Family Office
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Family Office November 2013 - Present
PricewaterhouseCoopers July 2006 - November 2013
PricewaterhouseCoopers June 2005 - August 2005
Education
Penn State University 2002 — 2006
Finance
Hunderdon Central
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
Family Office July 2015 - Present
Education
Budapest Corvinus University 2001 — 2006
MSc, Corporate Finance
Helsingin kauppakorkeakoulu
CEMS MIM, International Management
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
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
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)
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
Family Office May 2010 - Present
Lindquist & Vennum May 2007 - May 2010
Rider Bennett, LLP 1998 - 2007
Education
University of Minnesota Law School 1996 — 1999
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
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
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
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
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
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
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
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
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
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
Family Office 2002 - Present
Education
Boston University 1978 — 1981
BSBA, Marketing and Operations Management
Buckingham Browne & Nichols
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
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
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
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
Family Office April 1996 - Present
Education
Utah State University
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (BS), Accounting
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
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
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
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
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
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
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
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
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
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
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
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
Family Office May 2013 - Present
Family Office June 2010 - April 2013
Education
Princeton University 2005 — 2009
B.A, History