Delegate Advisors

Industry: Company

Description

Founded: 2010

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Delegate Advisors Employees

Employee
Years
Job
Industry
Christopher Kah Christopher Kah North Palm Beach, Florida Details
Christopher Kah's Delegate Advisors Experience May 2012 - December 2012
Job Operations & Business Development at SaltMines Group, LLC
Industry Venture Capital & Private Equity
Experience
SaltMines Group, LLC   June 2015 - Present
K-Rain Manufacturing Corporation  May 2015 - Present
Arsenal Venture Partners  2013 - March 2015
Vocap Investment Partners   2013 - 2013
Delegate Advisors   May 2012 - December 2012
Lighthouse Partners  June 2011 - August 2011

Education
University of North Carolina at Chapel Hill   2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General

University of Virginia   2010 — 2010

Carolyn (Ovaitt) Christians Carolyn (Ovaitt) Christians Chapel Hill, North Carolina Details
Carolyn (Ovaitt) Christians's Delegate Advisors Experience January 2012 - Present
Job Office Manager at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors   January 2012 - Present
CanesCountry.com   September 2009 - January 2012
Colony East, LLC   January 2003 - November 2009
Dering Harbor Inc   January 2000 - November 2009
Carolyn Ovaitt, Architect PA   April 1991 - February 2004
Lakewood Custom Homes, Inc   July 1994 - December 2003
University of Texas at Arlington  August 1993 - December 1993
Barton Myers Associates, Inc.   June 1988 - September 1989
Pei Cobb Freed & Partners  July 1986 - August 1987
Cunningham Engineering, Houston, Texas   September 1984 - June 1986

Skills
Contract Negotiation, Marketing, Budgets, Real Estate, Real Estate Development, Property Management, Project Planning, IT Management, Writing, Architecture, Interior Design, Social Media Marketing, Microsoft Office, Customer Service, Office Administration, Quickbooks, Quicken, Payroll Processing, MS Office Suite, Junxure, Human Resources, Customer Relations, Construction Management, Internal Communications, Social Media Relations, Professional Organizing, Trade Compliance

Education
Princeton University   1989 — 1991
Master of Architecture, Architecture, Art and Arch History

Rice University   1982 — 1988
Bachelor of Architecture; Bachelor of Arts, Architecture; Art and Architectural theory and history

Ann Dunn Andracchio Ann Dunn Andracchio New York, New York Details
Ann Dunn Andracchio's Delegate Advisors Experience September 2012 - December 2012
Job Retail Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Barclays Investment Bank  June 2013 - August 2013
Grant Thornton International Ltd  January 2013 - April 2013
Delegate Advisors   September 2012 - December 2012
RBC Capital Markets  June 2012 - August 2012

Skills
Bloomberg, PowerPoint, Mergers, Microsoft Word, Finance, Microsoft Excel, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation, Bloomberg Terminal, Economics, Private Equity, Investments

Education
University of North Carolina at Chapel Hill   2010 — 2014

Jennifer Wootton Jennifer Wootton La Jolla, California Details
Jennifer Wootton's Delegate Advisors Experience March 2012 - January 2015
Job VP of Operations & Client Relations at AlphaCore Capital
Industry Financial Services
Experience
AlphaCore Capital LLC   February 2015 - Present
Delegate Advisors   March 2012 - January 2015
Duckworth Mehner Private Wealth Advisors   January 2007 - July 2011
Atticus Capital  April 2005 - August 2006
American Residential Funding  May 2003 - March 2005
Scripps Health  September 2002 - May 2003

Skills
Marketing, Investor Relations, Social Media, Investment Advisory, Start-ups, Business Development, Sales, Leadership, Financial Analysis, Loans, Strategic Planning, Management, Process Improvement, Financial Advisory, Entrepreneurship, Risk Management, Finance

Education
College for Financial Planning   2009 — 2009
Certified Financial Planner Certification Professional Education Program

