Good Harbor Financial, LLC
Industry: Company
DescriptionFounded: 2003 Parent organization: Cedar Capital, LLC
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Good Harbor Financial, LLC Employees
Employee
Years
Job
Industry
Jessica Egdorf Jessica Egdorf's Good Harbor Financial, LLC Experience 2014 - 2014
Job Executive Assistant at CDM Media
Industry Marketing and Advertising
Experience
CDM Media September 2014 - Present
Quick Leonard Kieffer May 2013 - January 2014
Good Harbor Financial, LLC 2014 - 2014
Skills
Recruiting, Talent Acquisition, Executive Search, Management, Talent Management, Leadership, Interviews, Human Resources, SDLC, Customer Service, Sourcing, Training, Applicant Tracking..., Onboarding, Social Media, Marketing, Microsoft Office, Account Management, Strategic Planning, New Business Development, Sales, Marketing Strategy
Education
Argosy University Chicago 2013 — 2014
Master of Business Administration (M.B.A.), International Businesss
DeVry University 2007 — 2009
Bachelor of Arts (B.A.), Marketing
Indiana University Bloomington 2004 — 2006
Associate's degree, Biology
CDM Media September 2014 - Present
Quick Leonard Kieffer May 2013 - January 2014
Good Harbor Financial, LLC 2014 - 2014
Skills
Recruiting, Talent Acquisition, Executive Search, Management, Talent Management, Leadership, Interviews, Human Resources, SDLC, Customer Service, Sourcing, Training, Applicant Tracking..., Onboarding, Social Media, Marketing, Microsoft Office, Account Management, Strategic Planning, New Business Development, Sales, Marketing Strategy
Education
Argosy University Chicago 2013 — 2014
Master of Business Administration (M.B.A.), International Businesss
DeVry University 2007 — 2009
Bachelor of Arts (B.A.), Marketing
Indiana University Bloomington 2004 — 2006
Associate's degree, Biology
Justin Salemy Justin Salemy's Good Harbor Financial, LLC Experience November 2013 - Present
Job Managing Director at Cedar Capital
Industry Investment Management
Experience
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Forrest Tarsa's Good Harbor Financial, LLC Experience 2013 - 2014
Job Internal Consultant at Cedar Capital
Industry Financial Services
Experience
Cedar Capital August 2013 - Present
Good Harbor Financial, LLC 2013 - 2014
Hope College January 2011 - May 2013
Good Harbor Financial, LLC May 2012 - August 2012
North Restaurant January 2010 - August 2010
Skills
Research, Market Research, Sports Statistics, Microsoft Excel, Microsoft Word, Positive Personality, Leadership, Public Speaking, Data Analysis, PowerPoint, Investments, Finance, Customer Service, Management, Sales, Social Media, Event Planning, Microsoft Office, Marksmanship
Education
Hope College 2009 — 2013
Bachelor of Science (BS), Economics
Cedar Capital August 2013 - Present
Good Harbor Financial, LLC 2013 - 2014
Hope College January 2011 - May 2013
Good Harbor Financial, LLC May 2012 - August 2012
North Restaurant January 2010 - August 2010
Skills
Research, Market Research, Sports Statistics, Microsoft Excel, Microsoft Word, Positive Personality, Leadership, Public Speaking, Data Analysis, PowerPoint, Investments, Finance, Customer Service, Management, Sales, Social Media, Event Planning, Microsoft Office, Marksmanship
Education
Hope College 2009 — 2013
Bachelor of Science (BS), Economics
Robert Napier's Good Harbor Financial, LLC Experience May 2013 - August 2014
Job Revenue Cycle Intern at CPF Recovery Ways and Finance Major at The Kelley School of Business
Industry Financial Services
Experience
CPF Recovery Ways June 2015 - August 2015
Good Harbor Financial, LLC May 2013 - August 2014
Griffith, Grant and Lackie Realtors August 2012 - June 2013
Coyote Logistics June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Word, Customer Service, Perseverance, Microsoft Office, Financial Analysis, Management, Research, Finance, Teamwork, Databases, Real Estate, Access, Financial Reporting, Portfolio Management, Public Speaking
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science in Business, Finance and Accounting
Lake Forest High School
CPF Recovery Ways June 2015 - August 2015
Good Harbor Financial, LLC May 2013 - August 2014
Griffith, Grant and Lackie Realtors August 2012 - June 2013
Coyote Logistics June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Word, Customer Service, Perseverance, Microsoft Office, Financial Analysis, Management, Research, Finance, Teamwork, Databases, Real Estate, Access, Financial Reporting, Portfolio Management, Public Speaking
Education
Indiana University Bloomington 2013 — 2017
Bachelor of Science in Business, Finance and Accounting
Lake Forest High School
Yash Patel, CFA Yash Patel, CFA's Good Harbor Financial, LLC Experience March 2010 - Present
Job Partner Chief Operating Officer at Good Harbor Financial, LLC
Industry Investment Management
Experience
Good Harbor Financial, LLC March 2010 - Present
Cedar Capital March 2010 - Present
Allstate Investments April 2008 - December 2009
Bridgewater Associates April 2007 - January 2008
Information Resources, Inc. June 2006 - December 2006
Sapient March 2005 - March 2006
Nationwide Insurance February 2001 - December 2004
McLeod & Associates, Ltd March 2000 - September 2000
Skills
Financial Modeling, Portfolio Management, Competitive Analysis, Strategy, Investments, Management, Equities, Finance, Valuation, Business Analysis, Leadership, Mutual Funds, Risk Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Analytic Finance, Strategic Management
The Ohio State University 1997 — 2000
B.S., Computer Science & Engineering
Good Harbor Financial, LLC March 2010 - Present
Cedar Capital March 2010 - Present
Allstate Investments April 2008 - December 2009
Bridgewater Associates April 2007 - January 2008
Information Resources, Inc. June 2006 - December 2006
Sapient March 2005 - March 2006
Nationwide Insurance February 2001 - December 2004
McLeod & Associates, Ltd March 2000 - September 2000
Skills
Financial Modeling, Portfolio Management, Competitive Analysis, Strategy, Investments, Management, Equities, Finance, Valuation, Business Analysis, Leadership, Mutual Funds, Risk Management, Asset Management
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Analytic Finance, Strategic Management
The Ohio State University 1997 — 2000
B.S., Computer Science & Engineering
Jason Shin's Good Harbor Financial, LLC Experience November 2013 - September 2014
Job Account Manager at Nanigans
Industry Internet
Experience
Nanigans April 2015 - Present
Good Harbor Financial, LLC November 2013 - September 2014
Northern Trust March 2011 - November 2013
Northern Trust Advancing Professionals Resource Council January 2011 - December 2012
Northern Trust August 2009 - February 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Marketing
Nanigans April 2015 - Present
Good Harbor Financial, LLC November 2013 - September 2014
Northern Trust March 2011 - November 2013
Northern Trust Advancing Professionals Resource Council January 2011 - December 2012
Northern Trust August 2009 - February 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance, Marketing
Andrew Boon Andrew Boon's Good Harbor Financial, LLC Experience May 2014 - August 2014
Job Intern at Cedar Capital
Industry Financial Services
Experience
Cedar Capital June 2015 - August 2015
Good Harbor Financial, LLC May 2014 - August 2014
Boston Paintball April 2013 - August 2013
Wellesley Free Library February 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Java, Computer Science, Salesforce.com, Microsoft Word, PowerPoint, Social Media, Customer Service, Event Planning, Data Analysis
Education
Hobart and William Smith Colleges 2012 — 2017
Bachelor's degree, Mathematics
Wellesley High School 2008 — 2012
High School, General Diploma
Cedar Capital June 2015 - August 2015
Good Harbor Financial, LLC May 2014 - August 2014
Boston Paintball April 2013 - August 2013
Wellesley Free Library February 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Java, Computer Science, Salesforce.com, Microsoft Word, PowerPoint, Social Media, Customer Service, Event Planning, Data Analysis
Education
Hobart and William Smith Colleges 2012 — 2017
Bachelor's degree, Mathematics
Wellesley High School 2008 — 2012
High School, General Diploma
Todd Morrissey Todd Morrissey's Good Harbor Financial, LLC Experience 2013 - Present
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners 2004 - Present
Aasonn 2014 - Present
Professional Trading Solutions 2010 - Present
Ultimus Fund Solutions, LLC 2012 - Present
Good Harbor Financial, LLC 2013 - Present
Julia's Grace Foundation 2014 - Present
Fleet One 2008 - 2012
Advanta Partners 1999 - 2002
Bank of America Merrill Lynch 1997 - 1999
Skills
Private Equity, Growth Capital, Buyouts, Middle Market, FinTech, Business Services, Financial Services, Venture Capital, Valuation, Mergers, Investments, Investment Banking, Financial Analysis, Equities, Due Diligence, Corporate Finance, Corporate Development, Asset Management, Business Valuation
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Georgetown University 1993 — 1997
BS, Finance
Edgemont High School
LLR Partners 2004 - Present
Aasonn 2014 - Present
Professional Trading Solutions 2010 - Present
Ultimus Fund Solutions, LLC 2012 - Present
Good Harbor Financial, LLC 2013 - Present
Julia's Grace Foundation 2014 - Present
Fleet One 2008 - 2012
Advanta Partners 1999 - 2002
Bank of America Merrill Lynch 1997 - 1999
Skills
Private Equity, Growth Capital, Buyouts, Middle Market, FinTech, Business Services, Financial Services, Venture Capital, Valuation, Mergers, Investments, Investment Banking, Financial Analysis, Equities, Due Diligence, Corporate Finance, Corporate Development, Asset Management, Business Valuation
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Georgetown University 1993 — 1997
BS, Finance
Edgemont High School
Michael Balch's Good Harbor Financial, LLC Experience April 2013 - Present
Job Head of Sales | Partner at Good Harbor Financial, LLC
Industry Financial Services
Experience
Good Harbor Financial, LLC April 2013 - Present
NAVCAP NAV Capital Partners, LLC May 2009 - March 2013
Good, Better, Best Inc. November 2008 - March 2013
Janus Capital Group 2007 - 2008
Merrill Lynch 2005 - 2007
Columbia / Bank of America / Nations Funds 1998 - 2005
Fidelity Investments 1993 - 1998
Kemper 1991 - 1998
Education
Lake Forest College 1979 — 1983
BA
Good Harbor Financial, LLC April 2013 - Present
NAVCAP NAV Capital Partners, LLC May 2009 - March 2013
Good, Better, Best Inc. November 2008 - March 2013
Janus Capital Group 2007 - 2008
Merrill Lynch 2005 - 2007
Columbia / Bank of America / Nations Funds 1998 - 2005
Fidelity Investments 1993 - 1998
Kemper 1991 - 1998
Education
Lake Forest College 1979 — 1983
BA
Marcus Franklin's Good Harbor Financial, LLC Experience February 2009 - Present
Job Partner Portfolio Specialist
Industry Financial Services
Experience
Cedar Capital Advisors, LLC February 2009 - Present
Good Harbor Financial, LLC February 2009 - Present
MSCI Barra October 2007 - February 2009
Deutsche Asset Management June 2003 - October 2007
UBS 2001 - 2003
Skills
Mutual Funds, Alternative Investments
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Strategic Management
Lake Forest College 1995 — 1999
Cedar Capital Advisors, LLC February 2009 - Present
Good Harbor Financial, LLC February 2009 - Present
MSCI Barra October 2007 - February 2009
Deutsche Asset Management June 2003 - October 2007
UBS 2001 - 2003
Skills
Mutual Funds, Alternative Investments
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Strategic Management
Lake Forest College 1995 — 1999
Sean Whalen's Good Harbor Financial, LLC Experience June 2013 - Present
Job Financial Services Wholesaler Midwest Regional Director at Cedar Capital
Industry Financial Services
Experience
Good Harbor Financial, LLC June 2013 - Present
Calamos Investments January 2011 - May 2013
Calamos Investments January 2010 - March 2011
Lenox Advisors January 2009 - January 2010
Nativity Preparatory School of New Bedford August 2007 - July 2008
Skills
Investments, Finance, Series 7, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Management, Alternative Investments
Education
Marquette University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Good Harbor Financial, LLC June 2013 - Present
Calamos Investments January 2011 - May 2013
Calamos Investments January 2010 - March 2011
Lenox Advisors January 2009 - January 2010
Nativity Preparatory School of New Bedford August 2007 - July 2008
Skills
Investments, Finance, Series 7, Mutual Funds, Asset Management, Financial Analysis, Portfolio Management, Asset Allocation, Management, Alternative Investments
Education
Marquette University 2003 — 2007
Bachelor of Science, Finance and Real Estate
Randy Rai's Good Harbor Financial, LLC Experience July 2013 - Present
Job Internal Consultant at Good Harbor Financial, LLC
Industry Investment Management
Experience
Good Harbor Financial, LLC July 2013 - Present
The Cary Company April 2010 - Present
Diya Candle Shop January 2004 - March 2010
LaSalle Financial Services 2001 - 2003
AXA Advisors 1999 - 2001
American Express 1998 - 1999
Skills
Sales Management, Microsoft Office, Customer Service, New Business Development, Courses in sales..., Sales
Education
Northern Illinois University
Bachelor of Arts (B.A.) / Minor, Political Science and Government / Business Administration
Good Harbor Financial, LLC July 2013 - Present
The Cary Company April 2010 - Present
Diya Candle Shop January 2004 - March 2010
LaSalle Financial Services 2001 - 2003
AXA Advisors 1999 - 2001
American Express 1998 - 1999
Skills
Sales Management, Microsoft Office, Customer Service, New Business Development, Courses in sales..., Sales
Education
Northern Illinois University
Bachelor of Arts (B.A.) / Minor, Political Science and Government / Business Administration
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