First New York Securities
Industry: Capital market company
DescriptionFounded: 1986 Subsidiaries: Infinity Capital Markets Limited,
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First New York Securities Employees
Employee
Years
Job
Industry
Jake Beham Jake Beham's First New York Securities Experience May 2010 - October 2012
Job Financial Analyst at Frontier Airlines
Industry Airlines/Aviation
Experience
Frontier Airlines January 2015 - Present
Shot Stats October 2013 - Present
Advanced Sports Logic, Inc. August 2013 - Present
The Golf Channel/GolfNow.com September 2013 - January 2015
The Golf Channel/GolfNow.com October 2012 - September 2013
First New York Securities May 2010 - October 2012
Pali Capital September 2009 - March 2010
TDC Companies February 2009 - June 2009
Lehman Brothers July 2008 - August 2008
Health Care REIT June 2007 - September 2007
Skills
Financial Analysis, Technical Writing, Equities, Bloomberg, Derivatives, Trading, Fixed Income, Financial Modeling, Series 7, Investment Banking, Capital Markets, Portfolio Management, Valuation, Series 63, Investments, Options, Equity Trading, Mergers, Alternative Investments, Due Diligence, Asset Managment, FX Options, Back Office, Middle Office, Equity Research, Equity Valuation, Private Equity, Financial Markets, Asset Allocation, Finance, Structured Products, Commodity, Hedging, Electronic Trading, Equity Derivatives, Proprietary Trading, FINRA, Trading Strategies, Trading Systems, Bloomberg Terminal, Prime Brokerage, Securities, Emerging Markets, Bonds
Education
The Ohio State University 2005 — 2008
Bachelor of Science (B.S.), Finance and Accounting
Frontier Airlines January 2015 - Present
Shot Stats October 2013 - Present
Advanced Sports Logic, Inc. August 2013 - Present
The Golf Channel/GolfNow.com September 2013 - January 2015
The Golf Channel/GolfNow.com October 2012 - September 2013
First New York Securities May 2010 - October 2012
Pali Capital September 2009 - March 2010
TDC Companies February 2009 - June 2009
Lehman Brothers July 2008 - August 2008
Health Care REIT June 2007 - September 2007
Skills
Financial Analysis, Technical Writing, Equities, Bloomberg, Derivatives, Trading, Fixed Income, Financial Modeling, Series 7, Investment Banking, Capital Markets, Portfolio Management, Valuation, Series 63, Investments, Options, Equity Trading, Mergers, Alternative Investments, Due Diligence, Asset Managment, FX Options, Back Office, Middle Office, Equity Research, Equity Valuation, Private Equity, Financial Markets, Asset Allocation, Finance, Structured Products, Commodity, Hedging, Electronic Trading, Equity Derivatives, Proprietary Trading, FINRA, Trading Strategies, Trading Systems, Bloomberg Terminal, Prime Brokerage, Securities, Emerging Markets, Bonds
Education
The Ohio State University 2005 — 2008
Bachelor of Science (B.S.), Finance and Accounting
Edward Baraban Edward Baraban's First New York Securities Experience June 2000 - June 2001
Job Hedge Fund Research and Product Development
Industry Investment Management
Experience
Aruma, Dix Hils Partners February 2015 - Present
Dix Hills Partners, LLC January 2007 - April 2014
Quasar Capital Partners March 2004 - December 2006
Fimat International Banque (Societe Generale) June 2002 - June 2003
First New York Securities June 2000 - June 2001
Deutsche Bank August 1998 - May 2000
Eastman Kodak January 1991 - June 1996
Skills
Fixed Income, Hedge Funds, Fixed Income Analysis, Fixed Income Portfolio..., Interest Rate Risk..., Fixed Income Trading, Fixed Income Research, Systematic Trading, Macroeconomic Modeling, Interest Rate Trading, Interest Rate Portfolio..., Trading Model..., Alternative Investments, Portfolio Management, Econometrics, Quantitative Investing, Matlab, Managed Futures, Macro Trading, Foreign Exchange, CTAs, Duration Management, Interest Rate..., Futures Trading, Product Development, Liquid Alternatives, Hedge Fund Strategies, Alternative Fixed Income, Investor Relations, Investor Presentations
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Rochester 1985 — 1991
BS, MS, Optics
Aruma, Dix Hils Partners February 2015 - Present
Dix Hills Partners, LLC January 2007 - April 2014
Quasar Capital Partners March 2004 - December 2006
Fimat International Banque (Societe Generale) June 2002 - June 2003
First New York Securities June 2000 - June 2001
Deutsche Bank August 1998 - May 2000
Eastman Kodak January 1991 - June 1996
Skills
Fixed Income, Hedge Funds, Fixed Income Analysis, Fixed Income Portfolio..., Interest Rate Risk..., Fixed Income Trading, Fixed Income Research, Systematic Trading, Macroeconomic Modeling, Interest Rate Trading, Interest Rate Portfolio..., Trading Model..., Alternative Investments, Portfolio Management, Econometrics, Quantitative Investing, Matlab, Managed Futures, Macro Trading, Foreign Exchange, CTAs, Duration Management, Interest Rate..., Futures Trading, Product Development, Liquid Alternatives, Hedge Fund Strategies, Alternative Fixed Income, Investor Relations, Investor Presentations
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Rochester 1985 — 1991
BS, MS, Optics
Stephen Melchior Stephen Melchior's First New York Securities Experience May 2000 - April 2013
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
Conventus Capital, LLC May 2013 - January 2015
First New York Securities May 2000 - April 2013
BNP Paribas January 2000 - May 2000
PARIBAS July 1996 - December 1999
PARIBAS October 1993 - July 1996
First Boston Corporation 1989 - 1993
Skills
Asset Management, Investment Management, Retirement Planning, Estate Planning, Business Succession..., Life Insurance..., College Education..., Pension Maximization, Health Plan Design, Financial Needs Analysis
Education
Rider University 2015 — 2017
EMBA, Executive Masters of Business Administration Program
State University of New York College at Oswego 1985 — 1989
Bachelor of Arts (BA), Art History, Criticism and Conservation
AXA Advisors February 2015 - Present
Conventus Capital, LLC May 2013 - January 2015
First New York Securities May 2000 - April 2013
BNP Paribas January 2000 - May 2000
PARIBAS July 1996 - December 1999
PARIBAS October 1993 - July 1996
First Boston Corporation 1989 - 1993
Skills
Asset Management, Investment Management, Retirement Planning, Estate Planning, Business Succession..., Life Insurance..., College Education..., Pension Maximization, Health Plan Design, Financial Needs Analysis
Education
Rider University 2015 — 2017
EMBA, Executive Masters of Business Administration Program
State University of New York College at Oswego 1985 — 1989
Bachelor of Arts (BA), Art History, Criticism and Conservation
Christopher Guthrie's First New York Securities Experience January 2008 - January 2014
Job Developer at BlackRock
Industry Computer Software
Experience
BlackRock June 2014 - Present
The Flatiron School February 2014 - April 2014
First New York Securities January 2008 - January 2014
JPMorgan Chase August 2007 - December 2007
Skills
Equities, Hedge Funds, Fixed Income, Equity Trading, Bloomberg, Options, Ruby, Ruby on Rails, jQuery, JavaScript, Series 7, CSS, HTML 5
Education
University of California, San Diego 2003 — 2007
Bachelor of Arts (BA), Economics, Computer Science
BlackRock June 2014 - Present
The Flatiron School February 2014 - April 2014
First New York Securities January 2008 - January 2014
JPMorgan Chase August 2007 - December 2007
Skills
Equities, Hedge Funds, Fixed Income, Equity Trading, Bloomberg, Options, Ruby, Ruby on Rails, jQuery, JavaScript, Series 7, CSS, HTML 5
Education
University of California, San Diego 2003 — 2007
Bachelor of Arts (BA), Economics, Computer Science
David Ackerman David Ackerman's First New York Securities Experience June 2014 - July 2014
Job Student at Johns Hopkins University
Industry Financial Services
Experience
Johns Hopkins University 2012 - Present
HSBC June 2015 - August 2015
RIMA Senvest Management, LLC July 2014 - September 2014
First New York Securities June 2014 - July 2014
Saga Capital June 2013 - August 2013
Old Westbury Golf & Country Club July 2010 - August 2012
Boys and Girls Clubs of America June 2010 - July 2010
Skills
PowerPoint, Public Speaking, Graphic Design, Economics, Microsoft Excel, Qualitative Research, Statistics, Research, Financial Analysis, Data Analysis, Spanish, Teamwork
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Entrepreneurship & Management
Johns Hopkins University 2012 - Present
HSBC June 2015 - August 2015
RIMA Senvest Management, LLC July 2014 - September 2014
First New York Securities June 2014 - July 2014
Saga Capital June 2013 - August 2013
Old Westbury Golf & Country Club July 2010 - August 2012
Boys and Girls Clubs of America June 2010 - July 2010
Skills
PowerPoint, Public Speaking, Graphic Design, Economics, Microsoft Excel, Qualitative Research, Statistics, Research, Financial Analysis, Data Analysis, Spanish, Teamwork
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Entrepreneurship & Management
Gregory Klose's First New York Securities Experience April 2015 - Present
Job Portfolio Manager at First New York Securities
Industry Capital Markets
Experience
First New York Securities April 2015 - Present
Chardan Capital Markets September 2014 - April 2015
MR Valuation Consulting, LLC March 2014 - September 2014
Trillium Trading, LLC 2012 - 2013
Reidy Contracting Group March 2011 - September 2011
Radiant Energy Systems, Inc. August 2009 - December 2009
LEAD 2005 - 2005
Skills
Trading, PowerPoint, Capital Markets, Investments, Staff Supervision, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, MS Project, Analysis, Data Analysis, Engineering
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (BE), Engineering Management
First New York Securities April 2015 - Present
Chardan Capital Markets September 2014 - April 2015
MR Valuation Consulting, LLC March 2014 - September 2014
Trillium Trading, LLC 2012 - 2013
Reidy Contracting Group March 2011 - September 2011
Radiant Energy Systems, Inc. August 2009 - December 2009
LEAD 2005 - 2005
Skills
Trading, PowerPoint, Capital Markets, Investments, Staff Supervision, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, MS Project, Analysis, Data Analysis, Engineering
Education
Stevens Institute of Technology 2008 — 2012
Bachelor of Engineering (BE), Engineering Management
Ty Schlobohm's First New York Securities Experience 1996 - 2001
Job U.S. Trust
Industry Investment Management
Experience
U.S. Trust March 2013 - Present
Highpoint Center for Printmaking January 2014 - Present
G2 Trading May 2009 - February 2013
Cherry Tree April 2007 - April 2009
Langschiff Partners 2003 - 2006
ETG LLC 2001 - 2003
First New York Securities 1996 - 2001
RG Niederhoffer Capital Management 1996 - 1996
Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Trading, Private Equity, Fixed Income, Investment Banking, Options, Bloomberg, Valuation, Capital Markets, Series 7, Due Diligence, Commodity, Derivatives, Global Macro, Venture Capital, Asset Management, Asset Allocation, Equity Trading
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Blair Academy 1988 — 1992
U.S. Trust March 2013 - Present
Highpoint Center for Printmaking January 2014 - Present
G2 Trading May 2009 - February 2013
Cherry Tree April 2007 - April 2009
Langschiff Partners 2003 - 2006
ETG LLC 2001 - 2003
First New York Securities 1996 - 2001
RG Niederhoffer Capital Management 1996 - 1996
Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Managment, Portfolio Management, Trading, Private Equity, Fixed Income, Investment Banking, Options, Bloomberg, Valuation, Capital Markets, Series 7, Due Diligence, Commodity, Derivatives, Global Macro, Venture Capital, Asset Management, Asset Allocation, Equity Trading
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Blair Academy 1988 — 1992
John D. Alexander, ARM®, LCAM John D. Alexander, ARM®, LCAM's First New York Securities Experience February 2001 - September 2004
Job Property Manager, Licensed Real Estate Broker
Industry Real Estate
Experience
BLDG Management Co., INC. November 2013 - April 2015
Stonehenge Management March 2013 - October 2013
Stonehenge Management January 2012 - March 2013
Stonehenge Management February 2010 - January 2012
Fenwick Keats Goodstein January 2007 - February 2010
Urban Sanctuary September 2004 - December 2006
First New York Securities February 2001 - September 2004
ICP, Inc 1999 - 2001
Skills
Yardi Property..., Salesforce.com, Property Management, Real Estate, Real Estate Transactions, Real Estate Development, Property, Apartments, Landlords, Luxury, Condos, Rentals, Sellers, Tenant, Residential Homes, Leases, Investors, Listings, Contract Negotiation, Buyers, Advertising, Social Skills
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Anthropology & Biology
Wheaton College (MA) 1992 — 1993
BLDG Management Co., INC. November 2013 - April 2015
Stonehenge Management March 2013 - October 2013
Stonehenge Management January 2012 - March 2013
Stonehenge Management February 2010 - January 2012
Fenwick Keats Goodstein January 2007 - February 2010
Urban Sanctuary September 2004 - December 2006
First New York Securities February 2001 - September 2004
ICP, Inc 1999 - 2001
Skills
Yardi Property..., Salesforce.com, Property Management, Real Estate, Real Estate Transactions, Real Estate Development, Property, Apartments, Landlords, Luxury, Condos, Rentals, Sellers, Tenant, Residential Homes, Leases, Investors, Listings, Contract Negotiation, Buyers, Advertising, Social Skills
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Anthropology & Biology
Wheaton College (MA) 1992 — 1993
Matthew Gorzka Matthew Gorzka's First New York Securities Experience October 2015 - Present
Job Proprietary Trader at First New York Securities
Industry Financial Services
Experience
First New York Securities October 2015 - Present
HSBC January 2015 - September 2015
HSBC April 2012 - January 2015
Wells Fargo Bank August 2009 - April 2012
Skills
Investments, Financial Analysis, Mortgage Lending, Equities, Loans, Portfolio Management, Credit, Asset Management, Fixed Income, Retirement Planning, Valuation, Series 63, Finance, Series 7
Education
SUNY Albany 2005 — 2009
Bachelors, Economics
First New York Securities October 2015 - Present
HSBC January 2015 - September 2015
HSBC April 2012 - January 2015
Wells Fargo Bank August 2009 - April 2012
Skills
Investments, Financial Analysis, Mortgage Lending, Equities, Loans, Portfolio Management, Credit, Asset Management, Fixed Income, Retirement Planning, Valuation, Series 63, Finance, Series 7
Education
SUNY Albany 2005 — 2009
Bachelors, Economics
George D'Angelo II George D'Angelo II's First New York Securities Experience 1988 - 2000
Job Principal at VEA/Private Investor
Industry Investment Management
Experience
Value Equity Advisors January 1994 - Present
University of South Florida 2007 - 2010
First New York Securities 1988 - 2000
Oppenheimer & Co. 1983 - 1988
Lehman Brothers 1982 - 1983
Skills
Research, Mergers, Microsoft Office, Public Speaking, Strategic Planning, Financial Modeling, Equity Research, PowerPoint, Valuation, Investments, Financial Analysis, Quantitative Analytics, Economics, Editing, Social Media
Education
The George Washington University 1980 — 1981
Master of Business Administration (MBA), Finance
University of Maryland College Park 1974 — 1978
Bachelor of Science (BS), Accounting
Value Equity Advisors January 1994 - Present
University of South Florida 2007 - 2010
First New York Securities 1988 - 2000
Oppenheimer & Co. 1983 - 1988
Lehman Brothers 1982 - 1983
Skills
Research, Mergers, Microsoft Office, Public Speaking, Strategic Planning, Financial Modeling, Equity Research, PowerPoint, Valuation, Investments, Financial Analysis, Quantitative Analytics, Economics, Editing, Social Media
Education
The George Washington University 1980 — 1981
Master of Business Administration (MBA), Finance
University of Maryland College Park 1974 — 1978
Bachelor of Science (BS), Accounting
Timothy Coughlin's First New York Securities Experience May 2015 - Present
Job Proprietary Equity Trader at First New York Securities at First New York Securities
Industry Financial Services
Experience
First New York Securities May 2015 - Present
Academy Securities, Inc. March 2013 - Present
Imperial Capital 2011 - 2012
Dahlman Rose & Co. 2010 - 2011
Cantor Fitzgerald 2007 - 2009
Jefferies & Company 1992 - 2007
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Series 63, Series 24, series 55, CFA level 1 candidate, Strategic Financial..., FINRA, Chartered Financial..., Hedge Funds, Derivatives, Equities, Options, ETFs, Trading, Corporate Finance, Securities, Equity Trading, Trading Strategies, Equity Derivatives, Bonds, Private Equity, Asset Management, Trading Systems, Prime Brokerage, Bloomberg, Equity Research, Capital Markets, Electronic Trading, Financial Markets, Commodity, Fixed Income, Alternative Investments, Investment Banking, Portfolio Management, FX Options, Structured Products, Financial Modeling, Proprietary Trading, Emerging Markets, Equity Capital Markets, Asset Allocation, High Yield, Financial Risk, Investment Management, Swaps, Investment Strategies, Venture Capital
Education
University of Massachusetts, Amherst
BA, Economics
First New York Securities May 2015 - Present
Academy Securities, Inc. March 2013 - Present
Imperial Capital 2011 - 2012
Dahlman Rose & Co. 2010 - 2011
Cantor Fitzgerald 2007 - 2009
Jefferies & Company 1992 - 2007
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Series 63, Series 24, series 55, CFA level 1 candidate, Strategic Financial..., FINRA, Chartered Financial..., Hedge Funds, Derivatives, Equities, Options, ETFs, Trading, Corporate Finance, Securities, Equity Trading, Trading Strategies, Equity Derivatives, Bonds, Private Equity, Asset Management, Trading Systems, Prime Brokerage, Bloomberg, Equity Research, Capital Markets, Electronic Trading, Financial Markets, Commodity, Fixed Income, Alternative Investments, Investment Banking, Portfolio Management, FX Options, Structured Products, Financial Modeling, Proprietary Trading, Emerging Markets, Equity Capital Markets, Asset Allocation, High Yield, Financial Risk, Investment Management, Swaps, Investment Strategies, Venture Capital
Education
University of Massachusetts, Amherst
BA, Economics
William Weaver William Weaver's First New York Securities Experience July 2014 - Present
Job Proprietary Trader at FNY Global Trading
Industry Financial Services
Experience
First New York Securities July 2014 - Present
AMR Capital Trading January 2012 - Present
G2 Trading January 2012 - July 2014
Skills
Rowing, Statistical Arbitrage, Arbitrage, Equities, ETFs, Volatility Arbitrage, Trading Systems, Hedge Funds, Trading, Proprietary Trading, Quantitative Analysis, Series 56, Series 7, Series 63, Quantitative Analytics, Equity Derivatives, Options, Electronic Trading, Equity Trading, Traders, Trading Strategies, Derivatives, Bloomberg, Trading System, Quantitative Finance, Financial Markets, Technical Analysis, Commodity
Education
Temple University - Fox School of Business and Management 2005 — 2009
The Central High School of Philadelphia 2001 — 2005
First New York Securities July 2014 - Present
AMR Capital Trading January 2012 - Present
G2 Trading January 2012 - July 2014
Skills
Rowing, Statistical Arbitrage, Arbitrage, Equities, ETFs, Volatility Arbitrage, Trading Systems, Hedge Funds, Trading, Proprietary Trading, Quantitative Analysis, Series 56, Series 7, Series 63, Quantitative Analytics, Equity Derivatives, Options, Electronic Trading, Equity Trading, Traders, Trading Strategies, Derivatives, Bloomberg, Trading System, Quantitative Finance, Financial Markets, Technical Analysis, Commodity
Education
Temple University - Fox School of Business and Management 2005 — 2009
The Central High School of Philadelphia 2001 — 2005
Jason Leblang Jason Leblang's First New York Securities Experience May 2011 - August 2011
Job US Institutional Equities Analyst Sales & Trading at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America June 2012 - Present
First New York Securities May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Financial Analysis, C++, Corporate Finance, Matlab, Economics, Social Media, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America June 2012 - Present
First New York Securities May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Financial Analysis, C++, Corporate Finance, Matlab, Economics, Social Media, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Jordan Podell Jordan Podell's First New York Securities Experience 1994 - 1996
Job Investor and Advisor
Industry Financial Services
Experience
Self Employed May 2002 - Present
Leslie Rudd Investment Company April 2007 - June 2008
Schonfeld Securities July 2001 - April 2002
Dalton Kent Securities Group May 1998 - July 2001
Aegis Capital 1996 - 1998
First New York Securities 1994 - 1996
Skills
Equities, Investments, Start-ups, Loans, Real Estate, Securities, Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Portfolio Management, Financial Services, Valuation, Venture Capital, Investment Banking, Fixed Income
Education
University of Maryland College Park 1989 — 1993
Bachelor's Degree, Marketing
Self Employed May 2002 - Present
Leslie Rudd Investment Company April 2007 - June 2008
Schonfeld Securities July 2001 - April 2002
Dalton Kent Securities Group May 1998 - July 2001
Aegis Capital 1996 - 1998
First New York Securities 1994 - 1996
Skills
Equities, Investments, Start-ups, Loans, Real Estate, Securities, Mergers & Acquisitions, Due Diligence, Private Equity, Financial Modeling, Portfolio Management, Financial Services, Valuation, Venture Capital, Investment Banking, Fixed Income
Education
University of Maryland College Park 1989 — 1993
Bachelor's Degree, Marketing
Justin Saslaw's First New York Securities Experience July 2014 - Present
Job Relative Value Strat at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
First New York Securities July 2014 - Present
Goldman Sachs July 2012 - July 2014
Thompson Peak Capital November 2010 - June 2012
University of Notre Dame Treasury Services January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Tegean Capital Management May 2010 - August 2010
Skills
Bonds, Financial Modeling, Equities, Valuation, Bloomberg, Financial Analysis, Hedge Funds, Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Equity Valuation, Private Equity, Alternative Investments, Equity Research, Derivatives
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelors of Business Administration, Finance
Walt Whitman High School 2004 — 2008
Goldman Sachs August 2015 - Present
First New York Securities July 2014 - Present
Goldman Sachs July 2012 - July 2014
Thompson Peak Capital November 2010 - June 2012
University of Notre Dame Treasury Services January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Tegean Capital Management May 2010 - August 2010
Skills
Bonds, Financial Modeling, Equities, Valuation, Bloomberg, Financial Analysis, Hedge Funds, Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Equity Valuation, Private Equity, Alternative Investments, Equity Research, Derivatives
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelors of Business Administration, Finance
Walt Whitman High School 2004 — 2008
Beth Kleiman Beth Kleiman's First New York Securities Experience October 2010 - July 2011
Job Consultant
Industry Investment Banking
Experience
Business Solutions September 2009 - Present
United States Navy Reserve June 1984 - Present
NYSE Euronext November 2011 - December 2011
First New York Securities October 2010 - July 2011
NYSE Euronext January 2009 - August 2009
American Stock Exchange September 1986 - December 2008
Philips, Appel and Walden, Inc. September 1984 - September 1986
United States Navy May 1980 - June 1984
Skills
Intercultural..., Business Development, Organization &..., Visio, Risk Management, Securities, Executive Management, Due Diligence, Project Management, Trading, CRM, Business Analysis, Leadership, Leadership Development, Finance, Business Planning, Account Management, Strategy, Negotiation, Analysis, Financial Modeling, Mergers, Series 63, Teamwork, Financial Markets, Capital Markets, Investments, Program Management, Operational Risk..., Equities, Business Process..., Security, Financial Risk, Public Speaking, Asset Managment, Training, Customer Service, Financial Services, Asset Management, Valuation, Series 7, Human Resources, Portfolio Management, Process Improvement, Options, Management Consulting, Derivatives, Mergers & Acquisitions, Financial Analysis, Banking
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
University of Rochester 1976 — 1980
BA, Geology
Long Beach High School 1972 — 1976
Business Solutions September 2009 - Present
United States Navy Reserve June 1984 - Present
NYSE Euronext November 2011 - December 2011
First New York Securities October 2010 - July 2011
NYSE Euronext January 2009 - August 2009
American Stock Exchange September 1986 - December 2008
Philips, Appel and Walden, Inc. September 1984 - September 1986
United States Navy May 1980 - June 1984
Skills
Intercultural..., Business Development, Organization &..., Visio, Risk Management, Securities, Executive Management, Due Diligence, Project Management, Trading, CRM, Business Analysis, Leadership, Leadership Development, Finance, Business Planning, Account Management, Strategy, Negotiation, Analysis, Financial Modeling, Mergers, Series 63, Teamwork, Financial Markets, Capital Markets, Investments, Program Management, Operational Risk..., Equities, Business Process..., Security, Financial Risk, Public Speaking, Asset Managment, Training, Customer Service, Financial Services, Asset Management, Valuation, Series 7, Human Resources, Portfolio Management, Process Improvement, Options, Management Consulting, Derivatives, Mergers & Acquisitions, Financial Analysis, Banking
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
University of Rochester 1976 — 1980
BA, Geology
Long Beach High School 1972 — 1976
Julia Domaradzka Julia Domaradzka's First New York Securities Experience April 2011 - October 2011
Job Assistant Vice President, Risk Analysis Senior Specialist at Bank of America
Industry Financial Services
Experience
Canyon Capital Advisors July 2015 - Present
Bank of America October 2011 - May 2015
First New York Securities April 2011 - October 2011
Morgan Stanley September 2009 - April 2011
Bridgewater Associates July 2008 - March 2009
Credit Suisse May 2007 - July 2008
Skills
Market Risk, Financial Risk, Valuation, Portfolio Management, Fixed Income, Investments, Financial Modeling, Analytics, Trading
Education
University of Southern California 2003 — 2008
Dual BS/MS, Math/Econ and Mathematical Finance
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Statistics
mira costa
Canyon Capital Advisors July 2015 - Present
Bank of America October 2011 - May 2015
First New York Securities April 2011 - October 2011
Morgan Stanley September 2009 - April 2011
Bridgewater Associates July 2008 - March 2009
Credit Suisse May 2007 - July 2008
Skills
Market Risk, Financial Risk, Valuation, Portfolio Management, Fixed Income, Investments, Financial Modeling, Analytics, Trading
Education
University of Southern California 2003 — 2008
Dual BS/MS, Math/Econ and Mathematical Finance
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Statistics
mira costa
