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

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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
Shannon Watters Shannon Watters Dallas/Fort Worth Area Details
Shannon Watters's Cambridge Associates Experience July 2007 - June 2012
Job MFA in Dance and Choreography, Instructor
Industry Fine Art
Experience
Texas Woman's University  June 2015 - Present
Tarrant County College  January 2015 - Present
Collin College  August 2014 - Present
Academy of Dance Arts  June 2004 - Present
Freelance  May 2004 - Present
Independent  2012 - Present
Dallas Repertoire Ballet   August 2011 - Present
Dallas Dance Company   September 2009 - May 2014
Muscle Memory Dance Theatre   2012 - 2013
Cambridge Associates   July 2007 - June 2012

Education
Jacksonville University   2012 — 2014
Master of Fine Arts (M.F.A.), Dance

Texas Woman's University   2012 — 2013
Non-Degree Seeking Master of Fine Arts (MFA), Dance

Southern Methodist University   2005 — 2007
BBA, Finance, Economics

Collin County Community College   2004 — 2005
N/A, Business

Oklahoma City University   2002 — 2003
N/A, Dance, Business

Byron Hussie Byron Hussie Greater Boston Area Details
Byron Hussie's Cambridge Associates Experience January 2014 - Present
Job Manager at Cambridge Associates
Industry Media Production
Experience
Cambridge Associates   January 2014 - Present
What Pumpkin Studios, LLC   April 2013 - Present
Cambridge Associates   October 2008 - April 2013
Atrium Staffing  July 2007 - September 2008

Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Asset Allocation, Private Equity, Investment Strategies, Analysis, Venture Capital, Capital Markets, Data Analysis, Human Resources, Project Management

Education
Temple University   2003 — 2006
English Language and Literature, General

Community College of Philadelphia   2001 — 2002

Michael Alicona Michael Alicona Arlington, Virginia Details
Michael Alicona's Cambridge Associates Experience August 2014 - December 2014
Job Associate Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service  January 2015 - Present
Cambridge Associates   August 2014 - December 2014
Cambridge Associates   February 2012 - August 2014
Cambridge Associates   June 2011 - February 2012
Virginia Asset Management  July 2010 - August 2010

Education
University of Richmond   2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance

Copenhagen Business School   2009 — 2009
Study Abroad Program

Edward Martin Edward Martin New York, New York Details
Edward Martin's Cambridge Associates Experience June 2007 - June 2011
Job Investment Banking Associate Evercore
Industry Financial Services
Experience
Evercore  August 2013 - Present
Cambridge Associates   June 2007 - June 2011

Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, LBO, Alternative Investments, Mergers & Acquisitions, Venture Capital, Investment Banking, Capital Markets, Private Equity, Investments, Equities

Education
Columbia University - Columbia Business School   2011 — 2013
MBA

Syracuse University   2003 — 2007
BS, Finance

William Thompson William Thompson Boston, Massachusetts Details
William Thompson's Cambridge Associates Experience July 2007 - February 2010
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays Investment Bank  September 2014 - Present
J.P. Morgan   February 2014 - September 2014
J.P. Morgan   August 2011 - January 2014
Citi  September 2010 - August 2011
FBR  February 2010 - August 2010
Cambridge Associates   July 2007 - February 2010

Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Bloomberg, Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Alternative Investments, Mergers, Equity Valuation, Asset Managment, Quantitative Analytics, Portfolio Management, Research, Series 7, Series 63

Education
Dartmouth College   2005 — 2007
Bachelor of Engineering (B.Eng.), Environmental Engineering

Colby College   2002 — 2006
Bachelor of Arts (BA), Chemistry

Jay Macias, CIPM Jay Macias, CIPM Charlottesville, Virginia Details
Jay Macias, CIPM's Cambridge Associates Experience August 2004 - March 2008
Job Performance Associate at Investure, LLC
Industry Financial Services
Experience
Investure  February 2015 - Present
Harris Associates  October 2010 - February 2015
Harris Associates  March 2008 - October 2010
Cambridge Associates   August 2004 - March 2008

Skills
Equities

Education
Colorado College   2000 — 2004
Economics, Mathematics

Love-Leigh K. Beasley Love-Leigh K. Beasley Washington D.C. Metro Area Details
Love-Leigh K. Beasley's Cambridge Associates Experience December 2014 - Present
Job Business Systems Analysis at Cambridge Associates
Industry Information Technology and Services
Experience
Cambridge Associates   December 2014 - Present
Twins Jazz & Foundation   2010 - Present
Accenture  January 2014 - December 2014
Accenture  November 2005 - April 2010
The Federal Reserve Bank of New York  2003 - 2005

Skills
Marketing, Business Analysis, Project Management, Data Analysis, Integration, Business Development, SAP, Consulting

Education
Columbia University in the City of New York   2013 — 2015
Professional, Data Science

Pace University   2003 — 2005
Master of Science (M.S.), Computer Science

Spelman College   1999 — 2003
Bachelor of Science (B.S.), Computer Science w/ Mathematics Minor

Nichole Yanok Nichole Yanok United States Details
Nichole Yanok's Cambridge Associates Experience January 2014 - September 2015
Job Investment Assistant, H.M. Payson & Co.
Industry Financial Services
Experience
HM Payson & Co  September 2015 - Present
Cambridge Associates   January 2014 - September 2015
George Washington University  August 2012 - January 2014
Colby College  February 2010 - May 2012
Colby College  September 2009 - May 2012
United States Senate  January 2012 - January 2012
United States Senate  May 2009 - August 2009

Skills
Program Development, Higher Education, Microsoft Office, Spanish, Public Relations, Research, Quantitative Research, Nonprofits, Quantitative Analytics, Philanthropy, Press Releases, Policy Analysis

Education
Colby College   2008 — 2012
Bachelor of Arts (BA), Government

Abby Fung Abby Fung Greater Boston Area Details
Abby Fung's Cambridge Associates Experience 2000 - 2002
Job Senior Consultant at Root Cause
Industry Management Consulting
Experience
Root Cause  2006 - Present
Johnson & Johnson  2004 - 2006
Cambridge Associates   2000 - 2002
Odyssey Market Research   1999 - 2000

Skills
Business Strategy, Business Planning, Business Process..., Performance Measurement, Financial Analysis, Quantitative Research, Qualitative Research, Market Research, Marketing, Product Development, Product Management, Investment Management, Operations Management, Project Management, Recruiting, Executive Search, Executive Coaching, Career Counseling, Writing, Teaching

Education
Columbia University - Columbia Business School   2002 — 2004
Master of Business Administration (M.B.A.)

Harvard University   1995 — 1999
Bachelor's Degree

Chris Allman Chris Allman Los Angeles, California Details
Chris Allman's Cambridge Associates Experience December 1998 - December 2000
Job Commercial Real Estate Debt Capital Markets @ CIM Group
Industry Commercial Real Estate
Experience
The CIM Group  May 2013 - Present
Thayer Lodging Group, Brookfield Hotel Properties   October 2010 - May 2013
DB Capital Ventures   March 2009 - October 2010
Capmark  December 2000 - March 2009
Cambridge Associates   December 1998 - December 2000

Skills
Financial Modeling, Real Estate Economics, Valuation, Due Diligence, CMBS, Investments, Real Estate Financing, Portfolio Management, Private Equity, Capital Markets, Structured Finance, Hotels, Corporate Finance, Interest Rate Risk..., Asset Managment, Mergers, Financial Structuring, Asset Management, Loans, Finance, Real Estate, Financial Analysis, Mergers & Acquisitions, Investment Properties, Underwriting, Acquisitions, Commercial Real Estate, Negotiation, Investor Relations, Equities, Disposition, Real Estate Development, Credit, Debt Restructuring, Strategy, Banking, Joint Ventures, Loan Origination, Restructuring, Real Estate Private..., Business Development, Business Planning, Commercial Mortgages, Mortgage Lending, Syndications, Derivatives, LBO, Analysis, Executive Management, Mezzanine

Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)

Virginia Polytechnic Institute and State University
B.S. Environmental Science & Engineering & B.S. Finance

Matthew Weiss Matthew Weiss Greater Chicago Area Details
Matthew Weiss's Cambridge Associates Experience January 2011 - July 2014
Job MBA Candidate at Kellogg School of Management
Industry Entertainment
Experience
Bose Corporation  June 2015 - August 2015
Cambridge Associates   January 2011 - July 2014
POPP risk GROUP   June 2010 - December 2010

Skills
Valuation, Asset Management, Alternative Investments, Financial Analysis, Financial Modeling, Investment Advisory, Investment Management, Investments, Private Equity, Hedge Funds, Bloomberg, Asset Allocation, Equities, Due Diligence

Education
Northwestern University - Kellogg School of Management   2014 — 2016
Master of Business Administration (MBA)

Cornell University   2006 — 2010
BA, Economics

Hanna Glickman Hanna Glickman Menlo Park, California Details
Hanna Glickman's Cambridge Associates Experience July 2014 - Present
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   July 2014 - Present
Sixth & I   August 2013 - May 2014
Fidelco Guide Dog Foundation  June 2011 - August 2013
American Federation of Teachers  February 2012 - March 2012
Student Peace Alliance   July 2010 - January 2012

Skills
Proficient in Hebrew, International Relations, Arabic, Policy Analysis, Research, Basic Arabic, Certified Scuba License, Editing, MS Office Suite on..., Ticketfly, Arcos, FactSet, Bloomberg, Adobe Acrobat

Education
Colby College   2009 — 2013
Global Studies concentration in the Middle East

University of Haifa   2011 — 2012

The Hebrew University   2010 — 2011

Danielle Reed Danielle Reed San Francisco Bay Area Details
Danielle Reed's Cambridge Associates Experience MBA InternOmidyar NetworkNovember 2014 - June 2015
Job Investment Director, Mission Related Investing at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   MBA InternOmidyar NetworkNovember 2014 - June 2015
Berkeley Haas   August 2013 - May 2015
Silicon Valley Social Venture Fund (SV2)   May 2014 - August 2014
Imprint Capital Advisors  February 2011 - July 2013
Hall Capital Partners LLC  August 2006 - February 2011

Education
Cornell University   2002 — 2006
B.A., Economics, Anthropology, Sociology

University of California, Berkeley, Haas School of Business

R. Bryden Nugent R. Bryden Nugent Greater Boston Area Details
R. Bryden Nugent's Cambridge Associates Experience July 2015 - Present
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   July 2015 - Present
Colby College  January 2013 - May 2015
Aflac  June 2014 - August 2014
Panasari AB   September 2013 - December 2013
New Hampshire Dry Stonewall Co.   June 2008 - August 2012

