Emerging Global Advisors
Industry: Company
DescriptionFounded: 2008
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Emerging Global Advisors Employees
Employee
Years
Job
Industry
Jake Sluis Jake Sluis's Emerging Global Advisors Experience September 2013 - Present
Job Associate Director at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors September 2013 - Present
Education
Trinity College-Hartford
Bachelor of Arts (B.A.) Economics, Minor: Asian Studies
Emerging Global Advisors September 2013 - Present
Education
Trinity College-Hartford
Bachelor of Arts (B.A.) Economics, Minor: Asian Studies
Julianne Hummelberg's Emerging Global Advisors Experience January 2015 - Present
Job Emerging Global Advisors
Industry Investment Management
Experience
Emerging Global Advisors January 2015 - Present
Emerging Global Advisors, EGShares ETFs June 2012 - January 2015
Emerging Global Advisors July 2011 - August 2011
Skills
Financial Markets, Investment Strategies, Investment Advisory, Relationship Management, Emerging Markets, ETFs, Asset Management, Frontier Markets, Asset Allocation, Microsoft Excel
Education
Wake Forest University 2008 — 2012
Bachelor of Arts (BA), Economics, Global Trade and Commerce
London School of Economics and Political Science 2010 — 2011
The General Course, Economics
Emerging Global Advisors January 2015 - Present
Emerging Global Advisors, EGShares ETFs June 2012 - January 2015
Emerging Global Advisors July 2011 - August 2011
Skills
Financial Markets, Investment Strategies, Investment Advisory, Relationship Management, Emerging Markets, ETFs, Asset Management, Frontier Markets, Asset Allocation, Microsoft Excel
Education
Wake Forest University 2008 — 2012
Bachelor of Arts (BA), Economics, Global Trade and Commerce
London School of Economics and Political Science 2010 — 2011
The General Course, Economics
Marc Zeitoun, CFA's Emerging Global Advisors Experience July 2013 - Present
Job Chief Product and Marketing Officer at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Emerging Global Advisors July 2013 - Present
Guggenheim Partners June 2007 - April 2012
UBS Wealth Management 1999 - 2006
JPMorgan Chase 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, ETFs, Product Development, Investments, Sales Management, Public Speaking, Marketing, Asset Allocation, Asset Management, Fixed Income, Investment Management, Investment Strategies, Portfolio Management, Risk Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Business & Finance
Vassar College 1982 — 1986
BA, History
Paul Pani Paul Pani's Emerging Global Advisors Experience November 2008 - September 2011
Job Senior Vice President, Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Joseph Tenaglia, CFA's Emerging Global Advisors Experience December 2014 - Present
Job Emerging Markets Portfolio Specialist
Industry Financial Services
Experience
Emerging Global Advisors December 2014 - Present
BNY Mellon June 2009 - December 2014
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., FINRA, Investments, Securities, Series 6, Investment Advisory, Series 24, Due Diligence, Uniform Combined State..., Equities, Fixed Income, Chartered Financial..., Manager Selection, Competitive Analysis, Market Research
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
Emerging Global Advisors December 2014 - Present
BNY Mellon June 2009 - December 2014
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., FINRA, Investments, Securities, Series 6, Investment Advisory, Series 24, Due Diligence, Uniform Combined State..., Equities, Fixed Income, Chartered Financial..., Manager Selection, Competitive Analysis, Market Research
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
Joseph Maximos Joseph Maximos's Emerging Global Advisors Experience January 2014 - Present
Job Director of Finance at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors January 2014 - Present
Deloitte November 2010 - January 2014
CBS College Sports/Powerade January 2009 - April 2010
Merrill Lynch June 2009 - October 2009
Skills
Financial Analysis, Valuation, Finance, Business Valuation, Investments, Microsoft Excel, Financial Reporting, Corporate Finance, DCF, Financial Modeling, Strategy, Capital Markets, Due Diligence, Financial Services, Analysis, Bloomberg, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Regis High School 2002 — 2006
Emerging Global Advisors January 2014 - Present
Deloitte November 2010 - January 2014
CBS College Sports/Powerade January 2009 - April 2010
Merrill Lynch June 2009 - October 2009
Skills
Financial Analysis, Valuation, Finance, Business Valuation, Investments, Microsoft Excel, Financial Reporting, Corporate Finance, DCF, Financial Modeling, Strategy, Capital Markets, Due Diligence, Financial Services, Analysis, Bloomberg, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2006 — 2010
BSBA, Finance
Regis High School 2002 — 2006
Denise Gallo's Emerging Global Advisors Experience September 2009 - Present
Job Associate Director / ETF EM Operations at Emerging Global Advisors LLC
Industry Financial Services
Experience
Emerging Global Advisors September 2009 - Present
Merrill Lynch June 1986 - September 2000
Skills
Fixed Income, Emerging Market ETFs, Series 7, Series 63, Bloomberg, Microsoft Excel, Operations Management, Management, Retail Marketing, Bonds, Emerging Markets, ETFs, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Allocation, Frontier Markets, Capital Markets, Securities
Education
Fairleigh Dickinson University
Emerging Global Advisors September 2009 - Present
Merrill Lynch June 1986 - September 2000
Skills
Fixed Income, Emerging Market ETFs, Series 7, Series 63, Bloomberg, Microsoft Excel, Operations Management, Management, Retail Marketing, Bonds, Emerging Markets, ETFs, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Allocation, Frontier Markets, Capital Markets, Securities
Education
Fairleigh Dickinson University
Andrew Levinson Andrew Levinson's Emerging Global Advisors Experience April 2010 - Present
Job Inside Marketing and PR Assistant at Emerging Global Advisors
Industry
Experience
Emerging Global Advisors April 2010 - Present
Committee to Protect Journalists June 2007 - March 2010
CNN April 2006 - January 2007
Education
New York University 2004 — 2006
M.A., International Relations
Union College 2000 — 2004
B.A., Political Science
Emerging Global Advisors April 2010 - Present
Committee to Protect Journalists June 2007 - March 2010
CNN April 2006 - January 2007
Education
New York University 2004 — 2006
M.A., International Relations
Union College 2000 — 2004
B.A., Political Science
Erin Scott's Emerging Global Advisors Experience January 2015 - Present
Job Marketing Specialist at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors January 2015 - Present
Pacer Financial November 2011 - Present
The Guinan Financial Group July 2010 - April 2011
Philadelphia Magazine December 2009 - January 2010
Education
Elizabethtown College 2006 — 2010
Business Administration, Marketing and Biology
Elizabethtown College 2006 — 2010
Emerging Global Advisors January 2015 - Present
Pacer Financial November 2011 - Present
The Guinan Financial Group July 2010 - April 2011
Philadelphia Magazine December 2009 - January 2010
Education
Elizabethtown College 2006 — 2010
Business Administration, Marketing and Biology
Elizabethtown College 2006 — 2010
Susan Ciccarone's Emerging Global Advisors Experience August 2012 - Present
Job
Industry Banking
Experience
Emerging Global Advisors August 2012 - Present
Skills
Corporate Finance, Mergers, Valuation, Strategic Financial..., Equities, Finance, Capital Markets, Venture Capital, Financial Planning, Private Equity, Investments
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
Villanova University 1991 — 1995
Bachelor of Science (BS)
Emerging Global Advisors August 2012 - Present
Skills
Corporate Finance, Mergers, Valuation, Strategic Financial..., Equities, Finance, Capital Markets, Venture Capital, Financial Planning, Private Equity, Investments
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
Villanova University 1991 — 1995
Bachelor of Science (BS)
John Penney, CFA's Emerging Global Advisors Experience September 2009 - March 2015
Job ETF Sales & Trading
Industry Investment Banking
Experience
Credit Suisse March 2015 - Present
Emerging Global Advisors September 2009 - March 2015
AllianceBernstein July 2007 - September 2009
UBS Wealth Management May 2006 - July 2007
Education
Boston University Questrom School of Business 2002 — 2006
BS
Credit Suisse March 2015 - Present
Emerging Global Advisors September 2009 - March 2015
AllianceBernstein July 2007 - September 2009
UBS Wealth Management May 2006 - July 2007
Education
Boston University Questrom School of Business 2002 — 2006
BS
Krishan Nigam, CFA's Emerging Global Advisors Experience February 2011 - February 2015
Job Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors February 2015 - Present
Emerging Global Advisors February 2011 - February 2015
AllianceBernstein June 2007 - February 2011
Bank of America April 2006 - June 2007
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, ETFs, Capital Markets, Valuation, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance
Florida State University - College of Business
Bachelor of Science (BS), Entrepreneurship
Allianz Global Investors February 2015 - Present
Emerging Global Advisors February 2011 - February 2015
AllianceBernstein June 2007 - February 2011
Bank of America April 2006 - June 2007
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, ETFs, Capital Markets, Valuation, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance
Florida State University - College of Business
Bachelor of Science (BS), Entrepreneurship
Eric Halper's Emerging Global Advisors Experience March 2012 - Present
Job Director, Emerging Market Portfolio Specialist
Industry Investment Management
Experience
Emerging Global Advisors March 2012 - Present
UBS Wealth Management April 2010 - March 2012
UBS Wealth Management May 2009 - April 2010
UBS Wealth Management June 2007 - April 2009
Skills
Marketing, Communications, Client Coverage, Wealth Management, Alternative Investments, Strategy, Sales, Sales Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami 2003 — 2007
Bachelor of Business Administration, Political Science
Livingston High School 1999 — 2003
Emerging Global Advisors March 2012 - Present
UBS Wealth Management April 2010 - March 2012
UBS Wealth Management May 2009 - April 2010
UBS Wealth Management June 2007 - April 2009
Skills
Marketing, Communications, Client Coverage, Wealth Management, Alternative Investments, Strategy, Sales, Sales Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Miami 2003 — 2007
Bachelor of Business Administration, Political Science
Livingston High School 1999 — 2003
Jay McAndrew's Emerging Global Advisors Experience 2010 - Present
Job Managing Director
Industry Financial Services
Experience
Emerging Global Advisors 2010 - Present
AllianceBernstein January 2007 - December 2009
UBS Wealth Management 1995 - 2006
Skills
Asset Management, Investments, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, ETFs, Sales Management, Coaching, Series 7, Series 24, Series 65
Education
Penn State University 1988 — 1992
BS, Finance
Kellogg School of Management Executive Education: Accelerating Sales Team Performance
Investment Management Consultants Association
Certified Investment Management Analyst
Emerging Global Advisors 2010 - Present
AllianceBernstein January 2007 - December 2009
UBS Wealth Management 1995 - 2006
Skills
Asset Management, Investments, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Fixed Income, Equities, ETFs, Sales Management, Coaching, Series 7, Series 24, Series 65
Education
Penn State University 1988 — 1992
BS, Finance
Kellogg School of Management Executive Education: Accelerating Sales Team Performance
Investment Management Consultants Association
Certified Investment Management Analyst
Nicholas Smithie's Emerging Global Advisors Experience September 2013 - Present
Job Chief Investment Strategist at Emerging Global Advisors
Industry Investment Management
Experience
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Emerging Global Advisors September 2013 - Present
UBS Investment Bank May 2010 - September 2013
MFS Investment Management 1998 - April 2010
Gartmore 1995 - 1997
Coopers & Lybrand 1988 - 1992
Skills
Equities, Emerging Markets, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Asset Allocation, Private Equity, Capital Markets, Fixed Income, Alternative Investments, Equity Research, Investment Banking, Derivatives, Asset Management, Mutual Funds, Financial Markets, Bloomberg, Investments, Equity Valuation, Structured Finance, Investment Management, Bonds, Investment Strategies, Trading, Equity Derivatives, Securities, Financial Structuring, Corporate Finance, Venture Capital, FX Options, Investor Relations, Institutional..., Investment Advisory, Series 7, Equity Capital Markets, Equity Trading, Financial Modeling, Options, Wealth Management, IPO, Finance, Due Diligence
Education
University of Oxford 1985 — 1988
Jurisprudence, Law, MA, Honours
Eton College 1979 — 1984
A & O levels, Modern languages, liberal arts
Joseph Signora's Emerging Global Advisors Experience July 2014 - Present
Job Chief Compliance Officer Funds at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors July 2014 - Present
Van Eck Global October 2011 - July 2014
Artio Global Investors April 2007 - October 2011
Citi January 2005 - April 2007
FINRA October 2003 - January 2005
UBS April 2000 - October 2003
Skills
FINRA, Securities, Mutual Funds, Equities, Series 7
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA, Finance
Penn State University 1995 — 1999
BS, Business
Emerging Global Advisors July 2014 - Present
Van Eck Global October 2011 - July 2014
Artio Global Investors April 2007 - October 2011
Citi January 2005 - April 2007
FINRA October 2003 - January 2005
UBS April 2000 - October 2003
Skills
FINRA, Securities, Mutual Funds, Equities, Series 7
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA, Finance
Penn State University 1995 — 1999
BS, Business
Gary Lamsback's Emerging Global Advisors Experience January 2014 - Present
Job Director at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors January 2014 - Present
AllianceBernstein July 2010 - January 2014
AllianceBernstein July 2006 - July 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Series 66, ETFs
Education
Loyola University Maryland
B.A., Finance
Saint Joseph's Preparatory School
Emerging Global Advisors January 2014 - Present
AllianceBernstein July 2010 - January 2014
AllianceBernstein July 2006 - July 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Series 66, ETFs
Education
Loyola University Maryland
B.A., Finance
Saint Joseph's Preparatory School
Caroline Greenwood's Emerging Global Advisors Experience 2014 - Present
Job Human Resources and Office Management
Industry Financial Services
Experience
Emerging Global Advisors 2014 - Present
Medley Capital 2010 - 2013
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Due Diligence, Investment Banking, Equities, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Investments
Education
Rollins College 2002 — 2006
BA
Emerging Global Advisors 2014 - Present
Medley Capital 2010 - 2013
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Due Diligence, Investment Banking, Equities, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Investments
Education
Rollins College 2002 — 2006
BA
Gray Perkins's Emerging Global Advisors Experience October 2014 - Present
Job Associate Director at Emerging Global Advisors
Industry Financial Services
Experience
Emerging Global Advisors October 2014 - Present
Education
Southern Methodist University
Anglo-American University, Prague
Kent School
High School
Emerging Global Advisors October 2014 - Present
Education
Southern Methodist University
Anglo-American University, Prague
Kent School
High School
Schuyler Wolf's Emerging Global Advisors Experience May 2014 - August 2014
Job Operations Analyst at Oscar Insurance
Industry Insurance
Experience
Oscar Insurance June 2015 - Present
UBS Wealth Management March 2015 - May 2015
Emerging Global Advisors May 2014 - August 2014
Worldwide Business Research January 2014 - May 2014
The King's College August 2013 - May 2014
Peggy Lawton Kitchens May 2013 - August 2013
Skills
Investments, Financial Analysis, Public Speaking, Leadership, Statistics, Research, Marketing, Microsoft Office, Microsoft Excel
Education
The King's College 2011 — 2015
Bachelor of Science (B.S.), Business Management
Oscar Insurance June 2015 - Present
UBS Wealth Management March 2015 - May 2015
Emerging Global Advisors May 2014 - August 2014
Worldwide Business Research January 2014 - May 2014
The King's College August 2013 - May 2014
Peggy Lawton Kitchens May 2013 - August 2013
Skills
Investments, Financial Analysis, Public Speaking, Leadership, Statistics, Research, Marketing, Microsoft Office, Microsoft Excel
Education
The King's College 2011 — 2015
Bachelor of Science (B.S.), Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY