Eaton Partners, LLC
Industry: Private equity company
DescriptionEaton Partners is a global placement agent that assists in raising capital for funds managed by some of the largest private equity firms, hedge funds, real assets and real estate funds in the world. The firm is also one of the oldest placement agents in the private funds industry. Headquarters: Connecticut Founder: Charles Eaton Founded: 1983 Number of employees: 50 Parent organization: Stifel Subsidiary: Eaton Partners Advisors (HK) Ltd
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Eaton Partners, LLC Employees
Employee
Years
Job
Industry
Josh Barenbaum Josh Barenbaum's Eaton Partners, LLC Experience February 2012 - Present
Job
Industry Venture Capital & Private Equity
Experience
Eaton Partners, LLC February 2012 - Present
Kayne Anderson Capital Advisors 2011 - 2012
Versa Capital Management 2009 - 2011
Merrill Lynch 2007 - 2009
Booz Allen Hamilton 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance & Accounting
Fulbright Scholarship 2002 — 2003
Fulbright Scholar
Yale University 1997 — 2001
B.A., Political Science
Germantown Friends
Eaton Partners, LLC February 2012 - Present
Kayne Anderson Capital Advisors 2011 - 2012
Versa Capital Management 2009 - 2011
Merrill Lynch 2007 - 2009
Booz Allen Hamilton 2003 - 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance & Accounting
Fulbright Scholarship 2002 — 2003
Fulbright Scholar
Yale University 1997 — 2001
B.A., Political Science
Germantown Friends
Danielle Spears Danielle Spears's Eaton Partners, LLC Experience May 2011 - Present
Job Marketing Associate at Eaton Partners, LLC
Industry Fund-Raising
Experience
Eaton Partners, LLC May 2011 - Present
DiscoverSD February 2011 - July 2011
PROSPECT Journal of International Affairs August 2010 - May 2011
UCSD Alumni Association November 2009 - June 2010
Dr. Robert Epstein, former Editor-in-Chief for "Psychology Today" Magazine February 2008 - June 2008
Skills
Marketing, Public Relations, Social Media, Event Planning, Microsoft Office, Salesforce.com, Blogging, PowerPoint, Research, Fundraising, Public Speaking, Microsoft Excel
Education
University of California, San Diego
Bachelor of Arts, Communication
Eaton Partners, LLC May 2011 - Present
DiscoverSD February 2011 - July 2011
PROSPECT Journal of International Affairs August 2010 - May 2011
UCSD Alumni Association November 2009 - June 2010
Dr. Robert Epstein, former Editor-in-Chief for "Psychology Today" Magazine February 2008 - June 2008
Skills
Marketing, Public Relations, Social Media, Event Planning, Microsoft Office, Salesforce.com, Blogging, PowerPoint, Research, Fundraising, Public Speaking, Microsoft Excel
Education
University of California, San Diego
Bachelor of Arts, Communication
Tammi Rivard Tammi Rivard's Eaton Partners, LLC Experience 2005 - 2007
Job Agency Suport Administrator
Industry Insurance
Experience
First American Title April 2013 - Present
Undisclosed September 2011 - August 2012
Fidelity Investments June 2007 - August 2009
Eaton Partners, LLC 2005 - 2007
Linda Capuchino, Esq. December 2000 - May 2005
Kronos June 1998 - December 2000
LeBlanc & Young, P.A. 1990 - 1997
Raytheon 1986 - 1990
Skills
Series 7, Series 63, Paralegal Certificate, Mutual Funds, Uniform Combined State..., Strategic Financial..., Customer Service, Retirement Planning, Finance, Securities, Financial Services, Insurance, Sales, Investments, Asset Management, Estate Planning, Banking, Employee Benefits, Risk Management, Marketing, Commercial Real Estate, Microsoft Office, Real Estate
Education
University of Southern Maine - School of Business 1990 — 1998
Bentley College 1985 — 1986
Attended, Business Management
MMHS 1981 — 1985
Diploma
First American Title April 2013 - Present
Undisclosed September 2011 - August 2012
