Chaffe & Associates, Inc.
Description
Address: 201 St Charles Ave, New Orleans, LA 70170 Phone: (504) 524-1801Hours: : Place name: Website: : Category: : : : : Website: http://chaffe-associates.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Chaffe & Associates, Inc. Investment Bankers Posting publicly on the Web Write a review Reviews Be the first to review
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Chaffe & Associates, Inc. Employees
Employee
Years
Job
Industry
Jeremy Goh Jeremy Goh's Chaffe & Associates, Inc. Experience May 2015 - Present
Job Corporate Valuation Analyst at Chaffe & Associates, Inc.
Industry Financial Services
Experience
Chaffe & Associates, Inc. May 2015 - Present
Tulane University August 2012 - Present
Tulane University, Master of Finance Program January 2015 - May 2015
Xcellink Pte Ltd February 2012 - May 2012
Skills
Finance, Leadership, Chinese, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor’s Degree, Finance, General
Chaffe & Associates, Inc. May 2015 - Present
Tulane University August 2012 - Present
Tulane University, Master of Finance Program January 2015 - May 2015
Xcellink Pte Ltd February 2012 - May 2012
Skills
Finance, Leadership, Chinese, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2016
Bachelor’s Degree, Finance, General
Annelise Broussard's Chaffe & Associates, Inc. Experience January 2012 - May 2013
Job Incoming Structured Finance Analyst at EY
Industry Accounting
Experience
EY September 2015 - Present
Toastmasters International June 2014 - Present
WTUL New Orleans 91.5 FM September 2010 - Present
Tulane University January 2015 - May 2015
PwC January 2014 - March 2014
Tulane University August 2013 - December 2013
Advanced Polymer Monitoring Technologies, Inc. August 2013 - December 2013
Siemens May 2013 - August 2013
Chaffe & Associates, Inc. January 2012 - May 2013
Build-A-Bear Workshop August 2008 - August 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Spanish, Access, Fundraising, Financial Analysis, Collaborative Problem..., Customer Service, Teamwork, Facebook
Education
Tulane University - A.B. Freeman School of Business 2010 — 2015
Accounting and Finance, Graduate Student
EY September 2015 - Present
Toastmasters International June 2014 - Present
WTUL New Orleans 91.5 FM September 2010 - Present
Tulane University January 2015 - May 2015
PwC January 2014 - March 2014
Tulane University August 2013 - December 2013
Advanced Polymer Monitoring Technologies, Inc. August 2013 - December 2013
Siemens May 2013 - August 2013
Chaffe & Associates, Inc. January 2012 - May 2013
Build-A-Bear Workshop August 2008 - August 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Spanish, Access, Fundraising, Financial Analysis, Collaborative Problem..., Customer Service, Teamwork, Facebook
Education
Tulane University - A.B. Freeman School of Business 2010 — 2015
Accounting and Finance, Graduate Student
Steven Krueger's Chaffe & Associates, Inc. Experience May 2009 - August 2009
Job Virtualization Lead Sales Engineer at Citrix
Industry Computer Software
Experience
Citrix January 2015 - Present
Citrix January 2011 - December 2014
ConocoPhillips June 2010 - August 2010
Deloitte January 2010 - March 2010
Chaffe & Associates, Inc. May 2009 - August 2009
Darwin Fenner Student-Managed Fund January 2009 - May 2009
Burkenroad Reports August 2008 - December 2008
Skills
Citrix, Consulting, Microsoft Excel, Virtualization, Xen, Valuation, VDI, vSphere, Active Directory, Networking, Financial Modeling, XenApp, XenDesktop, XenServer, Provisioning Services, Windows Server, Login VSI, Training, Teaching, Leadership, Scalability, Windows, Investments, Public Speaking, SQL, Blogging, Information Security
Education
Tulane University - A.B. Freeman School of Business
Master of Accounting
Tulane University - A.B. Freeman School of Business
BSM, Finance - Energy Specialization, Cum Laude
Citrix January 2015 - Present
Citrix January 2011 - December 2014
ConocoPhillips June 2010 - August 2010
Deloitte January 2010 - March 2010
Chaffe & Associates, Inc. May 2009 - August 2009
Darwin Fenner Student-Managed Fund January 2009 - May 2009
Burkenroad Reports August 2008 - December 2008
Skills
Citrix, Consulting, Microsoft Excel, Virtualization, Xen, Valuation, VDI, vSphere, Active Directory, Networking, Financial Modeling, XenApp, XenDesktop, XenServer, Provisioning Services, Windows Server, Login VSI, Training, Teaching, Leadership, Scalability, Windows, Investments, Public Speaking, SQL, Blogging, Information Security
Education
Tulane University - A.B. Freeman School of Business
Master of Accounting
Tulane University - A.B. Freeman School of Business
BSM, Finance - Energy Specialization, Cum Laude
Matthew Meeks Matthew Meeks's Chaffe & Associates, Inc. Experience April 2013 - Present
Job Financial Analyst, Mergers & Acquisitions at Chaffe & Associates, Inc.
Industry Financial Services
Experience
Chaffe & Associates, Inc. April 2013 - Present
Shareholder InSite, Inc December 2011 - April 2013
Corporate Finance Associates April 2010 - September 2011
Sekisui, Inc. May 2005 - April 2010
Skills
Financial Analysis, Financial Modeling, Business Valuation, Cap Table Management, Capitalization, Customer Service, Mergers & Acquisitions, Manage Client..., DCF Valuation, Equity Valuation, Venture Capital, Private Equity, Private Companies, Market Research, Report Writing
Education
The University of Memphis 2009 — 2011
M.S., Business Administration, Finance
Sewanee-The University of the South 2005 — 2009
B.A., Religion
Christian Brothers High School 2001 — 2005
High School Diploma
Chaffe & Associates, Inc. April 2013 - Present
Shareholder InSite, Inc December 2011 - April 2013
Corporate Finance Associates April 2010 - September 2011
Sekisui, Inc. May 2005 - April 2010
Skills
Financial Analysis, Financial Modeling, Business Valuation, Cap Table Management, Capitalization, Customer Service, Mergers & Acquisitions, Manage Client..., DCF Valuation, Equity Valuation, Venture Capital, Private Equity, Private Companies, Market Research, Report Writing
Education
The University of Memphis 2009 — 2011
M.S., Business Administration, Finance
Sewanee-The University of the South 2005 — 2009
B.A., Religion
Christian Brothers High School 2001 — 2005
High School Diploma
Richard Roberts, Jr.'s Chaffe & Associates, Inc. Experience June 2007 - July 2008
Job Director MLP Research
Industry Investment Banking
Experience
Howard Weil August 2008 - Present
Chaffe & Associates, Inc. June 2007 - July 2008
Skills
Capital Markets, Financial Modeling, Equity Valuation, Due Diligence, Corporate Finance, Equities, Financial Analysis, Investment Banking, Equity Research, Valuation, Finance, Bloomberg, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Master of Finance, Finance
University of New Orleans 2000 — 2005
Bachelor of Science, Finance
Howard Weil August 2008 - Present
Chaffe & Associates, Inc. June 2007 - July 2008
Skills
Capital Markets, Financial Modeling, Equity Valuation, Due Diligence, Corporate Finance, Equities, Financial Analysis, Investment Banking, Equity Research, Valuation, Finance, Bloomberg, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Master of Finance, Finance
University of New Orleans 2000 — 2005
Bachelor of Science, Finance
Michael Mestayer, Jr. Michael Mestayer, Jr.'s Chaffe & Associates, Inc. Experience October 2011 - July 2014
Job Associate Financial Institutions Group
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
FBR August 2014 - August 2015
Chaffe & Associates, Inc. October 2011 - July 2014
ThirtyNorth Investments, LLC June 2011 - September 2011
Owen Graduate School of Management July 2010 - May 2011
Advisean Partners, LLC May 2010 - July 2010
Drysdale Consulting, LLC May 2009 - September 2009
Skills
Financial Modeling, Valuation, DCF, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis, Equity Valuation, Due Diligence, Derivatives, Financial Forecasting, Mergers & Acquisitions, Microsoft Excel, Bloomberg
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Physics
Deutsche Bank September 2015 - Present
FBR August 2014 - August 2015
Chaffe & Associates, Inc. October 2011 - July 2014
ThirtyNorth Investments, LLC June 2011 - September 2011
Owen Graduate School of Management July 2010 - May 2011
Advisean Partners, LLC May 2010 - July 2010
Drysdale Consulting, LLC May 2009 - September 2009
Skills
Financial Modeling, Valuation, DCF, Corporate Finance, Investment Banking, Business Valuation, Financial Analysis, Equity Valuation, Due Diligence, Derivatives, Financial Forecasting, Mergers & Acquisitions, Microsoft Excel, Bloomberg
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Master of Science, Finance
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Physics
Frank Devay's Chaffe & Associates, Inc. Experience November 2000 - Present
Job Senior Vice President at Chaffe & Associates, Inc.
Industry Investment Banking
Experience
Chaffe & Associates, Inc. November 2000 - Present
Skills
Valuation, Corporate Finance, Mergers
Education
Loyola University New Orleans 1986 — 1988
BBA, Economics
Chaffe & Associates, Inc. November 2000 - Present
Skills
Valuation, Corporate Finance, Mergers
Education
Loyola University New Orleans 1986 — 1988
BBA, Economics
John P. Hammond John P. Hammond's Chaffe & Associates, Inc. Experience September 2011 - Present
Job Vice President at Chaffe & Associates
Industry Investment Banking
Experience
Chaffe & Associates, Inc. September 2011 - Present
SmartSynch May 2008 - September 2011
American HealthTech, Inc. July 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Mergers, Mergers, Valuation, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
University of Alabama 1980 — 1984
BA, History
Isidore Newman School 1975 — 1979
Chaffe & Associates, Inc. September 2011 - Present
SmartSynch May 2008 - September 2011
American HealthTech, Inc. July 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Mergers, Mergers, Valuation, Business Valuation
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
University of Alabama 1980 — 1984
BA, History
Isidore Newman School 1975 — 1979
Sarah L. Costello's Chaffe & Associates, Inc. Experience November 2012 - March 2013
Job Attorney / AML Compliance Consultant
Industry Financial Services
Experience
TotalBank May 2015 - Present
The Waltz Law Group, LLC March 2015 - Present
Navigant Consulting Limited November 2014 - March 2015
Derbes Law Firm April 2013 - August 2014
Chaffe & Associates, Inc. November 2012 - March 2013
Skills
Anti Money Laundering, BSA/AML Investigations, Regulatory Compliance, Transactional Law, Suspicious Activity..., Due Diligence, Business Transactions, Mergers & Acquisitions, Contractual Agreements, Supervisory & Training, Corporate Finance, Westlaw, LexisNexis, Legal Research, Legal Writing, Courts, Private Equity, Civil Litigation, Corporate Law, Legal Issues, Commercial Litigation, Finance
Education
Louisiana State University, Paul M. Hebert Law Center 2009 — 2012
J.D., Law
Louisiana Tech University 2002 — 2006
B.A., History
TotalBank May 2015 - Present
The Waltz Law Group, LLC March 2015 - Present
Navigant Consulting Limited November 2014 - March 2015
Derbes Law Firm April 2013 - August 2014
Chaffe & Associates, Inc. November 2012 - March 2013
Skills
Anti Money Laundering, BSA/AML Investigations, Regulatory Compliance, Transactional Law, Suspicious Activity..., Due Diligence, Business Transactions, Mergers & Acquisitions, Contractual Agreements, Supervisory & Training, Corporate Finance, Westlaw, LexisNexis, Legal Research, Legal Writing, Courts, Private Equity, Civil Litigation, Corporate Law, Legal Issues, Commercial Litigation, Finance
Education
Louisiana State University, Paul M. Hebert Law Center 2009 — 2012
J.D., Law
Louisiana Tech University 2002 — 2006
B.A., History
Lauren Gutterman Lauren Gutterman's Chaffe & Associates, Inc. Experience May 2013 - May 2014
Job Portfolio Manager Energy Lending at IBERIABANK
Industry Banking
Experience
IBERIABANK March 2015 - Present
IBERIABANK July 2014 - February 2015
Chaffe & Associates, Inc. May 2013 - May 2014
A. B. Freeman School of Business - Burkenroad Reports August 2013 - December 2013
PPQ Development, LLC September 2011 - May 2012
Stone Creek Club and Spa January 2011 - September 2011
Skills
Financial Analysis, Valuation, Underwriting, Microsoft Excel, Investments, Finance, Team Leadership, Financial Modeling, Communication, Bloomberg, Market Research, Research, Operating Budgets, Due Diligence, Equity Research, Portfolio Management, Risk Management, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Energy
The University of Southern Mississippi 2006 — 2010
Bachelor of Science (B.S.), Business Administration
IBERIABANK March 2015 - Present
IBERIABANK July 2014 - February 2015
Chaffe & Associates, Inc. May 2013 - May 2014
A. B. Freeman School of Business - Burkenroad Reports August 2013 - December 2013
PPQ Development, LLC September 2011 - May 2012
Stone Creek Club and Spa January 2011 - September 2011
Skills
Financial Analysis, Valuation, Underwriting, Microsoft Excel, Investments, Finance, Team Leadership, Financial Modeling, Communication, Bloomberg, Market Research, Research, Operating Budgets, Due Diligence, Equity Research, Portfolio Management, Risk Management, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Energy
The University of Southern Mississippi 2006 — 2010
Bachelor of Science (B.S.), Business Administration
David Cusimano's Chaffe & Associates, Inc. Experience April 2011 - July 2012
Job Principal at Gulf Search Capital / Emerge Dynamics Active Management Consulting
Industry Venture Capital & Private Equity
Experience
Gulf Search Capital July 2012 - Present
Emerge Dynamics - Active Management Consulting July 2012 - Present
Goldman Sachs 10,000 Small Businesses Initiative June 2013 - Present
Day Flier January 2011 - Present
Gulf Coast Aviation Charter May 2009 - Present
Delgado Community College August 2008 - Present
Tulane University July 2012 - July 2014
Chaffe & Associates, Inc. April 2011 - July 2012
Gulf Coast Aviation Flight School February 2005 - September 2011
Burkenroad Reports August 2010 - December 2010
Skills
Economics, Cost Analysis, Aircraft Management, Financial Analysis, Strategic Planning, Forecasting, Business Strategy, Mergers, Valuation, New Business Development, Public Speaking, Management Consulting, Due Diligence, Commercial Aviation, Commercial Pilot, Economic Development, Development Economics, Strategy Development, Strategic Consulting, Capital IQ, Proofreading, Speaking Engagements, Teaching, Capital Budgeting, Cash Flow, Business Turnaround, Strategy, Turnaround Strategy, Mergers & Acquisitions, Finance, Financial Modeling, Aircraft, Venture Capital
Education
TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESSNew 2009 — 2011
Master, Business Administration; Finance, International Business
The University of Texas at Arlington - College of Business 2002 — 2004
M.A., Economics
Louisiana State University 1997 — 2001
B.S., Mechanical Engineering
CM&AA Training
CM&AA Training
CM&AA Training
Jesuit High School
Gulf Search Capital July 2012 - Present
Emerge Dynamics - Active Management Consulting July 2012 - Present
Goldman Sachs 10,000 Small Businesses Initiative June 2013 - Present
Day Flier January 2011 - Present
Gulf Coast Aviation Charter May 2009 - Present
Delgado Community College August 2008 - Present
Tulane University July 2012 - July 2014
Chaffe & Associates, Inc. April 2011 - July 2012
Gulf Coast Aviation Flight School February 2005 - September 2011
Burkenroad Reports August 2010 - December 2010
Skills
Economics, Cost Analysis, Aircraft Management, Financial Analysis, Strategic Planning, Forecasting, Business Strategy, Mergers, Valuation, New Business Development, Public Speaking, Management Consulting, Due Diligence, Commercial Aviation, Commercial Pilot, Economic Development, Development Economics, Strategy Development, Strategic Consulting, Capital IQ, Proofreading, Speaking Engagements, Teaching, Capital Budgeting, Cash Flow, Business Turnaround, Strategy, Turnaround Strategy, Mergers & Acquisitions, Finance, Financial Modeling, Aircraft, Venture Capital
Education
TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESSNew 2009 — 2011
Master, Business Administration; Finance, International Business
The University of Texas at Arlington - College of Business 2002 — 2004
M.A., Economics
Louisiana State University 1997 — 2001
B.S., Mechanical Engineering
CM&AA Training
CM&AA Training
CM&AA Training
Jesuit High School
Judith Gronna Judith Gronna's Chaffe & Associates, Inc. Experience May 2013 - December 2013
Job Second Year Student at Tulane University Law School
Industry Law Practice
Experience
The ELLA Project July 2015 - September 2015
Tulane Environmental Law Clinic July 2015 - August 2015
Law Office of Sally D. Fleming April 2014 - June 2014
Park Restaurant December 2013 - February 2014
Chaffe & Associates, Inc. May 2013 - December 2013
Newcomb Art Gallery September 2011 - May 2013
Law Office of Gregory L. Ryan June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking
Education
Tulane University Law School 2014 — 2017
Tulane University 2008 — 2013
Bachelor of Arts (B.A.), Art History and Fine Arts (Ceramics Concentration)
Punahou School 1995 — 2008
The ELLA Project July 2015 - September 2015
Tulane Environmental Law Clinic July 2015 - August 2015
Law Office of Sally D. Fleming April 2014 - June 2014
Park Restaurant December 2013 - February 2014
Chaffe & Associates, Inc. May 2013 - December 2013
Newcomb Art Gallery September 2011 - May 2013
Law Office of Gregory L. Ryan June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking
Education
Tulane University Law School 2014 — 2017
Tulane University 2008 — 2013
Bachelor of Arts (B.A.), Art History and Fine Arts (Ceramics Concentration)
Punahou School 1995 — 2008
Christian Riess Christian Riess's Chaffe & Associates, Inc. Experience May 2014 - August 2014
Job PC Analyst at Deloitte Consulting LLP
Industry Higher Education
Experience
Deloitte Consulting LLP January 2015 - Present
University of Georgia August 2010 - December 2014
Chaffe & Associates, Inc. May 2014 - August 2014
Skills
Research, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Financial Analysis, Microsoft Word
Education
The University of Georgia
Bachelor of Business Administration (BBA) in Economics/Finance
Deloitte Consulting LLP January 2015 - Present
University of Georgia August 2010 - December 2014
Chaffe & Associates, Inc. May 2014 - August 2014
Skills
Research, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Financial Analysis, Microsoft Word
Education
The University of Georgia
Bachelor of Business Administration (BBA) in Economics/Finance
Taylor Gilbert Taylor Gilbert's Chaffe & Associates, Inc. Experience September 2014 - Present
Job Assistant Vice President at Chaffe & Associates, Inc.
Industry Financial Services
Experience
Chaffe & Associates, Inc. September 2014 - Present
Chaffe & Associates, Inc. August 2012 - September 2014
ReactWell January 2012 - August 2012
Hernandez Consulting, LLC January 2011 - October 2011
RSF Social Finance May 2011 - August 2011
American Heart Association August 2007 - July 2010
Feature Film Productions November 2005 - August 2007
Skills
Strategic Consulting, Financial Modeling, Equity Research, Investments, Energy, Non-profits, Strategy, Mergers & Acquisitions, Start-ups, Venture Capital, Corporate Finance, Nonprofits
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance
Tulane University 2001 — 2005
B.A., Political Economy
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course
Trinity Preparatory School 1997 — 2001
Chaffe & Associates, Inc. September 2014 - Present
Chaffe & Associates, Inc. August 2012 - September 2014
ReactWell January 2012 - August 2012
Hernandez Consulting, LLC January 2011 - October 2011
RSF Social Finance May 2011 - August 2011
American Heart Association August 2007 - July 2010
Feature Film Productions November 2005 - August 2007
Skills
Strategic Consulting, Financial Modeling, Equity Research, Investments, Energy, Non-profits, Strategy, Mergers & Acquisitions, Start-ups, Venture Capital, Corporate Finance, Nonprofits
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance
Tulane University 2001 — 2005
B.A., Political Economy
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course
Trinity Preparatory School 1997 — 2001
Marc Katsanis's Chaffe & Associates, Inc. Experience June 1996 - Present
Job Senior Vice President at Chaffe & Associates, Inc.
Industry Investment Banking
Experience
Chaffe & Associates, Inc. June 1996 - Present
Skills
CPA, CFA, CPVA, Equity Research, Chartered Financial..., Valuation, Financial Modeling, Business Valuation, Equity Valuation, Intellectual Property..., Private Equity, Investments, Strategic Planning, Fairness Opinions
Education
Loyola University New Orleans 1991 — 1996
BBA, Finance, Accounting, Communications
JQA Middle School
JQA Middle School
JQA Middle School
Chaffe & Associates, Inc. June 1996 - Present
Skills
CPA, CFA, CPVA, Equity Research, Chartered Financial..., Valuation, Financial Modeling, Business Valuation, Equity Valuation, Intellectual Property..., Private Equity, Investments, Strategic Planning, Fairness Opinions
Education
Loyola University New Orleans 1991 — 1996
BBA, Finance, Accounting, Communications
JQA Middle School
JQA Middle School
JQA Middle School
Vanessa Claiborne Vanessa Claiborne's Chaffe & Associates, Inc. Experience 1987 - Present
Job President and CEO at Chaffe & Associates, Inc.
Industry Investment Banking
Experience
Chaffe & Associates, Inc. 1987 - Present
Association for Corporate Growth 2010 - Present
Business Council of Greater New Orleans 2010 - 2011
WPC and NOEPC 2000 - 2011
Skills
Valuation, Investment Banking, Mergers, Business Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Equity Research, Banking, Debt Restructuring, Securities, Management Consulting, Financial Services, Financial Advisory, GAAP, Funding, Due Diligence, Financial Modeling, Investments, Finance, Strategic Planning, Financial Analysis
Education
The University of Texas at Austin
MBA, Finance
Trinity University
BS, Accounting
Chaffe & Associates, Inc. 1987 - Present
Association for Corporate Growth 2010 - Present
Business Council of Greater New Orleans 2010 - 2011
WPC and NOEPC 2000 - 2011
Skills
Valuation, Investment Banking, Mergers, Business Valuation, Corporate Finance, Private Equity, Mergers & Acquisitions, Equity Research, Banking, Debt Restructuring, Securities, Management Consulting, Financial Services, Financial Advisory, GAAP, Funding, Due Diligence, Financial Modeling, Investments, Finance, Strategic Planning, Financial Analysis
Education
The University of Texas at Austin
MBA, Finance
Trinity University
BS, Accounting
Joe Costantinou's Chaffe & Associates, Inc. Experience September 2009 - December 2009
Job Trader at Citigroup Energy Inc.
Industry Oil & Energy
Experience
Citigroup Energy Inc. August 2013 - Present
Citigroup Energy Inc. March 2011 - August 2013
Tulane Energy Institute August 2010 - December 2010
Burkenroad Reports January 2010 - December 2010
Citi Global Commodities June 2010 - August 2010
Johnson Rice & Company January 2010 - May 2010
Chaffe & Associates, Inc. September 2009 - December 2009
Burkenroad Reports August 2009 - December 2009
Scottrade February 2009 - September 2009
Skills
Equity Research, Trading, Commodity Markets, Valuation, Bloomberg, Financial Modeling, Equity Valuation, Equities, Fixed Income, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Economics, Derivatives, Stata, Finance, Data Analysis, Microsoft Excel, VBA
Education
Tulane University - A.B. Freeman School of Business 2007 — 2010
Bachelors of Science, Finance
Althoff Catholic High School 2003 — 2007
St. Clare
Citigroup Energy Inc. August 2013 - Present
Citigroup Energy Inc. March 2011 - August 2013
Tulane Energy Institute August 2010 - December 2010
Burkenroad Reports January 2010 - December 2010
Citi Global Commodities June 2010 - August 2010
Johnson Rice & Company January 2010 - May 2010
Chaffe & Associates, Inc. September 2009 - December 2009
Burkenroad Reports August 2009 - December 2009
Scottrade February 2009 - September 2009
Skills
Equity Research, Trading, Commodity Markets, Valuation, Bloomberg, Financial Modeling, Equity Valuation, Equities, Fixed Income, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Economics, Derivatives, Stata, Finance, Data Analysis, Microsoft Excel, VBA
Education
Tulane University - A.B. Freeman School of Business 2007 — 2010
Bachelors of Science, Finance
Althoff Catholic High School 2003 — 2007
St. Clare
Whit Slocum's Chaffe & Associates, Inc. Experience August 2011 - Present
Job Assistant Vice President, Mergers & Acquisitions at Chaffe & Associates, Inc.
Industry Financial Services
Experience
Chaffe & Associates, Inc. August 2011 - Present
Tulane University December 2010 - June 2011
Darwin Fenner Student Managed Fund December 2010 - June 2011
UBS November 2006 - September 2008
Click Tactics September 2005 - November 2006
Skills
Financial Modeling, Asset Managment, Investment Banking, Mutual Funds, Mergers, Wealth Management, Valuation, Bloomberg, Equity Research, Financial Analysis, Corporate Finance, Investments, Due Diligence, Equities, Asset Management, Mergers & Acquisitions, Business Valuation, Equity Valuation, Capital IQ
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance, Energy & Intl. Business
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Legal Studies in Business
Chaffe & Associates, Inc. August 2011 - Present
Tulane University December 2010 - June 2011
Darwin Fenner Student Managed Fund December 2010 - June 2011
UBS November 2006 - September 2008
Click Tactics September 2005 - November 2006
Skills
Financial Modeling, Asset Managment, Investment Banking, Mutual Funds, Mergers, Wealth Management, Valuation, Bloomberg, Equity Research, Financial Analysis, Corporate Finance, Investments, Due Diligence, Equities, Asset Management, Mergers & Acquisitions, Business Valuation, Equity Valuation, Capital IQ
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
MBA, Finance, Energy & Intl. Business
Tulane University - A.B. Freeman School of Business 2001 — 2005
BSM, Legal Studies in Business
Ed Freydel, CFA's Chaffe & Associates, Inc. Experience March 2006 - July 2011
Job Director of Strategic Development at OCI Chemical
Industry Mining & Metals
Experience
OCI Chemical April 2015 - Present
Evercore Partners July 2011 - April 2015
Chaffe & Associates, Inc. March 2006 - July 2011
Darwin Fenner Student Managed Fund January 2006 - June 2006
Skills
Valuation, Financial Analysis, Equities, Financial Reporting, Finance, Financial Statement..., Strategic Planning, Cash Flow, Research, Budgets, Business Planning, Sarbanes-Oxley, Strategy, Database Administration, Executive Management, Sarbanes-Oxley Act, Due Diligence, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance, Sociology
OCI Chemical April 2015 - Present
Evercore Partners July 2011 - April 2015
Chaffe & Associates, Inc. March 2006 - July 2011
Darwin Fenner Student Managed Fund January 2006 - June 2006
Skills
Valuation, Financial Analysis, Equities, Financial Reporting, Finance, Financial Statement..., Strategic Planning, Cash Flow, Research, Budgets, Business Planning, Sarbanes-Oxley, Strategy, Database Administration, Executive Management, Sarbanes-Oxley Act, Due Diligence, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance, Sociology
Gay Le Breton's Chaffe & Associates, Inc. Experience
Job Managing Director at Chaffe & Associates, Inc.
Industry Investment Banking
Experience
Chaffe & Associates, Inc.
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Valuation, Entrepreneurship, Strategic Planning, Start-ups, Financial Modeling, Business Valuation, Due Diligence, Business Strategy, Financial Analysis, Equity Valuation, Strategy, Mergers, LBO, DCF, Equity Research, Private Equity
Education
Tulane University 1975 — 1977
MBA, Finance
Tulane Universtiy
Chaffe & Associates, Inc.
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Valuation, Entrepreneurship, Strategic Planning, Start-ups, Financial Modeling, Business Valuation, Due Diligence, Business Strategy, Financial Analysis, Equity Valuation, Strategy, Mergers, LBO, DCF, Equity Research, Private Equity
Education
Tulane University 1975 — 1977
MBA, Finance
Tulane Universtiy
Black Chaffe's Chaffe & Associates, Inc. Experience 2010 - Present
Job Chairman of the Board at Chaffe & Associates, Inc.
Industry Financial Services
Experience
Chaffe & Associates, Inc. 2010 - Present
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Equities, Valuation, Financial Modeling, Business Valuation, Venture Capital, Strategic Planning, Business Strategy, Start-ups, Investment Banking, Strategy, Investments, Private Equity, Corporate Finance
Education
Tulane University
Tulane University
Chaffe & Associates, Inc. 2010 - Present
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Equities, Valuation, Financial Modeling, Business Valuation, Venture Capital, Strategic Planning, Business Strategy, Start-ups, Investment Banking, Strategy, Investments, Private Equity, Corporate Finance
Education
Tulane University
Tulane University
Timothy Bonstaff's Chaffe & Associates, Inc. Experience May 2009 - May 2010
Job Associate Energy Group at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners July 2011 - Present
Stephens Inc. June 2010 - July 2011
Chaffe & Associates, Inc. May 2009 - May 2010
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
Evercore Partners July 2011 - Present
Stephens Inc. June 2010 - July 2011
Chaffe & Associates, Inc. May 2009 - May 2010
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
Chris Partridge's Chaffe & Associates, Inc. Experience June 2009 - March 2011
Job Director of Strategy and M&A at USD Group LLC
Industry Oil & Energy
Experience
USD Group LLC December 2014 - Present
USD Group LLC March 2014 - November 2014
Evercore July 2013 - February 2014
Evercore March 2011 - June 2013
Chaffe & Associates, Inc. June 2009 - March 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Bloomberg, Investments, Mergers, Budget Proposals, Investment Banking, Capital Markets, Due Diligence, Strategy, Finance, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance, Finance
Tulane University 2004 — 2008
BSM, Business - Finance
USD Group LLC December 2014 - Present
USD Group LLC March 2014 - November 2014
Evercore July 2013 - February 2014
Evercore March 2011 - June 2013
Chaffe & Associates, Inc. June 2009 - March 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Bloomberg, Investments, Mergers, Budget Proposals, Investment Banking, Capital Markets, Due Diligence, Strategy, Finance, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance, Finance
Tulane University 2004 — 2008
BSM, Business - Finance
Michael Podvin's Chaffe & Associates, Inc. Experience November 2011 - May 2012
Job Issuer Solutions Associate at SecondMarket, Inc.
Industry Venture Capital & Private Equity
Experience
SecondMarket, Inc. July 2012 - Present
Chaffe & Associates, Inc. November 2011 - May 2012
Alpha Kappa Psi December 2010 - December 2011
SecondMarket, Inc. June 2011 - August 2011
Ben Franklin Technology Partners April 2009 - August 2010
Tulane University December 2008 - May 2009
Tulane University February 2009 - April 2009
Skills
Financial Analysis, Investments, Valuation, Investment Banking, PowerPoint, Finance, Financial Modeling, Capital IQ, Corporate Finance, Access, Microsoft Excel, Equity Research, Equity Valuation, DCF, Accounting, Due Diligence, Private Equity, Equities
Education
Tulane University 2008 — 2012
Finance, Legal Studies, Business
Tulane University - A.B. Freeman School of Business 2008 — 2012
Finance, Master of Accounting, Finance, Accounting
SecondMarket, Inc. July 2012 - Present
Chaffe & Associates, Inc. November 2011 - May 2012
Alpha Kappa Psi December 2010 - December 2011
SecondMarket, Inc. June 2011 - August 2011
Ben Franklin Technology Partners April 2009 - August 2010
Tulane University December 2008 - May 2009
Tulane University February 2009 - April 2009
Skills
Financial Analysis, Investments, Valuation, Investment Banking, PowerPoint, Finance, Financial Modeling, Capital IQ, Corporate Finance, Access, Microsoft Excel, Equity Research, Equity Valuation, DCF, Accounting, Due Diligence, Private Equity, Equities
Education
Tulane University 2008 — 2012
Finance, Legal Studies, Business
Tulane University - A.B. Freeman School of Business 2008 — 2012
Finance, Master of Accounting, Finance, Accounting
Edward Wendel's Chaffe & Associates, Inc. Experience September 2008 - May 2009
Job Senior Associate Equity Research at Citi
Industry Investment Management
Experience
Citi October 2014 - Present
Summer Street Capital Partners March 2013 - July 2014
Raymond James Financial Inc. May 2011 - February 2013
Chiron Partners January 2010 - May 2011
Chaffe & Associates, Inc. September 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Equity Research, Bloomberg, Due Diligence, LBO, Corporate Finance, Equities, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Tulane University 2004 — 2008
Bachelor of Science in Management, Finance
Cornell University 2005 — 2005
Ellenville High School
Citi October 2014 - Present
Summer Street Capital Partners March 2013 - July 2014
Raymond James Financial Inc. May 2011 - February 2013
Chiron Partners January 2010 - May 2011
Chaffe & Associates, Inc. September 2008 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Equity Research, Bloomberg, Due Diligence, LBO, Corporate Finance, Equities, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Tulane University 2004 — 2008
Bachelor of Science in Management, Finance
Cornell University 2005 — 2005
Ellenville High School
Greg Weitman's Chaffe & Associates, Inc. Experience July 2012 - July 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2015 - Present
Deutsche Bank August 2013 - Present
Chaffe & Associates, Inc. July 2012 - July 2013
Chaffe & Associates, Inc. June 2011 - August 2011
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
Master of Accounting, BSM Finance
Packer Collegiate Institute
Deutsche Bank July 2015 - Present
Deutsche Bank August 2013 - Present
Chaffe & Associates, Inc. July 2012 - July 2013
Chaffe & Associates, Inc. June 2011 - August 2011
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
Master of Accounting, BSM Finance
Packer Collegiate Institute
Jamie Rennar's Chaffe & Associates, Inc. Experience May 2010 - May 2011
Job Acquisition Marketing Analyst at Sunrun
Industry Renewables & Environment
Experience
Sunrun August 2015 - Present
Sunrun February 2014 - July 2015
Sunrun November 2013 - February 2014
Citigroup Energy, Inc. July 2011 - August 2013
The Good Space Pilates and Yoga Studio April 2013 - July 2013
Chaffe & Associates, Inc. May 2010 - May 2011
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Equities, Yoga, Pinterest, Instagram, Account Management, Sales, Analysis, Trading, Options, Commodity, Equity Research, Investment Banking, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance, General, Major GPA: 3.96 / Overall GPA: 3.60
Sunrun August 2015 - Present
Sunrun February 2014 - July 2015
Sunrun November 2013 - February 2014
Citigroup Energy, Inc. July 2011 - August 2013
The Good Space Pilates and Yoga Studio April 2013 - July 2013
Chaffe & Associates, Inc. May 2010 - May 2011
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Equities, Yoga, Pinterest, Instagram, Account Management, Sales, Analysis, Trading, Options, Commodity, Equity Research, Investment Banking, Data Analysis
Education
Tulane University - A.B. Freeman School of Business 2006 — 2010
BSM, Finance, General, Major GPA: 3.96 / Overall GPA: 3.60
Vann Lorick's Chaffe & Associates, Inc. Experience May 2005 - December 2006
Job Operations Finance Honeywell Process Solutions
Industry Financial Services
Experience
Honeywell April 2015 - Present
Ernst & Young LLP September 2011 - April 2015
Ernst & Young LLP August 2007 - August 2011
Chaffe & Associates, Inc. May 2005 - December 2006
Education
Tulane University - A.B. Freeman School of Business 2002 — 2007
Masters of Accounting
Tulane University - A.B. Freeman School of Business 2002 — 2007
Bachelors of Finance
Honeywell April 2015 - Present
Ernst & Young LLP September 2011 - April 2015
Ernst & Young LLP August 2007 - August 2011
Chaffe & Associates, Inc. May 2005 - December 2006
Education
Tulane University - A.B. Freeman School of Business 2002 — 2007
Masters of Accounting
Tulane University - A.B. Freeman School of Business 2002 — 2007
Bachelors of Finance
Jonathan Shan's Chaffe & Associates, Inc. Experience 2001 - 2001
Job Student at Massachusetts Institute of Technology
Industry Investment Management
Experience
MIT 2012 - 2013
MIT Sloan School of Management 2012 - 2013
Buou Buou Apparel (Shenzhen) Co., Ltd. 2009 - July 2012
Sponsors for Educational Opportunity 2008 - 2008
William D. Witter, Inc. 2007 - 2007
TriSun Asset Management September 2005 - 2006
J.P. Morgan July 2003 - September 2005
Circle T Partners March 2003 - July 2003
CNBC 2003 - 2003
Chaffe & Associates, Inc. 2001 - 2001
Skills
Financial Modeling, Investment Banking, Trading, Portfolio Management, Alternative Investments, Financial Analysis, Bloomberg, First Call, Equity Research, Investments, Investment Strategies, Financial Accounting, Stock Picking, Stock Trading, Equity Valuation, Valuation, Equities
Education
MIT Sloan School of Management 2012 — 2013
Master of Science, Management Studies, 4.7/5.0
Tsinghua University 2011 — 2013
Master of Business Administration, General Management
Peking University 2009 — 2011
Mandarin Chinese
Tulane University - A.B. Freeman School of Business 1999 — 2002
Bachelor of Science, Management; Finance and Information Systems, 3.7/4.0
MIT 2012 - 2013
MIT Sloan School of Management 2012 - 2013
Buou Buou Apparel (Shenzhen) Co., Ltd. 2009 - July 2012
Sponsors for Educational Opportunity 2008 - 2008
William D. Witter, Inc. 2007 - 2007
TriSun Asset Management September 2005 - 2006
J.P. Morgan July 2003 - September 2005
Circle T Partners March 2003 - July 2003
CNBC 2003 - 2003
Chaffe & Associates, Inc. 2001 - 2001
Skills
Financial Modeling, Investment Banking, Trading, Portfolio Management, Alternative Investments, Financial Analysis, Bloomberg, First Call, Equity Research, Investments, Investment Strategies, Financial Accounting, Stock Picking, Stock Trading, Equity Valuation, Valuation, Equities
Education
MIT Sloan School of Management 2012 — 2013
Master of Science, Management Studies, 4.7/5.0
Tsinghua University 2011 — 2013
Master of Business Administration, General Management
Peking University 2009 — 2011
Mandarin Chinese
Tulane University - A.B. Freeman School of Business 1999 — 2002
Bachelor of Science, Management; Finance and Information Systems, 3.7/4.0
Jonathan Briggs's Chaffe & Associates, Inc. Experience August 1997 - December 2014
Job Managing DirectorInvestment Banking at Performance Trust Capital Partners, LLC
Industry Investment Banking
Experience
Performance Trust Capital Partners, LLC January 2015 - Present
University of New Orleans August 2012 - Present
Chaffe & Associates, Inc. August 1997 - December 2014
Skills
Investment Banking, Valuation, Equities, Corporate Finance, Financial Modeling, Business Valuation, Mergers & Acquisitions, Due Diligence, Equity Valuation, Banking, Equity Research, Economics, Financial Analysis, Investments, Management, Portfolio Management, Risk Management, Strategic Planning
Education
University of New Orleans
Bachelor of Science (BS), Finance
Performance Trust Capital Partners, LLC January 2015 - Present
University of New Orleans August 2012 - Present
Chaffe & Associates, Inc. August 1997 - December 2014
Skills
Investment Banking, Valuation, Equities, Corporate Finance, Financial Modeling, Business Valuation, Mergers & Acquisitions, Due Diligence, Equity Valuation, Banking, Equity Research, Economics, Financial Analysis, Investments, Management, Portfolio Management, Risk Management, Strategic Planning
Education
University of New Orleans
Bachelor of Science (BS), Finance