FX Concepts

Industry: Company

Description

Founded: 1981 Subsidiaries: FX Concepts (UK) Ltd., FX Concepts Trading Advisor, LLC

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FX Concepts Employees

Employee
Years
Job
Industry
Laura Adams Laura Adams San Francisco, California Details
Laura Adams's FX Concepts Experience August 2009 - June 2013
Job Chief of Staff to the CEO
Industry Information Technology and Services
Experience
Endurance International Group  March 2015 - Present
Credit Suisse  July 2013 - February 2015
FX Concepts   August 2009 - June 2013
ARPC  June 2008 - September 2008

Skills
Hedge Funds, Trading, Investments, Asset Allocation, Capital Markets, FX Options

Education
Princeton University   2005 — 2009
AB, Spanish & Portuguese Languages and Cultures

University of Sevilla   2008 — 2008

Thomas Jefferson High School for Science & Technology   2001 — 2005

Cole Wilson Cole Wilson Denver, Colorado Details
Cole Wilson's FX Concepts Experience December 1998 - October 2006
Job International Banking, Foreign Exchange Professional, CoBiz Financial
Industry Banking
Experience
CoBiz Financial Inc.  June 2013 - Present
M2 Global Management   2006 - 2012
FX Concepts   December 1998 - October 2006
JPMorgan Chase  July 1995 - July 1997
FX Concepts   February 1991 - June 1995
Interactive Partners in Marketing   May 1990 - August 1990
Custom Business Solutions  June 1989 - May 1990
Kent State University  September 1986 - May 1987

Skills
Options, Trading, Capital Markets, Proprietary Trading, FX trading, Asset Managment, Commodity, Financial Markets, Trading Systems, Banking, Electronic Trading, Investment Strategies, Investments, Emerging Markets, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Swaps, Prime Brokerage, Foreign Exchange, Asset Management, International Banking..., Foreign Currency..., Forwards, Portfolio Management, Finance, Management

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1987 — 1989
Master of Business Administration (MBA), Finance and Marketing

St. Lawrence University   1982 — 1986
Bachelor of Science (BS), Mathematics

Michele Dearth Michele Dearth New York, New York Details
Michele Dearth's FX Concepts Experience June 1991 - June 1995
Job Network Client Consulting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2013 - Present
JPMorgan Chase  April 2000 - March 2013
AMP  August 1998 - April 2000
State Street Australia Ltd   June 1996 - August 1998
The Sutton Place Hotel  January 1996 - May 1996
FX Concepts   June 1991 - June 1995

Skills
Superior Client Service, Virtual Teams, Maintaining Strong..., Operational Oversight, Financial Services, Fund Administration, Middle Office, Back Office, Settlement, Client Services, Global Custody, Investments, Securities, Trading

Education
Fullerton College

Daphne Bloore Daphne Bloore New York, New York Details
Daphne Bloore's FX Concepts Experience July 2005 - October 2013
Job Marketing/ Investor Relations
Industry Investment Management
Experience
Highbridge Capital Management  March 2015 - Present
Madison Consulting Group  May 2014 - November 2014
FX Concepts   July 2005 - October 2013
Stratton Capital Management   January 2004 - June 2005
World Gold Council  January 1990 - January 2003
Platinum Guild International  January 1987 - December 1989
Citigroup - International Private Banking   January 1985 - December 1986

Skills
Hedge Funds, Alternative Investments, Asset Managment, Investments, Investor Relations, Investment Strategies, Marketing Communications, Consultant Relations, RFP experience, CRM databases, Website Development..., Email Marketing, Investment Management, Asset Management, Derivatives, Fund Of Funds, Global Macro, Equities, Due Diligence, Commodity, FX Options, Financial Markets, Fixed Income

Education
The London School of Economics and Political Science (LSE)   1983 — 1984
MSc, Government

University of Pennsylvania   1979 — 1983
Bachelor of Arts (B.A.), Economics and Russian Studies

Eila Matt Eila Matt Greater New York City Area Details
Eila Matt's FX Concepts Experience 1990 - 1994
Job Global Managing Director & Entrepreneur | Investment Sales | Business Development Professional
Industry Financial Services
Experience
Seawinds Brokerage, LLC (DBA Seawinds Asset Management, LLC)   2014 - Present
Seawinds Asset Management, LLC   2010 - Present
EWM and Dilworth Securities LLC   June 2007 - 2010
Henderson Global Investors  March 2006 - June 2007
Ritchie Capital Management  2002 - 2004
UBS Investment Bank / Swiss Bank / UBS O'Connor   1994 - 2002
FX Concepts   1990 - 1994
MBNA America  1989 - 1990
Chase / Chemical Bank (Quantum)   April 1988 - September 1989
Underwood, Neuhaus and Company   1986 - 1988

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Investment Management, Derivatives, Structured Products, Fixed Income, Investment Advisory, Series 7, Currency, Proprietary Trading, Asset Allocation, Investment Strategies, Marketing, Business Development, Investor Relations, Sales, Strategic Planning, Sales Planning, Investor Documentation, Staff Training, Leadership, Trading Strategies, Client Services, Competitive Analysis, Global Assets, Entrepreneurship, Dispute Resolution, Series 63, Series 24, Series 3, Series 99

Education
University of Delaware
Bachelor of Science, Business Administration & Finance, Minor in Economics

Jacqueline Shiner Jacqueline Shiner Stowe, Vermont Details
Jacqueline Shiner's FX Concepts Experience 1991 - 1994
Job Owner/Consultant at OSA Proposals LLC
Industry Program Development
Experience
OSA Proposals LLC   January 2015 - Present
Tetra Tech ARD  May 2013 - January 2015
Tetra Tech ARD  April 2008 - May 2013
General Dynamics ATP  June 2005 - April 2008
SAIC  September 2004 - June 2005
Pearson Government Solutions  2002 - 2004
SAIC  2000 - 2002
HSBRT   1998 - 2000
Currency Management Inc   1994 - 1998
FX Concepts   1991 - 1994

Skills
Proposal Writing, Leadership, Analysis, Strategic Planning, Government, Policy, Project Planning, Budgets, Program Management, Project Management, Strategy, Management, Process Improvement, International..., Consulting, Value Propositions, Pricing Analysis, Pricing Strategy, Contract Pricing, Government Contracting, Business Strategy

Education
Norwich University   2015 — 2017
Master of Public Administration (M.P.A.), Policy Analysis and Analytics

George Mason University
BS, Finance

Mount Vernon College

Alejandro Pozo Alejandro Pozo New York, New York Details
Alejandro Pozo's FX Concepts Experience June 2011 - August 2011
Job Global Investment Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   October 2014 - Present
J.P. Morgan   July 2013 - Present
Frozenberry   May 2012 - Present
DBS Asia Capital   June 2012 - August 2012
FX Concepts   June 2011 - August 2011
Banco del Pichincha  July 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Valuation, Bloomberg, Investment Banking, Equities, Finance, Hedge Funds, Banking

Education
Boston College   2009 — 2013

Colegio Menor San Francisco de Quito   1999 — 2009

Daniel Pushchak Daniel Pushchak Greater New York City Area Details
Daniel Pushchak's FX Concepts Experience July 2011 - Present
Job daniel.pushchak@gmail.com
Industry Accounting
Experience
Morgan Stanley Smith Barney  2012 - Present
FX Concepts   July 2011 - Present
Prudential Financial  April 2007 - March 2008
BASF  June 2006 - August 2006

Education
Villanova University   2003 — 2007
B.S., Accountancy

Jagiellonian University   2008 — 2010
M.A, International Relations, U.S./E.U.

Universitat Pompeu Fabra   2006 — 2006
International Study Abroad Student

UNSW Australia   2004 — 2004
International Study Abroad Student

Timberly Davis Timberly Davis Greater New York City Area Details
Timberly Davis's FX Concepts Experience January 2011 - December 2013
Job Office Administration Management
Industry Investment Management
Experience
New York Life & MainStay Investments  October 2014 - November 2014
CDG Group  December 2013 - June 2014
FX Concepts   January 2011 - December 2013
BraSmyth of Broadway   October 2006 - December 2010
Lord & Taylor  April 2004 - October 2006
Utendahl Capital Partners  June 2002 - January 2004

Skills
Marketing, Data Entry, Sales, Microsoft Office, Management, Administration, Time Management, Human Resources, Communication, Event Management, Office Equipment, Social Networking, Public Relations, Insurance, Accounting, Public Speaking, Invoicing, Employee Benefits, Customer Service, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Event Planning, Team Building

Education
Berkeley College-New York   2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, 3.4

Bauder College   1999 — 2002
Associate of Arts (A.A.), Fashion Merchandising, 3.7

Clark Atlanta University   1998 — 2000
Allied Health and Medical Assisting Services

Morten Hoyer Morten Hoyer Greater New York City Area Details
Morten Hoyer's FX Concepts Experience January 2008 - September 2013
Job Portfolio Manager at B.A.F. Management
Industry Financial Services
Experience
B.A.F. Management, LP   October 2013 - Present
FX Concepts   January 2008 - September 2013
Truviso, Inc.   October 2006 - November 2007
Accenture, Capital Markets Solutions Group   June 2004 - October 2006
Noosh, Inc  January 2000 - June 2004
Checkpoint Software, Inc.   September 1998 - October 1999

Skills
Electronic Trading..., Currency Trading, Java, Matlab, Trading Systems, Hedge Funds, Electronic Trading

Education
Weatherhead School of Management at Case Western Reserve University   1996 — 1998
MBA, MsMIS, Finance

BI Norwegian Business School   1992 — 1997
Siviløkonom, Finance, Top of Deans list for best GPA, two years in a row

Michael Manning Michael Manning Greater New York City Area Details
Michael Manning's FX Concepts Experience 1985 - 1997
Job President at Stratton Capital Management
Industry Financial Services
Experience
Stratton Capital Management   1999 - Present
Stratton Advisors   1997 - 1999
FX Concepts   1985 - 1997
MH Trust Co. (now J.P. Morgan & Co.)   1983 - 1985
Bank of America (NT & SA)   1981 - 1983
GAF Corporation  1978 - 1981
Continental Group, Inc   1976 - 1978

Skills
Asset Managment, Alternative Investments, Investments, Hedge Funds, FX Options, Equities, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Due Diligence, Financial Markets, Investment Management, Commodity, Wealth Management, Financial Services, Series 7, Private Banking, Securities, Investment Advisory, Financial Advisory, Emerging Markets, Bonds, Trading, Venture Capital, Strategic Financial...

Education
The University of Chicago - Booth School of Business   1973 — 1975
MBA, International Finance

The University of Chicago - Committee on International Relations   1972 — 1975
MA, International Relations

Loyola University of Chicago   1967 — 1972
BA, Political Science, Economics

Bangor University   1966 — 1966
Archeology, History

Vaibhav Kapoor Vaibhav Kapoor Greater New York City Area Details
Vaibhav Kapoor's FX Concepts Experience January 2006 - June 2006
Job Market Risk Manager
Industry Investment Management
Experience
Commonfund Capital  December 2012 - Present
UBS Investment Bank  May 2010 - November 2012
Blue Ridge Capital  January 2010 - April 2010
Indus Valley Partners  October 2005 - April 2010
QVT Financial LP  January 2007 - December 2009
Davidson Kempner Capital Management  July 2006 - December 2006
FX Concepts   January 2006 - June 2006
Headstrong  May 2005 - September 2005
Capgemini  May 2003 - April 2005

Skills
C#, .NET, Java, VBA, C++, Data Structures, Multithreaded..., Matlab, Portfolio Risk, Option Pricing Models, Stochastic Calculus, Regression Analysis, Time Series Analysis, Microsoft SQL Server, Oracle SQL, Hedge Funds, Equities

Education
University of Chicago   2010 — 2012
MS, Financial Mathematics, 3.75

Indian Institute of Technology (Banaras Hindu University), Varanasi   1999 — 2003
B.Tech., Electrical Engg.

Hans Raj Model School

Harlan Lam Harlan Lam Greater New York City Area Details
Harlan Lam's FX Concepts Experience February 2008 - June 2008
Job Vice President at Safra National Bank
Industry Financial Services
Experience
Safra National Bank of New York  May 2010 - Present
Merrill Lynch  July 2008 - May 2010
FX Concepts   February 2008 - June 2008
Merrill Lynch  May 2007 - August 2007

Skills
Investments, Fixed Income, Emerging Markets, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Equities, Portfolio Management, Financial Modeling, Financial Markets

Education
Penn State University   2003 — 2007
Bachelors

Alex Steingart Alex Steingart Greater New York City Area Details
Alex Steingart's FX Concepts Experience April 2010 - April 2013
Job Engineer at SevenFifty
Industry Information Technology and Services
Experience
SevenFifty   April 2015 - Present
Tuuum   April 2013 - Present
PickiPicki   December 2013 - May 2015
Kinetic  October 2014 - March 2015
FX Concepts   April 2010 - April 2013
Autonomy  December 2007 - April 2010
Appian Corporation  June 2006 - November 2007

Skills
Perl, Java, JavaScript, SQL, Software Development, Requirements Analysis, Cloud Computing, SDLC, Microsoft SQL Server, Databases, Web Applications, HTML, Enterprise Software, Architecture, Requirements Gathering, CRM, Tomcat, SOA, Enterprise Architecture, Software Project...

Education
Duke University   2002 — 2006
Bachelor of Science (B.S.), Computer Science

Simon Zhang Simon Zhang Greater New York City Area Details
Simon Zhang's FX Concepts Experience June 2011 - August 2013
Job FX Algo Trading, Linear Quantitative Research at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase  August 2013 - Present
FX Concepts   June 2011 - August 2013
Deccan Value Investors   January 2011 - May 2011
Hong Kong University of Science and Technology  July 2004 - July 2006

Skills
Matlab, Programming Languages, R, Mathematical Programming, Mathematical Modeling, Quantitative Finance, Derivatives, Financial Markets, Trading, FX Options, Statistics, VBA, Quantitative Analytics, Risk Management, Fixed Income, Bloomberg, Trading Systems, FX Trading

Education
Columbia University in the City of New York   2010 — 2011
M.S., Operations Research

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2006 — 2009
ABD, Operations Management

National University of Singapore   2000 — 2004
B.Comp 1st Class Honours, Computer Science

Mia Colden Mia Colden Greater Los Angeles Area Details
Mia Colden's FX Concepts Experience Supervisor, International PublicityABC Studios2011 - Present
Job Supervisor, International Publicity at ABC Studios
Industry Entertainment
Experience
FX Concepts   Supervisor, International PublicityABC Studios2011 - Present
FX Network  2007 - Present

Education
Norfolk State University   1993 — 1997

Hoel Bautista Hoel Bautista Greater New York City Area Details
Hoel Bautista's FX Concepts Experience June 2008 - March 2009
Job Head of IT Operations at Nikko Asset Management
Industry Information Technology and Services
Experience
Nikko Asset Management  January 2012 - Present
Societe Generale  March 2010 - January 2012
FX Concepts   June 2008 - March 2009
IBM  June 2003 - June 2008
Deutsche Bank  March 1998 - May 2003
EJR Computer Associates   September 1996 - March 1998
Ameritech Corporation  1995 - 1996
Accenture  November 1992 - July 1995

Skills
Business Analysis, Risk Management, Management, Vendor Management, IT Management, Virtualization, Project Management, IT Service Management, IT Infrastructure..., Service Delivery..., System Administration, Desktop Support..., Server Administration, BC/DR, Disaster Recovery, IT Strategy, ITIL

Education
University of Illinois at Chicago   1985 — 1991
Bachelor of Science (B.S.), Information and Decision Sciences

Alfred AJ Nealon Alfred AJ Nealon Boca Raton, Florida Details
Alfred AJ Nealon's FX Concepts Experience 1993 - 1994
Job Pacifico, Financial & Capital Market Advisory
Industry Financial Services
Experience
Pacifico  March 1996 - Present
FX Concepts   1993 - 1994
Merrill Lynch, Dean Witter   January 1988 - March 1992
Tradition N.A   1975 - 1987

Skills
Strategic Planning, Program Development, Leadership Development, Behavioral Health, Social Services, Microsoft Office, Training, Public Speaking, Coaching, Management Consulting, Teaching, Project Management, Organizational..., Management, Marketing, Capital Markets, Financial Markets, Entrepreneurship, Business Strategy, Investments, Business Planning, Mergers & Acquisitions, Banking, Risk Management, Financial Analysis, Trading, Fixed Income, Private Equity, Emerging Markets, Hedge Funds, Investment Banking, Derivatives, Alternative Investments, Equities

Education
Bernard Baruch College, NY   1973 — 1976
Bachelor of Business Administration (BBA), Accounting and Finance

Suffolk County Community College   1971 — 1973
Associate's degree, Accounting

Amer Alshammari Amer Alshammari Greater New York City Area Details
Amer Alshammari's FX Concepts Experience June 2005 - Present
Job Financial Consultant
Industry Financial Services
Experience
FX Concepts   June 2005 - Present

Education
University of San Diego   2003 — 2008
PhD, Economics

Marcus Perl Marcus Perl Greater New York City Area Details
Marcus Perl's FX Concepts Experience September 1992 - November 2000
Job Vice President at QMA
Industry Financial Services
Experience
QMA   July 2008 - Present
Prudential Investments  November 2000 - July 2008
FX Concepts   September 1992 - November 2000

Skills
Asset Allocation, Investment Strategies

Education
University of Southern California   1983 — 1987
MA, Economics

Timothy O'Grady Timothy O'Grady Greater Los Angeles Area Details
Timothy O'Grady's FX Concepts Experience October 2009 - September 2011
Job Managing Director at ROW Asset Management
Industry Financial Services
Experience
ROW Asset Management  March 2012 - Present
FX Concepts   October 2009 - September 2011
Western Asset Management  June 1999 - May 2009
Evaluation Associates  February 1989 - June 1999
Mutual of New York (MONY)   September 1985 - February 1989
Roosevelt & Cross   May 1984 - June 1985
Colonial Bank  May 1969 - May 1984

Skills
Fixed Income, Hedge Funds, Financial Markets, Equities

Education
University of New Haven   1984 — 1985
EMBA, Executive Management

University of Rhode Island   1967 — 1972
MA, Economics

Southern Connecticut State University   1963 — 1967
BA, Economics

Iris Gettemy Iris Gettemy Greater Pittsburgh Area Details
Iris Gettemy's FX Concepts Experience February 1992 - January 1995
Job Risk Management at Kennywood Entertainment
Industry Recreational Facilities and Services
Experience
Norwin Aqua Club   May 2014 - Present
Kennywood Entertainment  November 1995 - Present
FX Concepts   February 1992 - January 1995

Skills
Customer Service, Sales, Time Management, Hospitality Management, Nonprofits, Event Planning, Event Management, Marketing, Public Speaking, Claims Management, Risk Management, Commercial Insurance

Education
Penn State University
Speech Communications

West Mifflin HS

Yeu-Fann Stafford Yeu-Fann Stafford New York, New York Details
Yeu-Fann Stafford's FX Concepts Experience October 2013 - December 2013
Job Quantitative Researcher at CC Track
Industry Financial Services
Experience
CCTrack Solutions, LLC   December 2013 - Present
FX Concepts   October 2013 - December 2013
FX Concepts   November 2008 - September 2013

Skills
Quantitative Research, Financial Modeling, Foreign Exchange, Futures, Commodities, Matlab, Excel models, Bloomberg API, Microsoft SQL Server, Bloomberg, Mathematica, Stata, Quantitative Finance, Quantitative Analysis, SQL Azure

Education
University of North Carolina at Chapel Hill   2004 — 2008
Bachelor of Science: Mathematics, Bachelor of Arts: Economics

Ryan O'Grady Ryan O'Grady Orange County, California Area Details
Ryan O'Grady's FX Concepts Experience December 1999 - June 2009
Job CoFounder, CEO at ROW Asset Management
Industry Investment Management
Experience
ROW Asset Management  July 2010 - Present
FX Concepts   December 1999 - June 2009

Skills
Entrepreneurship, Sales, Securities, Analysis, Business Strategy, Due Diligence, Economics, Strategic Planning, Business Development, Analytics, Consulting, Strategy, Investment Management, Product Development, Social Media, Team Leadership, Finance, Event Planning, R, Hedge Funds, Microsoft Office, Investor Relations

Education
New York University - Leonard N. Stern School of Business   1995 — 1998
MS, Statistics and Operations Research

The Johns Hopkins University   1989 — 1993
Bachelor of Arts (B.A.), Economics

Harish Neelakandan Harish Neelakandan Baltimore, Maryland Area Details
Harish Neelakandan's FX Concepts Experience September 2001 - March 2004
Job CoCIO; Managing Director, Portfolio Management at AlphaEngine Global Investment Solutions, LLC
Industry Investment Management
Experience
AlphaEngine Global Investment Solutions, LLC   March 2010 - Present
Campbell & Co  March 2004 - March 2010
FX Concepts   September 2001 - March 2004
Caxton Associates  June 1999 - September 2001
Merrill Lynch  August 1994 - June 1999

Skills
FX Options, Equities, Options, Portfolio Management, Derivatives, Trading, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Bloomberg, Electronic Trading, Trading Systems, Quantitative Finance, Equity Derivatives, Commodity, Asset Allocation, Currency, Trading Strategies, Equity Trading, Asset Management, Proprietary Trading, Global Macro, Technical Analysis, Hedging, Value Investing

Education
Massachusetts Institute of Technology - Sloan School of Management   1992 — 1994
M.B.A., Finance, Management

University of South Carolina-Columbia   1985 — 1987
M.S., Computer Science

Indian Institute of Technology, Bombay   1981 — 1985
B. Tech., Electrical Engineering

Ronald Serko Ronald Serko San Francisco, California Details
Ronald Serko's FX Concepts Experience June 2009 - August 2009
Job Associate at TPG Special Situations Partners
Industry Venture Capital & Private Equity
Experience
TPG Special Situations Partners  August 2014 - Present
Lazard Frères & Co.   June 2012 - June 2014
TD Securities  June 2011 - August 2011
Harvard Law Review  February 2010 - February 2011
Stratton Capital Management   June 2010 - August 2010
FX Concepts   June 2009 - August 2009
Duane Morris LLP  July 2007 - August 2008

Education
Harvard University   2008 — 2012
A.B.

Tenafly High School   2004 — 2008

Jeffrey Weiser Jeffrey Weiser United States Details
Jeffrey Weiser's FX Concepts Experience January 1996 - February 2009
Job President at ROW Asset Management
Industry Investment Management
Experience
ROW Asset Management  July 2010 - Present
FX Concepts   January 1996 - February 2009

Skills
Fixed Income, Hedge Funds, Business Development, Equities, Alternative Investments, Portfolio Management, Asset Management, Emerging Markets, Investment Management, Options, Trading, Derivatives, Investments, Capital Markets, Bloomberg, Financial Markets, Asset Allocation

Education
Case Western Reserve University
Economics, English

Gianluca Lippiello Gianluca Lippiello Greater New York City Area Details
Gianluca Lippiello's FX Concepts Experience August 2006 - Present
Job FX Options Trader at FX Concepts
Industry Investment Management
Experience
FX Concepts   August 2006 - Present

Skills
FX Options, Hedge Funds, Fixed Income, Derivatives, Options, Bloomberg, Currency, Trading, FX trading, Financial Markets, Emerging Markets, Volatility, Equities

Education
Fordham University   2000 — 2004
Bachelor of Science (B.S.), International Business Administration

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