FCG Advisors, LLC
Description
Address: 1 Main St #202, Chatham, NJ 07928 Hours: Open ⋅ Closes 5PM Friday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 635-7374: Category: Website: : Place name: : : : : Website: http://www.fcgadvisors.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FCG Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review
FCG Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FCG Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FCG Advisors, LLC Salaries. You can even request information on how much does FCG Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for FCG Advisors, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 FCG Advisors, LLC employees in database. Find out everything there's to know about FCG Advisors, LLC 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.
FCG Advisors, LLC Employees
Employee
Years
Job
Industry
Charlie Hough Charlie Hough's FCG Advisors, LLC Experience July 2014 - August 2014
Job Risk Summer Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
UBS Wealth Management January 2015 - Present
FCG Advisors LLC July 2014 - August 2014
The Strand Tennis Center May 2011 - July 2014
Tailwind Capital June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Research, Squash, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Major: Economics and Classics Minor: Business Administration
The Hotchkiss School 2010 — 2012
Classics Diploma
Citi June 2015 - Present
UBS Wealth Management January 2015 - Present
FCG Advisors LLC July 2014 - August 2014
The Strand Tennis Center May 2011 - July 2014
Tailwind Capital June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint, Research, Squash, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor's Degree, Major: Economics and Classics Minor: Business Administration
The Hotchkiss School 2010 — 2012
Classics Diploma
Hannah Reitman, JD Hannah Reitman, JD's FCG Advisors, LLC Experience June 2010 - August 2010
Job Risk Consultant at KPMG
Industry Legal Services
Experience
KPMG September 2014 - Present
KPMG September 2013 - September 2014
Transportation Security Administration (TSA) – Office of Chief Counsel – Litigation May 2012 - August 2012
Equal Employment Opportunity Commission June 2011 - August 2011
FCG Advisors, LLC June 2010 - August 2010
Langdon Ford Financial Inc June 2008 - August 2008
Skills
Private Pilot, Legal Writing, Research, Legal Research, Writing, Regulatory Compliance
Education
University of Iowa College of Law 2010 — 2013
Juris Doctor, Law
Grinnell College 2006 — 2010
Bachelor of Arts (B.A.), History
Parsippany Hills High School 2002 — 2006
High School Diploma, High School
KPMG September 2014 - Present
KPMG September 2013 - September 2014
Transportation Security Administration (TSA) – Office of Chief Counsel – Litigation May 2012 - August 2012
Equal Employment Opportunity Commission June 2011 - August 2011
FCG Advisors, LLC June 2010 - August 2010
Langdon Ford Financial Inc June 2008 - August 2008
Skills
Private Pilot, Legal Writing, Research, Legal Research, Writing, Regulatory Compliance
Education
University of Iowa College of Law 2010 — 2013
Juris Doctor, Law
Grinnell College 2006 — 2010
Bachelor of Arts (B.A.), History
Parsippany Hills High School 2002 — 2006
High School Diploma, High School
Tom Holevas Tom Holevas's FCG Advisors, LLC Experience January 2012 - Present
Job Chief Operating Officer at FCG Advisors, LLC
Industry Financial Services
Experience
FCG Advisors, LLC January 2012 - Present
Skills
Asset Managment, Fixed Income, Investment Banking, Private Equity, Finance, Securities, Mergers, Mergers & Acquisitions, Strategy, Asset Management, Capital Markets, Outsourcing, Hedge Funds, Financial Markets, Business Analysis, Analysis, Financial Services, Business Intelligence, Management, Restructuring, Risk Management, Analytics, Leadership, Financial Modeling, Portfolio Management, Accounting, Valuation, Banking, Corporate Finance, Budgets, Investments, Financial Analysis, Derivatives, Equities
Education
The University of Chicago - Booth School of Business 1978 — 1980
MBA, Finance and Marketing
Miami University 1972 — 1976
Bachelor of Science, Accounting and Finance
FCG Advisors, LLC January 2012 - Present
Skills
Asset Managment, Fixed Income, Investment Banking, Private Equity, Finance, Securities, Mergers, Mergers & Acquisitions, Strategy, Asset Management, Capital Markets, Outsourcing, Hedge Funds, Financial Markets, Business Analysis, Analysis, Financial Services, Business Intelligence, Management, Restructuring, Risk Management, Analytics, Leadership, Financial Modeling, Portfolio Management, Accounting, Valuation, Banking, Corporate Finance, Budgets, Investments, Financial Analysis, Derivatives, Equities
Education
The University of Chicago - Booth School of Business 1978 — 1980
MBA, Finance and Marketing
Miami University 1972 — 1976
Bachelor of Science, Accounting and Finance
Jerome L. (Jerry) Fritsche, II Jerome L. (Jerry) Fritsche, II's FCG Advisors, LLC Experience November 1992 - Present
Job CEO at FCG Advisors, LLC
Industry Investment Banking
Experience
FCG Advisors, LLC November 1992 - Present
Moskowitz Capital Consulting June 1991 - February 1993
Nomura Securities International June 1986 - June 1991
Skills
Mergers, Entrepreneurship, Equities, Biotechnology, Venture Capital, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Start-ups, Corporate Development, Investments, Valuation, Investment Banking, Restructuring, Business Strategy, M&A experience, Strategy, Financial Analysis, Capital Markets, Business Development, Strategic Planning, Management, New Business Development, Finance, Marketing Strategy, Executive Management, Consulting, Business Planning, Funding, Negotiation
Education
Tulane University - A.B. Freeman School of Business 2002 — 2003
MBA Certificate, Business Administration
University of Denver 1964 — 1967
Business Administration, Economics
USC Marshall School of Business
eCommerce
Lakeside School
University of Colorado at Colorado Springs
Economics, Political Science
FCG Advisors, LLC November 1992 - Present
Moskowitz Capital Consulting June 1991 - February 1993
Nomura Securities International June 1986 - June 1991
Skills
Mergers, Entrepreneurship, Equities, Biotechnology, Venture Capital, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Start-ups, Corporate Development, Investments, Valuation, Investment Banking, Restructuring, Business Strategy, M&A experience, Strategy, Financial Analysis, Capital Markets, Business Development, Strategic Planning, Management, New Business Development, Finance, Marketing Strategy, Executive Management, Consulting, Business Planning, Funding, Negotiation
Education
Tulane University - A.B. Freeman School of Business 2002 — 2003
MBA Certificate, Business Administration
University of Denver 1964 — 1967
Business Administration, Economics
USC Marshall School of Business
eCommerce
Lakeside School
University of Colorado at Colorado Springs
Economics, Political Science
John Kaiser Jr., CFP® John Kaiser Jr., CFP®'s FCG Advisors, LLC Experience June 2010 - May 2014
Job Financial Planner
Industry Financial Services
Experience
Burke Financial Strategies June 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Waddell & Reed Financial Services February 2009 - February 2010
The Ayco Company LP June 1999 - November 2008
Carpenters Pension Fund of Philadelphia & Vicinity November 1991 - May 1999
Skills
Series 7, Hedge Funds, Employee Benefits, Mutual Funds, Portfolio Management, Equities, Securities, Financial Modeling, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Accounting, Financial Analysis, Investments, Financial Planning
Education
Philadelphia University 1995 — 1998
Master of Business Administration, Finance
Drexel University 1986 — 1991
Bachelor of Science, Accounting
Holy Ghost 1982 — 1986
Burke Financial Strategies June 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Waddell & Reed Financial Services February 2009 - February 2010
The Ayco Company LP June 1999 - November 2008
Carpenters Pension Fund of Philadelphia & Vicinity November 1991 - May 1999
Skills
Series 7, Hedge Funds, Employee Benefits, Mutual Funds, Portfolio Management, Equities, Securities, Financial Modeling, Asset Management, Strategic Financial..., Finance, Wealth Management, Financial Accounting, Financial Analysis, Investments, Financial Planning
Education
Philadelphia University 1995 — 1998
Master of Business Administration, Finance
Drexel University 1986 — 1991
Bachelor of Science, Accounting
Holy Ghost 1982 — 1986
Christopher J. Mackin, CFP® Christopher J. Mackin, CFP®'s FCG Advisors, LLC Experience September 2014 - Present
Job Wealth Advisor and Retirement Plan Consulting at FCG Advisors
Industry Financial Services
Experience
FCG Advisors LLC September 2014 - Present
The JCMC Legacy Entity May 2014 - Present
Hoboken Rotary July 2009 - Present
Hoboken Chamber of Commerce 2009 - Present
Hudson County CEDS Committee February 2012 - Present
Rutgers Club of North Jersey 2011 - Present
The Business Strategies Group of New Jersey December 2012 - September 2014
Blue Water Advisors, LLC December 2008 - September 2014
New Canaan Group/BWA December 2008 - September 2014
AXA Advisors October 2005 - September 2014
Skills
Retirement Planning, Investments, Risk Management, Series 7, Wealth Management, Strategic Financial..., Asset Management, Certified Financial..., Due Diligence, Financial Planning, Investment Strategies, Investment Management, Finance, Financial Services, Wealth, Securities, Mutual Funds, Portfolio Management, Estate Planning, Employee Benefits, Strategic Planning, Uniform Combined State..., Small Business, Wealth Management..., Wealth Accumulation
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Economics, Minor - Sociology
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
American College 2008 — 2010
CFP®
MTHS
FCG Advisors LLC September 2014 - Present
The JCMC Legacy Entity May 2014 - Present
Hoboken Rotary July 2009 - Present
Hoboken Chamber of Commerce 2009 - Present
Hudson County CEDS Committee February 2012 - Present
Rutgers Club of North Jersey 2011 - Present
The Business Strategies Group of New Jersey December 2012 - September 2014
Blue Water Advisors, LLC December 2008 - September 2014
New Canaan Group/BWA December 2008 - September 2014
AXA Advisors October 2005 - September 2014
Skills
Retirement Planning, Investments, Risk Management, Series 7, Wealth Management, Strategic Financial..., Asset Management, Certified Financial..., Due Diligence, Financial Planning, Investment Strategies, Investment Management, Finance, Financial Services, Wealth, Securities, Mutual Funds, Portfolio Management, Estate Planning, Employee Benefits, Strategic Planning, Uniform Combined State..., Small Business, Wealth Management..., Wealth Accumulation
Education
Rutgers University-New Brunswick 2001 — 2005
BA, Economics, Minor - Sociology
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
American College 2008 — 2010
CFP®
MTHS
J Tanner Combias J Tanner Combias's FCG Advisors, LLC Experience May 2011 - June 2011
Job Deals Senior Associate Specializing in Valuation & Accounting Advisory Services
Industry Accounting
Experience
PwC July 2015 - Present
PwC September 2013 - June 2015
PwC January 2012 - March 2012
Spire Capital Partners June 2011 - June 2011
FCG Advisors LLC May 2011 - June 2011
Block Island Club June 2004 - August 2010
Skills
Financial Analysis, Valuation, Financial Modeling
Education
Wake Forest University 2012 — 2013
Master of Science (MS), Accounting
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), Finance
London School of Economics and Political Science 2011 — 2011
Marketing
The Pingry School 1998 — 2008
PwC July 2015 - Present
PwC September 2013 - June 2015
PwC January 2012 - March 2012
Spire Capital Partners June 2011 - June 2011
FCG Advisors LLC May 2011 - June 2011
Block Island Club June 2004 - August 2010
Skills
Financial Analysis, Valuation, Financial Modeling
Education
Wake Forest University 2012 — 2013
Master of Science (MS), Accounting
Wake Forest University 2008 — 2012
Bachelor of Science (B.S.), Finance
London School of Economics and Political Science 2011 — 2011
Marketing
The Pingry School 1998 — 2008
Geoffrey B. Sargeant, CFP, AEP Geoffrey B. Sargeant, CFP, AEP's FCG Advisors, LLC Experience August 2003 - July 2006
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
City National Rochdale Investment Management November 2013 - September 2014
City National Bank July 2006 - September 2014
FCG Advisors, LLC August 2003 - July 2006
SEI Investments 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Financial Planning and Services
Bucknell University 1996 — 2000
BSBA, Management
Providence Country Day
High School
Neuberger Berman September 2014 - Present
City National Rochdale Investment Management November 2013 - September 2014
City National Bank July 2006 - September 2014
FCG Advisors, LLC August 2003 - July 2006
SEI Investments 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Financial Planning and Services
Bucknell University 1996 — 2000
BSBA, Management
Providence Country Day
High School
David Stultz David Stultz's FCG Advisors, LLC Experience December 2014 - June 2015
Job Diagnostics Technician
Industry Public Relations and Communications
Experience
Predictive Maintenance Diagnostics July 2015 - Present
FCG Advisors LLC December 2014 - June 2015
Primerica May 2013 - December 2014
Colorado Christian University June 2012 - January 2014
PM Diagnostics June 2006 - December 2013
Inn by the Sea June 2013 - September 2013
Hollister Co. April 2013 - May 2013
Skills
Communication, Interpersonal Skill, Teamwork, Leadership, Public Speaking, PowerPoint, Time Management, Public Relations, Social Media, Sales, Management, Event Planning, Close Attention to..., Social Networking, Fundraising, Interpersonal..., Microsoft Word, Community Outreach, Microsoft Office, Microsoft Excel, Customer Service, Research, Creative Writing, Social Media Marketing
Education
Colorado Christian University 2011 — 2013
Bachelor's degree, Communications
Liberty University 2010 — 2011
Predictive Maintenance Diagnostics July 2015 - Present
FCG Advisors LLC December 2014 - June 2015
Primerica May 2013 - December 2014
Colorado Christian University June 2012 - January 2014
PM Diagnostics June 2006 - December 2013
Inn by the Sea June 2013 - September 2013
Hollister Co. April 2013 - May 2013
Skills
Communication, Interpersonal Skill, Teamwork, Leadership, Public Speaking, PowerPoint, Time Management, Public Relations, Social Media, Sales, Management, Event Planning, Close Attention to..., Social Networking, Fundraising, Interpersonal..., Microsoft Word, Community Outreach, Microsoft Office, Microsoft Excel, Customer Service, Research, Creative Writing, Social Media Marketing
Education
Colorado Christian University 2011 — 2013
Bachelor's degree, Communications
Liberty University 2010 — 2011
Cindy Marvin Cindy Marvin's FCG Advisors, LLC Experience May 2000 - Present
Job Operations Administrator at FCG Advisors, LLC
Industry Financial Services
Experience
FCG Advisors, LLC May 2000 - Present
Skills
Series 7, Series 63, Equities, Securities, Investments, Trading, Wealth Management, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Asset Management, Capital Markets, Series 4, Customer Service
Education
Rider University 1981 — 1985
Bachelor of Science, Marketing/Marketing Management, General
FCG Advisors, LLC May 2000 - Present
Skills
Series 7, Series 63, Equities, Securities, Investments, Trading, Wealth Management, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Asset Management, Capital Markets, Series 4, Customer Service
Education
Rider University 1981 — 1985
Bachelor of Science, Marketing/Marketing Management, General
Brian Combias's FCG Advisors, LLC Experience May 2006 - January 2007
Job Operations Coordinator, Creative Services, HBO
Industry Broadcast Media
Experience
HBO May 2012 - Present
Fox Sports August 2010 - May 2012
Universal Music Group June 2009 - July 2009
FCG Advisors LLC May 2006 - January 2007
Skills
Management, Social Media, Social Media Marketing, Digital Marketing, Marketing, Facebook, Multi-channel Campaign..., Team Management, Operations Management, Sales, Digital Media, Online Advertising, Digital Strategy, Microsoft Excel, PowerPoint, Training
Education
Denison University 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor in Communications)
The Pingry School 2002 — 2006
HBO May 2012 - Present
Fox Sports August 2010 - May 2012
Universal Music Group June 2009 - July 2009
FCG Advisors LLC May 2006 - January 2007
Skills
Management, Social Media, Social Media Marketing, Digital Marketing, Marketing, Facebook, Multi-channel Campaign..., Team Management, Operations Management, Sales, Digital Media, Online Advertising, Digital Strategy, Microsoft Excel, PowerPoint, Training
Education
Denison University 2006 — 2010
Bachelor of Arts (B.A.), Economics (Minor in Communications)
The Pingry School 2002 — 2006
Lydia Lewis- Oyetunji's FCG Advisors, LLC Experience September 2014 - November 2014
Job Chronicles Virtual Assistant Services
Industry Executive Office
Experience
Chronicles Administrative Support February 2012 - Present
Transcom October 2014 - March 2015
FCG Advisors LLC September 2014 - November 2014
Target Stores Inc January 2009 - March 2011
FedEx/ Connextions January 2007 - January 2009
Skills
Virtual Assistance, Administrative..., Customer Service, Call Centers, Account Management, Public Speaking, Team Building, Online Marketing, Project Management, Data Entry, Call Center, Sales Support, Personal Training, Team Management, Sales Management, Direct Sales, Mentoring, Customer Relations, Social Media, Blogging, Human Resources, Consulting, Microsoft Office, Microsoft Excel, Microsoft Publisher, Proofreading, PowerPoint, Customer Support, Nutritional Counseling, Office Administration, Research, Market Research, Social Media Marketing, Training, Leadership, Administrative..., Sales, Marketing, Entrepreneurship, Management, Social Networking, Virtual Assistant
Education
Dekalb Community College 1998 — 1999
Associates Degree, Business Administration
Ultrasound Diagnostics 1999 — 2000
Certification, Medical Assistant
Alonzo A. Crim 1991 — 1995
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Chronicles Administrative Support February 2012 - Present
Transcom October 2014 - March 2015
FCG Advisors LLC September 2014 - November 2014
Target Stores Inc January 2009 - March 2011
FedEx/ Connextions January 2007 - January 2009
Skills
Virtual Assistance, Administrative..., Customer Service, Call Centers, Account Management, Public Speaking, Team Building, Online Marketing, Project Management, Data Entry, Call Center, Sales Support, Personal Training, Team Management, Sales Management, Direct Sales, Mentoring, Customer Relations, Social Media, Blogging, Human Resources, Consulting, Microsoft Office, Microsoft Excel, Microsoft Publisher, Proofreading, PowerPoint, Customer Support, Nutritional Counseling, Office Administration, Research, Market Research, Social Media Marketing, Training, Leadership, Administrative..., Sales, Marketing, Entrepreneurship, Management, Social Networking, Virtual Assistant
Education
Dekalb Community College 1998 — 1999
Associates Degree, Business Administration
Ultrasound Diagnostics 1999 — 2000
Certification, Medical Assistant
Alonzo A. Crim 1991 — 1995
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kim DeVito (Gladish) Kim DeVito (Gladish)'s FCG Advisors, LLC Experience February 2000 - August 2002
Job Executive Assistant at Nestle HealthCare Nutrition
Industry Consumer Goods
Experience
Nestle Health Science - Nestle HealthCare Nutrition, Inc. October 2010 - Present
Nestle HealthCare Nutrition January 2010 - October 2010
Nestle Infant Nutrition October 2008 - January 2010
Quest Total Fitness January 1998 - October 2008
Morris Home Title Agency 2001 - 2008
Pocono Wellness & Sports Center May 2003 - December 2005
FCG Advisors, LLC February 2000 - August 2002
Skills
SAP, PowerPoint, Microsoft Excel, Microsoft Office, SharePoint, Office Administration, Project Planning, Management, Leadership, Sales, Training, Team Leadership, Budgets, Employee Relations, Cross-functional Team...
Education
Central Texas College
County College of Morris
Nestle Health Science - Nestle HealthCare Nutrition, Inc. October 2010 - Present
Nestle HealthCare Nutrition January 2010 - October 2010
Nestle Infant Nutrition October 2008 - January 2010
Quest Total Fitness January 1998 - October 2008
Morris Home Title Agency 2001 - 2008
Pocono Wellness & Sports Center May 2003 - December 2005
FCG Advisors, LLC February 2000 - August 2002
Skills
SAP, PowerPoint, Microsoft Excel, Microsoft Office, SharePoint, Office Administration, Project Planning, Management, Leadership, Sales, Training, Team Leadership, Budgets, Employee Relations, Cross-functional Team...
Education
Central Texas College
County College of Morris
Christopher Glatz's FCG Advisors, LLC Experience September 1995 - Present
Job VP, Trading and Operations
Industry Financial Services
Experience
FCG Advisors, LLC September 1995 - Present
MDS Securities, Inc. 1992 - 1995
John Hancock Financial Services 1991 - 1992
Skills
Equities, Series 7, Fixed Income, Capital Markets, Hedge Funds, Series 63, Derivatives, Alternative Investments, Bloomberg, Trading, Asset Managment, Trading Systems, Mutual Funds, Options, Asset Allocation, Portfolio Management, Electronic Trading, Equity Trading, Investment Management, Financial Services, Bonds, Middle Office, Investment Strategies, Financial Markets, Series 24, Prime Brokerage, Valuation, Financial Risk, Back Office, Risk Management, Settlement, Financial Modeling, Private Equity, Market Data, Relationship Management, Due Diligence, Financial Analysis, Equity Derivatives, Credit Analysis, Corporate Finance, Operational Risk..., Mergers & Acquisitions, Hedging, Investment Advisory, Equity Research, Enterprise Risk..., Emerging Markets, Bloomberg Terminal, Client Services, Securities
Education
Rutgers Business School 1999 — 2002
MBA, Finance
Penn State University 1987 — 1991
B.S., Management
FCG Advisors, LLC September 1995 - Present
MDS Securities, Inc. 1992 - 1995
John Hancock Financial Services 1991 - 1992
Skills
Equities, Series 7, Fixed Income, Capital Markets, Hedge Funds, Series 63, Derivatives, Alternative Investments, Bloomberg, Trading, Asset Managment, Trading Systems, Mutual Funds, Options, Asset Allocation, Portfolio Management, Electronic Trading, Equity Trading, Investment Management, Financial Services, Bonds, Middle Office, Investment Strategies, Financial Markets, Series 24, Prime Brokerage, Valuation, Financial Risk, Back Office, Risk Management, Settlement, Financial Modeling, Private Equity, Market Data, Relationship Management, Due Diligence, Financial Analysis, Equity Derivatives, Credit Analysis, Corporate Finance, Operational Risk..., Mergers & Acquisitions, Hedging, Investment Advisory, Equity Research, Enterprise Risk..., Emerging Markets, Bloomberg Terminal, Client Services, Securities
Education
Rutgers Business School 1999 — 2002
MBA, Finance
Penn State University 1987 — 1991
B.S., Management
Peter Marquardt, CSCP, CAMS's FCG Advisors, LLC Experience June 2010 - May 2014
Job COO at The LeoGroup, LLC
Industry Financial Services
Experience
The Leo Group, LLC May 2014 - Present
SenaHill Partners, LP May 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Various Financial Services Companies October 2003 - June 2010
Goldman Sachs March 1996 - October 2003
Spear, Leeds & Kellogg March 1996 - September 2000
Skills
Hedge Funds, Sports Coaching
Education
Lehigh University
Tulane University - A.B. Freeman School of Business
Masters Certificate in Management
newark academy
The Leo Group, LLC May 2014 - Present
SenaHill Partners, LP May 2014 - Present
FCG Advisors, LLC June 2010 - May 2014
Various Financial Services Companies October 2003 - June 2010
Goldman Sachs March 1996 - October 2003
Spear, Leeds & Kellogg March 1996 - September 2000
Skills
Hedge Funds, Sports Coaching
Education
Lehigh University
Tulane University - A.B. Freeman School of Business
Masters Certificate in Management
newark academy
Don La Fronz, CFP®, MBA's FCG Advisors, LLC Experience October 2014 - Present
Job Financial Advisor at FCG Advisors LLC
Industry Financial Services
Experience
FCG Advisors LLC October 2014 - Present
Pell Wealth Partners May 2006 - October 2014
BNY Mellon June 2002 - November 2004
Smith Barney August 1998 - May 2002
Education
College For Financial Planning 2005 — 2005
CFP-Certified Financial Planner
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance
Fairfield University
Bachelor's degree, Finance, General
FCG Advisors LLC October 2014 - Present
Pell Wealth Partners May 2006 - October 2014
BNY Mellon June 2002 - November 2004
Smith Barney August 1998 - May 2002
Education
College For Financial Planning 2005 — 2005
CFP-Certified Financial Planner
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance
Fairfield University
Bachelor's degree, Finance, General
Kumar Pushparaj's FCG Advisors, LLC Experience June 2010 - Present
Job Sales Assistant at FCG Advisors LLC
Industry Financial Services
Experience
FCG Advisors LLC June 2010 - Present
Oppenheimer & Co. January 2008 - May 2009
Oppenheimer & Co. February 2005 - January 2008
Ciber Inc January 1998 - September 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Sales, Social Media, Time Management, Marketing, Team Leadership, Outlook, Retail, Financial Analysis, Account Management, Research, Marketing Communications, Banking, Project Management, Market Research, Leadership, Strategic Planning
Education
The Chubb Institute 1997 — 1998
Computer Programming Certification
Bucknell University 1991 — 1995
Bachelor of Arts (B.A.)
Delbarton High School 1987 — 1991
FCG Advisors LLC June 2010 - Present
Oppenheimer & Co. January 2008 - May 2009
Oppenheimer & Co. February 2005 - January 2008
Ciber Inc January 1998 - September 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Sales, Social Media, Time Management, Marketing, Team Leadership, Outlook, Retail, Financial Analysis, Account Management, Research, Marketing Communications, Banking, Project Management, Market Research, Leadership, Strategic Planning
Education
The Chubb Institute 1997 — 1998
Computer Programming Certification
Bucknell University 1991 — 1995
Bachelor of Arts (B.A.)
Delbarton High School 1987 — 1991
Hugh Daly's FCG Advisors, LLC Experience July 2015 - August 2015
Job Internship at FCG Advisors LLC
Industry Financial Services
Experience
FCG Advisors LLC July 2015 - August 2015
Harvest Restaurant Group May 2013 - August 2015
Skills
Sales and Service, Video Editing, Private Investment, Microsoft Excel, Microsoft Office, Final Cut Pro, Finance, Investments
Education
Bucknell University 2013 — 2017
Bachelors of Arts, in both Economics and Political Science
Columbia University in the City of New York 2015 — 2015
Certificate in Business
FCG Advisors LLC July 2015 - August 2015
Harvest Restaurant Group May 2013 - August 2015
Skills
Sales and Service, Video Editing, Private Investment, Microsoft Excel, Microsoft Office, Final Cut Pro, Finance, Investments
Education
Bucknell University 2013 — 2017
Bachelors of Arts, in both Economics and Political Science
Columbia University in the City of New York 2015 — 2015
Certificate in Business