Gannett Welsh & Kotler

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Gannett Welsh & Kotler Employees

Employee
Years
Job
Industry
Jack Reynolds Jack Reynolds Cincinnati Area Details
Jack Reynolds's Gannett Welsh & Kotler Experience June 2006 - July 2007
Job Fabric Care Finance and Accounting at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble  June 2015 - Present
Procter & Gamble  May 2014 - August 2014
Goldman Sachs  October 2010 - July 2013
Goldman Sachs  May 2008 - October 2010
Goldman Sachs  July 2007 - May 2008
Gannett Welsh & Kotler   June 2006 - July 2007

Skills
Derivatives, Microsoft Excel, Microsoft Office, Series 7, Securities, Middle Office, Investment Banking, Valuation, Credit Derivatives, Derivative Operations, Exotic Derivatives, Finance, Structured Finance, Financial Operations, Equities

Education
Cornell University - S.C. Johnson Graduate School of Management   2013 — 2015
Master of Business Administration (MBA)

Northeastern University   2005 — 2008
Bachelor of Science, Finance

State University of New York at Oswego   2003 — 2005

Angelique Richardson, CFA Angelique Richardson, CFA Boston, Massachusetts Details
Angelique Richardson, CFA's Gannett Welsh & Kotler Experience October 2007 - April 2009
Job Account Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management  May 2015 - Present
Wellington Management  October 2014 - May 2015
Wellington Management  December 2010 - September 2014
Windhaven Investment Management  April 2009 - December 2010
Gannett Welsh & Kotler   October 2007 - April 2009

Skills
Asset Allocation, Investment Strategies, CRM, Business Development, Insurance, Analysis, Relationship Management

Education
McGill University   2002 — 2006
Bachelor of Commerce (B.Com.), Finance, General

Phil Harder Phil Harder Boston, Massachusetts Details
Phil Harder's Gannett Welsh & Kotler Experience June 2011 - July 2012
Job Global Technology Services Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group  August 2014 - Present
Invested Development  December 2013 - June 2014
Okuri Ventures   April 2013 - August 2013
Gannett Welsh & Kotler   June 2011 - July 2012
Citizen Schools  September 2010 - December 2010
Connecticut Department of Energy & Environmental Protection  May 2010 - September 2010

Skills
Spanish, Microsoft Excel, Financial Modeling, Valuation, Impact Investing, Investments, Financial Analysis, Start-ups, Venture Capital, International Travel, Banking, Global Business..., Databases, SPSS, Account Reconciliation, Management, Finance, Time Management, International Business, Financial Software..., Microsoft SQL Server, PowerPoint, Database Administration

Education
Northeastern University   2009 — 2014
Bachelor of Science (BS), International Business - Finance, 3.56 - Magna Cum Laude

Comillas Pontifical University / ICADE   2012 — 2013
Grado Superior, Ciencias Empresariales Internacionales (E-4)

Daniel T Genis Daniel T Genis Greater New York City Area Details
Daniel T Genis's Gannett Welsh & Kotler Experience June 2012 - August 2012
Job M&A Investment Banking Analyst at HSBC Global Banking and Markets
Industry Investment Banking
Experience
HSBC Global Banking and Markets  August 2014 - Present
HSBC Global Banking and Markets  June 2013 - August 2013
Gannett Welsh & Kotler   June 2012 - August 2012
Boston College  May 2012 - August 2012
Merrill Lynch  October 2011 - April 2012
J.Crew  March 2010 - January 2012

Skills
Microsoft Excel, PowerPoint, Financial Modeling, Investments, Bloomberg Terminal, ThomsonOne, Company Valuation, DCF Valuation, LBO, Multiples, Precedent Transactions, Comparable Analysis

Education
Boston College - Carroll School of Management   2010 — 2014
Bachelor's of Science in Management, Concentration in Finance

Copenhagen Business School   2012 — 2012
Bachelor of Business Administration (B.B.A.), International Finance

Andrew Poirier Andrew Poirier Greater Boston Area Details
Andrew Poirier's Gannett Welsh & Kotler Experience August 2009 - September 2010
Job Assistant Vice President, Application Developer at Income Research & Management
Industry Information Technology and Services
Experience
Income Research + Management  September 2010 - Present
Gannett Welsh & Kotler   August 2009 - September 2010
RBS Americas  May 2008 - August 2009
Citizens Bank  February 2006 - May 2008
Citizens Bank  February 2005 - February 2006
PCs For Everyone   May 2004 - January 2005

Skills
SharePoint, Databases, SDLC, Software Development, SQL, Business Analysis, ASP.NET, Risk Management, Oracle, Web Applications, Enterprise Software, ETL, SSIS, AJAX, jQuery, Web Development, Fixed Income, WCF, Six Sigma, Data Warehousing, .NET, Project Management, Integration, Systems Analysis, Portia

Education
Bryant University   2002 — 2006
BS, Computer Information Systems, Psychology

Kurt Graham Kurt Graham Greater Boston Area Details
Kurt Graham's Gannett Welsh & Kotler Experience November 2003 - October 2005
Job Regional Director at Apex Capital Management
Industry Financial Services
Experience
Apex Capital Management  October 2009 - Present
Citizens Investment Services  July 2009 - September 2009
Lazard Asset Management  October 2005 - January 2009
Gannett Welsh & Kotler   November 2003 - October 2005
Putnam Investments  February 2002 - October 2003
Putnam Investments  February 2001 - January 2002
Putnam Investments  June 2000 - January 2001
Avon Old Farms School  October 1997 - June 2000

Education
State University of New York College at Cortland   1993 — 1997
BS, Mathematics, Physics

Jennifer Lange Jennifer Lange New York, New York Details
Jennifer Lange's Gannett Welsh & Kotler Experience November 2007 - March 2008
Job Account Supervisor at 360i, MBA
Industry Marketing and Advertising
Experience
360i  October 2013 - Present
Razorfish  April 2012 - October 2013
Razorfish  May 2011 - April 2012
Razorfish  November 2009 - May 2011
DDB  April 2008 - November 2009
Gannett Welsh & Kotler   November 2007 - March 2008
PUMA  June 2005 - December 2006

Skills
Interactive Marketing, Digital Marketing, Digital Media, SEM, Media Planning, Retail Marketing, Digital Strategy, Account Management, Direct Response, Post Campaign Analysis, Integrated Marketing, Mobile Marketing, Media Buying, comScore, Marketing, Online Advertising, Social Media Marketing, Strategy, Social Media, Advertising, Online Marketing, Management, Marketing Strategy, Web Analytics

Education
New York University - Leonard N. Stern School of Business   2012 — 2014
MBA, Marketing and Strategy

Tufts University   2003 — 2007
B.A., Cum Laude, International Relations, Economics

Miss Porter's   1999 — 2003

Jacek Rolnik Jacek Rolnik Greater New York City Area Details
Jacek Rolnik's Gannett Welsh & Kotler Experience July 2004 - August 2005
Job Leading Teams in Client Management and Growth Strategy
Industry Internet
Experience
AOL  February 2015 - Present
Kaltura  March 2014 - February 2015
Onboard Informatics  September 2012 - March 2014
OnBoard LLC dba Onboard Informatics   February 2010 - September 2012
High Street Partners  March 2009 - March 2010
OnBoard LLC   August 2007 - March 2009
Sterling Testing Systems  August 2006 - August 2007
Gannett Welsh & Kotler   July 2004 - August 2005

Skills
Strategic Partnerships, SaaS, Salesforce.com, CRM, E-commerce, Business Development, Web Applications, Management, Strategy, Cross-functional..., Integration, Interfaces, Social Media Marketing, SEO, B2B, Program Implementation, Cultural Sensitivity, Non-Executive Director, Multi-cultural Team..., Cultural Awareness, Technology, Technology Integration, Digital Video, Online Advertising, Programmatic Advertising, Video Advertising, Display Advertising, Online Marketing, Start-ups, Product Management

Education
Suffolk University - Sawyer School of Management   2005 — 2006
MBA, Global Marketing and Business Administration

Susquehanna University   1998 — 2001
BA, International Studies, Political Science

IES -Institute for European Studies   1999 — 2000
BA, Business, Economics

Katie Campbell Katie Campbell Greater Boston Area Details
Katie Campbell's Gannett Welsh & Kotler Experience September 2008 - September 2010
Job Organizational Development Specialist at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  February 2015 - Present
Cambridge Associates  September 2010 - Present
Gannett Welsh & Kotler   September 2008 - September 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Recruiting, Talent Acquisition, Marketing Communications, Strategic Planning, Employee Benefits, Time Management, Interviews, Management, Outlook, Nonprofits, Marketing, Onboarding, Human Resources, Payroll, Event Planning, Employee Relations, Salesforce.com

Education
Hobart and William Smith Colleges   2004 — 2008
Bachelor of Arts, Economics

Emily Van Nostrand Emily Van Nostrand Greater New York City Area Details
Emily Van Nostrand's Gannett Welsh & Kotler Experience December 2010 - August 2011
Job Client Support and QA Manager FASCET LLC
Industry Investment Management
Experience
FASCET LLC  December 2012 - Present
Vegasoul LLC   November 2011 - December 2012
Gannett Welsh & Kotler   December 2010 - August 2011
BNY Mellon  May 2008 - December 2010

Skills
Fixed Income, Equities, Trading, Account Reconciliation, Options, Futures, CTA, Hedge Funds, Investments, Alternative Investments, Asset Managment, Asset Management, Securities, Bloomberg, Auditing, Financial Services, Leadership

Education
Lafayette College   2004 — 2008
BA, Economics and Busines; Concentration Finance

IES Barcelona   2007 — 2007
Study Abroad in Barcelona, Spain

American University   2006 — 2006
"Washington Semester Abroad"

Emily McKinin DeMasi Emily McKinin DeMasi Boston, Massachusetts Details
Emily McKinin DeMasi's Gannett Welsh & Kotler Experience 1999 - 2000
Job Assistant Portfolio Manager at Zevin Asset Management (ZAM)
Industry Financial Services
Experience
Zevin Asset Management (ZAM)   September 2012 - Present
Bridgeway Capital  January 2009 - August 2012
Duquesne University  January 2010 - May 2012
Important Media  July 2010 - July 2011
Triago  December 2004 - September 2008
Peace Corps  January 2001 - September 2002
Gannett Welsh & Kotler   1999 - 2000

Skills
Fundraising, Corporate Social..., Grant Writing, Research, Sustainability, Program Management, Nonprofits, Financial Analysis, Grants, Social Entrepreneurship, Investments, Leadership, Policy Analysis, Policy, Public Policy, ESG screening, Shareholder Advocacy, Shareholder Activism

Education
Duquesne University   2009 — 2012
Master of Business Administration/ Master of Public Policy, Corporate Social Responsibility, High Honors

Boston University   1995 — 1999
Bachelor of Arts, International Relations

Jarred Marcus Jarred Marcus United States Details
Jarred Marcus's Gannett Welsh & Kotler Experience July 2013 - December 2013
Job Graduate of Northeastern University
Industry Financial Services
Experience
Jarred's Ticket Arbitrage   January 2013 - Present
Wellington Management  July 2014 - January 2015
Ebay Vendor   June 2003 - June 2014
Gannett Welsh & Kotler   July 2013 - December 2013
ESN North America   May 2011 - June 2011
Sienna's Gourmet Pizza   September 2009 - September 2010
Morey's Piers & Beachfront Waterparks   June 2009 - September 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, HTML, Research, Social Media, Public Speaking, Teamwork, Social Networking, Time Management

Education
Northeastern University   2010 — 2015
a Bachelor of Science, Business Administration; Management

Ridge High School

John Wadsworth John Wadsworth Greater San Diego Area Details
John Wadsworth's Gannett Welsh & Kotler Experience September 1996 - June 1999
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  January 2001 - Present
Putnam Investments  October 1999 - January 2001
Gannett Welsh & Kotler   September 1996 - June 1999
Morgan Stanley  September 1995 - September 1996

Education
St. Lawrence University   1991 — 1995

Middlesex School   1988 — 1991

Nicole Calabrese Nicole Calabrese Greater Boston Area Details
Nicole Calabrese's Gannett Welsh & Kotler Experience January 2008 - March 2010
Job Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management  June 2015 - Present
Windhaven Investment Management  March 2015 - Present
Windhaven Investment Management  March 2013 - March 2015
Windhaven Investment Management  November 2012 - March 2013
Windhaven Investment Management  February 2012 - November 2012
Windhaven Investment Management  March 2010 - February 2012
Gannett Welsh & Kotler   January 2008 - March 2010
BNY Mellon  September 2006 - January 2008

Skills
Series 65, Superior Client Service, Marketing Communications, RFP Generation, Salesforce.com, Institutional..., Institutional Relations, Relationship Management, Investment Policy..., Reporting & Analysis, Global Tactical Asset..., Investment Management, Bloomberg, ETFs, Separately Managed..., Collective Trust Fund, Financial Services, Client Services, Fund Administration, Wealth Management..., Investments, Management

Education
Suffolk University - Sawyer School of Management   2012 — 2014
Master of Business Administration (M.B.A.), International Finance

Salem State College   2001 — 2006
Bachelor's Degree, Business Management

Samantha Hartwell Samantha Hartwell Greater Boston Area Details
Samantha Hartwell's Gannett Welsh & Kotler Experience December 2011 - Present
Job Administrative Assistant at Gannett Welsh & Kotler
Industry Investment Management
Experience
Gannett Welsh & Kotler   December 2011 - Present
InterFACE Talent Network  March 2008 - December 2011
Publicis Modem  June 2010 - October 2010
Transport Systems & Products, Inc   June 2006 - February 2009

Skills
Microsoft Excel, Social Media, Recruiting, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Social Media Marketing, Salesforce.com, Social Networking, Advertising, Marketing, Event Planning, Marketing Communications, Market Research, Customer Service

Education
Southern Connecticut State University   2004 — 2010
B.S., Marketing

Brian M. Fitzgibbons Brian M. Fitzgibbons Greater Boston Area Details
Brian M. Fitzgibbons's Gannett Welsh & Kotler Experience 2006 - 2007
Job Director of Community Relations, Pembroke Public Schools
Industry Education Management
Experience
Pembroke Public Schools  2011 - Present
Massachusetts Maritime Academy  2014 - Present
North River Lacrosse LLC   2013 - Present
Pembroke High School  2012 - Present
United States Marine Corps  2007 - Present
Addison Search  2011 - 2011
Paychex  2010 - 2011
Gannett Welsh & Kotler   2006 - 2007
Bridgewater Raynham School District  2006 - 2006
State Street  2005 - 2006

Skills
Leadership, Management, Public Speaking, Microsoft Excel, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Sales, Recruiting

Education
Bowdoin College   2001 — 2005
B.A., Russian

Middlebury College   2003 — 2003
Certificate, School of Russian Language

Nevsky Institute of Language and Culture   2003 — 2003
Foriegn Study, Economics, Russian Language

The Basic School: MCB Quantico   2007 — 2008
Military Science, Leadership, Tactics

BC High   1997 — 2001
Diploma

Darcy Forlenza Darcy Forlenza Waltham, Massachusetts Details
Darcy Forlenza's Gannett Welsh & Kotler Experience December 2011 - April 2012
Job Tax Administrator
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners  January 2015 - Present
BlumShapiro  February 2014 - September 2014
Peace Corps  June 2013 - November 2013
Education Development Center  April 2012 - May 2013
Gannett Welsh & Kotler   December 2011 - April 2012
AmeriCorps  January 2011 - November 2011
WGBH  March 2008 - January 2011
Viacom, MTV's MADE   January 2008 - March 2008
Self-employed  July 2007 - March 2008
The Maiden Heist   October 2007 - January 2008

Skills
Social Media, Video Production, Editing, Blogging, Nonprofits, Television, Event Planning, Research, Public Speaking, Fundraising, Post Production, Film, Training, Social Networking, Community Outreach, Facebook, Writing, Copy Editing, Public Relations, Video

Education
Boston University   2003 — 2007
Film & Television, Television Production

New Egypt High School   1999 — 2003

Joyce Skaperdas Anderson Joyce Skaperdas Anderson Greater Boston Area Details
Joyce Skaperdas Anderson's Gannett Welsh & Kotler Experience 1989 - 1998
Job Senior Vice President and Senior Banker at Citizens Private Bank &Trust
Industry Financial Services
Experience
Citizens Private Bank &Trust   September 2014 - Present
YMCA  2010 - Present
Granite Investment Advisors  January 2010 - September 2014
BNY Mellon  September 1998 - January 2010
Gannett Welsh & Kotler   1989 - 1998
UBS  1987 - 1989

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Sales Presentations, Investments, Asset Managment, Risk Management, Business Development, Team Leadership, Due Diligence, Organizational..., Communication, Community Outreach, Fixed Income, Mutual Funds, Financial Services

Education
Northeastern University - Graduate School of Business Administration   1997 — 1999
Master's degree, Taxation

University of New Hampshire   1983 — 1987
BA, English

Kikuyu (Matthews) Daniels Kikuyu (Matthews) Daniels Greater Boston Area Details
Kikuyu (Matthews) Daniels's Gannett Welsh & Kotler Experience March 1999 - April 2000
Job Intellectual Property (IP) Counsel and MBA at Performance Indicator, LLC
Industry Law Practice
Experience
Performance Indicator, LLC  July 2014 - Present
Museum for Black Innovation and Entrepreneurship   2011 - Present
MIT  May 2011 - July 2014
The Partnership, Inc.   January 2011 - December 2011
MIT  October 2008 - May 2011
Schneider Electric  March 2005 - August 2008
Schneider Automation  December 2000 - March 2005
Gannett Welsh & Kotler   March 1999 - April 2000
Cambridge Computer Services  2000 - 2000
See list below   1993 - 1997

Skills
Patents, Intellectual Property, Web-based Software..., Licensing, Electronics, Open Source Software, Manufacturing, JavaScript, C, Web Applications, Web 2.0, HTML 5, XML, PHP, Database Design, Internet Strategy, Technology Transfer, Start-ups, Business Planning, Business Strategy, Semiconductors, Leadership, Entrepreneurship, Commercialization, Management, Engineering, R&D, Product Development, Market Research, Product Management, Energy, Automation, Consulting, Strategy, Materials Science, Innovation Management

Education
Suffolk University Law School   2009 — 2013
Doctor of Law (J.D.)

Suffolk University Sawyer Business School   2008 — 2013
Master of Business Administration

Massachusetts Institute of Technology   1994 — 1998
S.B.

Jeff Thibault Jeff Thibault Greater Boston Area Details
Jeff Thibault's Gannett Welsh & Kotler Experience September 2004 - Present
Job Partner SC Equity at GW&K Investment Management
Industry Investment Management
Experience
Gannett Welsh & Kotler   September 2004 - Present
The Bank of New York  1998 - 2004
State Street Bank  1993 - 1996

Skills
Portfolio Management, Financial Services, Fixed Income, Equities, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Bloomberg, Mutual Funds, Series 7, Investment Strategies, Investment Management, Investments

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 1998
MBA

University of Vermont   1987 — 1991
BS, Business and Finance

Jonathan Larkin, CFA Jonathan Larkin, CFA Greater Boston Area Details
Jonathan Larkin, CFA's Gannett Welsh & Kotler Experience May 1998 - August 2006
Job Principal
Industry Investment Management
Experience
Income Research & Management  August 2006 - Present
Gannett Welsh & Kotler   May 1998 - August 2006
Pioneer Investments  May 1996 - May 1998
Fidelity Investments  1994 - 1996

Skills
Asset Managment, Fixed Income, Investments, Equities, Bloomberg, Asset Allocation, Risk Management, Trading Systems, Business Analysis, Investment Management, Trading, Electronic Trading, Relationship Management, Derivatives, Options, Wealth Management, Bonds, Investment Strategies, Investment Banking, Securities, Alternative Investments, Asset Management, Mutual Funds, Financial Services, Market Data, Equity Research, Due Diligence, Financial Markets, Equity Trading, Financial Analysis

Education
Boston University   2008 — 2010
MS, Computer Information Systems

Bentley College - Elkin B. McCallum Graduate School of Business   1999 — 2001
MS, Finance

Bentley University   1989 — 1994
BS, Finance

Catholic Memorial

Catholic Memorial

Catholic Memorial

Kyle Hartsough Kyle Hartsough Greater Boston Area Details
Kyle Hartsough's Gannett Welsh & Kotler Experience June 2007 - March 2008
Job Abandoned Property Claims Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  April 2014 - Present
Brown Brothers Harriman  October 2010 - May 2013
MFS Investment Management  January 2009 - June 2009
Gannett Welsh & Kotler   June 2007 - March 2008

Skills
Microsoft Excel, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Bloomberg, Equities

Education
Northeastern University   2005 — 2010
Bachelors, Finance

Adam O'Connor, CFP® Adam O'Connor, CFP® Chicago, Illinois Details
Adam O'Connor, CFP®'s Gannett Welsh & Kotler Experience January 2011 - August 2014
Job Regional Director at William Blair & Company
Industry Investment Management
Experience
William Blair & Company  July 2015 - Present
F-Squared Investments  August 2014 - June 2015
Gannett Welsh & Kotler   January 2011 - August 2014
Gannett Welsh & Kotler   November 2009 - December 2010
Gannett Welsh & Kotler   October 2005 - November 2009
Natixis Asset Management  October 2004 - October 2005

Skills
Separately Managed..., Mutual Funds, Fixed Income, Equities, Financial Services, Relationship Management, Asset Allocation, Series 63, New Business Development, Asset Management, Investments, Investment Management, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Securities, Bloomberg, Bonds, Series 6, ETFs, Series 7, Alternative Investments

Education
Bates College   2000 — 2004
BA, Economics

Jackie Lemaitre Jackie Lemaitre Greater Boston Area Details
Jackie Lemaitre's Gannett Welsh & Kotler Experience April 2000 - June 2004
Job Marketing Manager at QIAGEN
Industry Medical Devices
Experience
QIAGEN  August 2012 - March 2014
AmniSure International LLC  August 2011 - August 2012
AmniSure International LLC  August 2010 - August 2011
Healthcare Businesswomen’s Association, Boston Chapter   May 2010 - October 2010
McGill Reproductive Centre   June 2008 - July 2008
Wellington Management Company, LLP  June 2004 - July 2007
Gannett Welsh & Kotler   April 2000 - June 2004

Skills
Market Research, Data Analysis, Process Improvement, International Business, Competitive Analysis, Cross-functional Team..., Market Analysis, Strategic Planning, Medical Devices, Business Development, Biotechnology, Leadership, Marketing, Strategy, Project Management

Education
McGill University   2007 — 2009
MBA, International Business

Boston College   1995 — 1999
BS, Biology

John Barrett, CFA John Barrett, CFA Boston, Massachusetts Details
John Barrett, CFA's Gannett Welsh & Kotler Experience February 2000 - August 2003
Job Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management  June 2011 - Present
Columbia Management  August 2003 - December 2011
Gannett Welsh & Kotler   February 2000 - August 2003
Fidelity Investments  February 1995 - 2000
U.S. Department of Labor   July 1991 - February 1995

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1997
MBA, Finance

University of North Carolina at Greensboro   1989 — 1991
BS, Economics

Western New England College   1987 — 1989
Business

Marc Cardillo, CFA Marc Cardillo, CFA Boston, Massachusetts Details
Marc Cardillo, CFA's Gannett Welsh & Kotler Experience December 1995 - March 2000
Job Managing Director, Hard Assets Research at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates  2000 - Present
Gannett Welsh & Kotler   December 1995 - March 2000
Brown Brothers Harriman  June 1992 - December 1995

Skills
Private Equity, Due Diligence, Alternative Investments

Education
College of the Holy Cross   1988 — 1992
BA, Economics - Accounting

Alyssa Gantz Alyssa Gantz Greater Boston Area Details
Alyssa Gantz's Gannett Welsh & Kotler Experience January 2008 - May 2008
Job Associate Producer at This Old House Ventures at Time Inc.
Industry Media Production
Experience
This Old House Ventures at Time Inc.  June 2014 - Present
Camden International Film Festival  September 2010 - Present
Blue Man Group  December 2006 - August 2014
This Old House Ventures at Time Inc.  April 2013 - June 2014
Thunder Sky Pictures   August 2011 - April 2013
Principle Pictures  October 2009 - August 2011
Blue Man Group  April 2005 - September 2009
Chicago Shakespeare Theater  January 2009 - April 2009
Gannett Welsh & Kotler   January 2008 - May 2008
Spectrum Concessions   August 2007 - May 2008

Skills
Avid Media Composer, Final Cut Pro, Apple Motion, Camtasia, Adobe Creative Suite, QuickBooks, Microsoft Office

Education
Boston University   2003 — 2007
Bachelor's, Film and Television

Falmouth Academy   1997 — 2003
High School Diploma

Jake Sargent Jake Sargent Washington D.C. Metro Area Details
Jake Sargent's Gannett Welsh & Kotler Experience July 1998 - April 2003
Job Senior Director at APCO Worldwide
Industry Public Relations and Communications
Experience
APCO Worldwide  January 2010 - Present
APCO Worldwide  January 2010 - Present
Brunswick Group  December 2006 - December 2009
House Committee of Rules   May 2005 - November 2006
State of California, Governor's Office   September 2003 - March 2005
Gannett Welsh & Kotler   July 1998 - April 2003

Skills
Crisis Communications

Education
Cornell University   1994 — 1998
Bachelor of Science (BS), Political Science and Government

Phillips Exeter Academy

Kate LeClair Kate LeClair Boston, Massachusetts Details
Kate LeClair's Gannett Welsh & Kotler Experience August 2006 - August 2008
Job Client Strategies at HighVista Strategies
Industry Financial Services
Experience
HighVista Strategies  October 2014 - Present
Cambridge Associates  May 2012 - October 2014
Robert W. Baird & Co.   May 2011 - May 2012
ThinkEquity LLC  August 2008 - May 2011
Gannett Welsh & Kotler   August 2006 - August 2008

Skills
Series 7, Series 66, Series 3, Uniform Combined State..., Venture Capital, FINRA, Bloomberg, Alternative Investments, Investments

Education
Miami University   2002 — 2006
International Studies

Nassime Ruch-Kamgar, CFA Nassime Ruch-Kamgar, CFA Denver, Colorado Details
Nassime Ruch-Kamgar, CFA's Gannett Welsh & Kotler Experience September 2005 - September 2007
Job Equity Research Analyst
Industry Financial Services
Experience
Lazard, Ltd.   July 2012 - July 2013
Keefe, Bruyette & Woods (KBW)   July 2008 - July 2012
Goldman Sachs  October 2007 - July 2008
Gannett Welsh & Kotler   September 2005 - September 2007
The Boston Stock Exchange   September 2004 - September 2005

Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Capital Markets, Investment Banking, Hedge Funds, Fixed Income, Series 7, Emerging Markets, Securities, Asset Management, Financial Analysis, Financial Statement..., Due Diligence, Investment Management, Microsoft Excel, Factset, PowerPoint, Competitive Analysis, Forecasting, Investments, ThomsonOne, Private Equity, Alternative Investments

Education
Bates College   2000 — 2004
Bachelor of Arts, Psychology/Economics

Bernards High School   1996 — 2000

Sarah Holmes-Klotz, GPHR, SHRM-SCP Sarah Holmes-Klotz, GPHR, SHRM-SCP Greater New York City Area Details
Sarah Holmes-Klotz, GPHR, SHRM-SCP's Gannett Welsh & Kotler Experience 2000 - 2003
Job Director, Human Resources/Finance /CAO
Industry Pharmaceuticals
Experience
Grunenthal USA   May 2013 - Present
Grünenthal Group   July 2011 - April 2013
Grünenthal Group   July 2010 - June 2011
Grünenthal Group   January 2010 - June 2010
Roche Diagnostics  September 2005 - May 2010
Gannett Welsh & Kotler   2000 - 2003
Genzyme  2000 - 2000

Skills
Pharmaceutical Industry, Human Resources, Finance, Global HR, Talent Acquisition, Change Management, Operations Management, Project Management, Leadership, Management, Strategic Planning, Healthcare, Business Strategy

Education
Boston College - Wallace E. Carroll Graduate School of Management   2002 — 2004
MBA, Marketing, Finance, International Business

Boston University   1998 — 2000
MA, Historic Preservation

Boston University   1993 — 1997
BA, English, Art History

Natick High School

Natick High School

Natick High School

Arthur Moscufo Arthur Moscufo Greater Boston Area Details
Arthur Moscufo's Gannett Welsh & Kotler Experience April 2007 - June 2014
Job Owner at Handy Guy LLC
Industry Consumer Services
Experience
Handy Guy LLC   June 2014 - Present
Gannett Welsh & Kotler   April 2007 - June 2014
Putnam Investments  2000 - 2007

Skills
Series 63, Series 6, Mutual Funds, Fixed Income, Bloomberg, Asset Allocation, Securities, Asset Management, Equities, Investments, Portfolio Management, Wealth Management, Alternative Investments, Financial Services, Hedge Funds, Relationship Management

Education
University of Massachusetts Lowell   1998 — 2002

Wilmington High School   1994 — 1998

Cristi DeCotis Cristi DeCotis Greater Boston Area Details
Cristi DeCotis's Gannett Welsh & Kotler Experience March 2010 - Present
Job Senior Credit Analyst at Gannett Welsh & Kotler
Industry Financial Services
Experience
Gannett Welsh & Kotler   March 2010 - Present
Fortis Investments  June 2007 - February 2010
Royal Bank of Scotland  2001 - 2007

Skills
Investments, Credit, Bonds, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Equities, Financial Modeling, Investment Management, Hedge Funds, Asset Allocation, Capital Markets, Valuation, Financial Analysis, Alternative Investments, Mutual Funds, Credit Analysis, Investment Strategies, Derivatives

Education
Babson College - Franklin W. Olin Graduate School of Business   2004 — 2011
MBA

Brown University   1996 — 2000
AB, Economics & Organizational Behavior Management

Karen Gadbois, CFA Karen Gadbois, CFA Greater Boston Area Details
Karen Gadbois, CFA's Gannett Welsh & Kotler Experience June 1998 - October 2000
Job Investment analyst proficient in credit research and fixedincome market strategy
Industry Investment Management
Experience
reacHire  2014 - Present
Gannett Welsh & Kotler   June 1998 - October 2000
MFS Investment Management  August 1992 - June 1998
State Street Bank  November 1985 - August 1992

Skills
Management, Public Speaking, Customer Service, Finance, Strategic Planning, Fixed Income, Microsoft Excel, Bloomberg, Mutual Funds, Equities

Education
Babson College   1987 — 1990
MBA Franklin W. Olin Graduate School of Business

Boston College   1981 — 1985
BS, Economics

Karla Kennedy Karla Kennedy Greater Boston Area Details
Karla Kennedy's Gannett Welsh & Kotler Experience April 2004 - November 2008
Job Global Fixed Income Team
Industry Financial Services
Experience
Loomis Sayles & Company  April 2011 - Present
Fireman Capital Advisors   November 2009 - April 2011
Gannett Welsh & Kotler   April 2004 - November 2008
State Street Bank  September 2000 - March 2004

Education
Butler University   1994 — 1999
BFA, Dance Performance

Jerel Novick Jerel Novick Boston, Massachusetts Details
Jerel Novick's Gannett Welsh & Kotler Experience 2010 - 2012
Job Proprietary Equity Trader at T3 Trading Group, LLC
Industry Investment Management
Experience
T3 Trading Group, LLC  June 2012 - Present
Gannett Welsh & Kotler   2010 - 2012
Gannett Welsh & Kotler   2008 - 2012
Gannett Welsh & Kotler   2002 - 2008
Gannett Welsh & Kotler   2000 - 2002
Scudder Kemper Investments  1998 - 2000
Scudder Kemper Investments  1998 - 1998
Investors Bank & Trust  1996 - 1998
Take A Break Student Travel   1994 - 1994
Hear Music  1991 - 1993

Skills
Investments, Fixed Income, Equities, Mutual Funds, Portfolio Management, Financial Services, Bonds, Bloomberg, Securities, Asset Management, Investment Management, Derivatives, Hedge Funds, Series 56, Trading, Equity Trading, Alternative Investments

Education
Northeastern University - Graduate School of Business Administration   2006 — 2008
Master of Science (M.S.), Finance

Northeastern University   1990 — 1996
Bachelor of Arts (B.A.), Business - Finance & Entrepreneurship

Millis High School   1986 — 1990

Kate Devens Kate Devens Greater Boston Area Details
Kate Devens's Gannett Welsh & Kotler Experience March 2010 - Present
Job IT Consultant at Gannett Welsh & Kotler
Industry Financial Services
Experience
Gannett Welsh & Kotler   March 2010 - Present
SCS Financial  June 2008 - March 2010
Income Research & Management  April 2007 - June 2008
Gannett Welsh & Kotler   September 2000 - April 2007

Education
University of New Hampshire   1991 — 1995
Bachelor of Science (BS)

Matthew Vroom Matthew Vroom Greater New York City Area Details
Matthew Vroom's Gannett Welsh & Kotler Experience October 2004 - September 2006
Job Principal at Atrium Real Estate Group
Industry Real Estate
Experience
Atrium Real Estate Group, LLC   September 2014 - Present
Madison CM Group   September 2014 - Present
Time Square Development   June 2009 - September 2014
Archstone-Smith  February 2008 - January 2009
Forest City Enterprises  May 2007 - December 2007
Gannett Welsh & Kotler   October 2004 - September 2006
State Street Research  October 2001 - October 2004

Education
New York University   2006 — 2007
MS, Real Estate Development

Bentley University   2002 — 2006
MBA, Management

Bentley University   1999 — 2001
BS, Finance

Westfield State University

Brian Fitzgibbons Brian Fitzgibbons Greater Boston Area Details
Brian Fitzgibbons's Gannett Welsh & Kotler Experience October 2006 - September 2007
Job Logistics Officer (USMC)
Industry Military
Experience
USMC  Logistics OfficerUnited States Marine CorpsSeptember 2007 - Present
Gannett Welsh & Kotler   October 2006 - September 2007

Education
Bowdoin College   2001 — 2005
BA, Russian

Matthew Hart Matthew Hart Greater Boston Area Details
Matthew Hart's Gannett Welsh & Kotler Experience 2008 - 2010
Job District Manager Southwest at EMC
Industry Information Technology and Services
Experience
EMC  March 2015 - Present
EMC  October 2013 - February 2015
EMC  April 2013 - September 2013
Partners Capital LLP  November 2010 - March 2013
Gannett Welsh & Kotler   2008 - 2010

Skills
Financial Modeling, Equities, Valuation, Portfolio Management, Asset Management, Investments, Bloomberg, Fixed Income, Hedge Funds, Financial Analysis, Alternative Investments, Due Diligence, Private Equity, Corporate Finance, Mutual Funds, Capital Markets, Asset Allocation, Business Development, Investment Management, Trading

Education
Babson College   2002 — 2006
BS, Finance and Economics

Alex Stepanek Braun Alex Stepanek Braun Woonsocket, Rhode Island Details
Alex Stepanek Braun's Gannett Welsh & Kotler Experience December 2007 - July 2008
Job Investor Relations at CVS Health Corporation
Industry Financial Services
Experience
CVS Health  May 2014 - Present
HSBC  June 2011 - May 2014
American Express  February 2011 - April 2011
Gannett Welsh & Kotler   December 2007 - July 2008
Gannett Welsh & Kotler   May 2006 - December 2007

Skills
Investor Relations, Investment Management, Banking

Education
New York University, Stern School of Business   2012 — 2014
Master of Business Administration (MBA), Finance and Strategy

New York University   2008 — 2010
MA, International Politics & International Business

Connecticut College   2001 — 2005
Bachelor of Arts (BA), Government

Groton School   1999 — 2001
Diploma

Matt Kence Matt Kence Greater Boston Area Details
Matt Kence's Gannett Welsh & Kotler Experience 2009 - January 2010
Job VP Senior High Yield Bond Analyst
Industry Financial Services
Experience
Standard Life Investments  February 2010 - Present
Gannett Welsh & Kotler   2009 - January 2010
MFS Investment Management  December 2007 - January 2009

Education
University of California, Berkeley, Haas School of Business   2001 — 2003
MBA

Ohio University   1992 — 1997
MS, Mechanical Engineering

Jeanne Skettino,CFA Jeanne Skettino,CFA Greater Boston Area Details
Jeanne Skettino,CFA's Gannett Welsh & Kotler Experience 1992 - 2008
Job Financial Services Professional
Industry Investment Management
Experience
Wellington Management  February 2013 - April 2014
Wellington Management  February 2011 - August 2012
Gannett Welsh & Kotler   1992 - 2008
Logica  1985 - 1992
Bank of Boston  1981 - 1985
Mellon Bank  1978 - 1981

Skills
Business Intelligence, Fixed Income, Process Improvement, Strategy, Requirements Analysis, Business Analysis, Management, Business Process, Investments, Finance, Portfolio Management

Education
Carnegie Mellon University   1974 — 1978
BS, Administration and Management Sciences

Charles Whinery Charles Whinery Stamford, Connecticut Details
Charles Whinery's Gannett Welsh & Kotler Experience 1998 - 2005
Job BlueBay High Yield
Industry Investment Management
Experience
BlueBay Asset Management  October 2010 - Present
MFS Investment Management  2004 - October 2010
Gannett Welsh & Kotler   1998 - 2005

Education
Middlebury College   1992 — 1996

Paul McCann Paul McCann Boston, Massachusetts Details
Paul McCann's Gannett Welsh & Kotler Experience August 2004 - January 2012
Job Fixed Income Trader at Columbia Management
Industry Investment Management
Experience
Columbia Management  April 2012 - Present
Gannett Welsh & Kotler   August 2004 - January 2012
GMO  May 2001 - August 2004

Education
Saint Anselm College   1997 — 2001
BA, Business

Suffolk University - Sawyer Business School
Master of Science (M.S.), Finance

John Cartisser John Cartisser Greater Boston Area Details
John Cartisser's Gannett Welsh & Kotler Experience April 2002 - November 2002
Job Office Manager at Done Right Roofing
Industry Financial Services
Experience
Done Right Roofing   July 2013 - Present
Ameridose  September 2011 - October 2012
LongVue Advisors   September 2008 - May 2009
Boston Trust & Investment Management Company  February 2007 - March 2008
Hale & Dorr Capital Management   April 2005 - September 2006
Gannett Welsh & Kotler   April 2002 - November 2002
Woodstock Corporation  March 1997 - April 2002

Skills
Financial Services, Risk Management, Budgets, Analysis, Business Development, Management, Strategic Planning, Team Leadership, Portfolio Management, Program Management

Education
Kean University   1990 — 1993
Business, Economics

Christina DiNardi Christina DiNardi Boston, Massachusetts Details
Christina DiNardi's Gannett Welsh & Kotler Experience November 2009 - June 2014
Job Greater Boston Area Real Estate Agent
Industry Real Estate
Experience
Keller Williams Real Estate  March 2012 - Present
Gannett Welsh & Kotler   November 2009 - June 2014
State Education Resource Center  June 2007 - June 2009

Skills
Residential Real Estate, Marketing, Microsoft Excel, Social Media, Investments, Real Estate, Buyers, Residential Homes, Sellers, Referrals, New Home Sales, Negotiation, First Time Home Buyers, Condos, Investment Properties, Real Property, Foreclosures, Short Sales, Real Estate License, Relocation, Property, Sales, Real Estate Transactions, Investors, Single Family Homes, Buyer Representation, Property Management, Customer Service, REO, Microsoft Office, Real Estate Development, Listings, Luxury

Education
Becker College   2002 — 2006
Bachelor's degree, Legal Studies

Philip Stack Philip Stack Greater New York City Area Details
Philip Stack's Gannett Welsh & Kotler Experience December 2008 - February 2012
Job Chief Compliance Officer CGCM Funds at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  December 2013 - Present
Morgan Stanley  May 2012 - December 2013
Gannett Welsh & Kotler   December 2008 - February 2012
Old Mutual (US) Holdings   August 2005 - November 2008
Ernst & Young LLP  November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.)   June 2003 - July 2004
Liberty Financial  March 1998 - November 2001
First Data Corporation  1996 - 1998

Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering

Education
Suffolk University - Sawyer School of Management   1999 — 2003
MBA, Business & Finance, 3.9GPA

Northeastern University   1992 — 1997
BSBA, Accounting

Gina Yianopoulos Gina Yianopoulos Greater Boston Area Details
Gina Yianopoulos's Gannett Welsh & Kotler Experience December 2006 - April 2007
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  January 2015 - Present
Goldman Sachs  January 2012 - Present
Goldman Sachs  2007 - February 2012
Gannett Welsh & Kotler   December 2006 - April 2007
Gannett Welsh & Kotler   January 2005 - December 2006
State Street  2003 - 2004

Education
Boston College   1999 — 2003
BS, Finance, Marketing

Charles Devens Charles Devens Greater Boston Area Details
Charles Devens's Gannett Welsh & Kotler Experience January 1994 - May 1998
Job Municipal Bond Trader at Gannett Welsh & Kotler, LLC
Industry Investment Management
Experience
Gannett Welsh & Kotler, LLC   May 1999 - Present
Gannett Welsh & Kotler   January 1994 - May 1998

Skills
Fixed Income, Bloomberg, Bonds, Trading, Investment Management, Valuation, Asset Management, Capital Markets, Investments, Portfolio Management, Investment Strategies, Wealth Management, Investment Advisory

Education
Boston University Questrom School of Business   2004 — 2006
MSIM, Investment Management

University of Vermont   1989 — 1993
B.A., History, Environmental Studies, Spanish

Dino DiFronzo Dino DiFronzo Greater Boston Area Details
Dino DiFronzo's Gannett Welsh & Kotler Experience ControllerTotal Learning Concepts1998 - 2003
Job Director VP Finance & Administration at Gannett Welsh & Kotler
Industry Investment Management
Experience
Gannett Welsh & Kotler   ControllerTotal Learning Concepts1998 - 2003
EMI Strategic Marketing  July 1991 - March 1998

Skills
Asset Management, Equities, Fixed Income, Investment Management

Education
Bentley University   1984 — 1990

Scott McIntyre, CFA Scott McIntyre, CFA Burlington, Vermont Details
Scott McIntyre, CFA's Gannett Welsh & Kotler Experience August 2002 - June 2004
Job Principal, Senior Portfolio Manager at Performa Limited, LLC
Industry Investment Management
Experience
Performa Limited (US), LLC   August 2012 - Present
Dwight Asset Management  April 2011 - May 2012
Dwight Asset Management  August 2006 - April 2011
Dwight Asset Management  July 2004 - August 2006
Gannett Welsh & Kotler   August 2002 - June 2004
Loomis, Sayles & Company   July 2000 - August 2002

Skills
Asset Management, Fixed Income Trading, Asset Allocation, Fixed Income, Bonds, Compliance Management, Sales Presentations, Client Communication, Performance Management, Personal Development, Portfolio Management, Trading, Client Service, Investment Strategies, Risk Management, Credit Analysis, Securities, Credit Risk, Fixed Income Products, Asset Managment

Education
Union Graduate College   1994 — 1996
Masters in Business Administration

Union College   1989 — 1993
BA

Ruth Rivard Ruth Rivard Greater Boston Area Details
Ruth Rivard's Gannett Welsh & Kotler Experience 1994 - 2010
Job Financial Services Professional
Industry Investment Management
Experience
Gannett Welsh & Kotler   1994 - 2010

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 1999
MBA, Finance

University of New Hampshire -- Peter T. Paul College of Business and Economics   1987 — 1991
BA, Economics

Adam Saidla Adam Saidla Boston, Massachusetts Details
Adam Saidla's Gannett Welsh & Kotler Experience May 2000 - August 2010
Job AVP Client Applications at Wellington Management
Industry Investment Management
Experience
Wellington Management  August 2010 - Present
Gannett Welsh & Kotler   May 2000 - August 2010
Fidelity Investments  1998 - 2000

Skills
Alternative Investments, Business Analysis, Derivatives, Equities, Investment Management, Mutual Funds, Salesforce.com, Securities

Education
Old Dominion University
Bachelor of Arts (B.A.)

Joseph Bachynsky Joseph Bachynsky New York, New York Details
Joseph Bachynsky's Gannett Welsh & Kotler Experience December 2007 - September 2008
Job Quality Control/Account Executive
Industry Financial Services
Experience
Keane Financial   December 2014 - Present
UPRR Securities, LLC   November 2011 - December 2014
General Electric  June 2009 - January 2010
Gannett Welsh & Kotler   December 2007 - September 2008

Skills
Series 7 License, Series 66 License, FINRA, Series 7, Asset Management, Fixed Income, Equities, Microsoft Excel, Management, Leadership, Customer Service, Investments, Financial Services

Education
Northeastern University   2006 — 2011
Finance and Entrepreneurship, Business

Daniel Thorpe, CFA Daniel Thorpe, CFA Greater Chicago Area Details
Daniel Thorpe, CFA's Gannett Welsh & Kotler Experience November 2005 - June 2008
Job Director of Municipal Credit Research at C.W. Henderson & Associates
Industry Financial Services
Experience
C.W. Henderson & Associates   June 2010 - Present
Gannett Welsh & Kotler   November 2005 - June 2008

Skills
Bonds, Securities, Fixed Income, Municipalities

Education
Indiana University - Kelley School of Business   2008 — 2010
MBA, Finance

Boston College   1999 — 2003
BA, Economics

The Blake School

Jonathan DeCourcey Jonathan DeCourcey Boston, Massachusetts Details
Jonathan DeCourcey's Gannett Welsh & Kotler Experience November 2007 - September 2008
Job Canaccord Genuity
Industry Investment Management
Experience
Canaccord Genuity Inc.  August 2014 - Present
GW&K Investment Management  September 2008 - August 2014
G51 Capital  September 2012 - May 2013
Gannett Welsh & Kotler   November 2007 - September 2008
Brown Brothers Harriman  July 2005 - July 2007
Morgan Stanley  June 2004 - August 2004

Skills
Candidate for CFA...

Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)

Babson College   2001 — 2005
Bachelor of Science, Business Management