Jeffrey Hamlin's First New York Securities Experience May 2013 - February 2014
Job Network Engineer
Industry Financial Services
Experience
ShoreGroup February 2014 - Present
First New York Securities May 2013 - February 2014
Warburg Pincus January 2012 - March 2013
TOMIS March 2011 - January 2012
SUNY Upstate Medical University October 2009 - March 2011
SUNY Upstate Medical University June 2005 - September 2009
Skills
Active Directory, Servers, Computer Hardware, Network Administration, VMware, CCNP, Backup Exec, Troubleshooting, Cisco, Windows, Hardware, Administration, Microsoft Office, Switches, Routers, Hospitals, Linux, Citrix, CCNA, CCNA Voice, Cisco Technologies, Visio
Education
State University of New York College of Agriculture and Technology at Morrisville 2006 — 2009
Bachelor of Technology (B.Tech.), Network Administration
ShoreGroup February 2014 - Present
First New York Securities May 2013 - February 2014
Warburg Pincus January 2012 - March 2013
TOMIS March 2011 - January 2012
SUNY Upstate Medical University October 2009 - March 2011
SUNY Upstate Medical University June 2005 - September 2009
Skills
Active Directory, Servers, Computer Hardware, Network Administration, VMware, CCNP, Backup Exec, Troubleshooting, Cisco, Windows, Hardware, Administration, Microsoft Office, Switches, Routers, Hospitals, Linux, Citrix, CCNA, CCNA Voice, Cisco Technologies, Visio
Education
State University of New York College of Agriculture and Technology at Morrisville 2006 — 2009
Bachelor of Technology (B.Tech.), Network Administration
Anastasia Tyushina Anastasia Tyushina's First New York Securities Experience August 2013 - March 2015
Job Compliance VP at FNYS
Industry Investment Management
Experience
First New York Securities August 2013 - March 2015
First New York Securities March 2011 - August 2013
Marcum LLP March 2010 - February 2011
Thornapple Associates Inc. 2005 - 2009
J. H. Cohn LLC 2004 - 2005
Skills
Accounting, Bloomberg, Valuation, Tax, Equities, Hedge Funds, Asset Management, Investments
Education
Rutgers University 1998 — 2003
Bachelor of Arts (B.A.), Economics
First New York Securities August 2013 - March 2015
First New York Securities March 2011 - August 2013
Marcum LLP March 2010 - February 2011
Thornapple Associates Inc. 2005 - 2009
J. H. Cohn LLC 2004 - 2005
Skills
Accounting, Bloomberg, Valuation, Tax, Equities, Hedge Funds, Asset Management, Investments
Education
Rutgers University 1998 — 2003
Bachelor of Arts (B.A.), Economics
Dimitri Paleokrassas Dimitri Paleokrassas's First New York Securities Experience November 2014 - Present
Job Equity Trader at First New York Securities
Industry Investment Management
Experience
First New York Securities November 2014 - Present
UNC Kenan-Flagler 2012 - May 2014
Chris C. Crenshaw Financial Services June 2013 - August 2013
UBS Wealth Management 2006 - 2012
UBS Wealth Management 2005 - 2006
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Hedge Funds, Due Diligence, Alternative Investments, Equities, Asset Managment, Fixed Income, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Investments and Securities
Wesleyan University 2001 — 2005
Bachelor of Arts (B.A.), Economics
First New York Securities November 2014 - Present
UNC Kenan-Flagler 2012 - May 2014
Chris C. Crenshaw Financial Services June 2013 - August 2013
UBS Wealth Management 2006 - 2012
UBS Wealth Management 2005 - 2006
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Hedge Funds, Due Diligence, Alternative Investments, Equities, Asset Managment, Fixed Income, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
Investments and Securities
Wesleyan University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Andrew Crofton Andrew Crofton's First New York Securities Experience June 1998 - November 2010
Job Senior Wealth Manager at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon Wealth Management October 2014 - Present
U.S. Trust May 2013 - June 2014
JP Morgan March 2011 - April 2013
First New York Securities June 1998 - November 2010
Education
University of Pennsylvania 1992 — 1996
BA, Economics
Canterbury
BNY Mellon Wealth Management October 2014 - Present
U.S. Trust May 2013 - June 2014
JP Morgan March 2011 - April 2013
First New York Securities June 1998 - November 2010
Education
University of Pennsylvania 1992 — 1996
BA, Economics
Canterbury
Patrick Primavera Patrick Primavera's First New York Securities Experience January 2001 - January 2005
Job Trader
Industry Investment Management
Experience
Gorilla Capital Fund March 2011 - Present
Deutsche Bank May 2007 - January 2009
Schottenfeld Group, LLC January 2005 - May 2007
First New York Securities January 2001 - January 2005
Spear, Leeds & Kellogg Capital Markets January 1998 - January 2001
Education
Penn State University 1994 — 1998
BS, Finance, Business Law
Gorilla Capital Fund March 2011 - Present
Deutsche Bank May 2007 - January 2009
Schottenfeld Group, LLC January 2005 - May 2007
First New York Securities January 2001 - January 2005
Spear, Leeds & Kellogg Capital Markets January 1998 - January 2001
Education
Penn State University 1994 — 1998
BS, Finance, Business Law
Westcott Rochette Westcott Rochette's First New York Securities Experience 2008 - 2011
Job Equity Research Luxury, Apparel & Footwear at EvercoreISI
Industry Financial Services
Experience
EvercoreISI 2014 - Present
WIR Strategy 2014 - Present
S&P Capital IQ 2012 - 2014
Kacela Capital 2011 - 2012
First New York Securities 2008 - 2011
Bear Stearns 2005 - 2008
Banc of America Securities 2001 - 2005
Dresdner RCM 1994 - 1999
RCM 1994 - 1996
Education
UCLA Anderson School of Management 1999 — 2001
MBA
Swarthmore College 1989 — 1994
BA
Choate Rosemary Hall 1987 — 1989
EvercoreISI 2014 - Present
WIR Strategy 2014 - Present
S&P Capital IQ 2012 - 2014
Kacela Capital 2011 - 2012
First New York Securities 2008 - 2011
Bear Stearns 2005 - 2008
Banc of America Securities 2001 - 2005
Dresdner RCM 1994 - 1999
RCM 1994 - 1996
Education
UCLA Anderson School of Management 1999 — 2001
MBA
Swarthmore College 1989 — 1994
BA
Choate Rosemary Hall 1987 — 1989
Laine Pelka Laine Pelka's First New York Securities Experience November 2011 - December 2011
Job Human Resources Coordinator
Industry Luxury Goods & Jewelry
Experience
LVMH Perfumes & Cosmetics January 2013 - February 2015
Department of Finance Western Australia February 2012 - September 2012
First New York Securities November 2011 - December 2011
New York City Department of Transportation June 2010 - September 2010
Union College September 2008 - June 2009
NYC Public Advocates Office September 2005 - June 2006
Skills
PowerPoint, Excel, Word, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Spanish, Research
Education
Union College 2007 — 2011
BA, Political Science
NYC Lab School 2003 — 2007
LVMH Perfumes & Cosmetics January 2013 - February 2015
Department of Finance Western Australia February 2012 - September 2012
First New York Securities November 2011 - December 2011
New York City Department of Transportation June 2010 - September 2010
Union College September 2008 - June 2009
NYC Public Advocates Office September 2005 - June 2006
Skills
PowerPoint, Excel, Word, Customer Service, Outlook, Microsoft Office, Microsoft Excel, Spanish, Research
Education
Union College 2007 — 2011
BA, Political Science
NYC Lab School 2003 — 2007
Adam Drucker's First New York Securities Experience July 2010 - August 2010
Job Senior Consultant at ARPC
Industry Management Consulting
Experience
Analysis Research Planning Corporation June 2012 - Present
First New York Securities July 2010 - August 2010
George Washington University February 2009 - December 2009
George Mason Institute of Forensics July 2009 - July 2009
Education
The George Washington University 2008 — 2012
Bachelor of Arts
Analysis Research Planning Corporation June 2012 - Present
First New York Securities July 2010 - August 2010
George Washington University February 2009 - December 2009
George Mason Institute of Forensics July 2009 - July 2009
Education
The George Washington University 2008 — 2012
Bachelor of Arts
Dennis Leon Dennis Leon's First New York Securities Experience March 2010 - June 2012
Job Domestic Settlements Senior Administrator at Sumitomo Mitsui Trust Bank
Industry Investment Management
Experience
Sumitomo Mitsui Trust Bank April 2013 - Present
First New York Securities March 2010 - June 2012
Tullett Prebon November 2002 - March 2010
JPMorgan Chase September 2000 - October 2002
Flemings 1999 - 2000
Skills
Volunteer Leadership, Entrepreneur, Spanish, Fixed Income, Investments, Derivatives, Capital Markets, Investment Banking, Risk Management, Bloomberg, Private Equity, Middle Office, Back Office, Account Reconciliation, Bloomberg Terminal, Bonds, Commodity, Corporate Actions, Corporate Finance, Equities, Equity Trading, FINRA, Financial Analysis, Finance, Financial Markets, Portfolio Management, Securities, Options, Series 63, Series 7, Settlement, Swaps, Trading, Trading Systems, Volunteering
Education
University at Buffalo 1995 — 1999
Bachelor, Communications
A Philip Randolph
Sumitomo Mitsui Trust Bank April 2013 - Present
First New York Securities March 2010 - June 2012
Tullett Prebon November 2002 - March 2010
JPMorgan Chase September 2000 - October 2002
Flemings 1999 - 2000
Skills
Volunteer Leadership, Entrepreneur, Spanish, Fixed Income, Investments, Derivatives, Capital Markets, Investment Banking, Risk Management, Bloomberg, Private Equity, Middle Office, Back Office, Account Reconciliation, Bloomberg Terminal, Bonds, Commodity, Corporate Actions, Corporate Finance, Equities, Equity Trading, FINRA, Financial Analysis, Finance, Financial Markets, Portfolio Management, Securities, Options, Series 63, Series 7, Settlement, Swaps, Trading, Trading Systems, Volunteering
Education
University at Buffalo 1995 — 1999
Bachelor, Communications
A Philip Randolph
Pete Amstutz Pete Amstutz's First New York Securities Experience October 2004 - May 2007
Job Mortgage Sales & Trading
Industry Investment Management
Experience
Navy Federal Credit Union September 2015 - Present
Navy Federal Credit Union September 2013 - September 2015
Navy Federal Credit Union December 2012 - September 2013
Navy Federal Credit Union January 2012 - December 2012
First New York Securities, LLC June 2009 - March 2012
UBS Securities, LLC June 2008 - September 2008
First New York Securities October 2004 - May 2007
Skills
Financial Markets, Equities, Fixed Income, Mergers & Acquisitions, Options, Derivatives, FX Options, Investments, Management, Securities, Portfolio Management, Trading, Valuation, Risk Management, Bloomberg, Back Office, Banking, Emerging Markets, Financial Risk, Hedge Funds, Hedging, Investment Strategies, Series 7
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Investments
University of Virginia 2000 — 2004
BA, Environmental Science
Navy Federal Credit Union September 2015 - Present
Navy Federal Credit Union September 2013 - September 2015
Navy Federal Credit Union December 2012 - September 2013
Navy Federal Credit Union January 2012 - December 2012
First New York Securities, LLC June 2009 - March 2012
UBS Securities, LLC June 2008 - September 2008
First New York Securities October 2004 - May 2007
Skills
Financial Markets, Equities, Fixed Income, Mergers & Acquisitions, Options, Derivatives, FX Options, Investments, Management, Securities, Portfolio Management, Trading, Valuation, Risk Management, Bloomberg, Back Office, Banking, Emerging Markets, Financial Risk, Hedge Funds, Hedging, Investment Strategies, Series 7
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Investments
University of Virginia 2000 — 2004
BA, Environmental Science
Alixandra Mark Alixandra Mark's First New York Securities Experience October 2011 - September 2013
Job Customer Strategy & Operations
Industry Internet
Experience
Offerpop 2015 - Present
LearnVest, Inc. October 2013 - December 2014
First New York Securities October 2011 - September 2013
First New York Securities January 2009 - October 2011
Circuit Court for Cecil County 2008 - 2008
International Federation of University Women 2007 - 2007
Skills
Management, Investments, Salesforce.com, Start-ups, Analytics, Product Management, Strategy, Operations Management, Project Management, Entrepreneurship, Trading, Series 7, problem solving, Equities, Equity Trading, Bloomberg, Process Improvement, Sales Operations, Business Operations, Customer Segmentation..., Business Analysis, Organizational..., Social Media, Investment Banking, Proprietary Trading, Prime Brokerage, Product Requirements, Equity Research, Electronic Trading
Education
University of Delaware 2004 — 2008
Bachelor of Arts, Sociology and Criminal Justice, Minor in History
Offerpop 2015 - Present
LearnVest, Inc. October 2013 - December 2014
First New York Securities October 2011 - September 2013
First New York Securities January 2009 - October 2011
Circuit Court for Cecil County 2008 - 2008
International Federation of University Women 2007 - 2007
Skills
Management, Investments, Salesforce.com, Start-ups, Analytics, Product Management, Strategy, Operations Management, Project Management, Entrepreneurship, Trading, Series 7, problem solving, Equities, Equity Trading, Bloomberg, Process Improvement, Sales Operations, Business Operations, Customer Segmentation..., Business Analysis, Organizational..., Social Media, Investment Banking, Proprietary Trading, Prime Brokerage, Product Requirements, Equity Research, Electronic Trading
Education
University of Delaware 2004 — 2008
Bachelor of Arts, Sociology and Criminal Justice, Minor in History
Andy Kirk Andy Kirk's First New York Securities Experience August 2012 - November 2014
Job Senior Analyst at Ibotta, Inc.
Industry Financial Services
Experience
Ibotta, Inc. September 2015 - Present
SquareTwo Financial December 2014 - September 2015
First New York Securities August 2012 - November 2014
First New York Securities August 2010 - July 2012
JPMorgan Chase August 2009 - July 2010
Fifth Third Bank May 2008 - August 2008
TOAST.net Internet Service May 2008 - August 2008
MassMutual Financial Group May 2007 - August 2007
Skills
Excel, MDSL, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Microsoft Office, Accounting, Securities, Process Improvement, Budgets, Trading
Education
University of Dayton 2005 — 2009
Bachelors of Science, Finance
St. Francis de Sales High School 2001 — 2005
Ibotta, Inc. September 2015 - Present
SquareTwo Financial December 2014 - September 2015
First New York Securities August 2012 - November 2014
First New York Securities August 2010 - July 2012
JPMorgan Chase August 2009 - July 2010
Fifth Third Bank May 2008 - August 2008
TOAST.net Internet Service May 2008 - August 2008
MassMutual Financial Group May 2007 - August 2007
Skills
Excel, MDSL, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Microsoft Office, Accounting, Securities, Process Improvement, Budgets, Trading
Education
University of Dayton 2005 — 2009
Bachelors of Science, Finance
St. Francis de Sales High School 2001 — 2005
Nathan Bernstein Nathan Bernstein's First New York Securities Experience September 2003 - Present
Job Partner Porfolio Manager First New York Securities
Industry Investment Management
Experience
First New York Securities September 2003 - Present
Skills
Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Valuation, Private Equity, Financial Modeling, Capital Markets, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2002
Bachelor's degree, Corporate Strategy/Finance/Accounting, 4.0
University of Michigan 2001 — 2002
Masters of Accounting, Banking, Corporate, Finance, and Securities Law, 4.0
First New York Securities September 2003 - Present
Skills
Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Valuation, Private Equity, Financial Modeling, Capital Markets, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2002
Bachelor's degree, Corporate Strategy/Finance/Accounting, 4.0
University of Michigan 2001 — 2002
Masters of Accounting, Banking, Corporate, Finance, and Securities Law, 4.0
Gerard Nizich Gerard Nizich's First New York Securities Experience January 2009 - May 2009
Job Financial Advisor at American Portfolios
Industry Financial Services
Experience
American Portfolios September 2013 - Present
Castle Financial Advisors May 2010 - September 2013
TJM Brokerage July 2009 - November 2009
First New York Securities January 2009 - May 2009
UBS November 2004 - October 2008
Schwab Capital Markets August 2003 - November 2004
Puglisi & Co July 2002 - April 2003
Gruntal & Co August 1996 - October 2001
Josephthal , Lyons January 1993 - July 1996
Whale Securities January 1990 - January 1992
Skills
Equities
Education
State University of New York College at Oneonta 1979 — 1983
ba, business/accounting
Division Avenue H.S.
American Portfolios September 2013 - Present
Castle Financial Advisors May 2010 - September 2013
TJM Brokerage July 2009 - November 2009
First New York Securities January 2009 - May 2009
UBS November 2004 - October 2008
Schwab Capital Markets August 2003 - November 2004
Puglisi & Co July 2002 - April 2003
Gruntal & Co August 1996 - October 2001
Josephthal , Lyons January 1993 - July 1996
Whale Securities January 1990 - January 1992
Skills
Equities
Education
State University of New York College at Oneonta 1979 — 1983
ba, business/accounting
Division Avenue H.S.
Alex Baghdjian's First New York Securities Experience May 2011 - August 2011
Job Senior Consultant at IBM
Industry Financial Services
Experience
IBM January 2015 - Present
IBM July 2013 - December 2014
IBM May 2012 - August 2012
Merrill Lynch September 2011 - April 2012
First New York Securities May 2011 - August 2011
Qatar Shell June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, French, Visio, SAP, Arabic, Photoshop, Java, Bloomberg Terminal, Microsoft Word, English, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Finance, Project Management
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.77
American School of Doha 2007 — 2009
High School Diploma
American School of Dubai 2005 — 2007
High School Diploma
IBM January 2015 - Present
IBM July 2013 - December 2014
IBM May 2012 - August 2012
Merrill Lynch September 2011 - April 2012
First New York Securities May 2011 - August 2011
Qatar Shell June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, French, Visio, SAP, Arabic, Photoshop, Java, Bloomberg Terminal, Microsoft Word, English, Bloomberg, Financial Modeling, Financial Analysis, Capital Markets, Finance, Project Management
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing, 3.77
American School of Doha 2007 — 2009
High School Diploma
American School of Dubai 2005 — 2007
High School Diploma
Scott Berson Scott Berson's First New York Securities Experience April 2015 - Present
Job Prop Trading
Industry Financial Services
Experience
First New York Securities April 2015 - Present
Avatar Securities, LLC April 2014 - April 2015
Education
Syracuse University - Martin J. Whitman School of Management
First New York Securities April 2015 - Present
Avatar Securities, LLC April 2014 - April 2015
Education
Syracuse University - Martin J. Whitman School of Management
Ronnie Black Ronnie Black's First New York Securities Experience 2001 - 2005
Job Senior Vice President of Environmental Markets
Industry Renewables & Environment
Experience
Marex Spectron 2011 - Present
Flett Exchange, LLC 2008 - 2011
Flett Futures, Inc. 2005 - 2008
First New York Securities 2001 - 2005
Credit Suisse 1998 - 2000
Skills
Derivatives, Equities, Trading, Energy, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Modeling, Investments, Corporate Finance, Clean Energy..., Renewable Energy, Carbon Markets, Carbon Management, Solar Energy, Photovoltaics, Wind, Biomass, Landfill Gas, Hydropower, Energy Efficiency, Energy Policy, Market Analysis
Education
University of Pennsylvania 1994 — 1997
Bachelor of Arts (B.A.) School of Arts & Sciences
The Taft School 1991 — 1993
Marex Spectron 2011 - Present
Flett Exchange, LLC 2008 - 2011
Flett Futures, Inc. 2005 - 2008
First New York Securities 2001 - 2005
Credit Suisse 1998 - 2000
Skills
Derivatives, Equities, Trading, Energy, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Modeling, Investments, Corporate Finance, Clean Energy..., Renewable Energy, Carbon Markets, Carbon Management, Solar Energy, Photovoltaics, Wind, Biomass, Landfill Gas, Hydropower, Energy Efficiency, Energy Policy, Market Analysis
Education
University of Pennsylvania 1994 — 1997
Bachelor of Arts (B.A.) School of Arts & Sciences
The Taft School 1991 — 1993
Mark Stugart Mark Stugart's First New York Securities Experience January 2005 - June 2005
Job Principal Product Manager at Calypso Technology
Industry Computer Software
Experience
Calypso Technology February 2014 - Present
Calypso Technology December 2011 - Present
Calypso Technology June 2006 - November 2011
First New York Securities January 2005 - June 2005
Sprague Energy May 2004 - December 2004
Clear River Inn June 2000 - May 2004
PSEG August 1999 - June 2000
American Electric Power January 1998 - April 1999
Vitol Gas and Electric June 1996 - December 1997
Skills
Derivatives, Commodity, Trading, Interest Rate..., Risk Management, Calypso, Software Project..., Collateral Management, Trading Systems, Options, Business Analysis, Financial Markets, Product Management
Education
Rice University 1991 — 1996
BS, Chemical Engineering
Greenwich High School 1989 — 1991
High School Degree
Calypso Technology February 2014 - Present
Calypso Technology December 2011 - Present
Calypso Technology June 2006 - November 2011
First New York Securities January 2005 - June 2005
Sprague Energy May 2004 - December 2004
Clear River Inn June 2000 - May 2004
PSEG August 1999 - June 2000
American Electric Power January 1998 - April 1999
Vitol Gas and Electric June 1996 - December 1997
Skills
Derivatives, Commodity, Trading, Interest Rate..., Risk Management, Calypso, Software Project..., Collateral Management, Trading Systems, Options, Business Analysis, Financial Markets, Product Management
Education
Rice University 1991 — 1996
BS, Chemical Engineering
Greenwich High School 1989 — 1991
High School Degree
Marisol DiLeo Marisol DiLeo's First New York Securities Experience April 2009 - January 2013
Job Investor Relations Assistant Monarch Alternative Capital
Industry Financial Services
Experience
Monarch Alternative Capital LP May 2013 - Present
First New York Securities April 2009 - January 2013
Pali Capital June 2008 - April 2009
Jefferies & Company June 2004 - June 2008
Skills
Series 63, Back Office, FINRA, Derivatives, Capital Markets, Market Data, Trading Strategies, Options, Fixed Income, Trading Systems, Bloomberg, Financial Markets, Public Speaking, Hedge Funds, Portfolio Management, Series 7, Microsoft Office, Equity Derivatives, Equities, Venture Capital, Asset Managment, Visio, Bloomberg Terminal, Vendor Management, Alternative Investments, Financial Risk, Middle Office, Financial Services, Swaps, Bonds, Settlement, ETFs, FX Options, Proprietary Trading, Asset Management, Electronic Trading, Structured Products, Emerging Markets, Prime Brokerage, Series 24, Asset Allocation, Hedging, Equity Research
Education
Syracuse University 1996 — 1999
BS, Speech Communications, Political Science
Academy of Mount Saint Ursula 1992 — 1996
Monarch Alternative Capital LP May 2013 - Present
First New York Securities April 2009 - January 2013
Pali Capital June 2008 - April 2009
Jefferies & Company June 2004 - June 2008
Skills
Series 63, Back Office, FINRA, Derivatives, Capital Markets, Market Data, Trading Strategies, Options, Fixed Income, Trading Systems, Bloomberg, Financial Markets, Public Speaking, Hedge Funds, Portfolio Management, Series 7, Microsoft Office, Equity Derivatives, Equities, Venture Capital, Asset Managment, Visio, Bloomberg Terminal, Vendor Management, Alternative Investments, Financial Risk, Middle Office, Financial Services, Swaps, Bonds, Settlement, ETFs, FX Options, Proprietary Trading, Asset Management, Electronic Trading, Structured Products, Emerging Markets, Prime Brokerage, Series 24, Asset Allocation, Hedging, Equity Research
Education
Syracuse University 1996 — 1999
BS, Speech Communications, Political Science
Academy of Mount Saint Ursula 1992 — 1996
Steven Keefe's First New York Securities Experience October 2010 - February 2011
Job Client Technology Specialist at IBM
Industry Information Technology and Services
Experience
IBM April 2015 - Present
NYC Health and Hospitals Corporation March 2011 - April 2015
First New York Securities October 2010 - February 2011
JetBlue Airways August 2008 - August 2010
Merrill Lynch & Co. 1999 - 2008
Compaq Computer Corporation September 1999 - September 2000
Skills
Disaster Recovery, Data Center, Enterprise Architecture, Storage, Virtualization, VMware, Citrix, Hyper-V, Firewalls, ITIL, Computer Security, Windows Server, Cisco Technologies, Bluecoat, Netscaler, F5 BigIP, IT Strategy, SDLC, Vendor Management, Integration, IT Management, Servers, VMware ESX, Server Architecture, Solution Architecture, IT Operations, Network Architecture, Active Directory, SAN, Cloud Computing, Information Technology, Infrastructure, Microsoft Exchange, High Availability, System Deployment, Security, Cluster, Storage Area Networks, VMware Infrastructure, DNS, Network Security, Business Continuity, IT Service Management, Microsoft Technologies, vSphere, VPN, NAS, NetApp, Citrix Metaframe, HP
Education
Stony Brook University 1993 — 1995
B.A., Economics
IBM April 2015 - Present
NYC Health and Hospitals Corporation March 2011 - April 2015
First New York Securities October 2010 - February 2011
JetBlue Airways August 2008 - August 2010
Merrill Lynch & Co. 1999 - 2008
Compaq Computer Corporation September 1999 - September 2000
Skills
Disaster Recovery, Data Center, Enterprise Architecture, Storage, Virtualization, VMware, Citrix, Hyper-V, Firewalls, ITIL, Computer Security, Windows Server, Cisco Technologies, Bluecoat, Netscaler, F5 BigIP, IT Strategy, SDLC, Vendor Management, Integration, IT Management, Servers, VMware ESX, Server Architecture, Solution Architecture, IT Operations, Network Architecture, Active Directory, SAN, Cloud Computing, Information Technology, Infrastructure, Microsoft Exchange, High Availability, System Deployment, Security, Cluster, Storage Area Networks, VMware Infrastructure, DNS, Network Security, Business Continuity, IT Service Management, Microsoft Technologies, vSphere, VPN, NAS, NetApp, Citrix Metaframe, HP
Education
Stony Brook University 1993 — 1995
B.A., Economics
Greg Yavner's First New York Securities Experience June 1999 - July 2002
Job Corporate and Strategic Business Development, Competitive/Marketing Intelligence & Investment Research at Porchlight
Industry Management Consulting
Experience
Porchlight Consulting LLC 2002 - Present
Merrill Lynch Global Wealth Management June 2012 - October 2013
Texas-Israel Chamber of Commerce September 2008 - November 2011
First New York Securities June 1999 - July 2002
Slater Asset Management March 1998 - May 1999
American High Growth Equities April 1994 - January 1998
Skills
Growth Executive, Strategic Business..., Research/Due Diligence, Investment Analysis, Industry Relations, Management Consultant, Strategy, Mergers & Acquisitions, Due Diligence, Management, Management Consulting, Executive Management, Strategic Planning, Business Strategy, Start-ups, Entrepreneurship, Leadership, Investments
Education
Columbia University Graduate School of Business 2011 — 2011
Executive Education Program
European University 1991 — 1992
MBA
Tulane University 1986 — 1990
BA
Livingston High School
Porchlight Consulting LLC 2002 - Present
Merrill Lynch Global Wealth Management June 2012 - October 2013
Texas-Israel Chamber of Commerce September 2008 - November 2011
First New York Securities June 1999 - July 2002
Slater Asset Management March 1998 - May 1999
American High Growth Equities April 1994 - January 1998
Skills
Growth Executive, Strategic Business..., Research/Due Diligence, Investment Analysis, Industry Relations, Management Consultant, Strategy, Mergers & Acquisitions, Due Diligence, Management, Management Consulting, Executive Management, Strategic Planning, Business Strategy, Start-ups, Entrepreneurship, Leadership, Investments
Education
Columbia University Graduate School of Business 2011 — 2011
Executive Education Program
European University 1991 — 1992
MBA
Tulane University 1986 — 1990
BA
Livingston High School
Michael Garuti's First New York Securities Experience 2012 - Present
Job Sr. Software Developer at First New York Securities
Industry Financial Services
Experience
First New York Securities 2012 - Present
Phoenix Partners Group November 2009 - January 2012
Pequot Capital Management, Inc. April 2000 - August 2009
Wright Investors Service 1997 - 2000
Education
Roger Williams University 1987 — 1991
First New York Securities 2012 - Present
Phoenix Partners Group November 2009 - January 2012
Pequot Capital Management, Inc. April 2000 - August 2009
Wright Investors Service 1997 - 2000
Education
Roger Williams University 1987 — 1991
Al Copersino's First New York Securities Experience April 2009 - April 2010
Job Senior Equity Research Analyst at Columbia Management Group
Industry Investment Management
Experience
Columbia Management Group August 2012 - Present
Keefe, Bruyette & Woods April 2010 - October 2012
First New York Securities April 2009 - April 2010
Bernard L. Madoff Investment Securities 2006 - 2008
Columbia Management Group 2001 - 2006
Citigroup Asset Management 1998 - 2001
Monitor Group 1996 - 1998
Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1992 — 1996
MBA, Finance
University of Pennsylvania Law School 1992 — 1996
JD
University of Virginia 1985 — 1989
BA, Chemistry
Staples High School 1982 — 1985
Diploma
Columbia Management Group August 2012 - Present
Keefe, Bruyette & Woods April 2010 - October 2012
First New York Securities April 2009 - April 2010
Bernard L. Madoff Investment Securities 2006 - 2008
Columbia Management Group 2001 - 2006
Citigroup Asset Management 1998 - 2001
Monitor Group 1996 - 1998
Skills
Hedge Funds, Investment Banking, Financial Services, Valuation, Equity Research, Portfolio Management, Analysis, Alternative Investments, Risk Management, Options, Financial Modeling, Investments, Securities, Private Equity, Equities, Equity Valuation, Bloomberg, Capital Markets, Mutual Funds, Insurance, Leadership, Series 7, Investment Management, Trading Systems, Trading, Emerging Markets, Asset Management, Fixed Income, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1992 — 1996
MBA, Finance
University of Pennsylvania Law School 1992 — 1996
JD
University of Virginia 1985 — 1989
BA, Chemistry
Staples High School 1982 — 1985
Diploma
Adam Booth's First New York Securities Experience November 2010 - June 2011
Job Financial Analyst at Pareto Captive Services, LLC
Industry Financial Services
Experience
Pareto Captive Services, LLC December 2013 - Present
Wells Capital Management January 2013 - September 2013
Keystone Merchant Solutions LLC October 2010 - December 2012
First New York Securities November 2010 - June 2011
Asolare Capital March 2010 - September 2010
Boenning & Scattergood, Inc. August 2008 - February 2010
Susquehanna International Group July 2000 - April 2008
Skills
Equities
Education
Swarthmore College 1996 — 2000
B.A., Economics
Pareto Captive Services, LLC December 2013 - Present
Wells Capital Management January 2013 - September 2013
Keystone Merchant Solutions LLC October 2010 - December 2012
First New York Securities November 2010 - June 2011
Asolare Capital March 2010 - September 2010
Boenning & Scattergood, Inc. August 2008 - February 2010
Susquehanna International Group July 2000 - April 2008
Skills
Equities
Education
Swarthmore College 1996 — 2000
B.A., Economics
Jim Gorman's First New York Securities Experience December 2014 - May 2015
Job Portfolio Manager at First New York Securities
Industry Investment Management
Experience
First New York Securities December 2014 - May 2015
Merus Capital Partners, LLC January 2012 - December 2014
Centurion Capital Group, LP February 2011 - December 2011
Plural Investments LLC March 2010 - December 2010
TIG Advisors, LLC July 2005 - February 2010
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Investment Management, Proprietary Trading, Investments, Series 7, Equity Research, Valuation, Investor Relations, Capital Markets, Private Equity
Education
Princeton University 1994 — 1998
BA, History
La Salle College High School
First New York Securities December 2014 - May 2015
Merus Capital Partners, LLC January 2012 - December 2014
Centurion Capital Group, LP February 2011 - December 2011
Plural Investments LLC March 2010 - December 2010
TIG Advisors, LLC July 2005 - February 2010
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Investment Management, Proprietary Trading, Investments, Series 7, Equity Research, Valuation, Investor Relations, Capital Markets, Private Equity
Education
Princeton University 1994 — 1998
BA, History
La Salle College High School
Robert Biard's First New York Securities Experience March 2002 - September 2004
Job Director RGM Advisors, LLC
Industry Investment Management
Experience
787 Racing 2011 - Present
RGM Advisors, LLC August 2010 - Present
Penson Financial Services April 2006 - August 2010
Penson Financial April 2006 - August 2010
Bank of America February 2005 - February 2006
First New York Securities March 2002 - September 2004
Skills
Trading Systems, Risk Management, Strategic Planning, Budgeting, Trading Strategies, Trading, Electronic Trading, Equity Trading, FX trading, Change Management, Program Management, Project Management, MS Project, Management, JIRA, Atlassian JIRA, Series 7, Series 24, Series 63, Budgets, Process Improvement, Bloomberg, Currency, Series 55, FX Options, Investments, Technical Analysis, FX Trading
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Arts
787 Racing 2011 - Present
RGM Advisors, LLC August 2010 - Present
Penson Financial Services April 2006 - August 2010
Penson Financial April 2006 - August 2010
Bank of America February 2005 - February 2006
First New York Securities March 2002 - September 2004
Skills
Trading Systems, Risk Management, Strategic Planning, Budgeting, Trading Strategies, Trading, Electronic Trading, Equity Trading, FX trading, Change Management, Program Management, Project Management, MS Project, Management, JIRA, Atlassian JIRA, Series 7, Series 24, Series 63, Budgets, Process Improvement, Bloomberg, Currency, Series 55, FX Options, Investments, Technical Analysis, FX Trading
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Arts
Albert Chiang's First New York Securities Experience January 2014 - March 2015
Job Analyst at Altimeter Capital
Industry Capital Markets
Experience
Altimeter Capital May 2015 - Present
First New York Securities January 2014 - March 2015
Goldman Sachs August 2012 - October 2012
Goldman, Sachs & Co. August 2010 - July 2012
Jefferies & Company June 2009 - August 2009
HighPoint Capital July 2008 - September 2008
DVD Solutions August 2003 - August 2005
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Equity Research, Investments, Leveraged Finance, Valuation, Investment Banking, Structured Finance, LBO, Finance, DCF, On-camera Talent, Negotiation, Derivatives
Education
University of California, Los Angeles 2006 — 2010
Altimeter Capital May 2015 - Present
First New York Securities January 2014 - March 2015
Goldman Sachs August 2012 - October 2012
Goldman, Sachs & Co. August 2010 - July 2012
Jefferies & Company June 2009 - August 2009
HighPoint Capital July 2008 - September 2008
DVD Solutions August 2003 - August 2005
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Equity Research, Investments, Leveraged Finance, Valuation, Investment Banking, Structured Finance, LBO, Finance, DCF, On-camera Talent, Negotiation, Derivatives
Education
University of California, Los Angeles 2006 — 2010
Alex Koblenz's First New York Securities Experience June 2006 - June 2010
Job Founder, CEO at Pradux
Industry Online Media
Experience
Pradux November 2010 - Present
First New York Securities June 2006 - June 2010
National Football League June 2005 - August 2005
Education
The George Washington University - School of Business 2002 — 2006
Bachelor of Business Administration (BBA)
Pradux November 2010 - Present
First New York Securities June 2006 - June 2010
National Football League June 2005 - August 2005
Education
The George Washington University - School of Business 2002 — 2006
Bachelor of Business Administration (BBA)
David Marquart's First New York Securities Experience January 2011 - December 2013
Job Founder & CEO at Marquart Capital
Industry Investment Management
Experience
Marquart Capital Management, LP December 2014 - Present
Quad Capital January 2014 - October 2014
First New York Securities January 2011 - December 2013
Capstone Investment Advisors November 2008 - August 2010
IV Capital January 2008 - October 2008
Skills
Equity Derivatives, Volatility Arbitrage, High Frequency Trading, Volatility, Proprietary Trading, Options, Hedge Funds, Equities, Portfolio Management, Prime Brokerage, Equity Trading, Electronic Trading, Derivatives, Market Making, ETFs, Arbitrage, Trading Strategies, Trading, Hedging, Trading Systems, Options Strategies, Statistical Arbitrage, Structured Products, Ninja Skills
Education
University of Maryland College Park 2003 — 2007
Marquart Capital Management, LP December 2014 - Present
Quad Capital January 2014 - October 2014
First New York Securities January 2011 - December 2013
Capstone Investment Advisors November 2008 - August 2010
IV Capital January 2008 - October 2008
Skills
Equity Derivatives, Volatility Arbitrage, High Frequency Trading, Volatility, Proprietary Trading, Options, Hedge Funds, Equities, Portfolio Management, Prime Brokerage, Equity Trading, Electronic Trading, Derivatives, Market Making, ETFs, Arbitrage, Trading Strategies, Trading, Hedging, Trading Systems, Options Strategies, Statistical Arbitrage, Structured Products, Ninja Skills
Education
University of Maryland College Park 2003 — 2007
Ralph Edwards's First New York Securities Experience 2003 - 2004
Job Derivatives Strategist | Option Business Development Expert
Industry Investment Management
Experience
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Brian Athan's First New York Securities Experience August 2014 - Present
Job Automated Strategist at First New York Securities
Industry Financial Services
Experience
First New York Securities August 2014 - Present
Kershner Trading Group February 2012 - July 2012
G-2 Trading January 2011 - February 2012
Mission Global Advisers January 2006 - July 2009
Schonfeld 2004 - 2006
Skills
Equities, Hedge Funds, Options, Trading, FX Options, Series 7, Trading Systems, Equity Trading, Electronic Trading, Series 63, Securities, Bloomberg, Derivatives, Fixed Income, Investments, Proprietary Trading, Portfolio Management, Trading Strategies, Technical Analysis, Equity Derivatives
Education
State University of New York at Stony Brook 1991 — 1995
Bachelor of Arts (BA), Psychology
State University of New York at Stony Brook 1991 — 1995
Business Administration, Management and Operations
First New York Securities August 2014 - Present
Kershner Trading Group February 2012 - July 2012
G-2 Trading January 2011 - February 2012
Mission Global Advisers January 2006 - July 2009
Schonfeld 2004 - 2006
Skills
Equities, Hedge Funds, Options, Trading, FX Options, Series 7, Trading Systems, Equity Trading, Electronic Trading, Series 63, Securities, Bloomberg, Derivatives, Fixed Income, Investments, Proprietary Trading, Portfolio Management, Trading Strategies, Technical Analysis, Equity Derivatives
Education
State University of New York at Stony Brook 1991 — 1995
Bachelor of Arts (BA), Psychology
State University of New York at Stony Brook 1991 — 1995
Business Administration, Management and Operations
Pranav Bhatt's First New York Securities Experience April 2010 - June 2011
Job Vice President, Software Developer Options Market Making at Citi
Industry Industrial Automation
Experience
Bank of America Merrill Lynch June 2014 - Present
Citi January 2014 - June 2014
Citi June 2011 - December 2013
First New York Securities April 2010 - June 2011
Siemens Corporate Research May 2000 - April 2010
Skills
Electronic Trading, Market Data, Distributed Systems, Low Latency, WCF, C#, C++, High Frequency Trading, .NET, Software Development, Trading Systems, Trading System, Agile Methodologies, Multithreading
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor's degree, Computer Engineering
Bank of America Merrill Lynch June 2014 - Present
Citi January 2014 - June 2014
Citi June 2011 - December 2013
First New York Securities April 2010 - June 2011
Siemens Corporate Research May 2000 - April 2010
Skills
Electronic Trading, Market Data, Distributed Systems, Low Latency, WCF, C#, C++, High Frequency Trading, .NET, Software Development, Trading Systems, Trading System, Agile Methodologies, Multithreading
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor's degree, Computer Engineering
Judy Krandel, CFA's First New York Securities Experience 2001 - 2009
Job Portfolio Manager at Juniper Investment Fund
Industry Financial Services
Experience
Juniper Investment Fund May 2011 - Present
Alpine Woods 2010 - May 2011
First New York Securities 2001 - 2009
Kern Capital Management 1997 - 2001
Delaware Management 1995 - 1997
Fred Alger Management 1991 - 1995
JP Morgan Chase 1987 - 1989
Skills
ABS, Alternative Investments, Equity Research, Hedge Funds, Capital IQ, Project Finance, Equities, Manager Selection, Portfolio Management, Sell Side, Investments, Financial Modeling, Valuation, Mutual Funds, Securities, Private Equity, Proprietary Trading, Derivatives, Capital Markets, Investment Management, Buy-side, Equity Valuation, Series 7, Series 63, Fixed Income, Trading, Bloomberg, Special Situations, Investor Relations, Equity Trading, Investment Strategies, Options, Fund Of Funds, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
B.S., Finance
Juniper Investment Fund May 2011 - Present
Alpine Woods 2010 - May 2011
First New York Securities 2001 - 2009
Kern Capital Management 1997 - 2001
Delaware Management 1995 - 1997
Fred Alger Management 1991 - 1995
JP Morgan Chase 1987 - 1989
Skills
ABS, Alternative Investments, Equity Research, Hedge Funds, Capital IQ, Project Finance, Equities, Manager Selection, Portfolio Management, Sell Side, Investments, Financial Modeling, Valuation, Mutual Funds, Securities, Private Equity, Proprietary Trading, Derivatives, Capital Markets, Investment Management, Buy-side, Equity Valuation, Series 7, Series 63, Fixed Income, Trading, Bloomberg, Special Situations, Investor Relations, Equity Trading, Investment Strategies, Options, Fund Of Funds, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
B.S., Finance
David J. Namdar, CFA's First New York Securities Experience January 2010 - December 2010
Job Investment Professional
Industry Investment Management
Experience
Abundance Capital 2015 - Present
Marto Capital 2015 - Present
AcordIQ 2015 - Present
SolidX Partners Inc. 2014 - Present
MedPilot Inc. 2014 - Present
Millennium Partners 2011 - 2014
First New York Securities January 2010 - December 2010
UBS 2007 - 2009
Goldman Sachs 2006 - 2006
Skills
Trading, Hedge Funds, Equities, Asset Management, Equity Trading, Emerging Markets, Financial Modeling, Valuation, Alternative Investments, Financial Markets, Swaps, Bloomberg, Bitcoin, Cryptocurrency, Investment Banking, Institutional..., Equity Derivatives, Digital Finance, Finance, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equity Research, Investments, Equity Swaps, Financial Analysis, Options, Securities, Corporate Finance, Strategy
Education
University of Southern California 2003 — 2007
University of Southern California - Marshall School of Business 2003 — 2007
Finance / International Business
The Chinese University of Hong Kong 2006 — 2006
Abundance Capital 2015 - Present
Marto Capital 2015 - Present
AcordIQ 2015 - Present
SolidX Partners Inc. 2014 - Present
MedPilot Inc. 2014 - Present
Millennium Partners 2011 - 2014
First New York Securities January 2010 - December 2010
UBS 2007 - 2009
Goldman Sachs 2006 - 2006
Skills
Trading, Hedge Funds, Equities, Asset Management, Equity Trading, Emerging Markets, Financial Modeling, Valuation, Alternative Investments, Financial Markets, Swaps, Bloomberg, Bitcoin, Cryptocurrency, Investment Banking, Institutional..., Equity Derivatives, Digital Finance, Finance, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Equity Research, Investments, Equity Swaps, Financial Analysis, Options, Securities, Corporate Finance, Strategy
Education
University of Southern California 2003 — 2007
University of Southern California - Marshall School of Business 2003 — 2007
Finance / International Business
The Chinese University of Hong Kong 2006 — 2006
Debbie Drucker's First New York Securities Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
First New York Securities 2009 - Present
Semper Capital Management 2008 - 2009
Canadian Imperial Bank of Commerce (CIBC) August 1999 - March 2007
CIBC World Markets August 1999 - March 2007
HCP Brenner Securities LLC 1990 - 1993
Oppenheimer & Co. 1987 - 1990
Skills
Fixed Income, Hedge Funds, Asset Management, Securities, FX Options, Capital Markets, Asset Managment, Accounting, Equities, Series 7, Bonds, Alternative Investments, Bloomberg, Financial Services, Trading Systems, Trading, Middle Office, Derivatives, Prime Brokerage, Options, Investments, Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Rochester
Bachelor of Arts (B.A.), Psychology
First New York Securities 2009 - Present
Semper Capital Management 2008 - 2009
Canadian Imperial Bank of Commerce (CIBC) August 1999 - March 2007
CIBC World Markets August 1999 - March 2007
HCP Brenner Securities LLC 1990 - 1993
Oppenheimer & Co. 1987 - 1990
Skills
Fixed Income, Hedge Funds, Asset Management, Securities, FX Options, Capital Markets, Asset Managment, Accounting, Equities, Series 7, Bonds, Alternative Investments, Bloomberg, Financial Services, Trading Systems, Trading, Middle Office, Derivatives, Prime Brokerage, Options, Investments, Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Rochester
Bachelor of Arts (B.A.), Psychology
Michael Robertiello's First New York Securities Experience April 2011 - Present
Job Director of Operations First New York Capital Management
Industry Financial Services
Experience
First New York Securities April 2011 - Present
JP Morgan August 2010 - April 2011
Seneca Capital May 2005 - February 2009
Advent Capital Management June 1998 - May 2005
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investments, Trading, Capital Markets, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
First New York Securities April 2011 - Present
JP Morgan August 2010 - April 2011
Seneca Capital May 2005 - February 2009
Advent Capital Management June 1998 - May 2005
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investments, Trading, Capital Markets, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
Brian Feldman's First New York Securities Experience February 2000 - August 2004
Job Trader 12 West Capital Management
Industry Investment Management
Experience
12 West Capital Management September 2011 - Present
Force Capital Management May 2007 - September 2011
Aileron Capital Management October 2005 - January 2007
Laurus Capital Management September 2004 - October 2005
First New York Securities February 2000 - August 2004
JP Morgan Chase September 1998 - January 2000
Skills
Hedge Funds, Equities, Bloomberg
Education
Skidmore College 1994 — 1998
BS, Business
The Peddie School 1990 — 1994
12 West Capital Management September 2011 - Present
Force Capital Management May 2007 - September 2011
Aileron Capital Management October 2005 - January 2007
Laurus Capital Management September 2004 - October 2005
First New York Securities February 2000 - August 2004
JP Morgan Chase September 1998 - January 2000
Skills
Hedge Funds, Equities, Bloomberg
Education
Skidmore College 1994 — 1998
BS, Business
The Peddie School 1990 — 1994
Brad Fielding's First New York Securities Experience September 2013 - Present
Job Portfolio Manager at First New York Capital Management
Industry Financial Services
Experience
First New York Securities September 2013 - Present
Opus Trading Fund February 2008 - June 2011
Skills
Bloomberg, ETFs, Equities, Equity Trading
Education
Penn State University
BA Psy, Psy
First New York Securities September 2013 - Present
Opus Trading Fund February 2008 - June 2011
Skills
Bloomberg, ETFs, Equities, Equity Trading
Education
Penn State University
BA Psy, Psy
David McAllister's First New York Securities Experience January 2011 - June 2013
Job PM at Millennium Partners
Industry Financial Services
Experience
First New York Securities January 2011 - June 2013
Cohen & Company April 2009 - August 2010
Barclays Capital 2006 - 2008
UBS Investment Bank 2004 - 2006
Banc of America Securities 1997 - 2003
Andersen Consulting 1990 - 1995
Skills
Capital Markets, Credit, Relative Value, CDS, Securities, Bonds, Fixed Income, Special Situations, High Yield, Hedge Funds, Portfolio Management, Credit Derivatives, Trading, Equities, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Policy Studies
The Ohio State University 1987 — 1990
BSBA, Business Management
United States Air Force Academy 1985 — 1987
Aero/Astro Engineering
First New York Securities January 2011 - June 2013
Cohen & Company April 2009 - August 2010
Barclays Capital 2006 - 2008
UBS Investment Bank 2004 - 2006
Banc of America Securities 1997 - 2003
Andersen Consulting 1990 - 1995
Skills
Capital Markets, Credit, Relative Value, CDS, Securities, Bonds, Fixed Income, Special Situations, High Yield, Hedge Funds, Portfolio Management, Credit Derivatives, Trading, Equities, Investments
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Policy Studies
The Ohio State University 1987 — 1990
BSBA, Business Management
United States Air Force Academy 1985 — 1987
Aero/Astro Engineering
Lawrence Jacobs's First New York Securities Experience April 1998 - December 2010
Job Partner
Industry Financial Services
Experience
Rover Capital Partners January 2013 - Present
First New York Securities April 1998 - December 2010
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Finance, Accounting
Rover Capital Partners January 2013 - Present
First New York Securities April 1998 - December 2010
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS in Economics, Finance, Accounting
Susan Cohen's First New York Securities Experience January 1998 - November 2001
Job Health and Sports Nutrition Coach at Wellplayed4life
Industry Financial Services
Experience
Wellplayed4life January 2014 - Present
Atlantic Equities July 2011 - December 2012
BTIG June 2009 - May 2011
SAC Capital November 2001 - April 2003
First New York Securities January 1998 - November 2001
Morgan Stanley May 1991 - February 1998
Skills
Nutrition, Sports Nutrition, Healthy Eating, Healthy Lifestyle, Nutritional Counseling, Healthy Communities, Nutrition Education, Vegetarian Cooking, Recipes, Organic Products, Public Speaking, Customer Satisfaction, Equity Sales, Hedge Funds, Customer Service, Equities, Trading, Equity Trading, Equity Research, Series 7, Series 63, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and marketing
Wellplayed4life January 2014 - Present
Atlantic Equities July 2011 - December 2012
BTIG June 2009 - May 2011
SAC Capital November 2001 - April 2003
First New York Securities January 1998 - November 2001
Morgan Stanley May 1991 - February 1998
Skills
Nutrition, Sports Nutrition, Healthy Eating, Healthy Lifestyle, Nutritional Counseling, Healthy Communities, Nutrition Education, Vegetarian Cooking, Recipes, Organic Products, Public Speaking, Customer Satisfaction, Equity Sales, Hedge Funds, Customer Service, Equities, Trading, Equity Trading, Equity Research, Series 7, Series 63, Electronic Trading
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
Finance and marketing
Stevie Haller's First New York Securities Experience 2008 - 2009
Job PM at Marathon Trading Group
Industry Financial Services
Experience
Marathon Trading LLC October 2014 - Present
Nomura Securities July 2012 - August 2014
Abundance Partners April 2011 - June 2012
First New York Securities 2008 - 2009
Bear Stearns 2006 - 2008
SIG 1999 - 2006
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS in Econ
Marathon Trading LLC October 2014 - Present
Nomura Securities July 2012 - August 2014
Abundance Partners April 2011 - June 2012
First New York Securities 2008 - 2009
Bear Stearns 2006 - 2008
SIG 1999 - 2006
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS in Econ
Kaushik Susheel's First New York Securities Experience April 2011 - Present
Job Sr. Systems Engineer at First New York Securities
Industry Computer Software
Experience
First New York Securities April 2011 - Present
Maestro Technologies January 2010 - May 2011
Capgemini Consulting 2004 - 2005
Skills
SDLC, Trading Systems, .NET, IT Strategy, Software Project..., Requirements Analysis, Business Analysis, WCF, Agile Methodologies, Solution Architecture, Software Development
Education
K.B.P. College of Engineering 1995 — 1999
B.E., Electronics
Shivaji University 1995 — 1999
B.E., Electronics
First New York Securities April 2011 - Present
Maestro Technologies January 2010 - May 2011
Capgemini Consulting 2004 - 2005
Skills
SDLC, Trading Systems, .NET, IT Strategy, Software Project..., Requirements Analysis, Business Analysis, WCF, Agile Methodologies, Solution Architecture, Software Development
Education
K.B.P. College of Engineering 1995 — 1999
B.E., Electronics
Shivaji University 1995 — 1999
B.E., Electronics
Edward Comeau, CFA's First New York Securities Experience April 2005 - Present
Job First New York Securities
Industry Financial Services
Experience
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
Tom Camvycis's First New York Securities Experience December 2009 - December 2010
Job Wine Sales Consultant at WareHouse Wines & Spirits
Industry Financial Services
Experience
WareHouse Wines & Spirits April 2013 - Present
Self Employed January 2011 - Present
First New York Securities December 2009 - December 2010
JW Asset Management, LLC March 2009 - December 2009
BLMIS January 1995 - December 2008
BLMIS October 1990 - December 1994
Skills
Technical Analysis, Risk Management, Retail, Restaurants, Equities, Hedge Funds, Portfolio Management, Finance, Bloomberg, Trading, Options, Series 7, Alternative Investments, Derivatives, Capital Markets, Equity Research, Asset Managment, Financial Modeling, Electronic Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Finance & Political Science
WareHouse Wines & Spirits April 2013 - Present
Self Employed January 2011 - Present
First New York Securities December 2009 - December 2010
JW Asset Management, LLC March 2009 - December 2009
BLMIS January 1995 - December 2008
BLMIS October 1990 - December 1994
Skills
Technical Analysis, Risk Management, Retail, Restaurants, Equities, Hedge Funds, Portfolio Management, Finance, Bloomberg, Trading, Options, Series 7, Alternative Investments, Derivatives, Capital Markets, Equity Research, Asset Managment, Financial Modeling, Electronic Trading
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Finance & Political Science
David Ashear's First New York Securities Experience January 2010 - Present
Job Senior Associate at First New York Securities
Industry Financial Services
Experience
First New York Securities January 2010 - Present
BasicValue Asset Management Inc October 2008 - April 2009
Banc of America Securities June 2006 - September 2008
Skills
Trading, Derivatives, Financial Structuring, Proprietary Trading, Fixed Income, Valuation, Equities, Bloomberg, Securities, Investment Banking, Back Office, Investments, Prime Brokerage, Options, Financial Modeling, Capital Markets, Electronic Trading, Hedge Funds, Financial Risk, Middle Office, Trading Systems, FX Options, Equity Derivatives, Alternative Investments, Structured Products
Education
University of Pennsylvania 2002 — 2006
BA, Mathematics
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics: Concentration Actuarial Science
First New York Securities January 2010 - Present
BasicValue Asset Management Inc October 2008 - April 2009
Banc of America Securities June 2006 - September 2008
Skills
Trading, Derivatives, Financial Structuring, Proprietary Trading, Fixed Income, Valuation, Equities, Bloomberg, Securities, Investment Banking, Back Office, Investments, Prime Brokerage, Options, Financial Modeling, Capital Markets, Electronic Trading, Hedge Funds, Financial Risk, Middle Office, Trading Systems, FX Options, Equity Derivatives, Alternative Investments, Structured Products
Education
University of Pennsylvania 2002 — 2006
BA, Mathematics
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics: Concentration Actuarial Science
Don Stoltz III's First New York Securities Experience February 2009 - May 2009
Job Partner, Bienville Capital Management, LLC
Industry Investment Management
Experience
Bienville Capital Management, LLC June 2009 - Present
First New York Securities February 2009 - May 2009
JPMorgan Chase August 1999 - February 2009
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Private Equity, Fixed Income, Derivatives, Portfolio Management, Asset Managment, Equity Derivatives, Series 7, Asset Allocation, Investment Banking, Securities, Wealth Management
Education
Penn State University 1995 — 1999
BS, Finance, Management, Economics
Bienville Capital Management, LLC June 2009 - Present
First New York Securities February 2009 - May 2009
JPMorgan Chase August 1999 - February 2009
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Private Equity, Fixed Income, Derivatives, Portfolio Management, Asset Managment, Equity Derivatives, Series 7, Asset Allocation, Investment Banking, Securities, Wealth Management
Education
Penn State University 1995 — 1999
BS, Finance, Management, Economics
Vicente Cabrera's First New York Securities Experience March 2009 - August 2009
Job Investment Director, Latin America JP Morgan Global Access Portfolios
Industry Investment Management
Experience
J.P. Morgan Global Access Portfolios 2014 - Present
Citigroup Global Markets August 2009 - 2013
First New York Securities March 2009 - August 2009
Merrill Lynch & Co March 2000 - March 2009
Deutsche Bank Securities September 1998 - March 2000
Merrill Lynch & Co July 1994 - September 1998
Goldman Sachs May 1993 - August 1993
Skills
Options, Series 7, CRM, Series 63, Investments, Hedge Funds, Equities, Financial Risk, Trading, Foreign Exchange, Equity Trading, FX Options, Securities, Leadership, Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance
University of Southern California 1990 — 1994
Bachelor of Science, Finance
J.P. Morgan Global Access Portfolios 2014 - Present
Citigroup Global Markets August 2009 - 2013
First New York Securities March 2009 - August 2009
Merrill Lynch & Co March 2000 - March 2009
Deutsche Bank Securities September 1998 - March 2000
Merrill Lynch & Co July 1994 - September 1998
Goldman Sachs May 1993 - August 1993
Skills
Options, Series 7, CRM, Series 63, Investments, Hedge Funds, Equities, Financial Risk, Trading, Foreign Exchange, Equity Trading, FX Options, Securities, Leadership, Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance
University of Southern California 1990 — 1994
Bachelor of Science, Finance
robert stanzione's First New York Securities Experience January 2000 - February 2008
Job Equity Trader at Goose Hill Capital
Industry Financial Services
Experience
Goose Hill Capital December 2012 - Present
Quad Capital November 2008 - August 2012
First New York Securities January 2000 - February 2008
Midwood Securities, Inc. September 1993 - December 1999
Skills
Bloomberg, Trading, Series 7, Hedge Funds, Series 63, Fixed Income, Equities, Equity Trading, Trading Systems, Alternative Investments, Electronic Trading, Options, Securities, Portfolio Management
Education
The University of Connecticut 1988 — 1993
bachelor of science, economics
wilton high school
Goose Hill Capital December 2012 - Present
Quad Capital November 2008 - August 2012
First New York Securities January 2000 - February 2008
Midwood Securities, Inc. September 1993 - December 1999
Skills
Bloomberg, Trading, Series 7, Hedge Funds, Series 63, Fixed Income, Equities, Equity Trading, Trading Systems, Alternative Investments, Electronic Trading, Options, Securities, Portfolio Management
Education
The University of Connecticut 1988 — 1993
bachelor of science, economics
wilton high school
Jonathan C Herz's First New York Securities Experience 2009 - 2010
Job Drug Development Informatics Analyst at AstraZeneca
Industry Information Technology and Services
Experience
AstraZeneca September 2014 - Present
ZettaCap September 2014 - Present
Howard Hughes Medical Institute May 2014 - Present
SmartBrief October 2012 - May 2013
Abundance Partners LLC 2011 - 2012
First New York Securities 2009 - 2010
Kellogg Capital Group 2006 - 2009
Kellogg Capital Group 2005 - 2006
Skills
Java, Python, R, Matlab, Machine Learning, Natural Language..., Statistics, Data Mining, Predictive Analytics, Pattern Recognition, Options, Derivatives, Survival Analysis, Unsupervised Learning, Microsoft Excel, VBA, SQL, Hadoop, Databases, Linux, Scala, Capital Markets
Education
The George Washington University 2012 — 2014
Master of Science (MS), Computer Science, 3.84/4.0
Williams College 2000 — 2005
Bachelor of Arts (B.A.), Economics and Asian Studies
AstraZeneca September 2014 - Present
ZettaCap September 2014 - Present
Howard Hughes Medical Institute May 2014 - Present
SmartBrief October 2012 - May 2013
Abundance Partners LLC 2011 - 2012
First New York Securities 2009 - 2010
Kellogg Capital Group 2006 - 2009
Kellogg Capital Group 2005 - 2006
Skills
Java, Python, R, Matlab, Machine Learning, Natural Language..., Statistics, Data Mining, Predictive Analytics, Pattern Recognition, Options, Derivatives, Survival Analysis, Unsupervised Learning, Microsoft Excel, VBA, SQL, Hadoop, Databases, Linux, Scala, Capital Markets
Education
The George Washington University 2012 — 2014
Master of Science (MS), Computer Science, 3.84/4.0
Williams College 2000 — 2005
Bachelor of Arts (B.A.), Economics and Asian Studies
David Rakus's First New York Securities Experience February 2015 - Present
Job Quant Portfolio Manager
Industry Investment Management
Experience
First New York Securities February 2015 - Present
St Bonaventure University and University of Richmond 2010 - Present
Tudor Investment Group January 2008 - July 2009
Gracie Capital January 2001 - January 2007
Melhado Flynn & Associates January 1997 - January 2003
Olde Brokers 1992 - 1994
Skills
Technical Analysis, Commodity, Equities, Trading Systems, Bonds, Investments, Risk Management, Derivatives, Research, Coaching, Hedge Funds, Proprietary Trading, Global Macro, Trading, Trading Strategies, Options, Electronic Trading, Financial Markets, Hedging, Portfolio Management, FX Options
Education
University of Maryland College Park 1988 — 1990
Bachelor of Science (BS), Business and Resource Economics
University of Maryland College Park 1987 — 1990
BS, Business and Resource Economics
St Bonaventure University 1987 — 1988
Business
olean high
First New York Securities February 2015 - Present
St Bonaventure University and University of Richmond 2010 - Present
Tudor Investment Group January 2008 - July 2009
Gracie Capital January 2001 - January 2007
Melhado Flynn & Associates January 1997 - January 2003
Olde Brokers 1992 - 1994
Skills
Technical Analysis, Commodity, Equities, Trading Systems, Bonds, Investments, Risk Management, Derivatives, Research, Coaching, Hedge Funds, Proprietary Trading, Global Macro, Trading, Trading Strategies, Options, Electronic Trading, Financial Markets, Hedging, Portfolio Management, FX Options
Education
University of Maryland College Park 1988 — 1990
Bachelor of Science (BS), Business and Resource Economics
University of Maryland College Park 1987 — 1990
BS, Business and Resource Economics
St Bonaventure University 1987 — 1988
Business
olean high
Cenray Gangadharan's First New York Securities Experience May 2009 - April 2010
Job Risk Framework Lead at Royal Bank of Canada Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2012 - Present
RBC Capital Markets May 2010 - May 2012
First New York Securities May 2009 - April 2010
National City Bank August 2008 - February 2009
Oracle Financial Services Software Ltd August 2005 - July 2008
Patni Computer Systems November 2004 - July 2005
Team e-biz Ltd April 2002 - October 2004
Skills
.NET, Microsoft SQL Server, WPF, WCF, Risk Management, Fixed Income, WinForms, C#, SQL, ASP.NET, SOA, Design Patterns, Microsoft Technologies, ADO.NET, TFS, LINQ
Education
Kerala University 1997 — 2000
Bachelor of Science (B.Sc.), Computer Science
RBC Capital Markets May 2012 - Present
RBC Capital Markets May 2010 - May 2012
First New York Securities May 2009 - April 2010
National City Bank August 2008 - February 2009
Oracle Financial Services Software Ltd August 2005 - July 2008
Patni Computer Systems November 2004 - July 2005
Team e-biz Ltd April 2002 - October 2004
Skills
.NET, Microsoft SQL Server, WPF, WCF, Risk Management, Fixed Income, WinForms, C#, SQL, ASP.NET, SOA, Design Patterns, Microsoft Technologies, ADO.NET, TFS, LINQ
Education
Kerala University 1997 — 2000
Bachelor of Science (B.Sc.), Computer Science
Doug Sobel's First New York Securities Experience December 2009 - April 2010
Job CTA, Portfolio Manager at Robbsy Trading Advisors, LLC
Industry Capital Markets
Experience
Robbsy Trading Advisors, LLC December 2012 - Present
Opus Trading Fund, LLC April 2010 - December 2012
First New York Securities December 2009 - April 2010
Echotrade, LLC February 2005 - December 2009
Schonfeld Group July 1995 - February 2005
Skills
Trading, Portfolio Management, Hedge Funds, Equity Trading, Derivatives, Trading Systems, Equities, Options, FX, Hedging, Arbitrage, Series 7, Technical Analysis, Risk Management, Risk, Global Macro, Commodity, Trading Strategies, Asset Allocation, Commodities, Macro, Excel, Financial Markets, Quantitative Finance, Proprietary Trading, Quantitative Analysis, Stocks, Equity Derivatives, Capital Markets, Asset Management, Investments, Electronic Trading, Alternative Investments, Bloomberg, Volatility, ETFs
Education
University of Miami 1987 — 1991
BBA, Finance
Robbsy Trading Advisors, LLC December 2012 - Present
Opus Trading Fund, LLC April 2010 - December 2012
First New York Securities December 2009 - April 2010
Echotrade, LLC February 2005 - December 2009
Schonfeld Group July 1995 - February 2005
Skills
Trading, Portfolio Management, Hedge Funds, Equity Trading, Derivatives, Trading Systems, Equities, Options, FX, Hedging, Arbitrage, Series 7, Technical Analysis, Risk Management, Risk, Global Macro, Commodity, Trading Strategies, Asset Allocation, Commodities, Macro, Excel, Financial Markets, Quantitative Finance, Proprietary Trading, Quantitative Analysis, Stocks, Equity Derivatives, Capital Markets, Asset Management, Investments, Electronic Trading, Alternative Investments, Bloomberg, Volatility, ETFs
Education
University of Miami 1987 — 1991
BBA, Finance
Raymond Pillai's First New York Securities Experience January 1999 - December 1999
Job Accounting and Finance
Industry Accounting
Experience
ICC Chemical Corporation January 2010 - Present
Smartling January 2008 - December 2008
Spafinder Wellness 365 January 2006 - December 2006
Century Fasteners Corp. January 2002 - December 2002
First New York Securities January 1999 - December 1999
Rudolf Wolff & Co. Inc January 1997 - December 1997
Skills
General Ledger, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Finance, Cash Flow, Budgets, Financial Analysis, FRx, Access, Salesforce.com, Analysis, Strategic Planning, Account Management, Mergers, Financial Accounting, Management, Auditing, Account Reconciliation, Accounts Payable, QuickBooks, SAP ERP
Education
NASD-National Association of Securities Dealers
Finance and Securities Trading Mgmt
Queens College
University of London
ICC Chemical Corporation January 2010 - Present
Smartling January 2008 - December 2008
Spafinder Wellness 365 January 2006 - December 2006
Century Fasteners Corp. January 2002 - December 2002
First New York Securities January 1999 - December 1999
Rudolf Wolff & Co. Inc January 1997 - December 1997
Skills
General Ledger, Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Finance, Cash Flow, Budgets, Financial Analysis, FRx, Access, Salesforce.com, Analysis, Strategic Planning, Account Management, Mergers, Financial Accounting, Management, Auditing, Account Reconciliation, Accounts Payable, QuickBooks, SAP ERP
Education
NASD-National Association of Securities Dealers
Finance and Securities Trading Mgmt
Queens College
University of London
Peter J. Attanasio's First New York Securities Experience August 2011 - May 2013
Job Compliance Officer at ED&F Man
Industry Financial Services
Experience
ED&F MAN Capital Markets Ltd September 2014 - Present
First New York Securities August 2011 - May 2013
DTCC January 2011 - July 2011
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD
Saint John's University 2001 — 2005
Bachelor of Science (BS), Finance, General
ED&F MAN Capital Markets Ltd September 2014 - Present
First New York Securities August 2011 - May 2013
DTCC January 2011 - July 2011
Education
Touro College Jacob D. Fuchsberg Law Center 2005 — 2008
JD
Saint John's University 2001 — 2005
Bachelor of Science (BS), Finance, General
Jack Schwetje's First New York Securities Experience September 2013 - December 2013
Job Experienced Financial Professional
Industry Investment Management
Experience
First New York Securities September 2013 - December 2013
Agile Trading Group June 2011 - August 2013
Forefront Capital Management May 2010 - June 2011
Jefferies & Company 2006 - 2007
Deutsche Bank Securities June 2001 - June 2005
Goldman Sachs February 1992 - June 2001
US Army 1988 - 1992
Skills
Equities, Hedge Funds, Trading, Management, Investments, Capital Markets, Alternative Investments, Strategic Planning, Securities, Valuation, Derivatives, Asset Management, Private Equity, Options, Series 7, Fixed Income
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering Management
First New York Securities September 2013 - December 2013
Agile Trading Group June 2011 - August 2013
Forefront Capital Management May 2010 - June 2011
Jefferies & Company 2006 - 2007
Deutsche Bank Securities June 2001 - June 2005
Goldman Sachs February 1992 - June 2001
US Army 1988 - 1992
Skills
Equities, Hedge Funds, Trading, Management, Investments, Capital Markets, Alternative Investments, Strategic Planning, Securities, Valuation, Derivatives, Asset Management, Private Equity, Options, Series 7, Fixed Income
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering Management
Michael Coomber's First New York Securities Experience January 2011 - September 2012
Job Business Development/General Manager at SDK Associates, LLC
Industry Construction
Experience
SDK Associates, LLC February 2014 - Present
Janney Montgomery Scott October 2012 - January 2014
First New York Securities January 2011 - September 2012
Dancker, Sellew & Douglas (DS&D) May 2009 - January 2011
Winepro November 2006 - April 2009
Skills
Investments, Microsoft Excel, Equities, Securities, Capital Markets, Asset Management, Financial Modeling, Asset Allocation, Mutual Funds, Trading, Business Development, Management, Sales
Education
Rutgers University 2000 — 2004
Bachelor's degree, Labor Studies
SDK Associates, LLC February 2014 - Present
Janney Montgomery Scott October 2012 - January 2014
First New York Securities January 2011 - September 2012
Dancker, Sellew & Douglas (DS&D) May 2009 - January 2011
Winepro November 2006 - April 2009
Skills
Investments, Microsoft Excel, Equities, Securities, Capital Markets, Asset Management, Financial Modeling, Asset Allocation, Mutual Funds, Trading, Business Development, Management, Sales
Education
Rutgers University 2000 — 2004
Bachelor's degree, Labor Studies
Swapnil Patil's First New York Securities Experience August 2010 - December 2010
Job Software Developer at PennDOT (Pennsylvania department of Transportation)
Industry Electrical/Electronic Manufacturing
Experience
PennDOT (Pennsylvania department of Transportation) January 2011 - Present
Invacare Corporation December 2010 - March 2011
First New York Securities August 2010 - December 2010
Skills
Web Services, SQL, MySQL, jQuery, JavaScript, Java, Oracle, Crystal Reports, Rational Functional...
Education
University of Bridgeport 2008 — 2010
M.S., Electrical Engineering
R C Patel Institute of Technology 2003 — 2007
Bachelor of Engineering (BE), Electronics and TeleCommunications Engineering
PennDOT (Pennsylvania department of Transportation) January 2011 - Present
Invacare Corporation December 2010 - March 2011
First New York Securities August 2010 - December 2010
Skills
Web Services, SQL, MySQL, jQuery, JavaScript, Java, Oracle, Crystal Reports, Rational Functional...
Education
University of Bridgeport 2008 — 2010
M.S., Electrical Engineering
R C Patel Institute of Technology 2003 — 2007
Bachelor of Engineering (BE), Electronics and TeleCommunications Engineering
Chris Gey's First New York Securities Experience January 2008 - June 2010
Job International Trader / Quantitative Analyst at Equities First Holdings, LLC
Industry Investment Management
Experience
Equities First Holdings, LLC January 2015 - Present
WTS Proprietary Trading Group April 2012 - December 2014
Seven Points Capital July 2011 - March 2012
First New York Securities January 2008 - June 2010
Citigroup July 2005 - December 2006
Skills
Equity Trading, Equities, Trading Strategies, Options, Proprietary Trading, Trading, Bloomberg, Hedge Funds, Equity Derivatives, Investments, Electronic Trading, Trading Systems, Securities, Financial Markets, Fixed Income, Equity Research, Portfolio Management, Derivatives, Alternative Investments, ETFs, FX Trading, FX Hedging, Technical Analysis, Investment Management, Microsoft Excel, Series 7, Series 55, Series 63
Education
University of Pennsylvania - The Wharton School 2001 — 2005
B.S. in Economics, Concentrations in Finance and Entrepreneurship
Universidad Pontificia Comillas, ICADE 2003 — 2003
International Business
General Douglas MacArthur High School 1997 — 2001
High School Diploma
Equities First Holdings, LLC January 2015 - Present
WTS Proprietary Trading Group April 2012 - December 2014
Seven Points Capital July 2011 - March 2012
First New York Securities January 2008 - June 2010
Citigroup July 2005 - December 2006
Skills
Equity Trading, Equities, Trading Strategies, Options, Proprietary Trading, Trading, Bloomberg, Hedge Funds, Equity Derivatives, Investments, Electronic Trading, Trading Systems, Securities, Financial Markets, Fixed Income, Equity Research, Portfolio Management, Derivatives, Alternative Investments, ETFs, FX Trading, FX Hedging, Technical Analysis, Investment Management, Microsoft Excel, Series 7, Series 55, Series 63
Education
University of Pennsylvania - The Wharton School 2001 — 2005
B.S. in Economics, Concentrations in Finance and Entrepreneurship
Universidad Pontificia Comillas, ICADE 2003 — 2003
International Business
General Douglas MacArthur High School 1997 — 2001
High School Diploma
Joseph Hermes's First New York Securities Experience 2003 - 2004
Job Sr. Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group November 2014 - Present
Knight Capital Group/KCG March 2004 - September 2014
First New York Securities 2003 - 2004
Citigroup 1992 - 2003
Bear Stearns 1991 - 1992
Skills
Equity Trading, Electronic Trading, Proprietary Trading, Series 7, Series 63, Series 55, Series 24, international trading, Trading Systems, FINRA, International Trade, Trading, Hedge Funds, Fixed Income, Capital Markets, Options, Equities, Bloomberg, Securities, Financial Markets, Investments
Education
University of Rhode Island
Bachelor of Arts (B.A.), Economics & Finance
ConvergEx Group November 2014 - Present
Knight Capital Group/KCG March 2004 - September 2014
First New York Securities 2003 - 2004
Citigroup 1992 - 2003
Bear Stearns 1991 - 1992
Skills
Equity Trading, Electronic Trading, Proprietary Trading, Series 7, Series 63, Series 55, Series 24, international trading, Trading Systems, FINRA, International Trade, Trading, Hedge Funds, Fixed Income, Capital Markets, Options, Equities, Bloomberg, Securities, Financial Markets, Investments
Education
University of Rhode Island
Bachelor of Arts (B.A.), Economics & Finance
Isaac Wittman's First New York Securities Experience May 2011 - August 2011
Job PMG Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
First New York Securities May 2011 - August 2011
Skills
Fixed Income, Asset Management, Capital Markets, Hedge Funds, Quantitative Analytics, Bloomberg
Education
University of Pennsylvania 2008 — 2012
B.S. Economics, Finance
BlackRock August 2012 - Present
First New York Securities May 2011 - August 2011
Skills
Fixed Income, Asset Management, Capital Markets, Hedge Funds, Quantitative Analytics, Bloomberg
Education
University of Pennsylvania 2008 — 2012
B.S. Economics, Finance
Alana Zerillo's First New York Securities Experience May 2011 - January 2012
Job ADR Brokers at MPS Global Securities, LLC
Industry Financial Services
Experience
MPS Global Securities, LLC January 2012 - Present
First New York Securities May 2011 - January 2012
Linkbrokers Derivatives Corp April 2006 - May 2011
Education
University of Delaware 1995 — 1999
Bachelor of Science, Finance
Academy of Notre Dame 1991 — 1995
MPS Global Securities, LLC January 2012 - Present
First New York Securities May 2011 - January 2012
Linkbrokers Derivatives Corp April 2006 - May 2011
Education
University of Delaware 1995 — 1999
Bachelor of Science, Finance
Academy of Notre Dame 1991 — 1995
evan silverman's First New York Securities Experience March 2013 - Present
Job pm at first new york
Industry Financial Services
Experience
First New York Securities March 2013 - Present
Lions Path Capital May 2011 - March 2013
Forefront Advisory LLC January 2010 - May 2011
STG Capital Management January 2004 - November 2009
Skills
Portfolio Management, Hedge Funds, Trading, Series 7, Technical Analysis, SDLC, Equities, Project Management, Program Management, Software Project..., Business Analysis, Bloomberg
Education
University of Michigan 1996 — 1999
Literature, Science, and Arts, Organizational Management
First New York Securities March 2013 - Present
Lions Path Capital May 2011 - March 2013
Forefront Advisory LLC January 2010 - May 2011
STG Capital Management January 2004 - November 2009
Skills
Portfolio Management, Hedge Funds, Trading, Series 7, Technical Analysis, SDLC, Equities, Project Management, Program Management, Software Project..., Business Analysis, Bloomberg
Education
University of Michigan 1996 — 1999
Literature, Science, and Arts, Organizational Management
Adam Podhurst's First New York Securities Experience January 1997 - Present
Job P & L specialist at First New York Securities
Industry Investment Management
Experience
First New York Securities January 1997 - Present
JPMorgan Chase February 1991 - January 1997
Education
University of Maryland College Park 1982 — 1987
Bachelor of Arts (B.A.), Political Science and Government
First New York Securities January 1997 - Present
JPMorgan Chase February 1991 - January 1997
Education
University of Maryland College Park 1982 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Ian Fields's First New York Securities Experience October 2005 - October 2008
Job Portfolio Manager | Trader
Industry Investment Management
Experience
T3 Trading Group, LLC May 2014 - December 2014
Conventus Capital February 2013 - July 2013
Liquid Partners January 2011 - October 2012
Quad Capital January 2009 - November 2010
First New York Securities October 2005 - October 2008
Exis Capital January 1998 - August 2005
SAC Capital June 1996 - January 1998
Skills
Portfolio Management, Hedge Funds, Equity Trading, Equity Research, Securities, Options, Bloomberg, Proprietary Trading, Equities, Trading, Series 7, Equity Derivatives, Electronic Trading, Alternative Investments, Investments, Asset Managment, Trading Strategies, Volatility, Trading Systems, Capital Markets
Education
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
T3 Trading Group, LLC May 2014 - December 2014
Conventus Capital February 2013 - July 2013
Liquid Partners January 2011 - October 2012
Quad Capital January 2009 - November 2010
First New York Securities October 2005 - October 2008
Exis Capital January 1998 - August 2005
SAC Capital June 1996 - January 1998
Skills
Portfolio Management, Hedge Funds, Equity Trading, Equity Research, Securities, Options, Bloomberg, Proprietary Trading, Equities, Trading, Series 7, Equity Derivatives, Electronic Trading, Alternative Investments, Investments, Asset Managment, Trading Strategies, Volatility, Trading Systems, Capital Markets
Education
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Wharton School, University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Daniel Laforge's First New York Securities Experience April 2005 - Present
Job International Equity Trader at First New York Securities
Industry Investment Management
Experience
First New York Securities April 2005 - Present
First New York Securities 2005 - 2012
Barnard Jacobs Mellett September 1996 - March 2005
Skills
More than 19 years of..., Series 7, 55, 63, 4...
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1991
Bachelor of Science (BSc), Management Information Systems, General
First New York Securities April 2005 - Present
First New York Securities 2005 - 2012
Barnard Jacobs Mellett September 1996 - March 2005
Skills
More than 19 years of..., Series 7, 55, 63, 4...
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1991
Bachelor of Science (BSc), Management Information Systems, General
Troy Setrakian's First New York Securities Experience December 2011 - May 2013
Job Portfolio Manager at Goose Hill Capital
Industry Investment Management
Experience
Goose Hill Capital September 2013 - Present
First New York Securities December 2011 - May 2013
Merrill Lynch January 2010 - December 2010
First New York Securities January 2009 - December 2010
NORTH SOUND CAPITAL, L.P January 2003 - January 2008
OMEGA ADVISORS, L.P January 2000 - January 2002
PEQUOD INVESTMENTS, L.P January 1998 - January 2000
VS&A COMMUNICATIONS PARTNERS II, L.P January 1997 - January 1998
STEPHENS INC January 1995 - January 1997
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S, Business Administration; Finance
The Kenan Flagler Business School
Bachelor of Science (BS), Business Administration/ Concentration in Finance
Goose Hill Capital September 2013 - Present
First New York Securities December 2011 - May 2013
Merrill Lynch January 2010 - December 2010
First New York Securities January 2009 - December 2010
NORTH SOUND CAPITAL, L.P January 2003 - January 2008
OMEGA ADVISORS, L.P January 2000 - January 2002
PEQUOD INVESTMENTS, L.P January 1998 - January 2000
VS&A COMMUNICATIONS PARTNERS II, L.P January 1997 - January 1998
STEPHENS INC January 1995 - January 1997
Education
University of North Carolina at Chapel Hill 1991 — 1995
B.S, Business Administration; Finance
The Kenan Flagler Business School
Bachelor of Science (BS), Business Administration/ Concentration in Finance
Nicholas Mancuso's First New York Securities Experience 2008 - 2010
Job Former Head of Operations
Industry Financial Services
Experience
TD Securities April 2013 - July 2013
MPS Fixed Income, A Division of First New York Securities 2010 - October 2012
First New York Securities 2008 - 2010
Beacon Capital Management 2005 - 2007
Lakeland Capital a Division of Exis Capital Management 2003 - 2005
Carlin Financial Group / Generic Trading 1999 - 2003
Skills
Operations Management, Trading, Risk Management, Process Improvement, Clearing, Options, Prime Brokerage, Broker-Dealer, Settlement, Treasury Management, Cash Management, Client Liaison, New Account Management, Asset Allocation, Allocations, Omgeo Oasys, Equities, CDD, Bloomberg, Compliance, Repo, Triparty Loan, Account Reconciliation, PnL Management, Fixed Income, Trader Management, Corporate Actions, Margin, Break Resolution, Treasury
Education
University of Scranton 1991 — 1995
Bachelor of Business Administration (BBA), Finance, Economics
TD Securities April 2013 - July 2013
MPS Fixed Income, A Division of First New York Securities 2010 - October 2012
First New York Securities 2008 - 2010
Beacon Capital Management 2005 - 2007
Lakeland Capital a Division of Exis Capital Management 2003 - 2005
Carlin Financial Group / Generic Trading 1999 - 2003
Skills
Operations Management, Trading, Risk Management, Process Improvement, Clearing, Options, Prime Brokerage, Broker-Dealer, Settlement, Treasury Management, Cash Management, Client Liaison, New Account Management, Asset Allocation, Allocations, Omgeo Oasys, Equities, CDD, Bloomberg, Compliance, Repo, Triparty Loan, Account Reconciliation, PnL Management, Fixed Income, Trader Management, Corporate Actions, Margin, Break Resolution, Treasury
Education
University of Scranton 1991 — 1995
Bachelor of Business Administration (BBA), Finance, Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial