C.S. McKee, L.P.
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C.S. McKee, L.P. Employees
Employee
Years
Job
Industry
Ken Gotwald Ken Gotwald's C.S. McKee, L.P. Experience September 1999 - Present
Job IT Manager at C.S. McKee, L.P.
Industry Investment Management
Experience
C.S. McKee, L.P. September 1999 - Present
Federated Investors March 1998 - September 1999
BT Office Products International May 1995 - March 1998
US Air Force Reserve June 1991 - October 1995
U.S. Air Force September 1985 - November 1990
Education
Pennsylvania State University-Erie Campus 1992 — 1995
B.S. Management Information Systems
C.S. McKee, L.P. September 1999 - Present
Federated Investors March 1998 - September 1999
BT Office Products International May 1995 - March 1998
US Air Force Reserve June 1991 - October 1995
U.S. Air Force September 1985 - November 1990
Education
Pennsylvania State University-Erie Campus 1992 — 1995
B.S. Management Information Systems
Len Boss Len Boss's C.S. McKee, L.P. Experience January 2005 - Present
Job VP, Operations at C.S. McKee, L.P.
Industry Investment Management
Experience
C.S. McKee, L.P. January 2005 - Present
Skills
T-SQL, Crystal Reports, Microsoft Excel, Microsoft SQL Server, SSIS, Microsoft Access, Performance Measurement, GIPS, Bloomberg, Bloomberg Data License, Charles River IMS, HTML
Education
University of Pittsburgh 2002 — 2005
BSBA, Business, Accounting
C.S. McKee, L.P. January 2005 - Present
Skills
T-SQL, Crystal Reports, Microsoft Excel, Microsoft SQL Server, SSIS, Microsoft Access, Performance Measurement, GIPS, Bloomberg, Bloomberg Data License, Charles River IMS, HTML
Education
University of Pittsburgh 2002 — 2005
BSBA, Business, Accounting
David Nist David Nist's C.S. McKee, L.P. Experience June 2014 - Present
Job Operations Intern at C.S. McKee, L.P.
Industry Financial Services
Experience
C.S. McKee, L.P. June 2014 - Present
Fragasso Financial Advisors June 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Customer Service, Bloomberg Terminal, Bloomberg Excel Add-In, Research, Junxure, Data Analysis
Education
Duquesne University 2012 — 2016
Finance
Bloomberg University 2014 — 2014
Bloomberg Terminal Certificates, Equity, Fixed Income, Foreign Exchange, and Commodity Functions
North Catholic High School 2009 — 2012
C.S. McKee, L.P. June 2014 - Present
Fragasso Financial Advisors June 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office, Customer Service, Bloomberg Terminal, Bloomberg Excel Add-In, Research, Junxure, Data Analysis
Education
Duquesne University 2012 — 2016
Finance
Bloomberg University 2014 — 2014
Bloomberg Terminal Certificates, Equity, Fixed Income, Foreign Exchange, and Commodity Functions
North Catholic High School 2009 — 2012
Megan Critchfield's C.S. McKee, L.P. Experience February 2014 - May 2015
Job Staff Accountant at Schneider Downs
Industry Accounting
Experience
Schneider Downs August 2015 - Present
C.S. McKee, L.P. February 2014 - May 2015
University of Pittsburgh August 2013 - December 2013
Roechling Machined Plastics March 2013 - December 2013
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Accounting and Business Information Systems
Schneider Downs August 2015 - Present
C.S. McKee, L.P. February 2014 - May 2015
University of Pittsburgh August 2013 - December 2013
Roechling Machined Plastics March 2013 - December 2013
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Accounting and Business Information Systems
Jamie Drennen's C.S. McKee, L.P. Experience March 2013 - August 2013
Job J.D. Candidate at Duquesne University School of Law
Industry Legal Services
Experience
F.N.B. Corporation May 2014 - August 2014
Hefren-Tillotson February 2014 - April 2014
C.S. McKee, L.P. March 2013 - August 2013
Duquesne University Center for Pharmaceutical Technology January 2013 - April 2013
NexTier Bank May 2012 - July 2012
Skills
Financial Analysis, Microsoft Excel, Marketing, Leadership
Education
Duquesne University School of Law 2015 — 2018
Juris Doctor (J.D.), Business Law
Duquesne University 2011 — 2015
Bachelor's Degree, Finance
F.N.B. Corporation May 2014 - August 2014
Hefren-Tillotson February 2014 - April 2014
C.S. McKee, L.P. March 2013 - August 2013
Duquesne University Center for Pharmaceutical Technology January 2013 - April 2013
NexTier Bank May 2012 - July 2012
Skills
Financial Analysis, Microsoft Excel, Marketing, Leadership
Education
Duquesne University School of Law 2015 — 2018
Juris Doctor (J.D.), Business Law
Duquesne University 2011 — 2015
Bachelor's Degree, Finance
Shane Nickolich's C.S. McKee, L.P. Experience January 2015 - Present
Job Marketing Manager at C.S. McKee, L.P.
Industry Investment Management
Experience
C.S. McKee, L.P. January 2015 - Present
C.S. McKee, L.P. April 2012 - December 2013
UPMC June 2011 - August 2011
Skills
Financial Analysis, Strategic Planning, Bloomberg, Microsoft Excel, Investments, Securities, Due Diligence, Asset Allocation, Asset Management, PowerPoint
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Finance and Economics, Graduated Summa Cum Laude
Belle Vernon Area High School 2004 — 2008
C.S. McKee, L.P. January 2015 - Present
C.S. McKee, L.P. April 2012 - December 2013
UPMC June 2011 - August 2011
Skills
Financial Analysis, Strategic Planning, Bloomberg, Microsoft Excel, Investments, Securities, Due Diligence, Asset Allocation, Asset Management, PowerPoint
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science (BS), Finance and Economics, Graduated Summa Cum Laude
Belle Vernon Area High School 2004 — 2008
Jeff Davidek's C.S. McKee, L.P. Experience April 2006 - Present
Job Senior Vice President at C.S. McKee, L.P.
Industry Investment Management
Experience
C.S. McKee, L.P. April 2006 - Present
Deutsche Bank October 2003 - April 2006
Arbor Commercial Mortgage, LLC July 2001 - October 2003
Skills
Portfolio Management, Investments, Investment Management, Equities, Investment Strategies, Retirement Planning, Banking, Institutional..., Fixed Income, Management, Bloomberg, Mutual Funds, Asset Allocation, Asset Management, Due Diligence, Valuation, Client Relations, Client Development, Client Education, Financial Analysis, Financial Modeling, Finance
Education
Allegheny College 1997 — 2001
B.A., Economics, Political Science
C.S. McKee, L.P. April 2006 - Present
Deutsche Bank October 2003 - April 2006
Arbor Commercial Mortgage, LLC July 2001 - October 2003
Skills
Portfolio Management, Investments, Investment Management, Equities, Investment Strategies, Retirement Planning, Banking, Institutional..., Fixed Income, Management, Bloomberg, Mutual Funds, Asset Allocation, Asset Management, Due Diligence, Valuation, Client Relations, Client Development, Client Education, Financial Analysis, Financial Modeling, Finance
Education
Allegheny College 1997 — 2001
B.A., Economics, Political Science
Michael Donnelly, CFA's C.S. McKee, L.P. Experience January 2012 - Present
Job Senior Vice President and Portfolio Manager, Equity at C.S. McKee, L.P.
Industry Investment Management
Experience
C.S. McKee, L.P. January 2012 - Present
Donnelly Asset Management, LLC 2003 - Present
Federated Investors December 1989 - October 2002
Education
University of Virginia Darden School of Business 1985 — 1987
MBA, Finance
Georgetown University 1981 — 1983
BA, Economics
C.S. McKee, L.P. January 2012 - Present
Donnelly Asset Management, LLC 2003 - Present
Federated Investors December 1989 - October 2002
Education
University of Virginia Darden School of Business 1985 — 1987
MBA, Finance
Georgetown University 1981 — 1983
BA, Economics
Susan Schellin's C.S. McKee, L.P. Experience 1984 - 2000
Job VP Wealth Management
Industry Financial Services
Experience
First Commonwealth Advisors 2007 - Present
Allegheny Financial Group 2002 - 2006
KPMG Advisory 2000 - 2002
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University 1989 — 1991
First Commonwealth Advisors 2007 - Present
Allegheny Financial Group 2002 - 2006
KPMG Advisory 2000 - 2002
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University 1989 — 1991
Al Madison, CFA's C.S. McKee, L.P. Experience September 1998 - September 2000
Job Portfolio Manager/Equity Analyst at Rockshelter Capital Management
Industry Financial Services
Experience
Rockshelter Capital Management January 2014 - Present
Quaker Capital Management September 2000 - December 2013
C.S. McKee, L.P. September 1998 - September 2000
Parker/Hunter February 1990 - September 1998
PNC September 1988 - February 1990
Ernst & Young August 1982 - July 1986
Skills
Investments, Asset Allocation, Equities, Hedge Funds, Portfolio Management, Equity Research
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance
University of Dayton 1978 — 1982
BS, Accounting
Rockshelter Capital Management January 2014 - Present
Quaker Capital Management September 2000 - December 2013
C.S. McKee, L.P. September 1998 - September 2000
Parker/Hunter February 1990 - September 1998
PNC September 1988 - February 1990
Ernst & Young August 1982 - July 1986
Skills
Investments, Asset Allocation, Equities, Hedge Funds, Portfolio Management, Equity Research
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance
University of Dayton 1978 — 1982
BS, Accounting
Susan Schellin's C.S. McKee, L.P. Experience 1984 - 2000
Job VP Wealth Management at First Commonwealth Advisors
Industry Investment Management
Experience
First Commonwealth Advisors PresidentAllegheny Investments2001 - 2004
Allegheny Financial Group 2001 - 2004
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University
BA Economics, Accounting, Economics
First Commonwealth Advisors PresidentAllegheny Investments2001 - 2004
Allegheny Financial Group 2001 - 2004
C.S. McKee, L.P. 1984 - 2000
Education
Chatham University
BA Economics, Accounting, Economics
Shawna Aufman, CFA's C.S. McKee, L.P. Experience May 2004 - Present
Job Vice President, Portfolio Manager at C.S. McKee, L.P.
Industry Investment Management
Experience
C.S. McKee, L.P. May 2004 - Present
Education
Duquesne University 2006 — 2010
MBA
Duquesne University 2000 — 2004
B.S., Business Administration, Finance and Investment Management
C.S. McKee, L.P. May 2004 - Present
Education
Duquesne University 2006 — 2010
MBA
Duquesne University 2000 — 2004
B.S., Business Administration, Finance and Investment Management
james hanes's C.S. McKee, L.P. Experience August 1974 - December 2000
Job retired at n/a
Industry Financial Services
Experience
n/a December 2001 - Present
C.S. McKee, L.P. August 1974 - December 2000
Skills
Personal Finance, Qantified finance, Mathematics
Education
The Ohio State University - The Max M. Fisher College of Business 1957 — 1961
Bachelor's degree, Finance, General
n/a December 2001 - Present
C.S. McKee, L.P. August 1974 - December 2000
Skills
Personal Finance, Qantified finance, Mathematics
Education
The Ohio State University - The Max M. Fisher College of Business 1957 — 1961
Bachelor's degree, Finance, General