Cowen and Company
Industry: Investment banking company
DescriptionCowen Inc., is an American multinational independent investment bank and financial services company that operates through two business segments: a broker-dealer and an investment management division. CEO: Jeffrey M. Solomon (27 Dec 2017–) Headquarters: New York City, New York, United States Assets under management: 11 billion USD (2018) Subsidiaries: SG COWEN SECURITIES Corp, Ramius, LLC,
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Cowen and Company Employees
Employee
Years
Job
Industry
Matthew Nash Matthew Nash's Cowen and Company Experience July 2015 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2015 - Present
Boston College September 2013 - May 2015
Boston College August 2014 - December 2014
Cowen and Company June 2014 - August 2014
Cisco June 2013 - August 2013
Undergraduate TechTrek West January 2013 - May 2013
Boston College September 2012 - May 2013
Princeton Otolaryngology Associates June 2012 - August 2012
Princeton Otolaryngology Associates June 2011 - August 2011
Skills
Microsoft Excel, Research, PowerPoint, Valuation, Financial Modeling, Financial Analysis, Java Programming, Python Programming, Twitter, Data Analysis, Java, Visual Basic, Microsoft Office, Due Diligence, Investment Banking, Python, Microsoft Word, Public Speaking, Social Media, Management, Social Networking, C Programming, SQL
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Finance, Information Systems, Computer Science
Hightstown High School 2007 — 2011
Cowen and Company July 2015 - Present
Boston College September 2013 - May 2015
Boston College August 2014 - December 2014
Cowen and Company June 2014 - August 2014
Cisco June 2013 - August 2013
Undergraduate TechTrek West January 2013 - May 2013
Boston College September 2012 - May 2013
Princeton Otolaryngology Associates June 2012 - August 2012
Princeton Otolaryngology Associates June 2011 - August 2011
Skills
Microsoft Excel, Research, PowerPoint, Valuation, Financial Modeling, Financial Analysis, Java Programming, Python Programming, Twitter, Data Analysis, Java, Visual Basic, Microsoft Office, Due Diligence, Investment Banking, Python, Microsoft Word, Public Speaking, Social Media, Management, Social Networking, C Programming, SQL
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Finance, Information Systems, Computer Science
Hightstown High School 2007 — 2011
Eric Nanes's Cowen and Company Experience August 2007 - April 2014
Job Director Institutional Equity Sales at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2014 - Present
Cowen and Company August 2007 - April 2014
First Albany March 2007 - August 2007
Cowen and Company April 2003 - March 2007
CIC Group, Inc. January 2000 - April 2003
Sage Capital Management, L.L.C. January 1998 - January 2000
Deutsche Morgan Grenfell August 1996 - December 1997
Skills
Equities, Bloomberg, Valuation, Equity Research, Series 63, Series 7, Equity Trading, FINRA, Portfolio Management, Financial Modeling, Hedge Funds, Alternative Investments
Education
Boston University Graduate School of Management 1994 — 1996
MBA
Syracuse University 1990 — 1994
Psychology
Livingston High School
SunTrust Robinson Humphrey July 2014 - Present
Cowen and Company August 2007 - April 2014
First Albany March 2007 - August 2007
Cowen and Company April 2003 - March 2007
CIC Group, Inc. January 2000 - April 2003
Sage Capital Management, L.L.C. January 1998 - January 2000
Deutsche Morgan Grenfell August 1996 - December 1997
Skills
Equities, Bloomberg, Valuation, Equity Research, Series 63, Series 7, Equity Trading, FINRA, Portfolio Management, Financial Modeling, Hedge Funds, Alternative Investments
Education
Boston University Graduate School of Management 1994 — 1996
MBA
Syracuse University 1990 — 1994
Psychology
Livingston High School
Emilie McKenna's Cowen and Company Experience July 2008 - July 2011
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Investment Management
Experience
Duke University - The Fuqua School of Business July 2013 - Present
HealthCare Royalty Partners July 2011 - June 2013
Cowen and Company July 2008 - July 2011
Skills
Valuation, Due Diligence, Investment Banking, Financial Modeling
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Health Sector Management
Bowdoin College 2004 — 2008
BA, Economics
The Hotchkiss School 2001 — 2004
Duke University - The Fuqua School of Business July 2013 - Present
HealthCare Royalty Partners July 2011 - June 2013
Cowen and Company July 2008 - July 2011
Skills
Valuation, Due Diligence, Investment Banking, Financial Modeling
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Health Sector Management
Bowdoin College 2004 — 2008
BA, Economics
The Hotchkiss School 2001 — 2004
Mateusz Kaliski's Cowen and Company Experience July 2013 - July 2015
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2013 - July 2015
Barclays June 2012 - August 2012
WePay June 2011 - August 2011
The Country Club of Farmington June 2008 - August 2010
Connecticut Business & Industry Association August 2007 - April 2008
Nancy Johnson for Congress July 2006 - August 2006
Skills
Finance, Marketing Strategy, Risk Management, Financial Modeling, Analysis, International Relations, Financial Analysis, Microsoft Office, Presentations, Investment Banking, Corporate Finance, Teamwork, Microsoft Excel, PowerPoint
Education
Boston College 2009 — 2013
BS, Finance
The University of Glasgow 2011 — 2011
Semester Abroad, International Business and Politics
Berlin High School
Cowen and Company July 2013 - July 2015
Barclays June 2012 - August 2012
WePay June 2011 - August 2011
The Country Club of Farmington June 2008 - August 2010
Connecticut Business & Industry Association August 2007 - April 2008
Nancy Johnson for Congress July 2006 - August 2006
Skills
Finance, Marketing Strategy, Risk Management, Financial Modeling, Analysis, International Relations, Financial Analysis, Microsoft Office, Presentations, Investment Banking, Corporate Finance, Teamwork, Microsoft Excel, PowerPoint
Education
Boston College 2009 — 2013
BS, Finance
The University of Glasgow 2011 — 2011
Semester Abroad, International Business and Politics
Berlin High School
Navin Ram Navin Ram's Cowen and Company Experience June 2014 - August 2014
Job Master's in Finance Candidate at Claremont McKenna College
Industry Venture Capital & Private Equity
Experience
Cowen and Company June 2014 - August 2014
Transom Capital Group October 2013 - March 2014
Bank of America June 2011 - November 2011
Skills
Microsoft Office, Capital IQ, Bloomberg, ThomsonOne, Factiva, Google tools
Education
The Robert Day School of Economics and Finance at Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Accounting and Finance
Cowen and Company June 2014 - August 2014
Transom Capital Group October 2013 - March 2014
Bank of America June 2011 - November 2011
Skills
Microsoft Office, Capital IQ, Bloomberg, ThomsonOne, Factiva, Google tools
Education
The Robert Day School of Economics and Finance at Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Accounting and Finance
Varina Clark Varina Clark's Cowen and Company Experience 2008 - 2008
Job Clinical Research Supervisor at Memorial Sloan Kettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan Kettering Cancer Center February 2015 - Present
Memorial Sloan Kettering Cancer Center September 2012 - January 2015
Cowen and Company 2008 - 2008
Cowen and Company 2008 - 2008
Skills
Public Health, Cancer, Clinical Research, Molecular Biology, Neuroscience, Clinical Trials, Fundraising, Research, Epidemiology, Nonprofits, Community Outreach, Public Speaking
Education
Brown University 2008 — 2012
Bachelor of Science, Human Biology, Honors
Memorial Sloan Kettering Cancer Center February 2015 - Present
Memorial Sloan Kettering Cancer Center September 2012 - January 2015
Cowen and Company 2008 - 2008
Cowen and Company 2008 - 2008
Skills
Public Health, Cancer, Clinical Research, Molecular Biology, Neuroscience, Clinical Trials, Fundraising, Research, Epidemiology, Nonprofits, Community Outreach, Public Speaking
Education
Brown University 2008 — 2012
Bachelor of Science, Human Biology, Honors
Thomas Lilly Thomas Lilly's Cowen and Company Experience July 2014 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2014 - Present
Shoal Market, LLC June 2013 - August 2013
Skills
Due Diligence, Corporate Development, Corporate Finance, NPV, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Investments, Economics, Data Analysis, Business Strategy
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics; Minor: Mathematics
London School of Economics and Political Science
Summer Program: Finance
Cowen and Company July 2014 - Present
Shoal Market, LLC June 2013 - August 2013
Skills
Due Diligence, Corporate Development, Corporate Finance, NPV, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Investments, Economics, Data Analysis, Business Strategy
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics; Minor: Mathematics
London School of Economics and Political Science
Summer Program: Finance
Joseph McKay Joseph McKay's Cowen and Company Experience October 2013 - Present
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2013 - Present
Grant Thornton LLP September 2012 - October 2013
BDO Seidman September 2007 - June 2010
Jingle Networks June 2006 - August 2007
Venator Partners 2005 - 2006
Skills
Accounting, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Babson College 2003 — 2007
BS, Buseiness Administration
Cowen and Company October 2013 - Present
Grant Thornton LLP September 2012 - October 2013
BDO Seidman September 2007 - June 2010
Jingle Networks June 2006 - August 2007
Venator Partners 2005 - 2006
Skills
Accounting, Auditing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Babson College 2003 — 2007
BS, Buseiness Administration
Samuel Herzig Samuel Herzig's Cowen and Company Experience July 2014 - Present
Job Analyst at Cowen and Company
Industry Higher Education
Experience
Cowen and Company July 2014 - Present
Berens Capital Management, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Public Speaking
Education
Bowdoin College 2010 — 2014
Economics; Government & Legal Studies
Choate Rosemary Hall 2006 — 2010
Cowen and Company July 2014 - Present
Berens Capital Management, LLC May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Office, Public Speaking
Education
Bowdoin College 2010 — 2014
Economics; Government & Legal Studies
Choate Rosemary Hall 2006 — 2010
Sabine Charles's Cowen and Company Experience June 2006 - April 2011
Job Chief Internal Auditor at Touro College
Industry Higher Education
Experience
Touro College May 2011 - Present
Cowen and Company June 2006 - April 2011
Deloitte March 2004 - June 2006
Experis January 1999 - January 2004
American Express January 1998 - January 1999
Citi August 1995 - January 1998
Skills
Auditing, Internal Controls, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Finance, Financial Risk, Risk Assessment, Management, Analysis, Financial Analysis, Due Diligence, Corporate Governance, Business Process..., Financial Accounting, Corporate Finance, Vendor Management, Mergers & Acquisitions, Strategy, Financial Audits, Enterprise Risk..., Internal Audit, Accounting, Business Process, Financial Services
Education
Pace University - Lubin School of Business 2015 — 2019
Doctor of Professional Studies, Finance
Queens College 2006 — 2008
MS, Accounting and Informations Systems
Queens College 2002 — 2005
BA, Double; Accounting & Economics
Baruch College, City University of New York (CUNY) 1990 — 1995
BA, French and Spanish
Touro College May 2011 - Present
Cowen and Company June 2006 - April 2011
Deloitte March 2004 - June 2006
Experis January 1999 - January 2004
American Express January 1998 - January 1999
Citi August 1995 - January 1998
Skills
Auditing, Internal Controls, Financial Reporting, Risk Management, Sarbanes-Oxley Act, Finance, Financial Risk, Risk Assessment, Management, Analysis, Financial Analysis, Due Diligence, Corporate Governance, Business Process..., Financial Accounting, Corporate Finance, Vendor Management, Mergers & Acquisitions, Strategy, Financial Audits, Enterprise Risk..., Internal Audit, Accounting, Business Process, Financial Services
Education
Pace University - Lubin School of Business 2015 — 2019
Doctor of Professional Studies, Finance
Queens College 2006 — 2008
MS, Accounting and Informations Systems
Queens College 2002 — 2005
BA, Double; Accounting & Economics
Baruch College, City University of New York (CUNY) 1990 — 1995
BA, French and Spanish
Stephanie von der Luft's Cowen and Company Experience June 1992 - September 1993
Job Managing Director, Head of Boston Sales at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities April 2011 - Present
BofA Merrill Lynch September 1999 - April 2011
Deutsche Bank Securities April 1996 - September 1999
Morgan Stanley September 1993 - April 1996
Cowen and Company June 1992 - September 1993
Education
Babson College 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Pacific Crest Securities April 2011 - Present
BofA Merrill Lynch September 1999 - April 2011
Deutsche Bank Securities April 1996 - September 1999
Morgan Stanley September 1993 - April 1996
Cowen and Company June 1992 - September 1993
Education
Babson College 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Otto Williams Otto Williams's Cowen and Company Experience August 2008 - February 2009
Job Senior Director, Innovation and Strategic Partnerships at Visa
Industry Financial Services
Experience
Visa November 2013 - Present
Visa August 2012 - November 2013
Syncada from Visa September 2010 - August 2012
Bay Dynamics May 2009 - April 2010
Cowen and Company August 2008 - February 2009
PricewaterhouseCoopers June 2007 - August 2007
Threshold Interactive July 2004 - January 2006
O'Grady Meyers November 2003 - July 2004
SCAN™ Health Plan August 2000 - August 2003
Skills
Corporate Finance, Investment Banking, Strategic Partnerships, Business Strategy, Financial Analysis, Business Planning, Strategic Planning, Strategy Development, Competitive Analysis, Start-ups, Valuation, Sales Management, Team Leadership, Strategy, Project Management, CRM, E-commerce, Analytics, Mergers & Acquisitions, Program Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA, Business Administration
California State University-Long Beach 1999 — 2002
2002, Computer Engineering
Visa November 2013 - Present
Visa August 2012 - November 2013
Syncada from Visa September 2010 - August 2012
Bay Dynamics May 2009 - April 2010
Cowen and Company August 2008 - February 2009
PricewaterhouseCoopers June 2007 - August 2007
Threshold Interactive July 2004 - January 2006
O'Grady Meyers November 2003 - July 2004
SCAN™ Health Plan August 2000 - August 2003
Skills
Corporate Finance, Investment Banking, Strategic Partnerships, Business Strategy, Financial Analysis, Business Planning, Strategic Planning, Strategy Development, Competitive Analysis, Start-ups, Valuation, Sales Management, Team Leadership, Strategy, Project Management, CRM, E-commerce, Analytics, Mergers & Acquisitions, Program Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA, Business Administration
California State University-Long Beach 1999 — 2002
2002, Computer Engineering
William Ledley's Cowen and Company Experience June 2014 - Present
Job Equity Research Associate at Cowen and Company
Industry Research
Experience
Cowen and Company June 2014 - Present
Canaccord Genuity Inc. June 2013 - June 2014
Hughey Center for Financial Services September 2012 - May 2013
Bentley Investment Group May 2012 - April 2013
Siguler Guff & Company May 2012 - August 2012
Bentley Investment Group October 2010 - May 2012
Ledley Food Service June 2004 - August 2011
Skills
Capital IQ, Financial Analysis, Microsoft Excel, Equities, Morningstar, Qualitative Research, Financial Software, Financial Modeling, Finance, Bloomberg Terminal, Financial Statement..., Bloomberg, Equity Research, Accounting Applications, Economics, Investment Banking, Portfolio Management, PowerPoint, Accounting
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.) - Summa cum Laude, Economics & Finance
Cowen and Company June 2014 - Present
Canaccord Genuity Inc. June 2013 - June 2014
Hughey Center for Financial Services September 2012 - May 2013
Bentley Investment Group May 2012 - April 2013
Siguler Guff & Company May 2012 - August 2012
Bentley Investment Group October 2010 - May 2012
Ledley Food Service June 2004 - August 2011
Skills
Capital IQ, Financial Analysis, Microsoft Excel, Equities, Morningstar, Qualitative Research, Financial Software, Financial Modeling, Finance, Bloomberg Terminal, Financial Statement..., Bloomberg, Equity Research, Accounting Applications, Economics, Investment Banking, Portfolio Management, PowerPoint, Accounting
Education
Bentley University 2010 — 2013
Bachelor of Science (B.S.) - Summa cum Laude, Economics & Finance
Elizabeth Kressel Elizabeth Kressel's Cowen and Company Experience 1999 - 2000
Job Digital Media Strategist and Entrepreneur
Industry Online Media
Experience
Lizard Media 2002 - Present
Collectors Quest March 2006 - Present
PwC Consulting June 2000 - November 2001
Cowen and Company 1999 - 2000
Time Warner Inc. 1994 - 1998
Skills
E-commerce, Marketing Strategy, Start-ups, Strategic Partnerships, New Business Development, Digital Media, Strategy Development, Strategy, Business Strategy, Digital Strategy, Product Development, Business Development, Entrepreneurship, Marketing, Advertising, Social Media, Market Analysis, Digital Marketing, Content Strategy, Mobile Devices
Education
New York University, Stern School of Business
MBA, Finance, International Business
Brandeis University
BA, Economics
Lizard Media 2002 - Present
Collectors Quest March 2006 - Present
PwC Consulting June 2000 - November 2001
Cowen and Company 1999 - 2000
Time Warner Inc. 1994 - 1998
Skills
E-commerce, Marketing Strategy, Start-ups, Strategic Partnerships, New Business Development, Digital Media, Strategy Development, Strategy, Business Strategy, Digital Strategy, Product Development, Business Development, Entrepreneurship, Marketing, Advertising, Social Media, Market Analysis, Digital Marketing, Content Strategy, Mobile Devices
Education
New York University, Stern School of Business
MBA, Finance, International Business
Brandeis University
BA, Economics
Ali L. Kral, C.P.'s Cowen and Company Experience 1992 - 1994
Job Major Legal Account Manager at Ricoh Business Solutions
Industry Legal Services
Experience
Ricoh Business Solutions November 2014 - Present
Professional Paralegal Services, LLC February 2010 - January 2015
Gordon & Rees August 2011 - November 2014
Leonard & Leonard 2009 - 2010
Faust Goetz Schenker & Blee 2007 - 2009
Law Offices of DOUGLAS J. DEL TUFO, ESQ. 2004 - 2007
Natural Personal Training 2001 - 2007
Conseco Finance Company 2001 - 2002
Yankee Atomic 1996 - 1997
Cowen and Company 1992 - 1994
Skills
Pleadings, Litigation, Civil Litigation, Product Liability, Document Review, Litigation Support, Legal Research, Recruiting, Legal Writing, Project Management, Timeslips, Personal Injury, Trials, Mediation, Westlaw, Lexis, Courts, Arbitration, Continuing Legal..., Commercial Litigation, Management, LexisNexis
Education
Boston University 2009 — 2011
Certification, Paralegal Studies
Boston University 1992 — 1993
Anatomy/Physiology
Sanford Brown (formerly Gibbs College) 1990 — 1992
Associates Degree, Information Processing/Management
Ricoh Business Solutions November 2014 - Present
Professional Paralegal Services, LLC February 2010 - January 2015
Gordon & Rees August 2011 - November 2014
Leonard & Leonard 2009 - 2010
Faust Goetz Schenker & Blee 2007 - 2009
Law Offices of DOUGLAS J. DEL TUFO, ESQ. 2004 - 2007
Natural Personal Training 2001 - 2007
Conseco Finance Company 2001 - 2002
Yankee Atomic 1996 - 1997
Cowen and Company 1992 - 1994
Skills
Pleadings, Litigation, Civil Litigation, Product Liability, Document Review, Litigation Support, Legal Research, Recruiting, Legal Writing, Project Management, Timeslips, Personal Injury, Trials, Mediation, Westlaw, Lexis, Courts, Arbitration, Continuing Legal..., Commercial Litigation, Management, LexisNexis
Education
Boston University 2009 — 2011
Certification, Paralegal Studies
Boston University 1992 — 1993
Anatomy/Physiology
Sanford Brown (formerly Gibbs College) 1990 — 1992
Associates Degree, Information Processing/Management
Tess Heffernan Tess Heffernan's Cowen and Company Experience October 2014 - Present
Job Research Assistant at Cowen and Company, LLC
Industry Staffing and Recruiting
Experience
Cowen and Company October 2014 - Present
EMC May 2014 - October 2014
CBS News 2013 - 2013
Hollister, Inc June 2012 - August 2012
lucy activewear May 2011 - August 2011
Skills
Research, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Salesforce.com, Recruiting, Market Research, Talent Acquisition, Sourcing, Social Networking, Facebook
Education
Colgate University 2010 — 2014
Bachelor's degree, International Relations and Affairs
Cowen and Company October 2014 - Present
EMC May 2014 - October 2014
CBS News 2013 - 2013
Hollister, Inc June 2012 - August 2012
lucy activewear May 2011 - August 2011
Skills
Research, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Salesforce.com, Recruiting, Market Research, Talent Acquisition, Sourcing, Social Networking, Facebook
Education
Colgate University 2010 — 2014
Bachelor's degree, International Relations and Affairs
William J. Livermore William J. Livermore's Cowen and Company Experience July 2014 - August 2015
Job Leveraged Finance at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2015 - Present
Cowen and Company July 2014 - August 2015
Cowen and Company June 2013 - August 2013
Albright Capital Management June 2012 - August 2012
Skills
Valuation, Financial Analysis, Economics, Due Diligence, PowerPoint, Data Analysis, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Equities, Financial Modeling, Market Research, Private Equity, Strategic Planning, Analysis
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Economics, Mathematics
Millbrook School 2007 — 2010
UBS Investment Bank August 2015 - Present
Cowen and Company July 2014 - August 2015
Cowen and Company June 2013 - August 2013
Albright Capital Management June 2012 - August 2012
Skills
Valuation, Financial Analysis, Economics, Due Diligence, PowerPoint, Data Analysis, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Equities, Financial Modeling, Market Research, Private Equity, Strategic Planning, Analysis
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (BA), Economics, Mathematics
Millbrook School 2007 — 2010
Jason Abt Jason Abt's Cowen and Company Experience 2002 - 2009
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Richard Gormley Richard Gormley's Cowen and Company Experience 2000 - 2006
Job Senior Managing Director, Head of Equity/EquityLinked Finance at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities, LLC October 2014 - Present
Lazard Freres & Co. June 2006 - September 2014
Cowen and Company 2000 - 2006
Rabobank International September 1996 - April 1999
Skills
25 years+ investment..., Venture Capital, Mergers, LBO, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Investments, Alternative Investments, Restructuring, Growth Capital, Securities, Fixed Income, Capital Raising, Investment Banking, Private Placements, Equity Capital Markets, Mergers & Acquisitions
Education
Seminary of the Immaculate Conception 1982 — 1985
Master of Arts (M.A.), Theology/Religious Studies
Cathedral College 1978 — 1982
Bachelor of Arts (B.A.), Magna Cum Laude, Philosophy and Religious Studies
Guggenheim Securities, LLC October 2014 - Present
Lazard Freres & Co. June 2006 - September 2014
Cowen and Company 2000 - 2006
Rabobank International September 1996 - April 1999
Skills
25 years+ investment..., Venture Capital, Mergers, LBO, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Investments, Alternative Investments, Restructuring, Growth Capital, Securities, Fixed Income, Capital Raising, Investment Banking, Private Placements, Equity Capital Markets, Mergers & Acquisitions
Education
Seminary of the Immaculate Conception 1982 — 1985
Master of Arts (M.A.), Theology/Religious Studies
Cathedral College 1978 — 1982
Bachelor of Arts (B.A.), Magna Cum Laude, Philosophy and Religious Studies
Christopher G. Sanossian, CFA's Cowen and Company Experience 2004 - 2011
Job Multi Asset Platform Sales Trading
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
FBR October 2013 - May 2015
Lazard Capital Markets June 2011 - October 2013
Cowen and Company 2004 - 2011
Skills
Valuation, Investment Banking, Trading, Series 7, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 63, Trading Systems, Equity Trading, Bloomberg, Institutional Sales
Education
Boston College 2000 — 2004
BS, Finance, Marketing
Goldman Sachs June 2015 - Present
FBR October 2013 - May 2015
Lazard Capital Markets June 2011 - October 2013
Cowen and Company 2004 - 2011
Skills
Valuation, Investment Banking, Trading, Series 7, Financial Modeling, Fixed Income, Equities, Capital Markets, Series 63, Trading Systems, Equity Trading, Bloomberg, Institutional Sales
Education
Boston College 2000 — 2004
BS, Finance, Marketing
Melinda Mann's Cowen and Company Experience 2005 - 2011
Job Director of Polling and Research at Best Doctors
Industry Hospital & Health Care
Experience
Best Doctors 2013 - Present
Survey.com 2012 - 2012
Cowen and Company 2005 - 2011
Cowen and Company 1992 - 2004
Skills
Project Management, Product Stewardship, Cross-functional Team..., Team Leadership, Marketing Research, Process improvement, Creative Problem Solving, Value Added Proprietary..., Competitive Intelligence, Healthcare, Written and oral..., Relationship Management, Primary Research, Customer Insight, Deadline Driven, Expense Management, Non-profit Volunteer, Volunteer Recruiting, Fundraising, Vendor Management, Survey design, planning..., Consumer Insight, Customer Satisfaction, B2B, B2C, Online Research, Survey Research, Quantitative Primary..., Broad Topical Scope, Questionnaire design..., Attention To Detail, Survey Design, Helping Clients Succeed, Technology, Media & Entertainment, Specialty Retail, Equity Research
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Mount Holyoke College
AB, Urban Studies and Economics
South Side High School (Rockville Centre, NY)
Best Doctors 2013 - Present
Survey.com 2012 - 2012
Cowen and Company 2005 - 2011
Cowen and Company 1992 - 2004
Skills
Project Management, Product Stewardship, Cross-functional Team..., Team Leadership, Marketing Research, Process improvement, Creative Problem Solving, Value Added Proprietary..., Competitive Intelligence, Healthcare, Written and oral..., Relationship Management, Primary Research, Customer Insight, Deadline Driven, Expense Management, Non-profit Volunteer, Volunteer Recruiting, Fundraising, Vendor Management, Survey design, planning..., Consumer Insight, Customer Satisfaction, B2B, B2C, Online Research, Survey Research, Quantitative Primary..., Broad Topical Scope, Questionnaire design..., Attention To Detail, Survey Design, Helping Clients Succeed, Technology, Media & Entertainment, Specialty Retail, Equity Research
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Mount Holyoke College
AB, Urban Studies and Economics
South Side High School (Rockville Centre, NY)
Matt Schwartz's Cowen and Company Experience March 2015 - Present
Job Equity Research Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company March 2015 - Present
BNP Paribas August 2013 - March 2015
Babson College Fund May 2012 - April 2013
Bank of America Merrill Lynch June 2012 - August 2012
Horizon Asset Management, Inc. June 2011 - August 2011
Babson College Investment Tower August 2010 - May 2011
KatManDu Restaurant May 2010 - August 2010
E-Z Wash November 2009 - April 2010
Hopewell Valley Community Bank June 2009 - August 2009
Princeton Packet Publications 2006 - 2009
Skills
Financial Analysis, Equity Research, Strategy, Management, Credit Analysis, Portfolio Management, Capital Markets, Debt Financing, Capital Markets Advisory, Client Coverage, Financial Modeling, Valuation, Investment Management
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management with a Dual Concentration in Finance & Computational and Mathematical Finance
Hopewell Valley Central High School 2005 — 2009
Cowen and Company March 2015 - Present
BNP Paribas August 2013 - March 2015
Babson College Fund May 2012 - April 2013
Bank of America Merrill Lynch June 2012 - August 2012
Horizon Asset Management, Inc. June 2011 - August 2011
Babson College Investment Tower August 2010 - May 2011
KatManDu Restaurant May 2010 - August 2010
E-Z Wash November 2009 - April 2010
Hopewell Valley Community Bank June 2009 - August 2009
Princeton Packet Publications 2006 - 2009
Skills
Financial Analysis, Equity Research, Strategy, Management, Credit Analysis, Portfolio Management, Capital Markets, Debt Financing, Capital Markets Advisory, Client Coverage, Financial Modeling, Valuation, Investment Management
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management with a Dual Concentration in Finance & Computational and Mathematical Finance
Hopewell Valley Central High School 2005 — 2009
John Riley's Cowen and Company Experience July 2013 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2013 - Present
Cowen and Company June 2012 - August 2012
Northwestern Center for Talent Development June 2011 - August 2011
Skills
Mathematics, PHP, Microsoft Excel, PowerPoint, SQL, Microsoft Word
Education
Boston College 2009 — 2013
Mathematics, Physics
GBS
Cowen and Company July 2013 - Present
Cowen and Company June 2012 - August 2012
Northwestern Center for Talent Development June 2011 - August 2011
Skills
Mathematics, PHP, Microsoft Excel, PowerPoint, SQL, Microsoft Word
Education
Boston College 2009 — 2013
Mathematics, Physics
GBS
Daniel Flax Daniel Flax's Cowen and Company Experience July 2007 - December 2009
Job Vice President, Engineering at CAN Capital
Industry Publishing
Experience
CAN Capital September 2012 - Present
Prometheus Global Media July 2012 - September 2012
TheStreet.com January 2010 - April 2012
Cowen and Company July 2007 - December 2009
NYSE Euronext February 2005 - July 2007
NYSE February 2002 - February 2005
Global Crossing January 2001 - July 2001
OptiMark, Inc. March 1997 - January 2001
Reuters 1993 - 1997
Reuters - Market Vision 1993 - 1996
Skills
Cloud Computing, Cloud Security, Amazon Cloud, Heroku, PHP, Drupal, Alternative Trading..., Front Office Trading..., Stock Exchange, Broker-Dealer, Wireless Networking, Operating Budgets, Change Management, Program Management, Project Management, Product Development, Technology Evaluation, Team Leadership, CIOs, New Business Development, Vendor Management, Amazon Web Services..., Market Data, Agile Methodologies, Software Development, Data Center, Integration, IT Management, Trading Systems, Business Intelligence, Low Latency, Technology Management, IT Strategy, Disaster Recovery, SDLC, Start-ups, Analytics, Networking, Enterprise Architecture, Management, E-commerce, SaaS, Agile Project Management, Mobile Applications, Mobile Devices
Education
Columbia Engineering 1989 — 1993
BS, Electrical Engineering
Caltech 1992 — 1992
SURF, High Energy Astrophysics
Cheltenham High School
CAN Capital September 2012 - Present
Prometheus Global Media July 2012 - September 2012
TheStreet.com January 2010 - April 2012
Cowen and Company July 2007 - December 2009
NYSE Euronext February 2005 - July 2007
NYSE February 2002 - February 2005
Global Crossing January 2001 - July 2001
OptiMark, Inc. March 1997 - January 2001
Reuters 1993 - 1997
Reuters - Market Vision 1993 - 1996
Skills
Cloud Computing, Cloud Security, Amazon Cloud, Heroku, PHP, Drupal, Alternative Trading..., Front Office Trading..., Stock Exchange, Broker-Dealer, Wireless Networking, Operating Budgets, Change Management, Program Management, Project Management, Product Development, Technology Evaluation, Team Leadership, CIOs, New Business Development, Vendor Management, Amazon Web Services..., Market Data, Agile Methodologies, Software Development, Data Center, Integration, IT Management, Trading Systems, Business Intelligence, Low Latency, Technology Management, IT Strategy, Disaster Recovery, SDLC, Start-ups, Analytics, Networking, Enterprise Architecture, Management, E-commerce, SaaS, Agile Project Management, Mobile Applications, Mobile Devices
Education
Columbia Engineering 1989 — 1993
BS, Electrical Engineering
Caltech 1992 — 1992
SURF, High Energy Astrophysics
Cheltenham High School
Matthew Raubacher Matthew Raubacher's Cowen and Company Experience 2011 - 2013
Job Managing Director at TriplePoint Capital
Industry Venture Capital & Private Equity
Experience
TriplePoint Capital 2014 - Present
Cowen and Company 2011 - 2013
Ridgecrest Capital Partners 2007 - 2011
Thomas Weisel Partners 2004 - 2006
Lehman Brothers 1999 - 2003
Citigroup 1996 - 1999
Skills
Mergers and Acquistions, Public Equity Offerings, Private Capital Raising, Venture Capital, Capital Markets, Asset Management, IPO, Due Diligence, Financial Modeling, Corporate Development, Investment Banking, Investments, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Capital Raising, Valuation, Financial Analysis, M&A experience, Start-ups, Corporate Finance, Divestitures, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA/MSIA, Finance
Carnegie Mellon University
BS, Business / Industrial Management (Engineering Track)
Clarksville
Westminster Schools of Atlanta
TriplePoint Capital 2014 - Present
Cowen and Company 2011 - 2013
Ridgecrest Capital Partners 2007 - 2011
Thomas Weisel Partners 2004 - 2006
Lehman Brothers 1999 - 2003
Citigroup 1996 - 1999
Skills
Mergers and Acquistions, Public Equity Offerings, Private Capital Raising, Venture Capital, Capital Markets, Asset Management, IPO, Due Diligence, Financial Modeling, Corporate Development, Investment Banking, Investments, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Capital Raising, Valuation, Financial Analysis, M&A experience, Start-ups, Corporate Finance, Divestitures, Equity Research
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
MBA/MSIA, Finance
Carnegie Mellon University
BS, Business / Industrial Management (Engineering Track)
Clarksville
Westminster Schools of Atlanta
Chris Innes Chris Innes's Cowen and Company Experience April 2012 - May 2013
Job at GE Capital
Industry Investment Banking
Experience
GE Capital October 2014 - Present
Stifel Financial Corp. May 2013 - October 2014
Cowen and Company April 2012 - May 2013
Aon August 2007 - April 2012
Skills
Financial Modeling, Bloomberg, Valuation, DCF Valuation, Capital Markets, Investments, Equities, Investment Banking, Financial Analysis, Series 63, Series 7, Series 86, Series 87, Mergers, Leveraged Finance, Food Industry, Restaurants, Equity Research, Equity Valuation, Corporate Finance
Education
Colgate University 2003 — 2007
BA, Economics
CFA Program
GE Capital October 2014 - Present
Stifel Financial Corp. May 2013 - October 2014
Cowen and Company April 2012 - May 2013
Aon August 2007 - April 2012
Skills
Financial Modeling, Bloomberg, Valuation, DCF Valuation, Capital Markets, Investments, Equities, Investment Banking, Financial Analysis, Series 63, Series 7, Series 86, Series 87, Mergers, Leveraged Finance, Food Industry, Restaurants, Equity Research, Equity Valuation, Corporate Finance
Education
Colgate University 2003 — 2007
BA, Economics
CFA Program
Alison Mortarotti's Cowen and Company Experience October 1990 - April 1997
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Merrill Lynch March 2011 - Present
PFS Investments September 2009 - February 2010
Banc of America Securities March 1999 - November 2001
Cowen and Company October 1990 - April 1997
Skills
Series 7, Securities, Hedge Funds, Licensing, Compliance, Series 66, Series 24, Life & Health License, Certified Financial...
Education
Boston University Questrom School of Business
BS, BA, School of Management, Inernational Management, Finance
Bella Chernikowski Maxfield Bella Chernikowski Maxfield's Cowen and Company Experience March 1995 - November 1998
Job Highperforming Information Technology Professional
Industry Information Technology and Services
Experience
Sterling National Bank (formerly Hudson Valley Bank) February 2011 - Present
MasterCard Worldwide June 1999 - July 2010
Cowen and Company March 1995 - November 1998
Bear Stearns May 1990 - May 1991
Drexel Burnham Lambert 1979 - 1990
Skills
Project Management, Business Analysis, Program Management, Risk Management, Integration, Process Improvement, Strategy, Analysis, Databases, Data Analysis, SQL, Software Development, Access
Education
City University of New York City College
BA
New York University
MPA, Public Administration
Sterling National Bank (formerly Hudson Valley Bank) February 2011 - Present
MasterCard Worldwide June 1999 - July 2010
Cowen and Company March 1995 - November 1998
Bear Stearns May 1990 - May 1991
Drexel Burnham Lambert 1979 - 1990
Skills
Project Management, Business Analysis, Program Management, Risk Management, Integration, Process Improvement, Strategy, Analysis, Databases, Data Analysis, SQL, Software Development, Access
Education
City University of New York City College
BA
New York University
MPA, Public Administration
Bob Mathers Bob Mathers's Cowen and Company Experience January 1970 - April 1996
Job Program / Project Manager (Independent Contractor) at Nomura Securities US
Industry Information Technology and Services
Experience
Nomura Securities August 2011 - December 2012
CS Technology November 2009 - April 2011
Guardian Life Insurance January 2003 - September 2009
CIBC World Markets January 1996 - October 2002
Cowen and Company January 1970 - April 1996
Skills
ITIL, Disaster Recovery, IT Management, Information Technology, IT Strategy, Virtualization, Integration, Program Management, Vendor Management, Sybase, IT Service Management, Visio, Document Management, Project Management, Data Center, Service Delivery, Infrastructure, Business Process..., Resource Management, Change Management, PMO, Business Process Design, Outsourcing, SDLC, Incident Management, Business Continuity, Project Delivery, Process Improvement, MS Project, Project Planning, Financial Services, Business Process, Data Migration, Risk Management, Strategic Planning, Business Intelligence, Trading Systems, Release Management, PMP, Management Consulting, Governance, Software Project..., Professional Services, Security, Team Leadership, Requirements Gathering, Business Analysis, IT Operations, Cloud Computing, Project Portfolio...
