Cambridge Associates
Cambridge Associates is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. Assets under management: 30 billion USD Founded: 1973 CEO: David Druley President: Philip Walton Number of employees: 1,300 Founders: Hunter Lewis, James Bailey
Cambridge Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cambridge Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cambridge Associates Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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+
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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