Ellwood Associates

Description

Address: 33 W Monroe St #1000, Chicago, IL 60603 Phone: (312) 782-5432Category: : : Website: : Hours: : Place name: : : Website: http://www.ellwoodassociates.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ellwood Associates Posting publicly on the Web Write a review Reviews Be the first to review

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Ellwood Associates Employees

Employee
Years
Job
Industry
Ellen (Ogan) Martel Ellen (Ogan) Martel Chicago, Illinois Details
Ellen (Ogan) Martel's Ellwood Associates Experience August 2000 - Present
Job Senior Consultant & DC Practice Leader at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   August 2000 - Present
Lincoln Capital Management Company   1995 - 2000

Skills
Alternative Investments, Leadership, Asset Management, Fixed Income, Investments, Investment Management, Hedge Funds, Investment Strategies, Mutual Funds, Equities, Portfolio Management, Equity Research, Financial Services

Education
Creighton University   1991 — 1995
BSBA, Business - Finance & Marketing

Cliff Kalish Cliff Kalish Greater Chicago Area Details
Cliff Kalish's Ellwood Associates Experience February 2000 - October 2005
Job Client Relationship Manager at William Blair & Company
Industry Financial Services
Experience
William Blair & Company  January 2015 - Present
William Blair and Company  September 2011 - December 2014
Calamos Investments  October 2005 - September 2011
Ellwood Associates   February 2000 - October 2005

Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities

Education
University of Illinois at Urbana-Champaign   1995 — 1999
BA, Economics/Finance

Chris Krakowski, CFA Chris Krakowski, CFA Greater Chicago Area Details
Chris Krakowski, CFA's Ellwood Associates Experience April 2010 - Present
Job Investment Consultant & Director of Asset Allocation at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   April 2010 - Present
Allstate Investments, LLC  July 2007 - April 2010
Allstate  June 2005 - July 2007

Skills
Finance, Asset Allocation, Financial Modeling, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Asset Management, Financial Analysis

Education
Marquette University   2001 — 2005
B.S., Finance & Economics

Chuck Mohr, CFA Chuck Mohr, CFA Chicago, Illinois Details
Chuck Mohr, CFA's Ellwood Associates Experience June 2006 - Present
Job Consultant at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   June 2006 - Present

Skills
Investments, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Capital Markets

Education
University of Dayton   2002 — 2006
Bachelor of Science, Finance

Thomas Haubenreich Thomas Haubenreich Chicago, Illinois Details
Thomas Haubenreich's Ellwood Associates Experience November 2011 - December 2014
Job Associate at M4 Capital Management
Industry Financial Services
Experience
M4 Capital Management   January 2015 - Present
Ellwood Associates   November 2011 - December 2014
HFR, Inc   November 2010 - November 2011
UBS Financial Services  July 2010 - September 2010

Skills
Investments, Finance, Microsoft Office, Financial Analysis, Hedge Funds, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Leadership

Education
Michigan State University   2006 — 2010
Bachelors Degree, Finance, Entrepreneurship

Brother Rice High School   2002 — 2006

Andrew Fiegel, CFA Andrew Fiegel, CFA Greater Chicago Area Details
Andrew Fiegel, CFA's Ellwood Associates Experience January 2015 - Present
Job Investment Consultant at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   January 2015 - Present
Ellwood Associates   December 2012 - December 2014
Ellwood Associates   October 2008 - December 2012
Ellwood Associates   June 2008 - October 2008

Skills
Investments, Portfolio Management, Asset Managment, Financial Analysis, Hedge Funds, Investment Management, Performance Attribution, Equity Research, Fund Of Funds, Alternative Investments, Fixed Income, Morningstar, PerTrac, FactSet, eVestment Alliance, Asset Management, Asset Allocation

Education
University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science, Finance

Edward Schotz Edward Schotz Greater Chicago Area Details
Edward Schotz's Ellwood Associates Experience April 2000 - July 2006
Job Senior ETL Developer at U.S. Cellular
Industry Financial Services
Experience
U.S. Cellular   August 2012 - Present
CME Group  August 2006 - August 2012
Ellwood Associates   April 2000 - July 2006
US Cellular  1995 - 2000

Skills
ETL, Data Modeling, Oracle, Business Objects, Informatica, Oracle Warehouse Builder, PL/SQL, Unix, Linux, Sagent, SQL Server, UC4, JIRA

Education
Bowling Green State University   1990 — 1995
Bachelors Of Science, Computer Science

Clark Wilson Clark Wilson Kansas City, Missouri Details
Clark Wilson's Ellwood Associates Experience January 2001 - January 2004
Job Area Sales Manager Medtronic ENT
Industry Medical Devices
Experience
Medtronic  June 2014 - Present
Karl Storz Endoscopy  January 2012 - June 2014
CareerBuilder.com  October 2008 - January 2012
Big Shoulders Fund  January 2008 - December 2011
Wachovia, A Wells Fargo Company  January 2004 - October 2008
Ellwood Associates   January 2001 - January 2004
United States Geological Survey  April 1999 - July 2001

Skills
Account Management, Marketing, Sales, Training, Networking, Medical Devices, Sales Operations, Selling, Management, New Business Development, B2B, Marketing Strategy, Customer Service

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2005
MBA, Healthcare, Marketing

The University of Kansas   1997 — 2001
Bachelor of Science, Business, Finance

Eric Mulh Eric Mulh Chicago, Illinois Details
Eric Mulh's Ellwood Associates Experience April 2015 - Present
Job Research Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   April 2015 - Present
Ellwood Associates   June 2014 - March 2015
Landscaping of Upper Arlington   2011 - 2014
Principal Financial Group  January 2013 - August 2013
Plaskolite Inc  August 2012 - January 2013
Plaskolite Inc  June 2012 - September 2012

Skills
Spanish, Economics, Microsoft Office, Analytical Skills, Critical Thinking, Research, Finance, Microsoft Excel

Education
The Ohio State University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Upper Arlington High School   2007 — 2010

Andrew Geiger Andrew Geiger Greater Chicago Area Details
Andrew Geiger's Ellwood Associates Experience October 2014 - Present
Job Research Analyst
Industry Financial Services
Experience
Ellwood Associates   October 2014 - Present
Incapital  September 2012 - September 2014
Waddell & Reed  September 2011 - January 2012
2010 Capital Tire, Inc   April 2009 - August 2010
2009 Capital Tire, Inc   April 2007 - August 2010

Skills
Financial Analysis, PowerPoint, Excel, Microsoft Excel, Investments, Finance, Management, Wealth Management, Financial Modeling, Microsoft Office, Microsoft Word, Leadership, Sales, Customer Service, Bloomberg

Education
Miami University   2007 — 2011
BS in Business, Finance

St. Francis De Sales High School   2004 — 2007

Dan Thibodeau Dan Thibodeau Chicago, Illinois Details
Dan Thibodeau's Ellwood Associates Experience March 2015 - Present
Job Research Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   March 2015 - Present
Jackson National Asset Management, LLC  January 2014 - February 2015
Jackson National Asset Management, LLC  May 2012 - December 2013
TOYS "R" US   June 2011 - August 2011
Browning Law Office   March 2010 - May 2011
Oil 'N' Go   July 2005 - August 2008

Skills
Finance, Financial Analysis, Access, Valuation, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Accounting, Corporate Finance, Pricing, Microsoft Word, Bloomberg Terminal

Education
Indiana University - Kelley School of Business   2008 — 2012
Business, Finance and Economic Consulting

David Ramsour, CFA David Ramsour, CFA Greater Chicago Area Details
David Ramsour, CFA's Ellwood Associates Experience August 2005 - Present
Job
Industry Investment Management
Experience
Ellwood Associates   August 2005 - Present

Skills
Investments, Alternative Investments, Asset Management, Financial Risk, Financial Modeling, Finance, Fixed Income, Asset Allocation, Investment Management, Financial Analysis, Valuation, Portfolio Management

Education
University of Notre Dame   1997 — 2001
BBA

Bradley Clarke Bradley Clarke Greater Chicago Area Details
Bradley Clarke's Ellwood Associates Experience July 2010 - August 2011
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Benford Capital Partners, LLC   January 2015 - Present
The Griffing Group   September 2013 - September 2014
Duff & Phelps  August 2011 - August 2013
Ellwood Associates   July 2010 - August 2011

Skills
Valuation, Analysis, Competitive Analysis, Research, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Investments, Data Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Alternative Investments, Portfolio Management, Finance

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (MBA), Finance, Strategic Management, Accounting

Duke University   2006 — 2010
Bachelor of Arts, Public Policy Studies, Markets & Management Studies

Elizabeth StricklerPoe Elizabeth StricklerPoe Seattle, Washington Details
Elizabeth StricklerPoe's Ellwood Associates Experience September 2001 - March 2006
Job Ecommerce Buy Planner at Nordstrom
Industry Retail
Experience
Nordstrom  January 2015 - Present
Nordstrom  May 2012 - January 2015
Nordstrom  November 2007 - May 2012
Nordstrom  December 2006 - November 2007
Ellwood Associates   September 2001 - March 2006

Education
DePaul University   1999 — 2005
Bachelor of Arts (B.A.), Communication, General

Randy Wolf Randy Wolf Greater Chicago Area Details
Randy Wolf's Ellwood Associates Experience February 1984 - December 1998
Job Partner at Greenrock Research
Industry Financial Services
Experience
Greenrock Research   January 2013 - Present
self  April 2009 - January 2013
Talon Asset Management  March 2006 - April 2009
William Blair & Company  December 1998 - March 2006
Ellwood Associates   February 1984 - December 1998

Skills
Hedge Funds, Alternative Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Strategic Financial..., Securities, Corporate Finance, Equity Research, Private Equity, Investor Relations, Equities, Asset, Asset Managment, Asset Allocation, Institutional Sales, Institutional Consulting, Institutional Investors, High Net Worth..., Investment Policy, Investment Management..., Institutional..., Financial Services, Portfolio Management, Investments, Mutual Funds, Investment Management, Finance, Investment Strategies, Series 7, Management, Wealth Management, Investment Advisory, Executive Management, Financial Modeling, Financial Advisory, Risk Management, Asset Management

Education
Loyola University of Chicago   1980 — 1984
BBA, Accounting

Stephanie Geman-Marcotte Stephanie Geman-Marcotte Greater Chicago Area Details
Stephanie Geman-Marcotte's Ellwood Associates Experience August 2006 - Present
Job AuthorScarletBegonias,DBA
Industry Investment Management
Experience
Author - Sci-Fi Novel, 'Scarlet Begonias'   2008 - Present
Ellwood Associates   August 2006 - Present
GATX Rail  2006 - 2006
Kenneth Y. Geman & Associates   2002 - 2006
American Dental Association  2005 - 2005
Talk America  2003 - 2004
Ameritech (SBC)   1997 - 2000
Alliant Food Service  1996 - 1997
Blue Cross / Blue Shield - IL   1993 - 1995
Commonweath Edison  1989 - 1993

Skills
AuthorIT, Creative Writer, Music Production, Telecommunications, Health Insurance, Immigration Law, Employee Benefits, Databases, Software Documentation, Budget, Research, Microsoft Office, Analysis, Project Management, Business Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Database Design, Published Author, ETL, Data Warehousing, Technical Writing, Freelance Writing, Books, Relational Databases, Financial Analysis, SDLC, Software Development, Investments, Publishing, Creative Writing, Author-it, Poetry, Text Editing, Ghostwriting, Magazine Articles, Literature, Online Publishing, Proofreading, Non-fiction, Content Development

Education
Ball State University   1985 — 1989
BS - Applied Mathematics, Mathematics / Microprocessors / Music

Scott Washburn Scott Washburn Greater Chicago Area Details
Scott Washburn's Ellwood Associates Experience September 2008 - March 2010
Job Director of Sales and Business Development at Winestyr
Industry Wine and Spirits
Experience
Winestyr  September 2011 - Present
Groupon  March 2010 - August 2011
Ellwood Associates   September 2008 - March 2010
Ellwood Associates   September 2007 - September 2008

Skills
Investments, Market Research, Salesforce.com, Microsoft Excel, PowerPoint, Valuation, Analysis, Marketing, Sales, Business Development, Marketing Strategy, Competitive Analysis, Entrepreneurship, Forecasting, Business Strategy, Social Media Marketing, Start-ups

Education
University of Colorado at Boulder   2002 — 2006
BS, Finance

Sue Toth Sue Toth Greater Chicago Area Details
Sue Toth's Ellwood Associates Experience February 2004 - Present
Job President, Chief Operating Officer, Chief Compliance Officer at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   February 2004 - Present
Continental Bank  October 1972 - February 1981

Education
University of Colorado Boulder   1968 — 1972
Bachelor of Science (BS), Elementary Education and Teaching

Daniel Simon, CFA, CAIA Daniel Simon, CFA, CAIA Chicago, Illinois Details
Daniel Simon, CFA, CAIA's Ellwood Associates Experience June 2000 - Present
Job Senior Consultant, Director of Delegated Services at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   June 2000 - Present
Ennis Knupp & Associates  September 1996 - June 2000

Skills
Alternative Investments, Hedge Funds, Investments, Investment Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Strategies, Private Equity, Fixed Income, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Capital Markets

Education
Northwestern University - Kellogg School of Management   2002 — 2004
Master of Business Administration (MBA), Accounting and Finance

University of Michigan   1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government

Umar Hayat Umar Hayat Lombard, Illinois Details
Umar Hayat's Ellwood Associates Experience April 2015 - Present
Job Performance Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   April 2015 - Present
Neuberger Berman  December 2014 - April 2015
ING  January 2013 - November 2014
Zarah International   January 2007 - December 2012

Skills
Data Analysis, Management, Microsoft Office, PowerPoint, Finance, Budgets, Inventory Management, Vendor Management, Project Planning, Microsoft Excel, Equity Research, Portfolio Management, Equities, Financial Analysis, Customer Service, Capital Markets, Microsoft Word, Bloomberg Terminal, VBA, Portfolio Performance..., Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income Strategies, Investments

Education
DePaul University   2012 — 2014
Bachelor's degree, Finance, General

College of DuPage   2009 — 2012
Associate's degree

Paul Dornbier Paul Dornbier Fort Wayne, Indiana Details
Paul Dornbier's Ellwood Associates Experience January 2014 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
SYM Financial Advisors  August 2015 - Present
Ellwood Associates   January 2014 - April 2015
Ellwood Associates   December 2011 - December 2013
Ellwood Associates   August 2008 - December 2011
Ellwood Associates   January 2008 - August 2008

Skills
Investment Management, Hedge Funds, Capital Markets, Financial Modeling, Asset Management, Financial Analysis, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Investment Strategies, Due Diligence

Education
University of Iowa - Henry B. Tippie College of Business   2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Economics and International Business

Sandeep Shroff Sandeep Shroff Chicago, Illinois Details
Sandeep Shroff's Ellwood Associates Experience March 2007 - June 2010
Job Principal Analytical Lead at Google
Industry Online Media
Experience
Google  January 2015 - Present
Anheuser-Busch InBev  July 2012 - January 2015
Anheuser-Busch InBev  May 2011 - August 2011
Ellwood Associates   March 2007 - June 2010

Skills
Portfolio Management, Investments, Alternative Investments, Capital Markets, Due Diligence, Asset Allocation, Investment Management, Analysis, Quantitative Analytics, Management, Financial Modeling, Financial Analysis, Strategic Planning, Strategy, Budgets, Market Research, Cross-functional Team..., Forecasting, Finance, Leadership, Valuation

Education
Vanderbilt University - Owen Graduate School of Management   2010 — 2012
MBA, Finance, Strategy, International Business

Indiana University Bloomington   2002 — 2006
Bachelor of Arts (BA), Economics

Brian Hubick Brian Hubick Seattle, Washington Details
Brian Hubick's Ellwood Associates Experience July 2013 - July 2014
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  September 2015 - Present
BNY Mellon Wealth Management  October 2014 - September 2015
Ellwood Associates   July 2013 - July 2014
Ellwood Associates   October 2011 - June 2013
RBC Wealth Management  May 2010 - August 2010
Fastenal  May 2008 - August 2010
A. Finkl & Sons Co.   December 2008 - January 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, FactSet, Morningstar, Investments, Fixed Income, Financial Modeling, Financial Analysis, Analysis, Portfolio Management, Accounting, Valuation, Auditing, Equities, Asset Management, Sales, PowerPoint

Education
University of Wisconsin-Madison   2007 — 2011
BA, History

National University of Ireland, Galway   2010 — 2010
History

Saint Viator High School   2003 — 2007

Kyle Schultz, CFA Kyle Schultz, CFA Los Angeles, California Details
Kyle Schultz, CFA's Ellwood Associates Experience September 2008 - January 2011
Job Senior Associate at Vintage Fund Management
Industry Venture Capital & Private Equity
Experience
Vintage Fund Management   June 2014 - Present
Granite Investment Partners  January 2014 - June 2014
Jackson National Asset Management, LLC  January 2011 - June 2013
Ellwood Associates   September 2008 - January 2011

Skills
Mutual Funds, Asset Management, Equity Research, Private Equity, Investments, Equities, Due Diligence, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Modeling

Education
University of California, Los Angeles - The Anderson School of Management   2013 — 2015
Master of Business Administration (M.B.A.)

University of Iowa - Henry B. Tippie College of Business   2004 — 2008
Bachelor of Business Administration (BBA), Finance

Rosanna Farquhar Rosanna Farquhar Greater Chicago Area Details
Rosanna Farquhar's Ellwood Associates Experience 2003 - 2006
Job HR Manager at Price Waterhouse Coopers
Industry Human Resources
Experience
Price Waterhouse Coopers  2010 - October 2013
Diamond Management & Technology Consultants  2006 - 2010
Diamond Management & Technology Consultants  2006 - 2010
Ellwood Associates   2003 - 2006

Skills
Talent Management, Performance Management, Succession Planning, Payroll, Human Resources, Organizational Design, HR Consulting, Deferred Compensation, HR Policies, Employee Relations, Employee Engagement, HRIS, Employee Benefits, Personnel Management, Onboarding

Education
DePaul University
Finance, General

DePaul University
Business Administration and Management, General

Alex Moon Alex Moon Chicago, Illinois Details
Alex Moon's Ellwood Associates Experience May 2015 - Present
Job Performance analyst Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   May 2015 - Present
The Walsh Group - Walsh Construction & Archer Western  May 2014 - August 2014
Bread of Healing   August 2013 - December 2013
Park District of Oak Park  June 2011 - August 2012
Opportunity Knocks  February 2010 - June 2011
Park District of Oak Park  March 2011 - May 2011
Park District of Oak Park  November 2010 - February 2011

Skills
Microsoft Office, PowerPoint, Finance, Infrastructure..., International Business, Marketing, Investment Properties, Microsoft Excel

Education
Marquette University   2011 — 2015
Finance, Business Economics, Major GPA of 3.875

Peking University
Economics, International Business

Mary Doucette Mary Doucette Greater Chicago Area Details
Mary Doucette's Ellwood Associates Experience January 1997 - November 1998
Job Risk Manager, Enterprise Operations at Northern Trust
Industry Financial Services
Experience
Northern Trust  March 2013 - Present
Northern Trust  June 2009 - February 2013
Northern Trust  November 1998 - June 2009
Ellwood Associates   January 1997 - November 1998

Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Risk, Alternative Investments, Portfolio Management, Fixed Income, Securities, Equities, Financial Services

Education
University of Chicago   1990 — 1993
MBA, Finance

Marquette University   1980 — 1984
MS, Computer Science

Charles McGrath, CFA, CAIA Charles McGrath, CFA, CAIA Chicago, Illinois Details
Charles McGrath, CFA, CAIA's Ellwood Associates Experience February 2006 - August 2007
Job Investment Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  January 2014 - Present
Hewitt EnnisKnupp  January 2010 - December 2013
Ellwood Associates   February 2006 - August 2007

Skills
Hedge Funds, Financial Modeling, Alternative Investments, Portfolio Optimization, Investments, Investment Portfolios, Asset Managment, Project Management

Education
University of Iowa   2001 — 2005

University of Iowa - Henry B. Tippie College of Business   2001 — 2005
BBA, Finance

Alex Farquhar, CFA Alex Farquhar, CFA Chicago, Illinois Details
Alex Farquhar, CFA's Ellwood Associates Experience September 2000 - Present
Job Consultant & Director of Traditional Research at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   September 2000 - Present

Skills
Portfolio Management, Asset Management, Due Diligence, Investments, Equities, Fixed Income, Asset Allocation, Investment Management, Mutual Funds, Capital Markets, Investment Strategies, Strategic Planning

Education
University of Arizona   1996 — 2000
Bachelor of Science (BS), Finance, General

Brad Levandoski Brad Levandoski Greater Chicago Area Details
Brad Levandoski's Ellwood Associates Experience February 2004 - Present
Job Chief Information Officer at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   February 2004 - Present
Ellwood Associates   September 2000 - January 2004
Ellwood Associates   October 1999 - August 2000
Ellwood Associates   February 1998 - September 1999
Ellwood Associates   February 1997 - January 1998

Skills
Microsoft Office, People Management, Data Management, Performance Reporting, Operations Management, Business Analysis, Financial Analysis, Management, Project Management, Analysis, Mutual Funds, Strategic Planning

Education
Northern Illinois University   1992 — 1996
Bachelor of Science (BS), Finance, General

Steven Puodziunas Steven Puodziunas Greater Los Angeles Area Details
Steven Puodziunas's Ellwood Associates Experience January 1994 - December 1998
Job Head of Client Service / Marketing Support at Western Asset Management
Industry Investment Management
Experience
Western Asset Management  January 1999 - Present
Ellwood Associates   January 1994 - December 1998

Education
University of Illinois at Chicago   1987 — 1992
BA, Finance

David Williams, CFA David Williams, CFA Greater Chicago Area Details
David Williams, CFA's Ellwood Associates Experience 2001 - 2003
Job Vice President / Alternatives Portfolio Manager at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments  May 2012 - Present
Northern Trust Global Investments  November 2010 - May 2012
MAN INVESTMENTS USA LLC   July 2003 - May 2010
Ellwood Associates   2001 - 2003

Skills
Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Finance

Education
The University of Chicago - Booth School of Business   2008 — 2013
MBA, Finance, Strategic Management, Entrepreneurship

Illinois State University   1999 — 2001
B.S, Finance

Lisa Bigos Lisa Bigos Greater Chicago Area Details
Lisa Bigos's Ellwood Associates Experience August 2002 - Present
Job Senior Research Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   August 2002 - Present

Education
University of Illinois at Urbana-Champaign   1998 — 2002
Finance

University of Illinois at Urbana-Champaign - College of Business   1998 — 2002

Kristi Bieber Gibbs Kristi Bieber Gibbs Greater Chicago Area Details
Kristi Bieber Gibbs's Ellwood Associates Experience August 1991 - Present
Job Senior Consultant at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   August 1991 - Present

Skills
Investment Management, Asset Management, Alternative Investments, Equity Research, Investment Strategies, Asset Allocation, Portfolio Management, Investments, Capital Markets, Defined Contribution, Defined Benefit, Hedge Funds, Mutual Funds, Due Diligence, Asset Managment, Fixed Income, Equities, Financial Analysis, Financial Modeling, Investment Advisory, Wealth Management, Private Equity, Emerging Markets

Education
Iowa State University - College of Business   1987 — 1991
BBA, Business Administration and Management, General

Bobby Carlson Bobby Carlson Greater Minneapolis-St. Paul Area Details
Bobby Carlson's Ellwood Associates Experience November 2008 - March 2012
Job Managing Director, Sales at Cedar Capital
Industry Investment Management
Experience
Cedar Capital  July 2013 - Present
Cedar Capital  April 2012 - June 2013
Ellwood Associates   November 2008 - March 2012

Skills
Investments, Finance, Investment Management, Alternative Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Portfolio Management, Financial Analysis

Education
University of Colorado at Boulder - Leeds School of Business   2004 — 2008
Bachelor of Science (BS), Finance

David Ellwood David Ellwood Greater Boston Area Details
David Ellwood's Ellwood Associates Experience June 2012 - July 2012
Job Sr. Technical Analyst
Industry Computer Software
Experience
Aramark  November 2013 - Present
ZeroChaos  July 2012 - November 2013
Ellwood Associates   June 2012 - July 2012
Puma  June 2010 - June 2012
Ellwood Associates   January 2010 - June 2010
Kronos  January 2000 - January 2010
Telebit  January 1990 - January 2000

Skills
Kronos, Software Implementation, Software Development, Troubleshooting, Program Management, Process Improvement, Change Management, Project Management, Business Analysis, Vendor Management, Team Leadership, SDLC

Education
Franklin Pierce College

University of Massachusetts Lowell

Sarah Chobot Sarah Chobot Chicago, Illinois Details
Sarah Chobot's Ellwood Associates Experience January 2014 - Present
Job Investment Consultant at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   January 2014 - Present
Ellwood Associates   January 2012 - January 2014
Ellwood Associates   May 2009 - January 2012
Ellwood Associates   October 2008 - May 2009
Merrill Lynch  June 2008 - August 2008

Skills
Investments, Portfolio Management, Morningstar Direct, FactSet, Morningstar EnCorr...

Education
University of Iowa - Henry B. Tippie College of Business   2004 — 2008
BBA, Finance, Marketing

Kevin Van Buskirk Kevin Van Buskirk Greater Chicago Area Details
Kevin Van Buskirk's Ellwood Associates Experience July 2014 - Present
Job Senior Research Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   July 2014 - Present
Ellwood Associates   January 2011 - June 2014
Ellwood Associates   April 2010 - January 2011
Zeus Capital Advisers   August 2009 - April 2010
CME Group  June 2008 - August 2008

Skills
Morningstar, Hedge Funds, Alternative Investments, Equity Research, Financial Modeling, Investment Management, Equities, Asset Management, Portfolio Management, Investments, Asset Allocation

Education
Indiana University - Kelley School of Business   2005 — 2009
B.S., Finance, Economics

Kim White Kim White Greater Chicago Area Details
Kim White's Ellwood Associates Experience October 1993 - November 1997
Job Equity Product Specialist at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors  August 2007 - Present
Principal Global Investors  January 1998 - August 2007
Ellwood Associates   October 1993 - November 1997

Skills
Relationship Management, Equities, Investments, Market Research, Asset Management, Competitive Analysis, CRM, Marketing, Marketing Communications, Equity Research, Alternative Investments, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation

Education
Illinois State University   1989 — 1993
BS, Finance

Andrew Schwark, CFA Andrew Schwark, CFA Greater Chicago Area Details
Andrew Schwark, CFA's Ellwood Associates Experience January 2011 - Present
Job Investment Consultant
Industry Financial Services
Experience
Ellwood Associates   January 2011 - Present
Ennis Knupp & Associates  February 2006 - January 2011
National City Bank  June 2005 - February 2006

Education
Bradley University   2001 — 2005
BS, Economics

Michelle Ward, CFA Michelle Ward, CFA Chicago, Illinois Details
Michelle Ward, CFA's Ellwood Associates Experience March 2010 - January 2012
Job Investment Manager at Morningstar Investment Services
Industry Financial Services
Experience
Morningstar Investment Services  May 2014 - Present
Morningstar  January 2012 - May 2014
Ellwood Associates   March 2010 - January 2012
Ellwood Associates   June 2009 - June 2010
Wachovia Securities Financial Network  June 2008 - August 2008

Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset

Education
University of Michigan   2005 — 2009
BA, Economics

Joe Marzano Joe Marzano Greater Chicago Area Details
Joe Marzano's Ellwood Associates Experience 2010 - Present
Job Consultant at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   2010 - Present

Education
Illinois Wesleyan University   1993 — 1997

Diana Spicer Diana Spicer Grayslake, Illinois Details
Diana Spicer's Ellwood Associates Experience March 2001 - July 2002
Job Experienced Admin. Exec.
Industry Recreational Facilities and Services
Experience
D&L Awning & Window Cleaning   June 2001 - Present
Ellwood Associates   March 2001 - July 2002
various places  1997 - 2002

Skills
Accounts Receivable, Payroll, Accounting, Non-profits, Microsoft Excel, Tax, Budgets, Auditing, Data Entry, Microsoft Word, Outlook, Financial Analysis, Microsoft Office, Access, PowerPoint, Administrative..., Fundraising, Customer Service, Finance, Research

Education
DePaul University

Northeastern Illinois University

Jonathan Castleton Jonathan Castleton Chicago, Illinois Details
Jonathan Castleton's Ellwood Associates Experience October 2014 - October 2014
Job Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  October 2014 - Present
Ellwood Associates   October 2014 - October 2014
Ellwood Associates   July 2012 - September 2014
ICUL Service Corporation  May 2010 - January 2012

Skills
Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Morningstar, Asset Managment, Financial Modeling, Credit, Performance Attribution, Bloomberg, Factset, Bloomberg Software, Tableau

Education
University of Dayton   2008 — 2012
Bachelor of Science (B.S.), Finance

Elliot S. Greenberg, CFA Elliot S. Greenberg, CFA Chicago, Illinois Details
Elliot S. Greenberg, CFA's Ellwood Associates Experience January 2015 - Present
Job Investment Consultant at Ellwood Associates
Industry Investment Management
Experience
Ellwood Associates   January 2015 - Present
Ellwood Associates   July 2014 - January 2015
Ellwood Associates   October 2011 - July 2014
Ellwood Associates   February 2011 - October 2011

Education
The University of Texas at Austin   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Austin (AJ) Will Austin (AJ) Will Greater Chicago Area Details
Austin (AJ) Will's Ellwood Associates Experience March 2015 - Present
Job Performance Analyst at Ellwood Associates
Industry Financial Services
Experience
Ellwood Associates   March 2015 - Present
The University of Iowa Krause Fund  August 2014 - December 2014
TrueNorth Companies  May 2014 - August 2014
United Fire Group  May 2013 - August 2013
Phi Delta Theta Fraternity  January 2012 - December 2012

Skills
Financial Statement..., Microsoft Excel, Risk Management, Investments, Financial Planning

Education
University of Iowa - Henry B. Tippie College of Business   2010 — 2014
Bachelor's Degree, Finance, General