EFG Asset Management
Industry: Company
DescriptionFounded: 1994 Parent organization: EFG Private Bank Limited
EFG Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at EFG Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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EFG Asset Management Employees
Employee
Years
Job
Industry
Katie Wang Katie Wang's EFG Asset Management Experience June 2014 - August 2014
Job Student at Columbia University
Industry Higher Education
Experience
EFG Asset Management June 2014 - August 2014
Proskauer Rose LLP July 2013 - August 2013
City of Boston June 2012 - August 2012
Skills
Microsoft Excel, Teaching, Community Outreach, Data Analysis, Editing, Microsoft Office, Public Speaking, PowerPoint, Teamwork
Education
Columbia University in the City of New York 2013 — 2017
BA, Economics - Philosophy
Boston Latin School 2009 — 2013
High School
EFG Asset Management June 2014 - August 2014
Proskauer Rose LLP July 2013 - August 2013
City of Boston June 2012 - August 2012
Skills
Microsoft Excel, Teaching, Community Outreach, Data Analysis, Editing, Microsoft Office, Public Speaking, PowerPoint, Teamwork
Education
Columbia University in the City of New York 2013 — 2017
BA, Economics - Philosophy
Boston Latin School 2009 — 2013
High School
Fernando Lauria Fernando Lauria's EFG Asset Management Experience July 2014 - August 2014
Job Student at The George Washington University
Industry
Experience
EFG Asset Management July 2014 - August 2014
PersonalGofer June 2013 - August 2013
Dotfiftyone Gallery May 2010 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Project Management, PowerPoint, Leadership, Strategic Planning, Research, Social Networking, Social Media Marketing, Social Media, Public Speaking
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Dual Concentration: Finance, Marketing
EFG Asset Management July 2014 - August 2014
PersonalGofer June 2013 - August 2013
Dotfiftyone Gallery May 2010 - May 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Project Management, PowerPoint, Leadership, Strategic Planning, Research, Social Networking, Social Media Marketing, Social Media, Public Speaking
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (BBA), Dual Concentration: Finance, Marketing
Evan Feagans Evan Feagans's EFG Asset Management Experience May 2011 - August 2011
Job Associate Analyst at The TCW Group
Industry Investment Management
Experience
The TCW Group September 2015 - Present
Fred Alger Management July 2013 - August 2015
Janney Montgomery Scott June 2012 - August 2012
EFG Asset Management May 2011 - August 2011
Skills
Bloomberg, Economics, Microsoft Excel, Monetary Policy, Stata, Equities, Valuation, Econometrics, Financial Accounting, Equity Research, Corporate Finance, Bloomberg Terminal
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
The TCW Group September 2015 - Present
Fred Alger Management July 2013 - August 2015
Janney Montgomery Scott June 2012 - August 2012
EFG Asset Management May 2011 - August 2011
Skills
Bloomberg, Economics, Microsoft Excel, Monetary Policy, Stata, Equities, Valuation, Econometrics, Financial Accounting, Equity Research, Corporate Finance, Bloomberg Terminal
Education
Claremont McKenna College 2012 — 2013
Master of Arts (M.A.), Finance
Hamilton College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Christine Hernandez, JD, CFE Christine Hernandez, JD, CFE's EFG Asset Management Experience January 2012 - April 2012
Job AttorneyAdviser, U.S. Securities and Exchange Commission, Miami Regional Office
Industry Legal Services
Experience
U.S. Securities and Exchange Commission June 2015 - Present
Banco Santander January 2015 - June 2015
National Futures Association September 2013 - December 2014
Moody's Corporation April 2013 - September 2013
Alpari (US), LLC September 2012 - December 2012
NYC Department of Finance June 2012 - August 2012
EFG Asset Management January 2012 - April 2012
Financial Industry Regulatory Authority September 2011 - November 2011
Moody's Investors Service June 2011 - August 2011
C Cakes February 2006 - August 2010
Skills
Legal Research, Due Diligence, Legal Writing, Westlaw, Securities, Bilingual-Spanish, Compliance, Hedge Funds, Corporate Governance, Legal Compliance, Securities Regulation, Financial Regulation, FINRA, AML, Policy, Corporate Law, Litigation, Anti Money Laundering
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, Corporate and Securities Law
Universita di Bologna 2012 — 2012
Law
Florida International University
Bachelor of Arts, Psychology
U.S. Securities and Exchange Commission June 2015 - Present
Banco Santander January 2015 - June 2015
National Futures Association September 2013 - December 2014
Moody's Corporation April 2013 - September 2013
Alpari (US), LLC September 2012 - December 2012
NYC Department of Finance June 2012 - August 2012
EFG Asset Management January 2012 - April 2012
Financial Industry Regulatory Authority September 2011 - November 2011
Moody's Investors Service June 2011 - August 2011
C Cakes February 2006 - August 2010
Skills
Legal Research, Due Diligence, Legal Writing, Westlaw, Securities, Bilingual-Spanish, Compliance, Hedge Funds, Corporate Governance, Legal Compliance, Securities Regulation, Financial Regulation, FINRA, AML, Policy, Corporate Law, Litigation, Anti Money Laundering
Education
Brooklyn Law School 2010 — 2013
Juris Doctor, Corporate and Securities Law
Universita di Bologna 2012 — 2012
Law
Florida International University
Bachelor of Arts, Psychology
Spencer Hoffman Spencer Hoffman's EFG Asset Management Experience June 2013 - August 2013
Job Legal
Industry Law Practice
Experience
Brooklyn Law School 2011 - Present
Professor Norman Poser May 2012 - April 2014
Starworks Group September 2013 - January 2014
EFG Asset Management June 2013 - August 2013
New York State Housing and Finance Authority January 2013 - May 2013
Corporate/Real Estate Clinic - Brooklyn Law School September 2012 - December 2012
Eastern District of New York Bankruptcy Court May 2012 - August 2012
KimLawLLC. August 2009 - May 2010
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Litigation, Courts, Legal Assistance, Civil Litigation, Corporate Law, Trials, Journalism
Education
Brooklyn Law School 2011 — 2014
Colorado College 2005 — 2009
BA, Political Science
Colorado College 2005 — 2009
BS, Political Science
Brooklyn Law School 2011 - Present
Professor Norman Poser May 2012 - April 2014
Starworks Group September 2013 - January 2014
EFG Asset Management June 2013 - August 2013
New York State Housing and Finance Authority January 2013 - May 2013
Corporate/Real Estate Clinic - Brooklyn Law School September 2012 - December 2012
Eastern District of New York Bankruptcy Court May 2012 - August 2012
KimLawLLC. August 2009 - May 2010
Skills
Legal Writing, Legal Research, Westlaw, Lexis, Litigation, Courts, Legal Assistance, Civil Litigation, Corporate Law, Trials, Journalism
Education
Brooklyn Law School 2011 — 2014
Colorado College 2005 — 2009
BA, Political Science
Colorado College 2005 — 2009
BS, Political Science
Ayebea Darko Ayebea Darko's EFG Asset Management Experience September 2011 - December 2011
Job Research Analyst
Industry Management Consulting
Experience
Richard Bernstein Advisors June 2012 - August 2012
EFG Asset Management September 2011 - December 2011
Databank Financial Services Limited June 2010 - July 2010
Skills
Bloomberg, Stata, Economics, Research, FactSet, Microsoft Excel, PowerPoint, Higher Education, Risk Management, Public Speaking, Teaching
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Economics
Lincoln Community School 1996 — 2009
High School, IB Diploma
Richard Bernstein Advisors June 2012 - August 2012
EFG Asset Management September 2011 - December 2011
Databank Financial Services Limited June 2010 - July 2010
Skills
Bloomberg, Stata, Economics, Research, FactSet, Microsoft Excel, PowerPoint, Higher Education, Risk Management, Public Speaking, Teaching
Education
Hamilton College 2009 — 2013
Bachelor of Arts, Economics
Lincoln Community School 1996 — 2009
High School, IB Diploma
Chun Wan (David) Tse Chun Wan (David) Tse's EFG Asset Management Experience September 2012 - December 2012
Job Hedge Fund Research Fall Analyst Intern at EFG Asset Management
Industry Financial Services
Experience
EFG Asset Management September 2012 - December 2012
Hamilton College August 2011 - May 2012
Multicultural Peer Mentoring Project August 2011 - May 2012
Comprehensive Development Inc October 2009 - July 2010
Skills
