Gardner Lewis Asset Management

Description

Address: 285 Wilmington West Chester Pike, Chadds Ford, PA 19317 Phone: (610) 558-2800: : Website: : Hours: Place name: : Category: : : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Gardner Lewis Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Gardner Lewis Asset Management Employees

Employee
Years
Job
Industry
Charles Conlin Charles Conlin Salt Lake City, Utah Details
Charles Conlin's Gardner Lewis Asset Management Experience June 2010 - August 2010
Job Operations Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  August 2015 - Present
Vanguard  February 2014 - July 2015
Yelp, Inc.   September 2013 - October 2013
Gardner Lewis Asset Management   June 2010 - August 2010
Suffolk Capital Management  June 2009 - August 2009
Bayard Taylor Adult Literacy Program   June 2008 - July 2008

Skills
Advertising, Sales, Photoshop, Client Services, Microsoft Office, Research, Series 63, Cold Calling, Salesforce.com, Data Analysis, Statistics, PowerPoint, Online Advertising, Lead Management, Client Development, Sales Cycle Management, CPM Advertising, Salesforce, Client Relationship..., Defined Contribution, Client Service, 401k, 403 b

Education
Carnegie Mellon University   2009 — 2013
Bachelor of Science (B.S.), International Relations and Politics

Pomfret School   2006 — 2009

Bernard Diggins Bernard Diggins Greater Philadelphia Area Details
Bernard Diggins's Gardner Lewis Asset Management Experience
Job Partner & Portfolio Manager Gardner Lewis Asset Management
Industry Investment Management
Experience
Gardner Lewis Asset Management  

Skills
Portfolio Management, Corporate Law, Investments, Investment Advisers Act, Investment Company Act, Asset Management, Hedge Funds, Research

Education
Pennsylvania State University, The Dickinson School of Law
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law

The Ohio State University
Bachelor's Degree, Political Science and Government, Economics

J. Scott McGraw J. Scott McGraw Greater Philadelphia Area Details
J. Scott McGraw's Gardner Lewis Asset Management Experience 2005 - 2009
Job Founder, Merit Investment Management
Industry Investment Management
Experience
Merit Investment Management   2009 - Present
Gardner Lewis Asset Management   2005 - 2009
Bank of America  2003 - 2005
Merrill Lynch  2001 - 2003
Accenture  1994 - 2000

Skills
Investment Management, Alternative Investments, Investment Strategies, Equity Research, Hedge Funds, Equity Valuation, Valuation, Asset Management, Mutual Funds, Investment Banking, Bloomberg, Investment Advisory, Investments, Equities, Financial Modeling

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA, Finance

Boston College   1990 — 1994
BS, Finance & Economics

Glenn Starr Glenn Starr Greater Philadelphia Area Details
Glenn Starr's Gardner Lewis Asset Management Experience February 1993 - Present
Job Senior Equities Trader at Gardner Lewis Asset Management
Industry Investment Management
Experience
Gardner Lewis Asset Management   February 1993 - Present
Wilmington Trust  August 1987 - January 1993

Skills
Finance, Investments, Hedge Funds, Securities

Education
University of Delaware   1983 — 1987
BS, Finance and Economics

Sean Gillooly Sean Gillooly New York, New York Details
Sean Gillooly's Gardner Lewis Asset Management Experience May 2011 - August 2011
Job Trader at King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management  June 2014 - Present
Morgan Stanley  June 2013 - June 2014
Nittany Lion Fund   January 2012 - December 2012
Morgan Stanley  June 2012 - August 2012
Nittany Lion Fund LLC  January 2011 - December 2011
Gardner Lewis Asset Management   May 2011 - August 2011
Nittany Lion Fund LLC  January 2010 - December 2010
Merrill Lynch  May 2010 - August 2010

Skills
Excel, Bloomberg, Accounting, Equities, Portfolio Management, Investment Management, Financial Modeling, Finance, Investment Banking, Leadership, Financial Analysis, Equity Research, Microsoft Excel, Investments, Economics, Corporate Finance, Asset Managment, Valuation, Bloomberg Terminal, Asset Management, Securities

Education
Penn State University   2009 — 2013
Bachelor of Science, Finance

Mark Vasquez Mark Vasquez Greater Philadelphia Area Details
Mark Vasquez's Gardner Lewis Asset Management Experience 2009 - 2011
Job Portfolio Manager at Red Spruce Capital
Industry Investment Management
Experience
Gardner Lewis Asset Management   2009 - 2011
Susquehanna International Group  2003 - 2008
Arch + Beam Global   2001 - 2003

Education
Cornell University   1996 — 2000
BS, Operations Research & Industrial Engineering

Willie Zantzinger Willie Zantzinger Greater Philadelphia Area Details
Willie Zantzinger's Gardner Lewis Asset Management Experience 1992 - 2012
Job Investment Advisor
Industry Investment Management
Experience
William Blair & Company  2013 - Present
Gardner Lewis Asset Management   1992 - 2012
Compass Point Research and Trading   2009 - 2010
Morgan Stanley International   1988 - 1990
Morgan Stanley  1986 - 1987
Morgan Olmstead Kennedy & Gardner   1985 - 1985
Johnston Lemon & Co.   1983 - 1985

Skills
Financial Services, Investment Advisory, Mutual Funds, Asset Allocation, Marketing Strategy, Leadership, Management, Risk Assessment, Sales, Risk Management, Investment Management, Equities, Asset Management, Financial Markets, Trading, Securities, Business Development

Education
Darden Graduate School of Business Administration   1990 — 1992
MBA, Finance, General

University of Virginia   1981 — 1983
Bachelor of Arts (BA), Economics

UNC Chapel Hill   1979 — 1981

John Larson John Larson Greater Philadelphia Area Details
John Larson's Gardner Lewis Asset Management Experience June 2000 - January 2012
Job Director, Institutional Sales & Consultant Relations at HGK Asset Management, Inc.
Industry Investment Management
Experience
HGK Asset Management, Inc.   March 2014 - Present
Delaware Museum of Natural History  2010 - Present
Echo Point Investment Management, LLC   February 2013 - January 2014
Cole Real Estate   January 2012 - December 2012
Gardner Lewis Asset Management   June 2000 - January 2012
Cooke & Bieler, L.P.   July 1998 - June 2000
Penn Capital Management  April 1995 - July 1998
Klockner Pentaplast  1989 - 1995
Copy Systems Incorporated   1988 - 1989

Skills
Alternative Investments, Asset Managment, Bonds, Investments, Investment Management, ETFs, Microsoft Office, Hedge Funds, Private Equity, Equity Research, Due Diligence, Equities, Investment Strategies, Venture Capital, Asset Management, Strategy, Financial Analysis, Asset Allocation, Securities, Portfolio Management, Investment Advisory, Institutional, Bloomberg, Fixed Income, Valuation, Series 7

Education
University of Virginia   1985 — 1989
BA, Communications

University of California, Berkeley   1988 — 1988
Psychology

Miramonte High School   1981 — 1985

Amish Desai Amish Desai Greater Philadelphia Area Details
Amish Desai's Gardner Lewis Asset Management Experience 2009 - 2011
Job Portfolio Manager at Red Spruce Capital
Industry Investment Management
Experience
Red Spruce Capital   2011 - Present
Gardner Lewis Asset Management   2009 - 2011
Susquehanna International Group  2002 - 2008

Education
Drexel University   1998 — 2003
B.S. in Business Administration

Ryan Vasilik Ryan Vasilik Greater Philadelphia Area Details
Ryan Vasilik's Gardner Lewis Asset Management Experience October 2013 - Present
Job Equity Analyst at Gardner Lewis Asset Management
Industry Financial Services
Experience
Gardner Lewis Asset Management   October 2013 - Present
Polycom  June 2012 - August 2012

Skills
Financial Modeling, Investments, Equity Valuation, Forecasting, Equity Research

Education
Penn State University   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General

Lauren Tongiani Lauren Tongiani Greater Philadelphia Area Details
Lauren Tongiani's Gardner Lewis Asset Management Experience July 2007 - June 2008
Job Service Account Manager | Dealer Services at Hartford Funds
Industry Financial Services
Experience
Hartford Funds  February 2015 - Present
Pershing, a BNY Mellon company  March 2014 - February 2015
Pershing, a BNY Mellon company  January 2011 - March 2014
State Street  June 2008 - December 2010
Gardner Lewis Asset Management   July 2007 - June 2008
SEI Investments  August 2002 - May 2007

Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63

Education
La Salle University
MBA, Master of Business Administration

Widener University
BS, Business Management, Concentration: MIS

Scott Gates Scott Gates Greater Philadelphia Area Details
Scott Gates's Gardner Lewis Asset Management Experience 1997 - 2003
Job Chief Investment Officer at Friess Associates, Manager to the Brandywine Funds.
Industry Investment Management
Experience
Friess Associates  2003 - Present
Gardner Lewis Asset Management   1997 - 2003
Butler Harlow LTD, Garvin Guy Butler Ltd   1991 - 1996
Tague Securities   1989 - 1991

Skills
Investment Management, Risk Management, Equity Valuation, Derivatives, Trading, Venture Capital, Strategic Financial...

Education
Emory University - Goizueta Business School   1986 — 1988
Master of Business Administration (MBA), quantitative methods

Wake Forest University   1980 — 1984
BA, History and Literature

Wilmington Friends School

Chad Mikolajcik Chad Mikolajcik Greater Pittsburgh Area Details
Chad Mikolajcik's Gardner Lewis Asset Management Experience 2000 - 2004
Job
Industry Information Technology and Services
Experience
Insurance Services LLC   2011 - Present
XR Trading  2008 - 2010
Doorshorts   2007 - 2008
Mellon Financial  2005 - 2007
Gardner Lewis Asset Management   2000 - 2004

Education
University of Chicago   2011 — 2013
MS

University of Notre Dame   1996 — 2000
BBA

Sue Malley Sue Malley Greater Philadelphia Area Details
Sue Malley's Gardner Lewis Asset Management Experience June 2009 - May 2011
Job Senior Revenue Accountant
Industry Financial Services
Experience
eBay Enterprise  February 2014 - Present
Mercury Media  June 2011 - October 2013
Gardner Lewis Asset Management   June 2009 - May 2011
TL Ventures  August 2003 - June 2009
Striker Partners   July 2001 - May 2003
RSM McGladrey, Inc  January 1997 - May 2001
Mara Enterprises   May 1995 - January 1997
The McClure Group   September 1992 - May 1995
Peterson Dillard Young Self & Asselin   September 1992 - January 1994
McClure & Company   March 1990 - November 1991

Skills
Accounts Payable, Accounting, Accounts Receivable, Analysis, General Ledger, Revenue Recognition, SAP, Great Plains Software

Education
Villanova University   2006 — 2010
BS, Accountancy

Montgomery County Community College   2001 — 2005
AAS, Business Administration

Owen J. Roberts HS   1981 — 1985

Tom Kurey Tom Kurey Clearwater, Florida Details
Tom Kurey's Gardner Lewis Asset Management Experience June 2006 - October 2011
Job Managing Member; Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC  November 2011 - Present
Gardner Lewis Asset Management   June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management   April 2000 - May 2006
Putnam Investments  August 1997 - March 2000
EVEREN Securities  1995 - 1997
Duff & Phelps  1994 - 1995
Coopers & Lybrand  1988 - 1992

Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management

Education
The University of Chicago Booth School of Business   1992 — 1994
MBA, Finance and Business Policy/Strategy

University of Wisconsin-Madison   1984 — 1988
BBA, Accounting

Brian Konigsberg Brian Konigsberg Greater New York City Area Details
Brian Konigsberg's Gardner Lewis Asset Management Experience August 2000 - April 2001
Job Equity Research Analyst, SMID Industrials/Engineering and Construction
Industry Financial Services
Experience
Vertical Research Partners  February 2010 - Present
Citigroup  October 2006 - February 2010
Soleil Securities  September 2005 - October 2006
Ascent Growth Funds   June 2003 - September 2005
SG Cowen  April 2001 - July 2002
Gardner Lewis Asset Management   August 2000 - April 2001

Education
University of Pennsylvania   1996 — 2000
Bachelor of Arts (BA), International Relations and Affairs

Roslyn High School

Kyle Moores Kyle Moores Wilmington, Delaware Details
Kyle Moores's Gardner Lewis Asset Management Experience February 2008 - September 2011
Job Systems Administrator at The Buccini/Pollin Group
Industry Computer Networking
Experience
The Buccini Pollin Group   January 2012 - Present
Horizon Services, Inc. - Plumbing, Heating, Air Conditioning   September 2011 - January 2012
Gardner Lewis Asset Management   February 2008 - September 2011

Skills
Microsoft Excel, Asset Management, Access, Bloomberg, Microsoft Office

Education
ITT Tech   2005 — 2007
Associate's degree, Computer Systems Networking and Telecommunications

University of Delaware   2003 — 2005

Sherry M. Vari Sherry M. Vari Greater Philadelphia Area Details
Sherry M. Vari's Gardner Lewis Asset Management Experience May 2002 - November 2011
Job Human Resource Consultant at Butamax Advanced Biofuels LLC
Industry Biotechnology
Experience
Butamax Advanced Biofuels LLC   September 2012 - Present
Gardner Lewis Asset Management   May 2002 - November 2011
DuPont Pharmaceuticals  1984 - 2001

Skills
Human Resources, Deferred Compensation, Employee Benefits, Benefits Administration, HRIS, Succession Planning, Onboarding, Workforce Planning, HR Policies, Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Performance Management, Personnel Management

Education
Immaculata University
BA, Organizational Dynamics

Chris Gildea Chris Gildea Greater Philadelphia Area Details
Chris Gildea's Gardner Lewis Asset Management Experience November 2004 - July 2010
Job Managing Director / Portfolio Manager at Smith Affiliated Capital / Portsmith Capital Partners
Industry Investment Management
Experience
Smith Affiliated Capital / Portsmith Capital Partners   August 2014 - Present
Merit Investment Management   September 2010 - August 2014
Gardner Lewis Asset Management   November 2004 - July 2010

Education
Purdue University - Krannert School of Management   2002 — 2004
MBA, Accounting and Finance

Suffolk University Law School   1993 — 1997
JD

Boston College   1988 — 1992
BS, Economics and Operations Management

Mark Cushing Mark Cushing Greater Philadelphia Area Details
Mark Cushing's Gardner Lewis Asset Management Experience 1991 - 2004
Job Portfolio Manager and Equity Analyst
Industry Investment Management
Experience
Cushing Portfolio Management   2008 - Present
TIG Advisors, LLC  2005 - 2008
Gardner Lewis Asset Management   1991 - 2004
Gardner Lewis Asset Management   1991 - 2004

Education
CFA Institute
CFA

Drexel University
MBA

University of Delaware
BS

Timothy Zoppi Timothy Zoppi Greater Philadelphia Area Details
Timothy Zoppi's Gardner Lewis Asset Management Experience June 2005 - March 2007
Job Assoicate at BlackRock
Industry Financial Services
Experience
BlackRock  March 2007 - Present
Gardner Lewis Asset Management   June 2005 - March 2007
Mellon Financial  January 2003 - June 2005

Skills
Fixed Income, Financial Modeling, Bloomberg, Hedge Funds, Equities, Securities, Alternative Investments, Portfolio Management

Education
University of Pittsburgh   1998 — 2002
BSBA, Finance

Kim Undorf Kim Undorf Greater Philadelphia Area Details
Kim Undorf's Gardner Lewis Asset Management Experience May 2002 - May 2011
Job Purchasing Analyst at CertainTeed Corporation
Industry Investment Management
Experience
CertainTeed Corporation  August 2015 - Present
Gardner Lewis Asset Management   May 2002 - May 2011

Skills
Investments, Hedge Funds, Asset Management, Mutual Funds, Investment Strategies, Financial Services

Education
University of Delaware
BS, Economics

Colleen Oller Colleen Oller Greater Philadelphia Area Details
Colleen Oller's Gardner Lewis Asset Management Experience June 2004 - March 2012
Job Accounting & Operations Professional
Industry Investment Management
Experience
Brandywine Financial Services   January 2013 - Present
Veterinary Specialty Center of Delaware  October 2004 - Present
JPMorgan Chase  April 2012 - December 2012
Gardner Lewis Asset Management   June 2004 - March 2012
SuperFresh Food Markets  July 1994 - July 2004

Education
Goldey Beacom College   2012 — 2013
Post-Baccalaureate Certificate in Accounting

Wilmington College   2002 — 2004
MBA, Finance

Goldey Beacom College   1995 — 1999
Bachelor of Science, Finance Management

Alison Verbosh Alison Verbosh Lenhartsville, Pennsylvania Details
Alison Verbosh's Gardner Lewis Asset Management Experience 2005 - December 2007
Job Retail Accounting Manager at Yuengling's Ice Cream Corporation
Industry Transportation/Trucking/Railroad
Experience
Yuengling's Ice Cream Corporation   May 2014 - Present
Peters Brothers Trucking   April 2012 - January 2013
PriceWaterhouse Coopers  2008 - 2010
Gardner Lewis Asset Management   2005 - December 2007
Unisource Worldwide, Inc.   April 2003 - March 2005
Exelon  August 2001 - March 2003

Skills
Variance Analysis, Tax, Accounting, Finance, Account Reconciliation, Payroll, Human Resources, General Ledger

Education
Immaculata University   2000 — 2002
Business, Business Management and HR

PJA School   2001 — 2001
Para-Accounting Certificate, Accounting