Fidelity Investments June 2007 - August 2009
Eaton Partners, LLC 2005 - 2007
Linda Capuchino, Esq. December 2000 - May 2005
Kronos June 1998 - December 2000
LeBlanc & Young, P.A. 1990 - 1997
Raytheon 1986 - 1990
Skills
Series 7, Series 63, Paralegal Certificate, Mutual Funds, Uniform Combined State..., Strategic Financial..., Customer Service, Retirement Planning, Finance, Securities, Financial Services, Insurance, Sales, Investments, Asset Management, Estate Planning, Banking, Employee Benefits, Risk Management, Marketing, Commercial Real Estate, Microsoft Office, Real Estate
Education
University of Southern Maine - School of Business 1990 — 1998
Bentley College 1985 — 1986
Attended, Business Management
MMHS 1981 — 1985
Diploma
Tara Potter Tara Potter's Eaton Partners, LLC Experience July 2013 - September 2014
Job Associate Analyst, Marketing at MasterCard
Industry Marketing and Advertising
Experience
MasterCard April 2015 - Present
MasterCard September 2014 - March 2015
Eaton Partners, LLC July 2013 - September 2014
William Raveis Real Estate May 2012 - February 2013
William Raveis Real Estate April 2011 - April 2012
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (M.B.A.), Marketing, 3.617
Sacred Heart University 2007 — 2010
B.S., Double Major in Finance and Business Administration with a concentration in Marketing, 3.7
MasterCard April 2015 - Present
MasterCard September 2014 - March 2015
Eaton Partners, LLC July 2013 - September 2014
William Raveis Real Estate May 2012 - February 2013
William Raveis Real Estate April 2011 - April 2012
Education
Sacred Heart University 2012 — 2013
Master of Business Administration (M.B.A.), Marketing, 3.617
Sacred Heart University 2007 — 2010
B.S., Double Major in Finance and Business Administration with a concentration in Marketing, 3.7
Jacob Murphy Jacob Murphy's Eaton Partners, LLC Experience January 2014 - April 2014
Job Account Executive at IMG BYU
Industry Marketing and Advertising
Experience
IMG July 2014 - Present
Eaton Partners, LLC January 2014 - April 2014
43 Degrees North September 2012 - December 2012
The Aclaime Group March 2012 - April 2012
Portfolio Advisors, LLC March 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2008 - August 2010
Darien High School January 2008 - January 2010
Squeegee Clean Windows May 2008 - July 2008
Skills
Microsoft Excel, Teamwork, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Bloomberg Terminal, Social Networking, Training, Sales, Research, Finance, Customer Service, Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Virginia University 2007 — 2008
Bachelor of Science, Business Management; Financial Management
IMG July 2014 - Present
Eaton Partners, LLC January 2014 - April 2014
43 Degrees North September 2012 - December 2012
The Aclaime Group March 2012 - April 2012
Portfolio Advisors, LLC March 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2008 - August 2010
Darien High School January 2008 - January 2010
Squeegee Clean Windows May 2008 - July 2008
Skills
Microsoft Excel, Teamwork, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Bloomberg Terminal, Social Networking, Training, Sales, Research, Finance, Customer Service, Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Virginia University 2007 — 2008
Bachelor of Science, Business Management; Financial Management
Amanda Stewart's Eaton Partners, LLC Experience June 2012 - August 2012
Job Hotel Sales Development Associate at Priceline.com
Industry Hospitality
Experience
Priceline.com August 2014 - Present
Priceline.com June 2013 - August 2014
Roanoke College December 2012 - May 2013
Eaton Partners, LLC June 2012 - August 2012
Roanoke College January 2012 - May 2012
Roanoke College Admissions Office September 2010 - April 2011
Skills
PowerPoint, Research, Data Entry, Microsoft Excel, Time Management, Microsoft Office, Social Networking, Sales, Management, Outlook, SPSS, Global Distribution..., Data Analysis, Salesforce.com, Tableau, Brio Reports
Education
Roanoke College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance Concentration
Staples High School 2006 — 2010
Diploma
Priceline.com August 2014 - Present
Priceline.com June 2013 - August 2014
Roanoke College December 2012 - May 2013
Eaton Partners, LLC June 2012 - August 2012
Roanoke College January 2012 - May 2012
Roanoke College Admissions Office September 2010 - April 2011
Skills
PowerPoint, Research, Data Entry, Microsoft Excel, Time Management, Microsoft Office, Social Networking, Sales, Management, Outlook, SPSS, Global Distribution..., Data Analysis, Salesforce.com, Tableau, Brio Reports
Education
Roanoke College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance Concentration
Staples High School 2006 — 2010
Diploma
Joseph Cullina's Eaton Partners, LLC Experience January 2014 - January 2014
Job Student at Bucknell University
Industry Accounting
Experience
Deloitte June 2015 - August 2015
EmblemHealth June 2014 - August 2014
Eaton Partners, LLC January 2014 - January 2014
Prudential Financial January 2013 - January 2013
Vazzano's Four Seasons May 2012 - August 2012
United States Soccer Federation June 2008 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Strategic Planning, Negotiation, Public Speaking, Team Building, Accounting, Project Planning, Financial Analysis, Portfolio Management, Finance, Teamwork
Education
Bucknell University 2012 — 2016
BSBA, Accounting and Finance, Senior
Fairfield College Preparatory School 2008 — 2012
High School
Deloitte June 2015 - August 2015
EmblemHealth June 2014 - August 2014
Eaton Partners, LLC January 2014 - January 2014
Prudential Financial January 2013 - January 2013
Vazzano's Four Seasons May 2012 - August 2012
United States Soccer Federation June 2008 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Strategic Planning, Negotiation, Public Speaking, Team Building, Accounting, Project Planning, Financial Analysis, Portfolio Management, Finance, Teamwork
Education
Bucknell University 2012 — 2016
BSBA, Accounting and Finance, Senior
Fairfield College Preparatory School 2008 — 2012
High School
Olivia DiPaolo Olivia DiPaolo's Eaton Partners, LLC Experience October 2014 - Present
Job Marketing Associate at Eaton Partners
Industry Financial Services
Experience
Eaton Partners, LLC October 2014 - Present
Eaton Partners, LLC June 2013 - Present
The Madison Square Garden Company January 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Social Networking, Facebook, Event Planning, Girls Night, Editing, Marketing
Education
Marist College 2008 — 2012
Bachelor of Arts (B.A.), Communications (Radio/TV/Film)
Marist College
Art History, Criticism and Conservation
Eaton Partners, LLC October 2014 - Present
Eaton Partners, LLC June 2013 - Present
The Madison Square Garden Company January 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Social Networking, Facebook, Event Planning, Girls Night, Editing, Marketing
Education
Marist College 2008 — 2012
Bachelor of Arts (B.A.), Communications (Radio/TV/Film)
Marist College
Art History, Criticism and Conservation
Alicia Clark Alicia Clark's Eaton Partners, LLC Experience June 2010 - Present
Job Marketing Associate Manager at Eaton Partners LLC
Industry Fund-Raising
Experience
Eaton Partners, LLC June 2010 - Present
Marcus Evans 2008 - 2010
Cushman & Wakefield 2007 - 2008
Skills
Salesforce.com, Office Management, Marketing, Executive..., Fundraising, Alternative Investments, Microsoft Office, Outlook, Event Planning, Meeting Scheduling
Education
San Diego State University-California State University 2006 — 2008
B.A., Criminal Justice
Eaton Partners, LLC June 2010 - Present
Marcus Evans 2008 - 2010
Cushman & Wakefield 2007 - 2008
Skills
Salesforce.com, Office Management, Marketing, Executive..., Fundraising, Alternative Investments, Microsoft Office, Outlook, Event Planning, Meeting Scheduling
Education
San Diego State University-California State University 2006 — 2008
B.A., Criminal Justice
Jeff Eaton Jeff Eaton's Eaton Partners, LLC Experience April 2007 - Present
Job Private Equity & Hedge Fund Advisor and Placement Agent
Industry Investment Banking
Experience
Eaton Partners, LLC April 2007 - Present
Constellation Energy Commodities Group, Inc. July 2004 - April 2007
Montrose International Corporation September 2001 - July 2002
Schwab Capital Markets August 1998 - September 2001
Skills
Hedge Funds, Asset Management, Investments, Private Equity, Energy, Marketing Strategy, Asset Managment, Management, Fund Of Funds, Portfolio Management, Alternative Investments, Investment Advisory, Financial Services, Equities, Venture Capital
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Duke University 1994 — 1998
B.A., Economics & History
Eaton Partners, LLC April 2007 - Present
Constellation Energy Commodities Group, Inc. July 2004 - April 2007
Montrose International Corporation September 2001 - July 2002
Schwab Capital Markets August 1998 - September 2001
Skills
Hedge Funds, Asset Management, Investments, Private Equity, Energy, Marketing Strategy, Asset Managment, Management, Fund Of Funds, Portfolio Management, Alternative Investments, Investment Advisory, Financial Services, Equities, Venture Capital
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Duke University 1994 — 1998
B.A., Economics & History
Andrew Symons, CFA Andrew Symons, CFA's Eaton Partners, LLC Experience June 2011 - September 2013
Job Director at Forum Capital Partners
Industry Banking
Experience
Forum Capital Partners December 2014 - Present
Forum Capital Partners October 2013 - December 2014
Eaton Partners, LLC June 2011 - September 2013
Credit Suisse July 2010 - June 2011
U.S. News & World Report May 2007 - August 2008
Initiative January 2005 - May 2007
Skills
Hedge Funds, Private Equity, Financial Modeling, Risk Management, Investments, Capital Raising, Equities, Investment Banking, Capital Markets, Alternative Investments, Emerging Markets, Asset Management, Fixed Income, Management
Education
CFA Institute 2010 — 2014
CFA Charterholder
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Duke University 2000 — 2004
BA, Public Policy, Economics
Weston High School 1996 — 2000
Forum Capital Partners December 2014 - Present
Forum Capital Partners October 2013 - December 2014
Eaton Partners, LLC June 2011 - September 2013
Credit Suisse July 2010 - June 2011
U.S. News & World Report May 2007 - August 2008
Initiative January 2005 - May 2007
Skills
Hedge Funds, Private Equity, Financial Modeling, Risk Management, Investments, Capital Raising, Equities, Investment Banking, Capital Markets, Alternative Investments, Emerging Markets, Asset Management, Fixed Income, Management
Education
CFA Institute 2010 — 2014
CFA Charterholder
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Duke University 2000 — 2004
BA, Public Policy, Economics
Weston High School 1996 — 2000
Leanne Erickson Leanne Erickson's Eaton Partners, LLC Experience August 1997 - Present
Job Chief Compliance Officer at Eaton Partners, LLC
Industry Investment Management
Experience
Eaton Partners, LLC August 1997 - Present
Skills
Notary Public, EMT, Series 7, Series 63, Series 24, FINRA, Mergers & Acquisitions, Financial Services, Equities, Strategic Financial...
Education
Southern New Hampshire University 1985 — 1987
Eaton Partners, LLC August 1997 - Present
Skills
Notary Public, EMT, Series 7, Series 63, Series 24, FINRA, Mergers & Acquisitions, Financial Services, Equities, Strategic Financial...
Education
Southern New Hampshire University 1985 — 1987
Donald Curran Donald Curran's Eaton Partners, LLC Experience March 2014 - February 2015
Job Senior Vice President at Eaton Partners, LLC
Industry Investment Management
Experience
Eaton Partners, LLC March 2014 - February 2015
TIG Advisors, LLC April 2012 - November 2013
Phoenix Investment Adviser LLC October 2010 - April 2012
Oppenheimer Capital - Nicholas-Applegate - NFJ - Allianz Global Capital, New York May 2002 - November 2009
INVESCO, New York, September 1999 - December 2001
Rothschild Asset Management April 1999 - August 1999
Cypress Asset Managment February 1996 - March 1999
Smith Barney Capital Management April 1989 - December 1995
SEI Corporation - New York November 1987 - April 1989
E.F. Hutton & Co. Inc. New York April 1985 - October 1987
Skills
Fixed Income, Investment Management, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Securities, Investment Banking, Bonds, Valuation, Wealth Management, Series 63, Series 7, Series 3
Education
Ohio Wesleyan University
Bachelor's Degree, Business/Managerial Economics
Eaton Partners, LLC March 2014 - February 2015
TIG Advisors, LLC April 2012 - November 2013
Phoenix Investment Adviser LLC October 2010 - April 2012
Oppenheimer Capital - Nicholas-Applegate - NFJ - Allianz Global Capital, New York May 2002 - November 2009
INVESCO, New York, September 1999 - December 2001
Rothschild Asset Management April 1999 - August 1999
Cypress Asset Managment February 1996 - March 1999
Smith Barney Capital Management April 1989 - December 1995
SEI Corporation - New York November 1987 - April 1989
E.F. Hutton & Co. Inc. New York April 1985 - October 1987
Skills
Fixed Income, Investment Management, Mutual Funds, Private Equity, Asset Allocation, Investment Strategies, Securities, Investment Banking, Bonds, Valuation, Wealth Management, Series 63, Series 7, Series 3
Education
Ohio Wesleyan University
Bachelor's Degree, Business/Managerial Economics
Nicole Alicea's Eaton Partners, LLC Experience March 2015 - Present
Job Marketing Associate at Eaton Partners LLC
Industry Financial Services
Experience
Eaton Partners LLC March 2015 - Present
Marathon Financial Group January 2014 - March 2015
Kota Global Securities January 2012 - November 2013
Doley Securities, LLC November 2006 - December 2011
YMCA January 2002 - September 2007
Skills
Administrative..., Travel Assistance, Customer Service..., Data Entry, CRM, Salesforce.com, Customer Relations, Program Coordination, Microsoft Office, Teamwork, Office Management, Vendor Relationship..., Secretarial Skills, Events Coordination, Confidentiality, Pro-active Leader, Ordering Office Supplies, Databases, Meeting Scheduling, Customer Service, PowerPoint, Financial Analysis, Microsoft Excel
Education
Westchester Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Early Childhood Development
City University of New York-Herbert H. Lehman College
Speech-Language Pathology
Eaton Partners LLC March 2015 - Present
Marathon Financial Group January 2014 - March 2015
Kota Global Securities January 2012 - November 2013
Doley Securities, LLC November 2006 - December 2011
YMCA January 2002 - September 2007
Skills
Administrative..., Travel Assistance, Customer Service..., Data Entry, CRM, Salesforce.com, Customer Relations, Program Coordination, Microsoft Office, Teamwork, Office Management, Vendor Relationship..., Secretarial Skills, Events Coordination, Confidentiality, Pro-active Leader, Ordering Office Supplies, Databases, Meeting Scheduling, Customer Service, PowerPoint, Financial Analysis, Microsoft Excel
Education
Westchester Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Early Childhood Development
City University of New York-Herbert H. Lehman College
Speech-Language Pathology
Franklyn Chang Franklyn Chang's Eaton Partners, LLC Experience April 2005 - November 2013
Job Director at IFM Investors
Industry Financial Services
Experience
IFM Investors April 2015 - Present
Investcorp May 2014 - March 2015
FDC, LLC December 2013 - April 2014
Eaton Partners, LLC April 2005 - November 2013