University of California, San Diego   2000 — 2002
Bachelor of Arts, Economics, Psychology

Chris Chavez Chris Chavez San Francisco Bay Area Details
Chris Chavez's Delegate Advisors Experience February 2012 - June 2013
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS  June 2013 - Present
Delegate Advisors   February 2012 - June 2013
Brownson, Rehmus & Foxworth   June 2008 - February 2012

Education
Haas School of Business, UC Berkeley   2011 — 2013
M.B.A., Finance

University of California, Berkeley   2004 — 2008
B.A., Economics

2015 Level III Candidate in the CFA Program

Paul R. Perez, CFA Paul R. Perez, CFA San Francisco Bay Area Details
Paul R. Perez, CFA's Delegate Advisors Experience February 2012 - Present
Job Partner at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors   February 2012 - Present
Springcreek Advisors LLC  2011 - 2012
Northern Trust Company  2008 - 2011
HRJ Capital  2006 - 2008
Lyon Ventures, LLC   2000 - 2005
US Trust Company of New York  1998 - 2000
The Scion Group LLC   1995 - 1998
Credit Suisse  1991 - 1995
Bankers Trust Company  1987 - 1991

Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking

Education
Stanford University Graduate School of Business   1985 — 1987
MBA

Boston College   1975 — 1976
MA, Philosophy

Loyola Marymount University   1973 — 1975
BA, Philosophy

St; John's College Seminary   1971 — 1973

Samuel Miner Samuel Miner Chapel Hill, North Carolina Details
Samuel Miner's Delegate Advisors Experience June 2011 - August 2011
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Nike  June 2014 - Present
City Sports  June 2014 - Present
Income Research & Management  June 2013 - August 2013
Delegate Advisors   June 2011 - August 2011

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

Education
University of North Carolina at Chapel Hill   2015 — 2017

University of Pennsylvania - The Wharton School   2013 — 2014
Bachelor of Arts (B.A.), Economics

Robert Borden Robert Borden Raleigh-Durham, North Carolina Area Details
Robert Borden's Delegate Advisors Experience January 2012 - Present
Job Chief Investment Officer and Managing Partner
Industry Financial Services
Experience
Delegate Advisors   January 2012 - Present
Athene Annuity & Life Insurance Company   2010 - Present
Apollo Tactical Income Fund Inc   2013 - Present
Apollo Senior Floating Rate Fund Inc.   2013 - Present
South Carolina Retirement System   2006 - 2011
South Carolina Deferred Compensation Commission   2006 - 2011
Louisiana State Employees’ Retirement System  April 1995 - April 2006
Pension Fund Data Exchange   1998 - 2006
Louisiana Deferred Compensation Commission   1995 - 2006
National Association of State Investment Officers (NASIO)   1998 - 1998

Skills
Research, Teaching, Public Speaking, Strategic Planning, Chartered Financial..., Chartered Alternative..., Financial Analysis, Portfolio Management, Finance, Mergers & Acquisitions, Investments

Education
Louisiana State University   1996 — 1998
Master of Science, Major in Finance

The University of Texas at Austin   1982 — 1986
Bachelor of Business Administration (BBA), Major in Finance

Carrie A. Couto Carrie A. Couto Raleigh-Durham, North Carolina Area Details
Carrie A. Couto's Delegate Advisors Experience March 2014 - Present
Job Corporate Controller at Delegate Advisors, LLC
Industry Financial Services
Experience
Delegate Advisors   March 2014 - Present
TOSHIBA Global Commerce Solutions, Inc  September 2013 - November 2013
Red Hat  May 2008 - August 2011
Investors Bank & Trust (State Street)   November 2000 - August 2007
John Hancock Financial Services  1999 - 2000
Haggett Longobardi  1993 - 1999

Skills
Oracle Financials, Corporate Accounting, General Ledger, Fixed Asset Accounting, Intangible Assets, Team Leadership, Financial Accounting, Financial Consolidations, Building Strong Teams, Fixed Assets, Technical Accounting, Organization Skills, Accounting, Accounts Payable, Corporate Finance

Education
Suffolk University - Sawyer School of Management   1999 — 2004
MBA, Finance concentration

Bentley College   1988 — 1992
Bachelor of Science, Accounting

James Powers James Powers Raleigh-Durham, North Carolina Area Details
James Powers's Delegate Advisors Experience March 2012 - Present
Job Analyst, Delegate Advisors
Industry Financial Services
Experience
Delegate Advisors   March 2012 - Present
Atlas Diligence, LLC  January 2012 - May 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   December 2008 - July 2011
Clifford Chance LLP  October 2006 - December 2008

Education
Duke Fuqua School of Business   2011 — 2013
Master of Business Administration (M.B.A.), Investment Finance and Financial Analysis

Villanova Law School   2003 — 2006
Doctor of Law (J.D.)

Wake Forest University   1997 — 2001
Bachelor of Arts (B.A.), Economics

Dennis Miner Dennis Miner Chapel Hill, North Carolina Details
Dennis Miner's Delegate Advisors Experience March 2010 - May 2012
Job Founder, Miner Partners, LLC
Industry Investment Management
Experience
Miner Partners, LLC   November 2014 - Present
NEPC  March 2013 - October 2014
Delegate Advisors   March 2010 - May 2012
Morgan Creek Capital Management  April 2004 - March 2010
Credit Suisse  August 2000 - October 2002
Donaldson, Lufkin & Jenrette   August 1994 - August 2000

Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics

Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)

Tanya Cain Holmes Tanya Cain Holmes Raleigh, North Carolina Details
Tanya Cain Holmes's Delegate Advisors Experience February 2012 - Present
Job Reporting Analyst at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors   February 2012 - Present
Varsity Women's Soccer Team   2008 - 2012

Skills
Business Analysis, Financial Analysis, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Customer Service, VBA, Financial Modeling, Financial Reporting, Data Analysis, Access, Bank Reconciliation, Journal Entries, Client Billing, QuickBooks, Advocate Of Teamwork, Outlook

Education
North Carolina State University   2008 — 2012
Bachelor of Science (B.S.), Accounting

East Carolina University   2013 — 2014
Master of Business Administration (MBA), Finance

Brian Miner Brian Miner San Francisco Bay Area Details
Brian Miner's Delegate Advisors Experience 2011 - Present
Job Partner at Delegate Advisors
Industry Financial Services
Experience
Delegate Advisors   2011 - Present
Global Wealth Allocation, Ltd   October 2006 - September 2007
Monitor Group  2004 - 2006

Skills
Investments

Education
Worcester Polytechnic Institute   1986 — 1988
MS, Management

Bryant University   1978 — 1982
BS, Finance

Alan Faulkner Alan Faulkner New York, New York Details
Alan Faulkner's Delegate Advisors Experience March 2010 - March 2011
Job Vice President
Industry Venture Capital & Private Equity
Experience
Square 1 Bank  March 2011 - Present
Delegate Advisors   March 2010 - March 2011
FMI Capital Advisors   September 2009 - March 2010
University of Virginia  August 2007 - July 2009
St. David's School   August 2006 - June 2007

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), English Literature

Dan MacLachlan Dan MacLachlan Cary, North Carolina Details
Dan MacLachlan's Delegate Advisors Experience May 2015 - Present
Job Analyst at Delegate Advisors
Industry Financial Services
Experience
Delegate Advisors   May 2015 - Present
United Advisors/Graphic Moxie   February 2007 - Present
Target  April 2005 - January 2006

Education
University of North Carolina at Wilmington   2004 — 2007
Bachelor of Business Administration (B.B.A.), Economics and Finance

Louisburg College
Associates, Science

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