Federal Street Advisors
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Federal Street Advisors Employees
Employee
Years
Job
Industry
Douglas Huber Douglas Huber's Federal Street Advisors Experience January 2009 - September 2014
Job Vice President, Senior Research Analyst at North American Management
Industry Financial Services
Experience
North American Management Corporation September 2014 - Present
Federal Street Advisors January 2009 - September 2014
Education
Babson College 2004 — 2008
BS, Finance and Economics
North American Management Corporation September 2014 - Present
Federal Street Advisors January 2009 - September 2014
Education
Babson College 2004 — 2008
BS, Finance and Economics
Molly Betournay Molly Betournay's Federal Street Advisors Experience December 2014 - Present
Job ESG Research Analyst at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors December 2014 - Present
EIRIS June 2012 - December 2014
EIRIS December 2009 - June 2012
Pax World Funds 2004 - 2009
Skills
Corporate Social..., Research, Sustainable Business, Socially Responsible..., Sustainable Development, Sustainability, Economics, Climate Change, International..., Investments, Portfolio Management, Financial Services, Sustainability Reporting, Sustainability..., Stakeholder Engagement
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
Master of Business Administration (MBA)
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Linguistics
Federal Street Advisors December 2014 - Present
EIRIS June 2012 - December 2014
EIRIS December 2009 - June 2012
Pax World Funds 2004 - 2009
Skills
Corporate Social..., Research, Sustainable Business, Socially Responsible..., Sustainable Development, Sustainability, Economics, Climate Change, International..., Investments, Portfolio Management, Financial Services, Sustainability Reporting, Sustainability..., Stakeholder Engagement
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
Master of Business Administration (MBA)
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Linguistics
Katy Stangle's Federal Street Advisors Experience April 2007 - April 2014
Job Director of Client Services at Breed's Hill Capital
Industry Investment Management
Experience
Breed's Hill Capital May 2014 - Present
Federal Street Advisors April 2007 - April 2014
Liberty Mutual Insurance June 2005 - April 2007
Skills
Finance, Strategic Financial..., Asset Allocation, Equities
Education
Bentley University 2005 — 2007
MBA, Finance/Financial Planning
Bentley University 2001 — 2005
BS, Finance
Boston University 2012 — 2013
Certificate in Financial Planning
Breed's Hill Capital May 2014 - Present
Federal Street Advisors April 2007 - April 2014
Liberty Mutual Insurance June 2005 - April 2007
Skills
Finance, Strategic Financial..., Asset Allocation, Equities
Education
Bentley University 2005 — 2007
MBA, Finance/Financial Planning
Bentley University 2001 — 2005
BS, Finance
Boston University 2012 — 2013
Certificate in Financial Planning
Emily Bannister, CFA Emily Bannister, CFA's Federal Street Advisors Experience January 2013 - August 2014
Job Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2014 - Present
Federal Street Advisors January 2013 - August 2014
Federal Street Advisors March 2011 - January 2013
Federal Street Advisors May 2006 - March 2011
Bain & Company January 2003 - May 2006
Skills
Investment Advisory, Manager Selection, Alternative Investments, Asset Allocation, Microsoft Office, Morningstar Direct, Team Management
Education
Universidad de Alcalá 2001 — 2002
MBA, Business Administration
Boston University 1997 — 2001
BA, International Relations, Hispanic Language and Literature
Wellington Management August 2014 - Present
Federal Street Advisors January 2013 - August 2014
Federal Street Advisors March 2011 - January 2013
Federal Street Advisors May 2006 - March 2011
Bain & Company January 2003 - May 2006
Skills
Investment Advisory, Manager Selection, Alternative Investments, Asset Allocation, Microsoft Office, Morningstar Direct, Team Management
Education
Universidad de Alcalá 2001 — 2002
MBA, Business Administration
Boston University 1997 — 2001
BA, International Relations, Hispanic Language and Literature
Jennifer Ireland Jennifer Ireland's Federal Street Advisors Experience July 2014 - Present
Job Client Associate at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors July 2014 - Present
Brown Brothers Harriman December 2006 - June 2014
Education
Skidmore College 2002 — 2006
BS, Business
The Taft School 1999 — 2002
Federal Street Advisors July 2014 - Present
Brown Brothers Harriman December 2006 - June 2014
Education
Skidmore College 2002 — 2006
BS, Business
The Taft School 1999 — 2002
Andrew Shepard, CFA Andrew Shepard, CFA's Federal Street Advisors Experience July 2008 - December 2011
Job Director at RINET Company, LLC
Industry Investment Management
Experience
RINET Company, LLC November 2014 - Present
RINET Company, LLC December 2011 - October 2014
Federal Street Advisors July 2008 - December 2011
Weston Financial October 2007 - July 2008
Skills
Asset Allocation, Hedge Funds, Investments
Education
The George Washington University 2003 — 2007
BBA, Intl Business, Finance and Econ
University of Melbourne - Melbourne Business School
RINET Company, LLC November 2014 - Present
RINET Company, LLC December 2011 - October 2014
Federal Street Advisors July 2008 - December 2011
Weston Financial October 2007 - July 2008
Skills
Asset Allocation, Hedge Funds, Investments
Education
The George Washington University 2003 — 2007
BBA, Intl Business, Finance and Econ
University of Melbourne - Melbourne Business School
Justine DeCoste's Federal Street Advisors Experience April 2015 - Present
Job Senior Research Analyst at Federal Street Advisors
Industry Investment Management
Experience
Federal Street Advisors April 2015 - Present
Federal Street Advisors January 2012 - Present
Federal Street Advisors May 2011 - January 2012
Skills
Due Diligence, Asset Allocation, Research, Equities, Economics, Manager Selection
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics; International Studies
Saint Louis University Madrid 2011 — 2011
International Finance, Economics, Spanish
Notre Dame Academy High School 2004 — 2008
Federal Street Advisors April 2015 - Present
Federal Street Advisors January 2012 - Present
Federal Street Advisors May 2011 - January 2012
Skills
Due Diligence, Asset Allocation, Research, Equities, Economics, Manager Selection
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics; International Studies
Saint Louis University Madrid 2011 — 2011
International Finance, Economics, Spanish
Notre Dame Academy High School 2004 — 2008
Devon Bruce Devon Bruce's Federal Street Advisors Experience July 2012 - Present
Job Investment Planning | Financial Analysis | Asset Allocation | MBA Finance Graduate
Industry Financial Services
Experience
Federal Street Advisors July 2012 - Present
NEUBERGER BERMAN LLC November 2006 - June 2010
THE AYCO CO. L.P August 2005 - October 2006
Education
Boston University 2010 — 2012
MBA, Finance
Union College 2001 — 2005
Bachelor of Arts, Economics
Federal Street Advisors July 2012 - Present
NEUBERGER BERMAN LLC November 2006 - June 2010
THE AYCO CO. L.P August 2005 - October 2006
Education
Boston University 2010 — 2012
MBA, Finance
Union College 2001 — 2005
Bachelor of Arts, Economics
Bala Cumaresan Bala Cumaresan's Federal Street Advisors Experience July 2000 - May 2008
Job Chief Executive Officer at Siharum Advisors, LLC
Industry Investment Management
Experience
Siharum Advisors, LLC August 2008 - Present
Federal Street Advisors July 2000 - May 2008
Kobren Insight Management October 1995 - June 2000
Aeltus Investment Management July 1993 - September 1995
Education
University of Connecticut 1991 — 1993
MBA, Finance & Accounting
Bharathiar University 1986 — 1990
BE, Electronics and Communication
Siharum Advisors, LLC August 2008 - Present
Federal Street Advisors July 2000 - May 2008
Kobren Insight Management October 1995 - June 2000
Aeltus Investment Management July 1993 - September 1995
Education
University of Connecticut 1991 — 1993
MBA, Finance & Accounting
Bharathiar University 1986 — 1990
BE, Electronics and Communication
Tyson Shelby Tyson Shelby's Federal Street Advisors Experience November 2013 - Present
Job Client Systems Associate at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors November 2013 - Present
Green Century Capital Management November 2011 - November 2013
Progressive Asset Management November 2010 - November 2011
Merrill Lynch September 2009 - December 2009
Education
Flagler College 2006 — 2010
Bachelor of Art, Major: Accounting. Minors: Finance, Business, Religion
University of Massachusetts Dartmouth 2011 — 2011
Post Baccalaureate Certificate in Sustainable Development
Federal Street Advisors November 2013 - Present
Green Century Capital Management November 2011 - November 2013
Progressive Asset Management November 2010 - November 2011
Merrill Lynch September 2009 - December 2009
Education
Flagler College 2006 — 2010
Bachelor of Art, Major: Accounting. Minors: Finance, Business, Religion
University of Massachusetts Dartmouth 2011 — 2011
Post Baccalaureate Certificate in Sustainable Development
Alex Hart, CFA, CAIA Alex Hart, CFA, CAIA's Federal Street Advisors Experience August 2014 - Present
Job Director, Equity and Fixed Income Research
Industry Investment Management
Experience
Federal Street Advisors August 2014 - Present
Federal Street Advisors May 2013 - August 2014
Federal Street Advisors March 2011 - April 2013
Federal Street Advisors August 2010 - March 2011
Skills
Manager Selection, Manager Due Diligence, Asset Allocation, Equity, Fixed Income
Education
Colgate University 2005 — 2009
BA, Economics
Stockholm University 2007 — 2007
Economics
Federal Street Advisors August 2014 - Present
Federal Street Advisors May 2013 - August 2014
Federal Street Advisors March 2011 - April 2013
Federal Street Advisors August 2010 - March 2011
Skills
Manager Selection, Manager Due Diligence, Asset Allocation, Equity, Fixed Income
Education
Colgate University 2005 — 2009
BA, Economics
Stockholm University 2007 — 2007
Economics
Anna Nelson Anna Nelson's Federal Street Advisors Experience April 2009 - February 2010
Job Project and Account Management
Industry Marketing and Advertising
Experience
Utility Brand April 2011 - Present
Federal Street Advisors April 2009 - February 2010
Patagonia September 2006 - April 2009
GMO Renewable Resources LLC November 2000 - December 2006
Skills
Project Management, Marketing Strategy, Management, Strategic Planning, Advertising, Public Speaking, Online Advertising, Leadership, Business Development, Marketing Communications, Marketing, New Business Development, Sales, Customer Engagement, Public Relations, Team Building, Customer Service, Customer Retention, Customer Satisfaction, Organizational..., Customer Insight
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA
University of Minnesota Duluth 1996 — 2000
B.A., English, Communication
Utility Brand April 2011 - Present
Federal Street Advisors April 2009 - February 2010
Patagonia September 2006 - April 2009
GMO Renewable Resources LLC November 2000 - December 2006
Skills
Project Management, Marketing Strategy, Management, Strategic Planning, Advertising, Public Speaking, Online Advertising, Leadership, Business Development, Marketing Communications, Marketing, New Business Development, Sales, Customer Engagement, Public Relations, Team Building, Customer Service, Customer Retention, Customer Satisfaction, Organizational..., Customer Insight
Education
Simmons College - Simmons School of Management 2004 — 2007
MBA
University of Minnesota Duluth 1996 — 2000
B.A., English, Communication
Emily LaPann Emily LaPann's Federal Street Advisors Experience June 2006 - August 2006
Job Senior Precertification Coordinator at Neurocare Center for Sleep
Industry Hospital & Health Care
Experience
Neurocare Center for Sleep February 2014 - Present
Neurocare Center for Sleep January 2013 - February 2014
Neurocare Center for Sleep September 2011 - January 2013
Los Angeles Youth Network October 2010 - June 2011
1 On 1 Academic Tutors September 2010 - April 2011
Lions for Learning November 2009 - June 2010
The Mildred Cursh Foundation March 2009 - October 2009
Casa Myrna Vazquez June 2008 - August 2008
Casa Myrna Vasquez July 2007 - August 2007
Federal Street Advisors June 2006 - August 2006
Skills
Tutoring, Editing, Microsoft Excel, Photography, Clerical Skills, Social Services, Community Outreach, Data Entry, Teaching, Volunteer Management, Non-profits, Critical Thinking, Customer Service, Marketing, Fundraising, Nonprofits, Supervisory Skills, Medical Software, Health Insurance
Education
Loyola Marymount University 2008 — 2010
B.A., Sociology
Woodward School For Girls 2003 — 2006
High School Diploma
Neurocare Center for Sleep February 2014 - Present
Neurocare Center for Sleep January 2013 - February 2014
Neurocare Center for Sleep September 2011 - January 2013
Los Angeles Youth Network October 2010 - June 2011
1 On 1 Academic Tutors September 2010 - April 2011
Lions for Learning November 2009 - June 2010
The Mildred Cursh Foundation March 2009 - October 2009
Casa Myrna Vazquez June 2008 - August 2008
Casa Myrna Vasquez July 2007 - August 2007
Federal Street Advisors June 2006 - August 2006
Skills
Tutoring, Editing, Microsoft Excel, Photography, Clerical Skills, Social Services, Community Outreach, Data Entry, Teaching, Volunteer Management, Non-profits, Critical Thinking, Customer Service, Marketing, Fundraising, Nonprofits, Supervisory Skills, Medical Software, Health Insurance
Education
Loyola Marymount University 2008 — 2010
B.A., Sociology
Woodward School For Girls 2003 — 2006
High School Diploma
Eric Godes's Federal Street Advisors Experience September 2014 - Present
Job COO and Chief Wealth Advisory Officer at Federal Street Advisors
Industry Investment Management
Experience
Federal Street Advisors September 2014 - Present
Jades Consulting May 2013 - August 2014
Adviser Investments March 2011 - April 2013
Kobren Insight Management April 1990 - March 2011
E*TRADE Financial December 2005 - February 2011
Fidelity Investments September 1983 - June 1985
Skills
Wealth Management, Investments, Management, ETFs, Alternative Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Sales, Financial Services, Trading, Retirement, Mergers & Acquisitions, Defined Benefit
Education
Babson College 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science and Government
Needham High School
Needham High School
Needham High School
Federal Street Advisors September 2014 - Present
Jades Consulting May 2013 - August 2014
Adviser Investments March 2011 - April 2013
Kobren Insight Management April 1990 - March 2011
E*TRADE Financial December 2005 - February 2011
Fidelity Investments September 1983 - June 1985
Skills
Wealth Management, Investments, Management, ETFs, Alternative Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Sales, Financial Services, Trading, Retirement, Mergers & Acquisitions, Defined Benefit
Education
Babson College 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science and Government
Needham High School
Needham High School
Needham High School
Alexandra Robbins Alexandra Robbins's Federal Street Advisors Experience June 2014 - May 2015
Job Associate Financial Analyst at EMC, EMC Finance Training Program
Industry Financial Services
Experience
EMC July 2015 - Present
EMC July 2015 - Present
Federal Street Advisors June 2014 - May 2015
UBS September 2013 - December 2013
Boston College Center on Wealth and Philanthropy September 2012 - September 2013
Reynolds and Reynolds May 2013 - August 2013
Columbia University School of Continuing Education June 2012 - August 2012
Skills
Microsoft Office, Stata, Financial Analysis, Finance, Investments, Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Team Leadership, Leadership, Teamwork, Research, Bloomberg Terminal, Financial Modeling, Business Analysis, Data Analysis, Access, Risk Management, Market Research, Customer Service, Morningstar, Outlook
Education
Boston College 2011 — 2015
Bachelor’s Degree, Economics and English
L'Institut Catholique de Paris 2014 — 2014
Study Abroad, French; Literature
EMC July 2015 - Present
EMC July 2015 - Present
Federal Street Advisors June 2014 - May 2015
UBS September 2013 - December 2013
Boston College Center on Wealth and Philanthropy September 2012 - September 2013
Reynolds and Reynolds May 2013 - August 2013
Columbia University School of Continuing Education June 2012 - August 2012
Skills
Microsoft Office, Stata, Financial Analysis, Finance, Investments, Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Team Leadership, Leadership, Teamwork, Research, Bloomberg Terminal, Financial Modeling, Business Analysis, Data Analysis, Access, Risk Management, Market Research, Customer Service, Morningstar, Outlook
Education
Boston College 2011 — 2015
Bachelor’s Degree, Economics and English
L'Institut Catholique de Paris 2014 — 2014
Study Abroad, French; Literature
Randy (Hustvedt) Kaufman's Federal Street Advisors Experience May 2009 - April 2011
Job Senior Vice President at EMM
Industry Financial Services
Experience
EMM January 2015 - Present
Wealth & Giving Forum May 2011 - Present
Evercore Wealth Management, LLC April 2011 - December 2014
Federal Street Advisors May 2009 - April 2011
LongVue Advisors, LLC July 2002 - 2009
Fleet Bank March 1996 - May 2002
J.P. Morgan 1988 - 1996
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1985 - 1988
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Mergers, Mergers & Acquisitions, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Derivatives, Strategic Financial..., Financial Services, Private Banking, Succession Planning, Investment Management
Education
University of Chicago Law School 1981 — 1984
JD, law
Middlebury College 1977 — 1981
EMM January 2015 - Present
Wealth & Giving Forum May 2011 - Present
Evercore Wealth Management, LLC April 2011 - December 2014
Federal Street Advisors May 2009 - April 2011
LongVue Advisors, LLC July 2002 - 2009
Fleet Bank March 1996 - May 2002
J.P. Morgan 1988 - 1996
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1985 - 1988
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Mergers, Mergers & Acquisitions, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Derivatives, Strategic Financial..., Financial Services, Private Banking, Succession Planning, Investment Management
Education
University of Chicago Law School 1981 — 1984
JD, law
Middlebury College 1977 — 1981
Catherine Powell's Federal Street Advisors Experience June 2014 - August 2014
Job Events Intern
Industry Marketing and Advertising
Experience
MeYou Health July 2015 - August 2015
Seaglass Events May 2015 - July 2015
Colby College September 2014 - May 2015
Colby College September 2013 - May 2015
Colby College September 2011 - May 2015
Federal Street Advisors June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Proficient Typing Skills, Organization
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Anthropology Major, Environmental Studies Minor
Universidad San Ignacio de Loyola 2013 — 2013
Peruvian Culture
Maine College of Art 2007 — 2011
Painting, Drawing, Photography
MeYou Health July 2015 - August 2015
Seaglass Events May 2015 - July 2015
Colby College September 2014 - May 2015
Colby College September 2013 - May 2015
Colby College September 2011 - May 2015
Federal Street Advisors June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Proficient Typing Skills, Organization
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.), Anthropology Major, Environmental Studies Minor
Universidad San Ignacio de Loyola 2013 — 2013
Peruvian Culture
Maine College of Art 2007 — 2011
Painting, Drawing, Photography
Eric LaForest Eric LaForest's Federal Street Advisors Experience September 2014 - Present
Job Client Advisor at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors September 2014 - Present
Federal Street Advisors September 2013 - Present
Federal Street Advisors July 2012 - August 2013
Oxford Instruments June 2011 - August 2011
Middlesex Savings Bank May 2010 - February 2011
Terason, A division of Teratech Corporation June 2008 - August 2008
Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Analysis, Credit
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2008 — 2012
Auckland University of Technology 2011 — 2011
Federal Street Advisors September 2014 - Present
Federal Street Advisors September 2013 - Present
Federal Street Advisors July 2012 - August 2013
Oxford Instruments June 2011 - August 2011
Middlesex Savings Bank May 2010 - February 2011
Terason, A division of Teratech Corporation June 2008 - August 2008
Skills
Financial Analysis, Salesforce.com, Microsoft Excel, Analysis, Credit
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2008 — 2012
Auckland University of Technology 2011 — 2011
Katie Oh's Federal Street Advisors Experience March 2012 - July 2012
Job Associate at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. July 2014 - Present
Commonwealth Financial Network December 2013 - June 2014
Northwestern Mutual July 2012 - December 2013
Federal Street Advisors March 2012 - July 2012
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Estate Planning, Financial Analysis, Social Media
Education
Boston College 2008 — 2012
Bachelor of Arts, Mathematics
MSCI Inc. July 2014 - Present
Commonwealth Financial Network December 2013 - June 2014
Northwestern Mutual July 2012 - December 2013
Federal Street Advisors March 2012 - July 2012
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Estate Planning, Financial Analysis, Social Media
Education
Boston College 2008 — 2012
Bachelor of Arts, Mathematics
Daniel Weiss, CAIA Daniel Weiss, CAIA's Federal Street Advisors Experience February 2006 - October 2007
Job Vice President Head of Investment Due Diligence at National Planning Holdings
Industry Investment Management
Experience
College for Financial Planning November 2012 - Present
National Planning Holdings April 2011 - Present
Kaplan University 2004 - Present
National Planning Holdings July 2008 - May 2011
National Planning Holdings July 2008 - December 2010
Vestopia January 2007 - July 2008
Federal Street Advisors February 2006 - October 2007
Montgomery County 2004 - 2006
Lockheed Martin 2002 - 2004
MASA 2000 - 2002
Skills
Series 24, Series 7, CAIA, Alternative Investments, Mutual Funds, Investment Management, Due Diligence, Investments, Equities, Investment Strategies, Asset Allocation, Financial Services, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Equity Research, Private Equity, Investment Banking, Finance, Financial Markets, Corporate Finance, Emerging Markets, Economics, Financial Advisory, Analysis, Retirement, Securities
Education
University of Maryland 1997 — 2000
Masters, International Finance
University of Maryland College Park 1993 — 1997
B.S., Finance
Bullis School 1990 — 1993
College for Financial Planning November 2012 - Present
National Planning Holdings April 2011 - Present
Kaplan University 2004 - Present
National Planning Holdings July 2008 - May 2011
National Planning Holdings July 2008 - December 2010
Vestopia January 2007 - July 2008
Federal Street Advisors February 2006 - October 2007
Montgomery County 2004 - 2006
Lockheed Martin 2002 - 2004
MASA 2000 - 2002
Skills
Series 24, Series 7, CAIA, Alternative Investments, Mutual Funds, Investment Management, Due Diligence, Investments, Equities, Investment Strategies, Asset Allocation, Financial Services, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Equity Research, Private Equity, Investment Banking, Finance, Financial Markets, Corporate Finance, Emerging Markets, Economics, Financial Advisory, Analysis, Retirement, Securities
Education
University of Maryland 1997 — 2000
Masters, International Finance
University of Maryland College Park 1993 — 1997
B.S., Finance
Bullis School 1990 — 1993
Kristina Francis, MS's Federal Street Advisors Experience August 2010 - May 2012
Job Benefits Specialist at Commonwealth Care Alliance
Industry Human Resources
Experience
Commonwealth Care Alliance December 2013 - Present
Commonwealth Care Alliance December 2012 - December 2013
Michael Page - US May 2012 - October 2012
Federal Street Advisors August 2010 - May 2012
Addison Search September 2008 - August 2009
Orlans Moran, PLLC 2007 - 2008
Skills
Employee Relations, Talent Acquisition, Recruiting, Applicant Tracking..., Onboarding, Human Resources, Employee Benefits, Resume Writing, Benefits Administration, Staffing Services, Temporary Staffing, Interview Preparation, Executive Search, HRIS, Deferred Compensation
Education
Northeastern University 2009 — 2010
Masters degree, Human Resources/Leadership
Saint Michael's College 2003 — 2007
Bachelors degree, Psychology
Commonwealth Care Alliance December 2013 - Present
Commonwealth Care Alliance December 2012 - December 2013
Michael Page - US May 2012 - October 2012
Federal Street Advisors August 2010 - May 2012
Addison Search September 2008 - August 2009
Orlans Moran, PLLC 2007 - 2008
Skills
Employee Relations, Talent Acquisition, Recruiting, Applicant Tracking..., Onboarding, Human Resources, Employee Benefits, Resume Writing, Benefits Administration, Staffing Services, Temporary Staffing, Interview Preparation, Executive Search, HRIS, Deferred Compensation
Education
Northeastern University 2009 — 2010
Masters degree, Human Resources/Leadership
Saint Michael's College 2003 — 2007
Bachelors degree, Psychology
David Prothero David Prothero's Federal Street Advisors Experience June 1998 - January 2002
Job Owner, David J. Prothero CPA, P.C.
Industry Financial Services
Experience
David J. Prothero, CPA, P.C. January 2003 - Present
Federal Street Advisors June 1998 - January 2002
PricewaterhouseCoopers September 1994 - June 1998
Skills
Mergers & Acquisitions, Start-ups, Financial Modeling, Business Strategy, Entrepreneurship, Investments, Financial Analysis, Management, Accounting, Small Business, Business Development, Strategic Financial..., Marketing, Business Planning, Mutual Funds
Education
Northeastern University 1993 — 1994
Master of Business Administration (M.B.A.), Business Administration, Accounting
University of Vermont
Bachelor's Degree, Economics
David J. Prothero, CPA, P.C. January 2003 - Present
Federal Street Advisors June 1998 - January 2002
PricewaterhouseCoopers September 1994 - June 1998
Skills
Mergers & Acquisitions, Start-ups, Financial Modeling, Business Strategy, Entrepreneurship, Investments, Financial Analysis, Management, Accounting, Small Business, Business Development, Strategic Financial..., Marketing, Business Planning, Mutual Funds
Education
Northeastern University 1993 — 1994
Master of Business Administration (M.B.A.), Business Administration, Accounting
University of Vermont
Bachelor's Degree, Economics
Matthew McCall's Federal Street Advisors Experience June 2012 - Present
Job Operations Manager at Federal Street Advisors
Industry Financial Services
Experience
Federal Street Advisors June 2012 - Present
Federal Street Advisors July 2010 - June 2012
State Street Bank July 2008 - July 2010
Moors & Cabot May 2006 - August 2007
Education
Bowdoin College 2004 — 2008
Bachelor of Arts, Economics, Psychology
University of St. Andrews 2007 — 2007
Study Abroad, Psychology, History
Federal Street Advisors June 2012 - Present
Federal Street Advisors July 2010 - June 2012
State Street Bank July 2008 - July 2010
Moors & Cabot May 2006 - August 2007
Education
Bowdoin College 2004 — 2008
Bachelor of Arts, Economics, Psychology
University of St. Andrews 2007 — 2007
Study Abroad, Psychology, History
Stephen Kelly, CFA's Federal Street Advisors Experience January 1997 - February 2000
Job Director, Senior National Account Manager at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank September 2015 - Present
Franklin Templeton Investments May 2010 - September 2015
Putnam Investments October 2004 - February 2009
Putnam Investments February 2000 - October 2004
Federal Street Advisors January 1997 - February 2000
Putnam Investments October 1995 - January 1997
Education
Assumption College 1991 — 1995
BA, Economics
Deutsche Bank September 2015 - Present
Franklin Templeton Investments May 2010 - September 2015
Putnam Investments October 2004 - February 2009
Putnam Investments February 2000 - October 2004
Federal Street Advisors January 1997 - February 2000
Putnam Investments October 1995 - January 1997
Education
Assumption College 1991 — 1995
BA, Economics
Lucas Lints's Federal Street Advisors Experience June 2010 - March 2011
Job Associate Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance June 2011 - Present
Federal Street Advisors June 2010 - March 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Forecasting, Financial Analysis, Investment Management, Information Technology, E-commerce, Enterprise Software, Business Strategy, SQL, Valuation, Investments, Internet Services
Education
Boston College 2007 — 2011
Bachelor of Arts, Economics and Political Science
UCL 2009 — 2009
Economics and Political Science
Eaton Vance June 2011 - Present
Federal Street Advisors June 2010 - March 2011
Skills
Finance, Microsoft Excel, Financial Modeling, Forecasting, Financial Analysis, Investment Management, Information Technology, E-commerce, Enterprise Software, Business Strategy, SQL, Valuation, Investments, Internet Services
Education
Boston College 2007 — 2011
Bachelor of Arts, Economics and Political Science
UCL 2009 — 2009
Economics and Political Science
Charles Walsh's Federal Street Advisors Experience May 2009 - Present
Job
Industry Financial Services
Experience
Federal Street Advisors May 2009 - Present
Federal Street Advisors 2009 - 2011
LongVue Advisors May 2002 - May 2009
Fleet Financial/BancBoston 1987 - 2002
Chase Manhattan Bank 1980 - 1987
Skills
Wealth Management, Asset Allocation, Alternative Investments, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Asset Management, Fixed Income, Portfolio Management, Equities, Investment Management, Estate Planning, Trusts, Wealth, Financial Advisory, Private Banking, Investment Strategies, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management...
Education
Georgetown University
Master of Arts (MA)
Villanova University
Bachelor of Arts (B.A.)
Federal Street Advisors May 2009 - Present
Federal Street Advisors 2009 - 2011
LongVue Advisors May 2002 - May 2009
Fleet Financial/BancBoston 1987 - 2002
Chase Manhattan Bank 1980 - 1987
Skills
Wealth Management, Asset Allocation, Alternative Investments, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Asset Management, Fixed Income, Portfolio Management, Equities, Investment Management, Estate Planning, Trusts, Wealth, Financial Advisory, Private Banking, Investment Strategies, Retirement Planning, Financial Planners, Strategic Financial..., Wealth Management...
Education
Georgetown University
Master of Arts (MA)
Villanova University
Bachelor of Arts (B.A.)
Timothy Shepard's Federal Street Advisors Experience October 2011 - July 2013
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates January 2015 - Present
Cambridge Associates July 2013 - January 2015
Federal Street Advisors October 2011 - July 2013
Investor Group Services (IGS) June 2011 - November 2011
Senator Jack Reed's Office June 2010 - August 2010
Worcester County Sheriff's Office May 2009 - August 2009
Skills
Event Planning, Fundraising, Analysis, Social Media, Blogging, Data Analysis, Due Diligence, Policy Analysis, Project Management, Public Speaking, Investments, Research
Education
Skidmore College 2009 — 2011
BA, Government
Cambridge Associates January 2015 - Present
Cambridge Associates July 2013 - January 2015
Federal Street Advisors October 2011 - July 2013
Investor Group Services (IGS) June 2011 - November 2011
Senator Jack Reed's Office June 2010 - August 2010
Worcester County Sheriff's Office May 2009 - August 2009
Skills
Event Planning, Fundraising, Analysis, Social Media, Blogging, Data Analysis, Due Diligence, Policy Analysis, Project Management, Public Speaking, Investments, Research
Education
Skidmore College 2009 — 2011
BA, Government
Evan Seitchik's Federal Street Advisors Experience June 2011 - May 2012
Job Consultant at Colburn Hill Group
Industry Financial Services
Experience
Colburn Hill Group February 2015 - Present
Connance February 2014 - January 2015
Connance April 2013 - February 2014
Salvum Group, LLC February 2013 - April 2013
State Street Global Advisors July 2012 - October 2012
Federal Street Advisors June 2011 - May 2012
Bard College February 2010 - May 2012
Auriel Capital Management June 2010 - July 2010
Rancatore's Ice Cream April 2008 - August 2008
Skills
Matlab, Python, MS Office Suite, Access, Unix, PF, Windows 7, Windows XP Professional, Microsoft SQL Server, SQL Server Management..., MySQL, SAS, Powershell, Windows 8, Digital Signal..., Microsoft Office, Research, Plato, Qualitative Research, Statistics
Education
Bard College 2008 — 2012
B.A, Mathematics; Applied Mathematics
Lexington High School 2003 — 2007
Southbank International School 2000 — 2003
Colburn Hill Group February 2015 - Present
Connance February 2014 - January 2015
Connance April 2013 - February 2014
Salvum Group, LLC February 2013 - April 2013
State Street Global Advisors July 2012 - October 2012
Federal Street Advisors June 2011 - May 2012
Bard College February 2010 - May 2012
Auriel Capital Management June 2010 - July 2010
Rancatore's Ice Cream April 2008 - August 2008
Skills
Matlab, Python, MS Office Suite, Access, Unix, PF, Windows 7, Windows XP Professional, Microsoft SQL Server, SQL Server Management..., MySQL, SAS, Powershell, Windows 8, Digital Signal..., Microsoft Office, Research, Plato, Qualitative Research, Statistics
Education
Bard College 2008 — 2012
B.A, Mathematics; Applied Mathematics
Lexington High School 2003 — 2007
Southbank International School 2000 — 2003
Aileen Powell's Federal Street Advisors Experience May 2012 - Present
Job Administrative Professional
Industry Executive Office
Experience
Federal Street Advisors May 2012 - Present
Various October 2008 - March 2012
Australia Post May 2009 - March 2011
Australia Post June 2006 - September 2008
Albury City Council (via Drake Personnel) September 2004 - April 2006
LongVue Advisors February 2003 - May 2003
Vitivity, Inc. July 2002 - December 2002
Various March 1994 - January 2001
Skills
Microsoft Office, Outlook, Research, Writing, Editing, Office Management, Administrative..., Executive Support, Change Management, International Business, Human Resources, Project Management, Marketing Communications, Social Media, Travel Planning, Executive Calendar..., Information Management, Information Retrieval, Document Management, Recruiting, Training, Onboarding, Time Management, Leadership, Event Management, Management, Administration, Employee Relations, Event Planning, Strategic Planning, Public Relations, Social Networking, Customer Service, Strategy, System Administration, Microsoft Word, PowerPoint, Microsoft Excel
Education
Hofstra University
Bachelor’s Degree, English/Writing
Suffolk County Community College
Associate’s Degree, Business, Management, Marketing, and Related Support Services
Federal Street Advisors May 2012 - Present
Various October 2008 - March 2012
Australia Post May 2009 - March 2011
Australia Post June 2006 - September 2008
Albury City Council (via Drake Personnel) September 2004 - April 2006
LongVue Advisors February 2003 - May 2003
Vitivity, Inc. July 2002 - December 2002
Various March 1994 - January 2001
Skills
Microsoft Office, Outlook, Research, Writing, Editing, Office Management, Administrative..., Executive Support, Change Management, International Business, Human Resources, Project Management, Marketing Communications, Social Media, Travel Planning, Executive Calendar..., Information Management, Information Retrieval, Document Management, Recruiting, Training, Onboarding, Time Management, Leadership, Event Management, Management, Administration, Employee Relations, Event Planning, Strategic Planning, Public Relations, Social Networking, Customer Service, Strategy, System Administration, Microsoft Word, PowerPoint, Microsoft Excel
Education
Hofstra University
Bachelor’s Degree, English/Writing
Suffolk County Community College
Associate’s Degree, Business, Management, Marketing, and Related Support Services