Skills
Customer Service, Research, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Social Media, Data Analysis, Community Outreach, Event Planning, Editing, Analysis, Teaching

Education
Colby College   2011 — 2015
Bachelor of Arts (BA), Economics with a concentration in Financial Markets, completed pre-med requirements, Senior

Kimball Union Academy   2007 — 2011

David Couse David Couse Dayton, Ohio Area Details
David Couse's Cambridge Associates Experience 2012 - 2014
Job REG Investment Advisor at Cambridge Investment Management
Industry Investment Management
Experience
Cambridge Place Investment Management  January 2013 - Present
Humana  2013 - Present
MWR Life  2015 - 2015
Cambridge Associates   2012 - 2014
PNC  March 2005 - October 2011
MIdwest Micro  February 2000 - June 2005
United States Air Force  January 1981 - April 2001

Skills
Soft skills expert. ..., Software, Hardware, Networking, Network Marketing, Police Officers, Veterans, Security, Nursing Education, Relationship..., Relation Management, Relationship-building..., Credit, Loans, Investments, Leadership, Customer Service, Relationship Development, Relationship Building, Insurance, Sales

Education
Wright State University   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General

Saint Leo University   1990 — 1993
Bachelor's degree, Human Resources Management/Personnel Administration, General, Cum DE LAW

Community College of the US Air Force   1992 — 1992
Associate of Arts and Sciences (AAS), Criminal Justice/Police Science

Saint Leo University   1989 — 1992
Bachelor's degree, Human Resources Management/Personnel Administration, General, 3.5 GPA

Alison Pinkerton Alison Pinkerton Greater Boston Area Details
Alison Pinkerton's Cambridge Associates Experience June 2015 - Present
Job Investment Associate Global Investment Research at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   June 2015 - Present
Covidien  May 2013 - August 2013
Let's Get Ready  January 2013 - May 2013
WNPR Connecticut Public Radio - NPR affiliate   December 2012 - January 2013
Stanley Black & Decker, Inc.   June 2012 - August 2012

Skills
SPSS, InDesign, Adobe Audition, ETO, PeopleSoft, Microsoft Office, Writing, Qualitative Research, Quantitative Research, Market Research, Copy Editing, Marketing, Marketing Communications, Nonprofits

Education
Tufts University   2012 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs

Tufts in Talloires   2014 — 2014

College of the Holy Cross   2011 — 2012

Ryan Lynch Ryan Lynch Washington D.C. Metro Area Details
Ryan Lynch's Cambridge Associates Experience July 2012 - September 2014
Job Analyst at The Rock Creek Group
Industry Financial Services
Experience
The Rock Creek Group  September 2014 - Present
Cambridge Associates   July 2012 - September 2014
Energi Insurance Services, Inc.   January 2012 - May 2012
John Hancock Funds, LLC  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Eviews, R, Econometrics, Community Outreach

Education
College of the Holy Cross   2008 — 2012
Bachelor of Arts, Economics and Mathematics

St. Sebastian's School   2003 — 2008

Matthew LaPaglia Matthew LaPaglia Boston, Massachusetts Details
Matthew LaPaglia's Cambridge Associates Experience July 2010 - June 2012
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  October 2012 - Present
Cambridge Associates   July 2010 - June 2012
Cambridge Associates   February 2008 - July 2010
State Street Bank  April 2007 - February 2008
State Street Bank  July 2004 - April 2007

Skills
Thomson Datastream, Dealogic, Microsoft Excel, Blomberg L.P., FactSet Research Systems, Barclays Point, BofA Merrill Lynch..., J.P. Morgan...

Education
Colby College   2000 — 2004
BA, Geology

Delbarton High School   1996 — 2000

Katie Dinneen (Roberts) Katie Dinneen (Roberts) Greenwich, Connecticut Details
Katie Dinneen (Roberts)'s Cambridge Associates Experience June 2008 - April 2010
Job Research Analyst at SKY Harbor Capital Management, LLC
Industry Investment Management
Experience
SKY Harbor Capital Management, LLC  July 2012 - July 2014
University of Virginia Darden School of Business  August 2010 - May 2012
AXA Investment Managers  June 2011 - August 2011
MacKay Shields  April 2010 - June 2010
Cambridge Associates   June 2008 - April 2010
Cambridge Associates   June 2006 - May 2008

Skills
Fixed Income, Bloomberg, Portfolio Management, Investments, Due Diligence, Bonds, Emerging Markets, Credit Analysis, Securities, Risk Management, High Yield, Credit

Education
University of Virginia - Darden Graduate School of Business Administration   2010 — 2012
MBA

Colby College   2002 — 2006
BA, Math, Business

The Pingry School   1996 — 2002
High School

Gillian Roach Gillian Roach Arlington, Virginia Details
Gillian Roach's Cambridge Associates Experience June 2012 - September 2014
Job Client Service Associate, Cartica Capital
Industry Financial Services
Experience
Cartica Capital  September 2014 - Present
Cambridge Associates   June 2012 - September 2014
Value U   June 2009 - January 2012
Clarkson University  2009 - 2012
Abercrombie & Fitch Co  May 2008 - December 2010
Dr Howard Terry   May 2008 - August 2008

Skills
Microsoft Office, Qualitative Research, Quantitative Research, Quantative Analysis, Research, Data Analysis, Statistics, Social Networking, Database Administration, Relationship-building..., Investment Vehicles

Education
Clarkson University   2010 — 2012
Masters of Science, Molecular Genetics, 4.0

Clarkson University   2006 — 2010
Bachelor of Science, Biology, Liberal Studies, 3.38

Michael Caruana Michael Caruana New York, New York Details
Michael Caruana's Cambridge Associates Experience July 2010 - July 2012
Job Manager, Management Science at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc.   June 2014 - Present
Wellington Management  June 2013 - August 2013
Cambridge Associates   July 2010 - July 2012
Cambridge Associates   July 2008 - June 2010
American Transit Insurance Company  June 2007 - August 2007

Skills
Excel, Quantitative Research, Mathematical Modeling, Microsoft Excel, Economics, Data Analysis, Equities, Quantitative Analytics, Research, Management, PowerPoint, Analytics, Strategy

Education
NYU Stern School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Management, and Finance

College of the Holy Cross   2004 — 2008
Bachelor of Arts, Mathematics, Economics

University of Melbourne   2006 — 2006
Study Abroad Program, Mathematics and Economics

Lisa Carpenter Lisa Carpenter San Francisco Bay Area Details
Lisa Carpenter's Cambridge Associates Experience 1998 - 2001
Job Senior Director, Strategy and Performance at Gap Inc.
Industry Apparel & Fashion
Experience
Gap Inc.  May 2013 - Present
Gap Inc.  August 2008 - April 2013
Gap Inc.  August 2006 - August 2008
The Boston Consulting Group  2003 - 2006
Cambridge Associates   1998 - 2001
Peace Corps  October 1995 - December 1997

Skills
Strategy, Business Strategy, Business Development, Leadership, Competitive Analysis, Strategic Planning, Retail, Marketing Strategy, E-commerce, Analytics, Cross-functional Team..., Social Media, Corporate Social...

Education
Stanford University Graduate School of Business   2001 — 2003
Master of Business Administration (MBA)

Colby College   1991 — 1995
Bachelor of Arts (BA), Sociology and Spanish

Katie Gatton Katie Gatton Greater Boston Area Details
Katie Gatton's Cambridge Associates Experience October 2007 - May 2014
Job Executive Assistant and Event Manager at Old Mutual Asset Management
Industry Financial Services
Experience
Old Mutual Asset Management  May 2014 - Present
Healthworks Fitness Centers for Women  October 2011 - Present
Cambridge Associates   October 2007 - May 2014
Cambridge Associates   January 2006 - October 2007
Sonesta Hotels  January 2005 - January 2006

Skills
Event Planning, Event Management, Corporate Events, Conferences, Meeting Planning, Social Media, Email Marketing, Social Media Marketing, Hospitality, Hospitality Industry, Hotels, Hospitality Management, Budgets

Education
Clark University   1999 — 2003
Bachelor of Arts (BA), Art History, Criticism and Conservation

Charlotte Hudnutt Pool Charlotte Hudnutt Pool Jacksonville, North Carolina Area Details
Charlotte Hudnutt Pool's Cambridge Associates Experience September 2013 - May 2014
Job Student Pursuing BSN/RN
Industry Hospital & Health Care
Experience
Dr. Harvey Jacobs - Psychologist / Certified Life Care Planner   December 2012 - Present
Birds On A Wire Events   May 2013 - Present
Cambridge Associates   September 2013 - May 2014
Stevenson Ridge   October 2013 - April 2014
Houlagan's Rest   May 2013 - September 2013
Jennings and Jennings   June 2007 - September 2013
Virginia Tech  August 2011 - January 2012
Logistics Management Resources, Inc.   May 2011 - July 2011
Dr. Gerardo Mendez-Picon, M.D.   December 2009 - August 2010

Skills
Research, Analysis, Customer Service, Editing, Writing, Leadership, International Relations, Fundraising, Office Management, Public Speaking, Event Planning, Data Analysis, Investment Operations, Data Entry

Education
Coastal Carolina Community College   2014 — 2015
N/A, Science

Virginia Tech   2010 — 2013
Bachelor of Arts (BA), Political Science

Preston Bailey School of Wedding and Event Design   2013 — 2013
Event Design Certification

James River High School   2006 — 2010
Advanced Diploma, Leadership and International Relations- Specialty Center, GPA: 4.0+

Katie (Knepley) Riester Katie (Knepley) Riester San Francisco Bay Area Details
Katie (Knepley) Riester's Cambridge Associates Experience July 2002 - March 2005
Job Director at SVB Capital
Industry Venture Capital & Private Equity
Experience
SVB Capital  April 2005 - Present
San Francisco Child Abuse Prevention Center  2005 - Present
SVB Foundation   2011 - Present
Cambridge Associates   July 2002 - March 2005

Skills
Financial Markets, Venture Capital, CRM, Financial Analysis, Financial Modeling, Due Diligence, Private Equity

Education
University of Pennsylvania - The Wharton School
MBA

Colby College
BA, Economics

Anna Cantrell Anna Cantrell Washington D.C. Metro Area Details
Anna Cantrell's Cambridge Associates Experience August 2015 - Present
Job Advisory Services Associate at Cambridge Associates
Industry International Affairs
Experience
Cambridge Associates   August 2015 - Present
HireStrategy  June 2014 - Present
Stantec, formerly SHW Group  May 2014 - May 2014
Triangle Char & Bar   July 2012 - February 2014
Benefitfocus  October 2013 - January 2014
Carolina Events   July 2012 - July 2013
Helping Children Worldwide   May 2011 - September 2011

Skills
Nonprofits, Event Management, International Relations, Fundraising, French, Microsoft Office, Public Speaking, Non-profits, Volunteer Management, International..., Government, Political Science, Microsoft Word, International Human..., Foreign Policy, North Africa/Middle..., Human Rights

Education
College of Charleston   2009 — 2013
Bachelor of Arts (BA), International Studies

Kyle Richards Kyle Richards Washington, District Of Columbia Details
Kyle Richards's Cambridge Associates Experience April 2011 - December 2013
Job Sales Associate at Weichert Realtors
Industry Real Estate
Experience
JMA Solutions  January 2014 - Present
Weichert Realtors  October 2013 - Present
Cambridge Associates   April 2011 - December 2013
Cambridge Associates   June 2010 - April 2011
Cambridge Associates   September 2009 - June 2010
Cambridge Associates   March 2008 - September 2009
Cambridge Associates   December 2007 - March 2008
Cambridge Associates   March 2007 - December 2007

Skills
Bloomberg, Client Services, Equities, Investments, Capital Markets, Investment Strategies, Financial Services, Investment Management, Hedge Funds

Education
College of the Holy Cross   2001 — 2005
Bachelor of Arts (B.A.), Economics

Matthew Gordon Matthew Gordon Greater New York City Area Details
Matthew Gordon's Cambridge Associates Experience July 2007 - June 2010
Job Director of Operations at Brooklyn Brewery
Industry Consumer Goods
Experience
Brooklyn Brewery  January 2013 - Present
BeerCrunch   June 2010 - January 2013
Cambridge Associates   July 2007 - June 2010

Skills
Financial Modeling, Competitive Analysis, Entrepreneurship, Business Strategy, Start-ups, Business Management

Education
Columbia University - Columbia Business School   2010 — 2012
Master of Business Administration (MBA)

Colgate University   2003 — 2007
BA, Economics

Peter C. Shively Peter C. Shively Hanover, New Hampshire Details
Peter C. Shively's Cambridge Associates Experience January 2011 - June 2013
Job Summer Associate at Bain & Company
Industry Financial Services
Experience
Bain & Company  June 2014 - August 2014
Cambridge Associates   January 2011 - June 2013
Cambridge Associates   January 2010 - January 2011
Cambridge Associates   July 2008 - January 2010

Skills
Private Equity, Alternative Investments, Fund Of Funds, Asset Allocation, Investments

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration

Colgate University   2004 — 2008
Bachelor of Arts, Major in Astronomy-Physics, Minor in Applied Mathematics

Magdalena Maria T. Magdalena Maria T. San Jose, California Details
Magdalena Maria T.'s Cambridge Associates Experience April 2008 - May 2012
Job Sr. Administrative Assistant at Intel Corporation
Industry Executive Office
Experience
Intel Corporation  August 2014 - Present
Intel Corporation / OnCue Verizon   August 2013 - Present
Morrison & Foerster LLP  June 2012 - July 2013
Cambridge Associates   April 2008 - May 2012
Franklin Templeton Investments  March 2007 - April 2008
Law Offices of Gray & Prouty   April 2005 - October 2006
Awender Chiropractic   October 2000 - April 2005

Skills
Administrative Work, Administrative..., Office Administration, Executive..., Administrative Functions, General Administrative..., Executive Level..., Administrative Office..., Human Resources, Human Resource..., Marketing, Events, Corporate Events, Events Coordination, Coordinating Events, Events Organisation, Managing Events, Invoice Processing, Expenses, Expense Management, Expense Reports, Expense Allocation, Meeting Planning, Meeting Scheduling, Leading Meetings, Business Meetings, Live Meeting, Organizing Meetings, Coordinate Meetings, Microsoft Office, Microsoft Excel, Microsoft Word, Spreadsheets, Office Management, Administrative..., Administration

Education
San Jose State University   2011 — 2013
Bachelor of Science (B.S.)

College of San Mateo   2008 — 2011
Associate of Science (A.S.)

Hillsdale High School

Wayne Jia Wayne Jia Greater Boston Area Details
Wayne Jia's Cambridge Associates Experience April 2011 - July 2013
Job Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge   August 2013 - Present
Cambridge Associates   April 2011 - July 2013
BNY Mellon  June 2007 - April 2011

Skills
Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Valuation, Fixed Income

Education
Clark University   2003 — 2007
B.A., Business Management/Entrepreneurship

United Nations International School   1999 — 2003

Giselle Leung Giselle Leung Greater New York City Area Details
Giselle Leung's Cambridge Associates Experience 1998 - 2000
Job Director at The Global Impact Investing Network
Industry International Trade and Development
Experience
The Global Impact Investing Network  March 2015 - Present
Global Impact Investing Network   July 2013 - March 2015
Global Impact Investing Network   January 2010 - June 2013
Enterprise Solutions to Poverty  July 2008 - December 2009
REDF  June 2007 - August 2007
Citigroup  June 2006 - August 2006
House International Relations Committee - Western Hemisphere Subcommittee   January 2005 - May 2005
Peace Corps - Panama  September 2002 - January 2005
Braun Consulting  June 2000 - August 2002
Cambridge Associates   1998 - 2000

Skills
Social Entrepreneurship, Social Enterprise, Start-ups, International..., Entrepreneurship, Emerging Markets, Business Strategy, Nonprofits, Non-profits, Strategic Partnerships, Microfinance, Program Management, Strategy, Business Development, Private Equity

Education
Columbia University - Columbia Business School
MBA, Management, Social Enterprise

Columbia University - School of International and Public Affairs
Master of International Affairs, International Economic Policy

Harvard University
BA, Psychology

John Shea John Shea Greater New York City Area Details
John Shea's Cambridge Associates Experience July 2005 - August 2009
Job Portfolio Manager at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC  October 2014 - Present
Hamilton Lane  August 2011 - October 2014
Beyond Capital Fund  April 2012 - March 2013
Graham Partners  June 2011 - August 2011
Tuck School of Business at Dartmouth College  September 2009 - May 2011
Cambridge Associates   July 2005 - August 2009
Offit Hall Capital Management  April 2003 - June 2005

Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Investments, Fund Selection

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2009 — 2011
MBA

Colby College   1998 — 2002
Bachelor of Arts, Government

Tim Shaughnessy Tim Shaughnessy Boston, Massachusetts Details
Tim Shaughnessy's Cambridge Associates Experience 2014 - Present
Job Manager, Financial Planning and Analysis at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   2014 - Present
Cambridge Associates   2012 - 2014
GE  2011 - 2012
Northrop Grumman Corporation  2008 - 2011

Skills
Forecasting, Financial Analysis, Leadership, Management, Financial Modeling, Strategic Financial..., Financial Reporting, Hyperion Planning, Corporate Finance, Global Compensation, Equity Valuation, Capital Budgeting, Cash Management, Enterprise Valuation, Global Strategy, Project Management, Foreign Exchange Risk..., Corporate Budgeting, Capital Project Planning, Employee Stock Options, Executive Presentations, ERP Implementations, Cash Flow Forecasting, Profit Maximization, Analysis, Mergers & Acquisitions, Finance, Strategy, Microsoft Office, Customer Service, Microsoft Excel, Financial Planning

Education
Cornell University - Johnson Graduate School of Management   2014 — 2015
Executive Management Program

Liberty University   2009 — 2013
Master of Business Administration (MBA), Management

European Institute of Business   2007 — 2008
EU Resident Scholar Program, Monetary Integration & Economics

Christopher Newport University   2005 — 2009
BSBA, Finance, Global Leadership Studies

Douglas A. Neimann Douglas A. Neimann Minneapolis, Minnesota Details
Douglas A. Neimann's Cambridge Associates Experience 1998 - 2002
Job President & Chief Investment Officer Okabena Investment Services
Industry Financial Services
Experience
Okabena Investment Services   July 2002 - Present
Cambridge Associates   1998 - 2002
PanAgora Asset Management  1998 - 1998
Brown Borthers Harriman   1997 - 1998

Skills
Asset Allocation, Hedge Funds, Private Equity, Natural Resources, Equities, Fixed Income, Futures, Manager Selection, Board of Director..., Risk Management, Management, Investments, Portfolio Management, Valuation, Alternative Investments, Board of Directors, Investment Advisory, Investment Management, Investment Strategies, Venture Capital, Asset Management, Investment Banking

Education
University of Minnesota - Carlson School of Management   2004 — 2006
MBA

Connecticut College   1993 — 1997
BA

The Blake School   1989 — 1993

Lotus Mind+Body Spa Lotus Mind+Body Spa Greater Boston Area Details
Lotus Mind+Body Spa's Cambridge Associates Experience 1989 - 1994
Job Owner, Lotus Mind+Body Spa
Industry Health, Wellness and Fitness
Experience
Lotus Mind+Body Spa   May 2007 - Present
Cambridge Associates   1989 - 1994

Skills
Therapeutic Massage, Skin Care, Spa, Waxing, Eyelash Extensions, Acupuncture

Education
Columbia University - Columbia Business School   1994 — 1995
MBA

Manhattanville College

Manhattanville College

Manhattanville College

Manhattanville College

Ashley Emerson Ashley Emerson Greater Boston Area Details
Ashley Emerson's Cambridge Associates Experience July 2001 - August 2003
Job Director of the Bureau of Relocation at the Massachusetts Department of Housing and Community Development
Industry Architecture & Planning
Experience
Massachusetts Department of Housing and Community Development  September 2010 - Present
Columbia University  January 2007 - September 2010
GreenbergFarrow  May 2005 - January 2007
Cambridge Associates   July 2001 - August 2003

Skills
Urban Planning, Public Policy, Zoning, Policy Analysis, Grant Writing, Community Outreach, Community Development, Nonprofits, Economic Development, Land Use Planning, Public Speaking, Land Use

Education
Columbia University - Graduate School of Architecture, Planning and Preservation   2010 — 2010
Affordable Housing Finance

University of Colorado Denver   2003 — 2005
MA, Dual Degree in Urban Planning and Public Affairs

Denison University   1996 — 2000
BA, History

Margaret Cronin Margaret Cronin Washington D.C. Metro Area Details
Margaret Cronin's Cambridge Associates Experience June 2011 - Present
Job Investment Performance Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   June 2011 - Present
Haverford College  September 2009 - May 2011
Haverford College  September 2008 - May 2011
The Conference Board  June 2010 - August 2010
Vishay  May 2009 - July 2009
Presentation Testing, Inc.   December 2008 - January 2009
Laurel Hill Advisory Group, LLC   June 2008 - August 2008

Education
Haverford College   2007 — 2011
BA, Economics, Philosophy

Haverford College   2007 — 2011

Lindenhurst High School   2003 — 2007
HS diploma

Columbia University in the City of New York   2006 — 2006
None, Business, Finance, and Economics

Jonathan Burt Jonathan Burt Greater Boston Area Details
Jonathan Burt's Cambridge Associates Experience November 1998 - June 2010
Job Vice President, Information Technology
Industry Computer Software
Experience
Vinfen  March 2014 - Present
Vision Government Solutions Inc.  March 2013 - February 2014
LoJack Corporation  April 2011 - January 2013
Thomson Reuters  June 2010 - April 2011
Cambridge Associates   November 1998 - June 2010
Schooner Ernestina Commission   April 1996 - June 1998
Class Afloat - Concordia   1995 - 1996

Skills
IT Management, IT Strategy, IT Operations, IT Service Management, ITIL, Change Management, Governance, Business Operations, Software Development..., IT Governance, Vendor Relations, Business Analysis, Operations Management, Business Process..., CRM, Outsourcing, Enterprise Software, Cloud Computing, SaaS, Team Management, Program Management, Customer Service, Customer Support, Management, Vendor Management, Project Management, Information Technology, Process Improvement, Strategic Planning

Education
Belmont Hill School
High School Diploma

Connecticut College
Bachelor of Arts, Economics

Felix Baldauf-Lenschen Felix Baldauf-Lenschen San Francisco Bay Area Details
Felix Baldauf-Lenschen's Cambridge Associates Experience July 2015 - Present
Job Investment Research Associate | Cambridge Associates
Industry Venture Capital & Private Equity
Experience
Cambridge Associates   July 2015 - Present
KPMG  July 2014 - July 2015

Education
Colby College   2010 — 2014
Bachelor's Degree, Economics (Financial Markets), Business

Zurich International School   2006 — 2010
High School

Audrey Hoiles Audrey Hoiles Cambridge, Massachusetts Details
Audrey Hoiles's Cambridge Associates Experience January 2014 - Present
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
Cambridge Associates   January 2014 - Present
Cambridge Associates   July 2013 - December 2013
Cambridge Associates   July 2011 - July 2013
Forbes Magazine  June 2010 - August 2010
China Economic Review  February 2010 - June 2010

Skills
Economics, Research, Alternative Investments, Data Analysis, Hedge Funds, Asset Allocation, Mandarin, Quantitative Analytics, Financial Analysis, Microsoft Excel, Capital IQ, Social Media, Microsoft Office, PowerPoint, Equities, Valuation, Fixed Income, Stata, Financial Modeling

Education
Colgate University   2007 — 2011
Bachelor's Degree, Economics

Donghua University   2010 — 2010

Doug Carlson Doug Carlson Menlo Park, California Details
Doug Carlson's Cambridge Associates Experience April 1991 - Present
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   April 1991 - Present
Oracle Corporation  1989 - 1991
Syntex Corporation  1984 - 1989

Skills
Investment Advisory, Investment Strategies, Alternative Investments, Corporate Finance

Education
Stanford University Graduate School of Business   1979 — 1981
Master of Business Administration (MBA), Finance, General

Colgate University   1970 — 1974
Bachelor of Arts (BA), International Relations and Affairs

James Brennan James Brennan Boston, Massachusetts Details
James Brennan's Cambridge Associates Experience July 2010 - July 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  2015 - Present
The Parthenon Group  June 2014 - August 2014
Cambridge Associates   July 2010 - July 2013
Cambridge Associates   June 2009 - August 2009
OppenheimerFunds  June 2008 - August 2008
Kaye Scholer LLP  May 2007 - July 2007

Skills
Alternative Investments, Private Equity, Asset Allocation, Hedge Funds, Financial Modeling, Valuation, Asset Management, Investment Strategies, Investment Management, Portfolio Management, Equities, Due Diligence, Fixed Income, Investments, Economics, Venture Capital, Capital Markets

Education
The Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (M.B.A.)

Cornell University   2006 — 2010
BA, Chemistry and Economics

The Lawrenceville School   2002 — 2005
Diploma

Elizabeth Kosta Elizabeth Kosta Ithaca, New York Details
Elizabeth Kosta's Cambridge Associates Experience October 2013 - July 2015
Job Cornell Johnson MBA Candidate | Forte Fellow | Marketing Focus | Data Analytics & Leadership Experience
Industry Consumer Goods
Experience
Cambridge Associates   October 2013 - July 2015
Cambridge Associates   January 2013 - October 2013
Cambridge Associates   June 2011 - January 2013

Skills
PowerPoint, Leadership, Research, Data Analysis, Microsoft Office, Public Speaking, Project Management, Microsoft Excel, Process Improvement

Education
Cornell University - Johnson Graduate School of Management   2015 — 2017
Master of Business Administration (MBA), Marketing

Dickinson College   2007 — 2011
BA, Economics

Sam Li Sam Li New York, New York Details
Sam Li's Cambridge Associates Experience June 2009 - August 2009
Job MBA Candidate at Harvard Busines School
Industry Internet
Experience
Google  November 2013 - August 2015
Goldman Sachs  July 2011 - November 2013
Goldman Sachs  June 2010 - August 2010
Cambridge Associates   June 2009 - August 2009
CALYON (Crédit Agricole Group)   June 2008 - August 2008

Skills
Computer Science, Databases, C#, Educational Technology, Hibernate, DB2, Enterprise Software, Java Enterprise Edition, Economics, Applied Mathematics, Statistics, Financial Technology, Python, C++, Spring, Java, SQL

Education
Harvard Business School   2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

Columbia University in the City of New York   2012 — 2014
Master of Science (Part Time), Operations Research

University of Virginia   2007 — 2011
Bachelor of Science, Computer Science, Economics, Applied Math

Mark Griffin, CFA Mark Griffin, CFA Nashville, Tennessee Details
Mark Griffin, CFA's Cambridge Associates Experience 1995 - 1997
Job VP of Financial Planning and Analysis at SpecialtyCare
Industry Hospital & Health Care
Experience
SpecialtyCare  August 2015 - Present
Airvel   April 2015 - Present
Emdeon  March 2013 - April 2015
Santa Barbara Asset Management  April 2006 - February 2013
Alcoa  2002 - 2006
Morgan Stanley  1997 - 2000
Cambridge Associates   1995 - 1997

Skills
Financial Analysis, Financial Modeling, Valuation, Capital Budgeting, Investment Management, Investments, Equities, Healthcare Information..., Team Leadership, Business Intelligence, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Portfolio Management, Mergers & Acquisitions, Private Equity, Equity Research, Financial Planning

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA, Finance

Colby College   1993 — 1995
BA, Economics

U.C. Berkeley   1991 — 1993
Economics

San Francisco University High School   1987 — 1991

Vishal Grover Vishal Grover Greater New York City Area Details
Vishal Grover's Cambridge Associates Experience 2001 - 2005
Job Senior Finance Manager at Betterment
Industry Financial Services
Experience
Betterment  March 2015 - Present
TIAA-CREF  July 2013 - March 2015
TIAA-CREF  March 2012 - July 2013
BTS  September 2009 - December 2011
Pixily   2008 - 2008
Schooner Capital  2005 - 2007
Cambridge Associates   2001 - 2005

Skills
Financial Modeling, Investments, Business Strategy, Due Diligence, Strategy, Asset Management, Management Consulting, Leadership, Equities, Financial Analysis, Valuation, Mergers & Acquisitions, Emerging Markets, Corporate Finance, Private Equity, Management, Strategic Planning, Portfolio Management, Team Leadership

Education
Columbia University - Columbia Business School   2007 — 2009
Master of Business Administration (MBA)

Harvard University   1997 — 2001
BA, Psychology

Cameron Copeland Cameron Copeland San Francisco Bay Area Details
Cameron Copeland's Cambridge Associates Experience June 2015 - Present
Job Summer Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   June 2015 - Present
Colby College  January 2013 - Present
Longhorn Steakhouse  June 2014 - April 2015
Colby College  January 2013 - March 2014

Skills
Team Leadership, Team Management, Driven By Results, Leadership, Thrive in A Fast-paced..., Challenge Driven, Teamwork, Customer Service, Public Speaking, French, Customer Satisfaction, Open-mindedness

Education
Colby College   2012 — 2016
International Relations & Foreign Policy, Managerial Economics

Monmouth Academy   2008 — 2012

Bill Ketelhut, CFA Bill Ketelhut, CFA New York, New York Details
Bill Ketelhut, CFA's Cambridge Associates Experience September 2010 - May 2015
Job MBA Candidate and Roy H. Park Leadership Fellow at Cornell Johnson School of Management
Industry Financial Services
Experience
Carlson Capital, L.P.   May 2015 - July 2015
Cambridge Associates   September 2010 - May 2015
Cambridge Associates   January 2009 - August 2010
Cambridge Associates   June 2007 - December 2008

Skills
Equities, Financial Modeling, Valuation, Fixed Income, Investment Strategies, Hedge Funds, Alternative Investments, Investments, Due Diligence, Asset Allocation, Portfolio Management, Investment Management, Analytics, Quantitative Analytics, Equity Research, Bloomberg

Education
Cornell University - Johnson Graduate School of Management   2015 — 2017
Master of Business Administration (MBA)

University of Delaware   2003 — 2007
B.S., Economics

Christopher Barrand Christopher Barrand New York, New York Details
Christopher Barrand's Cambridge Associates Experience June 2012 - January 2015
Job Investment Banking Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities  January 2015 - Present
Cambridge Associates   June 2012 - January 2015
Colby College Economics Department   September 2011 - May 2012
Brown Brothers Harriman  June 2011 - August 2011
Gray Associates, Inc.   January 2011 - February 2011
Vector Marketing  June 2008 - August 2009

Skills
Investments, Research, Data Analysis, Analysis, Public Speaking, Investment Management, Investment Strategies, Investment Advisory, Direct Sales, Risk Management

Education
Colby College   2008 — 2012
BS, Economics

Governor's Academy   2004 — 2008
Diploma

Douglas Baillie Douglas Baillie New York, New York Details
Douglas Baillie's Cambridge Associates Experience June 2010 - May 2014
Job Capital Markets Analyst at JLL
Industry Real Estate
Experience
JLL  August 2015 - Present
SL Green Realty Corp.  January 2015 - May 2015
Columbia University Graduate School of Architecture, Planning & Preservation   August 2014 - May 2015
Cambridge Associates   June 2010 - May 2014
Morgan Stanley Smith Barney  January 2009 - July 2009

Skills
Private Equity, Due Diligence, Real Estate, Real Estate Development, Valuation, Argus Modeling, Investments, Real Estate Private..., Microsoft Excel, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management

Education
Columbia University - Graduate School of Architecture, Planning and Preservation   2014 — 2015
Master's Degree, Real Estate Development

Trinity College-Hartford   2006 — 2010
B.A., Economics

Saint Stephen's Episcopal School   2002 — 2006

Elizabeth Gulliver Elizabeth Gulliver Greater New York City Area Details
Elizabeth Gulliver's Cambridge Associates Experience 2008 - 2011
Job Financial Management Associate (FMA) at Citi
Industry Venture Capital & Private Equity
Experience
Citi  August 2013 - Present
Columbia Business School  September 2011 - May 2013
Ascend Global Investments, LLC   August 2012 - December 2012
CicekSepeti.com   May 2012 - August 2012
Neon Liberty Capital Management  January 2012 - April 2012
Cambridge Associates   2008 - 2011
Cambridge Associates   2007 - 2007
Mahindra & Mahindra  2007 - 2007
Clinton Foundation  2006 - 2006

Skills
Private Equity, Due Diligence, Financial Modeling, Investments, Analysis, Program Management, Venture Capital, Management Consulting, Emerging Markets, Entrepreneurship, Competitive Analysis, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Strategy

Education
Columbia University - Columbia Business School   2011 — 2013
MBA, Entrepreneurship/Venture Capital/Private Equity

Yale University   2004 — 2008
B.A., Political Science

Anelise Hohl Anelise Hohl Boston, Massachusetts Details
Anelise Hohl's Cambridge Associates Experience July 2015 - Present
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   July 2015 - Present
Peggotty Investment Club   January 2013 - May 2015
Brook Venture Partners  May 2014 - August 2014
Chez Shell Boutique   May 2013 - August 2013
UBS Wealth Management  May 2012 - August 2012
UBS Wealth Management  May 2011 - August 2011
Angel Heart Cakes   May 2011 - May 2011

Skills
Time Management, Valuation, Leadership, Teamwork, Deal Sourcing, Due Diligence, Market Research, Competitive Analysis, Social Media, Logical Thinker, Microsoft Office

Education
Connecticut College   2011 — 2015
Bachelor's Degree, Economics and Government

Menlo School

Hillview Middle School

Chris Parker, CFA Chris Parker, CFA Greater Boston Area Details
Chris Parker, CFA's Cambridge Associates Experience August 2011 - Present
Job Senior Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   August 2011 - Present
Yale School of Management  August 2009 - August 2011
Smithsonian Institution National Museum of Natural History  August 2007 - August 2009
PrepMatters, Inc.   September 2005 - August 2009
Smithsonian Institution  August 2005 - August 2007
National Lampoon Radio & Comedy Express TV   January 2005 - August 2005
Christopher Parker   September 2000 - August 2005

Skills
Nonprofits, Theatre, Financial Modeling, Data Analysis, Valuation, Economics, Financial Analysis, Research, Private Equity, Due Diligence, Project Management, Hedge Funds, Analysis, Investments, Competitive Analysis, Venture Capital, Equities

Education
Yale University - Yale School of Management   2009 — 2011
MBA

Columbia University in the City of New York   2000 — 2005
BA, English, Mathematics Concentration

The Key School
High School

Janet Wan, CFP® Janet Wan, CFP® San Francisco Bay Area Details
Janet Wan, CFP®'s Cambridge Associates Experience 1996 - 1998
Job President at Sierra Pacific Financial Advisors LLC, Feeonly financial planning, RSUs planning & Asset management
Industry Investment Management
Experience
Sierra Pacific Financial Advisors, LLC   2004 - Present
Freed & Myers Wealth Management, Inc.   1998 - 2004
Cambridge Associates   1996 - 1998

Education
University of Maryland College Park
BS, Finance, International Business

College for Financial Planning
CFP Professional Education Program

India Mullady India Mullady San Francisco, California Details
India Mullady's Cambridge Associates Experience June 2010 - August 2010
Job Manager, Customer Operations (Global) at Anaplan
Industry Management Consulting
Experience
Anaplan  September 2015 - Present
Anaplan  February 2015 - Present
Anaplan  August 2014 - Present
Deloitte Consulting  May 2011 - August 2014
Scripps College  April 2010 - May 2011
Scripps College  August 2008 - May 2011
Cambridge Associates   June 2010 - August 2010
Scripps College Residential Life   April 2009 - May 2010
Challah for Hunger  January 2008 - May 2010
Prasika Energetica and CVUT   June 2009 - July 2009

Skills
Leadership, Fundraising, Microsoft Excel, Microsoft Word, Visio, Business Planning, Helping Clients Succeed, Client Interfacing..., Team-oriented, Public Speaking, Spanish, Recruiting, Budgets, Strategy, Research, Financial Analysis, PowerPoint, Teamwork, Finance, Data Analysis, Economics, Financial Modeling

Education
Scripps College   2007 — 2011
Bachelor of Arts, Economics Minor:Hispanic Studies, 3.67

Claremont McKenna College   2009 — 2011
Scholar Designation, Robert Day Scholar

John Sluder John Sluder Washington, District Of Columbia Details
John Sluder's Cambridge Associates Experience February 2015 - Present
Job Junior Investment Operations Associate at Cambridge Associates
Industry Government Relations
Experience
Cambridge Associates   February 2015 - Present
Dewey Square Group  September 2014 - December 2014
Council on Competitiveness  May 2013 - August 2013
Attorney General of Massachusetts   May 2012 - August 2012
Massachusetts Export Center  June 2011 - August 2011
Sel de la Terre  June 2011 - August 2011

Skills
International Relations, European politics, Economics, International Economics, American Politics, Spanish, French, Economic Research, Political Research, Market Research, Microsoft Office, Customer Service, Legal Assistance, Legal Research, Legal Documents, Legal Compliance

Education
Connecticut College   2010 — 2014
Bachelor of Arts (BA), International Relations and Affairs, Economics

St. Mark's School   2006 — 2010
High School Diploma

Jaymie Petersen Jaymie Petersen Washington D.C. Metro Area Details
Jaymie Petersen's Cambridge Associates Experience November 2012 - Present
Job Associate
Industry Financial Services
Experience
Cambridge Associates   November 2012 - Present
MCRA  April 2010 - September 2012
Certified Financial Planners Board of Standards, Inc.   April 2006 - June 2008

Skills
Medical Devices, FDA, Clinical Research, Regulatory Affairs, Clinical Trials, Healthcare, Orthopedic, Research, Health Insurance, Public Policy, Data Analysis, Strategic Planning, Policy Analysis, Nonprofits, Business Strategy, Training

Education
University of the District of Columbia   2011 — 2012
Bachelor of Arts (B.A.), Political Science and Government

Colorado State University-Pueblo   2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Max H. Esteves Max H. Esteves Boston, Massachusetts Details
Max H. Esteves's Cambridge Associates Experience July 2014 - Present
Job Associate Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   July 2014 - Present
Cambridge Associates   January 2014 - Present
Cambridge Associates   January 2014 - June 2014
Cambridge Associates   June 2012 - December 2013
US Securities and Exchange Commission  July 2011 - August 2011
Lazard Asset Management  June 2010 - August 2010
Genovese Joblove & Battista, P.A.   May 2009 - August 2009
Ford & Harrison LLP  June 2008 - August 2008
Whip 'n Dip Ice Cream Shoppe   August 2006 - August 2008

Skills
Economics, Financial Modeling, Valuation, Research, Hedge Funds, Asset Management, Finance, Financial Services, Investment Advisory, Investment Consulting, Marketing, Client Service, Pension Funds, Endowments, Liability Driven..., Private Equity, Venture Capital, Credit, Derivatives, Legal Research

Education
Columbia University in the City of New York
BA

University of Oxford   2010 — 2011

Gulliver Preparatory School   2006 — 2008
International Baccalaureate Bilingual Diploma

Jason Schlundt Jason Schlundt Boston, Massachusetts Details
Jason Schlundt's Cambridge Associates Experience January 2015 - Present
Job Investment Associate at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   January 2015 - Present
Loomis, Sayles & Company   November 2013 - December 2014
Brown Brothers Harriman  July 2011 - October 2013
Chestnut Hill Realty  June 2009 - August 2010

Skills
Fixed Income, Investments, Mutual Funds, Financial Analysis, Bloomberg, Strategy, Derivatives, Equities, Structured Products, Sales

Education
Colby College   2007 — 2011
BA, Economics, Administrative Science

Buckingham Browne & Nichols   2003 — 2007

Ben McKelvey Ben McKelvey Cleveland, Ohio Details
Ben McKelvey's Cambridge Associates Experience 2006 - 2007
Job Associate at Thompson Hine
Industry Law Practice
Experience
Thompson Hine  December 2012 - Present
Call & Jensen  May 2011 - August 2011
District Attorney's Office for Metropolitan Nashville   May 2010 - August 2010
National Trust for Historic Preservation  2007 - 2009
Cambridge Associates   2006 - 2007

Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Intellectual Property, Securities Regulation, Commercial Litigation, Appeals, Criminal Law, Courts, Research, Due Diligence, Non-profits, Nonprofits, Public Policy

Education
Vanderbilt University Law School   2009 — 2012
JD, Law

Cornell University   2002 — 2006
BA, Philosophy

University School   1998 — 2002

Trip Smith Trip Smith Greater Boston Area Details
Trip Smith's Cambridge Associates Experience January 2015 - Present
Job Associate Investment Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   January 2015 - Present
Cambridge Associates   December 2013 - December 2014
Cambridge Associates   July 2012 - December 2013
Clough Capital Partners, L.P.   June 2011 - August 2011
Commonwealth Financial Network  July 2010 - August 2010
Earthwatch Institute  May 2009 - August 2009

Skills
Financial Modeling, Microsoft Office, Data Analysis

Education
Colby College   2008 — 2012
Bachelor of Arts (BA), Economics

Emily Toto Emily Toto Boston, Massachusetts Details
Emily Toto's Cambridge Associates Experience July 2007 - July 2012
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  July 2014 - Present
The Boston Consulting Group  June 2013 - August 2013
Cambridge Associates   July 2007 - July 2012

Education
Wharton School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Strategic Management

College of the Holy Cross   2003 — 2007
Bachelors, Psychology, Economics

Katie St. George Katie St. George Boston, Massachusetts Details
Katie St. George's Cambridge Associates Experience January 2015 - Present
Job Client Service Analyst, Benchmark Services at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   January 2015 - Present
Cambridge Associates   September 2012 - December 2014
ZurickDavis Executive Search in Health Care  June 2012 - August 2012
Corinthian Yacht Club  June 2011 - August 2011

Skills
Microsoft Office, Cpr Certified, First Aid, French, Research, Writing Skills, Group Presentations, Project Management, Marketing, Economics, Data Analysis, PowerPoint, Editing, Microsoft Excel, SPSS, Analysis

Education
Connecticut College   2008 — 2012
Bachelor of Arts (B.A.), Economics

Milton Academy   2004 — 2008
High School Degree

Geoff Bennett, CFA Geoff Bennett, CFA Charleston, South Carolina Area Details
Geoff Bennett, CFA's Cambridge Associates Experience July 1998 - May 2001
Job Owner at Charleston Charter Fishing
Industry Leisure, Travel & Tourism
Experience
Charleston Charter Fishing   January 2009 - Present
Wave Management Company, LLC   April 2005 - December 2008
Delaware Investments  September 2002 - August 2004
Abt Associates  August 2001 - June 2002
Cambridge Associates   July 1998 - May 2001

Skills
Marketing Strategy, Social Media, Public Speaking, Strategic Planning, Public Relations, Social Media Marketing, Marketing, Small Business, Marketing Communications, Strategy, Email Marketing, Business Strategy, Start-ups, New Business Development, Entrepreneurship, Sales, Investments, Management, Customer Service

Education
Colby College   1994 — 1998
BA, Economics, Classics

Caroline Lodewick Caroline Lodewick Washington, District Of Columbia Details
Caroline Lodewick's Cambridge Associates Experience May 2014 - Present
Job Investment Operations Associate at Cambridge Associates
Industry Marketing and Advertising
Experience
Cambridge Associates   May 2014 - Present
Levo League  November 2013 - Present
Tax Analysts  November 2012 - April 2014
Romney for President  August 2012 - November 2012
CRAFT Media/Digital  June 2011 - September 2011
The Washington Ballet  September 2010 - December 2010
Global Entertainment Management   May 2009 - August 2009

Skills
Facebook, Marketing Strategy, Social Media, Marketing, Spanish, Social Media Marketing, Marketing Communications, Social Networking

Education
The George Washington University - School of Business   2008 — 2012
B.B.A, Marketing and International Business, Presidential Academic Scholarship

Copenhagen Business School   2011 — 2011

Wilton High School   2004 — 2008

Tyler Wolf Tyler Wolf San Francisco Bay Area Details
Tyler Wolf's Cambridge Associates Experience June 2005 - June 2006
Job Global Mobile Sales & Strategy Manager at Google
Industry Internet
Experience
Google  June 2006 - Present
Cambridge Associates   June 2005 - June 2006

Skills
Financial Modeling, Business Strategy, New Business Development, Business Analysis, SQL, Mobile Advertising, Mobile Applications, Monetization, Mobile Devices, Cross-functional Team..., Strategy, Analytics, Strategic Partnerships, Start-ups, Online Advertising, Entrepreneurship, Management, Product Management, Financial Analysis, Analysis

Education
Claremont McKenna College
BA, Economics

Madeline Dufour Madeline Dufour Greater Boston Area Details
Madeline Dufour's Cambridge Associates Experience July 2010 - August 2011
Job MBA Candidate at the Tuck School of Business
Industry Financial Services
Experience
Bain Capital  August 2011 - July 2015
Cambridge Associates   July 2010 - August 2011
BCMS Corporate  June 2009 - August 2009

Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Bloomberg, Alternative Investments, Asset Management, Equities, Financial Analysis, Data Analysis, Portfolio Management, Corporate Finance, Economics, Fixed Income

Education
The Tuck School of Business at Dartmouth   2015 — 2017
Master of Business Administration (MBA)

Colby College   2006 — 2010
BA, Economics, Administrative Science

London School of Economics and Political Science   2008 — 2008
Economics

Yuhgo Yamaguchi Yuhgo Yamaguchi Greater Boston Area Details
Yuhgo Yamaguchi's Cambridge Associates Experience 1998 - 1999
Job Principal Design Strategist, Continuum
Industry Design
Experience
Design Continuum  2006 - Present
Continuum  2006 - Present
Philips  2012 - 2014
Health 2.0 NYC, Medstartr, Smart Design   May 2013 - May 2013
Insight Product Development  2004 - 2006
Emergence LLC   2001 - 2004
Salamander Restaurant   2001 - 2001
Mainspring  1999 - 2001
Cambridge Associates   1998 - 1999
Smith Barney Asset Management  1995 - 1998

Skills
Innovation, Ethnography, Consumer Insights, Service Design, Business Model..., Business Strategy, Client Engagement, Project Management, Customer Insight, Design Thinking, Consumer Product Testing, User Experience, Design Strategy, Product Innovation, Experience Design, User-centered Design, Strategy, Qualitative Research, Innovation Consulting, Customer Engagement, User Research, Creative Direction, Concept Generation

Education
Colby College
BA, Economics, Japanese

Joshua Kernan Joshua Kernan Boston, Massachusetts Details
Joshua Kernan's Cambridge Associates Experience July 2014 - July 2015
Job MBA Candidate, Tuck School of Business at Dartmouth
Industry Investment Management
Experience
Cambridge Associates   July 2014 - July 2015
Cambridge Associates   June 2013 - July 2014
Cambridge Associates   June 2012 - June 2013
Cambridge Associates   July 2010 - July 2012
Superfund Asset Management  May 2009 - September 2009

Skills
Managerial Skills, Financial Modeling, Hedge Funds, Private Equity, Asset Management, Asset Allocation, Manager Selection, Revenue Analysis

Education
The Tuck School of Business at Dartmouth   2015 — 2017

Colby College   2007 — 2010
BA, Major - Economics; Minor - Administrative Science

University of Otago   2009 — 2009

Graham Lincoln Graham Lincoln Greater Boston Area Details
Graham Lincoln's Cambridge Associates Experience September 2006 - January 2009
Job Corporate Development Account Manager at Humedica
Industry Financial Services
Experience
Humedica  June 2013 - Present
Tuck School of Business at Dartmouth College  August 2011 - June 2013
Constant Contact  June 2012 - August 2012
Gemvara  June 2011 - August 2011
Fisher Lynch Capital  March 2009 - June 2011
Cambridge Associates   September 2006 - January 2009

Skills
Strategy, Product Development, Entrepreneurship, Payments, Financial Modeling, Venture Capital, Valuation, Due Diligence, Financial Analysis, Private Equity, Investments, Alternative Investments, Corporate Finance, Equities, Portfolio Management, Capital Markets, Business Development, Strategic Planning, Mergers & Acquisitions, Business Strategy

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2013
MBA, General Managment

Connecticut College   2002 — 2006
BA, Government, American Studies

Bill Rietz Bill Rietz Greater Los Angeles Area Details
Bill Rietz's Cambridge Associates Experience 1998 - 2003
Job Vice President, Product Management
Industry Internet
Experience
Sage  November 2012 - Present
YP  April 2011 - November 2012
AT&T Interactive  April 2008 - April 2011
Yahoo!  June 2006 - 2008
Yahoo!  October 2005 - June 2006
Allergan Pharmaceuticals  2004 - 2004
Cambridge Associates   1998 - 2003

Skills
Product Management, Product Marketing, Business Strategy, Business Development, Pricing, Return on Investment, Finance, SEM, Online Advertising, Analytics, Strategic Partnerships, Mobile Advertising, Monetization, Competitive Analysis, Digital Marketing, Mobile Marketing, Go-to-market Strategy, Web Analytics, Digital Strategy, Digital Media, Online Marketing, SEO, Cross-functional Team..., Search Advertising, Lead Generation, Product Development, Mobile Devices, Marketing

Education
University of Southern California - Marshall School of Business   2003 — 2005
MBA, Marketing

Colgate University   1994 — 1998
Bachelor of Arts, International Relations and Affairs

Colgate University   1994 — 1998
Bachelor’s Degree, German Language and Literature

Joe Dalton Joe Dalton Boston, Massachusetts Details
Joe Dalton's Cambridge Associates Experience January 2008 - July 2009
Job Consultant at The Boston Consulting Group
Industry Internet
Experience
The Boston Consulting Group  September 2015 - Present
Wayfair  August 2013 - June 2015
Wayfair  July 2011 - July 2013
Apple Inc.  June 2010 - August 2010
Cambridge Associates   January 2008 - July 2009
Cambridge Associates   July 2005 - January 2008

Education
Yale University - Yale School of Management   2009 — 2011
MBA, Strategy & Finance

College of the Holy Cross   2001 — 2005
BA, Economics & Philosophy, Cum Laude

University of Oxford   2003 — 2004
JYA, Politics, Philosophy, & Economics

Bishop Guertin   1997 — 2001

Erik Waters Erik Waters Greater Boston Area Details
Erik Waters's Cambridge Associates Experience July 2000 - January 2003
Job Chief Financial Officer, Adtech Systems
Industry Information Technology and Services
Experience
Adtech Systems  April 2015 - Present
Jones & Bartlett Learning  January 2013 - April 2015
Ascend Learning  December 2010 - January 2013
GreatPoint Energy  September 2010 - December 2010
GreatPoint Energy  August 2008 - September 2010
Cerberus Capital Management  August 2006 - July 2008
Chevron  June 2005 - September 2005
Chicago Community Ventures  January 2003 - July 2004
Cambridge Associates   July 2000 - January 2003

Skills
Deal Sourcing, Deal Execution, Business Integration, Fundraising, Joint Ventures, Strategic Partnerships, Strategic Planning, Financial Analysis, Risk Management, Financial Accounting, Corporate Finance, Treasury Management, Private Equity, Higher Education, Healthcare, Mergers, Business Strategy, Mergers & Acquisitions, Leadership, Entrepreneurship, Business Development, Finance, Financial Modeling, Management, Strategy, Start-ups

Education
The University of Chicago - Booth School of Business   2004 — 2006
MBA, with Honors, Finance, Strategy

Colby College   1996 — 2000
B.A., Economics

Nadine Kim Nadine Kim Greater New York City Area Details
Nadine Kim's Cambridge Associates Experience 2000 - 2003
Job Director of Investor Relations, Fir Tree Partners
Industry Investment Management
Experience
Fir Tree Partners  October 2004 - Present
Wachovia Securities  2003 - 2004
Cambridge Associates   2000 - 2003

Skills
Hedge Funds, Investor Relations, Equity Research, Investments, Mutual Funds, Capital Raising, Alternative Investments, Private Equity, Equities, Asset Management, Financial Modeling, Fixed Income

Education
Columbia University - Columbia Business School   2007 — 2009
MBA, Finance

The Johns Hopkins University
BA, International Relations

Tec Han Tec Han Portland, Oregon Details
Tec Han's Cambridge Associates Experience September 2004 - October 2006
Job Chief Investment Officer
Industry Investment Management
Experience
Vibrato Capital   March 2015 - Present
District Capital Management   February 2013 - Present
Clark Enterprises, Inc.   August 2011 - February 2015
National Railroad Retirement Investment Trust   November 2006 - July 2011
Cambridge Associates   September 2004 - October 2006

Skills
Asset Allocation, Portfolio Management, Investments, Research, Capital Markets, Hedge Funds, Investment Management, Alternative Investments, Asset Management, Due Diligence, Investment Strategies, Alternative Investment..., Finance, Institutional..., Financial Risk, Equities, Financial Modeling, Fixed Income, Analysis, Bloomberg, Emerging Markets, Securities, Series 7, Financial Services, Strategic Financial..., Commodity, Equity Research, Valuation, Financial Planning, Private Equity

Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA)

Vassar College
BA

Sona Menon Sona Menon Greater Boston Area Details
Sona Menon's Cambridge Associates Experience July 2007 - Present
Job Managing Director & Outsourced CIO at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   July 2007 - Present
Cambridge Associates   October 2001 - July 2007
JP Morgan  1995 - 1999

Skills
Asset Management, Asset Allocation, Endowments, Financial Modeling, Alternative Investments, Pensions

Education
Harvard Business School   1999 — 2001
MBA

Cornell University   1991 — 1995
BA

James Cohane James Cohane Greater Boston Area Details
James Cohane's Cambridge Associates Experience 1996 - 1999
Job Director, Venture Capital Practice at KPMG US
Industry Venture Capital & Private Equity
Experience
KPMG US  2015 - Present
Axial  2013 - 2015
InsightSquared  2011 - 2013
Early-stage companies   2011 - 2011
Gerson Lehrman Group  2009 - 2011
Gerson Lehrman Group  2006 - 2008
Gerson Lehrman Group  2004 - 2005
Broadview International  1999 - 2002
Cambridge Associates   1996 - 1999

Skills
Strategic Partnerships, New Business Development, Start-ups, Corporate Development, SaaS, Product Management, Mergers & Acquisitions, Enterprise Software, Negotiation, Business Development, CRM, Product Marketing, Product Development, Entrepreneurship, Business Intelligence, Go-to-market Strategy, Strategy, Leadership, Business Strategy, Analytics, Mergers, Investment Banking, Management, Sales, B2B, Financial Modeling, Salesforce.com, Venture Capital, Competitive Analysis, Marketing, Consulting, Direct Sales

Education
Columbia University - Columbia Business School   2003 — 2004
MBA, General Management

Harvard University   1992 — 1996
BA, History

Middlesex School   1988 — 1992
High School

Matt Dowgert Matt Dowgert Greater Boston Area Details
Matt Dowgert's Cambridge Associates Experience January 2012 - Present
Job Assistant General Counsel at Cambridge Associates
Industry Legal Services
Experience
Cambridge Associates   January 2012 - Present
Gottex Fund Management Ltd.   January 2008 - January 2012
Ropes & Gray LLP  September 2003 - January 2008

Skills
Securities Regulation, Private Equity, Financial Structuring, Hedge Funds, Restructuring

Education
New York University School of Law   2000 — 2003
JD

College of the Holy Cross   1996 — 2000
BA

Josh Zweig Josh Zweig Greater Boston Area Details
Josh Zweig's Cambridge Associates Experience August 2013 - Present
Job Senior Investment Director, Private Equity at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   August 2013 - Present
Macquarie Capital (USA)   October 2010 - August 2013
Boston University Investment Office   June 2009 - August 2009
Kayne Anderson Capital Advisors  January 2009 - March 2009
Cambridge Associates   March 2005 - July 2008

Education
UCLA Anderson School of Management   2008 — 2010
MBA

Colby College   2000 — 2004
BA

Keith Morriss, CFA Keith Morriss, CFA Greater New York City Area Details
Keith Morriss, CFA's Cambridge Associates Experience July 2003 - June 2007
Job Principal at Private Investment Management Firm
Industry Financial Services
Experience
Private Investment Management Firm  May 2011 - Present
Ramsey Asset Management  May 2008 - April 2011
Yale School of Management  August 2007 - May 2009
Cambridge Associates   July 2003 - June 2007
Cannondale Associates  August 2002 - July 2003

Skills
Investments, Financial Modeling, Asset Management, Hedge Funds, Equity Research, Equities, Valuation, Bloomberg, Portfolio Management

Education
Yale University - Yale School of Management   2007 — 2009
MBA

Colby College   1998 — 2002
BA, Government

Robert MacDonnell Robert MacDonnell Greater Boston Area Details
Robert MacDonnell's Cambridge Associates Experience 2014 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Cambridge Associates   2014 - Present
Wells Fargo  2009 - 2014
Wealth Management & Private Banking   2008 - 2009
U.S. Trust   1998 - 2007
Bank of New York  1994 - 1998

Skills
Asset Allocation, Mergers & Acquisitions, Wealth Management, Financial Services, Strategy, Consulting, Estate Planning, Financial Reporting, Asset Management, Asset Managment, Investments, Alternative Investments, Management, Securities, Hedge Funds

Education
Columbia University - Columbia Business School
MBA

Fordham University School of Law
JD

University of Delaware
BS

Marc Cardillo, CFA Marc Cardillo, CFA Boston, Massachusetts Details
Marc Cardillo, CFA's Cambridge Associates Experience 2000 - Present
Job Managing Director, Hard Assets Research at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   2000 - Present
Gannett Welsh & Kotler  December 1995 - March 2000
Brown Brothers Harriman  June 1992 - December 1995

Skills
Private Equity, Due Diligence, Alternative Investments

Education
College of the Holy Cross   1988 — 1992
BA, Economics - Accounting

Cara Majeski Cara Majeski Boston, Massachusetts Details
Cara Majeski's Cambridge Associates Experience August 2012 - Present
Job Consultant at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   August 2012 - Present
Global Business Coalition on HIV/AIDS, Tuberculosis, and Malaria   August 2009 - July 2010
Catterton Partners  July 2007 - July 2009
UBS Investment Bank  2005 - 2007

Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Due Diligence, Investments, Mergers, Strategy, Bloomberg, Microsoft Excel, Capital Markets, Microsoft Office, Business Strategy

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Investing

Wellesley College   2001 — 2005
Bachelor of Arts (B.A.), History, Classics

Tenafly High School

Brittany Roy Brittany Roy San Francisco Bay Area Details
Brittany Roy's Cambridge Associates Experience June 2010 - July 2013
Job Associate Brand Manager at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery   August 2015 - Present
University of Virginia Darden School of Business  August 2013 - May 2015
E. & J. Gallo Winery   June 2014 - August 2014
Cambridge Associates   June 2010 - July 2013
Intervale Capital, LLC   2008 - June 2010
EnCana  2006 - 2007

Skills
Financial Modeling, Valuation, Due Diligence, Alternative Investments, Investments, Team Leadership, Business Strategy, Hedge Funds, Private Equity, Venture Capital, Asset Management, Financial Analysis, Social Media

Education
University of Virginia Darden School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Consumer Marketing

Colorado College   2004 — 2008
BA, Economics, Art History

Harvard Extension School
Law

Institute for American Universities, Aix
International Business

Patrick Wing Patrick Wing Washington D.C. Metro Area Details
Patrick Wing's Cambridge Associates Experience January 2012 - February 2013
Job Research Analyst at Peirce Park Group
Industry Financial Services
Experience
Peirce Park Group   February 2013 - Present
Cambridge Associates   January 2012 - February 2013
Cambridge Associates   March 2008 - December 2011
Cambridge Associates   June 2006 - March 2008
Cambridge Associates   June 2005 - June 2006
Cambridge Associates   June 2004 - June 2005

Skills
Valuation, Research, Equities, Capital Markets, Investments

Education
College of the Holy Cross   2000 — 2004
Bachelor of Arts (B.A.), Economics

Peter D. Mooradian Peter D. Mooradian Greater Boston Area Details
Peter D. Mooradian's Cambridge Associates Experience December 2004 - Present
Job Managing Director VC Research at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   December 2004 - Present
The PrivateEdge Group   January 2003 - December 2004
Genuity  January 2001 - June 2002
Mainspring  December 1999 - January 2001
Fleet Financial Group  June 1998 - December 1999
Fleet Financial Group  June 1993 - July 1996

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1998
M.B.A.

Colgate University   1989 — 1993
B.A., Economics and International Relations

St. John's High School   1985 — 1989

Alexander Cochran Alexander Cochran Greater New York City Area Details
Alexander Cochran's Cambridge Associates Experience September 2005 - October 2007
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management  October 2007 - Present
Cambridge Associates   September 2005 - October 2007

Skills
Hedge Funds, Financial Modeling, Portfolio Management, Valuation, Equities, Bloomberg, Private Equity, Investments, Alternative Investments, Financial Analysis, Fixed Income, Investment Banking, Capital Markets, Due Diligence, Asset Management

Education
Columbia University - Columbia Business School   2014 — 2016
George Doty Fellow

University of Virginia   2001 — 2005
BA, Economics

Andrew Eberhart Andrew Eberhart Princeton, New Jersey Details
Andrew Eberhart's Cambridge Associates Experience July 1994 - February 1999
Job Chief Investment Officer at HFO
Industry Investment Management
Experience
Heinz Family Office   June 2012 - Present
Lazard Freres & Co.   March 2010 - June 2012
Marshall Fund   December 2007 - April 2010
Citi Private Bank  January 2007 - December 2007
US Trust  February 2003 - December 2006
Cambridge Associates   July 1994 - February 1999
U.S. Navy   May 1981 - August 1991

Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Private Equity, Investment Management, Financial Advisory, Asset Management, Asset Allocation, Equities, Capital Markets, Investment Strategies, Fixed Income, Due Diligence

Education
University of Pennsylvania - The Wharton School
MBA, Finance

Cornell University
BA, Economics

Ralph Riedel Jr. Ralph Riedel Jr. Philadelphia, Pennsylvania Details
Ralph Riedel Jr.'s Cambridge Associates Experience January 2011 - June 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  September 2014 - Present
McKinsey & Company  June 2013 - August 2013
Cambridge Associates   January 2011 - June 2012
Cambridge Associates   October 2009 - December 2010
Cambridge Associates   July 2008 - September 2009

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2012 — 2014
Master of Business Administration (MBA)

Connecticut College   2004 — 2008
Bachelor of Arts (BA), Economics and Religious Studies

Stephen Laney Stephen Laney Greater Boston Area Details
Stephen Laney's Cambridge Associates Experience July 2014 - Present
Job Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   July 2014 - Present
BNY Mellon  March 2011 - June 2014
Apple Retail  February 2010 - January 2011
College of the Holy Cross  June 2009 - August 2009
The Bank of New York Mellon  January 2007 - April 2009
A.G. Edwards   June 2005 - August 2005

Skills
Fund Accounting, Microsoft Office, Bloomberg Terminal, Accounting, Financial Reporting, Customer Service, Mac OS X, Strength Training, Olympic Lifting, Powerlifting, OS X

Education
College of the Holy Cross   2002 — 2006
BA, Psychology

Kate (Derr) Dobin Kate (Derr) Dobin Boston, Massachusetts Details
Kate (Derr) Dobin's Cambridge Associates Experience 2006 - 2009
Job Senior Consultant, Education Practice at ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY  September 2014 - Present
The Parthenon Group  September 2011 - September 2014
Newman's Own Foundation  December 2010 - July 2011
NewSchools Venture Fund  June 2010 - August 2010
Cambridge Associates   2006 - 2009

Education
Yale University - Yale School of Management   2009 — 2011
MBA

Connecticut College   2002 — 2006
BA, Economics, Religious Studies

Kelly Jensen Kelly Jensen San Francisco, California Details
Kelly Jensen's Cambridge Associates Experience June 2013 - Present
Job Associate Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   June 2013 - Present
Cambridge Associates   December 2011 - June 2013
Cambridge Associates   May 2010 - December 2011
Robert K. Futterman & Associates   June 2009 - August 2009

Education
Colgate University   2006 — 2010
BS, Economics, Spanish

Universidad de Sevilla   2009 — 2009

Kyle Halks Kyle Halks Greater Boston Area Details
Kyle Halks's Cambridge Associates Experience July 2013 - June 2014
Job MBA Candidate, The Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Cambridge Associates   July 2013 - June 2014
Cambridge Associates   July 2012 - June 2013
Cambridge Associates   July 2011 - June 2012
Cambridge Associates   July 2010 - June 2011
Cambridge Associates   September 2008 - June 2010

Education
The Tuck School of Business at Dartmouth   2014 — 2016
Master of Business Administration (MBA)

Colgate University   2005 — 2008
Bachelor of Arts, Mathematical Economics

Boston College   2004 — 2005
Candidate for Bachelor of Science in Business Administration, Carroll School of Management Honors Program

Jenny Ratner Jenny Ratner Greater Boston Area Details
Jenny Ratner's Cambridge Associates Experience July 2008 - June 2010
Job Designer at Payette
Industry Architecture & Planning
Experience
Payette  July 2013 - Present
SMOBOS   May 2013 - Present
Blair + Mui Dowd Architects, PC   June 2012 - September 2012
SALAZAR Architecture   June 2011 - August 2011
Glickman Schlesinger Design Office - GSDO   January 2011 - August 2011
Cambridge Associates   July 2008 - June 2010

Skills
Microsoft Excel, Rhino, AutoCAD Architecture, Adobe Creative Suite, Vectorworks, Financial Modeling, PowerPoint, Illustrator, InDesign

Education
Columbia University - Graduate School of Architecture, Planning and Preservation   2010 — 2013
M. Arch., Architecture

Dartmouth College   2004 — 2008
B.A., Math; Asian & Middle Eastern Studies

Christina Tucker Christina Tucker Washington D.C. Metro Area Details
Christina Tucker's Cambridge Associates Experience March 2015 - Present
Job Editorial Project Manager at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   March 2015 - Present
Oxford University Press  January 2014 - March 2015
Yale University Press  September 2010 - January 2014
Yale University Press  December 2008 - September 2010

Skills
Proofreading, Copy Editing, Publishing, Translation, Literature, History, Blogging, Editing, Publications, Editorial, Books, Journalism, Online Publishing, Creative Writing, Content Management, Art, Nonprofits

Education
University of St. Andrews   2007 — 2008
M.Litt, International Security Studies

Columbia University - Graduate School of Journalism   2007 — 2007
Certificate, Columbia Publishing Course

William & Mary   2003 — 2007
B.A., English, Religion

Teresa McRoberts Teresa McRoberts Greater New York City Area Details
Teresa McRoberts's Cambridge Associates Experience February 1980 - June 1983
Job Founder at Bienville Health Science Partners
Industry Investment Management
Experience
Bienville Health Science Partners   October 2013 - Present
Galleon Group  January 2009 - November 2009
Carlyle Blue Wave   2007 - 2008
Citigroup  2005 - 2007
Fred Alger Management  2001 - 2005
Morgan Stanley  1998 - 2001
Fred Alger Management  1994 - 1998
JP Morgan  1985 - 1994
Cambridge Associates   February 1980 - June 1983

Education
Columbia Business School   1983 — 1985
MBA

Ben Brauer Ben Brauer New Milford, Connecticut Details
Ben Brauer's Cambridge Associates Experience July 2015 - Present
Job Investment Associate at Cambridge Associates
Industry Primary/Secondary Education
Experience
Cambridge Associates   July 2015 - Present
Colby Fund   September 2012 - Present
Canterbury School  August 2013 - June 2015
Colby Cares About Kids  January 2010 - May 2013
NBC Olympics  July 2012 - August 2012
Camp Wildwood  June 2011 - August 2011
New England Patriots  July 2010 - August 2010

Skills
Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Fundraising, Spanish, Organizational..., Team Leadership, Philanthropy, Public Speaking, Community Outreach, Teaching, Nonprofits

Education
Colby College   2009 — 2013
Bachelor of Arts (B.A.), American Studies

Tuck School of Business at Dartmouth   2012 — 2012
Business Bridge Program

Programa de Estudios Hispanicos en Córdoba (PRESHCO)   2012 — 2012
Spanish

The Taft School   2005 — 2009
Diploma

Rami Husseini, CFA Rami Husseini, CFA New York, New York Details
Rami Husseini, CFA's Cambridge Associates Experience 2007 - 2010
Job Investment Analyst Hedge Funds at Ford Foundation
Industry Investment Management
Experience
Ford Foundation  August 2015 - Present
Bowdoin College  2012 - 2015
Highline Capital Management  June 2011 - August 2011
Tourmalet Advisors   June 2010 - August 2010
Cambridge Associates   2007 - 2010

Skills
Financial Modeling, Alternative Investments, Hedge Funds, Asset Allocation, Due Diligence, Investments, Investment Strategies, Quantitative Analytics, Investment Management, Financial Analysis, Portfolio Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2010 — 2012
MBA, Finance Track

Cornell University   2003 — 2007
Bachelor of Arts, Economics, Near Eastern Studies

Michael Dakers Michael Dakers Boston, Massachusetts Details
Michael Dakers's Cambridge Associates Experience July 2011 - Present
Job Associate Investment Director at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates   July 2011 - Present
Department of Economics  September 2010 - May 2011
Student Government Association  September 2010 - May 2011
CLYNK   June 2010 - August 2010
Bigelow Investment Advisors, LLC   May 2009 - August 2010

Education
Colby College   2007 — 2011
Bachelor of Arts, Economics-Financial Markets

Scarborough High School   2004 — 2007

Kristine Leary Kristine Leary Washington, District Of Columbia Details
Kristine Leary's Cambridge Associates Experience March 2014 - Present
Job MissionRelated Investing at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates   March 2014 - Present
Kenan-Flagler Business School  August 2012 - May 2013
Wells Fargo Securities  June 2012 - August 2012
UNC Energy Management   May 2011 - August 2011

Skills
Entrepreneurship, Microsoft Excel, PowerPoint, Strategy, Finance, Program Management, Due Diligence, Data Analysis, Research, Microsoft Office, Economics, Social Media, Financial Modeling, Market Research, Public Speaking, Financial Analysis, Microsoft Word

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013
BSBA, Business Administration

Copenhagen Business School
International Business

National University of Singapore

The Chinese University of Hong Kong
International Business

Diane Moncada Diane Moncada Boston, Massachusetts Details
Diane Moncada's Cambridge Associates Experience September 2011 - Present
Job Manager, Global Business Development
Industry Financial Services
Experience
Cambridge Associates   September 2011 - Present
BNY Mellon  February 2010 - August 2010
Gannett Welsh & Kotler, LLC   June 2008 - July 2009

Skills
CFA Level 1, Series 3, Outlook, Microsoft Word, Microsoft Excel, Bilingual-English/Spanis...

Education
Northeastern University   2006 — 2011
Bachelor of Science Degree, International Business

Comillas Pontifical University   2009 — 2010

Ethan Spencer Ethan Spencer Boston, Massachusetts Details
Ethan Spencer's Cambridge Associates Experience January 2005 - March 2008
Job Managing Partner at Eastern Point Capital Management
Industry Investment Management
Experience
Eastern Point Capital Management   April 2013 - Present
Boston University Investment Office   March 2008 - April 2013
Cambridge Associates   January 2005 - March 2008
Credit Suisse  August 2001 - December 2004

Skills
Private Equity, Investments, Hedge Funds, Alternative Investments, Equities, Emerging Markets, Investment Strategies, Fixed Income, Commodity, Mutual Funds, Hedging, Asset Allocation

Education
Cornell University - Johnson Graduate School of Management   1999 — 2001
MBA

Colby College   1990 — 1994
BA

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