Equinox Funds
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Equinox Funds Employees
Employee
Years
Job
Industry
Mark Argust Mark Argust's Equinox Funds Experience March 2012 - Present
Job Regional Vice President at Equinox Funds
Industry Financial Services
Experience
Equinox Funds March 2012 - Present
Equinox Funds August 2009 - March 2012
Lincoln Financial Group August 2006 - January 2009
New England Financial September 2001 - September 2006
Skills
Series 7, Asset Managment, Equities, Sales, Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Financial Advisory, Investments, Separately Managed..., Retirement Planning, Investment Strategies, Securities, Wealth Management, Investment Management, Variable Annuities, Morningstar, Long-term Care, Retirement Plan..., Disability Insurance, Life Insurance, IRAs, Retirement, Series 65, Fixed Income, Series 6
Education
Bentley University 1997 — 2001
Finance
Equinox Funds March 2012 - Present
Equinox Funds August 2009 - March 2012
Lincoln Financial Group August 2006 - January 2009
New England Financial September 2001 - September 2006
Skills
Series 7, Asset Managment, Equities, Sales, Alternative Investments, Series 63, Mutual Funds, Hedge Funds, Asset Allocation, Asset Management, Financial Services, Financial Advisory, Investments, Separately Managed..., Retirement Planning, Investment Strategies, Securities, Wealth Management, Investment Management, Variable Annuities, Morningstar, Long-term Care, Retirement Plan..., Disability Insurance, Life Insurance, IRAs, Retirement, Series 65, Fixed Income, Series 6
Education
Bentley University 1997 — 2001
Finance
Melissa Currie Melissa Currie's Equinox Funds Experience June 2012 - August 2014
Job Creative Manager at PENN Capital Management
Industry Financial Services
Experience
PENN Capital Management September 2014 - Present
Equinox Funds June 2012 - August 2014
BlackRock April 2005 - June 2012
1838 Investment Advisors April 2000 - September 2004
Board of Pensions of the Presbyterian Church 1989 - 1996
Skills
Marketing, Marketing Communications, Marketing Strategy, Branding & Identity, Content Strategy, Content Development, Web Content, Product Marketing, Integrated Marketing, Digital Marketing, Direct Marketing, Email Marketing, Event Planning, Investments, Mutual Funds, 1940 Act, FINRA, Market Research, PowerPoint, Social Media Marketing, Advertising, Customer Service, CRM, New Business Development, Analytics, Product Management
Education
University of Phoenix 2007 — 2011
B.S.
PENN Capital Management September 2014 - Present
Equinox Funds June 2012 - August 2014
BlackRock April 2005 - June 2012
1838 Investment Advisors April 2000 - September 2004
Board of Pensions of the Presbyterian Church 1989 - 1996
Skills
Marketing, Marketing Communications, Marketing Strategy, Branding & Identity, Content Strategy, Content Development, Web Content, Product Marketing, Integrated Marketing, Digital Marketing, Direct Marketing, Email Marketing, Event Planning, Investments, Mutual Funds, 1940 Act, FINRA, Market Research, PowerPoint, Social Media Marketing, Advertising, Customer Service, CRM, New Business Development, Analytics, Product Management
Education
University of Phoenix 2007 — 2011
B.S.
R. Scott Victor Jr.'s Equinox Funds Experience August 2013 - Present
Job Business & Technology Manager at Equinox Financial Solutions, LLC
Industry Financial Services
Experience
Equinox Funds August 2013 - Present
Equinox Funds June 2010 - August 2013
Line-X of Streetsboro May 2007 - June 2010
Harry I. Sealfon, CPA, P.C. December 2009 - May 2010
Apple June 2009 - December 2009
Rochester Institute of Technology August 2007 - May 2009
Walt Disney World June 2008 - January 2009
Skills
Marketing, Customer Service, CRM, Research, Microsoft Excel, Management, Project Management, Event Planning, Advertising, Microsoft Office, Team Building, Economics, Finance, Teamwork, Group Work, Banking, PowerPoint
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
Rochester Institute of Technology 2006 — 2010
BS, Business Management
Gilmour Academy 2002 — 2006
Equinox Funds August 2013 - Present
Equinox Funds June 2010 - August 2013
Line-X of Streetsboro May 2007 - June 2010
Harry I. Sealfon, CPA, P.C. December 2009 - May 2010
Apple June 2009 - December 2009
Rochester Institute of Technology August 2007 - May 2009
Walt Disney World June 2008 - January 2009
Skills
Marketing, Customer Service, CRM, Research, Microsoft Excel, Management, Project Management, Event Planning, Advertising, Microsoft Office, Team Building, Economics, Finance, Teamwork, Group Work, Banking, PowerPoint
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
Rochester Institute of Technology 2006 — 2010
BS, Business Management
Gilmour Academy 2002 — 2006
Mike Carlone's Equinox Funds Experience April 2012 - Present
Job Investment Products Manager at Equinox Fund Management, LLC
Industry Financial Services
Experience
Equinox Funds April 2012 - Present
Morgan Stanley Smith Barney November 2009 - April 2012
Lincoln Financial Distributors February 2008 - June 2009
Morgan Stanley February 2006 - February 2008
Morgan Stanley March 2004 - February 2006
Skills
Investments, Mutual Funds, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Retirement, Financial Services, Fixed Income, Insurance, Financial Planners, ETFs, Trading, Series 7, Series 63, Management, Employee Benefits, Wealth Management, Alternative Investments, Finance, Asset Management, Asset Allocation, Securities, Equities
Education
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University-New Brunswick 1999 — 2003
BA, Journalism / History
Equinox Funds April 2012 - Present
Morgan Stanley Smith Barney November 2009 - April 2012
Lincoln Financial Distributors February 2008 - June 2009
Morgan Stanley February 2006 - February 2008
Morgan Stanley March 2004 - February 2006
Skills
Investments, Mutual Funds, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Retirement, Financial Services, Fixed Income, Insurance, Financial Planners, ETFs, Trading, Series 7, Series 63, Management, Employee Benefits, Wealth Management, Alternative Investments, Finance, Asset Management, Asset Allocation, Securities, Equities
Education
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University 1999 — 2003
B.A, Journalism and Media Studies
Rutgers University-New Brunswick 1999 — 2003
BA, Journalism / History
Corey Keating's Equinox Funds Experience December 2014 - Present
Job Marketing Manager, Equinox Funds
Industry Financial Services
Experience
Equinox Funds December 2014 - Present
Hartford Funds June 2011 - November 2014
Janney Montgomery Scott December 2009 - June 2011
The Hartford August 2006 - September 2009
Skills
Marketing Strategy, RIA, Mutual Funds, Marketing Communications, Email Marketing, Strategic Communications, Online Marketing, Alternative Investments, Business Development, Marketing, Email Strategy, Investments, Salesforce.com, Managed Futures, Relationship Management, Financial Services, Fixed Annuities, Variable Annuities, Direct Mail Campaigns, The Fusion Group
Education
University of Rhode Island
Bachelors Arts & Sciences, Communication Studies
Equinox Funds December 2014 - Present
Hartford Funds June 2011 - November 2014
Janney Montgomery Scott December 2009 - June 2011
The Hartford August 2006 - September 2009
Skills
Marketing Strategy, RIA, Mutual Funds, Marketing Communications, Email Marketing, Strategic Communications, Online Marketing, Alternative Investments, Business Development, Marketing, Email Strategy, Investments, Salesforce.com, Managed Futures, Relationship Management, Financial Services, Fixed Annuities, Variable Annuities, Direct Mail Campaigns, The Fusion Group
Education
University of Rhode Island
Bachelors Arts & Sciences, Communication Studies
Ian Livaich Ian Livaich's Equinox Funds Experience January 2015 - July 2015
Job J.D. Candidate at Villanova University School of Law
Industry Law Practice
Experience
Equinox Funds January 2015 - July 2015
American Water Resources December 2014 - January 2015
Allied Integrated Marketing May 2014 - September 2014
Office of Governor Chris Christie January 2013 - May 2013
Skills
Time Management, Spanish, Public Speaking, Public Relations, Customer Service, Economics, Oral & Written..., Research, Critical Thinking, Marketing, Marketing Strategy, Email Marketing
Education
Villanova University School of Law 2015 — 2018
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Bachelor of Arts (B.A.), Communications Major, Minors in Spanish and Economics, 3.8 GPA
University of Valencia 2013 — 2013
Spanish
James Madison University 2010 — 2011
Communications and Economics, 3.93 GPA
Equinox Funds January 2015 - July 2015
American Water Resources December 2014 - January 2015
Allied Integrated Marketing May 2014 - September 2014
Office of Governor Chris Christie January 2013 - May 2013
Skills
Time Management, Spanish, Public Speaking, Public Relations, Customer Service, Economics, Oral & Written..., Research, Critical Thinking, Marketing, Marketing Strategy, Email Marketing
Education
Villanova University School of Law 2015 — 2018
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Bachelor of Arts (B.A.), Communications Major, Minors in Spanish and Economics, 3.8 GPA
University of Valencia 2013 — 2013
Spanish
James Madison University 2010 — 2011
Communications and Economics, 3.93 GPA
Sean Recht's Equinox Funds Experience 2007 - 2009
Job Senior Sales Executive and Business Development Leader
Industry Real Estate
Experience
CoStar Group September 2015 - Present
MSCI Inc. 2013 - 2014
Dearborn Capital Management, LLC 2010 - 2013
Equinox Funds 2007 - 2009
DWS Investments 2004 - 2006
Skills
Mutual Funds, Alternative Investments, Investments, Series 63, Securities, Investment Management, Financial Services, Hedge Funds, Equities, Fixed Income, Valuation, Strategy, Business Development, Series 7, Investment Strategies, Asset Allocation, Financial Advisory, Relationship Building, Relationship Management, Retirement Planning, Risk Management, Territory Penetration, Territory Development, Managed Futures, Separately Managed..., ETFs, Sales Presentations, Educational Seminars, Budget Management, Webinars, Salesforce.com, Customer Experience
Education
University of Michigan
Bachelor's Degree, Psychology
University of Michigan
Bachelor of Arts (B.A.), Psychology
CoStar Group September 2015 - Present
MSCI Inc. 2013 - 2014
Dearborn Capital Management, LLC 2010 - 2013
Equinox Funds 2007 - 2009
DWS Investments 2004 - 2006
Skills
Mutual Funds, Alternative Investments, Investments, Series 63, Securities, Investment Management, Financial Services, Hedge Funds, Equities, Fixed Income, Valuation, Strategy, Business Development, Series 7, Investment Strategies, Asset Allocation, Financial Advisory, Relationship Building, Relationship Management, Retirement Planning, Risk Management, Territory Penetration, Territory Development, Managed Futures, Separately Managed..., ETFs, Sales Presentations, Educational Seminars, Budget Management, Webinars, Salesforce.com, Customer Experience
Education
University of Michigan
Bachelor's Degree, Psychology
University of Michigan
Bachelor of Arts (B.A.), Psychology
Fraser Graham Fraser Graham's Equinox Funds Experience June 2014 - August 2014
Job Attended University of Delaware
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
Equinox Funds June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Golf, Team Leadership, Financial Research, PowerPoint, Outlook, Financial Analysis, Alternative Investments, Managed Futures, Commodity Pools, Mutual Funds, Fund Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS) Finance and Economics, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS) in Finance and Economics, Finance
BNY Mellon August 2015 - Present
Equinox Funds June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Golf, Team Leadership, Financial Research, PowerPoint, Outlook, Financial Analysis, Alternative Investments, Managed Futures, Commodity Pools, Mutual Funds, Fund Management
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS) Finance and Economics, Finance
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS) in Finance and Economics, Finance
J. Alex Joslin's Equinox Funds Experience March 2015 - Present
Job New Product Development Manager at Equinox Funds
Industry Financial Services
Experience
Equinox Funds March 2015 - Present
Rollins, Inc. July 2014 - August 2014
Philip C. Cook Low-Income Tax Clinic August 2012 - July 2014
Unum September 2007 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Research, Leadership, Data Analysis, Marketing, Outlook, Time Management, Sales, Legal Research, Legal Writing, Strategic Planning, Analysis, Process Improvement, Team Building
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Master of Business Administration (MBA), Corporate Finance
Georgia State University College of Law 2011 — 2014
Doctor of Law (JD)
Georgia State University - J. Mack Robinson College of Business 2002 — 2007
Bachelor of Business Administration (BBA), Risk Management & Insurance & Finance
GACS
GACS
Equinox Funds March 2015 - Present
Rollins, Inc. July 2014 - August 2014
Philip C. Cook Low-Income Tax Clinic August 2012 - July 2014
Unum September 2007 - July 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Research, Leadership, Data Analysis, Marketing, Outlook, Time Management, Sales, Legal Research, Legal Writing, Strategic Planning, Analysis, Process Improvement, Team Building
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2014
Master of Business Administration (MBA), Corporate Finance
Georgia State University College of Law 2011 — 2014
Doctor of Law (JD)
Georgia State University - J. Mack Robinson College of Business 2002 — 2007
Bachelor of Business Administration (BBA), Risk Management & Insurance & Finance
GACS
GACS
Bob Enck's Equinox Funds Experience March 2007 - Present
Job President & CEO at Equinox Funds, Chairman Equinox Funds Trust
Industry Financial Services
Experience
Equinox Funds March 2007 - Present
The Hermes Group March 2004 - March 2007
Beansprout/Quintiles March 2003 - March 2004
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Asset Management, Series 7, Mergers & Acquisitions, Equities, Asset Allocation, Wealth Management, Investment Strategies, Securities, Risk Management, Series 63, Financial Advisory, Fixed Income, Financial Services, Strategic Financial..., Trading
Education
University of St. Thomas 1985 — 1987
Master of Business Administration (MBA), Business Administration and Management, General
St. John's University 1981 — 1984
Bachelor of Science (BS), Natural Sciences
Equinox Funds March 2007 - Present
The Hermes Group March 2004 - March 2007
Beansprout/Quintiles March 2003 - March 2004
Skills
Investments, Alternative Investments, Hedge Funds, Mutual Funds, Portfolio Management, Asset Management, Series 7, Mergers & Acquisitions, Equities, Asset Allocation, Wealth Management, Investment Strategies, Securities, Risk Management, Series 63, Financial Advisory, Fixed Income, Financial Services, Strategic Financial..., Trading
Education
University of St. Thomas 1985 — 1987
Master of Business Administration (MBA), Business Administration and Management, General
St. John's University 1981 — 1984
Bachelor of Science (BS), Natural Sciences
Emilia Roman's Equinox Funds Experience January 2011 - Present
Job Office Administrator at Equinox Funds
Industry Financial Services
Experience
Equinox Funds January 2011 - Present
Aton Pharma, Inc. March 2008 - August 2010
Esprit Pharma November 2005 - December 2007
BNY Mellon September 2000 - November 2005
Skills
Pharmaceutical Industry, Management, Customer Service, Cross-functional Team..., Bilingual Communications, Microsoft Office, Leadership, Budgets, Sales, Marketing, QuickBooks, Event Planning, Travel Arrangements, Notary Public, Meeting Planning, Research, Document Management, Utility Industry, Legal Industry, Sop
Education
Brookdale Community College 2005 — 2009
Associate's Degree, Business Administration, 3.69
Equinox Funds January 2011 - Present
Aton Pharma, Inc. March 2008 - August 2010
Esprit Pharma November 2005 - December 2007
BNY Mellon September 2000 - November 2005
Skills
Pharmaceutical Industry, Management, Customer Service, Cross-functional Team..., Bilingual Communications, Microsoft Office, Leadership, Budgets, Sales, Marketing, QuickBooks, Event Planning, Travel Arrangements, Notary Public, Meeting Planning, Research, Document Management, Utility Industry, Legal Industry, Sop
Education
Brookdale Community College 2005 — 2009
Associate's Degree, Business Administration, 3.69
Peter Tamburrino's Equinox Funds Experience August 2011 - January 2015
Job Financial Services Professional
Industry Financial Services
Experience
LoCorr Funds January 2015 - May 2015
Equinox Funds August 2011 - January 2015
PNC Investments 2010 - 2011
ING 2004 - 2009
American Express 2002 - 2004
Vanguard 1999 - 2002
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Phoenix
Master of Business Administration (MBA)
Penn State University
Letters, Arts, & Science, Business and Finance
LoCorr Funds January 2015 - May 2015
Equinox Funds August 2011 - January 2015
PNC Investments 2010 - 2011
ING 2004 - 2009
American Express 2002 - 2004
Vanguard 1999 - 2002
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Phoenix
Master of Business Administration (MBA)
Penn State University
Letters, Arts, & Science, Business and Finance