - Present
Joyride Coffee Distributors March 2013 - November 2013
Buckingham Research Group March 2008 - September 2012
Lehman Brothers September 2007 - March 2008
Murray Weigel Hall, Fordham University September 2005 - May 2007
Lehman Brothers July 2006 - August 2006
Skills
Factset, PowerPoint, Excel, Management, Microsoft Excel, Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Economics, Bloomberg, Finance, Investments
Education
Fordham University 2003 — 2007
Bachelor of Sciences, Finance & Economics
Luminary Labs November 2013 - Present
IDSA (The Industrial Designers Society of America) March 2013 - Present
Joyride Coffee Distributors March 2013 - November 2013
Buckingham Research Group March 2008 - September 2012
Lehman Brothers September 2007 - March 2008
Murray Weigel Hall, Fordham University September 2005 - May 2007
Lehman Brothers July 2006 - August 2006
Skills
Factset, PowerPoint, Excel, Management, Microsoft Excel, Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Economics, Bloomberg, Finance, Investments
Education
Fordham University 2003 — 2007
Bachelor of Sciences, Finance & Economics
Mark Kalinowski Mark Kalinowski's Buckingham Research Group Experience 2005 - 2007
Job Restaurant Industry Analyst for Nomura
Industry Financial Services
Experience
Janney Montgomery Scott 2009 - 2015
Buckingham Research Group 2005 - 2007
Citigroup 1996 - 2005
Accenture/Andersen Consulting 1993 - 1994
Skills
Equity Research, Equity Valuation, Series 7, Equities, Restaurants, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Valuation, Investments, Asset Managment, Investment Banking, Alternative Investments, Securities, Investment Strategies, Fixed Income, Financial Analysis, Private Equity, Asset Allocation, Mutual Funds, Financial Services, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Michigan 1988 — 1992
BS, Mechanical Engineering
Fraser High School 1984 — 1988
Janney Montgomery Scott 2009 - 2015
Buckingham Research Group 2005 - 2007
Citigroup 1996 - 2005
Accenture/Andersen Consulting 1993 - 1994
Skills
Equity Research, Equity Valuation, Series 7, Equities, Restaurants, Financial Modeling, Bloomberg, Hedge Funds, Capital Markets, Valuation, Investments, Asset Managment, Investment Banking, Alternative Investments, Securities, Investment Strategies, Fixed Income, Financial Analysis, Private Equity, Asset Allocation, Mutual Funds, Financial Services, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Michigan 1988 — 1992
BS, Mechanical Engineering
Fraser High School 1984 — 1988
Nicolas Pakler's Buckingham Research Group Experience March 2007 - December 2014
Job Head of Business Development at wedu & Talient Action Group (TAG)
Industry Marketing and Advertising
Experience
wedu September 2015 - Present
Talient Action Group September 2015 - Present
Buckingham Research Group March 2007 - December 2014
Sagamore Executive Search 2006 - 2007
Management 360 2004 - 2006
Benderspink May 2003 - August 2003
Skills
Hedge Funds, Equities, Valuation, Bloomberg, Series 7, Investments, Financial Modeling, Capital Markets, Microsoft Excel
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Fox Chapel Area High School 1996 — 2000
wedu September 2015 - Present
Talient Action Group September 2015 - Present
Buckingham Research Group March 2007 - December 2014
Sagamore Executive Search 2006 - 2007
Management 360 2004 - 2006
Benderspink May 2003 - August 2003
Skills
Hedge Funds, Equities, Valuation, Bloomberg, Series 7, Investments, Financial Modeling, Capital Markets, Microsoft Excel
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Fox Chapel Area High School 1996 — 2000
John Zolidis John Zolidis's Buckingham Research Group Experience October 2001 - February 2014
Job Equity Analyst, Consumer Sector
Industry Capital Markets
Experience
Buckingham Capital Management, Inc. February 2014 - April 2015
Buckingham Research Group October 2001 - February 2014
Sidoti & Company, LLC 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Conversational French, Equity Research, Financial Analysis, Equity Valuation, Equities, Valuation, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Asset Management, Investment Banking, Corporate Finance, Retail, French
Education
Kenyon College 1991 — 1995
BA, Philosophy
Mansfield College, University of Oxford 1993 — 1994
Philosophy & German Literature
Janesville Craig High School
Diploma
Buckingham Capital Management, Inc. February 2014 - April 2015
Buckingham Research Group October 2001 - February 2014
Sidoti & Company, LLC 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Conversational French, Equity Research, Financial Analysis, Equity Valuation, Equities, Valuation, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Mutual Funds, Asset Management, Investment Banking, Corporate Finance, Retail, French
Education
Kenyon College 1991 — 1995
BA, Philosophy
Mansfield College, University of Oxford 1993 — 1994
Philosophy & German Literature
Janesville Craig High School
Diploma
Nathaniel Gabriel Nathaniel Gabriel's Buckingham Research Group Experience March 2008 - March 2008
Job Equity Analyst at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York December 2013 - Present
Argus Research September 2011 - November 2013
T3 Trading Group, LLC July 2010 - November 2011
Kenyon College August 2008 - July 2010
Ulland Investment Advisors January 2009 - March 2009
US Bank May 2008 - August 2008
Buckingham Research Group March 2008 - March 2008
GF Parish Group May 2007 - August 2007
Skills
Financial Analysis, Writing, Financial Modeling, Equities, Research, Equity Research, Economics, Securities, Valuation, Technical Analysis, Industry Analysis, Macroeconomics, Trading, Bloomberg, Portfolio Management, Investments, Asset Management, Finance, Japanese, Mutual Funds
Education
Kenyon College 2006 — 2010
Bachelor of Arts, Economics, Japanese, Cum Laude
上智大学 2009 — 2009
N/A, Economics
Safra National Bank of New York December 2013 - Present
Argus Research September 2011 - November 2013
T3 Trading Group, LLC July 2010 - November 2011
Kenyon College August 2008 - July 2010
Ulland Investment Advisors January 2009 - March 2009
US Bank May 2008 - August 2008
Buckingham Research Group March 2008 - March 2008
GF Parish Group May 2007 - August 2007
Skills
Financial Analysis, Writing, Financial Modeling, Equities, Research, Equity Research, Economics, Securities, Valuation, Technical Analysis, Industry Analysis, Macroeconomics, Trading, Bloomberg, Portfolio Management, Investments, Asset Management, Finance, Japanese, Mutual Funds
Education
Kenyon College 2006 — 2010
Bachelor of Arts, Economics, Japanese, Cum Laude
上智大学 2009 — 2009
N/A, Economics
Kristin Wetzel Kristin Wetzel's Buckingham Research Group Experience August 2012 - Present
Job Vice President, Institutional Equity Trading at The Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group August 2012 - Present
Nikko Asset Management July 2011 - August 2011
Wachtell, Lipton, Rosen & Katz June 2010 - August 2010
Skills
Series 55, Series 7, Series 63, Microsoft Excel, Microsoft Office, Bloomberg, Equities
Education
Lehigh University - College of Business and Economics 2007 — 2012
Bachelor of Science (B.S.), Finance, General
The American School in Japan 2005 — 2008
The Montclair Kimberley Academy 2003 — 2005
Buckingham Research Group August 2012 - Present
Nikko Asset Management July 2011 - August 2011
Wachtell, Lipton, Rosen & Katz June 2010 - August 2010
Skills
Series 55, Series 7, Series 63, Microsoft Excel, Microsoft Office, Bloomberg, Equities
Education
Lehigh University - College of Business and Economics 2007 — 2012
Bachelor of Science (B.S.), Finance, General
The American School in Japan 2005 — 2008
The Montclair Kimberley Academy 2003 — 2005
Brandon Heller Brandon Heller's Buckingham Research Group Experience June 2008 - Present
Job Institutional Sales at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group June 2008 - Present
Lazard Capital Markets August 2005 - August 2008
Lazard Capital Markets May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Forecasting, Investments, Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 2004 — 2008
Bachelor of Arts (BA), History
Buckingham Research Group June 2008 - Present
Lazard Capital Markets August 2005 - August 2008
Lazard Capital Markets May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Forecasting, Investments, Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 2004 — 2008
Bachelor of Arts (BA), History
Patrick O'Grady Patrick O'Grady's Buckingham Research Group Experience 2011 - 2014
Job Investment Analyst at Prentice Capital Management
Industry Financial Services
Experience
Prentice Capital Management 2015 - Present
Prentice Capital Management 2015 - Present
CLSA 2014 - 2015
Buckingham Research Group 2011 - 2014
Spruce Point Capital Management June 2009 - August 2009
Bessemer Trust 2004 - 2008
Skills
Valuation, Financial Modeling, Equities, Private Equity, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Investments, Equity Valuation, Corporate Finance, Portfolio Management, Series 7, Asset Managment, Investment Strategies, Alternative Investments, Financial Analysis, Emerging Markets, Series 63, Series 86, Series 87, Fund Of Funds, Investment Banking, Fixed Income
Education
London Business School 2010 — 2010
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2008 — 2010
MBA, Accounting, Corporate Finance
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Prentice Capital Management 2015 - Present
Prentice Capital Management 2015 - Present
CLSA 2014 - 2015
Buckingham Research Group 2011 - 2014
Spruce Point Capital Management June 2009 - August 2009
Bessemer Trust 2004 - 2008
Skills
Valuation, Financial Modeling, Equities, Private Equity, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Investments, Equity Valuation, Corporate Finance, Portfolio Management, Series 7, Asset Managment, Investment Strategies, Alternative Investments, Financial Analysis, Emerging Markets, Series 63, Series 86, Series 87, Fund Of Funds, Investment Banking, Fixed Income
Education
London Business School 2010 — 2010
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2008 — 2010
MBA, Accounting, Corporate Finance
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Lawson DeVries's Buckingham Research Group Experience 2004 - 2005
Job General Partner at Grotech Ventures
Industry Venture Capital & Private Equity
Experience
Grotech Ventures February 2005 - Present
Buckingham Research Group 2004 - 2005
Deutsche Bank August 2000 - 2004
Education
Harvard University 1997 — 2000
Duke University - The Fuqua School of Business
MBA
Grotech Ventures February 2005 - Present
Buckingham Research Group 2004 - 2005
Deutsche Bank August 2000 - 2004
Education
Harvard University 1997 — 2000
Duke University - The Fuqua School of Business
MBA
Teddy Fan's Buckingham Research Group Experience June 2007 - August 2007
Job Assistant Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
JPMorgan Chase January 2012 - March 2014
JPMorgan Chase July 2008 - December 2011
Buckingham Research Group June 2007 - August 2007
NYC Human Resources Administration May 2006 - August 2006
Education
Amherst College 2004 — 2008
Bachelor of Arts, Economics, Psychology
The Dalton School 2000 — 2004
High School Diploma
Prep for Prep 1995 — 2004
Credit Suisse April 2014 - Present
JPMorgan Chase January 2012 - March 2014
JPMorgan Chase July 2008 - December 2011
Buckingham Research Group June 2007 - August 2007
NYC Human Resources Administration May 2006 - August 2006
Education
Amherst College 2004 — 2008
Bachelor of Arts, Economics, Psychology
The Dalton School 2000 — 2004
High School Diploma
Prep for Prep 1995 — 2004
Henry H. Ngan, MBA, CPA's Buckingham Research Group Experience 2004 - 2008
Job Senior International Financial Executive (CFO & Investments) Open to New Opportunities
Industry Financial Services
Experience
HHN Capital LLC 2013 - Present
Nutrastar International, Inc. 2010 - Present
ZST Digital Networks, Inc. 2011 - 2013
Highpower International, Inc. 2009 - 2011
Buckingham Research Group 2004 - 2008
Robotti & Company 2002 - 2004
American Express TBS 1999 - 2001
Skills
Hedge Funds, Accounting, Private Equity, Corporate Finance, Capital Markets, Auditing, Investment Banking, Valuation, Investments, Equity Research, Portfolio Management, Finance, Equities, Financial Modeling, Financial Analysis, IPO, Equity Valuation, Securities, Bloomberg, Mergers, Series 7, Investment Strategies, Trading, Investor Relations, Asset Managment, Venture Capital, Emerging Markets, Private Placements, Due Diligence, Financial Markets, Restructuring, Forecasting, Asset Management, Financial Structuring, Strategic Financial..., Structured Finance, Managerial Finance, Fixed Income, Mutual Funds, Financial Services, Business Valuation, Wealth Management, M&A experience, Mergers & Acquisitions, Strategy, Management, Start-ups, Leadership, Strategic Planning, Investment Management
Education
Columbia University - Columbia Business School
Value Investing – Investment Management & Security Analysis
Fordham Gabelli School of Business
MBA, Finance & Information Systems
State University of New York at Albany
BS, Major: Accounting Minors: Chinese & Business Administration
HHN Capital LLC 2013 - Present
Nutrastar International, Inc. 2010 - Present
ZST Digital Networks, Inc. 2011 - 2013
Highpower International, Inc. 2009 - 2011
Buckingham Research Group 2004 - 2008
Robotti & Company 2002 - 2004
American Express TBS 1999 - 2001
Skills
Hedge Funds, Accounting, Private Equity, Corporate Finance, Capital Markets, Auditing, Investment Banking, Valuation, Investments, Equity Research, Portfolio Management, Finance, Equities, Financial Modeling, Financial Analysis, IPO, Equity Valuation, Securities, Bloomberg, Mergers, Series 7, Investment Strategies, Trading, Investor Relations, Asset Managment, Venture Capital, Emerging Markets, Private Placements, Due Diligence, Financial Markets, Restructuring, Forecasting, Asset Management, Financial Structuring, Strategic Financial..., Structured Finance, Managerial Finance, Fixed Income, Mutual Funds, Financial Services, Business Valuation, Wealth Management, M&A experience, Mergers & Acquisitions, Strategy, Management, Start-ups, Leadership, Strategic Planning, Investment Management
Education
Columbia University - Columbia Business School
Value Investing – Investment Management & Security Analysis
Fordham Gabelli School of Business
MBA, Finance & Information Systems
State University of New York at Albany
BS, Major: Accounting Minors: Chinese & Business Administration
Shawn Sugrim's Buckingham Research Group Experience October 2005 - May 2008
Job Server Engineer / Admin at Wolverine Trading
Industry Financial Services
Experience
Wolverine Trading April 2009 - Present
Longacre Fund Management September 2008 - March 2009
The Blackstone Group June 2008 - September 2008
Buckingham Research Group October 2005 - May 2008
Skills
Active Directory, Trading Systems, Disaster Recovery, Data Center, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Wolverine Trading April 2009 - Present
Longacre Fund Management September 2008 - March 2009
The Blackstone Group June 2008 - September 2008
Buckingham Research Group October 2005 - May 2008
Skills
Active Directory, Trading Systems, Disaster Recovery, Data Center, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Francis McCartan's Buckingham Research Group Experience vice presidentBuckingham2005 - 2007
Job Vice President at Buckingham Research Group
Industry Capital Markets
Experience
Buckingham Research Group vice presidentBuckingham2005 - 2007
Advest September 2002 - May 2005
Education
Fordham University 1996 — 2000
Buckingham Research Group vice presidentBuckingham2005 - 2007
Advest September 2002 - May 2005
Education
Fordham University 1996 — 2000
Gina Sockolow's Buckingham Research Group Experience 2000 - 2006
Job Financial consultant, equity analyst, accountant
Industry Financial Services
Experience
Consultant May 2009 - Present
Colonial Fund January 2007 - April 2008
Buckingham Research Group 2000 - 2006
Skills
Start-ups, Equities, Finance, Equity Research, Valuation, Bloomberg, Accounting, Series 7, Financial Modeling, Hedge Funds, Portfolio Management, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration, Accounting and Finance
City University of New York-Baruch College
Master of Science, Accounting
Consultant May 2009 - Present
Colonial Fund January 2007 - April 2008
Buckingham Research Group 2000 - 2006
Skills
Start-ups, Equities, Finance, Equity Research, Valuation, Bloomberg, Accounting, Series 7, Financial Modeling, Hedge Funds, Portfolio Management, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration, Accounting and Finance
City University of New York-Baruch College
Master of Science, Accounting
Matthew Bradshaw's Buckingham Research Group Experience March 2005 - April 2007
Job Managing Partner
Industry Investment Management
Experience
Durational Capital Partners September 2013 - Present
Millennium Partners December 2008 - August 2013
Sigma Chi Foundation Board 2010 - 2012
Mark Asset Mgmt April 2007 - December 2008
Buckingham Research Group March 2005 - April 2007
Citi March 2003 - January 2005
Skills
Portfolio Management, Equities, Hedge Funds, Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Asset Management, Private Equity, Equity Research, Alternative Investments
Education
University of Florida - Warrington College of Business Administration 1994 — 1999
BSBA, Finance
Durational Capital Partners September 2013 - Present
Millennium Partners December 2008 - August 2013
Sigma Chi Foundation Board 2010 - 2012
Mark Asset Mgmt April 2007 - December 2008
Buckingham Research Group March 2005 - April 2007
Citi March 2003 - January 2005
Skills
Portfolio Management, Equities, Hedge Funds, Valuation, Financial Modeling, Investments, Bloomberg, Capital Markets, Asset Management, Private Equity, Equity Research, Alternative Investments
Education
University of Florida - Warrington College of Business Administration 1994 — 1999
BSBA, Finance
Reuben Dvoretsky, CFA's Buckingham Research Group Experience October 2010 - November 2012
Job Senior Manager, Financial & Customer Solutions at Ports America
Industry Financial Services
Experience
Ports America November 2012 - Present
Buckingham Research Group October 2010 - November 2012
Huron Consulting Group August 2007 - September 2010
Owens Corning May 2006 - August 2006
Skills
Financial Modeling, Valuation, Business Valuation, Equities, Investments, Data Analysis, Financial Analysis, Economics, Mergers, Due Diligence, Accounting, Bloomberg, Financial Reporting, Forecasting, Equity Research, Mergers & Acquisitions, Finance, Analysis, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Accounting, Corporate Strategy
Ports America November 2012 - Present
Buckingham Research Group October 2010 - November 2012
Huron Consulting Group August 2007 - September 2010
Owens Corning May 2006 - August 2006
Skills
Financial Modeling, Valuation, Business Valuation, Equities, Investments, Data Analysis, Financial Analysis, Economics, Mergers, Due Diligence, Accounting, Bloomberg, Financial Reporting, Forecasting, Equity Research, Mergers & Acquisitions, Finance, Analysis, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Accounting, Corporate Strategy
Miguel A. Sanchez's Buckingham Research Group Experience 2002 - 2002
Job Investment Professional, Entrepreneur
Industry Venture Capital & Private Equity
Experience
VIXXENN November 2014 - Present
JPMorgan Chase 2011 - 2014
New York State Office of the Comptroller - Common Retirement Fund 2009 - 2009
Credit Suisse 2005 - 2008
Buckingham Research Group 2002 - 2002
Prep for Prep 2001 - 2001
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Private Equity, Capital Markets, Equities, Emerging Markets, Corporate Finance, Due Diligence, Hedge Funds, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Mergers & Acquisitions, Strategy, Finance, Venture Capital
Education
Harvard Business School 2008 — 2011
MBA
Harvard University 2001 — 2005
AB, Government
VIXXENN November 2014 - Present
JPMorgan Chase 2011 - 2014
New York State Office of the Comptroller - Common Retirement Fund 2009 - 2009
Credit Suisse 2005 - 2008
Buckingham Research Group 2002 - 2002
Prep for Prep 2001 - 2001
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Private Equity, Capital Markets, Equities, Emerging Markets, Corporate Finance, Due Diligence, Hedge Funds, Financial Analysis, Equity Research, Fixed Income, Bloomberg, Mergers & Acquisitions, Strategy, Finance, Venture Capital
Education
Harvard Business School 2008 — 2011
MBA
Harvard University 2001 — 2005
AB, Government
Nilsa Vazquez's Buckingham Research Group Experience April 2010 - Present
Job Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group April 2010 - Present
Skills
Equities, Electronic Trading, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Research, Securities, FINRA, Financial Markets, Equity Trading, Capital Markets, Investments, Trading Systems, Emerging Markets, ETFs, Investment Strategies, Fixed Income
Education
Fordham University
Buckingham Research Group April 2010 - Present
Skills
Equities, Electronic Trading, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Research, Securities, FINRA, Financial Markets, Equity Trading, Capital Markets, Investments, Trading Systems, Emerging Markets, ETFs, Investment Strategies, Fixed Income
Education
Fordham University
Peter Rubicam, CFA's Buckingham Research Group Experience 1998 - 1999
Job Professor at Montana State University
Industry Financial Services
Experience
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Montana State University August 2010 - Present
McDonald Investments 1999 - 2002
Buckingham Research Group 1998 - 1999
Credit Suisse First Boston 1997 - 1998
Dean Witter 1991 - 1997
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MBA, Finance
Union College 1975 — 1980
BS, Electrical Engineering
Vinny Dolan's Buckingham Research Group Experience December 1997 - June 2000
Job President, CEO of The Locker Dog Co., Inc.
Industry Retail
Experience
The Locker Dog Co., Inc. June 2000 - Present
Buckingham Research Group December 1997 - June 2000
Dillon Read & Co. July 1989 - March 1996
Skills
Start-ups, Team Building, Sales, Business Strategy, New Business Development, Golf, Strategic Planning, Mergers & Acquisitions, Sales Process, Coaching, Strategic Partnerships
Education
College of the Holy Cross 1958 — 1962
BS, Economics
The Locker Dog Co., Inc. June 2000 - Present
Buckingham Research Group December 1997 - June 2000
Dillon Read & Co. July 1989 - March 1996
Skills
Start-ups, Team Building, Sales, Business Strategy, New Business Development, Golf, Strategic Planning, Mergers & Acquisitions, Sales Process, Coaching, Strategic Partnerships
Education
College of the Holy Cross 1958 — 1962
BS, Economics
Eric Sendrow's Buckingham Research Group Experience October 2005 - February 2007
Job Vice President; Equity Research Associate Analyst Hardline & Automotive Retail at ITG Investment Research
Industry Financial Services
Experience
ITG Investment Research July 2008 - Present
Majestic Research (now ITG Investment Research) July 2008 - October 2010
Cathay Financial February 2007 - October 2007
Buckingham Research Group October 2005 - February 2007
Prudential Equity Group June 2002 - September 2005
Autodata Corp. January 2000 - January 2001
Skills
Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Bucknell University 1996 — 1999
BS, Business Management & Economics double major
ITG Investment Research July 2008 - Present
Majestic Research (now ITG Investment Research) July 2008 - October 2010
Cathay Financial February 2007 - October 2007
Buckingham Research Group October 2005 - February 2007
Prudential Equity Group June 2002 - September 2005
Autodata Corp. January 2000 - January 2001
Skills
Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Bucknell University 1996 — 1999
BS, Business Management & Economics double major
Bill Gault's Buckingham Research Group Experience
Job Director, Institutional Equity Sales & Trading
Industry Financial Services
Experience
Buckingham Research Group
Education
Penn State University
Buckingham Research Group
Education
Penn State University
Barbara Wyckoff's Buckingham Research Group Experience 1999 - 2009
Job Managing Director at CLSA Americas LLC
Industry Financial Services
Experience
CLSA Americas LLC January 2011 - Present
Li & Fung June 2009 - December 2010
Jesup & Lamont September 2009 - June 2010
Buckingham Research Group 1999 - 2009
Diane von Furstenberg 1996 - 1999
Liz Claiborne 1993 - 1996
Macy's 1985 - 1992
Saks Fifth Avenue 1979 - 1985
Skills
Merchandising, Equities, Apparel, Stores, Retail Industry, Trend Analysis, Luxury Goods, Private Equity, Fashion, Competitive Analysis, FINRA, Luxury, Sales, Equity Research, Financial Analysis, Strategy, Venture Capital, Finance, Retail
Education
Northern Arizona University 1971 — 1972
MBA, marketing, management
Arizona State University 1968 — 1970
BS in Advertising, marketing, management
University of Maryland Munich 1966 — 1968
none 2 years, liberal arts
University of Maryland Munich 1966 — 1968
none 2 years, liberal arts
CLSA Americas LLC January 2011 - Present
Li & Fung June 2009 - December 2010
Jesup & Lamont September 2009 - June 2010
Buckingham Research Group 1999 - 2009
Diane von Furstenberg 1996 - 1999
Liz Claiborne 1993 - 1996
Macy's 1985 - 1992
Saks Fifth Avenue 1979 - 1985
Skills
Merchandising, Equities, Apparel, Stores, Retail Industry, Trend Analysis, Luxury Goods, Private Equity, Fashion, Competitive Analysis, FINRA, Luxury, Sales, Equity Research, Financial Analysis, Strategy, Venture Capital, Finance, Retail
Education
Northern Arizona University 1971 — 1972
MBA, marketing, management
Arizona State University 1968 — 1970
BS in Advertising, marketing, management
University of Maryland Munich 1966 — 1968
none 2 years, liberal arts
University of Maryland Munich 1966 — 1968
none 2 years, liberal arts
Richard Scheiner's Buckingham Research Group Experience 1995 - 2007
Job Member of the Board at Hebrew Union College Jewish Institute of Religion
Industry Financial Services
Experience
Asperger Syndrome Training & Employment Partnership 2012 - Present
Hebrew Union College - Jewish Institute of Religion 2010 - Present
Lane Gate Partners 2007 - Present
Buckingham Research Group 1995 - 2007
Skills
Hedge Funds, Equities, Capital Markets, Investment Banking, Series 7, Investments, Asset Management, Equity Research, Portfolio Management, Investment Management, Bloomberg, Valuation, Investment Strategies, Alternative Investments, Securities, Trading, Series 63, Private Equity, Financial Markets
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Graduate Faculty of Political and Social Science, The New School for Social Research 1975 — 1978
Master of Arts (M.A.), Clinical and Social Psychology
Vassar College 1971 — 1975
A.B., Psychology
Asperger Syndrome Training & Employment Partnership 2012 - Present
Hebrew Union College - Jewish Institute of Religion 2010 - Present
Lane Gate Partners 2007 - Present
Buckingham Research Group 1995 - 2007
Skills
Hedge Funds, Equities, Capital Markets, Investment Banking, Series 7, Investments, Asset Management, Equity Research, Portfolio Management, Investment Management, Bloomberg, Valuation, Investment Strategies, Alternative Investments, Securities, Trading, Series 63, Private Equity, Financial Markets
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Graduate Faculty of Political and Social Science, The New School for Social Research 1975 — 1978
Master of Arts (M.A.), Clinical and Social Psychology
Vassar College 1971 — 1975
A.B., Psychology
Alanna Crank's Buckingham Research Group Experience October 2012 - December 2014
Job Vice President at Buckingham Research Group
Industry Banking
Experience
The Buckingham Research Group December 2014 - Present
Buckingham Research Group October 2012 - December 2014
Barclays Capital July 2010 - October 2012
Financial Federal Corporation June 2009 - July 2010
Skills
Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Equities, Financial Modeling, PowerPoint, Bloomberg, Research, Marketing, Equity Research, Series 7, Analysis, Financial Reporting, Microsoft Word, Outlook
Education
Dickinson College 2005 — 2009
Bachelor of Arts, International Business and Management; French and Francophone Studies
The Buckingham Research Group December 2014 - Present
Buckingham Research Group October 2012 - December 2014
Barclays Capital July 2010 - October 2012
Financial Federal Corporation June 2009 - July 2010
Skills
Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Equities, Financial Modeling, PowerPoint, Bloomberg, Research, Marketing, Equity Research, Series 7, Analysis, Financial Reporting, Microsoft Word, Outlook
Education
Dickinson College 2005 — 2009
Bachelor of Arts, International Business and Management; French and Francophone Studies
Richard Safran's Buckingham Research Group Experience 2009 - Present
Job Director & Partner, Equity Research at the Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group 2009 - Present
Skills
Capital Markets, Financial Modeling, Equities, Series 7, Equity Research, Hedge Funds
Education
Columbia University 2000 — 2002
MBA, Executive MBA program
University at Buffalo 1983 — 1987
Bachelor of Science (BS), Aerospace Engineering
Buckingham Research Group 2009 - Present
Skills
Capital Markets, Financial Modeling, Equities, Series 7, Equity Research, Hedge Funds
Education
Columbia University 2000 — 2002
MBA, Executive MBA program
University at Buffalo 1983 — 1987
Bachelor of Science (BS), Aerospace Engineering
Helane Becker's Buckingham Research Group Experience January 1998 - May 2003
Job Managing Director, Cowen
Industry Financial Services
Experience
Cowen March 2013 - Present
Dahlman Rose & Company July 2010 - March 2013
Jesup & Lamont November 2008 - June 2010
Citi January 2007 - July 2008
The Benchmark Company May 2003 - January 2007
Buckingham Research Group January 1998 - May 2003
Smith Barney December 1994 - November 1997
Lehman Brothers July 1987 - July 1994
Drexel Burnham Lambert 1985 - 1987
Skills
Strategic Planning, Airlines, Air Freight, Aircraft Leasing, Equities, Valuation, Financial Modeling, Trading, Portfolio Management, Equity Research, Mergers, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Investments, Venture Capital, Restructuring, Bloomberg, Fixed Income, Leveraged Finance, Finance, Securities, Mergers & Acquisitions, Hedge Funds, Due Diligence, Equity Valuation, Structured Finance, Emerging Markets, Series 7, Financial Services, Financial Markets, Alternative Investments, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Montclair State University 1975 — 1979
BA, Speech & Theater, Marketing
Cowen March 2013 - Present
Dahlman Rose & Company July 2010 - March 2013
Jesup & Lamont November 2008 - June 2010
Citi January 2007 - July 2008
The Benchmark Company May 2003 - January 2007
Buckingham Research Group January 1998 - May 2003
Smith Barney December 1994 - November 1997
Lehman Brothers July 1987 - July 1994
Drexel Burnham Lambert 1985 - 1987
Skills
Strategic Planning, Airlines, Air Freight, Aircraft Leasing, Equities, Valuation, Financial Modeling, Trading, Portfolio Management, Equity Research, Mergers, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Investments, Venture Capital, Restructuring, Bloomberg, Fixed Income, Leveraged Finance, Finance, Securities, Mergers & Acquisitions, Hedge Funds, Due Diligence, Equity Valuation, Structured Finance, Emerging Markets, Series 7, Financial Services, Financial Markets, Alternative Investments, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Montclair State University 1975 — 1979
BA, Speech & Theater, Marketing
James Hlavacek's Buckingham Research Group Experience June 2008 - June 2012
Job Analyst & Research Professional
Industry Financial Services
Experience
Cognizant Technology Solutions August 2014 - Present
Boston University School of Management August 2012 - May 2014
Staples May 2013 - August 2013
Buckingham Research Group June 2008 - June 2012
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
Colgate University 2003 — 2007
BA, Political Science, Economics
Cognizant Technology Solutions August 2014 - Present
Boston University School of Management August 2012 - May 2014
Staples May 2013 - August 2013
Buckingham Research Group June 2008 - June 2012
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
Colgate University 2003 — 2007
BA, Political Science, Economics
Katherine Heng's Buckingham Research Group Experience August 2012 - Present
Job Associate Analyst at Buckingham Research Group
Industry
Experience
Buckingham Research Group August 2012 - Present
Argus Research 2011 - 2012
Neuberger Berman 2007 - 2011
Morgan Stanley 2005 - 2007
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg, Factset, Valuation, Corporate Finance, Investments, Fixed Income, Capital Markets, Financial Analysis, Hedge Funds, Equities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Stony Brook University 2001 — 2005
Bachelor, Business Management
Buckingham Research Group August 2012 - Present
Argus Research 2011 - 2012
Neuberger Berman 2007 - 2011
Morgan Stanley 2005 - 2007
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg, Factset, Valuation, Corporate Finance, Investments, Fixed Income, Capital Markets, Financial Analysis, Hedge Funds, Equities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Stony Brook University 2001 — 2005
Bachelor, Business Management
Ken Kiarash's Buckingham Research Group Experience August 1999 - April 2006
Job Principal Simian Research
Industry Financial Services
Experience
Simian Research January 2010 - Present
dailyFIRSTPAGES September 2013 - July 2015
Buckingham Research Group August 1999 - April 2006
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Simian Research January 2010 - Present
dailyFIRSTPAGES September 2013 - July 2015
Buckingham Research Group August 1999 - April 2006
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Neil Stratton, CFA's Buckingham Research Group Experience August 2007 - March 2010
Job Investor Relations at Nasdaq
Industry Financial Services
Experience
Nasdaq June 2015 - Present
Citi January 2015 - May 2015
Citi March 2010 - December 2014
Buckingham Research Group August 2007 - March 2010
DKR Capital March 2004 - June 2007
Goldman Sachs July 2001 - February 2004
Skills
Financial Modeling
Education
Boston College 1997 — 2001
BS, Finance
Nasdaq June 2015 - Present
Citi January 2015 - May 2015
Citi March 2010 - December 2014
Buckingham Research Group August 2007 - March 2010
DKR Capital March 2004 - June 2007
Goldman Sachs July 2001 - February 2004
Skills
Financial Modeling
Education
Boston College 1997 — 2001
BS, Finance
Sam Burwell, CFA's Buckingham Research Group Experience June 2012 - July 2013
Job Vice President at Canaccord Genuity Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. July 2015 - Present
Canaccord Genuity Inc. July 2013 - July 2015
Buckingham Research Group June 2012 - July 2013
Delaware Investments, a member of the Macquarie Group May 2011 - November 2011
Skills
Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Financial Analysis
Education
Colgate University 2007 — 2011
BA, Economics
Canaccord Genuity Inc. July 2015 - Present
Canaccord Genuity Inc. July 2013 - July 2015
Buckingham Research Group June 2012 - July 2013
Delaware Investments, a member of the Macquarie Group May 2011 - November 2011
Skills
Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Capital Markets, Investments, Financial Analysis
Education
Colgate University 2007 — 2011
BA, Economics
Scott Park's Buckingham Research Group Experience October 2012 - Present
Job Equity Research Associate at Buckingham Research Group
Industry Financial Services
Experience
Buckingham Research Group October 2012 - Present
Morgan Stanley July 2012 - October 2012
Rodman & Renshaw July 2011 - September 2011
Merrill Lynch March 2011 - June 2011
IBM June 2010 - September 2010
Riveria Investment Group March 2010 - June 2010
Skills
Bloomberg, Series 7, Series 63, Series 86, PowerPoint, Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (BA), Economics
Buckingham Research Group October 2012 - Present
Morgan Stanley July 2012 - October 2012
Rodman & Renshaw July 2011 - September 2011
Merrill Lynch March 2011 - June 2011
IBM June 2010 - September 2010
Riveria Investment Group March 2010 - June 2010
Skills
Bloomberg, Series 7, Series 63, Series 86, PowerPoint, Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY