Family Office

Description

The term family office can refer to a family controlled investment group, and also the two major terms: single family office or multi-family office. The distinction is important since, despite the similar names, they provide significantly different services.

Family Office List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Family Office. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Family Office Salaries. You can even request information on how much does Family Office pay if you want to. Learn about salaries, pros and cons of working for Family Office directly from the past employees.

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106 Family Office employees in database. Find out everything there's to know about Family Office employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Family Office Employees

Employee
Years
Job
Industry
Tammy Estrada Strome Tammy Estrada Strome Greater Los Angeles Area Details
Tammy Estrada Strome's Family Office Experience 2008 - Present
Job Strategic & Philanthropic Director
Industry Philanthropy
Experience
Family Office   2008 - Present

Education
Carl Jung Institute, Zurich, Switzerland
Analytic Psychology, Psychology

Pacifica Graduate Institute
Doctor of Philosophy (Ph.D.), Clinical Psychology

Phillips Graduate Institute
Master of Arts (M.A.),, Marriage and Family Therapy/Counseling

Stewart Strawbridge Stewart Strawbridge Greater New York City Area Details
Stewart Strawbridge's Family Office Experience 2003 - Present
Job Managing Member at Family Office
Industry Financial Services
Experience
Selkirk Partners   January 2008 - Present
Family Office   2003 - Present

Skills
Valuation, Investments, Due Diligence, Private Equity, Public Speaking, Investment Management, Alternative Investments, Hedge Funds, Asset Management, Venture Capital, Portfolio Management, Equities, Financial Modeling, Strategy, Management

Education
Bowdoin College   1994 — 1998
Classics

St. Georges   1990 — 1994
Highschool, Latin, classics

Richard Suggitt Richard Suggitt Toronto, Canada Area Details
Richard Suggitt's Family Office Experience July 1999 - February 2002
Job CEO The Suggitt Family
Industry Financial Services
Experience
In Toronto   June 2013 - Present
Sloan Partners LLP   October 2012 - June 2013
The Suggitt Family   July 2010 - September 2012
Adilas Capital Inc.   October 2007 - June 2010
Salida Capital Corp.   March 2002 - September 2007
Family Office   July 1999 - February 2002
Hirsch Asset Management Corp.   June 1998 - June 1999
Altamira Management Ltd.   March 1991 - May 1998
Sears Canada  1985 - 1991

Skills
Investments, Asset Managment, Equities, Fixed Income, Investment Strategies, Mutual Funds, Due Diligence, Business Planning, Financial Services, Marketing, Strategy, Alternative Investments, Hedge Funds, Asset Management, Wealth Management

Education
Saint Mary's University   1969 — 1972
B Comm., Honours Finance

Queen Elizabeth High School Halifax NS   1966 — 1967
Grade 12

Robert W. Petrie Robert W. Petrie San Francisco Bay Area Details
Robert W. Petrie's Family Office Experience August 2012 - Present
Job
Industry Financial Services
Experience
Family office   August 2012 - Present
CITCO Fund Services  August 2008 - July 2012
Glass, Lewis & Co.   January 2008 - July 2008
TechStock Venture Capital   November 2004 - September 2007
Footlocker Europe   February 2003 - July 2004

Education
California Polytechnic State University-San Luis Obispo   1998 — 2002
Bachelor’s Degree

Radboud University Nijmegen   2002 — 2004
Master of Business Administration (M.B.A.)

City College of San Francisco   2013 — 2014
Certificate of Achievement

Klaus Said Klaus Said Greater New York City Area Details
Klaus Said's Family Office Experience September 2006 - June 2009
Job Independent Financial Consultant
Industry Financial Services
Experience
KS Management LLC   June 2014 - Present
CRT Capital Group  March 2012 - June 2014
Standard Bank Group  June 2009 - February 2012
Family Office   September 2006 - June 2009
Credit Suisse  2001 - 2006
Federal Reserve Foreign Exchange Committee   1993 - 2004
J.P. Morgan   1983 - 2001

Education
St. Gallen Business School   1981 — 1983
Bachelor's degree, Finance, General

University of Cologne   1979 — 1981
Bachelor's degree, Finance, General

Devin Cooper Devin Cooper Fort Belvoir, Virginia Details
Devin Cooper's Family Office Experience August 2013 - Present
Job Special Agent / Protective Services at United States Department of Defense
Industry Military
Experience
Family Office   August 2013 - Present
United States Department of Defense  March 2010 - August 2013
NATO  January 2007 - March 2010
US Army  March 2004 - January 2007

Skills
Personal Protection, Facility and Property..., Surveillance, Security Planning, Anti-Terrorism, Threat Analysis, Investigations and..., Foot and Motorized..., Traffic Control, Crowd and Riot Control, Anti-Terrorism Evasive..., Federal Law Enforcement, Law Enforcement..., Counterterrorism, Security

Education
American InterContinental University   2010 — 2012
Bachelor of Science (B.S.), Criminal Justice

American InterContinental University   2008 — 2010
Associate of Arts (A.A.), Business Administration

Alison Watson Alison Watson Greater Chicago Area Details
Alison Watson's Family Office Experience February 2015 - Present
Job Senior Accounting Professional
Industry Real Estate
Experience
Family Office   February 2015 - Present
Calamos Family Partners   February 2013 - September 2014
Calamos Family Partners   February 2008 - February 2013
Calamos Family Partners   April 2006 - February 2008
First American Title  August 2002 - April 2006

Skills
Accounting, Account Reconciliation, Accounts Payable, General Ledger, Accounts Receivable, Financial Reporting, Financial Statements, Budgets, Outlook, Financial Analysis, Financial Accounting, Accruals, Journal Entries, Bank Reconciliation, Financial Statement..., Pivot Tables, Consolidation, Financial Modeling, Variance Analysis, Revenue Recognition, Real Estate, Great Plains Software, Microsoft Excel, Year-end Close, Monthly Close, Fixed Assets, Depreciation, Business Acquisition, Software Implementation, Lease Analysis, Vlookup, Consolidated Reporting, Yardi Voyager, Sage Pro, Leases

Education
North Central College   2012 — 2014
Bachelor of Arts (B.A.), Accounting

North Central College   1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General

Imperial College London   2000 — 2000
Semester Abroad

Cynthia Rongione Cynthia Rongione Greater New York City Area Details
Cynthia Rongione's Family Office Experience July 2015 - Present
Job Personal Assistant at Family Office
Industry Philanthropy
Experience
Family Office   July 2015 - Present
New York Private Trust Company  April 2013 - January 2015
Sterling Equities  July 2005 - June 2012
Legacy Planning Group, Inc.   January 2005 - May 2005
First Investors Corporation  November 2001 - July 2004
KKR  April 1997 - November 2000
Simplicity Pattern Company  May 1989 - April 1996
InterContinental Hotels Group  March 1982 - April 1988

Skills
Project Management, Deadline Driven, Highly detail oriented, Investments, Asset Managment, Private Equity, Asset Management, Event Planning, Event Photography, Fundraisers, Due Diligence, Time Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Office, Budgets

Education
Adelphi University
BS

Hofstra University
Certificate

Queensborough Community College
AAS

Jamie Borie Jamie Borie New York, New York Details
Jamie Borie's Family Office Experience September 2013 - Present
Job Personal Assistant
Industry Investment Management
Experience
Family Office   September 2013 - Present
AFS Technologies Inc.  January 2011 - April 2013

Skills
Writing, Technical Writing, Editing, Communication, Corporate Communications, Document Review, Document Drafting, Event Planning, Corporate Events, Procedure Development, Process Improvement, Microsoft CRM, Salesforce.com, Executive..., Committed to..., Marketing Event Planning, Executive Support, Content Management, Software Documentation, Strategic Planning, Account Management, Enterprise Software, Social Media, Project Management, Visio, Newsletters, Leadership, Access, Business Analysis, Business Development, Social Networking, Project Planning, Management, Microsoft Office, Executive..., Outlook, Training

Education
Northern Arizona University
Master of Arts (M.A.), English

Northern Arizona University
Professional Writing Certificate

Northern Arizona University
Bachelor of Arts (B.A.), Humanities/Humanistic Studies

American University

Varun Valluri Varun Valluri San Francisco, California Details
Varun Valluri's Family Office Experience September 2011 - July 2012
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock  August 2012 - March 2015
Family Office   September 2011 - July 2012

Skills
Microsoft Office, BlackRock Aladdin, Investments, Bloomberg, Hedge Funds, Entrepreneurship, Valuation, Private Equity, Equities

Education
University of California, Davis   2008 — 2012
Bachelors of Arts, Economics

Università Commerciale 'Luigi Bocconi'   2011 — 2011
Finance

Diane Cohn Diane Cohn Puerto Rico area Details
Diane Cohn's Family Office Experience 2009 - 2013
Job Chance favors the prepared mind.
Industry Real Estate
Experience
Stealth Mode  October 2014 - Present
Sotheby's International Realty  December 2012 - October 2014
Family Office   2009 - 2013
Chase International  2008 - 2009
Chase International  2006 - 2008
Coldwell Banker  2004 - 2006
Rocktonic Corporation   2001 - 2004
Apple Computer  1999 - 2001
Apple Computer  1995 - 1999
General Magic  1992 - 1994

Skills
Real Estate, Real Estate Transactions, Luxury, Sellers, Buyers, Relocation Buyers, Move Up Buyers, Buyer Representation, Seller Representation, Real Estate Negotiating, Pricing Strategy, Macroeconomics, Investment Properties, Real Estate Staging, Confidentiality, Discretion, Global Marketing, Luxury Brand Marketing, Real Estate Due..., Social Media, Blogging, Media Exposure, REO, New Home Sales, Contract Negotiation, Home Staging, Negotiation, Vacation Homes, New Homes, Seniors, Townhomes, Investments, Marketing, Short Sales, Historic Homes, Commercial Real Estate, Social Networking, 1031 Exchanges, International Real..., Realtor Relations

Education
University of California, Santa Cruz   1987 — 1989
BA, History

Principia College   1984 — 1986
NA

Jim Kanellitsas Jim Kanellitsas Chicago, Illinois Details
Jim Kanellitsas's Family Office Experience September 2005 - October 2009
Job Creative Leadership
Industry Media Production
Experience
Brickfish  August 2013 - October 2014
Blue Fire   October 2009 - December 2012
Family Office   September 2005 - October 2009
Piper Jaffray  September 1993 - August 2005
Prudential-Bache Securities  March 1987 - September 1991

Skills
Creative Strategy, Digital Video, Social Media, Creative Solutions, Online Advertising, Digital Marketing, Executive Management, Sales Management, Sales&Marketing, Management, Team Leadership, Team Building, Social Media Marketing, SEO, Business Restructures, Personnel Management, Revenue Analysis, Revenue Enhancement, Branding Ideas, Private Pilot, Dual Citizenship, Marketing Strategy

Education
Michigan State University   1981 — 1986
Bachelor of Arts, Management

Michigan State University
Bachelor's degree, Business Administration and Management, General

Caitlin Gallagher, CFP® Caitlin Gallagher, CFP® Greater New York City Area Details
Caitlin Gallagher, CFP®'s Family Office Experience January 2014 - Present
Job
Industry Financial Services
Experience
Family Office   January 2014 - Present
Family Office   May 2010 - January 2014
Drew University  July 2009 - May 2010
Drew University  September 2007 - May 2010

Education
Family Firm Institute   2014 — 2014
Certificate in Family Business Advising

Fairleigh Dickinson University   2010 — 2011

Drew University   2006 — 2010
BA

Allentown High School   2002 — 2006

William Lin William Lin Greater New York City Area Details
William Lin's Family Office Experience June 2015 - August 2015
Job Investment Banking Associate
Industry Financial Services
Experience
Scott-Macon, Ltd.   September 2015 - Present
Family Office   June 2015 - August 2015
Cayuga Fund  September 2014 - May 2015
CIT  June 2014 - August 2014
Deloitte & Touche  October 2011 - January 2013
Deloitte  October 2008 - September 2011

Skills
Valuation, Corporate Finance, Financial Modeling, Auditing, GAAP, Private Equity, Financial Reporting, Hedge Funds, US GAAP, SEC filings, CPA, External Audit, Mandarin, Due Diligence, Finance, Fund Of Funds, Financial Accounting, Investments, Compliance, Assurance, Sarbanes-Oxley Act, IFRS, Internal Controls, Portfolio Management, Equities, LBO, Investment Management, Strategy, Financial Statements, Business Valuation, Financial Analysis, Mergers & Acquisitions, IPO, Cash Flow, Investment Banking, Capital Markets, Financial Statement..., Bloomberg, Asset Management, Equity Research, Banking, Securities, Credit Risk, Credit Analysis, DCF, Credit, Trading, SEC Filings

Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)

Queens College
Bachelor's degree, Accounting and Economics; Chemistry

Stuyvesant HS
HS Diploma

Bobby Lowe Bobby Lowe Dallas/Fort Worth Area Details
Bobby Lowe's Family Office Experience 2003 - 2005
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   July 2013 - Present
Wealth Management  2005 - 2013
Family Office   2003 - 2005
Russian Investment Bank   1998 - 2003
Deloitte  1993 - 1996

Skills
Investments, Retirement, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Asset Managment, Strategic Financial..., Private Banking, Asset Management, Financial Planning, Retirement Planning, Retirement Income..., Series 24, Series 55, Series 63, Series 65, Series 7

Education
The University of Texas at Austin - The Red McCombs School of Business   1990 — 1994
Bachelor of Business Administration, Accounting

Vincent Calcagno Vincent Calcagno Greater Los Angeles Area Details
Vincent Calcagno's Family Office Experience 1999 - 2003
Job Alternative Investments Outsourced CFO & COO Solutions
Industry Investment Management
Experience
Agile Fund Solutions, LLC   August 2015 - Present
KPMG US  July 2014 - July 2015
Rothstein Kass  November 2003 - June 2014
Family Office   1999 - 2003
Coopers & Lybrand  February 1994 - January 1999

Skills
Hedge Funds, Fund Of Funds, Private Equity Funding, Financial Services, Capital Markets, Mutual Funds, Alternative Investments, Private Equity, Equities, Investments, Venture Capital, Fund Administration, Due Diligence, Finance, Auditing, Valuation, Tax, Fund Accounting, Securities, Family Office, Financial Reporting, Derivatives, Accounting, High Net Worth..., Financial Markets, US GAAP, Business Valuation, Strategy, Investment Banking, Mergers, Options, Bonds, Internal Controls, Financial Modeling, Fixed Income, Mergers & Acquisitions, Prime Brokerage

Education
Fordham University   1990 — 1994
Bachelor of Science (B.S.), Public Accounting

Holy Cross High School   1987 — 1990

Caroline Bentz Caroline Bentz Greater New York City Area Details
Caroline Bentz's Family Office Experience Managing Director, Director of Research & Product Development, Member of Investment CommitteeParker Global Strategies, LLCJanuary 1996 - August 2011
Job Experienced Alternative Investments Professional
Industry Investment Management
Experience
Family Office   Managing Director, Director of Research & Product Development, Member of Investment CommitteeParker Global Strategies, LLCJanuary 1996 - August 2011
Ferrell Capital Management  1995 - 1996
Prudential Mutual Fund Management   1991 - 1993
Sphere Capital Partners   1990 - 1991

Skills
Alternative Investments, Asset Allocation, Investments, Due Diligence, Financial Risk, Fund Of Funds, Asset Managment, Investment Strategies, Equities, Investor Relations, Derivatives, Portfolio Management, Hedge Funds, Risk Management, Global Macro, Product Development, Marketing, Asset Management, Structured Finance, Wealth Management, Corporate Finance, Bonds, Mutual Funds, Quantitative Finance, Bloomberg, Emerging Markets, Financial Markets, Leveraged Finance, Financial Services, Electronic Trading, Portfolio Optimization, Private Equity, Options, Trading Systems, Financial Structuring, Financial Modeling, FX Options, Structured Products, Equity Derivatives, Fixed Income, Investment Management, Securities, Analysis, Equity Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Commodity, Valuation, Venture Capital

Education
Georgetown University   1986 — 1990
AB (Magna Cum Laude), International Relations

Rye Country Day School

Philip Hakim Philip Hakim Greater Boston Area Details
Philip Hakim's Family Office Experience May 2007 - December 2011
Job Summer Associate at Cartesian Capital Group | MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Cartesian Capital Group   June 2015 - Present
SCC Soft Computer  January 2012 - July 2014
Family Office   May 2007 - December 2011
UBS Investment Bank  September 2006 - April 2007
Dresdner Kleinwort Wasserstein  July 2005 - August 2006

Skills
Investment Banking, Financial Modeling, Valuation, Business Strategy, Business Analysis, Entrepreneurship, Start-ups, Team Management, Management Consulting, Analytics, Mergers & Acquisitions, Business Development, Strategy, Corporate Development, Financial Analysis, Venture Capital, Product Management, Analysis, Private Equity

Education
Harvard Business School   2014 — 2016
Master of Business Administration (MBA)

University of California, Berkeley   2000 — 2005
B.A., Economics, Distinction in General Scholarship

Institut d'Etudes politiques de Paris   2002 — 2003
Study Abroad, Economics, French

Joanne Blanco Joanne Blanco New York, New York Details
Joanne Blanco's Family Office Experience November 2014 - Present
Job
Industry Investment Management
Experience
Family Office   November 2014 - Present
Vatera Holdings LLC   May 2009 - November 2014
Tykhe Capital LLC   2002 - 2009
Blink.com   2001 - 2002
TSI Communications  2000 - 2001

Skills
Human Resources, Leadership, Change Management, Team Building, Customer Service, Recruiting, PowerPoint, Microsoft Word, Event Planning, Time Management, Microsoft Excel, Investments, Asset Management

Education
NYU School of Continuing and Professional Studies
Certificate in Human Resource Management (Human Capital Management)

Hunter College   1996 — 2000
BA, Psychology

The Cooper Union for the Advancement of Science and Art   1995 — 1996
Engineering

Daniel Adam Daniel Adam New York, New York Details
Daniel Adam's Family Office Experience October 2014 - 2015
Job Equity Research
Industry Financial Services
Experience
Wells Fargo Securities  August 2015 - Present
Family Office   October 2014 - 2015
Millennium Partners  March 2014 - September 2014
Visium Asset Management  2012 - 2013
Family Office   2010 - 2012
GLG Partners LP   2004 - 2009
Alkeon Capital Management  September 2003 - December 2003
Credit Suisse First Boston  June 2003 - August 2003

Skills
Hedge Funds, Asset Managment, Equity Research, Equities, Bloomberg, Alternative Investments, Portfolio Management

Education
New York University, Leonard N. Stern School of Business   2009 — 2011
Master of Business Administration

Tufts University   2000 — 2004
BA, Economics

Allison Chen Allison Chen Greater New York City Area Details
Allison Chen's Family Office Experience September 2012 - Present
Job Investment Manager at Family Office
Industry Financial Services
Experience
Family Office   September 2012 - Present
Cederberg Capital   April 2012 - September 2012
The Noah Lequime Foundation   July 2010 - April 2012
HSBC Private Bank (UK)   July 2009 - October 2009
State Street Corp  October 2006 - April 2008
JP Morgan  April 2005 - October 2006
Bloomberg  November 2002 - February 2005

Skills
Fluency in Chinese..., Investments, Equities, Private Equity, Corporate Finance, Valuation, Financial Modeling, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Venture Capital, Bloomberg, Financial Markets, Asset Management, Investment Management, Due Diligence, Derivatives

Education
Sotheby's Institute of Art   2015 — 2015
Executive Education, Art Business Management

London Business School   2008 — 2010
MBA, General Management

State University of New York at Binghamton   1998 — 2002
BS, Finance & Economics

Kelly Gutmann Kelly Gutmann Greater New York City Area Details
Kelly Gutmann's Family Office Experience September 2003 - August 2007
Job Manager, FP&A at Toys R Us
Industry Retail
Experience
Toys"R"Us, Inc.   September 2015 - Present
Toys R Us  June 2014 - September 2015
Toys R Us  June 2012 - June 2014
Tory Burch  June 2011 - August 2011
PIMCO  September 2007 - July 2010
Family Office   September 2003 - August 2007

Skills
Series 7, Spanish, Bloomberg, Investment Management, Fixed Income, Valuation, Equities, Financial Modeling, Asset Managment, Investments, Alternative Investments

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Finance

Chapman University, The George L. Argyros School of Business and Economics   2000 — 2003
BS, Entrepreneurship, Finance

Roberto Malamut Roberto Malamut Greater New York City Area Details
Roberto Malamut's Family Office Experience November 2012 - Present
Job Quantitative Trader at Family Office
Industry Financial Services
Experience
Family Office   November 2012 - Present
Tower Research Capital  October 2009 - June 2011
SAC Capital Advisors  August 2006 - October 2009
JPMorgan  2004 - 2006
Instinet  1999 - 2004
Investment Technology Group, Inc.   1997 - 1999

Skills
Trading, Portfolio Management, Statistical Arbitrage, High Frequency Trading, Trading System, Asset Management, Asset Managment, Risk Management, Quantitative Finance, Equities, Securities, VBA, Trading Systems, Market Making, SAS programming, Statistical Data..., Statistical Modeling, Matlab, R, S-Plus, C++, Mathematical Programming, Portfolio Optimization, Optimization, Algorithm Development, Mathematical Analysis, University Teaching, Academic Tutoring, Brazilian Portuguese, Spanish, Time Series Analysis, Alpha Generation, Electronic Trading, Quantitative Models, Quantitative Risk..., Stochastic Modeling, Hedge Funds, Proprietary Trading

Education
Cornell University   1990 — 1996
PhD, Operations Research and Industrial Engineering

IMPA   1988 — 1990
MSc, Mathematics

Bob Manganelli Bob Manganelli Greater New York City Area Details
Bob Manganelli's Family Office Experience November 2013 - Present
Job Compliance Analyst at a Family Office
Industry Financial Services
Experience
Family Office   November 2013 - Present
PricewaterhouseCoopers  July 2006 - November 2013
PricewaterhouseCoopers  June 2005 - August 2005

Education
Penn State University   2002 — 2006
Finance

Hunderdon Central

Erica Doyle Erica Doyle Boca Raton, Florida Details
Erica Doyle's Family Office Experience June 2015 - Present
Job Financial Accountant
Industry Accounting
Experience
Family Office   June 2015 - Present
CTI Group Worldwide Services   June 2014 - June 2015
Sea Level Marine LLC   January 2013 - June 2014
American Media Inc  September 2012 - January 2013
Tyco International  May 2011 - August 2012
The Kolter Group   June 2010 - May 2011

Skills
Sarbanes-Oxley Act, General Ledger, Financial Reporting, Accounting, GAAP, Account Reconciliation, Auditing, US GAAP, Financial Accounting, Variance Analysis, Financial Statements, SEC filings, Tax, Internal Controls, Financial Analysis

Education
Florida Atlantic University
BBA, Accounting

Vernon Yarnell Vernon Yarnell Seattle, Washington Details
Vernon Yarnell's Family Office Experience April 2012 - Present
Job General Counsel at Family Office
Industry Legal Services
Experience
Family Office   April 2012 - Present
Isilon Systems  September 2010 - April 2012
Microsoft Corporation  September 2003 - September 2010
DaVita  September 2001 - September 2003
Cairncross & Hempelmann  May 1999 - August 2001
Microsoft Corporation (General Employment)   September 1998 - April 1999
Microsoft Corporation  January 1997 - September 1997
Oles Morrison Rinker & Baker LLP  June 1996 - September 1996
United States Army Judge Advocate General's Corps.   June 1995 - August 1995

Skills
Licensing, Corporate Law, Intellectual Property, Privacy Law, Software Licensing, Mergers, Corporate Governance, Joint Ventures, Contract Negotiation, Mergers & Acquisitions, Legal Writing, Due Diligence, Litigation Support, Trademarks, Copyright Law, International Law

Education
Executive Development Institute   2009 — 2009
Executive Leadership Program

University of Washington, Michael G. Foster School of Business   1996 — 1998
Master of Business Administration, Human Resources and Finance

University of Washington School of Law   1994 — 1998
Juris Doctor, Law

University of California, San Diego   1989 — 1994
Bachelor of Arts, Political Science

Sigrid (Mendel) Usen Sigrid (Mendel) Usen Greater Boston Area Details
Sigrid (Mendel) Usen's Family Office Experience November 2002 - November 2013
Job Attorney and Executive
Industry Law Practice
Experience
reacHIRE  April 2014 - December 2014
Family Office   November 2002 - November 2013
MERRILL LYNCH & CO.   January 1995 - August 1997
SIDLEY AUSTIN LLP  September 1987 - January 1995
GASTON SNOW & ELY BARTLETT  June 1986 - August 1986
PROSKAUER ROSE LLP  June 1985 - May 1986

Skills
Corporate Law, Securities Regulation, Mergers & Acquisitions, Entrepreneurship, Private Equity, Venture Capital, Hedge Funds, Securities, Corporate Finance, Corporate Governance, Business Strategy, Strategic Planning, Contract Negotiation, Compensation Strategies, Estate Planning, Financial Services, Investments, Alternative Investments, Business Development, Finance, Management, Due Diligence, Business Analysis, Real Estate, Licensing, Litigation, Commercial Litigation, Nonprofits, Public Speaking, Legal Research, Legal Writing, Marketing

Education
Georgetown University Law Center   1984 — 1987
JD

University of Vermont   1980 — 1984
BA

The Baldwin School, Bryn Mawr Pennsylvania   1969 — 1980

Bar Admissions:

reacHIRE

Harvard Division of Continuing Education

Recent CLE/Professional Conferences:   2013 — 2015

Borja Veiga Borja Veiga New York, New York Details
Borja Veiga's Family Office Experience January 2010 - Present
Job Executive Mba. Senior Manager, Marketing enthusiast, Applying to become MRICS
Industry Financial Services
Experience
Family office   January 2010 - Present
IAG International Auction Group   April 2014 - January 2015
Forcadell Consultores Inmobiliarios   July 2012 - July 2013
Move Racing   June 2004 - October 2012
Ginesta inversions i serveis inmobiliaris   January 2006 - June 2009
Ginesta   March 2004 - December 2006
Grupo i   March 2002 - March 2004
Bufete Colls   January 2000 - March 2002
Hotel Caleta Palace   June 1995 - September 2000

Skills
Sales Management, Public Speaking, Consulting, Financial Analysis, Project Management, Microsoft Excel, Marketing Strategy, Decision Analysis, Market Research, Environmental Awareness, Valuation, Business Strategy, Management, ERP, CRM, Cloud Computing, Microsoft Office, Negotiation, Asset Management, English, Spanish, French, Italian, Real Estate, Marketing, Strategic Planning, Team Leadership, Business Planning

Education
EADA - Escuela de Alta Dirección y Administración   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Handelshochschule Leipzig   2014 — 2014
Master of Business Administration (M.B.A.), Executive MBA exchange program

ESADE Business School   2003 — 2004
Post grado, Real Estate

Siri Dahlquist Siri Dahlquist Monaco area Details
Siri Dahlquist's Family Office Experience November 2008 - September 2011
Job Equity and Derivatives Advisor
Industry Capital Markets
Experience
Barclays  July 2015 - Present
CFM MONACO  October 2011 - June 2015
Family Office   November 2008 - September 2011
CFM MONACO  March 2006 - October 2008

Skills
Business Development, Derivatives, Equities, Finance, Financial Markets, Investments, Private Banking, Asset Management, Fixed Income, Portfolio Management, Hedge Funds

Education
Institut d’Administration des Entreprises (I.A.E.) of the University of Nice Sophia-Antipolis   2005 — 2006
Master II, Financial Engineering

Linköping University

Amanda L. Bennett Amanda L. Bennett Greater New York City Area Details
Amanda L. Bennett's Family Office Experience September 2011 - Present
Job Office Administration at Family Office
Industry Oil & Energy
Experience
Family Office   September 2011 - Present
ContourGlobal  June 2007 - May 2010
Morgan Stanley  April 1998 - April 2006

Skills
Microsoft Excel, Microsoft Office, Outlook, Project Management, Microsoft Word, Research, Management, Team Leadership, Editing, Marketing Strategy, Social Media, PowerPoint, Leadership

Education
Wesleyan University   1992 — 1996
BA, Theater

Punahou School   1990 — 1992

Loyola College Prep   1988 — 1990

Rusheon Junior High   1986 — 1988

Waller Elementary School   1983 — 1986

School Street School   1981 — 1983

Hebe Qian Xu (徐倩) Hebe Qian Xu (徐倩) New York, New York Details
Hebe Qian Xu (徐倩)'s Family Office Experience January 2008 - November 2008
Job Vice President Investment Banking Group at TriPoint Global Equities, LLC
Industry Investment Banking
Experience
Tripoint Global Equities, LLC  April 2013 - Present
Tripoint Global Equities, LLC  January 2010 - March 2013
TriPoint Capital   January 2009 - January 2010
Tripoint Global Equities, LLC  November 2008 - December 2009
Family Office   January 2008 - November 2008
Haver Analytics  January 2008 - February 2008

Skills
Hedge Funds, Equity Research, Equities, Trading, Investments, China sourcing, PIPEs

Education
New York University   2007 — 2008
M.A, Economics

Pittsburg State University   2006 — 2007
Exchange Student, Finance

Sun Yat-Sen University   2000 — 2004
M.E, Telecommunication Engineering

Kenny Lalwani Kenny Lalwani New York, New York Details
Kenny Lalwani's Family Office Experience April 2015 - Present
Job M&A Advisor
Industry Investment Management
Experience
Family Office   April 2015 - Present
Cowen and Company  September 2013 - April 2015
University of Michigan - Stephen M. Ross School of Business  July 2011 - May 2013
Divine Capital Markets  May 2012 - August 2012
Piper Jaffray  2012 - 2012
Duramold, Inc   April 2009 - July 2011
Juggernaut Oil   April 2009 - July 2011
Duramold, Inc.   March 2007 - April 2009
David R. Williams Research Laboratories   April 2005 - December 2005

Skills
Financial Modeling, Investments, Data Analysis, Market Research, Competitive Analysis, Financial Analysis, Valuation, Business Strategy, Project Management, Entrepreneurship, Product Development, Analytics, Management Consulting, Corporate Finance

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
MBA Candidate, Economics, Finance, Entrepreneurship

Indiana University Bloomington   2002 — 2006
Bachelors of Science, Biochemistry, Anthropology

William Perocchi William Perocchi San Francisco Bay Area Details
William Perocchi's Family Office Experience 2015 - Present
Job Investment Associate Family Office
Industry Financial Services
Experience
Family Office   2015 - Present
Barclays  June 2012 - July 2014

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Investment Banking, Data Analysis, Financial Analysis, Financial Modeling, Financial Accounting, Business Strategy, Public Speaking, Research, Social Media, Valuation, Corporate Finance, Event Planning, Finance, Marketing, Management, Social Media Marketing

Education
University of Notre Dame   2008 — 2012
Bachelor of Business Administration, Finance

Stevenson School   2004 — 2008

Terese Carlozzi Terese Carlozzi New York, New York Details
Terese Carlozzi's Family Office Experience September 2011 - April 2014
Job Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies  December 2014 - Present
Strategic Asset Manager/Hedge Fund to Institutional Investors   June 2014 - October 2014
Family Office   September 2011 - April 2014
Bridgewater Associates  July 2006 - September 2011

Skills
Hedge Funds, Alternative Investments, Marketing, Business Development, CRM, Project Management, Due Diligence, Asset Managment, Event Planning, Investments, Investor Relations, Leadership, Strategy, Strategic Partnerships

Education
Fordham University - Graduate School of Business Administration   2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Fairfield University   2000 — 2004
Bachelor's Degree, Art history

Jacek Dzierwa Jacek Dzierwa San Antonio, Texas Area Details
Jacek Dzierwa's Family Office Experience September 2011 - Present
Job Portfolio Manager/Analyst at Family Office
Industry Investment Management
Experience
Family Office   September 2011 - Present
US Global Investors  July 2007 - August 2011
ING  April 2004 - August 2005
Salomon Brothers  January 1995 - October 2002
Scotiabank  August 1993 - October 1994

Skills
Emerging Markets, Fixed Income, Equity Research, Hedge Funds, Portfolio Management, Banking, Capital Markets, Equities, Asset Management, Bloomberg

Education
University of Chicago Graduate School of Business   1991 — 1993
MBA, Finance and Intl. Business

London School of Economics and Political Science   1985 — 1988
BSc, Intl. Trade and Development

A. Kai McDonald A. Kai McDonald Santa Monica, California Details
A. Kai McDonald's Family Office Experience August 2009 - June 2011
Job Director of Operations Rule14
Industry Venture Capital & Private Equity
Experience
Rule14   September 2011 - Present
Family Office   August 2009 - June 2011
ATA Engineering Inc  August 2005 - July 2009

Skills
Finite Element Analysis, Aerospace, Engineering, Matlab, Nastran, Program Management, Product Management, Project Management, Business Strategy, C++, Labview, Business Development, Testing, Strategy, Management

Education
Massachusetts Institute of Technology   2003 — 2005
Master's Degree, Ocean Engineering: Hydrodynamics

Massachusetts Institute of Technology   1999 — 2003
Bachelor's Degree, Ocean Engineering

Kelvin Rocha, Ph.D. Kelvin Rocha, Ph.D. Vancouver, Canada Area Details
Kelvin Rocha, Ph.D.'s Family Office Experience September 2014 - Present
Job Quantitative Research Analyst
Industry Investment Management
Experience
Family Office   September 2014 - Present
Orbis Investment Management  March 2011 - September 2014
Bayser Consulting  August 2008 - March 2011
Georgia Institute of Technology  August 2003 - August 2008
Georgia Institute of Technology  August 2002 - August 2003
Utah State University  January 2001 - May 2002
Cerveceria Nacional Dominicana  August 1998 - August 2000
Pontificia Universidad Catolica Madre y Maestra  May 1998 - August 2000

Skills
Matlab, Statistics, C#, VBA, C++, Programming, Data Analysis, Software Development, Analysis, Management, SQL, Strategy, Data Mining, Databases, Algorithms

Education
Georgia Institute of Technology   2002 — 2008
Ph.D., Electrical and Computer Engineering

Georgia Institute of Technology - Georgia Tech College of Management   2004 — 2006
M.B.A., Finance

Georgia Institute of Technology   2002 — 2004
M.S., Applied Mathematics

Utah State University   2000 — 2002
M.S., Electrical and Computer Engineering

Pontificia Universidad Catolica Madre y Maestra   1994 — 1997
B.S., Electronics Engineering

Dan McAdams Dan McAdams Greater Grand Rapids, Michigan Area Details
Dan McAdams's Family Office Experience 1990 - 1994
Job President/CIO at Gimbal Capital Management
Industry Investment Management
Experience
Gimbal Capital Management   President, CEOHarding Energy, Inc.1995 - 2000
Family Office   1990 - 1994
Old Kent Bank & Trust Company   1980 - 1989
Top Line Packing Company   1977 - 1980

Education
Grand Valley State University   1980 — 1981
Taxation

Western Michigan University   1979 — 1980
Accounting

Northern Michigan University   1973 — 1977
BS, Finance, Economics

Carlo Della Giusta Carlo Della Giusta Monaco area Details
Carlo Della Giusta's Family Office Experience November 2005 - Present
Job Financial Analyst
Industry Banking
Experience
Family Office   November 2005 - Present
EURAM ASSETS MANAGEMENT Monaco   September 2004 - November 2005
UBS GESTION Monaco   May 2001 - September 2003
BANQUE DU GOTHARD Monaco   September 1995 - May 2001
CABOTO SPA Milan   March 1995 - September 1995
EUROCASSE SIM Milan   July 1994 - March 1995
COMPAGNIE MONEGASQUE DE BANQUE Monaco   June 1992 - July 1994
CBI CAPITAL MARKETS Milan   January 1991 - June 1992
REPUBLIC NATIONAL BANK OF NEY YORK Milan   August 1988 - December 1990

Skills
Financial Markets, FX Options, Private Equity, Wealth Management, Asset Allocation, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Asset Managment, Private Banking, Banking, Risk Management, Bonds, Structured Products, Emerging Markets, Equities, Hedge Funds, Valuation, Derivatives, Alternative Investments, Asset Management

Education
Heriot-Watt University   1984 — 1988
B.A. with honors, Economics



Patti Meadows Patti Meadows New York, New York Details
Patti Meadows's Family Office Experience 1997 - 2005
Job Executive Assistant
Industry Executive Office
Experience
Confidential – Family Office   September 2013 - Present
.   January 2012 - Present
U.S. Department of Homeland Security / FEMA New York   January 2013 - August 2013
VSA Consulting Group  2006 - 2011
Leslie Silver & Associates   2006 - 2006
Family Office   1997 - 2005
Pratt & Whitney / United Technologies, a Fortune 500 company   1997 - 1998
International Aero Engines / United Technologies, a Fortune 500 company   1996 - 1997
Connecticut General Assembly  February 1995 - June 1995
Candidate(s) for Governor State of Connecticut   1994 - 1994

Skills
Leadership, Outlook, Management, Business Development, Microsoft Office, Lotus Notes, Budgets, Social Networking, Entrepreneurship, Microsoft Excel, Strategic Planning, Project Management, PowerPoint, Social Media Marketing, Coaching, Research, Account Management, Creative Problem Solving, Professional Services, Spreadsheets, Sales Operations, Facebook, Sales Management, Customer Satisfaction, Microsoft Word, Process Improvement, Can Do Approach, Handle Confidential..., ACT!, Word, Excel, Client Liaison, Sales Support, Project Execution, Innovation, Value Creation, New York savvy, highly professional, business minded, Develop agendas, ability to handle large..., able to work with..., make decisions and..., attention to detail, Responsiveness, Increase Productivity, Sustainability, Collaborative Leadership, Kaizen Theory, Judgment

Education
Eastern Connecticut State University
Bachelor’s Degree 12/1997, Double Major: Economics / Public Policy and Government

Berkeley College-New York
Associate’s Degree, Marketing & Management

Marc Fraga Marc Fraga Ponte Vedra Beach, Florida Details
Marc Fraga's Family Office Experience August 2008 - August 2013
Job COO at MountainStar Capital, LLC
Industry Venture Capital & Private Equity
Experience
MountainStar Capital, LLC   August 2013 - Present
Family Office   August 2008 - August 2013
Imagine Orthodontics   August 2005 - August 2013
Orthodontic Education Company   September 2001 - July 2005
Orthodontic Centers of America  January 1995 - August 2001

Skills
Investments, Leadership, Property Management, Financial Analysis, Strategic Planning, Real Estate, Management, Start-ups, Strategy, Risk Management, Single Family Homes, Program Management

Education
University of Florida - Warrington College of Business Administration   1999 — 1999
MBA

University of Florida - Warrington College Of Business   1989 — 1993
Bachelor of Science, Management

University of Florida

Spencer Wright Spencer Wright United States Details
Spencer Wright's Family Office Experience September 2008 - November 2010
Job Seasoned Fixed Income Professional
Industry Capital Markets
Experience
New Mexico Educational Retirement Board   November 2014 - Present
Assistance Dogs of the West   April 2008 - Present
State of New Mexico  December 2010 - October 2014
Vermont Student Assistance Corporation  June 2006 - July 2011
Phase One Companies   October 2008 - December 2010
Family Office   September 2008 - November 2010
Canus Goat's Milk Skin Care Products   May 2000 - December 2009
Lehman Brothers  September 1993 - March 2000
Massachusetts Water Resources Authority (MWRA)   September 1990 - September 1993
First National Bank of Boston  September 1985 - May 1990

Skills
Capital Markets, Portfolio Management, Systems, Finance, Marketing, Sales, Manufacturing, Investments, Asset Managment, Fixed Income, Securities, Trading, Risk Management, Funding, Derivatives, Hedge Funds, Financial Structuring, Due Diligence, Asset Management, Investment Strategies, Executive Management, Entrepreneurship, Credit, Mergers & Acquisitions, Bonds, Real Estate, Series 63, Real Estate Development, Alternative Investments, Mutual Funds, Credit Analysis, Financial Modeling, Financial Analysis, Investment Management, Private Equity, Financial Markets, Cash Management, Investment Banking, Valuation, Emerging Markets, Asset Allocation, Bloomberg, Strategic Financial..., Series 7, Structured Finance, Restructuring, Financial Services, Financial Advisory, Treasury Management, Wealth Management

Education
University of New Hampshire - Whittemore School of Business and Economics   1979 — 1983
Bachelor's Degree, Administration

Public Finance Institute at University of Michigan   1986 — 1986
Public Finance Institute, Capital Markets

Meagan Solomon Meagan Solomon Greater New York City Area Details
Meagan Solomon's Family Office Experience January 2007 - Present
Job Family Office Group
Industry Investment Management
Experience
Family Office   January 2007 - Present
JP Morgan  2003 - 2006
Victoria's Secret  2000 - 2003
The Greene Turtle  1999 - 2001

Skills
Operations Management, Trading, Asset Allocation, Leadership, Strategic Planning, Customer Service, Asset Management, Financial Analysis, PowerPoint, Investments, Asset Managment, Recruiting, Alternative Investments, Social Networking, Public Speaking, Microsoft Office, Management, Fixed Income, Team Building, Entrepreneurship, Portfolio Management, Financial Modeling, New Business Development, Mutual Funds, Microsoft Excel, Hedge Funds, Equities, Nonprofits, Risk Management, Training, Marketing, Change Management, Negotiation, Event Planning, Options, Microsoft Word, Event Management, Financial Services, Derivatives, Research, Fundraising, Vendor Management, Social Media, Business Strategy, Real Estate, Budgets, Process Improvement, Program Management, Strategy, Outlook

Education
Clarion University of Pennsylvania   1995 — 2000
BS, Communications

Clarion University of Pennsylvania   1995 — 2000
Bachelor of Science (BS), Communications

Satguru Tarun Narayan Agrawal Satguru Tarun Narayan Agrawal Roswell, Georgia Details
Satguru Tarun Narayan Agrawal's Family Office Experience September 2003 - Present
Job CEO at Family Office
Industry Financial Services
Experience
Self-employed  August 2014 - Present
Family Office   September 2003 - Present
Scoggin Capital Management, LP II  July 1997 - January 2002
Various Companies  September 1991 - June 1996

Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Leadership, Project Management, Strategic Planning, Sales, Microsoft Word, Financial Analysis, Due Diligence

Education
University of Pennsylvania - The Wharton School   1996 — 1998
Master of Business Administration (MBA), Concentration in Finance with Individualized Concentration in Investment Management

University of Pennsylvania - The Wharton School   1989 — 1991
BS Economics, Concentrations in International Finance and Multinational Management, cum laude

Carnegie Mellon University   1987 — 1989
Not Completed, B.S. Electrical Engineering, 3.4

Dalton High School   1983 — 1987
High School Diploma, 4.1

Krista Page Krista Page Santa Barbara, California Details
Krista Page's Family Office Experience November 2012 - Present
Job
Industry Investment Management
Experience
Family Office   November 2012 - Present
Rotta Winery   2011 - 2012
Spectrum Wealth Management   2009 - 2010
Weyrich Corporation   2004 - 2006

Skills
Art Direction, Painting, Wineries, Finance, Business Planning, Fashion Shows, Modeling, Styling, Entertainment, CRM, Festivals, Artists, Talent Booking, Concerts, Commodity Markets, Trade Finance, Financial Risk, Gold, Insurance, Trust Management, Singing, Art, Facebook, Event Management, Strategic Planning, Sales, Business Strategy, Negotiation

Education
Antioch University-Santa Barbara   2013 — 2015
Master of Arts (M.A.)

UCLA   2005 — 2009
Bachelor of Arts (B.A.)

Brittany Amendola Brittany Amendola New York, New York Details
Brittany Amendola's Family Office Experience July 2015 - Present
Job Manager of Accounting at A Family Office
Industry Investment Management
Experience
Family Office   July 2015 - Present
Cramer Rosenthal McGlynn  February 2013 - April 2015
Glencore  April 2011 - February 2013
Ernst & Young  September 2009 - March 2011
Ernst & Young  June 2008 - August 2008

Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, SEC filings, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Analysis, GAAP, Finance

Education
The University of Connecticut   2009 — 2010
Master's degree, Accounting

Boston College   2006 — 2009
Bachelor's degree, Accounting

Gordon Chan Gordon Chan San Francisco Bay Area Details
Gordon Chan's Family Office Experience 2014 - Present
Job Investment Management
Industry Investment Management
Experience
Family Office   2014 - Present
Citadel LLC  2012 - 2013
Visium Asset Management  2008 - 2012
Cumberland LLC   2001 - 2007
Tellme Networks  1999 - 2001
Goldman Sachs  1998 - 1998
Sony  1994 - 1997
Arthur Andersen  1991 - 1993

Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance

USC
Bachelor of Science (BS), Accounting

Rachel Jung Rachel Jung Greater Los Angeles Area Details
Rachel Jung's Family Office Experience October 2013 - Present
Job Family Office Professional
Industry Accounting
Experience
Family Office   October 2013 - Present
Kayne Anderson Capital Advisors  July 2012 - August 2013
Rothstein Kass  April 2011 - July 2012
Rothstein Kass  October 2008 - April 2011

Skills
Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Family Office, Auditing, Fund Of Funds, Financial Planners, Financial Services, Valuation, Asset Management, GAAP, SEC filings, CPA, US GAAP, Fund Accounting

Education
University of California, Los Angeles   2005 — 2008
B.A., Economics and Accounting

City College of San Francisco   2003 — 2005
A.A.

Sacred Heart Cathedral Preparatory   1999 — 2003
High School

Ilaria Ghione Ilaria Ghione Monaco area Details
Ilaria Ghione's Family Office Experience July 2015 - Present
Job Legal Counsel at Family Office
Industry Legal Services
Experience
Family Office   July 2015 - Present
easyGroup Holdings Ltd.   March 2014 - June 2015
Davide Campari-Milano S.p.A.   January 2012 - March 2014
Campari International S.A.M.   December 2010 - January 2012
KStudio Associato (KPMG)   March 2010 - July 2010

Skills
Legal Writing, Negotiation, Litigation, Intellectual Property, Contract Negotiation, Corporate Law, Marketing, Corporate Social..., French, International Law, Research, Strategy

Education
Université Panthéon Sorbonne (Paris I)   2009 — 2010
Master II, Droit des affaires (spécialité droit franco-italien)

Università degli Studi di Firenze   2008 — 2010
Laurea specialistica, Diritto internazionale economico

Université Panthéon Sorbonne (Paris I)   2004 — 2010
Master I, Droit des affaires (spécialité droit franco-italien)

Università degli Studi di Firenze   2004 — 2007
Laurea triennale, Diritto commerciale

Lycée Albert 1er   2002 — 2004
Baccalauréat, Littéraire

Stanislav Berlyand Stanislav Berlyand Greater New York City Area Details
Stanislav Berlyand's Family Office Experience November 2014 - Present
Job Risk Analyst at Family Office
Industry Financial Services
Experience
Family Office   November 2014 - Present
Nomura Asset Management  January 2012 - November 2014
NumeriX  May 2011 - August 2011
HMS  November 2007 - January 2011

Skills
Fixed Income, Quantitative Analytics, Hedge Funds, Derivatives, Financial Modeling, Bloomberg, Risk Management, Data Analysis, SQL, VBA, Financial Analysis, Asset Management, C++, Microsoft Excel, Barclays Point, Matlab, SAS

Education
New York University   2010 — 2011
MS, Mathematical Finance

Penn State University
BS, Mathematics, Economics

Lee Morgan Lee Morgan Greater New York City Area Details
Lee Morgan's Family Office Experience January 2012 - December 2013
Job HF
Industry Investment Management
Experience
EZ-Drinks, LLC   October 2012 - Present
Archangel Global Investors   October 2013 - January 2015
Family Office   January 2012 - December 2013
Lyncean Capital Management   March 2010 - June 2011
Protégé Partners   January 2007 - May 2009
Corus Capital Management, LLC   September 2006 - December 2006
Bessent Capital, LLC   January 2004 - July 2006
Morgan Consulting  May 2001 - December 2003
Access Data Corp  October 2000 - March 2001
Madison Trading, LLC  December 1998 - August 2000

Skills
Equities, Hedge Funds, Options, Valuation, Commodities

Education
Joseph M. Katz Graduate School of Business   1996 — 1998
MBA, Finance and Economics

University of Pittsburgh   1989 — 1993
Dietrich School of Arts and Science; BA, Political Science

Andrew Wang Andrew Wang Cambridge, Massachusetts Details
Andrew Wang's Family Office Experience June 2015 - Present
Job Analyst at Hedge Fund
Industry Computer Software
Experience
Family Office   June 2015 - Present
Goldman Sachs  July 2014 - May 2015
Goldman Sachs  June 2013 - August 2013
Google  May 2012 - August 2012
Executive Office of the President  June 2011 - August 2011

Skills
Git, HTML, Algorithms, Python, Java

Education
Harvard University   2013 — 2014
Master of Science (M.S.), Computer Science

Harvard University   2010 — 2014
Bachelor of Arts (B.A.), Computer Science

Harvard-Westlake High School

Andrew Tang Andrew Tang Santa Monica, California Details
Andrew Tang's Family Office Experience May 2014 - Present
Job Portfolio Manager (Long / Short) at Family Office
Industry Investment Management
Experience
Family Office   May 2014 - Present
Leonard Green & Partners  August 2009 - July 2011
Citi  June 2007 - June 2009

Education
Stanford University Graduate School of Business   2011 — 2013
Master of Business Administration (MBA)

Yale University   2003 — 2007
BA, Economics

Sonja Bauch Sonja Bauch Monaco area Details
Sonja Bauch's Family Office Experience January 2014 - Present
Job Equity Analyst
Industry Research
Experience
Family Office   January 2014 - Present
Vojvodjanska Banka AD   April 2008 - May 2010
UniCredit Bank Srbija AD (formerly HVB Bank AD)   February 2005 - October 2006
National Bank of Greece SA   November 2003 - January 2005
Deutsche Bank AG  May 2004 - August 2004
Accenture GmbH  February 2002 - June 2002

Education
International University of Monaco   2012 — 2013
Master of Science (MSc), Finance

University of Rome Tor Vergata   2006 — 2007
MA, European Economics and International Finance

The London School of Economics and Political Science (LSE)   2003 — 2003
LSE Summer School, Business Analysis and Valuation (A) and Financial Markets (B)

Kingston University   1999 — 2003
2.1 BA (Hons), Business Studies with German

WU (Vienna University of Economics and Business)   2001 — 2002
ERASMUS Study Exchange Program

Tamas Treznyak Tamas Treznyak Hungary area Details
Tamas Treznyak's Family Office Experience July 2015 - Present
Job Investment Director at Family Office
Industry Investment Management
Experience
Family Office   July 2015 - Present

Education
Budapest Corvinus University   2001 — 2006
MSc, Corporate Finance

Helsingin kauppakorkeakoulu
CEMS MIM, International Management

Glenn Kaufman Glenn Kaufman Greater New York City Area Details
Glenn Kaufman's Family Office Experience January 2001 - Present
Job Member Board of Directors at Museum of American Finance
Industry Investment Management
Experience
Museum of American Finance  January 2013 - Present
Grassroots Environmental Education   2006 - Present
Family Office   January 2001 - Present
Corporate Alumni Inc   January 1998 - January 2005
FTP Software  January 1996 - December 1997
Lotus Development  January 1992 - December 1995
HEM Pharmaceuticals   June 1987 - August 1988
First Boston  January 1986 - December 1986
Hewlett-Packard  1984 - 1986

Skills
Business Development, Financial Analysis, Product Development, Social Networking, Equities, Start-ups, Finance, Hedging, Private Equity, Venture Capital, Hedge Funds

Education
University of Pennsylvania - The Wharton School   1986 — 1989
MBA

University of Pennsylvania   1980 — 1984
BSE

Neil Kleinman Neil Kleinman Greater New York City Area Details
Neil Kleinman's Family Office Experience October 2010 - March 2012
Job Enterprise Solutions
Industry Information Technology and Services
Experience
Webair  June 2011 - Present
Vert Capital Corp  April 2014 - April 2015
Webair  June 2011 - May 2014
Family Office   October 2010 - March 2012
Cresta Capital Strategies   March 2010 - January 2012
Interfor, Inc.   December 2009 - December 2010
Sands Brothers Asset Management, LLC   May 2009 - December 2009
Rosepost Advisors   November 2007 - May 2009
Laurus Funds   2003 - 2007
Bloomberg  March 2001 - September 2003

Skills
Business Development, Fundamental Analysis, Capital Raises, Business Plan Evaluation, Asset Management, Networking, Management, Sales Trainings, Implementation, Operations, Private Placements, Asset Allocation, Conducting Meetings, Recapitalizations, Corporate Finance, Group Presentations, Public Speaking, Corporate Communications, Presentation Development, Monetary Policy, Modern Portfolio Theory, Tax Preparation, Leveraged..., Liability Management, Strategy, Hedge Funds, Private Equity, Capital, Business Planning, Equities, Wealth Management, Valuation, Investment Banking, Financial Modeling, Financial Services, Investments, Investor Relations, Asset Managment, Sales, Financial Structuring, ALM, Venture Capital, Alternative Investments, Corporate Development, Due Diligence, Mergers & Acquisitions, Cloud Computing IaaS, Data Center, Private Cloud, Finance

Education
Penn State University   1987 — 1991
Bachelor of Science, Accounting

Penn State University   1987 — 1991
Bachelor of Science (B.S.), Accounting, 2.96

Ad Duer Ad Duer Easton, Maryland Details
Ad Duer's Family Office Experience April 2012 - Present
Job Venturist . Strategist
Industry Executive Office
Experience
Family Office   April 2012 - Present
Eco-Tech Advisors LLC   June 2010 - Present
ADD FOR ENTERPRISE!   January 2002 - December 2012
Sustainable Seattle  2008 - 2009
VentureLab  1997 - 2001
Startups and Turnarounds ~ multiple   1991 - 2001
Dain Bosworth/ First Interstate/ KeyBank-McDonald Investments   1985 - 2001
Continental Illinois/ First Interstate   1979 - 1985

Skills
Strategic Planning, Corporate Development, Leadership, Capital Management, Venture Capital, Due Diligence, Investor Relations, Investment Banking, Cleantech, Finance, Management, Start-ups, Investments, Executive Management, Managerial Finance, Entrepreneurship, Mergers & Acquisitions, Change Management, Private Equity

Education
University of Puget Sound
MBA, Finance

Colorado College   1974 — 1978
BA, Political Science (International Relations)

James France James France Greater New York City Area Details
James France's Family Office Experience November 2012 - Present
Job Managing Director at Family Office
Industry Financial Services
Experience
Family Office   November 2012 - Present
The Blackstone Group  February 2009 - October 2012
Evergreen Investments  2002 - 2005

Skills
Equities, Fixed Income, Derivatives, Portfolio Management, Private Equity, Hedging, Investments, Valuation, Asset Managment, Capital Markets, Financial Modeling, Alternative Investments, Investment Banking, Due Diligence, Hedge Funds, Financial Analysis, Venture Capital, Corporate Finance, Mergers, Financial Structuring

Education
Bloomberg Certified   2005 — 2005

University of Baltimore
BS, Finance

Chris Busselle Chris Busselle San Francisco, California Details
Chris Busselle's Family Office Experience February 2010 - September 2010
Job
Industry Internet
Experience
Google  June 2012 - Present
Polaris (formerly Polaris Project)   2013 - 2015
Polaris (formerly Polaris Project)   2013 - 2015
Family Office   February 2010 - September 2010
Google.org  March 2007 - January 2010
Paul Hastings  2005 - 2007
Morgan Stanley  1998 - 2001

Education
University of California, Berkeley - School of Law   2002 — 2005
JD

Brown University   1994 — 1998
BA

Vijay Rao, CFA, FRM Vijay Rao, CFA, FRM San Francisco Bay Area Details
Vijay Rao, CFA, FRM's Family Office Experience February 2011 - Present
Job
Industry Investment Management
Experience
Alpha Omega Financial Systems, Inc.   May 2012 - Present
Alpha Omega Financial Systems, Inc.   May 2012 - Present
Pandoodle  December 2014 - Present
SPORTSWURLZ  November 2014 - Present
Family Office   February 2011 - Present
Pandoodle  November 2013 - December 2014
Self Employed  May 2009 - July 2012
Barclays Global Investors (now BlackRock Inc.)   September 2006 - February 2009
MSCI Barra  November 2004 - September 2006
SmallCaps Online   October 1999 - April 2000

Skills
BlackRock Aladdin, Microsoft Office, BarraOne, Bloomberg, VBScript, Unix Shell Scripting, SAS, SQL Server, PHP, Perl, MySQL, Barclays Point, Citibank Yieldbook, Fixed Income, Fixed Income Trading, Credit Trading, CDS, High Yield, Buy-side, Microsoft SQL Server, Trading, Investments, Equities, Derivatives, Portfolio Management, Quantitative Finance, Portfolio Optimization

Education
Columbia University in the City of New York   1998 — 2002
Bachelor's Degree

Harvard Westlake School   1992 — 1998
HS

Daniel Schatzman Daniel Schatzman Greater New York City Area Details
Daniel Schatzman's Family Office Experience 2009 - Present
Job Investment management
Industry Investment Management
Experience
Family Office   2009 - Present

Skills
Investments, Hedge Funds, Asset Managment, Private Equity, Alternative Investments, Portfolio Management, Venture Capital, Fundraising, Fixed Income, Derivatives, Due Diligence, Financial Modeling

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA

Lou Tang Lou Tang Greater New York City Area Details
Lou Tang's Family Office Experience March 2010 - Present
Job Technology Manager at Family Office
Industry Financial Services
Experience
Family Office   March 2010 - Present
SAC Capital Advisors  July 2003 - January 2010
Askari Risk Management Solutions   April 1999 - June 2003
Barra  October 1996 - March 1999

Skills
Electronic Trading, Equities, Equity Derivatives, Equity Trading, FX Options, Fixed Income, Hedge Funds, Market Data, Options, Quantitative Finance, Risk Management, Trading, Trading Systems

Education
Stony Brook University
BS, Computer Science & Economics

Carolina Kulish Carolina Kulish Washington D.C. Metro Area Details
Carolina Kulish's Family Office Experience April 2008 - Present
Job Investment Manager at Family Office
Industry Financial Services
Experience
Family Office   April 2008 - Present
Cima Investments   July 2004 - April 2008
Universidad de Buenos Aires  March 2002 - December 2007
Spencer Stuart  December 2003 - July 2004

Skills
Economics, Investments, Portfolio Management, Financial Analysis, Fixed Income, Capital Markets, Asset Managment, Hedge Funds, Banking, Asset Management, Corporate Finance, Due Diligence

Education
CFA Institute   2015 — 2015
Passed level 3 of the CFA program, Finance

Harvard University, John F. Kennedy School of Government   2009 — 2009
Executive Education, Investment Decision and Behavioral Finance

CFA Financial Analyst Seminar 2008   2008 — 2008
Finance

University of Buenos Aires   1997 — 2002
Bachelor, Economics

Colegio Nacional de Buenos Aires   1992 — 1996
Bachelor's degree, Economics

Buck Andrews Buck Andrews New York, New York Details
Buck Andrews's Family Office Experience 2014 - Present
Job Portfolio Manager at Family Office
Industry Information Services
Experience
Family Office   2014 - Present
Consulting  2013 - July 2014
Deck5software   December 2010 - May 2013
Omniquant   2005 - 2011
Jupiter Asset Management LLC   1997 - 2002
System Design Group   1994 - 1996
AT Financial   1987 - 1995
Chicago Board of Trade  1983 - 1987

Skills
Trading, Derivatives, Investments, Portfolio Management, Start-ups, Business Development, Strategy, Product Management, Market Data, Equity Derivatives, Financial Applications, Strategic Partnerships, Business Strategy, New Business Development, Electronic Trading, FX trading, Bonds, Private Equity, Brokerage, Capital Markets, Technical Analysis, Finance, Mobile Applications, Product Development, Low Latency, Series 7, Commodity, FX Options, Mergers & Acquisitions, Hedging, Financial Data, Prime Brokerage, Securities, Product Marketing, Exchange Connectivity, Financial Services, Trading System, Currency, Bloomberg, Capital, Mutual Funds, Corporate Development, iOS apps, Institutional Brokerage, Hedge Funds, App Store, Options, Research & Analytics, Equities

Education
Stanford University Graduate School of Business   2003 — 2004
Master's Degree, MSx: Masters of Science, Masters of Public Management

Washington and Lee University   1978 — 1982
Bachelor's Degree, Economics

Chris Iorillo Chris Iorillo Greater Los Angeles Area Details
Chris Iorillo's Family Office Experience December 2008 - July 2010
Job Managing Partner at CounterPoint Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
CounterPoint Capital Partners, LLC   July 2010 - Present
Family Office   December 2008 - July 2010
Platinum Equity  February 2004 - December 2008
Paul Hastings  1999 - 2004

Education
Georgetown University Law Center   1996 — 2009
JD

University of Pennsylvania   1991 — 1995
BA, Diplomatic History

Harvard Westlake

Margaux Schroeder Margaux Schroeder San Francisco Bay Area Details
Margaux Schroeder's Family Office Experience March 2014 - Present
Job Director
Industry Events Services
Experience
Family Office   March 2014 - Present
the Nasdaq OMX Group, Inc.   March 2005 - November 2013

Skills
Event, Event Management, Event Planning, Public Relations, Social Media, Marketing Communications, New Business Development, Team Building, Corporate Communications, Crisis Communications, Strategic Planning, Business Strategy, Budgets, Strategic Partnerships, Management, Sponsorship, Social Media Marketing, Strategy, Business Development, Marketing

Education
University of California, Los Angeles   2000 — 2004
Bachelor of Arts (B.A.)

Amy Sutter Amy Sutter Greater New York City Area Details
Amy Sutter's Family Office Experience July 2013 - Present
Job Investment Analyst Family Office
Industry Financial Services
Experience
Family Office   July 2013 - Present
Guggenheim Global Trading  September 2011 - June 2013
GLG Partners  June 2005 - September 2011
Duquesne Capital Management  February 2009 - November 2010
Pimco Equity Advisors   2001 - 2005
Microsoft  1994 - 1996

Skills
C.P.A., Financial Modeling, Valuation, Equities, Hedge Funds, Capital Markets, Investments, Equity Research, Asset Management, Bloomberg, Investment Banking

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

Pepperdine University
BS, Accounting

Christopher Bergen, CFP® Christopher Bergen, CFP® Ann Arbor, Michigan Details
Christopher Bergen, CFP®'s Family Office Experience October 2013 - Present
Job Financial Advisor at Family Office
Industry Financial Services
Experience
Family Office   October 2013 - Present
Greer & Associates  June 2008 - September 2013
Bear Stearns  December 2005 - June 2008
Bear Stearns  April 2003 - November 2005
BNY Mellon  July 2002 - April 2003

Skills
Certified Financial..., Strategic Financial..., Estate Planning, Securities, Investments, Alternative Investments, FINRA, Family Office, Financial Services, Estate Tax Planning, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Asset Managment, Investment Advisory

Education
New York University SCPS   2008 — 2009
Certificate in Financial Planning

The College of New Jersey   1998 — 2002

Maria Belen Avellaneda Maria Belen Avellaneda Greater New York City Area Details
Maria Belen Avellaneda's Family Office Experience January 2003 - May 2007
Job Founder & CEO at MBAK Capital Group | Keller Williams
Industry Financial Services
Experience
MB-AK Capital Group Keller Williams   October 2013 - Present
DFC Associates   January 2010 - Present
Banco Provincia   February 2011 - January 2012
Inter-American Development Bank  August 2009 - February 2011
The World Bank  January 2009 - May 2009
U.S. Department of the Treasury   September 2008 - December 2008
FTSE  January 2008 - September 2008
Family Office   January 2003 - May 2007

Skills
International Relations, Latin America, Policy Analysis, Spanish, Macroeconomics, Research, Economics, Politics, Foreign Policy, NGOs, Public Policy, International..., Stata, Strategic Planning, Political Science, French, Microsoft Office, International Law, Diplomacy, Equity Research, International Economics, Real Estate Economics, Real Estate Development, Real Estate Investor, Seller Representation, Buyer Representation, Social Media, Marketing Strategy, Marketing, Luxury, Capital Markets, Financial Modeling, Management, Finance, Investments, Portfolio Management

Education
Columbia University - School of International and Public Affairs   2007 — 2009
Master's degree, International Finance and International Economic Policy

Richard S. Neely Richard S. Neely Dallas/Fort Worth Area Details
Richard S. Neely's Family Office Experience 2010 - Present
Job
Industry Executive Office
Experience
Family Office   2010 - Present
Callier Foundation   April 2009 - November 2013
Charter Holdings   January 2002 - December 2009
Baylor Health Care System Foundation  1995 - 2001
Butler Burgher, Inc.   May 1991 - January 1995
First Appraisal Group   May 1989 - May 1991
Lomas & Nettleton (now known as Invesco Realty Advisors)   August 1983 - April 1989

Education
Highland Park High School

Southern Methodist University   1978 — 1984
MBA

Jared Scholl Jared Scholl Greater Philadelphia Area Details
Jared Scholl's Family Office Experience January 2010 - February 2013
Job Division Director at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting  May 2015 - Present
Robert Half Finance & Accounting  February 2013 - April 2015
Family Office   January 2010 - February 2013
Citrin Cooperman & Company, LLP   January 2008 - February 2010

Skills
Investment Performance, Financial Reporting, Financial Accounting, Accounting, Account Management, Small Business, Cash Flow, Finance, Auditing, QuickBooks, Financial Services, Bookkeeping, Wealth, General Ledger, Accounts Payable, Account Reconciliation, Investments, Corporate Tax, Financial Statements, Financial Analysis, Internal Controls, Cash Management, Tax

Education
Temple University   2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting

Souderton High School   1998 — 2002

Marlo Turcotte Marlo Turcotte Greater Minneapolis-St. Paul Area Details
Marlo Turcotte's Family Office Experience May 2010 - Present
Job Attorney at Private Family Office
Industry Law Practice
Experience
Family Office   May 2010 - Present
Lindquist & Vennum  May 2007 - May 2010
Rider Bennett, LLP  1998 - 2007

Education
University of Minnesota Law School   1996 — 1999

John Tardif John Tardif Greater Boston Area Details
John Tardif's Family Office Experience January 2009 - August 2012
Job @Summit Realty Partners
Industry Commercial Real Estate
Experience
Family Office   January 2009 - August 2012
Flatley Co.   August 2008 - January 2009
Fidelity Investments  February 1993 - February 2008
pacific stock exchange  1993 - 1996
pacific stock exchange  1991 - 1995
Pacific Stock Exchange  December 1992 - December 1993

Skills
Investments, Portfolio Management, Securities, Trading Systems, Asset Allocation, Trading, Capital Markets, Wealth Management, Investment Advisory, Sales, Analytics, Asset Managment, New Business Development, Asset Management, ETFs

Education
University of Maine   1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General

Jeff Everingham Jeff Everingham San Francisco, California Details
Jeff Everingham's Family Office Experience March 2012 - Present
Job Executive Assistant at Pi Advisors LLC
Industry Executive Office
Experience
Family Office   March 2012 - Present
Pacific Marin Investments   November 2010 - March 2012
Pursued personal interests, education, and travel   June 2008 - August 2010
Citigroup  February 2007 - June 2008
FKI Logistex  May 2000 - March 2006

Skills
Microsoft Office, Administration, Event Management, Coordination, System Administration, Office Management, Administrative..., Marketing, Project Management

Education
University of California, Santa Cruz   1989 — 1993
BA, Art

William Holdeman William Holdeman Greater Chicago Area Details
William Holdeman's Family Office Experience 2011 - August 2015
Job CoFounder at LCC
Industry Investment Management
Experience
LCC  September 2014 - Present
Social Scene   August 2010 - Present
Family Office   2011 - August 2015
Effioa Indus Capital   February 2008 - June 2012
Pro Capital Ltd.  2007 - 2008
Deutsche Asset Management  2007 - 2007

Skills
Portfolio Management, Leadership, Alternative Investments, Customer Service, Social Media Marketing, Mutual Funds, Marketing, Event Planning, New Business Development, Corporate Events, Fundraising, Microsoft Office, Commodity, Social Media, PowerPoint, Financial Analysis, Asset Management, Venture Capital, Social Networking, Public Relations, Entrepreneurship, Financial Modeling, Due Diligence, Hedge Funds, Business Development, Corporate Finance, Strategic Planning, Sales, Mergers & Acquisitions, Project Management, Business Strategy, Investments, Event Management, Start-ups, Salesforce.com, Market Research

Education
Indiana University - Kelley School of Business   2004 — 2008
BS, Finance

Indiana University Bloomington   2004 — 2008
BS, Finance

Josh Houston Josh Houston San Francisco Bay Area Details
Josh Houston's Family Office Experience November 2014 - Present
Job Risk and Compliance at Family Office
Industry Financial Services
Experience
Family Office   November 2014 - Present
Kamehameha Schools  September 2006 - November 2014
Medical Device Company - Santa Cruz, CA   March 2004 - September 2006
Chaminade Resort - Santa Cruz, CA   January 2002 - December 2003
401kservices.com (f.k.a.JDN Inc. Pension Consultants   1999 - 2001
Santa Cruz Biotechnology  1997 - 1999
Santa Cruz Biotechnology  1997 - 1999
US Navy  1985 - 1991
US Navy  1985 - 1991
US Navy  1985 - 1991

Skills
Hedge Funds, Alternative Investments, Investments, Operational Due..., Fund Of Funds, Private Equity, Analysis, Asset Managment, Data Analysis, Research, Accounting, Financial Analysis, Equities, Risk Management, Asset Allocation, Portfolio Management, Asset Management, Valuation, Due Diligence, Derivatives, Financial Modeling

Education
University of Southern California - Marshall School of Business   1994 — 1995
MS, Accountancy

University of California, Santa Cruz   1991 — 1993
Bachelor of Arts, Economics

Robert Duncan CFA Robert Duncan CFA Toronto, Canada Area Details
Robert Duncan CFA's Family Office Experience January 2012 - January 2014
Job VP Corporate Development at NewGen Asset Management
Industry Investment Management
Experience
NewGen Asset Management   February 2014 - Present
Family Office   January 2012 - January 2014
State Street Bank  September 2010 - January 2012
Burlington Capital   December 2007 - September 2010
Full Cycle Energy Investment Management   2005 - 2007
PARC Capital/Rob Duncan Consulting   2003 - 2005
TD Asset Management  1998 - 2002
Bank of America  1990 - 1998

Skills
Tactical Asset..., Currency Overlay, Fixed Income Portfolio..., FX Trading and Sales, Hedge Fund Marketing, Trading, Hedge Funds, Investments, Asset Allocation, Fixed Income, FX Options, Portfolio Management, FX trading, Bonds, Equities, Bloomberg, Fund Of Funds, Investment Strategies, Alternative Investments

Education
CFA
CFA

University of Guelph

Jonathan Kish Jonathan Kish Phoenix, Arizona Area Details
Jonathan Kish's Family Office Experience March 2011 - Present
Job Analyst at Family Office
Industry Financial Services
Experience
Family Office   March 2011 - Present
The Vanguard Group  December 2009 - July 2011
The Vanguard Group  November 2008 - December 2009
The Vanguard Group  August 2008 - October 2008
The Vanguard Group  June 2007 - October 2008
Wells Fargo Financial  June 2006 - May 2007
Northwestern Mutual  May 2005 - August 2005

Education
Clemson University   2002 — 2006
B.S., Management

Clemson University - College of Business and Behavioral Science   2002 — 2006
BS, Management

Kimlee Wong, CFA Kimlee Wong, CFA New York, New York Details
Kimlee Wong, CFA's Family Office Experience November 2009 - Present
Job Analyst/ Family Office
Industry Investment Management
Experience
Family Office   November 2009 - Present
Soros Fund Management  August 2009 - November 2009
Trophy Point Capital   June 2009 - August 2009
Return Path  June 2008 - August 2008

Skills
Hedge Funds, Valuation, Financial Modeling, Bloomberg, Fixed Income, Alternative Investments, Emerging Markets, Capital Markets, Derivatives, Investments, Due Diligence, Asset Management, Venture Capital, Corporate Finance, Economics, Portfolio Management

Education
Princeton University   2005 — 2009
BSE, Operations Research and Financial Engineering

Beijing Normal University   2007 — 2007
Chinese Language and Cultural Studies

Libby Toudouze Libby Toudouze Dallas/Fort Worth Area Details
Libby Toudouze's Family Office Experience 2004 - 2005
Job Partner, Cushing Asset Management
Industry Oil & Energy
Experience
Cushing Asset Management LP   2005 - Present
Swank Capital   2005 - 2009
Family Office   2004 - 2005
Bank of America  2001 - 2004

Skills
Investments, Portfolio Management, Hedge Funds, Investment Management, Asset Managment, Equities, Asset Allocation, Private Equity

Education
Edwin L Cox School of Business   1988 — 1989
Master of Business Administration (MBA), Finance, General

Southern Methodist University - Cox School of Business   1980 — 1984
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Sara Colorado Sara Colorado Greater New York City Area Details
Sara Colorado's Family Office Experience October 2012 - Present
Job Family Office Controller
Industry Executive Office
Experience
Family Office   October 2012 - Present
Wainwright Investment Counsel, LLC & WFS, LLC   2005 - October 2012

Skills
Accounting, Bloomberg, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Management, Microsoft Excel, Valuation

Education
Northeastern University
Finance and Accounting Management, Accounting--Forensic Investigation

Suffolk University
MS, Accounting

Ric Mauricio EA, CFP Ric Mauricio EA, CFP San Francisco Bay Area Details
Ric Mauricio EA, CFP's Family Office Experience May 1976 - Present
Job Investments, Tax and Accounting
Industry Investment Management
Experience
Family Office   May 1976 - Present
H&R Block  1999 - Present
Robert Half International  1999 - Present
Franklin Templeton Investments  January 2003 - December 2006
VMware  2004 - 2005
Olympian Oil Company   September 1999 - September 2002
Sand Hill Global Advisors  September 1991 - September 1999
Morgan Stanley  February 1982 - September 1991
Pacific Gas and Electric Company  February 1973 - February 1981

Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning

Education
San Francisco State University
Bachelor's degree, World Business Management

Grant Greely Grant Greely Greater Boston Area Details
Grant Greely's Family Office Experience 2002 - Present
Job Banking
Industry Investment Management
Experience
Family Office   2002 - Present

Education
Boston University   1978 — 1981
BSBA, Marketing and Operations Management

Buckingham Browne & Nichols

Marie-Claude Bernal Marie-Claude Bernal Greater Boston Area Details
Marie-Claude Bernal's Family Office Experience 2001 - Present
Job Family Office Financial Adviser, Company Board Director
Industry Financial Services
Experience
EXEL Industries   January 2012 - Present
Esker  2001 - Present
Family Office   2001 - Present
Apellis Pharmaceuticals   January 2010 - December 2014
Potentia Pharmaceuticals   2004 - December 2014
GnuBIO, Inc  2010 - March 2014
Wellington Management  1979 - 2000

Education
The University of Chicago   1969 — 1971
MBA, Finance, computer science

HEC Paris   1964 — 1967
BS, Finance and Accounting, Valedictorian HECJF

Arif Javeed Arif Javeed Greater New York City Area Details
Arif Javeed's Family Office Experience 2012 - Present
Job Investment Professional
Industry Investment Management
Experience
Family Office   2012 - Present

Skills
Hedge Funds, Bloomberg, Equities, Valuation, Private Equity, Equity Research, Alternative Investments, Fixed Income, Financial Modeling, Investment Banking, Capital Markets, Emerging Markets, Asset Management, Investments, High Yield

Education
Rice University
Bachelor of Arts, Economics

Patrick Taffe Patrick Taffe United States Details
Patrick Taffe's Family Office Experience 2014 - 2015
Job Director, Equity Division at Mizuho Securities
Industry Investment Banking
Experience
Mizuho Securities USA Inc.  September 2015 - Present
Summit Research Partners LLC   June 2015 - September 2015
Family Office   2014 - 2015
RBC Capital Markets  2005 - 2013
Bear Stearns  June 2004 - December 2004
Credit Suisse  1999 - 2003

Skills
Equities, Alternative Investments, Capital Markets, Investment Banking, Equity Research, Hedge Funds, Business Development, Relationship Management, Series 7, Series 63, Mutual Funds, Investments, Bloomberg, New Business Development, Client Services, Asset Management, Asset Allocation

Education
Bucknell University   1995 — 1999
Bachelor of Arts (B.A.), Economics

The Taft School   1992 — 1995

David Leake David Leake Las Vegas, Nevada Area Details
David Leake's Family Office Experience January 2014 - Present
Job Controller
Industry Gambling & Casinos
Experience
Family Office   January 2014 - Present
Station Casinos  October 2012 - January 2014
Station Casinos  October 2011 - September 2012
PwC  January 2007 - October 2011

Skills
Sarbanes-Oxley Act, Casino Gaming, Internal Controls, Financial Reporting, General Ledger, Accounting, Auditing, Financial Statements, CPA

Education
University of Nevada-Las Vegas   2002 — 2006
Bachelor, Accounting and Marketing

Greg Hardester Greg Hardester San Francisco Bay Area Details
Greg Hardester's Family Office Experience April 1996 - Present
Job Partner
Industry Accounting
Experience
Family Office   April 1996 - Present

Education
Utah State University
Master of Business Administration (MBA)

Brigham Young University
Bachelor of Science (BS), Accounting

Ryan Cunningham Ryan Cunningham Greater New York City Area Details
Ryan Cunningham's Family Office Experience April 2014 - Present
Job Family Office
Industry Investment Management
Experience
Family Office   April 2014 - Present

Skills
Hedge Funds, Equities, Valuation, Capital Markets, Alternative Investments, Private Equity, Investments, Financial Modeling, Asset Management, Investment Banking, Bloomberg, Fixed Income, Due Diligence, Equity Research, Portfolio Management

Education
Middlebury College   2000 — 2004
Bachelor's Degree, Economics

Sahil Gupta Sahil Gupta New York, New York Details
Sahil Gupta's Family Office Experience August 2014 - Present
Job PE Associate
Industry Venture Capital & Private Equity
Experience
Family Office   August 2014 - Present
Citi  July 2012 - June 2014
Citi  May 2011 - August 2011
UBS Financial Services Inc  May 2010 - July 2010
Ivy Gate   June 2009 - March 2010

Skills
Investment Banking, Financial Modeling, Valuation, Research, Public Speaking, Data Analysis, Corporate Finance

Education
Columbia University in the City of New York   2008 — 2012
Bachelor of Arts (B.A.), Economics/Philosophy, Magna Cum Laude

King George V School (Secondary School)   2001 — 2008
A Levels

Matthew Schwartzman Matthew Schwartzman Greater New York City Area Details
Matthew Schwartzman's Family Office Experience March 2014 - Present
Job Controller at Family Office
Industry Financial Services
Experience
Family Office   March 2014 - Present
Rothstein Kass  January 2011 - March 2014
Citi Hedge Fund Services North America   February 2008 - January 2011

Skills
Hedge Funds, Fund Of Funds, Offshore Funds, Private Equity, Investor Reporting, Financial Statement..., Fund Accounting, Alternative Investments, Fund Administration, Derivatives

Education
University at Albany, SUNY   2006 — 2007
Master of Science, Professional Accountancy

Skidmore College   2002 — 2006
Bachelor of Science, Management & Business, French

Frank Schillace Frank Schillace Greater Boston Area Details
Frank Schillace's Family Office Experience April 2014 - Present
Job Member at Family Office
Industry Financial Services
Experience
Family Office   April 2014 - Present
Golden Rings Consulting   October 2008 - Present
Peeled Snacks  April 2010 - September 2013
Barclays Capital  August 2005 - October 2008
Credit Suisse  March 2004 - August 2005
UBS Investment Bank  November 1999 - January 2003
Houlihan Lokey  July 1997 - October 1999

Education
Indiana University Bloomington   1993 — 1997
Finance

Hoffman Estates High School, Illinois   1989 — 1993

Wes McLean Wes McLean Greater Los Angeles Area Details
Wes McLean's Family Office Experience July 2015 - Present
Job Business Professional
Industry Financial Services
Experience
Family Office   July 2015 - Present
JP Morgan Chase Bank N.A.   February 2013 - July 2015
First Republic Bank  September 2010 - October 2012
Leading Edge Property Investments, LLC   April 2006 - May 2009

Skills
Strategic Planning, Financial Analysis, Asset Management, Capital Budgeting, Financial Forecasting, Value Creation

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Management and Finance

University of Colorado at Boulder - Leeds School of Business
Finance

Olivier Ly Olivier Ly Orange County, California Area Details
Olivier Ly's Family Office Experience August 2012 - April 2014
Job Portfolio Manager at Nerv Management LLC
Industry Capital Markets
Experience
Nerv Management LLC   May 2014 - Present
Family Office   August 2012 - April 2014
Societe Generale  September 2010 - August 2011
Student Investment Management Fund   June 2007 - June 2008

Skills
Bloomberg, Reuters, VBA, Microsoft Excel, Credit Derivatives, Structured Products, Trading, Equities, Hedging, Financial Modeling, Derivatives, Portfolio Management, Equity Derivatives, Commodity, Financial Markets

Education
EDHEC Business School   2009 — 2012
Master's Degree, Management, Financial Markets - Trading

California State University-Long Beach - College of Business Administration   2006 — 2008
B.S Business Adminstration, Finance

Meghan Schmidt Meghan Schmidt West Chester, Pennsylvania Details
Meghan Schmidt's Family Office Experience August 2011 - January 2013
Job Executive Assistant
Industry Financial Services
Experience
IM Wealth Partners   November 2014 - Present
Beadalon   April 2013 - November 2014
Family Office   August 2011 - January 2013
Wiggins Shredding Inc.   November 2008 - July 2011
MillerCoors  January 2008 - October 2010
Free People  July 2006 - October 2008
Guess?  December 2005 - April 2006

Skills
Account Management, Microsoft Office, Retail, Merchandising, Recruiting, Customer Service, Sourcing, Event Planning, Social Media Marketing, Accounting, Client Billing, QuickBooks, Manage Client...

Education
Penn State University   2011 — 2018
Bachelor's degree, Business Administration and Management, General

The Art Institute of Philadelphia   2003 — 2005
Associate degree, Fashion Marketing

Tristan Bultman Tristan Bultman New York, New York Details
Tristan Bultman's Family Office Experience February 2009 - April 2010
Job Director, Estate of Fritz Bultman
Industry Fine Art
Experience
The Estate of Fritz Bultman   August 2010 - Present
Edelman Arts   April 2013 - April 2015
TWELV Magazine  December 2011 - July 2013
New Orleans Musicians' Clinic - Foundation Office  June 2002 - June 2012
St. James Episcopal   January 2007 - June 2011
UBS Financial Services Inc. - Private Wealth Management   April 2010 - August 2010
Family Office   February 2009 - April 2010
Morgan Stanley Smith Barney - Global Wealth Management   June 2006 - February 2009
Merrill Lynch  August 2003 - May 2004

Skills
Bloomberg, Investments, Mutual Funds, Equities, Financial Modeling, Series 7, Capital Markets, Alternative Investments, Wealth Management, Hedge Funds, Asset Management, Portfolio Management, Valuation, Fixed Income, Private Equity

Education
Northeastern University   2002 — 2005
Bachelor of Science, International Business and Finance 2005

d'Overbroeck's College   1999 — 2000
A Levels, European History, Business Studies, Theatre Studies

Yelena Movshovich Yelena Movshovich New York, New York Details
Yelena Movshovich's Family Office Experience February 2013 - Present
Job Analyst at Family Office
Industry Financial Services
Experience
Family Office   February 2013 - Present
Thomson Reuters  July 2010 - February 2013
Perry Capital  February 2008 - June 2010
Bear Stearns  May 2006 - January 2008

Education
University of Pennsylvania - The Wharton School   2002 — 2006
Finance and Marketing

Joshua Kruger Joshua Kruger Greater Boston Area Details
Joshua Kruger's Family Office Experience Chief Executive OfficerTibersoft, Inc.January 2001 - September 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
Family Office   Chief Executive OfficerTibersoft, Inc.January 2001 - September 2004
Shoplink, Inc.   August 1999 - January 2001
Star Market Holdings, Inc.   November 1994 - August 1999
Star Market Holdings, Inc.   November 1994 - August 1999
Chevron  August 1989 - November 1994

Skills
Strategic Planning, Energy, Oil, Business Strategy, Change Management, Contract Negotiation, Start-ups, Budgeting, Mergers, Operations Management, Mergers & Acquisitions, Management Consulting, Forecasting, Negotiation, Team Building, Strategy

Education
Harvard Business School
Executive Education Program, Strategic Retail Management

Northeastern University
B.S. Finance

Julie Benas Julie Benas Monaco area Details
Julie Benas's Family Office Experience January 2013 - Present
Job General Counsel Family Office (Monaco)
Industry Financial Services
Experience
Family Office   January 2013 - Present
HSBC PRIVATE BANK (Monaco) SA   April 2006 - December 2012

Skills
AML, Capital Markets, Private Equity, Derivatives, Corporate Governance, Securities, Investment Banking, Corporate Law, Due Diligence, Fixed Income, International Law, Banking, French, Financial Regulation, Risk Management, Banque, Banque d'investissement

Education
Université de Nice-Sophia Antipolis   2004 — 2005
DESS, Droit international des affaires, du commerce et droit fiscal, mention assez bien

Universidad de Granada   2003 — 2004
Maitrise, Droit comparé des affaires, Mention assez bien

Université Rennes II - Haute-Bretagne   2000 — 2003
Deug I et II et Licence, Droit international des affaires, du commerce et droit fiscal, mention assez bien

Molly Pacer Molly Pacer Omaha, Nebraska Details
Molly Pacer's Family Office Experience January 2010 - Present
Job Trade Assistant at Gavilon Group, LLC
Industry Financial Services
Experience
Gavilon Group, LLC  July 2015 - Present
Family Office   January 2010 - Present

Skills
Microsoft Excel, Value Investing, Creative Writing, Business Writing, Investment Research

Education
Creighton University   2010 — 2013
Master of Business Administration (MBA)

University of Nebraska at Omaha   2002 — 2007
BS, Psychology

Ash Fodar Ash Fodar Glenview, Illinois Details
Ash Fodar's Family Office Experience July 2012 - November 2013
Job Head of G4 Rates Sales & Structuring at ANZ
Industry Banking
Experience
ANZ  December 2013 - Present
Family Office   July 2012 - November 2013
J.P. Morgan   May 2008 - June 2012
J.P. Morgan   2008 - 2012
Citi  January 1996 - February 2008

Education
Columbia Business School
Master of Business Administration (MBA), Finance, General

Caitlin McGrath Caitlin McGrath New York, New York Details
Caitlin McGrath's Family Office Experience May 2013 - Present
Job Alternatives
Industry Investment Management
Experience
Family Office   May 2013 - Present
Family Office   June 2010 - April 2013

Education
Princeton University   2005 — 2009
B.A, History