Franklin Street Partners
Industry: Company
DescriptionFounded: 1990 Subsidiaries: Franklin Street Asset Management, Franklin Street Securities, Inc.
Franklin Street Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Franklin Street Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Franklin Street Partners Employees
Employee
Years
Job
Industry
Bryan Kozin Bryan Kozin's Franklin Street Partners Experience March 2014 - May 2014
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Franklin Street Partners March 2014 - May 2014
Elon University September 2013 - January 2014
DecisionPoint International May 2013 - August 2013
iBrewster Art Galleries December 2012 - January 2013
Skills
Leadership, Public Speaking, Finance, Management, Market Research, Computer Hardware, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Macro Analysis, Customer Service, Social Media, Research, Accounting, Sales, Analysis, Microsoft Excel, Economics, Salesforce.com, Capital IQ, Gartner, Microsoft Word, Event Planning
Education
Elon University 2012 — 2016
Bachelor's Degree, Finance & Economics
Lower Merion High School 2008 — 2012
High School
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Franklin Street Partners March 2014 - May 2014
Elon University September 2013 - January 2014
DecisionPoint International May 2013 - August 2013
iBrewster Art Galleries December 2012 - January 2013
Skills
Leadership, Public Speaking, Finance, Management, Market Research, Computer Hardware, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Macro Analysis, Customer Service, Social Media, Research, Accounting, Sales, Analysis, Microsoft Excel, Economics, Salesforce.com, Capital IQ, Gartner, Microsoft Word, Event Planning
Education
Elon University 2012 — 2016
Bachelor's Degree, Finance & Economics
Lower Merion High School 2008 — 2012
High School
Samuel Rizzo Samuel Rizzo's Franklin Street Partners Experience September 2011 - April 2012
Job International Programs Specialist and Presidential Management Fellow at Bureau of Safety and Environmental Enforcement
Industry International Affairs
Experience
Bureau of Safety and Environmental Enforcement August 2014 - Present
US Trade Representative February 2014 - May 2014
American Chamber of Commerce to the European Union (AmCham EU) May 2013 - August 2013
Johns Hopkins School of Advanced International Studies September 2012 - May 2013
Pädagogische Hochschule Ludwigsburg April 2012 - August 2012
Franklin Street Partners September 2011 - April 2012
Comunidad de Madrid September 2009 - July 2011
Spanish Embassy - Cultural Office May 2008 - August 2008
Skills
Foreign Policy, European Union, International Economics, International Relations, Intercultural..., Spanish, International Political..., Microsoft Office, Qualitative Research, Italian, Trade Policy, Foreign Trade Policy, Governmental Affairs, Jazz Guitar, European Studies, Quantitative Research, Oral & Written..., Wealth Management, International..., Offshore Oil & Gas, Energy Policy, Regulatory Affairs
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (MA), International Economics and European Studies
The College of William and Mary 2005 — 2009
Bachelor of Arts (BA), Hispanic Studies, summa cum laude
Bureau of Safety and Environmental Enforcement August 2014 - Present
US Trade Representative February 2014 - May 2014
American Chamber of Commerce to the European Union (AmCham EU) May 2013 - August 2013
Johns Hopkins School of Advanced International Studies September 2012 - May 2013
Pädagogische Hochschule Ludwigsburg April 2012 - August 2012
Franklin Street Partners September 2011 - April 2012
Comunidad de Madrid September 2009 - July 2011
Spanish Embassy - Cultural Office May 2008 - August 2008
Skills
Foreign Policy, European Union, International Economics, International Relations, Intercultural..., Spanish, International Political..., Microsoft Office, Qualitative Research, Italian, Trade Policy, Foreign Trade Policy, Governmental Affairs, Jazz Guitar, European Studies, Quantitative Research, Oral & Written..., Wealth Management, International..., Offshore Oil & Gas, Energy Policy, Regulatory Affairs
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (MA), International Economics and European Studies
The College of William and Mary 2005 — 2009
Bachelor of Arts (BA), Hispanic Studies, summa cum laude
Dave Trettel Dave Trettel's Franklin Street Partners Experience December 2010 - April 2014
Job Financial Rep., Princor Registered Rep., Investment Adviser Rep.
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Mutual of Omaha November 2014 - July 2015
Franklin Street Partners December 2010 - April 2014
DUMAC, LLC (previously Duke Management Company) May 2007 - November 2010
Sageworks, Inc January 2006 - March 2007
Skills
Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Advisory, Alternative Investments, Financial Planning, Retirement Planning
Education
North Carolina State University 2004 — 2006
MBA, Finance Concentration
Penn State University 2000 — 2004
Bachelor of Science, Finance and Economics
Principal Financial Group September 2015 - Present
Mutual of Omaha November 2014 - July 2015
Franklin Street Partners December 2010 - April 2014
DUMAC, LLC (previously Duke Management Company) May 2007 - November 2010
Sageworks, Inc January 2006 - March 2007
Skills
Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Advisory, Alternative Investments, Financial Planning, Retirement Planning
Education
North Carolina State University 2004 — 2006
MBA, Finance Concentration
Penn State University 2000 — 2004
Bachelor of Science, Finance and Economics
Colin Kelly Colin Kelly's Franklin Street Partners Experience November 2005 - April 2007
Job Investment Analyst at KDI Capital Partners
Industry Investment Management
Experience
KDI Capital Partners October 2012 - Present
Square 1 Bank October 2011 - October 2012
Square 1 Bank April 2010 - October 2011
Schonfeld Securities June 2007 - March 2010
Franklin Street Partners November 2005 - April 2007
Skills
Equities, Economics, Financial Modeling, Portfolio Management, Microsoft Excel, Venture Debt, Asset Managment, Banking, Credit, Investments, Credit Analysis, Venture Capital, Valuation, Asset Management, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
MBA
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics, Geography
McCallie School 2000 — 2003
High School Diploma
KDI Capital Partners October 2012 - Present
Square 1 Bank October 2011 - October 2012
Square 1 Bank April 2010 - October 2011
Schonfeld Securities June 2007 - March 2010
Franklin Street Partners November 2005 - April 2007
Skills
Equities, Economics, Financial Modeling, Portfolio Management, Microsoft Excel, Venture Debt, Asset Managment, Banking, Credit, Investments, Credit Analysis, Venture Capital, Valuation, Asset Management, Capital Markets, Financial Analysis, Hedge Funds, Due Diligence, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
MBA
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics, Geography
McCallie School 2000 — 2003
High School Diploma
Benjamin Gregory Benjamin Gregory's Franklin Street Partners Experience May 2005 - September 2005
Job Director/Advisor, Benchmarking & Best Practices at Best Practices, LLC
Industry Research
Experience
Best Practices, LLC February 2015 - Present
Best Practices, LLC November 2011 - February 2015
Best Practices LLC January 2009 - November 2011
Best Practices LLC May 2007 - September 2007
Northwestern Mutual Life May 2006 - April 2007
Franklin Street Partners May 2005 - September 2005
Skills
Data Analysis, Market Research, Competitive Intelligence, Pharmaceutical Industry, Competitive Analysis, Research, Economics, Statistics, Medical Affairs, Medical Devices, Management, Managed Markets, Healthcare, Commercialization, Biotechnology, Leadership, Market Analysis, Managed Markets..., Product Launch, Analytics, Strategy, Proposal Writing, Oncology, Analysis, Strategic Planning, Pharmaceuticals
Education
University of North Carolina at Chapel Hill 2005 — 2008
BA, Economics
North Carolina State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
apex high
Best Practices, LLC February 2015 - Present
Best Practices, LLC November 2011 - February 2015
Best Practices LLC January 2009 - November 2011
Best Practices LLC May 2007 - September 2007
Northwestern Mutual Life May 2006 - April 2007
Franklin Street Partners May 2005 - September 2005
Skills
Data Analysis, Market Research, Competitive Intelligence, Pharmaceutical Industry, Competitive Analysis, Research, Economics, Statistics, Medical Affairs, Medical Devices, Management, Managed Markets, Healthcare, Commercialization, Biotechnology, Leadership, Market Analysis, Managed Markets..., Product Launch, Analytics, Strategy, Proposal Writing, Oncology, Analysis, Strategic Planning, Pharmaceuticals
Education
University of North Carolina at Chapel Hill 2005 — 2008
BA, Economics
North Carolina State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
apex high
John Wallace, CFA John Wallace, CFA's Franklin Street Partners Experience December 2011 - Present
Job Head of Global Equity and Real Asset Strategies at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners December 2011 - Present
Franklin Street Partners January 2011 - Present
Belltower Advisors, LLC August 2010 - August 2010
JPMorgan Private Bank June 2010 - July 2010
Smith Breeden Associates 2006 - 2009
Main Street Restaurant Group, Inc. 2003 - 2006
MarketBridge 2002 - 2003
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Strategy, Equities, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Equity Research, Fund Of Funds, Bloomberg, Capital Markets, Mutual Funds, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA
Franklin Street Partners December 2011 - Present
Franklin Street Partners January 2011 - Present
Belltower Advisors, LLC August 2010 - August 2010
JPMorgan Private Bank June 2010 - July 2010
Smith Breeden Associates 2006 - 2009
Main Street Restaurant Group, Inc. 2003 - 2006
MarketBridge 2002 - 2003
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Modeling, Strategy, Equities, Corporate Finance, Financial Analysis, Valuation, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Equity Research, Fund Of Funds, Bloomberg, Capital Markets, Mutual Funds, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA
Chelsea Manzon Chelsea Manzon's Franklin Street Partners Experience June 2009 - January 2013
Job Rehabilitation Counselor at Cornerstone Montgomery
Industry Mental Health Care
Experience
Cornerstone Montgomery June 2014 - Present
University of Maryland May 2013 - May 2014
University of Maryland January 2013 - May 2013
Franklin Street Partners June 2009 - January 2013
Skills
Counseling Psychology, Human Development, German, Proficient Typing Skills, Microsoft Office, Speed Reading, Published Author, Theatrical Production, Communication, English language skills, Leadership
Education
University of Maryland College Park 2012 — 2014
Bachelor's Degree, Psychology, Alumna
High Point University 2010 — 2012
Counseling Psychology, Freshman - Sophomore
Cornerstone Montgomery June 2014 - Present
University of Maryland May 2013 - May 2014
University of Maryland January 2013 - May 2013
Franklin Street Partners June 2009 - January 2013
Skills
Counseling Psychology, Human Development, German, Proficient Typing Skills, Microsoft Office, Speed Reading, Published Author, Theatrical Production, Communication, English language skills, Leadership
Education
University of Maryland College Park 2012 — 2014
Bachelor's Degree, Psychology, Alumna
High Point University 2010 — 2012
Counseling Psychology, Freshman - Sophomore
Don Rives Don Rives's Franklin Street Partners Experience March 1999 - Present
Job Compliance Officer/IT Manager at Franklin Street PartnersChapel Hill, NC
Industry Investment Management
Experience
Franklin Street Partners March 1999 - Present
Centura Bank January 1984 - March 1999
Skills
Asset Management, Portfolio Management, Investments, Bloomberg, Equities, Hedge Funds, Mutual Funds, Wealth Management, Fixed Income, Management, Financial Services
Education
University of North Carolina at Chapel Hill 1979 — 1983
Franklin Street Partners March 1999 - Present
Centura Bank January 1984 - March 1999
Skills
Asset Management, Portfolio Management, Investments, Bloomberg, Equities, Hedge Funds, Mutual Funds, Wealth Management, Fixed Income, Management, Financial Services
Education
University of North Carolina at Chapel Hill 1979 — 1983
Alex Rakow, CFA Alex Rakow, CFA's Franklin Street Partners Experience 2009 - 2012
Job Investment Banking Associate at Barclays
Industry Investment Banking
Experience
Barclays July 2014 - Present
Barclays June 2013 - August 2013
Franklin Street Partners 2009 - 2012
Franklin Street Partners 2007 - 2009
Credit Suisse 2006 - 2007
Skills
Valuation, Asset Managment, Bloomberg, Alternative Investments, Financial Modeling, FDS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
Elizabethtown College 2002 — 2006
BA, Economics
Barclays July 2014 - Present
Barclays June 2013 - August 2013
Franklin Street Partners 2009 - 2012
Franklin Street Partners 2007 - 2009
Credit Suisse 2006 - 2007
Skills
Valuation, Asset Managment, Bloomberg, Alternative Investments, Financial Modeling, FDS
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
Elizabethtown College 2002 — 2006
BA, Economics
Johns N. Ellington, CFA Johns N. Ellington, CFA's Franklin Street Partners Experience September 2015 - Present
Job Client Portfolio Strategist at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners September 2015 - Present
BB&T June 2013 - August 2015
BB&T October 2008 - May 2013
BB&T August 2002 - September 2008
Bank of America May 1993 - August 2000
The Washington Consulting Group, Inc March 1989 - May 1990
Triton Corporation June 1986 - February 1989
Skills
Portfolio Management, Asset Allocation, Investment Management, Equities, Investments, Asset Management, Wealth Management, Fixed Income, Financial Services, Corporate Finance, Investment Advisory, Securities, Project Management, Asset Managment, Bloomberg, Valuation, Financial Modeling
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance Specialization
The University of Manchester 1984 — 1985
MA, Economic and Political Development
University of North Carolina at Chapel Hill 1977 — 1981
BA, English
Woodberry Forest School 1974 — 1977
Diploma
Franklin Street Partners September 2015 - Present
BB&T June 2013 - August 2015
BB&T October 2008 - May 2013
BB&T August 2002 - September 2008
Bank of America May 1993 - August 2000
The Washington Consulting Group, Inc March 1989 - May 1990
Triton Corporation June 1986 - February 1989
Skills
Portfolio Management, Asset Allocation, Investment Management, Equities, Investments, Asset Management, Wealth Management, Fixed Income, Financial Services, Corporate Finance, Investment Advisory, Securities, Project Management, Asset Managment, Bloomberg, Valuation, Financial Modeling
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance Specialization
The University of Manchester 1984 — 1985
MA, Economic and Political Development
University of North Carolina at Chapel Hill 1977 — 1981
BA, English
Woodberry Forest School 1974 — 1977
Diploma
Welsford Scott Bishopric Welsford Scott Bishopric's Franklin Street Partners Experience August 2013 - December 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Elon University April 2013 - March 2014
Franklin Street Partners August 2013 - December 2013
Bank of America Merrill Lynch May 2013 - August 2013
Elon Student Government Association March 2012 - April 2013
The Elon Network March 2012 - April 2013
Bank of America Merrill Lynch May 2012 - August 2012
The Elon Network May 2011 - March 2012
Elon Student Government Association March 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Bloomberg Terminal, Hedge Funds, Corporate Finance, Alternative Investments, LBO, Analysis, Strategic Planning, Finance, Leadership
Education
Elon University 2010 — 2014
Bachelor of Science, Finance & Economics
Bank of America Merrill Lynch July 2014 - Present
Elon University April 2013 - March 2014
Franklin Street Partners August 2013 - December 2013
Bank of America Merrill Lynch May 2013 - August 2013
Elon Student Government Association March 2012 - April 2013
The Elon Network March 2012 - April 2013
Bank of America Merrill Lynch May 2012 - August 2012
The Elon Network May 2011 - March 2012
Elon Student Government Association March 2011 - March 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Capital Markets, Fixed Income, Financial Analysis, Derivatives, Bloomberg Terminal, Hedge Funds, Corporate Finance, Alternative Investments, LBO, Analysis, Strategic Planning, Finance, Leadership
Education
Elon University 2010 — 2014
Bachelor of Science, Finance & Economics
Craven Randall Casper Craven Randall Casper's Franklin Street Partners Experience June 2005 - August 2007
Job Real Estate Investment Management
Industry Real Estate
Experience
Coldwell Banker Spectrum Properties February 2014 - April 2015
AREA April 2012 - January 2014
ING Real Estate Investment Management September 2007 - April 2013
Franklin Street Partners June 2005 - August 2007
Casper & Moore Advertising (C&M Advertising) / First Carolina State Bank September 1999 - June 2005
Skills
Real Estate Development, Asset Management, Valuation, Investments, Equities, Private Equity, Alternative Investments, Due Diligence, Financial Modeling, Financial Analysis, Capital Markets, Investment Management, Real Estate Economics, Mergers & Acquisitions, Acquisitions, Investor Relations, Real Estate Private..., Structured Finance, Real Estate Financing, Strategy, Real Estate, Property Management, Finance, Budgets, Sales, Business Development, Commercial Real Estate, Investment Properties, Management, Leases, Real Estate Transactions, Leadership, Contract Negotiation, Marketing, Portfolio Management, Brokerage, Strategic Planning, Residential Homes, Negotiation, Dispositions, Analysis, Corporate Real Estate, Start-ups, Investors, Entrepreneurship, New Business Development, Social Media, CRM, Public Speaking, Consulting
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of Business Administration (MBA), Business Administration, Finance and Real Estate
The Johns Hopkins University - Carey Business School 2008 — 2011
Master of Science in Real Estate (MSRE), Business, Finance and Real Estate
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), History and Political Science, Honors
University of Virginia 2003 — 2004
History, Honors Program at The Corcoran Department of History
King's College London, U. of London 2003 — 2003
History, UNC Honors Program
Coldwell Banker Spectrum Properties February 2014 - April 2015
AREA April 2012 - January 2014
ING Real Estate Investment Management September 2007 - April 2013
Franklin Street Partners June 2005 - August 2007
Casper & Moore Advertising (C&M Advertising) / First Carolina State Bank September 1999 - June 2005
Skills
Real Estate Development, Asset Management, Valuation, Investments, Equities, Private Equity, Alternative Investments, Due Diligence, Financial Modeling, Financial Analysis, Capital Markets, Investment Management, Real Estate Economics, Mergers & Acquisitions, Acquisitions, Investor Relations, Real Estate Private..., Structured Finance, Real Estate Financing, Strategy, Real Estate, Property Management, Finance, Budgets, Sales, Business Development, Commercial Real Estate, Investment Properties, Management, Leases, Real Estate Transactions, Leadership, Contract Negotiation, Marketing, Portfolio Management, Brokerage, Strategic Planning, Residential Homes, Negotiation, Dispositions, Analysis, Corporate Real Estate, Start-ups, Investors, Entrepreneurship, New Business Development, Social Media, CRM, Public Speaking, Consulting
Education
The Johns Hopkins University - Carey Business School 2011 — 2013
Master of Business Administration (MBA), Business Administration, Finance and Real Estate
The Johns Hopkins University - Carey Business School 2008 — 2011
Master of Science in Real Estate (MSRE), Business, Finance and Real Estate
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), History and Political Science, Honors
University of Virginia 2003 — 2004
History, Honors Program at The Corcoran Department of History
King's College London, U. of London 2003 — 2003
History, UNC Honors Program
