CastleRock Management
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CastleRock Management Employees
Thomson Reuters 2012 - Present
Goldman Financial Consulting March 2009 - June 2012
Tykhe Capital November 2006 - February 2009
CastleRock Management October 2005 - October 2006
Guardian Life Insurance Company July 2001 - March 2005
Citigroup July 1985 - July 2001
Citigroup 1988 - 1994
Skills
hedge funds, Investment Technology, Operations Management, Asset Management, Investments, Technology, Equities, Alternative Investments, Mutual Funds, Investor Relations, Finance, Global Executive, Risk Management, Global Regulatory..., SEC Compliance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Lehigh University - College of Business and Economics 1980 — 1984
BS, Finance and Economics
Wright Private Asset Management July 2013 - February 2014
Melissa & Doug, LLC January 2012 - March 2013
Shariah Capital, Inc. July 2003 - August 2011
CastleRock Management January 2000 - December 2002
Merrill Lynch International Private Client Group February 1998 - January 2000
The Citibank Private Bank, New York October 1981 - November 1993
Skills
Hedge Funds, Investments, Equities, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Alternative Investments, Due Diligence, Strategic Planning, Product Development, Emerging Markets, Fundraising, Mutual Funds, Asset, Funding, Sales Management, New Business Development, Problem Solving, Structured Products, Strategy Development, Strategy, Asset Managment, Investment Management, Business Strategy, Investor Relations, CRM
Education
Brown University
B.A. (Honors), International Relations
Original Media January 2014 - Present
DiGa Vision October 2011 - September 2013
CastleRock Management April 2010 - October 2011
Line By Line Productions 2009 - 2010
Wells Fargo Advisors, LLC 2009 - 2009
MindShare 2007 - 2008
Skills
Entertainment, Production Managment, Television, Event Management, Digital Media, Social Media, Video Production, Editing, Event Planning, Final Cut Pro, Public Relations, Social Media Marketing, Accounting, Desktop Publishing, Corporate Communications, Broadcast, Production Management, Marketing
Education
DePauw University 2003 — 2007
BA cum laude, English
F Greek Development August 2013 - Present
Georgetown University's McDonough School of Business 2009 - May 2013
Acadia Realty Trust June 2012 - August 2012
Clarion Partners June 2011 - August 2011
CastleRock Management July 2010 - August 2010
Skills
Competitive Analysis, Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Finance, Real Estate Development, Asset Managment, Management, Economics, Valuation, Mergers & Acquisitions, Analysis, Market Research, Data Analysis, Asset Management, Corporate Finance
Education
Georgetown University 2009 — 2013
Undergraduate, Finance, International Business
PDS 1995 — 2009
CastleRock Management 2010 - 2013
Post Road Capital Management 2004 - 2009
Lipe & Co. / Molecular Securities 2003 - 2004
Lipe & Co. / Molecular Securities 2001 - 2002
JP Morgan 1999 - 2001
Schroders 1999 - 2000
Accenture 1997 - 1999
Skills
Value Investing, Special Situations, Event Driven, Portfolio Management, Hedge Funds, Industrials, Equities, Investment Banking, Investments, Securities, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Cornell University 1992 — 1996
BS
Shearman & Sterling LLP May 2015 - Present
U.S. Securities and Exchange Commission May 2014 - August 2014
Citigroup Global Markets Inc. September 2011 - August 2013
CastleRock Management June 2011 - August 2011
Tufts Daily September 2007 - May 2011
The Tufts Daily June 2010 - December 2010
Tufts University Explorations Program April 2010 - December 2010
Breakthrough Cambridge (Formerly Summerbridge) September 2009 - December 2009
Education
University of Southern California Gould School of Law 2013 — 2016
Doctor of Law (JD)
Tufts University 2007 — 2011
Bachelor of Arts, English, Communications/Media
Guilford High School 2003 — 2007
Zeke LP 2015 - Present
Wolfe Research, LLC 2013 - 2015
CastleRock Management April 2012 - September 2013
JP Morgan 2011 - 2011
JPMorgan Chase 2010 - 2011
Shazzle, LLC June 2009 - December 2009
New Sector Alliance June 2008 - September 2008
Harvard College Globalization Project January 2005 - June 2008
ITAP International July 2007 - September 2007
United Nations - CEPAL June 2006 - August 2006
Skills
Financial Modeling, Investments, Investment Strategies, Financial Analysis, Economics, Valuation, Analysis, Business Strategy, Entrepreneurship, Data Analysis, Strategy, Bloomberg, Start-ups, Hedge Funds, Business Development, Corporate Finance, Private Equity, Management, Venture Capital, Portfolio Management, Emerging Markets
Education
Columbia Business School
MBA, Value Investing Program
Harvard University 2005 — 2009
BA, Hons, Social Science
Corvex Management January 2013 - Present
Hylas Capital Management November 2011 - December 2012
CastleRock Management November 2010 - November 2011
Ramius Capital Group December 2007 - November 2010
Citi Hedge Fund Services 2005 - 2007
Skills
Private Equity, Investments, Finance, Alternative Investments, Bloomberg, Hedge Funds, Financial Analysis, Asset Management, Fund Accounting, Financial Modeling, Fund Of Funds, Equities, Financial Reporting, Valuation
Education
Elon University - Martha and Spencer Love School of Business 2001 — 2005
BS, Finance and Marketing
Bechtel 2011 - Present
CastleRock Management September 2008 - May 2011
Winner-Baird Real Estate, Inc. April 2005 - June 2007
Education
California Baptist University 2009 — 2010
Masters, Buisness Administation
California Baptist University 2007 — 2009
BA, Business Administration
Litespeed Management March 2014 - Present
Kettle Hill Capital August 2013 - February 2014
Daruma Hinoki Fund October 2012 - July 2013
CastleRock Management July 2009 - September 2012
Somerset Capital September 2006 - May 2009
PSD Capital January 2002 - September 2006
Feirstein Capital February 1997 - December 2001
Skills
Equity Research, Stock Picking, Fundamental Research, Equity Valuation, Industry Research, Value Investing, Industry Analysis, Factset, Security Analysis, Asset Allocation, Research, Competitive Analysis, Portfolio Optimization, Investments, Financial Modeling, Alternative Investments, Hedge Funds
Education
Boston University - School of Management
BSBA, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance