F-Squared Investments
Industry: Company
DescriptionFounded: 2008 Parent organization: F-Squared Investment Management, LLC Subsidiary: F-Squared Capital, LLC
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F-Squared Investments Employees
Employee
Years
Job
Industry
Bob McDermott Bob McDermott's F-Squared Investments Experience January 2013 - Present
Job Global Distribution Executive
Industry Investment Management
Experience
F-Squared Investments January 2013 - Present
Orinda Asset Management April 2011 - January 2013
Putnam Investments June 1995 - April 2011
Putnam Investments 2006 - March 2011
Putnam Investments 2003 - 2006
Putnam Investments 1998 - 2003
Putnam Investments 1996 - 1998
Putnam Investments 1995 - 1996
Education
Providence College 1991 — 1995
BA, Political Science
F-Squared Investments January 2013 - Present
Orinda Asset Management April 2011 - January 2013
Putnam Investments June 1995 - April 2011
Putnam Investments 2006 - March 2011
Putnam Investments 2003 - 2006
Putnam Investments 1998 - 2003
Putnam Investments 1996 - 1998
Putnam Investments 1995 - 1996
Education
Providence College 1991 — 1995
BA, Political Science
Dan Phipps Dan Phipps's F-Squared Investments Experience February 2013 - August 2013
Job Investment Operations Professional
Industry Investment Management
Experience
Self-employed Investment Operations Consultant 2013 - Present
F-Squared Investments February 2013 - August 2013
Knott Asset Management (formerly Vedette Asset Management) July 2009 - February 2013
Sonar Capital Management April 2008 - February 2009
Morgan Stanley Investment Management June 2006 - May 2007
Oxhead Capital Management LLC June 2003 - May 2007
Putnam Investments January 1997 - December 2002
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, GIPS, Electronic Trading, Separately Managed..., Buy-side, Prime Brokerage, Foreign Exchange, Investment Operations, Global Operations, International Equities, Advent Axys, APX, Excel, SEC compliance, Compliance, Acquisition Integration, Advent, Client Service, Best Execution, Vendor Management, Counterparty Risk
Education
The University of Connecticut
B.A.
Marian High School
Self-employed Investment Operations Consultant 2013 - Present
F-Squared Investments February 2013 - August 2013
Knott Asset Management (formerly Vedette Asset Management) July 2009 - February 2013
Sonar Capital Management April 2008 - February 2009
Morgan Stanley Investment Management June 2006 - May 2007
Oxhead Capital Management LLC June 2003 - May 2007
Putnam Investments January 1997 - December 2002
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, GIPS, Electronic Trading, Separately Managed..., Buy-side, Prime Brokerage, Foreign Exchange, Investment Operations, Global Operations, International Equities, Advent Axys, APX, Excel, SEC compliance, Compliance, Acquisition Integration, Advent, Client Service, Best Execution, Vendor Management, Counterparty Risk
Education
The University of Connecticut
B.A.
Marian High School
Jon Eng Jon Eng's F-Squared Investments Experience June 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
F-Squared Investments June 2013 - Present
State Street September 2007 - June 2013
Capital One July 1999 - July 2004
Hewitt Associates July 1997 - May 1999
Skills
Financial Services, Fixed Income, Investments, Securities, Mutual Funds, Outsourcing, Portfolio Management, Advent, APX, Axys, Revenue Center, Bloomberg, Hedge Funds, Equities, Alternative Investments
Education
University of Maine School of Law
J.D., Law
University of Michigan
B.A., Economics
F-Squared Investments June 2013 - Present
State Street September 2007 - June 2013
Capital One July 1999 - July 2004
Hewitt Associates July 1997 - May 1999
Skills
Financial Services, Fixed Income, Investments, Securities, Mutual Funds, Outsourcing, Portfolio Management, Advent, APX, Axys, Revenue Center, Bloomberg, Hedge Funds, Equities, Alternative Investments
Education
University of Maine School of Law
J.D., Law
University of Michigan
B.A., Economics
Lisa Quinn's F-Squared Investments Experience September 2010 - August 2015
Job Marketing Channel Director
Industry Investment Management
Experience
F-Squared Investments September 2010 - August 2015
Putnam Investments 2000 - 2002
Putnam Investments 1997 - 2000
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Finance, Budgets, Asset Allocation, Marketing, Retirement Planning, Series 7, Wealth Management
Education
Boston College 1990 — 1994
BS, Finance
Ursuline Academy 1990 — 1994
Diploma
F-Squared Investments September 2010 - August 2015
Putnam Investments 2000 - 2002
Putnam Investments 1997 - 2000
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Finance, Budgets, Asset Allocation, Marketing, Retirement Planning, Series 7, Wealth Management
Education
Boston College 1990 — 1994
BS, Finance
Ursuline Academy 1990 — 1994
Diploma
Sonia Spirling, CFA's F-Squared Investments Experience September 2012 - May 2015
Job Alternative Investment Specialist at Natixis Global Asset Management (NGAM)
Industry Investment Management
Experience
Natixis Global Asset Management (NGAM) May 2015 - Present
F-Squared Investments September 2012 - May 2015
Standard and Poor's Capital IQ December 2010 - September 2012
Braver Wealth Management August 2008 - December 2010
The Leadership Factor, LLC December 2007 - August 2008
AXA Equitable May 2007 - December 2007
Skills
Bloomberg, Excel, C++, SPSS, Capital IQ, SQL, Fortran, Wealthlab, tradestation, Unix, Mutual Funds, ETF, Asset Managment, Asset Allocation, Tactical Asset..., Quantitative Finance, Retirement Planning, Wealth Management, Financial Modeling, Global Asset Management, Financial Services, ETFs, Asset Management, Financial Markets, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Strategic Financial..., Microsoft Excel
Education
Boston University 2011 — 2012
Program in Financial Planning
SUNY Brockport 2006 — 2008
MS, Computational Science
University of Rochester 2003 — 2005
BS, Neuroscience
Natixis Global Asset Management (NGAM) May 2015 - Present
F-Squared Investments September 2012 - May 2015
Standard and Poor's Capital IQ December 2010 - September 2012
Braver Wealth Management August 2008 - December 2010
The Leadership Factor, LLC December 2007 - August 2008
AXA Equitable May 2007 - December 2007
Skills
Bloomberg, Excel, C++, SPSS, Capital IQ, SQL, Fortran, Wealthlab, tradestation, Unix, Mutual Funds, ETF, Asset Managment, Asset Allocation, Tactical Asset..., Quantitative Finance, Retirement Planning, Wealth Management, Financial Modeling, Global Asset Management, Financial Services, ETFs, Asset Management, Financial Markets, Equities, Hedge Funds, Portfolio Management, Alternative Investments, Investments, Strategic Financial..., Microsoft Excel
Education
Boston University 2011 — 2012
Program in Financial Planning
SUNY Brockport 2006 — 2008
MS, Computational Science
University of Rochester 2003 — 2005
BS, Neuroscience
Alexa Collins Alexa Collins's F-Squared Investments Experience February 2015 - July 2015
Job Finance Administrator at Bain Capital
Industry Financial Services
Experience
Bain Capital July 2015 - Present
F-Squared Investments February 2015 - July 2015
F-Squared Investments June 2014 - February 2015
F-Squared Investments September 2013 - June 2014
Altus Marketing and Management June 2012 - August 2012
Town of Sherborn June 2011 - August 2011
Skills
PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Marketing
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Psychology with a concentration in Marketing/Management
Dover-Sherborn Regional High School 2005 — 2009
Bain Capital July 2015 - Present
F-Squared Investments February 2015 - July 2015
F-Squared Investments June 2014 - February 2015
F-Squared Investments September 2013 - June 2014
Altus Marketing and Management June 2012 - August 2012
Town of Sherborn June 2011 - August 2011
Skills
PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Marketing
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Psychology with a concentration in Marketing/Management
Dover-Sherborn Regional High School 2005 — 2009
Luiza Miranyan Luiza Miranyan's F-Squared Investments Experience June 2014 - Present
Job SVP at FSquared Investments
Industry Investment Banking
Experience
F-Squared Investments June 2014 - Present
Highbridge Capital Management June 2013 - June 2014
Bloomberg April 2010 - June 2013
Bloomberg February 2009 - April 2010
JPMorgan Chase September 2005 - February 2009
Skills
Bloomberg, Fixed Income, Quantitative Finance, Trading, Financial Engineering, Commodity, Investment Banking, Equities, Portfolio Management, Stochastic Calculus, Credit Derivatives, Equity Derivatives, Interest Rate..., R, Structured Products, Derivatives, Trading Systems, Portfolio Optimization, Risk Management, Emerging Markets, Quantitative Investing, Financial Risk
Education
University of California, Berkeley 1997 — 2005
B.A., PhD, Mathematics
Moscow State University ( MGU im. Lomonosova) 1995 — 1997
Department of Mechanics and Mathematics
School 57, Moscow 1993 — 1995
Everything
F-Squared Investments June 2014 - Present
Highbridge Capital Management June 2013 - June 2014
Bloomberg April 2010 - June 2013
Bloomberg February 2009 - April 2010
JPMorgan Chase September 2005 - February 2009
Skills
Bloomberg, Fixed Income, Quantitative Finance, Trading, Financial Engineering, Commodity, Investment Banking, Equities, Portfolio Management, Stochastic Calculus, Credit Derivatives, Equity Derivatives, Interest Rate..., R, Structured Products, Derivatives, Trading Systems, Portfolio Optimization, Risk Management, Emerging Markets, Quantitative Investing, Financial Risk
Education
University of California, Berkeley 1997 — 2005
B.A., PhD, Mathematics
Moscow State University ( MGU im. Lomonosova) 1995 — 1997
Department of Mechanics and Mathematics
School 57, Moscow 1993 — 1995
Everything
Ryan Gittleson Ryan Gittleson's F-Squared Investments Experience June 2013 - August 2013
Job Marketing Manager at TodayTix
Industry Marketing and Advertising
Experience
TodayTix November 2014 - Present
Time Out New York June 2014 - November 2014
Opt-Intelligence September 2013 - June 2014
F-Squared Investments June 2013 - August 2013
Breakthrough Collaborative June 2011 - August 2011
Skills
Sales, Business Development, Digital Marketing, MySQL, Advertising, Salesforce.com, Email Marketing, Negotiation, Mobile Marketing, Cold Calling, Customer Acquisition, Big Data, Data Analysis, Project Management, A/B Testing, Online Lead Generation, Traditional Media, Leadership, Client Relations, Product Marketing, Google Analytics, PPC
Education
University of Pennsylvania 2010 — 2013
Bachelor's Degree, Political Science and Government - Political Philosophy Concentration
The College of William and Mary 2009 — 2010
TodayTix November 2014 - Present
Time Out New York June 2014 - November 2014
Opt-Intelligence September 2013 - June 2014
F-Squared Investments June 2013 - August 2013
Breakthrough Collaborative June 2011 - August 2011
Skills
Sales, Business Development, Digital Marketing, MySQL, Advertising, Salesforce.com, Email Marketing, Negotiation, Mobile Marketing, Cold Calling, Customer Acquisition, Big Data, Data Analysis, Project Management, A/B Testing, Online Lead Generation, Traditional Media, Leadership, Client Relations, Product Marketing, Google Analytics, PPC
Education
University of Pennsylvania 2010 — 2013
Bachelor's Degree, Political Science and Government - Political Philosophy Concentration
The College of William and Mary 2009 — 2010
Kelly Coyne Kelly Coyne's F-Squared Investments Experience June 2013 - May 2014
Job Product Specialist at Pax Ellevate
Industry Financial Services
Experience
Pax Ellevate Management May 2014 - Present
F-Squared Investments June 2013 - May 2014
Eaton Vance January 2012 - June 2013
Skills
Social Media, Proposal Writing, Series 6, Series 63, Series 65, Financial Analysis
Education
Trinity College-Hartford
BA, Human Rights Studies; African Studies, Legal Studies
Agnes Irwin
Pax Ellevate Management May 2014 - Present
F-Squared Investments June 2013 - May 2014
Eaton Vance January 2012 - June 2013
Skills
Social Media, Proposal Writing, Series 6, Series 63, Series 65, Financial Analysis
Education
Trinity College-Hartford
BA, Human Rights Studies; African Studies, Legal Studies
Agnes Irwin
Amelia Cahillane's F-Squared Investments Experience September 2014 - March 2015
Job Business Analyst at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
F-Squared Investments September 2014 - March 2015
BuysideFX February 2013 - June 2014
Currensee February 2012 - February 2013
Hurd Publishing June 2010 - September 2010
Siddall & Siddall PC (Attorney at Law) May 2009 - September 2009
Skills
Banking, Trading, Portfolio Management, FX Options, Foreign Exchange, Investments, Options, Hedge Funds, FX trading, Currency, Financial Markets, Traders, Bloomberg, Derivatives, Requirements Analysis, Requirements Gathering, Web Design, Mockups, Trading Systems
Education
Massachusetts College of Liberal Arts 2007 — 2011
English/Communication, Corporate Communication, Public Relations, and Journalism
State Street August 2015 - Present
F-Squared Investments September 2014 - March 2015
BuysideFX February 2013 - June 2014
Currensee February 2012 - February 2013
Hurd Publishing June 2010 - September 2010
Siddall & Siddall PC (Attorney at Law) May 2009 - September 2009
Skills
Banking, Trading, Portfolio Management, FX Options, Foreign Exchange, Investments, Options, Hedge Funds, FX trading, Currency, Financial Markets, Traders, Bloomberg, Derivatives, Requirements Analysis, Requirements Gathering, Web Design, Mockups, Trading Systems
Education
Massachusetts College of Liberal Arts 2007 — 2011
English/Communication, Corporate Communication, Public Relations, and Journalism
Sarah-Jane Connor Sarah-Jane Connor's F-Squared Investments Experience January 2014 - August 2014
Job Senior Administrative Assistant
Industry Research
Experience
Planet Forward September 2014 - December 2014
F-Squared Investments January 2014 - August 2014
Bose Corporation October 2013 - January 2014
Staples September 2010 - September 2012
Sun Life Financial April 2006 - January 2009
SunLife Financial October 2003 - April 2006
United Healthcare 2003 - 2004
EMC 2000 - 2003
EMC 1998 - 2000
Skills
Program Management, Training, Management, Human Resources, Marketing, Customer Service, Project Planning, Microsoft Excel, Budgets, Marketing Communications, Employee Benefits, Process Improvement
Education
The Manchester Metropolitan University 1989 — 1992
Bachelors, Elementary Education and Teaching
Meole Brace High School
The Manchester Metropolitan University
Bachelors
Planet Forward September 2014 - December 2014
F-Squared Investments January 2014 - August 2014
Bose Corporation October 2013 - January 2014
Staples September 2010 - September 2012
Sun Life Financial April 2006 - January 2009
SunLife Financial October 2003 - April 2006
United Healthcare 2003 - 2004
EMC 2000 - 2003
EMC 1998 - 2000
Skills
Program Management, Training, Management, Human Resources, Marketing, Customer Service, Project Planning, Microsoft Excel, Budgets, Marketing Communications, Employee Benefits, Process Improvement
Education
The Manchester Metropolitan University 1989 — 1992
Bachelors, Elementary Education and Teaching
Meole Brace High School
The Manchester Metropolitan University
Bachelors
Rebecca Burke Rebecca Burke's F-Squared Investments Experience December 2013 - June 2015
Job Director ETF Sales at Lattice Strategies, LLC
Industry Financial Services
Experience
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
David Hanlon David Hanlon's F-Squared Investments Experience August 2013 - May 2015
Job Director at Deutsche Bank Asset & Wealth Management
Industry Investment Management
Experience
F-Squared Investments August 2013 - May 2015
PineBridge Investments July 2012 - August 2013
BNY Mellon Beta Management & Mellon Transition Management November 2004 - February 2012
Askari Risk Management 1998 - 2004
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Mutual Funds, Investment Management, Portfolio Management, Derivatives, Bloomberg, Investments, Series 7, Asset Allocation, Series 63
Education
Boston University Questrom School of Business 1994 — 1998
MBA, Finance
Middlebury College 1988 — 1992
Bachelor of Arts (BA), Economics
F-Squared Investments August 2013 - May 2015
PineBridge Investments July 2012 - August 2013
BNY Mellon Beta Management & Mellon Transition Management November 2004 - February 2012
Askari Risk Management 1998 - 2004
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Asset Managment, Capital Markets, Mutual Funds, Investment Management, Portfolio Management, Derivatives, Bloomberg, Investments, Series 7, Asset Allocation, Series 63
Education
Boston University Questrom School of Business 1994 — 1998
MBA, Finance
Middlebury College 1988 — 1992
Bachelor of Arts (BA), Economics
Alexandra Swirbalus MBA Alexandra Swirbalus MBA's F-Squared Investments Experience August 2011 - Present
Job Senior Financial Analyst at FSquared Investments
Industry Investment Management
Experience
F-Squared Investments August 2011 - Present
Skills
Hedge Funds, Alternative Investments, Bloomberg, Asset Managment, Equities, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Investment Management, Asset Allocation, Valuation, Investment Strategies, Corporate Finance, Finance, Financial Services
Education
Providence College 2010 — 2011
Master of Business Administration (MBA), Accounting
Providence College 2006 — 2010
BS, Accounting
F-Squared Investments August 2011 - Present
Skills
Hedge Funds, Alternative Investments, Bloomberg, Asset Managment, Equities, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Investment Management, Asset Allocation, Valuation, Investment Strategies, Corporate Finance, Finance, Financial Services
Education
Providence College 2010 — 2011
Master of Business Administration (MBA), Accounting
Providence College 2006 — 2010
BS, Accounting
Nicole (Lamoureux) Miller Nicole (Lamoureux) Miller's F-Squared Investments Experience April 2014 - July 2015
Job Director, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
F-Squared Investments April 2014 - July 2015
Commonwealth Financial Network September 2011 - April 2014
Commonwealth Financial Network February 2009 - October 2011
Commonwealth Financial Network September 2005 - February 2009
Commonwealth Financial Network September 2002 - September 2005
Commonwealth Financial Network September 2000 - September 2002
Skills
Marketing Strategy, Social Media, Writing, Marketing Communications, Product Marketing, Social Media Marketing, Client Communication, Building Relationships, Business Relationship..., External Relationships, Online Marketing, Website Copy, Copywriting, Content Creation, Content Strategy, Strategic Thinking, Strategic Planning, Strategic Communications, Public Speaking, Presenter, Newsletters, Financial Advisory, Asset Management, Investments, Relationship Management, Project Management, Integrated Marketing, Financial Services, Management, Marketing, Communication
Education
College of the Holy Cross
Suffolk University
Bachelor's degree
Fidelity Investments September 2015 - Present
F-Squared Investments April 2014 - July 2015
Commonwealth Financial Network September 2011 - April 2014
Commonwealth Financial Network February 2009 - October 2011
Commonwealth Financial Network September 2005 - February 2009
Commonwealth Financial Network September 2002 - September 2005
Commonwealth Financial Network September 2000 - September 2002
Skills
Marketing Strategy, Social Media, Writing, Marketing Communications, Product Marketing, Social Media Marketing, Client Communication, Building Relationships, Business Relationship..., External Relationships, Online Marketing, Website Copy, Copywriting, Content Creation, Content Strategy, Strategic Thinking, Strategic Planning, Strategic Communications, Public Speaking, Presenter, Newsletters, Financial Advisory, Asset Management, Investments, Relationship Management, Project Management, Integrated Marketing, Financial Services, Management, Marketing, Communication
Education
College of the Holy Cross
Suffolk University
Bachelor's degree
Steven Perlmutter Steven Perlmutter's F-Squared Investments Experience January 2014 - August 2015
Job Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
Tyson Pettitt Tyson Pettitt's F-Squared Investments Experience March 2013 - August 2015
Job Regional Director at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments March 2013 - August 2015
Capital Formation Group 2011 - 2013
Boston Partners Financial Group, LLC 2009 - 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration: Management
The Holderness School
Cardigan Mountain School
F-Squared Investments March 2013 - August 2015
Capital Formation Group 2011 - 2013
Boston Partners Financial Group, LLC 2009 - 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration: Management
The Holderness School
Cardigan Mountain School
Thomas Hagstrom, CFA's F-Squared Investments Experience July 2011 - Present
Job SVPInvestments at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
F-Squared Investments July 2011 - Present
State Street February 2008 - October 2010
RBS Greenwich Capital January 2005 - February 2008
State Street Research June 2001 - January 2005
Lehman Brothers June 1998 - June 2001
Credit Suisse June 1994 - June 1998
First Chicago Bank & Trust June 1991 - June 1994
United States Army May 1984 - October 1989
Skills
Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Derivatives, Trading, Emerging Markets, Alternative Investments, Series 7, Investment Strategies, Investments, Asset Allocation, Investment Management, Asset Management, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Bonds, Series 63, ETFs, Valuation
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
United States Military Academy at West Point 1980 — 1984
BS, Economics, Math
Andrew Barbieri's F-Squared Investments Experience November 2013 - September 2015
Job Manager Corporate Accounting at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments September 2015 - Present
F-Squared Investments November 2013 - September 2015
KPMG US June 2011 - October 2013
KPMG US October 2009 - June 2011
Skills
US GAAP, Internal Controls, Accounting, Auditing, External Audit, Sarbanes-Oxley Act, Financial Statements, Financial Audits, Financial Reporting, Financial Accounting, Finance, Financial Analysis, Team Leadership, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science (MS), Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting
Fidelity Investments September 2015 - Present
F-Squared Investments November 2013 - September 2015
KPMG US June 2011 - October 2013
KPMG US October 2009 - June 2011
Skills
US GAAP, Internal Controls, Accounting, Auditing, External Audit, Sarbanes-Oxley Act, Financial Statements, Financial Audits, Financial Reporting, Financial Accounting, Finance, Financial Analysis, Team Leadership, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science (MS), Accounting
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting
Joseph Finn Joseph Finn's F-Squared Investments Experience 2012 - December 2014
Job RIA and Retirement Wholesaler Seeking New Sales Opportunity
Industry Financial Services
Experience
Kraematon Investment Advisors November 2014 - Present
F-Squared Investments 2012 - December 2014
LPL Financial June 2010 - 2012
Charles Schwab 2008 - 2010
Fidelity Investments Institutional Brokerage 2001 - 2008
Fidelity Investments 1999 - 2001
Fidelity Investments 1995 - 2001
Skills
Retirement, Series 7, Strategic Planning, Mutual Funds, Series 63, Wealth Management, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Retirement Planning, 401k, Investments, Asset Managment, Financial Services, Business Development, Relationship Management, Investment Strategies, Financial Advisory, ETFs, Separately Managed..., Investment Management, Asset Management, Portfolio Management, Equities, Financial Planning, Management, Sales
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Marketing
Fitchburg State University
Bachelor of Science (B.S.) Management, Business Management/Economics
Kraematon Investment Advisors November 2014 - Present
F-Squared Investments 2012 - December 2014
LPL Financial June 2010 - 2012
Charles Schwab 2008 - 2010
Fidelity Investments Institutional Brokerage 2001 - 2008
Fidelity Investments 1999 - 2001
Fidelity Investments 1995 - 2001
Skills
Retirement, Series 7, Strategic Planning, Mutual Funds, Series 63, Wealth Management, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Retirement Planning, 401k, Investments, Asset Managment, Financial Services, Business Development, Relationship Management, Investment Strategies, Financial Advisory, ETFs, Separately Managed..., Investment Management, Asset Management, Portfolio Management, Equities, Financial Planning, Management, Sales
Education
Suffolk University - Sawyer School of Management 1991 — 1995
MBA, Marketing
Fitchburg State University
Bachelor of Science (B.S.) Management, Business Management/Economics
Eugene Pinsky Eugene Pinsky's F-Squared Investments Experience January 2014 - Present
Job VP Research at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments January 2014 - Present
LongShortWay Inc December 2012 - January 2014
PAM LLC November 2010 - November 2012
Trading Cross Connects LLC July 2009 - June 2010
Harvard Management Company September 2008 - July 2009
Letra Group September 2002 - August 2008
Bright Trading September 2000 - August 2002
Eugene Pinsky Consulting September 1994 - August 2000
Lab for Information and Decision Sciences, MIT September 1993 - August 1994
Department of Computer Science, Boston University September 1986 - August 1993
Skills
Trading System, Financial Modeling, High Frequency Trading, Trading Strategies, Matlab, Hedge Funds, R, Asset Managment, SQL, Market Risk, Electronic Trading, Stochastic Calculus, Quantitative Analytics, Options, High Performance..., Market Data, Financial Engineering, Market Making, Credit Derivatives, FX trading, Proprietary Trading, Equity Derivatives, Series 7, Interest Rate..., Risk Management, Quantitative Finance, Program Trading, Trading Systems, Trading, Statistical Arbitrage, FX Options, Equities, Electronic Trading..., Derivatives, Bloomberg, KDB, Portfolio Management, Investments, Market Microstructure, Low Latency, Quantitative Investing, Prime Brokerage, Financial Markets, VBA, Fixed Income, ETFs, Java, Mutual Funds, Equity Trading, Capital Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1982 — 1986
Ph.D., Computer Science
Harvard University 1979 — 1982
BA, Magna Cum Laude in Mathematics
238, St. Petersburg, Russia 1967 — 1977
High School
F-Squared Investments January 2014 - Present
LongShortWay Inc December 2012 - January 2014
PAM LLC November 2010 - November 2012
Trading Cross Connects LLC July 2009 - June 2010
Harvard Management Company September 2008 - July 2009
Letra Group September 2002 - August 2008
Bright Trading September 2000 - August 2002
Eugene Pinsky Consulting September 1994 - August 2000
Lab for Information and Decision Sciences, MIT September 1993 - August 1994
Department of Computer Science, Boston University September 1986 - August 1993
Skills
Trading System, Financial Modeling, High Frequency Trading, Trading Strategies, Matlab, Hedge Funds, R, Asset Managment, SQL, Market Risk, Electronic Trading, Stochastic Calculus, Quantitative Analytics, Options, High Performance..., Market Data, Financial Engineering, Market Making, Credit Derivatives, FX trading, Proprietary Trading, Equity Derivatives, Series 7, Interest Rate..., Risk Management, Quantitative Finance, Program Trading, Trading Systems, Trading, Statistical Arbitrage, FX Options, Equities, Electronic Trading..., Derivatives, Bloomberg, KDB, Portfolio Management, Investments, Market Microstructure, Low Latency, Quantitative Investing, Prime Brokerage, Financial Markets, VBA, Fixed Income, ETFs, Java, Mutual Funds, Equity Trading, Capital Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1982 — 1986
Ph.D., Computer Science
Harvard University 1979 — 1982
BA, Magna Cum Laude in Mathematics
238, St. Petersburg, Russia 1967 — 1977
High School
Steve Fiedler's F-Squared Investments Experience June 2014 - March 2015
Job Strategic Product Management at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2015 - Present
F-Squared Investments June 2014 - March 2015
State Street Global Advisors August 2010 - June 2014
Putnam Investments August 2007 - August 2010
Putnam Investments January 2003 - August 2007
Putnam Investments April 1999 - January 2003
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1989 — 1993
B.A, Economics, French
Columbia Threadneedle Investments, US August 2015 - Present
F-Squared Investments June 2014 - March 2015
State Street Global Advisors August 2010 - June 2014
Putnam Investments August 2007 - August 2010
Putnam Investments January 2003 - August 2007
Putnam Investments April 1999 - January 2003
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1989 — 1993
B.A, Economics, French
Carey Hoch's F-Squared Investments Experience July 2013 - July 2015
Job Senior Marketing Executive
Industry Financial Services
Experience
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
Bill McNamara Bill McNamara's F-Squared Investments Experience February 2011 - September 2015
Job Investment Marketing Consultant
Industry Investment Management
Experience
investment management and financial services firms September 2015 - Present
F-Squared Investments February 2011 - September 2015
McNamara Consulting March 2009 - December 2010
Fidelity Investments August 2005 - December 2008
Fidelity Investments June 2002 - August 2005
Fidelity Investments August 1999 - May 2002
Fidelity Investments May 1997 - August 1999
Fidelity Investments August 1995 - April 1997
Fidelity Investments November 1992 - July 1995
Manufacturers Hanover 1984 - 1988
Skills
Mutual Funds, Alternative Investments, Investments, Asset Managment, Series 7, Equities, Wealth Management, Asset Allocation, Hedge Funds, Portfolio Management, Investment Management, Investment Strategies, Financial Services, Strategy, Finance, Fixed Income, Series 63, Securities, Start-ups, Financial Modeling, Financial Planning, Risk Management, Asset Management, ETFs, Capital Markets, Financial Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Finance & Strategy
Williams College 1980 — 1984
BA, Economics
investment management and financial services firms September 2015 - Present
F-Squared Investments February 2011 - September 2015
McNamara Consulting March 2009 - December 2010
Fidelity Investments August 2005 - December 2008
Fidelity Investments June 2002 - August 2005
Fidelity Investments August 1999 - May 2002
Fidelity Investments May 1997 - August 1999
Fidelity Investments August 1995 - April 1997
Fidelity Investments November 1992 - July 1995
Manufacturers Hanover 1984 - 1988
Skills
Mutual Funds, Alternative Investments, Investments, Asset Managment, Series 7, Equities, Wealth Management, Asset Allocation, Hedge Funds, Portfolio Management, Investment Management, Investment Strategies, Financial Services, Strategy, Finance, Fixed Income, Series 63, Securities, Start-ups, Financial Modeling, Financial Planning, Risk Management, Asset Management, ETFs, Capital Markets, Financial Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA, Finance & Strategy
Williams College 1980 — 1984
BA, Economics
Satvik Mahajan's F-Squared Investments Experience January 2014 - July 2014
Job Franchise Development Coop at MasterCard Worldwide
Industry Financial Services
Experience
Eagle Sight February 2015 - Present
Northeastern University September 2013 - Present
MasterCard January 2015 - June 2015
New Haven Public Schools July 2014 - August 2014
F-Squared Investments January 2014 - July 2014
Sony June 2013 - July 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Bloomberg, Valuation, Economics, Data Analysis, Research, Corporate Finance, Analysis, Financial Reporting, Finance, Investments, Customer Service, Teamwork, Financial Accounting, Auditing, Time Management, Public Speaking, Social Networking, Event Planning
Education
Northeastern University 2012 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Trumbull High School 2008 — 2012
Yale University 2011 — 2011
Summer classes, Economics
Eagle Sight February 2015 - Present
Northeastern University September 2013 - Present
MasterCard January 2015 - June 2015
New Haven Public Schools July 2014 - August 2014
F-Squared Investments January 2014 - July 2014
Sony June 2013 - July 2013
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Bloomberg, Valuation, Economics, Data Analysis, Research, Corporate Finance, Analysis, Financial Reporting, Finance, Investments, Customer Service, Teamwork, Financial Accounting, Auditing, Time Management, Public Speaking, Social Networking, Event Planning
Education
Northeastern University 2012 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Trumbull High School 2008 — 2012
Yale University 2011 — 2011
Summer classes, Economics
Pierre Doriscat Jr.'s F-Squared Investments Experience June 2014 - July 2015
Job Trade Operations at Geode Capital Management
Industry Financial Services
Experience
Geode Capital Management July 2015 - Present
F-Squared Investments June 2014 - July 2015
State Street September 2012 - June 2014
Jacob Burns Community Law Clinics October 2010 - June 2012
Massachusetts Turnpike Authority May 2009 - August 2009
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Research, Microsoft Office, Social Media, Microsoft Excel, Bloomberg Terminal, QuickBooks, Data Analysis, Investments, Portfolio Management, PowerPoint, Project Management, Managerial Finance, Banking, Social Media Marketing, Marketing Strategy
Education
The George Washington University - School of Business 2008 — 2012
BBA, Finance
Boston Latin Academy 2002 — 2008
Geode Capital Management July 2015 - Present
F-Squared Investments June 2014 - July 2015
State Street September 2012 - June 2014
Jacob Burns Community Law Clinics October 2010 - June 2012
Massachusetts Turnpike Authority May 2009 - August 2009
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Research, Microsoft Office, Social Media, Microsoft Excel, Bloomberg Terminal, QuickBooks, Data Analysis, Investments, Portfolio Management, PowerPoint, Project Management, Managerial Finance, Banking, Social Media Marketing, Marketing Strategy
Education
The George Washington University - School of Business 2008 — 2012
BBA, Finance
Boston Latin Academy 2002 — 2008
Steve Deroian's F-Squared Investments Experience June 2013 - July 2015
Job Senior Vice President North American Product Specialist Risk Based Investment Solutions at Rothschild Asset Management
Industry Financial Services
Experience
Rothschild Asset Management September 2015 - Present
F-Squared Investments June 2013 - July 2015
Fidelity Investments November 2007 - June 2013
Fidelity Investments March 2006 - October 2007
Fidelity Investments August 2003 - February 2006
Skills
ETFs, Relationship Management, Product Development, Investment Strategies, Product Management, Wholesale, Series 7, Mutual Funds, Brokerage, Equity Trading, Investment Advisory, Equities, Investment Management, Index Funds, Series 63, Series 4, Series 8, Alternative Investments, FINRA, Strategic Planning, Marketing Strategy
Education
Boston College 1991 — 1995
BA, History
Haverhill High School 1987 — 1991
High School
Rothschild Asset Management September 2015 - Present
F-Squared Investments June 2013 - July 2015
Fidelity Investments November 2007 - June 2013
Fidelity Investments March 2006 - October 2007
Fidelity Investments August 2003 - February 2006
Skills
ETFs, Relationship Management, Product Development, Investment Strategies, Product Management, Wholesale, Series 7, Mutual Funds, Brokerage, Equity Trading, Investment Advisory, Equities, Investment Management, Index Funds, Series 63, Series 4, Series 8, Alternative Investments, FINRA, Strategic Planning, Marketing Strategy
Education
Boston College 1991 — 1995
BA, History
Haverhill High School 1987 — 1991
High School
Will Creedon's F-Squared Investments Experience February 2013 - Present
Job FSquared Investments
Industry Financial Services
Experience
F-Squared Investments February 2013 - Present
Oceanwood Capital Management 2009 - February 2013
Tetrem Capital Management 2009 - 2013
Skills
Equities, Investments, Risk Management, Asset Management, Financial Modeling, Mutual Funds, Hedge Funds, Capital Markets, Alternative Investments, Equity Research, Bloomberg, Investment Management, Asset Allocation, Fixed Income, Series 7
Education
Boston College - Carroll School of Management 1999 — 2003
B.S., Finance
F-Squared Investments February 2013 - Present
Oceanwood Capital Management 2009 - February 2013
Tetrem Capital Management 2009 - 2013
Skills
Equities, Investments, Risk Management, Asset Management, Financial Modeling, Mutual Funds, Hedge Funds, Capital Markets, Alternative Investments, Equity Research, Bloomberg, Investment Management, Asset Allocation, Fixed Income, Series 7
Education
Boston College - Carroll School of Management 1999 — 2003
B.S., Finance
Melanie Karlberg CFP ®'s F-Squared Investments Experience February 2011 - Present
Job SVP Advisor Solutions at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments February 2011 - Present
Nautical Retirement Plan Solutions May 2010 - February 2011
Fidelity Investments August 2006 - May 2008
Fidelity Investments June 1998 - July 2006
Skills
Retirement Planning, Personal Financial...
Education
Bryant University 1994 — 1997
Bachelor of Science, Marketing/Business
F-Squared Investments February 2011 - Present
Nautical Retirement Plan Solutions May 2010 - February 2011
Fidelity Investments August 2006 - May 2008
Fidelity Investments June 1998 - July 2006
Skills
Retirement Planning, Personal Financial...
Education
Bryant University 1994 — 1997
Bachelor of Science, Marketing/Business
Jason E. Lang Jason E. Lang's F-Squared Investments Experience December 2013 - July 2015
Job Enterprise Growth Acct Manager Software and Cloud Solutions
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
F-Squared Investments December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) December 2012 - December 2013
RS Funds / Guardian Life Insurance 2010 - 2012
Sovereign Bank December 2009 - July 2010
Sun Life Financial 2008 - 2009
Sun Life Financial 2008 - 2009
Sun Life Financial 2006 - 2008
Sun Life Financial 2001 - 2006
Riposo Asset Management 1999 - 2000
Skills
Series 7, Series 63, FINRA, Insurance, Cold Calling, Mutual Funds, Investments, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Securities, Asset Allocation, Estate Planning, Series 6, fi360, Zephyr, Morningstar Direct, Fusion, Series 26, Selling, Separately Managed..., Series 65, 401k, ETFs, Wealth Management, Life Insurance, Financial Services, Investment Advisory, Financial Advisory, IRAs, Alternative Investments, Asset Management, Investment Strategies, Finance, Relationship Management, Retirement Plan..., Financial Planning, Sales
Education
University of Massachusetts, Amherst 1993 — 1997
B. S., Exercise Science
University of New Hampshire 1992 — 1993
Falmouth High School 1988 — 1992
High School Diploma, College Prep Studies
Oracle July 2015 - Present
F-Squared Investments December 2013 - July 2015
John Hancock Life Insurance Company (U.S.A.) December 2012 - December 2013
RS Funds / Guardian Life Insurance 2010 - 2012
Sovereign Bank December 2009 - July 2010
Sun Life Financial 2008 - 2009
Sun Life Financial 2008 - 2009
Sun Life Financial 2006 - 2008
Sun Life Financial 2001 - 2006
Riposo Asset Management 1999 - 2000
Skills
Series 7, Series 63, FINRA, Insurance, Cold Calling, Mutual Funds, Investments, Retirement Planning, Retirement, Fixed Annuities, Strategic Financial..., Securities, Asset Allocation, Estate Planning, Series 6, fi360, Zephyr, Morningstar Direct, Fusion, Series 26, Selling, Separately Managed..., Series 65, 401k, ETFs, Wealth Management, Life Insurance, Financial Services, Investment Advisory, Financial Advisory, IRAs, Alternative Investments, Asset Management, Investment Strategies, Finance, Relationship Management, Retirement Plan..., Financial Planning, Sales
Education
University of Massachusetts, Amherst 1993 — 1997
B. S., Exercise Science
University of New Hampshire 1992 — 1993
Falmouth High School 1988 — 1992
High School Diploma, College Prep Studies
Lee LaMarche Lee LaMarche's F-Squared Investments Experience November 2013 - November 2013
Job Always looking for interesting jobs and people!
Industry Graphic Design
Experience
Wegmans Food Markets August 2015 - Present
Wegmans Food Markets March 2015 - Present
Wegmans Food Markets March 2014 - Present
Gift of Life Bone Marrow Foundation April 2013 - March 2014
West Suburban YMCA January 2014 - February 2014
F-Squared Investments November 2013 - November 2013
West Suburban YMCA November 2013 - November 2013
Babson College CWEL 2013 - 2013
MSPCA 2012 - 2013
Good Sports, Inc. 2012 - 2012
Skills
Social Networking, Adobe Creative Suite, Elder Care, Market Research, Audacity, Online Moderation, Creative Writing, Microsoft Office, Graphic Design, Logo Design, Customer Support, Fraud Detection, Alzheimer's Care, Blogging, Newsletters, Marketing, Content Management, Photoshop, Community Management, Email Marketing, Brand Management, Multimedia, Web Content Management, Video Production, Editing, Illustrator, Video, Online Research, User Experience, Web Content, Mac, Web Design, Photography
Education
Wheaton College (MA) 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Sharon High School 1996 — 1999
diploma
Curry College
Certificate program, Visual Arts
Wegmans Food Markets August 2015 - Present
Wegmans Food Markets March 2015 - Present
Wegmans Food Markets March 2014 - Present
Gift of Life Bone Marrow Foundation April 2013 - March 2014
West Suburban YMCA January 2014 - February 2014
F-Squared Investments November 2013 - November 2013
West Suburban YMCA November 2013 - November 2013
Babson College CWEL 2013 - 2013
MSPCA 2012 - 2013
Good Sports, Inc. 2012 - 2012
Skills
Social Networking, Adobe Creative Suite, Elder Care, Market Research, Audacity, Online Moderation, Creative Writing, Microsoft Office, Graphic Design, Logo Design, Customer Support, Fraud Detection, Alzheimer's Care, Blogging, Newsletters, Marketing, Content Management, Photoshop, Community Management, Email Marketing, Brand Management, Multimedia, Web Content Management, Video Production, Editing, Illustrator, Video, Online Research, User Experience, Web Content, Mac, Web Design, Photography
Education
Wheaton College (MA) 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Sharon High School 1996 — 1999
diploma
Curry College
Certificate program, Visual Arts
Rodrigo Franco Toso Rodrigo Franco Toso's F-Squared Investments Experience July 2012 - September 2015
Job SVP, Quantitative Analysis at Broadmeadow Capital
Industry Investment Management
Experience
Broadmeadow Capital October 2015 - Present
F-Squared Investments July 2012 - September 2015
Rutgers University January 2009 - December 2011
AT&T Labs, Inc. July 2011 - August 2011
AT&T Labs, Inc. June 2010 - August 2010
Siemens Corporate Research May 2008 - December 2008
Skills
Computer Science, Algorithms, Experimental Analysis..., Data Structures, Optimization, Pattern Recognition, Machine Learning, Clustering, Data Analysis, Hidden Markov Models, C++, STL, Java, Weka, Operations Research, Artificial Intelligence, Combinatorial..., Mathematical Programming, R, Data Mining, C, Quantitative Analytics, Mathematical Modeling, Distributed Systems, Python, Quantitative Finance, Programming, High Performance...
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2015
Ph.D. Candidate, Computer Science
Universidade Federal Fluminense 2004 — 2006
M.Sc., Computer Science
Universidade Federal de Lavras 2000 — 2004
B.Sc., Computer Science
Broadmeadow Capital October 2015 - Present
F-Squared Investments July 2012 - September 2015
Rutgers University January 2009 - December 2011
AT&T Labs, Inc. July 2011 - August 2011
AT&T Labs, Inc. June 2010 - August 2010
Siemens Corporate Research May 2008 - December 2008
Skills
Computer Science, Algorithms, Experimental Analysis..., Data Structures, Optimization, Pattern Recognition, Machine Learning, Clustering, Data Analysis, Hidden Markov Models, C++, STL, Java, Weka, Operations Research, Artificial Intelligence, Combinatorial..., Mathematical Programming, R, Data Mining, C, Quantitative Analytics, Mathematical Modeling, Distributed Systems, Python, Quantitative Finance, Programming, High Performance...
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2015
Ph.D. Candidate, Computer Science
Universidade Federal Fluminense 2004 — 2006
M.Sc., Computer Science
Universidade Federal de Lavras 2000 — 2004
B.Sc., Computer Science
Chelsea Goff Chelsea Goff's F-Squared Investments Experience August 2013 - April 2015
Job Associate Conference Coordinator at John Hancock Financial Services
Industry Events Services
Experience
John Hancock Financial Services June 2015 - Present
F-Squared Investments August 2013 - April 2015
InterContinental Hotels Group May 2012 - August 2013
Z Bar & Grill September 2010 - October 2011
Sullivan Custom Planning June 2011 - August 2011
The Puritan Backroom July 2009 - August 2010
Joes American Bar & Grill August 2009 - February 2010
Skills
Event Planning, Event Management, Hospitality, Social Media, Customer Service, Microsoft Office, Social Media Marketing, PowerPoint, Public Relations, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Food & Beverage, Marketing Communications, Teamwork, Catering, Corporate Events, Public Speaking, Marketing, Delphi, Opera
Education
Johnson & Wales University 2008 — 2011
Bachelor of Science, Sports Entertainment & Event Management
John Hancock Financial Services June 2015 - Present
F-Squared Investments August 2013 - April 2015
InterContinental Hotels Group May 2012 - August 2013
Z Bar & Grill September 2010 - October 2011
Sullivan Custom Planning June 2011 - August 2011
The Puritan Backroom July 2009 - August 2010
Joes American Bar & Grill August 2009 - February 2010
Skills
Event Planning, Event Management, Hospitality, Social Media, Customer Service, Microsoft Office, Social Media Marketing, PowerPoint, Public Relations, Microsoft Excel, Microsoft Word, Facebook, Social Networking, Food & Beverage, Marketing Communications, Teamwork, Catering, Corporate Events, Public Speaking, Marketing, Delphi, Opera
Education
Johnson & Wales University 2008 — 2011
Bachelor of Science, Sports Entertainment & Event Management
Drew Tewksbury, CFA's F-Squared Investments Experience March 2013 - June 2015
Job Equity Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management June 2015 - Present
F-Squared Investments March 2013 - June 2015
F&C Asset Management March 2010 - December 2012
State Street Global Advisors June 2008 - March 2010
VizQuest Ventures 2006 - 2007
Skills
RFP, Client Relations Skills, Sales, Financial Reporting, Consultant Relations, Database Managament, Equities, Fixed Income, Asset Management, Finance, Relationship Management
Education
Bentley University 2004 — 2008
Bachelors of Science, Marketing, Finance
Manulife Asset Management June 2015 - Present
F-Squared Investments March 2013 - June 2015
F&C Asset Management March 2010 - December 2012
State Street Global Advisors June 2008 - March 2010
VizQuest Ventures 2006 - 2007
Skills
RFP, Client Relations Skills, Sales, Financial Reporting, Consultant Relations, Database Managament, Equities, Fixed Income, Asset Management, Finance, Relationship Management
Education
Bentley University 2004 — 2008
Bachelors of Science, Marketing, Finance
Laura Dagan Laura Dagan's F-Squared Investments Experience November 2011 - Present
Job Retired
Industry Leisure, Travel & Tourism
Experience
F-Squared Investments November 2011 - Present
Champlain College October 2006 - Present
F-Squared Investments November 2014 - September 2015
CFA Institute September 2011 - June 2015
CFA Society of Vermont August 2011 - January 2014
Dwight Asset Management, a Goldman Sachs Company March 1987 - January 2010
Skills
Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Strategic Financial..., Asset Management, Fixed Income, Wealth Management, Securities, Financial Modeling, Equities, Alternative Investments, Valuation, Investment Management
Education
Bucknell University 1970 — 1974
BS, Education
F-Squared Investments November 2011 - Present
Champlain College October 2006 - Present
F-Squared Investments November 2014 - September 2015
CFA Institute September 2011 - June 2015
CFA Society of Vermont August 2011 - January 2014
Dwight Asset Management, a Goldman Sachs Company March 1987 - January 2010
Skills
Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Investments, Strategic Financial..., Asset Management, Fixed Income, Wealth Management, Securities, Financial Modeling, Equities, Alternative Investments, Valuation, Investment Management
Education
Bucknell University 1970 — 1974
BS, Education
Walter Hartford, CFA Walter Hartford, CFA's F-Squared Investments Experience September 2013 - March 2015
Job Sales & Distribution Leader
Industry Financial Services
Experience
Ryan Labs Asset Management June 2015 - Present
F-Squared Investments September 2013 - March 2015
MFS Investment Management 2012 - 2013
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2007
MFS Investment Management 2000 - 2005
Generation Ventures Associates 1994 - 1999
Continental Resources 1989 - 1994
Fidelity Investments 1987 - 1988
Skills
Asset Allocation, Client Segmentation, Contract Negotiation, Defined Contribution, Distribution Strategies, International Investing, Investment Advisory, Mutual Funds, Separately Managed..., Product Development, Relationship Management, Retirement Planning, RIA, Wealth Management, Portfolio Construction, Institutional, Investments, Portfolio Management, Business Development, CRM, Strategy, Competitive Analysis, Equities, Financial Advisory, Product Management, Finance, Cross-functional Team..., Asset Management, Executive Management, Fixed Income, Analytics, Financial Services, Investment Management, Hedge Funds, Corporate Finance, Alternative Investments, Risk Management, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Business Administration, Accounting
Newton North High School
Ryan Labs Asset Management June 2015 - Present
F-Squared Investments September 2013 - March 2015
MFS Investment Management 2012 - 2013
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2007
MFS Investment Management 2000 - 2005
Generation Ventures Associates 1994 - 1999
Continental Resources 1989 - 1994
Fidelity Investments 1987 - 1988
Skills
Asset Allocation, Client Segmentation, Contract Negotiation, Defined Contribution, Distribution Strategies, International Investing, Investment Advisory, Mutual Funds, Separately Managed..., Product Development, Relationship Management, Retirement Planning, RIA, Wealth Management, Portfolio Construction, Institutional, Investments, Portfolio Management, Business Development, CRM, Strategy, Competitive Analysis, Equities, Financial Advisory, Product Management, Finance, Cross-functional Team..., Asset Management, Executive Management, Fixed Income, Analytics, Financial Services, Investment Management, Hedge Funds, Corporate Finance, Alternative Investments, Risk Management, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Business Administration, Accounting
Newton North High School
Holly Cloutier Holly Cloutier's F-Squared Investments Experience October 2012 - July 2015
Job Sales Assistant at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management July 2015 - Present
F-Squared Investments October 2012 - July 2015
Hult International Business School November 2011 - June 2012
TD November 2010 - June 2011
Lyons Group November 2009 - June 2010
Education
Newbury College 2006 — 2010
Corporate Communications
Manulife Asset Management July 2015 - Present
F-Squared Investments October 2012 - July 2015
Hult International Business School November 2011 - June 2012
TD November 2010 - June 2011
Lyons Group November 2009 - June 2010
Education
Newbury College 2006 — 2010
Corporate Communications
Matthew Landon, CFA Matthew Landon, CFA's F-Squared Investments Experience September 2013 - April 2015
Job Senior Vice President 401(k) Advisory Group at Fusion Analytics Investment Partners
Industry Investment Management
Experience
Fusion Analytics Investment Partners May 2015 - Present
F-Squared Investments September 2013 - April 2015
T. Rowe Price June 2008 - August 2013
MassMutual Financial Group 2006 - 2008
Intelligent Portfolio Services, LLC and Wellfleet Advisors 2002 - 2006
Fidelity Investments 2001 - 2002
MassMutual Financial Group 1994 - 2001
Friendly's Ice Cream, LLC 1992 - 1994
Skills
Chartered Financial..., Investments, Risk Management
Education
Dartmouth College 1987 — 1991
Fusion Analytics Investment Partners May 2015 - Present
F-Squared Investments September 2013 - April 2015
T. Rowe Price June 2008 - August 2013
MassMutual Financial Group 2006 - 2008
Intelligent Portfolio Services, LLC and Wellfleet Advisors 2002 - 2006
Fidelity Investments 2001 - 2002
MassMutual Financial Group 1994 - 2001
Friendly's Ice Cream, LLC 1992 - 1994
Skills
Chartered Financial..., Investments, Risk Management
Education
Dartmouth College 1987 — 1991
Frank Costigliola Frank Costigliola's F-Squared Investments Experience March 2013 - Present
Job Sales at WBI Investments
Industry Financial Services
Experience
WBI July 2015 - Present
F-Squared Investments March 2013 - Present
GEICO December 2011 - March 2013
GunnAllen Financial May 2009 - July 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Commack High School 2002 — 2006
WBI July 2015 - Present
F-Squared Investments March 2013 - Present
GEICO December 2011 - March 2013
GunnAllen Financial May 2009 - July 2009
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Commack High School 2002 — 2006
Stephanie Mitchell's F-Squared Investments Experience August 2013 - March 2015
Job TechSavvy Marketing Professional
Industry Marketing and Advertising
Experience
DENTSPLY Implants June 2015 - Present
F-Squared Investments August 2013 - March 2015
Fresenius Medical Care September 2012 - August 2013
C'est Magnifique May 2012 - April 2013
Sodexo July 2010 - February 2012
Texans Can 2011 - 2012
Skills
Social Media, Microsoft Office, PowerPoint, Editing, Management, Marketing Communications, Microsoft Excel, Data Analysis, Marketing, Outlook, Microsoft Word, Event Planning, Analysis, Customer Service, Facebook, SPSS, SAP, Business Analysis, Constant Contact, Logistics, Department Budgeting, Web Content, Fulfillment Services, LMS, WordPress, Exact Target, Salesforce.com, Social Media Marketing, Email Marketing, Digital Marketing, Social Networking, Drupal
Education
Bentley University 2008 — 2012
Bachelor of Arts, Media Culture
Bentley University 2008 — 2012
Bachelor of Science, Communication and Media Studies
Talented and Gifted Magnet High School 2004 — 2008
DENTSPLY Implants June 2015 - Present
F-Squared Investments August 2013 - March 2015
Fresenius Medical Care September 2012 - August 2013
C'est Magnifique May 2012 - April 2013
Sodexo July 2010 - February 2012
Texans Can 2011 - 2012
Skills
Social Media, Microsoft Office, PowerPoint, Editing, Management, Marketing Communications, Microsoft Excel, Data Analysis, Marketing, Outlook, Microsoft Word, Event Planning, Analysis, Customer Service, Facebook, SPSS, SAP, Business Analysis, Constant Contact, Logistics, Department Budgeting, Web Content, Fulfillment Services, LMS, WordPress, Exact Target, Salesforce.com, Social Media Marketing, Email Marketing, Digital Marketing, Social Networking, Drupal
Education
Bentley University 2008 — 2012
Bachelor of Arts, Media Culture
Bentley University 2008 — 2012
Bachelor of Science, Communication and Media Studies
Talented and Gifted Magnet High School 2004 — 2008
Arielle Rogers Arielle Rogers's F-Squared Investments Experience June 2014 - May 2015
Job Accounting Analyst at Extreme Reach
Industry Accounting
Experience
Extreme Reach May 2015 - Present
F-Squared Investments June 2014 - May 2015
Fidelity Investments October 2013 - June 2014
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Extreme Reach May 2015 - Present
F-Squared Investments June 2014 - May 2015
Fidelity Investments October 2013 - June 2014
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Jesús Salgado's F-Squared Investments Experience September 2013 - March 2015
Job Senior Client Service Manager
Industry Investment Management
Experience
State Street Global Advisors June 2015 - Present
F-Squared Investments September 2013 - March 2015
BNY Mellon Asset Servicing July 2011 - December 2012
BNY Mellon July 2005 - June 2011
BNY Mellon July 2003 - June 2005
BNY Mellon July 2002 - June 2003
BNY Mellon July 2000 - June 2002
BNY Mellon July 1999 - June 2000
Education
Boston University - School of Management 1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management
State Street Global Advisors June 2015 - Present
F-Squared Investments September 2013 - March 2015
BNY Mellon Asset Servicing July 2011 - December 2012
BNY Mellon July 2005 - June 2011
BNY Mellon July 2003 - June 2005
BNY Mellon July 2002 - June 2003
BNY Mellon July 2000 - June 2002
BNY Mellon July 1999 - June 2000
Education
Boston University - School of Management 1997 — 1999
Bachelor of Science (B.S.), Business Administration - International Management
David Quistberg's F-Squared Investments Experience May 2013 - August 2013
Job Institutional Equity Sales at William Blair
Industry Financial Services
Experience
Eastward Capital May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
F-Squared Investments May 2013 - August 2013
Skills
Equity Research, Valuation, Financial Modeling, Social Networking, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Asset Allocation, Equities, Macroeconomics, Heavy Lifting, Bloomberg
Education
Tulane University 2011 — 2015
Bachelor’s Degree, Finance
Mount Saint Charles Academy 2005 — 2011
Eastward Capital May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
F-Squared Investments May 2013 - August 2013
Skills
Equity Research, Valuation, Financial Modeling, Social Networking, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Asset Allocation, Equities, Macroeconomics, Heavy Lifting, Bloomberg
Education
Tulane University 2011 — 2015
Bachelor’s Degree, Finance
Mount Saint Charles Academy 2005 — 2011
Elias Manzi's F-Squared Investments Experience March 2014 - July 2015
Job System Engineer at Highfields Capital
Industry Information Technology and Services
Experience
Highfields Capital July 2015 - Present
F-Squared Investments March 2014 - July 2015
CBT Architects December 2013 - March 2014
Pioneer Investments September 2012 - December 2013
Endicott College September 2008 - May 2012
GreenerStep August 2011 - December 2011
Middlebury College May 2010 - September 2011
Skills
Active Directory, Photography, Photoshop, SharePoint, HTML, International Relations, HP Service Manager, Windows 7 Migration, VMware, RSA Security
Education
Endicott College 2008 — 2012
BA, International Studies
College for International Studies Madrid 2009 — 2010
Study Abroad
Highfields Capital July 2015 - Present
F-Squared Investments March 2014 - July 2015
CBT Architects December 2013 - March 2014
Pioneer Investments September 2012 - December 2013
Endicott College September 2008 - May 2012
GreenerStep August 2011 - December 2011
Middlebury College May 2010 - September 2011
Skills
Active Directory, Photography, Photoshop, SharePoint, HTML, International Relations, HP Service Manager, Windows 7 Migration, VMware, RSA Security
Education
Endicott College 2008 — 2012
BA, International Studies
College for International Studies Madrid 2009 — 2010
Study Abroad
Lauren Buschini Lauren Buschini's F-Squared Investments Experience May 2014 - August 2014
Job Media Business Analyst at DigitasLBi_US
Industry Marketing and Advertising
Experience
F-Squared Investments May 2014 - August 2014
Better Communications May 2013 - August 2013
Gap Inc. May 2012 - August 2013
Boston College Educational Resource Center September 2012 - May 2013
Boston College University Counseling Services October 2011 - May 2012
Skills
Microsoft Excel, Social Media Marketing, Spanish, Social Media, Microsoft Word, Customer Service, Social Networking, Writing, Blogging, Public Speaking, Leadership, Organization, Windows, Mac, Photoshop, PowerPoint, Marketing, Salesforce.com, Expense Management, HubSpot
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Communications
Universidad Complutense de Madrid 2013 — 2013
Lexington High School 2007 — 2011
F-Squared Investments May 2014 - August 2014
Better Communications May 2013 - August 2013
Gap Inc. May 2012 - August 2013
Boston College Educational Resource Center September 2012 - May 2013
Boston College University Counseling Services October 2011 - May 2012
Skills
Microsoft Excel, Social Media Marketing, Spanish, Social Media, Microsoft Word, Customer Service, Social Networking, Writing, Blogging, Public Speaking, Leadership, Organization, Windows, Mac, Photoshop, PowerPoint, Marketing, Salesforce.com, Expense Management, HubSpot
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Communications
Universidad Complutense de Madrid 2013 — 2013
Lexington High School 2007 — 2011
Sara Wojda's F-Squared Investments Experience August 2012 - December 2012
Job Equity Research Analyst at Gabelli & Company
Industry Investment Management
Experience
GAMCO Investors, Inc. June 2014 - Present
PwC June 2013 - September 2013
F-Squared Investments August 2012 - December 2012
The Brattle Group June 2012 - August 2012
Major League Lacrosse May 2011 - August 2011
Skills
Financial Analysis, Business Strategy, Asset Management, Investments, Equity Research, Financial Markets, Data Analysis, Public Speaking
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Economics & Accounting, Summa Cum Laude
GAMCO Investors, Inc. June 2014 - Present
PwC June 2013 - September 2013
F-Squared Investments August 2012 - December 2012
The Brattle Group June 2012 - August 2012
Major League Lacrosse May 2011 - August 2011
Skills
Financial Analysis, Business Strategy, Asset Management, Investments, Equity Research, Financial Markets, Data Analysis, Public Speaking
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Economics & Accounting, Summa Cum Laude
Racheal Holt Racheal Holt's F-Squared Investments Experience July 2014 - March 2015
Job Office Manager
Industry Human Resources
Experience
BlueSnap July 2015 - Present
Alexion Pharmaceuticals, Inc. April 2015 - June 2015
F-Squared Investments July 2014 - March 2015
Meketa Investment Group September 2012 - June 2014
Taj Boston Hotel July 2012 - September 2012
Doubletree Hotel September 2011 - July 2012
Hampton Inn & Suites by HILTON February 2011 - August 2011
The Shamrock Pub & Grille October 2010 - February 2011
Uno Chicago Grill April 2008 - October 2010
Skills
Microsoft Office, Microsoft Word, Concur, Outlook, Calendaring, Travel Management, Microsoft Excel, Customer Service, Taleo, Hotels, Paychex, ADP Payroll, Hospitality Management, Hospitality, Management, Front Office, Micros, Food & Beverage, Hospitality Industry, Payroll, OnQ, Hotel Management, Restaurants, Restaurant Management
Education
Valencia Community College 2008 — 2010
Hospitality Management, Hotel, Motel, and Restaurant Management, 3.5
Onondaga Community College 2006 — 2007
Hospitality Management, Restaurant/Food Services Management, 3.4
BlueSnap July 2015 - Present
Alexion Pharmaceuticals, Inc. April 2015 - June 2015
F-Squared Investments July 2014 - March 2015
Meketa Investment Group September 2012 - June 2014
Taj Boston Hotel July 2012 - September 2012
Doubletree Hotel September 2011 - July 2012
Hampton Inn & Suites by HILTON February 2011 - August 2011
The Shamrock Pub & Grille October 2010 - February 2011
Uno Chicago Grill April 2008 - October 2010
Skills
Microsoft Office, Microsoft Word, Concur, Outlook, Calendaring, Travel Management, Microsoft Excel, Customer Service, Taleo, Hotels, Paychex, ADP Payroll, Hospitality Management, Hospitality, Management, Front Office, Micros, Food & Beverage, Hospitality Industry, Payroll, OnQ, Hotel Management, Restaurants, Restaurant Management
Education
Valencia Community College 2008 — 2010
Hospitality Management, Hotel, Motel, and Restaurant Management, 3.5
Onondaga Community College 2006 — 2007
Hospitality Management, Restaurant/Food Services Management, 3.4
John Pfleiderer John Pfleiderer's F-Squared Investments Experience June 2013 - September 2014
Job Intern
Industry Financial Services
Experience
Nationwide Financial May 2015 - Present
F-Squared Investments June 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Public Speaking, Leadership, Customer Service, PowerPoint, Teamwork, Salesforce.com
Education
The Ohio State University Fisher College of Business 2011 — 2015
Bachelor’s Degree, Business Administration and Management, Finance
Nationwide Financial May 2015 - Present
F-Squared Investments June 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Public Speaking, Leadership, Customer Service, PowerPoint, Teamwork, Salesforce.com
Education
The Ohio State University Fisher College of Business 2011 — 2015
Bachelor’s Degree, Business Administration and Management, Finance
Robert Schrock, CFA Robert Schrock, CFA's F-Squared Investments Experience January 2014 - March 2015
Job Investment Operations at Congress Asset Management
Industry Financial Services
Experience
Congress Asset Management May 2015 - Present
F-Squared Investments January 2014 - March 2015
Northwestern Mutual March 2008 - December 2013
Romney for President August 2007 - February 2008
Skills
Investments, Mutual Funds, Series 63, Strategic Financial..., Securities, Financial Analysis, Series 6, Series 65, Advent, Microsoft Excel, Management, Finance, Fixed Income, Fixed Income Analysis, Equities, Life Insurance, Indexing, Financial Planning, Statistics, Variable Annuities, Office Management, Long-term Care, Word, Microsoft Office, Long Term Care, Outlook
Education
Kenyon College 2002 — 2006
BA, History
Congress Asset Management May 2015 - Present
F-Squared Investments January 2014 - March 2015
Northwestern Mutual March 2008 - December 2013
Romney for President August 2007 - February 2008
Skills
Investments, Mutual Funds, Series 63, Strategic Financial..., Securities, Financial Analysis, Series 6, Series 65, Advent, Microsoft Excel, Management, Finance, Fixed Income, Fixed Income Analysis, Equities, Life Insurance, Indexing, Financial Planning, Statistics, Variable Annuities, Office Management, Long-term Care, Word, Microsoft Office, Long Term Care, Outlook
Education
Kenyon College 2002 — 2006
BA, History
Sam DeNormandie's F-Squared Investments Experience June 2013 - Present
Job Regional Associate at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments June 2013 - Present
New York Life Insurance Company November 2011 - May 2013
Northwestern Mutual May 2010 - December 2011
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's Degree, Communication
F-Squared Investments June 2013 - Present
New York Life Insurance Company November 2011 - May 2013
Northwestern Mutual May 2010 - December 2011
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's Degree, Communication
Tori Newhouse's F-Squared Investments Experience March 2013 - March 2015
Job Marketing Assistant
Industry Marketing and Advertising
Experience
Family Estate Planning Law Group July 2015 - Present
F-Squared Investments March 2013 - March 2015
The Livingstone Corporation August 2012 - March 2013
Community Bank Wheaton/Glen Ellyn January 2012 - February 2013
Crossway Books & Bibles June 2007 - February 2013
Skills
Books, Proofreading, Publications, Copy Editing, Editing, Microsoft Office, Creative Writing, Mac, Publishing, Text Editing, Grammar, Editorial, English grammar, Translation, Manuscript, Literature, Ebooks, Relationship Marketing, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Social Media
Education
Gordon College 2008 — 2011
Bachelor's Degree, English Language and Literature, General
Family Estate Planning Law Group July 2015 - Present
F-Squared Investments March 2013 - March 2015
The Livingstone Corporation August 2012 - March 2013
Community Bank Wheaton/Glen Ellyn January 2012 - February 2013
Crossway Books & Bibles June 2007 - February 2013
Skills
Books, Proofreading, Publications, Copy Editing, Editing, Microsoft Office, Creative Writing, Mac, Publishing, Text Editing, Grammar, Editorial, English grammar, Translation, Manuscript, Literature, Ebooks, Relationship Marketing, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Social Media
Education
Gordon College 2008 — 2011
Bachelor's Degree, English Language and Literature, General
Lisa (D'Allesandro) deMont Lisa (D'Allesandro) deMont's F-Squared Investments Experience February 2015 - Present
Job
Industry Financial Services
Experience
F-Squared Investments February 2015 - Present
F-Squared Investments October 2013 - February 2015
Marimekko Boston/Cambridge May 2010 - October 2013
Upromise Investments, Inc February 2006 - May 2010
Asset Communications, Inc. 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 1991 - 2003
Skills
Management, Retail, Team Building, Marketing, Marketing Strategy, New Business Development, Financial Services, Strategic Planning, Investments, Sales, Relationship Management, Merchandising, Customer Service, Mergers, Business Development, Sales Management, Social Media Marketing, Competitive Analysis, Customer Retention, Mergers & Acquisitions, Advertising, Strategy, Leadership, Selling, Salesforce.com, CRM, Product Marketing, Product Management, Marketing Communications, Sales Process, Email Marketing, Account Management, B2B, Market Research, Start-ups, Brand Development, Customer Satisfaction, Business Strategy, Brand Management, Sales Operations, Risk Management, Strategic Partnerships, Direct Marketing, Lead Generation, Integrated Marketing, Portfolio Management
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Arlington Catholic High School
Saint Anselm College
BA
F-Squared Investments February 2015 - Present
F-Squared Investments October 2013 - February 2015
Marimekko Boston/Cambridge May 2010 - October 2013
Upromise Investments, Inc February 2006 - May 2010
Asset Communications, Inc. 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 1991 - 2003
Skills
Management, Retail, Team Building, Marketing, Marketing Strategy, New Business Development, Financial Services, Strategic Planning, Investments, Sales, Relationship Management, Merchandising, Customer Service, Mergers, Business Development, Sales Management, Social Media Marketing, Competitive Analysis, Customer Retention, Mergers & Acquisitions, Advertising, Strategy, Leadership, Selling, Salesforce.com, CRM, Product Marketing, Product Management, Marketing Communications, Sales Process, Email Marketing, Account Management, B2B, Market Research, Start-ups, Brand Development, Customer Satisfaction, Business Strategy, Brand Management, Sales Operations, Risk Management, Strategic Partnerships, Direct Marketing, Lead Generation, Integrated Marketing, Portfolio Management
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Arlington Catholic High School
Saint Anselm College
BA
Kevin Ramsier Kevin Ramsier's F-Squared Investments Experience March 2014 - March 2015
Job M&A Advisor & Entrepreneur
Industry Investment Banking
Experience
VESTICOR Advisors March 2014 - Present
Infinity Investment Partners March 2013 - Present
RESCON January 2014 - Present
SWAT Environmental January 2003 - Present
F-Squared Investments March 2014 - March 2015
SWAT Environmental May 2011 - September 2013
Curian Capital October 2008 - February 2011
Invesco Ltd. 1998 - 2008
Education
Ohio Wesleyan University 1990 — 1993
Bachelor of Arts (BA), Economics
VESTICOR Advisors March 2014 - Present
Infinity Investment Partners March 2013 - Present
RESCON January 2014 - Present
SWAT Environmental January 2003 - Present
F-Squared Investments March 2014 - March 2015
SWAT Environmental May 2011 - September 2013
Curian Capital October 2008 - February 2011
Invesco Ltd. 1998 - 2008
Education
Ohio Wesleyan University 1990 — 1993
Bachelor of Arts (BA), Economics
David Ardis's F-Squared Investments Experience December 2013 - January 2014
Job Graduate, The University of Texas at Austin
Industry Investment Management
Experience
F-Squared Investments December 2013 - January 2014
Waterloo Capital Management September 2013 - December 2013
Brighton House Associates May 2013 - August 2013
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics, Government
F-Squared Investments December 2013 - January 2014
Waterloo Capital Management September 2013 - December 2013
Brighton House Associates May 2013 - August 2013
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics, Government
Timothy Masullo Timothy Masullo's F-Squared Investments Experience July 2013 - Present
Job Trading Operations Analyst, FSquared Capital
Industry Financial Services
Experience
F-Squared Investments July 2013 - Present
Old Mutual Asset Management Trust Company January 2011 - May 2013
State Street November 2009 - January 2011
State Street September 2007 - November 2009
Skills
Fund Accounting, Mutual Funds, Securities, Investments, Asset Management, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Financial Services, Equities, Hedge Funds, Global Custody
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration, Cum Laude
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
F-Squared Investments July 2013 - Present
Old Mutual Asset Management Trust Company January 2011 - May 2013
State Street November 2009 - January 2011
State Street September 2007 - November 2009
Skills
Fund Accounting, Mutual Funds, Securities, Investments, Asset Management, Bloomberg, Alternative Investments, Financial Analysis, Fixed Income, Financial Services, Equities, Hedge Funds, Global Custody
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (B.S.), Business Administration, Cum Laude
University of Massachusetts Boston
Master of Business Administration (MBA), Finance
Chris Puliafico Chris Puliafico's F-Squared Investments Experience September 2014 - March 2015
Job ETF Sales Associate State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors July 2015 - Present
F-Squared Investments September 2014 - March 2015
Education
Saint Michael's College 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
Xaverian brothers
State Street Global Advisors July 2015 - Present
F-Squared Investments September 2014 - March 2015
Education
Saint Michael's College 2010 — 2014
Bachelor of Arts (B.A.), Philosophy
Xaverian brothers
Deborah Deskavich Deborah Deskavich's F-Squared Investments Experience May 2009 - Present
Job Chief Operating Officer, Chief Financial Officer at FSquared Investments
Industry Investment Management
Experience
F-Squared Investments May 2009 - Present
Lightlife Foods May 2004 - May 2009
Fidelity Investments March 1989 - August 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst
BS, Economics
F-Squared Investments May 2009 - Present
Lightlife Foods May 2004 - May 2009
Fidelity Investments March 1989 - August 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst
BS, Economics
Christopher Crosby Christopher Crosby's F-Squared Investments Experience December 2013 - July 2015
Job Regional VP Investments Dreyfus
Industry Capital Markets
Experience
BNY Mellon - Dreyfus August 2015 - Present
F-Squared Investments December 2013 - July 2015
Alps Investment Co March 2008 - November 2013
Delaware Investments October 2006 - March 2008
Merrill Lynch September 2004 - August 2006
Skills
Investments, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Private Equity, Finance, Series 7, Asset Allocation, Securities, Asset Management, Investment Strategies, FINRA, Commodity, Closed-end Funds, Wealth Management, Retirement Planning, Investment Advisory, Hedge Funds, Retirement 401K, Separately Managed..., Financial Advisory
Education
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon - Dreyfus August 2015 - Present
F-Squared Investments December 2013 - July 2015
Alps Investment Co March 2008 - November 2013
Delaware Investments October 2006 - March 2008
Merrill Lynch September 2004 - August 2006
Skills
Investments, Mutual Funds, ETFs, Alternative Investments, Fixed Income, Private Equity, Finance, Series 7, Asset Allocation, Securities, Asset Management, Investment Strategies, FINRA, Commodity, Closed-end Funds, Wealth Management, Retirement Planning, Investment Advisory, Hedge Funds, Retirement 401K, Separately Managed..., Financial Advisory
Education
Drexel University - College of Business and Administration 1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sean Tierney Sean Tierney's F-Squared Investments Experience October 2013 - March 2015
Job Business Analyst at Fundera
Industry Financial Services
Experience
F-Squared Investments October 2013 - March 2015
F-Squared Investments March 2013 - October 2013
F-Squared Investments July 2012 - March 2013
Park Realty Direct June 2011 - August 2011
Concord Country Club June 2006 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (B.S.), Economics
Belmont Hill School 2002 — 2008
F-Squared Investments October 2013 - March 2015
F-Squared Investments March 2013 - October 2013
F-Squared Investments July 2012 - March 2013
Park Realty Direct June 2011 - August 2011
Concord Country Club June 2006 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science (B.S.), Economics
Belmont Hill School 2002 — 2008
Paul Fortin, CAIA's F-Squared Investments Experience June 2014 - March 2015
Job Monument Group
Industry Venture Capital & Private Equity
Experience
Monument Group August 2015 - Present
F-Squared Investments June 2014 - March 2015
Harvard Management Company November 2013 - January 2014
Collins Lab May 2012 - September 2012
Education
Boston College 2009 — 2013
Bachelor of Science, Behavioral Neuroscience
St. John's Preparatory 2006 — 2009
Monument Group August 2015 - Present
F-Squared Investments June 2014 - March 2015
Harvard Management Company November 2013 - January 2014
Collins Lab May 2012 - September 2012
Education
Boston College 2009 — 2013
Bachelor of Science, Behavioral Neuroscience
St. John's Preparatory 2006 — 2009
Dan Polito Dan Polito's F-Squared Investments Experience January 2014 - June 2015
Job Enterprise Account Manager, Core Technology at Oracle
Industry Financial Services
Experience
Oracle June 2015 - Present
F-Squared Investments January 2014 - June 2015
John Hancock Financial Services September 2010 - January 2014
Edward Jones June 2008 - June 2010
Skills
Series 7, Series 66, CRPC, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investment..., Consultative Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Oracle June 2015 - Present
F-Squared Investments January 2014 - June 2015
John Hancock Financial Services September 2010 - January 2014
Edward Jones June 2008 - June 2010
Skills
Series 7, Series 66, CRPC, Mutual Funds, Separately Managed..., ETFs, Asset Allocation, Alternative Investment..., Consultative Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Michael Fardy Michael Fardy's F-Squared Investments Experience March 2014 - June 2015
Job FlexShares National Sales Manager
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Andrew Conrad's F-Squared Investments Experience January 2014 - March 2015
Job Corporate Lease Analyst and Accountant at American Tower
Industry Financial Services
Experience
American Tower June 2015 - Present
F-Squared Investments January 2014 - March 2015
McGladrey April 2012 - January 2014
McGladrey November 2010 - March 2012
UBS May 2009 - May 2010
Education
Saint Michael's College 2006 — 2010
Accounting
Griffith University 2008 — 2008
American Tower June 2015 - Present
F-Squared Investments January 2014 - March 2015
McGladrey April 2012 - January 2014
McGladrey November 2010 - March 2012
UBS May 2009 - May 2010
Education
Saint Michael's College 2006 — 2010
Accounting
Griffith University 2008 — 2008
Shannon O'Brien's F-Squared Investments Experience October 2008 - 2012
Job Provide strategic advice and business development consulting to early and growth stage IT companies
Industry Management Consulting
Experience
OIKOS Software, Inc. February 2014 - Present
BeeDoo Cloud Services August 2013 - Present
O'Brien Advisory Group January 2009 - Present
First Commons Bank July 2009 - May 2014
Free Flow Power 2008 - December 2013
Smartleaf January 2009 - 2012
F-Squared Investments October 2008 - 2012
NY Comptroller's office February 2008 - January 2010
Girl Scouts Patriots Trail Council 2005 - 2008
WB 56 Television 2003 - 2005
Education
Boston University School of Law 1982 — 1985
JD, Law
Yale University 1977 — 1981
BA, American Studies
Easthampton
Williston Northampton
OIKOS Software, Inc. February 2014 - Present
BeeDoo Cloud Services August 2013 - Present
O'Brien Advisory Group January 2009 - Present
First Commons Bank July 2009 - May 2014
Free Flow Power 2008 - December 2013
Smartleaf January 2009 - 2012
F-Squared Investments October 2008 - 2012
NY Comptroller's office February 2008 - January 2010
Girl Scouts Patriots Trail Council 2005 - 2008
WB 56 Television 2003 - 2005
Education
Boston University School of Law 1982 — 1985
JD, Law
Yale University 1977 — 1981
BA, American Studies
Easthampton
Williston Northampton
Mike Albert, CPA's F-Squared Investments Experience July 2012 - July 2015
Job Finance Manager at Sankaty Advisors, Bain Capital
Industry Accounting
Experience
Sankaty Advisors, Bain Capital July 2015 - Present
F-Squared Investments July 2012 - July 2015
KPMG LLP August 2006 - July 2012
KPMG LLP March 2010 - November 2010
Skills
Accounting, Private Equity, SEC filings, US GAAP, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Revenue Recognition, CPA, Consolidation, Hedge Funds, Variance Analysis, Account Reconciliation, Big 4, Fund Accounting, Valuation, Asset Managment, Financial Statements, Alternative Investments, Mutual Funds, Bloomberg, GAAP, Tax, Financial Modeling, Sarbanes-Oxley Act, IFRS, External Audit, Finance, Strategic Financial..., Internal Audit, Due Diligence, Financial Audits, General Ledger, Assurance, Corporate Tax, Corporate Finance, Cash Flow, Financial Services, Tax Accounting, SEC Filings
Education
University of Massachusetts, Amherst 2001 — 2006
BBA, Accounting, Major GPA: 3.8Overall GPA: 3.6
Sankaty Advisors, Bain Capital July 2015 - Present
F-Squared Investments July 2012 - July 2015
KPMG LLP August 2006 - July 2012
KPMG LLP March 2010 - November 2010
Skills
Accounting, Private Equity, SEC filings, US GAAP, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Revenue Recognition, CPA, Consolidation, Hedge Funds, Variance Analysis, Account Reconciliation, Big 4, Fund Accounting, Valuation, Asset Managment, Financial Statements, Alternative Investments, Mutual Funds, Bloomberg, GAAP, Tax, Financial Modeling, Sarbanes-Oxley Act, IFRS, External Audit, Finance, Strategic Financial..., Internal Audit, Due Diligence, Financial Audits, General Ledger, Assurance, Corporate Tax, Corporate Finance, Cash Flow, Financial Services, Tax Accounting, SEC Filings
Education
University of Massachusetts, Amherst 2001 — 2006
BBA, Accounting, Major GPA: 3.8Overall GPA: 3.6
Julia Nary Julia Nary's F-Squared Investments Experience September 2013 - 2015
Job Client Specialist at Arrowstreet Capital
Industry Financial Services
Experience
Arrowstreet Capital 2015 - Present
F-Squared Investments September 2013 - 2015
Wellesley Investment Advisors, Inc. June 2012 - September 2013
Morgan Stanley June 2011 - June 2012
Education
Boston College 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Universidad Complutense de Madrid 2009 — 2010
Economics
Newton South High School
Arrowstreet Capital 2015 - Present
F-Squared Investments September 2013 - 2015
Wellesley Investment Advisors, Inc. June 2012 - September 2013
Morgan Stanley June 2011 - June 2012
Education
Boston College 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Universidad Complutense de Madrid 2009 — 2010
Economics
Newton South High School
Adam O'Connor, CFP® Adam O'Connor, CFP®'s F-Squared Investments Experience August 2014 - June 2015
Job Regional Director at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2015 - Present
F-Squared Investments August 2014 - June 2015
Gannett Welsh & Kotler January 2011 - August 2014
Gannett Welsh & Kotler November 2009 - December 2010
Gannett Welsh & Kotler October 2005 - November 2009
Natixis Asset Management October 2004 - October 2005
Skills
Separately Managed..., Mutual Funds, Fixed Income, Equities, Financial Services, Relationship Management, Asset Allocation, Series 63, New Business Development, Asset Management, Investments, Investment Management, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Securities, Bloomberg, Bonds, Series 6, ETFs, Series 7, Alternative Investments
Education
Bates College 2000 — 2004
BA, Economics
William Blair & Company July 2015 - Present
F-Squared Investments August 2014 - June 2015
Gannett Welsh & Kotler January 2011 - August 2014
Gannett Welsh & Kotler November 2009 - December 2010
Gannett Welsh & Kotler October 2005 - November 2009
Natixis Asset Management October 2004 - October 2005
Skills
Separately Managed..., Mutual Funds, Fixed Income, Equities, Financial Services, Relationship Management, Asset Allocation, Series 63, New Business Development, Asset Management, Investments, Investment Management, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Securities, Bloomberg, Bonds, Series 6, ETFs, Series 7, Alternative Investments
Education
Bates College 2000 — 2004
BA, Economics
Benjamin MacDonald's F-Squared Investments Experience November 2013 - March 2015
Job Product Management Analyst at Income Research + Management
Industry Investment Management
Experience
Income Research + Management April 2015 - Present
F-Squared Investments November 2013 - March 2015
EMI Strategic Marketing December 2011 - February 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Chipotle Mexican Grill February 2010 - May 2011
Skills
Creative Writing, Analysis, Analytics, Reading Comprehension, Marketing, Social Media, Marketing Strategy, Market Research, Digital Marketing, Email Marketing, Social Media Marketing, Strategy, Competitive Analysis, Direct Marketing, Business Strategy, Microsoft Office, Integrated Marketing, Financial Analysis, Account Management
Education
Salisbury University 2009 — 2013
Bachelor of Arts (B.A.), Marketing and Communications, Senior
Hopkinton High School 2005 — 2009
Income Research + Management April 2015 - Present
F-Squared Investments November 2013 - March 2015
EMI Strategic Marketing December 2011 - February 2013
State Street Global Advisors June 2012 - August 2012
State Street Global Advisors June 2011 - August 2011
Chipotle Mexican Grill February 2010 - May 2011
Skills
Creative Writing, Analysis, Analytics, Reading Comprehension, Marketing, Social Media, Marketing Strategy, Market Research, Digital Marketing, Email Marketing, Social Media Marketing, Strategy, Competitive Analysis, Direct Marketing, Business Strategy, Microsoft Office, Integrated Marketing, Financial Analysis, Account Management
Education
Salisbury University 2009 — 2013
Bachelor of Arts (B.A.), Marketing and Communications, Senior
Hopkinton High School 2005 — 2009
Anna Varaksina, CPA's F-Squared Investments Experience March 2014 - July 2015
Job Finance Associate at GMO
Industry Accounting
Experience
GMO September 2015 - Present
F-Squared Investments March 2014 - July 2015
Digilant August 2013 - March 2014
Katz, Nannis + Solomon, P.C. May 2006 - August 2013
Skills
US GAAP, Tax Returns, Revenue Recognition, CPA, Partnership Taxation, Tax Research, Financial Analysis, Cash Flow, Auditing, Tax, Financial Reporting, Accounting, Tax Preparation, Financial Accounting, QuickBooks
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
GMO September 2015 - Present
F-Squared Investments March 2014 - July 2015
Digilant August 2013 - March 2014
Katz, Nannis + Solomon, P.C. May 2006 - August 2013
Skills
US GAAP, Tax Returns, Revenue Recognition, CPA, Partnership Taxation, Tax Research, Financial Analysis, Cash Flow, Auditing, Tax, Financial Reporting, Accounting, Tax Preparation, Financial Accounting, QuickBooks
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Howard Present's F-Squared Investments Experience May 2006 - November 2014
Job Entrepreneur
Industry Investment Management
Experience
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
Kyle Wiggs's F-Squared Investments Experience February 2014 - March 2015
Job Vice President, Advisory Business Development at National Planning Holdings (NPH)
Industry Financial Services
Experience
National Planning Holdings (NPH) April 2015 - Present
F-Squared Investments February 2014 - March 2015
Curian Capital October 2010 - February 2014
Curian Capital April 2007 - September 2010
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science (BS)
National Planning Holdings (NPH) April 2015 - Present
F-Squared Investments February 2014 - March 2015
Curian Capital October 2010 - February 2014
Curian Capital April 2007 - September 2010
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science (BS)
Dabney Treacy's F-Squared Investments Experience November 2009 - Present
Job Vice President
Industry Investment Management
Experience
F-Squared Investments November 2009 - Present
Societe Generale January 2005 - October 2009
Societe Generale January 2001 - January 2005
Societe Generale January 1998 - January 2001
Deutsche Bank January 1996 - January 1998
Deutsche Bank January 1993 - January 1996
Deutsche Bank January 1991 - January 1993
Skills
Investments, New Business Development, Investment Strategies, Direct Sales, Asset Management, Mutual Funds, Capital Markets, Derivatives, Fixed Income, Asset Managment, Hedge Funds, Portfolio Management, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Equity Research, Financial Services, Credit, Risk Management, Alternative Investments, Mergers & Acquisitions, Valuation, Banking, Investment Advisory, Financial Advisory, Structured Finance, Series 7, Structured Products, Emerging Markets, Asset Allocation, Bloomberg, Bonds, ETFs, Equities, Equity Derivatives, Funding, Loans, Options, Private Equity, Securities, Securitization, Series 63, Trading, Wealth Management, Fund Of Funds, Trading Systems
Education
Northwestern University - Kellogg School of Management 2001 — 2001
Executive Program
Bucknell University 1987 — 1991
Bachelor of Arts, International Relations and German
EC Glass
F-Squared Investments November 2009 - Present
Societe Generale January 2005 - October 2009
Societe Generale January 2001 - January 2005
Societe Generale January 1998 - January 2001
Deutsche Bank January 1996 - January 1998
Deutsche Bank January 1993 - January 1996
Deutsche Bank January 1991 - January 1993
Skills
Investments, New Business Development, Investment Strategies, Direct Sales, Asset Management, Mutual Funds, Capital Markets, Derivatives, Fixed Income, Asset Managment, Hedge Funds, Portfolio Management, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Equity Research, Financial Services, Credit, Risk Management, Alternative Investments, Mergers & Acquisitions, Valuation, Banking, Investment Advisory, Financial Advisory, Structured Finance, Series 7, Structured Products, Emerging Markets, Asset Allocation, Bloomberg, Bonds, ETFs, Equities, Equity Derivatives, Funding, Loans, Options, Private Equity, Securities, Securitization, Series 63, Trading, Wealth Management, Fund Of Funds, Trading Systems
Education
Northwestern University - Kellogg School of Management 2001 — 2001
Executive Program
Bucknell University 1987 — 1991
Bachelor of Arts, International Relations and German
EC Glass
Nathan Eigerman's F-Squared Investments Experience August 2012 - March 2015
Job Seasoned Investment Professional
Industry Investment Management
Experience
F-Squared Investments August 2012 - March 2015
NPI Capital, LP December 2009 - July 2012
Morgan Stanley Investment Management 2006 - 2007
Oxhead Capital Management September 2003 - May 2006
Putnam Investments 1996 - 2003
Fidelity Investments 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equity Research, Equities, Investment Management, Investment Strategies, Asset Allocation, Series 7, Structured Products, Bloomberg, Mutual Funds, Bonds, Asset Managment, Portfolio Management, Quantitative Finance, Emerging Markets, Capital Markets, Investments, ETFs, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1985 — 1988
BA, Ecnomics
F-Squared Investments August 2012 - March 2015
NPI Capital, LP December 2009 - July 2012
Morgan Stanley Investment Management 2006 - 2007
Oxhead Capital Management September 2003 - May 2006
Putnam Investments 1996 - 2003
Fidelity Investments 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equity Research, Equities, Investment Management, Investment Strategies, Asset Allocation, Series 7, Structured Products, Bloomberg, Mutual Funds, Bonds, Asset Managment, Portfolio Management, Quantitative Finance, Emerging Markets, Capital Markets, Investments, ETFs, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1985 — 1988
BA, Ecnomics
Brian Flanagan's F-Squared Investments Experience October 2013 - March 2015
Job Senior Vice President
Industry Financial Services
Experience
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
F-Squared Investments October 2013 - March 2015
The Newport Group February 2013 - October 2013
Fidelity Investments December 2010 - January 2013
Ivy Funds March 2005 - October 2010
Nationwide Financial October 2002 - March 2005
Ameriprise Financial Services, Inc. December 2001 - June 2002
J-Byte Electronics Inc August 2000 - November 2001
Flanagan's Beach Bar and Grill January 2000 - December 2000
Skills
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement Planning, Retirement, Investments, Series 7, Fixed Annuities, Life Insurance, Series 65, Asset Allocation, Financial Advisory, Investment Advisory, Defined Contribution, Financial Services, Wealth Management, Investment Strategies, Uniform Combined State..., Separately Managed..., Financial Planners, Qualified Retirement..., Retirement Plan..., Defined Benefit, Variable Annuities, Alternative Investments, FINRA, Pensions, Profit Sharing, Series 24, Securities, Financial Planning, Sales
Education
The Ohio State University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Financial Planning and Services
American Intercontinental University
Brendan McCarthy's F-Squared Investments Experience July 2010 - July 2015
Job Director, National Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
F-Squared Investments July 2010 - July 2015
Putnam Investments 1994 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Masters of Business Administration
Saint Joseph's College 1991 — 1995
Bachelors of Science, Business Administration
Boston College High Scool
TIAA-CREF July 2015 - Present
F-Squared Investments July 2010 - July 2015
Putnam Investments 1994 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Masters of Business Administration
Saint Joseph's College 1991 — 1995
Bachelors of Science, Business Administration
Boston College High Scool
Shruti Manglik, CPA's F-Squared Investments Experience June 2014 - June 2015
Job Experienced Audit & Risk Professional
Industry Information Technology and Services
Experience
F-Squared Investments June 2014 - June 2015
Akamai Technologies 2007 - 2013
Sun Life Financial 2004 - 2007
John Hancock Financial Services 2001 - 2004
Johnson & Johnson 2000 - 2001
Arthur Andersen & Co. 1996 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Enterprise Risk..., Finance, Financial Reporting, Revenue Recognition, Accounting, Business Process..., Risk Management, US GAAP, SEC filings, IT Audit, Risk Assessment, Audit, Financial Audits, Management, Financial Analysis, Internal Controls, Process Improvement
Education
Bentley University 1994 — 1996
MSA, Accounting & Taxation
University of Jhansi 1988 — 1990
Master of Business Administration (MBA), Marketing
Delhi University 1986 — 1988
Bachelor of Science (BS), Biology, 3.70
F-Squared Investments June 2014 - June 2015
Akamai Technologies 2007 - 2013
Sun Life Financial 2004 - 2007
John Hancock Financial Services 2001 - 2004
Johnson & Johnson 2000 - 2001
Arthur Andersen & Co. 1996 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing, Enterprise Risk..., Finance, Financial Reporting, Revenue Recognition, Accounting, Business Process..., Risk Management, US GAAP, SEC filings, IT Audit, Risk Assessment, Audit, Financial Audits, Management, Financial Analysis, Internal Controls, Process Improvement
Education
Bentley University 1994 — 1996
MSA, Accounting & Taxation
University of Jhansi 1988 — 1990
Master of Business Administration (MBA), Marketing
Delhi University 1986 — 1988
Bachelor of Science (BS), Biology, 3.70
Anna Sereiko's F-Squared Investments Experience September 2007 - August 2011
Job Director of Finance & Administration specializing in privately held companies
Industry Accounting
Experience
Cambridge Family Enterprise Group May 2015 - Present
Provider Group March 2012 - February 2015
Listen Inc. May 2006 - April 2012
F-Squared Investments September 2007 - August 2011
Elite Media Solutions January 2009 - September 2009
BSG Team Ventures Boston Search Group, Inc. April 2005 - March 2007
Duchossois Industries, Inc. September 1987 - April 1991
Edens Broadcasting January 1985 - September 1987
Century Broadcasting June 1983 - January 1985
Price Waterhouse July 1981 - June 1983
Skills
Accounting systems, Financial Reporting, Key Performance..., Internal Control..., Operating Budgets, Strategic Financial..., Operations Management, IT Management, Cash Management
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
B.S. Accountancy, Accounting and Auditing
Cambridge Family Enterprise Group May 2015 - Present
Provider Group March 2012 - February 2015
Listen Inc. May 2006 - April 2012
F-Squared Investments September 2007 - August 2011
Elite Media Solutions January 2009 - September 2009
BSG Team Ventures Boston Search Group, Inc. April 2005 - March 2007
Duchossois Industries, Inc. September 1987 - April 1991
Edens Broadcasting January 1985 - September 1987
Century Broadcasting June 1983 - January 1985
Price Waterhouse July 1981 - June 1983
Skills
Accounting systems, Financial Reporting, Key Performance..., Internal Control..., Operating Budgets, Strategic Financial..., Operations Management, IT Management, Cash Management
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
B.S. Accountancy, Accounting and Auditing
Richard B. Weed, CFA's F-Squared Investments Experience September 2011 - July 2015
Job Senior Vice President at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2015 - Present
F-Squared Investments September 2011 - July 2015
Vernon Square Capital LLC January 2009 - December 2010
Putnam Investments December 2000 - December 2008
State Street Global Advisors March 1993 - December 2000
Skills
Capital, Equities, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Emerging Markets, Investment Strategies, Asset Allocation, Investments, Bloomberg, Mutual Funds, Asset Managment, Quantitative Finance, Venture Capital, Securities, Structured Products, Options, Investment Advisory, Capital Markets, Financial Markets, Portfolio Optimization, Investment Banking, ETFs, Series 63, Trading, Asset Management, Trading Systems, Financial Modeling, Bonds, Fund Of Funds, Derivatives, Institutional..., Global Macro, Series 7, Financial Services, Wealth Management, Fixed Income, Quantitative Analytics, Private Equity, Equity Research, Equity Trading, Equity Derivatives, Electronic Trading, Valuation, Equity Valuation, Hedging, Market Risk, Separately Managed..., Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Finance
Northeastern University 1986 — 1989
MS, Chem. Eng
Worcester Polytechnic Institute 1981 — 1985
BS, Chem. Eng
Marblehead High School 1979 — 1981
Mackenzie Investments July 2015 - Present
F-Squared Investments September 2011 - July 2015
Vernon Square Capital LLC January 2009 - December 2010
Putnam Investments December 2000 - December 2008
State Street Global Advisors March 1993 - December 2000
Skills
Capital, Equities, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Emerging Markets, Investment Strategies, Asset Allocation, Investments, Bloomberg, Mutual Funds, Asset Managment, Quantitative Finance, Venture Capital, Securities, Structured Products, Options, Investment Advisory, Capital Markets, Financial Markets, Portfolio Optimization, Investment Banking, ETFs, Series 63, Trading, Asset Management, Trading Systems, Financial Modeling, Bonds, Fund Of Funds, Derivatives, Institutional..., Global Macro, Series 7, Financial Services, Wealth Management, Fixed Income, Quantitative Analytics, Private Equity, Equity Research, Equity Trading, Equity Derivatives, Electronic Trading, Valuation, Equity Valuation, Hedging, Market Risk, Separately Managed..., Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Finance
Northeastern University 1986 — 1989
MS, Chem. Eng
Worcester Polytechnic Institute 1981 — 1985
BS, Chem. Eng
Marblehead High School 1979 — 1981
Dawn Darnell, CPA's F-Squared Investments Experience June 2014 - Present
Job Senior Vice President, Controller at FSquared Investments
Industry Accounting
Experience
F-Squared Investments June 2014 - Present
Katz, Nannis + Solomon, P.C. August 2007 - June 2014
Mottle McGrath Braney & Flynn, P.C. February 1996 - June 2007
Fabtron 1988 - 1994
Skills
Auditing, Accounting, CPA, Tax Preparation, Tax, Financial Reporting, QuickBooks, Financial Accounting, Revenue Recognition, Corporate Tax, Tax Returns, Income Tax, GAAP, Internal Controls, CFOs, Venture Capital, Financial Audits, General Ledger, Strategic Financial..., Sarbanes-Oxley Act, Financial Statements, Cash Flow Forecasting, Financial Analysis, Partnership Taxation, US GAAP
Education
Bentley University
BS, Accounting
F-Squared Investments June 2014 - Present
Katz, Nannis + Solomon, P.C. August 2007 - June 2014
Mottle McGrath Braney & Flynn, P.C. February 1996 - June 2007
Fabtron 1988 - 1994
Skills
Auditing, Accounting, CPA, Tax Preparation, Tax, Financial Reporting, QuickBooks, Financial Accounting, Revenue Recognition, Corporate Tax, Tax Returns, Income Tax, GAAP, Internal Controls, CFOs, Venture Capital, Financial Audits, General Ledger, Strategic Financial..., Sarbanes-Oxley Act, Financial Statements, Cash Flow Forecasting, Financial Analysis, Partnership Taxation, US GAAP
Education
Bentley University
BS, Accounting
Paul Gamble's F-Squared Investments Experience May 2013 - March 2015
Job Executive Vice President, Distribution & Institutional Services at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2015 - Present
F-Squared Investments May 2013 - March 2015
Financial Engines 2000 - April 2013
Scudder Investments 1998 - 2000
Fidelity Investments 1991 - 1998
Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits
Education
The College of Wooster
Financial Engines March 2015 - Present
F-Squared Investments May 2013 - March 2015
Financial Engines 2000 - April 2013
Scudder Investments 1998 - 2000
Fidelity Investments 1991 - 1998
Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits
Education
The College of Wooster
Dennis Follmer's F-Squared Investments Experience June 2012 - September 2015
Job Managing Director, Portfolio Management
Industry Investment Management
Experience
Broadmeadow Capital September 2015 - Present
F-Squared Investments June 2012 - September 2015
BSE Management, LLC (Oceanwood Capital Private Equity Affiliate) 2009 - 2010
Oceanwood Capital Management 2006 - 2010
Tudor Investment Corporation 2004 - 2006
The NorthBridge Group 1999 - 2004
Barclays Capital 1997 - 1999
McDonald & Company Securities 1992 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Asset Management, Investments, Special Situations, Event Driven
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
Miami University 1988 — 1992
B.S., Finance
Broadmeadow Capital September 2015 - Present
F-Squared Investments June 2012 - September 2015
BSE Management, LLC (Oceanwood Capital Private Equity Affiliate) 2009 - 2010
Oceanwood Capital Management 2006 - 2010
Tudor Investment Corporation 2004 - 2006
The NorthBridge Group 1999 - 2004
Barclays Capital 1997 - 1999
McDonald & Company Securities 1992 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Asset Management, Investments, Special Situations, Event Driven
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
Miami University 1988 — 1992
B.S., Finance
Ryan Wellman, CFA's F-Squared Investments Experience March 2013 - Present
Job Vice President, Strategic Partnerships at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments March 2013 - Present
Harvard Management Company July 2012 - February 2013
Harvard Management Company February 2011 - June 2012
Education
Stonehill College 2005 — 2009
Economics, Finance
F-Squared Investments March 2013 - Present
Harvard Management Company July 2012 - February 2013
Harvard Management Company February 2011 - June 2012
Education
Stonehill College 2005 — 2009
Economics, Finance
Jeffrey Megar's F-Squared Investments Experience September 2014 - March 2015
Job Senior Investment Professional with Product and Portfolio Managment Experience
Industry Investment Management
Experience
F-Squared Investments September 2014 - March 2015
STATE STREET GLOBAL ADVISORS 2007 - 2012
FORTIS INVESTMENT MANAGEMENT CO., INC 2005 - 2007
CYPRESSTREE INVESTMENT MGMT. CO., INC 2001 - 2005
PROSPECT STREET INVESTMENT MANAGEMENT 1996 - 2001
Skills
Fixed Income, High Yield, Leveraged Finance, Bonds, Portfolio Management, Bloomberg, Asset Managment, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Derivatives, Investment Research, Financial Services, Finance, Proprietary Trading, Separately Managed..., Asset Management, Trading
Education
Northeastern University
Master of Business Administration, Financial Management
Framingham State University
Bachelor of Arts, Business Economics
F-Squared Investments September 2014 - March 2015
STATE STREET GLOBAL ADVISORS 2007 - 2012
FORTIS INVESTMENT MANAGEMENT CO., INC 2005 - 2007
CYPRESSTREE INVESTMENT MGMT. CO., INC 2001 - 2005
PROSPECT STREET INVESTMENT MANAGEMENT 1996 - 2001
Skills
Fixed Income, High Yield, Leveraged Finance, Bonds, Portfolio Management, Bloomberg, Asset Managment, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Derivatives, Investment Research, Financial Services, Finance, Proprietary Trading, Separately Managed..., Asset Management, Trading
Education
Northeastern University
Master of Business Administration, Financial Management
Framingham State University
Bachelor of Arts, Business Economics
John J. Harrington, CFA's F-Squared Investments Experience December 2010 - June 2015
Job Investment Specialist LMCG Investments
Industry Investment Management
Experience
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
F-Squared Investments December 2010 - June 2015
LMCG Investments 2015 - 2015
LMCG Investments 2015 - 2015
Rampart Investment Management May 2007 - October 2010
Schroder Investment Management December 2004 - May 2007
Wellington Management 1995 - 2004
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Michigan 1975 — 1977
AB, English, Economics
Alan Dunaway's F-Squared Investments Experience November 2012 - Present
Job Sr. Vice President at FSquared
Industry Financial Services
Experience
F-Squared Investments November 2012 - Present
Huntington National Bank January 2011 - November 2012
Pinnacle Financial Partners June 2009 - January 2011
First Mercantile Trust Company November 2003 - June 2009
FMT Capital November 2003 - June 2009
Russell Investments December 2002 - November 2003
Laurel Capital Advisors 1995 - 2002
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Securities, Series 7, Portfolio Management, Financial Services, 401k, Retirement, Equities, Investment Advisory
Education
The University of Memphis 1985 — 1986
Master of Business Administration (M.B.A.), Finance
The University of Memphis 1980 — 1984
Bachelor’s Degree, Finance
F-Squared Investments November 2012 - Present
Huntington National Bank January 2011 - November 2012
Pinnacle Financial Partners June 2009 - January 2011
First Mercantile Trust Company November 2003 - June 2009
FMT Capital November 2003 - June 2009
Russell Investments December 2002 - November 2003
Laurel Capital Advisors 1995 - 2002
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investments, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Securities, Series 7, Portfolio Management, Financial Services, 401k, Retirement, Equities, Investment Advisory
Education
The University of Memphis 1985 — 1986
Master of Business Administration (M.B.A.), Finance
The University of Memphis 1980 — 1984
Bachelor’s Degree, Finance
Brendan Coleman's F-Squared Investments Experience April 2014 - July 2015
Job Internal Distribution Group at Windhaven Investment Management, Inc.
Industry Wholesale
Experience
Windhaven Investment Management, Inc. August 2015 - Present
F-Squared Investments April 2014 - July 2015
Pioneer Investments December 2012 - April 2014
RS Investments July 2009 - December 2012
BlackRock March 2008 - January 2009
BlackRock April 2005 - March 2008
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Securities, Asset Managment, Separately Managed..., Equities, Portfolio Management, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, 401k, Sales Presentations, Sales
Education
University of Massachusetts, Amherst 2000 — 2005
ECON, ECON
Arlington
Windhaven Investment Management, Inc. August 2015 - Present
F-Squared Investments April 2014 - July 2015
Pioneer Investments December 2012 - April 2014
RS Investments July 2009 - December 2012
BlackRock March 2008 - January 2009
BlackRock April 2005 - March 2008
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Securities, Asset Managment, Separately Managed..., Equities, Portfolio Management, Investment Management, Fixed Income, Asset Allocation, Investment Strategies, Retirement Planning, Asset Management, 401k, Sales Presentations, Sales
Education
University of Massachusetts, Amherst 2000 — 2005
ECON, ECON
Arlington
Kara Brown's F-Squared Investments Experience April 2013 - July 2015
Job Regulatory Compliance Counsel
Industry Investment Management
Experience
F-Squared Investments April 2013 - July 2015
Gordon Brothers Group April 2012 - December 2012
Glenview Capital August 2007 - March 2012
Skills
Private Equity
Education
Brooklyn Law School 2002 — 2005
J.D., Law
University of Massachusetts, Amherst 1999 — 2002
B.S., Economics
F-Squared Investments April 2013 - July 2015
Gordon Brothers Group April 2012 - December 2012
Glenview Capital August 2007 - March 2012
Skills
Private Equity
Education
Brooklyn Law School 2002 — 2005
J.D., Law
University of Massachusetts, Amherst 1999 — 2002
B.S., Economics
Langton (Tony) Garvin, CFA's F-Squared Investments Experience 2013 - 2015
Job Experienced investment professional with record of success in research, portfolio management and business development
Industry Investment Management
Experience
F-Squared Investments 2013 - 2015
First Quadrant 2012 - 2012
Franklin Portfolio Associates / Mellon Capital Management 2004 - 2011
Batterymarch Financial Management 2001 - 2004
Grantham Mayo Van Otterloo (GMO) 1996 - 2001
Nichols Research Corporation 1986 - 1996
Education
Massachusetts Institute of Technology 1991 — 1992
Post-Graduate Coursework, Quantum Statistical Physics
University of Massachusetts, Amherst 1981 — 1986
MS, Physics
Skidmore College 1973 — 1977
BS, Business
F-Squared Investments 2013 - 2015
First Quadrant 2012 - 2012
Franklin Portfolio Associates / Mellon Capital Management 2004 - 2011
Batterymarch Financial Management 2001 - 2004
Grantham Mayo Van Otterloo (GMO) 1996 - 2001
Nichols Research Corporation 1986 - 1996
Education
Massachusetts Institute of Technology 1991 — 1992
Post-Graduate Coursework, Quantum Statistical Physics
University of Massachusetts, Amherst 1981 — 1986
MS, Physics
Skidmore College 1973 — 1977
BS, Business
Rich Block's F-Squared Investments Experience July 2013 - July 2015
Job SVP FSquared Invetments
Industry Financial Services
Experience
F-Squared Investments July 2013 - July 2015
QuantShares April 2010 - May 2013
Putnam 1998 - 2009
Morgan Stanley 1988 - 1998
Skills
Equities, Series 7, Alternative Investments, Series 63, Mutual Funds, Bloomberg, ETFs, Equity Trading, Asset Managment, Securities, Derivatives, Investments, Trading Systems, Asset Allocation, Capital Markets, FINRA, Trading, Options, Portfolio Management, Equity Derivatives, Trading Strategies
Education
N.Y.U. Business School 1983 — 1985
Finance, General
State University of New York at Albany 1975 — 1979
B.S., Business
Jerich High School
Jerich High School
F-Squared Investments July 2013 - July 2015
QuantShares April 2010 - May 2013
Putnam 1998 - 2009
Morgan Stanley 1988 - 1998
Skills
Equities, Series 7, Alternative Investments, Series 63, Mutual Funds, Bloomberg, ETFs, Equity Trading, Asset Managment, Securities, Derivatives, Investments, Trading Systems, Asset Allocation, Capital Markets, FINRA, Trading, Options, Portfolio Management, Equity Derivatives, Trading Strategies
Education
N.Y.U. Business School 1983 — 1985
Finance, General
State University of New York at Albany 1975 — 1979
B.S., Business
Jerich High School
Jerich High School
A.J. Nary's F-Squared Investments Experience July 2013 - Present
Job Senior Trader at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments July 2013 - Present
Windward Investment Management/ Windhaven Investment Management February 2007 - June 2013
Miller Brewing Company June 2005 - February 2007
Boston College February 2002 - September 2003
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Finance, Asset Management, Management, Bloomberg, ETFs
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Masters of Business Administration, Corporate Finance
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Bachelors of Science, Finance
Belmont Hill
F-Squared Investments July 2013 - Present
Windward Investment Management/ Windhaven Investment Management February 2007 - June 2013
Miller Brewing Company June 2005 - February 2007
Boston College February 2002 - September 2003
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Finance, Asset Management, Management, Bloomberg, ETFs
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
Masters of Business Administration, Corporate Finance
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Bachelors of Science, Finance
Belmont Hill
G. Andrew Conway's F-Squared Investments Experience March 2015 - Present
Job Principal at Charles Carroll Financial Partners
Industry Financial Services
Experience
Charles Carroll Financial Partners July 2015 - Present
F-Squared Investments March 2015 - Present
F-Squared Investments June 2013 - Present
Evangelical Catholic June 2011 - June 2013
Skills
Public Speaking, Campus Ministry, Fundraising, Series 65, Editing, Leadership, Research, Teaching, Volunteer Management
Education
Harvard University 2007 — 2011
BA, Chemsitry
St. Sebastian's School 2000 — 2006
Charles Carroll Financial Partners July 2015 - Present
F-Squared Investments March 2015 - Present
F-Squared Investments June 2013 - Present
Evangelical Catholic June 2011 - June 2013
Skills
Public Speaking, Campus Ministry, Fundraising, Series 65, Editing, Leadership, Research, Teaching, Volunteer Management
Education
Harvard University 2007 — 2011
BA, Chemsitry
St. Sebastian's School 2000 — 2006
Michael Comiskey, CAIA's F-Squared Investments Experience March 2015 - August 2015
Job Investment Research Analyst Alternative Investments at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2015 - Present
F-Squared Investments March 2015 - August 2015
F-Squared Investments March 2013 - February 2015
F-Squared Investments July 2011 - February 2013
Lyra Research September 2010 - April 2011
Skills
Market Research, Bloomberg, Asset Managment, Investments, Competitive Analysis, Portfolio Management, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Equities, Fixed Income, Asset Management, Asset Allocation
Education
Bentley University 2007 — 2011
BS, Economics & Finance
Xaverian Brothers High School 2003 — 2007
Commonwealth Financial Network August 2015 - Present
F-Squared Investments March 2015 - August 2015
F-Squared Investments March 2013 - February 2015
F-Squared Investments July 2011 - February 2013
Lyra Research September 2010 - April 2011
Skills
Market Research, Bloomberg, Asset Managment, Investments, Competitive Analysis, Portfolio Management, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Equities, Fixed Income, Asset Management, Asset Allocation
Education
Bentley University 2007 — 2011
BS, Economics & Finance
Xaverian Brothers High School 2003 — 2007
Scott J. Kearney's F-Squared Investments Experience September 2013 - January 2015
Job Head of Institutional Sales at Delaware Investments
Industry Investment Management
Experience
Delaware Investments January 2015 - Present
F-Squared Investments September 2013 - January 2015
Turner Investments, L.P. 1995 - September 2013
Skills
Alternative Investments, Investment Management, Sales Management, Institutional Sales, Hedge Funds, Global Marketing, Equities
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Business Administration, Finance and Marketing
Delaware Investments January 2015 - Present
F-Squared Investments September 2013 - January 2015
Turner Investments, L.P. 1995 - September 2013
Skills
Alternative Investments, Investment Management, Sales Management, Institutional Sales, Hedge Funds, Global Marketing, Equities
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Business Administration, Finance and Marketing
Dan Chambers, CIMA®'s F-Squared Investments Experience March 2014 - March 2015
Job Vice President Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Nuveen Investments August 2015 - Present
F-Squared Investments March 2014 - March 2015
Wells Fargo Advisors, LLC July 2008 - March 2014
Virtus Investment Partners October 2006 - July 2008
John Hancock Funds May 2003 - October 2006
INVESCO March 2002 - May 2003
J&W Seligman September 1999 - March 2002
Van Kampen Investments March 1997 - September 1999
Milliken & Company May 1990 - March 1997
Skills
Mutual Funds, Alternative Investments, Wealth Management, Separately Managed..., ETFs, Coaching, Practice Management, Series 7, Investments, Asset Allocation, Series 63, Asset Management, Securities
Education
Western Illinois University 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
Justin Jeremie's F-Squared Investments Experience July 2014 - Present
Job Web Application Developer at FSquared Investments
Industry Banking
Experience
F-Squared Investments July 2014 - Present
Techinal Skills Sharing Group April 2014 - Present
Sole contributor October 2013 - Present
JPMorgan Chase January 2010 - July 2013
JPMorgan Chase March 2005 - December 2009
JPMorgan Chase September 2000 - March 2005
Eastman Software June 1998 - September 2000
Imagery Software July 1995 - June 1998
Skills
ASP.NET MVC 4, ASP.NET Web API, SignalR, jQuery, KnockoutJS, Agile Methodologies, SQL, Software Development, ASP.NET MVC, Java Enterprise Edition, Subversion, Scrum, SDLC, Software Project..., Eclipse, JavaScript, Databases, Java, Oracle
Education
Boston University
B.S, Computer engineering
F-Squared Investments July 2014 - Present
Techinal Skills Sharing Group April 2014 - Present
Sole contributor October 2013 - Present
JPMorgan Chase January 2010 - July 2013
JPMorgan Chase March 2005 - December 2009
JPMorgan Chase September 2000 - March 2005
Eastman Software June 1998 - September 2000
Imagery Software July 1995 - June 1998
Skills
ASP.NET MVC 4, ASP.NET Web API, SignalR, jQuery, KnockoutJS, Agile Methodologies, SQL, Software Development, ASP.NET MVC, Java Enterprise Edition, Subversion, Scrum, SDLC, Software Project..., Eclipse, JavaScript, Databases, Java, Oracle
Education
Boston University
B.S, Computer engineering
Alexandra Post's F-Squared Investments Experience June 2014 - March 2015
Job Internal Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2015 - Present
F-Squared Investments June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Meridian Realty July 2010 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
CRM, Marketing, Social Media Marketing
Education
University of Miami - School of Business 2009 — 2013
B.B.A., Finance, Marketing
Brooks School 2005 — 2009
State Street Global Advisors April 2015 - Present
F-Squared Investments June 2014 - March 2015
Morgan Stanley Wealth Management January 2014 - May 2014
Meridian Realty July 2010 - August 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Skills
CRM, Marketing, Social Media Marketing
Education
University of Miami - School of Business 2009 — 2013
B.B.A., Finance, Marketing
Brooks School 2005 — 2009
William Monahan's F-Squared Investments Experience July 2014 - March 2015
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
F-Squared Investments July 2014 - March 2015
F-Squared Investments June 2013 - July 2014
State Street 2011 - 2013
Skills
Series 65, Investments, Mutual Funds, Portfolio Management, Financial Services, Trading, Risk Management, Sales, Series 7, Bloomberg, Series 63, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Hingham High School
BlackRock June 2015 - Present
F-Squared Investments July 2014 - March 2015
F-Squared Investments June 2013 - July 2014
State Street 2011 - 2013
Skills
Series 65, Investments, Mutual Funds, Portfolio Management, Financial Services, Trading, Risk Management, Sales, Series 7, Bloomberg, Series 63, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Economics
Hingham High School
Cailey Colantuno's F-Squared Investments Experience February 2015 - May 2015
Job Senior Compliance Analyst at Bain Capital
Industry Investment Management
Experience
Bain Capital June 2015 - Present
F-Squared Investments February 2015 - May 2015
F-Squared Investments June 2012 - January 2015
F-Squared Investments December 2010 - June 2012
Education
Cornell University 2006 — 2010
B.A.
Bain Capital June 2015 - Present
F-Squared Investments February 2015 - May 2015
F-Squared Investments June 2012 - January 2015
F-Squared Investments December 2010 - June 2012
Education
Cornell University 2006 — 2010
B.A.
Bryce Stocks's F-Squared Investments Experience January 2013 - June 2013
Job Equity Investment Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
GMO January 2014 - June 2014
F-Squared Investments January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Management Major, Economics Minor
Lawrence Academy 2007 — 2011
Credit Suisse July 2015 - Present
GMO January 2014 - June 2014
F-Squared Investments January 2013 - June 2013
Education
Northeastern University 2011 — 2016
Bachelor of Science in Business Administration (BSBA), Finance and Management Major, Economics Minor
Lawrence Academy 2007 — 2011
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY