Hamilton Lane
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Hamilton Lane Employees
Hamilton Lane October 2014 - July 2015
Hamilton Lane July 2014 - September 2014
Hamilton Lane April 2012 - July 2014
IBERIABANK July 2010 - April 2012
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2006 — 2010
Bachelor of Arts (B.A.), Politics, History
Hamilton Lane July 2013 - Present
PNC June 2012 - August 2012
Pennrose Properties, LLC January 2012 - April 2012
Newmark Knight Frank June 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor's degree, Urban Studies/Affairs
St. Joseph's Prep 2005 — 2009
Goldman Sachs May 2015 - Present
TechLink Systems June 2014 - May 2015
Hamilton Lane June 2012 - February 2014
Language Services Associates February 2008 - May 2012
Hill & Associates 2003 - 2008
Skills
Customer Service, Research, Microsoft Office, Fundraising, Outlook, Social Media, Public Speaking, Editing, Administration, Onboarding, Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Leadership
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master's degree, Digital Innovation in Marketing
Temple University 2008 — 2015
Bachelor of Arts (BA), English Language and Literature/Letters
Graham Partners August 2013 - Present
Hamilton Lane June 2012 - July 2013
Hamilton Lane June 2010 - June 2012
Hamilton Lane August 2008 - June 2010
Interbay Funding May 2005 - February 2008
Morgan Stanley Smith Barney January 2004 - May 2004
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2001 — 2005
BA, Economics
Hamilton Lane February 2013 - Present
SDI December 2012 - February 2013
University of Connecticut September 2008 - May 2012
Canon Financial Services, Inc. June 2011 - August 2011
Tavistock County Club May 2004 - August 2011
Skills
Accounting, Customer Service, Data Analysis, Finance, Financial Analysis, Fixed Income, Investments, Marketing, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Project Management, Financial Reporting, Financial Modeling, Public Speaking
Education
The University of Connecticut School of Business 2008 — 2012
BS, Finance
Paul VI High School
Biz2Credit June 2015 - Present
EverBank March 2014 - May 2015
Hamilton Lane November 2010 - March 2014
Sikorsky Global Helicopters May 2009 - August 2009
Keystone Helicopter June 2008 - August 2008
Skills
Client Services, Financial Analysis, Financial Reporting, Business Relationship..., SharePoint, Financial Services, Credit Analysis, Credit Risk, Commercial Lending, Budgets
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Mathematics
Academy of Notre Dame de Namur 2002 — 2006
High School Diploma
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
TD January 2015 - Present
Morgan Stanley August 2013 - January 2015
Offit Kurman, P.A. January 2013 - April 2013
Hamilton Lane May 2005 - September 2012
American Expresss Financial Advisers (now Ameriprise) September 2002 - May 2005
American Express Financial Advisors (now Ameriprise) April 2000 - September 2002
Law Offices of Styliades & Mamas November 1992 - December 1997
Skills
Compliance Testing, Compliance Policies and..., Investment Advisors Act..., Registered Investment..., Securities Regulation, Securities and Exchange..., Private Equity, Broker-Dealer, Form ADV, Anti Money Laundering, Dodd-Frank, Global Custody, Risk Assessment, Financial Regulation, Regulatory Requirements, Risk Management, Mitigation Strategies, Legal Compliance, Rule 206(4)-7, Separately Managed..., Code of Ethics, Compliance Manual, Annual Review, Training, FINRA, ERISA, Legal Experience, Team Facilitation, Management, Team Leadership, Financial Advisory, Marketing Strategy, Practice Management, Increased Profitability, Increase Productivity, Investment Management
Education
Temple University - James E. Beasley School of Law 1989 — 1992
Doctor of Law (J.D.)
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration (BBA)
Hamilton Lane June 2014 - Present
Lincoln Healthcare Group October 2012 - June 2014
Lincoln Healthcare Group February 2010 - October 2012
Lincoln Healthcare Group February 2009 - February 2010
Lincoln Healthcare Group February 2008 - February 2009
Lincoln Healthcare Group March 2006 - February 2008
Skills
Corporate Events, Meeting Planning, Event Management, Trade Shows, Event Planning, Sponsorship, Team Building, Registration, Marketing Communications, Marketing, Incentives, Lead Generation, Hotels, Budgets, Account Management, Marketing Strategy, Email Marketing, Social Networking, New Business Development
Education
University of Connecticut 1998 — 2002
Bachelor of Science (BS), English and Communication Sciences
Cordes Foundation 2014 - Present
Hamilton Lane 2011 - 2012
Xerox 2010 - 2011
Skills
Leadership, Public Speaking, Financial Analysis, Spanish, Management, Microsoft Excel, Training, Leadership Development, Data Analysis, Finance, Business Development, Analysis, Nonprofits, Research, Fundraising, Financial Modeling, Community Outreach, Valuation, Social Media, PowerPoint, Event Planning, Microsoft Office, Editing, Budgets, Investments, Program Development, Entrepreneurship, Grant Writing, Social Networking, Event Management, Access, Higher Education, Volunteer Management, Human Resources, Marketing, Public Relations, Program Management, Customer Service, Social Media Marketing, Staff Development, Microsoft Word, Youth Programs, Travel, Youth Leadership, Teamwork, Intercultural...
Education
Temple University 2005 — 2010
BBA
University of the Pacific 2013 — 2015
MA
The William C. Dunkelberg Owl Fund July 2014 - Present
Fox School of Business at Temple University September 2014 - Present
Hamilton Lane June 2015 - August 2015
Temple University Math and Science Resource Center August 2012 - August 2015
Fox Business Honors Student Association November 2013 - December 2014
Philadelphia Futures May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Access, Fundraising, Social Networking, Fund Of Funds
Education
Temple University - Fox School of Business and Management 2008 — 2016
Union Pacific Railroad October 2010 - Present
Hamilton Lane July 2005 - June 2010
Morgan Stanley Alternative Investment Partners January 2005 - July 2005
Villanova University January 2003 - December 2004
Skills
Marketing, Strategy, Leadership, CRM, Management, Business Development, Sales, Leadership Development, Product Development, Nonprofits, Networking, Microsoft Office, Six Sigma, Social Media, Strategic Planning, Customer Service, Data Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2009
WPWP Certificate, Marketing
Villanova University 2002 — 2005
MBA, Management
West Chester University of Pennsylvania 1998 — 2002
BM, Music: Elective Studies in Management
Hamilton Lane 2014 - Present
Northwestern Mutual Capital 2012 - 2014
Chesapeake Partners 2011 - 2011
CITIC Securities 2011 - 2011
Relativity Capital 2008 - 2010
JPMorgan 2006 - 2008
Skills
Mezzanine, Mergers & Acquisitions, Fixed Income, Financial Modeling, LBO, Private Equity, Portfolio Management, Venture Capital, Valuation, Equities, Investment Banking, Private Placements, Due Diligence, Corporate Development, Special Situations, Value Investing
Education
University of Pennsylvania - The Wharton School
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Hamilton Lane June 2015 - Present
UD Blue Hen Investment Club September 2014 - Present
Heart Test Laboratories, Inc. August 2015 - August 2015
French Creek Golf Club June 2009 - June 2015
Goldman Sachs June 2014 - June 2014
Skills
Growth Investing, Fundamental Analysis, Mathematics, Calculus, Bloomberg Terminal, FactSet, Microsoft Office, Biology, PowerPoint, Bloomberg, Fund Of Funds, Leadership, Teamwork, Microsoft Excel, Economics, Research
Education
University of Delaware 2013 — 2017
Bachelor of Engineering (B.E.), Biomedical Engineering
Westtown School 2009 — 2013
TD September 2015 - Present
TD March 2014 - September 2015
Bank of America February 2012 - January 2014
Bank of America, Wilmington DE March 2011 - January 2012
Aerotek September 2010 - October 2011
Hamilton Lane March 2004 - December 2008
Independent Portfolio Consultants June 2000 - July 2003
Skills
Financial Services, Due Diligence, Leadership, Credit, Mortgage Lending, Finance, Financial Analysis, Portfolio Management, Investments, Job Coaching, Securities, Residential Mortgages, Asset Managment, Mutual Funds, Fixed Income, Capital Markets, Employee Training, Quality Control, Private Equity, Business Performance..., Management, Coaching, Process Improvement, Compliance, PowerPoint, Microsoft Excel, Relationship Management, Series 7, Business Process..., Banking, Asset Management
Education
University of Phoenix 2013 — 2015
Master's, Management
University of Phoenix 2004 — 2009
BS, Business Management
Defense Language Institute Foreign Language Center 1993 — 1994
Non-degree program, Russian Language
Hamilton Lane July 2005 - Present
Comverge, Inc February 2003 - June 2005
Credit Suisse June 2000 - July 2002
Skills
Private Equity, Alternative Investments, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Hamilton Lane October 2012 - Present
Ernst & Young October 2009 - October 2012
Skills
Financial Reporting
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Hamilton Lane August 2014 - Present
Obrecht Commercial Real Estate, Inc. May 2013 - December 2013
Vector Marketing June 2012 - August 2012
Skills
Sales, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Marketing, Microsoft Word, Economics, Facebook, Customer Service, Social Media Marketing
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Hill School 2006 — 2010
Hamilton Lane July 2015 - Present
Protiviti June 2014 - August 2014
Morris Community School January 2012 - February 2013
Morris Community School June 2009 - August 2012
Skills
Data Analysis, Analytical Reasoning, Risk Management, Microsoft Excel, Leadership, Public Speaking, Access, Minitab, Customer Service, PowerPoint, Microsoft Office
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Finance
Hamilton Lane June 2015 - Present
Raymond James Financial Inc. June 2014 - May 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Skills
Customer Service, Sales, Customer Satisfaction, Retail, Sales Operations, Inventory Management, Cashiering, Finance, Financial Modeling, Accounting
Education
Temple University - Fox School of Business and Management
Finance, General
Hamilton Lane June 2014 - Present
Fox Rothschild LLP January 2013 - May 2014
Cozen O'Connor March 2008 - November 2012
Skills
JavaScript, C#, SQL, VB.NET, jQuery, IIS, HTML, CSS, SQL Server, Active Directory, ASP.NET, Windows, .NET, AJAX, T-SQL, Visual Studio, Visual Basic, Microsoft Office, SSRS, Databases, Web Services, ADO.NET, Crystal Reports, DHTML, SSIS, Excel, Programming, TFS, Access, Silverlight, WCF, Microsoft SQL Server, SharePoint, SharePoint Designer, Microsoft Office..., Windows Sharepoint..., Web Applications, Windows Server, XML, Powershell, Windows 7, Analysis Services, Visio, Citrix, Software Documentation, Document Management, Database Design, Windows XP, ASP.NET MVC, Microsoft Exchange
Education
University of Pittsburgh 1999 — 2004
BA, History, Political Science
Bensalem High School 1995 — 1999
Hamilton Lane November 2012 - Present
AmerisourceBergen October 2011 - November 2012
Pi Kappa Phi November 2009 - November 2010
Skills
Microsoft Excel, Accounting, PowerPoint, Access, Auditing, Microsoft Word, QuickBooks, Microsoft Office, Data Analysis, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act
Education
University of Delaware 2007 — 2011
Bachelor of Science, Business and Economics
Hamilton Lane July 2011 - Present
ICV Capital Partners, LLC July 2008 - June 2011
UBS Investment Bank 2005 - 2008
Skills
Financial Modeling, Entrepreneurship, Private Equity, Corporate Development, Investment Banking
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science (B.S.), Finance
Hamilton Lane 2010 - Present
American Land Fund 2007 - 2009
Education
University of Pennsylvania 2003 — 2007
Hamilton Lane June 2014 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
BSBA
University of Michigan
Hamilton Lane March 2015 - Present
The Event Shoppe August 2007 - Present
SPW Productions 2008 - February 2015
160over90 2014 - 2014
World Cafe Live 2004 - 2007
SEI Investments 1999 - 2004
Skills
Event Planning, Corporate Events, Event Management, Management, Marketing, Meeting Planning, Project Planning, Public Relations, Customer Service, Marketing Communications, Advertising, Sales, Social Media, Marketing Strategy, Social Networking
Education
University of Maryland College Park 1991 — 1995
Capitala Investment Advisors, LLC April 2013 - Present
Hamilton Lane September 2007 - March 2013
Wilshire Associates April 2004 - 2007
Skills
Private Equity, Financial Modeling, Valuation, Alternative Investments, Investments, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Finance, Capital Markets, Awesomeness, Asset Management, Corporate Development
Education
University of Pittsburgh 2000 — 2004
Bachelor of Science (BS), Finance, General
Hamilton Lane January 2010 - Present
Curtis Financial January 2005 - January 2010
Education
University of Delaware 1999 — 2003
Environmental Defense Fund February 2013 - October 2013
Hamilton Lane August 2010 - September 2012
Cogent Partners July 2008 - October 2010
TouchStone Partners 2007 - 2007
Skills
Private Equity, Due Diligence, Financial Analysis, Alternative Investments, Investor Relations, Business Development, Fundraising, Financial Modeling, Strategy, Investment Banking, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS)
The Guerin Group and Guerin Associates 2004 - Present
Baring Private Equity Partners January 2002 - January 2004
Hamilton Lane 1999 - 2002
Skills
Private Equity, Emerging Markets, Entrepreneurship, Investor Relations, Due Diligence, Start-ups, Venture Capital, Mergers & Acquisitions, Valuation
Education
The University of Texas at Austin
BS, MBA, Educational Pychology, Statistics
Liazon September 2014 - Present
Liazon June 2013 - August 2013
CVS Caremark Corporation August 2010 - June 2012
Bain & Company July 2009 - July 2010
Bain & Company August 2007 - July 2009
Hamilton Lane May 2006 - August 2006
Mellon Financial June 2005 - August 2005
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
BS Economics, Finance, Management
Morgan Stanley June 2015 - August 2015
Hamilton Lane July 2012 - July 2014
China International Capital Corporation June 2011 - August 2011
PricewaterhouseCoopers July 2010 - August 2010
Skills
Accounting, Financial Analysis, Corporate Finance, Excel, Quantitative Analysis, Valuation, Financial Modeling, Quantitative Analytics, Investments, Investment Banking, Due Diligence, Private Equity, Bloomberg, Equities, Portfolio Management, Economics, Finance, Capital Markets
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
University of Virginia 2008 — 2012
B.S., Accounting, Finance and Mathematics
University of Oxford
Goldman Sachs November 2014 - Present
Tree Capital LLC January 2014 - October 2014
Hamilton Lane July 2013 - December 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Mergers and Acquisitions, Finance, Statistics, Mathematics, Mergers, Corporate Finance, Mergers & Acquisitions, Private Equity, Emerging Markets, Equity Research, Hedge Funds, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Huntsman Program in International Studies and Business
Hamilton Lane June 2005 - Present
Goldman Sachs August 2001 - May 2005
Nestle Waters 1997 - 1999
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Entrepreneurship
University of Delaware 1989 — 1993
BA
Hamilton Lane September 2015 - Present
The Glenmede Trust Company, N.A. February 2013 - September 2015
ARAMARK June 2012 - February 2013
Commodity Futures Trading Commission June 2010 - May 2012
Akin Gump Strauss Hauer & Feld LLP September 2007 - June 2010
U.S. Department of Justice, Antitrust Division July 2002 - August 2004
Skills
Legal Writing, Securities Regulation, Corporate Law, Corporate Governance, Legal Research, Securities, Financial Regulation, Dodd-Frank, Due Diligence, Joint Ventures, Mergers & Acquisitions, Private Equity, Legal Compliance, Corporate Finance, Hedge Funds
Education
University of Pennsylvania Law School 2004 — 2007
Juris Doctor
University of Delaware 2000 — 2002
Bachelor of Arts (B.A.)
University of Virginia 1998 — 2000
Tower Hill School
Hamilton Lane May 2014 - August 2014
Education
University of Florida - Warrington College of Business Administration 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Lake Highland Preparatory School 2007 — 2011
High School Diploma
Hamilton Lane July 2015 - Present
Amegy Bank June 2013 - August 2013
Cigna January 2013 - May 2013
Skills
FactSet Level 1..., Bloomberg Terminal, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Bloomberg, Research, Data Analysis, Access, Finance, Public Speaking, Teamwork
Education
University of Delaware 2011 — 2014
Bachelor’s Degree, BS Finance & Business Management, General
United States Air Force Academy 2010 — 2011