Farrell Marsh & Co September 1999 - March 2005
Bank of America January 1996 - September 1999
Accenture September 1990 - September 1993
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance, Accounting, Statistics
Manhattan College 1986 — 1990
B.S., Finance, Philosophy
IFM Investors April 2015 - Present
Investcorp May 2014 - March 2015
FDC, LLC December 2013 - April 2014
Eaton Partners, LLC April 2005 - November 2013
Farrell Marsh & Co September 1999 - March 2005
Bank of America January 1996 - September 1999
Accenture September 1990 - September 1993
Education
University of Chicago Graduate School of Business 1993 — 1995
MBA, Finance, Accounting, Statistics
Manhattan College 1986 — 1990
B.S., Finance, Philosophy
Brittany Simonis Brittany Simonis's Eaton Partners, LLC Experience June 2011 - Present
Job Marketing Associate at Eaton Partners, LLC
Industry Financial Services
Experience
Eaton Partners, LLC June 2011 - Present
RBS 2007 - 2010
RBS Greenwich Capital 2007 - 2008
Education
University of Oregon
Eaton Partners, LLC June 2011 - Present
RBS 2007 - 2010
RBS Greenwich Capital 2007 - 2008
Education
University of Oregon
Christopher Maduri Christopher Maduri's Eaton Partners, LLC Experience September 2011 - Present
Job Eaton Partners
Industry Financial Services
Experience
Eaton Partners, LLC September 2011 - Present
Triton Pacific Capital 2007 - September 2011
Heitman 2004 - 2007
The John Buck Company 2001 - 2004
Skills
Investments, Hedge Funds, Investment Banking, Equities, Strategy, Asset Management, Private Equity, Institutional Sales, Investor Relations, Energy, Timberland, Oil & Gas
Education
University of Missouri-Columbia, College of Business 1998 — 2000
Masters of Business Administration
University of Missouri-Columbia, College of Business 1992 — 1996
Bachelor of Science, Accountancy
Eaton Partners, LLC September 2011 - Present
Triton Pacific Capital 2007 - September 2011
Heitman 2004 - 2007
The John Buck Company 2001 - 2004
Skills
Investments, Hedge Funds, Investment Banking, Equities, Strategy, Asset Management, Private Equity, Institutional Sales, Investor Relations, Energy, Timberland, Oil & Gas
Education
University of Missouri-Columbia, College of Business 1998 — 2000
Masters of Business Administration
University of Missouri-Columbia, College of Business 1992 — 1996
Bachelor of Science, Accountancy
Dawn Rinaldi Dawn Rinaldi's Eaton Partners, LLC Experience March 2009 - March 2011
Job Professional Trader
Industry Financial Services
Experience
DM Rinaldi, LLC May 2011 - Present
Eaton Partners LLC March 2009 - March 2011
Platinum Grove Asset Management February 2007 - February 2009
Five Mile Capital 2003 - 2007
RBS Greenwich Capital 1991 - 2003
Coopers & Lybrand Consulting 1988 - 1991
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Risk Management, Trading, Investments, Due Diligence, Options, Valuation, Financial Services, Capital Markets, Finance, Financial Risk, Mutual Funds
Education
Northeastern University
BS, Accounting
DM Rinaldi, LLC May 2011 - Present
Eaton Partners LLC March 2009 - March 2011
Platinum Grove Asset Management February 2007 - February 2009
Five Mile Capital 2003 - 2007
RBS Greenwich Capital 1991 - 2003
Coopers & Lybrand Consulting 1988 - 1991
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Risk Management, Trading, Investments, Due Diligence, Options, Valuation, Financial Services, Capital Markets, Finance, Financial Risk, Mutual Funds
Education
Northeastern University
BS, Accounting
Peter T. Martenson's Eaton Partners, LLC Experience May 2008 - Present
Job Partner at Eaton Partners, LLC
Industry Venture Capital & Private Equity
Experience
Eaton Partners, LLC May 2008 - Present
Macquarie Funds Management (USA) Inc. July 2005 - February 2008
Pacific Corporate Group LLC July 2000 - May 2005
Merrill Lynch June 1999 - August 1999
US Navy June 1992 - July 1998
Skills
Investments, Portfolio Management, Fundraising, Management, Leadership, Private Equity, Venture Capital, Alternative Investments, Asset Managment, Mergers, Investment Banking, Due Diligence, Hedge Funds, Strategic Vision, Financial Modeling, Analysis, Real Estate, Structured Finance, Asset Allocation, Asset Management, Business Valuation, Capital, Capital Markets, Corporate Development, Corporate Finance, Economics, Energy, Entrepreneurship, Executive Management, Fund Of Funds, Financial Structuring, Institutional..., Investment Management, Investment Strategies, Investor Relations, LBO, M, Mergers, Negotiation, Private Placements, Real Estate Private..., Start-ups, Strategic Planning, Strategy, Valuation, Series 7, Securities, Project Finance, Emerging Markets, Equities
Education
Yale University - Yale School of Management 1998 — 2000
2000
Naval War College 1996 — 1998
Diploma
U.S. Naval Academy 1988 — 1992
BS
Eaton Partners, LLC May 2008 - Present
Macquarie Funds Management (USA) Inc. July 2005 - February 2008
Pacific Corporate Group LLC July 2000 - May 2005
Merrill Lynch June 1999 - August 1999
US Navy June 1992 - July 1998
Skills
Investments, Portfolio Management, Fundraising, Management, Leadership, Private Equity, Venture Capital, Alternative Investments, Asset Managment, Mergers, Investment Banking, Due Diligence, Hedge Funds, Strategic Vision, Financial Modeling, Analysis, Real Estate, Structured Finance, Asset Allocation, Asset Management, Business Valuation, Capital, Capital Markets, Corporate Development, Corporate Finance, Economics, Energy, Entrepreneurship, Executive Management, Fund Of Funds, Financial Structuring, Institutional..., Investment Management, Investment Strategies, Investor Relations, LBO, M, Mergers, Negotiation, Private Placements, Real Estate Private..., Start-ups, Strategic Planning, Strategy, Valuation, Series 7, Securities, Project Finance, Emerging Markets, Equities
Education
Yale University - Yale School of Management 1998 — 2000
2000
Naval War College 1996 — 1998
Diploma
U.S. Naval Academy 1988 — 1992
BS
John J. Finn's Eaton Partners, LLC Experience April 2015 - Present
Job Senior Vice President at Eaton Partners
Industry Financial Services
Experience
Eaton Partners, LLC April 2015 - Present
Eaton Partners July 2013 - March 2015
J.P. Morgan October 2012 - July 2013
Select Equity Group, L.P. April 2008 - August 2010
Bear Stearns & Co. July 2006 - March 2008
Citi May 2004 - June 2006
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Asset Management, Capital Markets, Portfolio Management, Fixed Income, New Business Development, Business Strategy, Relationship Management, Due Diligence, Corporate Finance, Private Placements, Financial Analysis, Investor Relations, Customer Relations, Series 7, Series 66
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Alternative Investments
Colgate University 1999 — 2002
Bachelor's Degree
The Lawrenceville School
Eaton Partners, LLC April 2015 - Present
Eaton Partners July 2013 - March 2015
J.P. Morgan October 2012 - July 2013
Select Equity Group, L.P. April 2008 - August 2010
Bear Stearns & Co. July 2006 - March 2008
Citi May 2004 - June 2006
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Asset Management, Capital Markets, Portfolio Management, Fixed Income, New Business Development, Business Strategy, Relationship Management, Due Diligence, Corporate Finance, Private Placements, Financial Analysis, Investor Relations, Customer Relations, Series 7, Series 66
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Alternative Investments
Colgate University 1999 — 2002
Bachelor's Degree
The Lawrenceville School
Sharon Kun's Eaton Partners, LLC Experience September 2008 - Present
Job Controller at Eaton Partners, LLC
Industry Financial Services
Experience
Eaton Partners, LLC September 2008 - Present
Citi Private Equity Services LLC September 1998 - August 2008
Skills
Series 28, FINRA
Education
Stony Brook University 1993 — 1995
BS, business management, economics
Eaton Partners, LLC September 2008 - Present
Citi Private Equity Services LLC September 1998 - August 2008
Skills
Series 28, FINRA
Education
Stony Brook University 1993 — 1995
BS, business management, economics
Andrew Rosato's Eaton Partners, LLC Experience March 2015 - Present
Job Vice President at Eaton Partners LLC
Industry Financial Services
Experience
Eaton Partners LLC March 2015 - Present
Royal Bank of Scotland May 2012 - February 2015
Nomura Securities July 2010 - March 2012
Nomura Securities October 2009 - July 2010
Lehman Brothers May 2008 - August 2008
Lehman Brothers November 2003 - June 2007
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Banking, Bloomberg, Private Equity, Investments, Equity Research, Derivatives, Portfolio Management, Asset Managment, Trading, Asset Management, Bonds, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance, General
Colgate University 1997 — 2001
BA
Brunswick School 1993 — 1997
High School
Eaton Partners LLC March 2015 - Present
Royal Bank of Scotland May 2012 - February 2015
Nomura Securities July 2010 - March 2012
Nomura Securities October 2009 - July 2010
Lehman Brothers May 2008 - August 2008
Lehman Brothers November 2003 - June 2007
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Banking, Bloomberg, Private Equity, Investments, Equity Research, Derivatives, Portfolio Management, Asset Managment, Trading, Asset Management, Bonds, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance, General
Colgate University 1997 — 2001
BA
Brunswick School 1993 — 1997
High School
Alexander Cucharale's Eaton Partners, LLC Experience January 2013 - September 2014
Job Senior Associate at Forum Capital Partners
Industry Venture Capital & Private Equity
Experience
Forum Capital Partners October 2014 - Present
Eaton Partners, LLC January 2013 - September 2014
Eaton Partners, LLC April 2010 - January 2013
New England Consulting Group June 2008 - August 2008
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Philosophy, Politics and Economics
Forum Capital Partners October 2014 - Present
Eaton Partners, LLC January 2013 - September 2014
Eaton Partners, LLC April 2010 - January 2013
New England Consulting Group June 2008 - August 2008
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Philosophy, Politics and Economics
Lyons Brewer's Eaton Partners, LLC Experience September 1999 - July 2008
Job Principal at LB Group LLC
Industry Investment Management
Experience
LB Group LLC July 2008 - Present
Eaton Partners LLC September 1999 - July 2008
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MM, Finance
Tulane University 1979 — 1983
BA with honors in Political Science
LB Group LLC July 2008 - Present
Eaton Partners LLC September 1999 - July 2008
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MM, Finance
Tulane University 1979 — 1983
BA with honors in Political Science
Ajay Ahuja's Eaton Partners, LLC Experience July 2011 - Present
Job COO & CFO at Eaton Partners, LLC
Industry Financial Services
Experience
Eaton Partners, LLC July 2011 - Present
Sagard Capital (wholly owned by Power Corp of Canada) February 2011 - June 2011
Singer Partners, LLC August 2009 - January 2011
Vertical Capital LLC August 2007 - July 2009
Five Mile Capital May 2005 - August 2007
Sempra Energy, Morgan Stanley, KPMG January 1992 - April 2005
Skills
Alternative Investments, Due Diligence, Fixed Income, Investments, Derivatives, Risk Management, Valuation, Fund Administration, Investment Banking, SEC filings, Finance, Corporate Finance, Investor Relations, Cash Management, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
BBA
New York University - Leonard N. Stern School of Business
MBA
Eaton Partners, LLC July 2011 - Present
Sagard Capital (wholly owned by Power Corp of Canada) February 2011 - June 2011
Singer Partners, LLC August 2009 - January 2011
Vertical Capital LLC August 2007 - July 2009
Five Mile Capital May 2005 - August 2007
Sempra Energy, Morgan Stanley, KPMG January 1992 - April 2005
Skills
Alternative Investments, Due Diligence, Fixed Income, Investments, Derivatives, Risk Management, Valuation, Fund Administration, Investment Banking, SEC filings, Finance, Corporate Finance, Investor Relations, Cash Management, Hedge Funds
Education
Baruch College, City University of New York (CUNY)
BBA
New York University - Leonard N. Stern School of Business
MBA
The Carlyle Group
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners