Equinox Fund Management, LLC
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Equinox Fund Management, LLC Employees
Employee
Years
Job
Industry
Brian Winkler Brian Winkler's Equinox Fund Management, LLC Experience May 2013 - March 2014
Job Head of Internal Sales & Distribution at SmartTrust®
Industry Financial Services
Experience
SmartTrust® March 2014 - Present
Equinox Fund Management, LLC May 2013 - March 2014
OppenheimerFunds October 2000 - April 2013
Skills
Series 63, Mutual Funds, Series 7, Series 24, Alternative Investments, Sales Management, Consulting, Strategic Selling, Municipal Bonds, New Business Development, 401k, Series 6, Series 65, Separately Managed..., Asset Allocation, Fixed Income, FINRA, Investments, Financial Services, Strategy, Retirement Planning, Wealth Management, Strategic Planning, Uniform Combined State..., Investment Strategies, Securities, Retirement, Asset Management, Portfolio Management, Relationship Management, Equities, Financial Advisory, ETFs, Investment Advisory
Education
Montclair State University
Bachelor of Arts (B.A.)
SmartTrust® March 2014 - Present
Equinox Fund Management, LLC May 2013 - March 2014
OppenheimerFunds October 2000 - April 2013
Skills
Series 63, Mutual Funds, Series 7, Series 24, Alternative Investments, Sales Management, Consulting, Strategic Selling, Municipal Bonds, New Business Development, 401k, Series 6, Series 65, Separately Managed..., Asset Allocation, Fixed Income, FINRA, Investments, Financial Services, Strategy, Retirement Planning, Wealth Management, Strategic Planning, Uniform Combined State..., Investment Strategies, Securities, Retirement, Asset Management, Portfolio Management, Relationship Management, Equities, Financial Advisory, ETFs, Investment Advisory
Education
Montclair State University
Bachelor of Arts (B.A.)
Kate Morgan Kate Morgan's Equinox Fund Management, LLC Experience May 2007 - March 2012
Job Director of Marketing, Longboard Asset Management
Industry Marketing and Advertising
Experience
Longboard Asset Management April 2015 - Present
German Accelerator Inc. November 2014 - Present
Fusion Marketing LLC August 2013 - July 2015
Equinox Fund Management, LLC May 2007 - March 2012
NRG Energy December 2005 - December 2006
KHMorgan Associates 2003 - 2005
Braxton Associates June 1989 - 1992
BMW 1986 - 1988
Coopers and Lybrand 1984 - 1986
Skills
Marketing, Strategy, Hedge Fund Marketing, Marketing Strategy, Alternative Assets..., Advertising, Market Research, Business Strategy, Financial Services, Business Networking, Management Consulting, Financial Services..., Innovation, Sales, Consulting, Strategic Partnerships, Alternative Mutual Funds
Education
Tuck School of Business at Dartmouth 1988 — 1990
Master of Business Administration (MBA)
Princeton University 1980 — 1984
Bachelor of Arts (B.A.), English, Cum Laude
Longboard Asset Management April 2015 - Present
German Accelerator Inc. November 2014 - Present
Fusion Marketing LLC August 2013 - July 2015
Equinox Fund Management, LLC May 2007 - March 2012
NRG Energy December 2005 - December 2006
KHMorgan Associates 2003 - 2005
Braxton Associates June 1989 - 1992
BMW 1986 - 1988
Coopers and Lybrand 1984 - 1986
Skills
Marketing, Strategy, Hedge Fund Marketing, Marketing Strategy, Alternative Assets..., Advertising, Market Research, Business Strategy, Financial Services, Business Networking, Management Consulting, Financial Services..., Innovation, Sales, Consulting, Strategic Partnerships, Alternative Mutual Funds
Education
Tuck School of Business at Dartmouth 1988 — 1990
Master of Business Administration (MBA)
Princeton University 1980 — 1984
Bachelor of Arts (B.A.), English, Cum Laude
Sean Hamborsky Sean Hamborsky's Equinox Fund Management, LLC Experience July 2013 - July 2013
Job Risk Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
Comerica Bank May 2014 - August 2014
Equinox Fund Management, LLC July 2013 - July 2013
Nextek Power Systems May 2013 - June 2013
Ace Hardware May 2012 - August 2012
Skills
Microsoft Excel, Data Entry, Communication Skills, Microsoft Word, Mac OS, Microsoft Office, Ableton Live, Photoshop, Social Networking, Microsoft PowerPoint, Windows, Time Management
Education
Michigan State University 2015 — 2016
Master’s Degree, Accounting
Michigan State University 2011 — 2015
Bachelor’s Degree, Accounting, 3.76/4.00
PwC June 2015 - Present
Comerica Bank May 2014 - August 2014
Equinox Fund Management, LLC July 2013 - July 2013
Nextek Power Systems May 2013 - June 2013
Ace Hardware May 2012 - August 2012
Skills
Microsoft Excel, Data Entry, Communication Skills, Microsoft Word, Mac OS, Microsoft Office, Ableton Live, Photoshop, Social Networking, Microsoft PowerPoint, Windows, Time Management
Education
Michigan State University 2015 — 2016
Master’s Degree, Accounting
Michigan State University 2011 — 2015
Bachelor’s Degree, Accounting, 3.76/4.00
Vance Sanders, CPA Vance Sanders, CPA's Equinox Fund Management, LLC Experience October 2007 - June 2013
Job Chief Financial Officer (also CTO & COO) at Equinox Financial Group, LLC
Industry Investment Management
Experience
Equinox Financial Group, LLC June 2013 - Present
Equinox Funds Trust December 2010 - Present
Equinox Fund Management, LLC October 2007 - June 2013
Ajilon Finance March 2007 - August 2007
K Financial, Inc. November 2005 - March 2007
Jefferson Wells November 2003 - November 2005
Resources Global Professionals February 2000 - October 2003
Robison Medical Group Resource 1996 - 1997
Skills
Executive Management, Risk Management, Internal Audit, Finance, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Auditing, Program Management, Alternative Investments, Accounting, Mutual Funds, Information Technology, Investments, Project Management, Process Improvement, Budgets, Financial Analysis, Management, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Portfolio Management, Hedge Funds, Securities, Equities, Banking, Due Diligence, Derivatives, Fixed Income, Asset Allocation
Education
Missouri Southern State University 1992 — 1993
BSBA, Accounting
Westminster College (MO) 1986 — 1989
Liberal Arts
East newton HS 1985 — 1986
Cassville High 1983 — 1985
Equinox Financial Group, LLC June 2013 - Present
Equinox Funds Trust December 2010 - Present
Equinox Fund Management, LLC October 2007 - June 2013
Ajilon Finance March 2007 - August 2007
K Financial, Inc. November 2005 - March 2007
Jefferson Wells November 2003 - November 2005
Resources Global Professionals February 2000 - October 2003
Robison Medical Group Resource 1996 - 1997
Skills
Executive Management, Risk Management, Internal Audit, Finance, Corporate Finance, Internal Controls, Sarbanes-Oxley Act, Auditing, Program Management, Alternative Investments, Accounting, Mutual Funds, Information Technology, Investments, Project Management, Process Improvement, Budgets, Financial Analysis, Management, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Portfolio Management, Hedge Funds, Securities, Equities, Banking, Due Diligence, Derivatives, Fixed Income, Asset Allocation
Education
Missouri Southern State University 1992 — 1993
BSBA, Accounting
Westminster College (MO) 1986 — 1989
Liberal Arts
East newton HS 1985 — 1986
Cassville High 1983 — 1985
Gregory Bosch, CPA Gregory Bosch, CPA's Equinox Fund Management, LLC Experience March 2013 - January 2014
Job Senior Accountant at Western Union Business Solutions
Industry Real Estate
Experience
Western Union Business Solutions January 2015 - Present
Forum Real Estate Group January 2014 - January 2015
Equinox Fund Management, LLC March 2013 - January 2014
Archstone December 2012 - March 2013
Archstone October 2011 - December 2012
Mercy Housing November 2008 - October 2011
Skills
Affordable Housing, Microsoft Excel, Variance Analysis, Intercompany, Accruals, Process Automation, Yardi, PeopleSoft, General Ledger
Education
University of Colorado at Boulder 2003 — 2007
Accounting
Western Union Business Solutions January 2015 - Present
Forum Real Estate Group January 2014 - January 2015
Equinox Fund Management, LLC March 2013 - January 2014
Archstone December 2012 - March 2013
Archstone October 2011 - December 2012
Mercy Housing November 2008 - October 2011
Skills
Affordable Housing, Microsoft Excel, Variance Analysis, Intercompany, Accruals, Process Automation, Yardi, PeopleSoft, General Ledger
Education
University of Colorado at Boulder 2003 — 2007
Accounting
Carissa Pavlica Carissa Pavlica's Equinox Fund Management, LLC Experience November 2008 - May 2011
Job Managing Editor at TV Fanatic
Industry Writing and Editing
Experience
Movie Fanatic June 2015 - Present
TV Fanatic September 2014 - Present
TV Fanatic September 2010 - Present
Entertainment Weekly February 2014 - August 2014
SheKnows September 2013 - March 2014
PMI 5 Media August 2013 - September 2013
PMI 5 Media May 2013 - September 2013
The Bornhoft Group November 2008 - September 2012
TV Overmind December 2010 - August 2012
Equinox Fund Management, LLC November 2008 - May 2011
Skills
Research, Fundraising, Strategic Planning, Social Media, Project Management, Event Planning, Microsoft Office, Writing, Entertainment Journalism, Blogging, Television, Budgets, Customer Service, Microsoft Excel, PowerPoint, Process Improvement, Outlook, Microsoft Word, Hedge Funds, Editing, Human Resources, Interviews, CRM, Public Relations, Social Networking, Management, Training, Editorial
Education
Regis University 1998 — 2001
Indiana University of Pennsylvania 1983 — 1987
Sociology/Criminology
Movie Fanatic June 2015 - Present
TV Fanatic September 2014 - Present
TV Fanatic September 2010 - Present
Entertainment Weekly February 2014 - August 2014
SheKnows September 2013 - March 2014
PMI 5 Media August 2013 - September 2013
PMI 5 Media May 2013 - September 2013
The Bornhoft Group November 2008 - September 2012
TV Overmind December 2010 - August 2012
Equinox Fund Management, LLC November 2008 - May 2011
Skills
Research, Fundraising, Strategic Planning, Social Media, Project Management, Event Planning, Microsoft Office, Writing, Entertainment Journalism, Blogging, Television, Budgets, Customer Service, Microsoft Excel, PowerPoint, Process Improvement, Outlook, Microsoft Word, Hedge Funds, Editing, Human Resources, Interviews, CRM, Public Relations, Social Networking, Management, Training, Editorial
Education
Regis University 1998 — 2001
Indiana University of Pennsylvania 1983 — 1987
Sociology/Criminology
Matt Scarlata, CRPC Matt Scarlata, CRPC's Equinox Fund Management, LLC Experience September 2012 - November 2013
Job Manager Sales & Distribution at Resource Securities(Alternative Investments)
Industry Financial Services
Experience
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Michael Sclafani Michael Sclafani's Equinox Fund Management, LLC Experience April 2012 - August 2013
Job S&P Capital IQ
Industry Investment Management
Experience
Standard & Poor's 2013 - Present
Equinox Fund Management, LLC April 2012 - August 2013
Morgan Stanley August 2010 - April 2012
MetLife January 2005 - January 2010
Skills
Financial Planning, Securities Regulation, Complex Investment..., Financial Research and..., Alternative Investments, Time Management, Relationship Development, Team Coordination, Critical Thinking, Organization, Trading Concepts, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Innovation/ Financial..., Product Positioning, Commodity Trading..., Managed Futures, Private Equity, Hedge Funds, Futures, Derivatives, Analysis, Retirement Planning, Strategic Financial..., Positioning
Education
Fairleigh Dickinson University 2008 — 2009
Certificate for Financial Planning Program, Finance and Financial Management Services
The LandMark Forum
Curriculum For Living
The Richard Stockton College of New Jersey 1999 — 2003
Bachelor's degree, Political Science and Government
The Washington Center for Internships and Academic Seminars
Political Science and Government, 4.0
Standard & Poor's 2013 - Present
Equinox Fund Management, LLC April 2012 - August 2013
Morgan Stanley August 2010 - April 2012
MetLife January 2005 - January 2010
Skills
Financial Planning, Securities Regulation, Complex Investment..., Financial Research and..., Alternative Investments, Time Management, Relationship Development, Team Coordination, Critical Thinking, Organization, Trading Concepts, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Innovation/ Financial..., Product Positioning, Commodity Trading..., Managed Futures, Private Equity, Hedge Funds, Futures, Derivatives, Analysis, Retirement Planning, Strategic Financial..., Positioning
Education
Fairleigh Dickinson University 2008 — 2009
Certificate for Financial Planning Program, Finance and Financial Management Services
The LandMark Forum
Curriculum For Living
The Richard Stockton College of New Jersey 1999 — 2003
Bachelor's degree, Political Science and Government
The Washington Center for Internships and Academic Seminars
Political Science and Government, 4.0
Julia Wiltshire Julia Wiltshire's Equinox Fund Management, LLC Experience October 2003 - June 2007
Job A Modern Marketer Driving Results with Marketing
Industry Information Technology and Services
Experience
Avnet Electronics Marketing December 2013 - June 2015
Avnet Technology Solutions October 2010 - December 2013
Avnet Technology Solutions December 2008 - October 2010
Janus Capital Group June 2008 - October 2008
Equinox Fund Management, LLC October 2003 - June 2007
C.E. Unterberg, Towbin (DBA Canaccord Genuity Group Inc.) April 2002 - October 2003
WPI (consulting start-up that closed in 2002) March 2001 - January 2002
Hennessee Group LLC October 1998 - February 2001
Skills
Marketing Strategy, New Business Development, Online Marketing, Customer Relations, Key Account Management, Field Marketing, Integrated Channel..., Agile Project Management, Marketing Spend ROI..., Tactical Channel..., Vendor Management, Business Development, Customer Service, Go-to-market Strategy, Product Marketing, Marketing, Marketing Communications, Solution Selling, Strategy, B2B, B2B Marketing, Leadership, Sales Operations, Multi-channel Marketing, Lead Generation, Strategic Partnerships, Demand Generation, Channel Partners, Management, Brand Management, Sales, CRM, Account Management, Social Media Marketing, Sales Enablement, Marketing Management, Salesforce.com, Strategic Communications
Education
University of Colorado Denver 2004 — 2007
M.S, Management & Organization
University of Colorado Boulder - Leeds School of Business 1994 — 1997
B.S., Marketing
University of Colorado Boulder - Leeds School of Business 1994 — 1997
B.S., Finance
Cherry Creek High School 1989 — 1993
Avnet Electronics Marketing December 2013 - June 2015
Avnet Technology Solutions October 2010 - December 2013
Avnet Technology Solutions December 2008 - October 2010
Janus Capital Group June 2008 - October 2008
Equinox Fund Management, LLC October 2003 - June 2007
C.E. Unterberg, Towbin (DBA Canaccord Genuity Group Inc.) April 2002 - October 2003
WPI (consulting start-up that closed in 2002) March 2001 - January 2002
Hennessee Group LLC October 1998 - February 2001
Skills
Marketing Strategy, New Business Development, Online Marketing, Customer Relations, Key Account Management, Field Marketing, Integrated Channel..., Agile Project Management, Marketing Spend ROI..., Tactical Channel..., Vendor Management, Business Development, Customer Service, Go-to-market Strategy, Product Marketing, Marketing, Marketing Communications, Solution Selling, Strategy, B2B, B2B Marketing, Leadership, Sales Operations, Multi-channel Marketing, Lead Generation, Strategic Partnerships, Demand Generation, Channel Partners, Management, Brand Management, Sales, CRM, Account Management, Social Media Marketing, Sales Enablement, Marketing Management, Salesforce.com, Strategic Communications
Education
University of Colorado Denver 2004 — 2007
M.S, Management & Organization
University of Colorado Boulder - Leeds School of Business 1994 — 1997
B.S., Marketing
University of Colorado Boulder - Leeds School of Business 1994 — 1997
B.S., Finance
Cherry Creek High School 1989 — 1993
Andrew Leavitt Andrew Leavitt's Equinox Fund Management, LLC Experience June 2009 - April 2010
Job Agile Enablement Consultant at Sprinklr
Industry Computer Software
Experience
Sprinklr June 2014 - Present
Sprinklr June 2013 - Present
CreativeFeed September 2011 - June 2013
Ogilvy & Mather July 2010 - September 2011
Princeton University, Department of Public Safety February 2007 - June 2010
Equinox Fund Management, LLC June 2009 - April 2010
Skills
Creative Direction, CRM, Project Management, Analytics, Segmentation, Strategy, Management, Strategic Planning, Product Development, Media Planning, Email Marketing, Market Research, Program Management
Education
Princeton University 2006 — 2010
A.B., East Asian Studies
Sprinklr June 2014 - Present
Sprinklr June 2013 - Present
CreativeFeed September 2011 - June 2013
Ogilvy & Mather July 2010 - September 2011
Princeton University, Department of Public Safety February 2007 - June 2010
Equinox Fund Management, LLC June 2009 - April 2010
Skills
Creative Direction, CRM, Project Management, Analytics, Segmentation, Strategy, Management, Strategic Planning, Product Development, Media Planning, Email Marketing, Market Research, Program Management
Education
Princeton University 2006 — 2010
A.B., East Asian Studies
Eva Månsson-Blair's Equinox Fund Management, LLC Experience June 2012 - Present
Job Vice President, Marketing & Business Development Services at Equinox Fund Management, LLC
Industry Investment Management
Experience
Equinox Fund Management, LLC June 2012 - Present
Equinox Fund Management, LLC November 2007 - June 2012
Standard & Poor's June 2003 - November 2007
Standard & Poor's May 2000 - June 2003
Skills
Alternative Investments, Financial Services, Competitive Analysis, Mutual Funds, Due Diligence, Marketing, Project Management, Marketing Strategy, Marketing Communications, Zephyr Style Advisor, PerTrac, Product Marketing, Management, Financial Analysis, Business Analysis, Business Development, Process Improvement, MS Project, Team Leadership, Compustat
Education
Uppsala University 2000 — 2001
Master's Degree, Accounting and Finance
University of Colorado Denver 2000 — 2000
Finance
Uppsala University 1996 — 2000
Bachelor's Degree, International Business
Equinox Fund Management, LLC June 2012 - Present
Equinox Fund Management, LLC November 2007 - June 2012
Standard & Poor's June 2003 - November 2007
Standard & Poor's May 2000 - June 2003
Skills
Alternative Investments, Financial Services, Competitive Analysis, Mutual Funds, Due Diligence, Marketing, Project Management, Marketing Strategy, Marketing Communications, Zephyr Style Advisor, PerTrac, Product Marketing, Management, Financial Analysis, Business Analysis, Business Development, Process Improvement, MS Project, Team Leadership, Compustat
Education
Uppsala University 2000 — 2001
Master's Degree, Accounting and Finance
University of Colorado Denver 2000 — 2000
Finance
Uppsala University 1996 — 2000
Bachelor's Degree, International Business
Adam Carpio Adam Carpio's Equinox Fund Management, LLC Experience March 2005 - June 2007
Job Great West Financial
Industry Banking
Experience
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank January 2010 - January 2012
Gap Inc January 2009 - January 2012
Lincoln Trust December 2010 - October 2011
Fiserv ISS June 2007 - August 2009
Fiserv ISS January 2007 - January 2009
Equinox Fund Management, LLC March 2005 - June 2007
Equinox Fund Management January 2005 - January 2007
OppenheimerFunds February 1994 - March 2005
OppenheimerFunds, Inc January 1994 - January 2005
Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate
Education
Red Rocks Community College 1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism
Red Rocks Community College
Associates, Finance
Metropolitan State University of Denver 1995 — 1997
1997, Secondary Education
Metropolitan State College
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank January 2010 - January 2012
Gap Inc January 2009 - January 2012
Lincoln Trust December 2010 - October 2011
Fiserv ISS June 2007 - August 2009
Fiserv ISS January 2007 - January 2009
Equinox Fund Management, LLC March 2005 - June 2007
Equinox Fund Management January 2005 - January 2007
OppenheimerFunds February 1994 - March 2005
OppenheimerFunds, Inc January 1994 - January 2005
Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate
Education
Red Rocks Community College 1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism
Red Rocks Community College
Associates, Finance
Metropolitan State University of Denver 1995 — 1997
1997, Secondary Education
Metropolitan State College
Shameen Motiwala, MQF, CIMA's Equinox Fund Management, LLC Experience March 2013 - May 2014
Job Entrepreneur, Investor and Performance Consultant
Industry Professional Training & Coaching
Experience
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Daniel S. Gormont, Sr.'s Equinox Fund Management, LLC Experience 2010 - 2013
Job Vice President, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Kellner Capital 2013 - 2015
Equinox Fund Management, LLC 2010 - 2013
SEI 2000 - 2010
US Department of Homeland Security 2006 - 2007
Prudential Financial 1996 - 2000
Education
Penn State University
Fidelity Investments April 2015 - Present
Kellner Capital 2013 - 2015
Equinox Fund Management, LLC 2010 - 2013
SEI 2000 - 2010
US Department of Homeland Security 2006 - 2007
Prudential Financial 1996 - 2000
Education
Penn State University
Kevin M. Hart Jr.'s Equinox Fund Management, LLC Experience March 2012 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
Equinox Fund Management, LLC March 2012 - Present
Equinox Fund Management, LLC March 2011 - August 2012
ING Investment Management July 2010 - March 2011
The Big Wind, LLC May 2009 - July 2010
LPL Financial August 2008 - May 2009
Bank Finanical Services October 2006 - August 2008
Merrill Lynch April 2002 - September 2006
Janney Montgomery Scott September 2000 - April 2002
Education
Denison University 1996 — 2000
Communication, Sociology, Economics
Equinox Fund Management, LLC March 2012 - Present
Equinox Fund Management, LLC March 2011 - August 2012
ING Investment Management July 2010 - March 2011
The Big Wind, LLC May 2009 - July 2010
LPL Financial August 2008 - May 2009
Bank Finanical Services October 2006 - August 2008
Merrill Lynch April 2002 - September 2006
Janney Montgomery Scott September 2000 - April 2002
Education
Denison University 1996 — 2000
Communication, Sociology, Economics
Daniel Prezioso's Equinox Fund Management, LLC Experience June 2011 - Present
Job Associate General Counsel at Equinox Fund Management, LLC
Industry Law Practice
Experience
Equinox Fund Management, LLC June 2011 - Present
Cadwalader, Wickersham & Taft LLP April 2008 - June 2011
Skills
Securities, Derivatives, Mutual Funds, Securities Regulation, Structured Products, Finance, Litigation, Legal Writing, Legal Research, Asset Management, Financial Structuring, Corporate Law, Hedge Funds, Investments, Corporate Governance
Education
Seton Hall University School of Law 2004 — 2008
Juris Doctor, Law
University of Maryland College Park 2000 — 2004
B.A., Government
High School
Equinox Fund Management, LLC June 2011 - Present
Cadwalader, Wickersham & Taft LLP April 2008 - June 2011
Skills
Securities, Derivatives, Mutual Funds, Securities Regulation, Structured Products, Finance, Litigation, Legal Writing, Legal Research, Asset Management, Financial Structuring, Corporate Law, Hedge Funds, Investments, Corporate Governance
Education
Seton Hall University School of Law 2004 — 2008
Juris Doctor, Law
University of Maryland College Park 2000 — 2004
B.A., Government
High School