Cramer Rosenthal McGlynn
Industry: Company
DescriptionFounded: 1973 Parent organization: WT Investments Inc
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Cramer Rosenthal McGlynn Employees
Cramer Rosenthal McGlynn August 2014 - Present
Morrison & Foerster LLP January 2013 - July 2014
Morrison & Foerster LLP May 2011 - December 2012
Bloomberg February 2009 - May 2011
Shearman & Sterling LLP October 2002 - February 2009
Skills
Hedge Funds, Mutual Funds, Investment Advisers Act, Investment Company Act, Asset Management, Investment Management, Project Finance, Finance, Securities
Education
Harvard Law School
J.D.
Yale University
B.A.
Lycee Francais de New York
Guardian Fueling Technologies July 2015 - Present
ValorBridge Partners May 2013 - Present
The Wallis Advisory Group July 2012 - August 2015
Lateef Investment Management September 2010 - September 2011
Cramer Rosenthal McGlynn September 2008 - August 2010
Evercore Asset Management February 2006 - June 2008
Gabelli Asset Management August 2004 - February 2006
Wharton August 2002 - May 2004
SoundView Ventures April 2000 - June 2002
Accenture Strategic Services 1997 - 1999
Skills
Valuation, Equities, Asset Management, Portfolio Management, Hedge Funds, Business Valuation, Equity Research, Financial Modeling, Investments, Industry Analysis, Private Equity, Bloomberg, Financial Analysis, Value Investing, Due Diligence, Equity Valuation, Financial Markets, Business Strategy, Alternative Investments, Venture Capital, Competitive Analysis, Fundamental Research, Research, Investment Strategies, Finance, Mutual Funds, Investment Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Duke University 1993 — 1997
Bachelor of Arts, History, cum laude
Hunter College High School 1987 — 1993
Barn Rock Consulting, LLC October 2011 - Present
Capital Group June 1999 - May 2004
Cramer Rosenthal McGlynn November 1997 - April 1999
Paine Webber, Inc. July 1995 - January 1997
Skills
Portfolio Management, Equities, Start-ups, Mutual Funds, Business Analysis, Financial Services, Financial Modeling, Equity Research, Investments, Asset Management, Hedge Funds, Capital Markets, Financial Analysis, Private Equity, Due Diligence, Investment Management, Finance
Education
Chartered Financial Analyst 1996 — 1998
CFA
Georgetown University 1991 — 1995
BS Business Administration, Finance
Oxford University 1994 — 1994
International Business
Earth To Sky Home Designs 2003 - Present
Cramer Rosenthal McGlynn 1996 - January 2002
Skills
Private Equity, Asset Managment, Real Property, Mutual Funds, Financial Analysis, Investments, Trading, Investment Properties, Real Estate Development, Asset Management, Hedge Funds, Portfolio Management, Real Estate, Real Estate Transactions, Property Management, Brokerage, Strategic Planning, Residential Homes
Education
Pace University - Lubin School of Business 1989 — 1994
BBA, Business Management
Manulife Asset Management September 2014 - Present
Placera Capital Management September 2013 - September 2014
Cramer Rosenthal McGlynn October 2009 - August 2013
BlackRock April 2006 - March 2009
Evergreen Investments November 2004 - March 2006
Credit Suisse First Boston May 2000 - January 2002
Credit Suisse First Boston June 1997 - April 2000
Skills
Equity Research, Equities, Financial Modeling, Valuation, Investments, Analysis, Alternative Investments, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Fixed Income, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Finance
Tufts University 1993 — 1997
BA, Quantitative Economics
Third Avenue Management June 2014 - Present
Cramer Rosenthal McGlynn January 2003 - December 2013
Sloate Weisman Murray and Co., LLC. August 1995 - January 2003
Smith Barney June 1994 - August 1995
Associates First Capital Corp. 1990 - 1992
Skills
Portfolio Management, Alternative Investments, Equity Research, Investment Management, Hedge Funds, Bloomberg, Investment Strategies, Equity Valuation, Chartered Financial..., Equities, Fixed Income, Mutual Funds, Asset Management, CFA, Asset Allocation, Investment Advisory, Risk Management, Manage Client..., Client Development, Concentrated Stock..., Family Office, CIOs, Chief Investment Officer
Education
Duke University - Fuqua School of Business 1992 — 1994
MBA, Finance
Boston College - Carroll School of Management 1986 — 1990
BS, Finance
Apollo Global Management LLC November 2012 - Present
Pomona Capital January 2012 - November 2012
Eaton Partners July 2008 - January 2012
Cramer Rosenthal McGlynn 2006 - 2008
Monness, Crespi, Hardt December 2005 - December 2006
Bear Stearns 1999 - 2005
Education
Georgetown University 1995 — 1999
BA, Philosophy
The American School in London 1990 — 1994
High School
ComplianceRX LLC 2005 - Present
Cramer Rosenthal McGlynn 2002 - 2004
Instinet Corporation 1999 - 2001
PaineWebber Inc. 1996 - 1999
Orrick, Herrington & Sutcliffe LLP 1994 - 1996
US Securities and Exchange Commission 1989 - 1994
Skills
Securities Regulation, Financial Services, Equities, Securities, Investment Management, AML, Hedge Funds, Trading, SEC, Private Equity, Anti Money Laundering, Due Diligence, Capital Markets, Alternative Investments, Corporate Governance, FINRA
Education
New York Law School
JD, Law
Cramer Rosenthal McGlynn September 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English
Education
University of Pittsburgh 2010 — 2013
Bachelor of Science in Business Administration, Finance, General
Family Office July 2015 - Present
Cramer Rosenthal McGlynn February 2013 - April 2015
Glencore April 2011 - February 2013
Ernst & Young September 2009 - March 2011
Ernst & Young June 2008 - August 2008
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, SEC filings, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Analysis, GAAP, Finance
Education
The University of Connecticut 2009 — 2010
Master's degree, Accounting
Boston College 2006 — 2009
Bachelor's degree, Accounting
Audible, Inc. March 2014 - June 2015
Audible, Inc. April 2013 - March 2014
Cramer Rosenthal McGlynn June 2008 - December 2011
The Transportation Group July 2007 - June 2008
Apple 2005 - 2007
Merrill Lynch May 2006 - August 2006
Education
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Physics
The Bronx High School of Science 2000 — 2003
Wilmington Trust November 2013 - Present
Goldman Sachs June 2012 - September 2013
NYC Department of Information Technology & Telecommunications June 2013 - August 2013
Muhlenberg College August 2009 - May 2013
Forever 21 June 2011 - January 2013
Cramer Rosenthal McGlynn 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Windows, Time Management, Sales, Outlook, Facebook, Event Planning, Budgets
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (BA), Finance, Business Administration
Wasatch Advisors February 2015 - Present
HBSAOC September 2010 - Present
Spotlight Funds September 2009 - January 2015
Spotlight Capital Management October 2007 - September 2009
Cramer Rosenthal McGlynn June 2000 - April 2007
Prudential Investments 1989 - 1999
Skills
Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Investments, Equity Valuation, Due Diligence, Mergers & Acquisitions, Venture Capital, Investor Relations, Capital Markets, Valuation, Investment Strategies, Mutual Funds, Equities, Strategic Financial..., Investment Advisory, Investment Management, Bloomberg, Asset Allocation, Fixed Income, Emerging Markets, Investment Banking, Corporate Finance
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1985 — 1989
BBA, Finance
Royce & Associates April 2009 - Present
Cramer Rosenthal McGlynn 2001 - 2008
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Hedge Funds, Equities, Capital Markets, Asset Management, Investments, Equity Research, Alternative Investments, Series 7, Bloomberg, Financial Modeling
Education
New York University 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Lehigh University 1986 — 1990
Bachelor of Science (BS), Economics
Express Scripts August 2015 - Present
BTIG, LLC November 2014 - February 2015
Cramer Rosenthal McGlynn June 2013 - August 2013
Case Western Reserve University September 2012 - May 2013
C.R. Bard July 2012 - August 2012
University of Pennsylvania July 2011 - August 2011
BD 2011 - 2011
Skills
Financial Modeling, Equity Valuation, Biomaterials, Data Analysis, Tissue Engineering, Research, Microsoft Excel, Financial Analysis, Statistics, Biomedical Engineering, Matlab, Bloomberg Terminal, Capital IQ, Labview, Cell Culture, Polymer Engineering, Gene Therapy, PCR, Valuation Modeling, Microscopy, Fluorescence Microscopy, Drug Development, Biotechnology, Molecular Biology, Confocal Microscopy, Targeted Drug Delivery, Polymer Chemistry
Education
Case Western Reserve University 2010 — 2014
Bachelor of Science (B.S.), Bioengineering and Biomedical Engineering
Investment Banking Institute, New York, NY 2013 — 2013
Intensive 4-week financial modeling and valuation training program
Ramapo High School 2006 — 2010
University Program - Engineering
Cramer Rosenthal McGlynn October 2013 - Present
Cramer Rosenthal McGlynn March 2009 - Present
Bernstein Investment Research and Management May 2002 - October 2008
McKinsey & Company February 1997 - May 2002
Skills
Equity Research, Equities, Hedge Funds, Asset Managment, Investments, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Capital Markets, Due Diligence, Investment Management, Risk Management, Investment Strategies, Mutual Funds, Asset Management
Education
Princeton University 1992 — 1997
Doctor of Philosophy (Ph.D.), Mechanical & Aerospace Engineering, 3.9
Moscow Institute of Physics and Technology (State University) (MIPT) 1985 — 1991
Master of Science (M.S.), Physics and Applied Mathematics
Axiom International Investors June 2015 - Present
Epoch Investment Partners May 2006 - May 2015
Cramer Rosenthal McGlynn 1997 - 2006
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Cramer Rosenthal McGlynn January 2014 - Present
Cramer Rosenthal McGlynn November 2011 - December 2013
Two Sigma Investments June 2011 - November 2011
Cramer Rosenthal McGlynn August 2008 - June 2011
Lazard Asset Management September 2007 - August 2008
AllianceBernstein November 2006 - September 2007
Skills
Investments, Securities, Financial Modeling, Equity Research, Valuation, Financial Analysis, Due Diligence, Capital Markets, Private Equity, Middle Office, Asset Management, Trading, Account Portfolio..., Investment Management, Portfolio Management, Trading Strategies, Fund Accounting, Financial Services, Hedge Funds, Bloomberg, Equities, Mutual Funds, Client Services
Education
Iona College 2008 — 2010
MBA, Finance
Manhattan College 2002 — 2006
Bachelor of Science, Finance
University of Richmond 2005 — 2005
Bachelor of Science, Finance
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
Xerox April 2012 - Present
Xerox March 2012 - Present
Affiliated Computer Services September 2009 - March 2012
Macro Consulting Group December 2008 - January 2009
Buck Consultants June 2006 - November 2008
Morgan Stanley September 2003 - May 2006
Checkfree Investment Services September 2001 - April 2003
Glickenhaus & Co. January 2000 - September 2001
Cramer Rosenthal McGlynn May 1999 - January 2000
Bear Stearns 1994 - 1996
Skills
Manager of Customer Care, Change Management, Customer Service, Coaching Staff, Training, Recruiting, Developing Talent, Portfolio Management, Equities, Investments, Mutual Funds, Financial Services, Strategy, Analysis, Due Diligence, Fixed Income, Management, Trading, Series 7, Securities, Asset Allocation
Education
Irish Arts Center 1998 — 2002
Acting, Film Editing and Irish language, Acting, Filme Editing and Irish language, Not applicable
University College Cork 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance
Colaiste an Spioraid Naomh High School, Bishopstown, Cork City, Ireland 1974 — 1979
High School Diploma, Accounting
Cramer Rosenthal McGlynn June 2013 - Present
Hartford Investment Management August 2010 - June 2013
The Hartford January 2010 - August 2010
Skills
Performance Attribution, Performance Measurement, Bloomberg Terminal, Microsoft Excel, PowerPoint, Business Objects, Microsoft Word, Factset, BlackRock Aladdin, Lipper, Microsoft Office, Barclays Point, eVestment Alliance, Capital IQ, US Equities, Risk Modeling, Risk Monitoring, Time Management, Market Risk
Education
Central Connecticut State University 2003 — 2008
Bachelor of Science, Finance
Enfield High School
Enfield High School
Corcoran Sunshine Marketing Group June 2015 - Present
Newmark Grubb Knight Frank June 2014 - August 2014
Cramer Rosenthal McGlynn June 2013 - August 2013
Solomon Page Group June 2012 - August 2012
KWI June 2011 - August 2011
Langsam Rubin Interiors June 2010 - August 2010
Skills
Client Services, Marketing, Real Estate, Management, Organization Skills, Leadership, Sales, Market Research, Social Media, Customer Service
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Marketing and Real Estate
Roslyn High School 2007 — 2011
OKMYOUTFIT, Inc. October 2013 - Present
Cramer Rosenthal McGlynn January 2010 - September 2013
Chelsea Capital December 2008 - December 2009
Morgan Keegan March 2008 - October 2008
RS Investments January 2006 - February 2008
Skills
Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Hedge Funds, Valuation, Asset Management, Competitive Analysis, Forecasting, Investment Management, Alternative Investments, Analysis, Mutual Funds, Financial Analysis, Bloomberg, Strategic Partnerships, New Business Development, Event Management, Microsoft Office, Research, Securities, Data Analysis, Portfolio Management, Fixed Income, Microsoft Word, Microsoft Excel, Excel, Word, Factset, Entrepreneurship, Business Development, Finance
Education
San Francisco State University, College of Business 2001 — 2005
BS, Honors in Corporate Finace and Financial Services
CFA Candidate Level 2 2012 — 2013
Cramer Rosenthal McGlynn December 2012 - Present
Education
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.)
Danish Institute for Study Abroad 2011 — 2011
Darien High School 2004 — 2008
Ford Marrin Esposito Witmeyer & Gleser January 2009 - Present
Cramer Rosenthal McGlynn July 2008 - September 2008
The Smile Train December 2006 - June 2008
Ballet Jewels August 2007 - January 2008
Uptown Entertainment July 2006 - September 2006
The JP McCarthy Foundation June 2001 - August 2001
Skills
Customer Service, Social Media, Facebook, Editing, Event Planning, Research, Public Speaking, Marketing
Education
Michigan State University 2002 — 2006
Double Bachelors of Arts, English, Classics, with an emphasis in Advertising
Cramer Rosenthal McGlynn September 2006 - Present
Cramer Rosenthal McGlynn 2005 - 2006
Cramer Rosenthal McGlynn 2003 - 2005
Cravath, Swaine & Moore LLP October 2002 - August 2003
Skills
Equities, Asset Managment, Investments, Investment Management, Series 7, Institutional Sales, Chartered Financial..., Series 63, Investor Relations, Consultant Relations, Defined Benefit, Defined Contribution, Foundations, Endowments, Pensions, Investment Advisory, Mutual Funds, Asset Management, Alternative Investments
Education
University of North Carolina at Chapel Hill 1998 — 2002
B.A., English
The Lawrenceville School 1995 — 1998
Aperia Solutions, Inc. September 2013 - Present
J.P. Morgan May 2012 - September 2013
Fidelity Investments January 2012 - May 2012
J.P. Morgan April 2011 - December 2011
Penson Financial Services March 2011 - April 2011
MacKay Shields September 2008 - January 2011
CheckFree Investment Services August 2007 - September 2008
Cramer Rosenthal McGlynn October 2004 - July 2007
Ark Asset Management November 2000 - March 2003
Banco de Chile July 1998 - November 2000
Skills
Fixed Income, PMBOK, Equities, Securities, Bloomberg, Derivatives, Microsoft Office, Full SDLC, Financial Services, Trading, Back Office, Management, Business Analysis, SQL, Bonds, Banking, Hedge Funds, Options, Mutual Funds, Corporate Actions, Risk Management, Settlement, Customer Service, Finance, Alternative Investments, Middle Office, Asset Allocation, Emerging Markets, Investments, FX Options, Prime Brokerage, Trading Systems, Electronic Trading, Investment Banking, Requirements Gathering, Account Reconciliation, Global Custody, Fund Accounting, Business Requirements, Foreign Exchange, Investment Advisory, Order Management, DTC, SWIFT payments, Equity Trading, Securities Lending, Collateral Management, Currency, FX trading, Operational Risk
Education
Laguardia Community College 1997 — 2000
Ingleside Investors LLC September 2006 - Present
Brunswick School September 1998 - August 2006
Cramer Rosenthal McGlynn 1992 - 1994
Skills
Hedge Funds, Alternative Investments, Private Equity, Valuation, Venture Capital, Equities, Capital Markets, Asset Management, Investments, Financial Modeling, Nonprofits, Portfolio Management, Investment Management, Emerging Markets, Strategic Planning, Investment Banking, Asset Allocation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance, General
Yale University 1986 — 1990
BA, Economics
Phillips Academy/Andover 1982 — 1986
Spotlight Funds October 2009 - Present
Spotlight Capital Management, LLC October 2007 - October 2009
Cramer Rosenthal McGlynn 2000 - 2007
Prudential Investments 1989 - 1999
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1985 — 1989
Seton Hall Prep 1981 — 1985
Northern Trust Asset Management May 2003 - Present
Northern Trust Asset Management May 2003 - Present
Bleichroeder Advisers, LLC March 2000 - May 2003
Arnhold and S. Bleichroeder 1998 - 2003
Cramer Rosenthal McGlynn, LLC August 1998 - February 2000
Cramer Rosenthal McGlynn, LLC August 1997 - August 1998
Cramer Rosenthal McGlynn 1996 - 1998
Dreyfus Mutual Funds August 1995 - August 1997
Skills
Due Diligence, Compliance, Asset Management, Risk Management, Mutual Funds, AML, Risk, Risk Assessment, Corporate Governance, Policy, Change Management, ETFs, Asset Managment
Education
Iona College 1998 — 2004
MBA, Finance
Saint Bonaventure University 1991 — 1995
BBA, Accounting
Cramer Rosenthal McGlynn August 2014 - Present
Credit Suisse July 2012 - July 2014
NYU Stern School of Business June 2010 - September 2012
Millimeter Films June 2009 - September 2010
Filmmakers Ltd. February 2009 - May 2009
DeQuan Film May 2008 - February 2009
Skills
Business Strategy, Corporate Finance, Due Diligence, Emerging Markets, Financial Analysis, Financial Modeling, Mergers, Strategy, Valuation, Equities, Capital Markets, Investment Banking, Investments, Bloomberg, Data Analysis, Market Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Amherst College 2002 — 2006
BA, Asian Studies
Peking University 2004 — 2004
Phillips Academy Andover
Farlie Turner & Company, LLC June 2015 - Present
Parthenon Healthcare Advisors LLC September 2014 - June 2015
The Jordan Edmiston Group November 2012 - September 2014
Avondale Partners March 2003 - November 2012
Thomas Weisel Partners July 2000 - November 2003
Cramer Rosenthal McGlynn January 1999 - February 2000
Robertson Stephens 1995 - 1998
Skills
Mergers, Investment Banking, Corporate Finance, Private Equity, Acquisitions, Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, LBO, Corporate Development, M&A experience, Equities, Capital Markets, Mergers & Acquisitions, Equity Research, Business Valuation, IPO, Private Placements, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, General
Washington and Lee University 1989 — 1993
BA, Asian Studies, Finance
The Baylor School 1984 — 1989
Keeley Asset Management 2013 - Present
Cramer Rosenthal McGlynn 1989 - 2012
Credit Suisse First Boston 1988 - 1989
Morgan Stanley 1986 - 1988
Skills
Portfolio Management, Equity Research, Equity Valuation, Equity Trading, Venture Capital, Private Equity
Education
Columbia University in the City of New York 1982 — 1986
Bachelor of Applied Science (BASc), Electrical, Electronics and Communications Engineering
Cramer Rosenthal McGlynn July 2009 - Present
BlackRock February 2007 - March 2009
Morgan Stanley Investment Management July 2003 - January 2007
JPMorgan Chase October 1997 - July 2001
Skills
Equities, Investments, Mutual Funds, Credit Analysis, Capital Markets, Asset Allocation, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Finance, Hedge Funds, Bloomberg, Equity Research, Banking
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance, Management
City University of New York-Brooklyn College 1992 — 1997
BS, Accounting
Sheepshead Bay H.S.
Cramer Rosenthal McGlynn June 2005 - Present
CompPro Consulting Inc. April 2002 - December 2011
American Medical Alert Corp April 2002 - June 2005
Helix Technology April 2001 - March 2002
Pinpoint Technologies September 1999 - April 2001
Greenstone Roberts Advertising, Inc February 1999 - August 1999
TransCare March 1996 - February 1999
Lifestar Response Inc. May 1993 - March 1996
Skills
System Administration, SQL, Active Directory, Windows, DNS, DHCP, HTML, Windows Server, JavaScript, Servers, IIS, Group Policy, Troubleshooting, Network Administration, Windows Server 2008, SQL Server, CSS, .NET, Database Administration, Network Security, ASP.NET, Windows 7, VPN, Cisco, Hyper-V, Powershell, SharePoint, Disaster Recovery, Databases, Crystal Reports, Clustering, SSRS, Lotus Notes, VBScript, Firewalls, ASP, TCP/IP, WAN, IT Management, Visual Studio, Microsoft Exchange, Business Intelligence, Operating Systems, SSIS, Microsoft SQL Server, Software Development, Software Installation, Technical Support, Access, Security
Education
Stony Brook University 1990 — 1995
Bachelors, Liberal Arts
John H. Glenn High School 1987 — 1990
WESTMED Practice Partners June 2012 - Present
Richman Property Services, Inc. December 2007 - June 2012
Independent Financial Marketing Group January 2006 - December 2007
Barclays Capital April 2005 - December 2005
Katzenbach Partners LLC September 2004 - April 2005
Google 2003 - 2004
Vinson and Elkins October 2001 - May 2003
Cramer Rosenthal McGlynn March 1999 - September 2000
New York Athletic Club 1990 - 1998
Skills
Onboarding, Recruiting, Interviews, Performance Management, Human Resources, Employee Relations, Payroll, Temporary Staffing, Screening, Employee Benefits, Temporary Placement, New Hire Orientations, Personnel Management, Hiring, Sourcing, Executive Search
Education
Stony Brook University 1997 — 1998
BA, Sociology
Westchester Community College 1996 — 1996
AA, Liberal Arts
State University of New York College at Oneonta 1994 — 1995
Ursuline 1990 — 1994
Omnipak Import Enterprises/Omniwines Distributing Co., LLC May 2010 - Present
A. Uzzo & Company CPA'S P.C. May 2007 - May 2010
Cramer Rosenthal McGlynn June 2005 - May 2007
Skills
Auditing, Tax, Accounting, Financial Reporting, Financial Accounting, Internal Controls, Assurance, Financial Analysis, Corporate Tax, Income Tax, External Audit
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science (BS), Accounting
Eagle Ridge Investment Management, LLC August 2008 - Present
Cramer Rosenthal McGlynn October 2002 - July 2008
US Trust October 1993 - September 2002
Skills
Alternative Investments, Asset Managment, Investments, Portfolio Management, Equities, Investment Advisory, Mutual Funds, Investment Management, Asset Allocation, Private Equity, Equity Research, Wealth Management, Financial Modeling, Due Diligence, Wealth Management..., Valuation, Investment Strategies
Education
NYU Stern School of Business 1972 — 1974
Master of Business Administration (MBA), Finance, General
Brown University 1967 — 1971
Bachelor's degree, Economics
Eagle Capital Mangement, LLC Managing DirectorEagle Capital Management, LLCJuly 2008 - September 2015
Cramer Rosenthal McGlynn June 2005 - July 2008
Education
Colgate University
Ticknors Men's Clothiers March 2015 - Present
The Greene Turtle Franchise Corp. March 2011 - Present
JPB Partners June 2010 - Present
JPB Capital Partners June 2010 - Present
Cielo Capital Management February 2006 - May 2010
Sterling Partners May 2000 - April 2004
Cramer Rosenthal McGlynn October 1998 - May 2000
Ernst & Young 1986 - 1995
Skills
Investments, Venture Capital, Private Equity, Capital, Mergers, Hedge Funds, Portfolio Management, Equities, Financial Reporting, Accounting, Mergers & Acquisitions, Securities, Asset Management, Finance, Strategic Planning, Financial Analysis, Strategy, Corporate Development, Valuation, Real Estate, Due Diligence, Corporate Finance, Restructuring, Business Valuation, Loans, Financial Modeling, LBO, M&A experience, Financial Structuring, Executive Management, Divestitures
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing and Strategy
Loyola College in Maryland 1982 — 1986
BA, Accounting
Cramer Rosenthal McGlynn October 2010 - Present
Skills
Bloomberg, Securities, Investment Management, Trading, Account Reconciliation, Asset Management, DTC, Omgeo Oasys, Lotus Notes, Microsoft Suites, Due Diligence, Settlement, Bloomberg Terminal, Mutual Funds, Omgeo CTM, Front to Back Office, Omgeo Alert, INDATA, Equities, Hedge Funds, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Bachelor of Business Administration, Finance & Investments
Tradition Capital Management Portfolio Administration AssociateBBR Partners2007 - 2010
Cramer Rosenthal McGlynn 2004 - 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg, Credit Analysis, Due Diligence, Equities, Fixed Income, Hedge Funds, Investment Management, Investments, Microsoft Excel, Mutual Funds, PowerPoint, Portfolio Management, Securities, Valuation
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance and Marketing
Cramer Rosenthal McGlynn April 2010 - Present
MENEMSHA Capital Group January 2005 - December 2007
Execution Limited 2002 - 2004
UBS 1998 - 2002
Fox Pitt kelton 1995 - 1998
Education
Tulane University 1988 — 1991
Bachelor of Arts (B.A.), Economics
Calvert school
Gilman School