Microsoft Word, PowerPoint, Excel, STATA, Python, Economics, Mandarin, Chinese, Valuation, Statistics, Financial Modeling, Microsoft Excel, Stata, Public Speaking
Education
Claremont McKenna College 2014 — 2015
Master’s Program in Finance
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, Economics
EFG Asset Management September 2012 - December 2012
Hamilton College August 2011 - May 2012
Multicultural Peer Mentoring Project August 2011 - May 2012
Comprehensive Development Inc October 2009 - July 2010
Skills
Microsoft Word, PowerPoint, Excel, STATA, Python, Economics, Mandarin, Chinese, Valuation, Statistics, Financial Modeling, Microsoft Excel, Stata, Public Speaking
Education
Claremont McKenna College 2014 — 2015
Master’s Program in Finance
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics, Economics
Elizabeth Schauber's EFG Asset Management Experience August 2013 - November 2013
Job Law Clerk at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Davis Polk & Wardwell LLP March 2015 - Present
PwC September 2014 - March 2015
EFG Asset Management August 2013 - November 2013
Kaufman Borgeest & Ryan LLP June 2013 - August 2013
US Securities and Exchange Commission January 2013 - April 2013
Appellate Division, Supreme Court of the State of NY, Second Department September 2012 - December 2012
New York City Conflicts of Interest Board May 2012 - August 2012
Wilson Elser July 2010 - August 2011
Skills
Corporate Law
Education
Brooklyn Law School 2011 — 2014
Juris Doctor (J.D.), Cum Laude
Tufts University 2006 — 2010
B.A., History
School of the Holy Child 2004 — 2006
Professional Children's School 2002 — 2004
Davis Polk & Wardwell LLP March 2015 - Present
PwC September 2014 - March 2015
EFG Asset Management August 2013 - November 2013
Kaufman Borgeest & Ryan LLP June 2013 - August 2013
US Securities and Exchange Commission January 2013 - April 2013
Appellate Division, Supreme Court of the State of NY, Second Department September 2012 - December 2012
New York City Conflicts of Interest Board May 2012 - August 2012
Wilson Elser July 2010 - August 2011
Skills
Corporate Law
Education
Brooklyn Law School 2011 — 2014
Juris Doctor (J.D.), Cum Laude
Tufts University 2006 — 2010
B.A., History
School of the Holy Child 2004 — 2006
Professional Children's School 2002 — 2004
Christina Koury Christina Koury's EFG Asset Management Experience August 2014 - October 2014
Job Operational Due Diligence Analyst at K2 Advisors and Attorney at law
Industry Financial Services
Experience
K2 Advisors October 2014 - Present
EFG Asset Management August 2014 - October 2014
EFG Asset Management February 2012 - August 2014
EFG Asset Management January 2010 - February 2012
Capital Management Advisors North America, Inc. September 2009 - November 2009
Financial Industry Regulatory Authority (FINRA) June 2009 - August 2009
Bank of America January 2009 - May 2009
Tiffany June 2008 - December 2008
Skadden Arps June 2005 - July 2007
Skills
Hedge Funds, Asset Management, Alternative Investments, Legal Research, Litigation, Operational Due..., Contract Negotiation, Financial Regulation, Private Equity, Securities, Due Diligence, Securities Regulation, Fund Of Funds
Education
Brooklyn Law School 2007 — 2010
Juris Doctorate, Certificate in Business Law
The George Washington University 2001 — 2005
B.A., International Affairs
K2 Advisors October 2014 - Present
EFG Asset Management August 2014 - October 2014
EFG Asset Management February 2012 - August 2014
EFG Asset Management January 2010 - February 2012
Capital Management Advisors North America, Inc. September 2009 - November 2009
Financial Industry Regulatory Authority (FINRA) June 2009 - August 2009
Bank of America January 2009 - May 2009
Tiffany June 2008 - December 2008
Skadden Arps June 2005 - July 2007
Skills
Hedge Funds, Asset Management, Alternative Investments, Legal Research, Litigation, Operational Due..., Contract Negotiation, Financial Regulation, Private Equity, Securities, Due Diligence, Securities Regulation, Fund Of Funds
Education
Brooklyn Law School 2007 — 2010
Juris Doctorate, Certificate in Business Law
The George Washington University 2001 — 2005
B.A., International Affairs
Anthony Puentes's EFG Asset Management Experience August 2014 - Present
Job EFG Asset Management (Americas) Corp.
Industry Banking
Experience
EFG Asset Management August 2014 - Present
EFG Asset Management January 2013 - August 2014
EFG Capital International Corp. August 2011 - January 2013
Hillel House at Boston University October 2010 - May 2011
Towers of Key Biscayne May 2009 - August 2009
Bridge Financial May 2008 - August 2008
Skills
Finance, Marketing, Accounts Payable, Accounting, Microsoft Excel, Budgets, Investment Strategies, Investment Management, Portfolio Management, Microsoft Office, Statistics, Performance Reporting, Trading Operations, Trading Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
EFG Asset Management August 2014 - Present
EFG Asset Management January 2013 - August 2014
EFG Capital International Corp. August 2011 - January 2013
Hillel House at Boston University October 2010 - May 2011
Towers of Key Biscayne May 2009 - August 2009
Bridge Financial May 2008 - August 2008
Skills
Finance, Marketing, Accounts Payable, Accounting, Microsoft Excel, Budgets, Investment Strategies, Investment Management, Portfolio Management, Microsoft Office, Statistics, Performance Reporting, Trading Operations, Trading Analysis
Education
Boston University Questrom School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
Michael Upex Michael Upex's EFG Asset Management Experience January 2014 - July 2015
Job Head of Investment Administration & Risk, Vice President at EFG Asset Management
Industry Investment Management
Experience
NYU Stern School of Business August 2015 - Present
EFG Asset Management January 2014 - July 2015
EFG Asset Management September 2010 - December 2013
Capital Management Advisors January 2010 - September 2010
EFG Bank July 2008 - December 2009
ACM Shipping June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Bloomberg, Equities, Portfolio Management, Alternative Investments, Investments, Wealth Management, Fixed Income, Securities, Derivatives, Economics, Risk Management, Fund Of Funds, Mutual Funds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Royal Holloway, University of London 2005 — 2008
BSc, Economics & Management
Janson de Sailly 1998 — 2005
Baccalauréat, Scientific
NYU Stern School of Business August 2015 - Present
EFG Asset Management January 2014 - July 2015
EFG Asset Management September 2010 - December 2013
Capital Management Advisors January 2010 - September 2010
EFG Bank July 2008 - December 2009
ACM Shipping June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Bloomberg, Equities, Portfolio Management, Alternative Investments, Investments, Wealth Management, Fixed Income, Securities, Derivatives, Economics, Risk Management, Fund Of Funds, Mutual Funds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Royal Holloway, University of London 2005 — 2008
BSc, Economics & Management
Janson de Sailly 1998 — 2005
Baccalauréat, Scientific
John Parsons John Parsons's EFG Asset Management Experience 2001 - 2002
Job Institutional Marketing Manager & Partner at Harding Loevner
Industry Investment Management
Experience
Harding Loevner 2003 - Present
EFG Asset Management 2001 - 2002
Barclays Global Investors 1997 - 2001
John Parsons & Associates 1989 - 1997
KPMG 1988 - 1989
Kepner-Tregoe 1985 - 1988
Armco 1981 - 1985
American Express 1977 - 1981
Education
University of Cambridge 1972 — 1975
BA & MA, Mechanical Sciences (Engineering)
Bradfield College 1967 — 1971
Harding Loevner 2003 - Present
EFG Asset Management 2001 - 2002
Barclays Global Investors 1997 - 2001
John Parsons & Associates 1989 - 1997
KPMG 1988 - 1989
Kepner-Tregoe 1985 - 1988
Armco 1981 - 1985
American Express 1977 - 1981
Education
University of Cambridge 1972 — 1975
BA & MA, Mechanical Sciences (Engineering)
Bradfield College 1967 — 1971
Simone Greenspan's EFG Asset Management Experience August 2013 - December 2013
Job Student
Industry Law Practice
Experience
Labaton Sucharow LLP September 2014 - May 2015
U.S. Securities and Exchange Commission June 2014 - August 2014
Office of the Inspector General of the State of New York January 2014 - May 2014
EFG Asset Management August 2013 - December 2013
Office of the Attorney General of the State of New York June 2013 - August 2013
Philip Russell, LLC August 2011 - August 2012
Honest Tea September 2010 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Google Analytics, Facebook, Finance, Financial Analysis, Investments, Litigation, Public Speaking, Mutual Funds, Retirement Planning, SPSS, Social Media
Education
Brooklyn Law School
Doctor of Law (J.D.)
Boston University Questrom School of Business 2007 — 2011
Boston University
Joel Barlow High
The Gunnery
Labaton Sucharow LLP September 2014 - May 2015
U.S. Securities and Exchange Commission June 2014 - August 2014
Office of the Inspector General of the State of New York January 2014 - May 2014
EFG Asset Management August 2013 - December 2013
Office of the Attorney General of the State of New York June 2013 - August 2013
Philip Russell, LLC August 2011 - August 2012
Honest Tea September 2010 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Google Analytics, Facebook, Finance, Financial Analysis, Investments, Litigation, Public Speaking, Mutual Funds, Retirement Planning, SPSS, Social Media
Education
Brooklyn Law School
Doctor of Law (J.D.)
Boston University Questrom School of Business 2007 — 2011
Boston University
Joel Barlow High
The Gunnery
Yu Yen Jordan Lee Yu Yen Jordan Lee's EFG Asset Management Experience May 2015 - June 2015
Job Student at Lehigh University
Industry Banking
Experience
Republic of China Marine Corps June 2015 - August 2015
EFG Asset Management May 2015 - June 2015
Jade Noodle Shop December 2014 - January 2015
Republic of China Marine Corps June 2014 - August 2014
EFG Private Bank May 2014 - June 2014
Gold Jasper Management Company June 2013 - August 2013
Skills
Java, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Suites, Equities, Mutual Funds, ETFs, Customer Service, English, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Social Media
Education
Lehigh University 2013 — 2017
Bachelor of Science in Business and Economics, Major: Finance (in depth studies in economics) and Business Information System, Minor: Asian Studies, GPA: 3.4
Republic of China Marine Corps June 2015 - August 2015
EFG Asset Management May 2015 - June 2015
Jade Noodle Shop December 2014 - January 2015
Republic of China Marine Corps June 2014 - August 2014
EFG Private Bank May 2014 - June 2014
Gold Jasper Management Company June 2013 - August 2013
Skills
Java, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Suites, Equities, Mutual Funds, ETFs, Customer Service, English, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Social Media
Education
Lehigh University 2013 — 2017
Bachelor of Science in Business and Economics, Major: Finance (in depth studies in economics) and Business Information System, Minor: Asian Studies, GPA: 3.4
Peter Zaroulis Peter Zaroulis's EFG Asset Management Experience September 2008 - December 2008
Job With great talent comes great opportunity
Industry Internet
Experience
LinkedIn August 2014 - Present
Maryland Venture Fund June 2013 - August 2013
Paperwork.Pro 2009 - 2012
EFG Asset Management September 2008 - December 2008
The Trout Group LLC June 2005 - August 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Tufts University 2004 — 2008
Political Science
Groton School
LinkedIn August 2014 - Present
Maryland Venture Fund June 2013 - August 2013
Paperwork.Pro 2009 - 2012
EFG Asset Management September 2008 - December 2008
The Trout Group LLC June 2005 - August 2005
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Tufts University 2004 — 2008
Political Science
Groton School
Edward Peslak Edward Peslak's EFG Asset Management Experience January 2012 - April 2012
Job Legal and Compliance Analyst at The Blackstone Group
Industry Law Practice
Experience
The Blackstone Group August 2013 - Present
The Blackstone Group January 2013 - August 2013
The Fiorentino Law Firm, P.C. September 2012 - June 2013
KKR September 2012 - December 2012
Financial Industry Regulatory Authority May 2012 - August 2012
Professor David Reiss, Brooklyn Law School August 2011 - August 2012
EFG Asset Management January 2012 - April 2012
New Jersey Office of the Attorney General September 2011 - December 2011
Oppenheimer & Co. June 2011 - September 2011
World Information Transfer June 2009 - September 2009
Education
Brooklyn Law School 2010 — 2013
JD, Law
Rutgers University 2006 — 2010
BA, Political Science
立命館大学 / Ritsumeikan University 2009 — 2009
Winter Exchange Program, Political Science
The Blackstone Group August 2013 - Present
The Blackstone Group January 2013 - August 2013
The Fiorentino Law Firm, P.C. September 2012 - June 2013
KKR September 2012 - December 2012
Financial Industry Regulatory Authority May 2012 - August 2012
Professor David Reiss, Brooklyn Law School August 2011 - August 2012
EFG Asset Management January 2012 - April 2012
New Jersey Office of the Attorney General September 2011 - December 2011
Oppenheimer & Co. June 2011 - September 2011
World Information Transfer June 2009 - September 2009
Education
Brooklyn Law School 2010 — 2013
JD, Law
Rutgers University 2006 — 2010
BA, Political Science
立命館大学 / Ritsumeikan University 2009 — 2009
Winter Exchange Program, Political Science
Francisco J. Soler, CFA Francisco J. Soler, CFA's EFG Asset Management Experience December 2008 - February 2013
Job Senior Portfolio Manager at MÁS Advisors LLC
Industry Financial Services
Experience
Acadia Life International Limited January 2015 - Present
MAS Advisors LLC February 2013 - Present
EFG Asset Management December 2008 - February 2013
Lloyds TSB Bank plc August 2006 - December 2008
Credicorp Securities, Inc. May 2005 - June 2006
Dresdner Lateinamerika Financial Advisors April 2004 - May 2005
Skills
Portfolio Management, Alternative Investments, Wealth Management, Bloomberg, Technical Analysis, Financial Econometrics, VBA, Global Macro, R, PerTrac, Charles River IMS, Matlab, SQL, HTML5, CSS, Structured Finance, Life Insurance, Actuarial Science
Education
Florida International University 2002 — 2005
B.A., Economics
Colegio San Agustin, Madrid
Acadia Life International Limited January 2015 - Present
MAS Advisors LLC February 2013 - Present
EFG Asset Management December 2008 - February 2013
Lloyds TSB Bank plc August 2006 - December 2008
Credicorp Securities, Inc. May 2005 - June 2006
Dresdner Lateinamerika Financial Advisors April 2004 - May 2005
Skills
Portfolio Management, Alternative Investments, Wealth Management, Bloomberg, Technical Analysis, Financial Econometrics, VBA, Global Macro, R, PerTrac, Charles River IMS, Matlab, SQL, HTML5, CSS, Structured Finance, Life Insurance, Actuarial Science
Education
Florida International University 2002 — 2005
B.A., Economics
Colegio San Agustin, Madrid
Christopher Garrison's EFG Asset Management Experience January 2011 - May 2011
Job Business Development Associate, Ares Real Estate Group
Industry Investment Management
Experience
Ares Management February 2015 - Present
J.P. Morgan October 2012 - February 2015
Professor Roberta Karmel June 2011 - May 2012
Honorable Judge Martin Glenn May 2011 - August 2011
EFG Asset Management January 2011 - May 2011
David Yurman September 2010 - December 2010
CDI June 2010 - August 2010
Education
Brooklyn Law School 2009 — 2012
J.D.
Bucknell University 2005 — 2009
B.A., Economics, Magna Cum Laude
The William Penn Charter School 2001 — 2005
High School Diploma
Ares Management February 2015 - Present
J.P. Morgan October 2012 - February 2015
Professor Roberta Karmel June 2011 - May 2012
Honorable Judge Martin Glenn May 2011 - August 2011
EFG Asset Management January 2011 - May 2011
David Yurman September 2010 - December 2010
CDI June 2010 - August 2010
Education
Brooklyn Law School 2009 — 2012
J.D.
Bucknell University 2005 — 2009
B.A., Economics, Magna Cum Laude
The William Penn Charter School 2001 — 2005
High School Diploma
Miguel Triay's EFG Asset Management Experience 2010 - 2011
Job Director of Business Development at USDR Investment Management
Industry Investment Management
Experience
USDR Investment Management December 2014 - Present
Vista Mar Consulting LLC 2011 - Present
Ombligo, Inc. March 2014 - October 2014
Citi Capital Advisors (now known as Napier Park Global) 2011 - 2011
EFG Asset Management 2010 - 2011
Dataminr, Inc. 2008 - 2009
Scottwood Capital Management LLC 2007 - 2009
Argonaut Capital Management 2006 - 2007
Pirate Capital LLC March 2005 - July 2006
Tiedemann 2003 - 2004
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Capital Markets, Investment Management, Risk Management, Financial Services, Asset Managment, Business Development, Private Equity, Investment Banking, Equities, Fixed Income, Relationship Management, Investor Relations, Securities, New Business Development, Capital Raising, Business Strategy, Spanish, Credit Analysis, Product Management, Product Development, Global Macro, Customer Service, CRM, Customer Relations, Securitization, Spanish-English, Organizational Structure, Investor Reporting, Project Management, Microsoft Office, Marketing, Distressed Debt, asset raising, Strategy, Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, Investments, International Business
Babson College 1990 — 1993
Bachelor of Science (B.Sc.), Finance
Canterbury School 1988 — 1989
Groton School 1984 — 1988
USDR Investment Management December 2014 - Present
Vista Mar Consulting LLC 2011 - Present
Ombligo, Inc. March 2014 - October 2014
Citi Capital Advisors (now known as Napier Park Global) 2011 - 2011
EFG Asset Management 2010 - 2011
Dataminr, Inc. 2008 - 2009
Scottwood Capital Management LLC 2007 - 2009
Argonaut Capital Management 2006 - 2007
Pirate Capital LLC March 2005 - July 2006
Tiedemann 2003 - 2004
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Capital Markets, Investment Management, Risk Management, Financial Services, Asset Managment, Business Development, Private Equity, Investment Banking, Equities, Fixed Income, Relationship Management, Investor Relations, Securities, New Business Development, Capital Raising, Business Strategy, Spanish, Credit Analysis, Product Management, Product Development, Global Macro, Customer Service, CRM, Customer Relations, Securitization, Spanish-English, Organizational Structure, Investor Reporting, Project Management, Microsoft Office, Marketing, Distressed Debt, asset raising, Strategy, Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Finance, Investments, International Business
Babson College 1990 — 1993
Bachelor of Science (B.Sc.), Finance
Canterbury School 1988 — 1989
Groton School 1984 — 1988
Noam Weiss Noam Weiss's EFG Asset Management Experience September 2012 - April 2013
Job Associate at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP September 2014 - Present
U.S. Bankruptcy Court for the Southern District of New York September 2013 - August 2014
EFG Asset Management September 2012 - April 2013
United States Bankruptcy Court - EDNY May 2012 - July 2012
BLS Corporate and Real Estate Clinic January 2012 - April 2012
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (JD), Summa Cum Laude
University of Maryland College Park
Bachelor of Arts (B.A.), Sociology
Sullivan & Cromwell LLP September 2014 - Present
U.S. Bankruptcy Court for the Southern District of New York September 2013 - August 2014
EFG Asset Management September 2012 - April 2013
United States Bankruptcy Court - EDNY May 2012 - July 2012
BLS Corporate and Real Estate Clinic January 2012 - April 2012
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (JD), Summa Cum Laude
University of Maryland College Park
Bachelor of Arts (B.A.), Sociology
Adam Wenick Adam Wenick's EFG Asset Management Experience June 2011 - December 2011
Job Compliance Analyst at American Express
Industry Financial Services
Experience
American Express June 2015 - Present
New York County District Attorney's Office July 2013 - May 2015
Hamilton College Nesbitt-Johnston Writing Center August 2012 - May 2013
Saks Fifth Avenue June 2012 - August 2012
EFG Asset Management June 2011 - December 2011
Hamilton College Economics Department June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Stata, Alternative Investments, Hedge Funds, Quantitative Analytics, Data Analysis, Financial Modeling, Corporate Finance, Statistics, Macroeconomics, Economics, Leadership, Public Speaking, Research, Investments, Microsoft Word
Education
Hamilton College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Hamilton College New York City Program 2011 — 2011
Bachelor of Arts (B.A.), Economics
American Express June 2015 - Present
New York County District Attorney's Office July 2013 - May 2015
Hamilton College Nesbitt-Johnston Writing Center August 2012 - May 2013
Saks Fifth Avenue June 2012 - August 2012
EFG Asset Management June 2011 - December 2011
Hamilton College Economics Department June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Stata, Alternative Investments, Hedge Funds, Quantitative Analytics, Data Analysis, Financial Modeling, Corporate Finance, Statistics, Macroeconomics, Economics, Leadership, Public Speaking, Research, Investments, Microsoft Word
Education
Hamilton College 2008 — 2013
Bachelor of Arts (B.A.), Economics
Hamilton College New York City Program 2011 — 2011
Bachelor of Arts (B.A.), Economics
Hans Abate's EFG Asset Management Experience SVPDresdner Bank LateinamerikaFebruary 1994 - June 2005
Job CIO at EFG Asset Management
Industry Banking
Experience
EFG Asset Management SVPDresdner Bank LateinamerikaFebruary 1994 - June 2005
Education
Roger Williams University 1981 — 1985
EFG Asset Management SVPDresdner Bank LateinamerikaFebruary 1994 - June 2005
Education
Roger Williams University 1981 — 1985
Ana Carolina Geiger's EFG Asset Management Experience May 2012 - August 2012
Job Investment Banking AnalystHealthcare Group
Industry Financial Services
Experience
Citi June 2014 - Present
A Better Chance August 2011 - May 2014
Hamilton College February 2011 - May 2014
Citi June 2013 - August 2013
Citi August 2012 - December 2012
EFG Asset Management May 2012 - August 2012
Urban Outfitters June 2011 - August 2011
92nd Street Y June 2010 - August 2010
Skills
Microsoft Office, Social Media, Stata, SPSS, Pages, keynote
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Economics Major / Mathematics and French Minor
Ethical Culture Fieldston School 2006 — 2010
Citi June 2014 - Present
A Better Chance August 2011 - May 2014
Hamilton College February 2011 - May 2014
Citi June 2013 - August 2013
Citi August 2012 - December 2012
EFG Asset Management May 2012 - August 2012
Urban Outfitters June 2011 - August 2011
92nd Street Y June 2010 - August 2010
Skills
Microsoft Office, Social Media, Stata, SPSS, Pages, keynote
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), Economics Major / Mathematics and French Minor
Ethical Culture Fieldston School 2006 — 2010
Alastair Norton's EFG Asset Management Experience November 2013 - May 2014
Job University of Cambridge Graduate
Industry Investment Management
Experience
Bellecapital International AG April 2015 - June 2015
MARATHON ASSET MANAGEMENT LLP November 2014 - November 2014
EFG Asset Management November 2013 - May 2014
Liberty Square Asset Management August 2012 - September 2012
Cambridge University Finance and Investment Club October 2011 - June 2012
The Office of Senator Sheldon Whitehouse August 2011 - September 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Stata, Leadership, Data Analysis, Editing, Financial Analysis, Business Strategy, Teamwork, Market Research, Social Media, International Relations, Politics, Analysis, Project Management, Qualitative Research, Strategy, Politics of China, Politics of Southeast..., Comparative Politics, US Politics
Education
University of Cambridge 2010 — 2013
Bachelor of Arts (BA Honors), Politics, Psychology and Sociology
St. Paul's School, Concord, NH, USA 2006 — 2010
Graduated with Honors (Magna Cum Laude with Distinction in Humanities)
Eton College, Windsor, UK 2010 — 2010
St. Paul's School - Eton College Mayflower Ambassador Scholarship
Beijing Language and Culture University, Beijing, People's Republic of China 2009 — 2009
Intensive Mandarin Chinese Study while living with host families in Beijing
The Fenn School, Concord, MA, USA 2003 — 2006
Graduated with Honors
The Peck School, Morristown, NJ, USA 1999 — 2003
The Buckley School, New York, NY, USA 1996 — 1999
Bellecapital International AG April 2015 - June 2015
MARATHON ASSET MANAGEMENT LLP November 2014 - November 2014
EFG Asset Management November 2013 - May 2014
Liberty Square Asset Management August 2012 - September 2012
Cambridge University Finance and Investment Club October 2011 - June 2012
The Office of Senator Sheldon Whitehouse August 2011 - September 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Fundraising, Microsoft Excel, Stata, Leadership, Data Analysis, Editing, Financial Analysis, Business Strategy, Teamwork, Market Research, Social Media, International Relations, Politics, Analysis, Project Management, Qualitative Research, Strategy, Politics of China, Politics of Southeast..., Comparative Politics, US Politics
Education
University of Cambridge 2010 — 2013
Bachelor of Arts (BA Honors), Politics, Psychology and Sociology
St. Paul's School, Concord, NH, USA 2006 — 2010
Graduated with Honors (Magna Cum Laude with Distinction in Humanities)
Eton College, Windsor, UK 2010 — 2010
St. Paul's School - Eton College Mayflower Ambassador Scholarship
Beijing Language and Culture University, Beijing, People's Republic of China 2009 — 2009
Intensive Mandarin Chinese Study while living with host families in Beijing
The Fenn School, Concord, MA, USA 2003 — 2006
Graduated with Honors
The Peck School, Morristown, NJ, USA 1999 — 2003
The Buckley School, New York, NY, USA 1996 — 1999
Marina Bulyguina's EFG Asset Management Experience August 2010 - March 2015
Job Emerging and Frontier Markets Investment Team Portfolio Analyst
Industry Investment Management
Experience
RWC Partners May 2015 - Present
EFG Asset Management August 2010 - March 2015
Education
University of Northern Iowa 1999 — 2001
Master of Business Administration (M.B.A.)
University of Miami
RWC Partners May 2015 - Present
EFG Asset Management August 2010 - March 2015
Education
University of Northern Iowa 1999 — 2001
Master of Business Administration (M.B.A.)
University of Miami
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY