East Coast Asset Management

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East Coast Asset Management Employees

Employee
Years
Job
Industry
Brendan Erhard Brendan Erhard Greater Boston Area Details
Brendan Erhard's East Coast Asset Management Experience 2011 - 2011
Job Portfolio Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management  March 2011 - Present
East Coast Asset Management   2011 - 2011
Western Standard Partners   2010 - 2010

Education
Boston College   2006 — 2010
B.A., International Studies with a concentration in Economics

Institut d'Etudes politiques de Paris   2009 — 2009
study abroad program

Barnstable High School

Denislav Ivanov Denislav Ivanov Brighton, Massachusetts Details
Denislav Ivanov's East Coast Asset Management Experience June 2010 - August 2010
Job Business Analyst at Netage Solutions
Industry Computer Software
Experience
Netage Solutions  September 2011 - Present
East Coast Asset Management   June 2010 - August 2010
Eastmark Group   2008 - 2009
Citi  2006 - 2007

Skills
Management, Investments, Analysis, Financial Modeling, CRM, Equities, Equity Research, Corporate Finance, Valuation, Alternative Investments, Accounting, Financial Analysis, Project Management, Finance, Business Analysis

Education
Boston College   2009 — 2011
Master of Business Administration (MBA), Asset Management

Boston College   2007 — 2008
Master of Science (M.S.), Finance

University of Maine   2002 — 2006
Bachelor of Science (B.S.), Finance and International Business

Daniel McQueen Daniel McQueen Greater Boston Area Details
Daniel McQueen's East Coast Asset Management Experience June 2014 - May 2015
Job Republic Services
Industry Renewables & Environment
Experience
Republic Services  June 2015 - Present
M & M Liquor Mart   September 2008 - Present
East Coast Asset Management   June 2014 - May 2015
Sentinel Benefits & Financial Group  June 2011 - August 2012

Skills
Finance, Financial Analysis, Business Analysis, Business Strategy, Data Analysis, Consumer Package Goods, Investments, Investment Strategies, Film

Education
Bentley University   2010 — 2013
Bachelor of Science (BS), Finance, General, Summa Cum Laude Overall GPA 3.85/4.00

Chenqi (Steven) Zhou Chenqi (Steven) Zhou Greater Boston Area Details
Chenqi (Steven) Zhou's East Coast Asset Management Experience June 2015 - August 2015
Job Summer Equity Research Analyst, 2016 MBA/MSF candidate at Boston College, Passed CFA Level III
Industry Financial Services
Experience
East Coast Asset Management   June 2015 - August 2015
Harvard University  June 2015 - August 2015
Cinda Securities  February 2013 - June 2014
KPMG Audit  October 2010 - January 2013
HSBC  July 2009 - August 2009

Skills
Financial Reporting, Financial Analysis, Auditing, Corporate Finance, Financial Modeling, Valuation, External Audit, IFRS, Big 4, Risk Management, Assurance, Internal Controls, GAAP, Mergers & Acquisitions, Finance, Management, Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2014 — 2016
Master of Business Administration (M.B.A.), Asset Management

Shanghai Institute of Foreign Trade   2006 — 2010
Bachelor of Arts (BA), Economics

Shanghai Jincai High School   2002 — 2006
High School

Christopher Bekel Christopher Bekel Greater Boston Area Details
Christopher Bekel's East Coast Asset Management Experience May 2013 - Present
Job Financial Planning Associate at East Coast Asset Management
Industry Financial Services
Experience
East Coast Asset Management   May 2013 - Present
Boston Hill Advisors   June 2012 - April 2013
East Coast Asset Management   July 2011 - August 2011
Lexington Wealth Management  June 2010 - August 2010

Education
Bryant University   2008 — 2012
Bachelor of Science in Business Administration, with concentrations in Financial Services and Economics

John Shepherd John Shepherd Portland, Oregon Details
John Shepherd's East Coast Asset Management Experience October 2013 - November 2014
Job Vice President, Wealth Advisor at Columbia Bank
Industry Financial Services
Experience
Columbia Bank  November 2014 - Present
East Coast Asset Management   October 2013 - November 2014
Lateef Investment Management  February 2005 - April 2013
Fidelity Investments  January 2000 - February 2005

Skills
Investment Advisory, Start-ups, Relationship Management, Asset Management, Strategy, Institutional Sales, Wealth Management, Estate Planning, Strategic Financial..., Investment Consulting, Large Cap Value, Multi Cap Growth, High Quality US Equity, Diversification, Satellite, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Financial Planning, Investment Management, Financial Services, Portfolio Management, Equities, Investment Advisory..., Mutual Funds

Education
City University of New York   1985 — 1987
Master of Business Administration (MBA), Accounting and Finance

St Anselm College   1976 — 1980
Bachelor of Science (BS), Economics

William H. Hall High School, West Hartford CT   1974 — 1976

Kingswood Oxford School, West Hartford, CT   1972 — 1974

Gina Koprowski Gina Koprowski Greater Boston Area Details
Gina Koprowski's East Coast Asset Management Experience October 2009 - December 2010
Job Director of Client Management at Aureus Asset Management
Industry Financial Services
Experience
Aureus Asset Management   December 2010 - Present
Financial Planning Association of MA   October 2010 - January 2012
BEPC   2005 - January 2011
East Coast Asset Management   October 2009 - December 2010
Outdoor Explorations  July 2009 - June 2010
Fidelity Investments  June 2004 - October 2009
Delessert Financial Services   August 2001 - May 2004
Fidelity Investments  February 1997 - September 2001
Fidelity Brokerage Company UK   September 1996 - February 1998
ROCKEFELLER FINANCIAL SERVICES, INC., New York, NY   March 1992 - September 1994

Skills
Wealth Management, Series 7, Investment Management, Hedge Funds, High Net Worth..., Financial Services, Fixed Annuities, Wealth Management..., Fixed Income, Series 6, Uniform Combined State..., Wealth, Equity Research, Pensions, Bonds, Financial Analysis, 401k, Relationship Management, Insurance, Financial Planners, Financial Modeling

Education
University of Maryland - Robert H. Smith School of Business   1994 — 1996
MBA, Logistics and Finance

McGill University   1984 — 1988
BA, Economics

Christopher M. Begg, CFA Christopher M. Begg, CFA Greater Boston Area Details
Christopher M. Begg, CFA's East Coast Asset Management Experience September 2008 - Present
Job President/Chief Investment Officer/CoFounder at East Coast Asset Management, Inc.
Industry Investment Management
Experience
Columbia Business School  May 2011 - Present
East Coast Asset Management   September 2008 - Present
Moody Aldrich Partners   May 2007 - September 2008
Boston Research and Management Inc.   June 1996 - May 2007

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1990 — 1994

Barnstable High School

Kelcey Trecartin Kelcey Trecartin Danvers, Massachusetts Details
Kelcey Trecartin's East Coast Asset Management Experience September 2013 - December 2013
Job MBA Student at Endicott College
Industry Financial Services
Experience
Electric Insurance Company  June 2014 - December 2014
East Coast Asset Management   September 2013 - December 2013
Electric Insurance Company  May 2013 - September 2013

Skills
Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Business Strategy, Teamwork, Customer Service, Data Entry, Time Management, Access, Research, English, Social Media, Public Speaking, Office Management, Excel models

Education
Endicott College   2015 — 2016
Master of Business Administration (M.B.A.), Finance, General, 3.86

Endicott College   2011 — 2014
Bachelor's Degree, Business Administration and Finance

Bryant University   2010 — 2010

Patrick Hendrickson Patrick Hendrickson Greater Boston Area Details
Patrick Hendrickson's East Coast Asset Management Experience May 2014 - September 2014
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  March 2015 - Present
East Coast Asset Management   May 2014 - September 2014

Skills
Microsoft Excel, PowerPoint, Teamwork, Time Management, Microsoft Word, Customer Service, Leadership, Market Research, Economics, Microsoft Office, Management

Education
Bryant University   2011 — 2015
Bachelor of Science, Business Administration, GPA = 3.50

Hamilton-Wenham Regional High School   2007 — 2011
College/University Preparatory Diploma Program, GPA = 3.87

Luke Ferriter, CFA Luke Ferriter, CFA Greater Boston Area Details
Luke Ferriter, CFA's East Coast Asset Management Experience February 2012 - September 2012
Job Corporate Credit Analyst at Income Research & Management
Industry Investment Management
Experience
East Coast Asset Management   February 2012 - September 2012
GMO  June 2006 - August 2011
Brown Brothers Harriman  June 2005 - June 2006
State Street Bank  September 2003 - June 2005

Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equity Valuation, Bloomberg, Wealth Management, Investments, Equities, Asset Management, Mergers & Acquisitions, Fixed Income Analysis, Credit Analysis, Fixed Income, Alternative Investments

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2013
MBA, Asset Management

Colby College   1999 — 2003
Bachelor of Arts, Economics

John Slupski, CFP®, MBA John Slupski, CFP®, MBA Greater Boston Area Details
John Slupski, CFP®, MBA's East Coast Asset Management Experience June 2011 - Present
Job Fee Only Financial Planner Principal and Senior Managing Director at East Coast Asset Management
Industry Financial Services
Experience
East Coast Asset Management   June 2011 - Present
Pegaesus Advisors Inc.   March 2009 - June 2011
Wingate Financial Group   April 1999 - March 2009
Blue Cross/Blue Shield of Mass.   1992 - 1999
All-Star Sports Cards   1990 - 1993

Skills
Financial Planning, Retirement Planning, Wealth Management, Retirement Income..., Investments, Insurance Planning, Risk Management, Long Term Care, High Net Worth..., 401k, Pensions, Tax, Trusts, Mortgage, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investment Strategies

Education
Boston University - School of Management   1998 — 2001
Master of Business Administration (M.B.A.)

Boston University   1986 — 1990
Dual Degrees - BA / BS, Journalism / Political Science

David W. Lemons, CFA David W. Lemons, CFA Greater Boston Area Details
David W. Lemons, CFA's East Coast Asset Management Experience May 2013 - Present
Job Senior Managing Director at East Coast Asset Management, LLC
Industry Investment Management
Experience
East Coast Asset Management   May 2013 - Present
Knott Asset Management, LLC   May 2011 - May 2013
Vedette Asset Management, LLC   September 2006 - June 2011
Foster Dykema Cabot & Company   December 2002 - December 2005
Cambridge Trust Company  1999 - 2002

Skills
Equities

Education
Trinity College-Hartford   1984 — 1988
BA, History

Wilmington Friends School

Jack McManus Jack McManus Greater Boston Area Details
Jack McManus's East Coast Asset Management Experience June 2009 - May 2011
Job Vice President, US Equities at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments  September 2011 - Present
East Coast Asset Management   June 2009 - May 2011
East Coast Asset Management   September 2008 - May 2009
Standard Life Investments  June 2008 - August 2008
Aon  April 2007 - July 2007
Aon  September 2002 - April 2007

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2009
MBA, Asset Management

Duke University   1998 — 2002
Bachelor of Science (BS), Economics

Michael Xanthopoulos Michael Xanthopoulos Washington, District Of Columbia Details
Michael Xanthopoulos's East Coast Asset Management Experience May 2011 - August 2012
Job Investment Analyst at District of Columbia Retirement Board
Industry Financial Services
Experience
District of Columbia Retirement Board  May 2013 - Present
East Coast Asset Management   May 2011 - August 2012
Boston College  August 2011 - May 2012
Cambridge Associates  September 2007 - August 2010
Cambridge Associates  June 2006 - September 2007

Skills
Investments, Financial Modeling, Hedge Funds, Valuation, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Strategic Financial..., Financial Markets, Bloomberg, Portfolio Management, Equities, Alternative Investments, Asset Management, Fixed Income

Education
Boston College - Wallace E. Carroll Graduate School of Management   2010 — 2012
Master of Business Administration (MBA), Asset Management

Lafayette College   2002 — 2006
Bachelor's Degree, Economcis & Business, English

Donald Hannan Donald Hannan Greater Boston Area Details
Donald Hannan's East Coast Asset Management Experience January 2013 - July 2014
Job Financial Advisor:Merrill Lynch/Atwood Group
Industry Investment Management
Experience
East Coast Asset Management   January 2013 - July 2014
Saturn Management   2010 - 2013
The Centre for the Literary Arts at Burnt Norton   June 2009 - 2012
ConstellationCenter   July 2008 - 2010
Intermezzo Foundation   January 2007 - June 2008

Skills
Fundraisers, Fundraising, Philanthropy, Public Speaking, Strategic Planning, Community Outreach, Venture Capital, Impact Investing, Value Investing, Annual Giving, Prospect Research, Stewardship, Business Development, Board Development, Grants, Nonprofits, Event Planning, Volunteer Management, Entrepreneurship, Grant Writing, Start-ups, Community Development, Non-profit Board..., Program Development

Education
Yale University   1981 — 1984
M.Div., Theology

University of Arizona   1969 — 1974
Bachelor of Arts (B.A.), Psychology

Ben Favazza, CFP® Ben Favazza, CFP® Greater Boston Area Details
Ben Favazza, CFP®'s East Coast Asset Management Experience August 2008 - Present
Job Principal at East Coast Asset Management
Industry Financial Services
Experience
East Coast Asset Management   August 2008 - Present
Fidelity Investments  August 1998 - August 2008
Ameriprise Financial  1990 - 1998

Skills
401k, Financial Modeling, Hedge Funds

Education
University of Massachusetts, Amherst   1980 — 1985

Gloucester High School

Gloucester High School

Gloucester High School