Covestor Company
Industry: Investment management company
DescriptionCovestor is an online investment management platform that allows you to mirror the real trades of successful individual or Professional Investors. Headquarters: Boston, MA Founded: 2006 Parent organizations: Interactive Brokers Group, IB Exchange Corp Founders: Perry Blacher, Simon Veingard Subsidiary: Covestor Ltd Key people: Perry Blacher, Simon Veingard, Asheesh Advani
Covestor List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Covestor. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Covestor Employees
Employee
Years
Job
Industry
Asheesh Advani Asheesh Advani's Covestor Experience July 2011 - June 2015
Job
Industry Financial Services
Experience
JA Worldwide July 2015 - Present
CFED 2009 - Present
Covestor July 2011 - June 2015
Thomson Reuters January 2010 - May 2011
Virgin Money USA, Inc. May 2007 - June 2009
CircleLending, Inc. 2001 - 2007
Monitor Group 1999 - 2001
World Bank January 1999 - July 1999
Monitor Group 1993 - 1994
Education
University of Oxford
M.Sc. / D.Phil, Economics for Development / Management
University of Pennsylvania - The Wharton School
B.Sc., Economics / Finance
JA Worldwide July 2015 - Present
CFED 2009 - Present
Covestor July 2011 - June 2015
Thomson Reuters January 2010 - May 2011
Virgin Money USA, Inc. May 2007 - June 2009
CircleLending, Inc. 2001 - 2007
Monitor Group 1999 - 2001
World Bank January 1999 - July 1999
Monitor Group 1993 - 1994
Education
University of Oxford
M.Sc. / D.Phil, Economics for Development / Management
University of Pennsylvania - The Wharton School
B.Sc., Economics / Finance
Robert Freedland Robert Freedland's Covestor Experience 2008 - Present
Job Contributor at Seeking Alpha
Industry Health, Wellness and Fitness
Experience
Seeking Alpha March 2008 - Present
Covestor 2008 - Present
Mayo Clinic Health System in La Crosse May 1995 - Present
The Sheboygan Clinic June 1986 - April 1995
Skills
Blogging, Entrepreneurship, Editing, Copy Editing, Research, Investments, Journalism, SEO, Marketing Strategy, Social Media, Newsletters, Public Speaking, Creative Writing, Public Relations, Copywriting, Nonprofits, Healthcare, Social Networking, Facebook, Online Marketing, Publishing
Education
University of California, Davis - School of Medicine 1976 — 1980
MD, Medicine
Princeton University 1972 — 1976
A.B., Biology
Alexander Hamilton High School 1969 — 1972
High School Diploma, High School
Seeking Alpha March 2008 - Present
Covestor 2008 - Present
Mayo Clinic Health System in La Crosse May 1995 - Present
The Sheboygan Clinic June 1986 - April 1995
Skills
Blogging, Entrepreneurship, Editing, Copy Editing, Research, Investments, Journalism, SEO, Marketing Strategy, Social Media, Newsletters, Public Speaking, Creative Writing, Public Relations, Copywriting, Nonprofits, Healthcare, Social Networking, Facebook, Online Marketing, Publishing
Education
University of California, Davis - School of Medicine 1976 — 1980
MD, Medicine
Princeton University 1972 — 1976
A.B., Biology
Alexander Hamilton High School 1969 — 1972
High School Diploma, High School
Kimberly Clouse Kimberly Clouse's Covestor Experience July 2013 - April 2015
Job Family Wealth Advisor...Wealth Management Executive...Director
Industry Financial Services
Experience
Via Global Advisors LLC March 2013 - Present
Market Street Trust Company November 2013 - Present
Private Trust Company January 2013 - Present
Coolidge Corner Theatre Foundation March 2014 - Present
Brookline Community Foundation June 2008 - Present
Covestor July 2013 - April 2015
2020 Women on Boards January 2011 - June 2013
Young Presidents' Organization September 2008 - June 2013
Athena Capital Advisors LLC 2008 - 2011
Hale and Dorr Wealth Advisors (predecessor to Silver Bridge) 2005 - 2008
Skills
Wealth, Investments, Investment Advisory, Estate Planning, Wealth Management, Asset Allocation, Investment Strategies, Management, Strategic Financial..., Turn Around Management, Wealth Management..., Investment Management, Philanthropy, Business Development, Strategic Planning, Financial Advisory, Strategy, Women's Leadership
Education
Harvard Business School 1995 — 1997
MBA
Rice University 1987 — 1991
BA
Via Global Advisors LLC March 2013 - Present
Market Street Trust Company November 2013 - Present
Private Trust Company January 2013 - Present
Coolidge Corner Theatre Foundation March 2014 - Present
Brookline Community Foundation June 2008 - Present
Covestor July 2013 - April 2015
2020 Women on Boards January 2011 - June 2013
Young Presidents' Organization September 2008 - June 2013
Athena Capital Advisors LLC 2008 - 2011
Hale and Dorr Wealth Advisors (predecessor to Silver Bridge) 2005 - 2008
Skills
Wealth, Investments, Investment Advisory, Estate Planning, Wealth Management, Asset Allocation, Investment Strategies, Management, Strategic Financial..., Turn Around Management, Wealth Management..., Investment Management, Philanthropy, Business Development, Strategic Planning, Financial Advisory, Strategy, Women's Leadership
Education
Harvard Business School 1995 — 1997
MBA
Rice University 1987 — 1991
BA
Diego Alvarado Diego Alvarado's Covestor Experience November 2012 - April 2015
Job Client Advisor at Covestor
Industry Financial Services
Experience
Broadridge August 2015 - Present
Covestor November 2012 - April 2015
Merrill Lynch July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Longwood Cricket Club June 2001 - September 2010
Merrill Lynch September 2007 - May 2010
Skills
New Business Development, Start-ups, Financial Analysis, Asset Managment, Mutual Funds, Equities, Risk Management, Valuation, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Business Strategy, Securities, Entrepreneurship, Mergers, Financial Modeling, Asset Management, Finance, Investments, Insurance
Education
Suffolk University 2008 — 2010
Bachelor’s Degree, Finance, cum laude
Villanova University 2004 — 2005
BB&N 2001 — 2004
High School Diploma
Park School 1992 — 2001
Broadridge August 2015 - Present
Covestor November 2012 - April 2015
Merrill Lynch July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - June 2011
Longwood Cricket Club June 2001 - September 2010
Merrill Lynch September 2007 - May 2010
Skills
New Business Development, Start-ups, Financial Analysis, Asset Managment, Mutual Funds, Equities, Risk Management, Valuation, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Business Strategy, Securities, Entrepreneurship, Mergers, Financial Modeling, Asset Management, Finance, Investments, Insurance
Education
Suffolk University 2008 — 2010
Bachelor’s Degree, Finance, cum laude
Villanova University 2004 — 2005
BB&N 2001 — 2004
High School Diploma
Park School 1992 — 2001
Czar Fredrik Reyes Czar Fredrik Reyes's Covestor Experience 2010 - 2012
Job CAD Technician at EuroNova Kitchens
Industry Construction
Experience
EuroNova Kitchens February 2012 - Present
Covestor 2010 - 2012
Covestor 2010 - 2012
M. Y. Reyes Builders and Development Corporation August 2005 - September 2011
Skills
Construction Estimating, Bid Preparation, AutoCAD, Microsoft Office, Quantity Surveying, Cost Estimating
Education
De La Salle University 2001 — 2005
Bachelor of Science in Civil Engineering with specialization in Transportation Engineering
Ateneo de Manila University
EuroNova Kitchens February 2012 - Present
Covestor 2010 - 2012
Covestor 2010 - 2012
M. Y. Reyes Builders and Development Corporation August 2005 - September 2011
Skills
Construction Estimating, Bid Preparation, AutoCAD, Microsoft Office, Quantity Surveying, Cost Estimating
Education
De La Salle University 2001 — 2005
Bachelor of Science in Civil Engineering with specialization in Transportation Engineering
Ateneo de Manila University
Amit Goyal Amit Goyal's Covestor Experience 2007 - 2009
Job VP Global Products at FleetCor
Industry Information Technology and Services
Experience
FleetCor 2012 - 2014
TrafficKnot 2011 - 2011
Identity Finder, LLC. 2009 - 2011
Covestor 2007 - 2009
Accenture 2003 - 2005
MIT AUTO-ID Center 2001 - 2003
Skills
Product Management, Mobile Devices, Business Strategy, Product Development, Venture Capital, User Experience, Corporate Development, Business Planning, Start-ups, Entrepreneurship, Strategic Planning, Strategy, Go-to-market Strategy, Marketing Strategy, Enterprise Software, Growth Strategies, Product Planning, Strategic Partnerships, Executive Management, SaaS, Competitive Analysis, Leadership
Education
Harvard Business School 2005 — 2007
Master in Business Administration
Massachusetts Institute of Technology 2001 — 2003
Master's of Engineering, Computer Science and Electrical Engineering
Massachusetts Institute of Technology 1997 — 2001
Bachelor's, Computer Science
FleetCor 2012 - 2014
TrafficKnot 2011 - 2011
Identity Finder, LLC. 2009 - 2011
Covestor 2007 - 2009
Accenture 2003 - 2005
MIT AUTO-ID Center 2001 - 2003
Skills
Product Management, Mobile Devices, Business Strategy, Product Development, Venture Capital, User Experience, Corporate Development, Business Planning, Start-ups, Entrepreneurship, Strategic Planning, Strategy, Go-to-market Strategy, Marketing Strategy, Enterprise Software, Growth Strategies, Product Planning, Strategic Partnerships, Executive Management, SaaS, Competitive Analysis, Leadership
Education
Harvard Business School 2005 — 2007
Master in Business Administration
Massachusetts Institute of Technology 2001 — 2003
Master's of Engineering, Computer Science and Electrical Engineering
Massachusetts Institute of Technology 1997 — 2001
Bachelor's, Computer Science
Chander Mishra MD MBA CPE FASE Chander Mishra MD MBA CPE FASE's Covestor Experience 2013 - 2013
Job Division Manager/Chief of Anesthesia at Pinnacle Partners In Medicine/US Anesthesia Partners
Industry Medical Practice
Experience
Pinnacle Partners In Medicine December 2013 - Present
NorthStar Anesthesia P. A. October 2009 - December 2013
Covestor 2013 - 2013
NorthStar Anesthesia, P. A. July 2010 - April 2011
ACPE 2010 - 2011
Reid Hospital 2005 - 2009
St. Elizabeth's Medical Center 2003 - 2005
Skills
Board Certified, Anesthesiology, Anesthesia, Regional Anesthesia, Medicine, Transesophageal..., Healthcare Management, Strategic Leadership, Physicians, Managed Care, Critical Care, Pediatrics, Pain Management, Transformational..., Quality Improvement, Patient Safety, EHR, ICU, Executive Coaching, Leadership, Leadership Development..., Leadership Development, Transformational Life..., General Anesthesia, Internal Medicine, Ultrasound, Physician Relations, Hospitals, ACLS, Clinical Research, Hospital Medicine, Airway Management, EMR, Healthcare Information..., General Surgery, PALS, Emergency Medicine
Education
International Coach Academy 2013 — 2015
ACTP, Advanced Coach Training Program
New York Institute of Technology-Old Westbury 2005 — 2008
MBA- Healthcare Management, Healthcare Management & Leadership
St. Elizabeth's Medical Center of Boston (Tufts University) 1999 — 2004
Residency & Cardio-thoracic Fellowship, Anesthesiology Residency Program
University College of Medical Sciences, Delhi University, New Delhi India
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
University College of Medical Sciences, Delhi University, New Delhi, INDIA
Doctor of Medicine (MD), Department of Anesthesiology, Critical Care and Pain Medicine
Pinnacle Partners In Medicine December 2013 - Present
NorthStar Anesthesia P. A. October 2009 - December 2013
Covestor 2013 - 2013
NorthStar Anesthesia, P. A. July 2010 - April 2011
ACPE 2010 - 2011
Reid Hospital 2005 - 2009
St. Elizabeth's Medical Center 2003 - 2005
Skills
Board Certified, Anesthesiology, Anesthesia, Regional Anesthesia, Medicine, Transesophageal..., Healthcare Management, Strategic Leadership, Physicians, Managed Care, Critical Care, Pediatrics, Pain Management, Transformational..., Quality Improvement, Patient Safety, EHR, ICU, Executive Coaching, Leadership, Leadership Development..., Leadership Development, Transformational Life..., General Anesthesia, Internal Medicine, Ultrasound, Physician Relations, Hospitals, ACLS, Clinical Research, Hospital Medicine, Airway Management, EMR, Healthcare Information..., General Surgery, PALS, Emergency Medicine
Education
International Coach Academy 2013 — 2015
ACTP, Advanced Coach Training Program
New York Institute of Technology-Old Westbury 2005 — 2008
MBA- Healthcare Management, Healthcare Management & Leadership
St. Elizabeth's Medical Center of Boston (Tufts University) 1999 — 2004
Residency & Cardio-thoracic Fellowship, Anesthesiology Residency Program
University College of Medical Sciences, Delhi University, New Delhi India
Bachelor of Medicine, Bachelor of Surgery (MBBS), Medicine
University College of Medical Sciences, Delhi University, New Delhi, INDIA
Doctor of Medicine (MD), Department of Anesthesiology, Critical Care and Pain Medicine
Ray Burt Ray Burt's Covestor Experience March 2014 - March 2015
Job CoFounder of Yawkey Media
Industry Online Media
Experience
Yawkey Media, Inc. January 2013 - Present
Covestor March 2014 - March 2015
Autotegrity April 2011 - February 2014
Autotegrity July 2010 - April 2011
TransPar Group, Inc April 2009 - June 2010
Lehman Brothers and Neuberger Berman July 2006 - May 2008
Banc of America Investments January 2006 - July 2006
Skills
Email Marketing, Lead Generation, SEM, SEO, Affiliate Marketing, Entrepreneurship, Digital Marketing, Start-ups, Business Development, Display Advertising, Marketing Strategy, E-commerce, Customer Acquisition, Management, Strategic Partnerships, Social Media Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance, Management, Entrepreneurship
Bryant University 2001 — 2005
Bachelor of Science, Business Administration; Finance
Yawkey Media, Inc. January 2013 - Present
Covestor March 2014 - March 2015
Autotegrity April 2011 - February 2014
Autotegrity July 2010 - April 2011
TransPar Group, Inc April 2009 - June 2010
Lehman Brothers and Neuberger Berman July 2006 - May 2008
Banc of America Investments January 2006 - July 2006
Skills
Email Marketing, Lead Generation, SEM, SEO, Affiliate Marketing, Entrepreneurship, Digital Marketing, Start-ups, Business Development, Display Advertising, Marketing Strategy, E-commerce, Customer Acquisition, Management, Strategic Partnerships, Social Media Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance, Management, Entrepreneurship
Bryant University 2001 — 2005
Bachelor of Science, Business Administration; Finance
Drew Steinman, CPA's Covestor Experience May 2014 - Present
Job Research Analyst at Camelot Portfolios
Industry Financial Services
Experience
Camelot Portfolios January 2015 - Present
Covestor May 2014 - Present
Paramount Health Care July 2013 - January 2015
Pry Professional Group October 2012 - March 2013
KeyBank October 2011 - October 2012
Skills
Accounting, Auditing, Financial Reporting, CPA, Financial Analysis, Tax Preparation, GAAP, Internal Controls, Financial Statements, Financial Accounting, Tax, Corporate Tax, Strategic Financial..., Tax Returns, Income Tax
Education
The Ohio State University 2008 — 2012
Bachelor's degree, Finance, Accounting
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor's degree, Accounting and Finance
Arlington High School
Camelot Portfolios January 2015 - Present
Covestor May 2014 - Present
Paramount Health Care July 2013 - January 2015
Pry Professional Group October 2012 - March 2013
KeyBank October 2011 - October 2012
Skills
Accounting, Auditing, Financial Reporting, CPA, Financial Analysis, Tax Preparation, GAAP, Internal Controls, Financial Statements, Financial Accounting, Tax, Corporate Tax, Strategic Financial..., Tax Returns, Income Tax
Education
The Ohio State University 2008 — 2012
Bachelor's degree, Finance, Accounting
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor's degree, Accounting and Finance
Arlington High School
Lizhong Zhang Lizhong Zhang's Covestor Experience August 2014 - Present
Job Graduate Student | Analyst at Covestor Inc.
Industry Financial Services
Experience
Covestor August 2014 - Present
Assemble Systems October 2013 - December 2013
Shenyin Wanguo Securities Co. Ltd June 2013 - August 2013
Franklin Templeton Sealand Fund Co. January 2012 - April 2012
Bank of East Asia July 2011 - October 2011
Skills
Financial Analysis, Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Portfolio Management, Valuation, Credit Risk, Investments, Data Analysis, Macroeconomics, Equity Derivatives, Mergers & Acquisitions, Equity Research, Matlab, Spreadsheets, Marketing Research, R, Google Analytics, SQL, Stata, Investment Banking, Asset Management
Education
Brandeis University 2012 — 2014
Master's Degree, International Finance, 3.7
Shanghai Institute of Foreign Trade 2008 — 2012
Bachelor's degree, Finance
Covestor August 2014 - Present
Assemble Systems October 2013 - December 2013
Shenyin Wanguo Securities Co. Ltd June 2013 - August 2013
Franklin Templeton Sealand Fund Co. January 2012 - April 2012
Bank of East Asia July 2011 - October 2011
Skills
Financial Analysis, Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Portfolio Management, Valuation, Credit Risk, Investments, Data Analysis, Macroeconomics, Equity Derivatives, Mergers & Acquisitions, Equity Research, Matlab, Spreadsheets, Marketing Research, R, Google Analytics, SQL, Stata, Investment Banking, Asset Management
Education
Brandeis University 2012 — 2014
Master's Degree, International Finance, 3.7
Shanghai Institute of Foreign Trade 2008 — 2012
Bachelor's degree, Finance
Steven Holstein Steven Holstein's Covestor Experience 2013 - Present
Job Chief Marketing Officer at Covestor
Industry Financial Services
Experience
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Richard Gockelman, CIMA® Richard Gockelman, CIMA®'s Covestor Experience May 2014 - March 2015
Job Business Development & Relationship Mgt.
Industry Financial Services
Experience
Covestor May 2014 - March 2015
Covestor May 2013 - May 2014
Ridgewood Securities Corporation November 2011 - March 2013
New Frontier Advisors May 2011 - October 2011
Brandeis University January 2010 - April 2011
Commonwealth Financial Network July 2008 - January 2010
Placemark Investments July 2005 - July 2008
MFS Private Portfolio Services May 2004 - July 2005
MFS Fund Distributors, Inc. May 2000 - May 2004
Ruesch International 1999 - 2000
Skills
FINRA Series 22, Certified Investment..., FINRA Series 63, FINRA Series 65
Education
Brandeis University, Lemberg - International Business School 2009 — 2013
MS, Finance
Northeastern University 1990 — 1993
BS, Science
Covestor May 2014 - March 2015
Covestor May 2013 - May 2014
Ridgewood Securities Corporation November 2011 - March 2013
New Frontier Advisors May 2011 - October 2011
Brandeis University January 2010 - April 2011
Commonwealth Financial Network July 2008 - January 2010
Placemark Investments July 2005 - July 2008
MFS Private Portfolio Services May 2004 - July 2005
MFS Fund Distributors, Inc. May 2000 - May 2004
Ruesch International 1999 - 2000
Skills
FINRA Series 22, Certified Investment..., FINRA Series 63, FINRA Series 65
Education
Brandeis University, Lemberg - International Business School 2009 — 2013
MS, Finance
Northeastern University 1990 — 1993
BS, Science
Albert Wenger's Covestor Experience 2008 - Present
Job Managing Partner at Union Square Ventures
Industry Venture Capital & Private Equity
Experience
Edmodo November 2010 - Present
Shapeways September 2010 - Present
heyzap.com June 2010 - Present
Twilio, Inc. January 2010 - Present
foursquare September 2009 - Present
AMEE January 2009 - Present
10gen August 2008 - Present
Union Square Ventures February 2008 - Present
Covestor 2008 - Present
Clickable April 2007 - Present
Education
Massachusetts Institute of Technology 1993 — 1996
Ph.D., Information Technology
Harvard University 1987 — 1990
BA, Economics, Computer Science
Edmodo November 2010 - Present
Shapeways September 2010 - Present
heyzap.com June 2010 - Present
Twilio, Inc. January 2010 - Present
foursquare September 2009 - Present
AMEE January 2009 - Present
10gen August 2008 - Present
Union Square Ventures February 2008 - Present
Covestor 2008 - Present
Clickable April 2007 - Present
Education
Massachusetts Institute of Technology 1993 — 1996
Ph.D., Information Technology
Harvard University 1987 — 1990
BA, Economics, Computer Science
Geoffrey Weinberg's Covestor Experience May 2010 - July 2010
Job Legal Intern at Excel Sports Management
Industry Legal Services
Experience
Excel Sports Management September 2015 - Present
Weil, Gotshal & Manges LLP May 2015 - July 2015
National Hockey League Players' Association June 2014 - August 2014
Unemployment Action Center September 2013 - June 2014
Institute for Higher Learning June 2013 - August 2013
Devine Mulvey June 2012 - August 2012
Covestor May 2010 - July 2010
Skills
Blogging, Facebook, Public Speaking, Nonprofits, Politics, Email Marketing, Management, Strategy, Editing, Legal Research, Social Networking
Education
NYU School of Law 2013 — 2016
Juris Doctor Candidate
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (B.A.), Political Science, History, Cum Laude
London School of Economics and Political Science 2011 — 2011
Summer School, International Political Economy, International Relations
University of New Haven, Barcelona, Spain
Excel Sports Management September 2015 - Present
Weil, Gotshal & Manges LLP May 2015 - July 2015
National Hockey League Players' Association June 2014 - August 2014
Unemployment Action Center September 2013 - June 2014
Institute for Higher Learning June 2013 - August 2013
Devine Mulvey June 2012 - August 2012
Covestor May 2010 - July 2010
Skills
Blogging, Facebook, Public Speaking, Nonprofits, Politics, Email Marketing, Management, Strategy, Editing, Legal Research, Social Networking
Education
NYU School of Law 2013 — 2016
Juris Doctor Candidate
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (B.A.), Political Science, History, Cum Laude
London School of Economics and Political Science 2011 — 2011
Summer School, International Political Economy, International Relations
University of New Haven, Barcelona, Spain
Jason Dagres's Covestor Experience June 2013 - August 2013
Job Copywriting Intern at Hill Holliday
Industry Marketing and Advertising
Experience
Hill Holliday September 2015 - Present
Flagship Merchant Services June 2014 - August 2014
Chi Payment Systems June 2014 - August 2014
Covestor June 2013 - August 2013
Annisquam Marina June 2012 - August 2012
Annisquam Marina June 2011 - August 2011
Weston Police Department May 2011 - June 2011
Sudanese Education Fund October 2010 - December 2010
Thistle Communications June 2010 - August 2010
Marshall's Farmstand June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Social Networking
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), English, 3.47 GPA
Weston High School 2008 — 2011
3.65 GPA
Hill Holliday September 2015 - Present
Flagship Merchant Services June 2014 - August 2014
Chi Payment Systems June 2014 - August 2014
Covestor June 2013 - August 2013
Annisquam Marina June 2012 - August 2012
Annisquam Marina June 2011 - August 2011
Weston Police Department May 2011 - June 2011
Sudanese Education Fund October 2010 - December 2010
Thistle Communications June 2010 - August 2010
Marshall's Farmstand June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Social Networking
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), English, 3.47 GPA
Weston High School 2008 — 2011
3.65 GPA
Tom Dorsky, CFA Tom Dorsky, CFA's Covestor Experience March 2012 - May 2015
Job Chief Operating Officer, Covestor
Industry Investment Management
Experience
Covestor March 2012 - May 2015
Lipper, a Thomson Reuters Company November 2009 - November 2011
Lipper, a Thomson Reuters Company October 2005 - November 2009
Wellington Management Company LLC November 2002 - October 2005
Brown Brothers Harriman (BBH) February 2001 - November 2002
Brown Brothers Harriman January 1998 - February 2001
Skills
Strategy, Business Development, Management, Strategic Planning, Change Management, Operations Management, Equities, Leadership, Business Strategy, Analysis, Financial Services, Global Management, Vendor Management, Financial Markets, Project Management, Content Management, Wealth Management, Financial Analysis, Organizational..., Strategic Partnerships, Investments, Finance, Fixed Income, Mutual Funds, Asset Management, Strategy Development, Securities, FinTech, Digital Asset Management, Investment Management, Investment Advisory, Hedge Funds, Start-ups, Valuation, Alternative Investments, Process Improvement, Business Planning, Executive Management, Market Data, Financial Advisory, Outsourcing, Due Diligence, Compliance Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Product Management
Education
Bentley University
Bachelor of Science, Finance
The University of Chicago Booth School of Business
Executive Coursework
Covestor March 2012 - May 2015
Lipper, a Thomson Reuters Company November 2009 - November 2011
Lipper, a Thomson Reuters Company October 2005 - November 2009
Wellington Management Company LLC November 2002 - October 2005
Brown Brothers Harriman (BBH) February 2001 - November 2002
Brown Brothers Harriman January 1998 - February 2001
Skills
Strategy, Business Development, Management, Strategic Planning, Change Management, Operations Management, Equities, Leadership, Business Strategy, Analysis, Financial Services, Global Management, Vendor Management, Financial Markets, Project Management, Content Management, Wealth Management, Financial Analysis, Organizational..., Strategic Partnerships, Investments, Finance, Fixed Income, Mutual Funds, Asset Management, Strategy Development, Securities, FinTech, Digital Asset Management, Investment Management, Investment Advisory, Hedge Funds, Start-ups, Valuation, Alternative Investments, Process Improvement, Business Planning, Executive Management, Market Data, Financial Advisory, Outsourcing, Due Diligence, Compliance Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Product Management
Education
Bentley University
Bachelor of Science, Finance
The University of Chicago Booth School of Business
Executive Coursework
Beau Wolinsky Beau Wolinsky's Covestor Experience May 2011 - February 2014
Job President and CEO of KC Capital Management and the Kansas City Stock Exchange
Industry Venture Capital & Private Equity
Experience
The Kansas City Stock Exchange January 2010 - Present
KCCMBWO November 2006 - Present
KC Capital Management, Inc November 2006 - July 2014
Covestor May 2011 - February 2014
DST Systems July 2007 - January 2010
DST Systems, Inc July 2007 - January 2010
Nexial Investment Club May 2003 - December 2006
Kentucky Trust Company September 2005 - December 2005
Hilliard Lyons June 2005 - August 2005
Skills
Series 65, Series 3, Level II CFA Candidate, Equities, Trading, Mutual Funds, Securities, Venture Capital, Commodity, Financial Markets, Investments, Equity Research, Financial Modeling, Portfolio Management, Technical Analysis, ETFs, Derivatives, Hedge Funds, Alternative Investments
Education
Centre College 2002 — 2006
BS, Financial Economics, 2.682
Centre College 2002 — 2006
Bachelor of Science, Financial Economics, 2.682
The Kansas City Stock Exchange January 2010 - Present
KCCMBWO November 2006 - Present
KC Capital Management, Inc November 2006 - July 2014
Covestor May 2011 - February 2014
DST Systems July 2007 - January 2010
DST Systems, Inc July 2007 - January 2010
Nexial Investment Club May 2003 - December 2006
Kentucky Trust Company September 2005 - December 2005
Hilliard Lyons June 2005 - August 2005
Skills
Series 65, Series 3, Level II CFA Candidate, Equities, Trading, Mutual Funds, Securities, Venture Capital, Commodity, Financial Markets, Investments, Equity Research, Financial Modeling, Portfolio Management, Technical Analysis, ETFs, Derivatives, Hedge Funds, Alternative Investments
Education
Centre College 2002 — 2006
BS, Financial Economics, 2.682
Centre College 2002 — 2006
Bachelor of Science, Financial Economics, 2.682
John Spence's Covestor Experience October 2013 - October 2014
Job Senior Content Developer at State Street Global Advisors
Industry Online Media
Experience
State Street Global Advisors October 2014 - Present
Covestor October 2013 - October 2014
ETF Trends April 2011 - September 2013
MarketWatch July 2004 - March 2011
Skills
ETFs, Asset Managment, Editorial, Equities, Journalism, Investments, Asset Management, Breaking News, Alternative Investments, Financial Markets, Trading Systems, Online Publishing, AP Style, Options, Newspapers, Publishing, Mutual Funds, New Media, Editing, Equity Research, Commodity, Bloomberg, Investment Strategies, Content Strategy, Copy Editing, Business Journalism, Web Content, Online Journalism, Investment Management, Online News, Storytelling, News Writing, Investor Relations, Digital Media, Trading, Hedge Funds, Feature Articles, Personal Finance, Emerging Markets, Asset Allocation, Blogging, Content Management, Content Development, Capital Markets, Financial Services
Education
Middlebury College 1993 — 1997
BA
University of San Francisco
MFA, Writing (nonfiction)
State Street Global Advisors October 2014 - Present
Covestor October 2013 - October 2014
ETF Trends April 2011 - September 2013
MarketWatch July 2004 - March 2011
Skills
ETFs, Asset Managment, Editorial, Equities, Journalism, Investments, Asset Management, Breaking News, Alternative Investments, Financial Markets, Trading Systems, Online Publishing, AP Style, Options, Newspapers, Publishing, Mutual Funds, New Media, Editing, Equity Research, Commodity, Bloomberg, Investment Strategies, Content Strategy, Copy Editing, Business Journalism, Web Content, Online Journalism, Investment Management, Online News, Storytelling, News Writing, Investor Relations, Digital Media, Trading, Hedge Funds, Feature Articles, Personal Finance, Emerging Markets, Asset Allocation, Blogging, Content Management, Content Development, Capital Markets, Financial Services
Education
Middlebury College 1993 — 1997
BA
University of San Francisco
MFA, Writing (nonfiction)
Carrie Zimmerman Carrie Zimmerman's Covestor Experience January 2011 - November 2011
Job Real Estate; Small Business Owner/Entrepreneur
Industry Real Estate
Experience
Gallery 256 January 2015 - Present
Bell's Country Coffee July 2012 - Present
Covestor January 2011 - November 2011
Satellite Asset Management September 2001 - May 2008
UBS PaineWebber March 2000 - September 2001
HSBC March 1998 - March 2000
Skills
Hedge Funds, Valuation, Equities, Mutual Funds, Investments, Asset Management, Trading, Bloomberg, Derivatives, Options, Private Equity, Equity Research, Investment Banking, Corporate Finance, Investor Relations, Due Diligence, Series 7, Securities, Financial Modeling, Asset Managment, Fixed Income, Alternative Investments, Portfolio Management, Real Estate, Real Estate Investor
Education
New York University 2008 — 2012
Dowling College 2000 — 2002
MBA
State University of New York at Binghamton 1995 — 1999
BA
Le Cordon Bleu 2008 — 2008
The French Culinary Institute 2009 — 2009
CPP East High
Gallery 256 January 2015 - Present
Bell's Country Coffee July 2012 - Present
Covestor January 2011 - November 2011
Satellite Asset Management September 2001 - May 2008
UBS PaineWebber March 2000 - September 2001
HSBC March 1998 - March 2000
Skills
Hedge Funds, Valuation, Equities, Mutual Funds, Investments, Asset Management, Trading, Bloomberg, Derivatives, Options, Private Equity, Equity Research, Investment Banking, Corporate Finance, Investor Relations, Due Diligence, Series 7, Securities, Financial Modeling, Asset Managment, Fixed Income, Alternative Investments, Portfolio Management, Real Estate, Real Estate Investor
Education
New York University 2008 — 2012
Dowling College 2000 — 2002
MBA
State University of New York at Binghamton 1995 — 1999
BA
Le Cordon Bleu 2008 — 2008
The French Culinary Institute 2009 — 2009
CPP East High
Bhargav Shivarthy Bhargav Shivarthy's Covestor Experience June 2009 - July 2015
Job Director Business Development & Sales
Industry Investment Management
Experience
Covestor June 2009 - July 2015
Anantha Energy June 2008 - May 2009
Oppenheimer & Co. May 2005 - May 2008
Skills
Investments, Start-ups, Portfolio Management, Relationship Management, Sales Process, Venture Capital, Trading, Financial Services
Education
New York University 2001 — 2005
Bachelor's Degree, Economics
Center For Learning 1990 — 2001
High School, A - Level: Economics, Biology & Mathematics
Covestor June 2009 - July 2015
Anantha Energy June 2008 - May 2009
Oppenheimer & Co. May 2005 - May 2008
Skills
Investments, Start-ups, Portfolio Management, Relationship Management, Sales Process, Venture Capital, Trading, Financial Services
Education
New York University 2001 — 2005
Bachelor's Degree, Economics
Center For Learning 1990 — 2001
High School, A - Level: Economics, Biology & Mathematics
Joseph Sullivan's Covestor Experience July 2014 - Present
Job Director at Covestor
Industry Investment Management
Experience
Covestor July 2014 - Present
Natixis Global Asset Management May 2012 - July 2014
J.P. Morgan Private Bank January 2008 - May 2012
Education
Emmanuel College 2003 — 2007
BA, Business Management and Economics
Covestor July 2014 - Present
Natixis Global Asset Management May 2012 - July 2014
J.P. Morgan Private Bank January 2008 - May 2012
Education
Emmanuel College 2003 — 2007
BA, Business Management and Economics
Sreeni Meka's Covestor Experience October 2010 - Present
Job Financial Advisor at LAKELAND WEALTH MANAGEMENT LLC
Industry Financial Services
Experience
LAKELAND WEALTH MANAGEMENT LLC October 2014 - Present
Covestor October 2010 - Present
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equity Research, Asset Management, Equities, Industry Analysis, Excel, Private Equity, Customer Relations, Derivatives, Corporate Finance, Analysis, Business Analysis, Customer Service, Microsoft Excel, Competitive Analysis, Finance, SAP, Project Management, Cross-functional Team..., Process Improvement, Management
Education
The University of Memphis 2004 — 2005
MBA, Finance, 3.8
The University of Texas at El Paso 1992 — 1994
MS, Mechanical Engineering
Nagarjuna University 1986 — 1990
Bachelor's of Technology, Mechanical Engineering
LAKELAND WEALTH MANAGEMENT LLC October 2014 - Present
Covestor October 2010 - Present
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equity Research, Asset Management, Equities, Industry Analysis, Excel, Private Equity, Customer Relations, Derivatives, Corporate Finance, Analysis, Business Analysis, Customer Service, Microsoft Excel, Competitive Analysis, Finance, SAP, Project Management, Cross-functional Team..., Process Improvement, Management
Education
The University of Memphis 2004 — 2005
MBA, Finance, 3.8
The University of Texas at El Paso 1992 — 1994
MS, Mechanical Engineering
Nagarjuna University 1986 — 1990
Bachelor's of Technology, Mechanical Engineering
Manan Shah's Covestor Experience May 2012 - July 2012
Job Rates Strategist at Citi
Industry Financial Services
Experience
Citi March 2013 - Present
Google Summer of Code May 2012 - August 2012
Covestor May 2012 - July 2012
Goldman Sachs June 2010 - July 2011
Vinnoite Media Pvt. Ltd. October 2008 - May 2010
Sun Microsystems September 2008 - January 2010
Skills
Java, Portfolio Management, Integration, Business Analysis, DB2, Machine Learning, C++, SQL, Team Leadership, Software Development, XML, PL/SQL, C, JavaScript, Python, Databases, Programming, MySQL, Data Mining, Perl, VBA, Linux, Algorithms, Eclipse, Quantitative Finance, R, Bloomberg, Distributed Systems, Shell Scripting, Unix
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS, Computational Finance
National Institute of Technology Warangal 2006 — 2010
B. Tech, Computer Science
St. Xaviers' High School Loyola Hall 2003 — 2005
Citi March 2013 - Present
Google Summer of Code May 2012 - August 2012
Covestor May 2012 - July 2012
Goldman Sachs June 2010 - July 2011
Vinnoite Media Pvt. Ltd. October 2008 - May 2010
Sun Microsystems September 2008 - January 2010
Skills
Java, Portfolio Management, Integration, Business Analysis, DB2, Machine Learning, C++, SQL, Team Leadership, Software Development, XML, PL/SQL, C, JavaScript, Python, Databases, Programming, MySQL, Data Mining, Perl, VBA, Linux, Algorithms, Eclipse, Quantitative Finance, R, Bloomberg, Distributed Systems, Shell Scripting, Unix
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2012
MS, Computational Finance
National Institute of Technology Warangal 2006 — 2010
B. Tech, Computer Science
St. Xaviers' High School Loyola Hall 2003 — 2005
Jason Seo, CFA's Covestor Experience April 2014 - November 2014
Job Portfolio Manager / Investment Strategist
Industry Investment Management
Experience
Castle Asset Management November 2014 - Present
Covestor April 2014 - November 2014
Neuberger Berman February 2011 - February 2014
New Amsterdam Partners June 2006 - February 2011
Standard & Poor's June 2004 - April 2006
Citigroup Alternative Investments 2001 - 2004
Skills
Value Investing, Financial Modeling, Valuation, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Investment Management, Asset Management, Investment Strategies, Fixed Income, Equity Valuation, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Financial Instruments and Markets, Corporate Finance and Accounting
Penn State University
B.S., Accounting
Castle Asset Management November 2014 - Present
Covestor April 2014 - November 2014
Neuberger Berman February 2011 - February 2014
New Amsterdam Partners June 2006 - February 2011
Standard & Poor's June 2004 - April 2006
Citigroup Alternative Investments 2001 - 2004
Skills
Value Investing, Financial Modeling, Valuation, Equity Research, Hedge Funds, Equities, Bloomberg, Alternative Investments, Investment Management, Asset Management, Investment Strategies, Fixed Income, Equity Valuation, Capital Markets, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Financial Instruments and Markets, Corporate Finance and Accounting
Penn State University
B.S., Accounting
Caroline Mockridge's Covestor Experience January 2013 - September 2014
Job Consultant
Industry Public Relations and Communications
Experience
Covestor January 2013 - September 2014
MTV Networks 1989 - 1999
Education
Duke University 1984 — 1988
Covestor January 2013 - September 2014
MTV Networks 1989 - 1999
Education
Duke University 1984 — 1988
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group