Hall Capital Partners LLC
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Hall Capital Partners LLC Employees
Employee
Years
Job
Industry
Eric Sassano Eric Sassano's Hall Capital Partners LLC Experience 2014 - Present
Job Portfolio Management Analyst, Hall Capital Partners, LLC
Industry Investment Management
Experience
Hall Capital Partners LLC 2014 - Present
Project Vega April 2013 - June 2014
Ecoplexus, Inc. June 2013 - August 2013
Hall Capital Partners LLC June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Photoshop, Public Speaking, Social Media, Event Planning, Teamwork, Data Analysis, Fundraising
Education
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Hall Capital Partners LLC 2014 - Present
Project Vega April 2013 - June 2014
Ecoplexus, Inc. June 2013 - August 2013
Hall Capital Partners LLC June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Photoshop, Public Speaking, Social Media, Event Planning, Teamwork, Data Analysis, Fundraising
Education
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Robert L. Meng, CFA Robert L. Meng, CFA's Hall Capital Partners LLC Experience 2006 - 2014
Job Qualitative Analyst at Saratoga Research & Investment Management
Industry Investment Management
Experience
Saratoga Research & Investment Management June 2014 - Present
Hall Capital Partners LLC 2006 - 2014
Office of Governor Arnold Schwarzenegger April 2004 - June 2004
Education
University of California, Davis 2000 — 2004
Bachelor of Arts, Economics
Saratoga High School 1996 — 2000
Saratoga Research & Investment Management June 2014 - Present
Hall Capital Partners LLC 2006 - 2014
Office of Governor Arnold Schwarzenegger April 2004 - June 2004
Education
University of California, Davis 2000 — 2004
Bachelor of Arts, Economics
Saratoga High School 1996 — 2000
J. Phil Oelze, Jr., CFA J. Phil Oelze, Jr., CFA's Hall Capital Partners LLC Experience July 2008 - June 2009
Job Financial Advisor, Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc. May 2010 - April 2014
Oelzen Capital LLC July 2009 - May 2010
Hall Capital Partners LLC July 2008 - June 2009
Citi September 2006 - March 2008
Avera Global Partners, LP October 2001 - June 2006
Wells Fargo - Private Client Services January 2000 - September 2001
Cadinha & Co. Investment Counsel April 1997 - January 2000
Banc One Investment Advisors January 1995 - April 1997
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging
Education
CFA - Institute of Chartered Financial Analysts 1994 — 1996
CFA, Chartered Financial Analyst
CMT - Market Technicians Association 2001 — 2003
CMT, Technical Analysis
University of Arizona 1982 — 1986
BA, Economics, Software Engineering
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc. May 2010 - April 2014
Oelzen Capital LLC July 2009 - May 2010
Hall Capital Partners LLC July 2008 - June 2009
Citi September 2006 - March 2008
Avera Global Partners, LP October 2001 - June 2006
Wells Fargo - Private Client Services January 2000 - September 2001
Cadinha & Co. Investment Counsel April 1997 - January 2000
Banc One Investment Advisors January 1995 - April 1997
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging
Education
CFA - Institute of Chartered Financial Analysts 1994 — 1996
CFA, Chartered Financial Analyst
CMT - Market Technicians Association 2001 — 2003
CMT, Technical Analysis
University of Arizona 1982 — 1986
BA, Economics, Software Engineering
Christa Tarantino Christa Tarantino's Hall Capital Partners LLC Experience March 1998 - November 2005
Job Assistant to Principal, Managing Partner
Industry Financial Services
Experience
Fremont Group May 2015 - Present
SF Merchant Bank & Private Equity Firm November 2005 - April 2015
Hall Capital Partners LLC March 1998 - November 2005
The ARCH Group December 1995 - July 2000
Education
University of California, Berkeley
Bachelor of Science
Fremont Group May 2015 - Present
SF Merchant Bank & Private Equity Firm November 2005 - April 2015
Hall Capital Partners LLC March 1998 - November 2005
The ARCH Group December 1995 - July 2000
Education
University of California, Berkeley
Bachelor of Science
Chuck Kurz Chuck Kurz's Hall Capital Partners LLC Experience 1998 - Present
Job Principal at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC 1998 - Present
Skills
Alternative Investments, Asset Management, Financial Modeling, Private Equity, Hedge Funds, Asset Allocation, Investment Management, Valuation
Education
Haas School of Business, UC Berkeley 2010 — 2012
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor's degree, Business Administration and Management, General
Hall Capital Partners LLC 1998 - Present
Skills
Alternative Investments, Asset Management, Financial Modeling, Private Equity, Hedge Funds, Asset Allocation, Investment Management, Valuation
Education
Haas School of Business, UC Berkeley 2010 — 2012
Master of Business Administration (MBA)
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor's degree, Business Administration and Management, General
John Roskos's Hall Capital Partners LLC Experience April 2015 - Present
Job Portfolio Management Analyst Intern at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC April 2015 - Present
University of Oregon Investment Group February 2013 - Present
Morgan Stanley Wealth Management July 2014 - September 2014
Gorilla Marketing June 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Corporate Finance, Analysis, Leadership, Data Analysis, Market Research, Entrepreneurship, Microsoft Excel, Analytics, Access, Strategy, PowerPoint, Public Speaking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Finance Major & Economics Minor
Hall Capital Partners LLC April 2015 - Present
University of Oregon Investment Group February 2013 - Present
Morgan Stanley Wealth Management July 2014 - September 2014
Gorilla Marketing June 2013 - September 2013
Skills
Financial Analysis, Financial Modeling, Finance, Valuation, Accounting, Corporate Finance, Analysis, Leadership, Data Analysis, Market Research, Entrepreneurship, Microsoft Excel, Analytics, Access, Strategy, PowerPoint, Public Speaking
Education
University of Oregon - Charles H. Lundquist College of Business 2012 — 2016
Finance Major & Economics Minor
Max E. Ortiz's Hall Capital Partners LLC Experience July 2014 - Present
Job Associate at Hall Capital Partners
Industry Capital Markets
Experience
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners January 2012 - Present
Western Asset Management January 2010 - January 2012
Western Asset Management 2010 - 2011
Skills
Banking, Portfolio Management, Global Macro, Market Analysis, Asset Managment, Back Office, Leadership, Fixed Income
Education
University of California, Santa Cruz 2005 — 2009
BA, Politics
Hall Capital Partners LLC July 2014 - Present
Hall Capital Partners January 2012 - Present
Western Asset Management January 2010 - January 2012
Western Asset Management 2010 - 2011
Skills
Banking, Portfolio Management, Global Macro, Market Analysis, Asset Managment, Back Office, Leadership, Fixed Income
Education
University of California, Santa Cruz 2005 — 2009
BA, Politics
William Catton William Catton's Hall Capital Partners LLC Experience January 2015 - Present
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2015 - Present
Oregon Business Consulting Group January 2014 - December 2014
University of Oregon Investment Group October 2013 - December 2014
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - September 2013
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Microsoft Word, FactSet, Asset Allocation, Valuation, Management, Investment Banking, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Miramonte High School 2006 — 2010
Hall Capital Partners LLC January 2015 - Present
Oregon Business Consulting Group January 2014 - December 2014
University of Oregon Investment Group October 2013 - December 2014
Merrill Lynch June 2014 - September 2014
Merrill Lynch June 2013 - September 2013
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Data Analysis, Microsoft Word, FactSet, Asset Allocation, Valuation, Management, Investment Banking, Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Miramonte High School 2006 — 2010
Frances Tyner's Hall Capital Partners LLC Experience January 2015 - Present
Job at
Industry Financial Services
Experience
Hall Capital Partners LLC January 2015 - Present
Target June 2014 - December 2014
UC Berkeley June 2012 - June 2014
UC Berkeley February 2012 - September 2013
Center for Biological Diversity June 2012 - August 2012
Skills
PowerPoint, Time Management, Microsoft Office, Qualitative Research, Research, Data Analysis, Interviews, Public Speaking, Microsoft Word, Editing, Social Networking, Microsoft Excel, Social Media, Event Planning, Leadership, Customer Service, Photoshop
Education
University of California, Berkeley 2010 — 2014
Political Economy of Industrialized Societies, Political Economy
Bishops 2006 — 2010
Hall Capital Partners LLC January 2015 - Present
Target June 2014 - December 2014
UC Berkeley June 2012 - June 2014
UC Berkeley February 2012 - September 2013
Center for Biological Diversity June 2012 - August 2012
Skills
PowerPoint, Time Management, Microsoft Office, Qualitative Research, Research, Data Analysis, Interviews, Public Speaking, Microsoft Word, Editing, Social Networking, Microsoft Excel, Social Media, Event Planning, Leadership, Customer Service, Photoshop
Education
University of California, Berkeley 2010 — 2014
Political Economy of Industrialized Societies, Political Economy
Bishops 2006 — 2010
Patrick Assini Patrick Assini's Hall Capital Partners LLC Experience January 2011 - April 2013
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Spark Program April 2011 - May 2015
Hall Capital Partners LLC January 2011 - April 2013
Teach for America August 2007 - August 2010
Teach For America October 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Analysis, Leadership, Private Equity, Finance, Analytics, Equities, Investments
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration, Finance
Bank of America Merrill Lynch June 2015 - Present
Spark Program April 2011 - May 2015
Hall Capital Partners LLC January 2011 - April 2013
Teach for America August 2007 - August 2010
Teach For America October 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Analysis, Leadership, Private Equity, Finance, Analytics, Equities, Investments
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Southern California - Marshall School of Business 2003 — 2007
Bachelor of Science, Business Administration, Finance
Hudson Liao, CFA Hudson Liao, CFA's Hall Capital Partners LLC Experience April 2012 - April 2013
Job Research and Investment Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital August 2014 - Present
PAGE for Teens February 2012 - Present
Personal Capital April 2013 - August 2014
Hall Capital Partners LLC April 2012 - April 2013
Fisher Investments June 2010 - April 2012
California Department of Forestry June 2009 - November 2009
UC Davis Fire Department August 2007 - June 2009
Baydobnhill PLC March 2008 - June 2008
Marcus & Millichap August 2007 - January 2008
Skills
Portfolio Management, Analysis, Microsoft Excel, Operations Management, Investments, Program Management, Accounting, Management
Education
UC Davis 2004 — 2009
BA, Economics & Sociology
UC Berkeley, Ext.
Professional Ceritifcates, Corporate Finance & Portfolio Management
Personal Capital August 2014 - Present
PAGE for Teens February 2012 - Present
Personal Capital April 2013 - August 2014
Hall Capital Partners LLC April 2012 - April 2013
Fisher Investments June 2010 - April 2012
California Department of Forestry June 2009 - November 2009
UC Davis Fire Department August 2007 - June 2009
Baydobnhill PLC March 2008 - June 2008
Marcus & Millichap August 2007 - January 2008
Skills
Portfolio Management, Analysis, Microsoft Excel, Operations Management, Investments, Program Management, Accounting, Management
Education
UC Davis 2004 — 2009
BA, Economics & Sociology
UC Berkeley, Ext.
Professional Ceritifcates, Corporate Finance & Portfolio Management
Lane Wood Lane Wood's Hall Capital Partners LLC Experience July 2014 - Present
Job Analyst Portfolio Management Group at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC July 2014 - Present
NewRoad Ventures December 2013 - August 2014
Garver January 2013 - February 2014
Rebsamen Trust Portfolio Management Class August 2013 - December 2013
UARK Federal Credit Union July 2012 - January 2013
University of Arkansas August 2011 - May 2012
University of Arkansas August 2010 - May 2012
University of Arkansas May 2010 - January 2012
Skills
Teamwork, Leadership, Microsoft Office, Analysis, Customer Service, Access, Social Media, Financial Analysis, Time Management, Outlook, Team Leadership, Strategic Planning
Education
University of Arkansas at Fayetteville 2009 — 2014
Finance // Economics // Psychology
Hall Capital Partners LLC July 2014 - Present
NewRoad Ventures December 2013 - August 2014
Garver January 2013 - February 2014
Rebsamen Trust Portfolio Management Class August 2013 - December 2013
UARK Federal Credit Union July 2012 - January 2013
University of Arkansas August 2011 - May 2012
University of Arkansas August 2010 - May 2012
University of Arkansas May 2010 - January 2012
Skills
Teamwork, Leadership, Microsoft Office, Analysis, Customer Service, Access, Social Media, Financial Analysis, Time Management, Outlook, Team Leadership, Strategic Planning
Education
University of Arkansas at Fayetteville 2009 — 2014
Finance // Economics // Psychology
Torin Wong Torin Wong's Hall Capital Partners LLC Experience April 2008 - March 2014
Job Senior Accountant at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC April 2008 - March 2014
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Financial Accounting, Finance, Fixed Assets, Auditing, Consolidation, IFRS, Variance Analysis, Analysis, Data Analysis
Education
University of California, Davis
Bachelor of Arts (BA), Economics
Hall Capital Partners LLC April 2008 - March 2014
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Corporate Finance, Financial Accounting, Finance, Fixed Assets, Auditing, Consolidation, IFRS, Variance Analysis, Analysis, Data Analysis
Education
University of California, Davis
Bachelor of Arts (BA), Economics
Cicely Li Cicely Li's Hall Capital Partners LLC Experience July 2015 - Present
Job Research Associate, Real Assets at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC January 2015 - July 2015
Hall Capital Partners LLC September 2012 - December 2014
Hall Capital Partners LLC June 2012 - August 2012
Bainbridge Capital February 2012 - June 2012
UCSD Crafts Center October 2009 - June 2012
Dodge & Cox June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Bank of the Orient June 2009 - September 2009
Education
University of California, San Diego 2008 — 2012
B.S., Management Science
Encinal High School 2004 — 2008
Hall Capital Partners LLC July 2015 - Present
Hall Capital Partners LLC January 2015 - July 2015
Hall Capital Partners LLC September 2012 - December 2014
Hall Capital Partners LLC June 2012 - August 2012
Bainbridge Capital February 2012 - June 2012
UCSD Crafts Center October 2009 - June 2012
Dodge & Cox June 2011 - August 2011
Morgan Stanley June 2010 - July 2010
Bank of the Orient June 2009 - September 2009
Education
University of California, San Diego 2008 — 2012
B.S., Management Science
Encinal High School 2004 — 2008
Yola Lerch Yola Lerch's Hall Capital Partners LLC Experience April 2014 - Present
Job Executive Assistant to the President at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC April 2014 - Present
River Rock Casino / River Rock Entertainment Authority February 2002 - April 2014
Fisher Friedman Associates August 2001 - February 2002
Tahoe Yacht Club April 1999 - December 1999
Skills
Casino, Hospitality, Event Management, Event Planning, Gaming Industry, Customer Service, Budgets, PeopleSoft, Microsoft Office, Outlook, Microsoft Excel, Food & Beverage, Front Office, Hospitality Industry, Project Planning, Management
Education
University of Southern California
Bachelor of Arts (BA), English Language and Literature/Letters
Hall Capital Partners LLC April 2014 - Present
River Rock Casino / River Rock Entertainment Authority February 2002 - April 2014
Fisher Friedman Associates August 2001 - February 2002
Tahoe Yacht Club April 1999 - December 1999
Skills
Casino, Hospitality, Event Management, Event Planning, Gaming Industry, Customer Service, Budgets, PeopleSoft, Microsoft Office, Outlook, Microsoft Excel, Food & Beverage, Front Office, Hospitality Industry, Project Planning, Management
Education
University of Southern California
Bachelor of Arts (BA), English Language and Literature/Letters
Reana Meiri Reana Meiri's Hall Capital Partners LLC Experience May 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Hall Capital Partners LLC May 2014 - Present
Franklin Templeton Investments May 2013 - May 2014
WHV Investment Management, Inc. January 2008 - May 2013
WHV Investments Management Inc January 2006 - January 2008
Union Bank of California January 2005 - January 2006
The Clorox Company 2005 - 2005
Associated Process Controls 2004 - 2005
E-Forex 1998 - 2000
Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs
Education
UC Davis 2002 — 2004
Bachelor of Arts, Economics and Political Science
Hall Capital Partners LLC May 2014 - Present
Franklin Templeton Investments May 2013 - May 2014
WHV Investment Management, Inc. January 2008 - May 2013
WHV Investments Management Inc January 2006 - January 2008
Union Bank of California January 2005 - January 2006
The Clorox Company 2005 - 2005
Associated Process Controls 2004 - 2005
E-Forex 1998 - 2000
Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs
Education
UC Davis 2002 — 2004
Bachelor of Arts, Economics and Political Science
Alex Constantin Alex Constantin's Hall Capital Partners LLC Experience June 2008 - August 2008
Job Associate at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
Lev Williams's Hall Capital Partners LLC Experience January 2015 - Present
Job Analyst at Hall Capital Partners
Industry Financial Services
Experience
Hall Capital Partners LLC January 2015 - Present
EY January 2014 - January 2015
UBS Wealth Management November 2012 - March 2013
David White & Associates June 2012 - August 2012
Bacara Resort & Spa October 2010 - August 2011
True-Tech Corporation June 2010 - September 2010
Morling Financial Advisors June 2009 - September 2009
Skills
Auditing, Accounting, Wealth Management, Financial Statement..., Microsoft Excel, Equity Research, Business Valuation, Financial Analysis, Financial Modeling, Trading, PowerPoint, Equity Valuation, Leadership, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Analysis, Corporate Finance, Data Analysis, Economics, Equities, Finance, Financial Accounting, Access, Valuation, Teamwork, Financial Reporting, Time Management, Bloomberg, Financial Statements, Risk Management, Social Networking, Customer Service, Management
Education
University of California, Santa Barbara 2009 — 2013
Bachelor's Degree, Business Economics with an Emphasis in Accounting
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2011
Monte Vista High School 2006 — 2009
High School Diploma
Hall Capital Partners LLC January 2015 - Present
EY January 2014 - January 2015
UBS Wealth Management November 2012 - March 2013
David White & Associates June 2012 - August 2012
Bacara Resort & Spa October 2010 - August 2011
True-Tech Corporation June 2010 - September 2010
Morling Financial Advisors June 2009 - September 2009
Skills
Auditing, Accounting, Wealth Management, Financial Statement..., Microsoft Excel, Equity Research, Business Valuation, Financial Analysis, Financial Modeling, Trading, PowerPoint, Equity Valuation, Leadership, Microsoft Office, Microsoft Word, Research, Public Speaking, Social Media, Analysis, Corporate Finance, Data Analysis, Economics, Equities, Finance, Financial Accounting, Access, Valuation, Teamwork, Financial Reporting, Time Management, Bloomberg, Financial Statements, Risk Management, Social Networking, Customer Service, Management
Education
University of California, Santa Barbara 2009 — 2013
Bachelor's Degree, Business Economics with an Emphasis in Accounting
Università Commerciale 'Luigi Bocconi' / Bocconi University 2010 — 2011
Monte Vista High School 2006 — 2009
High School Diploma
Benjamin Sun, CFA Benjamin Sun, CFA's Hall Capital Partners LLC Experience January 2011 - January 2013
Job Associate, JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Hall Capital Partners LLC January 2011 - January 2013
Hall Capital Partners LLC October 2007 - December 2010
Education
University of Oxford - Said Business School 2013 — 2014
Master's Degree, Financial Economics
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration
JPMorgan Chase & Co. November 2014 - Present
Hall Capital Partners LLC January 2011 - January 2013
Hall Capital Partners LLC October 2007 - December 2010
Education
University of Oxford - Said Business School 2013 — 2014
Master's Degree, Financial Economics
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelor of Science (BS), Business Administration
Karina Gonzalez Karina Gonzalez's Hall Capital Partners LLC Experience July 2012 - July 2014
Job Partner Manager at TubeMogul, Inc.
Industry Marketing and Advertising
Experience
TubeMogul, Inc. March 2015 - Present
TubeMogul, Inc. July 2014 - March 2015
Hall Capital Partners LLC July 2012 - July 2014
California Alumni Association December 2009 - May 2012
DBL Investors June 2011 - August 2011
Hamilton Lane June 2010 - August 2010
Doe and Moffit Libraries September 2007 - December 2009
Deloitte June 2009 - August 2009
KPMG May 2009 - August 2009
The Academy of Business Leadership June 2008 - August 2008
Skills
Spanish, Public Speaking, Microsoft Office, Photoshop, Word, PowerPoint, Excel, Data Analysis, Event Planning, Writing, Customer Service, Research, Microsoft Excel, Community Outreach, Marketing, Microsoft Word, Nonprofits, Social Media, Strategy
Education
University of California, Berkeley
TubeMogul, Inc. March 2015 - Present
TubeMogul, Inc. July 2014 - March 2015
Hall Capital Partners LLC July 2012 - July 2014
California Alumni Association December 2009 - May 2012
DBL Investors June 2011 - August 2011
Hamilton Lane June 2010 - August 2010
Doe and Moffit Libraries September 2007 - December 2009
Deloitte June 2009 - August 2009
KPMG May 2009 - August 2009
The Academy of Business Leadership June 2008 - August 2008
Skills
Spanish, Public Speaking, Microsoft Office, Photoshop, Word, PowerPoint, Excel, Data Analysis, Event Planning, Writing, Customer Service, Research, Microsoft Excel, Community Outreach, Marketing, Microsoft Word, Nonprofits, Social Media, Strategy
Education
University of California, Berkeley
Brittany Dutra's Hall Capital Partners LLC Experience June 2011 - November 2011
Job Software Engineer at Booshaka
Industry Management Consulting
Experience
Booshaka September 2013 - Present
Accenture November 2011 - September 2013
Hall Capital Partners LLC June 2011 - November 2011
UCLA Department of Mathematics June 2009 - August 2009
Skills
SQL, Data Analysis, Java, Matlab, Project Management, Oracle, Databases, Microsoft Excel, JSP, Visio, Facebook API, Scala, Cassandra, Akka, Redis, Spray, Apache Storm, Apache ZooKeeper, Amazon Web Services..., RESTful architecture, Git, NoSQL, MVC, JavaScript, HTML, SBT, Jenkins
Education
University of California, Los Angeles 2007 — 2011
BS, Applied Mathematics
Saratoga High School
Booshaka September 2013 - Present
Accenture November 2011 - September 2013
Hall Capital Partners LLC June 2011 - November 2011
UCLA Department of Mathematics June 2009 - August 2009
Skills
SQL, Data Analysis, Java, Matlab, Project Management, Oracle, Databases, Microsoft Excel, JSP, Visio, Facebook API, Scala, Cassandra, Akka, Redis, Spray, Apache Storm, Apache ZooKeeper, Amazon Web Services..., RESTful architecture, Git, NoSQL, MVC, JavaScript, HTML, SBT, Jenkins
Education
University of California, Los Angeles 2007 — 2011
BS, Applied Mathematics
Saratoga High School
Dillon Pan Dillon Pan's Hall Capital Partners LLC Experience June 2014 - August 2014
Job Student at University of California, Santa Cruz
Industry Accounting
Experience
Bare Escentuals November 2014 - January 2015
Asia Alternatives Management LLC November 2014 - November 2014
Hall Capital Partners LLC June 2014 - August 2014
Citi June 2013 - August 2013
Haight, Brown, & Bonesteel LLP June 2009 - August 2009
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Research, PowerPoint, Marketing, Banking, Social Media, Event Planning, Accounting, Data Entry, English, Software Documentation, Communication, Fundraising, Management, Pivot Tables, Prezi, V Lookups
Education
University of California, Santa Cruz 2010 — 2014
Bachelors of Arts, Business; Management Economics (Accounting Emphasis)
Bare Escentuals November 2014 - January 2015
Asia Alternatives Management LLC November 2014 - November 2014
Hall Capital Partners LLC June 2014 - August 2014
Citi June 2013 - August 2013
Haight, Brown, & Bonesteel LLP June 2009 - August 2009
Skills
Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Research, PowerPoint, Marketing, Banking, Social Media, Event Planning, Accounting, Data Entry, English, Software Documentation, Communication, Fundraising, Management, Pivot Tables, Prezi, V Lookups
Education
University of California, Santa Cruz 2010 — 2014
Bachelors of Arts, Business; Management Economics (Accounting Emphasis)
Mel Garrett Mel Garrett's Hall Capital Partners LLC Experience March 2014 - Present
Job Executive Assistant to CEO at Hall Capital Partners LLC
Industry Staffing and Recruiting
Experience
Hall Capital Partners LLC March 2014 - Present
BlackRock August 2013 - March 2014
Russell Reynolds Associates July 2005 - April 2013
Williams-Sonoma April 2002 - June 2005
Career Group Inc. April 2001 - April 2002
E-Color, Inc. April 2000 - April 2001
The Glaucoma Research Foundation September 1995 - February 2000
Skills
Administrative..., Sales, Program Management, Recruiting, Office Management, Marketing, Research, Event Planning, Budgets, Employee Relations, Human Resources, Start-ups, Outlook
Education
University of California, Berkeley 1992 — 1994
BA, Political Science
San Francisco City College 1990 — 1992
Hall Capital Partners LLC March 2014 - Present
BlackRock August 2013 - March 2014
Russell Reynolds Associates July 2005 - April 2013
Williams-Sonoma April 2002 - June 2005
Career Group Inc. April 2001 - April 2002
E-Color, Inc. April 2000 - April 2001
The Glaucoma Research Foundation September 1995 - February 2000
Skills
Administrative..., Sales, Program Management, Recruiting, Office Management, Marketing, Research, Event Planning, Budgets, Employee Relations, Human Resources, Start-ups, Outlook
Education
University of California, Berkeley 1992 — 1994
BA, Political Science
San Francisco City College 1990 — 1992
Michael Paéz Michael Paéz's Hall Capital Partners LLC Experience June 2011 - October 2012
Job Investment Advisor at SVN | The Kase Group
Industry Commercial Real Estate
Experience
SVN The Kase Group January 2015 - Present
NAI Northern California May 2013 - January 2015
Lockheed Martin October 2012 - May 2013
Hall Capital Partners LLC June 2011 - October 2012
Gap Inc. June 2010 - August 2010
Iron Capital September 2009 - December 2009
Skills
Investments, Financial Analysis, Microsoft Excel, Market Research, Leadership, Management, Business Strategy, Microsoft Office, Portfolio Management, Salesforce.com, Finance, Marketing, Project Planning, Valuation, PowerPoint, Private Equity, Microsoft Word, Asset Management, Excel, Due Diligence, Alternative Investments, Hedge Funds, Corporate Finance, Asset Managment, Analysis, Bloomberg, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Sales, Real Estate Sales..., Real Estate License, Real Estate Economics
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
B.S., Business Administration
SVN The Kase Group January 2015 - Present
NAI Northern California May 2013 - January 2015
Lockheed Martin October 2012 - May 2013
Hall Capital Partners LLC June 2011 - October 2012
Gap Inc. June 2010 - August 2010
Iron Capital September 2009 - December 2009
Skills
Investments, Financial Analysis, Microsoft Excel, Market Research, Leadership, Management, Business Strategy, Microsoft Office, Portfolio Management, Salesforce.com, Finance, Marketing, Project Planning, Valuation, PowerPoint, Private Equity, Microsoft Word, Asset Management, Excel, Due Diligence, Alternative Investments, Hedge Funds, Corporate Finance, Asset Managment, Analysis, Bloomberg, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Sales, Real Estate Sales..., Real Estate License, Real Estate Economics
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
B.S., Business Administration
Danai Leininger Danai Leininger's Hall Capital Partners LLC Experience December 2011 - January 2012
Job Strategic Sourcing Category Manager – Software & SaaS Solutions at Salesforce
Industry Computer Software
Experience
Salesforce April 2015 - Present
salesforce.com July 2013 - March 2015
Accenture January 2012 - July 2013
Hall Capital Partners LLC December 2011 - January 2012
Hall Capital Partners LLC July 2008 - December 2011
Law Office of James Winston Gleave January 2008 - June 2008
UCSD Guardian February 2006 - June 2008
Skills
Financial Analysis, Data Analysis, Financial Modeling, SQL, Microsoft Excel, Business Objects, Economics, Leadership, Analytics, Spanish, Due Diligence
Education
University of California, San Diego 2004 — 2008
BA
Universidad Carlos III de Madrid 2007 — 2007
Minor
Lowell High School 2000 — 2004
Salesforce April 2015 - Present
salesforce.com July 2013 - March 2015
Accenture January 2012 - July 2013
Hall Capital Partners LLC December 2011 - January 2012
Hall Capital Partners LLC July 2008 - December 2011
Law Office of James Winston Gleave January 2008 - June 2008
UCSD Guardian February 2006 - June 2008
Skills
Financial Analysis, Data Analysis, Financial Modeling, SQL, Microsoft Excel, Business Objects, Economics, Leadership, Analytics, Spanish, Due Diligence
Education
University of California, San Diego 2004 — 2008
BA
Universidad Carlos III de Madrid 2007 — 2007
Minor
Lowell High School 2000 — 2004
Anupam Kathpalia, CFA, CAIA's Hall Capital Partners LLC Experience April 2011 - March 2013
Job Associate at Stamos Capital Partners, L.P.
Industry Investment Management
Experience
Stamos Capital Partners, L.P. January 2015 - Present
Stamos Capital Partners, L.P. March 2013 - December 2014
Hall Capital Partners LLC April 2011 - March 2013
Standard Chartered Bank July 2010 - March 2011
SaddlePoint Investment Advisors January 2010 - July 2010
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Due Diligence, Risk Management, Start-ups, Mutual Funds, Bloomberg, Financial Modeling, Valuation, Analysis, Alternative Investments, Private Equity, Financial Analysis
Education
University of Michigan 2005 — 2009
B.A., Economics Major and Applied Statistics Minor
Stamos Capital Partners, L.P. January 2015 - Present
Stamos Capital Partners, L.P. March 2013 - December 2014
Hall Capital Partners LLC April 2011 - March 2013
Standard Chartered Bank July 2010 - March 2011
SaddlePoint Investment Advisors January 2010 - July 2010
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Due Diligence, Risk Management, Start-ups, Mutual Funds, Bloomberg, Financial Modeling, Valuation, Analysis, Alternative Investments, Private Equity, Financial Analysis
Education
University of Michigan 2005 — 2009
B.A., Economics Major and Applied Statistics Minor
Rene Nam-Hee, CPA Rene Nam-Hee, CPA's Hall Capital Partners LLC Experience June 2011 - February 2012
Job Controller at Alta Park Capital, LP
Industry Investment Management
Experience
Alta Park Capital, LP August 2015 - Present
Post Street Capital Management LP February 2014 - August 2015
Partner Fund Management (PFM) February 2012 - 2014
Hall Capital Partners LLC June 2011 - February 2012
Ernst & Young August 2009 - May 2011
Med Matrx, LLC January 2005 - December 2008
Ernst & Young June 2008 - August 2008
Skills
Auditing, Financial Modeling, Microsoft Excel, Assurance, Hedge Funds, Trade Settlement, Performance Metrics, Bloomberg, Equities, Portfolio Management, Derivatives, Accounting, Financial Reporting, Options, SQL
Education
University of California, Berkeley 2005 — 2009
BS, Business Administration
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S., Business Administration
Alta Park Capital, LP August 2015 - Present
Post Street Capital Management LP February 2014 - August 2015
Partner Fund Management (PFM) February 2012 - 2014
Hall Capital Partners LLC June 2011 - February 2012
Ernst & Young August 2009 - May 2011
Med Matrx, LLC January 2005 - December 2008
Ernst & Young June 2008 - August 2008
Skills
Auditing, Financial Modeling, Microsoft Excel, Assurance, Hedge Funds, Trade Settlement, Performance Metrics, Bloomberg, Equities, Portfolio Management, Derivatives, Accounting, Financial Reporting, Options, SQL
Education
University of California, Berkeley 2005 — 2009
BS, Business Administration
University of California, Berkeley, Haas School of Business 2005 — 2009
B.S., Business Administration
Alison Ticker's Hall Capital Partners LLC Experience January 2015 - Present
Job Business Development and Investor Relations at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2015 - Present
Self-Employed January 2014 - Present
Hall Capital Partners LLC December 2011 - December 2013
Hall Capital Partners LLC September 2008 - December 2011
UC Davis Housing Office April 2006 - June 2008
Golden Gate Capital June 2007 - September 2007
Skills
Investments, Portfolio Management, Private Equity, Microsoft Excel, Management, Valuation, Asset Allocation, Investment Management, Project Management, Hedge Funds, PowerPoint, Recruiting, Investor Relations, Account Management, Financial Services, Bloomberg, Excel, Client Service, Training & Development, Business Systems..., Socially Responsible..., Customer Service, New Business Development, Business Development, Public Relations, Investor Liaison, Investor Reporting, Corporate Branding, Integrated Marketing, Axys
Education
University of California, Davis 2005 — 2008
Bachelor of Science, Managerial Economics
University of California, Davis 2005 — 2008
Bachelor of Science (B.S.), Business/Managerial Economics
Hall Capital Partners LLC January 2015 - Present
Self-Employed January 2014 - Present
Hall Capital Partners LLC December 2011 - December 2013
Hall Capital Partners LLC September 2008 - December 2011
UC Davis Housing Office April 2006 - June 2008
Golden Gate Capital June 2007 - September 2007
Skills
Investments, Portfolio Management, Private Equity, Microsoft Excel, Management, Valuation, Asset Allocation, Investment Management, Project Management, Hedge Funds, PowerPoint, Recruiting, Investor Relations, Account Management, Financial Services, Bloomberg, Excel, Client Service, Training & Development, Business Systems..., Socially Responsible..., Customer Service, New Business Development, Business Development, Public Relations, Investor Liaison, Investor Reporting, Corporate Branding, Integrated Marketing, Axys
Education
University of California, Davis 2005 — 2008
Bachelor of Science, Managerial Economics
University of California, Davis 2005 — 2008
Bachelor of Science (B.S.), Business/Managerial Economics
Michael John Marchand's Hall Capital Partners LLC Experience January 2015 - Present
Job Human Capital Generalist at Hall Capital Partners LLC
Industry Human Resources
Experience
Hall Capital Partners LLC January 2015 - Present
Michael John Marchand July 2014 - Present
Hall Capital Partners LLC November 2014 - December 2014
Asian Art Museum August 2013 - June 2014
Cal Performances October 2005 - August 2013
College of Engineering/Information Technology, University of Michigan August 2004 - September 2005
Plant Operations, University of Michigan November 2003 - August 2004
Psychological Clinic, University of Michigan September 2002 - November 2003
Transportation Research Institute, University of Michigan May 2000 - September 2002
Skills
Recruiting, Talent Acquisition, Business Partner Support, Talent Management, Performance Management, Coaching, Succession Planning, HRIS, Payroll, Compensation & Benefit, Workers Compensation, Onboarding, Employee Training, Employee Orientations, HR Metrics
Education
University of Michigan
Bachelor of Arts, Psychology
Richmond University
Business and Occupational Psychology
Hall Capital Partners LLC January 2015 - Present
Michael John Marchand July 2014 - Present
Hall Capital Partners LLC November 2014 - December 2014
Asian Art Museum August 2013 - June 2014
Cal Performances October 2005 - August 2013
College of Engineering/Information Technology, University of Michigan August 2004 - September 2005
Plant Operations, University of Michigan November 2003 - August 2004
Psychological Clinic, University of Michigan September 2002 - November 2003
Transportation Research Institute, University of Michigan May 2000 - September 2002
Skills
Recruiting, Talent Acquisition, Business Partner Support, Talent Management, Performance Management, Coaching, Succession Planning, HRIS, Payroll, Compensation & Benefit, Workers Compensation, Onboarding, Employee Training, Employee Orientations, HR Metrics
Education
University of Michigan
Bachelor of Arts, Psychology
Richmond University
Business and Occupational Psychology
Diana McClellan Diana McClellan's Hall Capital Partners LLC Experience March 2014 - Present
Job Executive Assistant
Industry Investment Management
Experience
Hall Capital Partners LLC March 2014 - Present
Girl Scouts of Northern California June 2010 - Present
The LAB March 2011 - March 2013
Whole Foods Market August 2006 - September 2010
Whole Foods Market May 2004 - August 2006
Whole Foods Market November 2002 - May 2004
Skills
Microsoft Office, Adobe, Apple, PC, Types 80 WPM, Dependable Team Player, Work Well Independently, IT Strategy, Leadership, Public Speaking, Volunteer Management, Event Planning, Program Management, Leadership Development, Youth Leadership, Youth Development, Recruiting, Retail
Education
UCLA
Bachelor of Arts (B.A.), British Literature
Hall Capital Partners LLC March 2014 - Present
Girl Scouts of Northern California June 2010 - Present
The LAB March 2011 - March 2013
Whole Foods Market August 2006 - September 2010
Whole Foods Market May 2004 - August 2006
Whole Foods Market November 2002 - May 2004
Skills
Microsoft Office, Adobe, Apple, PC, Types 80 WPM, Dependable Team Player, Work Well Independently, IT Strategy, Leadership, Public Speaking, Volunteer Management, Event Planning, Program Management, Leadership Development, Youth Leadership, Youth Development, Recruiting, Retail
Education
UCLA
Bachelor of Arts (B.A.), British Literature
Michael Schorr's Hall Capital Partners LLC Experience December 2013 - September 2014
Job Portfolio Management Analyst at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC December 2013 - September 2014
BlackRock June 2013 - November 2013
Burk Hall & Co LLC September 2012 - November 2012
Merrill Lynch May 2012 - September 2012
RBC November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Finance, Microsoft Office, Equity Trading, Asset Management, Equity Capital Markets, Global Investment..., Portfolio Management, Mutual Funds, Equity Research, Investments, Strategy, Social Media, Public Speaking, Wealth Management, Management, Options, Trading, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Asset Allocation, Hedge Funds, Investment Strategies, Equities
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General
Hall Capital Partners LLC December 2013 - September 2014
BlackRock June 2013 - November 2013
Burk Hall & Co LLC September 2012 - November 2012
Merrill Lynch May 2012 - September 2012
RBC November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Finance, Microsoft Office, Equity Trading, Asset Management, Equity Capital Markets, Global Investment..., Portfolio Management, Mutual Funds, Equity Research, Investments, Strategy, Social Media, Public Speaking, Wealth Management, Management, Options, Trading, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Asset Allocation, Hedge Funds, Investment Strategies, Equities
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General
Anna M. Li's Hall Capital Partners LLC Experience June 2011 - August 2011
Job Research Analyst at Aetos Capital
Industry Investment Management
Experience
Aetos Capital August 2012 - Present
Hall Capital Partners LLC June 2011 - August 2011
HSBC June 2010 - August 2010
China Securities Regulatory Commission May 2009 - July 2009
Skills
Financial Modeling, Bloomberg, Microsoft Office, Photoshop, VBA, Economics, Financial Analysis, Capital IQ, Windows Movie Maker, Corporate Finance, Mandarin, Market Research, Excel, PowerPoint, Word, Music, Final Cut Pro, Cinematography, DVX 100B, Hedge Funds, Alternative Investments, Alternative Investment..., Long/Short Equity, SQL, Fund Of Funds, Investment Management, Equities, Capital Markets, Institutional..., Financial Markets, Financial Services
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration and Economics
Aetos Capital August 2012 - Present
Hall Capital Partners LLC June 2011 - August 2011
HSBC June 2010 - August 2010
China Securities Regulatory Commission May 2009 - July 2009
Skills
Financial Modeling, Bloomberg, Microsoft Office, Photoshop, VBA, Economics, Financial Analysis, Capital IQ, Windows Movie Maker, Corporate Finance, Mandarin, Market Research, Excel, PowerPoint, Word, Music, Final Cut Pro, Cinematography, DVX 100B, Hedge Funds, Alternative Investments, Alternative Investment..., Long/Short Equity, SQL, Fund Of Funds, Investment Management, Equities, Capital Markets, Institutional..., Financial Markets, Financial Services
Education
University of California, Berkeley 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science, Business Administration and Economics
Laura Andron's Hall Capital Partners LLC Experience January 2014 - Present
Job Vice President at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2014 - Present
Hall Capital Partners LLC July 2012 - December 2013
Horsley Bridge Partners February 2006 - June 2010
Standard & Poor's Corporate Value Consulting August 2003 - February 2006
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of California, Berkeley 1999 — 2003
BS, Business Administration
Hall Capital Partners LLC January 2014 - Present
Hall Capital Partners LLC July 2012 - December 2013
Horsley Bridge Partners February 2006 - June 2010
Standard & Poor's Corporate Value Consulting August 2003 - February 2006
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of California, Berkeley 1999 — 2003
BS, Business Administration
Jeff Shields's Hall Capital Partners LLC Experience 2005 - 2009
Job Executive Director at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2013 - Present
Watershed Capital Management, L.L.C. February 2009 - June 2013
Hall Capital Partners LLC 2005 - 2009
US Trust Company 2000 - 2005
Planning and Financial Advisors 1999 - 2000
Peninsula Community Foundation 1997 - 1999
The San Francisco Foundation 1994 - 1997
Council on Foundations 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Management, Private Equity, Portfolio Management, Equities, Wealth Management, Venture Capital, Investment Strategies, Investment Advisory, Family Office
Education
University of Maryland College Park 1985 — 1989
B.A., Government & Politics
J.P. Morgan Asset Management June 2013 - Present
Watershed Capital Management, L.L.C. February 2009 - June 2013
Hall Capital Partners LLC 2005 - 2009
US Trust Company 2000 - 2005
Planning and Financial Advisors 1999 - 2000
Peninsula Community Foundation 1997 - 1999
The San Francisco Foundation 1994 - 1997
Council on Foundations 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Investments, Investment Management, Private Equity, Portfolio Management, Equities, Wealth Management, Venture Capital, Investment Strategies, Investment Advisory, Family Office
Education
University of Maryland College Park 1985 — 1989
B.A., Government & Politics
Jennifer Ciresi's Hall Capital Partners LLC Experience June 2015 - Present
Job Deputy General Counsel at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC June 2015 - Present
Pine River Capital Management L.P. August 2013 - May 2015
Pine River Capital Management L.P. February 2012 - July 2013
Robins Kaplan LLP 2007 - February 2012
University of Minnesota Law School 2008 - 2011
Sieben, Grose, Von Holtum & Carey June 2005 - September 2005
Lazard Middle Market May 2000 - April 2003
U.S. Department of Justice - Economic Analysis Group of the Antitrust Division June 1998 - September 1998
Skills
Economics, Legal Research, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Commercial Litigation, Product Liability, Trademarks, Patent Litigation, Corporate Law, Appeals, Licensing, Patents, Class Actions
Education
University of Minnesota Law School 2004 — 2007
Doctor of Law (J.D.)
University of Michigan 1996 — 2000
B.A., Economics and Spanish
University of Seville, Spain 1998 — 1999
Study Abroad, Economics, Literature and History
Visitation 1992 — 1996
High School
Hall Capital Partners LLC June 2015 - Present
Pine River Capital Management L.P. August 2013 - May 2015
Pine River Capital Management L.P. February 2012 - July 2013
Robins Kaplan LLP 2007 - February 2012
University of Minnesota Law School 2008 - 2011
Sieben, Grose, Von Holtum & Carey June 2005 - September 2005
Lazard Middle Market May 2000 - April 2003
U.S. Department of Justice - Economic Analysis Group of the Antitrust Division June 1998 - September 1998
Skills
Economics, Legal Research, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Commercial Litigation, Product Liability, Trademarks, Patent Litigation, Corporate Law, Appeals, Licensing, Patents, Class Actions
Education
University of Minnesota Law School 2004 — 2007
Doctor of Law (J.D.)
University of Michigan 1996 — 2000
B.A., Economics and Spanish
University of Seville, Spain 1998 — 1999
Study Abroad, Economics, Literature and History
Visitation 1992 — 1996
High School
Anthony Sibilia, CFA's Hall Capital Partners LLC Experience November 2009 - May 2011
Job Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Kai Vernstrom's Hall Capital Partners LLC Experience December 2012 - Present
Job Associate at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC December 2012 - Present
Hall Capital Partners LLC April 2010 - December 2012
Merrill Lynch September 2009 - December 2009
Child Advocates of Silicon Valley June 2008 - July 2008
Imprimis Limited June 2007 - August 2007
Skills
Financial Modeling, Economics, Bloomberg, Private Equity, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Equities, Venture Capital, Asset Management, Investments, Asset Allocation, Financial Analysis, Investment Management, Investment Strategies, Capital Markets, Wealth Management, Fund Of Funds, Family Office
Education
University of California, Berkeley 2005 — 2009
BA, Political Economy
International School Bangkok 1995 — 2005
International Baccalaureate Diploma
Hall Capital Partners LLC December 2012 - Present
Hall Capital Partners LLC April 2010 - December 2012
Merrill Lynch September 2009 - December 2009
Child Advocates of Silicon Valley June 2008 - July 2008
Imprimis Limited June 2007 - August 2007
Skills
Financial Modeling, Economics, Bloomberg, Private Equity, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Equities, Venture Capital, Asset Management, Investments, Asset Allocation, Financial Analysis, Investment Management, Investment Strategies, Capital Markets, Wealth Management, Fund Of Funds, Family Office
Education
University of California, Berkeley 2005 — 2009
BA, Political Economy
International School Bangkok 1995 — 2005
International Baccalaureate Diploma
Carrie Su's Hall Capital Partners LLC Experience June 2011 - August 2012
Job Consultant at Calypso Technology
Industry Information Technology and Services
Experience
Calypso Technology July 2014 - Present
Calypso Technology February 2013 - August 2014
Hall Capital Partners LLC June 2011 - August 2012
Patpatia & Associates September 2009 - August 2010
PathMotion June 2009 - August 2009
Skills
Marketing, Sales, Social Media Marketing, Product Development, Business Strategy, Performance Reporting, Microsoft Excel, French, Business Development, Risk Management, Investments, Portfolio Management, Data Analysis, Market Research, Start-ups, Financial Modeling, Financial Analysis, Valuation, Analytics, Analysis, Management Consulting
Education
University of California, Berkeley 2007 — 2011
BA, Economics, French
Université Michel de Montaigne (Bordeaux 3) 2010 — 2010
Wayzata High School 2003 — 2007
Calypso Technology July 2014 - Present
Calypso Technology February 2013 - August 2014
Hall Capital Partners LLC June 2011 - August 2012
Patpatia & Associates September 2009 - August 2010
PathMotion June 2009 - August 2009
Skills
Marketing, Sales, Social Media Marketing, Product Development, Business Strategy, Performance Reporting, Microsoft Excel, French, Business Development, Risk Management, Investments, Portfolio Management, Data Analysis, Market Research, Start-ups, Financial Modeling, Financial Analysis, Valuation, Analytics, Analysis, Management Consulting
Education
University of California, Berkeley 2007 — 2011
BA, Economics, French
Université Michel de Montaigne (Bordeaux 3) 2010 — 2010
Wayzata High School 2003 — 2007
Nicholas Navarro's Hall Capital Partners LLC Experience May 2014 - Present
Job Associate, Corporate Analytics at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC May 2014 - Present
Hall Capital Partners LLC November 2007 - April 2014
University of San Diego September 2003 - May 2007
Education
University of San Diego 1999 — 2003
BA, International Relations
Hall Capital Partners LLC May 2014 - Present
Hall Capital Partners LLC November 2007 - April 2014
University of San Diego September 2003 - May 2007
Education
University of San Diego 1999 — 2003
BA, International Relations
Evan Caso's Hall Capital Partners LLC Experience June 2008 - August 2008
Job Land Development Project Manager at David Weekley Homes
Industry Real Estate
Experience
David Weekley Homes February 2015 - Present
Taylor Morrison October 2014 - February 2015
RCLCO April 2011 - October 2014
Keller Willams Realty July 2010 - April 2011
First Team Real Estate October 2009 - April 2010
Hall Capital Partners, LLC June 2008 - August 2008
Skills
Real Estate, Market Analysis, Real Estate Financing, Analysis, Microsoft Office, Finance, Data Analysis, Real Estate Economics, Business Strategy, Valuation, Due Diligence, Real Estate Development, Investments, Disposition, Location Intelligence, Financial Analysis, Investment Properties, Residential Homes
Education
University of California, Berkeley 2005 — 2009
B.A, Economics
David Weekley Homes February 2015 - Present
Taylor Morrison October 2014 - February 2015
RCLCO April 2011 - October 2014
Keller Willams Realty July 2010 - April 2011
First Team Real Estate October 2009 - April 2010
Hall Capital Partners, LLC June 2008 - August 2008
Skills
Real Estate, Market Analysis, Real Estate Financing, Analysis, Microsoft Office, Finance, Data Analysis, Real Estate Economics, Business Strategy, Valuation, Due Diligence, Real Estate Development, Investments, Disposition, Location Intelligence, Financial Analysis, Investment Properties, Residential Homes
Education
University of California, Berkeley 2005 — 2009
B.A, Economics
Matthew Burns's Hall Capital Partners LLC Experience September 1999 - December 2012
Job Portfolio Manager at ICONIQ Capital
Industry Investment Management
Experience
ICONIQ Capital January 2013 - Present
Hall Capital Partners LLC September 1999 - December 2012
West Coast Capital 1998 - 1999
Skills
Business Strategy, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Strategy, Management, Start-ups, Risk Management, Private Equity, Investments, Fixed Income, Finance, Emerging Markets, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategic Management
University of California, Berkeley 1992 — 1997
BA, English
ICONIQ Capital January 2013 - Present
Hall Capital Partners LLC September 1999 - December 2012
West Coast Capital 1998 - 1999
Skills
Business Strategy, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Strategy, Management, Start-ups, Risk Management, Private Equity, Investments, Fixed Income, Finance, Emerging Markets, Equities
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategic Management
University of California, Berkeley 1992 — 1997
BA, English
Eduardo Quijano's Hall Capital Partners LLC Experience May 2005 - June 2007
Job Analyst at fortifinancial
Industry Financial Services
Experience
Fortifinancial, Ltd. June 2014 - Present
White Oak Global Advisors, LLC 2011 - May 2014
Citco Fund Services (San Francisco), Inc. July 2007 - October 2010
Hall Capital Partners LLC May 2005 - June 2007
Education
University of San Francisco
Fortifinancial, Ltd. June 2014 - Present
White Oak Global Advisors, LLC 2011 - May 2014
Citco Fund Services (San Francisco), Inc. July 2007 - October 2010
Hall Capital Partners LLC May 2005 - June 2007
Education
University of San Francisco
Rachel Hsu's Hall Capital Partners LLC Experience January 2008 - April 2009
Job Owner, R3H Consulting LLC
Industry Accounting
Experience
R3H Consulting LLC May 2009 - Present
Hall Capital Partners LLC January 2008 - April 2009
Hall Capital Partners LLC February 2003 - December 2007
Putnam Lovell 2000 - 2003
PricewaterhouseCoopers September 1994 - May 2000
Skills
Financial Analysis, Private Equity, Management, Auditing, Financial Reporting, Hedge Funds, Financial Modeling, Alternative Investments, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Master's Degree, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
BS, Business Administration
R3H Consulting LLC May 2009 - Present
Hall Capital Partners LLC January 2008 - April 2009
Hall Capital Partners LLC February 2003 - December 2007
Putnam Lovell 2000 - 2003
PricewaterhouseCoopers September 1994 - May 2000
Skills
Financial Analysis, Private Equity, Management, Auditing, Financial Reporting, Hedge Funds, Financial Modeling, Alternative Investments, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Master's Degree, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
BS, Business Administration
Peter Sunwoo's Hall Capital Partners LLC Experience December 2009 - Present
Job Vice President at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC December 2009 - Present
Hall Capital Partners LLC December 2005 - December 2009
Hall Capital Partners LLC September 2003 - December 2005
Skills
Alternative Investments, Asset Management, Hedge Funds, Investment Management, Private Equity, Entrepreneurship, Portfolio Management, Equities, Management, Financial Modeling
Education
University of California, Berkeley
BA, Political Economy
Hall Capital Partners LLC December 2009 - Present
Hall Capital Partners LLC December 2005 - December 2009
Hall Capital Partners LLC September 2003 - December 2005
Skills
Alternative Investments, Asset Management, Hedge Funds, Investment Management, Private Equity, Entrepreneurship, Portfolio Management, Equities, Management, Financial Modeling
Education
University of California, Berkeley
BA, Political Economy
Gopa Dasari's Hall Capital Partners LLC Experience January 2014 - Present
Job Corporate Analytics Associate Strategy, Funds, & Finance Group at Hall Capital Partners LLC
Industry Investment Management
Experience
Hall Capital Partners LLC January 2014 - Present
Hall Capital Partners LLC January 2013 - January 2014
Hall Capital Partners LLC November 2010 - December 2012
Warner Music Group June 2009 - August 2009
Marcus & Millichap April 2009 - June 2009
Skills
Financial Analysis, Valuation, Finance, Analytics
Education
UCLA 2006 — 2010
Bachelor of Arts (B.A.), Economics
Hall Capital Partners LLC January 2014 - Present
Hall Capital Partners LLC January 2013 - January 2014
Hall Capital Partners LLC November 2010 - December 2012
Warner Music Group June 2009 - August 2009
Marcus & Millichap April 2009 - June 2009
Skills
Financial Analysis, Valuation, Finance, Analytics
Education
UCLA 2006 — 2010
Bachelor of Arts (B.A.), Economics