Exchange Capital Management, Inc.

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Exchange Capital Management, Inc. Employees

Employee
Years
Job
Industry
Kate Slocum Kate Slocum Ann Arbor, Michigan Details
Kate Slocum's Exchange Capital Management, Inc. Experience November 2014 - Present
Job Director of Financial Planning
Industry Investment Management
Experience
Exchange Capital Management, Inc.   November 2014 - Present
Talmer West Bank  April 1998 - November 2014
KeyBank  January 1996 - April 1998
Merrill Lynch  June 1994 - June 1995

Skills
Asset Allocation, Investment Strategies, Financial Analysis, Financial Modeling, Banking, Loans, Securities, Portfolio Management, Financial Services, Investment Advisory, Customer Service, Finance, Sales, Retirement Planning, Investments, Financial Planning

Education
Loyola University of Chicago   1989 — 1993
Bachelor of Business Administration, Economics

Althoff Catholic High School   1985 — 1989

Lauren McLaughlin Lauren McLaughlin Ann Arbor, Michigan Details
Lauren McLaughlin's Exchange Capital Management, Inc. Experience February 2014 - Present
Job Digital Media & Marketing Coordinator at Exchange Capital Management, Inc.
Industry Marketing and Advertising
Experience
Exchange Capital Management, Inc.   February 2014 - Present
Adams Street Publishing Co.  October 2013 - February 2014
Sony Music Entertainment  May 2013 - September 2013
Chippewa River District Library  August 2011 - August 2013
The Buckle  December 2010 - August 2011
Ann Arbor Country Club  May 2007 - August 2010

Skills
Social Media, Marketing, Customer Service, Sales, Blogging, Social Networking, Event Planning, Facebook, Marketing Communications, Social Media Marketing, Public Relations, Library Science, SEO

Education
Central Michigan University   2009 — 2013
Bachelor of Applied Arts, Communication, General

Anglo-American University, Prague   2012 — 2012

Chris Georgandellis, CFA Chris Georgandellis, CFA Greater Detroit Area Details
Chris Georgandellis, CFA's Exchange Capital Management, Inc. Experience April 2013 - Present
Job Portfolio Manager at Exchange Capital Management, Inc.
Industry Investment Management
Experience
Exchange Capital Management, Inc.   April 2013 - Present
Kapital Trading LLC   2009 - 2011
Owenoke Capital Management, LLC   2006 - 2008
Pirate Capital LLC   2005 - 2006
DKR Capital Management   2004 - 2005
UBS  2001 - 2004

Skills
Trading, Capital Markets, Equities, Equity Trading, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Tamarac, Financial Analysis, Risk Management, Derivatives, Trading Systems, Algorithm Design, VBA, Programming, SQL, C#, Commodity

Education
University of Michigan   1998 — 2001
B.S., Computer Science, Economics

United States Naval Academy   1995 — 1997

Grosse Pointe North   1991 — 1995
High School, General

Olivia Stacey Olivia Stacey Ann Arbor, Michigan Details
Olivia Stacey's Exchange Capital Management, Inc. Experience July 2015 - Present
Job Research Analyst at Exchange Capital Management, Inc.
Industry Financial Services
Experience
Exchange Capital Management, Inc.   July 2015 - Present
Mathnasium - The Math Learning Center  September 2014 - Present

Education
Michigan State University   2009 — 2014
Bachelor of Science, Mathematics

Dexter High School

Tony DiGiovanni, CFA Tony DiGiovanni, CFA Greater Detroit Area Details
Tony DiGiovanni, CFA's Exchange Capital Management, Inc. Experience November 2005 - July 2012
Job Chief Investment Officer at White Pine Investment Co.
Industry Financial Services
Experience
White Pine Investment Co.   August 2012 - Present
Exchange Capital Management, Inc.   November 2005 - July 2012
Sigma Investment Counselors  2000 - 2005
MFO Management Co.   1991 - 1999

Skills
Portfolio Management, Investments, Asset Allocation, Asset Managment, Investment Strategies, Equities, Alternative Investments, Wealth Management, Fixed Income, Investment Advisory, Series 7, Mutual Funds, ETFs, Retirement Planning, Securities

Education
University of Michigan - Stephen M. Ross School of Business   1992 — 1996
MBA, Finance

University of Michigan - Stephen M. Ross School of Business   1985 — 1989
BBA, Finance

Andover High School   1983 — 1985

Blake Heidenreich Blake Heidenreich Ann Arbor, Michigan Details
Blake Heidenreich's Exchange Capital Management, Inc. Experience May 2007 - August 2007
Job Entrepreneur in Investment Management and the Nonprofit Sector
Industry Financial Services
Experience
Troy Capital Management, LLC   2013 - Present
Spinal Cord Injury Foundation   August 2012 - Present
Tesla Motors  May 2014 - August 2014
Google  May 2011 - September 2012
Deloitte Consulting  2009 - 2011
MillerCoors  May 2008 - August 2008
Exchange Capital Management, Inc.   May 2007 - August 2007

Skills
Strategy, Management Consulting, Financial Modeling, Analytics, Financial Analysis, New Business Development, Data Analysis, Finance, Online Advertising, Business Strategy, Strategic Planning, Program Management, Project Management, Strategic Consulting, Entrepreneurship

Education
University of Michigan   2013 — 2015
M.S. School of Natural Resources and Environment, Sustainable Systems

University of Michigan - Stephen M. Ross School of Business
BBA, Business Administration

Eric Laub Eric Laub Ann Arbor, Michigan Details
Eric Laub's Exchange Capital Management, Inc. Experience September 2015 - Present
Job Financial Planning Specialist
Industry Financial Services
Experience
Exchange Capital Management, Inc.   September 2015 - Present
Summit Financial Strategies, Inc.   August 2014 - December 2014
Clear Perspectives Financial Planning, LLC   March 2014 - April 2014
Bellevue College  September 2012 - March 2014
University of Central Oklahoma  August 2010 - August 2012
Clark College  January 2006 - August 2010

Education
Boston University   2013 — 2015
Certificate in Financial Planning, Financial Advising

Portland State University   2005 — 2010
Master of Science (M.S.), Mathematics

Western Washington University   1997 — 2003
Bachelor of Arts (B.A.), Mathematics Teacher Education

Jeffrey Kopa, CFA Jeffrey Kopa, CFA Chicago, Illinois Details
Jeffrey Kopa, CFA's Exchange Capital Management, Inc. Experience May 2003 - February 2006
Job Director Financial Advisory Services (FAS) at AlixPartners
Industry Management Consulting
Experience
AlixPartners  February 2006 - Present
Exchange Capital Management, Inc.   May 2003 - February 2006

Skills
Valuation, Restructuring, Finance, Financial Advisory, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Private Equity, Mergers & Acquisitions, Acquisition Integration, Strategic Financial..., Business Strategy, Investment Banking, Financial Reporting, Corporate Development, Business Transformation

Education
Indiana University Bloomington   2014 — 2016
Master of Business Administration (MBA)

University of Michigan Business School
BBA, Finance and Accounting

Tom Costigan, CFP Tom Costigan, CFP Greater Detroit Area Details
Tom Costigan, CFP's Exchange Capital Management, Inc. Experience September 2006 - Present
Job Financial Advisor delivering personalized, feeonly investment management and financial planning advice
Industry Investment Management
Experience
Exchange Capital Management, Inc.   September 2006 - Present
MetLife  September 2004 - September 2006

Skills
Portfolio Management, Investments, Fixed Income, Asset Allocation, Bloomberg, Securities, Certified Financial..., Personal Financial..., Retirement Planning, Wealth Management..., Investment Management, Strategic Financial..., Asset Management, Financial Advisory

Education
Michigan State University   1999 — 2003
BBA, Finance

Jena Storm Stacey Jena Storm Stacey Farmington, Michigan Details
Jena Storm Stacey's Exchange Capital Management, Inc. Experience September 2003 - September 2004
Job Historic Preservation Professional looking for a position as an architectural historian or in museums.
Industry Museums and Institutions
Experience
Farmington Historical Commission   April 2013 - Present
Historic Greenmead   October 2005 - July 2014
Edsel & Eleanor Ford House  2010 - 2011
Munder Capital Management  April 2006 - April 2009
First Congregational Church of Detroit   January 2005 - June 2005
Exchange Capital Management, Inc.   September 2003 - September 2004
Munder Capital Management  October 1998 - February 2003
Munder Capital Management  October 1997 - October 1998
Munder Capital Management  February 1996 - October 1997
Smith Barney  May 1994 - February 1996

Skills
Public Speaking, Fundraising, Museums, Microsoft Office, History, Nonprofits, Community Outreach, Customer Service, Editing, Leadership, Research, Volunteer Management

Education
Eastern Michigan University   2004 — 2011
Master's of Science, Historic Preservation and Conservation

Indiana University Bloomington   1991 — 1993
Bachelor of Arts (B.A.), French Language and Literature