Delaware Investments, a member of the Macquarie Group

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Delaware Investments, a member of the Macquarie Group Employees

Employee
Years
Job
Industry
Michael D. Benjamin Michael D. Benjamin New York, New York Details
Michael D. Benjamin's Delaware Investments, a member of the Macquarie Group Experience June 2000 - October 2005
Job Vice President, Institutional Sales at HSBC Global Asset Management (USA) Inc.
Industry Investment Management
Experience
HSBC Global Asset Management (USA) Inc.   June 2015 - Present
Steinberg Asset Management LLC   April 2014 - November 2014
Lazard Asset Management LLC   September 2010 - April 2014
Markov Processes International (MPI)   July 2009 - September 2010
Turner Investment Partners, Inc.   October 2005 - October 2008
Delaware Investments, a member of the Macquarie Group   June 2000 - October 2005
Unisys Corporation  May 1999 - August 1999
Salomon Smith Barney  May 1998 - August 1998

Skills
Investment Strategies, Securities, Investment Advisory, Relationship Management, Financial Services, Institutional Investors, Institutional Client..., Institutional Sales, Institutional..., Series 66, Series 7, Consultants, Investor Relations, Institutional..., Retirement, Asset Management

Education
University of Pittsburgh   1995 — 2001
Bachelor of Science in Business Administration, Finance

Harriton High School   1992 — 1995

Chris Fortunato Chris Fortunato New York, New York Details
Chris Fortunato's Delaware Investments, a member of the Macquarie Group Experience 2010 - 2010
Job KEC Ventures
Industry Venture Capital & Private Equity
Experience
KEC Ventures   2012 - Present
New World Aviation, Inc   2012 - Present
David Burke Group  2012 - Present
Aegis Capital  2011 - 2012
Janney Montgomery Scott  2011 - 2011
Delaware Investments, a member of the Macquarie Group   2010 - 2010

Skills
Venture Capital, Private Equity, Corporate Development, Investments, Securities, Financial Modeling, Start-ups, Entrepreneurship, Valuation, Due Diligence, Equities, Private Placements

Education
University of Pennsylvania - The Wharton School

Rob Pal Rob Pal Greater Philadelphia Area Details
Rob Pal's Delaware Investments, a member of the Macquarie Group Experience June 2001 - October 2005
Job VP, Head of Wholesale Distribution (LFD) and Enterprise Sales Reporting IT at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  November 2011 - Present
Lincoln Financial Distributors  June 2007 - November 2011
Lincoln Financial Distributors  October 2005 - June 2007
Delaware Investments, a member of the Macquarie Group   June 2001 - October 2005
Delaware Investments, a member of the Macquarie Group   June 2000 - June 2001
Delaware Investments, a member of the Macquarie Group   June 1999 - June 2000
Andersen Consulting  July 1990 - June 1999

Skills
Alternative Investments, Analytics, Business Intelligence, Business Process..., CRM, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Process Improvement, Project Management, Retirement Planning, SDLC, Salesforce.com, Strategic Planning, Strategy, Vendor Management, Wealth Management

Education
University of Pennsylvania - The Wharton School   1986 — 1990
B.S. in Economics, Finance

Jim Stoltz, CPA, CIA, CFSA, CRCM, CRMA Jim Stoltz, CPA, CIA, CFSA, CRCM, CRMA Greater Philadelphia Area Details
Jim Stoltz, CPA, CIA, CFSA, CRCM, CRMA's Delaware Investments, a member of the Macquarie Group Experience June 2010 - December 2010
Job Company Commander / OIC
Industry Banking
Experience
US Navy Reserve  September 2015 - Present
NHS Human Services  August 2015 - Present
Agora Cyber Charter School  2011 - Present
GTM Risk Management LLC   December 2014 - August 2015
US Navy Reserve  November 2013 - August 2015
GTM Risk Management LLC   May 2011 - December 2014
US Navy Reserve  December 2011 - October 2013
RSM McGladrey  January 2011 - May 2011
Delaware Investments, a member of the Macquarie Group   June 2010 - December 2010
TD Bank  June 2009 - May 2010

Skills
Sarbanes-Oxley, Auditing, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Enterprise Risk..., Accounting, Risk Assessment, Financial Reporting, Risk Management, Banking, Operational Risk..., Process Improvement, Credit, Financial Audits, Financial Services, Analysis, Finance, Assurance, CPA, Insurance, Due Diligence, Cash Management, Financial Risk, Operational Risk, Fraud, Financial Accounting, Financial Modeling, GAAP

Education
University of Phoenix   2007 — 2009
Master of Business Administration (MBA), 3.93

Villanova University   1996 — 2000
BSBA, Finance

Dan Moffa Dan Moffa Greater Philadelphia Area Details
Dan Moffa's Delaware Investments, a member of the Macquarie Group Experience March 2010 - Present
Job Facilities Manager at Delaware Investments/Macquarie
Industry Facilities Services
Experience
Delaware Investments, a member of the Macquarie Group   March 2010 - Present
Mercer  February 2008 - January 2010
ARKEMA, INC  February 2007 - January 2008
Trammell Crow Company  May 2004 - February 2007
Reuters America  January 2000 - January 2003
Pennoni Associates  January 1988 - January 2000

Skills
Facilities Management, Budgets, Contract Management, System Administration, Leadership, Project Planning, Management, Team Building, Vendor Management, Corporate Real Estate, Disaster Recovery, Training, Process Scheduler, Negotiation, Analysis, Outsourcing, Purchasing, Human Resources, Security, Customer Service, Project Management

Education
University of Pittsburgh   1979 — 1985
Bachelor of Science, Business Management

Great Latrobe High School

Brian Dillon Brian Dillon Greater Philadelphia Area Details
Brian Dillon's Delaware Investments, a member of the Macquarie Group Experience September 1995 - April 2001
Job Chief Risk and Compliance Officer at OMAM (Old Mutual Asset Management)
Industry Investment Management
Experience
Old Mutual Asset Management  November 2008 - Present
Old Mutual Asset Management  December 2005 - November 2008
Liberty Ridge Capital  October 2004 - December 2005
Old Mutual Advisor Funds / PBHG Funds   2001 - 2005
Pilgrim Baxter & Associates  April 2001 - October 2004
Delaware Investments, a member of the Macquarie Group   September 1995 - April 2001
Corestates Financial Corp / Philadelphia National Bank   November 1988 - August 1995
Federal Energy Regulatory Commission  1985 - 1988

Education
University of Scranton   1981 — 1985
BS, Accounting

Alexandra Caffrey Alexandra Caffrey New York, New York Details
Alexandra Caffrey's Delaware Investments, a member of the Macquarie Group Experience June 2008 - August 2008
Job Manager, Treasury and Investor Relations at IAC
Industry Media Production
Experience
IAC  September 2013 - Present
NBCUniversal, Inc.   March 2012 - September 2013
PPC  August 2010 - March 2012
Penn Fund Calling Crew   September 2006 - August 2010
Comcast  June 2009 - September 2009
Delaware Investments, a member of the Macquarie Group   June 2008 - August 2008

Skills
Finance, Fixed Income, Treasury Management, Treasury

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BS, Economics

Brooks School   2002 — 2006
High School Diploma

Michael Foley, CFA Michael Foley, CFA Greater Philadelphia Area Details
Michael Foley, CFA's Delaware Investments, a member of the Macquarie Group Experience February 2015 - Present
Job Equity Analyst at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   February 2015 - Present
Patriot Financial Partners   August 2011 - February 2015
Janney Montgomery Scott  July 2009 - July 2011

Skills
Private Equity, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Investment Banking, Investments

Education
University of Pennsylvania - The Wharton School   2005 — 2009
BS, Finance and Accounting

Sam Hamilton Sam Hamilton Greater Philadelphia Area Details
Sam Hamilton's Delaware Investments, a member of the Macquarie Group Experience May 2006 - July 2006
Job MBA Candidate at Villanova University
Industry Real Estate
Experience
Beacon Rock LLC   2012 - Present
Lubert-Adler Real Estate Funds  June 2015 - July 2015
LV Real Estate Advisors   June 2014 - March 2015
Priton Homes LLC   February 2013 - March 2014
PREIT  January 2011 - February 2013
PREIT  January 2011 - August 2012
PREIT  June 2009 - January 2011
Delaware Investments, a member of the Macquarie Group   May 2006 - July 2006

Skills
Real Estate, Shopping Centers, Leases, Tenant, Corporate Real Estate, Investments, Real Estate Transactions, Real Estate Development, Entrepreneurship, Real Estate Economics, Location Intelligence, Marketing, Due Diligence, Asset Management, Management, Disposition, Lease Administration, Investment Properties, Lease Negotiations, Landlords, Property Management, Valuation, Sales Management, Landlord, Asset Managment, International Business, Acquisitions, Commercial Real Estate, Dispositions

Education
Villanova University   2014 — 2016
Master of Business Administration (M.B.A.), Real Estate, Finance, Strategic Management

University of Richmond   2004 — 2008
Bachelor of Arts (B.A.), Political Science; Urban Development

The Haverford School   2001 — 2004

Cardigan Mountain School   1999 — 2001

Daniel McManus Daniel McManus Greater Philadelphia Area Details
Daniel McManus's Delaware Investments, a member of the Macquarie Group Experience March 1994 - March 1995
Job Managing Director of Global Equity Trading at Turner Investments, L.P.
Industry Investment Management
Experience
Turner Investments, L.P.   March 1995 - Present
Turner Investment Partners  March 1995 - Present
Delaware Investments, a member of the Macquarie Group   March 1994 - March 1995
Foley Mufson & Howe   March 1993 - March 1994
Meridian Asset Management  April 1988 - March 1993
Provident National Bank  April 1985 - April 1988

Skills
Alternative Investments, Equity trading, Trading Desk Management, Global Equity, Public Speaking, Institutional..., Managing Director, Vendor Management, Soft Dollar Management, Trading Education, Bloomberg, Reuters, Factset, Athena, Derivatives, Technical Analysis, Hedge Funds, Securities, Electronic Trading, Investments, Financial Markets, Emerging Markets, Trading Strategies, Investment Management, Equity Research, Equity Trading, Equities, Series 63, Investment Strategies

Education
Wharton School, University of Pennsylvania   1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing and Management, Cum Laude

Rajiv Shah Rajiv Shah Greater Philadelphia Area Details
Rajiv Shah's Delaware Investments, a member of the Macquarie Group Experience January 2013 - May 2014
Job Director Projects, Life Sciences at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  October 2014 - Present
Teva Pharmaceuticals (Icon Solutions Consultants)   May 2014 - October 2014
Delaware Investments, a member of the Macquarie Group   January 2013 - May 2014
AstraZeneca Pharmaceuticals  November 2009 - January 2013
AstraZeneca Pharmaceuticals  July 2008 - October 2009
AstraZeneca Pharmaceuticals  October 2005 - June 2008
AstraZeneca Pharmaceuticals  August 2001 - October 2005
First Consulting Group  September 1997 - August 2001
Galaxy Scientific Corporation  January 1996 - August 1997
Premier Solutions Inc   April 1995 - December 1995

Skills
Program Management, Stakeholder Management, Project Delivery, Change Management, Project Portfolio..., IT Management, SDLC, Team Leadership, Consultancy, Consultants, Global Delivery, Large Programs, Program Delivery..., PMO, Project Management, Resource Management, Infrastructure, Team Management, Agile Project Management, Information Technology, Agile Methodologies, Leadership, IT Strategy, Management, Integration, IT Service Management, Governance, Enterprise Architecture, Business Process, ITIL, Cross-functional Team..., Requirements Analysis, Service Management, Testing, Project Planning, Risk Management, Outsourcing, Vendor Management, Service Delivery, System Deployment, Software Project..., Solution Architecture, Data Center

Education
University of Pennsylvania - The Wharton School   2005 — 2005
Post-baccalaureate, Business Essentials Certification

Widener University   1989 — 1993
BS, Electrical Engineering

Rachel Jacobs Rachel Jacobs Greater New York City Area Details
Rachel Jacobs's Delaware Investments, a member of the Macquarie Group Experience May 2010 - Present
Job Vice President, Head of Key Accounts Wirehouse Channel
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   May 2010 - Present
Goldman Sachs  December 2005 - May 2010
Lord Abbett  2001 - 2005
Merrill Lynch  July 1999 - October 2001

Skills
Series 7, Mutual Funds, Investments, Relationship Management, Series 63

Education
University of Rhode Island   1995 — 1999

Joseph Thornton, CFA Joseph Thornton, CFA Greater New York City Area Details
Joseph Thornton, CFA's Delaware Investments, a member of the Macquarie Group Experience 2006 - 2006
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  January 2014 - Present
CapitalSpring  July 2011 - October 2013
Gordian Group LLC  July 2007 - June 2011
Delaware Investments, a member of the Macquarie Group   2006 - 2006

Education
University of Pennsylvania   2003 — 2007
Bachelor’s Degree, Economics, Mathematics

Aisling McCann Aisling McCann Philadelphia, Pennsylvania Details
Aisling McCann's Delaware Investments, a member of the Macquarie Group Experience May 2011 - Present
Job Relationship Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   May 2011 - Present
Delaware Investments, a member of the Macquarie Group   January 2008 - May 2011
Delaware Investments  2006 - 2008

Skills
Mutual Funds, Series 6, Banking, Customer Service, Leadership, Series 63, Risk Management, Project Management, Finance, Microsoft Excel, Business Analysis, Financial Analysis, Asset Managment, Series 7, PowerPoint, Strategic Planning, Separately Managed..., Team Building, Access, Outlook, Training

Education
University of Scranton   2001 — 2006
BS, Marketing

Alfred D. Galanti, CFP Alfred D. Galanti, CFP Greater Philadelphia Area Details
Alfred D. Galanti, CFP's Delaware Investments, a member of the Macquarie Group Experience 1994 - 1996
Job Vice President & Investment Portfolio Manager at First Niagara Private Client Services
Industry Investment Management
Experience
First Niagara Private Client Services   2001 - Present
Univest  1998 - 2001
Univest  1996 - 1998
Delaware Investments, a member of the Macquarie Group   1994 - 1996

Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Retirement Planning, Mutual Funds

Education
University of Pittsburgh
BS, Economics and Psychology

C. Max Funk, CFA C. Max Funk, CFA Greater Philadelphia Area Details
C. Max Funk, CFA's Delaware Investments, a member of the Macquarie Group Experience September 2008 - December 2009
Job Financial Investment Professional at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  June 2013 - Present
LGL Partners, LLC   August 2012 - June 2013
Brinker Capital  January 2010 - August 2012
Delaware Investments, a member of the Macquarie Group   September 2008 - December 2009

Skills
Asset Managment, Investments, Asset Allocation, Equities, Financial Analysis, Hedge Funds, Alternative Investments

Education
University of Pennsylvania   2004 — 2008
BA, Economics

St. Joseph's Prep   2000 — 2004

Amy McKay Kemmerer Amy McKay Kemmerer Greater Pittsburgh Area Details
Amy McKay Kemmerer's Delaware Investments, a member of the Macquarie Group Experience December 2009 - Present
Job TA Project Manager at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group   December 2009 - Present
Delaware Investments, a member of the Macquarie Group   January 2008 - December 2009
Delaware Investments, a member of the Macquarie Group   July 2007 - January 2008

Skills
Mutual Funds, Project Management, Closed-end Funds, transfer agent oversight, Operational Oversight, Mergers, Proxy, Project Oversight, Qualified Retirement..., omnibus conversions, Series 6, Series 63, Customer Service, Mergers & Acquisitions, Investments

Education
University of Pittsburgh   2003 — 2007
BA, Business- Financial Accounting

Pine-Richland High School   1999 — 2003
Diploma

Patrick Molignano Patrick Molignano Greater Philadelphia Area Details
Patrick Molignano's Delaware Investments, a member of the Macquarie Group Experience April 2010 - July 2011
Job RFP Specialist at Delaware Investments
Industry Financial Services
Experience
Delaware Investments  September 2013 - Present
BNY Mellon  July 2011 - September 2013
Delaware Investments, a member of the Macquarie Group   April 2010 - July 2011
Advanced Health Media (AHM)   October 2005 - December 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Photoshop, Budgets, Strategic Planning

Education
University of Scranton   2001 — 2005
Bachelor of Arts (B.A.), History

Jason Mayo Jason Mayo Reading, Pennsylvania Details
Jason Mayo's Delaware Investments, a member of the Macquarie Group Experience August 2008 - July 2011
Job Trade Desk Lead at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2011 - Present
Delaware Investments, a member of the Macquarie Group   August 2008 - July 2011

Skills
FINRA Series 6, FINRA Series 63, Mutual Funds, Securities, Investments

Education
University of Pittsburgh-Johnstown
BS, Business Marketing

Chris Carnall Chris Carnall Wayne, Pennsylvania Details
Chris Carnall's Delaware Investments, a member of the Macquarie Group Experience June 2012 - August 2012
Job Student at University of Scranton
Industry Management Consulting
Experience
The Hartford  June 2013 - August 2013
Delaware Investments, a member of the Macquarie Group   June 2012 - August 2012
Brioso Fresh Pasta  May 2011 - August 2011
A&P/Superfresh   May 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg

Education
University of Scranton   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Operations

Lisa Pickett Lisa Pickett Greater Philadelphia Area Details
Lisa Pickett's Delaware Investments, a member of the Macquarie Group Experience April 2001 - September 2005
Job Financial Reporting Specialist
Industry Financial Services
Experience
BNY Mellon  October 2012 - Present
JPMorgan Chase  2011 - 2011
Janney Montgomery Scott  September 2005 - December 2008
Delaware Investments, a member of the Macquarie Group   April 2001 - September 2005

Skills
Mutual Funds, Microsoft Excel, Risk Management, Insurance, Access, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Financial Statements, Customer Service, Account Reconciliation

Education
University of Phoenix

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