Exis Capital
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Exis Capital Employees
Employee
Years
Job
Industry
Jeff Northrop Jeff Northrop's Exis Capital Experience March 2009 - July 2009
Job Founder at Hummock Island.
Industry Venture Capital & Private Equity
Experience
Hummock Island January 2013 - Present
Exis Capital March 2009 - July 2009
Straus Asset Management January 2009 - April 2009
NASDAQ OMX June 2008 - September 2008
Bloomberg Tradebook June 2007 - September 2007
Skills
Trading, Emerging Markets, Hedge Funds, Investments, Venture Capital, Securities, Aquaculture, Bloomberg, Private Equity, Alternative Investments
Education
Columbia University in the City of New York 2003 — 2008
BA, Economics
Hummock Island January 2013 - Present
Exis Capital March 2009 - July 2009
Straus Asset Management January 2009 - April 2009
NASDAQ OMX June 2008 - September 2008
Bloomberg Tradebook June 2007 - September 2007
Skills
Trading, Emerging Markets, Hedge Funds, Investments, Venture Capital, Securities, Aquaculture, Bloomberg, Private Equity, Alternative Investments
Education
Columbia University in the City of New York 2003 — 2008
BA, Economics
Brian Engel Brian Engel's Exis Capital Experience June 2012 - August 2012
Job Private Equity Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Exis Capital June 2012 - August 2012
University of Pennsylvania January 2011 - May 2011
Sterling Infosystems, Inc. June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Valuation, Financial Modeling, Investment Banking, Capital IQ, Due Diligence, Economics, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Finance and Operations and Information Management
Tenafly High School 2006 — 2010
The Blackstone Group June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Exis Capital June 2012 - August 2012
University of Pennsylvania January 2011 - May 2011
Sterling Infosystems, Inc. June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Valuation, Financial Modeling, Investment Banking, Capital IQ, Due Diligence, Economics, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Finance and Operations and Information Management
Tenafly High School 2006 — 2010
Anthony DeFeo's Exis Capital Experience August 2010 - June 2013
Job Director at Sio Capital Management
Industry Investment Management
Experience
Sio Capital Management LLC May 2013 - Present
Exis Capital August 2010 - June 2013
JPMorgan Chase March 2007 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Management, Leadership, Trading, Equity Research, Financial Analysis, Finance, Capital Markets, Alternative Investments, Marketing, Financial Modeling, Investments, Securities, Access
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Business Economics, Concentration in Investment Management
New York University 2002 — 2006
BA
Sio Capital Management LLC May 2013 - Present
Exis Capital August 2010 - June 2013
JPMorgan Chase March 2007 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Management, Leadership, Trading, Equity Research, Financial Analysis, Finance, Capital Markets, Alternative Investments, Marketing, Financial Modeling, Investments, Securities, Access
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance and Business Economics, Concentration in Investment Management
New York University 2002 — 2006
BA
Michael Breitenbach, CFA, FRM's Exis Capital Experience 2007 - 2008
Job Chief Risk Officer and Director of Quantitative Research
Industry Investment Management
Experience
Larkin Point Investment Advisors LLC 2014 - Present
Blue Ocean Brokerage, LLC 2009 - 2014
Exis Capital 2007 - 2008
Cantor Fitzgerald 2007 - 2007
BGC Partners/Cantor Fitzgerald 2005 - 2007
BGC Partners/Cantor Fitzgerald 2004 - 2005
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics
Lehigh University 1999 — 2004
BA, Economics, International Relations
The Hotchkiss School 1995 — 1999
Classics Diploma
Larkin Point Investment Advisors LLC 2014 - Present
Blue Ocean Brokerage, LLC 2009 - 2014
Exis Capital 2007 - 2008
Cantor Fitzgerald 2007 - 2007
BGC Partners/Cantor Fitzgerald 2005 - 2007
BGC Partners/Cantor Fitzgerald 2004 - 2005
Education
Northwestern University 2012 — 2014
Master's Degree, Predictive Analytics
Lehigh University 1999 — 2004
BA, Economics, International Relations
The Hotchkiss School 1995 — 1999
Classics Diploma
Patrick Crafa Patrick Crafa's Exis Capital Experience January 2003 - May 2005
Job Controller at BBL Commodities L.P
Industry Financial Services
Experience
BBL Commodities L.P. August 2013 - Present
Chichester Capital Management, LP July 2009 - July 2013
Proxima Alfa Investments (USA) LLC (formerly VegaPlus Capital Partners (USA) LLC) May 2005 - June 2009
Exis Capital January 2003 - May 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Derivatives, Bloomberg, Equities, Valuation, Fixed Income, Capital Markets, Investments, Accounting, Fund Of Funds, Financial Markets, Options, Trading, Commodities, Operations Management, Operations, Investor Relations
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.)-Finance
BBL Commodities L.P. August 2013 - Present
Chichester Capital Management, LP July 2009 - July 2013
Proxima Alfa Investments (USA) LLC (formerly VegaPlus Capital Partners (USA) LLC) May 2005 - June 2009
Exis Capital January 2003 - May 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Derivatives, Bloomberg, Equities, Valuation, Fixed Income, Capital Markets, Investments, Accounting, Fund Of Funds, Financial Markets, Options, Trading, Commodities, Operations Management, Operations, Investor Relations
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.)-Finance
Steven M. Kahn Steven M. Kahn's Exis Capital Experience May 2007 - August 2007
Job Real Estate Acquisitions Standard Property Company
Industry Real Estate
Experience
Standard Property Company May 2015 - Present
JPMorgan Chase November 2012 - April 2015
JPMorgan July 2009 - October 2012
Exis Capital May 2007 - August 2007
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Valuation, Board of Directors, Financial Analysis, Asset Management, Credit, Investments, Capital Markets, Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Finance, Due Diligence
Education
Emory University 2005 — 2009
BBA, Finance, Real Estate
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Real Estate
NYU School of Professional Studies
Schack Institute of Real Estate, Real Estate Finance and Investments
Standard Property Company May 2015 - Present
JPMorgan Chase November 2012 - April 2015
JPMorgan July 2009 - October 2012
Exis Capital May 2007 - August 2007
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Valuation, Board of Directors, Financial Analysis, Asset Management, Credit, Investments, Capital Markets, Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Finance, Due Diligence
Education
Emory University 2005 — 2009
BBA, Finance, Real Estate
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance, Real Estate
NYU School of Professional Studies
Schack Institute of Real Estate, Real Estate Finance and Investments
alex wolff alex wolff's Exis Capital Experience June 2009 - December 2009
Job Vice President at Ramius Capital Group
Industry Investment Management
Experience
Ramius Capital Group July 2011 - Present
Brill Securities January 2010 - June 2011
Exis Capital June 2009 - December 2009
Banco Safra January 2008 - June 2009
Pzena Investment Management May 2006 - December 2007
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Alternative Investments, Valuation, Asset Management, Derivatives, Portfolio Management, Capital Markets, Financial Modeling, Investments, Trading, Value Investing, Bloomberg Terminal, Investment Management, Options, Equity Trading, Series 7, Equity Valuation, Series 63, Event Driven, DCF, Capital IQ, Investment Strategies, Securities, Equity Derivatives, Trading Systems, FINRA, Structured Products, Hedging, Mergers, Financial Analysis, Investment Advisory
Education
Montclair State University 2001 — 2005
Bachelor's degree, Economics
Ramius Capital Group July 2011 - Present
Brill Securities January 2010 - June 2011
Exis Capital June 2009 - December 2009
Banco Safra January 2008 - June 2009
Pzena Investment Management May 2006 - December 2007
Skills
Hedge Funds, Bloomberg, Equities, Equity Research, Alternative Investments, Valuation, Asset Management, Derivatives, Portfolio Management, Capital Markets, Financial Modeling, Investments, Trading, Value Investing, Bloomberg Terminal, Investment Management, Options, Equity Trading, Series 7, Equity Valuation, Series 63, Event Driven, DCF, Capital IQ, Investment Strategies, Securities, Equity Derivatives, Trading Systems, FINRA, Structured Products, Hedging, Mergers, Financial Analysis, Investment Advisory
Education
Montclair State University 2001 — 2005
Bachelor's degree, Economics
Andrew O'Donnell Andrew O'Donnell's Exis Capital Experience 2007 - 2010
Job Investor at Talisman Global Asset Management Limited
Industry Investment Management
Experience
Talisman Global Asset Management Limited 2014 - Present
MDR Capital 2011 - 2014
Exis Capital 2007 - 2010
Lehman Brothers 2001 - 2006
Skills
Bloomberg, Hedge Funds, Investment Banking, Long/Short Equity, Buy-side, Alpha Generation, Fundamental Analysis, Equity Research, Idea Generation, Stock Picking, Primary Research, Portfolio Management, Financial Analysis, Financial Modeling, Financial Research, Equity Valuation, Equities, Stocks, Investment Management, Alternative Investments, Investments, Pitching Ideas, Valuation, Asset Management, Analysis, Capital Markets, Catalyst, Competitive Analysis, Comparable Analysis, Comps, DCF, DCF Valuation, Derivatives, Due Diligence, Economics, Finance, Fixed Income, Industry Analysis, LBO, M&A experience, Macro, Market Analysis, Market Neutral, Networking, IRR, Private Equity, Relative Value, SOTP, Equity Trading
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (BBA)
Belmont Hill School
Canterbury School
Talisman Global Asset Management Limited 2014 - Present
MDR Capital 2011 - 2014
Exis Capital 2007 - 2010
Lehman Brothers 2001 - 2006
Skills
Bloomberg, Hedge Funds, Investment Banking, Long/Short Equity, Buy-side, Alpha Generation, Fundamental Analysis, Equity Research, Idea Generation, Stock Picking, Primary Research, Portfolio Management, Financial Analysis, Financial Modeling, Financial Research, Equity Valuation, Equities, Stocks, Investment Management, Alternative Investments, Investments, Pitching Ideas, Valuation, Asset Management, Analysis, Capital Markets, Catalyst, Competitive Analysis, Comparable Analysis, Comps, DCF, DCF Valuation, Derivatives, Due Diligence, Economics, Finance, Fixed Income, Industry Analysis, LBO, M&A experience, Macro, Market Analysis, Market Neutral, Networking, IRR, Private Equity, Relative Value, SOTP, Equity Trading
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (BBA)
Belmont Hill School
Canterbury School
Myrna Moss's Exis Capital Experience 2007 - 2009
Job Internal Communications Writer and Strategist at BlackRock
Industry Financial Services
Experience
BlackRock 2010 - Present
Goldman Sachs 2009 - 2010
Exis Capital 2007 - 2009
Fortress Investment Group 2004 - 2007
Touro College 2004 - 2007
Tarrant County College August 2003 - December 2003
Texas Christian University 2001 - 2003
First Command Financial Services January 2001 - August 2001
Skills
Project Management, Strategy, Writing, Editing, Leadership, Event Planning, Marketing Communications, Social Media, Newsletters, Public Speaking, Research, Event Management, Employee Engagement, University Teaching, HTML, Blogging
Education
Texas Christian University 2001 — 2003
Master's Degree, Communication Studies
Texas Christian University 1999 — 2001
Bachelor's Degree, Speech Communication and Rhetoric
BlackRock 2010 - Present
Goldman Sachs 2009 - 2010
Exis Capital 2007 - 2009
Fortress Investment Group 2004 - 2007
Touro College 2004 - 2007
Tarrant County College August 2003 - December 2003
Texas Christian University 2001 - 2003
First Command Financial Services January 2001 - August 2001
Skills
Project Management, Strategy, Writing, Editing, Leadership, Event Planning, Marketing Communications, Social Media, Newsletters, Public Speaking, Research, Event Management, Employee Engagement, University Teaching, HTML, Blogging
Education
Texas Christian University 2001 — 2003
Master's Degree, Communication Studies
Texas Christian University 1999 — 2001
Bachelor's Degree, Speech Communication and Rhetoric
Christopher Altschul CFA's Exis Capital Experience March 2003 - June 2004
Job President at N/S Corporation
Industry Machinery
Experience
N/S Corporation June 2012 - Present
Highlander Fund Management June 2004 - April 2009
Exis Capital March 2003 - June 2004
Mitchell Hutchins Asset Management 1994 - 2001
Chase Manhattan Private Bank 1989 - 1994
Skills
Capital Markets, Private Equity, Asset Management, Marketing, Hedge Funds, Investments, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Trading, Fixed Income, Derivatives, Equity Research, Financial Analysis, Commodity, Microsoft Excel, Investment Management, Asset Allocation, Mutual Funds, Securities, Finance, Corporate Finance, Executive Management, Quantitative Analytics, Investment Advisory, Restructuring, Investment Strategies, Business Valuation, Risk Management, Financial Advisory, Trading Systems, Technical Analysis, Wealth Management
Education
NYU Stern School of Business 1991 — 1994
Master of Business Administration (MBA)
Lehigh University 1985 — 1989
Bachelor's degree
N/S Corporation June 2012 - Present
Highlander Fund Management June 2004 - April 2009
Exis Capital March 2003 - June 2004
Mitchell Hutchins Asset Management 1994 - 2001
Chase Manhattan Private Bank 1989 - 1994
Skills
Capital Markets, Private Equity, Asset Management, Marketing, Hedge Funds, Investments, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Trading, Fixed Income, Derivatives, Equity Research, Financial Analysis, Commodity, Microsoft Excel, Investment Management, Asset Allocation, Mutual Funds, Securities, Finance, Corporate Finance, Executive Management, Quantitative Analytics, Investment Advisory, Restructuring, Investment Strategies, Business Valuation, Risk Management, Financial Advisory, Trading Systems, Technical Analysis, Wealth Management
Education
NYU Stern School of Business 1991 — 1994
Master of Business Administration (MBA)
Lehigh University 1985 — 1989
Bachelor's degree
Saxon Bartsch's Exis Capital Experience July 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Exis Capital July 2013 - August 2013
Meteor Ventures July 2013 - August 2013
Atlanta Hedge Fund Competition August 2012 - March 2013
Porsche Financial Services May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Bloomberg Terminal, Financial Analysis, Access, Data Analysis, Investments, Analysis, Statistics, Strategy
Education
Georgia Institute of Technology 2011 — 2014
Bachelor of Science (BS), Business Administration - Finance
Atlanta International School 2007 — 2011
International Baccalaureate
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Exis Capital July 2013 - August 2013
Meteor Ventures July 2013 - August 2013
Atlanta Hedge Fund Competition August 2012 - March 2013
Porsche Financial Services May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Bloomberg Terminal, Financial Analysis, Access, Data Analysis, Investments, Analysis, Statistics, Strategy
Education
Georgia Institute of Technology 2011 — 2014
Bachelor of Science (BS), Business Administration - Finance
Atlanta International School 2007 — 2011
International Baccalaureate
Theodore Love Theodore Love's Exis Capital Experience August 2007 - September 2007
Job Energy Efficiency Policy and Planning and Independent Operator
Industry Information Services
Experience
Green Energy Energy Economics Group, Inc December 2007 - Present
IP Asset Management LLC February 2008 - April 2010
Exis Capital August 2007 - September 2007
AllianceBernstein LP 2006 - 2007
Compex Integrated Systems 2005 - 2006
Skills
Energy Efficiency, Demand-side Management, Regulatory Analysis, Project Management, Research, Management, Program Management, Database Design, Program, Data Science, Python, HTML, CSS, Java, C, C++, VBA, Excel Models, Hedge Funds, ASP.NET, Crystal Reports, Salesforce.com
Education
General Assembly
Data Science
Clark University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science, Magna Cum Laude
Kansai Gaidai University 2005 — 2005
Green Energy Energy Economics Group, Inc December 2007 - Present
IP Asset Management LLC February 2008 - April 2010
Exis Capital August 2007 - September 2007
AllianceBernstein LP 2006 - 2007
Compex Integrated Systems 2005 - 2006
Skills
Energy Efficiency, Demand-side Management, Regulatory Analysis, Project Management, Research, Management, Program Management, Database Design, Program, Data Science, Python, HTML, CSS, Java, C, C++, VBA, Excel Models, Hedge Funds, ASP.NET, Crystal Reports, Salesforce.com
Education
General Assembly
Data Science
Clark University 2002 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science, Magna Cum Laude
Kansai Gaidai University 2005 — 2005
Michael Bernholz's Exis Capital Experience May 2011 - May 2011
Job Senior Investment Analyst at Prudential Mortgage Capital Company
Industry Real Estate
Experience
Prudential Mortgage Capital Company March 2013 - Present
Hudson Valley Appraisal Corporation June 2011 - March 2013
Exis Capital May 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Real Estate Valuation-..., Valuation, Investments, Wealth Management, Finance, Due Diligence, Financial Modeling, Financial Reporting, Appraisals, Corporate Finance, Commercial Real Estate, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor's Degree, Finance
Prudential Mortgage Capital Company March 2013 - Present
Hudson Valley Appraisal Corporation June 2011 - March 2013
Exis Capital May 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Real Estate Valuation-..., Valuation, Investments, Wealth Management, Finance, Due Diligence, Financial Modeling, Financial Reporting, Appraisals, Corporate Finance, Commercial Real Estate, Financial Analysis
Education
Bentley University 2008 — 2012
Bachelor's Degree, Finance
Tim Sela Tim Sela's Exis Capital Experience August 2008 - April 2009
Job Trader at Merus Capital Partners, LLC
Industry Investment Management
Experience
Merus Capital Partners, LLC February 2012 - Present
Quad Capital March 2009 - January 2011
Exis Capital August 2008 - April 2009
Livermore Trading Group June 2006 - August 2008
Oppenheimer & Co. May 2005 - January 2006
Skills
Series 7, Series 63, Series 55, Trading, Equities, Portfolio Management, Financial Markets, Finance, Bloomberg, Hedge Funds, Equity Trading, Options, Alternative Investments, Asset Management
Education
Susquehanna University 2003 — 2007
Bachelor of Science, Business Administration, Finance
St Anthony's High School 1999 — 2003
Merus Capital Partners, LLC February 2012 - Present
Quad Capital March 2009 - January 2011
Exis Capital August 2008 - April 2009
Livermore Trading Group June 2006 - August 2008
Oppenheimer & Co. May 2005 - January 2006
Skills
Series 7, Series 63, Series 55, Trading, Equities, Portfolio Management, Financial Markets, Finance, Bloomberg, Hedge Funds, Equity Trading, Options, Alternative Investments, Asset Management
Education
Susquehanna University 2003 — 2007
Bachelor of Science, Business Administration, Finance
St Anthony's High School 1999 — 2003
James Moorman, CFA's Exis Capital Experience May 2006 - October 2006
Job Senior Research Analyst at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2014 - Present
S & P Capital IQ June 2007 - 2014
Exis Capital May 2006 - October 2006
Prudential Equity Group March 2000 - October 2005
Deutsche Bank 1998 - 2000
Deloitte & Touche April 1996 - March 1998
Education
University of Florida - Warrington College of Business Administration 1993 — 1995
MBA
NVOT
NVOT
University of Delaware - Lerner College of Business and Economics
D.A. Davidson Companies June 2014 - Present
S & P Capital IQ June 2007 - 2014
Exis Capital May 2006 - October 2006
Prudential Equity Group March 2000 - October 2005
Deutsche Bank 1998 - 2000
Deloitte & Touche April 1996 - March 1998
Education
University of Florida - Warrington College of Business Administration 1993 — 1995
MBA
NVOT
NVOT
University of Delaware - Lerner College of Business and Economics
Chris Wolff's Exis Capital Experience January 2003 - January 2006
Job Portfolio Manager at MUUS Asset Management Co LLC
Industry Financial Services
Experience
MUUS Asset Management Co LLC May 2013 - Present
MDR Capital Management January 2009 - February 2013
Galleon Group January 2007 - January 2009
Exis Capital January 2003 - January 2006
Bloomberg Tradebook L.L.C January 2001 - January 2003
Skills
Equities, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Trading, Options, Securities, Finance, Investments, Financial Services, Alternative Investments
Education
Princeton University 1997 — 2001
Bachelor of Arts, Politics
The Hotchkiss School 1993 — 1997
MUUS Asset Management Co LLC May 2013 - Present
MDR Capital Management January 2009 - February 2013
Galleon Group January 2007 - January 2009
Exis Capital January 2003 - January 2006
Bloomberg Tradebook L.L.C January 2001 - January 2003
Skills
Equities, Financial Modeling, Financial Analysis, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Trading, Options, Securities, Finance, Investments, Financial Services, Alternative Investments
Education
Princeton University 1997 — 2001
Bachelor of Arts, Politics
The Hotchkiss School 1993 — 1997
Stephen Granoff's Exis Capital Experience May 1999 - October 2006
Job Head of Research at Sender Company & Partners
Industry Investment Management
Experience
Sender Company & Partners July 2015 - Present
George Weiss Associates January 2008 - April 2015
Galleon Group February 2007 - January 2008
Exis Capital May 1999 - October 2006
Skills
Hedge Funds, Investments, Product Analysis, Long/Short Equity, Equities, Portfolio Construction..., Idea Generation, SPACs, Valuation, Financial Modeling, Security Selection, Portfolio Management, Capital Markets, Bloomberg, Alternative Investments, Equity Research, Asset Management, relationship building
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Management Information Systems, GPA 3.8
The George Washington University - School of Business & Public Management
Bachelor of Business Administration (B.B.A.), Finance
Sender Company & Partners July 2015 - Present
George Weiss Associates January 2008 - April 2015
Galleon Group February 2007 - January 2008
Exis Capital May 1999 - October 2006
Skills
Hedge Funds, Investments, Product Analysis, Long/Short Equity, Equities, Portfolio Construction..., Idea Generation, SPACs, Valuation, Financial Modeling, Security Selection, Portfolio Management, Capital Markets, Bloomberg, Alternative Investments, Equity Research, Asset Management, relationship building
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Management Information Systems, GPA 3.8
The George Washington University - School of Business & Public Management
Bachelor of Business Administration (B.B.A.), Finance
Don Bilson's Exis Capital Experience 2002 - 2003
Job Special Situations Analyst/Commentator
Industry Financial Services
Experience
Gordon Haskett September 2013 - Present
dealReporter June 2011 - September 2013
Rock View Capital July 2007 - April 2009
Tribeca Global Management 2005 - 2006
Exis Capital 2002 - 2003
J Goldman & Company 1999 - 2002
Inside Washington Publishers 1993 - 1998
Skills
Equities, Investments, Trading, Fixed Income, Hedge Funds
Education
University of California, Los Angeles 1987 — 1991
BA, Political Science
Santa Monica HS
Gordon Haskett September 2013 - Present
dealReporter June 2011 - September 2013
Rock View Capital July 2007 - April 2009
Tribeca Global Management 2005 - 2006
Exis Capital 2002 - 2003
J Goldman & Company 1999 - 2002
Inside Washington Publishers 1993 - 1998
Skills
Equities, Investments, Trading, Fixed Income, Hedge Funds
Education
University of California, Los Angeles 1987 — 1991
BA, Political Science
Santa Monica HS
Romulad Beneche,CPA's Exis Capital Experience March 2004 - August 2004
Job Business Development Professional at Gemini Hedge
Industry Financial Services
Experience
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
David Schivell's Exis Capital Experience 2002 - 2004
Job Credit Analyst Energy
Industry Investment Management
Experience
WestSpring Advisors 2010 - Present
Morningstar 2012 - 2014
K Squared Capital Advisors 2004 - 2008
Exis Capital 2002 - 2004
Exis Capital Management 2002 - 2004
Skills
Options, Equities, Trading, Portfolio Management, Bonds, High Yield, Bloomberg
Education
Harvard University 1991 — 1995
AB, Engineering Sciences Mechanical & Material
WestSpring Advisors 2010 - Present
Morningstar 2012 - 2014
K Squared Capital Advisors 2004 - 2008
Exis Capital 2002 - 2004
Exis Capital Management 2002 - 2004
Skills
Options, Equities, Trading, Portfolio Management, Bonds, High Yield, Bloomberg
Education
Harvard University 1991 — 1995
AB, Engineering Sciences Mechanical & Material
Greg Blotnick, CFA's Exis Capital Experience 2011 - 2012
Job Analyst at North Elm Capital LP
Industry Investment Management
Experience
Columbia Business School 2012 - 2014
Exis Capital 2011 - 2012
Doubloon Capital LLC 2009 - 2011
The Blackstone Group 2008 - 2008
Skills
Financial Modeling, Hedge Funds, Equities, Financial Analysis, Capital Markets, Alternative Investments, Investments, Fixed Income, Portfolio Management, Access, Futures Trading, Asset Management, Emerging Markets, Derivatives, Mergers & Acquisitions, Finance, Due Diligence
Education
Columbia Business School 2012 — 2014
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
Buckingham Browne and Nichols
Columbia Business School 2012 - 2014
Exis Capital 2011 - 2012
Doubloon Capital LLC 2009 - 2011
The Blackstone Group 2008 - 2008
Skills
Financial Modeling, Hedge Funds, Equities, Financial Analysis, Capital Markets, Alternative Investments, Investments, Fixed Income, Portfolio Management, Access, Futures Trading, Asset Management, Emerging Markets, Derivatives, Mergers & Acquisitions, Finance, Due Diligence
Education
Columbia Business School 2012 — 2014
Lehigh University - College of Business and Economics 2005 — 2009
BS, Finance
Buckingham Browne and Nichols
Jeff Ervine's Exis Capital Experience 2002 - 2006
Job Founder & CEO Bridgit
Industry E-Learning
Experience
Bridg-it June 2013 - Present
SES Partners 2006 - 2011
Exis Capital 2002 - 2006
Carlin Financial Group 2000 - 2002
Asset Alliance Corporation 1998 - 2000
Bear Stearns Investment Bank 1997 - 1998
Deloitte 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA in Finance, Finance, General
Penn State University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Bridg-it June 2013 - Present
SES Partners 2006 - 2011
Exis Capital 2002 - 2006
Carlin Financial Group 2000 - 2002
Asset Alliance Corporation 1998 - 2000
Bear Stearns Investment Bank 1997 - 1998
Deloitte 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA in Finance, Finance, General
Penn State University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Andy Heller's Exis Capital Experience August 2005 - August 2012
Job The Heller Group LLC
Industry Investment Management
Experience
Heller Group LLC September 2011 - Present
Exis Capital August 2005 - August 2012
Skills
Hedge Funds, Equities, Asset Managment, Investments, Portfolio Management, Alternative Investments, Trading, Bloomberg, Capital Markets, Series 7, Fixed Income, Derivatives, Trading Systems, Options, Electronic Trading, Valuation, Equity Trading, Equity Research
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
BS, Finance
Heller Group LLC September 2011 - Present
Exis Capital August 2005 - August 2012
Skills
Hedge Funds, Equities, Asset Managment, Investments, Portfolio Management, Alternative Investments, Trading, Bloomberg, Capital Markets, Series 7, Fixed Income, Derivatives, Trading Systems, Options, Electronic Trading, Valuation, Equity Trading, Equity Research
Education
Tulane University - A.B. Freeman School of Business 1992 — 1994
BS, Finance
Michelle Simmons's Exis Capital Experience August 2009 - August 2010
Job Founder/Portfolio Manager at Runway Capital
Industry Investment Management
Experience
Runway Capital 2011 - Present
Exis Capital August 2009 - August 2010
Cougar Trading October 2003 - August 2009
Goldman Sach Asset Managment June 2002 - August 2002
Gap Inc (Banana Republic) May 1997 - March 1999
Nordstrom 1993 - 1996
Sun Diego, Blue Hawaii, Gadzooks, H-Street 1989 - 1993
Skills
Portfolio Management, Equities, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investments, Trading, Private Equity, Bloomberg, Series 7, Asset Managment, Retail Strategy &...
Education
University of Chicago 2001 — 2003
MBA
UC Berkeley Haas School of Business
BS
Runway Capital 2011 - Present
Exis Capital August 2009 - August 2010
Cougar Trading October 2003 - August 2009
Goldman Sach Asset Managment June 2002 - August 2002
Gap Inc (Banana Republic) May 1997 - March 1999
Nordstrom 1993 - 1996
Sun Diego, Blue Hawaii, Gadzooks, H-Street 1989 - 1993
Skills
Portfolio Management, Equities, Equity Research, Valuation, Hedge Funds, Financial Modeling, Investments, Trading, Private Equity, Bloomberg, Series 7, Asset Managment, Retail Strategy &...
Education
University of Chicago 2001 — 2003
MBA
UC Berkeley Haas School of Business
BS
Ian Fields's Exis Capital Experience January 1998 - August 2005
Job Portfolio Manager | Trader
Industry Investment Management
Experience
T3 Trading Group, LLC May 2014 - December 2014
Conventus Capital February 2013 - July 2013
Liquid Partners January 2011 - October 2012
Quad Capital January 2009 - November 2010
First New York Securities October 2005 - October 2008
Exis Capital January 1998 - August 2005
SAC Capital June 1996 - January 1998
Skills
Portfolio Management, Hedge Funds, Equity Trading, Equity Research, Securities, Options, Bloomberg, Proprietary Trading, Equities, Trading, Series 7, Equity Derivatives, Electronic Trading, Alternative Investments, Investments, Asset Managment, Trading Strategies, Volatility, Trading Systems, Capital Markets
Education
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
T3 Trading Group, LLC May 2014 - December 2014
Conventus Capital February 2013 - July 2013
Liquid Partners January 2011 - October 2012
Quad Capital January 2009 - November 2010
First New York Securities October 2005 - October 2008
Exis Capital January 1998 - August 2005
SAC Capital June 1996 - January 1998
Skills
Portfolio Management, Hedge Funds, Equity Trading, Equity Research, Securities, Options, Bloomberg, Proprietary Trading, Equities, Trading, Series 7, Equity Derivatives, Electronic Trading, Alternative Investments, Investments, Asset Managment, Trading Strategies, Volatility, Trading Systems, Capital Markets
Education
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General