Financial Research Corporation
Industry: Company
DescriptionFounded: 1987 Parent organizations: Citigroup, Mercatus LLC
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Financial Research Corporation Employees
Employee
Years
Job
Industry
Lars Schuster Lars Schuster's Financial Research Corporation Experience January 2002 - April 2005
Job Institutional Portfolio Manager, Strategic Advisers, Inc.
Industry Financial Services
Experience
Fidelity Strategic Advisers, Inc. July 2010 - Present
Fidelity Investments May 2005 - July 2010
Financial Research Corporation January 2002 - April 2005
Fidelity Investments May 2000 - December 2001
Pioneer Investments June 1997 - May 2000
Skills
Mutual Funds, Portfolio Management, Asset Management, Financial Services, Securities
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor of Science, Business with Marketing Concentration
Fidelity Strategic Advisers, Inc. July 2010 - Present
Fidelity Investments May 2005 - July 2010
Financial Research Corporation January 2002 - April 2005
Fidelity Investments May 2000 - December 2001
Pioneer Investments June 1997 - May 2000
Skills
Mutual Funds, Portfolio Management, Asset Management, Financial Services, Securities
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor of Science, Business with Marketing Concentration
Deb Wetherbee Deb Wetherbee's Financial Research Corporation Experience 1999 - December 2008
Job Business Development at Asset.TV
Industry Financial Services
Experience
Asset.TV August 2012 - Present
kasina December 2008 - August 2012
Financial Research Corporation 1999 - December 2008
Natixis February 1997 - August 1999
Funds Distributor selling WEBS MSCI now iShares MSCI May 1995 - January 1997
Nuveen Investments January 1993 - March 1995
EF Educational Tours February 1991 - February 1993
Skills
Asset Managment, Investments, Financial Services, Alternative Investments, Marketing Strategy, Mutual Funds, Retirement, Portfolio Management, Bloomberg, Financial Analysis, Wealth Management, Asset Management, Relationship Management, Digital Marketing, Series 7, ETFs, Due Diligence, New Business Development, Fixed Annuities, Finance, Hedge Funds, Insurance, Leadership, Financial Modeling, Marketing, Sales, Business Strategy, Financial Advisory, Strategy, Credit, Business Development, Strategic Financial..., Competitive Analysis, Series 63, Asset Allocation, Financial Markets, Investment Management, Fixed Income, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Bonds, Executive Management, Risk Management
Education
Boston University Questrom School of Business
MBA
Gettysburg College 1986 — 1990
CCHS
Asset.TV August 2012 - Present
kasina December 2008 - August 2012
Financial Research Corporation 1999 - December 2008
Natixis February 1997 - August 1999
Funds Distributor selling WEBS MSCI now iShares MSCI May 1995 - January 1997
Nuveen Investments January 1993 - March 1995
EF Educational Tours February 1991 - February 1993
Skills
Asset Managment, Investments, Financial Services, Alternative Investments, Marketing Strategy, Mutual Funds, Retirement, Portfolio Management, Bloomberg, Financial Analysis, Wealth Management, Asset Management, Relationship Management, Digital Marketing, Series 7, ETFs, Due Diligence, New Business Development, Fixed Annuities, Finance, Hedge Funds, Insurance, Leadership, Financial Modeling, Marketing, Sales, Business Strategy, Financial Advisory, Strategy, Credit, Business Development, Strategic Financial..., Competitive Analysis, Series 63, Asset Allocation, Financial Markets, Investment Management, Fixed Income, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Bonds, Executive Management, Risk Management
Education
Boston University Questrom School of Business
MBA
Gettysburg College 1986 — 1990
CCHS
Hannah Shaw Grove Hannah Shaw Grove's Financial Research Corporation Experience 1995 - 1998
Job Chief Marketing Officer at iCapital Network, Inc.
Industry Venture Capital & Private Equity
Experience
iCapital Network, Inc. 2015 - Present
Financial Advisor Magazine 2007 - Present
HSGrove LLC 2006 - 2014
Merrill Lynch Investment Managers 1999 - 2005
Prudential Financial 1998 - 1999
Financial Research Corporation 1995 - 1998
The Hanover Insurance Group (formerly Allmerica Financial) 1993 - 1995
Fidelity Investments 1989 - 1993
Skills
Marketing Strategy, Consulting, Business Development, Investments, Public Speaking, Series 7, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Strategic Communications, Marketing, Strategy, Financial Advisory, Alternative Investments, Training, Equities, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Asset Allocation, Finance, Securities, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 63, ETFs, Investment Advisory
Education
Harvard University 1987 — 1990
ALB, Fine Arts & Humanities
Scripps College 1984 — 1987
Liberal Arts
iCapital Network, Inc. 2015 - Present
Financial Advisor Magazine 2007 - Present
HSGrove LLC 2006 - 2014
Merrill Lynch Investment Managers 1999 - 2005
Prudential Financial 1998 - 1999
Financial Research Corporation 1995 - 1998
The Hanover Insurance Group (formerly Allmerica Financial) 1993 - 1995
Fidelity Investments 1989 - 1993
Skills
Marketing Strategy, Consulting, Business Development, Investments, Public Speaking, Series 7, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Strategic Communications, Marketing, Strategy, Financial Advisory, Alternative Investments, Training, Equities, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Asset Allocation, Finance, Securities, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 63, ETFs, Investment Advisory
Education
Harvard University 1987 — 1990
ALB, Fine Arts & Humanities
Scripps College 1984 — 1987
Liberal Arts
Hanlu Li Hanlu Li's Financial Research Corporation Experience February 2008 - August 2008
Job VP, Business Intelligence at EverQuote
Industry Marketing and Advertising
Experience
EverQuote April 2015 - Present
EverQuote October 2013 - April 2015
EverQuote October 2010 - October 2013
CogoLabs November 2008 - October 2010
Financial Research Corporation February 2008 - August 2008
Skills
SEM, Analytics, Web Analytics, Online Marketing, Google Adwords, Market Research, Online Advertising, Competitive Analysis, Email Marketing, SEO, Lead Generation, Start-ups, PPC, Management, E-commerce, Customer Acquisition, Display Advertising, Digital Marketing, Product Marketing, Business Analytics, Business Intelligence, Python, SQL
Education
Tufts University 2006 — 2008
Master of Arts, Economics
Beijing Normal University 2002 — 2006
Bachelor, Management Science & English
EverQuote April 2015 - Present
EverQuote October 2013 - April 2015
EverQuote October 2010 - October 2013
CogoLabs November 2008 - October 2010
Financial Research Corporation February 2008 - August 2008
Skills
SEM, Analytics, Web Analytics, Online Marketing, Google Adwords, Market Research, Online Advertising, Competitive Analysis, Email Marketing, SEO, Lead Generation, Start-ups, PPC, Management, E-commerce, Customer Acquisition, Display Advertising, Digital Marketing, Product Marketing, Business Analytics, Business Intelligence, Python, SQL
Education
Tufts University 2006 — 2008
Master of Arts, Economics
Beijing Normal University 2002 — 2006
Bachelor, Management Science & English
Chris Ahrens Chris Ahrens's Financial Research Corporation Experience October 2005 - October 2008
Job Online Marketing Manager Gardener's Supply Company
Industry Marketing and Advertising
Experience
Gardener's Supply Company March 2013 - Present
Kelliher Samets Volk March 2012 - March 2013
New Breed Marketing September 2011 - February 2012
The Lane Press November 2008 - June 2011
Financial Research Corporation October 2005 - October 2008
Skills
Integrated Marketing, CRM, Lead Generation, Marketing, Email Marketing, Advertising, Management, Digital Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Strategy, Marketing Communications, Online Advertising
Education
Saint Michael's College 2001 — 2005
Business, Minor in Marketing
Gardener's Supply Company March 2013 - Present
Kelliher Samets Volk March 2012 - March 2013
New Breed Marketing September 2011 - February 2012
The Lane Press November 2008 - June 2011
Financial Research Corporation October 2005 - October 2008
Skills
Integrated Marketing, CRM, Lead Generation, Marketing, Email Marketing, Advertising, Management, Digital Marketing, Social Media Marketing, Online Marketing, Marketing Strategy, Strategy, Marketing Communications, Online Advertising
Education
Saint Michael's College 2001 — 2005
Business, Minor in Marketing
Elizabeth Wetherbee Elizabeth Wetherbee's Financial Research Corporation Experience July 2001 - June 2007
Job SVP of Marketing
Industry Financial Services
Experience
Hearts & Wallets LLC January 2014 - Present
Solstice Advisory LLC June 2012 - Present
Informa Investment Solutions June 2007 - June 2012
Informa Investment Solutions January 2009 - September 2011
Informa Investment Solutions July 2007 - October 2010
Financial Research Corporation July 2001 - June 2007
IBC 1998 - 2001
Skills
Mutual Funds, Asset Managment, Product Development, Financial Services, Sales, Brand Architecture, Demand Generation, Business Development, Relationship Management, Microsoft Office, Product Management, Investments, Marketing Strategy, Marketing Automation, Strategic Planning, Wealth Management, Key Account, Marketing, Management, Social Media Marketing, Business Strategy, New Business Development, Market Research, Executive Management, Competitive Analysis, Strategic Partnerships, Portfolio Management, Online Marketing, Strategy, Alternative Investments, Asset Management, Direct Marketing, Investment Management, Analytics, Leadership, Digital Marketing, Integrated Marketing, Marketing Communications, Asset Allocation, CRM
Education
Syracuse University 1989 — 1993
Bachelor of Arts, Psychology
Northfield Mount Hermon 1987 — 1989
CCHS
Hearts & Wallets LLC January 2014 - Present
Solstice Advisory LLC June 2012 - Present
Informa Investment Solutions June 2007 - June 2012
Informa Investment Solutions January 2009 - September 2011
Informa Investment Solutions July 2007 - October 2010
Financial Research Corporation July 2001 - June 2007
IBC 1998 - 2001
Skills
Mutual Funds, Asset Managment, Product Development, Financial Services, Sales, Brand Architecture, Demand Generation, Business Development, Relationship Management, Microsoft Office, Product Management, Investments, Marketing Strategy, Marketing Automation, Strategic Planning, Wealth Management, Key Account, Marketing, Management, Social Media Marketing, Business Strategy, New Business Development, Market Research, Executive Management, Competitive Analysis, Strategic Partnerships, Portfolio Management, Online Marketing, Strategy, Alternative Investments, Asset Management, Direct Marketing, Investment Management, Analytics, Leadership, Digital Marketing, Integrated Marketing, Marketing Communications, Asset Allocation, CRM
Education
Syracuse University 1989 — 1993
Bachelor of Arts, Psychology
Northfield Mount Hermon 1987 — 1989
CCHS
Maria Harlan Maria Harlan's Financial Research Corporation Experience December 2010 - May 2011
Job Director, Marketing Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments May 2011 - December 2014
Financial Research Corporation December 2010 - May 2011
UMass Medical School March 2010 - September 2010
AARP Financial May 2009 - September 2009
Fidelity Investments August 2007 - February 2009
TMP Worldwide May 2006 - July 2007
TMP Worldwide November 2004 - April 2006
Abbott/MediSense March 2004 - September 2004
Abbott/MediSense June 2001 - March 2004
Skills
Management, Proposal Writing, Editing, Creative Direction, Marketing Communications, Internal Communications, Relationship Management, Marketing Strategy, Project Management, Integrated Marketing, Corporate Communications, Brand Management, Strategic Communications, Marketing, SEO
Education
Simmons College 1997 — 1998
M. Ed., Elementary Education
Penn State University 1990 — 1994
BA in Communications, Advertising, Spanish
Fidelity Investments December 2014 - Present
Fidelity Investments May 2011 - December 2014
Financial Research Corporation December 2010 - May 2011
UMass Medical School March 2010 - September 2010
AARP Financial May 2009 - September 2009
Fidelity Investments August 2007 - February 2009
TMP Worldwide May 2006 - July 2007
TMP Worldwide November 2004 - April 2006
Abbott/MediSense March 2004 - September 2004
Abbott/MediSense June 2001 - March 2004
Skills
Management, Proposal Writing, Editing, Creative Direction, Marketing Communications, Internal Communications, Relationship Management, Marketing Strategy, Project Management, Integrated Marketing, Corporate Communications, Brand Management, Strategic Communications, Marketing, SEO
Education
Simmons College 1997 — 1998
M. Ed., Elementary Education
Penn State University 1990 — 1994
BA in Communications, Advertising, Spanish
Sheila James-Hamler Sheila James-Hamler's Financial Research Corporation Experience 1997 - 2008
Job Business Management and Operations Executive
Industry Financial Services
Experience
Hearts & Wallets LLC November 2010 - Present
Codman Square Health Center 2010 - 2011
Financial Research Corporation, LLC 2008 - 2009
Financial Research Corporation 1997 - 2008
Funds Distributor, Inc. (FDI) 1996 - 1997
Contractor Agency 1994 - 1996
Shearman & Sterling 1984 - 1993
Skills
Relationship Management, Strategic Planning, Project Management, Process Improvement, Business Process..., Leadership, CRM, Management, Market Research, Business Development, Mergers, Entrepreneurship, Product Development, Sales, Mutual Funds, Competitive Analysis, Risk Management, Business Planning, Consulting, Investments, Asset Management, Finance, Financial Services, Budgets, Fundraising, Product Management, Customer Service, Mergers & Acquisitions, Analytics, Alternative Investments, Sales Operations, Portfolio Management, Analysis, Strategic Partnerships, Strategy, Marketing, Product Marketing, Management Consulting, Operations Management, New Business Development, Vendor Management, Business Strategy, Executive Management, Human Resources
Education
Northeastern University
BS
Hearts & Wallets LLC November 2010 - Present
Codman Square Health Center 2010 - 2011
Financial Research Corporation, LLC 2008 - 2009
Financial Research Corporation 1997 - 2008
Funds Distributor, Inc. (FDI) 1996 - 1997
Contractor Agency 1994 - 1996
Shearman & Sterling 1984 - 1993
Skills
Relationship Management, Strategic Planning, Project Management, Process Improvement, Business Process..., Leadership, CRM, Management, Market Research, Business Development, Mergers, Entrepreneurship, Product Development, Sales, Mutual Funds, Competitive Analysis, Risk Management, Business Planning, Consulting, Investments, Asset Management, Finance, Financial Services, Budgets, Fundraising, Product Management, Customer Service, Mergers & Acquisitions, Analytics, Alternative Investments, Sales Operations, Portfolio Management, Analysis, Strategic Partnerships, Strategy, Marketing, Product Marketing, Management Consulting, Operations Management, New Business Development, Vendor Management, Business Strategy, Executive Management, Human Resources
Education
Northeastern University
BS
Matt Schott Matt Schott's Financial Research Corporation Experience January 2011 - September 2011
Job Director, Investment Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Veritude February 2012 - January 2014
Financial Research Corporation January 2011 - September 2011
Veritude August 2010 - January 2011
Independence Enterprises LLC May 2009 - July 2010
Placemark Investments March 2007 - December 2008
TowerGroup January 2001 - March 2007
Fidelity Investments August 1987 - December 2000
Skills
Business Analysis, Project Planning, Project Implementation, Product Development, Product Marketing, Product Design, Product Launch, Project Portfolio..., Project Execution, Strategic Planning, Annu, Separately Managed..., Retirement Solutions, Retirement Income..., Financial Planning, Quality Assurance, Research, Survey Design
Education
Duke University
AB, Economics
Fidelity Investments January 2014 - Present
Veritude February 2012 - January 2014
Financial Research Corporation January 2011 - September 2011
Veritude August 2010 - January 2011
Independence Enterprises LLC May 2009 - July 2010
Placemark Investments March 2007 - December 2008
TowerGroup January 2001 - March 2007
Fidelity Investments August 1987 - December 2000
Skills
Business Analysis, Project Planning, Project Implementation, Product Development, Product Marketing, Product Design, Product Launch, Project Portfolio..., Project Execution, Strategic Planning, Annu, Separately Managed..., Retirement Solutions, Retirement Income..., Financial Planning, Quality Assurance, Research, Survey Design
Education
Duke University
AB, Economics
Jamaal King Jamaal King's Financial Research Corporation Experience November 2007 - October 2011
Job Community Manager/Leasing/Operations at Carr Workplaces
Industry Commercial Real Estate
Experience
Carr Workplaces September 2014 - Present
Legacy Marketing of Boston/Chicago 3 Consultants January 2014 - July 2014
Northwestern Mutual January 2013 - May 2013
Financial Research Corporation November 2007 - October 2011
State Street August 2006 - November 2007
Smith Barney August 2005 - May 2006
Skills
Bloomberg, Market Research, Data Analysis, Investments, Mutual Funds, Research, Analysis, Retirement, Investment Strategies, ETFs, Investment Management, Asset Allocation, Trading, Alternative Investments, Financial Modeling, Management, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2006
BA, Economics
Carr Workplaces September 2014 - Present
Legacy Marketing of Boston/Chicago 3 Consultants January 2014 - July 2014
Northwestern Mutual January 2013 - May 2013
Financial Research Corporation November 2007 - October 2011
State Street August 2006 - November 2007
Smith Barney August 2005 - May 2006
Skills
Bloomberg, Market Research, Data Analysis, Investments, Mutual Funds, Research, Analysis, Retirement, Investment Strategies, ETFs, Investment Management, Asset Allocation, Trading, Alternative Investments, Financial Modeling, Management, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2006
BA, Economics
T. Neil Bathon T. Neil Bathon's Financial Research Corporation Experience 1987 - 2006
Job Managing Partner of FUSE Research Network
Industry Financial Services
Experience
BNY Mellon Charitable Gift Fund August 2012 - Present
Vertical Capital Income Fund July 2011 - Present
FUSE Research Network LLC October 2008 - Present
PMR Associates LLC July 2006 - Present
Financial Investors Variable Insurance Trust (FIVIT) 2007 - 2010
Financial Research Corporation 1987 - 2006
Kemper Financial Services 1983 - 1987
Zacks Investment Research 1983 - 1984
Skills
cribbage, Panel Moderator, Event Planning, Billiards, Darts, Portfolio Management, Management, Market Research, Marketing, Asset Management, Financial Services, Leadership, Business Strategy, Mutual Funds, Alternative Investments, Solution Selling, Fund Of Funds, Pensions, Product Marketing, Investment Management, Mergers & Acquisitions, Hedge Funds, Corporate Communications, Financial Analysis, Integrated Marketing, Valuation, Financial Markets, Retirement Planning, Funding, 401k, Asset Allocation, Institutional..., Equity Research, Capital Markets, Investments, Access, Competitive Intelligence, Bonds, Direct Marketing, Bloomberg, Venture Capital, Entrepreneurship, Strategy, Trading, Morningstar, Digital Marketing, Thought Leadership, Financial Market..., Marketing Communications, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1984
MBA, Finance
Marquette University 1979 — 1983
BS, Business Administration (Finance)
Delone 1976 — 1979
Squire
BNY Mellon Charitable Gift Fund August 2012 - Present
Vertical Capital Income Fund July 2011 - Present
FUSE Research Network LLC October 2008 - Present
PMR Associates LLC July 2006 - Present
Financial Investors Variable Insurance Trust (FIVIT) 2007 - 2010
Financial Research Corporation 1987 - 2006
Kemper Financial Services 1983 - 1987
Zacks Investment Research 1983 - 1984
Skills
cribbage, Panel Moderator, Event Planning, Billiards, Darts, Portfolio Management, Management, Market Research, Marketing, Asset Management, Financial Services, Leadership, Business Strategy, Mutual Funds, Alternative Investments, Solution Selling, Fund Of Funds, Pensions, Product Marketing, Investment Management, Mergers & Acquisitions, Hedge Funds, Corporate Communications, Financial Analysis, Integrated Marketing, Valuation, Financial Markets, Retirement Planning, Funding, 401k, Asset Allocation, Institutional..., Equity Research, Capital Markets, Investments, Access, Competitive Intelligence, Bonds, Direct Marketing, Bloomberg, Venture Capital, Entrepreneurship, Strategy, Trading, Morningstar, Digital Marketing, Thought Leadership, Financial Market..., Marketing Communications, Investment Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1984
MBA, Finance
Marquette University 1979 — 1983
BS, Business Administration (Finance)
Delone 1976 — 1979
Squire
Ryan Mishina, CFA's Financial Research Corporation Experience June 2004 - August 2004
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments September 2011 - December 2014
Fidelity Investments July 2010 - September 2011
Fidelity Investments July 2007 - July 2010
Fidelity Investments July 2005 - July 2007
Financial Research Corporation June 2004 - August 2004
Education
Boston University Questrom School of Business 2009 — 2010
M.S., Investment Management
Boston University Questrom School of Business 2001 — 2005
B.S., Business Adminstration
Robert Service High School - Anchorage, AK 1997 — 2001
High School
Fidelity Investments December 2014 - Present
Fidelity Investments September 2011 - December 2014
Fidelity Investments July 2010 - September 2011
Fidelity Investments July 2007 - July 2010
Fidelity Investments July 2005 - July 2007
Financial Research Corporation June 2004 - August 2004
Education
Boston University Questrom School of Business 2009 — 2010
M.S., Investment Management
Boston University Questrom School of Business 2001 — 2005
B.S., Business Adminstration
Robert Service High School - Anchorage, AK 1997 — 2001
High School
Brian Boswell's Financial Research Corporation Experience March 2005 - May 2008
Job Director, Advisor Distribution at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments, Inc.) March 2014 - Present
Upromise Investments, Inc. May 2008 - March 2014
Financial Research Corporation March 2005 - May 2008
The Ayco Company, Goldman Sachs June 2002 - January 2005
Skills
Advisor Distribution, Investments, Mutual Funds, Analysis, 529 Plans, Asset Management, Financial Services, Writing, Research, Series 7, Finance, Microsoft Office, Word, PowerPoint, Excel, Morningstar, Photoshop, Public Speaking, Microsoft Excel, Key Account Management, Financial Modeling, Media Relations, Qualitative Research, Quantitative Research, Customer Relations, Investment Products, Statistics, Financial Analysis, Securities, Technical Analysis, Sales
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2001
BS
Cushing Academy 1995 — 1997
High School
Ascensus College Savings (formerly Upromise Investments, Inc.) March 2014 - Present
Upromise Investments, Inc. May 2008 - March 2014
Financial Research Corporation March 2005 - May 2008
The Ayco Company, Goldman Sachs June 2002 - January 2005
Skills
Advisor Distribution, Investments, Mutual Funds, Analysis, 529 Plans, Asset Management, Financial Services, Writing, Research, Series 7, Finance, Microsoft Office, Word, PowerPoint, Excel, Morningstar, Photoshop, Public Speaking, Microsoft Excel, Key Account Management, Financial Modeling, Media Relations, Qualitative Research, Quantitative Research, Customer Relations, Investment Products, Statistics, Financial Analysis, Securities, Technical Analysis, Sales
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2001
BS
Cushing Academy 1995 — 1997
High School
Stoddard K. Rowley Stoddard K. Rowley's Financial Research Corporation Experience September 2009 - November 2011
Job National Sales Manager DeepDive Research
Industry Financial Services
Experience
DeepDive Research June 2012 - Present
Financial Research Corporation September 2009 - November 2011
Aplifi January 2009 - September 2009
NewRiver Inc. May 2006 - December 2008
Thomson Financial July 1993 - May 2006
Skills
Asset Managment, Sales Presentations, Financial Services, Entrepreneurship, Leadership, Series 24, Pricing, Contract Negotiation, Sales Management, Enterprise Software, Start-ups, Management, New Business Development, Asset Management, Vendor Management, Salesforce.com, Strategic Planning, Risk Management, Investments, Lead Generation, Strategic Partnerships, Product Marketing, Product Management, Strategy, Business Development, Executive Management, Competitive Analysis, CRM, Relationship Management, Business Strategy, Mergers & Acquisitions, SaaS, Analytics, Sales Process
Education
Hartwick College
Management
DeepDive Research June 2012 - Present
Financial Research Corporation September 2009 - November 2011
Aplifi January 2009 - September 2009
NewRiver Inc. May 2006 - December 2008
Thomson Financial July 1993 - May 2006
Skills
Asset Managment, Sales Presentations, Financial Services, Entrepreneurship, Leadership, Series 24, Pricing, Contract Negotiation, Sales Management, Enterprise Software, Start-ups, Management, New Business Development, Asset Management, Vendor Management, Salesforce.com, Strategic Planning, Risk Management, Investments, Lead Generation, Strategic Partnerships, Product Marketing, Product Management, Strategy, Business Development, Executive Management, Competitive Analysis, CRM, Relationship Management, Business Strategy, Mergers & Acquisitions, SaaS, Analytics, Sales Process
Education
Hartwick College
Management
Matthew Beaudry Matthew Beaudry's Financial Research Corporation Experience April 1997 - July 1998
Job Vice President, Institutional Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance Management July 2006 - Present
Eaton Vance Management December 2009 - June 2014
AllianceBernstein January 2003 - June 2006
AllianceBernstein May 2000 - December 2002
State Street Research August 1998 - April 2000
Financial Research Corporation April 1997 - July 1998
Putnam Investments May 1990 - March 1997
Price Waterhouse September 1984 - April 1990
Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory
Education
College of the Holy Cross 1980 — 1984
BA, Economics and Accounting
Suffield Academy 1976 — 1980
University of Pennsylvania - The Wharton School
CIMA, Finance
Eaton Vance Management July 2006 - Present
Eaton Vance Management December 2009 - June 2014
AllianceBernstein January 2003 - June 2006
AllianceBernstein May 2000 - December 2002
State Street Research August 1998 - April 2000
Financial Research Corporation April 1997 - July 1998
Putnam Investments May 1990 - March 1997
Price Waterhouse September 1984 - April 1990
Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory
Education
College of the Holy Cross 1980 — 1984
BA, Economics and Accounting
Suffield Academy 1976 — 1980
University of Pennsylvania - The Wharton School
CIMA, Finance
D. Chris Brown, CFP D. Chris Brown, CFP's Financial Research Corporation Experience January 1997 - December 2000
Job Principal at Brown Financial Research, LLC
Industry Investment Management
Experience
Brown Financial Research, LLC 2002 - Present
Cerulli Associates January 2001 - December 2001
Financial Research Corporation January 1997 - December 2000
Putnam Investments January 1994 - December 1997
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner Professional Education Program
Geneva College 1979 — 1983
B.A., Philosophy
Brown Financial Research, LLC 2002 - Present
Cerulli Associates January 2001 - December 2001
Financial Research Corporation January 1997 - December 2000
Putnam Investments January 1994 - December 1997
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner Professional Education Program
Geneva College 1979 — 1983
B.A., Philosophy
Christopher Sporcic's Financial Research Corporation Experience August 2003 - August 2006
Job Student at Duke University's Fuqua School of Business
Industry Investment Management
Experience
Oak Value Capital Management June 2009 - December 2009
Fidelity Iinvestments May 2007 - July 2008
Fidelity Investments August 2006 - June 2007
Financial Research Corporation August 2003 - August 2006
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master, Business Administration; Finance and Decision Sciences
Bates College 1997 — 2001
Bachelor of Science, Physics; Mathematics
Oak Value Capital Management June 2009 - December 2009
Fidelity Iinvestments May 2007 - July 2008
Fidelity Investments August 2006 - June 2007
Financial Research Corporation August 2003 - August 2006
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master, Business Administration; Finance and Decision Sciences
Bates College 1997 — 2001
Bachelor of Science, Physics; Mathematics
Mary Jackowiak's Financial Research Corporation Experience 1992 - 2007
Job
Industry Financial Services
Experience
Northern Trust Corporation December 2014 - Present
Northern Trust December 2010 - Present
Morgan Stanley Investment Management January 2008 - August 2010
Marjack Services 2007 - 2008
Financial Research Corporation 1992 - 2007
Kemper Financial 1987 - 1992
Skills
Mutual Funds, Alternative Investments, ETFs, Project Management, Investments, Equities, Management, Analytics, Business Analysis, Marketing, Strategic Planning, Fixed Income, Leadership, Product Development, Digital Marketing, Email Marketing, Integrated Marketing, Web Analytics, SEO, Competitive Analysis, Strategy, Financial Services, Product Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Northern Illinois University
B.S
Northern Trust Corporation December 2014 - Present
Northern Trust December 2010 - Present
Morgan Stanley Investment Management January 2008 - August 2010
Marjack Services 2007 - 2008
Financial Research Corporation 1992 - 2007
Kemper Financial 1987 - 1992
Skills
Mutual Funds, Alternative Investments, ETFs, Project Management, Investments, Equities, Management, Analytics, Business Analysis, Marketing, Strategic Planning, Fixed Income, Leadership, Product Development, Digital Marketing, Email Marketing, Integrated Marketing, Web Analytics, SEO, Competitive Analysis, Strategy, Financial Services, Product Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Northern Illinois University
B.S
Carol Chow Carson's Financial Research Corporation Experience December 2005 - July 2008
Job Marketing & Sales
Industry Financial Services
Experience
Essex Investment Management December 2012 - May 2013
State Street Global Advisors July 2008 - May 2012
Financial Research Corporation December 2005 - July 2008
Boston Sports Club 2004 - 2008
Skills
Product Management, Market Research, Competitive Analysis, Product Development, Marketing Strategy, Product Strategy, Data Analysis, Analytics, Consumer Insight, Project Management, Relationship Management, Cross-functional..., Financial Services, Investments, Market Analysis, Analysis
Education
Boston University - School of Management 2008 — 2012
MBA, Marketing and Strategy & Business Analysis
Boston University 2000 — 2004
Essex Investment Management December 2012 - May 2013
State Street Global Advisors July 2008 - May 2012
Financial Research Corporation December 2005 - July 2008
Boston Sports Club 2004 - 2008
Skills
Product Management, Market Research, Competitive Analysis, Product Development, Marketing Strategy, Product Strategy, Data Analysis, Analytics, Consumer Insight, Project Management, Relationship Management, Cross-functional..., Financial Services, Investments, Market Analysis, Analysis
Education
Boston University - School of Management 2008 — 2012
MBA, Marketing and Strategy & Business Analysis
Boston University 2000 — 2004
Lawrence Petrone, CFA's Financial Research Corporation Experience September 2009 - January 2012
Job Director of Product Consulting & Research at kasina
Industry Investment Management
Experience
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
kasina January 2015 - Present
kasina February 2012 - December 2014
Financial Research Corporation September 2009 - January 2012
WR Hambrecht + Co February 2008 - April 2009
TheStreet.com Ratings May 2007 - January 2008
America's Growth Capital November 2006 - April 2007
Walden Brook Capital Partners, LLC May 2005 - August 2006
Decision Economics September 2003 - June 2005
Fidelity Investments September 1996 - October 2002
The Boston Company July 1986 - August 1996
Skills
Investments, Equities, Financial Services, Hedge Funds, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Equity Research, Alternative Investments, Fixed Income, Investment Strategies, Asset Management, ETFs, Competitive Analysis, Investment Management, Finance, Market Research, Bonds, Financial Modeling
Education
Boston College 1978 — 1979
Master of Arts (M.A.), Masters of Education
Gordon College 1973 — 1977
Bachelor of Arts, History
Ross Frankenfield, CFA's Financial Research Corporation Experience 2004 - 2006
Job Senior Vice President, Research
Industry Financial Services
Experience
Harbor Funds Distributors, Inc. April 2006 - Present
Financial Research Corporation 2004 - 2006
Skills
Asset Management, Mutual Funds, Investments
Education
Colby College 1996 — 2000
Harbor Funds Distributors, Inc. April 2006 - Present
Financial Research Corporation 2004 - 2006
Skills
Asset Management, Mutual Funds, Investments
Education
Colby College 1996 — 2000
Laura R. Van Zandt's Financial Research Corporation Experience September 2003 - May 2004
Job Executive Director at REACH Beyond Domestic Violence
Industry Nonprofit Organization Management
Experience
REACH Beyond Domestic Violence October 2004 - Present
Wellington Management May 2004 - August 2004
Financial Research Corporation September 2003 - May 2004
Scudder Investments 1994 - 2002
Skills
Mutual Funds, Customer Relations, Product Development, Investments, Research, Personnel Management, Fundraising, Strategic Planning, Communication Skills, Presentations, Crisis Management, Social Services, Team Management, Leadership, Cross-functional Team..., Volunteer Management, Budgets, Community Outreach, Management, Program Development, Public Speaking, Marketing, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BA, Government
REACH Beyond Domestic Violence October 2004 - Present
Wellington Management May 2004 - August 2004
Financial Research Corporation September 2003 - May 2004
Scudder Investments 1994 - 2002
Skills
Mutual Funds, Customer Relations, Product Development, Investments, Research, Personnel Management, Fundraising, Strategic Planning, Communication Skills, Presentations, Crisis Management, Social Services, Team Management, Leadership, Cross-functional Team..., Volunteer Management, Budgets, Community Outreach, Management, Program Development, Public Speaking, Marketing, Nonprofits
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA, Finance
Cornell University 1985 — 1989
BA, Government
James Rita III's Financial Research Corporation Experience February 2007 - October 2007
Job Asst Vice President at Eastern Bank
Industry Financial Services
Experience
Eastern Bank April 2014 - Present
State Street 2010 - April 2014
JPMorgan Chase October 2007 - August 2010
Financial Research Corporation February 2007 - October 2007
State Street Global Advisors 2001 - 2007
Skills
Financial Analysis, Equities
Education
Boston University 2005 — 2007
MS, Finance
Villanova University 1997 — 2001
BS, Management
Eastern Bank April 2014 - Present
State Street 2010 - April 2014
JPMorgan Chase October 2007 - August 2010
Financial Research Corporation February 2007 - October 2007
State Street Global Advisors 2001 - 2007
Skills
Financial Analysis, Equities
Education
Boston University 2005 — 2007
MS, Finance
Villanova University 1997 — 2001
BS, Management
Kristin Adamonis, CFA's Financial Research Corporation Experience July 2006 - August 2009
Job Financial Services Research, Writing & Editing
Industry Financial Services
Experience
Kristin Adamonis, CFA November 2009 - Present
Financial Research Corporation July 2006 - August 2009
Financial Research Corporation September 2003 - July 2006
Financial Research Corporation May 2000 - September 2003
Funds Distributor, Inc. June 1999 - May 2000
Zions Bancorporation September 1997 - May 1999
First Security Bank July 1996 - August 1997
Skills
Research, Strategy, Mutual Funds, Competitive Analysis, Market Research, Investments
Education
Keene State College 1990 — 1994
B.S., Management
Kristin Adamonis, CFA November 2009 - Present
Financial Research Corporation July 2006 - August 2009
Financial Research Corporation September 2003 - July 2006
Financial Research Corporation May 2000 - September 2003
Funds Distributor, Inc. June 1999 - May 2000
Zions Bancorporation September 1997 - May 1999
First Security Bank July 1996 - August 1997
Skills
Research, Strategy, Mutual Funds, Competitive Analysis, Market Research, Investments
Education
Keene State College 1990 — 1994
B.S., Management
Peter Welgoss's Financial Research Corporation Experience February 2007 - June 2010
Job Competitive IntelligenceAsset Management
Industry Financial Services
Experience
Bank of America March 2015 - Present
Freelance December 2013 - Present
TIAA-CREF August 2012 - December 2013
FRC, LLC June 2010 - September 2011
Financial Research Corporation February 2007 - June 2010
Sun Life Financial March 2001 - September 2006
Paine Webber October 2000 - April 2001
THOMSON AND THOMSON October 1999 - October 2000
Commonwealth of Massachusettes May 1998 - October 1998
Commonwealth of Massachusettes May 1997 - August 1997
Skills
Analysis, Research, Marketing, Sales, Customer Service, Database Administration, Press Releases, Benefits Administration, Contract Management, Product Management, Investments, Relationship Management, Product Development, Product Marketing, Market Research, Strategic Planning, Thought Leadership, Competitive Analysis, Mutual Funds, Data Analysis, Project Management, ETFs, Financial Services, Securities, Competitive Intelligence, Business Development, Vendor Management, Asset Management, Investment Management, Strategy, Management, Finance, Financial Markets, Fixed Annuities
Education
Marietta College 1994 — 1998
BA, History
Bank of America March 2015 - Present
Freelance December 2013 - Present
TIAA-CREF August 2012 - December 2013
FRC, LLC June 2010 - September 2011
Financial Research Corporation February 2007 - June 2010
Sun Life Financial March 2001 - September 2006
Paine Webber October 2000 - April 2001
THOMSON AND THOMSON October 1999 - October 2000
Commonwealth of Massachusettes May 1998 - October 1998
Commonwealth of Massachusettes May 1997 - August 1997
Skills
Analysis, Research, Marketing, Sales, Customer Service, Database Administration, Press Releases, Benefits Administration, Contract Management, Product Management, Investments, Relationship Management, Product Development, Product Marketing, Market Research, Strategic Planning, Thought Leadership, Competitive Analysis, Mutual Funds, Data Analysis, Project Management, ETFs, Financial Services, Securities, Competitive Intelligence, Business Development, Vendor Management, Asset Management, Investment Management, Strategy, Management, Finance, Financial Markets, Fixed Annuities
Education
Marietta College 1994 — 1998
BA, History
Charlie Bevis's Financial Research Corporation Experience 1998 - 2008
Job Writer and College Writing Instructor
Industry Higher Education
Experience
University of Massachusetts Lowell May 2010 - Present
Rivier University September 2008 - Present
Quinsigamond Community College September 2009 - December 2013
Financial Research Corporation 1998 - 2008
Skills
Curriculum Design, Books, Teaching, Editing
Education
Rivier College 2006 — 2008
MA, Writing & Literature
University of New Hampshire 1972 — 1975
BA, Mathematics
University of Massachusetts Lowell May 2010 - Present
Rivier University September 2008 - Present
Quinsigamond Community College September 2009 - December 2013
Financial Research Corporation 1998 - 2008
Skills
Curriculum Design, Books, Teaching, Editing
Education
Rivier College 2006 — 2008
MA, Writing & Literature
University of New Hampshire 1972 — 1975
BA, Mathematics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY