CFRA Company
Industry: Company
DescriptionFounded: 1994 Subsidiary: CFRA Equity Research
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CFRA Employees
Employee
Years
Job
Industry
Brian Primost Brian Primost's CFRA Experience 1995 - 1997
Job Assistant Director Acquisitions at MackCali Realty Corporation
Industry Real Estate
Experience
Mack-Cali Realty Corporation 2014 - Present
Mack-Cali Realty Corporation 2006 - 2013
Bell & Primost Inc. 2001 - 2006
Riggs Bank N.A. 1997 - 2001
CFRA 1995 - 1997
Skills
Commercial Real Estate, Real Estate Acquisitions, Disposition, Due Diligence, Real Estate Transactions, Financial Modeling, Argus Modeling, Valuation, Investment Properties, Real Estate Development, Real Estate Financing, Asset Managment, Leases, Acquisitions, Asset Management, Commercial Leasing, Entitlements, Investments, Investors, Landlords, Property, Real Estate, Real Estate Economics, Tenant, Shopping Centers, Real Estate Private..., Dispositions
Education
New York University 2005 — 2009
MS, Real Estate Development
American University 1991 — 1995
BSBA, Accounting & Finance
Mack-Cali Realty Corporation 2014 - Present
Mack-Cali Realty Corporation 2006 - 2013
Bell & Primost Inc. 2001 - 2006
Riggs Bank N.A. 1997 - 2001
CFRA 1995 - 1997
Skills
Commercial Real Estate, Real Estate Acquisitions, Disposition, Due Diligence, Real Estate Transactions, Financial Modeling, Argus Modeling, Valuation, Investment Properties, Real Estate Development, Real Estate Financing, Asset Managment, Leases, Acquisitions, Asset Management, Commercial Leasing, Entitlements, Investments, Investors, Landlords, Property, Real Estate, Real Estate Economics, Tenant, Shopping Centers, Real Estate Private..., Dispositions
Education
New York University 2005 — 2009
MS, Real Estate Development
American University 1991 — 1995
BSBA, Accounting & Finance
Jeremy Perler Jeremy Perler's CFRA Experience July 2002 - June 2011
Job Managing Director, Schilit Forensics; CoAuthor, Financial Shenanigans
Industry Investment Management
Experience
Schilit Forensics April 2013 - Present
Financial Shenanigans (3rd edition, 2010) 2010 - Present
Coatue Management January 2012 - April 2013
CFRA July 2002 - June 2011
PricewaterhouseCoopers August 1999 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business
Master of Accounting ('99), Bachelor of Business Administration ('98)
CFA Charterholder
Awarded in 2005
CPA
Awarded in 2000 (New York)
Schilit Forensics April 2013 - Present
Financial Shenanigans (3rd edition, 2010) 2010 - Present
Coatue Management January 2012 - April 2013
CFRA July 2002 - June 2011
PricewaterhouseCoopers August 1999 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business
Master of Accounting ('99), Bachelor of Business Administration ('98)
CFA Charterholder
Awarded in 2005
CPA
Awarded in 2000 (New York)
Andrew Firmin Andrew Firmin's CFRA Experience September 2007 - November 2014
Job Account Manager at The Metro Group, Inc.
Industry Mechanical or Industrial Engineering
Experience
The Metro Group, Inc. February 2015 - Present
Waterville Valley Resort November 2001 - March 2015
CFRA September 2007 - November 2014
RISKMETRICS GROUP (now part of MSCI) June 2005 - September 2007
John Hancock Advisors February 2000 - June 2005
Skills
Customer Service, Relationship Management, Project Management, Email Marketing, Digital Marketing, Financial Risk, Securities, Equities, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Wealth Management, Investment Management, Equity Research, Sales Operations, Sales Management, Sales Presentations
Education
Roger Williams University 1995 — 1999
Bachelor's Degree, Management
Lesley University 2002 — 2004
MSM, Management
The Metro Group, Inc. February 2015 - Present
Waterville Valley Resort November 2001 - March 2015
CFRA September 2007 - November 2014
RISKMETRICS GROUP (now part of MSCI) June 2005 - September 2007
John Hancock Advisors February 2000 - June 2005
Skills
Customer Service, Relationship Management, Project Management, Email Marketing, Digital Marketing, Financial Risk, Securities, Equities, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Asset Management, Investments, Fixed Income, Wealth Management, Investment Management, Equity Research, Sales Operations, Sales Management, Sales Presentations
Education
Roger Williams University 1995 — 1999
Bachelor's Degree, Management
Lesley University 2002 — 2004
MSM, Management
EMILE ZEKRY EMILE ZEKRY's CFRA Experience November 2005 - March 2009
Job SERVER at CFRA
Industry Investment Management
Experience
Rdu taxi inc. March 2009 - Present
CFRA November 2005 - March 2009
Education
Ain Shams University 1988 — 1992
Bachelor's degree, Horticultural Science
Rdu taxi inc. March 2009 - Present
CFRA November 2005 - March 2009
Education
Ain Shams University 1988 — 1992
Bachelor's degree, Horticultural Science
Nancy Yao Maasbach Nancy Yao Maasbach's CFRA Experience March 2005 - September 2006
Job President, Museum of Chinese in America
Industry Museums and Institutions
Experience
Museum of Chinese in America February 2015 - Present
Yale-China Association July 2009 - December 2014
Council on Foreign Relations August 2006 - April 2009
CFRA March 2005 - September 2006
Goldman, Sachs & Co August 1999 - April 2005
CFR-Hitachi May 2004 - January 2005
Council on Foreign Relations August 1994 - August 1997
Skills
Economics, Foreign Policy, Fundraising, Grant Writing, International..., International Relations, Management, Non-profits, Nonprofits, Policy Analysis, Politics, Public Policy, Public Speaking, Research, Strategic Communications, Grants, Political Science, Program Evaluation, Strategic Planning
Education
Hunter College High School
Occidental College
AB, Diplomacy and World Affairs
Yale University - Yale School of Management
Master of Business Administration (MBA)
Museum of Chinese in America February 2015 - Present
Yale-China Association July 2009 - December 2014
Council on Foreign Relations August 2006 - April 2009
CFRA March 2005 - September 2006
Goldman, Sachs & Co August 1999 - April 2005
CFR-Hitachi May 2004 - January 2005
Council on Foreign Relations August 1994 - August 1997
Skills
Economics, Foreign Policy, Fundraising, Grant Writing, International..., International Relations, Management, Non-profits, Nonprofits, Policy Analysis, Politics, Public Policy, Public Speaking, Research, Strategic Communications, Grants, Political Science, Program Evaluation, Strategic Planning
Education
Hunter College High School
Occidental College
AB, Diplomacy and World Affairs
Yale University - Yale School of Management
Master of Business Administration (MBA)
Shelby Dover Shelby Dover's CFRA Experience July 2011 - November 2012
Job ERS Consultant at Deloitte
Industry Financial Services
Experience
Deloitte March 2015 - Present
Schilit Forensics March 2014 - September 2014
Coatue Management December 2012 - March 2014
CFRA July 2011 - November 2012
Financial Accounting Foundation July 2010 - July 2011
Ernst & Young January 2009 - March 2009
Energy Future Holdings May 2008 - August 2008
Skills
Certified Public..., CPA
Education
The University of Texas at Austin 2006 — 2010
Master in Professional Accounting, Accounting
Deloitte March 2015 - Present
Schilit Forensics March 2014 - September 2014
Coatue Management December 2012 - March 2014
CFRA July 2011 - November 2012
Financial Accounting Foundation July 2010 - July 2011
Ernst & Young January 2009 - March 2009
Energy Future Holdings May 2008 - August 2008
Skills
Certified Public..., CPA
Education
The University of Texas at Austin 2006 — 2010
Master in Professional Accounting, Accounting
Josh Mayer, CFA Josh Mayer, CFA's CFRA Experience September 2007 - November 2008
Job Institutional Sales at CFRA
Industry Financial Services
Experience
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
Nathan Powell's CFRA Experience March 2006 - May 2011
Job Managing Partner at The Montanus Group
Industry Financial Services
Experience
The Montanus Group July 2011 - Present
CFRA March 2006 - May 2011
Federal Deposit Insurance Corporation March 2003 - March 2006
Skills
Hedge Funds, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Equity Research, Valuation, Financial Statement..., Asset Managment, Market Risk, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Allocation, Investments, Credit Risk, Financial Risk, Risk Management, Bloomberg, Asset Management, Analysis, Emerging Markets, Finance
Education
George Mason University 2001 — 2006
PhD, ABD
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS)
The Montanus Group July 2011 - Present
CFRA March 2006 - May 2011
Federal Deposit Insurance Corporation March 2003 - March 2006
Skills
Hedge Funds, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Equity Research, Valuation, Financial Statement..., Asset Managment, Market Risk, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Allocation, Investments, Credit Risk, Financial Risk, Risk Management, Bloomberg, Asset Management, Analysis, Emerging Markets, Finance
Education
George Mason University 2001 — 2006
PhD, ABD
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS)
Jeff Furst's CFRA Experience January 2004 - August 2006
Job CFO at GANTECH
Industry Information Technology and Services
Experience
GANTECH January 2013 - Present
Brightline Interactive March 2012 - December 2012
LogicTree Corporation August 2006 - May 2012
CFRA January 2004 - August 2006
Solena Group September 2001 - December 2003
Omnipoint Corporation (now T Mobile) April 1997 - August 2000
USEC September 1994 - March 1997
Deloitte and Touche August 1988 - August 1991
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Start-ups, Budget, Financial Forecasting, Venture Capital, Cash Management, Strategic Financial..., Mergers, Financial Modeling, Finance, Accounting, Budgets, Mergers & Acquisitions, Managerial Finance, Private Equity, Unanet
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
The George Washington University - School of Business 1984 — 1988
BA, Accounting
GANTECH January 2013 - Present
Brightline Interactive March 2012 - December 2012
LogicTree Corporation August 2006 - May 2012
CFRA January 2004 - August 2006
Solena Group September 2001 - December 2003
Omnipoint Corporation (now T Mobile) April 1997 - August 2000
USEC September 1994 - March 1997
Deloitte and Touche August 1988 - August 1991
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Start-ups, Budget, Financial Forecasting, Venture Capital, Cash Management, Strategic Financial..., Mergers, Financial Modeling, Finance, Accounting, Budgets, Mergers & Acquisitions, Managerial Finance, Private Equity, Unanet
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
The George Washington University - School of Business 1984 — 1988
BA, Accounting
Renny Ponvert's CFRA Experience 2003 - 2003
Job CEO at Management CV, Inc.
Industry Capital Markets
Experience
Management CV, Inc. January 2007 - Present
Hemscott / CoreData, Inc. 2003 - 2006
CFRA 2003 - 2003
Standard & Poor's 2001 - 2003
DataJungle Software, Inc. 2000 - 2001
Primark Corporation 1995 - 2000
Value Line, Inc. 1989 - 1995
Skills
Equities, Equity Research, Private Equity, Financial Markets, Strategy, Hedge Funds, Investment Banking, Asset Allocation, Emerging Markets, Alternative Investments, Due Diligence, Valuation, Securities, Bloomberg, Financial Services, Entrepreneurship
Education
University of Pennsylvania 1978 — 1982
BA
Management CV, Inc. January 2007 - Present
Hemscott / CoreData, Inc. 2003 - 2006
CFRA 2003 - 2003
Standard & Poor's 2001 - 2003
DataJungle Software, Inc. 2000 - 2001
Primark Corporation 1995 - 2000
Value Line, Inc. 1989 - 1995
Skills
Equities, Equity Research, Private Equity, Financial Markets, Strategy, Hedge Funds, Investment Banking, Asset Allocation, Emerging Markets, Alternative Investments, Due Diligence, Valuation, Securities, Bloomberg, Financial Services, Entrepreneurship
Education
University of Pennsylvania 1978 — 1982
BA
Allen Puwalski's CFRA Experience 2002 - 2006
Job Partner at Paulson & Company
Industry Financial Services
Experience
Paulson & Company February 2007 - Present
OneWest Bank 2011 - 2015
Financial Accounting Standards Board (FASB) 2011 - 2012
CFRA 2002 - 2006
FDIC 2003 - 2005
Skills
Leadership, Hedge Funds, Equities, Capital Markets, Valuation, Investments, Asset Management, Financial Modeling, Financial Analysis, Portfolio Management, Alternative Investments, Private Equity, Fixed Income
Education
University of Maryland Baltimore County
Bachelor of Science (BS), Economics & Philosophy
Paulson & Company February 2007 - Present
OneWest Bank 2011 - 2015
Financial Accounting Standards Board (FASB) 2011 - 2012
CFRA 2002 - 2006
FDIC 2003 - 2005
Skills
Leadership, Hedge Funds, Equities, Capital Markets, Valuation, Investments, Asset Management, Financial Modeling, Financial Analysis, Portfolio Management, Alternative Investments, Private Equity, Fixed Income
Education
University of Maryland Baltimore County
Bachelor of Science (BS), Economics & Philosophy
Marc Siegel's CFRA Experience November 2001 - August 2007
Job Board Member at Financial Accounting Standards Board
Industry Accounting
Experience
Financial Accounting Standards Board October 2008 - Present
RiskMetrics Group August 2007 - October 2008
CFRA November 2001 - August 2007
Arthur Andersen July 1991 - October 2001
Skills
Accounting, Financial Analysis, Equity Research, Financial Modeling, Due Diligence, Valuation, Investments, Financial Accounting, Governance, Financial Reporting, Internal Controls, US GAAP, Financial Statement..., Mergers & Acquisitions, Business Strategy, Forensic Accounting, Analysis, Private Equity, SEC filings, Business Valuation, Corporate Finance, Capital Markets, Hedge Funds, Managerial Finance, Sarbanes-Oxley Act, Auditing, Corporate Governance, Finance, Financial Services, GAAP, IFRS
Education
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
Financial Accounting Standards Board October 2008 - Present
RiskMetrics Group August 2007 - October 2008
CFRA November 2001 - August 2007
Arthur Andersen July 1991 - October 2001
Skills
Accounting, Financial Analysis, Equity Research, Financial Modeling, Due Diligence, Valuation, Investments, Financial Accounting, Governance, Financial Reporting, Internal Controls, US GAAP, Financial Statement..., Mergers & Acquisitions, Business Strategy, Forensic Accounting, Analysis, Private Equity, SEC filings, Business Valuation, Corporate Finance, Capital Markets, Hedge Funds, Managerial Finance, Sarbanes-Oxley Act, Auditing, Corporate Governance, Finance, Financial Services, GAAP, IFRS
Education
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
Avi Oler's CFRA Experience 2002 - 2004
Job Vice President of Operations and Chief of Staff to the CEO at Spectrum Pharmaceuticals
Industry Pharmaceuticals
Experience
Spectrum Pharmaceuticals July 2011 - Present
Spectrum Pharmaceuticals June 2010 - July 2011
Kirkland & Ellis LLP September 2007 - June 2010
Kirkland & Ellis LLP May 2006 - September 2006
CFRA 2002 - 2004
Lehman Brothers 1999 - 2001
Skills
Cross-functional Team..., Corporate Law, Corporate Finance, Acquisition Integration, Corporate Development, Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Joint Ventures, Restructuring, Start-ups, Financial Modeling, Mergers, Corporate Governance, Securities, Business Strategy, Valuation, Financial Analysis, Capital Markets
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA
Northwestern University School of Law 2004 — 2007
J.D.
University of Pennsylvania 1994 — 1998
BS, Finance
JDS 1991 — 1994
high school
Spectrum Pharmaceuticals July 2011 - Present
Spectrum Pharmaceuticals June 2010 - July 2011
Kirkland & Ellis LLP September 2007 - June 2010
Kirkland & Ellis LLP May 2006 - September 2006
CFRA 2002 - 2004
Lehman Brothers 1999 - 2001
Skills
Cross-functional Team..., Corporate Law, Corporate Finance, Acquisition Integration, Corporate Development, Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Joint Ventures, Restructuring, Start-ups, Financial Modeling, Mergers, Corporate Governance, Securities, Business Strategy, Valuation, Financial Analysis, Capital Markets
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA
Northwestern University School of Law 2004 — 2007
J.D.
University of Pennsylvania 1994 — 1998
BS, Finance
JDS 1991 — 1994
high school
Richard Leggett's CFRA Experience February 2005 - August 2007
Job CEO of Frontier Strategy Group
Industry Financial Services
Experience
K Street Capital November 2012 - Present
Frontier Strategy Group January 2012 - Present
AlphaSense April 2009 - Present
Business Intelligence Advisors (BIA) October 2008 - August 2011
RiskMetrics Group July 2007 - October 2009
CFRA February 2005 - August 2007
Goldman Sachs June 2000 - February 2005
Friedman, Billings, Ramsey October 1996 - June 2000
Accenture January 1991 - October 1996
Skills
Investments, Emerging Markets, Leadership, Mergers, Hedge Funds, Equities, Talent Management, Communications Audits, Private Equity, Mergers & Acquisitions, Market Research, Asset Management, Financial Services, Investment Banking, Equity Research, Executive Management, Start-ups, Entrepreneurship, Alternative Investments
Education
Georgetown University 1986 — 1990
BS, Business Administration
Delbarton 1980 — 1986
K Street Capital November 2012 - Present
Frontier Strategy Group January 2012 - Present
AlphaSense April 2009 - Present
Business Intelligence Advisors (BIA) October 2008 - August 2011
RiskMetrics Group July 2007 - October 2009
CFRA February 2005 - August 2007
Goldman Sachs June 2000 - February 2005
Friedman, Billings, Ramsey October 1996 - June 2000
Accenture January 1991 - October 1996
Skills
Investments, Emerging Markets, Leadership, Mergers, Hedge Funds, Equities, Talent Management, Communications Audits, Private Equity, Mergers & Acquisitions, Market Research, Asset Management, Financial Services, Investment Banking, Equity Research, Executive Management, Start-ups, Entrepreneurship, Alternative Investments
Education
Georgetown University 1986 — 1990
BS, Business Administration
Delbarton 1980 — 1986
Linda Fombang's CFRA Experience June 2011 - December 2014
Job Underwriter at Northwestern Mutual
Industry Hospitality
Experience
Northwestern Mutual December 2014 - Present
CFRA June 2011 - December 2014
Skills
Microsoft Excel, Project Delivery, Management, Project Coordination, PMO, Project Management, Project Planning, MS Project, Microsoft Office, Team Building, Leadership, Change Management, PMP, Training, Analysis, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Keele University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Northwestern Mutual December 2014 - Present
CFRA June 2011 - December 2014
Skills
Microsoft Excel, Project Delivery, Management, Project Coordination, PMO, Project Management, Project Planning, MS Project, Microsoft Office, Team Building, Leadership, Change Management, PMP, Training, Analysis, Microsoft Project
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Keele University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Jason Hutto's CFRA Experience October 2005 - July 2007
Job Sales Director at BIA
Industry Financial Services
Experience
Business Intelligence Advisors December 2008 - Present
RiskMetrics Group (formally ISS) 2007 - 2009
RiskMetrics Group July 2007 - November 2008
CFRA October 2005 - July 2007
Lehman Brothers 2001 - 2004
Skills
Hedge Funds
Education
Auburn University 1996 — 2000
Bachelors, Finance & Accounting
Business Intelligence Advisors December 2008 - Present
RiskMetrics Group (formally ISS) 2007 - 2009
RiskMetrics Group July 2007 - November 2008
CFRA October 2005 - July 2007
Lehman Brothers 2001 - 2004
Skills
Hedge Funds
Education
Auburn University 1996 — 2000
Bachelors, Finance & Accounting
Barbara Ruane, CPA's CFRA Experience September 2010 - April 2012
Job Manager at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
KPMG US April 2012 - October 2013
CFRA September 2010 - April 2012
International Accounting Standards Board August 2008 - August 2010
Governmental Accounting Standards Board July 2007 - July 2008
Skills
Accounting, Financial Analysis
Education
Augustana College 2003 — 2007
BA, Accounting and Business: Finance
KPMG US October 2013 - Present
KPMG US April 2012 - October 2013
CFRA September 2010 - April 2012
International Accounting Standards Board August 2008 - August 2010
Governmental Accounting Standards Board July 2007 - July 2008
Skills
Accounting, Financial Analysis
Education
Augustana College 2003 — 2007
BA, Accounting and Business: Finance
Nanci Hunter's CFRA Experience December 2012 - October 2014
Job Justice Studies
Industry Human Resources
Experience
Mecklenburg County Sheriffs Office October 2014 - Present
CFRA December 2012 - October 2014
North Carolina Department of Corrections November 2011 - April 2012
Cabarrus County Sheriff’s Office November 2005 - August 2009
Skills
Emergency Management, Criminal Justice, Public Safety, Policy, Physical Security, Cpr Certified, Crisis Management, Enforcement, Police, Firearms, Disaster Response, Investigation, Security, Human Resources, Customer Service, Event Planning, Management, Microsoft Excel, Microsoft Word, Team Building
Education
North Carolina Wesleyan College 2000 — 2005
Justice Studies, Justice Studies
Liberty University
Professional Counseling
Mecklenburg County Sheriffs Office October 2014 - Present
CFRA December 2012 - October 2014
North Carolina Department of Corrections November 2011 - April 2012
Cabarrus County Sheriff’s Office November 2005 - August 2009
Skills
Emergency Management, Criminal Justice, Public Safety, Policy, Physical Security, Cpr Certified, Crisis Management, Enforcement, Police, Firearms, Disaster Response, Investigation, Security, Human Resources, Customer Service, Event Planning, Management, Microsoft Excel, Microsoft Word, Team Building
Education
North Carolina Wesleyan College 2000 — 2005
Justice Studies, Justice Studies
Liberty University
Professional Counseling
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY