Harris Investment Management
Description
Address: 2800 Neilson Way # 1008, Santa Monica, CA 90405 Phone: (310) 314-1199Place name: : : Hours: : : : Category: Website: : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Harris Investment Management Posting publicly on the Web Write a review Reviews Be the first to review
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Harris Investment Management Employees
Employee
Years
Job
Industry
Barry Dudek Barry Dudek's Harris Investment Management Experience July 1985 - November 1992
Job Data Analytics, Bioinformatics and Data Base Consulting and Support
Industry Information Technology and Services
Experience
Contract & Independent Consulting July 1995 - Present
AGI Inc. March 1994 - June 1995
Griffith Laboratories November 1992 - November 1993
Harris Investment Management July 1985 - November 1992
Advance Transformer Company December 1980 - July 1985
Nalco Chemical Company August 1977 - November 1980
Mt. Sinai Hospital February 1976 - August 1977
Wyman-Gordon Company February 1973 - January 1976
Skills
Data Analysis, Databases, Database Design, Relational Databases, Bioinformatics, Data Conversion, Data Migration, Data Integration, Data Warehousing, Testing, SQL, XML, Genomics, Linux, MySQL, Python, Data Modeling, Computational Biology, Operating Systems, Unix, Software Documentation, R, COBOL, Software Development, Perl, Oracle, Requirements Analysis, Data Warehouse..., Programming, Shell Scripting, SQL Tuning, ETL, Java, Matlab, Data Mining, Business Intelligence
Education
University of Illinois at Chicago 2005 — 2009
Master of Engineering (M.Eng.), - Specialization in Bioinformatics, 4.0/4.0
Honeywell Institute of Information Sciences 1972 — 1973
Postgraduate Program Certificate, Information Technology
University of Minnesota-Twin Cities 1971 — 1972
Graduate studies in Experimental Ecology
Loyola University Chicago 1967 — 1971
B.S., Biology
Contract & Independent Consulting July 1995 - Present
AGI Inc. March 1994 - June 1995
Griffith Laboratories November 1992 - November 1993
Harris Investment Management July 1985 - November 1992
Advance Transformer Company December 1980 - July 1985
Nalco Chemical Company August 1977 - November 1980
Mt. Sinai Hospital February 1976 - August 1977
Wyman-Gordon Company February 1973 - January 1976
Skills
Data Analysis, Databases, Database Design, Relational Databases, Bioinformatics, Data Conversion, Data Migration, Data Integration, Data Warehousing, Testing, SQL, XML, Genomics, Linux, MySQL, Python, Data Modeling, Computational Biology, Operating Systems, Unix, Software Documentation, R, COBOL, Software Development, Perl, Oracle, Requirements Analysis, Data Warehouse..., Programming, Shell Scripting, SQL Tuning, ETL, Java, Matlab, Data Mining, Business Intelligence
Education
University of Illinois at Chicago 2005 — 2009
Master of Engineering (M.Eng.), - Specialization in Bioinformatics, 4.0/4.0
Honeywell Institute of Information Sciences 1972 — 1973
Postgraduate Program Certificate, Information Technology
University of Minnesota-Twin Cities 1971 — 1972
Graduate studies in Experimental Ecology
Loyola University Chicago 1967 — 1971
B.S., Biology
Douglas Thornton Douglas Thornton's Harris Investment Management Experience April 1996 - February 2000
Job Asset Management Fixed Income short duration
Industry Investment Management
Experience
BMO Global Asset Management February 2000 - April 2013
Harris Investment Management April 1996 - February 2000
Harris Investment Management April 1994 - April 1996
Skills
Portfolio Management, Asset Management, Fixed Income, Team Leadership, Bloomberg, FINRA, Research, Public Speaking, Cash Management, TradeWeb trading, Theology, Series 3, Market Analysis, Liquidity Management, Teaching, Currency Futures, Christian ethics
Education
DePaul University 2014 — 2016
Master's Degree, Higher Education/Higher Education Administration
McCormick Theological Seminary 1999 — 2004
Master's Degree, Theology/Ethics
Roosevelt University 1990 — 1994
Bachelor of Arts (BA), Economics
BMO Global Asset Management February 2000 - April 2013
Harris Investment Management April 1996 - February 2000
Harris Investment Management April 1994 - April 1996
Skills
Portfolio Management, Asset Management, Fixed Income, Team Leadership, Bloomberg, FINRA, Research, Public Speaking, Cash Management, TradeWeb trading, Theology, Series 3, Market Analysis, Liquidity Management, Teaching, Currency Futures, Christian ethics
Education
DePaul University 2014 — 2016
Master's Degree, Higher Education/Higher Education Administration
McCormick Theological Seminary 1999 — 2004
Master's Degree, Theology/Ethics
Roosevelt University 1990 — 1994
Bachelor of Arts (BA), Economics
Susan Palacios, CFA Susan Palacios, CFA's Harris Investment Management Experience 1998 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
McDonald's Corporation November 2014 - Present
Pipeline Trading Systems April 2007 - December 2011
Loop Capital Markets 2005 - April 2007
Harris Investment Management 1998 - 2004
Zacks Investment Management 1996 - 1998
ZPR Investment Management 1992 - 1995
Skills
Equity Trading, Equities, Trading, Bloomberg
Education
University of Chicago 1999 — 2002
MBA, Finance
Stetson University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Investments
McDonald's Corporation November 2014 - Present
Pipeline Trading Systems April 2007 - December 2011
Loop Capital Markets 2005 - April 2007
Harris Investment Management 1998 - 2004
Zacks Investment Management 1996 - 1998
ZPR Investment Management 1992 - 1995
Skills
Equity Trading, Equities, Trading, Bloomberg
Education
University of Chicago 1999 — 2002
MBA, Finance
Stetson University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Investments
Amy Buser's Harris Investment Management Experience March 2005 - July 2006
Job Associate Director Employer Development at Indiana University Kelley School of Business
Industry Higher Education
Experience
Indiana University Kelley School of Business October 2013 - Present
RBC Global Asset Management February 2009 - October 2013
Harris Investment Management March 2005 - July 2006
Mercer Investment Consulting March 2002 - March 2005
Skills
Investment Management, Asset Allocation, Fixed Income, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Bloomberg, Asset Management, Equity Valuation, Leadership Development..., Employee Relations
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1995 — 1999
Bachelor of Science (BS), Science Business
Indiana University Kelley School of Business October 2013 - Present
RBC Global Asset Management February 2009 - October 2013
Harris Investment Management March 2005 - July 2006
Mercer Investment Consulting March 2002 - March 2005
Skills
Investment Management, Asset Allocation, Fixed Income, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Bloomberg, Asset Management, Equity Valuation, Leadership Development..., Employee Relations
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1995 — 1999
Bachelor of Science (BS), Science Business
Peter Schmole Peter Schmole's Harris Investment Management Experience June 2007 - June 2012
Job Director Business Development, Western US at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments November 2014 - Present
Victory Capital Management January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc. June 2007 - June 2012
Harris Investment Management June 2007 - June 2012
Merrill Lynch Investment Managers May 2003 - March 2007
Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations
Education
Pace University
Standard Life Investments November 2014 - Present
Victory Capital Management January 2013 - October 2014
BMO Global Asset Management, Harris Investments, Inc. June 2007 - June 2012
Harris Investment Management June 2007 - June 2012
Merrill Lynch Investment Managers May 2003 - March 2007
Skills
Alternative Investments, Mutual Funds, Defined Contribution, Endowments, Asset Management, Asset Managment, Asset Management Sales..., Development of..., Equities, Fixed Income, Alternatives, Defined Benefit, Public Plans, Corporate Plans, Foundations & Endowments, Consultants, Western US Focused, Finals Presentations
Education
Pace University
Robert Kinsey Robert Kinsey's Harris Investment Management Experience June 1992 - January 1995
Job Managing Director & Client Portfolio Manager at MacKay Shields LLC
Industry Financial Services
Experience
MacKay Shields LLC March 2015 - Present
OppenheimerFunds August 2010 - February 2015
ING Investment Management March 1999 - May 2010
Federated Investors January 1995 - March 1999
Harris Investment Management June 1992 - January 1995
First City Trust Dept April 1986 - July 1992
Smith Barney June 1980 - June 1984
Skills
Mutual Funds, Relationship Management, High Yield, ABS, Government Bonds, Emerging Markets, Debt, Asset, Loans, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Derivatives, Series 7, Investments, Bonds, Institutional..., Financial Services, Alternative Investments, Investment Banking, Series 63, Asset Management, Wealth Management, Structured Products, Separately Managed..., Asset Allocation, Capital Markets, ETFs, Financial Markets, Valuation, Investment Advisory, Investment Management, Securities
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
STA 1972 — 1976
MacKay Shields LLC March 2015 - Present
OppenheimerFunds August 2010 - February 2015
ING Investment Management March 1999 - May 2010
Federated Investors January 1995 - March 1999
Harris Investment Management June 1992 - January 1995
First City Trust Dept April 1986 - July 1992
Smith Barney June 1980 - June 1984
Skills
Mutual Funds, Relationship Management, High Yield, ABS, Government Bonds, Emerging Markets, Debt, Asset, Loans, Hedge Funds, Fixed Income, Portfolio Management, Investment Strategies, Derivatives, Series 7, Investments, Bonds, Institutional..., Financial Services, Alternative Investments, Investment Banking, Series 63, Asset Management, Wealth Management, Structured Products, Separately Managed..., Asset Allocation, Capital Markets, ETFs, Financial Markets, Valuation, Investment Advisory, Investment Management, Securities
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Stanford University 1976 — 1980
BA, Political Science
STA 1972 — 1976
Mark Wimer Mark Wimer's Harris Investment Management Experience January 2006 - December 2007
Job Senior Portfolio Manager at Strategic Global Advisors
Industry Investment Management
Experience
Strategic Global Advisors, LLC January 2008 - Present
Harris Investment Management January 2006 - December 2007
Deutsche Bank November 2004 - July 2005
Schwab Soundview Capital Markets February 2000 - October 2004
Ibbotson Associates August 1998 - February 2000
RogersCasey June 1995 - August 1998
Andersen Consulting June 1989 - June 1993
Skills
Portfolio Management, Asset Management, Equities, Portfolio Optimization, Risk Modeling, Investments, Quantitative Research, Quantitative Analysis, Performance Attribution, Factset, Asset Allocation, Quantitative Finance, Optimization, Equity Research, Institutional...
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Purdue University 1985 — 1989
BS, Computer & Electrical Engineering
Strategic Global Advisors, LLC January 2008 - Present
Harris Investment Management January 2006 - December 2007
Deutsche Bank November 2004 - July 2005
Schwab Soundview Capital Markets February 2000 - October 2004
Ibbotson Associates August 1998 - February 2000
RogersCasey June 1995 - August 1998
Andersen Consulting June 1989 - June 1993
Skills
Portfolio Management, Asset Management, Equities, Portfolio Optimization, Risk Modeling, Investments, Quantitative Research, Quantitative Analysis, Performance Attribution, Factset, Asset Allocation, Quantitative Finance, Optimization, Equity Research, Institutional...
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Purdue University 1985 — 1989
BS, Computer & Electrical Engineering
Bill Meehling, CFA Bill Meehling, CFA's Harris Investment Management Experience January 2004 - January 2010
Job Fundamental Securities Analyst
Industry Investment Management
Experience
BMO Global Asset Management March 1992 - May 2013
Harris Investment Management January 2004 - January 2010
Harris Investment Management January 1999 - January 2002
Stein Roe & Farnham February 1987 - March 1992
Franklin Life Insurance Company April 1984 - February 1987
Skills
Fixed Income, Financial Modeling, Investments, Financial Risk, Finance, Credit, Analysis, Relative Value, Valuation, Portfolio Management, Securities, Bloomberg
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts
Washington University in St. Louis - Olin Business School
Masters Business Administration
BMO Global Asset Management March 1992 - May 2013
Harris Investment Management January 2004 - January 2010
Harris Investment Management January 1999 - January 2002
Stein Roe & Farnham February 1987 - March 1992
Franklin Life Insurance Company April 1984 - February 1987
Skills
Fixed Income, Financial Modeling, Investments, Financial Risk, Finance, Credit, Analysis, Relative Value, Valuation, Portfolio Management, Securities, Bloomberg
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts
Washington University in St. Louis - Olin Business School
Masters Business Administration
Joe Caticchio, CFA Joe Caticchio, CFA's Harris Investment Management Experience 1999 - 2005
Job Director of Marketing and Client Service at Piermont Capital Management
Industry Investment Management
Experience
Piermont Capital Management April 2011 - Present
Ashfield Capital Partners, LLC 2008 - 2011
ULLICO 2005 - 2007
Harris Investment Management 1999 - 2005
Investment Advisors, Inc. 1995 - 1999
Banc One Investment Advisors 1993 - 1995
Hewitt Associates 1989 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Minnesota Duluth 1980 — 1985
BBA, Finance, Economics, Marketing
Wayzata High School 1977 — 1980
Piermont Capital Management April 2011 - Present
Ashfield Capital Partners, LLC 2008 - 2011
ULLICO 2005 - 2007
Harris Investment Management 1999 - 2005
Investment Advisors, Inc. 1995 - 1999
Banc One Investment Advisors 1993 - 1995
Hewitt Associates 1989 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Minnesota Duluth 1980 — 1985
BBA, Finance, Economics, Marketing
Wayzata High School 1977 — 1980
Steven Greiner Steven Greiner's Harris Investment Management Experience November 2003 - March 2005
Job SVP | Schwab Equity Ratings at Charles Schwab
Industry Investment Management
Experience
Charles Schwab June 2014 - Present
Factset June 2010 - June 2014
PNC Capital Advisors (previously Allegiant) April 2005 - April 2010
Harris Investment Management November 2003 - March 2005
Clover Capital Management 2000 - 2003
AlliedSignal June 1989 - June 1994
Skills
Portfolio Management, Quantitative Analysis, Quantitative Modeling, Tactical Asset..., Global Asset Allocation, Risk Modeling, Risk Management, Equity Research, Options, FX Options, FX Hedging, Quantitative Analytics, Analysis, Asset Allocation, Bonds, Derivatives, Equities, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investment Management, Investments, Monte Carlo Simulation, Portfolio Optimization, Quantitative Finance, Quantitative Investing, Risk Analytics, Risk Assessment, Strategy
Education
Freie Universität Berlin 1987 — 1989
Postdoc, Chemical Physics Computational Modeling
University of Rochester 1982 — 1987
Ph.D., Chemical Physics
Charles Schwab June 2014 - Present
Factset June 2010 - June 2014
PNC Capital Advisors (previously Allegiant) April 2005 - April 2010
Harris Investment Management November 2003 - March 2005
Clover Capital Management 2000 - 2003
AlliedSignal June 1989 - June 1994
Skills
Portfolio Management, Quantitative Analysis, Quantitative Modeling, Tactical Asset..., Global Asset Allocation, Risk Modeling, Risk Management, Equity Research, Options, FX Options, FX Hedging, Quantitative Analytics, Analysis, Asset Allocation, Bonds, Derivatives, Equities, Financial Markets, Financial Modeling, Financial Risk, Fixed Income, Hedge Funds, Investment Management, Investments, Monte Carlo Simulation, Portfolio Optimization, Quantitative Finance, Quantitative Investing, Risk Analytics, Risk Assessment, Strategy
Education
Freie Universität Berlin 1987 — 1989
Postdoc, Chemical Physics Computational Modeling
University of Rochester 1982 — 1987
Ph.D., Chemical Physics
Andrew Waisburd Andrew Waisburd's Harris Investment Management Experience February 2007 - June 2008
Job Director of Research
Industry Investment Management
Experience
Invesco Ltd. May 2011 - Present
Invesco Ltd. July 2008 - April 2011
Harris Investment Management February 2007 - June 2008
Archipelago June 2005 - January 2007
Texas Christian University August 2000 - May 2005
Andersen Consulting August 1993 - June 1995
Skills
Quantitative Analytics, Equities, Financial Modeling, Capital Markets, Asset Management, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Investment Strategies, Financial Markets, Equity Research, Investment Management
Education
Indiana University Bloomington 1995 — 2000
Ph.D, Finance
Indiana University Bloomington 1995 — 1998
M.S., Finance
Cornell University 1989 — 1993
B.S., Statistics
Invesco Ltd. May 2011 - Present
Invesco Ltd. July 2008 - April 2011
Harris Investment Management February 2007 - June 2008
Archipelago June 2005 - January 2007
Texas Christian University August 2000 - May 2005
Andersen Consulting August 1993 - June 1995
Skills
Quantitative Analytics, Equities, Financial Modeling, Capital Markets, Asset Management, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Investment Strategies, Financial Markets, Equity Research, Investment Management
Education
Indiana University Bloomington 1995 — 2000
Ph.D, Finance
Indiana University Bloomington 1995 — 1998
M.S., Finance
Cornell University 1989 — 1993
B.S., Statistics
Rob Roquitte, CFA Rob Roquitte, CFA's Harris Investment Management Experience 1999 - 2005
Job Managing Director at Madison Investment Advisors
Industry Investment Management
Experience
Madison Investment Advisors 2010 - Present
Allegiant Asset Management 2005 - 2009
Harris Investment Management 1999 - 2005
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance & Economics
University of Denver 1983 — 1987
BSBA, Finance & Marketing
Madison Investment Advisors 2010 - Present
Allegiant Asset Management 2005 - 2009
Harris Investment Management 1999 - 2005
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance & Economics
University of Denver 1983 — 1987
BSBA, Finance & Marketing
Stephen Glagola's Harris Investment Management Experience May 2010 - May 2011
Job
Industry Financial Services
Experience
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Kellee Athens Kellee Athens's Harris Investment Management Experience 1992 - 1998
Job MPH Global Health Student at George Washington University
Industry Think Tanks
Experience
George Wahington University September 2014 - Present
Home September 1992 - Present
Harris Investment Management 1992 - 1998
Northern Trust Corporation June 1985 - June 1992
Skills
Research, Team Building, Healthcare, Strategic Planning, Social Media, Account Management, Volunteer Management, Community Outreach, Fundraising, Public Speaking, Nonprofits
Education
George Washington University 2015 — 2016
Master's Degree, MPH- Global Health
Loyola University of Chicago 2011 — 2011
Public Health
UIC 2009 — 2011
Biology, General
Indiana University Bloomington 1981 — 1985
Bachelor of Science (BS), Finance, General
George Wahington University September 2014 - Present
Home September 1992 - Present
Harris Investment Management 1992 - 1998
Northern Trust Corporation June 1985 - June 1992
Skills
Research, Team Building, Healthcare, Strategic Planning, Social Media, Account Management, Volunteer Management, Community Outreach, Fundraising, Public Speaking, Nonprofits
Education
George Washington University 2015 — 2016
Master's Degree, MPH- Global Health
Loyola University of Chicago 2011 — 2011
Public Health
UIC 2009 — 2011
Biology, General
Indiana University Bloomington 1981 — 1985
Bachelor of Science (BS), Finance, General
Edward Konrath Edward Konrath's Harris Investment Management Experience 1998 - 2000
Job Operations Administrator at Segall Bryant & Hamill
Industry Financial Services
Experience
Segall Bryant & Hamill September 2015 - Present
Northern Trust October 2003 - Present
UBS Global Asset Management 2002 - 2003
Lincoln Capital Management 2000 - 2002
Harris Investment Management 1998 - 2000
Skills
Fixed Income, Equities, Securities, Settlement, Financial Reporting, Banking, Financial Services, Bloomberg, Client Service Oriented, Microsoft Excel, Microsoft Word, Lotus Notes, Mutual Funds, Back Office, Middle Office, Bonds, Asset Allocation, Finance, Account Reconciliation, Bloomberg Terminal, Portfolio Management
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Segall Bryant & Hamill September 2015 - Present
Northern Trust October 2003 - Present
UBS Global Asset Management 2002 - 2003
Lincoln Capital Management 2000 - 2002
Harris Investment Management 1998 - 2000
Skills
Fixed Income, Equities, Securities, Settlement, Financial Reporting, Banking, Financial Services, Bloomberg, Client Service Oriented, Microsoft Excel, Microsoft Word, Lotus Notes, Mutual Funds, Back Office, Middle Office, Bonds, Asset Allocation, Finance, Account Reconciliation, Bloomberg Terminal, Portfolio Management
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Jill Herman Jill Herman's Harris Investment Management Experience 1994 - 1999
Job Lead Software Application Administrator at ALPS, A DST Company
Industry Information Technology and Services
Experience
ALPS, A DST Company February 2015 - Present
Janus Capital Group January 2000 - February 2015
Harris Investment Management 1994 - 1999
Performance Analytics, Inc. 1989 - 1994
Skills
Business Analysis, Vendor Management, Mutual Funds, Requirements Analysis, SDLC, Data Warehousing, Visio, Informatica, Solution Architecture, Equities, Project Management, Business Relationship..., Separately Managed..., Problem Solving, User Interface Design, Investment Management, Microsoft Office, SimCorp Dimension, Process Improvement, Eagle PACE, Master Data Management, Autosys, Axure, Team Leadership, Technical Leadership, Metalsmithing, Jewelry Design, Handmade Jewelry, Business Process..., Fund Accounting, Bloomberg, Back Office, Reference Data, Fixed Income, Cognos, Securities, Business Process, User Acceptance Testing, Data Modeling, Charles River IMS, Asset Management, ETL, Functional..., Business Intelligence, Business Objects, Business Requirements, Requirements Gathering, Data Governance, Financial Services
Education
Western Michigan University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan 1985 — 1987
Literature, Science & Arts
ALPS, A DST Company February 2015 - Present
Janus Capital Group January 2000 - February 2015
Harris Investment Management 1994 - 1999
Performance Analytics, Inc. 1989 - 1994
Skills
Business Analysis, Vendor Management, Mutual Funds, Requirements Analysis, SDLC, Data Warehousing, Visio, Informatica, Solution Architecture, Equities, Project Management, Business Relationship..., Separately Managed..., Problem Solving, User Interface Design, Investment Management, Microsoft Office, SimCorp Dimension, Process Improvement, Eagle PACE, Master Data Management, Autosys, Axure, Team Leadership, Technical Leadership, Metalsmithing, Jewelry Design, Handmade Jewelry, Business Process..., Fund Accounting, Bloomberg, Back Office, Reference Data, Fixed Income, Cognos, Securities, Business Process, User Acceptance Testing, Data Modeling, Charles River IMS, Asset Management, ETL, Functional..., Business Intelligence, Business Objects, Business Requirements, Requirements Gathering, Data Governance, Financial Services
Education
Western Michigan University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan 1985 — 1987
Literature, Science & Arts
Randall Royther Randall Royther's Harris Investment Management Experience 1990 - 2004
Job Managing Director Head of Capital Markets Group at Park Sterling Bank
Industry Capital Markets
Experience
Park Sterling Bank May 2014 - Present
CertusBank July 2011 - December 2013
Stabilis Asset Management July 2009 - July 2011
Columbia Management August 2004 - April 2008
Harris Investment Management 1990 - 2004
Skills
Asset Managment, Portfolio Management, Fixed Income, Bonds, Series 7, Risk Management, Credit, Securities, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Structured Finance, Trading, Derivatives, Financial Markets, Structured Products, Asset Allocation, Series 63, Options, Project Finance, Securitization, Investments, Investment Management, Financial Services
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MM, Finance, Marketing
University of Colorado Boulder 1984 — 1988
BA, Economics
Park Sterling Bank May 2014 - Present
CertusBank July 2011 - December 2013
Stabilis Asset Management July 2009 - July 2011
Columbia Management August 2004 - April 2008
Harris Investment Management 1990 - 2004
Skills
Asset Managment, Portfolio Management, Fixed Income, Bonds, Series 7, Risk Management, Credit, Securities, Alternative Investments, Capital Markets, Bloomberg, Hedge Funds, Structured Finance, Trading, Derivatives, Financial Markets, Structured Products, Asset Allocation, Series 63, Options, Project Finance, Securitization, Investments, Investment Management, Financial Services
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MM, Finance, Marketing
University of Colorado Boulder 1984 — 1988
BA, Economics
Chris Batalis's Harris Investment Management Experience December 2007 - Present
Job Director of Managed Accounts
Industry Investment Management
Experience
Harris Investment Management December 2007 - Present
Charles Schwab & Co., Inc. November 1996 - July 2007
Morgan Stanley February 1996 - November 1996
Chatfield Dean Investment Bankers May 1995 - January 1996
United States Air Force June 1986 - July 1991
Skills
Investments, Equities, Portfolio Management
Education
Embry-Riddle Aeronautical University 1987 — 1992
Harris Investment Management December 2007 - Present
Charles Schwab & Co., Inc. November 1996 - July 2007
Morgan Stanley February 1996 - November 1996
Chatfield Dean Investment Bankers May 1995 - January 1996
United States Air Force June 1986 - July 1991
Skills
Investments, Equities, Portfolio Management
Education
Embry-Riddle Aeronautical University 1987 — 1992
Jon Thanos's Harris Investment Management Experience May 1996 - December 2002
Job at Ronin Capital
Industry Financial Services
Experience
Ronin Capital January 2009 - March 2014
CTS Strategic Investments L.L.C. (Ronin Affiliate) January 2003 - December 2008
Harris Investment Management May 1996 - December 2002
Multiple Option Exchanges January 1991 - April 1996
Skills
Hedge Funds, Equities, Fixed Income, Options, Trading, Investments, Alternative Investments, Commodity, Investment Management, Portfolio Management, Derivatives, Investment Strategies, Mutual Funds, Bloomberg, SRI, ESG, Sustainable Investing
Education
The University of Chicago 1998 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1988
B.S., Finance
Ronin Capital January 2009 - March 2014
CTS Strategic Investments L.L.C. (Ronin Affiliate) January 2003 - December 2008
Harris Investment Management May 1996 - December 2002
Multiple Option Exchanges January 1991 - April 1996
Skills
Hedge Funds, Equities, Fixed Income, Options, Trading, Investments, Alternative Investments, Commodity, Investment Management, Portfolio Management, Derivatives, Investment Strategies, Mutual Funds, Bloomberg, SRI, ESG, Sustainable Investing
Education
The University of Chicago 1998 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign 1983 — 1988
B.S., Finance
Joe Shelly's Harris Investment Management Experience May 1995 - November 1997
Job Director of Sales & Marketing at Cupps Capital Management, LLC
Industry Investment Management
Experience
Cupps Capital Management, LLC August 2012 - Present
Glenmede Investment Management April 2007 - August 2012
U.S. Trust Corporation October 2003 - April 2007
Banc of America Capital Management December 1997 - October 2003
Harris Investment Management May 1995 - November 1997
John Nuveen & Company September 1984 - May 1995
Skills
Alternative Investments, Investments, Asset Managment, Fixed Income, Asset Allocation, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Investment Management, Bloomberg, Endowments, Equity Research, Valuation, Series 7, Derivatives, Financial Modeling
Education
Miami University 1979 — 1983
Bachelor of Science, Finance
The John Marshall Law School 1987 — 1991
Juris Doctor
Cupps Capital Management, LLC August 2012 - Present
Glenmede Investment Management April 2007 - August 2012
U.S. Trust Corporation October 2003 - April 2007
Banc of America Capital Management December 1997 - October 2003
Harris Investment Management May 1995 - November 1997
John Nuveen & Company September 1984 - May 1995
Skills
Alternative Investments, Investments, Asset Managment, Fixed Income, Asset Allocation, Equities, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Investment Management, Bloomberg, Endowments, Equity Research, Valuation, Series 7, Derivatives, Financial Modeling
Education
Miami University 1979 — 1983
Bachelor of Science, Finance
The John Marshall Law School 1987 — 1991
Juris Doctor
Dennis P. Casey's Harris Investment Management Experience August 2005 - August 2009
Job Managing Partner, Financial Industry Representatives, LLC
Industry Investment Management
Experience
Financial Industry Representatives, LLC August 2009 - Present
Harris Investment Management August 2005 - August 2009
Victory Capital Management January 2002 - December 2004
Key Asset Management January 1992 - December 2001
Society/AmeriTrust January 1987 - December 1991
Standard Oil of Ohio (now BP Corporation) July 1976 - June 1987
Skills
Investments, Asset Managment, Investment Management, Due Diligence, Investment Strategies, Equities, Asset Management, Institutional..., Financial Services, Alternative Investments, Fixed Income, Finance, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Hedge Funds, Investment Advisory, Investor Relations, Mutual Funds, Wealth Management, Capital Markets, Series 7, 401k, Securities, Series 63, ETFs, Valuation, Bloomberg, Private Equity
Education
John Carroll University 1981 — 1985
MBA, General Business and Finance
John Carroll University 1972 — 1976
BSBA, Accounting
Financial Industry Representatives, LLC August 2009 - Present
Harris Investment Management August 2005 - August 2009
Victory Capital Management January 2002 - December 2004
Key Asset Management January 1992 - December 2001
Society/AmeriTrust January 1987 - December 1991
Standard Oil of Ohio (now BP Corporation) July 1976 - June 1987
Skills
Investments, Asset Managment, Investment Management, Due Diligence, Investment Strategies, Equities, Asset Management, Institutional..., Financial Services, Alternative Investments, Fixed Income, Finance, Mergers & Acquisitions, Portfolio Management, Asset Allocation, Hedge Funds, Investment Advisory, Investor Relations, Mutual Funds, Wealth Management, Capital Markets, Series 7, 401k, Securities, Series 63, ETFs, Valuation, Bloomberg, Private Equity
Education
John Carroll University 1981 — 1985
MBA, General Business and Finance
John Carroll University 1972 — 1976
BSBA, Accounting
Mark Newlin's Harris Investment Management Experience February 1994 - March 2003
Job Managing Director, Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2005 - Present
Earlham College Foundation January 2011 - Present
Harris Investment Management February 1994 - March 2003
Stein Roe & Farnham 1984 - 1994
Skills
Fixed Income, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Management, Asset Allocation
Education
Harvard Business School 1982 — 1984
MBA
Earlham College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Mesirow Financial March 2005 - Present
Earlham College Foundation January 2011 - Present
Harris Investment Management February 1994 - March 2003
Stein Roe & Farnham 1984 - 1994
Skills
Fixed Income, Portfolio Management, Investments, Asset Managment, Investment Management, Asset Management, Asset Allocation
Education
Harvard Business School 1982 — 1984
MBA
Earlham College 1976 — 1980
Bachelor of Arts (B.A.), Economics