Cambridge Associates

Description

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.

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

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

1,854 Cambridge Associates employees in database. Find out everything there's to know about Cambridge Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Cambridge Associates Employees

Employee
Years
Job
Industry
Fuli E Fuli E Alexandria, Virginia Details
Fuli E's Cambridge Associates Experience March 2014 - Present
Job IT Business Analyst at Cambridge Associates
Industry Investment Management
Experience
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

Ian Kennedy Ian Kennedy Naples, Florida Details
Ian Kennedy's Cambridge Associates Experience January 2009 - Present
Job Private Investor
Industry Investment Management
Experience
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

Drew Genser Drew Genser Charlotte, North Carolina Area Details
Drew Genser's Cambridge Associates Experience September 2009 - May 2010
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
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

Jon Laws Jon Laws San Francisco, California Details
Jon Laws's Cambridge Associates Experience September 2006 - July 2011
Job Associate Global Insights Manager Innovation Insights at The Clorox Company
Industry Marketing and Advertising
Experience
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

Barbara Purcell Forbes Barbara Purcell Forbes Greater Boston Area Details
Barbara Purcell Forbes's Cambridge Associates Experience February 2014 - April 2014
Job Manager, Quality Control Wealth Management Systems Inc.
Industry Financial Services
Experience
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

Fernando Gardner Fernando Gardner Greater Minneapolis-St. Paul Area Details
Fernando Gardner's Cambridge Associates Experience March 2008 - March 2012
Job Marketing & Investor Relations at Pine River Capital Management
Industry Financial Services
Experience
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

Hailey Harris Hailey Harris New York, New York Details
Hailey Harris's Cambridge Associates Experience August 2011 - September 2011
Job Portfolio Management Associate at Global X Management Company
Industry Financial Services
Experience
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

Timothy Rheaume, CFA Timothy Rheaume, CFA Greater Boston Area Details
Timothy Rheaume, CFA's Cambridge Associates Experience June 2008 - July 2010
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
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

Elisa Konieczny Elisa Konieczny Milwaukee, Wisconsin Details
Elisa Konieczny's Cambridge Associates Experience September 2006 - June 2007
Job Associate, Northwestern Mutual Real Estate Investments
Industry Real Estate
Experience
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

Bill Kiszka Bill Kiszka Greater Boston Area Details
Bill Kiszka's Cambridge Associates Experience August 2015 - Present
Job Software Engineer
Industry Computer Software
Experience
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

Christian Bitters Christian Bitters Washington D.C. Metro Area Details
Christian Bitters's Cambridge Associates Experience April 2015 - Present
Job Investment Performance Analyst at Cambridge Associates
Industry Financial Services
Experience
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

Michael J. Cantor Ceurvorst, CIPM Michael J. Cantor Ceurvorst, CIPM Washington D.C. Metro Area Details
Michael J. Cantor Ceurvorst, CIPM's Cambridge Associates Experience July 2015 - Present
Job Assistant Manager, Manager Information Group at Cambridge Associates
Industry Financial Services
Experience
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

Sara Gettings Sara Gettings Greater New York City Area Details
Sara Gettings's Cambridge Associates Experience March 2004 - June 2005
Job Vice President at BlackRock
Industry Financial Services
Experience
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

Daniel Oh, MBA Daniel Oh, MBA Washington D.C. Metro Area Details
Daniel Oh, MBA's Cambridge Associates Experience August 2014 - Present
Job Product Manager at Cambridge Associates
Industry Financial Services
Experience
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

Justin Hering Justin Hering Washington D.C. Metro Area Details
Justin Hering's Cambridge Associates Experience August 2013 - Present
Job Investment Analyst Team Leader at Cambridge Associates
Industry Financial Services
Experience
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

Joseph Addis Joseph Addis Washington D.C. Metro Area Details
Joseph Addis's Cambridge Associates Experience October 2012 - July 2013
Job MBA Candidate, Robert H. Smith School of Business at the University of Maryland | Finance
Industry Financial Services
Experience
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

Manling Leung Manling Leung Arlington Heights, Illinois Details
Manling Leung's Cambridge Associates Experience April 2012 - July 2013
Job Payroll Coordinator at Fairway Talent
Industry Accounting
Experience
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

Anuj K. Trivedi, CFA Anuj K. Trivedi, CFA Greater Los Angeles Area Details
Anuj K. Trivedi, CFA's Cambridge Associates Experience June 2011 - June 2012
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
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

Heather Long Heather Long New York, New York Details
Heather Long's Cambridge Associates Experience 2006 - 2008
Job Markets & Economy Editor at CNNMoney
Industry Online Media
Experience
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

David Jallits David Jallits Norfolk, Virginia Area Details
David Jallits's Cambridge Associates Experience February 2014 - March 2015
Job Chief Investment Officer at Signature An Independent Family Office
Industry Investment Management
Experience
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

Will Gholston, CFA Will Gholston, CFA Raleigh, North Carolina Details
Will Gholston, CFA's Cambridge Associates Experience June 2000 - September 2001
Job Director, Portfolio Manager at Sterling Capital Management
Industry Investment Management
Experience
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

Samantha Waterman Samantha Waterman Boston, Massachusetts Details
Samantha Waterman's Cambridge Associates Experience November 2012 - Present
Job Technical Support at Cambridge Associates
Industry Information Technology and Services
Experience
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

Peter Tooher Peter Tooher Greater Boston Area Details
Peter Tooher's Cambridge Associates Experience January 2013 - Present
Job Associate Investment Director at Cambridge Associates
Industry Financial Services
Experience
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

Phil Fabrizio, CFA Phil Fabrizio, CFA Washington D.C. Metro Area Details
Phil Fabrizio, CFA's Cambridge Associates Experience January 2004 - March 2007
Job Area Vice President, Institutional Investment & Fiduciary Services, Arthur J. Gallagher & Co.
Industry Investment Management
Experience
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

Elizabeth Rubenfield Elizabeth Rubenfield Washington D.C. Metro Area Details
Elizabeth Rubenfield's Cambridge Associates Experience June 2012 - August 2012
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
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

Gordon Barnes, CAIA Gordon Barnes, CAIA Greater Boston Area Details
Gordon Barnes, CAIA's Cambridge Associates Experience June 2006 - Present
Job Sr. Director Operational Due Diligence
Industry Investment Management
Experience
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

Caroline Lawhorne Caroline Lawhorne Washington D.C. Metro Area Details
Caroline Lawhorne's Cambridge Associates Experience December 2011 - Present
Job Project Manager, Recruiting and Personnel Planning at Cambridge Associates
Industry Financial Services
Experience
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

Madeline Serrano Madeline Serrano United States Details
Madeline Serrano's Cambridge Associates Experience 2010 - 2013
Job HR Generalist North of Boston
Industry Human Resources
Experience
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

Nauzad Dustoor Nauzad Dustoor Chicago, Illinois Details
Nauzad Dustoor's Cambridge Associates Experience 2006 - 2008
Job Director of Strategy & Operations at BucketFeet
Industry Retail
Experience
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

Faryan Amir-Ghassemi Faryan Amir-Ghassemi New York, New York Details
Faryan Amir-Ghassemi's Cambridge Associates Experience September 2010 - September 2012
Job Vice President at Novus Partners
Industry Financial Services
Experience
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

Andrew Jones, CFA Andrew Jones, CFA Charlotte, North Carolina Details
Andrew Jones, CFA's Cambridge Associates Experience September 2008 - May 2009
Job Equity Analyst at WEDGE Capital Management L.L.P.
Industry Investment Management
Experience
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

Brittany Danahey Brittany Danahey Charlotte, North Carolina Details
Brittany Danahey's Cambridge Associates Experience June 2010 - April 2011
Job Portfolio Manager at Rinehart Wealth Management
Industry Financial Services
Experience
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

John Schwartz John Schwartz Greater Boston Area Details
John Schwartz's Cambridge Associates Experience March 2015 - Present
Job President at Atkins Investment Group
Industry Investment Management
Experience
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

Uros Milojkovic Uros Milojkovic Washington D.C. Metro Area Details
Uros Milojkovic's Cambridge Associates Experience October 2013 - February 2015
Job Associate Credit Risk at KPMG
Industry Financial Services
Experience
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

Melissa Westervelt Melissa Westervelt Washington D.C. Metro Area Details
Melissa Westervelt's Cambridge Associates Experience January 2012 - Present
Job Project Manager, Systems Analytics and Technology at Cambridge Associates LLC
Industry Nonprofit Organization Management
Experience
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

Tyler Noelle Dumais Tyler Noelle Dumais Greater Boston Area Details
Tyler Noelle Dumais's Cambridge Associates Experience September 2015 - Present
Job HR Administrator at Cambridge Associates
Industry Human Resources
Experience
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

Molly Hughes Molly Hughes Greater Boston Area Details
Molly Hughes's Cambridge Associates Experience June 2015 - Present
Job Manager of Recruiting Operations at Cambridge Associates
Industry Financial Services
Experience
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

Amanda Soucy Amanda Soucy North Reading, Massachusetts Details
Amanda Soucy's Cambridge Associates Experience August 2014 - Present
Job Administrative Assistant at Cambridge Associates
Industry Hospitality
Experience
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

Scott Ahearn Scott Ahearn Washington D.C. Metro Area Details
Scott Ahearn's Cambridge Associates Experience July 2012 - July 2015
Job Associate at PwC
Industry Financial Services
Experience
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

Gregory Elkins Gregory Elkins Chapel Hill, North Carolina Details
Gregory Elkins's Cambridge Associates Experience June 2008 - July 2012
Job Associate Portfolio Manager
Industry Financial Services
Experience
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

Jeffrey Golden Jeffrey Golden Arlington, Virginia Details
Jeffrey Golden's Cambridge Associates Experience March 2015 - Present
Job Senior Investment Analyst at Cambridge Associates
Industry Financial Services
Experience
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

Brooks Oursler Brooks Oursler Washington, District Of Columbia Details
Brooks Oursler's Cambridge Associates Experience June 2015 - Present
Job Team Lead & Investment Operations Associate at Cambridge Associates
Industry Financial Services
Experience
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

Johnnie Jelks Johnnie Jelks Waterloo, Illinois Details
Johnnie Jelks's Cambridge Associates Experience February 2004 - Present
Job Senior Engineer for Lockheed Martin Company
Industry Information Technology and Services
Experience
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

Jerry Obey Jerry Obey Greater Los Angeles Area Details
Jerry Obey's Cambridge Associates Experience January 2007 - May 2007
Job Senior Financial Analyst at Cetera Financial Group | MBA Candidate at USC Marshall School of Business
Industry Financial Services
Experience
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

Gregory Meila, CFA Gregory Meila, CFA Boston, Massachusetts Details
Gregory Meila, CFA's Cambridge Associates Experience February 2014 - Present
Job Investment Director at Cambridge Associates
Industry Investment Management
Experience
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

Jacquelyn Klehm Jacquelyn Klehm Greater Boston Area Details
Jacquelyn Klehm's Cambridge Associates Experience June 2015 - Present
Job Research Assistant at Boston Children's Hospital
Industry Hospital & Health Care
Experience
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

Grant Steele Grant Steele Springfield, Virginia Details
Grant Steele's Cambridge Associates Experience March 2005 - Present
Job Director Enterprise Advisory at Cambridge Associates
Industry Financial Services
Experience
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

A.J. Brown A.J. Brown Baltimore, Maryland Area Details
A.J. Brown's Cambridge Associates Experience January 2015 - Present
Job Investment Operations Associate at Cambridge Associates
Industry Financial Services
Experience
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

Craig Siemes Craig Siemes Greater New York City Area Details
Craig Siemes's Cambridge Associates Experience June 1999 - August 2001
Job Assistant Vice President, Client Services & Portfolio Analytics at EII Capital Management, Inc.
Industry Real Estate
Experience
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

Matthew Bruno Matthew Bruno Washington D.C. Metro Area Details
Matthew Bruno's Cambridge Associates Experience January 2015 - Present
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
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

Zac Travis Zac Travis Washington, District Of Columbia Details
Zac Travis's Cambridge Associates Experience January 2013 - Present
Job Analyst at Cambridge Associates
Industry Financial Services
Experience
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

Reed Barton Reed Barton Winston Salem, North Carolina Details
Reed Barton's Cambridge Associates Experience June 2011 - August 2011
Job AVP, Portfolio Risk Officer at BB&T Capital Markets
Industry Financial Services
Experience
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

Jonathan Koop Jonathan Koop Cincinnati Area Details
Jonathan Koop's Cambridge Associates Experience July 2015 - Present
Job Investment Associate at Cambridge Associates
Industry Higher Education
Experience
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

James Crivella James Crivella Washington D.C. Metro Area Details
James Crivella's Cambridge Associates Experience November 2011 - Present
Job Senior Investment Operations Analyst at Cambridge Associates
Industry Financial Services
Experience
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

Daniel Russell Daniel Russell Washington D.C. Metro Area Details
Daniel Russell's Cambridge Associates Experience January 2012 - October 2013
Job Portfolio Analyst Commodities Desk at ProShare Advisors LLC
Industry Financial Services
Experience
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

Anastasia Leotsakos Anastasia Leotsakos Greater Boston Area Details
Anastasia Leotsakos's Cambridge Associates Experience March 2014 - June 2014
Job Talent Management Consultant
Industry Human Resources
Experience
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

Dan Feeney Dan Feeney Greater Seattle Area Details
Dan Feeney's Cambridge Associates Experience July 2006 - April 2007
Job QA Automation Engineer at Provide Commerce
Industry Computer Software
Experience
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

Brian Battles Brian Battles Greater Boston Area Details
Brian Battles's Cambridge Associates Experience July 2010 - Present
Job Senior Financial Analyst at Cambridge Associates
Industry Financial Services
Experience
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

Timothy Canavan Timothy Canavan Boston, Massachusetts Details
Timothy Canavan's Cambridge Associates Experience August 2005 - June 2009
Job Energy Startup Operations
Industry Renewables & Environment
Experience
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

Charlie Furcolo Charlie Furcolo San Francisco, California Details
Charlie Furcolo's Cambridge Associates Experience August 2005 - June 2006
Job Institutional Equity Sales
Industry Financial Services
Experience
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

Julie Garner Goodrich Julie Garner Goodrich Washington D.C. Metro Area Details
Julie Garner Goodrich's Cambridge Associates Experience August 2012 - August 2014
Job Product Development Manager at Management Concepts Inc.
Industry Professional Training & Coaching
Experience
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

Derek Aherne Derek Aherne Washington D.C. Metro Area Details
Derek Aherne's Cambridge Associates Experience March 2006 - June 2009
Job Industrials Analyst at CFRA
Industry Financial Services
Experience
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

Ket La Ket La Greater Boston Area Details
Ket La's Cambridge Associates Experience April 2005 - January 2009
Job Fisher Lynch Capital
Industry Venture Capital & Private Equity
Experience
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

Jennifer Nicolai Morrissey Jennifer Nicolai Morrissey Greater Boston Area Details
Jennifer Nicolai Morrissey's Cambridge Associates Experience August 2013 - Present
Job Seasoned Manager, Experienced Senior Human Resources Professional and Strategic Business Partner
Industry Management Consulting
Experience
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

Dan Metzger Dan Metzger Greater New York City Area Details
Dan Metzger's Cambridge Associates Experience 2006 - 2007
Job Middle Office Manager at HedgeServ
Industry Financial Services
Experience
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

Dean Poulos Dean Poulos Greater Boston Area Details
Dean Poulos's Cambridge Associates Experience February 2010 - December 2013
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
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

Celia Dallas Celia Dallas Washington D.C. Metro Area Details
Celia Dallas's Cambridge Associates Experience 2001 - Present
Job Chief Investment Strategist at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   2001 - Present

Education
University of Virginia Darden School of Business   1994 — 1996

University of Pennsylvania   1985 — 1989
BA, Economics

Christopher Adey Christopher Adey Greater Boston Area Details
Christopher Adey's Cambridge Associates Experience April 1991 - October 1998
Job CoHead, Global Institutional Sales at AGF Investments
Industry Investment Management
Experience
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

Jean Marc Breaux, CFA Jean Marc Breaux, CFA Baltimore, Maryland Details
Jean Marc Breaux, CFA's Cambridge Associates Experience June 2000 - November 2003
Job Structured Finance Analyst
Industry Investment Management
Experience
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

Jeffrey Khoury Jeffrey Khoury Charlotte, North Carolina Details
Jeffrey Khoury's Cambridge Associates Experience September 2009 - July 2012
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
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

Rashmi Das Rashmi Das Washington D.C. Metro Area Details
Rashmi Das's Cambridge Associates Experience April 2006 - June 2007
Job Senior Financial Analyst
Industry Nonprofit Organization Management
Experience
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

Madison Brown Madison Brown Arlington, Virginia Details
Madison Brown's Cambridge Associates Experience June 2011 - April 2014
Job Installation Engineer/Asset Management Lead at AceInfo Solutions, ITIL V3
Industry Information Technology and Services
Experience
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

Christian Lau Christian Lau New York, New York Details
Christian Lau's Cambridge Associates Experience May 2007 - September 2008
Job Vice President, Institutional Relationship Manager at Cohen & Steers
Industry Investment Management
Experience
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

Nick Madejski Nick Madejski Washington D.C. Metro Area Details
Nick Madejski's Cambridge Associates Experience 2005 - 2008
Job Senior Associate at PwC Consumer Finance Group
Industry Financial Services
Experience
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

Alex Koning Alex Koning Washington D.C. Metro Area Details
Alex Koning's Cambridge Associates Experience January 2013 - Present
Job Investment Consultant at Cambridge Associates
Industry Investment Management
Experience
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

Sarika Gupta Sarika Gupta Ann Arbor, Michigan Details
Sarika Gupta's Cambridge Associates Experience May 2005 - July 2008
Job Managing Director at Zell Lurie Institute for Entrepreneurial Studies
Industry Higher Education
Experience
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

Gloria Lacek Gloria Lacek Greater Boston Area Details
Gloria Lacek's Cambridge Associates Experience December 2011 - Present
Job Management Associate, Research Operations at Cambridge Associates
Industry Investment Management
Experience
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

David Rising David Rising Greater Boston Area Details
David Rising's Cambridge Associates Experience July 2008 - May 2011
Job VP at State Street
Industry Financial Services
Experience
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

Julia (Delich) O'Brien Julia (Delich) O'Brien Greater Boston Area Details
Julia (Delich) O'Brien's Cambridge Associates Experience October 2010 - Present
Job Senior Investment Director at Cambridge Associates
Industry Investment Management
Experience
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

Parker Mitchell Parker Mitchell Greater Boston Area Details
Parker Mitchell's Cambridge Associates Experience August 2013 - Present
Job Investment Director at Cambridge Associates
Industry Financial Services
Experience
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

Arley Mosher, CFA Arley Mosher, CFA Greater Boston Area Details
Arley Mosher, CFA's Cambridge Associates Experience January 2012 - Present
Job Director at Cambridge Associates
Industry Financial Services
Experience
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

Chad Cross Chad Cross Houston, Texas Area Details
Chad Cross's Cambridge Associates Experience September 2007 - June 2010
Job Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
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

Erika Baker Erika Baker Greater Los Angeles Area Details
Erika Baker's Cambridge Associates Experience January 2008 - July 2009
Job Associate, Pension & Investments at The Walt Disney Company
Industry Investment Management
Experience
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

Chad Rigdon Chad Rigdon Baltimore, Maryland Area Details
Chad Rigdon's Cambridge Associates Experience March 2005 - December 2005
Job Vice President at Spring Capital Partners
Industry Venture Capital & Private Equity
Experience
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

Bryan Watts Bryan Watts Washington D.C. Metro Area Details
Bryan Watts's Cambridge Associates Experience 1996 - 2001
Job Partner at Winston Partners
Industry
Experience
Winston Partners  July 2003 - Present
Cambridge Associates   1996 - 2001

Education
University of Michigan Business School
MBA

Virginia Polytechnic Institute and State University
B.S.

Richard DeRose, CFA Richard DeRose, CFA Greater New York City Area Details
Richard DeRose, CFA's Cambridge Associates Experience 1998 - 2000
Job Equity Sales
Industry Investment Management
Experience
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

Krystle Lynch Krystle Lynch Alexandria, Virginia Details
Krystle Lynch's Cambridge Associates Experience September 2007 - May 2008
Job Patent Secretary at Buchanan Ingersoll & Rooney PC
Industry Legal Services
Experience
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

Eugénie Lejeune Eugénie Lejeune New York, New York Details
Eugénie Lejeune's Cambridge Associates Experience July 2011 - December 2011
Job Bloomberg Intelligence Chef d'Equipe at Bloomberg LP
Industry Information Technology and Services
Experience
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

Gregory Iodice Gregory Iodice Boston, Massachusetts Details
Gregory Iodice's Cambridge Associates Experience December 2013 - Present
Job Assistant Manager at Cambridge Associates
Industry Financial Services
Experience
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

Austin Fraser, CFA Austin Fraser, CFA San Francisco Bay Area Details
Austin Fraser, CFA's Cambridge Associates Experience June 2000 - June 2002
Job Portfolio Engineer | Senior Research Analyst | Emerging Markets
Industry Financial Services
Experience
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

Jeff Kinney Jeff Kinney Arlington, Virginia Details
Jeff Kinney's Cambridge Associates Experience June 2013 - February 2015
Job Operations Associate at Broad Run Investment Management, LLC
Industry Financial Services
Experience
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

Kyle Althoff Kyle Althoff Reston, Virginia Details
Kyle Althoff's Cambridge Associates Experience August 2015 - Present
Job UX Developer at Cambridge Associates
Industry Information Technology and Services
Experience
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

EJ Borrego EJ Borrego United States Details
EJ Borrego's Cambridge Associates Experience January 2015 - Present
Job Information Associate at Cambridge Associates
Industry
Experience
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

Andrea Pettinelli Andrea Pettinelli Boston, Massachusetts Details
Andrea Pettinelli's Cambridge Associates Experience October 2011 - Present
Job Cambridge Associstes
Industry Financial Services
Experience
Cambridge Associates   October 2011 - Present

Education
University of Massachusetts, Amherst

Select page

1 2 3 4 5 6 7 8 9 10 11 12 13