Education
City University of New York-Baruch College
Nomura Securities August 2011 - December 2012
CS Technology November 2009 - April 2011
Guardian Life Insurance January 2003 - September 2009
CIBC World Markets January 1996 - October 2002
Cowen and Company January 1970 - April 1996
Skills
ITIL, Disaster Recovery, IT Management, Information Technology, IT Strategy, Virtualization, Integration, Program Management, Vendor Management, Sybase, IT Service Management, Visio, Document Management, Project Management, Data Center, Service Delivery, Infrastructure, Business Process..., Resource Management, Change Management, PMO, Business Process Design, Outsourcing, SDLC, Incident Management, Business Continuity, Project Delivery, Process Improvement, MS Project, Project Planning, Financial Services, Business Process, Data Migration, Risk Management, Strategic Planning, Business Intelligence, Trading Systems, Release Management, PMP, Management Consulting, Governance, Software Project..., Professional Services, Security, Team Leadership, Requirements Gathering, Business Analysis, IT Operations, Cloud Computing, Project Portfolio...
Education
City University of New York-Baruch College
Richard Tullo Richard Tullo's Cowen and Company Experience 1991 - 1997
Job Senior Financial Analyst
Industry Financial Services
Experience
Albert Fried and Company March 2009 - Present
Sidoti and Company July 2006 - July 2008
Providence Capital September 2001 - March 2005
CIBC World Markets March 1999 - September 2001
Hambrecht & Quist 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Valuation, Financial Analysis, Mergers, Cash Flow, Trading Systems, Corporate Governance, Financial Forecasting, Capital Structure, Modeling, Equities, Due Diligence, Hedge Funds, Trading, Budgeting, Institutional, Cash, Fixed Income Trading, Financial Modeling, Private Equity, Fixed Income, Derivatives, Corporate Finance, Debt, Investments, Forecasting, Portfolio Management, Asset Management, Venture Capital, Alternative Investments, Strategic Planning, Investment Banking, Restructuring, Electronic Trading, Options, DCF, Capital Markets, Business Planning, IPO, Global Macro
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MBA, Finance and Econometrics
New York University 1987 — 1990
BS, Economics
Monsignor Farrell
Regents, College Prep
Albert Fried and Company March 2009 - Present
Sidoti and Company July 2006 - July 2008
Providence Capital September 2001 - March 2005
CIBC World Markets March 1999 - September 2001
Hambrecht & Quist 1997 - 1999
Cowen and Company 1991 - 1997
Skills
Valuation, Financial Analysis, Mergers, Cash Flow, Trading Systems, Corporate Governance, Financial Forecasting, Capital Structure, Modeling, Equities, Due Diligence, Hedge Funds, Trading, Budgeting, Institutional, Cash, Fixed Income Trading, Financial Modeling, Private Equity, Fixed Income, Derivatives, Corporate Finance, Debt, Investments, Forecasting, Portfolio Management, Asset Management, Venture Capital, Alternative Investments, Strategic Planning, Investment Banking, Restructuring, Electronic Trading, Options, DCF, Capital Markets, Business Planning, IPO, Global Macro
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
MBA, Finance and Econometrics
New York University 1987 — 1990
BS, Economics
Monsignor Farrell
Regents, College Prep
Patrick Donnelly, CFP® Patrick Donnelly, CFP®'s Cowen and Company Experience 2001 - 2001
Job Principal & Senior Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group, LLC July 2012 - Present
Mintz Levin Financial Advisors, LLC March 2005 - June 2012
State Street 2001 - 2005
Cowen and Company 2001 - 2001
U.S. Chamber of Commerce 2000 - 2000
Skills
Personal Financial..., Wealth Management, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Tax Advisory, Estate Planning, Charitable Gift Planning, Insurance, Education Funding
Education
Boston University 2005 — 2007
Certificate in Financial Planning
Susquehanna University 1997 — 2001
BA, Economics and Philosophy
Hingham High School 1993 — 1997
Lutheran College Washington Consortium
The Colony Group, LLC July 2012 - Present
Mintz Levin Financial Advisors, LLC March 2005 - June 2012
State Street 2001 - 2005
Cowen and Company 2001 - 2001
U.S. Chamber of Commerce 2000 - 2000
Skills
Personal Financial..., Wealth Management, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Tax Advisory, Estate Planning, Charitable Gift Planning, Insurance, Education Funding
Education
Boston University 2005 — 2007
Certificate in Financial Planning
Susquehanna University 1997 — 2001
BA, Economics and Philosophy
Hingham High School 1993 — 1997
Lutheran College Washington Consortium
Diane Chiarella's Cowen and Company Experience 2004 - 2006
Job Project Administrator at Heath Republic Insuance of New York
Industry Information Technology and Services
Experience
Heath Republic Insuance of New York May 2015 - Present
Decadent Delights 1996 - Present
CBI Connect 2012 - 2014
Con Edison February 2012 - August 2012
Rodman & Renshaw 2009 - 2011
NewSmith Capital Partners (Hedge Fund) 2006 - 2007
Cowen and Company 2004 - 2006
DTCC 1995 - 2003
Skills
Chocolatier, Cake Decorator, Baker, MicroSoft Word, Excel, PowerPoint, Access, WordPerfect, Lotus 1-2-3, Lotus Organizer, ACT!, Quickbooks, PeopleSoft, Concur, Microsoft Outlook, Administrative..., Invoicing, Time Management, Office Administration, Outlook, Event Planning, Microsoft Excel, Wordperfect, QuickBooks, Data Entry, Office Management, Fax, Travel Arrangements, Microsoft Word, Lotus 123, Editing, Spreadsheets, Payroll, Accounting, Event Management, Purchasing, Process Scheduler, Management, Human Resources, Administration, Customer Service, Administrative...
Education
Hunter College 1974 — 1976
B.A., History / Anthropology
Queensborough Community College 1969 — 1972
Associate's Degree, Administrative Assistant and Secretarial Science, General
Heath Republic Insuance of New York May 2015 - Present
Decadent Delights 1996 - Present
CBI Connect 2012 - 2014
Con Edison February 2012 - August 2012
Rodman & Renshaw 2009 - 2011
NewSmith Capital Partners (Hedge Fund) 2006 - 2007
Cowen and Company 2004 - 2006
DTCC 1995 - 2003
Skills
Chocolatier, Cake Decorator, Baker, MicroSoft Word, Excel, PowerPoint, Access, WordPerfect, Lotus 1-2-3, Lotus Organizer, ACT!, Quickbooks, PeopleSoft, Concur, Microsoft Outlook, Administrative..., Invoicing, Time Management, Office Administration, Outlook, Event Planning, Microsoft Excel, Wordperfect, QuickBooks, Data Entry, Office Management, Fax, Travel Arrangements, Microsoft Word, Lotus 123, Editing, Spreadsheets, Payroll, Accounting, Event Management, Purchasing, Process Scheduler, Management, Human Resources, Administration, Customer Service, Administrative...
Education
Hunter College 1974 — 1976
B.A., History / Anthropology
Queensborough Community College 1969 — 1972
Associate's Degree, Administrative Assistant and Secretarial Science, General
Alice Celli's Cowen and Company Experience June 2012 - January 2014
Job Client Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
UBS Wealth Management February 2014 - May 2014
Cowen and Company June 2012 - January 2014
Long Island University July 2011 - September 2011
Skills
Alternative Investments, Bloomberg, Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Valuation, Wealth Management
Education
Bentley University 2010 — 2014
Economics-Finance
JPMorgan Chase June 2014 - Present
UBS Wealth Management February 2014 - May 2014
Cowen and Company June 2012 - January 2014
Long Island University July 2011 - September 2011
Skills
Alternative Investments, Bloomberg, Bloomberg Terminal, Equities, Financial Analysis, Microsoft Excel, Valuation, Wealth Management
Education
Bentley University 2010 — 2014
Economics-Finance
Michelle Espinal Parlor Michelle Espinal Parlor's Cowen and Company Experience May 1999 - Present
Job Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company May 1999 - Present
Societe Generale 1999 - 2001
Horizon Communications August 1997 - January 1999
Immigration Services August 1990 - July 1993
Skills
Investments, Securities, Equities, FINRA, Series 7
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
BSW, Social Work
Borough of Manhattan Community College 2000 — 2002
AA
Binghamton University 1993 — 1997
Cowen and Company May 1999 - Present
Societe Generale 1999 - 2001
Horizon Communications August 1997 - January 1999
Immigration Services August 1990 - July 1993
Skills
Investments, Securities, Equities, FINRA, Series 7
Education
City University of New York-Herbert H. Lehman College 2005 — 2008
BSW, Social Work
Borough of Manhattan Community College 2000 — 2002
AA
Binghamton University 1993 — 1997
Calvin Sternick Calvin Sternick's Cowen and Company Experience April 2015 - Present
Job Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company April 2015 - Present
FBR April 2014 - March 2015
Ernst & Young August 2012 - April 2014
Binghamton University November 2010 - November 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Equities
Education
Binghamton University 2008 — 2012
Bachelor of Science, Accounting & Finance
Cowen and Company April 2015 - Present
FBR April 2014 - March 2015
Ernst & Young August 2012 - April 2014
Binghamton University November 2010 - November 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Equities
Education
Binghamton University 2008 — 2012
Bachelor of Science, Accounting & Finance
Jonathan Cramer Jonathan Cramer's Cowen and Company Experience 2003 - 2008
Job Managing Partner at Visium Partners
Industry Financial Services
Experience
Visium Partners LLC February 2008 - Present
Cowen and Company 2003 - 2008
Bear Stearns 2001 - 2003
Skills
Business Valuation, Equity Research, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Restructuring, Private Equity, Financial Modeling, Capital Markets, Venture Capital, Emerging Markets, Mergers & Acquisitions, Investments, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
American University, Washington College of Law 1990 — 1993
JD
Muhlenberg College
BS, Biology and the Natural Sciences
Visium Partners LLC February 2008 - Present
Cowen and Company 2003 - 2008
Bear Stearns 2001 - 2003
Skills
Business Valuation, Equity Research, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Restructuring, Private Equity, Financial Modeling, Capital Markets, Venture Capital, Emerging Markets, Mergers & Acquisitions, Investments, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
American University, Washington College of Law 1990 — 1993
JD
Muhlenberg College
BS, Biology and the Natural Sciences
Jake Miller's Cowen and Company Experience 2005 - 2007
Job Analyst at DS Advisors
Industry Financial Services
Experience
DS Advisors 2011 - Present
Cowen and Company 2005 - 2007
Wachovia, A Wells Fargo Company 2003 - 2005
Skills
Equity Research, Financial Modeling, Hedge Funds, Equities, Valuation, Asset Management
Education
Colgate University
BA
Columbia University - Columbia Business School
Value investing
Trinity HS
DS Advisors 2011 - Present
Cowen and Company 2005 - 2007
Wachovia, A Wells Fargo Company 2003 - 2005
Skills
Equity Research, Financial Modeling, Hedge Funds, Equities, Valuation, Asset Management
Education
Colgate University
BA
Columbia University - Columbia Business School
Value investing
Trinity HS
Brooke Heald's Cowen and Company Experience December 1999 - April 2002
Job Financial Advisor, PIMPortfolio Manager at The Heights Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2007 - Present
RBC Wealth Management April 2002 - August 2007
Cowen and Company December 1999 - April 2002
Skills
Investments
Education
Boston College 1995 — 1999
Phillips Exeter Academy 1994 — 1995
Lincoln Sudbury Regional High School 1991 — 1994
Wells Fargo Advisors, LLC August 2007 - Present
RBC Wealth Management April 2002 - August 2007
Cowen and Company December 1999 - April 2002
Skills
Investments
Education
Boston College 1995 — 1999
Phillips Exeter Academy 1994 — 1995
Lincoln Sudbury Regional High School 1991 — 1994
Jay Knopf's Cowen and Company Experience 2011 - 2012
Job Senior Director at Maxim Group
Industry Financial Services
Experience
Maxim Group 2013 - Present
Cowen and Company 2011 - 2012
Newedge 2010 - 2011
Goldman Sachs 2000 - 2010
Spear, Leeds & Kellogg 1981 - 2000
Skills
Trading Systems, Electronic Trading, Options, Equity Derivatives, Derivatives, Trading, Bloomberg, Series 7, Trading Strategies, Traders, Financial Markets, Securities, Series 63, Equities, Financial Modeling, ETFs, FX trading, Portfolio Management, Asset Management, Prime Brokerage, Middle Office, Hedge Funds, Volatility, Equity Trading, Investments, FX Options, Bonds, Alternative Investments, FINRA, Market Data, Back Office, Capital Markets, Private Equity, Proprietary Trading, Fixed Income, Commodity, Technical Analysis, Emerging Markets, Currency, Series 24, Hedging, Mutual Funds, Valuation
Education
Babson College 1976 — 1979
BS, Business Administration
Maxim Group 2013 - Present
Cowen and Company 2011 - 2012
Newedge 2010 - 2011
Goldman Sachs 2000 - 2010
Spear, Leeds & Kellogg 1981 - 2000
Skills
Trading Systems, Electronic Trading, Options, Equity Derivatives, Derivatives, Trading, Bloomberg, Series 7, Trading Strategies, Traders, Financial Markets, Securities, Series 63, Equities, Financial Modeling, ETFs, FX trading, Portfolio Management, Asset Management, Prime Brokerage, Middle Office, Hedge Funds, Volatility, Equity Trading, Investments, FX Options, Bonds, Alternative Investments, FINRA, Market Data, Back Office, Capital Markets, Private Equity, Proprietary Trading, Fixed Income, Commodity, Technical Analysis, Emerging Markets, Currency, Series 24, Hedging, Mutual Funds, Valuation
Education
Babson College 1976 — 1979
BS, Business Administration
Joseph Catanzaro Joseph Catanzaro's Cowen and Company Experience August 2014 - Present
Job Biotech Equity Research Associate at Cowen and Company
Industry Financial Services
Experience
Cowen and Company August 2014 - Present
Stony Brook University August 2008 - May 2014
Education
Stony Brook University 2008 — 2014
Doctor of Philosophy (Ph.D.), Genetics
State University of New York at Binghamton 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
Cowen and Company August 2014 - Present
Stony Brook University August 2008 - May 2014
Education
Stony Brook University 2008 — 2014
Doctor of Philosophy (Ph.D.), Genetics
State University of New York at Binghamton 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
Alex Cushner's Cowen and Company Experience February 1995 - October 2000
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Tucker Bryan Tucker Bryan's Cowen and Company Experience July 2012 - July 2013
Job Investment Associate at Park Square Capital
Industry Investment Management
Experience
Park Square Capital April 2015 - Present
Jefferies LLC August 2013 - April 2015
Cowen and Company July 2012 - July 2013
Cowen and Company June 2011 - August 2011
GAMCO Investors, Inc. June 2008 - August 2008
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Choate Rosemary Hall 2004 — 2008
Park Square Capital April 2015 - Present
Jefferies LLC August 2013 - April 2015
Cowen and Company July 2012 - July 2013
Cowen and Company June 2011 - August 2011
GAMCO Investors, Inc. June 2008 - August 2008
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Choate Rosemary Hall 2004 — 2008
Ross D. Stern Ross D. Stern's Cowen and Company Experience 2007 - 2009
Job Vice President at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners June 2014 - Present
Centers for Medicare & Medicaid Services May 2013 - August 2013
Summit Partners 2009 - 2012
Cowen and Company 2007 - 2009
Skills
Private Equity, Venture Capital, Valuation, Corporate Development, Financial Modeling, Investment Banking, Growth Capital, Due Diligence, Mergers, Investments, Capital Markets, Equities, Deal Sourcing, M&A experience, Corporate Finance, Financial Analysis, LBO, Private Placements, Emerging Markets, Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Healthcare
Bowdoin College 2003 — 2007
BA, Economics, History
The Hopkins School 1999 — 2003
Summit Partners June 2014 - Present
Centers for Medicare & Medicaid Services May 2013 - August 2013
Summit Partners 2009 - 2012
Cowen and Company 2007 - 2009
Skills
Private Equity, Venture Capital, Valuation, Corporate Development, Financial Modeling, Investment Banking, Growth Capital, Due Diligence, Mergers, Investments, Capital Markets, Equities, Deal Sourcing, M&A experience, Corporate Finance, Financial Analysis, LBO, Private Placements, Emerging Markets, Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Healthcare
Bowdoin College 2003 — 2007
BA, Economics, History
The Hopkins School 1999 — 2003
Ryan Anderson Ryan Anderson's Cowen and Company Experience June 2009 - August 2010
Job Vice President at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures May 2014 - Present
Volition Capital August 2011 - April 2014
BMO Capital Markets August 2010 - July 2011
Cowen and Company June 2009 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Financial Modeling, SaaS, Valuation, Private Equity, Financial Analysis, Management, Due Diligence, Corporate Finance, M&A experience, Enterprise Software
Education
College of the Holy Cross 2005 — 2009
B.A., Economics-Accounting
Battery Ventures May 2014 - Present
Volition Capital August 2011 - April 2014
BMO Capital Markets August 2010 - July 2011
Cowen and Company June 2009 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Financial Modeling, SaaS, Valuation, Private Equity, Financial Analysis, Management, Due Diligence, Corporate Finance, M&A experience, Enterprise Software
Education
College of the Holy Cross 2005 — 2009
B.A., Economics-Accounting
Arnie Berman Arnie Berman's Cowen and Company Experience 2005 - 2008
Job
Industry Investment Management
Experience
Technology Focus Capital Management 2009 - Present
Cowen and Company 2005 - 2008
CreditSights 2004 - 2005
SoundView Technology Group 1990 - 2004
CIBC Wood Gundy (formerly Wood Gundy Corp.) 1987 - 1990
Scotia McLeod (formerly, McLeod Young Weir) 1985 - 1986
Mabon Nugent 1983 - 1986
Skills
Information Technology..., Investment Management, Portfolio Risk..., Equity Research, Financial Modeling, TMT Research Coordinator, Marketing, Regulatory Compliance, Institutional Sales, Investment Banking, Mergers, Venture Capital, Trading Systems, Public Speaking, Television, Magazine Columnist, Corporate Finance, Mergers & Acquisitions, Investments, Corporate Development, Equities, Private Equity, Trading, Due Diligence, Portfolio Management, Capital Markets, Hedge Funds, Asset Managment, Start-ups, IPO, Valuation, M&A experience, Alternative Investments, Bloomberg, Asset Management, Risk Management
Education
Brown University 1979 — 1983
Sc.B., Applied Mathematics - Economics, magna cum laude
Technology Focus Capital Management 2009 - Present
Cowen and Company 2005 - 2008
CreditSights 2004 - 2005
SoundView Technology Group 1990 - 2004
CIBC Wood Gundy (formerly Wood Gundy Corp.) 1987 - 1990
Scotia McLeod (formerly, McLeod Young Weir) 1985 - 1986
Mabon Nugent 1983 - 1986
Skills
Information Technology..., Investment Management, Portfolio Risk..., Equity Research, Financial Modeling, TMT Research Coordinator, Marketing, Regulatory Compliance, Institutional Sales, Investment Banking, Mergers, Venture Capital, Trading Systems, Public Speaking, Television, Magazine Columnist, Corporate Finance, Mergers & Acquisitions, Investments, Corporate Development, Equities, Private Equity, Trading, Due Diligence, Portfolio Management, Capital Markets, Hedge Funds, Asset Managment, Start-ups, IPO, Valuation, M&A experience, Alternative Investments, Bloomberg, Asset Management, Risk Management
Education
Brown University 1979 — 1983
Sc.B., Applied Mathematics - Economics, magna cum laude
Christian Boulanger's Cowen and Company Experience July 2015 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
Silicon Valley Bank June 2013 - August 2013
SmartDestinations 2012 - 2012
Skills
Microsoft Office
Education
Bowdoin College 2011 — 2015
Mathematics and Economics
Winchester High School
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
Silicon Valley Bank June 2013 - August 2013
SmartDestinations 2012 - 2012
Skills
Microsoft Office
Education
Bowdoin College 2011 — 2015
Mathematics and Economics
Winchester High School
Jeff Knopping Jeff Knopping's Cowen and Company Experience 2014 - Present
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2014 - Present
KCAP Financial, Inc. 2012 - 2014
William Blair & Company 2009 - 2012
GE Capital 1996 - 2008
Citi 1990 - 1996
Bank of America 1985 - 1988
Skills
Capital Raises, Debt Restructuring, Deal Structuring, Credit, Financial Advisory, Origination, M&A experience, Strategic Leadership, Team Leadership, Loan Structuring, Loan Origination, Syndication, Securitization, Financial Structuring, Capital Markets, Corporate Finance, Investments, Mergers, Capital, Syndications, Restructuring, Mergers & Acquisitions, Mezzanine, Asset Based Lending, Negotiation, Investment Banking, Finance, Capital Structure, Private Equity, Acquisitions
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
American University 1981 — 1985
BA, International Affairs, Business
Cowen and Company 2014 - Present
KCAP Financial, Inc. 2012 - 2014
William Blair & Company 2009 - 2012
GE Capital 1996 - 2008
Citi 1990 - 1996
Bank of America 1985 - 1988
Skills
Capital Raises, Debt Restructuring, Deal Structuring, Credit, Financial Advisory, Origination, M&A experience, Strategic Leadership, Team Leadership, Loan Structuring, Loan Origination, Syndication, Securitization, Financial Structuring, Capital Markets, Corporate Finance, Investments, Mergers, Capital, Syndications, Restructuring, Mergers & Acquisitions, Mezzanine, Asset Based Lending, Negotiation, Investment Banking, Finance, Capital Structure, Private Equity, Acquisitions
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
American University 1981 — 1985
BA, International Affairs, Business
Brian Wirtz Brian Wirtz's Cowen and Company Experience January 2010 - May 2011
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Credit Suisse August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Cowen and Company January 2010 - May 2011
Geisinger Ventures May 2009 - August 2009
Bright, LLC June 2006 - August 2008
U.S. Army May 2004 - May 2006
U.S. Army March 2002 - February 2004
United States Pentagon June 2000 - August 2000
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, Capital Markets, Financial Analysis, M&A execution, Due Diligence, Mergers & Acquisitions, Strategy, FinTech, Internet & Digital Media, Technology, Media, and..., Debt, Private Placements, Finance, M&A experience, LBO, IPO, Analysis, Corporate Development, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
MBA, Accounting, Finance
Wentworth Military Academy/University of Central Missouri 1997 — 2001
Bachelor Of Science In Business Administration, Business Administration
Credit Suisse January 2014 - Present
Credit Suisse August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Cowen and Company January 2010 - May 2011
Geisinger Ventures May 2009 - August 2009
Bright, LLC June 2006 - August 2008
U.S. Army May 2004 - May 2006
U.S. Army March 2002 - February 2004
United States Pentagon June 2000 - August 2000
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, Capital Markets, Financial Analysis, M&A execution, Due Diligence, Mergers & Acquisitions, Strategy, FinTech, Internet & Digital Media, Technology, Media, and..., Debt, Private Placements, Finance, M&A experience, LBO, IPO, Analysis, Corporate Development, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
MBA, Accounting, Finance
Wentworth Military Academy/University of Central Missouri 1997 — 2001
Bachelor Of Science In Business Administration, Business Administration
Tom VanBuskirk, CFA Tom VanBuskirk, CFA's Cowen and Company Experience August 2010 - October 2011
Job Capital Markets Analyst at National Association of Insurance Commissioners (NAIC)
Industry Capital Markets
Experience
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
National Association of Insurance Commissioners (NAIC) September 2014 - Present
Sidoti & Company, LLC March 2012 - May 2014
Maxim Group November 2011 - March 2012
Cowen and Company August 2010 - October 2011
Sterne Agee August 2009 - July 2010
Argent Funds Group February 2008 - May 2009
McMahan Securities May 2002 - February 2008
Troy Asset Management LLC September 2001 - February 2002
Silverado Capital Management LLC May 1997 - September 2001
Union Bank of Switzerland March 1995 - February 1997
Skills
Hedge Funds, Equity Research, Equities, Fixed Income, Alternative Investments, Capital Markets, Trading, Securities, High Yield, Derivatives, Asset Management, Bonds, Structured Finance, Fundamental Analysis, Portfolio Management, Investments, ETFs, Equity Trading, Valuation, Bloomberg, Convertible Bonds, Series 7, Options, Equity Derivatives, Buy-side, Financial Modeling, Research, Capital Structure, Risk Arbitrage, Convertible Arbitrage, Credit Analysis, FINRA, Institutional sales, Event Driven, Fixed Income Research, Fixed Income Trading, Series 63, Series 24, Series 55, Series 87, Chartered Financial..., Equity Valuation, Relative Value, Financial Markets, Sell Side, Bloomberg Terminal, Investment Management, Special Situations, Small Cap, Equity Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Finance
City University of New York-Baruch College 1982 — 1987
BBA, Finance and Investments
Bronx High School of Science 1976 — 1980
David Carrasquillo David Carrasquillo's Cowen and Company Experience July 1986 - July 1987
Job Client Service Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 1989 - Present
Lewco Securities Corp July 1987 - July 1989
Cowen and Company July 1986 - July 1987
Skills
Fixed Income, Global Custody, Superior Client Service, Financial Accounting, Online Product Launches, Team Leadership, Process Champion, Securities, Bloomberg Terminal, Microsoft Excel, Cash Management, Performance Metrics, Account Management, Banking, Account Reconciliation, Interest Calculation, Pilot Projects, Creative Problem Solving, Transition Management, Troubleshooting, Accounting, Asset Management, Bloomberg, CRM, Client Services, Credit, Customer Service, Equities, Financial Analysis, Financial Services, Management, Program Management, Risk Management
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Business Administration and Management, General
J.P. Morgan July 1989 - Present
Lewco Securities Corp July 1987 - July 1989
Cowen and Company July 1986 - July 1987
Skills
Fixed Income, Global Custody, Superior Client Service, Financial Accounting, Online Product Launches, Team Leadership, Process Champion, Securities, Bloomberg Terminal, Microsoft Excel, Cash Management, Performance Metrics, Account Management, Banking, Account Reconciliation, Interest Calculation, Pilot Projects, Creative Problem Solving, Transition Management, Troubleshooting, Accounting, Asset Management, Bloomberg, CRM, Client Services, Credit, Customer Service, Equities, Financial Analysis, Financial Services, Management, Program Management, Risk Management
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Business Administration and Management, General
Danielle Labonia's Cowen and Company Experience February 2013 - Present
Job Institutional Equity Sales at Cowen
Industry Investment Banking
Experience
Cowen and Company February 2013 - Present
Macquarie Bank May 2010 - January 2013
Hachette Filipacchi Media October 2008 - August 2009
Education
Boston College 2003 — 2007
BA, English, Romance Languages
Montville Township High School 1999 — 2003
Cowen and Company February 2013 - Present
Macquarie Bank May 2010 - January 2013
Hachette Filipacchi Media October 2008 - August 2009
Education
Boston College 2003 — 2007
BA, English, Romance Languages
Montville Township High School 1999 — 2003
Claudio Martino Claudio Martino's Cowen and Company Experience May 2015 - Present
Job Videographer at Cowen and Company
Industry Broadcast Media
Experience
Cowen and Company May 2015 - Present
Brooklyn College October 2014 - Present
GLASS: The UrbanGlass Art Quarterly September 2014 - December 2014
Barnes & Noble August 2012 - October 2014
ReviewFix.Com March 2012 - July 2013
Brooklyn News Service February 2013 - May 2013
Skills
Editing, Final Cut Pro, Video Editing, Photoshop, News Writing, Feature Articles, Reviews, Drawing, Debate, Group Discussions, Camera Operating, Television Directing, Assistant Directing, Audacity, Broadcast Journalism, Sketchbook Pro, Storyboarding, Sound Editing, Video Production, Blogging, Creative Writing, Social Media, Facebook, PowerPoint
Education
City University of New York-Brooklyn College 2010 — 2015
Bachelor’s Degree, Journalism
City University of New York-Brooklyn College 2010 — 2015
Bachelor’s Degree, Radio and Television
Cowen and Company May 2015 - Present
Brooklyn College October 2014 - Present
GLASS: The UrbanGlass Art Quarterly September 2014 - December 2014
Barnes & Noble August 2012 - October 2014
ReviewFix.Com March 2012 - July 2013
Brooklyn News Service February 2013 - May 2013
Skills
Editing, Final Cut Pro, Video Editing, Photoshop, News Writing, Feature Articles, Reviews, Drawing, Debate, Group Discussions, Camera Operating, Television Directing, Assistant Directing, Audacity, Broadcast Journalism, Sketchbook Pro, Storyboarding, Sound Editing, Video Production, Blogging, Creative Writing, Social Media, Facebook, PowerPoint
Education
City University of New York-Brooklyn College 2010 — 2015
Bachelor’s Degree, Journalism
City University of New York-Brooklyn College 2010 — 2015
Bachelor’s Degree, Radio and Television
Jake Colognesi's Cowen and Company Experience 2005 - 2007
Job Vice President, Volition Capital
Industry Venture Capital & Private Equity
Experience
Volition Capital July 2011 - Present
Jazz Performance Recruiting August 2014 - Present
Vibes May 2014 - Present
Chewy.com April 2014 - Present
LoanLogics, Inc. November 2013 - Present
Fidelity Ventures 2007 - 2009
Cowen and Company 2005 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colby College 2001 — 2005
B.A., Economics
Volition Capital July 2011 - Present
Jazz Performance Recruiting August 2014 - Present
Vibes May 2014 - Present
Chewy.com April 2014 - Present
LoanLogics, Inc. November 2013 - Present
Fidelity Ventures 2007 - 2009
Cowen and Company 2005 - 2007
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colby College 2001 — 2005
B.A., Economics
Teresa Contreras Teresa Contreras's Cowen and Company Experience July 1996 - June 2002
Job Independent Consultant
Industry Financial Services
Experience
Independent Consultant May 2015 - Present
Cetera Financial Group October 2012 - December 2014
Cetera Financial Group September 2006 - October 2012
ING Advisors Network April 2003 - September 2006
Cowen and Company July 1996 - June 2002
State Farm Insurance June 1985 - May 1995
Skills
Business Analysis, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Visio, Microsoft Word, Outlook, Administrative..., Requirements Analysis, Disaster Recovery, Life Insurance, Management, Databases, Finance
Education
California State University-Long Beach - College of Business Administration 2006 — 2009
Management Information System, Management Information Systems, General
Los Angeles Harbor College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Independent Consultant May 2015 - Present
Cetera Financial Group October 2012 - December 2014
Cetera Financial Group September 2006 - October 2012
ING Advisors Network April 2003 - September 2006
Cowen and Company July 1996 - June 2002
State Farm Insurance June 1985 - May 1995
Skills
Business Analysis, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Visio, Microsoft Word, Outlook, Administrative..., Requirements Analysis, Disaster Recovery, Life Insurance, Management, Databases, Finance
Education
California State University-Long Beach - College of Business Administration 2006 — 2009
Management Information System, Management Information Systems, General
Los Angeles Harbor College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Wade Sias Wade Sias's Cowen and Company Experience June 2015 - August 2015
Job Master's in Finance Candidate at Claremont McKenna College
Industry Financial Services
Experience
Cowen and Company June 2015 - August 2015
FMV Opinions, Inc. February 2015 - May 2015
Ossola Wealth Mangement- Wells Fargo Advisors February 2013 - December 2014
Tapit By Phunware, Inc. July 2013 - January 2014
Pacific Basin Research Center January 2013 - August 2013
Fountain Valley H.S. Varsity Soccer February 2010 - February 2012
Skills
Social Media, Microsoft Excel, Research, Editing, Data Analysis, PowerPoint, Finance, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Windows, Advertising, Accounting, Customer Service, Photoshop, HTML, Java, English, Team Leadership, Dedication to..., Writing, Tactical Asset..., Personal Financial..., Mutual Funds, ETFs, Analysis, Leadership, Investments, Time Management, Wealth Management, Financial Analysis, Equity Research
Education
Claremont McKenna College
Master's Degree, Finance, General
Chapman University 2013 — 2015
Bachelor of Science Business Administration (BS.BUAD.F), Finance, 3.73
University of Auckland 2014 — 2014
Semester Abroad, Finance
Soka University of America 2012 — 2013
Bachelor of the Arts, Liberal Arts, 3.95
Fountain Valley High School 2008 — 2012
Cowen and Company June 2015 - August 2015
FMV Opinions, Inc. February 2015 - May 2015
Ossola Wealth Mangement- Wells Fargo Advisors February 2013 - December 2014
Tapit By Phunware, Inc. July 2013 - January 2014
Pacific Basin Research Center January 2013 - August 2013
Fountain Valley H.S. Varsity Soccer February 2010 - February 2012
Skills
Social Media, Microsoft Excel, Research, Editing, Data Analysis, PowerPoint, Finance, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Windows, Advertising, Accounting, Customer Service, Photoshop, HTML, Java, English, Team Leadership, Dedication to..., Writing, Tactical Asset..., Personal Financial..., Mutual Funds, ETFs, Analysis, Leadership, Investments, Time Management, Wealth Management, Financial Analysis, Equity Research
Education
Claremont McKenna College
Master's Degree, Finance, General
Chapman University 2013 — 2015
Bachelor of Science Business Administration (BS.BUAD.F), Finance, 3.73
University of Auckland 2014 — 2014
Semester Abroad, Finance
Soka University of America 2012 — 2013
Bachelor of the Arts, Liberal Arts, 3.95
Fountain Valley High School 2008 — 2012
Erika Leard Erika Leard's Cowen and Company Experience May 2013 - August 2013
Job Consultant at Beacon Hill Staffing Group
Industry Staffing and Recruiting
Experience
Beacon Hill Financial May 2014 - Present
Cowen and Company May 2013 - August 2013
PGR Media January 2012 - May 2012
Paraclete Foundation May 2011 - August 2011
Skills
Social Media, Social Networking, PowerPoint, Social Media Marketing, Marketing Communications, Media Planning, Market Research, Advertising, Data Analysis, Financial Analysis, Recruiting, Consulting
Education
Manhattan College 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance
Boston Latin School 2006 — 2010
Beacon Hill Financial May 2014 - Present
Cowen and Company May 2013 - August 2013
PGR Media January 2012 - May 2012
Paraclete Foundation May 2011 - August 2011
Skills
Social Media, Social Networking, PowerPoint, Social Media Marketing, Marketing Communications, Media Planning, Market Research, Advertising, Data Analysis, Financial Analysis, Recruiting, Consulting
Education
Manhattan College 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance
Boston Latin School 2006 — 2010
Simos Simeonidis, PhD, MBA Simos Simeonidis, PhD, MBA's Cowen and Company Experience March 2011 - July 2014
Job Managing Director/Senior Biotech Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2014 - Present
Cowen and Company March 2011 - July 2014
Rodman & Renshaw November 2008 - March 2011
First Albany Capital March 2007 - July 2008
Morgan Stanley 2006 - 2007
Novartis 2005 - 2006
Harvard Medical School 2001 - 2003
Skills
Equity Valuation, Biotechnology, Equity Research, Finance, Molecular Biology, Valuation, Financial Modeling, Due Diligence, Corporate Development, Investment Banking, Equities, Lifesciences, Capital Markets, Emerging Markets, Entrepreneurship, Hedge Funds, IPO, Investments, M, Mergers, Pharmaceutical Industry, Private Placements, Series 7
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Biotechnology/Pharmaceuticals Finance and Management
Harvard Medical School 1999 — 2001
Post-doctoral fellowship, Molecular Biology
Columbia University College of Physicians and Surgeons 1995 — 1999
M.A., M.Phil., Ph.D., Molecular Biology
Loyola University Chicago 1989 — 1993
B.S., Biology
City Colleges of Chicago-Harold Washington College 1988 — 1989
(formerly Loop College) introductory college courses
Concordia University Chicago 1988 — 1988
ESL (English as a Second Language)
Varvakeios Protypos Sxoli
RBC Capital Markets July 2014 - Present
Cowen and Company March 2011 - July 2014
Rodman & Renshaw November 2008 - March 2011
First Albany Capital March 2007 - July 2008
Morgan Stanley 2006 - 2007
Novartis 2005 - 2006
Harvard Medical School 2001 - 2003
Skills
Equity Valuation, Biotechnology, Equity Research, Finance, Molecular Biology, Valuation, Financial Modeling, Due Diligence, Corporate Development, Investment Banking, Equities, Lifesciences, Capital Markets, Emerging Markets, Entrepreneurship, Hedge Funds, IPO, Investments, M, Mergers, Pharmaceutical Industry, Private Placements, Series 7
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Biotechnology/Pharmaceuticals Finance and Management
Harvard Medical School 1999 — 2001
Post-doctoral fellowship, Molecular Biology
Columbia University College of Physicians and Surgeons 1995 — 1999
M.A., M.Phil., Ph.D., Molecular Biology
Loyola University Chicago 1989 — 1993
B.S., Biology
City Colleges of Chicago-Harold Washington College 1988 — 1989
(formerly Loop College) introductory college courses
Concordia University Chicago 1988 — 1988
ESL (English as a Second Language)
Varvakeios Protypos Sxoli
Eric Messenger Eric Messenger's Cowen and Company Experience March 2007 - December 2009
Job Senior Associate at Royal Bank of Scotland
Industry Banking
Experience
Royal Bank of Scotland January 2010 - August 2013
Cowen and Company March 2007 - December 2009
PwC June 2006 - March 2007
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Portfolio Management, Financial Modeling, Healthcare Corporate..., Healthcare Investment..., Reverse Mergers, Splits, Relationship Management, Strategy, Start-ups, Strategic Planning, Cross Functional..., Strategic Partnerships, Management, Business Development
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Arizona State University 2002 — 2006
Bachelor of Science (BS), Business Management
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (BS), Accountancy
Royal Bank of Scotland January 2010 - August 2013
Cowen and Company March 2007 - December 2009
PwC June 2006 - March 2007
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Portfolio Management, Financial Modeling, Healthcare Corporate..., Healthcare Investment..., Reverse Mergers, Splits, Relationship Management, Strategy, Start-ups, Strategic Planning, Cross Functional..., Strategic Partnerships, Management, Business Development
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Arizona State University 2002 — 2006
Bachelor of Science (BS), Business Management
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (BS), Accountancy
Hans von der Luft Hans von der Luft's Cowen and Company Experience 1992 - 1996
Job Math Teacher, Healthcare Portfolio Manager/Analyst, Financial Services
Industry Financial Services
Experience
Boston Public Schools 2014 - 2015
BNY Mellon 2001 - 2013
KeyBanc Capital Markets - McDonald Investments 1998 - 2001
RBC Capital Markets 1996 - 1998
Cowen and Company 1992 - 1996
Skills
Teaching, Mathematics, Equities, Equity Research, Mutual Funds, Research, Hedge Funds, Management, Funding, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Coaching, Biotechnology Industry, Healthcare Industry, Pharmaceutical Industry, Medical Devices, Healthcare Reimbursement, Consumer Healthcare, Historic Preservation, Cycling, Skiing, Photography, Running, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 1983 — 1987
Bachelor of Arts (B.A.), Economics
The Hill School 1981 — 1983
High School
The International School of Geneva (Ecolint) 1978 — 1981
Boston Public Schools 2014 - 2015
BNY Mellon 2001 - 2013
KeyBanc Capital Markets - McDonald Investments 1998 - 2001
RBC Capital Markets 1996 - 1998
Cowen and Company 1992 - 1996
Skills
Teaching, Mathematics, Equities, Equity Research, Mutual Funds, Research, Hedge Funds, Management, Funding, Microsoft Excel, Portfolio Management, Investments, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint, Coaching, Biotechnology Industry, Healthcare Industry, Pharmaceutical Industry, Medical Devices, Healthcare Reimbursement, Consumer Healthcare, Historic Preservation, Cycling, Skiing, Photography, Running, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Lafayette College 1983 — 1987
Bachelor of Arts (B.A.), Economics
The Hill School 1981 — 1983
High School
The International School of Geneva (Ecolint) 1978 — 1981
Ashley Henderson Ashley Henderson's Cowen and Company Experience September 2007 - May 2010
Job Business Development & Marketing Coordination
Industry Design
Experience
Steinberg February 2013 - May 2015
ArcSon Design October 2011 - February 2015
Imperial Capital, LLC August 2010 - February 2013
Cowen and Company September 2007 - May 2010
Lawrence Livermore National Laboratory October 2004 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Adobe Creative Suite, Outlook, Livelink, PeopleSoft, Interaction, Lotus Notes, Dreamweaver, Interior Design, Rendering, Adobe Acrobat, Interior Architecture, Project Management, Event Management, Photoshop, Management, Illustrator, Furniture, SketchUp, Revit, Design Research, Space Planning, Sketching, InDesign, Sustainable Design, Advertising, Sales, Architectural Design, Social Media, Graphic Design, Customer Service, Concept Design, Photography, Research, Marketing, Budgets, Strategic Planning, Event Planning
Education
Academy of Art University 2008 — 2012
Bachelor of Fine Arts (BFA), Interior Architecture and Design
Las Positas College
Steinberg February 2013 - May 2015
ArcSon Design October 2011 - February 2015
Imperial Capital, LLC August 2010 - February 2013
Cowen and Company September 2007 - May 2010
Lawrence Livermore National Laboratory October 2004 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Adobe Creative Suite, Outlook, Livelink, PeopleSoft, Interaction, Lotus Notes, Dreamweaver, Interior Design, Rendering, Adobe Acrobat, Interior Architecture, Project Management, Event Management, Photoshop, Management, Illustrator, Furniture, SketchUp, Revit, Design Research, Space Planning, Sketching, InDesign, Sustainable Design, Advertising, Sales, Architectural Design, Social Media, Graphic Design, Customer Service, Concept Design, Photography, Research, Marketing, Budgets, Strategic Planning, Event Planning
Education
Academy of Art University 2008 — 2012
Bachelor of Fine Arts (BFA), Interior Architecture and Design
Las Positas College
Chris Barkauskas Chris Barkauskas's Cowen and Company Experience June 1996 - June 2004
Job Managing Director at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities April 2012 - Present
Morgan Keegan May 2008 - April 2012
Banc of America Securities January 2005 - January 2008
Cowen and Company June 1996 - June 2004
SoundView Technology Group 2004 - 2004
Skills
Financial Markets, Equities, Hedge Funds, Alternative Investments, Capital Markets, Sales, Series 7, Series 63, Client Relationship..., Investments, Investment Management, Financial Services, Equity Research, CRM, Marketing Research, Idea Generation, Finance, Team-oriented, Asset Management, Financial Modeling, Valuation, Product Management, Securities
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.)
London School of Economics and Political Science 1994 — 1994
Univerzita Karlova v Praze 1992 — 1992
JMP Securities April 2012 - Present
Morgan Keegan May 2008 - April 2012
Banc of America Securities January 2005 - January 2008
Cowen and Company June 1996 - June 2004
SoundView Technology Group 2004 - 2004
Skills
Financial Markets, Equities, Hedge Funds, Alternative Investments, Capital Markets, Sales, Series 7, Series 63, Client Relationship..., Investments, Investment Management, Financial Services, Equity Research, CRM, Marketing Research, Idea Generation, Finance, Team-oriented, Asset Management, Financial Modeling, Valuation, Product Management, Securities
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.)
London School of Economics and Political Science 1994 — 1994
Univerzita Karlova v Praze 1992 — 1992
Corinne Bortniker's Cowen and Company Experience July 2015 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2015 - Present
Self Employed May 2011 - June 2015
Cowen and Company June 2014 - August 2014
SiriusDecisions June 2013 - December 2013
ClaudiaChan.com January 2013 - June 2013
Self-employed 2013 - May 2013
Skills
Computers: Mac format, Salesforce.com, Eloqua, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Social Media (LinkedIn,..., Microsoft Office, Customer Service, PowerPoint, Social Media
Education
Brandeis University 2011 — 2015
Bachelor of Arts in Business, Psychology
Cowen and Company July 2015 - Present
Self Employed May 2011 - June 2015
Cowen and Company June 2014 - August 2014
SiriusDecisions June 2013 - December 2013
ClaudiaChan.com January 2013 - June 2013
Self-employed 2013 - May 2013
Skills
Computers: Mac format, Salesforce.com, Eloqua, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Social Media (LinkedIn,..., Microsoft Office, Customer Service, PowerPoint, Social Media
Education
Brandeis University 2011 — 2015
Bachelor of Arts in Business, Psychology
Bill Skarinka's Cowen and Company Experience 2010 - 2012
Job Vice President at General Catalyst Partners
Industry Venture Capital & Private Equity
Experience
General Catalyst Partners March 2012 - Present
General Catalyst 2014 - 2015
Cowen and Company 2010 - 2012
Skills
Valuation, Private Equity, Strategic Planning, Corporate Development, Financial Modeling, M&A experience, Venture Capital, Mergers & Acquisitions, Business Development, Due Diligence, Capital IQ
Education
Bowdoin College
General Catalyst Partners March 2012 - Present
General Catalyst 2014 - 2015
Cowen and Company 2010 - 2012
Skills
Valuation, Private Equity, Strategic Planning, Corporate Development, Financial Modeling, M&A experience, Venture Capital, Mergers & Acquisitions, Business Development, Due Diligence, Capital IQ
Education
Bowdoin College
John Stanley's Cowen and Company Experience July 2011 - December 2013
Job Investment Banking Associate at Lazard
Industry Investment Banking
Experience
Lazard November 2014 - Present
Lazard January 2014 - October 2014
Cowen and Company July 2011 - December 2013
BNY Mellon June 2010 - August 2010
Boston College January 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Due Diligence, Software, Financial Modeling, Finance, Private Equity, Equities
Education
Boston College 2007 — 2011
Bachelor of Science (BS)
Carroll School of Management 2007 — 2011
Bachelor of Science, Management; Finance and Accounting
Lazard November 2014 - Present
Lazard January 2014 - October 2014
Cowen and Company July 2011 - December 2013
BNY Mellon June 2010 - August 2010
Boston College January 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Due Diligence, Software, Financial Modeling, Finance, Private Equity, Equities
Education
Boston College 2007 — 2011
Bachelor of Science (BS)
Carroll School of Management 2007 — 2011
Bachelor of Science, Management; Finance and Accounting
Matthew Brochu's Cowen and Company Experience February 2011 - June 2013
Job Investment Banking at Cowen and Company
Industry Financial Services
Experience
TJX February 2014 - Present
Cowen and Company February 2011 - June 2013
Benning Associates LLC August 2009 - February 2011
Covington Associates November 2007 - January 2009
A.G. Edwards & Sons, Inc. June 2007 - November 2007
Fidelity Investments May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Investors Capital Corporation May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Mutual Funds, Finance, Capital Raising, Capital Markets, Due Diligence, Private Equity
Education
Babson College 2003 — 2007
BBA, Finance
TJX February 2014 - Present
Cowen and Company February 2011 - June 2013
Benning Associates LLC August 2009 - February 2011
Covington Associates November 2007 - January 2009
A.G. Edwards & Sons, Inc. June 2007 - November 2007
Fidelity Investments May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Investors Capital Corporation May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Mutual Funds, Finance, Capital Raising, Capital Markets, Due Diligence, Private Equity
Education
Babson College 2003 — 2007
BBA, Finance
Leonard Sheer's Cowen and Company Experience June 2010 - February 2015
Job Managing Director, Global Head of Debt Capital Markets at Piper Jaffray
Industry Banking
Experience
Piper Jaffray February 2015 - Present
Cowen and Company June 2010 - February 2015
Gleacher & Company April 2009 - May 2010
Pardus Capital June 2007 - March 2009
Lehman Brothers January 2006 - June 2007
BNY Mellon January 2000 - December 2005
Fieldstone Private Capital Group Ltd 1996 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Private Equity, Valuation, Management
Education
Babson College 1992 — 1996
Warwick Veterans Memorial High School
Piper Jaffray February 2015 - Present
Cowen and Company June 2010 - February 2015
Gleacher & Company April 2009 - May 2010
Pardus Capital June 2007 - March 2009
Lehman Brothers January 2006 - June 2007
BNY Mellon January 2000 - December 2005
Fieldstone Private Capital Group Ltd 1996 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Private Equity, Valuation, Management
Education
Babson College 1992 — 1996
Warwick Veterans Memorial High School
Gregory Floyd's Cowen and Company Experience July 2002 - June 2005
Job Principal at Yenni Capital Inc.
Industry Venture Capital & Private Equity
Experience
Yenni Capital Inc. 2013 - Present
Trinity Equity Investors, LLC (f/k/a Cowen Capital Partners) 2005 - 2013
Brightwood Capital 2010 - 2012
Cowen and Company July 2002 - June 2005
Skills
Investment Banking, Investments, LBO, Private Equity, Valuation, Capital Markets, Corporate Development, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Venture Capital, Financial Modeling, Due Diligence, Financial Structuring, Mergers & Acquisitions, Corporate Finance, Start-ups, Leveraged Finance, Structured Finance, Finance, Growth Capital, Capital
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Economics and Finance
Yenni Capital Inc. 2013 - Present
Trinity Equity Investors, LLC (f/k/a Cowen Capital Partners) 2005 - 2013
Brightwood Capital 2010 - 2012
Cowen and Company July 2002 - June 2005
Skills
Investment Banking, Investments, LBO, Private Equity, Valuation, Capital Markets, Corporate Development, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Venture Capital, Financial Modeling, Due Diligence, Financial Structuring, Mergers & Acquisitions, Corporate Finance, Start-ups, Leveraged Finance, Structured Finance, Finance, Growth Capital, Capital
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Economics and Finance
Arthur Ross Arthur Ross's Cowen and Company Experience June 2013 - July 2015
Job Vice President of Business Development
Industry Biotechnology
Experience
Fortress Biotech July 2015 - Present
Cowen and Company June 2013 - July 2015
Roth Capital Partners July 2010 - June 2013
Analyst Exchange Program, New York School of Finance July 2012 - July 2012
VITA July 2006 - July 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Investment Banking, Capital Markets, Valuation, Financial Structuring, Equities, Corporate Finance, Series 7, Due Diligence, Economics, Mergers, Banking, Investments, Equity Valuation, Capital IQ, Series 63, Mergers & Acquisitions
Education
Colgate University 2006 — 2010
Bachelor of Science (BS), Mathematical Economics
Lake Forest High School 2002 — 2006
Fortress Biotech July 2015 - Present
Cowen and Company June 2013 - July 2015
Roth Capital Partners July 2010 - June 2013
Analyst Exchange Program, New York School of Finance July 2012 - July 2012
VITA July 2006 - July 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg Terminal, Investment Banking, Capital Markets, Valuation, Financial Structuring, Equities, Corporate Finance, Series 7, Due Diligence, Economics, Mergers, Banking, Investments, Equity Valuation, Capital IQ, Series 63, Mergers & Acquisitions
Education
Colgate University 2006 — 2010
Bachelor of Science (BS), Mathematical Economics
Lake Forest High School 2002 — 2006
Jonathen Zauderer Jonathen Zauderer's Cowen and Company Experience December 1988 - March 2000
Job
Industry Financial Services
Experience
Credit Suisse February 2010 - Present
Wedbush Securities June 2009 - January 2010
Citi March 2000 - June 2009
Cowen and Company December 1988 - March 2000
Skills
Portfolio Management, Equity Research, Investment Banking, Equities, Capital Markets, Financial Modeling, Investments, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Emerging Markets
Education
Baruch College 1984 — 1987
Bachelor of Business Administration (BBA), Finance & Investments
Credit Suisse February 2010 - Present
Wedbush Securities June 2009 - January 2010
Citi March 2000 - June 2009
Cowen and Company December 1988 - March 2000
Skills
Portfolio Management, Equity Research, Investment Banking, Equities, Capital Markets, Financial Modeling, Investments, Valuation, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Emerging Markets
Education
Baruch College 1984 — 1987
Bachelor of Business Administration (BBA), Finance & Investments
Jack Carrier Jack Carrier's Cowen and Company Experience July 2015 - Present
Job Investment Banking Analyst at Cowen and Company
Industry Banking
Experience
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
Skills
Spreadsheet Modeling, PowerPoint, Mathematica
Education
Bowdoin College 2011 — 2015
BA Mathematics, Minor Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
Cohasset High School 2007 — 2011
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
Skills
Spreadsheet Modeling, PowerPoint, Mathematica
Education
Bowdoin College 2011 — 2015
BA Mathematics, Minor Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
Cohasset High School 2007 — 2011
Robert Sine Robert Sine's Cowen and Company Experience February 2013 - Present
Job Director in Equity Capital Markets at Cowen and Company
Industry Financial Services
Experience
Cowen and Company February 2013 - Present
Cowen and Company July 2011 - February 2013
Rodman & Renshaw February 2006 - June 2011
Aprilante & Bomba Inc April 2005 - February 2006
Skills
Investment Banking, Equities, Series 7, Trading, Capital Markets, Bloomberg, Securities, Series 63, Alternative Investments, Hedge Funds, Equity Valuation, Equity Research, Equity Trading, Equity Capital Markets
Education
Clemson University 2000 — 2004
Finance
University of Richmond 1999 — 1999
Cowen and Company February 2013 - Present
Cowen and Company July 2011 - February 2013
Rodman & Renshaw February 2006 - June 2011
Aprilante & Bomba Inc April 2005 - February 2006
Skills
Investment Banking, Equities, Series 7, Trading, Capital Markets, Bloomberg, Securities, Series 63, Alternative Investments, Hedge Funds, Equity Valuation, Equity Research, Equity Trading, Equity Capital Markets
Education
Clemson University 2000 — 2004
Finance
University of Richmond 1999 — 1999
Patrick E. Flanigan III's Cowen and Company Experience May 1998 - March 2000
Job Vice President, Investor Relations at Celgene
Industry Biotechnology
Experience
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Celgene August 2011 - Present
Genzyme August 2007 - May 2011
WR Hambrecht + Co June 2005 - June 2007
Fulcrum Global Partners July 2004 - April 2005
Adams Harkness March 2000 - June 2004
Cowen and Company May 1998 - March 2000
Skills
Investor Relations, Equity Research, Mergers, Corporate Development, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Competitive Analysis, Corporate Finance, Emerging Markets, Venture Capital, Strategy, Acquisition Integration
Education
Boston College 1995 — 1998
BA, Economics & Political Science
Glencoe
Andrew Fatch Andrew Fatch's Cowen and Company Experience July 2013 - August 2015
Job Associate at Goode Partners
Industry Financial Services
Experience
Goode Partners August 2015 - Present
Cowen and Company July 2013 - August 2015
Cowen and Company June 2012 - August 2012
Sagient Research July 2010 - March 2012
Callan Capital February 2010 - July 2010
PCG Capital Partners September 2009 - February 2010
Smith Barney June 2008 - September 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Due Diligence, Investment Banking, Bloomberg, Economics, Data Analysis, Microsoft Excel, Market Analysis, Forecasting, Charity Work, Equities
Education
Claremont McKenna College 2012 — 2013
Master's, Finance
University of California, San Diego
BA, Economics
University of California, San Diego Extension
Professional Certificate, Financial Analysis
Ukiah High School
Goode Partners August 2015 - Present
Cowen and Company July 2013 - August 2015
Cowen and Company June 2012 - August 2012
Sagient Research July 2010 - March 2012
Callan Capital February 2010 - July 2010
PCG Capital Partners September 2009 - February 2010
Smith Barney June 2008 - September 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Due Diligence, Investment Banking, Bloomberg, Economics, Data Analysis, Microsoft Excel, Market Analysis, Forecasting, Charity Work, Equities
Education
Claremont McKenna College 2012 — 2013
Master's, Finance
University of California, San Diego
BA, Economics
University of California, San Diego Extension
Professional Certificate, Financial Analysis
Ukiah High School
Tony DiPaolo Tony DiPaolo's Cowen and Company Experience June 2005 - December 2008
Job IT Project Manager North Chicago Suburbs or Southeastern Wisconsin
Industry Information Technology and Services
Experience
AbbVie February 2015 - Present
HSBC August 2012 - December 2014
Johnson Controls March 2011 - August 2012
Wells Fargo January 2010 - November 2010
Aviva USA February 2009 - December 2009
Cowen and Company June 2005 - December 2008
Deutsche Bank June 2000 - June 2005
ING Investment Banking June 1997 - June 2000
Skills
Data Center, Requirements Gathering, Scope Management, Vendor Relationships, Vendor Management, Disaster Recovery, ITIL, SDLC, Business Analysis, PMP, Integration, IT Service Management, Resource Management, Project Management, Program Management, MS Project, Project Portfolio..., Outsourcing, Software Documentation, Cross-functional Team..., PMO, Troubleshooting, Visio
Education
Buena Vista University
Technology Management, Bachelor's in Technology Management, 4.0
New York Institute of Technology-Old Westbury
Telecommunications Management
United States Air Force Training Command
Telecommunications Engineering
AbbVie February 2015 - Present
HSBC August 2012 - December 2014
Johnson Controls March 2011 - August 2012
Wells Fargo January 2010 - November 2010
Aviva USA February 2009 - December 2009
Cowen and Company June 2005 - December 2008
Deutsche Bank June 2000 - June 2005
ING Investment Banking June 1997 - June 2000
Skills
Data Center, Requirements Gathering, Scope Management, Vendor Relationships, Vendor Management, Disaster Recovery, ITIL, SDLC, Business Analysis, PMP, Integration, IT Service Management, Resource Management, Project Management, Program Management, MS Project, Project Portfolio..., Outsourcing, Software Documentation, Cross-functional Team..., PMO, Troubleshooting, Visio
Education
Buena Vista University
Technology Management, Bachelor's in Technology Management, 4.0
New York Institute of Technology-Old Westbury
Telecommunications Management
United States Air Force Training Command
Telecommunications Engineering
Nance McQuigg Nance McQuigg's Cowen and Company Experience January 2004 - December 2011
Job Assistant Vice President, Compliance, Citi
Industry Financial Services
Experience
Citi November 2012 - Present
Cowen and Company January 2004 - December 2011
Skills
Photoshop, PowerPoint, Research, Strategic Planning, Graphic Design, Advertising, Creative Writing, Social Media, Microsoft Excel, Adobe Acrobat, Microsoft Office, Illustrator, Microsoft Word
Education
Central Methodist College 1973 — 1977
BSE, English, Education
Citi November 2012 - Present
Cowen and Company January 2004 - December 2011
Skills
Photoshop, PowerPoint, Research, Strategic Planning, Graphic Design, Advertising, Creative Writing, Social Media, Microsoft Excel, Adobe Acrobat, Microsoft Office, Illustrator, Microsoft Word
Education
Central Methodist College 1973 — 1977
BSE, English, Education
Kristin Orkney's Cowen and Company Experience 2008 - 2009
Job Head of Talent at Thrive Market
Industry Internet
Experience
Thrive Market September 2015 - Present
Salesforce 2015 - Present
RelateIQ 2013 - 2015
Glocap Search 2010 - 2013
Cowen and Company 2008 - 2009
Skills
Recruiting, Technical Recruiting, Start-ups, Venture Capital, Executive Search, Business Analysis, Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Valuation
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics and Accounting
Thrive Market September 2015 - Present
Salesforce 2015 - Present
RelateIQ 2013 - 2015
Glocap Search 2010 - 2013
Cowen and Company 2008 - 2009
Skills
Recruiting, Technical Recruiting, Start-ups, Venture Capital, Executive Search, Business Analysis, Private Equity, Financial Modeling, Due Diligence, Financial Analysis, Valuation
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics and Accounting
Daniel Yamron Daniel Yamron's Cowen and Company Experience 1994 - 1998
Job Ariane Capital Partners
Industry Capital Markets
Experience
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Mathias Weiden Mathias Weiden's Cowen and Company Experience July 2007 - June 2009
Job Pathways Operations Manager at Amazon | Wharton MBA
Industry Retail
Experience
Amazon July 2014 - Present
EDENS : Connective Retail June 2013 - August 2013
Kraft Sports Group May 2010 - June 2012
Cowen and Company July 2007 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Private Equity, Investments, Economics, Mergers & Acquisitions, Capital Markets, Competitive Analysis, Strategy, Operations Management, Leadership, Team Leadership, Cross-functional Team..., Coaching, Process Improvement, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Operations & Information Management, Real Estate
College of the Holy Cross 2003 — 2007
Bachelor's Degree, Economics
Amazon July 2014 - Present
EDENS : Connective Retail June 2013 - August 2013
Kraft Sports Group May 2010 - June 2012
Cowen and Company July 2007 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Due Diligence, Financial Analysis, Venture Capital, Private Equity, Investments, Economics, Mergers & Acquisitions, Capital Markets, Competitive Analysis, Strategy, Operations Management, Leadership, Team Leadership, Cross-functional Team..., Coaching, Process Improvement, Data Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Operations & Information Management, Real Estate
College of the Holy Cross 2003 — 2007
Bachelor's Degree, Economics
Daniel Hatten's Cowen and Company Experience August 2008 - April 2009
Job Residential Finance & Investments at Crescent Communities
Industry Real Estate
Experience
Crescent Communities, LLC August 2014 - Present
Avere Equity Advisors LLC December 2010 - July 2014
Tenet Healthcare January 2010 - December 2010
Cowen and Company August 2008 - April 2009
Piper Jaffray May 2007 - August 2007
Education
Indiana University - Kelley School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Baylor University 2001 — 2005
BA, Business Administration
Crescent Communities, LLC August 2014 - Present
Avere Equity Advisors LLC December 2010 - July 2014
Tenet Healthcare January 2010 - December 2010
Cowen and Company August 2008 - April 2009
Piper Jaffray May 2007 - August 2007
Education
Indiana University - Kelley School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Baylor University 2001 — 2005
BA, Business Administration
James Choe's Cowen and Company Experience 2011 - 2014
Job Investment Professional
Industry Financial Services
Experience
Cowen and Company 2011 - 2014
Oppenheimer 2010 - 2011
Merrill Lynch 2009 - 2009
Greylock McKinnon Associates 2005 - 2008
ECONorthwest 2002 - 2005
Skills
Equity Research, Valuation, Data Analysis, Bloomberg, Equities, SAS, Investment Banking, Stata, Microsoft Excel, Econometrics, Eviews, Python, Factset, ArcGIS, SQL, Survival Analysis, Web Development, Geospatial Data, MQTT, Objective-C, Go, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Economics and Accounting
Bowdoin College 1997 — 2001
AB, Computer Science/Mathematics and Economics
Cowen and Company 2011 - 2014
Oppenheimer 2010 - 2011
Merrill Lynch 2009 - 2009
Greylock McKinnon Associates 2005 - 2008
ECONorthwest 2002 - 2005
Skills
Equity Research, Valuation, Data Analysis, Bloomberg, Equities, SAS, Investment Banking, Stata, Microsoft Excel, Econometrics, Eviews, Python, Factset, ArcGIS, SQL, Survival Analysis, Web Development, Geospatial Data, MQTT, Objective-C, Go, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Economics and Accounting
Bowdoin College 1997 — 2001
AB, Computer Science/Mathematics and Economics
Dawn LaFontaine's Cowen and Company Experience 1986 - 1991
Job Freelance Business Writer at The Business Wordsmith
Industry Writing and Editing
Experience
The Business Wordsmith 1993 - Present
Steadman/Coles, Inc. Management Consultants 1991 - 1993
Cowen and Company 1986 - 1991
Skills
Editing, Newsletters, Proofreading, Publications, Publishing, Magazines, Freelance Writing, Social Media
Education
Brandeis University 1982 — 1986
The Business Wordsmith 1993 - Present
Steadman/Coles, Inc. Management Consultants 1991 - 1993
Cowen and Company 1986 - 1991
Skills
Editing, Newsletters, Proofreading, Publications, Publishing, Magazines, Freelance Writing, Social Media
Education
Brandeis University 1982 — 1986
Sarah Durand's Cowen and Company Experience July 2011 - August 2012
Job Director of Finance at University of Austin Marine Science Institute
Industry Accounting
Experience
The University of Texas at Austin October 2012 - Present
Cowen and Company July 2011 - August 2012
Groupe Alain Ducasse August 2008 - July 2011
Starwood Hotels & Resorts Worldwide, Inc. 2007 - 2008
Sofitel Luxury Hotels and Resorts 2006 - 2007
Skills
Accounting, Budgets, Financial Analysis, Microsoft Excel, Inventory Management, Account Reconciliation, Financial Reporting, Hotels, Auditing, Hospitality, Accounts Payable, Forecasting, Financial Services
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Master Degree, Accounting
Texas Tech University 2005 — 2006
Master Degree, Hospitality
EBP 2000 — 2004
Bachelor of Business Administration (B.B.A.)
The University of Texas at Austin October 2012 - Present
Cowen and Company July 2011 - August 2012
Groupe Alain Ducasse August 2008 - July 2011
Starwood Hotels & Resorts Worldwide, Inc. 2007 - 2008
Sofitel Luxury Hotels and Resorts 2006 - 2007
Skills
Accounting, Budgets, Financial Analysis, Microsoft Excel, Inventory Management, Account Reconciliation, Financial Reporting, Hotels, Auditing, Hospitality, Accounts Payable, Forecasting, Financial Services
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
Master Degree, Accounting
Texas Tech University 2005 — 2006
Master Degree, Hospitality
EBP 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Joe Feldman's Cowen and Company Experience 2004 - 2005
Job Managing Director at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group 2006 - Present
Cowen and Company 2004 - 2005
Bear Stearns 2000 - 2004
Saks Fifth Avenue 1993 - 1997
Skills
Hedge Funds, Valuation, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting
Brandeis University 1989 — 1993
BA, American Studies, Art History
Telsey Advisory Group 2006 - Present
Cowen and Company 2004 - 2005
Bear Stearns 2000 - 2004
Saks Fifth Avenue 1993 - 1997
Skills
Hedge Funds, Valuation, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting
Brandeis University 1989 — 1993
BA, American Studies, Art History
Tom Nikic, CFA's Cowen and Company Experience February 2010 - October 2011
Job VP Equity Research at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Wells Fargo Securities October 2015 - Present
Sterne Agee November 2011 - Present
Cowen and Company February 2010 - October 2011
Value Line March 2003 - February 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Markets, Investments
Education
State University of New York at Binghamton 1998 — 2002
Bachelor of Science (B.S.), Economic Analysis
Brian Leegan's Cowen and Company Experience June 2006 - November 2009
Job Executive Director Private Equity Tax at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Gleacher & Company, Inc. November 2009 - June 2013
Cowen and Company June 2006 - November 2009
Societe Generale April 2002 - June 2006
KPMG February 2001 - April 2002
PwC September 1998 - February 2001
Skills
Tax, Restructuring, Private Equity, Mergers, Management, Investment Banking, International Tax, Hedge Funds, Financial Reporting, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Accounting
Education
Fordham Gabelli School of Business 1996 — 1998
MS/MBA, Tax/Accounting
College of the Holy Cross 1990 — 1994
BA, History
University of Reading
University of Reading
J.P. Morgan July 2013 - Present
Gleacher & Company, Inc. November 2009 - June 2013
Cowen and Company June 2006 - November 2009
Societe Generale April 2002 - June 2006
KPMG February 2001 - April 2002
PwC September 1998 - February 2001
Skills
Tax, Restructuring, Private Equity, Mergers, Management, Investment Banking, International Tax, Hedge Funds, Financial Reporting, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Accounting
Education
Fordham Gabelli School of Business 1996 — 1998
MS/MBA, Tax/Accounting
College of the Holy Cross 1990 — 1994
BA, History
University of Reading
University of Reading
Erica Hall's Cowen and Company Experience July 2010 - October 2012
Job MBA/MA Candidate at the Wharton School and Lauder Institute
Industry Financial Services
Experience
Developing World Markets September 2012 - April 2014
Cowen and Company July 2010 - October 2012
Skills
Series 79, Series 63, Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (M.A.), International Studies
Bucknell University 2006 — 2010
Bachelor of Science in Business Administration, Management & French
Developing World Markets September 2012 - April 2014
Cowen and Company July 2010 - October 2012
Skills
Series 79, Series 63, Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (M.A.), International Studies
Bucknell University 2006 — 2010
Bachelor of Science in Business Administration, Management & French
Catherine Watters's Cowen and Company Experience 1995 - 1998
Job Account Executive at Voyager Insurance Services, LLC
Industry Financial Services
Experience
Voyager Insurance Services, LLC Equity Research AnalystCredit Suisse First Boston1998 - 2004
Credit Suisse 1998 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2001
Cowen and Company 1995 - 1998
Education
Bentley College 1996 — 1998
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Voyager Insurance Services, LLC Equity Research AnalystCredit Suisse First Boston1998 - 2004
Credit Suisse 1998 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2001
Cowen and Company 1995 - 1998
Education
Bentley College 1996 — 1998
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Steven Bucci's Cowen and Company Experience January 2013 - Present
Job Director Electronic Trading Group at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 2013 - Present
ITG March 2006 - December 2012
Merriman Curhan Ford and Company June 2005 - March 2006
LaBranche & Co. April 2003 - June 2005
ITG December 1996 - August 2003
Instinet Corporation November 1994 - December 1996
Skills
Capital Markets, Series 63, Trading, Securities, Bloomberg, Electronic Trading, Mutual Funds, Series 7, Sales, Trading Systems, Hedge Funds, Equities, Asset Management, Equity Trading, Investments, Alternative Investments, Financial Markets, Fixed Income, FINRA, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2006
MBA, Finance
Bates College 1989 — 1993
BS, Political Science
Cowen and Company January 2013 - Present
ITG March 2006 - December 2012
Merriman Curhan Ford and Company June 2005 - March 2006
LaBranche & Co. April 2003 - June 2005
ITG December 1996 - August 2003
Instinet Corporation November 1994 - December 1996
Skills
Capital Markets, Series 63, Trading, Securities, Bloomberg, Electronic Trading, Mutual Funds, Series 7, Sales, Trading Systems, Hedge Funds, Equities, Asset Management, Equity Trading, Investments, Alternative Investments, Financial Markets, Fixed Income, FINRA, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2006
MBA, Finance
Bates College 1989 — 1993
BS, Political Science
Augie Kristancic's Cowen and Company Experience November 2002 - Present
Job Institutional Equity Sales Cowen and Company
Industry Financial Services
Experience
Cowen and Company November 2002 - Present
Skills
Equities, Financial Modeling, Equity Research, Valuation, Capital Markets
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2001
MBA, Finance
Cleveland State University 1994 — 1998
Bachelor of Business Administration, Finance
Cowen and Company November 2002 - Present
Skills
Equities, Financial Modeling, Equity Research, Valuation, Capital Markets
Education
Case Western Reserve University - Weatherhead School of Management 1998 — 2001
MBA, Finance
Cleveland State University 1994 — 1998
Bachelor of Business Administration, Finance
Albert Compitello's Cowen and Company Experience 2006 - 2007
Job Owner, Momentum Resource Solutions
Industry Executive Office
Experience
Momentum Resource Solutions 2002 - Present
Cowen and Company 2006 - 2007
C.E. Unterberg, Towbin 2003 - 2005
Broadway Trading 2000 - 2001
Schroder and Co. 1985 - 2000
Skills
Business Development, Leadership, New Business Development, CRM, Strategy, Due Diligence, Investments, Management, Vendor Management, Enterprise Software, Technical Recruiting, Mergers & Acquisitions, Venture Capital, Negotiation
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
Momentum Resource Solutions 2002 - Present
Cowen and Company 2006 - 2007
C.E. Unterberg, Towbin 2003 - 2005
Broadway Trading 2000 - 2001
Schroder and Co. 1985 - 2000
Skills
Business Development, Leadership, New Business Development, CRM, Strategy, Due Diligence, Investments, Management, Vendor Management, Enterprise Software, Technical Recruiting, Mergers & Acquisitions, Venture Capital, Negotiation
Education
Baruch College, City University of New York (CUNY) 1979 — 1982
Matt Rovelli's Cowen and Company Experience March 2013 - Present
Job Managing Director, Head of Energy Investment Banking at Cowen and Company, LLC
Industry Investment Banking
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. November 2011 - March 2013
Dahlman Rose & Co. January 2007 - March 2013
Bear Stearns 2000 - 2006
Skills
Series 7, Series 63, Series 24, Capital Markets, Equities, Bloomberg, Equity Research, Investment Banking, Securities, Valuation, Financial Markets, Financial Modeling
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Economics
New Rochelle High School 1992 — 1996
Jones Graduate School of Business, Rice University
Jones Graduate School of Business, Rice University
Cowen and Company March 2013 - Present
Dahlman Rose & Co. November 2011 - March 2013
Dahlman Rose & Co. January 2007 - March 2013
Bear Stearns 2000 - 2006
Skills
Series 7, Series 63, Series 24, Capital Markets, Equities, Bloomberg, Equity Research, Investment Banking, Securities, Valuation, Financial Markets, Financial Modeling
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Economics
New Rochelle High School 1992 — 1996
Jones Graduate School of Business, Rice University
Jones Graduate School of Business, Rice University
Alex Matskovsky's Cowen and Company Experience March 2006 - February 2013
Job Database Architect / Development at Goodway Group
Industry Investment Banking
Experience
Goodway Group October 2013 - Present
Cowen and Company March 2006 - February 2013
Barnes & Noble February 2002 - March 2006
Wellington Consulting Company Inc. 2001 - 2002
Wellington Consulting 2001 - 2002
Paradigm Software Technologies February 1996 - July 2001
Skills
SQL, Microsoft SQL Server, XML, C#, SDLC, Oracle, .NET, Java, Business Analysis, Perl, Requirements Gathering, Databases, Requirements Analysis, ASP.NET, Unix, Integration, Software Development, HTML, Sybase, VBA, Testing, Visual Basic, SSIS, Programming, Unix Shell Scripting, Web Applications, VB.NET, Software Project..., Database Design, C++, Servlets, Shell Scripting
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1990
Goodway Group October 2013 - Present
Cowen and Company March 2006 - February 2013
Barnes & Noble February 2002 - March 2006
Wellington Consulting Company Inc. 2001 - 2002
Wellington Consulting 2001 - 2002
Paradigm Software Technologies February 1996 - July 2001
Skills
SQL, Microsoft SQL Server, XML, C#, SDLC, Oracle, .NET, Java, Business Analysis, Perl, Requirements Gathering, Databases, Requirements Analysis, ASP.NET, Unix, Integration, Software Development, HTML, Sybase, VBA, Testing, Visual Basic, SSIS, Programming, Unix Shell Scripting, Web Applications, VB.NET, Software Project..., Database Design, C++, Servlets, Shell Scripting
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1985 — 1990
Edward Rubin's Cowen and Company Experience April 2008 - Present
Job Managing Director Telecom Investment Banking
Industry Investment Banking
Experience
Cowen and Company April 2008 - Present
Deutsche Bank April 2005 - April 2008
UBS Investment Bank April 2000 - April 2005
Dresdner Kleinwort Benson May 1999 - April 2000
KPMG US May 1996 - April 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, M&A experience, Mergers, Due Diligence, Restructuring, Financial Analysis, LBO, Capital Markets, Equities
Education
Boston University - School of Management 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Cowen and Company April 2008 - Present
Deutsche Bank April 2005 - April 2008
UBS Investment Bank April 2000 - April 2005
Dresdner Kleinwort Benson May 1999 - April 2000
KPMG US May 1996 - April 1999
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, M&A experience, Mergers, Due Diligence, Restructuring, Financial Analysis, LBO, Capital Markets, Equities
Education
Boston University - School of Management 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Valente, Jennifer's Cowen and Company Experience 1991 - 1998
Job VP AML Compliance Officer at TD Securities (USA) LLC
Industry Investment Banking
Experience
TD Securities (USA) LLC February 1998 - Present
National MS Society 2002 - 2013
TD Securities October 2006 - October 2010
TD Securities USA LLC February 1998 - October 2006
Cowen and Company 1991 - 1998
Cowen and Company 1991 - 1998
Skills
AML, Banking, Risk Management, Securities, Bank Secrecy Act, Financial Risk, KYC, Fixed Income, Operational Risk..., USA PATRIOT Act, Sanction, CAMS, Data Quality, Data Mapping, Troubleshooting, Retail Banking, Anti Money Laundering, Fraud, Financial Services, Operational Risk, Capital Markets, Credit Risk, Derivatives
Education
City University of New York-College of Staten Island 2009 — 2015
Bachelor’s Degree, Political Science and Government, 3.45
College of Staten Island 2010 — 2012
Associate's degree, Political Science and Government
City University of New York-College of Staten Island 2008 — 2012
Associate's degree, Political Science and Government
TD Securities (USA) LLC February 1998 - Present
National MS Society 2002 - 2013
TD Securities October 2006 - October 2010
TD Securities USA LLC February 1998 - October 2006
Cowen and Company 1991 - 1998
Cowen and Company 1991 - 1998
Skills
AML, Banking, Risk Management, Securities, Bank Secrecy Act, Financial Risk, KYC, Fixed Income, Operational Risk..., USA PATRIOT Act, Sanction, CAMS, Data Quality, Data Mapping, Troubleshooting, Retail Banking, Anti Money Laundering, Fraud, Financial Services, Operational Risk, Capital Markets, Credit Risk, Derivatives
Education
City University of New York-College of Staten Island 2009 — 2015
Bachelor’s Degree, Political Science and Government, 3.45
College of Staten Island 2010 — 2012
Associate's degree, Political Science and Government
City University of New York-College of Staten Island 2008 — 2012
Associate's degree, Political Science and Government
Scott Bramble's Cowen and Company Experience July 2005 - July 2008
Job North America Licensed Sales Director at Nike
Industry Sports
Experience
Nike April 2014 - Present
Nike April 2013 - April 2014
Nike April 2012 - April 2013
Nike January 2010 - April 2012
BGSA Capital August 2008 - January 2010
Cowen and Company July 2005 - July 2008
Fidelity Investments May 2004 - June 2005
Skills
Mergers, Equities, Business Strategy, Management Consulting, Financial Modeling, Valuation, Corporate Development, Strategic Planning, Financial Analysis, Due Diligence, Private Equity, Industry Analysis, Competitive Analysis, Investment Banking, Strategy Development, Venture Capital, Corporate Finance, Emerging Markets, Business Valuation, Excel, Negotiation, PowerPoint, Word, Finance, Investments, Mergers & Acquisitions, Strategy
Education
Brown University 2003 — 2005
Bachelor of Arts, Business Economics
United States Military Academy at West Point 2001 — 2003
Economics
Nike April 2014 - Present
Nike April 2013 - April 2014
Nike April 2012 - April 2013
Nike January 2010 - April 2012
BGSA Capital August 2008 - January 2010
Cowen and Company July 2005 - July 2008
Fidelity Investments May 2004 - June 2005
Skills
Mergers, Equities, Business Strategy, Management Consulting, Financial Modeling, Valuation, Corporate Development, Strategic Planning, Financial Analysis, Due Diligence, Private Equity, Industry Analysis, Competitive Analysis, Investment Banking, Strategy Development, Venture Capital, Corporate Finance, Emerging Markets, Business Valuation, Excel, Negotiation, PowerPoint, Word, Finance, Investments, Mergers & Acquisitions, Strategy
Education
Brown University 2003 — 2005
Bachelor of Arts, Business Economics
United States Military Academy at West Point 2001 — 2003
Economics
Alex Bonnett's Cowen and Company Experience July 2010 - February 2013
Job Associate, Consumer Investment Banking at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Demeter Group March 2013 - June 2014
Cowen and Company July 2010 - February 2013
Trust Company of the West June 2009 - August 2009
Financial Economics Institute, Claremont McKenna College June 2008 - May 2009
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Bloomberg, Equities, Investments, Economics, Finance
Education
Claremont McKenna College 2009 — 2010
MA, Finance
Claremont McKenna College 2005 — 2009
BA, Financial Economics
Central Valley High School 2001 — 2005
Houlihan Lokey July 2014 - Present
Demeter Group March 2013 - June 2014
Cowen and Company July 2010 - February 2013
Trust Company of the West June 2009 - August 2009
Financial Economics Institute, Claremont McKenna College June 2008 - May 2009
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Bloomberg, Equities, Investments, Economics, Finance
Education
Claremont McKenna College 2009 — 2010
MA, Finance
Claremont McKenna College 2005 — 2009
BA, Financial Economics
Central Valley High School 2001 — 2005
Owen Gilmore, CFA's Cowen and Company Experience 2008 - 2008
Job MBA Candidate at NYU Stern School of Business
Industry Investment Management
Experience
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Manning & Napier May 2015 - August 2015
Boston University Investment Office July 2012 - July 2014
Eaton Vance September 2009 - June 2012
Cowen and Company 2008 - 2008
Cowen and Company 2007 - 2007
Greenwich Associates 2007 - 2007
Skills
Investments, Valuation, Hedge Funds, Mutual Funds, Asset Allocation, Fixed Income, Bloomberg, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Colby College 2004 — 2008
BA, Economics, Mathematics
Ann Hynes's Cowen and Company Experience October 1997 - September 2003
Job Senior Healthcare Services Equity Analyst, Executive Director at Mizuho Securities Co., Ltd.
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. June 2011 - Present
Caris & Company February 2010 - May 2011
FTN Equity Capital Markets February 2009 - January 2010
Leerink Swann September 2003 - June 2008
Cowen and Company October 1997 - September 2003
Skills
Valuation, Healthcare, Equities, Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Fairfield University 1989 — 1993
BA, Marketing
Mizuho Securities Co., Ltd. June 2011 - Present
Caris & Company February 2010 - May 2011
FTN Equity Capital Markets February 2009 - January 2010
Leerink Swann September 2003 - June 2008
Cowen and Company October 1997 - September 2003
Skills
Valuation, Healthcare, Equities, Equity Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Fairfield University 1989 — 1993
BA, Marketing
Neil Hyman's Cowen and Company Experience June 1996 - July 1998
Job Managing Director, Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital January 2013 - Present
Ipreo 2007 - June 2011
NSIGHT Enterprise Software, LLC November 2003 - November 2007
Societe Generale July 1998 - October 2002
Cowen and Company June 1996 - July 1998
Morgan Stanley 1989 - 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Binghamton University - School of Management 1982 — 1986
BS, Computer Science
Barclays Capital January 2013 - Present
Ipreo 2007 - June 2011
NSIGHT Enterprise Software, LLC November 2003 - November 2007
Societe Generale July 1998 - October 2002
Cowen and Company June 1996 - July 1998
Morgan Stanley 1989 - 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Binghamton University - School of Management 1982 — 1986
BS, Computer Science
Frank LoFrisco's Cowen and Company Experience March 1996 - May 1997
Job Partner at Muller Road Capital, LP
Industry Financial Services
Experience
Muller Road Capital, LP January 2015 - Present
445 Salons, LLC January 2010 - Present
RBS Greenwich Capital May 2007 - December 2008
Bierstadt Capital, LLC November 2004 - April 2007
Affordable Residential Communities June 1999 - November 2004
Lehman Brothers April 1998 - June 1999
UBS May 1997 - April 1998
Cowen and Company March 1996 - May 1997
Paine Webber March 1995 - March 1996
Kidder Peabody June 1990 - March 1995
Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Muller Road Capital, LP January 2015 - Present
445 Salons, LLC January 2010 - Present
RBS Greenwich Capital May 2007 - December 2008
Bierstadt Capital, LLC November 2004 - April 2007
Affordable Residential Communities June 1999 - November 2004
Lehman Brothers April 1998 - June 1999
UBS May 1997 - April 1998
Cowen and Company March 1996 - May 1997
Paine Webber March 1995 - March 1996
Kidder Peabody June 1990 - March 1995
Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Courtney Willson's Cowen and Company Experience November 2014 - Present
Job Equity Research Associate Retailing/Specialty, Broadlines, Department Stores & Luxury at Cowen and Company
Industry Financial Services
Experience
Cowen and Company November 2014 - Present
RBC Capital Markets May 2011 - November 2014
RBC Capital Markets January 2010 - May 2011
Skills
Bloomberg, Valuation, Equities, Financial Analysis, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Equity Research, Series 7, Series 63
Education
Boston College 2005 — 2009
BA, Economics and Sociology
Cowen and Company November 2014 - Present
RBC Capital Markets May 2011 - November 2014
RBC Capital Markets January 2010 - May 2011
Skills
Bloomberg, Valuation, Equities, Financial Analysis, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Office, Equity Research, Series 7, Series 63
Education
Boston College 2005 — 2009
BA, Economics and Sociology
Asif Rehman's Cowen and Company Experience July 2003 - July 2006
Job Managing Partner at Beaconhouse Capital
Industry Investment Management
Experience
Beaconhouse Capital Management January 2015 - Present
Steadfast Financial July 2010 - January 2015
Steadfast Financial June 2009 - August 2009
Bain Capital July 2006 - July 2008
Cowen and Company July 2003 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Emerging Markets, Corporate Finance, Venture Capital, Equities, Hedge Funds, Capital Markets, Corporate Development
Education
Harvard Business School 2008 — 2010
MBA
Brown University 1999 — 2003
BA, History and Archaeology
Beaconhouse Capital Management January 2015 - Present
Steadfast Financial July 2010 - January 2015
Steadfast Financial June 2009 - August 2009
Bain Capital July 2006 - July 2008
Cowen and Company July 2003 - July 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Emerging Markets, Corporate Finance, Venture Capital, Equities, Hedge Funds, Capital Markets, Corporate Development
Education
Harvard Business School 2008 — 2010
MBA
Brown University 1999 — 2003
BA, History and Archaeology
Heidi Beckley's Cowen and Company Experience 1994 - Present
Job Research Assistant at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 1994 - Present
Goodwin Procter LLP 1986 - 1991
Herrick & Smith 1982 - 1986
Csaplar & Bok 1979 - 1982
Peabody & Arnold LLP 1977 - 1979
Skills
Excel, Word, PowerPoint, PeopleSoft, Salesforce.com, Equity Research, Process Improvement, Microsoft Word, Financial Analysis, Microsoft Excel, Leadership, Litigation, Outlook, Customer Service, Lotus Notes, Corporate Finance, Equities, Project Management, Customer Satisfaction, Strategic Planning, Microsoft Office, Business Analysis
Education
Art Institute of Philadelphia 1991 — 1993
Associate, MVB
Bryant University 1975 — 1977
Associate, Legal Secretarial
Cowen and Company 1994 - Present
Goodwin Procter LLP 1986 - 1991
Herrick & Smith 1982 - 1986
Csaplar & Bok 1979 - 1982
Peabody & Arnold LLP 1977 - 1979
Skills
Excel, Word, PowerPoint, PeopleSoft, Salesforce.com, Equity Research, Process Improvement, Microsoft Word, Financial Analysis, Microsoft Excel, Leadership, Litigation, Outlook, Customer Service, Lotus Notes, Corporate Finance, Equities, Project Management, Customer Satisfaction, Strategic Planning, Microsoft Office, Business Analysis
Education
Art Institute of Philadelphia 1991 — 1993
Associate, MVB
Bryant University 1975 — 1977
Associate, Legal Secretarial
Charlie Mather's Cowen and Company Experience 1997 - 2007
Job Managing Director, Head of Equity Capital Markets
Industry Financial Services
Experience
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
Daniel Fitzpatrick's Cowen and Company Experience 1991 - 1999
Job JP Morgan, Vice President, Global Technology
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
Bill Scheuerer's Cowen and Company Experience 2011 - Present
Job Investment Banking Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company 2011 - Present
Ernst & Young 2010 - 2011
Skills
Valuation, LBO, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Loan Origination, Leveraged Lending, Debt & Equity Capital..., Capital Markets
Education
Boston College
B.S., Finance, Accounting & Economics
Cowen and Company 2011 - Present
Ernst & Young 2010 - 2011
Skills
Valuation, LBO, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Loan Origination, Leveraged Lending, Debt & Equity Capital..., Capital Markets
Education
Boston College
B.S., Finance, Accounting & Economics
Karen Reni's Cowen and Company Experience July 2013 - Present
Job Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company July 2013 - Present
Cowen and Company July 2009 - July 2013
Skills
Private Placements, Equities, Capital Markets, Equity Capital Markets, LBO, Equity Research, Venture Capital, Bloomberg, Corporate Development, Hedge Funds, High Yield, Fixed Income, Corporate Finance, Due Diligence, M&A experience, Alternative Investments, Mergers & Acquisitions, Series 7
Education
Bowdoin College 2005 — 2009
B.A., Economics
Cowen and Company July 2013 - Present
Cowen and Company July 2009 - July 2013
Skills
Private Placements, Equities, Capital Markets, Equity Capital Markets, LBO, Equity Research, Venture Capital, Bloomberg, Corporate Development, Hedge Funds, High Yield, Fixed Income, Corporate Finance, Due Diligence, M&A experience, Alternative Investments, Mergers & Acquisitions, Series 7
Education
Bowdoin College 2005 — 2009
B.A., Economics
Michael Shea, CFA's Cowen and Company Experience April 2010 - March 2012
Job Analyst at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management April 2015 - Present
Midsummer Capital March 2012 - April 2015
Cowen and Company April 2010 - March 2012
Value Line September 2008 - March 2010
Education
Colgate University 2004 — 2008
BA, Political Science
Folger Hill Asset Management April 2015 - Present
Midsummer Capital March 2012 - April 2015
Cowen and Company April 2010 - March 2012
Value Line September 2008 - March 2010
Education
Colgate University 2004 — 2008
BA, Political Science
Michaela Brady-Lederer's Cowen and Company Experience January 2010 - May 2011
Job
Industry Medical Practice
Experience
Montefiore Medical Center 2013 - Present
Cowen and Company January 2010 - May 2011
Canaccord Genuity Inc. May 2007 - September 2008
Canaccord Genuity Inc. January 2007 - May 2007
Boston Healthcare for the Homeless Program September 2006 - December 2006
Education
Columbia University School of Nursing 2012 — 2016
Bachelor & Master of Science in Nursing (BSN/MSN), Pediatric Nurse Practitioner
Tufts University 2008 — 2009
Pre-Medical Post Baccalaureate
Tufts University 2003 — 2007
Bachelor of Arts (BA), Community Health & Political Science
Boston University 2008 — 2008
Emergency Medical Technician (EMT)
Montefiore Medical Center 2013 - Present
Cowen and Company January 2010 - May 2011
Canaccord Genuity Inc. May 2007 - September 2008
Canaccord Genuity Inc. January 2007 - May 2007
Boston Healthcare for the Homeless Program September 2006 - December 2006
Education
Columbia University School of Nursing 2012 — 2016
Bachelor & Master of Science in Nursing (BSN/MSN), Pediatric Nurse Practitioner
Tufts University 2008 — 2009
Pre-Medical Post Baccalaureate
Tufts University 2003 — 2007
Bachelor of Arts (BA), Community Health & Political Science
Boston University 2008 — 2008
Emergency Medical Technician (EMT)
Matthew Winkler's Cowen and Company Experience July 2003 - June 2005
Job Benefit Street Partners
Industry Financial Services
Experience
Benefit Street Partners July 2014 - Present
Goldman Sachs October 2009 - March 2014
Fridson Investment Advisors October 2008 - October 2009
Turnberry Capital Management July 2005 - September 2008
Cowen and Company July 2003 - June 2005
Skills
Loans, Leveraged Finance, Fixed Income, High Yield, Hedge Funds, Investments, Distressed Debt
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.), Public and Private Sector Organization
Benefit Street Partners July 2014 - Present
Goldman Sachs October 2009 - March 2014
Fridson Investment Advisors October 2008 - October 2009
Turnberry Capital Management July 2005 - September 2008
Cowen and Company July 2003 - June 2005
Skills
Loans, Leveraged Finance, Fixed Income, High Yield, Hedge Funds, Investments, Distressed Debt
Education
Brown University 1999 — 2003
Bachelor of Arts (B.A.), Public and Private Sector Organization
Michael Colucci's Cowen and Company Experience July 2010 - April 2012
Job Managing Director at Mid Atlantic Capital Management
Industry Financial Services
Experience
Mid Atlantic Capital Management April 2012 - Present
Cowen and Company July 2010 - April 2012
Mid Atlantic Capital Management September 2008 - June 2010
Credit Suisse March 1999 - March 2008
JP Morgan 1988 - 1999
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Equity Derivatives, Capital Markets, Options, Trading, Bloomberg, Alternative Investments, Trading Systems, Equity Trading, Investment Banking, High Yield, Series 7, Electronic Trading, Credit Derivatives, Proprietary Trading, Valuation, Special Situations, Bonds, Volatility, Risk Management, Securities, Series 63, Financial Risk
Education
Carnegie Mellon University 1984 — 1988
Bachelor's Degree, Computer Science/Info Sys & Dec.Systems
Carnegie Mellon University 1984 — 1988
Industrial Management./Business Administration and Management
Mid Atlantic Capital Management April 2012 - Present
Cowen and Company July 2010 - April 2012
Mid Atlantic Capital Management September 2008 - June 2010
Credit Suisse March 1999 - March 2008
JP Morgan 1988 - 1999
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Equity Derivatives, Capital Markets, Options, Trading, Bloomberg, Alternative Investments, Trading Systems, Equity Trading, Investment Banking, High Yield, Series 7, Electronic Trading, Credit Derivatives, Proprietary Trading, Valuation, Special Situations, Bonds, Volatility, Risk Management, Securities, Series 63, Financial Risk
Education
Carnegie Mellon University 1984 — 1988
Bachelor's Degree, Computer Science/Info Sys & Dec.Systems
Carnegie Mellon University 1984 — 1988
Industrial Management./Business Administration and Management
Philip DiBlasi's Cowen and Company Experience August 2007 - August 2011
Job Operations Analyst Institutional Equities
Industry Investment Banking
Experience
Evercore Partners August 2011 - Present
Cowen and Company August 2007 - August 2011
HSBC November 2005 - August 2007
Education
Adelphi University 2003 — 2007
BBA, Business Management with a specialization in Finance
Xaverian High School 1999 — 2003
High School Diploma
Evercore Partners August 2011 - Present
Cowen and Company August 2007 - August 2011
HSBC November 2005 - August 2007
Education
Adelphi University 2003 — 2007
BBA, Business Management with a specialization in Finance
Xaverian High School 1999 — 2003
High School Diploma
Timothy Anderson's Cowen and Company Experience July 2014 - October 2014
Job Associate at Cowen Group, Inc.
Industry Investment Management
Experience
Cowen Group, Inc. October 2014 - Present
Cowen and Company July 2014 - October 2014
Cowen and Company July 2011 - June 2014
Cowen and Company June 2010 - August 2010
LLBH Private Wealth Management LLC May 2009 - August 2009
Education
Bowdoin College 2007 — 2011
Bachelor's degree, Economics, Government
Cowen Group, Inc. October 2014 - Present
Cowen and Company July 2014 - October 2014
Cowen and Company July 2011 - June 2014
Cowen and Company June 2010 - August 2010
LLBH Private Wealth Management LLC May 2009 - August 2009
Education
Bowdoin College 2007 — 2011
Bachelor's degree, Economics, Government
Thomas Gilligan's Cowen and Company Experience 2014 - Present
Job Institutional Equity Sales at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2014 - Present
BB&T Capital Markets 2011 - 2014
Cantor Fitzgerald 2010 - 2011
FMS Bonds, Inc 2009 - 2010
Morgan Stanley 2003 - 2009
Skills
Fixed Income, Institutional Sales, Building Relationships, Client Service Oriented, Client Development, Group Dynamics
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), History
Horace Greeley High School 1990 — 1994
Cowen and Company 2014 - Present
BB&T Capital Markets 2011 - 2014
Cantor Fitzgerald 2010 - 2011
FMS Bonds, Inc 2009 - 2010
Morgan Stanley 2003 - 2009
Skills
Fixed Income, Institutional Sales, Building Relationships, Client Service Oriented, Client Development, Group Dynamics
Education
Colgate University 1994 — 1998
Bachelor of Arts (B.A.), History
Horace Greeley High School 1990 — 1994
Vincent Montagna's Cowen and Company Experience May 1994 - Present
Job Director of Finance at Cowen and Company
Industry Financial Services
Experience
Cowen and Company May 1994 - Present
Skills
Investment Banking, Financial Modeling, Equities, Mergers, Corporate Finance, Capital Markets, Valuation
Education
City University of New York-College of Staten Island 1993 — 1995
Accounting
Flagler College 1989 — 1993
Accounting
Cowen and Company May 1994 - Present
Skills
Investment Banking, Financial Modeling, Equities, Mergers, Corporate Finance, Capital Markets, Valuation
Education
City University of New York-College of Staten Island 1993 — 1995
Accounting
Flagler College 1989 — 1993
Accounting
David C Laub Jr.'s Cowen and Company Experience March 1989 - February 2001
Job Trader at MLP
Industry Financial Services
Experience
MLP December 2012 - Present
Hunter Global Investors October 2001 - October 2011
Deutsche Bank February 2001 - October 2001
Cowen and Company March 1989 - February 2001
Skills
Hedge Funds, Equities, Bloomberg, Derivatives, Electronic Trading, Trading Systems, Equity Trading, FX, Emerging Markets, Options, ETFs, Technical Analysis, Trading Strategies, Risk Management, FX Options, Investment Banking, Trading, Relationship Management, Investments, Swaps, Series 7, Currency, Portfolio Management, Equity Derivatives, Fixed Income, Asset Management, Financial Markets
Education
Colgate University
BA
MLP December 2012 - Present
Hunter Global Investors October 2001 - October 2011
Deutsche Bank February 2001 - October 2001
Cowen and Company March 1989 - February 2001
Skills
Hedge Funds, Equities, Bloomberg, Derivatives, Electronic Trading, Trading Systems, Equity Trading, FX, Emerging Markets, Options, ETFs, Technical Analysis, Trading Strategies, Risk Management, FX Options, Investment Banking, Trading, Relationship Management, Investments, Swaps, Series 7, Currency, Portfolio Management, Equity Derivatives, Fixed Income, Asset Management, Financial Markets
Education
Colgate University
BA
Moses Sutton's Cowen and Company Experience August 2014 - Present
Job Equity Research Associate Analyst at Cowen
Industry Investment Banking
Experience
Cowen and Company August 2014 - Present
EarthPoint Solutions November 2012 - July 2014
NextEnergy Geothermal June 2012 - October 2012
Skills
Financial Modeling, Financial Statement..., Project Finance, Renewable Energy, Alternative Investments, Strategic Planning, Investment Research, Project Management, Investor Relations...
Education
William E. Macaulay Honors College (formerly, CUNY Honors College) 2009 — 2012
Bachelor's Degree, Music Theory and Composition, Financial Planning, Summa Cum Laude, 3.97 GPA
City University of New York-Brooklyn College 2009 — 2012
Bachelor's Degree, Music Theory and Composition, Financial Planning, Summa Cum Laude, 3.97 GPA
Cowen and Company August 2014 - Present
EarthPoint Solutions November 2012 - July 2014
NextEnergy Geothermal June 2012 - October 2012
Skills
Financial Modeling, Financial Statement..., Project Finance, Renewable Energy, Alternative Investments, Strategic Planning, Investment Research, Project Management, Investor Relations...
Education
William E. Macaulay Honors College (formerly, CUNY Honors College) 2009 — 2012
Bachelor's Degree, Music Theory and Composition, Financial Planning, Summa Cum Laude, 3.97 GPA
City University of New York-Brooklyn College 2009 — 2012
Bachelor's Degree, Music Theory and Composition, Financial Planning, Summa Cum Laude, 3.97 GPA
Felicia Flanigan's Cowen and Company Experience June 1990 - August 1999
Job Portfolio Manager at Bellevue Asset Management
Industry Investment Management
Experience
Bellevue Asset Management April 2004 - Present
Adams Harkness August 1999 - April 2004
Cowen and Company June 1990 - August 1999
Skills
Equity Research, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Due Diligence, IPO
Education
Suffolk University 1993 — 1997
Master of Business Administration (MBA)
Boston College 1986 — 1990
Bachelor of Science
Bellevue Asset Management April 2004 - Present
Adams Harkness August 1999 - April 2004
Cowen and Company June 1990 - August 1999
Skills
Equity Research, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Due Diligence, IPO
Education
Suffolk University 1993 — 1997
Master of Business Administration (MBA)
Boston College 1986 — 1990
Bachelor of Science
Michelle Bowe's Cowen and Company Experience August 2002 - June 2006
Job Executive Director, Investment Banking Legal at Nomura Securities
Industry Law Practice
Experience
Nomura Securities April 2014 - Present
BNY Mellon October 2006 - December 2011
Cowen and Company August 2002 - June 2006
Reuters America April 2000 - July 2002
Morgan, Lewis & Bockius LLP January 1998 - March 2000
Rogers & Wells (Clifford Chance) September 1996 - January 1998
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Corporate Law, Securities Offerings, Corporate Finance, Transactional Law, Public Equity Offerings, Contract Law, Underwriting, Private Placements, Debt & Equity Financing, Corporate Governance, General Commercial..., Securities, Acquisitions
Education
University of Michigan Law School 1993 — 1996
JD, Law
Adelphi University 1984 — 1988
BA, cum laude, French
Nomura Securities April 2014 - Present
BNY Mellon October 2006 - December 2011
Cowen and Company August 2002 - June 2006
Reuters America April 2000 - July 2002
Morgan, Lewis & Bockius LLP January 1998 - March 2000
Rogers & Wells (Clifford Chance) September 1996 - January 1998
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Corporate Law, Securities Offerings, Corporate Finance, Transactional Law, Public Equity Offerings, Contract Law, Underwriting, Private Placements, Debt & Equity Financing, Corporate Governance, General Commercial..., Securities, Acquisitions
Education
University of Michigan Law School 1993 — 1996
JD, Law
Adelphi University 1984 — 1988
BA, cum laude, French
Edward Viglietta's Cowen and Company Experience April 2000 - December 2006
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Morgan Stanley August 2015 - Present
Gartner Invest 2013 - 2015
William Blair and Company 2007 - 2012
Cowen and Company April 2000 - December 2006
First Union Securities 1999 - 2000
Josephthal & Co., 1996 - 1999
Skills
Equity Research, Series 7, Equities, Sell Side, Series 63, Bloomberg, Financial Modeling, Investment Banking, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Equity Sales, Securities
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1995
MBA, Finance / Marketing
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Master's degree, Real Estate / Finance
Clarkson University 1985 — 1989
B.S., Finance / Economics
bay shore high school
Anne E. Henderson's Cowen and Company Experience 2011 - 2012
Job Multifunctional manager specializing in Treasury, Benefits & Human Resources Management
Industry Financial Services
Experience
Cowen and Company 2011 - 2012
LaBranche & Co Inc. 1998 - 2011
Fowler Rosenau & Geary LLC 1991 - 1998
Skills
Cash Management, Benefit Plan..., Account Reconciliation, Payroll Administration, HR Database Management, Vendor Negotiations, Office Administration
Education
City University of New York-College of Staten Island
BS, Economics
Cowen and Company 2011 - 2012
LaBranche & Co Inc. 1998 - 2011
Fowler Rosenau & Geary LLC 1991 - 1998
Skills
Cash Management, Benefit Plan..., Account Reconciliation, Payroll Administration, HR Database Management, Vendor Negotiations, Office Administration
Education
City University of New York-College of Staten Island
BS, Economics
Mike Thomas's Cowen and Company Experience 2012 - 2014
Job Growth Equity at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs 2014 - Present
Cowen and Company 2012 - 2014
JPMorgan Chase 2011 - 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Investment Banking, Corporate Finance
Education
Boston College
Bachelor of Science (B.S.), Finance, General
Goldman Sachs 2014 - Present
Cowen and Company 2012 - 2014
JPMorgan Chase 2011 - 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Investment Banking, Corporate Finance
Education
Boston College
Bachelor of Science (B.S.), Finance, General
Jennifer O'leary's Cowen and Company Experience October 1998 - October 2006
Job Research Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company November 2006 - Present
Cowen and Company October 1998 - October 2006
Skills
Research Sales, Manage Client...
Education
Bentley University 1993 — 1998
Bachelor of Science (BS), Finance, General
Jefferies & Company November 2006 - Present
Cowen and Company October 1998 - October 2006
Skills
Research Sales, Manage Client...
Education
Bentley University 1993 — 1998
Bachelor of Science (BS), Finance, General
Rob Viola's Cowen and Company Experience July 2011 - Present
Job Investment Banking Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company July 2011 - Present
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Finance, Accounting
Ramapo High School 2004 — 2007
Cowen and Company July 2011 - Present
Education
Boston College - Carroll School of Management 2007 — 2011
BS, Finance, Accounting
Ramapo High School 2004 — 2007
Todd Buchner's Cowen and Company Experience 1996 - 1999
Job MD at Credit Suisse
Industry Banking
Experience
Credit Suisse 2001 - Present
Morgan Stanley 1997 - 2001
Cowen and Company 1996 - 1999
Education
Colgate University 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Cherry creek high school 1979 — 1983
High school
Credit Suisse 2001 - Present
Morgan Stanley 1997 - 2001
Cowen and Company 1996 - 1999
Education
Colgate University 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Cherry creek high school 1979 — 1983
High school
Carlene Pagan's Cowen and Company Experience May 1990 - June 1994
Job
Industry Financial Services
Jonathan Wolf's Cowen and Company Experience 1990 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Mizuho Securities USA Inc. July 2013 - April 2014
Piper Jaffray 2004 - 2012
Robertson Stephens 1997 - 2002
Cowen and Company 1990 - 1997
Skills
Series 7, Equity Trading, Series 63, Equities, Electronic Trading, Bloomberg, Equity Research, Hedge Funds, ETFs, Trading, Investments, Options, Capital Markets
Education
SUNY Binghamton 1985 — 1989
Bachelor of Arts (B.A.), Economics
Mizuho Securities USA Inc. July 2013 - April 2014
Piper Jaffray 2004 - 2012
Robertson Stephens 1997 - 2002
Cowen and Company 1990 - 1997
Skills
Series 7, Equity Trading, Series 63, Equities, Electronic Trading, Bloomberg, Equity Research, Hedge Funds, ETFs, Trading, Investments, Options, Capital Markets
Education
SUNY Binghamton 1985 — 1989
Bachelor of Arts (B.A.), Economics
Chenyi Lu, CFA, CPA's Cowen and Company Experience July 2009 - August 2012
Job Senior Credit Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service May 2013 - Present
Cowen and Company July 2009 - August 2012
Brean Murray, Carret & Co. March 2008 - June 2009
Jefferies & Company June 2007 - February 2008
Banc of America Securities January 2004 - June 2007
Lucent Techonologies July 1996 - January 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Investments, Equity Research, Business Strategy, Business Analysis, Business Planning, Chartered Financial..., Certified Public..., Taiwanese, Chinese, Financial Accounting, Accounting
Education
New York University
Master of Business Administration (MBA), Finance
Babson College
Master of Science (MS), Accounting
Rutgers University
Bachelor of Science (BS), Accounting
Moody's Investors Service May 2013 - Present
Cowen and Company July 2009 - August 2012
Brean Murray, Carret & Co. March 2008 - June 2009
Jefferies & Company June 2007 - February 2008
Banc of America Securities January 2004 - June 2007
Lucent Techonologies July 1996 - January 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Investments, Equity Research, Business Strategy, Business Analysis, Business Planning, Chartered Financial..., Certified Public..., Taiwanese, Chinese, Financial Accounting, Accounting
Education
New York University
Master of Business Administration (MBA), Finance
Babson College
Master of Science (MS), Accounting
Rutgers University
Bachelor of Science (BS), Accounting
Jason Megson's Cowen and Company Experience March 2011 - March 2012
Job Co head of derivatives at BGC Partners
Industry Investment Banking
Experience
BGC Partners January 2014 - November 2014
Cowen and Company March 2011 - March 2012
Oppenheimer & Co. June 2008 - November 2010
Bank of America March 2004 - May 2008
Education
Boston University 1990 — 1994
Bachelor of Arts (B.A.), Economics/International Relations
BGC Partners January 2014 - November 2014
Cowen and Company March 2011 - March 2012
Oppenheimer & Co. June 2008 - November 2010
Bank of America March 2004 - May 2008
Education
Boston University 1990 — 1994
Bachelor of Arts (B.A.), Economics/International Relations
Tracey Sokol's Cowen and Company Experience March 1998 - March 2008
Job Production Coordinator at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey June 2013 - Present
World Business Lenders, LLC December 2012 - Present
TD BANK January 2011 - December 2012
Cowen and Company March 1998 - March 2008
Oppenheimer & Co. February 1996 - March 1998
Skills
Bloomberg, Portfolio Management, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Financial Analysis
Education
Art Institute of Fort Lauderdale 1985 — 1987
Associate's degree, Advertising
Horizon Blue Cross Blue Shield of New Jersey June 2013 - Present
World Business Lenders, LLC December 2012 - Present
TD BANK January 2011 - December 2012
Cowen and Company March 1998 - March 2008
Oppenheimer & Co. February 1996 - March 1998
Skills
Bloomberg, Portfolio Management, Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Hedge Funds, Financial Analysis
Education
Art Institute of Fort Lauderdale 1985 — 1987
Associate's degree, Advertising
Bill Vanech's Cowen and Company Experience November 1993 - August 1999
Job Executive Director Investments The Vanech Group of Oppenheimer & Co. Inc.
Industry Financial Services
Experience
The Vanech Group of Oppenheimer & Co. Inc. August 2010 - Present
Morgan Stanley August 1999 - August 2010
Cowen and Company November 1993 - August 1999
Kidder Peabody April 1984 - November 1993
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Fixed Income Strategies, Securities, Wealth Management...
Education
Alfred University
BA
New York University
Completed PhD Studies, A.B.D.
New York University
MA
The Vanech Group of Oppenheimer & Co. Inc. August 2010 - Present
Morgan Stanley August 1999 - August 2010
Cowen and Company November 1993 - August 1999
Kidder Peabody April 1984 - November 1993
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Fixed Income Strategies, Securities, Wealth Management...
Education
Alfred University
BA
New York University
Completed PhD Studies, A.B.D.
New York University
MA
Patrick McDevitt's Cowen and Company Experience June 2010 - August 2010
Job Regestered Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley August 2012 - August 2013
Cowen and Company June 2010 - August 2010
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Strategic Financial...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communication
Rider University 2007 — 2008
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley August 2012 - August 2013
Cowen and Company June 2010 - August 2010
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Strategic Financial...
Education
College of Charleston 2008 — 2012
Bachelor of Arts (BA), Corporate Communication
Rider University 2007 — 2008
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS