Capital Counsel LLC

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Capital Counsel LLC Employees

Employee
Years
Job
Industry
Sebastien Issa Sebastien Issa Greater New York City Area Details
Sebastien Issa's Capital Counsel LLC Experience June 2009 - August 2009
Job Senior Analyst at Accenture
Industry Financial Services
Experience
Accenture  September 2013 - Present
Self Employed  May 2011 - Present
Accenture  May 2012 - August 2012
Juan Etcheverry Music   July 2010 - August 2010
Newton Motorsports LLC   May 2008 - August 2010
Capital Counsel LLC   June 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Visio, Guitar, Automobile, Jokes, Microsoft Word, Business Process Mapping, Data Analysis, Research, Boating, Operational Risk, Event Photography, Matlab, Motorcycling, Java, Financial Modeling, Social Media, Strategy, Ebay Sales, Graphic Design, Music Production, Jet Ski, IT Controls, Control Testing, Basel II, Risk Assessment, VBA, Process Assessment, Consulting, Public Speaking, Mechanical Engineering, Comedy, Sailing, Process Flow, Problem Solving, Collaborative Problem..., Communication Skills, Dual Citizenship

Education
University of Pennsylvania   2009 — 2013
Bachelor's Degree, Mechanical Engineering and Applied Mechanics

The Collegiate School   1997 — 2009
High School, 1-12

Allison Roddy Allison Roddy San Francisco Bay Area Details
Allison Roddy's Capital Counsel LLC Experience May 2006 - July 2009
Job Client Service Associate at Dodge & Cox
Industry Financial Services
Experience
Dodge & Cox  July 2010 - December 2011
Capital Counsel LLC   May 2006 - July 2009
Bloomingdale's  July 2005 - May 2006

Education
Colgate University   2001 — 2005
BA, Economics

Lila Noble Lila Noble Greater New York City Area Details
Lila Noble's Capital Counsel LLC Experience February 2001 - June 2002
Job Assistant Executive Director at Stella and Charles Guttman Foundation, Inc.
Industry Nonprofit Organization Management
Experience
Stella and Charles Guttman Foundation, Inc.   July 2003 - Present
Capital Counsel, LLC  February 2001 - June 2002
Brera Capital Partners, LLC   March 1997 - February 2001
Paul, Weiss, Rifkind, Wharton & Garrison LLP   June 1989 - May 1995
Look See Restaurant   August 1979 - April 1989

Skills
Philanthropy, Grants, Microsoft Office, Nonprofits, Non-profits, Human Resources, Volunteer Management, Program Development, Community Outreach, Fundraising, Non-profit..., Board Development, Stewardship, Event Planning, Community Development, Grant Writing

Education
Practising Law Institute   1988 — 1988
Legal Assistant

Saint Peter's University

Chantalle Hanna Chantalle Hanna New York, New York Details
Chantalle Hanna's Capital Counsel LLC Experience May 2012 - Present
Job Client Associate at Capital Counsel LLC
Industry Investment Management
Experience
Capital Counsel LLC   May 2012 - Present
Job Path NYC  August 2014 - December 2014
Capital Counsel LLC   June 2005 - August 2011
180 Degrees Consulting  February 2011 - June 2011
State Street  January 2010 - February 2011

Skills
Data Analysis, Research, Economics, Microsoft Excel, Bloomberg, Non-profits, Public Speaking, PowerPoint

Education
Northeastern University   2008 — 2012
B.A., Economics & History

University of Sydney   2011 — 2011
English, Psychology, Sociology, Inclusive Education

Marymount School   2004 — 2008
High School Diploma

CUNY School of Professional Studies
Master of Arts (M.A.), Disability Studies

Talia Ortega Talia Ortega New York, New York Details
Talia Ortega's Capital Counsel LLC Experience October 2008 - December 2009
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi  November 2014 - Present
Deloitte  April 2012 - November 2014
PineBridge Investments  December 2009 - March 2012
Capital Counsel LLC   October 2008 - December 2009
AIG Investments  December 2006 - October 2008
Ashland Partners  April 2005 - December 2006

Skills
Compliance, Fixed Income, Equities, Hedge Funds, Excel, Private Equity, GIPS, Marketing Materials, RFP preparation, Performance Measurement, Microsoft Excel, Marketing, Investment Management, Asset Management, Alternative Investments, Analysis, Auditing, Bloomberg, Emerging Markets, Investments, Management, Portfolio Management, RFP

Education
Columbia University in the City of New York   2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science

Montclair Kimberley Academy   1996 — 2000
HS

John A. Baliotti II John A. Baliotti II Greater New York City Area Details
John A. Baliotti II's Capital Counsel LLC Experience 2010 - April 2011
Job Director of Marketing and Business Development at The ExOne Company
Industry Machinery
Experience
The ExOne Company  March 2015 - Present
Janney Montgomery Scott  June 2012 - February 2015
Collins Stewart LLC  November 2011 - February 2012
Capital Counsel LLC   2010 - April 2011
FTN Equity Capital Markets  2006 - 2010
Fulcrum Global Partners  2003 - 2005
UBS Investment Bank  1999 - 2003
Donaldson, Lufkin & Jenrette   1998 - 1999
Sikorsky Aircraft  1991 - 1998

Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income

Education
Lehigh University   1997 — 2000
BSME, Mechanical Engineering

The University of Connecticut School of Business   1992 — 1996
MBA, Finance

Sam Cannon Sam Cannon New York, New York Details
Sam Cannon's Capital Counsel LLC Experience June 2012 - March 2013
Job Special Situations Group Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  July 2015 - Present
GP Investment Club   May 2013 - June 2015
Lyph   May 2013 - October 2014
Goldman Sachs  June 2014 - August 2014
MIT Sloan School of Management  November 2011 - February 2014
greenbean recycle  January 2012 - January 2014
Brightwood Capital  June 2013 - August 2013
Capital Counsel LLC   June 2012 - March 2013
Saxena White   September 2012 - February 2013

Skills
Python, Data Analysis, Financial Accounting, Trading, Statistics, Investment Management, Matlab, Equity Research, C++, LaTeX, Java, Investment Strategies, Leveraged Lending, Portfolio Management, Private Equity, R

Education
Massachusetts Institute of Technology   2011 — 2015
Bachelor of Science (BSc), Management Science and Mathematics (Double Major), minor Economics

Scarsdale High School (Class of 2011)

Gautam Chhada, CFA Gautam Chhada, CFA Greater New York City Area Details
Gautam Chhada, CFA's Capital Counsel LLC Experience October 1999 - September 2001
Job Portfolio Manager at Brown Advisory | Thoughtful Investing
Industry Investment Management
Experience
Brown Advisory  June 2015 - Present
Highmount Capital, LLC   September 2004 - June 2015
Arrowstreet Capital, L.P.   October 2001 - August 2004
Capital Counsel, LLC  October 1999 - September 2001
State Street Bank  January 1998 - October 1999

Skills
Equities, Valuation, Bloomberg, Fixed Income, Financial Modeling, Private Equity, Portfolio Management, Asset Managment, Financial Analysis, Asset Management, Trading, Capital Markets, Investment Strategies, Hedge Funds

Education
Boston University - School of Management   1993 — 1997
Bachelor of Science, School, Management

Sam Magid Sam Magid Greater New York City Area Details
Sam Magid's Capital Counsel LLC Experience 2008 - Present
Job Financial Services Professional
Industry Investment Management
Experience
Capital Counsel LLC   2008 - Present

Education
University of Oklahoma   2001 — 2006

Lauren Blum Lauren Blum Greater New York City Area Details
Lauren Blum's Capital Counsel LLC Experience March 2014 - Present
Job Chief Investment Officer, Capital Counsel LLC Investment Advisers
Industry Financial Services
Experience
Capital Counsel LLC   March 2014 - Present
Capital Counsel LLC   September 1999 - Present
Independent consultant  June 1997 - September 1999
Environmental Defense Fund  September 1992 - May 1997
Strategy & (formerly Booz Allen & Hamilton)   September 1990 - February 1992

Skills
Valuation, Investments, Financial Modeling, Due Diligence, Equity Research, Equities, Strategy, Nonprofits, Research, Asset Management, Portfolio Management, Mergers & Acquisitions

Education
Yale University - Yale School of Management   1988 — 1990
Master of Business Administration (M.B.A.)

Massachusetts Institute of Technology   1981 — 1985
Ph.D, Inorganic Chemistry

Harvard University   1977 — 1981
AB, Chemistry

Barbara Tarmy Barbara Tarmy Greater New York City Area Details
Barbara Tarmy's Capital Counsel LLC Experience May 2012 - Present
Job Principal at Capital Counsel, LLC
Industry Investment Management
Experience
Capital Counsel, LLC  May 2012 - Present
Neuberger Berman  2007 - 2012
H.A. Schupf, LLC   2001 - 2007
Warburg Pincus LLC  1995 - 2001

Skills
Valuation, Alternative Investments, Bloomberg, Mutual Funds, Equity Valuation, Fixed Income, Securities, Due Diligence, Investment Banking, Investment Strategies, Series 7, Institutional..., Financial Analysis, Management, Mergers & Acquisitions, Venture Capital, Wealth Management, Equities, Asset Management

Education
Columbia University - Columbia Business School   1977 — 1979
Master of Business Administration (M.B.A.), Finance, General

Bowdoin College   1972 — 1975
Bachelor of Arts (B.A.), Economics, English Literature