Family Management Corporation
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Family Management Corporation Employees
Employee
Years
Job
Industry
Christopher Sosa, CFP® Christopher Sosa, CFP®'s Family Management Corporation Experience March 2006 - October 2010
Job Financial Advisor at VALIC
Industry Investment Management
Experience
VALIC January 2014 - Present
Sterling Stamos October 2010 - December 2013
Phi Kappa Phi 2011 - 2013
Family Management Corporation March 2006 - October 2010
HSBC Bank November 2004 - March 2006
Alliance-Capital September 2003 - November 2004
Skills
Investment Management, Asset Allocation, Investments, Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Fund Of Funds, Series 63, Due Diligence, Alternative Investments, Financial Modeling, Equities, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, MBA, Certified Financial..., social security benefits
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Randolph-Macon College 1999 — 2003
Bachelor of Arts; MBA, Business and Economics
VALIC January 2014 - Present
Sterling Stamos October 2010 - December 2013
Phi Kappa Phi 2011 - 2013
Family Management Corporation March 2006 - October 2010
HSBC Bank November 2004 - March 2006
Alliance-Capital September 2003 - November 2004
Skills
Investment Management, Asset Allocation, Investments, Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Fund Of Funds, Series 63, Due Diligence, Alternative Investments, Financial Modeling, Equities, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, MBA, Certified Financial..., social security benefits
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Randolph-Macon College 1999 — 2003
Bachelor of Arts; MBA, Business and Economics
Rebecca Balkin Rebecca Balkin's Family Management Corporation Experience November 2008 - December 2008
Job Administrative Manager at Columbia University
Industry Higher Education
Experience
Columbia University July 2013 - Present
Columbia University August 2009 - June 2013
Tri-Star Construction Company January 2009 - August 2009
Family Management Corporation November 2008 - December 2008
Harvard University August 2005 - July 2008
Skills
Event Management, Program Management, Office Management, Department Budgeting, Executive Support, Time Management, Microsoft Office, Customer Service, Organization, Purchasing, Prioritize Workload, Web Content, Client Relations Skills, Report Writing, Management
Education
Tufts University 2001 — 2005
Bachelor of Arts (BA), Sociology
Columbia University July 2013 - Present
Columbia University August 2009 - June 2013
Tri-Star Construction Company January 2009 - August 2009
Family Management Corporation November 2008 - December 2008
Harvard University August 2005 - July 2008
Skills
Event Management, Program Management, Office Management, Department Budgeting, Executive Support, Time Management, Microsoft Office, Customer Service, Organization, Purchasing, Prioritize Workload, Web Content, Client Relations Skills, Report Writing, Management
Education
Tufts University 2001 — 2005
Bachelor of Arts (BA), Sociology
Lisa Scarsella Lisa Scarsella's Family Management Corporation Experience July 2011 - November 2011
Job Human Resources Administrative Assistant at Keevily Spero Whitelaw, Inc.
Industry Retail
Experience
Keevily Spero Whitelaw, Inc. June 2015 - Present
North Salem High School December 2014 - May 2015
Katonah Lewisboro School District May 2014 - December 2014
Rebecca Taylor May 2012 - December 2013
Family Management Corporation July 2011 - November 2011
J. Scarsella Landscape Design & Development, Inc. March 1991 - July 2011
American National Can Company September 1981 - January 1991
Skills
Dependable Team Player, Communication, Organized Multi-tasker, Excellent Communication..., Human Resources, Customer Service, Professional Demeanor, Management Skills, Recruiting, Leadership, Retail, Fashion, Marketing, Sales, Management, Merchandising
Education
Berkeley College 1977 — 1979
Associate's degree, Fashion Marketing and Management
Keevily Spero Whitelaw, Inc. June 2015 - Present
North Salem High School December 2014 - May 2015
Katonah Lewisboro School District May 2014 - December 2014
Rebecca Taylor May 2012 - December 2013
Family Management Corporation July 2011 - November 2011
J. Scarsella Landscape Design & Development, Inc. March 1991 - July 2011
American National Can Company September 1981 - January 1991
Skills
Dependable Team Player, Communication, Organized Multi-tasker, Excellent Communication..., Human Resources, Customer Service, Professional Demeanor, Management Skills, Recruiting, Leadership, Retail, Fashion, Marketing, Sales, Management, Merchandising
Education
Berkeley College 1977 — 1979
Associate's degree, Fashion Marketing and Management
Dustin Thomas Dustin Thomas's Family Management Corporation Experience May 2011 - August 2011
Job Assurance Associate at McGladrey
Industry Financial Services
Experience
McGladrey October 2014 - Present
Habitat Real Estate Developers September 2012 - April 2013
The Peninsular Chapter of Alpha Delta Phi January 2012 - May 2012
Family Management Corporation May 2011 - August 2011
The Peninsular Chapter of Alpha Delta Phi November 2010 - April 2011
The Peninsular Chapter of Alpha Delta Phi August 2010 - October 2010
Skills
Microsoft Excel, Economic Research, Data Analysis, Microsoft Word, Financial Analysis, Analysis
Education
Rutgers Business School 2013 — 2014
Master of Business Administration (MBA), Professional Accounting
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
McGladrey October 2014 - Present
Habitat Real Estate Developers September 2012 - April 2013
The Peninsular Chapter of Alpha Delta Phi January 2012 - May 2012
Family Management Corporation May 2011 - August 2011
The Peninsular Chapter of Alpha Delta Phi November 2010 - April 2011
The Peninsular Chapter of Alpha Delta Phi August 2010 - October 2010
Skills
Microsoft Excel, Economic Research, Data Analysis, Microsoft Word, Financial Analysis, Analysis
Education
Rutgers Business School 2013 — 2014
Master of Business Administration (MBA), Professional Accounting
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
Alexander Lynn Alexander Lynn's Family Management Corporation Experience August 2013 - September 2013
Job President at True Blue Candy Cane Company
Industry Food Production
Experience
True Blue Candy Cane Company December 2009 - June 2015
Chrysler Group LLC May 2014 - October 2014
Fluent Grp October 2013 - October 2013
Family Management Corporation August 2013 - September 2013
Perfect Building Maintenance June 2011 - July 2011
Skills
Cooking, Entrepreneurship, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Leadership, Event Planning, Management, Time Management, Event Management, Research, Public Speaking
Education
University of Miami 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Browning School 1996 — 2009
True Blue Candy Cane Company December 2009 - June 2015
Chrysler Group LLC May 2014 - October 2014
Fluent Grp October 2013 - October 2013
Family Management Corporation August 2013 - September 2013
Perfect Building Maintenance June 2011 - July 2011
Skills
Cooking, Entrepreneurship, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Leadership, Event Planning, Management, Time Management, Event Management, Research, Public Speaking
Education
University of Miami 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Browning School 1996 — 2009
Seymour Zises Seymour Zises's Family Management Corporation Experience September 1989 - Present
Job President and Chief Executive Officer at Family Management Corporation
Industry Investment Management
Experience
Family Management Corporation September 1989 - Present
Family Management Securities, LLC February 1998 - Present
President and Chief Executive Officer September 1989 - Present
Education
New York University
Bachelor's Degree, Political Science
Family Management Corporation September 1989 - Present
Family Management Securities, LLC February 1998 - Present
President and Chief Executive Officer September 1989 - Present
Education
New York University
Bachelor's Degree, Political Science
Christina (Manna) Servia, CAIA's Family Management Corporation Experience August 2013 - Present
Job Vice President of Operations, Alternative Investments at Family Management Corporation
Industry Investment Management
Experience
Family Management Corporation August 2013 - Present
Family Management Corporation January 2008 - July 2013
Family Management Corporation December 2004 - January 2008
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance, General, 3.7
Family Management Corporation August 2013 - Present
Family Management Corporation January 2008 - July 2013
Family Management Corporation December 2004 - January 2008
Education
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
Bachelor of Science (B.S.), Finance, General, 3.7
Nina Shaw, CFA Nina Shaw, CFA's Family Management Corporation Experience October 2003 - December 2008
Job at Shaw Advisors LLC
Industry Investment Management
Experience
Shaw Advisors LLC January 2010 - Present
Family Management Corporation October 2003 - December 2008
AllianceBernstein October 2000 - October 2003
Sanford C. Bernstein January 1998 - October 2000
Education
Binghamton University 1993 — 1997
BS with Honors, Economics
Shaw Advisors LLC January 2010 - Present
Family Management Corporation October 2003 - December 2008
AllianceBernstein October 2000 - October 2003
Sanford C. Bernstein January 1998 - October 2000
Education
Binghamton University 1993 — 1997
BS with Honors, Economics
Gail Carmody Gail Carmody's Family Management Corporation Experience June 2015 - Present
Job Chief Operating Officer at Family Management Corporation
Industry Investment Management
Experience
Family Management Corporation June 2015 - Present
Barclays September 2012 - September 2014
Barclays Wealth June 2010 - September 2012
Barclays Capital (Post Lehman Bros. Acquisition) April 2009 - June 2010
Barclays Capital April 2006 - April 2009
Barclays Capital September 1998 - April 2006
Skills
Risk Management, Management, Investment Banking, Capital Markets, Equities, Portfolio Management, Budgets, Strategic Financial..., Banking, Financial Services, Financial Risk, Finance, Derivatives, Credit, Investments, Trading, Financial Planning, Business Management, Private Equity, Vendor Management, Compliance, Hedge Funds, Control Theory, Governance, Control, Budgeting
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Manchester
BA (Hons), Economics and Social Studies
Family Management Corporation June 2015 - Present
Barclays September 2012 - September 2014
Barclays Wealth June 2010 - September 2012
Barclays Capital (Post Lehman Bros. Acquisition) April 2009 - June 2010
Barclays Capital April 2006 - April 2009
Barclays Capital September 1998 - April 2006
Skills
Risk Management, Management, Investment Banking, Capital Markets, Equities, Portfolio Management, Budgets, Strategic Financial..., Banking, Financial Services, Financial Risk, Finance, Derivatives, Credit, Investments, Trading, Financial Planning, Business Management, Private Equity, Vendor Management, Compliance, Hedge Funds, Control Theory, Governance, Control, Budgeting
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Manchester
BA (Hons), Economics and Social Studies
Ryan Tucker's Family Management Corporation Experience May 2013 - June 2013
Job Director, Business Development at M. Cary, Inc.
Industry Construction
Experience
M. Cary, Inc. September 2009 - Present
Post Acute Partners June 2015 - August 2015
Adams & Company Real Estate, LLC May 2014 - August 2014
The Gilbert Group Real Estate March 2014 - May 2014
Family Management Corporation May 2013 - June 2013
Plainview Police Athletic League October 2008 - April 2013
Skills
Social Media, PowerPoint, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Photoshop, Research, Organization, Leadership, Real Estate, Fundraising, Communication, Facebook, Marketing, Strategy, Social Networking, Management, Time Management, Xceligent, CoStar, Canvassing, Cold Calling
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration, Real Estate
Plainview-Old Bethpage John F. Kennedy High School 2008 — 2012
M. Cary, Inc. September 2009 - Present
Post Acute Partners June 2015 - August 2015
Adams & Company Real Estate, LLC May 2014 - August 2014
The Gilbert Group Real Estate March 2014 - May 2014
Family Management Corporation May 2013 - June 2013
Plainview Police Athletic League October 2008 - April 2013
Skills
Social Media, PowerPoint, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Photoshop, Research, Organization, Leadership, Real Estate, Fundraising, Communication, Facebook, Marketing, Strategy, Social Networking, Management, Time Management, Xceligent, CoStar, Canvassing, Cold Calling
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Bachelor of Science in Business Administration, Real Estate
Plainview-Old Bethpage John F. Kennedy High School 2008 — 2012
Phillip Yoon Phillip Yoon's Family Management Corporation Experience June 2014 - July 2014
Job Student at University of Michigan College of Engineering
Industry Financial Services
Experience
Paul Hastings June 2015 - August 2015
Family Management Corporation June 2014 - July 2014
Skills
SQL, Bloomberg Certified, VBA, Microsoft Excel, Regression Analysis, Linear Programming, Monte Carlo Simulation, Numerical Simulation, Data Mining, Minitab, Microsoft Office, Axys Advent, Marketing, Event Planning
Education
University of Michigan College of Engineering 2012 — 2016
Bachelor’s Degree, Industrial Engineering, 3.76
Shanghai Jiao Tong University 2013 — 2013
Undergraduate Engineering Summer Program, Mechanical Engineering
Bergen Catholic High School 2008 — 2012
High School Diploma
Paul Hastings June 2015 - August 2015
Family Management Corporation June 2014 - July 2014
Skills
SQL, Bloomberg Certified, VBA, Microsoft Excel, Regression Analysis, Linear Programming, Monte Carlo Simulation, Numerical Simulation, Data Mining, Minitab, Microsoft Office, Axys Advent, Marketing, Event Planning
Education
University of Michigan College of Engineering 2012 — 2016
Bachelor’s Degree, Industrial Engineering, 3.76
Shanghai Jiao Tong University 2013 — 2013
Undergraduate Engineering Summer Program, Mechanical Engineering
Bergen Catholic High School 2008 — 2012
High School Diploma
Ashley Proscia Ashley Proscia's Family Management Corporation Experience January 2014 - May 2015
Job Associate Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2015 - Present
Family Management Corporation January 2014 - May 2015
Financial Industry Regulatory Authority (FINRA) April 2011 - January 2014
Morgan Stanley December 2010 - April 2011
Huron Consulting Group July 2006 - September 2010
Education
Marist College 2002 — 2006
Bachelors of Science, Business Administration, Finance & Accounting
RBC Capital Markets May 2015 - Present
Family Management Corporation January 2014 - May 2015
Financial Industry Regulatory Authority (FINRA) April 2011 - January 2014
Morgan Stanley December 2010 - April 2011
Huron Consulting Group July 2006 - September 2010
Education
Marist College 2002 — 2006
Bachelors of Science, Business Administration, Finance & Accounting
Vilje Leidsalu's Family Management Corporation Experience October 2011 - Present
Job Executive Assistant at Family Management Corporation
Industry Financial Services
Experience
Family Management Corporation October 2011 - Present
Family Management Corporation September 2011 - October 2011
Highland Self Storage May 2008 - September 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Bachelor of Business Administration, Entrepreneurship
Family Management Corporation October 2011 - Present
Family Management Corporation September 2011 - October 2011
Highland Self Storage May 2008 - September 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Bachelor of Business Administration, Entrepreneurship
Taylor Welsh Taylor Welsh's Family Management Corporation Experience July 2011 - August 2011
Job Capital Markets Summer Analyst
Industry Investment Banking
Experience
Citizens Financial Group, Inc. June 2015 - August 2015
Birch Capital LLC May 2014 - August 2014
TCG Networks October 2013 - May 2014
OneCase - Student-Run Company September 2012 - May 2013
Family Management Corporation July 2011 - August 2011
Skills
Leadership, Social Media, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Social Media Marketing, Microsoft Word, Photoshop, Editing, Entrepreneurship, Management, Real Estate Investment, EB-5 Investment, Financial Analysis
Education
Babson College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Hong Kong Polytechnic University 2014 — 2014
Bachelor's Degree
Lick-Wilmerding High School 2008 — 2012
Citizens Financial Group, Inc. June 2015 - August 2015
Birch Capital LLC May 2014 - August 2014
TCG Networks October 2013 - May 2014
OneCase - Student-Run Company September 2012 - May 2013
Family Management Corporation July 2011 - August 2011
Skills
Leadership, Social Media, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Social Media Marketing, Microsoft Word, Photoshop, Editing, Entrepreneurship, Management, Real Estate Investment, EB-5 Investment, Financial Analysis
Education
Babson College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Hong Kong Polytechnic University 2014 — 2014
Bachelor's Degree
Lick-Wilmerding High School 2008 — 2012
Jared Davidson's Family Management Corporation Experience June 2010 - August 2010
Job Analyst at KKR
Industry Investment Management
Experience
KKR April 2015 - Present
GCM Grosvenor March 2014 - March 2015
Bernstein Global Wealth Management June 2011 - February 2014
H2GoBlue, LLC July 2009 - May 2011
Family Management Corporation June 2010 - August 2010
Skills
Series 7, Series 63, Sales, Hedge Funds, Microsoft Office, Athlete Representation, Asset Management, Wealth Management, Financial Advisory, Investment Management, Equities, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Business Strategy, Financial Modeling
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Economics
KKR April 2015 - Present
GCM Grosvenor March 2014 - March 2015
Bernstein Global Wealth Management June 2011 - February 2014
H2GoBlue, LLC July 2009 - May 2011
Family Management Corporation June 2010 - August 2010
Skills
Series 7, Series 63, Sales, Hedge Funds, Microsoft Office, Athlete Representation, Asset Management, Wealth Management, Financial Advisory, Investment Management, Equities, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Business Strategy, Financial Modeling
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Economics
Isaac Greenberg Isaac Greenberg's Family Management Corporation Experience June 2011 - July 2011
Job Actively Seeking Opportunities in Boston, MA
Industry Internet
Experience
Make Me Famous 2013 - Present
State Street November 2013 - August 2014
Marketing Werks July 2012 - August 2012
Family Management Corporation June 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Research, Outlook, Public Speaking, Microsoft Word, Windows, Editing, Access, Microsoft Excel, English, Photoshop, Bloomberg, Multi-Currency Horizon, Social Media
Education
University of Delaware 2009 — 2013
BA in Economics, Minor in Spanish
Make Me Famous 2013 - Present
State Street November 2013 - August 2014
Marketing Werks July 2012 - August 2012
Family Management Corporation June 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Research, Outlook, Public Speaking, Microsoft Word, Windows, Editing, Access, Microsoft Excel, English, Photoshop, Bloomberg, Multi-Currency Horizon, Social Media
Education
University of Delaware 2009 — 2013
BA in Economics, Minor in Spanish
Hannah Davidson's Family Management Corporation Experience June 2012 - August 2012
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Accounting
Experience
PwC September 2015 - Present
PwC May 2014 - August 2014
Family Management Corporation June 2012 - August 2012
Skills
Word, Microsoft Office, Social Media, Microsoft Excel, Accounting, Facebook, Great communications..., Microsoft Word, Outlook, PowerPoint, Teamwork, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2015
Master of Accounting
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Professional Accounting
PwC September 2015 - Present
PwC May 2014 - August 2014
Family Management Corporation June 2012 - August 2012
Skills
Word, Microsoft Office, Social Media, Microsoft Excel, Accounting, Facebook, Great communications..., Microsoft Word, Outlook, PowerPoint, Teamwork, Time Management
Education
Syracuse University - Martin J. Whitman School of Management 2014 — 2015
Master of Accounting
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Professional Accounting
Russell Katz's Family Management Corporation Experience March 2005 - January 2011
Job General Counsel at DSM Capital Partners
Industry Financial Services
Experience
DSM CAPITAL PARTNERS LLC January 2011 - Present
FAMILY MANAGEMENT CORPORATION March 2005 - January 2011
CREDIT SUISSE ASSET MANAGEMENT July 2000 - March 2005
GOLDMAN SACHS ASSET MANAGEMENT July 1999 - July 2000
OPPENHEIMER & CO. October 1996 - July 1999
NEW YORK STOCK EXCHANGE September 1994 - October 1996
Skills
Securities, Hedge Funds, Corporate Governance, Equities, Investment Management, Risk Management, Fixed Income, Due Diligence, Investments, Alternative Investments, Broker-Dealer, Securities Regulation, AML, Series 7, Series 24, Series 4, Private Placements, Mutual Funds, Private Equity, Asset Managment, Derivatives, Investment Advisory, Capital Markets, Financial Services, Fund Of Funds, Asset Allocation, SEC, Asset Management, FINRA
Education
New York Law School 1994 — 1997
J.D, Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
Bachelors of Arts & Science, International Relations & Psychology
Case Western Reserve University
DSM CAPITAL PARTNERS LLC January 2011 - Present
FAMILY MANAGEMENT CORPORATION March 2005 - January 2011
CREDIT SUISSE ASSET MANAGEMENT July 2000 - March 2005
GOLDMAN SACHS ASSET MANAGEMENT July 1999 - July 2000
OPPENHEIMER & CO. October 1996 - July 1999
NEW YORK STOCK EXCHANGE September 1994 - October 1996
Skills
Securities, Hedge Funds, Corporate Governance, Equities, Investment Management, Risk Management, Fixed Income, Due Diligence, Investments, Alternative Investments, Broker-Dealer, Securities Regulation, AML, Series 7, Series 24, Series 4, Private Placements, Mutual Funds, Private Equity, Asset Managment, Derivatives, Investment Advisory, Capital Markets, Financial Services, Fund Of Funds, Asset Allocation, SEC, Asset Management, FINRA
Education
New York Law School 1994 — 1997
J.D, Finance
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
Bachelors of Arts & Science, International Relations & Psychology
Case Western Reserve University
Daniel Bruk's Family Management Corporation Experience April 2000 - July 2003
Job Head of Markets ComplianceNorth America at Commerzbank AG
Industry Investment Banking
Experience
Commerzbank AG August 2009 - Present
Dresdner Kleinwort May 2007 - August 2009
Royal Bank of Scotland December 2003 - May 2007
Family Management Corporation April 2000 - July 2003
Financial Industry Regulatory Authority (fka, NASD) 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Securities, Capital Markets, Fixed Income, Derivatives, Equities, Banking, Series 7, AML, Financial Markets, Alternative Investments, Series 24, Series 66, Series 4, Dodd-Frank, Structured Finance, Structured Products, FX Options, FX trading, Equity Derivatives, Equity Research, FINRA, Loans, Mergers & Acquisitions, Private Placements, Emerging Markets, Trading, Private Equity
Education
Adelphi University 1996 — 1998
MBA, Business Administration
Michigan State University 1986 — 1991
BA, Finance/Business Administration
Commerzbank AG August 2009 - Present
Dresdner Kleinwort May 2007 - August 2009
Royal Bank of Scotland December 2003 - May 2007
Family Management Corporation April 2000 - July 2003
Financial Industry Regulatory Authority (fka, NASD) 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Securities, Capital Markets, Fixed Income, Derivatives, Equities, Banking, Series 7, AML, Financial Markets, Alternative Investments, Series 24, Series 66, Series 4, Dodd-Frank, Structured Finance, Structured Products, FX Options, FX trading, Equity Derivatives, Equity Research, FINRA, Loans, Mergers & Acquisitions, Private Placements, Emerging Markets, Trading, Private Equity
Education
Adelphi University 1996 — 1998
MBA, Business Administration
Michigan State University 1986 — 1991
BA, Finance/Business Administration
Andrea Tessler's Family Management Corporation Experience September 1989 - Present
Job Managing Director and Chief Operating Officer at Family Management Corporation
Industry Investment Management
Experience
Family Management Corporation September 1989 - Present
Family Management Securities, LLC February 1998 - Present
Forest Hill Capital Corporation September 1989 - Present
Education
Cornell University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Family Management Corporation September 1989 - Present
Family Management Securities, LLC February 1998 - Present
Forest Hill Capital Corporation September 1989 - Present
Education
Cornell University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Jessica Elbert's Family Management Corporation Experience April 2009 - January 2012
Job DVM Candidate at Iowa State University College of Veterinary Medicine
Industry Veterinary
Experience
Iowa State University College of Veterinary Medicine August 2014 - Present
Broadway Animal Hospital of Riverdale March 2012 - May 2014
Bergen County Zoological Park September 2011 - June 2012
Family Management Corporation April 2009 - January 2012
Skills
Microsoft Word, Social Media, Microsoft Office, Public Speaking, Editing, Research, Strategic Planning, Event Planning, Laboratory, Management
Education
Iowa State University 2014 — 2018
Doctor of Veterinary Medicine, Veterinary Medicine
Washington University in St. Louis 1998 — 2002
Bachelor’s Degree, Psychology
Iowa State University College of Veterinary Medicine August 2014 - Present
Broadway Animal Hospital of Riverdale March 2012 - May 2014
Bergen County Zoological Park September 2011 - June 2012
Family Management Corporation April 2009 - January 2012
Skills
Microsoft Word, Social Media, Microsoft Office, Public Speaking, Editing, Research, Strategic Planning, Event Planning, Laboratory, Management
Education
Iowa State University 2014 — 2018
Doctor of Veterinary Medicine, Veterinary Medicine
Washington University in St. Louis 1998 — 2002
Bachelor’s Degree, Psychology
Kyle Reap's Family Management Corporation Experience August 2013 - Present
Job Associate at Family Management Corporation
Industry Investment Management
Experience
Family Management Corporation August 2013 - Present
Private Single Family Office January 2013 - August 2013
Multi-Family Office January 2009 - December 2012
Education
Temple University - Fox School of Business and Management 2003 — 2007
B.S., Finance/Real Estate
Scranton Prep 1999 — 2003
Family Management Corporation August 2013 - Present
Private Single Family Office January 2013 - August 2013
Multi-Family Office January 2009 - December 2012
Education
Temple University - Fox School of Business and Management 2003 — 2007
B.S., Finance/Real Estate
Scranton Prep 1999 — 2003
Seth Baerson's Family Management Corporation Experience June 2007 - June 2009
Job Vice President at Pershing
Industry Investment Management
Experience
Pershing April 2010 - Present
Family Management Corporation June 2007 - June 2009
Pershing LLC 1997 - 2007
Skills
Securities, Series 7, Series 63, Series 24, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
Lehigh University - College of Business and Economics 1993 — 1997
B.S., Finance
Framingham
Pershing April 2010 - Present
Family Management Corporation June 2007 - June 2009
Pershing LLC 1997 - 2007
Skills
Securities, Series 7, Series 63, Series 24, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
Lehigh University - College of Business and Economics 1993 — 1997
B.S., Finance
Framingham
Johnny Lee's Family Management Corporation Experience 2007 - 2007
Job Quantitative Trader
Industry Financial Services
Experience
Chinese Hedge Fund October 2012 - Present
First Empire Securities, Inc July 2011 - July 2012
Broad Street Trading October 2010 - December 2010
Family Management Corporation 2007 - 2007
Skills
Bloomberg, Equities, Options, Hedge Funds, Trading, Derivatives, Fixed Income, Financial Markets, Electronic Trading, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Equity Trading, Alternative Investments, Risk Management, Trading Strategies, VBA, Financial Risk, Quantitative Finance, Trading Systems, Quantitative Investing, Valuation, Quantitative Analytics, Investment Banking, Asset Management, Investments, Equity Derivatives, Commodity, Financial Analysis, Analysis, Finance, Securities, Proprietary Trading, Hedging, Bonds, Bloomberg Terminal, Emerging Markets, Technical Analysis, Traders, Economics, Investment Strategies, Market Risk, Equity Research, Financial Services, R, Mutual Funds, Credit Derivatives, Corporate Finance, Commodity Markets
Education
Columbia Engineering 2009 — 2010
Master's, Operations Research, Financial Engineering
Babson College 2006 — 2008
Bachelor's, Finance, Economics
Lynn University 2004 — 2005
Chinese Hedge Fund October 2012 - Present
First Empire Securities, Inc July 2011 - July 2012
Broad Street Trading October 2010 - December 2010
Family Management Corporation 2007 - 2007
Skills
Bloomberg, Equities, Options, Hedge Funds, Trading, Derivatives, Fixed Income, Financial Markets, Electronic Trading, Portfolio Management, Series 7, Financial Modeling, Capital Markets, Equity Trading, Alternative Investments, Risk Management, Trading Strategies, VBA, Financial Risk, Quantitative Finance, Trading Systems, Quantitative Investing, Valuation, Quantitative Analytics, Investment Banking, Asset Management, Investments, Equity Derivatives, Commodity, Financial Analysis, Analysis, Finance, Securities, Proprietary Trading, Hedging, Bonds, Bloomberg Terminal, Emerging Markets, Technical Analysis, Traders, Economics, Investment Strategies, Market Risk, Equity Research, Financial Services, R, Mutual Funds, Credit Derivatives, Corporate Finance, Commodity Markets
Education
Columbia Engineering 2009 — 2010
Master's, Operations Research, Financial Engineering
Babson College 2006 — 2008
Bachelor's, Finance, Economics
Lynn University 2004 — 2005
Nick Bunzl's Family Management Corporation Experience April 2011 - Present
Job SVP, Family Management Corp
Industry Investment Management
Experience
Family Management Corporation April 2011 - Present
Israel Policy Forum April 2008 - October 2010
JCC in Manhattan 2001 - 2006
Education
Columbia Business School 1976 — 1978
Master of Business Administration (MBA), International Finance
University of Cambridge 1970 — 1972
Master of Arts (MA), Modern Languages, and Law
Family Management Corporation April 2011 - Present
Israel Policy Forum April 2008 - October 2010
JCC in Manhattan 2001 - 2006
Education
Columbia Business School 1976 — 1978
Master of Business Administration (MBA), International Finance
University of Cambridge 1970 — 1972
Master of Arts (MA), Modern Languages, and Law
Lori Sunstrum's Family Management Corporation Experience February 2006 - April 2012
Job
Industry Investment Management
Experience
Family Management Corporation February 2006 - April 2012
Sanford C. Bernstein November 2004 - February 2006
Education
McGill University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Rye High School 1996 — 2000
Family Management Corporation February 2006 - April 2012
Sanford C. Bernstein November 2004 - February 2006
Education
McGill University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Rye High School 1996 — 2000
Mathew Perrone's Family Management Corporation Experience December 2011 - Present
Job Compliance Associate/Client Relations at Family Management Corporation
Industry Legal Services
Experience
Family Management Corporation December 2011 - Present
Laidlaw & Company March 2011 - September 2011
Westchester County Public Defender August 2010 - March 2011
Rosman & Associates January 2010 - July 2010
United States Judge Richard Berman of the Southern District of New York January 2008 - June 2008
Homestar Direct (Division of Opteum Financial Services) June 2003 - October 2005
Morgan Stanley Smith Barney (Salomon Smith Barney) May 2002 - August 2002
Skills
AML, Capital Markets, Program Management, Banking, Legal Writing, Dodd-Frank, Financial Analysis, Finance, Hedge Funds, Private Equity, Risk Management, Equities, Securities, Investments, Analysis, Asset Management, Fixed Income
Education
Vermont Law School 2006 — 2009
Juris Doctor, Law
Gettysburg College 1999 — 2003
B.A., Management, Finance
Scarsdale High School
Family Management Corporation December 2011 - Present
Laidlaw & Company March 2011 - September 2011
Westchester County Public Defender August 2010 - March 2011
Rosman & Associates January 2010 - July 2010
United States Judge Richard Berman of the Southern District of New York January 2008 - June 2008
Homestar Direct (Division of Opteum Financial Services) June 2003 - October 2005
Morgan Stanley Smith Barney (Salomon Smith Barney) May 2002 - August 2002
Skills
AML, Capital Markets, Program Management, Banking, Legal Writing, Dodd-Frank, Financial Analysis, Finance, Hedge Funds, Private Equity, Risk Management, Equities, Securities, Investments, Analysis, Asset Management, Fixed Income
Education
Vermont Law School 2006 — 2009
Juris Doctor, Law
Gettysburg College 1999 — 2003
B.A., Management, Finance
Scarsdale High School