Clearbrook Financial

Industry: Company

Description

Founded: 2004 Subsidiaries: Managed Account Services, LLC,

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Clearbrook Financial Employees

Employee
Years
Job
Industry
Tyler Baruch, PMP Tyler Baruch, PMP Greater Denver Area Details
Tyler Baruch, PMP's Clearbrook Financial Experience February 2008 - March 2008
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte Consulting  June 2014 - Present
Deloitte Consulting  June 2012 - June 2014
Deloitte Consulting  February 2010 - June 2012
Baruch and Company   June 2009 - February 2010
Lehman Brothers  June 2008 - August 2008
Clearbrook Financial   February 2008 - March 2008
Millenium Venture Group   December 2006 - February 2007

Skills
Project Management, Team Leadership, IT Service Management, ITIL, BMC Remedy, Requirements Gathering, Functional..., Reporting & Analysis, Unit Testing, System Integration..., User Acceptance Testing, Renewable Energy, Photovoltaics, Public Finance, Business Plan..., Financial Modeling, Financial Accounting, Entrepreneurial..., Active DoD Secret..., Leadership, Management Consulting, Business Planning, PMP, Entrepreneurship, Business Process..., Management

Education
University of Colorado Boulder - Leeds School of Business   2004 — 2008
BS, Finance, Accounting

Golden High School   2001 — 2004
HS diploma

Sheila Lamb Sheila Lamb Greater New York City Area Details
Sheila Lamb's Clearbrook Financial Experience November 2008 - January 2011
Job Head of Institutional Marketing at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income  February 2011 - Present
Clearbrook Financial   November 2008 - January 2011
Hartford Investment Management  October 2006 - March 2008
BlackRock  September 2005 - September 2006
Columbia Management  February 2002 - August 2005
Credit Suisse  July 1999 - February 2002
Donaldson, Lufkin & Jenrette   July 1999 - February 2002
Alliance Capital Management  April 1990 - February 1997
Integrated Resources  September 1985 - December 1989

Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing

Education
Manhattanville College   1981 — 1983
BA, International Studies

Alice Yeh Alice Yeh San Francisco, California Details
Alice Yeh's Clearbrook Financial Experience October 2005 - January 2007
Job Account Manager at Google
Industry Marketing and Advertising
Experience
Google  August 2014 - Present
The Wharton School  April 2012 - May 2014
Google  June 2013 - August 2013
J.P. Morgan   August 2010 - April 2012
J.P. Morgan   September 2009 - August 2010
J.P. Morgan   September 2007 - September 2009
Clearbrook Financial   October 2005 - January 2007
Stanfield Capital Partners  June 2006 - August 2006

Skills
Business Strategy, Quantitative Analytics, Strategy, Product Management, Business Management, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Business Analysis, New Business Development, International Business, Program Management, Program Delivery, Project Delivery, Financial Services, Financial Modeling, Analytics, Analysis, Corporate Finance, Management, Business Development, Fixed Income

Education
Wharton School, University of Pennsylvania   2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurial Management

University of Pennsylvania - The Lauder Institute   2012 — 2014
Master of Arts (MA), International Studies

Princeton University   2003 — 2007
BSE, Operations Research and Financial Engineering

James Lin, Ph.D. James Lin, Ph.D. Greater New York City Area Details
James Lin, Ph.D.'s Clearbrook Financial Experience 2005 - 2007
Job Chief Technology Officer at Regulatory DataCorp
Industry Computer Software
Experience
Regulatory DataCorp (RDC)   June 2010 - Present
Forbes.com Inc.   2007 - 2010
Clearbrook Financial   2005 - 2007
Merrill Lynch  2001 - 2005
Standard & Poor's   1997 - 2001

Education
Massachusetts Institute of Technology
Doctor of Philosophy (Ph.D.)

Peter D. Grant, CFA Peter D. Grant, CFA United States Details
Peter D. Grant, CFA's Clearbrook Financial Experience July 2006 - January 2009
Job Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  January 2014 - Present
Towers Watson  February 2009 - September 2013
Clearbrook Financial   July 2006 - January 2009
Aon Hewitt  April 1995 - June 2006

Skills
Business Management, Business Communication, Interpersonal/Intraperso..., Management, Investments, Strategy, CRM, Marketing Strategy, Business Communications, Risk Management, Leadership, Investment Management, Program Management, Portfolio Management

Education
Columbia University in the City of New York   2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General

CFA Institute   1993 — 1996
Chartered Financial Analyst, Finance

Cornell University   1988 — 1992
Bachelor of Science (B.S.), Applied Economics

Brunswick Highschool   1984 — 1988
Diploma

Benjamin Lieber Benjamin Lieber Washington D.C. Metro Area Details
Benjamin Lieber's Clearbrook Financial Experience 2004 - 2008
Job Managing Partner at Potomac Law Group PLLC
Industry Law Practice
Experience
Potomac Law Group, PLLC  March 2011 - Present
Axiom  2008 - 2011
Clearbrook Financial   2004 - 2008
McKinsey & Company  1999 - 2004
Covington & Burling  1995 - 1999
Atlantic Research Corporation  1990 - 1992

Skills
Corporate Tax, Corporate Law, Strategy, Mergers & Acquisitions, Due Diligence, Corporate Governance, Intellectual Property, Joint Ventures, Corporate Development, Venture Capital, Mergers, Litigation, Management, Private Equity, Licensing, Commercial Litigation, Start-ups

Education
Georgetown University Law Center   1992 — 1995
JD

Cornell University   1986 — 1990
B.S., Engineering

Peter Knipe Peter Knipe Greater New York City Area Details
Peter Knipe's Clearbrook Financial Experience August 2007 - July 2009
Job Vice President at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   July 2009 - Present
Clearbrook Financial   August 2007 - July 2009
Overture Financial   March 2006 - July 2007
Merrill Lynch & Co  1999 - 2006
The Ayco Company  March 1996 - August 1998

Skills
Product Management, Separately Managed..., Investment Management, Finance, Management, Financial Services, Product Development, CRM, Series 7, Investments, Alternative Investments, Mutual Funds, Series 63, Asset Allocation, FINRA, Asset Management

Education
Union College   1992 — 1996
BA, Economics

The Hotchkiss School   1989 — 1992
High School

Geoff Kalan Geoff Kalan Washington D.C. Metro Area Details
Geoff Kalan's Clearbrook Financial Experience July 2009 - August 2009
Job Consultant Engagement Manager at Avascent
Industry Management Consulting
Experience
Avascent  May 2015 - Present
Avascent  May 2014 - April 2015
The Avascent Group  August 2012 - May 2014
Tuck School of Business at Dartmouth College  July 2011 - August 2011
Wells Fargo Bank  June 2011 - July 2011
Major League Soccer  July 2010 - August 2010
Clearbrook Financial   July 2009 - August 2009
Greenwich Hospital  June 2008 - August 2008
Lambchop Production   May 2008 - June 2008

Skills
Microsoft Excel, PowerPoint, Stata, Microsoft Word, Microsoft Office, Salesforce.com, Public Speaking, Management Consulting, Strategy, Analysis, Market Research, Management, Mergers & Acquisitions, Valuation, Government

Education
Middlebury College   2008 — 2012
Bachelor of Arts (B.A.), Economics, Mathematics

Greenwich High School

Tuck Bridge

Osama Sabbah Osama Sabbah Rogers, Arkansas Details
Osama Sabbah's Clearbrook Financial Experience May 2007 - March 2008
Job Manager, International Retail Concepts at APEX Analytix, Inc.
Industry Computer Software
Experience
APEX Analytix, Inc.   January 2015 - Present
APEX Analytix  February 2012 - Present
APEX Analytix  February 2011 - January 2012
APEX Analytix  October 2010 - December 2010
APEX Analytix  May 2009 - September 2010
ERNST& YOUNG  May 2008 - August 2008
CLEARBROOK FINANCIAL   May 2007 - March 2008

Skills
SAP, SQL, Bloomberg Software, Microsoft Excel, PowerPoint, Visio, Financial Analysis, Auditing, Data Analysis, Access, Accounting, Process Improvement, Financial Reporting, Business Analysis, Forecasting, Internal Controls, Business Process..., Management

Education
University of North Carolina at Greensboro   2011 — 2012
Graduate Certificate, HealthCare Information Technology Management

Guilford College   2005 — 2009
BS, Accounting

Guilford College   2005 — 2009
BA, Economics

Friends boys school

Andrew Karlsberg, CFA Andrew Karlsberg, CFA Greater New York City Area Details
Andrew Karlsberg, CFA's Clearbrook Financial Experience August 2006 - November 2010
Job Product Specialist at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments  November 2010 - Present
Clearbrook Financial   August 2006 - November 2010

Skills
Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Equities, Portfolio Management

Education
Colgate University   2002 — 2006

John Morris John Morris Greater New York City Area Details
John Morris's Clearbrook Financial Experience April 2004 - July 2011
Job Senior Partner at V2V Associates
Industry Financial Services
Experience
V2V Associates   January 2014 - Present
Snowden Capital Advisors   April 2011 - December 2013
Clearbrook Financial   April 2004 - July 2011
Merrill Lynch  1983 - 2004

Skills
Asset Allocation, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Finance, Financial Modeling, Financial Services, Financial Structuring, Alternative Investments, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Management, Mergers & Acquisitions, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Strategic Planning, Strategy, Venture Capital, Wealth Management, Wealth Management...

Education
Bucknell University   1979 — 1982
BA, Economics

Jeff Crosten Jeff Crosten Greater Philadelphia Area Details
Jeff Crosten's Clearbrook Financial Experience July 2005 - April 2010
Job Director, Performance Measurement & Reconciliation at Brinker Capital
Industry Financial Services
Experience
Brinker Capital  January 2011 - Present
Fiserv  April 2010 - January 2011
Clearbrook Financial   July 2005 - April 2010
Brinker Capital  March 1999 - June 2005

Skills
Performance Measurement, Financial Services, Fixed Income, Equities, Asset Managment, Securities, Financial Analysis, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Alternative Investments, Investments, Wealth Management, Relationship Management, Business Analysis, Hedge Funds, Portfolio Management, Investment Management, Capital Markets

Education
Penn State University   1989 — 1992
BS, Accounting

Robert Sheahan Robert Sheahan Greater Philadelphia Area Details
Robert Sheahan's Clearbrook Financial Experience August 2007 - March 2010
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  June 2014 - Present
QED Financial Systems  July 2013 - June 2014
Mill Creek Capital Advisors, LLC  March 2011 - June 2013
Market Street Advisors  October 2010 - March 2011
Clearbrook Financial   August 2007 - March 2010
Rorer Asset Management  January 2006 - August 2007
1838 Investment Advisors  March 2000 - June 2005

Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services

Education
Fordham University   1995 — 1999
Bachelor of Arts (BA), Economics

Plymouth Whitemarsh   1991 — 1995

Carol Shortall, CAMS Carol Shortall, CAMS Greater Philadelphia Area Details
Carol Shortall, CAMS's Clearbrook Financial Experience September 2005 - September 2006
Job CEO/CFO Compliance Solutions Group
Industry Financial Services
Experience
Compliance Solutions Group   October 2007 - Present
Office of the Comptroller of the Currency  2006 - 2007
Clearbrook Financial   September 2005 - September 2006
Grant Williams   2005 - 2005
FINRA (aka: NASD)   September 1998 - March 2004
Wheat First Butcher Singer  1991 - 1993
IGA Federal Credit Union   1988 - 1991

Skills
Broker-Dealer, Securities, AML, Financial Services, Hedge Funds, Mutual Funds, Series 7, Alternative Investments, Investment Management, Investment Advisory, FINRA, Financial Advisory, Asset Management, Investments, Financial Regulation, Fixed Income, Operational Risk, Financial Risk, Equities, Series 24, Enterprise Risk...

Education
University of Pennsylvania - The Wharton School   1995 — 1998
Bachelor of Business Administration (BBA), Accounting and Management

Saint Hubert's

Bob Alderman Bob Alderman Greater New York City Area Details
Bob Alderman's Clearbrook Financial Experience February 2008 - Present
Job Managing Principal Clearbrook Financial
Industry Financial Services
Experience
Clearbrook Financial   February 2008 - Present
Merrill Lynch  1987 - 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   1985 — 1987

Ray Gooley Ray Gooley Greater New York City Area Details
Ray Gooley's Clearbrook Financial Experience December 2005 - September 2009
Job Chief Marketing Officer
Industry Financial Services
Experience
Advisors Asset Management, Inc.   October 2009 - Present
Clearbrook Financial   December 2005 - September 2009
UBS Global Asset Management  January 2000 - December 2005

Skills
Series 7, Asset Management, Managed Accounts, Mutual Funds

Education
Boston College   1987 — 1991
BA, Economics

Fairfield Prep High School   1984 — 1987

Cory Easter Cory Easter Princeton, New Jersey Details
Cory Easter's Clearbrook Financial Experience March 2005 - June 2009
Job Vice President Asset Management Distribution at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   July 2009 - Present
Clearbrook Financial   March 2005 - June 2009
Merrill Lynch  July 2002 - March 2005
Chemical Bank  December 1988 - December 1998

Skills
Asset Management..., Chief Investment Officer, Mutual Funds, Asset Management, Due Diligence, Investments, Alternative Investments, Portfolio Management, Derivatives, Series 7, Strategy, Hedge Funds, Asset Allocation, Chartered Alternative..., Product Management, Operational Due..., Product Development, Emerging Managers, Asset Management..., Asset Management..., Third Party Sales

Education
Denison University   1978 — 1983
BA, Economics, Film (Double Major)

Princeton High School   1973 — 1978

Chad Pinto, CFA Chad Pinto, CFA Greater New York City Area Details
Chad Pinto, CFA's Clearbrook Financial Experience May 2008 - August 2008
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley  July 2013 - May 2015
Morgan Stanley  June 2011 - June 2013
Morgan Stanley Smith Barney  June 2010 - August 2010
Merrill Lynch Private Banking & Investment Group  May 2010 - May 2010
Credit Suisse  June 2009 - August 2009
Clearbrook Financial   May 2008 - August 2008

Education
McGill University   2007 — 2011
BCom, Finance

Princeton High School, Princeton, NJ   2003 — 2007

Andrew Freedman Andrew Freedman Greater New York City Area Details
Andrew Freedman's Clearbrook Financial Experience May 2010 - August 2010
Job Analyst at Clearbrook Investment Consulting
Industry Investment Management
Experience
Clearbrook Investment Consulting  April 2011 - Present
Marquette University  June 2007 - April 2011
Clearbrook Financial   May 2010 - August 2010
Historic Turner Hall Restaurant   October 2007 - May 2010

Education
Marquette University   2007 — 2011
Bachelor of Science in Business Administration, Finance, Business Economics

Eleni Athanatos Eleni Athanatos Greater New York City Area Details
Eleni Athanatos's Clearbrook Financial Experience January 2004 - March 2009
Job Research Strategist at OmniVest Group LLC
Industry Investment Management
Experience
OmniVest Group LLC   March 2009 - August 2013
Clearbrook Financial   January 2004 - March 2009
Merrill Lynch Internationl   July 1992 - December 2003
Union Properties   1989 - 1991

Skills
Alternative Investments, Leadership, Asset Management, Spanish, Marketing Management, Equities, Wealth Management, Asset Allocation, Investments, Investment Management, Hedge Funds, Strategy

Education
Rider University
Bachelor of Science, Finance, General (summa cum laude)

Shuang Yang Shuang Yang New York, New York Details
Shuang Yang's Clearbrook Financial Experience June 2007 - August 2007
Job Investment Banking Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  September 2014 - Present
Goldman Sachs  August 2013 - August 2014
Goldman Sachs  July 2010 - July 2013
Goldman Sachs  June 2009 - August 2009
UBS  April 2008 - May 2009
Clearbrook Financial   June 2007 - August 2007

Education
Princeton University   2006 — 2010
BSE, Operations Research and Financial Engineering

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