Merrette Moore's Franklin Street Partners Experience May 1999 - December 2001
Job Managing Director at Lookout Capital
Industry Investment Management
Experience
Lookout Capital July 2010 - Present
Rex Health Ventures January 2012 - Present
IDEA Fund Partners January 2007 - December 2010
NC IDEA May 2005 - December 2007
MCNC Ventures January 2002 - April 2005
Franklin Street Partners May 1999 - December 2001
Boutique Investment Bank August 1998 - March 1999
Franklin Street / Fairview Capital May 1997 - May 1998
Wachovia Bank January 1994 - April 1996
Skills
Private Equity, Strategy, Financial Modeling, Due Diligence, Investments, Portfolio Management, Management, Capital Raising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
Carolina Business Institute (Kenan Flagler Business School) 1993 — 1993
University of North Carolina at Chapel Hill 1989 — 1993
BA
Episcopal High School 1986 — 1989
Lookout Capital July 2010 - Present
Rex Health Ventures January 2012 - Present
IDEA Fund Partners January 2007 - December 2010
NC IDEA May 2005 - December 2007
MCNC Ventures January 2002 - April 2005
Franklin Street Partners May 1999 - December 2001
Boutique Investment Bank August 1998 - March 1999
Franklin Street / Fairview Capital May 1997 - May 1998
Wachovia Bank January 1994 - April 1996
Skills
Private Equity, Strategy, Financial Modeling, Due Diligence, Investments, Portfolio Management, Management, Capital Raising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
Carolina Business Institute (Kenan Flagler Business School) 1993 — 1993
University of North Carolina at Chapel Hill 1989 — 1993
BA
Episcopal High School 1986 — 1989
Rob Ragsdale Rob Ragsdale's Franklin Street Partners Experience 2003 - March 2011
Job Partner at Balentine
Industry Investment Management
Experience
Balentine January 2013 - Present
Balentine March 2011 - January 2013
Franklin Street Partners 2003 - March 2011
Trident Financial Corp./Trident Securities, Inc. 2000 - 2002
First Union National Bank June 1998 - June 2000
Skills
Asset Managment, Risk Management, Equities, Investments, Strategy, Investment Advisory, Management, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Institutional..., Asset Allocation, Financial Modeling, Wealth Management, Investment Banking, Investment Management, Hedge Funds, Financial Analysis, Strategic Planning, Financial Services, Valuation, Series 7, Pensions
Education
Duke University - The Fuqua School of Business 2002 — 2004
M.B.A., Finance
University of North Carolina at Chapel Hill
B.A., Psychology & History
The Lawrenceville School 1989 — 1993
Diploma
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Balentine January 2013 - Present
Balentine March 2011 - January 2013
Franklin Street Partners 2003 - March 2011
Trident Financial Corp./Trident Securities, Inc. 2000 - 2002
First Union National Bank June 1998 - June 2000
Skills
Asset Managment, Risk Management, Equities, Investments, Strategy, Investment Advisory, Management, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Institutional..., Asset Allocation, Financial Modeling, Wealth Management, Investment Banking, Investment Management, Hedge Funds, Financial Analysis, Strategic Planning, Financial Services, Valuation, Series 7, Pensions
Education
Duke University - The Fuqua School of Business 2002 — 2004
M.B.A., Finance
University of North Carolina at Chapel Hill
B.A., Psychology & History
The Lawrenceville School 1989 — 1993
Diploma
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Hampden-Sydney College
Chuck Mahaffey, AIF® Chuck Mahaffey, AIF®'s Franklin Street Partners Experience November 2010 - Present
Job Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners November 2010 - Present
Greenbriar Consulting, LLC November 2009 - November 2010
The Citadel Foundation March 2009 - October 2009
Greenbriar Consulting, LLC January 2008 - March 2009
Wachovia Trust Nonprofit and Philanthropic Services Group June 2002 - January 2007
Wachovia Asset Management January 1998 - December 2001
Wachovia Asset Management January 1996 - December 1998
Wachovia Asset Management June 1982 - December 1996
Skills
Asset Management, Wealth Management, Asset Managment, Retirement Planning, Nonprofits, Portfolio Management, Investments, Mutual Funds, Strategy, Investment Strategies, Asset Allocation, Estate Planning, Philanthropy, Charities, Leadership, Investment Management, Strategic Planning, Fundraising
Education
East Carolina University
Bachelor of Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
None, Graduate of Executive Institute - UNC Graduate School of Business
Franklin Street Partners November 2010 - Present
Greenbriar Consulting, LLC November 2009 - November 2010
The Citadel Foundation March 2009 - October 2009
Greenbriar Consulting, LLC January 2008 - March 2009
Wachovia Trust Nonprofit and Philanthropic Services Group June 2002 - January 2007
Wachovia Asset Management January 1998 - December 2001
Wachovia Asset Management January 1996 - December 1998
Wachovia Asset Management June 1982 - December 1996
Skills
Asset Management, Wealth Management, Asset Managment, Retirement Planning, Nonprofits, Portfolio Management, Investments, Mutual Funds, Strategy, Investment Strategies, Asset Allocation, Estate Planning, Philanthropy, Charities, Leadership, Investment Management, Strategic Planning, Fundraising
Education
East Carolina University
Bachelor of Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
None, Graduate of Executive Institute - UNC Graduate School of Business
Kyle Ingerman Kyle Ingerman's Franklin Street Partners Experience June 2013 - September 2013
Job Advisory Associate at KPMG
Industry Management Consulting
Experience
KPMG August 2014 - Present
Franklin Street Partners June 2013 - September 2013
Skills
Healthcare Consulting, Healthcare Information..., Valuation, Financial Modeling, Equities, Microsoft Excel, Economics, Financial Analysis, PowerPoint, Investments, DCF Valuation, FactSet, Public Speaking, Strategy, Stata, SAS, Microsoft Office, Social Media, IT Solutions
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Double Major: Economics & Geography
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program, Financial Economics, Financial Accounting, Spreadsheet Modeling, Strategy, and Marketing
Anglo-American University, Prague
Economics
KPMG August 2014 - Present
Franklin Street Partners June 2013 - September 2013
Skills
Healthcare Consulting, Healthcare Information..., Valuation, Financial Modeling, Equities, Microsoft Excel, Economics, Financial Analysis, PowerPoint, Investments, DCF Valuation, FactSet, Public Speaking, Strategy, Stata, SAS, Microsoft Office, Social Media, IT Solutions
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), Double Major: Economics & Geography
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program, Financial Economics, Financial Accounting, Spreadsheet Modeling, Strategy, and Marketing
Anglo-American University, Prague
Economics
Bob Merritt Bob Merritt's Franklin Street Partners Experience 2000 - 2003
Job Broker at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty-Kernersville September 2005 - Present
Professionals in Transition 2009 - 2011
Franklin Street Partners 2000 - 2003
Wachovia Bank 1985 - 1999
Skills
First Time Home Buyers, Relocation, Sellers, Listings, Short Sales, Buyers, Condos, Business Development, New Home Sales, ABR, Foreclosures, Buyer Representation, Residential Homes, Team Building, Real Estate, Customer Service, Move Up Buyers, Investment Properties
Education
North Carolina State University 1970 — 1974
Textile Tech., Economics, Textiles
Rocky Mount Sr. High School 1968 — 1970
High School
Keller Williams Realty-Kernersville September 2005 - Present
Professionals in Transition 2009 - 2011
Franklin Street Partners 2000 - 2003
Wachovia Bank 1985 - 1999
Skills
First Time Home Buyers, Relocation, Sellers, Listings, Short Sales, Buyers, Condos, Business Development, New Home Sales, ABR, Foreclosures, Buyer Representation, Residential Homes, Team Building, Real Estate, Customer Service, Move Up Buyers, Investment Properties
Education
North Carolina State University 1970 — 1974
Textile Tech., Economics, Textiles
Rocky Mount Sr. High School 1968 — 1970
High School
Matt Mongia's Franklin Street Partners Experience July 2000 - August 2004
Job Operating Partner
Industry Venture Capital & Private Equity
Experience
MMIC Investment Holdings, Inc. August 2014 - Present
Thoma Bravo, LLC September 2011 - September 2014
Vishwas Capital, LLC September 2004 - May 2013
Religare Global Asset Management, Inc. February 2009 - July 2011
Monsoon Capital December 2004 - January 2007
Franklin Street Partners July 2000 - August 2004
Fidelity Management & Research December 1993 - June 2000
Skills
Transaction Structuring, Mergers & Acquisitions, Corporate Development, Portfolio Management, Portfolio Strategy, Manager Selection, Asset Management, Derivatives, India Capital Markets, Joint Ventures, Cross-border..., Corporate Governance, Advisory Boards, Private Equity, Equity Research, Hedge Funds, Mutual Funds, Fund Of Funds, Fund Formation, Mergers, Asset Managment, Valuation, Investment Banking, Capital Markets, Financial Structuring, Alternative Investments, Investments
Education
Duke University 1989 — 1993
BA
Harvard University 1988 — 1988
Summer Session
MMIC Investment Holdings, Inc. August 2014 - Present
Thoma Bravo, LLC September 2011 - September 2014
Vishwas Capital, LLC September 2004 - May 2013
Religare Global Asset Management, Inc. February 2009 - July 2011
Monsoon Capital December 2004 - January 2007
Franklin Street Partners July 2000 - August 2004
Fidelity Management & Research December 1993 - June 2000
Skills
Transaction Structuring, Mergers & Acquisitions, Corporate Development, Portfolio Management, Portfolio Strategy, Manager Selection, Asset Management, Derivatives, India Capital Markets, Joint Ventures, Cross-border..., Corporate Governance, Advisory Boards, Private Equity, Equity Research, Hedge Funds, Mutual Funds, Fund Of Funds, Fund Formation, Mergers, Asset Managment, Valuation, Investment Banking, Capital Markets, Financial Structuring, Alternative Investments, Investments
Education
Duke University 1989 — 1993
BA
Harvard University 1988 — 1988
Summer Session
Graham Pitt Graham Pitt's Franklin Street Partners Experience January 2012 - May 2012
Job Senior Financial Analyst at Charlotte Hornets
Industry Sports
Experience
Charlotte Hornets July 2012 - Present
Franklin Street Partners January 2012 - May 2012
Discovery Communications September 2010 - December 2010
Grand Teton Lodge Company May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Reporting, Bloomberg, FactSet, Planning Budgeting &..., Great Plains Software, Finance, Public Speaking, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science, Business Administration
Charlotte Hornets July 2012 - Present
Franklin Street Partners January 2012 - May 2012
Discovery Communications September 2010 - December 2010
Grand Teton Lodge Company May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Reporting, Bloomberg, FactSet, Planning Budgeting &..., Great Plains Software, Finance, Public Speaking, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science, Business Administration
Cong (Daniel) Chen Cong (Daniel) Chen's Franklin Street Partners Experience May 2014 - August 2014
Job MBA, University of North Carolina KenanFlagler Business School
Industry Financial Services
Experience
Amazon June 2015 - Present
Franklin Street Partners May 2014 - August 2014
Deloitte Touche Tohmatsu Certified Public Accountants LLP 2010 - 2013
UOB July 2009 - August 2009
Agricultural Bank of China July 2008 - August 2008
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
Shanghai International Studies University 2006 — 2010
Bachelor's degree of economics, Finance, Top 3%
Amazon June 2015 - Present
Franklin Street Partners May 2014 - August 2014
Deloitte Touche Tohmatsu Certified Public Accountants LLP 2010 - 2013
UOB July 2009 - August 2009
Agricultural Bank of China July 2008 - August 2008
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
Shanghai International Studies University 2006 — 2010
Bachelor's degree of economics, Finance, Top 3%
Anne Marie Hamner Anne Marie Hamner's Franklin Street Partners Experience August 2012 - April 2013
Job Strategic Pricing Analyst II at Quintiles
Industry Pharmaceuticals
Experience
Quintiles April 2015 - Present
Quintiles December 2013 - Present
Quintiles May 2013 - December 2013
Unity Center of Peace October 2012 - July 2013
Franklin Street Partners August 2012 - April 2013
Kenan-Flagler Business School June 2012 - September 2012
Skills
Project Management, Microsoft Office, Marketing, Process Improvement, Recruiting, Leadership Development, Organizational..., Microsoft Excel, Customer Service, Visio, Business Process Mapping, PowerPoint, Microsoft Word, Outlook, Pricing Analysis
Education
Appalachian State University 2008 — 2012
B.A., Psychology, Entrepreneurship, 3.83 Magna Cum Laude
Quintiles April 2015 - Present
Quintiles December 2013 - Present
Quintiles May 2013 - December 2013
Unity Center of Peace October 2012 - July 2013
Franklin Street Partners August 2012 - April 2013
Kenan-Flagler Business School June 2012 - September 2012
Skills
Project Management, Microsoft Office, Marketing, Process Improvement, Recruiting, Leadership Development, Organizational..., Microsoft Excel, Customer Service, Visio, Business Process Mapping, PowerPoint, Microsoft Word, Outlook, Pricing Analysis
Education
Appalachian State University 2008 — 2012
B.A., Psychology, Entrepreneurship, 3.83 Magna Cum Laude
Nicholas Nohling Nicholas Nohling's Franklin Street Partners Experience January 2011 - January 2012
Job Associate at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2014 - January 2015
Citi June 2012 - May 2014
Paradigm Shift January 2012 - May 2012
Franklin Street Partners January 2011 - January 2012
Citi June 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2009 — 2011
B.A., Economics
Elgin Community College 2007 — 2009
General Studies
Citadel LLC June 2014 - January 2015
Citi June 2012 - May 2014
Paradigm Shift January 2012 - May 2012
Franklin Street Partners January 2011 - January 2012
Citi June 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2009 — 2011
B.A., Economics
Elgin Community College 2007 — 2009
General Studies
Christy L. Phillips Christy L. Phillips's Franklin Street Partners Experience April 2013 - Present
Job Director of Research, Senior Portfolio Manager Concentrated Equity Strategies
Industry Investment Management
Experience
Franklin Street Partners April 2013 - Present
Indepth Research Corp. December 2012 - Present
RS Investments September 2010 - December 2012
Oak Value Capital Management, Inc. December 2003 - September 2010
Coker, Palmer, Phillips Investment Securities, Inc. September 1998 - November 2003
Smith Barney, Inc. July 1993 - March 1998
Lehman Brothers July 1987 - July 1993
Skills
Strategic Planning, Global Investment..., Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking, Private Equity, Venture Capital, Joint Ventures, Team Building, Marketing, Valuation, Investment Strategies, Equities, Asset Allocation, Value Investing, Wealth Management, Financial Modeling, Institutional..., Fund Of Funds, Stock Picking, Start-ups, Investment Research, Strategic Financial..., Financial Analysis, Quantitative Analytics, Business Valuation, Mergers, Corporate Finance, IPO, Equity Valuation, Strategy, Due Diligence, Asset Management, Securities, Financial Markets, Fundamental Analysis, Institutional, Investment Advisory, DCF
Education
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BS), Finance, Economics
University of North Carolina at Chapel Hill 1982 — 1983
Franklin Street Partners April 2013 - Present
Indepth Research Corp. December 2012 - Present
RS Investments September 2010 - December 2012
Oak Value Capital Management, Inc. December 2003 - September 2010
Coker, Palmer, Phillips Investment Securities, Inc. September 1998 - November 2003
Smith Barney, Inc. July 1993 - March 1998
Lehman Brothers July 1987 - July 1993
Skills
Strategic Planning, Global Investment..., Investment Management, Portfolio Management, Asset Managment, Equity Research, Research, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Investment Banking, Private Equity, Venture Capital, Joint Ventures, Team Building, Marketing, Valuation, Investment Strategies, Equities, Asset Allocation, Value Investing, Wealth Management, Financial Modeling, Institutional..., Fund Of Funds, Stock Picking, Start-ups, Investment Research, Strategic Financial..., Financial Analysis, Quantitative Analytics, Business Valuation, Mergers, Corporate Finance, IPO, Equity Valuation, Strategy, Due Diligence, Asset Management, Securities, Financial Markets, Fundamental Analysis, Institutional, Investment Advisory, DCF
Education
University of Tennessee-Knoxville 1983 — 1986
Bachelor of Science (BS), Finance, Economics
University of North Carolina at Chapel Hill 1982 — 1983
JoAnn Eubanks JoAnn Eubanks's Franklin Street Partners Experience 2002 - 2005
Job company member at Crashbox Theater Company
Industry Entertainment
Experience
Crashbox Theater Company 2011 - Present
Eleventh Hour 2011 - 2012
Franklin Street Partners 2002 - 2005
The Lost Colony 2001 - 2003
Education
Atlantic Acting School -- Los Angeles 2010 — 2011
Acting for Film
Atlantic Acting School - NYC 2008 — 2010
University of North Carolina at Chapel Hill 2003 — 2008
B.A., Dramatic Arts, Communication-Media Production
Crashbox Theater Company 2011 - Present
Eleventh Hour 2011 - 2012
Franklin Street Partners 2002 - 2005
The Lost Colony 2001 - 2003
Education
Atlantic Acting School -- Los Angeles 2010 — 2011
Acting for Film
Atlantic Acting School - NYC 2008 — 2010
University of North Carolina at Chapel Hill 2003 — 2008
B.A., Dramatic Arts, Communication-Media Production
Lili Chen Lili Chen's Franklin Street Partners Experience May 2015 - August 2015
Job Student at University of North CarolinaChapel Hill, World Micro Market Chair
Industry Financial Services
Experience
Franklin Street Partners May 2015 - August 2015
Bank of Communications Limited July 2014 - August 2014
Casa Da Infância Estrela da Manhã (The House of the Morning Star) May 2014 - July 2014
University of North Carolina at Chapel Hill February 2014 - May 2014
New Oriental Education & Technology Group (NYSE:EDU) May 2013 - August 2013
Skills
Teamwork, Public Speaking, Statistics, Marketing, Finance, Event Planning, Social Media, Financial Analysis, Chinese, Python, Economics, Tutoring, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2017
BSBA, Finance, Investment
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Science (B.S.), Mathematical Decision Science
Ningbo Foreign Language School 2011 — 2013
Franklin Street Partners May 2015 - August 2015
Bank of Communications Limited July 2014 - August 2014
Casa Da Infância Estrela da Manhã (The House of the Morning Star) May 2014 - July 2014
University of North Carolina at Chapel Hill February 2014 - May 2014
New Oriental Education & Technology Group (NYSE:EDU) May 2013 - August 2013
Skills
Teamwork, Public Speaking, Statistics, Marketing, Finance, Event Planning, Social Media, Financial Analysis, Chinese, Python, Economics, Tutoring, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2017
BSBA, Finance, Investment
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Science (B.S.), Mathematical Decision Science
Ningbo Foreign Language School 2011 — 2013
Edwin Yun Edwin Yun's Franklin Street Partners Experience May 2013 - July 2013
Job Student at the University of North Carolina at Chapel Hill
Industry Investment Banking
Experience
Barclays Investment Bank June 2015 - August 2015
Conversion Partners June 2014 - August 2014
Freudenberg September 2013 - December 2013
Franklin Street Partners May 2013 - July 2013
Duke University Economics Department September 2011 - April 2012
Summer Ventures Research Program in Science and Mathematics June 2010 - August 2010
Skills
Research, Microsoft Excel, Strategic Planning, Economic Research, Financial Modeling, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Bachelors of Science, Business Administration, Highest Distinction
North Carolina School of Science and Mathematics 2010 — 2012
3.98/4.0 Unweighted. 5.8/5.0 Weighted.
Barclays Investment Bank June 2015 - August 2015
Conversion Partners June 2014 - August 2014
Freudenberg September 2013 - December 2013
Franklin Street Partners May 2013 - July 2013
Duke University Economics Department September 2011 - April 2012
Summer Ventures Research Program in Science and Mathematics June 2010 - August 2010
Skills
Research, Microsoft Excel, Strategic Planning, Economic Research, Financial Modeling, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2015
Bachelors of Science, Business Administration, Highest Distinction
North Carolina School of Science and Mathematics 2010 — 2012
3.98/4.0 Unweighted. 5.8/5.0 Weighted.
Sofia Castillo Cieza's Franklin Street Partners Experience August 2014 - Present
Job Analyst at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners August 2014 - Present
Ipreo September 2013 - August 2014
Meredith College Special Programs January 2013 - May 2013
Academic & Career Planning Office Meredith College August 2012 - May 2013
SHRM - Meredith College January 2010 - May 2013
The Daily Summary May 2012 - April 2013
TRC Group, Inc. May 2011 - July 2011
Angels for the Environment August 2009 - May 2011
Meredith Hues Program August 2009 - May 2010
Planned Parenthood August 2008 - December 2009
Education
Meredith College 2009 — 2013
BS & BA, Business Administration, Economics
North Carolina State University 2012 — 2013
German
Franklin Street Partners August 2014 - Present
Ipreo September 2013 - August 2014
Meredith College Special Programs January 2013 - May 2013
Academic & Career Planning Office Meredith College August 2012 - May 2013
SHRM - Meredith College January 2010 - May 2013
The Daily Summary May 2012 - April 2013
TRC Group, Inc. May 2011 - July 2011
Angels for the Environment August 2009 - May 2011
Meredith Hues Program August 2009 - May 2010
Planned Parenthood August 2008 - December 2009
Education
Meredith College 2009 — 2013
BS & BA, Business Administration, Economics
North Carolina State University 2012 — 2013
German
Phil Bick Phil Bick's Franklin Street Partners Experience May 2006 - April 2007
Job Senior Staff Accountant at Pappas Properties
Industry Accounting
Experience
Babcock & Wilcox October 2015 - Present
Pappas Properties LLC October 2014 - September 2015
Family Dollar August 2012 - October 2014
PwC September 2010 - August 2012
PricewaterhouseCoopers June 2009 - July 2009
Cape Fear Commercial May 2007 - August 2007
Franklin Street Partners May 2006 - April 2007
Skills
Financial Reporting, Internal Audit, Auditing, Internal Controls, US GAAP, Financial Modeling, Finance, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BS, Business Administration
Durham Academy 2002 — 2005
Babcock & Wilcox October 2015 - Present
Pappas Properties LLC October 2014 - September 2015
Family Dollar August 2012 - October 2014
PwC September 2010 - August 2012
PricewaterhouseCoopers June 2009 - July 2009
Cape Fear Commercial May 2007 - August 2007
Franklin Street Partners May 2006 - April 2007
Skills
Financial Reporting, Internal Audit, Auditing, Internal Controls, US GAAP, Financial Modeling, Finance, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BS, Business Administration
Durham Academy 2002 — 2005
Brad Corbett Brad Corbett's Franklin Street Partners Experience 2001 - 2012
Job Head of Fixed Income at Verity Asset Management
Industry Financial Services
Experience
Verity Asset Management 2014 - Present
WCA 2013 - 2014
Franklin Street Partners 2001 - 2012
Barclays Capital 1997 - 2000
Skills
Valuation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Corporate Finance, Private Equity, Asset Allocation, Risk Management, Portfolio Management, Asset Management, Investments, Securities, Mergers & Acquisitions, Trading, Strategic Financial..., Investment Management, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Real Estate
Gettysburg College
Bachelor of Arts (BA), Accounting & Economics
Seton Hall Prep
High School
Verity Asset Management 2014 - Present
WCA 2013 - 2014
Franklin Street Partners 2001 - 2012
Barclays Capital 1997 - 2000
Skills
Valuation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Corporate Finance, Private Equity, Asset Allocation, Risk Management, Portfolio Management, Asset Management, Investments, Securities, Mergers & Acquisitions, Trading, Strategic Financial..., Investment Management, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Real Estate
Gettysburg College
Bachelor of Arts (BA), Accounting & Economics
Seton Hall Prep
High School
Kate Bacon, CTFA Kate Bacon, CTFA's Franklin Street Partners Experience August 2005 - Present
Job Trust Officer at Franklin Street Partners
Industry Investment Management
Experience
Institute of Certified Bankers 2007 - Present
Franklin Street Partners August 2005 - Present
J.P.Morgan Private Bank January 2002 - May 2005
Education
AMERICAN BANKERS ASSOCIATION
University of Maryland College Park 1994 — 1998
UNIVERSITY OF MARYLAND, College
B.A
Institute of Certified Bankers 2007 - Present
Franklin Street Partners August 2005 - Present
J.P.Morgan Private Bank January 2002 - May 2005
Education
AMERICAN BANKERS ASSOCIATION
University of Maryland College Park 1994 — 1998
UNIVERSITY OF MARYLAND, College
B.A
Matt Inman Matt Inman's Franklin Street Partners Experience June 2014 - Present
Job Trust Officer at Franklin Street Partners
Industry Financial Services
Experience
Franklin Street Partners June 2014 - Present
Franklin Street Partners May 2013 - January 2014
First Citizens Bank May 2012 - January 2013
Skills
Advent Portfolio..., Estate Planning, Personal Trust..., SEI Trust 3000, Financial Planning, Wealth Management, Investments, Retirement Planning, Banking, Asset Management
Education
Campbell University 2010 — 2014
BBA Trust and Wealth Management, Minor in Financial Planning, Senior
Franklin Street Partners June 2014 - Present
Franklin Street Partners May 2013 - January 2014
First Citizens Bank May 2012 - January 2013
Skills
Advent Portfolio..., Estate Planning, Personal Trust..., SEI Trust 3000, Financial Planning, Wealth Management, Investments, Retirement Planning, Banking, Asset Management
Education
Campbell University 2010 — 2014
BBA Trust and Wealth Management, Minor in Financial Planning, Senior
Rob Stekson, CAIA's Franklin Street Partners Experience May 2011 - May 2012
Job Associate at XL Group plc
Industry Financial Services
Experience
XL Group plc June 2012 - Present
Franklin Street Partners May 2011 - May 2012
Madison Square Investors September 2005 - May 2010
Skills
Fund Of Funds, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Private Equity, Mutual Funds, Due Diligence, Financial Analysis, Equity Research, Equities, Asset Allocation, Venture Capital, Economics, Corporate Finance, Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Investment Management
Drew University 2002 — 2006
BA, Economics
XL Group plc June 2012 - Present
Franklin Street Partners May 2011 - May 2012
Madison Square Investors September 2005 - May 2010
Skills
Fund Of Funds, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Private Equity, Mutual Funds, Due Diligence, Financial Analysis, Equity Research, Equities, Asset Allocation, Venture Capital, Economics, Corporate Finance, Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Investment Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Investment Management
Drew University 2002 — 2006
BA, Economics
Diana Inman Diana Inman's Franklin Street Partners Experience April 2011 - Present
Job at Franklin Street Partners
Industry Legal Services
Experience
Franklin Street Partners April 2011 - Present
Alston & Bird LLP November 2007 - April 2010
Cadwalader, Wickersham & Taft LLP May 2005 - October 2007
Banc of America Securities July 1998 - March 2000
Bank of America August 1997 - July 1998
Bank of America September 1993 - December 1995
Blair Conaway Bograd & Martin (Now merged with Shumaker, Loop & Kendrick, LLP) May 1990 - July 1993
Central Piedmont Community College January 1993 - May 1993
Davis, Matthews & Quigley, P.C. August 1988 - December 1989
Skills
Easements, Negotiation, Loans, Quickbooks, Loan reviews, SNDAs, Commercial real estate..., Commercial leases, QuickBooks, Commercial Mortgages, Leases, Microsoft Excel, Public Speaking, Banking, Corporate Law, Due Diligence, Corporate Finance, Finance, Legal Research
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Emphasis on commercial law
Wake Forest University 1981 — 1985
BS, Business
Albemarle High School, Charlottesville, Virginia
Franklin Street Partners April 2011 - Present
Alston & Bird LLP November 2007 - April 2010
Cadwalader, Wickersham & Taft LLP May 2005 - October 2007
Banc of America Securities July 1998 - March 2000
Bank of America August 1997 - July 1998
Bank of America September 1993 - December 1995
Blair Conaway Bograd & Martin (Now merged with Shumaker, Loop & Kendrick, LLP) May 1990 - July 1993
Central Piedmont Community College January 1993 - May 1993
Davis, Matthews & Quigley, P.C. August 1988 - December 1989
Skills
Easements, Negotiation, Loans, Quickbooks, Loan reviews, SNDAs, Commercial real estate..., Commercial leases, QuickBooks, Commercial Mortgages, Leases, Microsoft Excel, Public Speaking, Banking, Corporate Law, Due Diligence, Corporate Finance, Finance, Legal Research
Education
The College of William and Mary - Marshall Wythe Law School 1985 — 1988
JD, Emphasis on commercial law
Wake Forest University 1981 — 1985
BS, Business
Albemarle High School, Charlottesville, Virginia
Danny Summerlin Danny Summerlin's Franklin Street Partners Experience June 2002 - June 2006
Job Investment Advisor at CAPTRUST
Industry Investment Management
Experience
CAPTRUST 2006 - Present
Franklin Street Partners June 2002 - June 2006
Wachovia, A Wells Fargo Company 1994 - 2000
Skills
Wealth Management, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business
University of North Carolina at Chapel Hill 1990 — 1994
BA, Industrial Relations, Political Science
CAPTRUST 2006 - Present
Franklin Street Partners June 2002 - June 2006
Wachovia, A Wells Fargo Company 1994 - 2000
Skills
Wealth Management, Series 7
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business
University of North Carolina at Chapel Hill 1990 — 1994
BA, Industrial Relations, Political Science
John Maddison, CFA's Franklin Street Partners Experience February 2007 - July 2008
Job Relationship Management at Balentine
Industry Financial Services
Experience
Balentine May 2014 - Present
CFA Society North Carolina July 2014 - Present
RBC Bank (Georgia), N.A. February 2012 - May 2014
RBC Bank (USA) February 2009 - February 2012
Illumination Renewables LLC August 2008 - February 2009
Franklin Street Partners February 2007 - July 2008
Gerson Lehrman Group February 2004 - June 2005
Thomson Financial July 2001 - February 2004
Skills
Portfolio Management, Financial Modeling, Asset Management, Valuation, Financial Analysis, Investments, Capital Markets, Corporate Finance, Investment Management, Banking, Wealth Management, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science
Woodberry Forest School 1994 — 1997
Balentine May 2014 - Present
CFA Society North Carolina July 2014 - Present
RBC Bank (Georgia), N.A. February 2012 - May 2014
RBC Bank (USA) February 2009 - February 2012
Illumination Renewables LLC August 2008 - February 2009
Franklin Street Partners February 2007 - July 2008
Gerson Lehrman Group February 2004 - June 2005
Thomson Financial July 2001 - February 2004
Skills
Portfolio Management, Financial Modeling, Asset Management, Valuation, Financial Analysis, Investments, Capital Markets, Corporate Finance, Investment Management, Banking, Wealth Management, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Science
Woodberry Forest School 1994 — 1997
Morris Clarke's Franklin Street Partners Experience 2004 - 2004
Job
Industry Investment Management
Experience
JP Morgan 2009 - Present
Goldman Sachs August 2005 - 2009
Franklin Street Partners 2004 - 2004
Cap Gemini Ernst & Young July 2002 - July 2003
Ernst & Young LLP May 2000 - July 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Electrical Engineering
JP Morgan 2009 - Present
Goldman Sachs August 2005 - 2009
Franklin Street Partners 2004 - 2004
Cap Gemini Ernst & Young July 2002 - July 2003
Ernst & Young LLP May 2000 - July 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Electrical Engineering
Jason Guthrie's Franklin Street Partners Experience March 2013 - Present
Job Director of Operations
Industry Financial Services
Experience
Franklin Street Partners March 2013 - Present
Advent Software January 2012 - March 2013
Advent Software January 2011 - January 2012
Franklin Street Partners October 2007 - December 2010
Advent Software, Inc. September 2006 - October 2007
Cherokee Investment Partners January 2006 - September 2006
Red Hat May 2005 - August 2005
Schwab Performance Technologies October 1997 - August 2004
Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2006
MBA, Finance
Campbell University 1993 — 1996
BS, Mathematics
Franklin Street Partners March 2013 - Present
Advent Software January 2012 - March 2013
Advent Software January 2011 - January 2012
Franklin Street Partners October 2007 - December 2010
Advent Software, Inc. September 2006 - October 2007
Cherokee Investment Partners January 2006 - September 2006
Red Hat May 2005 - August 2005
Schwab Performance Technologies October 1997 - August 2004
Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2006
MBA, Finance
Campbell University 1993 — 1996
BS, Mathematics
Jefferson Rives Jr's Franklin Street Partners Experience 2005 - 2008
Job Vice President, Healthcare Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Wells Fargo Securities 2015 - Present
Morgan Stanley 2011 - 2015
Jefferies & Company 2010 - 2011
Training the Street 2010 - 2010
Franklin Street Partners 2005 - 2008
Skills
Healthcare, Investment Banking, Corporate Finance, Mergers, Equities, Debt, Financial Modeling, Valuation, LBO, Transaction Experience, Venture Capital, M&A experience, Asset Allocation, Due Diligence, Financial Analysis, Corporate Development, Private Equity, Capital Markets, Fixed Income, IPO, Business Valuation, Financial Structuring, Healthcare Information..., HCIT, CRO, Pharmaceutical..., Investments, Healthcare Banking, Healthcare Industry, Mergers & Acquisitions, Alternative Investments, Emerging Markets, Hedge Funds, Equity Research, Bloomberg, Asset Management, Leveraged Finance, Finance, Financial Advisory, Portfolio Management, Investment Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Management & Strategy, Healthcare
University of North Carolina at Chapel Hill
BA, Economics
Katherine Bouldin's Franklin Street Partners Experience May 2007 - August 2007
Job
Industry Accounting
Experience
Deloitte Tax, LLP August 2014 - Present
Deloitte Tax, LLP January 2012 - August 2014
Deloitte Tax, LLP October 2010 - January 2012
Banc of America Securities June 2008 - April 2009
Franklin Street Partners May 2007 - August 2007
Skills
High Net Worth..., Series 7, Tax Accounting, CPA, Financial Modeling, Income Tax, Equity Research, Corporate Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science (B.S.)
Deloitte Tax, LLP August 2014 - Present
Deloitte Tax, LLP January 2012 - August 2014
Deloitte Tax, LLP October 2010 - January 2012
Banc of America Securities June 2008 - April 2009
Franklin Street Partners May 2007 - August 2007
Skills
High Net Worth..., Series 7, Tax Accounting, CPA, Financial Modeling, Income Tax, Equity Research, Corporate Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master of Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science (B.S.)
Eric Freedman's Franklin Street Partners Experience February 2005 - June 2006
Job Managing Director, Chief Investment Officer at CAPTRUST
Industry Financial Services
Experience
CAPTRUST June 2006 - Present
Franklin Street Partners February 2005 - June 2006
Goldman, Sachs & Company June 1999 - February 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Management
Colgate University 1994 — 1999
BA, Economics
Hamilton College 1994 — 1995
Skaneateles Central High School 1989 — 1994
Slagelse Gymnasium 1992 — 1993
CAPTRUST June 2006 - Present
Franklin Street Partners February 2005 - June 2006
Goldman, Sachs & Company June 1999 - February 2005
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance, Management
Colgate University 1994 — 1999
BA, Economics
Hamilton College 1994 — 1995
Skaneateles Central High School 1989 — 1994
Slagelse Gymnasium 1992 — 1993
Jessica Hamburg's Franklin Street Partners Experience October 2006 - May 2008
Job Special Education Teacher
Industry Primary/Secondary Education
Experience
Self-employed private tutor April 2011 - Present
The Parkside School August 2009 - May 2010
Franklin Street Partners October 2006 - May 2008
Bloomberg 2000 - 2006
Skills
Equities, Bloomberg, Financial Markets, Financial Services
Education
New York University 2008 — 2009
Master of Arts (MA), Elementary Education/Special Education
Villanova University 1996 — 2000
Bachelor of Arts (BA), Spanish
Self-employed private tutor April 2011 - Present
The Parkside School August 2009 - May 2010
Franklin Street Partners October 2006 - May 2008
Bloomberg 2000 - 2006
Skills
Equities, Bloomberg, Financial Markets, Financial Services
Education
New York University 2008 — 2009
Master of Arts (MA), Elementary Education/Special Education
Villanova University 1996 — 2000
Bachelor of Arts (BA), Spanish
Grover Cable's Franklin Street Partners Experience February 2002 - November 2014
Job Risk Manager at Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds December 2014 - Present
Franklin Street Partners February 2002 - November 2014
Goldman Sachs Asset Management January 2000 - November 2001
Valley National Bank 1989 - 1992
Valley National Bank 1989 - 1992
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Capital Markets, Financial Risk, Due Diligence, Fixed Income, Risk Management, Investments, Asset Allocation, Asset Management, Quantitative Analytics, Portfolio Management, Bloomberg, Asset Managment
Education
University of Utah 1981 — 1985
MS, Math
University of North Carolina at Asheville
BS, math
Hatteras Funds December 2014 - Present
Franklin Street Partners February 2002 - November 2014
Goldman Sachs Asset Management January 2000 - November 2001
Valley National Bank 1989 - 1992
Valley National Bank 1989 - 1992
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Capital Markets, Financial Risk, Due Diligence, Fixed Income, Risk Management, Investments, Asset Allocation, Asset Management, Quantitative Analytics, Portfolio Management, Bloomberg, Asset Managment
Education
University of Utah 1981 — 1985
MS, Math
University of North Carolina at Asheville
BS, math
Andrew I. DeMarco's Franklin Street Partners Experience October 2014 - Present
Job Operations Specialist at Franklin Street Partners
Industry Investment Banking
Experience
Franklin Street Partners October 2014 - Present
MJJ DeMarco LLC April 2013 - Present
GOLDMAN SACHS & Co July 2000 - October 2011
SPEAR, LEEDS & KELLOGG March 1991 - June 2000
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Trading, Trading, Capital Markets, Commodity, Back Office, Bloomberg, Securities, Investments, Options, Series 7, Financial Markets, Hedge Funds, Asset Management, Series 63, Fixed Income, Bonds, Asset Allocation, Derivatives, Traders, Sales, Entrepreneurship, Order Management, Alternative Investments
Education
Nassau Community College 1989 — 1991
Associates Degree, Business Management
Molloy College 1987 — 1989
Franklin Street Partners October 2014 - Present
MJJ DeMarco LLC April 2013 - Present
GOLDMAN SACHS & Co July 2000 - October 2011
SPEAR, LEEDS & KELLOGG March 1991 - June 2000
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Trading, Trading, Capital Markets, Commodity, Back Office, Bloomberg, Securities, Investments, Options, Series 7, Financial Markets, Hedge Funds, Asset Management, Series 63, Fixed Income, Bonds, Asset Allocation, Derivatives, Traders, Sales, Entrepreneurship, Order Management, Alternative Investments
Education
Nassau Community College 1989 — 1991
Associates Degree, Business Management
Molloy College 1987 — 1989
Ryan C. McMillan's Franklin Street Partners Experience 2004 - 2005
Job Partner at ServiceAll
Industry Real Estate
Experience
ServiceAll 2015 - Present
Grubb Properties 2013 - 2015
Colonial Properties Trust 2012 - 2013
Colonial Properties Trust 2010 - 2012
PRG Real Estate Management 2007 - 2010
Senator Lindsey Graham 2007 - 2007
Franklin Street Partners 2004 - 2005
Skills
Due Diligence, Financial Analysis, Financial Modeling, Valuation, Asset Management, Property Management, Microsoft Excel, Real Estate, Customer Service, Leases, Disposition, Contract Negotiation, Yardi, MRI, TM1, Market Research, Procurement, Purchasing Negotiation, Management Consulting, Construction Management, PowerPoint, Rebates, Investment Properties, Acquisitions, Real Estate Development, Pricing Strategy, Pricing Optimization, Corporate Real Estate, Tenant, Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Property, Rentals, Finance, Marketing, Management, Apartments, Financial Reporting, Leadership, Accounts Payable, Recruiting, Accounts Receivable
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
ServiceAll 2015 - Present
Grubb Properties 2013 - 2015
Colonial Properties Trust 2012 - 2013
Colonial Properties Trust 2010 - 2012
PRG Real Estate Management 2007 - 2010
Senator Lindsey Graham 2007 - 2007
Franklin Street Partners 2004 - 2005
Skills
Due Diligence, Financial Analysis, Financial Modeling, Valuation, Asset Management, Property Management, Microsoft Excel, Real Estate, Customer Service, Leases, Disposition, Contract Negotiation, Yardi, MRI, TM1, Market Research, Procurement, Purchasing Negotiation, Management Consulting, Construction Management, PowerPoint, Rebates, Investment Properties, Acquisitions, Real Estate Development, Pricing Strategy, Pricing Optimization, Corporate Real Estate, Tenant, Commercial Real Estate, Real Estate Economics, Real Estate Transactions, Property, Rentals, Finance, Marketing, Management, Apartments, Financial Reporting, Leadership, Accounts Payable, Recruiting, Accounts Receivable
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
Mary Robbins's Franklin Street Partners Experience April 2013 - July 2015
Job Associate Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Franklin Street Partners April 2013 - July 2015
RS Investments June 2009 - December 2012
Valor Capital Management, L.P. August 2007 - May 2009
Skills
Investments, Asset Management, Valuation, Equity Research, Trading, Equities, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Private Equity, Hedge Funds, Alternative Investments, FactSet, Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science
Darien High School 1999 — 2003
J.P. Morgan August 2015 - Present
Franklin Street Partners April 2013 - July 2015
RS Investments June 2009 - December 2012
Valor Capital Management, L.P. August 2007 - May 2009
Skills
Investments, Asset Management, Valuation, Equity Research, Trading, Equities, Investment Management, Portfolio Management, Asset Allocation, Mutual Funds, Private Equity, Hedge Funds, Alternative Investments, FactSet, Financial Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science
Darien High School 1999 — 2003
Sanil Daptardar's Franklin Street Partners Experience 1999 - 2001
Job Investment Professional
Industry Financial Services
Experience
Global Bulls LLC 2014 - Present
Sentinel Investments 2006 - 2013
Bramwell Capital Management 2004 - 2006
Franklin Street Partners 1999 - 2001
ABSA Securities 1997 - 1998
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
New Jersey Institute of Technology
Master's degree, Finance
University of Bombay
Master's degree, Business Administration
College of Engineering Pune
Bachelor's degree, Metallurgical Engineering
Global Bulls LLC 2014 - Present
Sentinel Investments 2006 - 2013
Bramwell Capital Management 2004 - 2006
Franklin Street Partners 1999 - 2001
ABSA Securities 1997 - 1998
Merrill Lynch 1993 - 1996
Skills
Mutual Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Investments, Securities
Education
New Jersey Institute of Technology
Master's degree, Finance
University of Bombay
Master's degree, Business Administration
College of Engineering Pune
Bachelor's degree, Metallurgical Engineering
Evan Collins's Franklin Street Partners Experience October 2007 - April 2011
Job Emerging Markets Research Analyst at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management June 2013 - Present
Credit Suisse January 2013 - May 2013
Hartford Investment Management May 2012 - August 2012
FH International Asset Management April 2011 - August 2011
Franklin Street Partners October 2007 - April 2011
Income Partners Asset Management May 2006 - July 2006
Acru Asset Management May 2005 - August 2005
Skills
Emerging Markets, Macro Analysis, Stata, Financial Modeling, Fixed Income, Bonds, Asset Managment, Asset Management, Corporate Finance, Investments, Capital Markets
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MIA, International Finance and Economic Policy
Davidson College 2004 — 2007
BA, Political Science and Government
Claremont McKenna College 2003 — 2004
Woodberry Forest School 1999 — 2003
CFA Institute
Hartford Investment Management June 2013 - Present
Credit Suisse January 2013 - May 2013
Hartford Investment Management May 2012 - August 2012
FH International Asset Management April 2011 - August 2011
Franklin Street Partners October 2007 - April 2011
Income Partners Asset Management May 2006 - July 2006
Acru Asset Management May 2005 - August 2005
Skills
Emerging Markets, Macro Analysis, Stata, Financial Modeling, Fixed Income, Bonds, Asset Managment, Asset Management, Corporate Finance, Investments, Capital Markets
Education
Columbia University - School of International and Public Affairs 2011 — 2013
MIA, International Finance and Economic Policy
Davidson College 2004 — 2007
BA, Political Science and Government
Claremont McKenna College 2003 — 2004
Woodberry Forest School 1999 — 2003
CFA Institute
Patricia Morton's Franklin Street Partners Experience 2001 - 2009
Job Founder at PRM Advisors
Industry Investment Management
Experience
PRM Advisors 2009 - Present
Franklin Street Partners 2001 - 2009
Deutsche Bank Alex Brown 1994 - 2001
J P Morgan 1978 - 1994
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Venture Capital, Hedge Funds
Education
Duke University 1973 — 1977
BA, Political Science/Economics
PRM Advisors 2009 - Present
Franklin Street Partners 2001 - 2009
Deutsche Bank Alex Brown 1994 - 2001
J P Morgan 1978 - 1994
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Venture Capital, Hedge Funds
Education
Duke University 1973 — 1977
BA, Political Science/Economics
Katherine Hochstetler's Franklin Street Partners Experience 2002 - 2005
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates May 2005 - Present
Franklin Street Partners 2002 - 2005
Goldman Sachs November 1995 - June 2002
Skills
Private Equity, Hedge Funds, Alternative Investments, Equities, Valuation, Due Diligence, Financial Modeling, Portfolio Management, Venture Capital, Fixed Income, Investments, Asset Management, Asset Allocation
Education
Duke University 1991 — 1995
BA, Political Science
Cambridge Associates May 2005 - Present
Franklin Street Partners 2002 - 2005
Goldman Sachs November 1995 - June 2002
Skills
Private Equity, Hedge Funds, Alternative Investments, Equities, Valuation, Due Diligence, Financial Modeling, Portfolio Management, Venture Capital, Fixed Income, Investments, Asset Management, Asset Allocation
Education
Duke University 1991 — 1995
BA, Political Science
Sue Kaderabek's Franklin Street Partners Experience
Job Portfolio Manager at Franklin Street Partners
Industry Investment Management
Experience
Franklin Street Partners
Skills
Asset Allocation, Equities, Portfolio Management, Asset Management, Investment Management, Wealth Management, Alternative Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Franklin Street Partners
Skills
Asset Allocation, Equities, Portfolio Management, Asset Management, Investment Management, Wealth Management, Alternative Investments, Hedge Funds
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Susan (Susan Barnett) Baas's Franklin Street Partners Experience December 2006 - Present
Job Office Manager
Industry Investment Management
Experience
Franklin Street Partners December 2006 - Present
ValleyCrest Landscape Development March 2006 - December 2006
The Weitz Company December 2003 - February 2006
University of North Carolina at Chapel Hill, Dept. of Psychiatry April 2000 - August 2003
Duke University and Duke Medical Center October 1992 - April 2000
Skills
Microsoft Office, QuickBooks, Microsoft Word, PowerPoint, Research, Microsoft Excel, Office Management, Administrative..., Team Building
Education
University of Colorado at Boulder
University of Illinois at Urbana-Champaign
Masters of Education, Counseling Psychology
University of Virginia
B.A., Psychology
Franklin Street Partners December 2006 - Present
ValleyCrest Landscape Development March 2006 - December 2006
The Weitz Company December 2003 - February 2006
University of North Carolina at Chapel Hill, Dept. of Psychiatry April 2000 - August 2003
Duke University and Duke Medical Center October 1992 - April 2000
Skills
Microsoft Office, QuickBooks, Microsoft Word, PowerPoint, Research, Microsoft Excel, Office Management, Administrative..., Team Building
Education
University of Colorado at Boulder
University of Illinois at Urbana-Champaign
Masters of Education, Counseling Psychology
University of Virginia
B.A., Psychology
Wayland Sermons III's Franklin Street Partners Experience March 2011 - August 2011
Job Procedure Specific Representative
Industry Medical Devices
Experience
Smith & Nephew 2015 - Present
Burns & Wilcox 2014 - 2015
Insight Global 2013 - June 2014
The Little Nell December 2011 - 2013
Franklin Street Partners March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Time Management, Start-ups, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Marketing, Sales, Public Speaking, Recruiting
Education
North Carolina State University - College of Management 2007 — 2011
BA, Finance
Smith & Nephew 2015 - Present
Burns & Wilcox 2014 - 2015
Insight Global 2013 - June 2014
The Little Nell December 2011 - 2013
Franklin Street Partners March 2011 - August 2011
Skills
Customer Service, Microsoft Office, Time Management, Start-ups, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Marketing, Sales, Public Speaking, Recruiting
Education
North Carolina State University - College of Management 2007 — 2011
BA, Finance
Benjamin Posey's Franklin Street Partners Experience October 2007 - November 2009
Job Client Solutions Director at Transportation Insight
Industry Financial Services
Experience
Transportation Insight February 2014 - Present
MTD Products April 2011 - November 2013
Franklin Street Partners October 2007 - November 2009
Skills
Microsoft Office, Accounting, Sales Operations, Auditing, Time Management, Supply Chain Management, Strategy, Management, Leadership, New Business Development
Education
UNC Chapel Hill 2005 — 2009
University of North Carolina at Chapel Hill 2005 — 2009
Transportation Insight February 2014 - Present
MTD Products April 2011 - November 2013
Franklin Street Partners October 2007 - November 2009
Skills
Microsoft Office, Accounting, Sales Operations, Auditing, Time Management, Supply Chain Management, Strategy, Management, Leadership, New Business Development
Education
UNC Chapel Hill 2005 — 2009
University of North Carolina at Chapel Hill 2005 — 2009
Philip Kroger, CFA's Franklin Street Partners Experience July 2012 - November 2012
Job Senior Investment Manager at AIG
Industry Investment Management
Experience
AIG November 2012 - Present
Franklin Street Partners July 2012 - November 2012
Yale School of Management August 2010 - May 2012
Federal Reserve Bank of New York June 2011 - August 2011
Allstate January 2009 - July 2010
Allstate May 2004 - January 2009
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Finance
Miami University 2000 — 2004
Bachelors of Science, Finance and Accountancy
AIG November 2012 - Present
Franklin Street Partners July 2012 - November 2012
Yale School of Management August 2010 - May 2012
Federal Reserve Bank of New York June 2011 - August 2011
Allstate January 2009 - July 2010
Allstate May 2004 - January 2009
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Finance
Miami University 2000 — 2004
Bachelors of Science, Finance and Accountancy
Preston Puckett's Franklin Street Partners Experience March 2011 - March 2013
Job Business Development Analyst at Green Peak Partners
Industry Professional Training & Coaching
Experience
Green Peak Partners March 2013 - Present
Franklin Street Partners March 2011 - March 2013
Franklin Street Partners September 2008 - March 2011
UNC Men's Basketball August 2003 - May 2008
Skills
Bloomberg, Asset Managment, Asset Management, Investments, Portfolio Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2008
Business Administration
Green Peak Partners March 2013 - Present
Franklin Street Partners March 2011 - March 2013
Franklin Street Partners September 2008 - March 2011
UNC Men's Basketball August 2003 - May 2008
Skills
Bloomberg, Asset Managment, Asset Management, Investments, Portfolio Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2008
Business Administration
Charlotte Woltz's Franklin Street Partners Experience February 2007 - July 2009
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Harvard Business School August 2014 - Present
Drybar June 2015 - July 2015
Highbridge Capital Management December 2010 - April 2014
Bank of America Merrill Lynch July 2009 - November 2010
Franklin Street Partners February 2007 - July 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Business & Spanish
Harvard Business School August 2014 - Present
Drybar June 2015 - July 2015
Highbridge Capital Management December 2010 - April 2014
Bank of America Merrill Lynch July 2009 - November 2010
Franklin Street Partners February 2007 - July 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BSBA, Business & Spanish
Cameron Klein's Franklin Street Partners Experience May 2009 - September 2009
Job Business Analyst GBS at Cisco
Industry Financial Services
Experience
C.N. Clark Company November 2014 - March 2015
Sal’s Italian Ristorante 2012 - 2013
Concrete Alterations January 2010 - December 2010
Daston Communications Inc. January 2010 - March 2010
Franklin Street Partners May 2009 - September 2009
Lawn Care Company 2006 - 2008
The Catering Company of Chapel Hill April 2006 - June 2007
Skills
Microsoft Office, Outlook, Econometrics, Microsoft Excel, Stata, Statistical Data..., Data Modeling, Trend Forecasting, Research Analysis, Data Collection, Spanish-speaking, Research, Economics, Portfolio Management, Investments, Financial Analysis, Customer Service, Public Speaking, Spanish, Strategy, Social Media, PowerPoint, Marketing, Management
Education
University of North Carolina at Chapel Hill 2012 — 2014
Bachelor of Arts (B.A.), Applied Economics/ Economics, Combined GPA 3.11/4.00
Durham Technical Community College 2011 — 2011
Associate of Arts (A.A.), Business/Managerial Economics, 3.85/4.00
Bentley University
C.N. Clark Company November 2014 - March 2015
Sal’s Italian Ristorante 2012 - 2013
Concrete Alterations January 2010 - December 2010
Daston Communications Inc. January 2010 - March 2010
Franklin Street Partners May 2009 - September 2009
Lawn Care Company 2006 - 2008
The Catering Company of Chapel Hill April 2006 - June 2007
Skills
Microsoft Office, Outlook, Econometrics, Microsoft Excel, Stata, Statistical Data..., Data Modeling, Trend Forecasting, Research Analysis, Data Collection, Spanish-speaking, Research, Economics, Portfolio Management, Investments, Financial Analysis, Customer Service, Public Speaking, Spanish, Strategy, Social Media, PowerPoint, Marketing, Management
Education
University of North Carolina at Chapel Hill 2012 — 2014
Bachelor of Arts (B.A.), Applied Economics/ Economics, Combined GPA 3.11/4.00
Durham Technical Community College 2011 — 2011
Associate of Arts (A.A.), Business/Managerial Economics, 3.85/4.00
Bentley University
Mae King Go's Franklin Street Partners Experience 1999 - 2005
Job Financial Services Administrator
Industry Financial Services
Experience
Charles Pratt & Company LLC 2005 - 2013
Franklin Street Partners 1999 - 2005
Education
Harvard Business School
Master of Business Administration (MBA)
Vanderbilt University
Bachelor of Arts (B.A.)
Charles Pratt & Company LLC 2005 - 2013
Franklin Street Partners 1999 - 2005
Education
Harvard Business School
Master of Business Administration (MBA)
Vanderbilt University
Bachelor of Arts (B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY