Capstone Advisory Group, LLC

Industry: Company

Description

Founded: 2004 Parent organization: Berkeley Research Group Subsidiaries: Capstone Valuation Services, LLC,

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Capstone Advisory Group, LLC Employees

Employee
Years
Job
Industry
Scott Siverhus Scott Siverhus Greater Minneapolis-St. Paul Area Details
Scott Siverhus's Capstone Advisory Group, LLC Experience June 2010 - Present
Job Registered Representative Financial Services Industry
Industry Financial Services
Experience
Capstone Advisory Group, LLC   June 2010 - Present
Financial Services Industry  October 1990 - Present

Skills
Investments, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, FINRA, Strategic Financial..., Account Management, Strategic Planning, Asset Management, Finance, Management, Financial Services, Portfolio Management, Marketing Strategy, Investment Advisory, Mutual Funds, Securities, Financial Advisory, Cross-functional Team...

Education
University of Minnesota-Duluth   1985 — 1990
Bachelor of Accounting, Accounting and Finance

Stillwater

Michael Lauer, CFP® Michael Lauer, CFP® Greater Minneapolis-St. Paul Area Details
Michael Lauer, CFP®'s Capstone Advisory Group, LLC Experience August 2010 - Present
Job Financial Advisor at Capstone Advisory Group, LLC
Industry Financial Services
Experience
Capstone Advisory Group, LLC   August 2010 - Present
Financial Services Industry  November 2003 - Present
CapitalQuest Securities, Inc.   2005 - 2010
AllianceBernstein  2000 - 2003

Skills
Investments, Finance, Investment Management, Financial Services, FINRA, Wealth Management, Retirement Planning

Education
University of St. Thomas   2004 — 2008
MBA, Finance

University of Minnesota-Twin Cities   1994 — 1999
BS, Applied Economics of Environmental Sciences

MACCRAY

Julianne Wunder Simmons Julianne Wunder Simmons Greater Minneapolis-St. Paul Area Details
Julianne Wunder Simmons's Capstone Advisory Group, LLC Experience April 2015 - Present
Job New Account Specialist at Capstone Advisory Group, LLC
Industry Executive Office
Experience
Capstone Advisory Group, LLC   April 2015 - Present
Firm Ground Architects & Engineers, Inc.   February 2015 - April 2015
Vibrant Faith Ministries  December 2012 - August 2014
Entertainment Publications, Inc  August 2005 - August 2014
St Stephen's Episcopal Church Edina- paid staff   September 2000 - August 2011
St Stephen's Episcopal Church Edina - paid staff   October 1998 - August 2011
St Stephen's Episcopal Church Edina   August 1998 - August 2011
Tom Horner for Governor   June 2010 - November 2010
The Toro Company  August 1984 - April 1992

Skills
Scheduling, Time Management, Customer Service, Customer Relations, Event Management, Social Media, Event Planning, Teaching, Team Leadership, Volunteer Management, Facebook, Social Networking, Photography, Team Building, Process Scheduler, Public Speaking, Management, Microsoft Office, PowerPoint, Microsoft Excel, Training, Leadership, Recruiting, Data Entry, Sales, Editing, Fundraising, Marketing, Marketing Communications, Marketing Strategy, Microsoft Word, Nonprofits, Outlook, Public Relations, Social Media Marketing, Leadership Development

Education
University of Minnesota Duluth   1980 — 1982

Edina East High School

Mike Dansky Mike Dansky Greater Boston Area Details
Mike Dansky's Capstone Advisory Group, LLC Experience April 2010 - Present
Job Executive Director at Capstone Advisory Group
Industry Management Consulting
Experience
Capstone Advisory Group LLC  April 2010 - Present
The Brattle Group  2008 - 2010
Huron Consulting Group  2005 - 2008
Polaroid  2003 - 2005
InteCap  2002 - 2005
Xerox  1997 - 2002
Amoco Corporation  1993 - 1997
Peterson Consulting  1991 - 1993
Coopers & Lybrand  1987 - 1991
Georgetown Economic Services LLC  1984 - 1987

Skills
Licensing, Intellectual Property, Litigation, Valuation, Strategy, Patents, Venture Capital, Business Strategy, Business Development, Corporate Development, Due Diligence, Entrepreneurship, Mergers, Trademarks, Start-ups, Management, Contract Negotiation, Strategic Partnerships, Private Equity, Patent Litigation, Joint Ventures, Financial Modeling, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Cross-border..., Business Transactions

Education
The George Washington University
Master of Business Administration (MBA), International Business Finance

Tufts University
Bachelor's degree, Economics and Political Science

H. Haywood Miller III H. Haywood Miller III Washington D.C. Metro Area Details
H. Haywood Miller III's Capstone Advisory Group, LLC Experience February 2009 - Present
Job Managing Director at BRGCapstone
Industry Financial Services
Experience
BRGCapstone   June 2015 - Present
Capstone Advisory Group, LLC   February 2009 - Present
Advisory Associates   February 2007 - February 2009
MCG Capital  January 2006 - February 2007
Argan, Inc.   January 2002 - January 2006
Arguss Communications, Inc.   January 1996 - January 2002

Skills
Private Equity, Restructuring, Leveraged Finance, Mergers, Due Diligence, Valuation, Corporate Finance, Mezzanine, Financial Modeling, Recapitalizations, Capital Markets, LBO, Investment Banking, Asset Based Lending, Structured Finance, Corporate Development, Equities, Divestitures, Joint Ventures, Investments, Credit, M&A experience, Bankruptcy, Financial Services, Financial Structuring, Hedge Funds, Mergers & Acquisitions, Debt Restructuring, Venture Capital, Business Valuation, Portfolio Management, High Yield, Loans, Finance, Financial Analysis

Education
University of Maryland College Park   1981 — 1985
JD/MBA, Law and Business

Harvard University   1977 — 1981
A.B., Government

Severna Park Senior High   1975 — 1977
High School

Chau Hoang, CFA, ASA Chau Hoang, CFA, ASA Greater New York City Area Details
Chau Hoang, CFA, ASA's Capstone Advisory Group, LLC Experience November 2008 - December 2011
Job Associate Director at Berkeley Research Group LLC BRG Capstone
Industry Financial Services
Experience
Berkeley Research Group LLC - BRG Capstone   June 2015 - Present
Orphans' Futures Alliance   April 2012 - Present
Capstone Advisory Group  January 2012 - May 2015
Capstone Advisory Group, LLC   November 2008 - December 2011
Huron Consulting Group  January 2008 - October 2008
Huron Consulting Group  July 2006 - December 2007
Accenture  April 2005 - September 2005

Skills
Business Valuation, Restructuring, Financial Analysis, Non-profits, Due Diligence, Event Planning, Financial Modeling, Non-profit..., Strategy, Finance, Mergers & Acquisitions, Valuation, Portfolio Management, Nonprofits, Strategic Planning, Business Planning

Education
Northeastern University   2001 — 2006
BSIB, Finance, International Business/French- Summa Cum Laude

NEOMA Business School   2004 — 2005
International Finance/French

Andrew Manley Andrew Manley Greater New York City Area Details
Andrew Manley's Capstone Advisory Group, LLC Experience 2008 - Present
Job Managing Director at Capstone Advisory Group, LLC
Industry Real Estate
Experience
Capstone Advisory Group, LLC   2008 - Present
CBRE Realty Finance  2005 - 2007
South Charles Investment Corp.   1999 - 2005
Ernst & Young / Kenneth Leventhal Real Estate Group, LLP   1995 - 1999

Education
University of Maryland College Park   1982 — 1986
BS

The Johns Hopkins University
MS, Real Estate Finance and Capital Markets

James Koch James Koch Washington D.C. Metro Area Details
James Koch's Capstone Advisory Group, LLC Experience March 2006 - February 2009
Job Director Transactions & Restructuring at KPMG, CPA
Industry Financial Services
Experience
KPMG  July 2010 - Present
KPMG  February 2009 - June 2010
Capstone Advisory Group LLC  March 2006 - February 2009
Grant Thornton LLP  2003 - 2006

Skills
CPA, Restructuring, Mergers & Acquisitions, Business Development, Financial Reporting, SEC Filings, Corporate Finance, US GAAP, Bankruptcy

Education
John Carroll University   2003 — 2006
MBA, Business Administration and Management

Loyola College in Maryland   1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting

St Ignatius

Jay Borow Jay Borow Greater New York City Area Details
Jay Borow's Capstone Advisory Group, LLC Experience January 2004 - Present
Job Managing Director at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC  June 2015 - Present
Capstone Advisory Group LLC  January 2004 - Present
FTI Consulting  September 1999 - January 2004
Kahn Consulting, Inc.   September 1992 - September 1999
Arthur Andersen  October 1990 - October 1992
Spicer and Oppenheim  June 1973 - October 1990

Skills
Restructuring, Private Equity, Leveraged Finance, Debt Restructuring, Due Diligence, Special Situations, Mergers & Acquisitions, Bankruptcy, Corporate Finance, Financial Structuring, Business Valuation, LBO, Turn Around Management, Investment Banking, High Yield, Capital Markets, Corporate Development, Forensic Accounting, Litigation, Corporate Governance, Financial Modeling, Cross-border..., Alternative Investments, Valuation, Divestitures, Workout, Acquisition Integration

Education
Pace University

Brooklyn College
Bachelor of Science (BS), Accounting

James Madison High School   1965 — 1969

marine park junior high school

Vince Grieco Vince Grieco Greater New York City Area Details
Vince Grieco's Capstone Advisory Group, LLC Experience 2007 - Present
Job Applied Content Technologies, LLC
Industry Financial Services
Experience
Capstone Advisory Group, LLC   2007 - Present
Applied Content Technologies, LLC   March 2003 - Present
BearingPoint Consulting  2000 - 2003
KPMG, LLP  1998 - 2003
BearingPoint  1978 - 2003
KPMG Consulting / Bearing Point   1978 - 2003
KPMG Peat Marwick  1979 - 2000

Skills
Management Consulting, 20+ years of helping..., Business Transformation, Business Process..., IT Strategy, Governance, Acquisition Integration, Program Management, Business Process..., Change Management, Integration, Strategic Planning, Enterprise Architecture, Outsourcing, Business Process, Executive Management, Risk Management, Business Intelligence, Mergers & Acquisitions, CRM, Strategy, Management, Financial Services, ERP, Business Strategy, Restructuring, Financial Modeling, PMO, Project Portfolio..., Portfolio Management, Consulting, Business Planning, Private Equity

Education
Rutgers, The State University of New Jersey-Newark   1970 — 1978
MBA, Interfunctional Management, Physics

Hackensack High School

Bruce Bingham Bruce Bingham Greater New York City Area Details
Bruce Bingham's Capstone Advisory Group, LLC Experience 2006 - May 2015
Job Managing Director at BRG Capstone
Industry Financial Services
Experience
Berkeley Research Group LLC  June 2015 - Present
Capstone Advisory Group, LLC   2006 - May 2015
Trenwith Group, LLC  2004 - 2006
BDO Seidman, LLP  1997 - 2004
United States Army  May 1968 - 2001
KPMG  1978 - 1995

Education
Yale University - Yale School of Management   1976 — 1978
MPPM

Rutgers University-New Brunswick   1964 — 1968
BA, English, Economics

Will Russo Will Russo Greater New York City Area Details
Will Russo's Capstone Advisory Group, LLC Experience August 2007 - Present
Job Director at Berkeley Research Group
Industry Financial Services
Experience
Berkeley Research Group LLC  June 2015 - Present
Capstone Advisory Group, LLC   August 2007 - Present
Citigroup  July 2004 - July 2007
Price Waterhouse Coopers  September 2003 - July 2004

Education
Syracuse University   1999 — 2003
BS, Accounting and Finance

Syracuse University - Martin J. Whitman School of Management   1999 — 2003

Robert Frezza Robert Frezza Greater New York City Area Details
Robert Frezza's Capstone Advisory Group, LLC Experience January 2001 - Present
Job Director at Deloitte
Industry Financial Services
Experience
Deloitte  January 2015 - Present
Capstone Advisory Group, LLC   January 2001 - Present
Ernst & Young LLP - Transaction Advisory Services   1998 - 1999
Mazars  January 1990 - January 1998
Alpha Phi Delta   1982 - 1983

Skills
Restructuring, Debt Restructuring, Private Equity, Leveraged Finance, Due Diligence, Corporate Finance, Business Valuation, Equities, Acquisition Integration, Valuation, LBO, Financial Structuring, Investment Banking, Capital Markets, Investments, Alternative Investments, Asset Based Lending, Financial Modeling, High Yield, Forensic Accounting, Portfolio Management, Credit Risk, Corporate Development

Education
Pace University - Lubin School of Business   1979 — 1983
BBA, Accounting

Xaverian HS

Edwin Ordway Edwin Ordway Greater New York City Area Details
Edwin Ordway's Capstone Advisory Group, LLC Experience February 2004 - May 2015
Job Managing Director at Berkeley Research Group LLC
Industry Investment Banking
Experience
Berkeley Research Group LLC  June 2015 - Present
Capstone Advisory Group, LLC   February 2004 - May 2015
FTI Consulting  1991 - 2004
Knickerbocker Associates   1985 - 1991
Arthur Andersen LLP  1978 - 1985

Skills
Due Diligence, Restructuring, Business Valuation

Education
Rutgers, The State University of New Jersey-Newark
Economics and Accounting

Peter Nurge Peter Nurge Greater Boston Area Details
Peter Nurge's Capstone Advisory Group, LLC Experience 2004 - May 2008
Job Managing Director at Nurge Associates, LLC
Industry Financial Services
Experience
Nurge Associates, LLC   March 2008 - Present
Capstone Advisory Group, LLC   2004 - May 2008
FTI Consulting  1990 - 2004

Skills
Mergers, Boardrooms, Compensation Structures, Strategic Consulting, Business Planning, Management, Non-Executive Director, Executive Management, Mergers & Acquisitions

Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting

Cory Griffin Cory Griffin Somerset, New Jersey Details
Cory Griffin's Capstone Advisory Group, LLC Experience August 2012 - Present
Job Research Intern at Capstone Advisory Group, LLC
Industry Financial Services
Experience
Capstone Advisory Group, LLC   August 2012 - Present
SolarSwim Pool Heating Systems   May 2006 - August 2012

Skills
Data Analysis, Research, Statistics, Economics, SPSS, Financial Modeling, SAS, R, Stata, Data Mining, Java, Microsoft Excel, Microsoft Office, Analysis, Bloomberg, C++, Valuation, Machine Learning

Education
The College of New Jersey   2007 — 2011
Bachelor of Science (BS), International Business

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