CBRE Clarion Securities
Industry: Capital market company
DescriptionHeadquarters: Pennsylvania Founded: 1982 Subsidiaries: Cbre Clarion Securities Uk Ltd.,
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CBRE Clarion Securities Employees
Employee
Years
Job
Industry
Jeremy Anagnos Jeremy Anagnos's CBRE Clarion Securities Experience July 2004 - Present
Job Senior Portfolio Manager
Industry Investment Management
Experience
CBRE Clarion Securities July 2004 - Present
CBRE Investors 2004 - 2011
Deutsche Bank January 2000 - June 2004
LaSalle Investment Management August 1997 - December 1999
Skills
Equity Research, Investors, Real Estate Economics, Investments, Portfolio Management, Capital Markets, Due Diligence, Financial Modeling, Equities
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance
CBRE Clarion Securities July 2004 - Present
CBRE Investors 2004 - 2011
Deutsche Bank January 2000 - June 2004
LaSalle Investment Management August 1997 - December 1999
Skills
Equity Research, Investors, Real Estate Economics, Investments, Portfolio Management, Capital Markets, Due Diligence, Financial Modeling, Equities
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance
Chad Stecker, CFA Chad Stecker, CFA's CBRE Clarion Securities Experience December 2011 - Present
Job Sr Financial Analyst at CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities December 2011 - Present
CBRE Clarion Securities April 2007 - December 2011
Skills
Financial Modeling, Equities, Bloomberg, Investments, Portfolio Management, Financial Analysis, Asset Management, Valuation, Asset Managment
Education
Shippensburg University of Pennsylvania 2001 — 2005
Business, Finance
CBRE Clarion Securities December 2011 - Present
CBRE Clarion Securities April 2007 - December 2011
Skills
Financial Modeling, Equities, Bloomberg, Investments, Portfolio Management, Financial Analysis, Asset Management, Valuation, Asset Managment
Education
Shippensburg University of Pennsylvania 2001 — 2005
Business, Finance
Brad Gu Brad Gu's CBRE Clarion Securities Experience August 2013 - August 2014
Job Private Equity Investment Analyst at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2014 - Present
CBRE Clarion Securities August 2013 - August 2014
UBS Global Asset Management April 2013 - July 2013
Quanterra Advisors October 2012 - June 2013
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Matlab, Microsoft Excel, C++, Bloomberg Terminal, VBA, Financial Modeling, Portfolio Performance..., Econometrics
Education
University of Chicago 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2008 — 2011
Bachelor of Science (BSc), Mathematics/Applied Science (Concentration: Actuarial Science)
Morgan Stanley August 2014 - Present
CBRE Clarion Securities August 2013 - August 2014
UBS Global Asset Management April 2013 - July 2013
Quanterra Advisors October 2012 - June 2013
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Matlab, Microsoft Excel, C++, Bloomberg Terminal, VBA, Financial Modeling, Portfolio Performance..., Econometrics
Education
University of Chicago 2012 — 2013
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2008 — 2011
Bachelor of Science (BSc), Mathematics/Applied Science (Concentration: Actuarial Science)
Ashley Abato Ashley Abato's CBRE Clarion Securities Experience October 2014 - Present
Job Portfolio Analyst
Industry Investment Management
Experience
CBRE Clarion Securities October 2014 - Present
CBRE Clarion Securities September 2011 - October 2014
Bowne & Co September 2010 - September 2011
Delaware Investments Spring 2009 September 2008 - March 2009
Arden B November 2007 - November 2008
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance; Marketing
CBRE Clarion Securities October 2014 - Present
CBRE Clarion Securities September 2011 - October 2014
Bowne & Co September 2010 - September 2011
Delaware Investments Spring 2009 September 2008 - March 2009
Arden B November 2007 - November 2008
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance; Marketing
Matthew Scollon Matthew Scollon's CBRE Clarion Securities Experience June 2012 - Present
Job Portfolio Analyst at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities June 2012 - Present
Darwood Associates Securities Brokers January 2011 - May 2011
Skills
Analysis, Investments, Portfolio Management, Competitive Analysis, Valuation
Education
Villanova University 2011 — 2012
Masters of Science, Finance, 3.4
SUNY Plattsburgh 2007 — 2011
Bachelors of Science, Business and Finance, minor in Economics, 3.62
CBRE Clarion Securities June 2012 - Present
Darwood Associates Securities Brokers January 2011 - May 2011
Skills
Analysis, Investments, Portfolio Management, Competitive Analysis, Valuation
Education
Villanova University 2011 — 2012
Masters of Science, Finance, 3.4
SUNY Plattsburgh 2007 — 2011
Bachelors of Science, Business and Finance, minor in Economics, 3.62
Kaitlyn Claas Kaitlyn Claas's CBRE Clarion Securities Experience September 2009 - Present
Job Administration/Facilities Support
Industry Real Estate
Experience
CBRE Clarion Securities September 2009 - Present
CertainTeed Corporation March 2009 - September 2009
Tyco Electronics October 2008 - October 2008
LA Weight Loss Franchise Company October 2007 - September 2008
Tweeter Home Entertainment March 2007 - August 2007
ADP TotalSource November 2006 - January 2007
Dechert LLP March 2006 - September 2006
Godiva Chocolatier 2001 - 2003
Skills
Management, HRIS, Microsoft Excel, Process Improvement, ADP Payroll, Payroll, Employee Engagement, Team Building, Employee Relations, Human Resources, Benefits Administration, Outlook, Administration, Recruiting, Budgets, Data Entry, Customer Satisfaction, Personnel Management, Customer Service, Employee Benefits, PeopleSoft, Program Management, Purchasing, Time Management, HR Policies, Training, Sales, Retail, Microsoft Office, Leadership, Project Management, Performance Management, Screening, New Hire Orientations, Public Speaking, Onboarding, Hiring, Organizational..., Administrative..., Applicant Tracking..., Coaching, College Recruiting
Education
Temple University - Fox School of Business and Management 2001 — 2006
Bachelors of Business Administration, Human Resources
CBRE Clarion Securities September 2009 - Present
CertainTeed Corporation March 2009 - September 2009
Tyco Electronics October 2008 - October 2008
LA Weight Loss Franchise Company October 2007 - September 2008
Tweeter Home Entertainment March 2007 - August 2007
ADP TotalSource November 2006 - January 2007
Dechert LLP March 2006 - September 2006
Godiva Chocolatier 2001 - 2003
Skills
Management, HRIS, Microsoft Excel, Process Improvement, ADP Payroll, Payroll, Employee Engagement, Team Building, Employee Relations, Human Resources, Benefits Administration, Outlook, Administration, Recruiting, Budgets, Data Entry, Customer Satisfaction, Personnel Management, Customer Service, Employee Benefits, PeopleSoft, Program Management, Purchasing, Time Management, HR Policies, Training, Sales, Retail, Microsoft Office, Leadership, Project Management, Performance Management, Screening, New Hire Orientations, Public Speaking, Onboarding, Hiring, Organizational..., Administrative..., Applicant Tracking..., Coaching, College Recruiting
Education
Temple University - Fox School of Business and Management 2001 — 2006
Bachelors of Business Administration, Human Resources
Lori Pachelli's CBRE Clarion Securities Experience February 1997 - Present
Job Principal at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities February 1997 - Present
Orth Rodgers & Associates 1987 - 1997
Skills
Business Strategy, Wealth Management, Investment Properties, Series 63, Marketing, Mutual Funds, Asset Management, Financial Analysis, Real Estate, Investments, Investment Strategies, Alternative Investments, Asset Managment, Retirement Planning, Series 7, Equities, Strategic Planning, Portfolio Management, Securities, Investment Management, Asset Allocation, Due Diligence
Education
Eastern University 1992 — 1995
CBRE Clarion Securities February 1997 - Present
Orth Rodgers & Associates 1987 - 1997
Skills
Business Strategy, Wealth Management, Investment Properties, Series 63, Marketing, Mutual Funds, Asset Management, Financial Analysis, Real Estate, Investments, Investment Strategies, Alternative Investments, Asset Managment, Retirement Planning, Series 7, Equities, Strategic Planning, Portfolio Management, Securities, Investment Management, Asset Allocation, Due Diligence
Education
Eastern University 1992 — 1995
David Andrew Werner David Andrew Werner's CBRE Clarion Securities Experience September 2012 - Present
Job Associate at CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities September 2012 - Present
BNY Mellon May 2010 - July 2012
Diamond Rock LLC September 2009 - April 2010
Valley Forge Asset Management May 2008 - August 2008
Skills
Alternative Investments, Commercial Real Estate, International Real..., Bloomberg Terminal, Real Estate Economics, Investment Management, Mutual Funds, Series 7, Series 63
Education
Texas Christian University 2005 — 2009
B.S.
CBRE Clarion Securities September 2012 - Present
BNY Mellon May 2010 - July 2012
Diamond Rock LLC September 2009 - April 2010
Valley Forge Asset Management May 2008 - August 2008
Skills
Alternative Investments, Commercial Real Estate, International Real..., Bloomberg Terminal, Real Estate Economics, Investment Management, Mutual Funds, Series 7, Series 63
Education
Texas Christian University 2005 — 2009
B.S.
Melissa Morrow Melissa Morrow's CBRE Clarion Securities Experience October 2006 - December 2014
Job Account Manager at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Chris Maphis's CBRE Clarion Securities Experience March 2007 - Present
Job Senior Portfolio Accounting Analyst at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities March 2007 - Present
Kintera, Inc. February 2005 - March 2007
PNC Global Investment Servicing December 2000 - February 2005
Skills
Account Reconciliation, Hedge Funds, Accounting, Investments, Mutual Funds, Securities, Asset Allocation, Accruals, Management, Training, External Audit, Financial Analysis
Education
Saint Joseph's University 2007 — 2011
Master of Science (M.S.), Finance, General
Penn State University 1994 — 1999
Bachelor of Science (B.S.), Finance
Upper Darby High School 1990 — 1994
CBRE Clarion Securities March 2007 - Present
Kintera, Inc. February 2005 - March 2007
PNC Global Investment Servicing December 2000 - February 2005
Skills
Account Reconciliation, Hedge Funds, Accounting, Investments, Mutual Funds, Securities, Asset Allocation, Accruals, Management, Training, External Audit, Financial Analysis
Education
Saint Joseph's University 2007 — 2011
Master of Science (M.S.), Finance, General
Penn State University 1994 — 1999
Bachelor of Science (B.S.), Finance
Upper Darby High School 1990 — 1994
Marissa Ciancio Marissa Ciancio's CBRE Clarion Securities Experience September 2009 - May 2012
Job Cipperman Compliance Services, LLC
Industry Financial Services
Experience
Cipperman Compliance Services, LLC March 2014 - Present
MassMutual Financial Group 2012 - December 2013
CBRE Clarion Securities September 2009 - May 2012
ING Clarion Real Estate Securities March 2006 - September 2009
Skills
Financial Services, Finance
Education
James Madison University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Cipperman Compliance Services, LLC March 2014 - Present
MassMutual Financial Group 2012 - December 2013
CBRE Clarion Securities September 2009 - May 2012
ING Clarion Real Estate Securities March 2006 - September 2009
Skills
Financial Services, Finance
Education
James Madison University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Drew Babin, CFA's CBRE Clarion Securities Experience July 2006 - October 2014
Job Senior Research Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
CBRE Clarion Securities July 2006 - October 2014
Skills
Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Capital Markets, Asset Management, Hedge Funds, Portfolio Management, Securities
Education
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.), Economics, US History
Robert W. Baird & Co. October 2014 - Present
CBRE Clarion Securities July 2006 - October 2014
Skills
Equities, Financial Modeling, Investments, Financial Analysis, Valuation, Capital Markets, Asset Management, Hedge Funds, Portfolio Management, Securities
Education
Middlebury College 2002 — 2006
Bachelor of Arts (B.A.), Economics, US History
David Leggette, CAIA's CBRE Clarion Securities Experience July 2004 - Present
Job Marketing Executive
Industry Investment Management
Experience
CBRE Clarion Securities July 2004 - Present
SEI Investments October 1999 - June 2004
SEI 1999 - 2004
Education
Hobart and William Smith Colleges 1995 — 1999
CBRE Clarion Securities July 2004 - Present
SEI Investments October 1999 - June 2004
SEI 1999 - 2004
Education
Hobart and William Smith Colleges 1995 — 1999
Darren Olson, ChFC®'s CBRE Clarion Securities Experience May 2015 - Present
Job Senior Associate, Marketing CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities May 2015 - Present
Hartford Funds March 2013 - May 2015
Hartford Funds July 2005 - September 2013
The Vanguard Group January 2004 - July 2005
Bureau of Labor Statistics / Dept. of Labor May 2002 - August 2003
Skills
Series 63, Mutual Funds, Series 6, Financial Services, 401k, Customer Service, Retirement, Investments, Microsoft Word, Economics, Customer Relations, Licensing, Analysis, PowerPoint, Microsoft Office, Financial Planning, Account Management, Securities, Consultative Selling, Wealth Management, Excel, Word, Public Speaking, Outlook, Coaching, Finance, Sales, Salesforce.com, Marketing, Content Marketing, Marketing Communications, Insurance, Series 7, Life Insurance
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Millersville University of Pennsylvania 1999 — 2003
BA, Economics, Business Finance
CBRE Clarion Securities May 2015 - Present
Hartford Funds March 2013 - May 2015
Hartford Funds July 2005 - September 2013
The Vanguard Group January 2004 - July 2005
Bureau of Labor Statistics / Dept. of Labor May 2002 - August 2003
Skills
Series 63, Mutual Funds, Series 6, Financial Services, 401k, Customer Service, Retirement, Investments, Microsoft Word, Economics, Customer Relations, Licensing, Analysis, PowerPoint, Microsoft Office, Financial Planning, Account Management, Securities, Consultative Selling, Wealth Management, Excel, Word, Public Speaking, Outlook, Coaching, Finance, Sales, Salesforce.com, Marketing, Content Marketing, Marketing Communications, Insurance, Series 7, Life Insurance
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Millersville University of Pennsylvania 1999 — 2003
BA, Economics, Business Finance
Adam Rosenblatt's CBRE Clarion Securities Experience June 2006 - Present
Job Senior Associate at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Real Estate Securities June 2006 - Present
CBRE Clarion Securities June 2006 - Present
BlackRock June 1999 - February 2005
BlackRock 1999 - 2005
Skills
Asset Management
Education
Bachelor's Degree 1997 — 2001
Bachelor of Arts (BA)
Temple University 1997 — 2001
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Eastern High School
CBRE Clarion Real Estate Securities June 2006 - Present
CBRE Clarion Securities June 2006 - Present
BlackRock June 1999 - February 2005
BlackRock 1999 - 2005
Skills
Asset Management
Education
Bachelor's Degree 1997 — 2001
Bachelor of Arts (BA)
Temple University 1997 — 2001
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Eastern High School
Robert McManus's CBRE Clarion Securities Experience January 2015 - Present
Job CTO at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities January 2015 - Present
CBRE Clarion Securities July 2011 - December 2014
ING Clarion Real Estate Securities April 2004 - July 2011
ING Investment Management May 2004 - December 2006
Barclays Global Investors June 2000 - April 2004
Skills
Business Intelligence, Networking, Management, Vendor Management, Data Center
Education
Temple University 1991 — 1996
B.A., Communications
CBRE Clarion Securities January 2015 - Present
CBRE Clarion Securities July 2011 - December 2014
ING Clarion Real Estate Securities April 2004 - July 2011
ING Investment Management May 2004 - December 2006
Barclays Global Investors June 2000 - April 2004
Skills
Business Intelligence, Networking, Management, Vendor Management, Data Center
Education
Temple University 1991 — 1996
B.A., Communications
Jonathan Blome's CBRE Clarion Securities Experience May 2005 - Present
Job CFO, CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities May 2005 - Present
Ernst & Young LLP 2000 - 2005
Ernst & Young 2000 - 2005
Education
Drexel University 1995 — 2000
B.S. in Business, Accounting
Drexel University - LeBow College of Business 1995 — 2000
CBRE Clarion Securities May 2005 - Present
Ernst & Young LLP 2000 - 2005
Ernst & Young 2000 - 2005
Education
Drexel University 1995 — 2000
B.S. in Business, Accounting
Drexel University - LeBow College of Business 1995 — 2000
Diane Wade's CBRE Clarion Securities Experience June 1996 - Present
Job Principal, Senior Analyst at CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities June 1996 - Present
National Association of Real Estate Investment Trusts 1993 - 1996
Barnes, Morris, Pardoe and Foster July 1992 - July 1993
Grubb and Ellis Company November 1990 - July 1992
Skills
Chartered Financial..., Financial Modeling, Investments, Investment Management, Securities, Asset Allocation, Real Estate, Commercial Real Estate
Education
Penn State University 1986 — 1990
Bachelor of Science (B.S.), Real Estate (College of Business Administration)
Bishop Carroll High School
CBRE Clarion Securities June 1996 - Present
National Association of Real Estate Investment Trusts 1993 - 1996
Barnes, Morris, Pardoe and Foster July 1992 - July 1993
Grubb and Ellis Company November 1990 - July 1992
Skills
Chartered Financial..., Financial Modeling, Investments, Investment Management, Securities, Asset Allocation, Real Estate, Commercial Real Estate
Education
Penn State University 1986 — 1990
Bachelor of Science (B.S.), Real Estate (College of Business Administration)
Bishop Carroll High School
William Zitelli's CBRE Clarion Securities Experience September 2007 - Present
Job General Counsel at CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities September 2007 - Present
SEI 2000 - 2005
Merrill Lynch Investment Managers 1998 - 2000
Reboul MacMurray Hewitt Maynard & Kristol 1994 - 1998
Skills
Mutual Funds, Securities, Investment Management, Asset Managment, Risk Management, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investments, Corporate Law
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
Penn State University 1986 — 1990
B.S., Finance
CBRE Clarion Securities September 2007 - Present
SEI 2000 - 2005
Merrill Lynch Investment Managers 1998 - 2000
Reboul MacMurray Hewitt Maynard & Kristol 1994 - 1998
Skills
Mutual Funds, Securities, Investment Management, Asset Managment, Risk Management, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investments, Corporate Law
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
Penn State University 1986 — 1990
B.S., Finance
Jeremy Sloane's CBRE Clarion Securities Experience May 2011 - Present
Job Supervisor of Securities Operations at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities May 2011 - Present
SEI February 2005 - May 2011
Goldman Sachs December 2002 - February 2005
Education
Temple University
BBA, Accounting
CBRE Clarion Securities May 2011 - Present
SEI February 2005 - May 2011
Goldman Sachs December 2002 - February 2005
Education
Temple University
BBA, Accounting
Ken Weinberg's CBRE Clarion Securities Experience 2004 - Present
Job Senior Portfolio Manager at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities 2004 - Present
Legg Mason 1999 - 2004
Prudential Real Estate Investors 1991 - 1997
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Duke University 1987 — 1991
Bachelor's Degree, Civil Engineering
CBRE Clarion Securities 2004 - Present
Legg Mason 1999 - 2004
Prudential Real Estate Investors 1991 - 1997
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Duke University 1987 — 1991
Bachelor's Degree, Civil Engineering
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