ForstmannLeff Company
Description
Address: 590 Madison Ave, New York, NY 10022 Phone: (212) 407-9400: : : : Place name: Category: Website: : : Own this business?
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ForstmannLeff Employees
Employee
Years
Job
Industry
Robert Donohue Robert Donohue's ForstmannLeff Experience May 1996 - September 2002
Job Energy Trader, Electricity Hedging and Market Analysis
Industry Investment Management
Experience
Consolidated Edison Co September 2008 - Present
Kingdon Capital October 2002 - April 2006
ForstmannLeff May 1996 - September 2002
Gintel & Co. October 1992 - April 1996
SAFIAN INVESTMENT RESEARCH November 1990 - November 1992
ASPLUNDH TREE EXPERT January 1990 - November 1990
ASPLUNDH TREE EXPERT January 1986 - January 1990
Skills
Natural Gas, Derivatives, Options, Hedging, Technical Analysis, Industry Analysis, Market Analysis, Swaps, Energy, Risk Management, Asset Management, Portfolio Management, Gas, Equities, Trading, Commodities, Investments, Renewable Energy, Risk, Energy Trading, Hedge Funds, Economics, Contract Management, Forecasting, Excel, Business Strategy, Strategic Planning, Commodity
Education
Gettysburg College 1986 — 1990
BA, Economics
Consolidated Edison Co September 2008 - Present
Kingdon Capital October 2002 - April 2006
ForstmannLeff May 1996 - September 2002
Gintel & Co. October 1992 - April 1996
SAFIAN INVESTMENT RESEARCH November 1990 - November 1992
ASPLUNDH TREE EXPERT January 1990 - November 1990
ASPLUNDH TREE EXPERT January 1986 - January 1990
Skills
Natural Gas, Derivatives, Options, Hedging, Technical Analysis, Industry Analysis, Market Analysis, Swaps, Energy, Risk Management, Asset Management, Portfolio Management, Gas, Equities, Trading, Commodities, Investments, Renewable Energy, Risk, Energy Trading, Hedge Funds, Economics, Contract Management, Forecasting, Excel, Business Strategy, Strategic Planning, Commodity
Education
Gettysburg College 1986 — 1990
BA, Economics
Guy Sperduto Guy Sperduto's ForstmannLeff Experience 1982 - Present
Job CPA | Accounting | Bookkeeping | Business Consulting | Small Businesses | Churches | NonProfits | Incorporation
Industry Accounting
Experience
Accounting Link USA 1999 - Present
Guy D. Sperduto, CPA PA 1993 - Present
ForstmannLeff 1982 - Present
Micro Computer Resources 1990 - 1993
Pebsco, Inc 1989 - 1990
Lazard Freres & Co. 1987 - 1988
KR Capital 1986 - 1987
Atalanta Corporation 1985 - 1985
Education
Life Christian University 2006 — 2008
M. TH, Theology
Florida International University 1990 — 1990
Taxation
North Carolina State University 1977 — 1981
BA, Accounting, Economics, Business Management
Accounting Link USA 1999 - Present
Guy D. Sperduto, CPA PA 1993 - Present
ForstmannLeff 1982 - Present
Micro Computer Resources 1990 - 1993
Pebsco, Inc 1989 - 1990
Lazard Freres & Co. 1987 - 1988
KR Capital 1986 - 1987
Atalanta Corporation 1985 - 1985
Education
Life Christian University 2006 — 2008
M. TH, Theology
Florida International University 1990 — 1990
Taxation
North Carolina State University 1977 — 1981
BA, Accounting, Economics, Business Management
David Plants David Plants's ForstmannLeff Experience June 1983 - August 1983
Job Portfolio Manager at Caisse de dépôt et placement du Québec
Industry Financial Services
Experience
Stratton Mountain School January 2015 - Present
Caisse de dépôt et placement du Québec January 2006 - January 2014
Caxton Associates February 2001 - December 2003
Dresdner RCM 1993 - 2001
Putnam International 1988 - 1991
Morgan Stanley Investment Management 1984 - 1986
ForstmannLeff June 1983 - August 1983
Bromley Ski Area 1975 - 1980
Bromley Ski resort 1975 - 1980
Bromley Ski Area 1975 - 1980
Skills
Equities, Securities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Investments, Investment Strategies, Equity Research, Bloomberg, Investment Management, Capital Markets, Valuation, Emerging Markets, Asset Management, Financial Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
BSE
Princeton University 1973 — 1977
BSE
Brunswich High School 1967 — 1973
Stratton Mountain School January 2015 - Present
Caisse de dépôt et placement du Québec January 2006 - January 2014
Caxton Associates February 2001 - December 2003
Dresdner RCM 1993 - 2001
Putnam International 1988 - 1991
Morgan Stanley Investment Management 1984 - 1986
ForstmannLeff June 1983 - August 1983
Bromley Ski Area 1975 - 1980
Bromley Ski resort 1975 - 1980
Bromley Ski Area 1975 - 1980
Skills
Equities, Securities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Investments, Investment Strategies, Equity Research, Bloomberg, Investment Management, Capital Markets, Valuation, Emerging Markets, Asset Management, Financial Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
BSE
Princeton University 1973 — 1977
BSE
Brunswich High School 1967 — 1973
Warren Sims Warren Sims's ForstmannLeff Experience June 1995 - March 2003
Job Managing Director, Sims Security Group, LLC
Industry Security and Investigations
Experience
Sims Security Group, LLC 2011 - Present
At-Risk Protection & Investigations March 2003 - December 2010
ForstmannLeff June 1995 - March 2003
Skills
Business Relationship..., Physical Security, Event Security, Crisis Management, Private Investigations, Security Management, Security Operations, Risk Assessment, Background Checks, Personal Protection, Personal Security, Workplace Violence, Emergency Management, Training, Security, Corporate Security, Surveillance, Counterterrorism, Crowd Control, Security Training, Executive Protection, Enforcement, Firearms, Close Protection, Asset Protection, Internal Investigations, Protection, Security Audits, Tactics, Investigation, Access Control, Fraud, Homeland Security, Criminal Investigations, CCTV, Police, Weapons, Law Enforcement
Education
State University of New York at New Paltz 1983 — 1985
Sims Security Group, LLC 2011 - Present
At-Risk Protection & Investigations March 2003 - December 2010
ForstmannLeff June 1995 - March 2003
Skills
Business Relationship..., Physical Security, Event Security, Crisis Management, Private Investigations, Security Management, Security Operations, Risk Assessment, Background Checks, Personal Protection, Personal Security, Workplace Violence, Emergency Management, Training, Security, Corporate Security, Surveillance, Counterterrorism, Crowd Control, Security Training, Executive Protection, Enforcement, Firearms, Close Protection, Asset Protection, Internal Investigations, Protection, Security Audits, Tactics, Investigation, Access Control, Fraud, Homeland Security, Criminal Investigations, CCTV, Police, Weapons, Law Enforcement
Education
State University of New York at New Paltz 1983 — 1985
Neil Charran Neil Charran's ForstmannLeff Experience 2003 - 2007
Job Vice President, Sr. Portfolio Analyst at ClearBridge Investments
Industry Financial Services
Experience
Bpeace 2009 - Present
Legg Mason June 2007 - Present
ClearBridge Investments June 2007 - Present
AG Asset Management December 2003 - June 2007
ForstmannLeff 2003 - 2007
American Skandia 2000 - 2004
Prudential Assurance January 2000 - December 2003
Skills
Investment Advisory, Equity Research, Report Writing, Options, Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Equities, FINRA, Finance, Hedge Funds, Investments, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2001 — 2003
MBA, Finance
University of New Haven 1996 — 1998
MA, Industrial-Organizational Psychology
Wesleyan University 1992 — 1996
BA, Psychology
Bpeace 2009 - Present
Legg Mason June 2007 - Present
ClearBridge Investments June 2007 - Present
AG Asset Management December 2003 - June 2007
ForstmannLeff 2003 - 2007
American Skandia 2000 - 2004
Prudential Assurance January 2000 - December 2003
Skills
Investment Advisory, Equity Research, Report Writing, Options, Series 7, Series 63, Series 65, Mutual Funds, Alternative Investments, Equities, FINRA, Finance, Hedge Funds, Investments, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2001 — 2003
MBA, Finance
University of New Haven 1996 — 1998
MA, Industrial-Organizational Psychology
Wesleyan University 1992 — 1996
BA, Psychology
Ruchir Tiwari PMP® ITIL® Ruchir Tiwari PMP® ITIL®'s ForstmannLeff Experience September 2004 - July 2005
Job Transformation Program Manager
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation November 2010 - July 2015
The Depository Trust & Clearing Corporation 2005 - January 2009
ForstmannLeff September 2004 - July 2005
American Financial Systems 2000 - 2003
Skills
Program Management, SDLC, Governance, ITIL, IT Strategy, Cross-functional Team..., Business Strategy, IT Service Management, Vendor Management, Business Analysis, Business Transformation, Project Management, Project Portfolio..., Enterprise Architecture, Integration, Service Management, Management, IT Management, Software Project..., Requirements Analysis, Disaster Recovery, IT Governance, PMO, Business Process..., Business Process..., Risk Management, Analytics, Process Improvement, Business Requirements, PMP, Data Center, Offshore Management
Education
Stevens Institute of Technology 2004 — 2006
MS, Information System & Management
Oklahoma City University 1998 — 2000
BS, Computer Science
Mahatma Gandhi University 1996 — 1998
Bio-Medical Engineering
The Depository Trust & Clearing Corporation November 2010 - July 2015
The Depository Trust & Clearing Corporation 2005 - January 2009
ForstmannLeff September 2004 - July 2005
American Financial Systems 2000 - 2003
Skills
Program Management, SDLC, Governance, ITIL, IT Strategy, Cross-functional Team..., Business Strategy, IT Service Management, Vendor Management, Business Analysis, Business Transformation, Project Management, Project Portfolio..., Enterprise Architecture, Integration, Service Management, Management, IT Management, Software Project..., Requirements Analysis, Disaster Recovery, IT Governance, PMO, Business Process..., Business Process..., Risk Management, Analytics, Process Improvement, Business Requirements, PMP, Data Center, Offshore Management
Education
Stevens Institute of Technology 2004 — 2006
MS, Information System & Management
Oklahoma City University 1998 — 2000
BS, Computer Science
Mahatma Gandhi University 1996 — 1998
Bio-Medical Engineering
Margaux O'Donnell Roberts Margaux O'Donnell Roberts's ForstmannLeff Experience October 2001 - December 2006
Job Senior Solutions Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2011 - Present
Prudential Retirement 2009 - November 2011
Virtus Investment Partners November 2007 - May 2009
UBS Global Asset Management January 2007 - June 2007
ForstmannLeff October 2001 - December 2006
Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k
Education
Villanova University 1998 — 2001
Finance and Marketing
The Catholic University of America 1997 — 1998
Finance
Prudential Financial November 2011 - Present
Prudential Retirement 2009 - November 2011
Virtus Investment Partners November 2007 - May 2009
UBS Global Asset Management January 2007 - June 2007
ForstmannLeff October 2001 - December 2006
Skills
Marketing Strategy, Mutual Funds, Series 63, Investments, Asset Management, Asset Allocation, Financial Services, Retirement Planning, 401k
Education
Villanova University 1998 — 2001
Finance and Marketing
The Catholic University of America 1997 — 1998
Finance
Jeff Ulness Jeff Ulness's ForstmannLeff Experience May 2003 - August 2004
Job Managing Director, Subadvisory Relations at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners August 2004 - Present
ForstmannLeff May 2003 - August 2004
Deutsche Asset Management January 2002 - April 2003
American Skandia (now part of Prudential Financial) July 1994 - January 2002
American Skandia July 1994 - August 1997
North American Security Life (now John Hancock) February 1991 - July 1994
Dewey & LeBoeuf LLP January 1990 - February 1991
Army National Guard 1977 - 1991
US Securities and Exchange Commission August 1986 - December 1989
Skills
Asset Managment, Hedge Funds, Alternative Investments, Securities, Equities, Mutual Funds, Fixed Annuities, Investments, Management, Asset Management, Strategy, Investment Management, Asset Allocation, Due Diligence, Trading, Investment Strategies
Education
Georgetown University Law Center 1986 — 1988
LLM, Securities Regulation
The University of North Dakota School of Law 1984 — 1986
JD, Law
The University of North Dakota 1979 — 1982
BA, Advertising and Public Relations, Political Science
Bismarck High School 1976 — 1978
Epoch Investment Partners August 2004 - Present
ForstmannLeff May 2003 - August 2004
Deutsche Asset Management January 2002 - April 2003
American Skandia (now part of Prudential Financial) July 1994 - January 2002
American Skandia July 1994 - August 1997
North American Security Life (now John Hancock) February 1991 - July 1994
Dewey & LeBoeuf LLP January 1990 - February 1991
Army National Guard 1977 - 1991
US Securities and Exchange Commission August 1986 - December 1989
Skills
Asset Managment, Hedge Funds, Alternative Investments, Securities, Equities, Mutual Funds, Fixed Annuities, Investments, Management, Asset Management, Strategy, Investment Management, Asset Allocation, Due Diligence, Trading, Investment Strategies
Education
Georgetown University Law Center 1986 — 1988
LLM, Securities Regulation
The University of North Dakota School of Law 1984 — 1986
JD, Law
The University of North Dakota 1979 — 1982
BA, Advertising and Public Relations, Political Science
Bismarck High School 1976 — 1978
Lisa Morgan, CIMA® Lisa Morgan, CIMA®'s ForstmannLeff Experience September 2000 - November 2001
Job Business Development Manager
Industry Investment Management
Experience
Voya Investment Management December 2005 - Present
ING Investment Management February 2003 - December 2005
Travelers November 2001 - February 2003
ForstmannLeff September 2000 - November 2001
Travelers August 1997 - September 2000
Skills
Mutual Funds, Marketing, Investments, Series 7, Business Development, Series 63, Alternative Investments, Asset Management, Asset Allocation, Asset Managment
Education
The University of Connecticut School of Business 2000 — 2004
MBA, Marketing
Bentley University 1993 — 1997
BS, Business Communication
Voya Investment Management December 2005 - Present
ING Investment Management February 2003 - December 2005
Travelers November 2001 - February 2003
ForstmannLeff September 2000 - November 2001
Travelers August 1997 - September 2000
Skills
Mutual Funds, Marketing, Investments, Series 7, Business Development, Series 63, Alternative Investments, Asset Management, Asset Allocation, Asset Managment
Education
The University of Connecticut School of Business 2000 — 2004
MBA, Marketing
Bentley University 1993 — 1997
BS, Business Communication
Jake Quain's ForstmannLeff Experience May 2006 - August 2006
Job Founder at Brooklyn Bridge Labs
Industry Computer Software
Experience
Brooklyn Bridge Labs June 2014 - Present
Infogroup May 2013 - June 2014
SpaceList Commercial Listings July 2012 - May 2013
Pivotal Labs May 2011 - July 2012
Stanford University January 2011 - March 2011
Fone2Fone Inc. May 2008 - August 2008
ForstmannLeff May 2006 - August 2006
PSAM June 2004 - August 2004
Skills
Ruby, Agile Methodologies, Ruby on Rails, SQL, JavaScript
Education
Stanford University 2009 — 2011
M.S., Computer Science
University of Pennsylvania 2005 — 2009
B.S., Operations Management & Systems Engineering (M & T)
Horace Mann School 1997 — 2005
HS
Brooklyn Bridge Labs June 2014 - Present
Infogroup May 2013 - June 2014
SpaceList Commercial Listings July 2012 - May 2013
Pivotal Labs May 2011 - July 2012
Stanford University January 2011 - March 2011
Fone2Fone Inc. May 2008 - August 2008
ForstmannLeff May 2006 - August 2006
PSAM June 2004 - August 2004
Skills
Ruby, Agile Methodologies, Ruby on Rails, SQL, JavaScript
Education
Stanford University 2009 — 2011
M.S., Computer Science
University of Pennsylvania 2005 — 2009
B.S., Operations Management & Systems Engineering (M & T)
Horace Mann School 1997 — 2005
HS
Martha Witte's ForstmannLeff Experience March 2000 - April 2001
Job Director and Loan Originator
Industry Banking
Experience
MC Home Loans July 2015 - Present
Mount Snow 1992 - Present
Luxury Mortgage Corp December 2013 - June 2015
Guaranteed Rate, Inc. October 2012 - December 2013
The Manhattan Mortgage Company October 2001 - October 2012
ForstmannLeff March 2000 - April 2001
Deutsche Bank November 1998 - March 2000
Bankers Trust December 1992 - November 1998
Ameriprise Financial Advisors September 1991 - December 1992
Wagner Weber Associates September 1990 - September 1991
Skills
Marketing, Finance, Negotiation, Real Estate, Management, Strategic Planning, Leadership, Business Development, Analysis, Leadership Development, Social Media Marketing, New Business Development, Customer Service, Public Speaking, Fundraising, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Loans, Mortgage Lending, Financial Services, Investment Properties, Sales, Banking, Credit
Education
Carnegie Mellon University 1982 — 1986
Bachelor of Science, Industrial Management and French
Mount de Chantal Academy 1978 — 1982
College Prep
MC Home Loans July 2015 - Present
Mount Snow 1992 - Present
Luxury Mortgage Corp December 2013 - June 2015
Guaranteed Rate, Inc. October 2012 - December 2013
The Manhattan Mortgage Company October 2001 - October 2012
ForstmannLeff March 2000 - April 2001
Deutsche Bank November 1998 - March 2000
Bankers Trust December 1992 - November 1998
Ameriprise Financial Advisors September 1991 - December 1992
Wagner Weber Associates September 1990 - September 1991
Skills
Marketing, Finance, Negotiation, Real Estate, Management, Strategic Planning, Leadership, Business Development, Analysis, Leadership Development, Social Media Marketing, New Business Development, Customer Service, Public Speaking, Fundraising, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Loans, Mortgage Lending, Financial Services, Investment Properties, Sales, Banking, Credit
Education
Carnegie Mellon University 1982 — 1986
Bachelor of Science, Industrial Management and French
Mount de Chantal Academy 1978 — 1982
College Prep
Susan Hager's ForstmannLeff Experience 2003 - 2006
Job President at Tango Tile
Industry Retail
Experience
Tango Tile January 2012 - Present
Evercore Asset Management February 2009 - December 2011
AG Asset Management April 2006 - January 2009
ForstmannLeff 2003 - 2006
Pioneering Investment Management 1985 - 1996
Skills
Investments, Equity Research, Hedge Funds, Asset Management, Strategic Planning, Equities, Valuation, Asset Managment, Portfolio Management, Financial Modeling, Capital Markets, Securities, Fixed Income, Bloomberg, Asset Allocation, Alternative Investments, Private Equity, Management
Education
Boston University - School of Management 1981 — 1985
mba
Tufts University 1967 — 1971
BSME
Northern High School 1962 — 1965
Tango Tile January 2012 - Present
Evercore Asset Management February 2009 - December 2011
AG Asset Management April 2006 - January 2009
ForstmannLeff 2003 - 2006
Pioneering Investment Management 1985 - 1996
Skills
Investments, Equity Research, Hedge Funds, Asset Management, Strategic Planning, Equities, Valuation, Asset Managment, Portfolio Management, Financial Modeling, Capital Markets, Securities, Fixed Income, Bloomberg, Asset Allocation, Alternative Investments, Private Equity, Management
Education
Boston University - School of Management 1981 — 1985
mba
Tufts University 1967 — 1971
BSME
Northern High School 1962 — 1965
Jeffrey Sutton's ForstmannLeff Experience 2002 - 2003
Job Senior Managing Director, The Consulting Group of Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management April 2009 - Present
UBS Global Asset Management June 2005 - April 2009
Northern Trust Global Advisors 2003 - 2005
ForstmannLeff 2002 - 2003
Skills
Equities, Asset Managment, Portfolio Management, Investments, Equity Research, Bloomberg, Capital Markets, Series 7, Fixed Income, Financial Modeling, Valuation, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Indiana University Bloomington 1988 — 1992
Bachelor's degree
Oppenheimer Asset Management April 2009 - Present
UBS Global Asset Management June 2005 - April 2009
Northern Trust Global Advisors 2003 - 2005
ForstmannLeff 2002 - 2003
Skills
Equities, Asset Managment, Portfolio Management, Investments, Equity Research, Bloomberg, Capital Markets, Series 7, Fixed Income, Financial Modeling, Valuation, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Indiana University Bloomington 1988 — 1992
Bachelor's degree
Elizabeth Donovan's ForstmannLeff Experience September 2004 - December 2005
Job Program Management Analyst
Industry Marketing and Advertising
Experience
Citi April 2009 - Present
Lehman Brothers January 2006 - September 2008
ForstmannLeff September 2004 - December 2005
Time Inc. September 1999 - September 2004
Skills
Digital Marketing, Financial Services, Marketing, Marketing Communications, Marketing Strategy, Program Management, Strategy
Education
Gettysburg College 1994 — 1998
Bachelor of Arts, Political Science/Philosophy
Citi April 2009 - Present
Lehman Brothers January 2006 - September 2008
ForstmannLeff September 2004 - December 2005
Time Inc. September 1999 - September 2004
Skills
Digital Marketing, Financial Services, Marketing, Marketing Communications, Marketing Strategy, Program Management, Strategy
Education
Gettysburg College 1994 — 1998
Bachelor of Arts, Political Science/Philosophy
Peter Hermann's ForstmannLeff Experience 2005 - 2009
Job at Columbus Circle Investors
Industry Investment Management
Experience
Columbus Circle Investors July 2009 - Present
Angelo, Gordon & Co. 2005 - 2009
ForstmannLeff 2005 - 2009
Angelo, Gordon & Co. 2005 - 2009
Fulcrum Asset Management February 2004 - February 2005
Morgan Stanley Investment Management March 1994 - October 2003
Bank of New York Mellon August 1987 - March 1994
Skills
Portfolio Management, Equities, Mutual Funds, Valuation, Investment Banking, Risk Management, Investment Management, Hedge Funds, Alternative Investments, Management, Analysis, Marketing, Asset Management, Financial Risk, Investments
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1987
MBA, Finance
University of Pittsburgh School of Law 1983 — 1987
JD, Business
Tufts University 1979 — 1983
BA, English
The Hotchkiss School 1974 — 1978
Columbus Circle Investors July 2009 - Present
Angelo, Gordon & Co. 2005 - 2009
ForstmannLeff 2005 - 2009
Angelo, Gordon & Co. 2005 - 2009
Fulcrum Asset Management February 2004 - February 2005
Morgan Stanley Investment Management March 1994 - October 2003
Bank of New York Mellon August 1987 - March 1994
Skills
Portfolio Management, Equities, Mutual Funds, Valuation, Investment Banking, Risk Management, Investment Management, Hedge Funds, Alternative Investments, Management, Analysis, Marketing, Asset Management, Financial Risk, Investments
Education
Carnegie Mellon University - Tepper School of Business 1983 — 1987
MBA, Finance
University of Pittsburgh School of Law 1983 — 1987
JD, Business
Tufts University 1979 — 1983
BA, English
The Hotchkiss School 1974 — 1978
Dana Toth's ForstmannLeff Experience January 2003 - November 2005
Job Special Education Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2012 - Present
The Blackstone Group November 2005 - September 2009
The Blackstone Group November 2005 - November 2006
ForstmannLeff January 2003 - November 2005
ForstmannLeff September 2001 - December 2003
A+ Learning Center March 1994 - January 2002
Education
Adelphi University 2010 — 2012
Master's Degree, Special Education and English, 7-12
State University of New York College at Cortland 1991 — 1993
BA, English Literature
NYC Department of Education September 2012 - Present
The Blackstone Group November 2005 - September 2009
The Blackstone Group November 2005 - November 2006
ForstmannLeff January 2003 - November 2005
ForstmannLeff September 2001 - December 2003
A+ Learning Center March 1994 - January 2002
Education
Adelphi University 2010 — 2012
Master's Degree, Special Education and English, 7-12
State University of New York College at Cortland 1991 — 1993
BA, English Literature
John Rhodes, CFA's ForstmannLeff Experience March 2004 - May 2006
Job Partner and Chief Investment Officer at AP Wealth Management LLC
Industry Investment Management
Experience
AP Wealth Management, LLC January 2010 - Present
ForstmannLeff March 2004 - May 2006
Credit Suisse July 2000 - March 2004
Bankers Trust February 1991 - April 1996
Equitable Life August 1985 - February 1991
Skills
Investment Banking, Investment Properties, Real Estate Development, Investment Management, Asset Allocation, High Yield Bonds, Microsoft Office, Leadership, Chartered Financial..., Investment Strategies, Due Diligence
Education
Georgia Tech 1980 — 1984
Bachelor of Science (B.S.)
AP Wealth Management, LLC January 2010 - Present
ForstmannLeff March 2004 - May 2006
Credit Suisse July 2000 - March 2004
Bankers Trust February 1991 - April 1996
Equitable Life August 1985 - February 1991
Skills
Investment Banking, Investment Properties, Real Estate Development, Investment Management, Asset Allocation, High Yield Bonds, Microsoft Office, Leadership, Chartered Financial..., Investment Strategies, Due Diligence
Education
Georgia Tech 1980 — 1984
Bachelor of Science (B.S.)
Charles Rupinski's ForstmannLeff Experience 2000 - 2006
Job Director and Senior AnalystShipping at Global Hunter Securities
Industry Financial Services
Experience
Global Hunter Securities September 2014 - Present
Drewry February 2014 - August 2014
Charles Rupinski February 2010 - January 2014
Maxim Group 2007 - 2010
ForstmannLeff 2000 - 2006
Morgan Stanley 1994 - 1999
Price Waterhouse 1993 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Capital Markets, Asset Management, Corporate Finance, Derivatives, Options, Equities, Alternative Investments, Valuation
Education
Bowdoin College
A.B. Cum Laude, Government and History
Columbia University - Columbia Business School
MBA, Finance
University of Cambridge
MPhil, Social and Political Theory
Global Hunter Securities September 2014 - Present
Drewry February 2014 - August 2014
Charles Rupinski February 2010 - January 2014
Maxim Group 2007 - 2010
ForstmannLeff 2000 - 2006
Morgan Stanley 1994 - 1999
Price Waterhouse 1993 - 1994
Skills
Hedge Funds, Portfolio Management, Investments, Capital Markets, Asset Management, Corporate Finance, Derivatives, Options, Equities, Alternative Investments, Valuation
Education
Bowdoin College
A.B. Cum Laude, Government and History
Columbia University - Columbia Business School
MBA, Finance
University of Cambridge
MPhil, Social and Political Theory
Timothy Buckley's ForstmannLeff Experience May 2004 - April 2006
Job Equity Analyst
Industry Investment Management
Experience
LMCG Investments December 2014 - Present
Surveyor Capital June 2014 - December 2014
Ty View Capital, LLC March 2013 - September 2013
Saddle Ridge Capital September 2012 - March 2013
Evercore Asset Management February 2009 - December 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff May 2004 - April 2006
Schroder Investment Management North America, Inc. September 1998 - May 2004
State Street Research and Management August 1996 - September 1998
FDIC July 1989 - July 1994
Skills
Portfolio Management, Investments, Asset Management, Equities, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Economics, Finance, Financial Modeling, Hedge Funds, Valuation, Mutual Funds, Management, Insurance, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Management
Boston College - Carroll School of Management 1985 — 1989
BS, Finance and Economics, Magna Cum Laude
LMCG Investments December 2014 - Present
Surveyor Capital June 2014 - December 2014
Ty View Capital, LLC March 2013 - September 2013
Saddle Ridge Capital September 2012 - March 2013
Evercore Asset Management February 2009 - December 2011
AG Asset Management May 2006 - January 2009
ForstmannLeff May 2004 - April 2006
Schroder Investment Management North America, Inc. September 1998 - May 2004
State Street Research and Management August 1996 - September 1998
FDIC July 1989 - July 1994
Skills
Portfolio Management, Investments, Asset Management, Equities, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Economics, Finance, Financial Modeling, Hedge Funds, Valuation, Mutual Funds, Management, Insurance, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Management
Boston College - Carroll School of Management 1985 — 1989
BS, Finance and Economics, Magna Cum Laude
Elizabeth Armstrong, CFA's ForstmannLeff Experience 1990 - 1997
Job Independent Investment Management Professional
Industry Investment Management
Experience
AllianceBernstein 2005 - 2007
GIC 2001 - 2005
Invesco 1997 - 2001
ForstmannLeff 1990 - 1997
Skills
Equities, Equity Research, Investment Management, Hedge Funds, Financial Analysis, Fixed Income, Equity Valuation, Investments, Asset Management, Alternative Investments, Portfolio Management, Valuation
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA), Finance, General
State University of New York College at Brockport
Bachelor of Science (BS)
St. Michael's Academy
AllianceBernstein 2005 - 2007
GIC 2001 - 2005
Invesco 1997 - 2001
ForstmannLeff 1990 - 1997
Skills
Equities, Equity Research, Investment Management, Hedge Funds, Financial Analysis, Fixed Income, Equity Valuation, Investments, Asset Management, Alternative Investments, Portfolio Management, Valuation
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA), Finance, General
State University of New York College at Brockport
Bachelor of Science (BS)
St. Michael's Academy
Carol Roman's ForstmannLeff Experience September 2000 - November 2005
Job Assistant Vice President/Sr. Portfolio Administrator
Industry Investment Management
Experience
Pinnacle Associates 2006 - Present
ForstmannLeff September 2000 - November 2005
Kolinksy Hill Financial Group March 2000 - August 2000
Financial Partners Capital Management October 1997 - March 2000
H.N. Howard & Son, Inc. June 1989 - October 1997
Skills
Equities, Bloomberg, Fixed Income, Asset Allocation, Client Billing, Web Services
Education
Queens College
Pinnacle Associates 2006 - Present
ForstmannLeff September 2000 - November 2005
Kolinksy Hill Financial Group March 2000 - August 2000
Financial Partners Capital Management October 1997 - March 2000
H.N. Howard & Son, Inc. June 1989 - October 1997
Skills
Equities, Bloomberg, Fixed Income, Asset Allocation, Client Billing, Web Services
Education
Queens College
Deborah Zuckerberg Levine's ForstmannLeff Experience March 2001 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
Steinberg Asset Management, LLC May 2004 - May 2008
ForstmannLeff March 2001 - April 2004
Laptop 2000 - 2000
Laptop 2000 - 2000
Laptop 2000 - 2000
Education
College of St. Rose, Albany, NY
Master of Science (MS), Speech-Language Pathology
State University of New York College at Cortland
Bachelor of Science (BS), Speech-Language Pathology
Steinberg Asset Management, LLC May 2004 - May 2008
ForstmannLeff March 2001 - April 2004
Laptop 2000 - 2000
Laptop 2000 - 2000
Laptop 2000 - 2000
Education
College of St. Rose, Albany, NY
Master of Science (MS), Speech-Language Pathology
State University of New York College at Cortland
Bachelor of Science (BS), Speech-Language Pathology