Emerson Investment Management

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Emerson Investment Management Employees

Employee
Years
Job
Industry
Chenlong Xiao Chenlong Xiao Greater Boston Area Details
Chenlong Xiao's Emerson Investment Management Experience October 2013 - April 2014
Job Associate Systems Analyst at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance  July 2014 - Present
Emerson Investment Management   October 2013 - April 2014
KPMG  June 2013 - July 2013
State Street Corporation  July 2008 - August 2009

Skills
Accounting, Risk Management, Finance, Customer Service, Microsoft Excel, Information Technology, JavaScript, Java, SPSS, Access, Financial Analysis, HTML 5, SAP, Entrepreneurship, Auditing, Bloomberg Terminal, Bloomberg, Business Development, Creativity, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Analysis, Outlook, Public Speaking, Data Analysis, Business Analysis

Education
Bentley University   2010 — 2014
Bachelor of Science, Information Systems Audit and Control

The University of Hong Kong   2013 — 2013
Economics and Finance

Boston Latin School   2004 — 2010

Maxwell Rick Maxwell Rick Rochester, New York Details
Maxwell Rick's Emerson Investment Management Experience June 2012 - March 2013
Job Audit Intern at Deloitte
Industry Accounting
Experience
Deloitte  Audit InternDeloitteJune 2013 - August 2013
Emerson Investment Management   June 2012 - March 2013
Millennium Campus network  January 2012 - May 2012
Bentley University  January 2012 - May 2012

Skills
Microsoft Excel, Microsoft Office, EMS, Financial Analysis

Education
Bentley University   2009 — 2013
Bachelor of Science (BS), Accounting

Carl Seadale Carl Seadale Greater Boston Area Details
Carl Seadale's Emerson Investment Management Experience November 2008 - Present
Job Business Development for Emerson Investment Management
Industry Investment Management
Experience
Emerson Investment Management   November 2008 - Present
Brokers' Service Marketing Group  January 2004 - October 2008
CESM   January 1999 - December 2003
Johnson Matthey LTD   January 1992 - December 1997
Engelhard Corporation  January 1987 - December 1991
Leach & Garner  January 1981 - December 1986

Skills
Investment Management, Business Development, Insurance, Small Business, Strategic Planning, New Business Development, Business Planning, Increased Sales, Cost Management, Marketing Communications, Increasing ROI, Sales Management, Sales Operations, Sales Process, Client Development, Sales, Business Strategy, CRM, Entrepreneurship, Investment Advisory, Management, Finance, Program Management, Marketing, Retirement Savings, Start-ups, Strategy

Education
Bryant University   1982 — 1984
MBA

Central Connecticut State University
BA, Political Science

Princeton University
Executive Strategic Planning Progarm

University of Pennsylvania - The Wharton School
Executive Finance Program, Corporate Finance

Scott W. Crasnick Scott W. Crasnick Boston, Massachusetts Details
Scott W. Crasnick's Emerson Investment Management Experience March 2011 - February 2013
Job Business Development Associate at GLG
Industry Financial Services
Experience
GLG  August 2014 - Present
FactSet Research Systems  February 2013 - July 2014
Emerson Investment Management   March 2011 - February 2013

Skills
Bloomberg, Investments, Equities, Microsoft Office, Event Planning, Research, FactSet, CRM, Advent Software, Writing, Salesforce.com

Education
Union College   2007 — 2010
Bachelor of Arts, History and English

National University of Ireland, Galway   2009 — 2009
History

St. Mark's School

Tracy Liu Byington, CFA Tracy Liu Byington, CFA Greater Boston Area Details
Tracy Liu Byington, CFA's Emerson Investment Management Experience 2000 - 2001
Job Senior Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  March 2015 - Present
John Hancock/Manulife Asset Management   October 2011 - September 2014
State Street Corporation  October 2010 - October 2011
Bank of America U.S. Trust Private Wealth Management   2006 - 2009
Ameriprise Financial Services/Columbia Management   2002 - 2006
Emerson Investment Management   2000 - 2001
China Changchun Pepsi-Cola Beverage Company   January 1995 - October 1998

Skills
Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Wealth Management, Hedge Funds, Investment Strategies, Investment Management

Education
Suffolk University - Sawyer Business School   2000 — 2002
Master, Business Administration; Finance

Amy Lorenzo Alpert Amy Lorenzo Alpert Greater Boston Area Details
Amy Lorenzo Alpert's Emerson Investment Management Experience February 2005 - February 2011
Job
Industry Investment Management
Experience
New England Investment and Retirement Group, Inc.   February 2014 - Present
Calare Properties, Inc.   February 2012 - February 2014
everis  February 2011 - February 2012
Emerson Investment Management   February 2005 - February 2011
Emerson Investment Management   April 2004 - February 2005
Emerson Investment Management   June 2002 - March 2004
TA Associates Realty  September 1999 - January 2001
Wellington Management  2001 - 2001

Skills
Investments, Investment Management, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Financial Services, Leadership, Equities, Wealth Management, Private Equity, Financial Analysis, Relationship Management, Due Diligence, Portfolio Management, Banking, Business Analysis, Asset Management, Institutional Investors, Team Management, Management, Project Management, GIPS, Operations Management, Manage Client..., Business Writing, Access, Procedure Development, Compliance

Education
Northeastern University   1997 — 2002
Bachelor of Science, Accounting and Finance

Boston University
Certification in Financial Planning

Katie MacDonald, CFP®, CRPC®, CDFA™ Katie MacDonald, CFP®, CRPC®, CDFA™ Dedham, Massachusetts Details
Katie MacDonald, CFP®, CRPC®, CDFA™'s Emerson Investment Management Experience 2008 - 2009
Job Financial Advisor at Beck Bode Wealth Management
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC   July 2014 - Present
Ameriprise Financial Services, Inc.   December 2011 - July 2014
Ameriprise Financial Services, Inc.   May 2010 - November 2011
Digital Federal Credit Union  July 2009 - May 2010
Winslow, Crocker & Evans, Inc.   2008 - 2009
Emerson Investment Management   2008 - 2009
State Street - WMS   2005 - 2007

Education
Boston University   2007 — 2009
Financial Planning Certificate Program

Bridgewater State University   1995 — 1999

Evan Radkey Evan Radkey Boston, Massachusetts Details
Evan Radkey's Emerson Investment Management Experience June 2014 - Present
Job Equity Research Intern at Emerson Investment Management
Industry Financial Services
Experience
Emerson Investment Management   June 2014 - Present
Xactly Corporation  June 2013 - August 2013
BU Finance and Investments Club   May 2013 - May 2013
Xactly Corporation  June 2012 - August 2012
Osterhout Group  June 2011 - September 2011

Skills
Accounts Payable, Financial Analysis, Economic Research, Economic Modeling, Market Analysis, Microsoft Excel, Spreadsheets, Entrepreneurship, Market Research, Salesforce.com, Finance, Valuation, Management, Financial Modeling, Analysis, Microsoft Office, Leadership, PowerPoint

Education
Boston University   2011 — 2015
BSBA (Planned), Finance, General

Carlmont High School   2009 — 2011

Cori Oliver Cori Oliver Greater Boston Area Details
Cori Oliver's Emerson Investment Management Experience May 2008 - March 2011
Job Relationship Manager Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services  May 2015 - Present
Schwab Advisor Services  February 2014 - May 2015
Schwab Advisor Services  March 2011 - February 2014
Emerson Investment Management   May 2008 - March 2011
Signet Investment Advisory Group   November 2007 - May 2008

Skills
Financial Services, Series 7, Relationship Management, Series 63

Education
Tulane University   2003 — 2007
B.A., Women's Studies and Sociology

Boston University Center for Professional Education
Certified Financial Planner

Timothy Schmidt Timothy Schmidt Greater Boston Area Details
Timothy Schmidt's Emerson Investment Management Experience 2003 - 2005
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade  June 2015 - Present
Villeo Capital LLC   January 2010 - June 2015
Jantz Morgan LLC   September 2011 - March 2014
Capstone Partners LLC  June 2008 - December 2009
Trudeau & Trudeau Associates, Inc   June 2005 - February 2008
Emerson Investment Management   2003 - 2005
Charles Schwab  1993 - 2003

Education
Harvard Extension School   2007 — 2009
Master of Liberal Arts in Management

Harvard Extension School   2000 — 2003
Bachelor of Liberal Arts in Extension Studies cum laude

Illinois Institute of Technology   1986 — 1990
Studied

David Corcoran David Corcoran Greater Boston Area Details
David Corcoran's Emerson Investment Management Experience June 2000 - July 2014
Job Vice President of Research and Development at Onshape Inc.
Industry Computer Software
Experience
Onshape Inc.  November 2012 - Present
Emerson Investment Management   June 2000 - July 2014
LC Design Inc   February 2007 - September 2012
SolidWorks Corp. (a Dassault Systemes Company)   December 2003 - December 2005
SolidWorks Corp. (a Dassault Systemes Company)   May 1999 - December 2003
SolidWorks  January 1995 - May 1999
Cadre Technologies  January 1994 - December 1994
Computervision/Prime Computer   June 1984 - January 1994
Pratt & Whitney  July 1982 - June 1984

Skills
Solidworks, Mobile Devices, R&D, Start-ups, Strategy, CAD, Enterprise Software, Engineering, Object Oriented Design, Mechanical Engineering, Software Development, New Business Development, SaaS, Entrepreneurship, Go-to-market Strategy, Business Strategy, Product Management, Product Lifecycle..., C++, Mergers & Acquisitions, Software Engineering, Management, Agile Methodologies, CRM, Strategic Partnerships, Cloud Computing, Business Development, Product Development, SolidWorks

Education
Brown University   1978 — 1982
Sc. B., Applied Mathematics

Devan Morris Devan Morris Greater Boston Area Details
Devan Morris's Emerson Investment Management Experience June 2013 - August 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC  June 2015 - Present
Isenberg School of Management, UMass Amherst  January 2013 - May 2015
Emerson Investment Management   June 2013 - August 2013
Merrill Lynch  June 2012 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop

Education
University of Massachusetts at Amherst - Isenberg School of Management   2011 — 2015

Barnstable High School   2007 — 2011

Scott Brink, CFA Scott Brink, CFA Greater Boston Area Details
Scott Brink, CFA's Emerson Investment Management Experience 2000 - 2001
Job Senior Wealth Manager at Quadrant Financial
Industry Investment Management
Experience
Quadrant Financial Services, LLC   December 2014 - Present
Wellington Management  May 2010 - December 2014
Wellington Management  July 2006 - May 2010
Marsh Executive Benefits   2001 - July 2006
Emerson Investment Management   2000 - 2001
American Express Financial Advisors  1993 - 2000

Skills
Equities, Investment Management, Investment Strategies, Investments, Portfolio Management, Asset Managment, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds

Education
Colby College   1987 — 1991
Bachelor of Arts (B.A.), Economics

Stacy Reinhart Stacy Reinhart Greater Boston Area Details
Stacy Reinhart's Emerson Investment Management Experience April 2009 - Present
Job Managing Director at Emerson Investment Management
Industry Investment Management
Experience
Emerson Investment Management   April 2009 - Present
US Trust  October 2004 - April 2009
State Street Global Advisors  1999 - October 2004
Cape Cod Bank and Trust   1994 - 1999
PaineWebber  1987 - 1990
PepsiCo  1983 - 1986
E.F. Hutton   1980 - 1982

Education
University of Pennsylvania - The Wharton School
M.B.A., Business

Yale University
B.A., Economics

Kathleen Sablone Kathleen Sablone Greater Boston Area Details
Kathleen Sablone's Emerson Investment Management Experience October 2012 - Present
Job Director of Planning at Emerson Investment Management
Industry Financial Services
Experience
Emerson Investment Management   October 2012 - Present
Emerson Investment Management   2009 - October 2012
U.S. Trust, Bank of America Private Wealth Management   2001 - 2009
Choate, Hall & Stewart   1996 - 2000

Skills
Retirement Planning, Wealth Management, Trusts, Estate Tax Planning, Planned Giving, Strategic Financial..., High Net Worth..., Estate Planning

Education
Boston College Law School   1993 — 1996
JD, Law

Harvard University   1989 — 1993
BA

Marney Cumming McCabe Marney Cumming McCabe Greater Boston Area Details
Marney Cumming McCabe's Emerson Investment Management Experience August 2001 - June 2006
Job Vice President, Global Securities Lending at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  July 2006 - Present
Emerson Investment Management   August 2001 - June 2006
SoundView Technology   September 1998 - May 2001
Pacific Forest Resources (CellMark, Inc)   September 1994 - April 1998

Skills
Global Custody, Securities, Securities Lending, Equities, Portfolio Management, Fixed Income, Bloomberg, Financial Services

Education
Hobart and William Smith Colleges   1990 — 1994
Bachelor's degree, Environmental Studies - Economics and Sociology

Lincoln School   1984 — 1990

Jason Person Jason Person Boston, Massachusetts Details
Jason Person's Emerson Investment Management Experience January 2001 - February 2004
Job Vice President, Marketing Investment Analytics Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management  February 2004 - Present
Emerson Investment Management   January 2001 - February 2004

Skills
Estate Planning, Investment Management, Wealth Management..., Mutual Funds, Investments, Marketing Communications, Financial Services, Asset Allocation, Wealth Management, Asset Management

Education
Boston College   2009 — 2012
MBA, Marketing

Northeastern University   2000 — 2004
BS, Economics

Cheryl Reardon McHugh Cheryl Reardon McHugh Greater Boston Area Details
Cheryl Reardon McHugh's Emerson Investment Management Experience May 2005 - March 2006
Job Divisional Vice President/Merchandise Manager at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc.   August 2014 - Present
TJX  September 2006 - August 2014
Jasmine Sola  March 2006 - September 2006
Emerson Investment Management   May 2005 - March 2006

Skills
Merchandising, Apparel, Fashion, Inventory Management, Visual Merchandising, Assortment, Management, Trend, Merchandise Planning, Store Management, Private Label, Fashion Buying, CPFR

Education
University of Massachusetts, Amherst   2001 — 2005

Arlington High School

Alexis Olivera Alexis Olivera Greater Boston Area Details
Alexis Olivera's Emerson Investment Management Experience June 2011 - Present
Job Senior Operations Specialist at Emerson Investment Management
Industry Investment Management
Experience
Emerson Investment Management   June 2011 - Present
Emerson Investment Management   July 2009 - June 2011
Emerson Investment Management   August 2007 - July 2009
New England Research & Management, Inc.   August 2006 - July 2007
Greenbaum, Nagel, Fisher & Hamelburg   October 2005 - March 2006

Education
Boston University   2006 — 2006
Paralegal Certification

University of Delaware   1997 — 2002
BA, International Relations