Cochran Caronia Waller

Industry: Investment banking company

Description

Fox-Pitt Kelton Cochran Caronia Waller was an investment bank focused on mergers and acquisitions advisory services, private placements of debt and equity as well as equity research. FPK specialised in transactions involving financial institutions and financial services companies. Founded: 1971 Number of employees: 285 Founders: Robin Kelton, Oliver Fox-Pitt Parent organizations: Swiss Re (former), J.C. Flowers & Co. (former), Macquarie Group (current) Headquarters: London, United Kingdom, New York City, NY Subsidiary: Fox-Pitt, Kelton Limited

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Cochran Caronia Waller Employees

Employee
Years
Job
Industry
John DeCaro John DeCaro Greater Chicago Area Details
John DeCaro's Cochran Caronia Waller Experience January 2002 - August 2005
Job Founding Principal at Elementum Advisors
Industry Investment Management
Experience
Elementum Advisors   December 2009 - Present
Stark Investments  September 2005 - November 2009
Cochran Caronia Waller   January 2002 - August 2005
Aon  1995 - 2001

Skills
Portfolio Management, Securities, Trading, Reinsurance, Bonds

Education
Illinois Institute of Technology   1993 — 1995
M.S., Financial Markets & Trading

University of South Carolina-Columbia   1990 — 1991
B.S., Finance

Chris Gessner, CFA Chris Gessner, CFA Detroit, Michigan Details
Chris Gessner, CFA's Cochran Caronia Waller Experience May 2005 - July 2006
Job Director at Peninsula Capital Partners
Industry Venture Capital & Private Equity
Experience
Peninsula Capital Partners   February 2012 - Present
BMO Capital Markets  July 2006 - January 2012
Cochran Caronia Waller   May 2005 - July 2006

Skills
Investment Banking, Corporate Finance, Credit Analysis, Mergers, Financial Modeling, Private Equity, Valuation

Education
Northwestern University - Kellogg School of Management   2008 — 2010
MBA

Michigan State University   2000 — 2003
BA, Finance

Maureen Lambert Maureen Lambert New York, New York Details
Maureen Lambert's Cochran Caronia Waller Experience September 2006 - May 2008
Job Associate
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc.   November 2009 - Present
FITiST  April 2014 - August 2014
St Gregory the Great Catholic School  August 2009 - May 2010
Fox-Pitt, Kelton  May 2008 - November 2009
Cochran Caronia Waller   September 2006 - May 2008

Skills
Investment Banking, Financial Modeling, Risk Management, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Corporate Finance, Equities, Derivatives, Financial Structuring, Budget Management, Excel Dashboards, Excel Models, Excel Pivot, Microsoft Excel

Education
DePaul University   2008 — 2010
Masters of Education, Counseling

Indiana University Bloomington   2002 — 2006
Bachelor of Arts, Psychology & Sociology

Erik Kushto Erik Kushto Greater Chicago Area Details
Erik Kushto's Cochran Caronia Waller Experience 2001 - 2006
Job SVP in FIG at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital  December 2009 - Present
Fox-Pitt, Kelton  May 2007 - December 2009
StoneRidge Advisors, LLC   April 2006 - May 2007
Cochran Caronia Waller   2001 - 2006
Prudential Vector Healthcare Group   July 2000 - April 2001

Skills
Investment Banking, Financial Institutions, Insurance, Private Equity, Mergers, Financial Modeling, Valuation

Education
University of Notre Dame   1996 — 2000
Bachelor of Business Administration, Finance

Byron Levkulich Byron Levkulich Denver, Colorado Details
Byron Levkulich's Cochran Caronia Waller Experience August 2003 - January 2006
Job Principal at Resource Land Holdings, LLC
Industry Venture Capital & Private Equity
Experience
Resource Land Holdings, LLC  February 2006 - Present
Cochran Caronia Waller   August 2003 - January 2006
KPMG  August 2002 - September 2003

Education
University of Notre Dame   2001 — 2002
MSA, Accounting

University of Notre Dame   1997 — 2001
BBA, Accounting

Stephen Wolff Stephen Wolff Chicago, Illinois Details
Stephen Wolff's Cochran Caronia Waller Experience September 2003 - May 2004
Job Experienced Investment Professional
Industry Investment Management
Experience
Illinois Municipal Retirement Fund (IMRF)   April 2013 - April 2014
New Jersey Division of Investment   November 2010 - April 2013
Indiana Teachers' Retirement Fund   January 2009 - November 2010
Merrill Lynch  May 2004 - July 2006
Cochran Caronia Waller   September 2003 - May 2004
Allstate  May 2001 - September 2003

Skills
Financial Modeling, Bloomberg, Valuation, Asset Allocation, Equities, Portfolio Management, Investment Strategies, Investments, Asset Managment, Equity Research, Hedge Funds, Finance, Alternative Investments, Asset Management, Investment Management

Education
Indiana University Bloomington   2006 — 2008
MBA, Finance

University of Illinois at Urbana-Champaign   1996 — 2001
BA, Finance, Economics

Bill Broomall Bill Broomall Hartford, Connecticut Area Details
Bill Broomall's Cochran Caronia Waller Experience 2005 - 2008
Job Assistant Vice President Insurance Research
Industry Financial Services
Experience
Conning  March 2012 - Present
Macquarie Group  2010 - 2012
Fox-Pitt, Kelton  2008 - 2010
Cochran Caronia Waller   2005 - 2008

