Fiduciary Management Associates
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Fiduciary Management Associates Employees
Employee
Years
Job
Industry
Elizabeth Konegen Elizabeth Konegen's Fiduciary Management Associates Experience 2010 - 2012
Job Sales at Corporation
Industry Retail
Experience
Corporation 2013 - Present
Fiduciary Management Associates 2010 - 2012
Comerica Bank 2000 - 2005
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Investments, Outlook, Event Planning, Business Development, Strategic Planning, Sales, Access, Salesforce.com, Marketing, Analysis, Leadership, Public Speaking, Management
Education
San Jose State University
History, Sociology
Corporation 2013 - Present
Fiduciary Management Associates 2010 - 2012
Comerica Bank 2000 - 2005
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Investments, Outlook, Event Planning, Business Development, Strategic Planning, Sales, Access, Salesforce.com, Marketing, Analysis, Leadership, Public Speaking, Management
Education
San Jose State University
History, Sociology
Tricia Michalak Tricia Michalak's Fiduciary Management Associates Experience October 2013 - Present
Job Director Manager of Accounting and Compliance at Fiduciary Management Associates
Industry Financial Services
Experience
Fiduciary Management Associates October 2013 - Present
Madison Dearborn Partners January 2009 - October 2013
McGladrey & Pullen September 2005 - January 2009
Skills
Financial Reporting, Accounting, Internal Controls, Private Equity, GAAP, Auditing, Fund Accounting, SEC Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis
Saint Mary's College 2001 — 2005
BBA, Accounting & Finance
Fiduciary Management Associates October 2013 - Present
Madison Dearborn Partners January 2009 - October 2013
McGladrey & Pullen September 2005 - January 2009
Skills
Financial Reporting, Accounting, Internal Controls, Private Equity, GAAP, Auditing, Fund Accounting, SEC Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Financial Analysis
Saint Mary's College 2001 — 2005
BBA, Accounting & Finance
Loryn J. Mischke Loryn J. Mischke's Fiduciary Management Associates Experience September 2006 - February 2010
Job Senior Manager of Investment Operations at The University of Chicago, Office of Investments
Industry Investment Management
Experience
The University of Chicago, Office of Investments July 2013 - Present
The University of Chicago, Office of Investments February 2010 - June 2013
Fiduciary Management Associates September 2006 - February 2010
Institutional Capital October 1999 - August 2006
Security Capital February 1998 - October 1999
Mesirow Financial July 1991 - February 1998
Munder Capital Management June 1987 - July 1991
Skills
Equities, Asset Allocation, Investments, Portfolio Management, Asset Managment, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
DePaul University 2001 — 2003
BA
The University of Chicago, Office of Investments July 2013 - Present
The University of Chicago, Office of Investments February 2010 - June 2013
Fiduciary Management Associates September 2006 - February 2010
Institutional Capital October 1999 - August 2006
Security Capital February 1998 - October 1999
Mesirow Financial July 1991 - February 1998
Munder Capital Management June 1987 - July 1991
Skills
Equities, Asset Allocation, Investments, Portfolio Management, Asset Managment, Hedge Funds, Valuation
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA
DePaul University 2001 — 2003
BA
Anne Durkin, CFA Anne Durkin, CFA's Fiduciary Management Associates Experience 2000 - 2010
Job Portfolio Manager at MainStreet Advisors
Industry Investment Management
Experience
MainStreet Advisors May 2011 - Present
Fiduciary Management Associates 2000 - 2010
LaSalle Bank 1997 - 2000
Sirius Partners L.P. 1995 - 1997
Alleghany Corporation January 1993 - December 1995
Duff & Phelps 1991 - 1992
Skills
Portfolio Management, Investments, Equities, Valuation, Fixed Income, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis
Education
Marquette University
BSBA, Marketing/Political Science
University of Illinois at Chicago
MBA, Finance
MainStreet Advisors May 2011 - Present
Fiduciary Management Associates 2000 - 2010
LaSalle Bank 1997 - 2000
Sirius Partners L.P. 1995 - 1997
Alleghany Corporation January 1993 - December 1995
Duff & Phelps 1991 - 1992
Skills
Portfolio Management, Investments, Equities, Valuation, Fixed Income, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis
Education
Marquette University
BSBA, Marketing/Political Science
University of Illinois at Chicago
MBA, Finance
Angela Lundy Angela Lundy's Fiduciary Management Associates Experience December 1996 - December 1999
Job
Industry
Experience
Diamond Chain Company October 2012 - Present
Amsted Industries June 2005 - September 2012
Turnaround Management Association January 2000 - February 2005
American Management Association 1996 - 2000
Fiduciary Management Associates December 1996 - December 1999
Skills
Social Media, Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Outlook, Training, Leadership, Management
Education
Chicago State University
Thornton Township High School
Diplomia
Diamond Chain Company October 2012 - Present
Amsted Industries June 2005 - September 2012
Turnaround Management Association January 2000 - February 2005
American Management Association 1996 - 2000
Fiduciary Management Associates December 1996 - December 1999
Skills
Social Media, Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Outlook, Training, Leadership, Management
Education
Chicago State University
Thornton Township High School
Diplomia
Jim Prescott Jim Prescott's Fiduciary Management Associates Experience 1981 - 1994
Job Investment Advisory Operations, Trading, Compliance Manager | 401(k) Fiduciary Specialist | AIFA®
Industry Financial Services
Experience
OakPath Financial 2012 - 2013
Henderson Global Investors North America 2004 - 2012
Managers Investment Group / The Burridge Group LLC 1995 - 2004
Fiduciary Management Associates 1981 - 1994
Skills
Mutual Funds, Investment Management, Equities, Separately Managed..., Asset Allocation, Series 65, Equity Trading, Portfolio Management, Investments, Financial Services, 401k, ERISA, Performance Measurement, Investment Advisor..., AIF, Retirement Planning, Unified Managed Accounts, Model Portfolios, Investment Operations..., UMA, AIFA, Personnel Management, SMA, Security APL, Team Leadership, Fiserv APL, Checkfree APL, Wrap Accounts, Institutional Accounts, Equity Settlements, International ADRs, Best Execution, Performance Composites, Personnel Supervision, Morningstar Direct, Microsoft Excel, Microsoft Office, Asset Management
Education
DePaul University
Bachelor of Science (B.S.), Business Administration
Michigan State University
Naperville Central High School
fi360 AIFA training 2013 — 2013
AIFA®
OakPath Financial 2012 - 2013
Henderson Global Investors North America 2004 - 2012
Managers Investment Group / The Burridge Group LLC 1995 - 2004
Fiduciary Management Associates 1981 - 1994
Skills
Mutual Funds, Investment Management, Equities, Separately Managed..., Asset Allocation, Series 65, Equity Trading, Portfolio Management, Investments, Financial Services, 401k, ERISA, Performance Measurement, Investment Advisor..., AIF, Retirement Planning, Unified Managed Accounts, Model Portfolios, Investment Operations..., UMA, AIFA, Personnel Management, SMA, Security APL, Team Leadership, Fiserv APL, Checkfree APL, Wrap Accounts, Institutional Accounts, Equity Settlements, International ADRs, Best Execution, Performance Composites, Personnel Supervision, Morningstar Direct, Microsoft Excel, Microsoft Office, Asset Management
Education
DePaul University
Bachelor of Science (B.S.), Business Administration
Michigan State University
Naperville Central High School
fi360 AIFA training 2013 — 2013
AIFA®
William Waters, CFA's Fiduciary Management Associates Experience May 2015 - Present
Job Director, Business Development & Client Service at Fiduciary Management Associates ("FMA")
Industry Financial Services
Experience
Fiduciary Management Associates May 2015 - Present
Mercer Investments April 2014 - May 2015
Mercer Investments April 2013 - March 2014
ECI Investment Advisors, Inc September 2008 - March 2013
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Portfolio Management, Asset Management, Equities, Strategic Financial..., Equity Research, Corporate Finance, Asset Allocation, Due Diligence, Finance, Financial Services, Mutual Funds, Investment Management, Marketing
Education
University of Georgia - Terry College of Business 2004 — 2007
BBA, Finance
Jesuit
Fiduciary Management Associates May 2015 - Present
Mercer Investments April 2014 - May 2015
Mercer Investments April 2013 - March 2014
ECI Investment Advisors, Inc September 2008 - March 2013
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Portfolio Management, Asset Management, Equities, Strategic Financial..., Equity Research, Corporate Finance, Asset Allocation, Due Diligence, Finance, Financial Services, Mutual Funds, Investment Management, Marketing
Education
University of Georgia - Terry College of Business 2004 — 2007
BBA, Finance
Jesuit
Ophelia Barsketis Ophelia Barsketis's Fiduciary Management Associates Experience 2004 - 2011
Job Senior Portfolio Manager, Foundation & Institutional Advisors at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Great Lakes Advisors 2013 - 2015
Fiduciary Management Associates 2004 - 2011
Duff & Phelps Investment Management Co. 2001 - 2003
Stein, Roe & Farnham 1996 - 2000
Stein, Roe & Farnham 1993 - 1996
Skills
Investment Management, Investment Strategies, Portfolio Management, Modern Portfolio Theory, Asset Managment, Asset Allocation, Risk Management, Capital Markets, Equities, Fixed Income, Strategic Planning, Team Building, Team Management, M&A experience, Restructuring
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Finance
University of Chicago
Bachelor of Arts (BA)
Northern Trust Corporation April 2015 - Present
Great Lakes Advisors 2013 - 2015
Fiduciary Management Associates 2004 - 2011
Duff & Phelps Investment Management Co. 2001 - 2003
Stein, Roe & Farnham 1996 - 2000
Stein, Roe & Farnham 1993 - 1996
Skills
Investment Management, Investment Strategies, Portfolio Management, Modern Portfolio Theory, Asset Managment, Asset Allocation, Risk Management, Capital Markets, Equities, Fixed Income, Strategic Planning, Team Building, Team Management, M&A experience, Restructuring
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Finance
University of Chicago
Bachelor of Arts (BA)
Bob Oliver Bob Oliver's Fiduciary Management Associates Experience October 2008 - June 2012
Job Regional Controller / Manager of Client Reporting at UBS Global Asset Management
Industry Financial Services
Experience
UBS October 2013 - Present
UBS June 2012 - Present
Fiduciary Management Associates October 2008 - June 2012
UBS Global Asset Management February 2006 - October 2008
UBS Global Asset Management May 2003 - February 2006
UBS Global Asset Management May 1998 - March 2003
Brinson Partners May 1998 - January 2000
Wallace Computer Services May 1994 - May 1998
Elek-Tek 1989 - 1994
Skills
Mutual Funds, Account Reconciliation, Program Management, Equities, Hedge Funds, CRM, Series 7, Asset Management, Training, Management, Investments, Asset Allocation, Due Diligence, Fixed Income, Accounting, Morningstar, Investment Management, Business Development, Portfolio Management, Bloomberg, Investment Strategies, Finance, Alternative Investments, Financial Services
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters of Accting and Financial Mgmt
Northern Illinois University 1991 — 1993
BS
Montini Catholic High School 1983 — 1987
General
UBS October 2013 - Present
UBS June 2012 - Present
Fiduciary Management Associates October 2008 - June 2012
UBS Global Asset Management February 2006 - October 2008
UBS Global Asset Management May 2003 - February 2006
UBS Global Asset Management May 1998 - March 2003
Brinson Partners May 1998 - January 2000
Wallace Computer Services May 1994 - May 1998
Elek-Tek 1989 - 1994
Skills
Mutual Funds, Account Reconciliation, Program Management, Equities, Hedge Funds, CRM, Series 7, Asset Management, Training, Management, Investments, Asset Allocation, Due Diligence, Fixed Income, Accounting, Morningstar, Investment Management, Business Development, Portfolio Management, Bloomberg, Investment Strategies, Finance, Alternative Investments, Financial Services
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
Masters of Accting and Financial Mgmt
Northern Illinois University 1991 — 1993
BS
Montini Catholic High School 1983 — 1987
General
Eric Welt, CFA Eric Welt, CFA's Fiduciary Management Associates Experience March 2013 - Present
Job Managing Director, Business Development & Client Relationship Management at Fiduciary Management Associates
Industry Investment Management
Experience
Fiduciary Management Associates March 2013 - Present
Calamos Investments August 2007 - March 2013
Security Benefit 2005 - 2007
Bear Stearns & Co., Inc. 1999 - 2005
Prudential Securities 1993 - 1999
Pfizer 1993 - 1993
Skills
Asset Management, Investments, Series 7, Mutual Funds, Asset Allocation, Institutional, Series 63, Due Diligence, Analysis, Client Service, Securities, Public Speaking, New Business Development, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Marketing
Tufts University 1985 — 1989
B.A., Computer Science
Fiduciary Management Associates March 2013 - Present
Calamos Investments August 2007 - March 2013
Security Benefit 2005 - 2007
Bear Stearns & Co., Inc. 1999 - 2005
Prudential Securities 1993 - 1999
Pfizer 1993 - 1993
Skills
Asset Management, Investments, Series 7, Mutual Funds, Asset Allocation, Institutional, Series 63, Due Diligence, Analysis, Client Service, Securities, Public Speaking, New Business Development, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Marketing
Tufts University 1985 — 1989
B.A., Computer Science
Michael I. Gonzalez, Jr. Michael I. Gonzalez, Jr.'s Fiduciary Management Associates Experience December 2009 - Present
Job CA Licensed Professional Fiduciary
Industry Legal Services
Experience
Fiduciary Management Associates December 2009 - Present
Torrey Pines Mortgage January 2002 - December 2008
Skills
Funding, Estate Planning, Special Needs Trusts, Trusts, Estate Administration, Powers of Attorney, Guardianship, Fiduciary, Courts, Investments, Real Property, Real Estate, Legal Issues, Elder Law, Estate Law
Education
University of Denver - Daniels College of Business 1974 — 1976
MBA, Finance
Cornell University 1969 — 1971
Business Administration
Fiduciary Management Associates December 2009 - Present
Torrey Pines Mortgage January 2002 - December 2008
Skills
Funding, Estate Planning, Special Needs Trusts, Trusts, Estate Administration, Powers of Attorney, Guardianship, Fiduciary, Courts, Investments, Real Property, Real Estate, Legal Issues, Elder Law, Estate Law
Education
University of Denver - Daniels College of Business 1974 — 1976
MBA, Finance
Cornell University 1969 — 1971
Business Administration
Nyna Ligon Nyna Ligon's Fiduciary Management Associates Experience August 1996 - March 2009
Job Office Manager, CICS Lloyd Bond Campus/ Charter Schools USA
Industry Nonprofit Organization Management
Experience
Charter Schools USA July 2012 - Present
EdisonLearning August 2010 - June 2012
Fiduciary Management Associates August 1996 - March 2009
City Colleges of Chicago- Malcolm X College August 1992 - August 1996
Skills
Event Planning, Organizational..., Site Management, Human Resources, Time Management, Management, Software Documentation, Marketing, Interviews, PowerPoint, Microsoft Word, Newsletters, Inventory Management, Procurement, Auditing, Fundraising, Training, Outlook, Leadership, Process Scheduler, Data Entry, Administration, Payroll
Education
City Colleges of Chicago-Malcolm X College 1993 — 1995
Business Administration and Management, General
Morris Brown College 1992 — 1993
Business Administration and Management, General
Academy of Our Lady High School 1988 — 1992
High School Diploma, General Studies
Charter Schools USA July 2012 - Present
EdisonLearning August 2010 - June 2012
Fiduciary Management Associates August 1996 - March 2009
City Colleges of Chicago- Malcolm X College August 1992 - August 1996
Skills
Event Planning, Organizational..., Site Management, Human Resources, Time Management, Management, Software Documentation, Marketing, Interviews, PowerPoint, Microsoft Word, Newsletters, Inventory Management, Procurement, Auditing, Fundraising, Training, Outlook, Leadership, Process Scheduler, Data Entry, Administration, Payroll
Education
City Colleges of Chicago-Malcolm X College 1993 — 1995
Business Administration and Management, General
Morris Brown College 1992 — 1993
Business Administration and Management, General
Academy of Our Lady High School 1988 — 1992
High School Diploma, General Studies
Dan Dutile, CFA Dan Dutile, CFA's Fiduciary Management Associates Experience 2004 - 2014
Job Wealth Manager
Industry Financial Services
Experience
Fiduciary Management Associates 2004 - 2014
Harris Trust and Savings Bank 2001 - 2004
Commonwealth Edison Company 1996 - 2000
Great Lakes Advisors 1993 - 1996
Skills
Financial Analysis, Investments, Portfolio Management, Capital Markets, Asset Management, Equities, Valuation, Equity Research, Financial Modeling, Management, Investment Advisory
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Business Administration in Finance
Fiduciary Management Associates 2004 - 2014
Harris Trust and Savings Bank 2001 - 2004
Commonwealth Edison Company 1996 - 2000
Great Lakes Advisors 1993 - 1996
Skills
Financial Analysis, Investments, Portfolio Management, Capital Markets, Asset Management, Equities, Valuation, Equity Research, Financial Modeling, Management, Investment Advisory
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Business Administration in Finance
Jason Hoyer, CFA's Fiduciary Management Associates Experience January 2009 - June 2012
Job Investment Analyst at Reams Asset Management
Industry Financial Services
Experience
Reams Asset Management April 2015 - Present
4086 Advisors July 2012 - March 2015
Fiduciary Management Associates January 2009 - June 2012
Fiduciary Management Associates October 2003 - December 2008
CIGNA Healthcare June 2000 - October 2003
Skills
Bloomberg Terminal, Thomson One, BondEdge, Vestek, Baseline, Credit Suisse HOLT..., Checkfree APL, Microsoft Excel, Thompson One, Valuation, Equity Research, Security APL, Capital Markets, Investments, Securities, Financial Modeling, Trading, Bonds, Fixed Income, Series 63, Mutual Funds, Equities, Portfolio Management, Analysis, Investment Management, Hedge Funds, Bloomberg, Asset Allocation
Education
University of Michigan 1996 — 2000
B.G.S., Economics/Business concentration
Reams Asset Management April 2015 - Present
4086 Advisors July 2012 - March 2015
Fiduciary Management Associates January 2009 - June 2012
Fiduciary Management Associates October 2003 - December 2008
CIGNA Healthcare June 2000 - October 2003
Skills
Bloomberg Terminal, Thomson One, BondEdge, Vestek, Baseline, Credit Suisse HOLT..., Checkfree APL, Microsoft Excel, Thompson One, Valuation, Equity Research, Security APL, Capital Markets, Investments, Securities, Financial Modeling, Trading, Bonds, Fixed Income, Series 63, Mutual Funds, Equities, Portfolio Management, Analysis, Investment Management, Hedge Funds, Bloomberg, Asset Allocation
Education
University of Michigan 1996 — 2000
B.G.S., Economics/Business concentration
David Faircloth David Faircloth's Fiduciary Management Associates Experience 1998 - 2000
Job Senior Vice President, Senior Investment Officer, Chartered Financial Analyst at Northern Trust
Industry Investment Management
Experience
Northern Trust 2006 - Present
JPMorgan 2005 - 2006
Merrill Lynch 2000 - 2005
Fiduciary Management Associates 1998 - 2000
Northern Trust 1990 - 1998
Northern Trust 1988 - 1990
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Investment Strategies, High Net Worth..., Equities, Mutual Funds, Investment Management, Fixed Income, Asset Management, Relationship Management, Cash Management, Options, Investment Banking, Private Equity, Financial Services, Trading, Securities, Investment Advisory, Financial Markets, Derivatives, Structured Products, Fund Of Funds, Finance, Strategic Financial..., Hedge Funds, Institutional..., Wealth, Wealth Management..., Alternative Investments, Retirement Planning, Equity Valuation, Economics, Financial Advisory, ETFs, Bonds, Equity Derivatives, Equity Research, Estate Planning
Education
Northwestern University - Kellogg School of Management
Master of Management (MBA), Finance, Marketing, and International Business
DePaul University
Bachelor of Science, with Honors, Major: Finance, Minor: Marketing
Richards High School
Northern Trust 2006 - Present
JPMorgan 2005 - 2006
Merrill Lynch 2000 - 2005
Fiduciary Management Associates 1998 - 2000
Northern Trust 1990 - 1998
Northern Trust 1988 - 1990
Skills
Asset Allocation, Portfolio Management, Investments, Wealth Management, Investment Strategies, High Net Worth..., Equities, Mutual Funds, Investment Management, Fixed Income, Asset Management, Relationship Management, Cash Management, Options, Investment Banking, Private Equity, Financial Services, Trading, Securities, Investment Advisory, Financial Markets, Derivatives, Structured Products, Fund Of Funds, Finance, Strategic Financial..., Hedge Funds, Institutional..., Wealth, Wealth Management..., Alternative Investments, Retirement Planning, Equity Valuation, Economics, Financial Advisory, ETFs, Bonds, Equity Derivatives, Equity Research, Estate Planning
Education
Northwestern University - Kellogg School of Management
Master of Management (MBA), Finance, Marketing, and International Business
DePaul University
Bachelor of Science, with Honors, Major: Finance, Minor: Marketing
Richards High School
Noah Barrett's Fiduciary Management Associates Experience June 2008 - January 2011
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley June 2002 - June 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley June 2002 - June 2006
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Michelle Montgomery, CPA's Fiduciary Management Associates Experience August 2007 - July 2013
Job Accountant at CHS Capital LLC
Industry Accounting
Experience
CHS Capital LLC January 2014 - Present
Liberty Creative Solutions July 2013 - January 2014
Fiduciary Management Associates August 2007 - July 2013
FCT Group of Companies August 2004 - August 2007
National Futures Association June 1998 - August 2004
Skills
Microsoft Office, Quickbooks, ADP Payroll, Training, Financial Accounting, Analysis, Policy, Accounts Receivable, Finance, AmCheck Payroll, Fidelity Payroll, 401K Management, Medical Plans, Dental Plans, Employee Benefits, Group Term Life, Accounts Payable, Forecasting, Cash Management, Reconciliations, Financial Statement..., Budgeting, Financial Statements, Account Reconciliation
Education
Michigan State University 1996 — 1998
BS, Accounting
Mott Community College 1994 — 1996
CHS Capital LLC January 2014 - Present
Liberty Creative Solutions July 2013 - January 2014
Fiduciary Management Associates August 2007 - July 2013
FCT Group of Companies August 2004 - August 2007
National Futures Association June 1998 - August 2004
Skills
Microsoft Office, Quickbooks, ADP Payroll, Training, Financial Accounting, Analysis, Policy, Accounts Receivable, Finance, AmCheck Payroll, Fidelity Payroll, 401K Management, Medical Plans, Dental Plans, Employee Benefits, Group Term Life, Accounts Payable, Forecasting, Cash Management, Reconciliations, Financial Statement..., Budgeting, Financial Statements, Account Reconciliation
Education
Michigan State University 1996 — 1998
BS, Accounting
Mott Community College 1994 — 1996
Candice Melcher, CPA's Fiduciary Management Associates Experience 2005 - Present
Job Partner, Chief Compliance Officer at Fiduciary Management Associates
Industry Financial Services
Experience
Fiduciary Management Associates 2005 - Present
C. Melcher, Sole Proprietor 2001 - 2005
Stratford Advisory Group 1987 - 2001
Arthur Andersen & Co. 1979 - 1983
Education
DePaul University
CFP Program, Passed CFP Exam
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S. Taxation
University of Illinois
B.S. Accounting, Honors and High Distinction
Fiduciary Management Associates 2005 - Present
C. Melcher, Sole Proprietor 2001 - 2005
Stratford Advisory Group 1987 - 2001
Arthur Andersen & Co. 1979 - 1983
Education
DePaul University
CFP Program, Passed CFP Exam
DePaul University - Charles H. Kellstadt Graduate School of Business
M.S. Taxation
University of Illinois
B.S. Accounting, Honors and High Distinction
Noah Barrett, CFA's Fiduciary Management Associates Experience June 2008 - January 2011
Job Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley 2002 - 2006
Skills
Equity Research, Mutual Funds, Equities, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Asset Managment, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Janus Capital Group January 2015 - Present
Institutional Capital January 2011 - December 2014
Fiduciary Management Associates June 2008 - January 2011
Morgan Stanley 2002 - 2006
Skills
Equity Research, Mutual Funds, Equities, Hedge Funds, Bloomberg, Fixed Income, Asset Management, Asset Managment, Valuation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Economics
Boston College 1998 — 2002
BA, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course, Economics
Leo Harmon, CFA's Fiduciary Management Associates Experience 2003 - Present
Job Partner, Managing Director at Fiduciary Management Associates
Industry Investment Management
Experience
CFA Society of Chicago 2005 - Present
Fiduciary Management Associates 2003 - Present
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
CFA Society of Chicago 2005 - Present
Fiduciary Management Associates 2003 - Present
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Lisa Patel's Fiduciary Management Associates Experience 2012 - 2015
Job Manager at Golub Capital
Industry Investment Management
Experience
Golub Capital May 2015 - Present
Fiduciary Management Associates 2012 - 2015
Aurora Investment Management 2006 - 2010
Aurora Investment Management 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Equities, Investment Management, Investments, Salesforce.com, Client Services
Education
Georgetown University
BSBA, Finance & International Business
St. Ignatius College Prep
Golub Capital May 2015 - Present
Fiduciary Management Associates 2012 - 2015
Aurora Investment Management 2006 - 2010
Aurora Investment Management 2002 - 2006
Skills
Hedge Funds, Alternative Investments, Equities, Investment Management, Investments, Salesforce.com, Client Services
Education
Georgetown University
BSBA, Finance & International Business
St. Ignatius College Prep
Andrew Hadland CFA's Fiduciary Management Associates Experience February 2002 - Present
Job Managing Director at Fiduciary Management Associates
Industry Investment Management
Experience
Fiduciary Management Associates February 2002 - Present
Northern Trust Global Investments 2001 - 2002
Conseco Capital Mgt. June 1998 - November 2000
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research, Asset Managment, Investments, Bloomberg Terminal, Capital Markets
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Miami University 1989 — 1993
Bachelor's degree, Finance
Fiduciary Management Associates February 2002 - Present
Northern Trust Global Investments 2001 - 2002
Conseco Capital Mgt. June 1998 - November 2000
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research, Asset Managment, Investments, Bloomberg Terminal, Capital Markets
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA, Finance
Miami University 1989 — 1993
Bachelor's degree, Finance
John Odum's Fiduciary Management Associates Experience January 2010 - Present
Job Director at Fiduciary Management Associates
Industry Financial Services
Experience
Fiduciary Management Associates January 2010 - Present
Man Investments May 2004 - October 2009
Citadel Investment Group September 2003 - April 2004
Arthur Andersen LLP October 2000 - December 2001
Arthur Andersen LLP November 1996 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Financial Services, Auditing, Investment Management, Management, CRM, Internal Audit, Marketing, Competitive Analysis, Human Resources, Equities, Analysis, Asset Management, Valuation, Investment Banking
Education
DePaul University 1997 — 1999
Master of Science, Accounting
St. Joseph's College (IN) 1988 — 1992
Bachelor of Business Administration, Marketing
Fiduciary Management Associates January 2010 - Present
Man Investments May 2004 - October 2009
Citadel Investment Group September 2003 - April 2004
Arthur Andersen LLP October 2000 - December 2001
Arthur Andersen LLP November 1996 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Financial Services, Auditing, Investment Management, Management, CRM, Internal Audit, Marketing, Competitive Analysis, Human Resources, Equities, Analysis, Asset Management, Valuation, Investment Banking
Education
DePaul University 1997 — 1999
Master of Science, Accounting
St. Joseph's College (IN) 1988 — 1992
Bachelor of Business Administration, Marketing
Mike Vitek's Fiduciary Management Associates Experience January 2010 - Present
Job Senior Director at Fiduciary Management Associates
Industry Investment Management
Experience
Fiduciary Management Associates January 2010 - Present
ALLSTATE INVESTMENTS LLC September 2004 - October 2009
ALLSTATE INVESTMENTS LLC March 2002 - September 2004
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY December 1994 - March 2002
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY October 1992 - December 1994
ARTHER ANDERSEN & COMPANY June 1989 - October 1992
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Economics and Accounting
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Fiduciary Management Associates January 2010 - Present
ALLSTATE INVESTMENTS LLC September 2004 - October 2009
ALLSTATE INVESTMENTS LLC March 2002 - September 2004
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY December 1994 - March 2002
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY October 1992 - December 1994
ARTHER ANDERSEN & COMPANY June 1989 - October 1992
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance, Economics and Accounting
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance