Cohen & Steers
Industry: Asset management company
DescriptionFounded: 1986 Headquarters: New York City, NY CEO: Robert Hamilton Steers President: Joseph Harvey Founders: Robert Hamilton Steers, Martin Cohen Subsidiaries: COHEN & STEERS CAPITAL MANAGEMENT INC,
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Cohen & Steers Employees
Employee
Years
Job
Industry
Jim Shields, CIMA® Jim Shields, CIMA®'s Cohen & Steers Experience November 2013 - Present
Job Vice President & Regional Sales Director at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers November 2013 - Present
Lord, Abbett & Co. LLC February 1996 - October 2013
Education
University of Dayton
Cohen & Steers November 2013 - Present
Lord, Abbett & Co. LLC February 1996 - October 2013
Education
University of Dayton
Corey Kiser Corey Kiser's Cohen & Steers Experience May 2015 - Present
Job Investment Support Analyst
Industry Financial Services
Experience
Cohen & Steers May 2015 - Present
Vanguard February 2014 - April 2015
Vanguard July 2012 - February 2014
Brookhaven National Laboratory June 2011 - February 2013
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, Access, Teamwork, Analysis, Leadership, Accounts Payable, Research, Financial Modeling, Financial Reporting, Microsoft Word, Finance, Equities, Bloomberg, Equity Derivatives, FX Derivatives, FX Spot
Education
State University of New York at Stony Brook 2008 — 2012
BS, Finance & Economics
Cohen & Steers May 2015 - Present
Vanguard February 2014 - April 2015
Vanguard July 2012 - February 2014
Brookhaven National Laboratory June 2011 - February 2013
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, Access, Teamwork, Analysis, Leadership, Accounts Payable, Research, Financial Modeling, Financial Reporting, Microsoft Word, Finance, Equities, Bloomberg, Equity Derivatives, FX Derivatives, FX Spot
Education
State University of New York at Stony Brook 2008 — 2012
BS, Finance & Economics
Michael DeGroff Michael DeGroff's Cohen & Steers Experience February 2006 - April 2015
Job Interim Chief Technology Officer at Calvert Investments
Industry Information Technology and Services
Experience
Calvert Investments September 2015 - Present
Calvert Investments July 2015 - August 2015
Cohen & Steers February 2006 - April 2015
Neuberger Berman January 2003 - June 2004
Neuberger Berman June 2001 - December 2002
marchFIRST (formerly USWeb/CKS) April 2000 - May 2001
Accenture (formerly Andersen Consulting) December 1996 - March 2000
Skills
Business Process..., Portfolio Management, Project Management, Integration, Change Management, Team Management, Vendor Management, Budget, Financial Services, Equities, Fixed Income, Software Development..., SDLC, Business Requirements, Testing, Enterprise Content..., Market Data, Data Reconciliation, Trading Systems, Portfolio Accounting..., Asset Management, Business Analysis, Program Management, Cross Functional Team..., Contract Negotiation, Resource Management, Auditing, Markit EDM, JIRA, Reporting, Performance Attribution, Software Development, Budgets, Data Governance, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration
Costa Rican Language Academy 2005 — 2005
Calvert Investments September 2015 - Present
Calvert Investments July 2015 - August 2015
Cohen & Steers February 2006 - April 2015
Neuberger Berman January 2003 - June 2004
Neuberger Berman June 2001 - December 2002
marchFIRST (formerly USWeb/CKS) April 2000 - May 2001
Accenture (formerly Andersen Consulting) December 1996 - March 2000
Skills
Business Process..., Portfolio Management, Project Management, Integration, Change Management, Team Management, Vendor Management, Budget, Financial Services, Equities, Fixed Income, Software Development..., SDLC, Business Requirements, Testing, Enterprise Content..., Market Data, Data Reconciliation, Trading Systems, Portfolio Accounting..., Asset Management, Business Analysis, Program Management, Cross Functional Team..., Contract Negotiation, Resource Management, Auditing, Markit EDM, JIRA, Reporting, Performance Attribution, Software Development, Budgets, Data Governance, Budgeting
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration
Costa Rican Language Academy 2005 — 2005
David Fossella David Fossella's Cohen & Steers Experience January 2014 - Present
Job Natural Resources Equity Analyst at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers January 2014 - Present
Allianz Global Investors 2004 - 2013
Sidoti & Company, LLC 2003 - 2004
Skills
Equity Research Analysis, Investment Valuation
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Cohen & Steers January 2014 - Present
Allianz Global Investors 2004 - 2013
Sidoti & Company, LLC 2003 - 2004
Skills
Equity Research Analysis, Investment Valuation
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Rich Faria, CIMA ®'s Cohen & Steers Experience August 2008 - April 2010
Job Regional Sales Director
Industry Financial Services
Experience
Highland Capital Management, L.P. May 2014 - Present
Merrill Lynch August 2010 - May 2014
Cohen & Steers August 2008 - April 2010
Cohen & Steers May 2005 - August 2008
Merrill Lynch January 2004 - June 2005
Skills
Client Relationship..., Sales Driven, Business Management, Cross Selling, Mutual Funds, Series 7, Series 66, Chartered Investment..., Uniform Combined State..., CRM, Sales, Investment Advisory, Alternative Investments, ETFs, Investments, Series 63, FINRA, Investment Management, Asset Allocation, Investment Strategies, Management, Series 24, Separately Managed..., Financial Advisory, Portfolio Management
Education
The College of New Jersey 1999 — 2003
B.S, Finance
The College of New Jersey 1999 — 2003
Bachelor of Science, Finance Concentration
Highland Capital Management, L.P. May 2014 - Present
Merrill Lynch August 2010 - May 2014
Cohen & Steers August 2008 - April 2010
Cohen & Steers May 2005 - August 2008
Merrill Lynch January 2004 - June 2005
Skills
Client Relationship..., Sales Driven, Business Management, Cross Selling, Mutual Funds, Series 7, Series 66, Chartered Investment..., Uniform Combined State..., CRM, Sales, Investment Advisory, Alternative Investments, ETFs, Investments, Series 63, FINRA, Investment Management, Asset Allocation, Investment Strategies, Management, Series 24, Separately Managed..., Financial Advisory, Portfolio Management
Education
The College of New Jersey 1999 — 2003
B.S, Finance
The College of New Jersey 1999 — 2003
Bachelor of Science, Finance Concentration
Jason M. Williams, CIMA® Jason M. Williams, CIMA®'s Cohen & Steers Experience February 2010 - Present
Job Vice President, Regional Sales Director at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers February 2010 - Present
WisdomTree Asset Management, Inc. May 2007 - February 2010
Putnam Investments October 1995 - May 2007
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (BA)
Melrose High School 1988 — 1991
Cohen & Steers February 2010 - Present
WisdomTree Asset Management, Inc. May 2007 - February 2010
Putnam Investments October 1995 - May 2007
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (BA)
Melrose High School 1988 — 1991
Brianne Walasek's Cohen & Steers Experience May 2006 - Present
Job Senior Graphic Designer at Cohen & Steers
Industry Marketing and Advertising
Experience
Cohen & Steers May 2006 - Present
Freelance January 2002 - Present
Imagedog Media January 2002 - January 2006
Skills
Web Design, Art Direction, Concept Development, Graphic Design, Logo Design, Visual Communication, Adobe Creative Suite, Posters, Illustration, Creative Direction, Illustrator, Layout, Brochures, Graphics, Concept Design, Design Strategy, InDesign, Social Media, Industrial Design, Packaging, Advertising, Art
Education
Pratt Institute 1997 — 2001
BID, Industrial Design Major, Art History/Communication Design Minors
School of Visual Arts
Typography
Cohen & Steers May 2006 - Present
Freelance January 2002 - Present
Imagedog Media January 2002 - January 2006
Skills
Web Design, Art Direction, Concept Development, Graphic Design, Logo Design, Visual Communication, Adobe Creative Suite, Posters, Illustration, Creative Direction, Illustrator, Layout, Brochures, Graphics, Concept Design, Design Strategy, InDesign, Social Media, Industrial Design, Packaging, Advertising, Art
Education
Pratt Institute 1997 — 2001
BID, Industrial Design Major, Art History/Communication Design Minors
School of Visual Arts
Typography
Brian Bianco Brian Bianco's Cohen & Steers Experience September 2003 - February 2005
Job DevOps at CargoMetrics
Industry Internet
Experience
CargoMetrics January 2012 - Present
FreeCause December 2010 - January 2012
GameStop June 2007 - November 2010
B.F. Associates Inc. March 2003 - December 2008
Cohen & Steers September 2003 - February 2005
Skills
Ubuntu, Git, Bash, Linux, Amazon Web Services..., Server Architecture, Ruby, Web Applications, CentOS, Debian, PHP, Apache, Redis, Cloud Computing, Chef, Nginx, Hadoop, MySQL, Open Source, DNS, Jenkins, Ruby on Rails, Bind, Hive, Vagrant, ElasticSearch, Docker, Consul, Amazon VPC
Education
State University of New York College at Plattsburgh 1999 — 2003
BS, Computer Science, Math
CargoMetrics January 2012 - Present
FreeCause December 2010 - January 2012
GameStop June 2007 - November 2010
B.F. Associates Inc. March 2003 - December 2008
Cohen & Steers September 2003 - February 2005
Skills
Ubuntu, Git, Bash, Linux, Amazon Web Services..., Server Architecture, Ruby, Web Applications, CentOS, Debian, PHP, Apache, Redis, Cloud Computing, Chef, Nginx, Hadoop, MySQL, Open Source, DNS, Jenkins, Ruby on Rails, Bind, Hive, Vagrant, ElasticSearch, Docker, Consul, Amazon VPC
Education
State University of New York College at Plattsburgh 1999 — 2003
BS, Computer Science, Math
Daniel Tyshovnytsky Daniel Tyshovnytsky's Cohen & Steers Experience November 2014 - Present
Job Vice President, RIA Consultant
Industry Investment Management
Experience
Cohen & Steers November 2014 - Present
Cohen & Steers August 2012 - November 2014
Lincoln Financial Group February 2008 - August 2012
Lincoln Financial Group March 2007 - January 2008
Delaware Investments, a member of the Macquarie Group June 2005 - March 2007
Aramark Uniform Services June 2004 - August 2004
Community Development Coroporation February 2004 - April 2004
Skills
Mutual Funds, Retirement Planning, Series 6, Sales Management, Fixed Annuities, Series 63, Building Relationships, Asset Allocation, Series 7, Alternative Investments, Sales Presentations, Relationship Marketing, Global Infrastructure, Preferred Securities, Real Assets, REITs, MLPs, Management, Finance, Uniform Combined State..., FINRA, Investments, Separately Managed..., Sales, IRAs, Financial Services, Asset Management, 401k, Strategic Financial..., Relationship Management, Financial Modeling, Financial Advisory, Investment Strategies, Training, Series 65, Series 24, Variable Annuities, Investment Advisory, Defined Contribution, Asset, Securities, Retirement, Wealth Management, ETFs, Life Insurance, Insurance, Life & Health Insurance...
Education
University of Delaware 2001 — 2005
B.S., Major: Finance, Minor: Economics
Malvern Preparatory School 1997 — 2001
Cohen & Steers November 2014 - Present
Cohen & Steers August 2012 - November 2014
Lincoln Financial Group February 2008 - August 2012
Lincoln Financial Group March 2007 - January 2008
Delaware Investments, a member of the Macquarie Group June 2005 - March 2007
Aramark Uniform Services June 2004 - August 2004
Community Development Coroporation February 2004 - April 2004
Skills
Mutual Funds, Retirement Planning, Series 6, Sales Management, Fixed Annuities, Series 63, Building Relationships, Asset Allocation, Series 7, Alternative Investments, Sales Presentations, Relationship Marketing, Global Infrastructure, Preferred Securities, Real Assets, REITs, MLPs, Management, Finance, Uniform Combined State..., FINRA, Investments, Separately Managed..., Sales, IRAs, Financial Services, Asset Management, 401k, Strategic Financial..., Relationship Management, Financial Modeling, Financial Advisory, Investment Strategies, Training, Series 65, Series 24, Variable Annuities, Investment Advisory, Defined Contribution, Asset, Securities, Retirement, Wealth Management, ETFs, Life Insurance, Insurance, Life & Health Insurance...
Education
University of Delaware 2001 — 2005
B.S., Major: Finance, Minor: Economics
Malvern Preparatory School 1997 — 2001
Frank McNamara, CIMA® Frank McNamara, CIMA®'s Cohen & Steers Experience March 2013 - Present
Job Cohen & Steers,Regional Vice President for DC, VA, MD
Industry Financial Services
Experience
Cohen & Steers March 2013 - Present
Bennett Funds November 2012 - March 2013
Turner Investment Partners October 2009 - November 2012
Genworth January 2007 - February 2009
John Hancock 2005 - 2007
Commonwealth Financial Network October 2004 - October 2005
Skills
Series 7, Series 65, Mutual Funds, Hedge Funds, Public Speaking, Alternative Investments, REIT, MLP, Consultative Approach, RIAs, CIMA, Asset Management, Fixed Income, Asset Allocation, Investment Advisory, Separately Managed..., Series 63, Securities, Banking, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Financial Advisory, Strategic Financial..., ETFs, Equities, Fixed Annuities, Series 24, Investments, FINRA, 401k, Relationship Management, Portfolio Management
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (B.A.), Economics
Cohen & Steers March 2013 - Present
Bennett Funds November 2012 - March 2013
Turner Investment Partners October 2009 - November 2012
Genworth January 2007 - February 2009
John Hancock 2005 - 2007
Commonwealth Financial Network October 2004 - October 2005
Skills
Series 7, Series 65, Mutual Funds, Hedge Funds, Public Speaking, Alternative Investments, REIT, MLP, Consultative Approach, RIAs, CIMA, Asset Management, Fixed Income, Asset Allocation, Investment Advisory, Separately Managed..., Series 63, Securities, Banking, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Financial Advisory, Strategic Financial..., ETFs, Equities, Fixed Annuities, Series 24, Investments, FINRA, 401k, Relationship Management, Portfolio Management
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (B.A.), Economics
Hisaka H. Minakami Hisaka H. Minakami's Cohen & Steers Experience May 2014 - August 2014
Job Client Service/Fund Administration at Mitsubishi UFJ Trust & Banking Corporation (U.S.A.)
Industry Investment Management
Experience
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - Present
Cohen & Steers May 2014 - August 2014
Sumitomo Mitsui Trust Bank Limited February 2014 - April 2014
Northeast Community Federal Credit Union September 2012 - December 2012
Skills
Marketing, English, Japanese, Bilingual, Microsoft Excel, Client Services, OFAC, KYC, Banking, Research, Business Ethics, PowerPoint, Microsoft Word, Social Media, Morningstar Direct, Finance, FinCEN, Translation, Adobe Acrobat, Marketing Strategy, Event Management, Corporate Finance, Windows, International Finance, Outlook, HTML, Business Strategy, Golf, OS X, Blogging, Calligraphy, Fundraising, Joomla, Public Speaking
Education
San Francisco State University, College of Business 2010 — 2013
BS, Finance
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) August 2014 - Present
Cohen & Steers May 2014 - August 2014
Sumitomo Mitsui Trust Bank Limited February 2014 - April 2014
Northeast Community Federal Credit Union September 2012 - December 2012
Skills
Marketing, English, Japanese, Bilingual, Microsoft Excel, Client Services, OFAC, KYC, Banking, Research, Business Ethics, PowerPoint, Microsoft Word, Social Media, Morningstar Direct, Finance, FinCEN, Translation, Adobe Acrobat, Marketing Strategy, Event Management, Corporate Finance, Windows, International Finance, Outlook, HTML, Business Strategy, Golf, OS X, Blogging, Calligraphy, Fundraising, Joomla, Public Speaking
Education
San Francisco State University, College of Business 2010 — 2013
BS, Finance
Ryan Grealy's Cohen & Steers Experience May 2014 - Present
Job Analyst at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers May 2014 - Present
Morgan Stanley Wealth Management February 2011 - May 2014
John Collins Engineers June 2004 - August 2010
Skills
Asset Managment, Strategic Financial..., Financial Modeling, Financial Analysis, Bloomberg, Series 7, Series 63, Asset Management, Banking, Mutual Funds, Financial Reporting, Capital Markets, Securities, Microsoft Excel, Credit, Finance, Management, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Accounting
The Lerner College of Business and Economics, University of Delaware May 2010 2006 — 2010
Bachelor of Science, Accounting and Finance
Cohen & Steers May 2014 - Present
Morgan Stanley Wealth Management February 2011 - May 2014
John Collins Engineers June 2004 - August 2010
Skills
Asset Managment, Strategic Financial..., Financial Modeling, Financial Analysis, Bloomberg, Series 7, Series 63, Asset Management, Banking, Mutual Funds, Financial Reporting, Capital Markets, Securities, Microsoft Excel, Credit, Finance, Management, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Accounting
The Lerner College of Business and Economics, University of Delaware May 2010 2006 — 2010
Bachelor of Science, Accounting and Finance
Louis Pietig Louis Pietig's Cohen & Steers Experience December 2009 - July 2010
Job Director of Business Intelligence Utilities at GDS International
Industry Financial Services
Experience
GDS International July 2012 - Present
Wells Fargo Advisors 2010 - 2011
Cohen & Steers December 2009 - July 2010
Kinetics Mutual Funds May 2008 - December 2009
Kinetics Mutual Funds May 2003 - September 2007
Skills
Sales Presentations, Interpersonal..., Phone Etiquette, Cold Calling, Business Writing, Marketing Communications
Education
The University of Connecticut 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stonehill College 2004 — 2006
GDS International July 2012 - Present
Wells Fargo Advisors 2010 - 2011
Cohen & Steers December 2009 - July 2010
Kinetics Mutual Funds May 2008 - December 2009
Kinetics Mutual Funds May 2003 - September 2007
Skills
Sales Presentations, Interpersonal..., Phone Etiquette, Cold Calling, Business Writing, Marketing Communications
Education
The University of Connecticut 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stonehill College 2004 — 2006
Adam Steinhaus's Cohen & Steers Experience January 2015 - Present
Job Senior Project Manager, Strategic Projects & Initatives at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers January 2015 - Present
Cohen & Steers September 2013 - Present
Och-Ziff Capital Management March 2010 - August 2013
Hoboken Village Pourhouse March 2010 - July 2013
Eze Castle Software January 2008 - March 2010
WBR Research June 2007 - October 2007
Bloomberg November 2005 - June 2007
Skills
Trading Systems, Hedge Funds, Equities, Bloomberg, Electronic Trading, Options, Fixed Income, Swaps, Microsoft Office, SQL, Order Management, Disaster Recovery, SharePoint, Vendor Relationships, Eze Castle, Microsoft Excel, Equity Derivatives, Integration, Electrionic Trading, FIX Trading, Bloomberg Professional, Accounting Systems, TFS, Trade Compliance, Equity Swaps, Vendor Management, Security Management, Settlement, Asset Management, CRM, Compliance Man, Settlement Systems, Geneva, Compliance, Futures, CTM, FX trading, Reuters, Cadis, Omgeo Oasys, CRM databases, LANDesk, Program Management, Resource Management, Budget Management, SDLC
Education
Pennsylvania State University 2000 — 2004
Bachelor of Arts: Communications Arts & Sciences, Rhetoric, Finance, English, Philosophy
Tottenville 1996 — 2000
Cohen & Steers January 2015 - Present
Cohen & Steers September 2013 - Present
Och-Ziff Capital Management March 2010 - August 2013
Hoboken Village Pourhouse March 2010 - July 2013
Eze Castle Software January 2008 - March 2010
WBR Research June 2007 - October 2007
Bloomberg November 2005 - June 2007
Skills
Trading Systems, Hedge Funds, Equities, Bloomberg, Electronic Trading, Options, Fixed Income, Swaps, Microsoft Office, SQL, Order Management, Disaster Recovery, SharePoint, Vendor Relationships, Eze Castle, Microsoft Excel, Equity Derivatives, Integration, Electrionic Trading, FIX Trading, Bloomberg Professional, Accounting Systems, TFS, Trade Compliance, Equity Swaps, Vendor Management, Security Management, Settlement, Asset Management, CRM, Compliance Man, Settlement Systems, Geneva, Compliance, Futures, CTM, FX trading, Reuters, Cadis, Omgeo Oasys, CRM databases, LANDesk, Program Management, Resource Management, Budget Management, SDLC
Education
Pennsylvania State University 2000 — 2004
Bachelor of Arts: Communications Arts & Sciences, Rhetoric, Finance, English, Philosophy
Tottenville 1996 — 2000
Bojan Krstic Bojan Krstic's Cohen & Steers Experience September 2006 - March 2008
Job Portfolio Solutions Marketing at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse January 2012 - July 2014
Neuberger Berman July 2009 - May 2011
Credit Suisse March 2008 - February 2009
Cohen & Steers September 2006 - March 2008
Capmark January 2005 - August 2006
Skills
Marketing, Product Marketing, Marketing Communications, Financial Services, Competitive Analysis, CRM, Alternative Investments, Investments, Fixed Income, Asset Management, Investment Strategies, Finance, Equities, Management, Hedge Funds, Product Management, Mutual Funds, Relationship Management, Portfolio Management, Asset Managment, New Business Development, Project Management, Capital Markets, Financial Analysis, Project Planning, Separately Managed..., Private Banking, Client Services
Education
Saint Thomas Aquinas College 2002 — 2004
Master of Business Administration (M.B.A.), Marketing
Credit Suisse July 2014 - Present
Credit Suisse January 2012 - July 2014
Neuberger Berman July 2009 - May 2011
Credit Suisse March 2008 - February 2009
Cohen & Steers September 2006 - March 2008
Capmark January 2005 - August 2006
Skills
Marketing, Product Marketing, Marketing Communications, Financial Services, Competitive Analysis, CRM, Alternative Investments, Investments, Fixed Income, Asset Management, Investment Strategies, Finance, Equities, Management, Hedge Funds, Product Management, Mutual Funds, Relationship Management, Portfolio Management, Asset Managment, New Business Development, Project Management, Capital Markets, Financial Analysis, Project Planning, Separately Managed..., Private Banking, Client Services
Education
Saint Thomas Aquinas College 2002 — 2004
Master of Business Administration (M.B.A.), Marketing
Yigal D. Jhirad Yigal D. Jhirad's Cohen & Steers Experience May 2007 - Present
Job Portfolio Manager, Head of Quantitative & Derivatives Strategies and Risk at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers May 2007 - Present
Morgan Stanley March 1995 - May 2007
Morgan Stanley Capital International 1991 - 1995
Morgan Stanley Information Technology 1986 - 1991
Education
University of Pennsylvania - The Wharton School
BS, Economics, Magna Cum Laude
Ramaz High School
Manhattan Day School
Cohen & Steers May 2007 - Present
Morgan Stanley March 1995 - May 2007
Morgan Stanley Capital International 1991 - 1995
Morgan Stanley Information Technology 1986 - 1991
Education
University of Pennsylvania - The Wharton School
BS, Economics, Magna Cum Laude
Ramaz High School
Manhattan Day School
Dawn Gour's Cohen & Steers Experience November 2014 - March 2015
Job Senior Administrative Assistant at Deloitte
Industry Financial Services
Experience
Cohen & Steers November 2014 - March 2015
Eisai December 2013 - September 2014
University of North Carolina at Chapel Hill April 2013 - September 2013
Fidelity Investments September 2011 - February 2012
Peacock Connections LLC February 2010 - September 2011
Piedmont Investment Advisors September 2009 - January 2010
Egon Zehnder International April 2008 - March 2009
Fidelity Investments January 2006 - April 2008
Skills
Team Building, Project Management, Leadership, Time Management, Event Management, Strategy, Conflict Resolution, Non-profit..., Project Planning, Business Communications, Community Outreach, Budgets, PowerPoint, Public Speaking, Entrepreneurship, Global Recruiting, Accounts Payable, Social Media, Toastmasters, Travel Management, Networking, Program Management, SharePoint, Budget Tracking, Cost Reduction..., Financial Recruiting, Background Checks, New Hire Orientations, Negotiation, Client Services, Internal Audit, Databases, Microsoft Dynamics, Business Culture, Hindi, QuickBooks, PeopleSoft, Executive Management, Market Research, Fundraising, Finance, Research, CRM, Board Presentations, SAP, Maximo
Education
University of Pune
Bachelor of Arts, English Literature
University of Pune
Masters Degree, Human Resources
Cohen & Steers November 2014 - March 2015
Eisai December 2013 - September 2014
University of North Carolina at Chapel Hill April 2013 - September 2013
Fidelity Investments September 2011 - February 2012
Peacock Connections LLC February 2010 - September 2011
Piedmont Investment Advisors September 2009 - January 2010
Egon Zehnder International April 2008 - March 2009
Fidelity Investments January 2006 - April 2008
Skills
Team Building, Project Management, Leadership, Time Management, Event Management, Strategy, Conflict Resolution, Non-profit..., Project Planning, Business Communications, Community Outreach, Budgets, PowerPoint, Public Speaking, Entrepreneurship, Global Recruiting, Accounts Payable, Social Media, Toastmasters, Travel Management, Networking, Program Management, SharePoint, Budget Tracking, Cost Reduction..., Financial Recruiting, Background Checks, New Hire Orientations, Negotiation, Client Services, Internal Audit, Databases, Microsoft Dynamics, Business Culture, Hindi, QuickBooks, PeopleSoft, Executive Management, Market Research, Fundraising, Finance, Research, CRM, Board Presentations, SAP, Maximo
Education
University of Pune
Bachelor of Arts, English Literature
University of Pune
Masters Degree, Human Resources
Derek Mestre Derek Mestre's Cohen & Steers Experience May 2013 - Present
Job Jr. Systems Engineer at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers May 2013 - Present
Cohen & Steers August 2011 - April 2013
Weight Watchers June 2007 - August 2011
Freelance May 2006 - May 2007
Radio Shack October 2006 - April 2007
Skills
Customer Service, Troubleshooting, Printers, Software Installation, Technical Support, Active Directory, System Administration, Access, XP, Windows 7, Networking, Sales, Blackberry Enterprise..., Software Documentation, VMware, Security, Windows Server, Windows XP
Education
State University of New York College at Oneonta 2001 — 2005
BS, Communications
Global Knowledge
Cohen & Steers May 2013 - Present
Cohen & Steers August 2011 - April 2013
Weight Watchers June 2007 - August 2011
Freelance May 2006 - May 2007
Radio Shack October 2006 - April 2007
Skills
Customer Service, Troubleshooting, Printers, Software Installation, Technical Support, Active Directory, System Administration, Access, XP, Windows 7, Networking, Sales, Blackberry Enterprise..., Software Documentation, VMware, Security, Windows Server, Windows XP
Education
State University of New York College at Oneonta 2001 — 2005
BS, Communications
Global Knowledge
Christy Wong Christy Wong's Cohen & Steers Experience November 2014 - May 2015
Job Channel Marketing Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers November 2014 - May 2015
HSBC Global Asset Management April 2012 - November 2014
HSBC July 2010 - April 2012
SkinCity 5.5 Spa October 2009 - May 2010
Make-A-Wish Foundation of Northeast New York January 2009 - June 2009
Skills
Management, Relationship Management, Marketing, Strategy, Training, Marketing Strategy, Leadership, Marketing Management, Marketing Communications, Project Management, Sales, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), Business Administration - Marketing/Management
Cohen & Steers November 2014 - May 2015
HSBC Global Asset Management April 2012 - November 2014
HSBC July 2010 - April 2012
SkinCity 5.5 Spa October 2009 - May 2010
Make-A-Wish Foundation of Northeast New York January 2009 - June 2009
Skills
Management, Relationship Management, Marketing, Strategy, Training, Marketing Strategy, Leadership, Marketing Management, Marketing Communications, Project Management, Sales, Social Media Marketing, Email Marketing, Strategic Partnerships
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), Business Administration - Marketing/Management
Nirmal Suratia's Cohen & Steers Experience October 2013 - Present
Job Senior Systems Engineer
Industry Information Technology and Services
Experience
Cohen & Steers October 2013 - Present
PineBridge Investments April 2010 - October 2013
AIG May 2005 - April 2010
Derive Technologies December 2004 - May 2005
Goldman Sachs March 2001 - December 2004
Skills
VMware, Citrix, Microsoft Exchange, Windows Server, IT Operations, Disaster Recovery, Infrastructure, VMware ESX, Bloomberg, Information Technology, System Administration, Symantec (SEE, SEP, DLP), Citrix Metaframe, Market Data, Vendor Management, Business Continuity, Integration, Active Directory, Enterprise Architecture, Troubleshooting, Virtualization, Data Center, vSphere, SharePoint, Cisco Call Manager, SDLC, Servers, ITIL, Cisco Technologies, DNS, IT Management, IT Strategy, IT Service Management, IIS, System Deployment, Project Management, Databases, Blackberry Enterprise..., Microsoft SQL Server, EMC Storage, SCOM, EMC, VMware vSphere
Education
Sardar Patel University 1997 — 1999
Master's
Sardar Patel University 1994 — 1997
Bachelor's
Cohen & Steers October 2013 - Present
PineBridge Investments April 2010 - October 2013
AIG May 2005 - April 2010
Derive Technologies December 2004 - May 2005
Goldman Sachs March 2001 - December 2004
Skills
VMware, Citrix, Microsoft Exchange, Windows Server, IT Operations, Disaster Recovery, Infrastructure, VMware ESX, Bloomberg, Information Technology, System Administration, Symantec (SEE, SEP, DLP), Citrix Metaframe, Market Data, Vendor Management, Business Continuity, Integration, Active Directory, Enterprise Architecture, Troubleshooting, Virtualization, Data Center, vSphere, SharePoint, Cisco Call Manager, SDLC, Servers, ITIL, Cisco Technologies, DNS, IT Management, IT Strategy, IT Service Management, IIS, System Deployment, Project Management, Databases, Blackberry Enterprise..., Microsoft SQL Server, EMC Storage, SCOM, EMC, VMware vSphere
Education
Sardar Patel University 1997 — 1999
Master's
Sardar Patel University 1994 — 1997
Bachelor's
Craig Schwalb, CIMA® Craig Schwalb, CIMA®'s Cohen & Steers Experience 2007 - 2008
Job Senior Vice President at Scout Investments
Industry Financial Services
Experience
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
Scout Investments March 2015 - Present
Scout Investments 2008 - Present
Cohen & Steers 2007 - 2008
U.S. Trust 2005 - 2007
Pioneer Investments 2003 - 2005
Education
Providence College 1996 — 1999
Bachelor of Science, Marketing
Christine Sci Christine Sci's Cohen & Steers Experience June 2014 - Present
Job Portfolio Adminstrator at Cohen & Steers
Industry Management Consulting
Experience
Cohen & Steers June 2014 - Present
Merrill Lynch January 2014 - April 2014
Bench-USA May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Teamwork, Research, Time Management, Outlook, Customer Service, Financial Analysis, Social Media, Social Networking, Marketing, Market Research, Windows, Management, Event Management, Telephone Skills, Salesforce.com, SharePoint, Wholesale
Education
Towson University 2010 — 2014
Cohen & Steers June 2014 - Present
Merrill Lynch January 2014 - April 2014
Bench-USA May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Teamwork, Research, Time Management, Outlook, Customer Service, Financial Analysis, Social Media, Social Networking, Marketing, Market Research, Windows, Management, Event Management, Telephone Skills, Salesforce.com, SharePoint, Wholesale
Education
Towson University 2010 — 2014
Andrew Pilchick's Cohen & Steers Experience May 2014 - Present
Job Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers May 2014 - Present
Lyxor Asset Management June 2013 - May 2014
CNLBank September 2012 - May 2013
UBS Financial Services May 2011 - June 2011
Skills
Financial Analysis, Investments, Finance, Risk Management, CRM, Microsoft Excel, Microsoft Office, Alternative Investments, Hedge Funds, Sales, International Business..., Team Leadership, Marketing, Bloomberg, Statistical Data..., Client Relationship..., Project Management, Communication
Education
University College London 2012 — 2012
Management Science and Innovation, International Business
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2007 — 2011
Bachelor of Science (BSc), Finance
Cohen & Steers May 2014 - Present
Lyxor Asset Management June 2013 - May 2014
CNLBank September 2012 - May 2013
UBS Financial Services May 2011 - June 2011
Skills
Financial Analysis, Investments, Finance, Risk Management, CRM, Microsoft Excel, Microsoft Office, Alternative Investments, Hedge Funds, Sales, International Business..., Team Leadership, Marketing, Bloomberg, Statistical Data..., Client Relationship..., Project Management, Communication
Education
University College London 2012 — 2012
Management Science and Innovation, International Business
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2007 — 2011
Bachelor of Science (BSc), Finance
Humberto Medina, CFA Humberto Medina, CFA's Cohen & Steers Experience June 2010 - Present
Job Sr Investment Analyst at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers June 2010 - Present
Macquarie Funds Group 2009 - 2010
GLG Partners 2007 - 2009
Citigroup Investment Research 2004 - 2007
Goldman Sachs 2000 - 2002
PDVSA Petroleos de Venezuela S.A. 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Investment Mgmt
Universidad Católica Andrés Bello
Cohen & Steers June 2010 - Present
Macquarie Funds Group 2009 - 2010
GLG Partners 2007 - 2009
Citigroup Investment Research 2004 - 2007
Goldman Sachs 2000 - 2002
PDVSA Petroleos de Venezuela S.A. 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Investment Mgmt
Universidad Católica Andrés Bello
Logan Block Logan Block's Cohen & Steers Experience September 2015 - Present
Job Business System Analyst at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers September 2015 - Present
Reval March 2014 - August 2015
Reval June 2012 - March 2014
John Hancock Life Insurance Company (U.S.A.) February 2010 - December 2011
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Business Analysis, Market Research, Project Management, Microsoft Word, SaaS, Access, Process Improvement, Financial Analysis
Education
The University of Connecticut 2006 — 2010
BA, Economics
Cohen & Steers September 2015 - Present
Reval March 2014 - August 2015
Reval June 2012 - March 2014
John Hancock Life Insurance Company (U.S.A.) February 2010 - December 2011
Skills
Microsoft Excel, Data Analysis, Microsoft Office, PowerPoint, Business Analysis, Market Research, Project Management, Microsoft Word, SaaS, Access, Process Improvement, Financial Analysis
Education
The University of Connecticut 2006 — 2010
BA, Economics
Sean G. Higgins Sean G. Higgins's Cohen & Steers Experience April 2011 - June 2012
Job Investment Management Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Cohen & Steers April 2011 - June 2012
Cohen & Steers August 2009 - April 2011
Morgan Stanley Smith Barney March 2008 - August 2009
Skills
Mutual Funds, Competitive Analysis, Finance, Financial Services, Asset Allocation, Wealth Management, Separately Managed..., Valuation, Commercial Real Estate, ETFs, Outstanding..., Investment Strategies, Marketing, Sales, Capital Markets, Fixed Income
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
St. Lawrence University 2000 — 2004
Bachelor's degree, Psychology & History
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
Cohen & Steers April 2011 - June 2012
Cohen & Steers August 2009 - April 2011
Morgan Stanley Smith Barney March 2008 - August 2009
Skills
Mutual Funds, Competitive Analysis, Finance, Financial Services, Asset Allocation, Wealth Management, Separately Managed..., Valuation, Commercial Real Estate, ETFs, Outstanding..., Investment Strategies, Marketing, Sales, Capital Markets, Fixed Income
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
St. Lawrence University 2000 — 2004
Bachelor's degree, Psychology & History
David Bojanowski David Bojanowski's Cohen & Steers Experience July 1998 - June 2007
Job Asset Management Operations | Project Management | Client Onboarding | Middle Office & Back Office | PMP
Industry Financial Services
Experience
Hexaware Technologies March 2015 - Present
Financial Services Industry June 2014 - February 2015
Citigroup October 2010 - June 2014
Steinberg Asset Management, LLC July 2007 - October 2010
Cohen & Steers July 1998 - June 2007
Bank of New York 1996 - 1998
Skills
Hedge Funds, Financial Services, Investments, Mutual Funds, Asset Management, Project Management, Management, Trading Systems, Middle Office, Equities, Process Improvement, Securities, Capital Markets, Back Office, Account Reconciliation, Bloomberg, Investment Management, Corporate Actions, Bloomberg Terminal, Microsoft Excel, Vermilion, Advent, Axys, APX, Revenue Center, Onboarding, New Product..., UAT Coordination, Project Planning, MS Project, Separately Managed..., Operations Management, PMP, Investor Reporting, Knowledge Transfer, Process Flow...
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Delaware 1991 — 1995
BS, Business Admin.
Hexaware Technologies March 2015 - Present
Financial Services Industry June 2014 - February 2015
Citigroup October 2010 - June 2014
Steinberg Asset Management, LLC July 2007 - October 2010
Cohen & Steers July 1998 - June 2007
Bank of New York 1996 - 1998
Skills
Hedge Funds, Financial Services, Investments, Mutual Funds, Asset Management, Project Management, Management, Trading Systems, Middle Office, Equities, Process Improvement, Securities, Capital Markets, Back Office, Account Reconciliation, Bloomberg, Investment Management, Corporate Actions, Bloomberg Terminal, Microsoft Excel, Vermilion, Advent, Axys, APX, Revenue Center, Onboarding, New Product..., UAT Coordination, Project Planning, MS Project, Separately Managed..., Operations Management, PMP, Investor Reporting, Knowledge Transfer, Process Flow...
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance
University of Delaware 1991 — 1995
BS, Business Admin.
Jesse Adams Jesse Adams's Cohen & Steers Experience 2005 - 2007
Job COO & Head of Finance at BEYOND YOGA
Industry Internet
Experience
Beyond Yoga 2011 - Present
true[X] media December 2010 - January 2014
MGM Studios January 2008 - December 2010
Cohen & Steers 2005 - 2007
Barclays Capital 2001 - 2005
Skills
Strategy, Start-ups, Mergers & Acquisitions, Financial Modeling, Digital Media, Business Development, Online Advertising, Product Management, Marketing, Business Planning, Financial Analysis, Management, Finance, Forecasting, Valuation, Advertising, Analysis, New Media, Strategic Planning, Investments
Education
University of Delaware 1997 — 2001
B.S. in Business Administration, Finance
Quince Orchard HS
Beyond Yoga 2011 - Present
true[X] media December 2010 - January 2014
MGM Studios January 2008 - December 2010
Cohen & Steers 2005 - 2007
Barclays Capital 2001 - 2005
Skills
Strategy, Start-ups, Mergers & Acquisitions, Financial Modeling, Digital Media, Business Development, Online Advertising, Product Management, Marketing, Business Planning, Financial Analysis, Management, Finance, Forecasting, Valuation, Advertising, Analysis, New Media, Strategic Planning, Investments
Education
University of Delaware 1997 — 2001
B.S. in Business Administration, Finance
Quince Orchard HS
Noelle Saulnier's Cohen & Steers Experience July 2009 - September 2009
Job Associate Web Designer at Avon Products Inc
Industry Cosmetics
Experience
Avon Products Inc July 2012 - Present
Avon Products Inc. July 2011 - January 2012
Avon Products June 2010 - June 2011
WWE January 2010 - May 2010
Cohen & Steers July 2009 - September 2009
Skills
Web Design, Dreamweaver, InDesign, Advertising, Logo Design, Illustrator, Photoshop, Art Direction, Corporate Identity, Layout, Facebook, Graphics, Banners, Typography, Brochures, Magazines, Social Media
Education
Sacred Heart University 2006 — 2010
B.A., Graphic Design
Avon Products Inc July 2012 - Present
Avon Products Inc. July 2011 - January 2012
Avon Products June 2010 - June 2011
WWE January 2010 - May 2010
Cohen & Steers July 2009 - September 2009
Skills
Web Design, Dreamweaver, InDesign, Advertising, Logo Design, Illustrator, Photoshop, Art Direction, Corporate Identity, Layout, Facebook, Graphics, Banners, Typography, Brochures, Magazines, Social Media
Education
Sacred Heart University 2006 — 2010
B.A., Graphic Design
Siobhan Traynor, CFA's Cohen & Steers Experience April 2012 - Present
Job Senior Relationship Manager at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers April 2012 - Present
Prudential Fixed Income July 2011 - April 2012
Pramerica Fixed Income September 2009 - September 2011
Prudential Fixed Income 2002 - December 2009
Credit Suisse 1996 - 2002
Skills
Financial Services, Fixed Income, Asset Management, Alternative Investments, Mutual Funds, Investments, Series 7, Hedge Funds, Securities, Asset Allocation, Equities, Bloomberg, Investment Management, Capital Markets, Portfolio Management, Series 63
Education
Rutgers University-New Brunswick 1989 — 1993
BA, French Literature, Communications
Cohen & Steers April 2012 - Present
Prudential Fixed Income July 2011 - April 2012
Pramerica Fixed Income September 2009 - September 2011
Prudential Fixed Income 2002 - December 2009
Credit Suisse 1996 - 2002
Skills
Financial Services, Fixed Income, Asset Management, Alternative Investments, Mutual Funds, Investments, Series 7, Hedge Funds, Securities, Asset Allocation, Equities, Bloomberg, Investment Management, Capital Markets, Portfolio Management, Series 63
Education
Rutgers University-New Brunswick 1989 — 1993
BA, French Literature, Communications
Parke Miller Johnson Parke Miller Johnson's Cohen & Steers Experience November 2010 - May 2015
Job Director, Editorial at Brookfield Investment Management Inc.
Industry Financial Services
Experience
Brookfield Investment Management Inc. May 2015 - Present
Cohen & Steers November 2010 - May 2015
financial services companies June 2009 - October 2010
Legg Mason January 2006 - April 2009
Citigroup 1994 - December 2005
Smith Barney 1993 - 1994
Smith Barney 1982 - 1993
Skills
Mutual Funds, Strategy, Integrated Marketing, Marketing Communications, Investments, Asset Managment, Leadership, Marketing Strategy, Product Marketing, Financial Services, Management
Education
Skidmore College
BS, Art
Brookfield Investment Management Inc. May 2015 - Present
Cohen & Steers November 2010 - May 2015
financial services companies June 2009 - October 2010
Legg Mason January 2006 - April 2009
Citigroup 1994 - December 2005
Smith Barney 1993 - 1994
Smith Barney 1982 - 1993
Skills
Mutual Funds, Strategy, Integrated Marketing, Marketing Communications, Investments, Asset Managment, Leadership, Marketing Strategy, Product Marketing, Financial Services, Management
Education
Skidmore College
BS, Art
Kasia Gorska Kasia Gorska's Cohen & Steers Experience April 2014 - Present
Job Senior Tax Accountant at Cohen & Steers
Industry Accounting
Experience
Cohen & Steers April 2014 - Present
PricewaterhouseCoopers January 2011 - April 2014
Grant Thornton LLP August 2008 - December 2010
IBM June 2008 - July 2008
ARAMARK June 2007 - August 2007
Skills
Tax, Accounting, US GAAP, Financial Analysis, SEC filings, Tax Research, Financial Reporting, Partnership Taxation, Financial Accounting, CPA, Project Management, Corporate Tax, GAAP, Internal Controls, Tax Accounting, International Tax, Income Tax, Auditing, Sarbanes-Oxley Act, Big 4, Tax Preparation, External Audit, SAP, Tax Returns, Multi-state tax returns, Sales & Use Tax
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Accounting, Finance
Syracuse University Madrid Campus @ Instituto Internacional en España 2006 — 2006
Study Abroad
Cohen & Steers April 2014 - Present
PricewaterhouseCoopers January 2011 - April 2014
Grant Thornton LLP August 2008 - December 2010
IBM June 2008 - July 2008
ARAMARK June 2007 - August 2007
Skills
Tax, Accounting, US GAAP, Financial Analysis, SEC filings, Tax Research, Financial Reporting, Partnership Taxation, Financial Accounting, CPA, Project Management, Corporate Tax, GAAP, Internal Controls, Tax Accounting, International Tax, Income Tax, Auditing, Sarbanes-Oxley Act, Big 4, Tax Preparation, External Audit, SAP, Tax Returns, Multi-state tax returns, Sales & Use Tax
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2008
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
BS, Accounting, Finance
Syracuse University Madrid Campus @ Instituto Internacional en España 2006 — 2006
Study Abroad
Vik Patel's Cohen & Steers Experience November 2010 - February 2013
Job Analyst at Millennium Partners
Industry Investment Management
Experience
Millennium Partners September 2013 - Present
TrendSeeder Corp May 2011 - August 2013
Cohen & Steers November 2010 - February 2013
UBS Investment Bank June 2009 - November 2010
Bank of America July 2008 - May 2009
Bank of America June 2007 - July 2008
Skills
Entrepreneurship, Private Equity, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equities, Capital Markets, Alternative Investments, Due Diligence, Venture Capital, Fixed Income, Asset Management
Education
University of Michigan 2004 — 2007
BBA, Finance, Accounting
Millennium Partners September 2013 - Present
TrendSeeder Corp May 2011 - August 2013
Cohen & Steers November 2010 - February 2013
UBS Investment Bank June 2009 - November 2010
Bank of America July 2008 - May 2009
Bank of America June 2007 - July 2008
Skills
Entrepreneurship, Private Equity, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equities, Capital Markets, Alternative Investments, Due Diligence, Venture Capital, Fixed Income, Asset Management
Education
University of Michigan 2004 — 2007
BBA, Finance, Accounting
Diana Long Diana Long's Cohen & Steers Experience April 2013 - March 2015
Job Senior IT Business Analyst at Cohen & Steers
Industry Information Technology and Services
Experience
Cohen & Steers April 2013 - March 2015
Citi November 2012 - March 2013
Vanguard June 2004 - November 2012
Vanguard Investments Australia September 2011 - February 2012
Skills
Visio, Quality Center, Requirements Gathering, Testing, Unix, System Testing, SQL, QTP, Fixed Income, Test Automation, Test Cases, Back Office, Middle Office, Business Requirements, Software Quality..., Business Analysis, SDLC, HP Quality Center, Equities, Software Project..., User Acceptance Testing, Project Management
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
Master, Information Sciences
Penn State University 2000 — 2004
Bachelor of Science, .S. Information Sciences & Technology
Cohen & Steers April 2013 - March 2015
Citi November 2012 - March 2013
Vanguard June 2004 - November 2012
Vanguard Investments Australia September 2011 - February 2012
Skills
Visio, Quality Center, Requirements Gathering, Testing, Unix, System Testing, SQL, QTP, Fixed Income, Test Automation, Test Cases, Back Office, Middle Office, Business Requirements, Software Quality..., Business Analysis, SDLC, HP Quality Center, Equities, Software Project..., User Acceptance Testing, Project Management
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
Master, Information Sciences
Penn State University 2000 — 2004
Bachelor of Science, .S. Information Sciences & Technology
Alec Rutstein Alec Rutstein's Cohen & Steers Experience October 2014 - Present
Job RIA Specialist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers October 2014 - Present
Gerstein Fisher July 2013 - October 2014
Convergent Wealth Advisors June 2012 - August 2013
Gerstein Fisher June 2011 - August 2011
Skills
Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Microsoft Word, Equities, Mutual Funds, Securities, Capital Markets, Series 7
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Cohen & Steers October 2014 - Present
Gerstein Fisher July 2013 - October 2014
Convergent Wealth Advisors June 2012 - August 2013
Gerstein Fisher June 2011 - August 2011
Skills
Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Microsoft Word, Equities, Mutual Funds, Securities, Capital Markets, Series 7
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Michael A. Miller Michael A. Miller's Cohen & Steers Experience August 2009 - March 2013
Job Partner & Regional Director of Advisory Services Central U.S. at Versus Capital Group
Industry Investment Management
Experience
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Chris Rusu Chris Rusu's Cohen & Steers Experience July 2010 - Present
Job Senior .NET Developer at Cohen & Steers
Industry Computer Software
Experience
Cohen & Steers July 2010 - Present
Vibrant Media January 2008 - August 2010
Ipreo July 2004 - December 2007
i-Deal LLC July 2004 - July 2005
Skills
ASP.NET, WCF, Microsoft SQL Server, C#, ASP.NET MVC, LINQ, VSTO, Microsoft Excel, jQuery, JavaScript, CSS3, HTML 5, Silverlight, WPF, Version Control SVN, NoSQL, T-SQL, Subversion, CSS
Education
State University of New York at New Paltz 2000 — 2004
Bachelor of Science, Computer Science
Cohen & Steers July 2010 - Present
Vibrant Media January 2008 - August 2010
Ipreo July 2004 - December 2007
i-Deal LLC July 2004 - July 2005
Skills
ASP.NET, WCF, Microsoft SQL Server, C#, ASP.NET MVC, LINQ, VSTO, Microsoft Excel, jQuery, JavaScript, CSS3, HTML 5, Silverlight, WPF, Version Control SVN, NoSQL, T-SQL, Subversion, CSS
Education
State University of New York at New Paltz 2000 — 2004
Bachelor of Science, Computer Science
Michael Bozzone's Cohen & Steers Experience March 2008 - January 2010
Job Financial Advisor at Cornerstone Planning Group, LLC
Industry Financial Services
Experience
Cornerstone Planning Group, LLC April 2015 - Present
Carey Financial, LLC December 2010 - March 2015
Treasury Partners January 2010 - November 2010
Cohen & Steers March 2008 - January 2010
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Series 7, Mutual Funds, Finance, Investments, Sales, Portfolio Management, Financial Analysis, Financial Advisory, Marketing, Series 63, Life Insurance, 401k Rollovers, Small Business..., Estate Planning
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Economics and Political Science
Rutgers University-New Brunswick
Economics and Political Science
Cornerstone Planning Group, LLC April 2015 - Present
Carey Financial, LLC December 2010 - March 2015
Treasury Partners January 2010 - November 2010
Cohen & Steers March 2008 - January 2010
Ameriprise Financial Services, Inc. September 2006 - December 2007
Skills
Series 7, Mutual Funds, Finance, Investments, Sales, Portfolio Management, Financial Analysis, Financial Advisory, Marketing, Series 63, Life Insurance, 401k Rollovers, Small Business..., Estate Planning
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelor's Degree, Economics and Political Science
Rutgers University-New Brunswick
Economics and Political Science
Laura (Kling) Baffico Laura (Kling) Baffico's Cohen & Steers Experience October 2010 - December 2013
Job Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management March 2015 - Present
Four Wood Capital Partners January 2014 - March 2015
Cohen & Steers October 2010 - December 2013
New York Life Insurance Company/MainStay Investments September 2007 - October 2010
NATIXIS Global Associates June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2005
State Street Research September 2000 - June 2002
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Portfolio Management, Securities
Education
St. Lawrence University 1995 — 1999
Agnes Irwin 1983 — 1995
Thornburg Investment Management March 2015 - Present
Four Wood Capital Partners January 2014 - March 2015
Cohen & Steers October 2010 - December 2013
New York Life Insurance Company/MainStay Investments September 2007 - October 2010
NATIXIS Global Associates June 2005 - June 2007
John Hancock Life Insurance Company (U.S.A.) June 2002 - June 2005
State Street Research September 2000 - June 2002
Skills
Mutual Funds, Series 7, Investments, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Asset Management, Equities, Portfolio Management, Securities
Education
St. Lawrence University 1995 — 1999
Agnes Irwin 1983 — 1995
Joel Mancl Joel Mancl's Cohen & Steers Experience July 2005 - December 2008
Job Vice President at CS Capital Advisors, LLC
Industry Investment Banking
Experience
CS Capital Advisors, LLC January 2009 - Present
Cohen & Steers July 2005 - December 2008
Princeton University Operations, Research & Financial Engineering June 2004 - August 2004
Skills
Investment Banking, Real Estate, Senior Housing, Mergers, Healthcare, Capital Markets, Recapitalizations, Fairness Opinions, Corporate Advisory, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Private Equity, Valuation, Due Diligence, Restructuring, Finance
Education
Princeton University 2001 — 2005
BSE
Rhinelander High School 1997 — 2001
CS Capital Advisors, LLC January 2009 - Present
Cohen & Steers July 2005 - December 2008
Princeton University Operations, Research & Financial Engineering June 2004 - August 2004
Skills
Investment Banking, Real Estate, Senior Housing, Mergers, Healthcare, Capital Markets, Recapitalizations, Fairness Opinions, Corporate Advisory, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Private Equity, Valuation, Due Diligence, Restructuring, Finance
Education
Princeton University 2001 — 2005
BSE
Rhinelander High School 1997 — 2001
Sabina Potack's Cohen & Steers Experience 2003 - 2007
Job Lifestyle & Luxury Consultant
Industry Luxury Goods & Jewelry
Experience
Style and Edit by Sabina June 2013 - Present
The RealReal 2012 - May 2013
Cartesian Capital Group 2007 - 2012
Cohen & Steers 2003 - 2007
Ernst & Young 1997 - 2002
Skills
Fashion, Luxury Goods, Sales, Interior Design, Marketing, Marketing Strategy, Social Media, Financial Analysis, Budgets, Asset Management, Forecasting, Business Strategy, Financial Planning, Digital Marketing
Education
The George Washington University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Style and Edit by Sabina June 2013 - Present
The RealReal 2012 - May 2013
Cartesian Capital Group 2007 - 2012
Cohen & Steers 2003 - 2007
Ernst & Young 1997 - 2002
Skills
Fashion, Luxury Goods, Sales, Interior Design, Marketing, Marketing Strategy, Social Media, Financial Analysis, Budgets, Asset Management, Forecasting, Business Strategy, Financial Planning, Digital Marketing
Education
The George Washington University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Nicholas Detorie's Cohen & Steers Experience June 2007 - February 2013
Job Vice President Terra Capital Partners
Industry Financial Services
Experience
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations, Fixed Income, Wealth Management, Securities, Equities, Separately Managed..., Investments, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Finance, Portfolio Management, Financial Services, Investment Strategies, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations, Fixed Income, Wealth Management, Securities, Equities, Separately Managed..., Investments, Asset Management, Alternative Investments, Hedge Funds, Asset Allocation, Finance, Portfolio Management, Financial Services, Investment Strategies, Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
Nick Koutsoftas's Cohen & Steers Experience April 2013 - Present
Job SVP, PM Commodities at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers April 2013 - Present
GE Asset Management July 1995 - April 2013
GE Asset Management July 1995 - April 2013
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance and Mgmt
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (BS), Industrial Engineering
Cohen & Steers April 2013 - Present
GE Asset Management July 1995 - April 2013
GE Asset Management July 1995 - April 2013
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
MBA, Finance and Mgmt
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (BS), Industrial Engineering
John Whilesmith's Cohen & Steers Experience October 2012 - January 2013
Job Compliance Officer
Industry Financial Services
Experience
New York Life Investments February 2013 - Present
Cohen & Steers October 2012 - January 2013
Artio Global Management LLC (fka Julius Baer Investment Management LLC) September 2005 - August 2012
Morgan Stanley Investment Management Inc August 2002 - September 2005
Deutsche Bank NA August 1997 - August 2002
Skills
Hedge Funds, Fixed Income, Asset Managment, Derivatives, Alternative Investments, Securities, Mutual Funds, Investment Management, Investments, Capital Markets, Series 7, ETFs, Asset Allocation, Portfolio Management, Investment Banking, Trading, Emerging Markets, Fund Of Funds, Investment Strategies, Asset Management, Institutional..., Investment Advisory, Financial Markets
Education
University of Oxford 1985 — 1988
Bachelor of Arts (B.A.) & M.A. (Hons), Modern History
Pocklington School 1978 — 1985
New York Life Investments February 2013 - Present
Cohen & Steers October 2012 - January 2013
Artio Global Management LLC (fka Julius Baer Investment Management LLC) September 2005 - August 2012
Morgan Stanley Investment Management Inc August 2002 - September 2005
Deutsche Bank NA August 1997 - August 2002
Skills
Hedge Funds, Fixed Income, Asset Managment, Derivatives, Alternative Investments, Securities, Mutual Funds, Investment Management, Investments, Capital Markets, Series 7, ETFs, Asset Allocation, Portfolio Management, Investment Banking, Trading, Emerging Markets, Fund Of Funds, Investment Strategies, Asset Management, Institutional..., Investment Advisory, Financial Markets
Education
University of Oxford 1985 — 1988
Bachelor of Arts (B.A.) & M.A. (Hons), Modern History
Pocklington School 1978 — 1985
Brandon Christie's Cohen & Steers Experience June 2010 - August 2010
Job Venture Associate at New Enterprise Associates (NEA)
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates (NEA) July 2014 - Present
Barclays June 2012 - June 2014
Clockwork Productions September 2010 - April 2011
Cohen & Steers June 2010 - August 2010
QED Benchmark Fund June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Valuation, Investment Banking, LBO, Start-ups, Finance, Analysis, Data Analysis, M&A experience
Education
University of Pennsylvania 2008 — 2012
Jerome Fisher Program in Management and Technology, Dual Degree in Finance and Systems Engineering; Minor in Math
W.C. Mepham HS 2004 — 2008
New Enterprise Associates (NEA) July 2014 - Present
Barclays June 2012 - June 2014
Clockwork Productions September 2010 - April 2011
Cohen & Steers June 2010 - August 2010
QED Benchmark Fund June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Valuation, Investment Banking, LBO, Start-ups, Finance, Analysis, Data Analysis, M&A experience
Education
University of Pennsylvania 2008 — 2012
Jerome Fisher Program in Management and Technology, Dual Degree in Finance and Systems Engineering; Minor in Math
W.C. Mepham HS 2004 — 2008
Jason Kling's Cohen & Steers Experience 1997 - 1999
Job at
Industry Financial Services
Experience
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Kristy Ives's Cohen & Steers Experience April 2006 - February 2010
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management February 2010 - Present
Cohen & Steers April 2006 - February 2010
Lord Abbett June 2003 - April 2006
Education
Rutgers University-New Brunswick 1999 — 2003
Goldman Sachs Asset Management February 2010 - Present
Cohen & Steers April 2006 - February 2010
Lord Abbett June 2003 - April 2006
Education
Rutgers University-New Brunswick 1999 — 2003
Deborah Benzel's Cohen & Steers Experience September 2005 - Present
Job Senior Vice President, Institutional Marketing
Industry Investment Management
Experience
Cohen & Steers September 2005 - Present
Third Avenue Management 2001 - 2005
Education
University of Michigan 1997 — 2001
Bachelor of Arts, Economics
Cohen & Steers September 2005 - Present
Third Avenue Management 2001 - 2005
Education
University of Michigan 1997 — 2001
Bachelor of Arts, Economics
Mary (Bernhard) Gordon's Cohen & Steers Experience September 2008 - June 2013
Job Vice President, Key Accounts Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds July 2013 - Present
Cohen & Steers September 2008 - June 2013
JPMorgan Chase January 2006 - August 2008
JPMorgan Chase March 2005 - January 2006
JPMorgan Chase June 2003 - March 2005
JPMorgan Chase March 2002 - June 2003
JPMorgan Chase May 2000 - March 2002
JPMorgan Chase October 1998 - May 2000
Education
The College of New Jersey 1994 — 1998
BS - Finance, Finance
AMG Funds July 2013 - Present
Cohen & Steers September 2008 - June 2013
JPMorgan Chase January 2006 - August 2008
JPMorgan Chase March 2005 - January 2006
JPMorgan Chase June 2003 - March 2005
JPMorgan Chase March 2002 - June 2003
JPMorgan Chase May 2000 - March 2002
JPMorgan Chase October 1998 - May 2000
Education
The College of New Jersey 1994 — 1998
BS - Finance, Finance
Norbert Berrios's Cohen & Steers Experience March 1999 - July 2014
Job IS Director at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers March 1999 - July 2014
Skills
Equities, Hedge Funds, Financial Services, Asset Management
Education
University of California, Irvine
Cohen & Steers March 1999 - July 2014
Skills
Equities, Hedge Funds, Financial Services, Asset Management
Education
University of California, Irvine
Kim Spellman's Cohen & Steers Experience June 2007 - Present
Job Senior Vice President at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers June 2007 - Present
Morgan Stanley Investment Management July 1983 - May 2007
Schroders August 1979 - July 1983
Education
Rutgers University-New Brunswick 1975 — 1979
Cohen & Steers June 2007 - Present
Morgan Stanley Investment Management July 1983 - May 2007
Schroders August 1979 - July 1983
Education
Rutgers University-New Brunswick 1975 — 1979
Saagar Parikh, CFA's Cohen & Steers Experience April 2014 - Present
Job Energy MLPs / Infrastructure Equities at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers April 2014 - Present
KeyBanc Capital Markets June 2010 - April 2014
JPMorgan Chase July 2009 - June 2010
Skills
Investments, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Economics, Equity Research, Equities, Financial Analysis, Series 7, Wealth Management, Investment Strategies, Financial Markets, Valuation, Due Diligence, Bloomberg, Hedge Funds
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Finance, Economics
Cohen & Steers April 2014 - Present
KeyBanc Capital Markets June 2010 - April 2014
JPMorgan Chase July 2009 - June 2010
Skills
Investments, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Economics, Equity Research, Equities, Financial Analysis, Series 7, Wealth Management, Investment Strategies, Financial Markets, Valuation, Due Diligence, Bloomberg, Hedge Funds
Education
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Finance, Economics
Frank Zukowski's Cohen & Steers Experience July 2002 - April 2013
Job National Sales Director, Guinness Atkinson Asset Mgmt.
Industry Financial Services
Experience
Guinness Atkinson Asset Management June 2013 - Present
Cohen & Steers July 2002 - April 2013
Merrill Lynch 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Series 7, Series 63, Mutual Funds, Closed-end Funds, Alternative Investments, Asset Allocation, Registered Investment..., Sales Presentations, Presentation Development, Business Strategy, Team Building, Budgets, Asset Management, Financial Advisory, Financial Services, Morningstar, Retirement Planning, Fixed Annuities, Separately Managed..., Finance, Equities, Wealth Management, Investments
Education
Rutgers University
Bachelor of Science (B.S.), Economics
Guinness Atkinson Asset Management June 2013 - Present
Cohen & Steers July 2002 - April 2013
Merrill Lynch 2000 - 2002
Merrill Lynch 1995 - 2000
Merrill Lynch 1992 - 1995
Merrill Lynch 1990 - 1992
Skills
Series 7, Series 63, Mutual Funds, Closed-end Funds, Alternative Investments, Asset Allocation, Registered Investment..., Sales Presentations, Presentation Development, Business Strategy, Team Building, Budgets, Asset Management, Financial Advisory, Financial Services, Morningstar, Retirement Planning, Fixed Annuities, Separately Managed..., Finance, Equities, Wealth Management, Investments
Education
Rutgers University
Bachelor of Science (B.S.), Economics
Brian Cordes's Cohen & Steers Experience April 2012 - Present
Job Vice President Portfolio Specialist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers April 2012 - Present
Columbia Management March 2008 - April 2012
New York Life Investment Management March 1998 - February 2008
Skills
Competitive Analysis, Investment Management, Investments, Product Management, CRM, Marketing Strategy, Management, Portfolio Management, Analysis, Mutual Funds, Series 7, Marketing, Asset Allocation, Equities, Series 63
Education
Rider University 1992 — 1996
BS, Marketing
Cohen & Steers April 2012 - Present
Columbia Management March 2008 - April 2012
New York Life Investment Management March 1998 - February 2008
Skills
Competitive Analysis, Investment Management, Investments, Product Management, CRM, Marketing Strategy, Management, Portfolio Management, Analysis, Mutual Funds, Series 7, Marketing, Asset Allocation, Equities, Series 63
Education
Rider University 1992 — 1996
BS, Marketing
Christian Lau's Cohen & Steers Experience April 2011 - Present
Job Vice President, Institutional Relationship Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers April 2011 - Present
Cohen & Steers September 2008 - March 2011
Cambridge Associates May 2007 - September 2008
Cambridge Associates November 2006 - May 2007
Cambridge Associates January 2006 - November 2006
Skills
Bloomberg, Investment Strategies, Mutual Funds, Asset Managment, Alternative Investments, Institutional Investors, Investor Relations, Asset Allocation, Equities, Real Estate, Infrastructure, Asset Management, Financial Analysis, Valuation, Hedge Funds
Education
2016 Level III Candidate in the CFA Program
University of Delaware 2001 — 2005
BS, Finance, Economics & Managment Information Systems
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance, Economics
Cohen & Steers April 2011 - Present
Cohen & Steers September 2008 - March 2011
Cambridge Associates May 2007 - September 2008
Cambridge Associates November 2006 - May 2007
Cambridge Associates January 2006 - November 2006
Skills
Bloomberg, Investment Strategies, Mutual Funds, Asset Managment, Alternative Investments, Institutional Investors, Investor Relations, Asset Allocation, Equities, Real Estate, Infrastructure, Asset Management, Financial Analysis, Valuation, Hedge Funds
Education
2016 Level III Candidate in the CFA Program
University of Delaware 2001 — 2005
BS, Finance, Economics & Managment Information Systems
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Finance, Economics
Rick Helm, CFA's Cohen & Steers Experience 2005 - Present
Job Sr VP and Portfolio Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers 2005 - Present
WM Advisors 2001 - 2005
Northwestern Trust 1999 - 2001
TD Asset Management 1997 - 1999
Parametric Portfolio Associates 1994 - 1995
Morgan Stanley Asset Management 1988 - 1994
Continental Heritage 1986 - 1988
Skills
Portfolio Management, Equity Research
Education
University of Denver - Daniels College of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1977 — 1981
BS, Journalism
Cohen & Steers 2005 - Present
WM Advisors 2001 - 2005
Northwestern Trust 1999 - 2001
TD Asset Management 1997 - 1999
Parametric Portfolio Associates 1994 - 1995
Morgan Stanley Asset Management 1988 - 1994
Continental Heritage 1986 - 1988
Skills
Portfolio Management, Equity Research
Education
University of Denver - Daniels College of Business 1984 — 1986
MBA, Finance
University of Colorado Boulder 1977 — 1981
BS, Journalism
Michael Penn's Cohen & Steers Experience September 2011 - Present
Job Director, Global Economist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers September 2011 - Present
Merrill Lynch September 2008 - August 2011
Merrill Lynch October 2006 - September 2008
Merrill Lynch October 2003 - September 2006
Merrill Lynch July 2000 - October 2002
Skills
Macroeconomics, Global Macro, Economics, Emerging Markets, Financial Markets, Equities, Investments, Bloomberg, Economic Forecasting, Econometrics, Analysis, FX Options, Options, Trading, Equity Research, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Bonds, Asset Allocation
Education
University College London, U. of London 2002 — 2003
Master of Science, Economics, awarded Distinction
University of Nottingham 1997 — 2000
Bachelor of Science, Economics
Cohen & Steers September 2011 - Present
Merrill Lynch September 2008 - August 2011
Merrill Lynch October 2006 - September 2008
Merrill Lynch October 2003 - September 2006
Merrill Lynch July 2000 - October 2002
Skills
Macroeconomics, Global Macro, Economics, Emerging Markets, Financial Markets, Equities, Investments, Bloomberg, Economic Forecasting, Econometrics, Analysis, FX Options, Options, Trading, Equity Research, Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Bonds, Asset Allocation
Education
University College London, U. of London 2002 — 2003
Master of Science, Economics, awarded Distinction
University of Nottingham 1997 — 2000
Bachelor of Science, Economics
Mitch Grabel's Cohen & Steers Experience August 2014 - February 2015
Job HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management May 2015 - Present
Cohen & Steers August 2014 - February 2015
State Street Bank & Trust April 2007 - June 2014
Credit Suisse Asset Management April 1994 - March 2007
Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation
Education
State University of New York at Buffalo
BA, Social Sciences
HSBC Global Asset Management May 2015 - Present
Cohen & Steers August 2014 - February 2015
State Street Bank & Trust April 2007 - June 2014
Credit Suisse Asset Management April 1994 - March 2007
Skills
Asset Managment, Fixed Income, Relationship Management, Equities, Settlement, Asset Management, Derivatives, Portfolio Management, Investments, Financial Services, Banking, Options, Back Office, Middle Office, Asset Allocation
Education
State University of New York at Buffalo
BA, Social Sciences
Dana DeVivo's Cohen & Steers Experience May 2013 - Present
Job Vice President and Associate General Counsel at Cohen & Steers
Industry Law Practice
Experience
Cohen & Steers May 2013 - Present
Kramer Levin Naftalis & Frankel LLP September 2007 - May 2013
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Villanova University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Cohen & Steers May 2013 - Present
Kramer Levin Naftalis & Frankel LLP September 2007 - May 2013
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Villanova University School of Law 2004 — 2007
Doctor of Law (J.D.), Law
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Jonathan Brand's Cohen & Steers Experience April 2014 - Present
Job Associate Trade Administrator at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers April 2014 - Present
Ziff Brothers Investments April 2010 - April 2014
Wachovia Securities Financial Network January 2008 - May 2009
Skills
Options, Equities, FX Hedging, Financial Analysis, Data Analysis, Risk Management, Market Risk, Hedge Funds, Bloomberg, Financial Risk, Futures, Hedging, Long/Short Equity, Legal Compliance, Economics, Derivatives, Trading, Investments, Equity Research, Bloomberg Terminal, Alternative Investments, Asset Management, Valuation
Education
University of Richmond - Robins School of Business 2005 — 2009
BSBA, Finance, Economics, Marketing
Università Commerciale 'Luigi Bocconi' 2007 — 2007
International Finance
Cohen & Steers April 2014 - Present
Ziff Brothers Investments April 2010 - April 2014
Wachovia Securities Financial Network January 2008 - May 2009
Skills
Options, Equities, FX Hedging, Financial Analysis, Data Analysis, Risk Management, Market Risk, Hedge Funds, Bloomberg, Financial Risk, Futures, Hedging, Long/Short Equity, Legal Compliance, Economics, Derivatives, Trading, Investments, Equity Research, Bloomberg Terminal, Alternative Investments, Asset Management, Valuation
Education
University of Richmond - Robins School of Business 2005 — 2009
BSBA, Finance, Economics, Marketing
Università Commerciale 'Luigi Bocconi' 2007 — 2007
International Finance
Ben Morton's Cohen & Steers Experience July 2003 - Present
Job Portfolio Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers July 2003 - Present
Citigroup July 2000 - June 2003
New York Mercantile Exchange July 1999 - June 2000
Prebon Yamane June 1998 - June 1999
Education
Yale University 1996 — 1998
MES, Environmental Economics
University of Rochester 1992 — 1996
BA, Economics, Political Science
Cohen & Steers July 2003 - Present
Citigroup July 2000 - June 2003
New York Mercantile Exchange July 1999 - June 2000
Prebon Yamane June 1998 - June 1999
Education
Yale University 1996 — 1998
MES, Environmental Economics
University of Rochester 1992 — 1996
BA, Economics, Political Science
Ryan Finkelstein's Cohen & Steers Experience March 2013 - Present
Job Wealth Management Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers March 2013 - Present
HRC Fund Associates August 2011 - March 2013
UBS Financial Services May 2010 - August 2010
Creditex May 2008 - August 2008
New York Mercantile Exchange June 2005 - August 2005
Skills
Investments, Mutual Funds, Trading, Financial Services, Finance, Wealth Management, Equities, Series 7, Bonds, Alternative Investments
Education
Skidmore College 2007 — 2011
Bachelor of Arts, Economics
Universitat Pompeu Fabra 2010 — 2010
Escola Superior de Comerc Internacional
Cohen & Steers March 2013 - Present
HRC Fund Associates August 2011 - March 2013
UBS Financial Services May 2010 - August 2010
Creditex May 2008 - August 2008
New York Mercantile Exchange June 2005 - August 2005
Skills
Investments, Mutual Funds, Trading, Financial Services, Finance, Wealth Management, Equities, Series 7, Bonds, Alternative Investments
Education
Skidmore College 2007 — 2011
Bachelor of Arts, Economics
Universitat Pompeu Fabra 2010 — 2010
Escola Superior de Comerc Internacional
Nicholas Detorie's Cohen & Steers Experience June 2007 - February 2013
Job Vice President Terra Capital Partners
Industry Investment Management
Experience
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations
Education
The University of New Mexico 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
Terra Capital Partners March 2013 - Present
Cohen & Steers June 2007 - February 2013
Cohen & Steers May 2008 - February 2010
Cohen & Steers June 2007 - May 2008
Oppenheimer & Co. October 2003 - April 2007
H&R Block August 2003 - October 2003
Scottrade May 2000 - May 2003
Skills
Relationship Management, Mutual Funds, Business Development, Series 7, Series 63, Series 65, Investor Relations
Education
The University of New Mexico 1998 — 2003
Bachelor of Business Administration (BBA), Finance, 3.4
James Giallanza's Cohen & Steers Experience September 2006 - Present
Job Executive Vice President, Director of Investment Administration at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers September 2006 - Present
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Securities Regulation
Education
St. Francis College 1986 — 1990
Bachelor's degree, Accounting and Finance
Cohen & Steers September 2006 - Present
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Securities Regulation
Education
St. Francis College 1986 — 1990
Bachelor's degree, Accounting and Finance
Leo Valentine, CPA's Cohen & Steers Experience June 2008 - September 2009
Job Transaction Advisory Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP May 2015 - Present
Crowe Horwath LLP May 2013 - May 2015
Deloitte November 2009 - May 2013
Cohen & Steers June 2008 - September 2009
Skills
US GAAP, Accounting, Auditing, Internal Controls, Financial Modeling, SEC filings, Corporate Tax, Sarbanes-Oxley Act
Education
Rutgers Business School
(BS), Accounting and Finance
Grant Thornton LLP May 2015 - Present
Crowe Horwath LLP May 2013 - May 2015
Deloitte November 2009 - May 2013
Cohen & Steers June 2008 - September 2009
Skills
US GAAP, Accounting, Auditing, Internal Controls, Financial Modeling, SEC filings, Corporate Tax, Sarbanes-Oxley Act
Education
Rutgers Business School
(BS), Accounting and Finance
Nataliya Gutman's Cohen & Steers Experience March 2015 - Present
Job Product Control Accountant at Cohen and steers
Industry Accounting
Experience
Cohen & Steers March 2015 - Present
John Wiley and Sons November 2012 - December 2014
PwC October 2007 - November 2012
IPC Systems, Inc. January 2006 - March 2006
McGladrey January 2006 - March 2006
BDO USA, LLP June 2005 - December 2005
Geller & Company January 2004 - May 2005
Skills
US GAAP, Auditing, Accounting, Financial Statements, GAAP, Assurance, CPA, External Audit, Journal Entries, Account Reconciliation, Consolidation, Internal Audit, Financial Reporting, Internal Controls
Education
Pace University 2002 — 2007
MBA, Accounting and Finance
Pace University - Lubin School of Business 2002 — 2007
BBA, Accounting
Cohen & Steers March 2015 - Present
John Wiley and Sons November 2012 - December 2014
PwC October 2007 - November 2012
IPC Systems, Inc. January 2006 - March 2006
McGladrey January 2006 - March 2006
BDO USA, LLP June 2005 - December 2005
Geller & Company January 2004 - May 2005
Skills
US GAAP, Auditing, Accounting, Financial Statements, GAAP, Assurance, CPA, External Audit, Journal Entries, Account Reconciliation, Consolidation, Internal Audit, Financial Reporting, Internal Controls
Education
Pace University 2002 — 2007
MBA, Accounting and Finance
Pace University - Lubin School of Business 2002 — 2007
BBA, Accounting
Eric Alstrin's Cohen & Steers Experience May 2012 - Present
Job Regional Sales Manager at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers May 2012 - Present
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Cohen & Steers May 2012 - Present
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
William Formosa's Cohen & Steers Experience July 2007 - Present
Job Derivatives Trader at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers July 2007 - Present
Morgan Stanley January 2004 - June 2007
Skills
Trading, Derivatives, Options Strategies, Equities, Commodity, Futures Trading, Hedge Funds, Alternative Investments, Asset Management, Capital Markets
Education
University of Pennsylvania 1992 — 1996
Bachelor's Degree, Economics/Finance
Cohen & Steers July 2007 - Present
Morgan Stanley January 2004 - June 2007
Skills
Trading, Derivatives, Options Strategies, Equities, Commodity, Futures Trading, Hedge Funds, Alternative Investments, Asset Management, Capital Markets
Education
University of Pennsylvania 1992 — 1996
Bachelor's Degree, Economics/Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management