Education
Lafayette College   2001 — 2005

Jeffrey Wawok Jeffrey Wawok Indianapolis, Indiana Area Details
Jeffrey Wawok's Cochran Caronia Waller Experience 1999 - 2006
Job Chief Financial Officer at NCA Group
Industry Insurance
Experience
NCA Group  February 2011 - Present
First Mercury Financial Corporation  January 2006 - February 2011
Cochran Caronia Waller   1999 - 2006
Allstate  1998 - 1998

Skills
Reinsurance, Insurance, Commercial Insurance, IPO, Liability, Underwriting, Acquisitions, Professional Liability, Mergers & Acquisitions, Umbrella Insurance, Claim Investigation, Enterprise Risk..., Corporate Development, Private Equity, Finance, Investment Banking, Property & Casualty..., Claims Management, Claim, Excess, Casualty

Education
University of Notre Dame   1995 — 1999
BBA, Finance

Paul Fortner Paul Fortner Greater Chicago Area Details
Paul Fortner's Cochran Caronia Waller Experience January 2006 - December 2006
Job Social Studies/Business Teacher at Marist High School
Industry Primary/Secondary Education
Experience
Marist High School  July 2014 - Present
Marist High School  August 2013 - May 2014
Cochran Caronia Waller   January 2006 - December 2006
Cochran Caronia Waller   January 2003 - December 2005
Cochran Caronia Waller   July 2000 - December 2002

Skills
Due Diligence, Analytics, Microsoft Office, Finance, Equity Research, Investments, Private Equity, Capital Markets, Mergers & Acquisitions, Valuation, Portfolio Management, Sports, Hedge Funds, Financial Analysis, Investment Banking, Equities, Healthcare, Corporate Finance, Insurance, Sales, Financial Modeling

Education
Saint Xavier University   2009 — 2013
MA, Secondary Education

The University of Chicago   1996 — 2000
AB, Economics

David Persenaire David Persenaire Greater Chicago Area Details
David Persenaire's Cochran Caronia Waller Experience April 2006 - October 2007
Job AVP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  July 2010 - Present
Terra Nova Financial  November 2007 - November 2009
Cochran Caronia Waller   April 2006 - October 2007
Terra Nova Trading  November 2004 - April 2006
Wachovia Securities  March 2004 - November 2004
Banc One Capital Markets  June 2001 - March 2004
ABN Amro  August 1998 - June 2001
NASD Regulation  March 1996 - August 1998
Everen Securities  1991 - 1996

Skills
FINRA, Fixed Income, Investment Banking, Mortgage Lending, Series 24, Series 63, Series 7, Trading, Equities, AML, Mutual Funds, Investments, Capital Markets

Education
DePaul University
M.A., Economics

Calvin College
B.A., Economics

Richard Cagney Richard Cagney Greater Chicago Area Details
Richard Cagney's Cochran Caronia Waller Experience December 1997 - September 2007
Job Managing Director KBW
Industry Insurance
Experience
KBW  January 2015 - Present
Cagney Research Group Inc.   November 2007 - January 2015
Cochran Caronia Waller   December 1997 - September 2007
BMO Nesbitt Burns  May 1995 - August 1997
Duff & Phelps  May 1985 - May 1995
Xerox Computer Services - Division of Xerox   May 1983 - May 1985

Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1983 — 1985
MBA, Finance and Marketing

Xavier University   1968 — 1973
BSBA, Business Management

Xavier University - Williams College of Business   1968 — 1972
BSBA, Management

Xavier University - Williams College of Business   1968 — 1972
BSBA, Management

Colin Fitt Colin Fitt Chicago, Illinois Details
Colin Fitt's Cochran Caronia Waller Experience 2000 - 2008
Job SVP Corp Dev at Maiden Holdings, Ltd
Industry Insurance
Experience
Maiden Holdings Ltd   2013 - Present
JMP Securities  May 2011 - May 2013
In the Garden   February 2011 - May 2011
Macquarie Capital Advisors  December 2009 - February 2011
Fox-Pitt, Kelton Cochran Caronia Waller   January 2000 - 2011
Cochran Caronia Waller   2000 - 2008
ERC  1993 - 1998
Ew Blanch  1983 - 1990

Skills
Mergers, Insurance, Financial Modeling, Marketing Strategy, Risk Management, Corporate Development, Underwriting, Property & Casualty..., Due Diligence, Strategy, Mergers & Acquisitions, Marketing, Investments, Reinsurance, Financial Analysis, Business Development, Corporate Finance, Financial Services, Financial Risk, Portfolio Management, Management, Valuation, Private Equity, Investment Banking, Capital Markets, Venture Capital, Finance, Executive Management, Alternative Investments

Education
The University of Kansas   1979 — 1983
BA

Jay Poorman Jay Poorman Greater Chicago Area Details
Jay Poorman's Cochran Caronia Waller Experience 2003 - 2007
Job Managing Director at StoneRidge Advisors
Industry Investment Banking
Experience
StoneRidge Advisors, LLC   April 2007 - Present
Cochran Caronia Waller   2003 - 2007
Salomon Smith Barney  2000 - 2003

Skills
Mergers & Acquisitions, Valuation, Due Diligence, Start-ups, Equities, Corporate Finance, Private Equity, Financial Modeling, Hedge Funds, Management Consulting, Mergers, Financial Analysis, Investment Banking, Capital Markets, LBO, Venture Capital, Corporate Development, Alternative Investments, Investments, IPO, M&A experience, Business Valuation, Equity Research, Restructuring, Private Placements

Education
University of Michigan - Stephen M. Ross School of Business   1991 — 1995
BBA, Accounting and Finance

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