Cambridge Associates
Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Assets under management: 30 billion USD Founded: 1973 CEO: David Druley President: Philip Walton Number of employees: 1,300 Founders: Hunter Lewis, James Bailey
Cambridge Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cambridge Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cambridge Associates Employees
Cambridge Associates March 2014 - Present
Walgreens September 2010 - March 2014
Skills
Inventory Management, Team Leadership, Merchandising, Pharmacy Benefit..., Retail, Pharmacy, Medicare Part D, Customer Service, Software Documentation, Business Analysis, Visio, Healthcare, Cross-functional Team..., Process Improvement, Analysis, Pharmaceutical Industry
Education
University of Illinois at Chicago 2008 — 2010
Bachelor's degree, Finance
Dekalb high school
Academy of American Poets June 2012 - Present
Howard Hughes Medical Institute November 2010 - Present
James Martin Foundation September 2009 - Present
Oxford University March 2009 - Present
Cambridge Associates January 2009 - Present
Cambridge Associates February 1989 - December 2009
Skills
Endowment Fund..., Investment market..., Investment Planning, Writing, Speaking on Investment..., Market Analysis, Endowments, Public Speaking, Asset Managment, Investments, Asset Management, Strategic Planning, Hedge Funds, Valuation, Investment Advisory, Asset Allocation, Capital Markets, Equities, Due Diligence, Venture Capital, Finance, Risk Management, Portfolio Management, Pension Funds, Emerging Markets, Investment Management, Alternative Investments
Education
University of Virginia 1975 — 1977
Doctor of Philosophy (Ph.D.), English Language and Literature/Letters
Oxford University 1966 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters
Grant Thornton LLP January 2013 - Present
Deloitte Consulting May 2010 - January 2013
Cambridge Associates September 2009 - May 2010
Ferris, Baker Watts, Inc May 2008 - August 2008
Skills
Financial Modeling, Program Management, Financial Analysis, Microsoft Office, Requirements Analysis, Strategic Planning, Healthcare Information..., Resource Management, Investment Strategies, Tableau
Education
Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of Miami 2005 — 2009
BBA, Finance and Marketing
The Clorox Company October 2014 - Present
The Clorox Company September 2013 - October 2014
ConAgra Foods June 2012 - August 2012
Daisy Brand March 2012 - April 2012
Cambridge Associates September 2006 - July 2011
Skills
Cross-functional Team..., Business Strategy, Marketing Strategy, Market Research, Innovation, Consumer Insights, Analysis, Leadership, Marketing, Social Media, Shopper Marketing, Fine Art, Strategy, Digital Art, Shopper Insights, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Marketing
Wake Forest University 2002 — 2006
BS, Business
Wealth Management Systems Inc. June 2014 - Present
Forbes Editorial Services January 1990 - Present
Cambridge Associates February 2014 - April 2014
nSight, Inc. February 2010 - February 2014
Mullen April 2011 - March 2013
ALSAC/St. Jude Children's Research Hospital April 2005 - 2010
Mercer Outsourcing, Norwood, MA January 2005 - April 2009
Putnam Investments, Norwood, MA February 2003 - January 2005
Putnam Investments January 2002 - February 2003
DMW Worldwide January 1992 - December 2000
Skills
Copy Editing, Proofreading, Editing, AP Style, Publications, Copywriting, Editorial, Direct Mail, Layout, Fundraising, Writing, Newsletters, Content Management, Marketing Materials, Web Content, Corporate Communications, Marketing Communications, Internal Communications, Brochures, Non-profits, Proposal Writing, SEO, Freelance Writing, Journalism, Publishing, Marketing, Blogging, Feature Articles, Technical Writing, Social Media, Research, Nonprofits, Advertising, Management, Content Development
Education
University of Massachusetts Boston 1971 — 1975
BA, English, Art
Pine River Capital Management April 2012 - Present
Cambridge Associates March 2008 - March 2012
Capitol Financial Partners April 2007 - February 2008
Skills
Investments, Hedge Funds, Investor Relations, Due Diligence, Alternative Investments, Equity Research, Strategic Financial..., Financial Markets, Wealth Management, Risk Management, Financial Advisory, Financial Services, Finance
Education
University of Maryland College Park 2001 — 2005
B.A., International Relations
Global X Management Company April 2015 - Present
ProShare Advisors LLC September 2011 - April 2015
Cambridge Associates August 2011 - September 2011
Cambridge Associates March 2010 - August 2011
Partnership Wealth Management, LLC May 2008 - August 2008
Skills
Portfolio Management, Alternative Investments, ETFs, Bloomberg, Yieldbook, Fixed Income, High Yield Bonds, CDX, Portfolio Optimization, Asset Management, Asset Allocation, Equities, Mutual Funds, Hedge Funds, Derivatives, Portfolio Operations, Hedging
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelors, Finance
Natixis Global Asset Management February 2015 - Present
Natixis Global Asset Management June 2012 - January 2015
Natixis Global Asset Management June 2010 - May 2012
Cambridge Associates June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Wachovia Securities June 2006 - May 2007
Skills
Alternative Investments, Series 7, Mutual Funds, Bloomberg, Investments, Asset Allocation, Equities, Asset Managment, Financial Modeling, Portfolio Management, ETFs, Fixed Income, Hedge Funds, Financial Analysis, Securities, Investment Strategies, Equity Research, Wealth Management, Capital Markets, Series 63, Chartered Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
BS Business Administration, Finance, Economics
Richmond, the American International University 2007 — 2007
Merrimack Valley High School 2000 — 2004
Northwestern Mutual June 2015 - Present
JPMorgan Chase June 2014 - August 2014
ICICI Bank March 2014 - April 2014
Sunrise Senior Living November 2011 - July 2013
Sunrise Senior Living March 2009 - November 2011
Sunrise Senior Living September 2007 - March 2009
Cambridge Associates September 2006 - June 2007
Cambridge Associates June 2005 - September 2006
Skills
Financial Modeling, Financial Analysis, Asset Management, Forecasting, Budgets, Due Diligence, Mergers & Acquisitions, Strategic Planning, Vacant Land Sales, Real Estate Transactions, Financial Reporting, Finance, Corporate Finance, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Emphases in Finance and Real Estate
University of Virginia 2001 — 2005
BA, Foreign Affairs, East Asian Studies
Cambridge Associates August 2015 - Present
IDG Enterprise August 2012 - August 2015
Fidelity Investments January 2005 - October 2012
Health Dialog June 2004 - December 2004
Ignition Technologies, LLC 2001 - 2002
Skills
JavaScript, Java, HTML5, HTML + CSS, iBatis, Maven, Subversion, jQuery, JSON, Perl, HTML 5, PHP, Agile Methodologies, SQL, Python, Git, Web Services, XML, Software Development, Unix, Web Applications
Education
University of Massachusetts Lowell 1997 — 2001
Computer Science / Mathematics
Cambridge Associates April 2015 - Present
Cambridge Associates July 2014 - Present
Cambridge Associates August 2013 - July 2014
ConneXion360 December 2012 - August 2013
Harding Loevner Management May 2011 - August 2011
Skills
Salesforce.com
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science, Finance
University of Delaware
Cambridge Associates July 2015 - Present
Cambridge Associates April 2015 - June 2015
Cambridge Associates April 2014 - March 2015
Cambridge Associates July 2013 - March 2014
Cambridge Associates September 2012 - June 2013
Carnegie Mellon University May 2012 - August 2012
Carnegie Mellon University August 2011 - May 2012
Symphony Bros. May 2011 - August 2011
Carnegie Mellon University August 2010 - May 2011
Envision Peace Museum June 2009 - July 2010
Education
Carnegie Mellon University, College of Fine Arts 2010 — 2012
Master of Music
University of Pennsylvania 2005 — 2009
B.A.
German-Swiss International School, Hong Kong 1996 — 2005
Abitur
BlackRock September 2012 - Present
BlackRock July 2005 - September 2012
Cambridge Associates March 2004 - June 2005
Smith Barney May 2002 - December 2003
Skills
Finance, Series 7, Financial Services, Financial Markets, Relationship Management, Management, Series 63, Marketing, Client Services, Business Strategy, Sales, Leadership, Team Management, RFP, Expense Management, Recruiting, Analytical Skills, Time Management, Asset Management, Equities, Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Financial Instruments & Markets, Corporate Finance
University of Maryland College Park 1999 — 2003
BS, Finance
Cambridge Associates August 2014 - Present
NTELX August 2013 - July 2014
BAE Systems July 2008 - August 2013
BAE Systems May 2006 - July 2008
The Whiting-Turner Contracting Company October 2005 - May 2006
Skills
PMP, ITIL, Systems Engineering, Cross-functional Team..., Project Management, Government Contracting, Defense, Information Assurance, Integration, Proposal Writing, Aerospace, Analysis, Program Management, Security Clearance
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Oxford - Said Business School 2011 — 2011
Executive Education, Custom Programme
Virginia Tech 2000 — 2005
Bachelor of Science (B.S.), Industrial and Systems Engineering
Cambridge Associates August 2013 - Present
Petra Solar (Petra Systems) May 2012 - January 2013
UBS June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Matlab, HTML, Auditing, PowerPoint, Access, Research, Outlook, Analysis, Financial Modeling, Accounting, Bloomberg
Education
University of Delaware 2009 — 2013
Bachelor of Science (B.S.), Finance
Oppenhiemer & Co. June 2014 - August 2014
Cambridge Associates October 2012 - July 2013
Cambridge Associates April 2012 - September 2012
Cambridge Associates June 2009 - March 2012
Cambridge Associates January 2009 - June 2009
Cambridge Associates January 2008 - December 2008
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelors of Science, Finance, General
Gogo July 2014 - Present
Fairway Talent July 2013 - June 2015
Cambridge Associates April 2012 - July 2013
Commonwealth of Massachusetts June 2010 - April 2012
UMass Boston April 2006 - September 2009
Skills
ADP Payroll, ADP ReportSmith, Lawson HRIS, Ceridian Payroll System, PeopleSoft, Microsoft Office, Chinese, Mandarin, Word Processing, Financial Reporting, Payroll, Microsoft Excel, Employee Benefits, Finance, Accounts Payable, Accounting, Account Reconciliation, Accounts Receivable, Training
Education
UMass Boston 2004 — 2009
Bachelor's degree, Accounting
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
Cambridge Associates June 2011 - June 2012
Cambridge Associates December 2009 - June 2011
Cambridge Associates September 2009 - December 2009
Cambridge Associates June 2008 - September 2009
Skills
Project Management, Mentoring, Presentations, Communication, Strategic Planning, Business Strategy, Investment Strategies, Investment Management, Chartered Financial..., Data Analysis, Valuation, Securities, Investment Performance, Asset Allocation, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Maryland College Park 2004 — 2008
BS, Finance
CNNMoney.com March 2014 - Present
Wilson College June 2012 - May 2015
Guardian News & Media January 2013 - March 2014
The Patriot-News January 2009 - December 2012
Harrisburg School District SAT Prep Program 2009 - 2012
Cambridge Associates 2006 - 2008
Wellesley College 2004 - 2007
Skills
Non-profits, Research, Online Research, Presentations, Content Strategy, Knowledge Sharing, Social Media, Blogging, Editing, Press Releases, Copy Editing, Media Relations, Social Media Marketing, Public Relations, AP Style, Facebook, Nonprofits, Strategic Communications, Newsletters, Newspapers, Copywriting, News Writing, Feature Articles, Web Content, Storytelling, Publishing, Economics, Finance
Education
University of Oxford - Said Business School 2005 — 2006
MSc, Financial Economics
University of Oxford 2004 — 2005
MSt, Medieval English Literature
Wellesley College 2000 — 2004
BA, Economics, English
Signature - An Independent Family Office September 2015 - Present
Cambridge Associates February 2014 - March 2015
Cambridge Associates October 2007 - February 2014
The Capital Fund May 1995 - March 2007
Teton Partners January 1993 - May 1995
Putnam Investments March 1992 - January 1993
Citibank N.A. January 1985 - February 1992
Huntington National Bank June 1983 - December 1984
Skills
Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Global Macro, Alternative Investments, Asset Allocation, Valuation, Equities, Equity Research, Investment Advisory, Asset Management, Investment Strategies, Capital Markets, Due Diligence, Bloomberg, Investment Management, Financial Analysis, Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Bachelor of Science, Finance
Sterling Capital Management November 2004 - Present
Sterling Capital Management October 2003 - November 2004
Cambridge Associates June 2000 - September 2001
Skills
Asset Allocation, Investment Management, Investment Strategies, Risk Management, Quantitative Analytics, Bloomberg, Pensions, Fixed Income, Equities, Alternative Investments
Education
UNC Chapel Hill 1996 — 2000
Bachelor's degree, Economics
Cambridge Associates November 2012 - Present
Skills
Outlook, Microsoft Office, PowerPoint, Research, Customer Service, Microsoft Word, Microsoft Excel, English, Windows, Data Analysis, Teamwork, Analysis, Time Management, Teaching, HTML, Public Speaking, Editing, IT Operations, ITIL
Education
University of New Hampshire 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government, History
University of Vermont 2006 — 2007
Salem High School
Cambridge Associates January 2013 - Present
Cambridge Associates July 2014 - July 2015
Lasallian Volunteers February 2011 - January 2013
Farm of the Child October 2008 - December 2010
GE Aviation May 2007 - August 2007
Skills
Spanish, Non-profits, Volunteer Management, Microsoft Excel, Portfolio Management, Investments, Asset Allocation
Education
University of Notre Dame 2004 — 2008
B.B.A., Finance, Peace Studies
Arthur J. Gallagher & Co. December 2012 - Present
Octagon Financial Services March 2007 - December 2012
Cambridge Associates January 2004 - March 2007
Education
George Mason University - School of Management
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park
BS, Finance and Marketing
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton August 2013 - January 2015
Venmo August 2012 - January 2013
Cambridge Associates June 2012 - August 2012
InternMatch January 2012 - June 2012
Revolabs May 2010 - August 2010
Skills
Java, CSS, Matlab, HTML, Microsoft Office, C++, Solidworks
Education
University of Pennsylvania 2009 — 2013
BSE, Systems Engineering Systems; Financial Engineering
Framingham High School 2005 — 2009
High School Diploma
Cambridge Associates June 2006 - Present
Kobren Insight Management 2004 - 2006
Bisys Hedge Fund Services (Formerly Hemisphere) December 2001 - March 2004
Investors Bank & Trust June 2000 - March 2001
John Hancock 2001 - 2001
Skills
Hedge Funds, Fund Of Funds, Private Equity, Investments, Mutual Funds, Risk Management, Asset Managment, Due Diligence, Fund Accounting, Investment Management, Operational Due..., Financial Services, Alternative Investments, Financial Modeling, Financial Analysis, Bloomberg, Asset Allocation, Valuation, Derivatives, Financial Reporting
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy & Business Analysis
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration
Regents College / European Business School 1998 — 1998
International Business
Hingham High School 1992 — 1995
Cambridge Associates December 2011 - Present
Cambridge Associates June 2006 - December 2011
Cambridge Associates June 2005 - June 2006
Cambridge Associates December 2004 - June 2005
Cambridge Associates September 2003 - December 2004
Cambridge Associates March 2003 - September 2003
Cambridge Associates September 2001 - March 2003
Education
University of Delaware 1997 — 2001
Bachelor of Science in Business Administration (B.B.A.), Finance and Marketing
SunSetter Products March 2014 - Present
Cambridge Associates 2010 - 2013
Skills
Human Resources, Microsoft Excel, Microsoft Word
Education
University of Massachusetts, Amherst
Bachelor's degree, Communication, General
BucketFeet February 2014 - Present
Coinstar/Redbox 2011 - 2013
Coinstar/Redbox 2010 - 2011
McKinsey & Company 2008 - 2010
Cambridge Associates 2006 - 2008
JPMorgan May 2005 - July 2005
Skills
Start-ups, Business Strategy, New Business Development, Product Development, Growth Strategies, Analytics, Entrepreneurship, Team Leadership, Strategic Partnerships, Business Analysis, Financial Modeling, CRM, Management, Retail, Business Modeling, Project Management, P&L Management, Consumer Products, Customer Acquisition, Business Development
Education
University of Michigan 2002 — 2005
B.A., Economics and Political Science
Novus Partners, Inc. April 2014 - Present
Novus Partners, Inc. October 2012 - April 2014
Cambridge Associates September 2010 - September 2012
Crowell & Moring LLP November 2008 - September 2010
Skills
Hedge Funds, Due Diligence, Alternative Investments, Entrepreneurship, Wine Tasting, Equities, Mutual Funds, Financial Analysis, Private Equity, Global Macro, Quantitative Risk..., Data Management, Financial Modeling, Portfolio Management, Asset Management, Investments, Capital Markets, Fixed Income, Valuation
Education
University of Maryland College Park 2003 — 2007
B.A., English Literature & Art History
WEDGE Capital Management L.L.P. June 2015 - Present
Perimeter Capital Management June 2011 - December 2014
Keane Capital Management, Inc. June 2010 - August 2010
Cambridge Associates September 2008 - May 2009
Cambridge Associates June 2006 - September 2008
Cambridge Associates March 2006 - June 2006
Cambridge Associates June 2005 - March 2006
Skills
Equity Research, Value Investing, Portfolio Management, Microsoft Excel, Investment Management, Equities, Equity Valuation, Qualitative Research, Excel, PowerPoint, Factset, Valuation, Investments, Hedge Funds, Economics, Finance, Financial Modeling, Financial Analysis, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management
Washington and Lee University 2002 — 2005
BS, Business Administration; Cum Laude
University of Richmond 2001 — 2002
Rinehart Wealth Management April 2015 - Present
GenSpring Family Offices May 2011 - March 2015
Cambridge Associates June 2010 - April 2011
Cambridge Associates August 2009 - May 2010
Cambridge Associates June 2008 - July 2009
Wachovia, A Wells Fargo Company May 2007 - August 2007
Skills
Investments, Alternative Investments, Portfolio Management, Equities, Fixed Income, Derivatives, Hedge Funds, Asset Allocation, Financial Modeling, Trading, Leadership, Analysis, Management, Financial Analysis, Investment Management, Wealth Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelors of Science in Business Administration, Finance; Spanish
Atkins Investment Group May 2015 - Present
Cambridge Associates March 2015 - Present
DHK Financial Advisors September 2013 - Present
University of New Hampshire September 2014 - Present
University of New Hampshire September 2015 - Present
Alpha Kappa Psi April 2014 - Present
Atkins Investment Group April 2014 - Present
Atkins Investment Group August 2014 - Present
Atkins Investment Group September 2013 - August 2014
Blue Hills Ski Area 2010 - 2014
Skills
Public Speaking, Microsoft Excel, Teamwork, Time Management, PowerPoint, Economics, Management, Analysis, Microsoft Office, Leadership, Training, Investments
Education
University of New Hampshire 2012 — 2016
Bachelor's degree, Finance, Economics, Junior
KPMG US February 2015 - Present
Cambridge Associates October 2013 - February 2015
Arrow Funds July 2010 - October 2013
ProShare Advisors, LLC August 2009 - July 2010
Seva Call May 2009 - August 2009
Skills
Analysis, Trading, Hedge Funds, Financial Analysis, Financial Modeling, Investments, Data Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Strategy, Asset Allocation, Investment Strategies, Microsoft Office, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S., Finance
Cambridge Associates January 2012 - Present
Cambridge Associates February 2003 - December 2011
ICI Mutual Insurance Company June 2000 - February 2003
Skills
Enterprise Feedback..., Project Management, Product Management, Project Coordination, Analytical Skills, Online Survey Design, Survey Design, Survey Research, Confirmit, Vovici, Team Building, Consensus Building, Agile Methodologies, Visio, SharePoint, Microsoft Project, Mentoring, Youth Mentoring, Emotional Intelligence, StrengthsFinder, Career Assessment, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Blogging, Small Business, Small Business..., Marketing for Small..., Wedding Cakes, Cake Decorating, Creativity Skills, Speaker Acquisition, Presentation Skills
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Cambridge Associates September 2015 - Present
UMass Boston- College of Management January 2014 - May 2015
UMass Boston - College of Management September 2013 - May 2015
Kohl's Department Stores May 2014 - July 2014
Kohl's Department Stores May 2013 - August 2013
College of Management, University of Massachusetts Boston March 2012 - May 2013
Skills
Leadership, Teamwork, Customer Service, Event Planning, Public Speaking
Education
University of Massachusetts Boston 2011 — 2015
Bachelor’s Degree, Management- Supply Chain & Service Management, Magna Cum Laude, 3.56 GPA
Cambridge Associates June 2015 - Present
Cambridge Associates 2014 - 2015
Cambridge Associates 2013 - 2014
Cambridge Associates 2011 - 2013
Cambridge Associates 2010 - 2011
Diversified Staffing Group August 2009 - August 2010
BNY Mellon June 2007 - January 2009
Skills
Recruiting, Interviews, Human Resources, Sourcing, New Hire Orientations, Job Descriptions, Interview Preparation, Screening, Social Media, Applicant Tracking..., Management, International..., Sourcing Candidates, Personnel Management, Hiring, HRIS, Employee Benefits, HR Policies, Behavioral Interviewing, Campus Recruiting, Salary Negotiations, Learning and Talent..., Temporary Placement, Microsoft Excel
Education
University of New Hampshire 2003 — 2007
BA, Communications, Sociology
Marblehead High School 1999 — 2003
Maggie Inc. August 2015 - Present
Cambridge Associates August 2014 - Present
New England Patriots April 2014 - Present
Dynasty Models and Talent Agency November 2012 - July 2015
Hotel Marlowe, a Kimpton Hotel December 2009 - August 2014
Kimpton Hotels & Restaurants 2009 - 2013
New England Patriots April 2011 - March 2012
Boston Bruins September 2010 - September 2011
Skills
Interpersonal Skill, Telecommunications, Microsoft Excel, Microsoft Word, Time Management, Media Skills Training, Hospitality Management, Food & Beverage, Customer Satisfaction, Epitome, HotSOS, Hotel Management, Hospitality, Front Office, Micros, Property Management..., Hospitality Industry
Education
University of New Hampshire 2009 — 2013
Bachelor of Science (BS), Hospitality Administration/Management
North Reading High School
PwC August 2015 - Present
Cambridge Associates July 2012 - July 2015
Signature Financial Partners, LLC a member of John Hancock Financial Network April 2012 - July 2012
Maryland General Assembly June 2011 - August 2011
Law Offices of Robert Beatson, II May 2010 - September 2010
C.R. Daniel's June 2008 - August 2008
Skills
Bloomberg, Reuters 3000, Morningstar Direct, Matlab, Microsoft Excel, ATX Tax Software, Visio, Financial Statement..., Financial Analysis, Financial Modeling, Strategic Financial..., Valuation, Investments, Financial Reporting, Auditing, ACL, Minitab, TeamMate, Internal Controls, Quantitative Finance, Insurance, Tax Accounting, Hedge Funds, Economics
Education
University of Maryland College Park 2008 — 2012
Bachelors of Science, Accounting and Finance
Brown Advisory January 2015 - Present
Brown Advisory July 2012 - December 2014
Cambridge Associates June 2008 - July 2012
Skills
Portfolio Management, Investments, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg Terminal, Performance Reporting, Project Management, Team Management, Personnel Management, Portfolio Performance...
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
BA, Economics & Art History
Cambridge Associates March 2015 - Present
Cambridge Associates January 2012 - March 2015
Cambridge Associates October 2007 - January 2012
Cambridge Associates April 2007 - October 2007
Cambridge Associates January 2006 - April 2007
Skills
Investments, Bloomberg, Asset Allocation, Financial Analysis, Investment Strategies, Performance Reporting, Private Equity, Market Research, Reporting & Analysis, Business Strategy, Team Management, Equities
Education
Mary Washington College 2001 — 2005
B.S., Economics
Cambridge Associates June 2015 - Present
Cambridge Associates December 2014 - Present
Cambridge Associates March 2014 - December 2014
Schneider Electric August 2013 - December 2013
Wiley Bros.- Aintree Capital LLC 2013 - August 2013
Skills
Business Analysis, Project Management, Investment Strategies, Product Marketing, Business Strategy, Marketing, Financial Analysis, Team Leadership, Market Research, Market Analysis, Strategy, Business Development, Competitive Analysis, Marketing Management, Marketing Strategy, Product Management, Marketing Research, Segmentation, Marketing Communications, Brand Management, Cross-functional Team..., B2B Marketing, Analytics, CRM, Team Building, Pricing Analysis
Education
University of Mississippi 2009 — 2013
Managerial Finance, Business, Major Specific 3.5/4.0, Overall 3.3/4.0
University of Mississippi 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lockheed Martin February 2013 - Present
Cambridge Associates February 2004 - Present
BAE Systems Corp September 2008 - March 2011
ITT Systems November 2001 - November 2002
ITT Industries Systems Division October 1988 - July 1990
Skills
Project Management, Microsoft Office, Visio, Microsoft Excel, Team Leadership, Process Improvement, Program Management, Management, Strategic Planning, Troubleshooting, ITIL, Cross-functional Team..., Integration, PMP, Telecommunications, Hardware, Networking, Security, IT Service Management, Switches, Network Security, Cisco Technologies, Security Clearance, Network Administration, Information Assurance, DoD
Education
University of Maryland College Park 1998 — 2001
GED, ISTM
University of Maryland University College 1998 — 2001
Associate's degree, Communication, General
Cetera Financial Group March 2014 - Present
University of Southern California - Marshall School of Business August 2012 - Present
BAE Systems June 2012 - February 2014
BAE Systems January 2009 - May 2012
Fidelity Investments August 2007 - December 2008
Cambridge Associates January 2007 - May 2007
Skills
Earned Value Management, Government Contracting, Financial Analysis, Variance Analysis, Process Improvement, Financial Modeling, Hyperion Enterprise, Forecasting, Analysis, DoD, Financial Reporting, Managerial Finance, Cost Benefit, Cost Accounting, Financial Forecasting, Security Clearance, Program Management, Budgets, Strategic Financial..., Leadership, Active DoD Secret..., Auditing, Accounting, Account Reconciliation, Due Diligence, Finance, Management, Financial Planning
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2006
Bachelor of Science (B.S.), Business Administration - Finance
Cambridge Associates February 2014 - Present
Goldman Sachs August 2011 - January 2014
Oliver Wyman September 2006 - August 2011
Education
University of Pennsylvania 2002 — 2006
BA, Economics, Mathematics, Psychology
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Quantitative Finance, Corporate Finance, Management
Cambridge Associates June 2015 - Present
Boston Children's Hospital February 2013 - May 2015
Cutter Associates May 2008 - August 2008
Skills
Data Analysis, Research, Statistics, SPSS, Stata, Literature Reviews, Research Design, Healthcare, Clinical Research, Neuropsychology, IRB, Grant Writing, Program Management, Microsoft Office, Microsoft Excel, Matlab, Strategy, Creativity Skills, Communication, Competitive Analysis, Leadership
Education
University of Pennsylvania 2007 — 2012
Bachelor of Arts (B.A.), Neuroscience
Wellesley High School 2003 — 2007
Cambridge Associates March 2005 - Present
Skills
Alternative Investments, Investments, Portfolio Management, Asset Management, Financial Modeling, Financial Analysis, Hedge Funds, Private Equity, Due Diligence, Asset Allocation
Education
University of Mary Washington 1994 — 1998
Cambridge Associates January 2015 - Present
Cambridge Associates February 2014 - February 2015
Meltwater Group June 2013 - December 2013
Northwestern Mutual August 2012 - June 2013
Skills
PowerPoint, Microsoft Office, Social Media, Facebook, Time Management, Microsoft Word, Social Media Marketing, Sales, Public Speaking, Business Development, Salesforce.com, Marketing, Account Management, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
Marketing, 3.59
EII Capital Management, Inc. January 2002 - Present
Cambridge Associates June 1999 - August 2001
Skills
Investments, Performance Attribution, Equities, Investment Management, Client Services, Alternative Investments, GIPS Compliance, Client Service Oriented, Portfolio Performance...
Education
University of Mary Washington 1993 — 1997
BS, Business Administration
Ward Melville High School 1990 — 1993
Cambridge Associates January 2015 - Present
Americans for Tax Reform August 2014 - December 2014
Notre Dame South Dining Hall April 2012 - May 2014
University of Notre Dame August 2010 - May 2014
Madison County Courthouse May 2013 - August 2013
Servomation Refreshments May 2009 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Finance, Management, Microsoft Office
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Political Science
Christian Brothers Academy 2006 — 2010
Cambridge Associates January 2013 - Present
US Congress January 2010 - December 2012
The Wright Legacy Group, LLC July 2008 - January 2010
Skills
Policy, Government, Analysis, Management, Legal Writing, Legislative Relations, Legislation, Community Outreach, Policy Analysis, Public Relations, Public Policy, Political Campaigns, Politics, Public Speaking, Strategic Communications
Education
University of Kentucky 2004 — 2008
Bachelors, Finance
University of Kentucky 2004 — 2008
Bachelors of Business Administration, Finance, General
BB&T Capital Markets March 2015 - Present
BB&T Capital Markets January 2013 - March 2015
BB&T July 2012 - March 2013
Cambridge Associates June 2011 - August 2011
The Home Depot May 2010 - July 2010
Skills
Corporate Finance, Valuation, Portfolio Management, Loans, Risk Management, Commercial Lending, Credit Analysis, Banking, Commercial Banking, Finance, Data Analysis, Strategy, Financial Modeling, Credit, Capital Markets, Forecasting
Education
University of North Carolina at Chapel Hill 2009 — 2012
BS, Business Administration, Finance
University of North Carolina at Chapel Hill 2009 — 2012
BA, History
Virginia Polytechnic Institute and State University
Cambridge Associates July 2015 - Present
Edward Jones July 2012 - June 2015
Alliance for Catholic Education August 2010 - July 2012
Alliance for Catholic Education June 2009 - May 2010
Season of Service May 2005 - August 2007
Skills
Public Speaking, Research, Teaching, PowerPoint, Economics, Government, Nonprofits, Financial Analysis, Writing, Budgets, Analysis, Teamwork, Data Analysis, Finance, Leadership, Customer Service, Strategic Planning, Microsoft Office, Social Media, Reliability, Economic Research
Education
University of Notre Dame 2010 — 2012
Masters of Education, University of Notre Dame
University of Notre Dame 2006 — 2010
B.A., Economics, Political Science
Saint Xavier High School 2002 — 2006
Cambridge Associates November 2011 - Present
Summit Marketing June 2010 - August 2010
SunTrust Mortgage June 2009 - August 2009
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Project Management, Public Speaking, Data Analysis, English
Education
University of Notre Dame 2007 — 2011
Bacheor of Science, Science-Business
Georgetown Preparatory School 2003 — 2007
ProShare Advisors LLC September 2015 - Present
ProShare Advisors, LLC November 2013 - September 2015
Cambridge Associates January 2012 - October 2013
Cambridge Associates January 2011 - December 2011
JP Morgan Chase June 2010 - November 2011
Your Credit Your Future, Inc. November 2009 - November 2011
Caesar Rodney Institute August 2009 - June 2010
University of Delaware January 2010 - April 2010
Aflac June 2009 - September 2009
Skills
Financial Modeling, Financial Analysis, Capital Markets, Python, Java, Bloomberg Terminal, Financial Reporting, Equity Valuation, Hedge Funds, VBA, Trading, Microsoft Excel, Foreign Exchange..., Options Strategies, Excel, Technical Analysis, DCF Valuation, Valuation Modeling, Economics, Investments, SQL
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2010
Finance, Finance
Independent Consultant 2004 - Present
CBS Consulting, Inc. 2004 - Present
Cambridge Associates March 2014 - June 2014
Deloitte February 2013 - July 2013
Deloitte May 2012 - January 2013
Change Management Consulting Company 2006 - 2008
Deloitte December 2005 - June 2006
Deloitte September 2005 - December 2005
Deloitte December 2004 - June 2005
Deloitte September 2004 - December 2004
Skills
Marketing Strategy, Sales, Talent Management, Recruiting, Budgets, Human Resources, Marketing, Business Development, Strategy, Process Improvement, Team Building, Management, Sourcing, Employee Benefits, Leadership, Onboarding, Performance Management, Talent Acquisition
Education
University of Massachusetts, Amherst
BA, Economics
FTD Companies, Inc. (formerly Provide Commerce) 2007 - Present
Cambridge Associates July 2006 - April 2007
Provide Commerce October 2000 - July 2006
Politzer and Haney 1998 - 2000
Skills
Visual Studio, Web Services, Test Planning, E-commerce, C#, LoadRunner, SQL, OOP, C++, ASP.NET, ASP, IIS, Microsoft Excel, Microsoft SQL Server, Scrum, C, WinRunner, Mercury QuickTest Pro, Bugzilla, XML, VMware, Extreme Programming, Waterfall, Continuous Integration, Agile Testing, Kanban
Education
University of Massachusetts at Lowell 1991 — 1996
B.S. Chemical Engineering, Control Systems
Cambridge Associates July 2010 - Present
Cambridge Associates October 2005 - June 2011
State Street Bank November 2003 - October 2005
State Street Bank August 1998 - November 2003
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Variance Analysis, Analysis
Education
University of Massachusetts, Amherst 1992 — 1996
Gridium November 2012 - Present
Green Dynamics July 2011 - Present
SJF Ventures January 2011 - December 2011
Fraunhofer USA Center for Sustainable Energy Systems May 2010 - July 2010
Semprius January 2010 - April 2010
Cambridge Associates August 2005 - June 2009
Education
Duke University, Fuqua School of Business 2010 — 2012
MBA
Duke University, Nicholas School of the Environment 2009 — 2012
MEM, Energy
University of Massachusetts, Amherst 2002 — 2005
Finance
Morgan Stanley June 2006 - Present
Cambridge Associates August 2005 - June 2006
Skills
Equities, Equity Research, Hedge Funds, Investments
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelors Degree, Finance
Management Concepts Inc. November 2014 - Present
Cambridge Associates August 2012 - August 2014
Cambridge Associates July 2009 - August 2012
Cambridge Associates June 2005 - June 2009
Cambridge Associates June 2002 - June 2005
Cambridge Associates September 1999 - June 2002
Cambridge Associates June 1998 - September 1999
Skills
Learning and Development, Leadership, Instructional Design, Training Facilitation, Customer Service, Outlook, Visio, Microsoft Office, Access, PowerPoint, Microsoft Word, Analysis, Training, SharePoint, Software Documentation, Program Management, Windows, Change Management, Dedication to..., Strategic Planning, Training & Development, Process Improvement
Education
University of Mary Washington 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
CFRA Research December 2012 - Present
Primatics Financial December 2011 - December 2012
Hatteras Funds May 2010 - August 2010
Cambridge Associates March 2006 - June 2009
Atlanta Braves May 2005 - October 2005
Fidelity Investments May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Asset Managment, Alternative Investments, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Wake Forest University 2001 — 2005
Bachelor of Science, Major: Business; Minor: International Studies
Fisher Lynch Capital January 2013 - Present
State Street Alternative Investment Solutions November 2012 - January 2013
Commonwealth Financial Network October 2012 - November 2012
LP Capital Advisors January 2009 - March 2012
Cambridge Associates April 2005 - January 2009
The Hartford October 2004 - April 2005
Skills
Wall Street Prep..., Private Equity, Due Diligence, Research, Financial Analysis, Financial Modeling, Excel, Financial Reporting, Alternative Investments, Investment Strategies, Investment Management
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Economics
Cambridge Associates August 2013 - Present
Cornerstone Research April 2012 - July 2013
The Brattle Group May 2002 - December 2010
Plural, Inc. September 1997 - May 2002
Skills
Change Management, Employee Relations, Human Resources; Policy..., Corporate Real Estate;..., Benefits Design,..., Operations and..., Employee Performance..., Budget Development and..., Project Management, Strategic Partnerships
Education
University of Massachusetts Boston
Bachelor of Science (BS), Business Administration, Management and Operations
HedgeServ April 2011 - Present
JP Morgan Chase March 2010 - April 2011
JP Morgan July 2007 - February 2010
cambridge associates 2006 - 2007
Skills
Hedge Funds, Prime Brokerage, Equity Derivatives, Middle Office, Bloomberg, Fixed Income, Equities, Securities, Alternative Investments, Derivatives, Capital Markets, Options, Fund Of Funds, Bonds, Bloomberg Terminal
Education
University of Maryland College Park 2002 — 2006
BS, Finance, General
HarbourVest Partners December 2013 - Present
Cambridge Associates February 2010 - December 2013
State Street January 2008 - February 2010
Skills
Investments, Financial Analysis, Equities, Portfolio Management, Financial Services, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Sport Management
Cambridge Associates 2001 - Present
Education
University of Virginia Darden School of Business 1994 — 1996
University of Pennsylvania 1985 — 1989
BA, Economics
AGF Investments March 2015 - Present
AGF Investments April 2012 - February 2015
GE Asset Management January 2010 - March 2012
GE Asset Management June 2006 - November 2010
Baring Asset Management November 2000 - May 2006
MFS Investment Management October 1998 - October 2000
Cambridge Associates April 1991 - October 1998
Skills
Equities, Institutional, Asset Management, Asset Managment, Business Development, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Allocation, Investments, Equity Valuation, Series 7, Investment Strategies, Wealth Management, Hedge Funds, Mutual Funds, Leadership, Fixed Income, Investment Management, Bloomberg, Equity Research, Financial Advisory, Private Equity, Capital Markets, Securities, Financial Services, Institutional..., Pensions, Valuation, Emerging Markets, Due Diligence, Financial Markets, Financial Modeling, Relationship Management, Strategic Financial..., Fund Of Funds, Investor Relations, Trading, Bonds, Client Services, Derivatives, Options, Risk Management, Asset, Pension Funds
Education
University of Massachusetts Dartmouth 1985 — 1990
Bachelor of Arts, English - Writing & Communications
AEGON USA Investment Management August 2008 - Present
AEGON USA Investment Management June 2007 - August 2008
AEGON USA Investment Management March 2006 - June 2007
AEGON USA Investment Management November 2003 - March 2006
Cambridge Associates June 2000 - November 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
Business
Wells Fargo Securities July 2014 - Present
University of North Carolina at Chapel Hill July 2012 - May 2014
Wells Fargo Securities June 2013 - August 2013
Cambridge Associates September 2009 - July 2012
Cambridge Associates June 2007 - September 2009
Skills
Financial Modeling, Investments, Valuation, Bloomberg, Asset Allocation, Financial Analysis, Hedge Funds, Equities, Investment Strategies, Asset Managment, Portfolio Management, Equity Research, Due Diligence, Data Analysis, Economics, Private Equity, Datastream, Alternative Investments, Investment Management, Fixed Income
Education
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (M.B.A.)
Wake Forest University 2003 — 2007
Bachelor of Science (B.S.), Mathematical Economics
Ridgewood High School 1999 — 2003
MedImmune 2013 - Present
Discovery Communications June 2012 - December 2012
AARP September 2011 - June 2012
Legal & General America February 2010 - July 2011
CapitalSource April 2009 - February 2010
CapitalSource July 2007 - April 2009
Cambridge Associates April 2006 - June 2007
Bank of America March 2005 - March 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Forecasting, Strategic Financial..., Valuation, Alternative Investments, Accounting, Business Analysis, Cash Flow, Forecasting Models, Strategic Planning, Investment Advisory, Asset Management, Asset Allocation, Portfolio Management, Finance, Financial Reporting, Investments, Financial Planning, Budgeting, Revenue Forecasting, Competitive Strategies, Real Estate Investment, Cash Flow Management, US GAAP, Business Strategy, Scenario Analysis, Incentive Compensation..., Investment Properties, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master's Degree, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science, Finance, International Business
AceInfo Solutions April 2014 - Present
Cambridge Associates June 2011 - April 2014
Citizant March 2010 - June 2011
Precision Management September 2008 - March 2010
NMR Consulting September 2007 - September 2008
Skills
Project Management, Program Management, Proposal Writing, Microsoft Office, Management, IT Management, Government, Analysis, Process Improvement, Data Analysis, Strategic Planning, Risk Management, Leadership, Business Development, Budgets, Project Planning, Policy, Change Management, Software Documentation, MS Project, Business Strategy, Team Leadership, Business Analysis, Visio
Education
University of Maryland College Park 2003 — 2006
BS, Economics
Virginia Polytechnic Institute and State University 1996 — 1998
AS, Ag Management
Cohen & Steers April 2011 - Present
Cohen & Steers September 2008 - March 2011
Cambridge Associates May 2007 - September 2008
Cambridge Associates November 2006 - May 2007
Cambridge Associates January 2006 - November 2006
Skills
Bloomberg, Investment Strategies, Mutual Funds, Asset Managment, Alternative Investments, Institutional Investors, Investor Relations, Asset Allocation, Equities, Real Estate, Infrastructure, Asset Management, Financial Analysis, Valuation, Hedge Funds
Education
2016 Level III Candidate in the CFA Program
University of Delaware 2001 — 2005
BS, Finance, Economics & Managment Information Systems
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance, Economics
PwC January 2014 - Present
Primatics Financial, A Carlyle Group Portfolio Company 2011 - 2014
Reznick Group 2010 - 2011
New Markets Venture Partners 2009 - 2010
Cambridge Associates 2005 - 2008
Skills
Valuation, Investments, Corporate Finance, Capital Markets, Modeling, Strategy, Financial Modeling, Financial Analysis, Business Analysis, Portfolio Management, Accounting, Due Diligence
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Economics
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science, Finance
Calvert Hall College 1996 — 2000
Cambridge Associates January 2013 - Present
Smithsonian Institution July 2011 - August 2011
Google March 2011 - April 2011
Cambridge Associates January 2008 - June 2010
Seaplane Base Development Group LLC July 2005 - December 2009
Cambridge Associates July 2006 - December 2007
Cambridge Associates July 2005 - June 2006
Skills
Valuation, Investments, Financial Modeling, Investment Strategies, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Equities, Corporate Finance, Market Research, Asset Managment, Business Strategy, Fixed Income, Risk Management, Microsoft Excel, Alternative Investments, Endowment Funds, Private Foundations, High Net Worth..., Manage Client..., Performance Attribution
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance, High Distinction
University of Virginia 2001 — 2005
B.A., Economics & Politics
Gonzaga College High School 1997 — 2001
Zell Lurie Institute for Entrepreneurial Studies September 2014 - Present
Zell Lurie Institute for Entrepreneurial Studies October 2013 - August 2014
Zell Lurie Institute for Entrepreneurial Studies August 2012 - September 2013
V-teractive, LLC January 2012 - May 2012
Dance Telephone, Inc. September 2010 - January 2012
MyBandStock.com May 2009 - August 2009
Naiot Venture Accelerator March 2009 - April 2009
Cambridge Associates May 2005 - July 2008
Harris Miller Miller & Hanson Inc. November 2002 - April 2005
Skills
Business Strategy, Entrepreneurship, Strategy, Competitive Analysis, Cross-functional Team..., Analytics, Product Development, Strategic Planning, Financial Modeling, Start-ups, Data Analysis, Program Management, Market Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
University of Michigan 1998 — 2002
BSE, Mechanical Engineering
Cambridge Associates December 2011 - Present
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
Cambridge Associates LLC 2013 - 2015
MFS Investment Management March 2010 - December 2011
Wellington Management Company, LLP 2004 - 2009
Wellington Management Company, LLP 2002 - 2004
Wellington Management Company, LLP 2001 - 2002
Education
Boston University - Graduate School of Management
M.B.A., Entrepreneurial Concentration
L'Université Catholique de l'Ouest - Angers
French Studies
University of Massachusetts, Amherst
B.S., Hotel, Restaurant and Travel Administration
State Street April 2015 - Present
Santander USA October 2013 - Present
RBS Citizens Financial Group October 2011 - June 2013
Cambridge Associates July 2008 - May 2011
Skills
Risk Management, Stochastic Modeling, Hedge Funds, Financial Engineering, Alternative Investments, Derivatives, Fixed Income, Fund Of Funds, Financial Modeling, Investment Management, VBA, Statistics, Quantitative Finance, Quantitative Research, SAS, Matlab, Asset Allocation, Quantitative Analytics, Quant Development, Portfolio Optimization, Monte Carlo, Finite Difference, Finite Difference Method, Stochastic Differential..., Numerical Linear Algebra, Stochastic Calculus, Quant Finance, Partial Differential..., Computational..., Markov Chains, Stochastic Simulation, Principal Component..., GARCH, Linear Models, Long/Short Equity, Manager Selection, Alternative Investment..., Risk Budgeting, Global Tactical Asset..., Attribution, Risk Metrics, Portfolio Risk, Performance Attribution, LaTeX, Time Series Analysis, Stochastic Processes, Factor Analysis, VAR, Quantitative Investing, Market Risk
Education
University of Michigan 2006 — 2007
MSc, Financial Engineering
Technical University of Berlin 2001 — 2006
Probability and Mathematical Finance
University of Chicago 1985 — 1989
A.B., Philosophy
Cranbrook School 1972 — 1984
High School
Cambridge Associates October 2010 - Present
Wellington Management August 2007 - December 2008
ING Clarion June 2006 - August 2006
Deutsche Bank October 2002 - July 2004
University of Denver Ski Team 1998 - 2002
Canadian National Ski Team 1997 - 1998
British Columbia Ski Team 1994 - 1997
Skills
Investments, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Equities, Private Equity, Asset Allocation
Education
Yale University - Yale School of Management 2005 — 2007
MBA
University of Denver 1998 — 2002
BSBA, International Business
Fernie Secondary School 1992 — 1996
Cambridge Associates August 2013 - Present
Crawford Investment Counsel August 2011 - June 2013
Charles Schwab January 2009 - August 2011
Charles Schwab May 2008 - December 2008
Charles Schwab June 2006 - May 2008
Skills
Portfolio Management, Investments, Financial Advisory, Asset Allocation, Strategic Financial..., Finance, Fixed Income, Investment Strategies, Asset Management, Financial Analysis, New Business Development, Bonds, Financial Planning, Wealth Management, Equities, Investment Advisory, Investment Management, Microsoft Excel, Trading, Alternative Investments, Bloomberg, Mutual Funds, ETFs, Client Retention, Asset Managment, PowerPoint, Morningstar, Investment Selection, Fixed Income Portfolio...
Education
Georgia Institute of Technology - Georgia Tech College of Management
Master of Business Administration (M.B.A.)
Mary Washington College
Bachelor's Degree
Cambridge Associates January 2012 - Present
Cambridge Associates September 2010 - January 2012
Cambridge Associates August 2008 - August 2010
Cambridge Associates February 2007 - August 2008
Cambridge Associates June 2006 - February 2007
Education
University of New Hampshire 2002 — 2006
BS, Finance, Management
ExxonMobil August 2012 - Present
Goldman Sachs June 2011 - August 2011
Cambridge Associates September 2007 - June 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Asset Management, Investments, Asset Managment
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Virginia 2003 — 2007
Bachelor of Arts (B.A.), Economics
The Walt Disney Company June 2013 - Present
Showtime Networks September 2011 - May 2013
Yale School of Management August 2009 - May 2011
Paramount Pictures June 2010 - August 2010
Cambridge Associates January 2008 - July 2009
Cambridge Associates July 2004 - December 2007
Education
Yale University - Yale School of Management 2009 — 2011
MBA
University of Maryland College Park
BS, Finance
Spring Capital Partners September 2014 - Present
Spring Capital Partners August 2011 - September 2014
UBS Investment Bank June 2010 - August 2010
Maryland Capital Management, LLC December 2005 - August 2009
Cambridge Associates March 2005 - December 2005
Ferris Baker, Watts December 2004 - March 2005
Skills
Private Equity, Valuation, LBO, Corporate Finance, Financial Modeling, Corporate Development, Bloomberg, Due Diligence, Leveraged Finance, Investment Banking, Equity Research, DCF, M&A experience
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2001 — 2004
BA, Economics, Public Policy
Winston Partners July 2003 - Present
Cambridge Associates 1996 - 2001
Education
University of Michigan Business School
MBA
Virginia Polytechnic Institute and State University
B.S.
Empirical Research Partners December 2012 - Present
Nomura Securities November 2010 - December 2012
AllianceBernstein December 2006 - November 2009
AllianceBernstein 2000 - 2006
Cambridge Associates 1998 - 2000
Education
University of Mary Washington
BS, Business Administration
Buchanan Ingersoll & Rooney PC April 2013 - Present
Sughrue Mion PLLC November 2010 - April 2013
Oliff & Berridge, PLC May 2008 - November 2010
Cambridge Associates September 2007 - May 2008
Skills
Patent Prosecution, Patent preparation, Patent Analysis, Patent Drafting, Patentability
Education
University of Maryland Eastern Shore 2003 — 2007
Bachelor's degree, Criminal Justice/Law Enforcement Administration
University of Maryland Eastern Shore 2003 — 2007
Criminal Justice and Corrections
Bloomberg LP August 2015 - Present
Bloomberg LP July 2014 - Present
Bloomberg LP November 2012 - July 2014
Bloomberg LP June 2012 - November 2012
The Human Impacts Institute February 2012 - June 2012
Cambridge Associates July 2011 - December 2011
Centre d'analyse stratégique / Premier Ministre June 2010 - July 2010
LVMH June 2008 - June 2008
Skills
Manage Client..., Market Research, News Writing, Bloomberg, Quantitative Analytics, Data Analysis, Policy Analysis, IPO, Microsoft Excel, PowerPoint, Microsoft Office, Research, Product Marketing, Team Management, Equity Capital Markets, Social Media, Fundraising, Employee Training, Publications, Teamwork, Customer Experience, Managing Database, Google Analytics, Product Development, Team Leadership, Problem Solving, Strategy
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts and Sciences
Institut Florimont 1997 — 2007
Baccalauréat
Cambridge Associates December 2013 - Present
Deutsche Bank Alternative Fund Services September 2010 - November 2013
Bank of New York Mellon August 2008 - August 2010
State Street Corporation March 2007 - August 2008
Skills
Bloomberg, Accounting, Accounts Payable, General Ledger, Accounts Receivable, Hedge Funds, Securities, Mutual Funds, Financial Statements, Financial Services, Bonds, Microsoft Excel, Outlook, Accruals
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2006
Bachelor of Science, Finance
University of Otago 2005 — 2005
Business and Economics
Fisher Investments April 2011 - Present
Fisher Investments June 2012 - Present
Fisher Investments September 2009 - April 2011
Fisher Investments January 2005 - September 2009
Fisher Investments August 2002 - January 2005
Cambridge Associates June 2000 - June 2002
Skills
Bloomberg, Research, Market Research, Equity Research
Education
University of Michigan 1996 — 2000
Bachelor of Arts, History
Broad Run Investment Management, LLC February 2015 - Present
Cambridge Associates June 2013 - February 2015
Cambridge Associates June 2012 - May 2013
Cambridge Associates June 2011 - May 2012
BlackRock June 2010 - August 2010
Skills
Microsoft Office, Excel, Customer Relations, Word, PowerPoint, Microsoft Excel, Investments, Financial Analysis
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Steinert
Cambridge Associates August 2015 - Present
Upper Quadrant April 2015 - July 2015
Celerity May 2014 - April 2015
Northrop Grumman Corporation January 2013 - May 2014
T. Rowe Price June 2012 - August 2012
Skills
AngularJS, HTML 5, HTML5, JavaScript, jQuery, CSS, Backbone.js, Mobile Applications, Python, Git, Github, LESS, SASS, JSON
Education
University of Maryland Baltimore County 2014 — 2017
PhD, Information Systems
University of Maryland Baltimore County 2014 — 2015
Master’s Degree, Information Systems
University of Maryland Baltimore County 2010 — 2013
Bachelor’s Degree, Information Systems
Cambridge Associates January 2015 - Present
Cambridge Associates March 2008 - December 2014
ChoiceStream August 2005 - February 2008
Millennium Pharmaceuticals May 2002 - July 2005
Education
University of Massachusetts Boston
Bachelor’s Degree, Biology/Biological Sciences, General
Cambridge Associates October 2011 - Present
Education
University of Massachusetts, Amherst