Hatteras Funds
Industry: Company
DescriptionFounded: 2003 Subsidiaries: Hatteras Alternative Mutual Funds, LLC,
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Hatteras Funds Employees
Employee
Years
Job
Industry
Robert Schwab, CAIA Robert Schwab, CAIA's Hatteras Funds Experience September 2011 - June 2013
Job Financial Services
Industry Investment Management
Experience
Och-Ziff Capital Management November 2013 - Present
Hatteras Funds September 2011 - June 2013
Goldman Sachs May 2009 - August 2011
Putnam Investments January 2008 - February 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, CAIA
Education
College of the Holy Cross 2003 — 2007
BA, Political Science
Och-Ziff Capital Management November 2013 - Present
Hatteras Funds September 2011 - June 2013
Goldman Sachs May 2009 - August 2011
Putnam Investments January 2008 - February 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, CAIA
Education
College of the Holy Cross 2003 — 2007
BA, Political Science
Michael F. Lee, Jr., CAIA Michael F. Lee, Jr., CAIA's Hatteras Funds Experience 2015 - Present
Job Executive Director at Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds 2015 - Present
Direxion Investments 2014 - 2015
Hatteras Funds 2009 - 2014
Skills
Alternative Investments, Hedge Funds, Private Equity, RIAs, Family Offices
Education
Rider University
BS BA
Hatteras Funds 2015 - Present
Direxion Investments 2014 - 2015
Hatteras Funds 2009 - 2014
Skills
Alternative Investments, Hedge Funds, Private Equity, RIAs, Family Offices
Education
Rider University
BS BA
Jill Jensen, CIMA® Jill Jensen, CIMA®'s Hatteras Funds Experience January 2008 - August 2011
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Credit Suisse October 2011 - Present
Hatteras Funds January 2008 - August 2011
Morgan Stanley Investment Management May 2007 - February 2008
Merrill Lynch Investment Managers May 2000 - October 2006
WEBS - World Equity Benchmark Shares March 1999 - May 2000
Robertson Stephens & Company September 1995 - March 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding
Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing
Brian Cucinelli Brian Cucinelli's Hatteras Funds Experience May 2013 - August 2013
Job Analyst at New York Environmental Facilities Corporation
Industry Financial Services
Experience
New York Environmental Facilities Corporation June 2015 - Present
Susquehanna International Group, LLP (SIG) August 2014 - May 2015
Duke University August 2010 - May 2014
Hatteras Funds May 2013 - August 2013
Skills
Research, Statistics, Microsoft Office, Data Analysis, Higher Education, Social Media, PowerPoint, Matlab, Access, Teamwork, Trading, Portfolio Management, Investments
Education
Duke University 2010 — 2014
Economics
Duke University 2010 — 2014
Bachelor's degree, Economics
New York Environmental Facilities Corporation June 2015 - Present
Susquehanna International Group, LLP (SIG) August 2014 - May 2015
Duke University August 2010 - May 2014
Hatteras Funds May 2013 - August 2013
Skills
Research, Statistics, Microsoft Office, Data Analysis, Higher Education, Social Media, PowerPoint, Matlab, Access, Teamwork, Trading, Portfolio Management, Investments
Education
Duke University 2010 — 2014
Economics
Duke University 2010 — 2014
Bachelor's degree, Economics
Harrison Gillette Harrison Gillette's Hatteras Funds Experience July 2012 - August 2012
Job Student at Appalachian State University
Industry Financial Services
Experience
Hatteras Funds July 2012 - August 2012
CAPTRUST June 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Research, PowerPoint, Teamwork, Social Media, Marketing, Time Management, Data Entry, Leadership, Event Planning, Windows, Social Networking, Facebook
Education
Appalachian State University 2013 — 2017
Bachelor of Science (BS), Finance Banking & Risk Management Insurance
Hatteras Funds July 2012 - August 2012
CAPTRUST June 2012 - July 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Research, PowerPoint, Teamwork, Social Media, Marketing, Time Management, Data Entry, Leadership, Event Planning, Windows, Social Networking, Facebook
Education
Appalachian State University 2013 — 2017
Bachelor of Science (BS), Finance Banking & Risk Management Insurance
Chad Mitchell's Hatteras Funds Experience September 2014 - Present
Job Associate, Investment Analyst at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds September 2014 - Present
Orox Capital Management July 2013 - August 2014
Caprock Tax Advisors December 2012 - June 2013
Kellner Capital June 2012 - August 2012
Grand Bank November 2011 - January 2012
Skills
Credit, Financial Risk, Finance, Accounting, Microsoft Excel, Hedge Funds, Loans, Investments, Private Equity
Education
Belmont University 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Hatteras Funds September 2014 - Present
Orox Capital Management July 2013 - August 2014
Caprock Tax Advisors December 2012 - June 2013
Kellner Capital June 2012 - August 2012
Grand Bank November 2011 - January 2012
Skills
Credit, Financial Risk, Finance, Accounting, Microsoft Excel, Hedge Funds, Loans, Investments, Private Equity
Education
Belmont University 2009 — 2012
Bachelor of Business Administration (BBA), Finance
Steve Moss, CPA Steve Moss, CPA's Hatteras Funds Experience 2003 - Present
Job CPA | Gazelles Certified Business Coach | Tax Consultant | Independent Director | (919)5566216
Industry Accounting
Experience
Holden Moss Knott Clark & Copley, P.A. September 1975 - Present
Hatteras Funds 2003 - Present
NC State Board of CPA Examiners June 1983 - May 1989
Skills
Start-ups, Business Planning, Accounting, Management Consulting, Tax, Strategy, Strategic Planning, Tax Accounting, CPA, Investments, S Corporations, Portfolio Management, Alternative Investments, Financial Audits, Financial Modeling, Partnership Taxation, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Tax Research, Private Equity, Financial Reporting, Due Diligence, Business Valuation, Corporate Tax, Tax Preparation, Business Advisory, Income Tax, GAAP, CCH ProSystem fx, Financial Accounting
Education
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science, Business Administration, Accounting
Henderson High
Holden Moss Knott Clark & Copley, P.A. September 1975 - Present
Hatteras Funds 2003 - Present
NC State Board of CPA Examiners June 1983 - May 1989
Skills
Start-ups, Business Planning, Accounting, Management Consulting, Tax, Strategy, Strategic Planning, Tax Accounting, CPA, Investments, S Corporations, Portfolio Management, Alternative Investments, Financial Audits, Financial Modeling, Partnership Taxation, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Tax Research, Private Equity, Financial Reporting, Due Diligence, Business Valuation, Corporate Tax, Tax Preparation, Business Advisory, Income Tax, GAAP, CCH ProSystem fx, Financial Accounting
Education
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science, Business Administration, Accounting
Henderson High
Mike Fields Mike Fields's Hatteras Funds Experience September 2003 - Present
Job Chief Operating Officer, Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds September 2003 - Present
Arts Together 2010 - June 2013
Morgan Stanley January 1999 - July 2002
Skills
Alternative Investments, Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Mutual Funds, Fund Of Funds, Venture Capital, Due Diligence, Compliance, Product Development, Asset Managment, Asset Allocation, Securities, Portfolio Management, Investment Strategies, Finance, Fixed Income, Funding, Capital Markets, Investment Management, Equities, Financial Advisory
Education
University of Central Florida 1998 — 1999
MBA
University of Florida 1991 — 1995
BS
Leadership Raleigh Class 28
Hatteras Funds September 2003 - Present
Arts Together 2010 - June 2013
Morgan Stanley January 1999 - July 2002
Skills
Alternative Investments, Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Mutual Funds, Fund Of Funds, Venture Capital, Due Diligence, Compliance, Product Development, Asset Managment, Asset Allocation, Securities, Portfolio Management, Investment Strategies, Finance, Fixed Income, Funding, Capital Markets, Investment Management, Equities, Financial Advisory
Education
University of Central Florida 1998 — 1999
MBA
University of Florida 1991 — 1995
BS
Leadership Raleigh Class 28
Millissa Allen, CAIA Millissa Allen, CAIA's Hatteras Funds Experience January 2006 - September 2013
Job Director of Business Development, Americas at CAIA Association
Industry Financial Services
Experience
CAIA Association September 2013 - Present
Hatteras Funds January 2006 - September 2013
Skills
Hedge Funds, Series 7, Alternative Investments, Mutual Funds, Fund Of Funds, Investments, Private Equity, Asset Managment, Investment Management, Venture Capital, Portfolio Management, Securities, Due Diligence, Separately Managed..., Asset Allocation, Series 63, Equities, Managed Futures, Strategic Financial..., Financial Services
Education
University of Maryland College Park 1988 — 1991
BA, History
CAIA Association September 2013 - Present
Hatteras Funds January 2006 - September 2013
Skills
Hedge Funds, Series 7, Alternative Investments, Mutual Funds, Fund Of Funds, Investments, Private Equity, Asset Managment, Investment Management, Venture Capital, Portfolio Management, Securities, Due Diligence, Separately Managed..., Asset Allocation, Series 63, Equities, Managed Futures, Strategic Financial..., Financial Services
Education
University of Maryland College Park 1988 — 1991
BA, History
John Vaughan, JD, CAIA, CPWA's Hatteras Funds Experience 2010 - 2012
Job Northeast Regional Director, James Alpha Management
Industry Investment Management
Experience
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
Michael Viscusi Michael Viscusi's Hatteras Funds Experience November 2013 - November 2014
Job Senior Associate, Acquisitions at Mainstreet
Industry Investment Management
Experience
Giddy April 2012 - Present
Mainstreet May 2015 - September 2015
Mainstreet November 2014 - May 2015
Hatteras Funds November 2013 - November 2014
Hatteras Funds October 2011 - November 2013
Aspen Partners, Ltd. October 2009 - October 2011
Aspen Partners, Ltd. December 2007 - October 2009
Carolina Capital Markets May 2006 - August 2006
Skills
Managed Futures, Hedge Funds, Due Diligence, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Commodity, Investments, Private Equity, Asset Managment, Asset Management, Securities, Equities, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Fixed Income, Trading, Valuation, Equity Research, Start-ups, Financial Advisory, Investor Relations, General Awesomeness
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
St. Andrews Presbyterian College 2003 — 2007
B.A., Finance, cum laude
Giddy April 2012 - Present
Mainstreet May 2015 - September 2015
Mainstreet November 2014 - May 2015
Hatteras Funds November 2013 - November 2014
Hatteras Funds October 2011 - November 2013
Aspen Partners, Ltd. October 2009 - October 2011
Aspen Partners, Ltd. December 2007 - October 2009
Carolina Capital Markets May 2006 - August 2006
Skills
Managed Futures, Hedge Funds, Due Diligence, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Commodity, Investments, Private Equity, Asset Managment, Asset Management, Securities, Equities, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Fixed Income, Trading, Valuation, Equity Research, Start-ups, Financial Advisory, Investor Relations, General Awesomeness
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
St. Andrews Presbyterian College 2003 — 2007
B.A., Finance, cum laude
Raymond Coppedge Raymond Coppedge's Hatteras Funds Experience May 2011 - June 2012
Job Assurance Senior at EY
Industry Accounting
Experience
EY September 2013 - Present
Ernst & Young June 2012 - August 2012
Hatteras Funds May 2011 - June 2012
Make-A-Wish Foundation of Eastern North Carolina May 2010 - August 2010
Skills
Investments, Portfolio Management, Alternative Investments, Bloomberg, Microsoft Excel, Accounting, Access, Finance, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
Master of Accounting, Top 10% of graduating class
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Business Administration, Accounting, Highest Distinction
University of North Carolina at Chapel Hill
EY September 2013 - Present
Ernst & Young June 2012 - August 2012
Hatteras Funds May 2011 - June 2012
Make-A-Wish Foundation of Eastern North Carolina May 2010 - August 2010
Skills
Investments, Portfolio Management, Alternative Investments, Bloomberg, Microsoft Excel, Accounting, Access, Finance, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
Master of Accounting, Top 10% of graduating class
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Business Administration, Accounting, Highest Distinction
University of North Carolina at Chapel Hill
Andy Chica's Hatteras Funds Experience November 2007 - Present
Job CCO at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds November 2007 - Present
UMB Fund Services November 2004 - November 2007
U.S. Bancorp Fund Services April 2000 - November 2004
Skills
Hedge Funds, Mutual Funds, Securities, Fund Of Funds, Alternative Investments, Asset Management, SEC filings, Fund Administration, Risk Management, Private Equity
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Accounting
Hatteras Funds November 2007 - Present
UMB Fund Services November 2004 - November 2007
U.S. Bancorp Fund Services April 2000 - November 2004
Skills
Hedge Funds, Mutual Funds, Securities, Fund Of Funds, Alternative Investments, Asset Management, SEC filings, Fund Administration, Risk Management, Private Equity
Education
University of Notre Dame 1994 — 1998
Bachelor of Business Administration, Accounting
Brian Jacobs, CIMA's Hatteras Funds Experience January 2010 - February 2012
Job President at Direxion Investments
Industry Financial Services
Experience
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
Direxion Investments March 2014 - Present
Jacobs Strategic Consulting, LLC February 2012 - March 2014
Hatteras Funds January 2010 - February 2012
Baron Capital 2009 - 2009
Allianz Global Investors 2000 - 2008
Eaton Vance 1990 - 2000
Lexington Global Asset Managers 1988 - 1990
First Investors 1984 - 1988
Education
IMD Business School 2006 — 2007
Allianz Global Leadership Program
Harvard Law School Executive Program 2006 — 2006
University of Pennsylvania - The Wharton School 2004 — 2004
CIMA, Certified Investment Management Analyst
The George Washington University
CIMC, Certified Investment Management Consultant
Institute for Wealth Management 1997 — 1997
CMFC, Chartered Mutual Fund Counselor
Montclair State University
BA, Economics
David Wahlen David Wahlen's Hatteras Funds Experience July 2015 - Present
Job Associate, Business Development at Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds July 2015 - Present
Hatteras Funds January 2015 - July 2015
IMG April 2012 - December 2014
Octagon January 2011 - May 2012
Octagon April 2008 - January 2011
Octagon September 2006 - April 2008
PGA TOUR - Barclays Classic January 2005 - July 2006
Skills
Event Management, Sponsorship, Golf, Budgeting, Sports Marketing, Event Marketing, Sports, Experiential Marketing, Special Events, Event Planning, Entertainment, Media Relations, Sports Management, Strategic Partnerships, Integrated Marketing, Budget Management, Marketing Strategy, Account Management, Hospitality, New Media, Social Networking, Marketing Communications, Cause Marketing, Corporate Sponsorships, Brand Development, Brand Awareness, Client Services, Sponsorship Marketing, Digital Marketing, Action Sports, Event Execution, Sports Business, Partnership Marketing, Sponsorship Management, Social Media Monitoring, Relationship Marketing, Interactive Marketing, Building Relationships, Corporate Events, Corporate Hospitality, Marketing, Social Media
Education
Sacred Heart University 2002 — 2006
Bachelor of Science, Finance and Sport Management
The Morgan School 1998 — 2002
Diploma
Hatteras Funds July 2015 - Present
Hatteras Funds January 2015 - July 2015
IMG April 2012 - December 2014
Octagon January 2011 - May 2012
Octagon April 2008 - January 2011
Octagon September 2006 - April 2008
PGA TOUR - Barclays Classic January 2005 - July 2006
Skills
Event Management, Sponsorship, Golf, Budgeting, Sports Marketing, Event Marketing, Sports, Experiential Marketing, Special Events, Event Planning, Entertainment, Media Relations, Sports Management, Strategic Partnerships, Integrated Marketing, Budget Management, Marketing Strategy, Account Management, Hospitality, New Media, Social Networking, Marketing Communications, Cause Marketing, Corporate Sponsorships, Brand Development, Brand Awareness, Client Services, Sponsorship Marketing, Digital Marketing, Action Sports, Event Execution, Sports Business, Partnership Marketing, Sponsorship Management, Social Media Monitoring, Relationship Marketing, Interactive Marketing, Building Relationships, Corporate Events, Corporate Hospitality, Marketing, Social Media
Education
Sacred Heart University 2002 — 2006
Bachelor of Science, Finance and Sport Management
The Morgan School 1998 — 2002
Diploma
Jay Schmidt Jay Schmidt's Hatteras Funds Experience 2007 - 2009
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2009 - Present
Hatteras Funds 2007 - 2009
Mercantile Safe Deposit and Trust Company 2005 - 2007
Skills
Investments, Finance, Mutual Funds, Asset Management, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Securities
Education
University of Virginia 1983 — 1987
Bachelor's Degree, History
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Legg Mason May 2009 - Present
Hatteras Funds 2007 - 2009
Mercantile Safe Deposit and Trust Company 2005 - 2007
Skills
Investments, Finance, Mutual Funds, Asset Management, Hedge Funds, Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Securities
Education
University of Virginia 1983 — 1987
Bachelor's Degree, History
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Christian Gannon Christian Gannon's Hatteras Funds Experience February 2015 - Present
Job Investment Analyst at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds February 2015 - Present
Abbot Downing May 2012 - February 2015
US Trust May 2011 - August 2011
Archer Investment Management Raleigh, NC January 2011 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Risk Management, Financial Analysis, Financial Planning, Wealth Management..., Financial Modeling, Retirement Planning, Due Diligence, Alternative Investments
Education
Campbell University 2010 — 2012
Master of Business Administration (MBA)
Campbell University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Missiology
Hatteras Funds February 2015 - Present
Abbot Downing May 2012 - February 2015
US Trust May 2011 - August 2011
Archer Investment Management Raleigh, NC January 2011 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Risk Management, Financial Analysis, Financial Planning, Wealth Management..., Financial Modeling, Retirement Planning, Due Diligence, Alternative Investments
Education
Campbell University 2010 — 2012
Master of Business Administration (MBA)
Campbell University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Missiology
Casey Brunner Casey Brunner's Hatteras Funds Experience September 2011 - March 2015
Job Managing Director at The Rock Creek Group
Industry Investment Management
Experience
The Rock Creek Group April 2015 - Present
Hatteras Funds September 2011 - March 2015
Invesco Ltd. June 2010 - September 2011
Morgan Stanley Investment Management June 1999 - June 2010
Skills
Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Asset Allocation, Series 6, Series 65, FINRA Series 6
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Indiana University - Kelley School of Business 1994 — 1998
B.S., Finance
The Rock Creek Group April 2015 - Present
Hatteras Funds September 2011 - March 2015
Invesco Ltd. June 2010 - September 2011
Morgan Stanley Investment Management June 1999 - June 2010
Skills
Alternative Investments, Private Equity, Hedge Funds, Asset Management, Series 7, Asset Allocation, Series 6, Series 65, FINRA Series 6
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Indiana University - Kelley School of Business 1994 — 1998
B.S., Finance
Julie Knoll Julie Knoll's Hatteras Funds Experience February 2015 - Present
Job Regional Associate at Hatteras Funds
Industry Information Technology and Services
Experience
Hatteras Funds February 2015 - Present
Level 3 Communications August 2013 - January 2015
ASPE, Inc. September 2012 - August 2013
Windstream Communications January 2012 - September 2012
Remote Medical International March 2009 - January 2012
Skills
Management, Training, New Business Development, Sales, Strategic Planning, Account Management, Business Development, CRM, Business Planning, Strategy
Education
College of Charleston 2004 — 2008
Biology
Hatteras Funds February 2015 - Present
Level 3 Communications August 2013 - January 2015
ASPE, Inc. September 2012 - August 2013
Windstream Communications January 2012 - September 2012
Remote Medical International March 2009 - January 2012
Skills
Management, Training, New Business Development, Sales, Strategic Planning, Account Management, Business Development, CRM, Business Planning, Strategy
Education
College of Charleston 2004 — 2008
Biology
Greyson Katkaveck Greyson Katkaveck's Hatteras Funds Experience December 2012 - May 2013
Job Community Manager at Elite Management Professionals
Industry Real Estate
Experience
Elite Management Professionals June 2013 - Present
Hatteras Funds December 2012 - May 2013
Sullivan's Steakhouse November 2011 - December 2012
Blackboard Inc. May 2011 - November 2011
Sullivan's Steakhouse April 2010 - May 2011
Greater Raleigh Chamber of Commerce February 2010 - May 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Facebook, Customer Service, Event Planning, Microsoft Word, Marketing, Social Networking, Time Management
Education
North Carolina State University 2007 — 2011
B.S., Business Administration; Marketing
Elite Management Professionals June 2013 - Present
Hatteras Funds December 2012 - May 2013
Sullivan's Steakhouse November 2011 - December 2012
Blackboard Inc. May 2011 - November 2011
Sullivan's Steakhouse April 2010 - May 2011
Greater Raleigh Chamber of Commerce February 2010 - May 2011
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Facebook, Customer Service, Event Planning, Microsoft Word, Marketing, Social Networking, Time Management
Education
North Carolina State University 2007 — 2011
B.S., Business Administration; Marketing
Kelly Dahlheimer Kelly Dahlheimer's Hatteras Funds Experience January 2015 - Present
Job Marketing Analytics, Associate at Hatteras Funds
Industry Marketing and Advertising
Experience
Hatteras Funds January 2015 - Present
Audi Cape Fear January 2013 - December 2014
Volvo Trucks May 2014 - August 2014
Osher Lifelong Learning Institute January 2014 - April 2014
The AroundCampus Group May 2013 - July 2013
Allstate May 2008 - December 2012
Domino's Pizza May 2012 - September 2012
Skills
Customer Service, Time Management, Teamwork, Goal Oriented, Office Administration, Close Attention to..., Outbound Marketing, Customer Satisfaction, Communicative Skills, Organization, Self Motivated, Market Research, Sales, Leadership, Communication, Social Networking, Microsoft Excel, Social Media Marketing
Education
University of North Carolina at Wilmington 2010 — 2014
Double Major: Business Marketing and Communication Studies, Senior
Roehampton University 2012 — 2012
Communication and Media Studies, Foreign Exchange Student: One Term
Hatteras Funds January 2015 - Present
Audi Cape Fear January 2013 - December 2014
Volvo Trucks May 2014 - August 2014
Osher Lifelong Learning Institute January 2014 - April 2014
The AroundCampus Group May 2013 - July 2013
Allstate May 2008 - December 2012
Domino's Pizza May 2012 - September 2012
Skills
Customer Service, Time Management, Teamwork, Goal Oriented, Office Administration, Close Attention to..., Outbound Marketing, Customer Satisfaction, Communicative Skills, Organization, Self Motivated, Market Research, Sales, Leadership, Communication, Social Networking, Microsoft Excel, Social Media Marketing
Education
University of North Carolina at Wilmington 2010 — 2014
Double Major: Business Marketing and Communication Studies, Senior
Roehampton University 2012 — 2012
Communication and Media Studies, Foreign Exchange Student: One Term
Chris Minton's Hatteras Funds Experience July 2015 - Present
Job Regional Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds July 2015 - Present
Neuberger Berman September 2013 - July 2015
Touchstone Investments July 2008 - September 2013
Mutual of America December 2005 - July 2008
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments
Education
University of Kentucky 1999 — 2003
Business, Marketing
Hatteras Funds July 2015 - Present
Neuberger Berman September 2013 - July 2015
Touchstone Investments July 2008 - September 2013
Mutual of America December 2005 - July 2008
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Financial Advisory, Series 7, 401k, Retirement, Investment Advisory, Asset Allocation, Sales, Financial Services, Finance, Portfolio Management, Investments
Education
University of Kentucky 1999 — 2003
Business, Marketing
Candace Watts Candace Watts's Hatteras Funds Experience April 2014 - December 2014
Job AVP/Client Operations at Credit Suisse
Industry Banking
Experience
Credit Suisse December 2014 - Present
Hatteras Funds April 2014 - December 2014
First Citizens Bank September 2011 - April 2014
First Citizens Bank October 2009 - September 2011
Whirlpool Corporation April 2008 - October 2009
ParkTrust Development - Marymont Springs April 2007 - March 2008
Centex Homes August 2006 - April 2007
Skills
PowerPoint, Marketing, Outlook, Leadership, Sales, Microsoft Word, Salesforce.com, Microsoft Excel, Management, Sales Operations, Financial Analysis, Sales Management, Customer Service, Microsoft Office, Business Planning, Banking, Customer Satisfaction, Account Management, Time Management, Training
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Arts (B.A.), Marketing
Credit Suisse December 2014 - Present
Hatteras Funds April 2014 - December 2014
First Citizens Bank September 2011 - April 2014
First Citizens Bank October 2009 - September 2011
Whirlpool Corporation April 2008 - October 2009
ParkTrust Development - Marymont Springs April 2007 - March 2008
Centex Homes August 2006 - April 2007
Skills
PowerPoint, Marketing, Outlook, Leadership, Sales, Microsoft Word, Salesforce.com, Microsoft Excel, Management, Sales Operations, Financial Analysis, Sales Management, Customer Service, Microsoft Office, Business Planning, Banking, Customer Satisfaction, Account Management, Time Management, Training
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Arts (B.A.), Marketing
Greg Valentine's Hatteras Funds Experience August 2008 - December 2009
Job Vice President at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo March 2013 - Present
Wells Fargo January 2010 - February 2013
Hatteras Funds August 2008 - December 2009
SEEGRID Corporation October 2003 - July 2008
Croft-Leominster June 2001 - September 2003
UBS PaineWebber June 2000 - August 2000
Skills
Mergers, Venture Capital, Investments, Investment Banking, Capital Markets
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Washington and Lee University 1997 — 2001
BS
Wells Fargo March 2013 - Present
Wells Fargo January 2010 - February 2013
Hatteras Funds August 2008 - December 2009
SEEGRID Corporation October 2003 - July 2008
Croft-Leominster June 2001 - September 2003
UBS PaineWebber June 2000 - August 2000
Skills
Mergers, Venture Capital, Investments, Investment Banking, Capital Markets
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Washington and Lee University 1997 — 2001
BS
J. Aisha Blaize's Hatteras Funds Experience November 2014 - May 2015
Job Associate, Executive Coordinator at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds November 2014 - May 2015
INC Research February 2014 - November 2014
Sigma Xi, The Scientific Research Society May 2013 - February 2014
Horace Mann January 2012 - December 2012
GF Management Company LLC August 2007 - September 2010
University of North Carolina at Chapel Hill September 2005 - August 2007
Wachovia Mortgage Corporation February 2005 - September 2005
Skills
Writing, Problem Solving, Event Planning, Microsoft Office, Word, PowerPoint, Excel, Administration, Outlook, Event Management, Budgeting, Spanish, Program Management, Multitasker, Customer Service, Budgets, Microsoft Word, Microsoft Excel, Data Analysis, Policy, Project Planning, Project Management, Fundraising, Nonprofits, Public Speaking, Social Networking, Public Relations, Social Media, Team Building, Strategic Planning, Leadership Development
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Arts, Spanish
The Autonomous University of Guadalajara 2004 — 2004
The University of San Francisco de Quito 2003 — 2003
Hatteras Funds November 2014 - May 2015
INC Research February 2014 - November 2014
Sigma Xi, The Scientific Research Society May 2013 - February 2014
Horace Mann January 2012 - December 2012
GF Management Company LLC August 2007 - September 2010
University of North Carolina at Chapel Hill September 2005 - August 2007
Wachovia Mortgage Corporation February 2005 - September 2005
Skills
Writing, Problem Solving, Event Planning, Microsoft Office, Word, PowerPoint, Excel, Administration, Outlook, Event Management, Budgeting, Spanish, Program Management, Multitasker, Customer Service, Budgets, Microsoft Word, Microsoft Excel, Data Analysis, Policy, Project Planning, Project Management, Fundraising, Nonprofits, Public Speaking, Social Networking, Public Relations, Social Media, Team Building, Strategic Planning, Leadership Development
Education
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Arts, Spanish
The Autonomous University of Guadalajara 2004 — 2004
The University of San Francisco de Quito 2003 — 2003
Leigh Ann Rotz Leigh Ann Rotz's Hatteras Funds Experience June 2010 - August 2013
Job Relationship Manager, PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2015 - Present
PNC Wealth Management August 2013 - July 2015
Hatteras Funds June 2010 - August 2013
Bank of America September 2008 - April 2009
US Trust, Bank of America Private Wealth Management August 2001 - August 2008
Skills
Series 7, Series 66, Series 63
Education
La Salle University - School of Business Administration 2005 — 2007
MBA, Finance/Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business
PNC Wealth Management July 2015 - Present
PNC Wealth Management August 2013 - July 2015
Hatteras Funds June 2010 - August 2013
Bank of America September 2008 - April 2009
US Trust, Bank of America Private Wealth Management August 2001 - August 2008
Skills
Series 7, Series 66, Series 63
Education
La Salle University - School of Business Administration 2005 — 2007
MBA, Finance/Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA, Business
Nicole Parker, CAIA's Hatteras Funds Experience 2004 - August 2014
Job Vice President, Alternative Investments at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs Asset Management August 2014 - Present
Hatteras Funds 2004 - August 2014
CAPTRUST 2001 - 2004
Thornburg Investment Management 1998 - 2000
State Street 1996 - 1998
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing
Goldman Sachs Asset Management August 2014 - Present
Hatteras Funds 2004 - August 2014
CAPTRUST 2001 - 2004
Thornburg Investment Management 1998 - 2000
State Street 1996 - 1998
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, New Business Development, Fund Of Funds, Hedge Funds, Private Equity, Investor Relations, Securities, Equities, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Financial Advisory
Education
Boston College - Carroll School of Management
Bachelor of Science (BS), Finance and Marketing
Bryan Goligoski's Hatteras Funds Experience January 2015 - Present
Job Client Portfolio Manager Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds January 2015 - Present
Mercer Advisors September 2013 - December 2014
Nuveen Santa Barbara Asset Management June 2007 - February 2013
Nuveen Santa Barbara Asset Management 2005 - 2007
Mikles/Miller - Kodiak Capital, LLC 2004 - 2004
Chatwood Capital, LLC 1999 - 2004
Strome Investment Management, LLC 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Equities, Equity Research, Fixed Income, Venture Capital, Asset Management, Investments, Investment Strategies, Investment Management, Wealth Management, Capital Markets, Bloomberg, FactSet
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government & Business Administration
Hatteras Funds January 2015 - Present
Mercer Advisors September 2013 - December 2014
Nuveen Santa Barbara Asset Management June 2007 - February 2013
Nuveen Santa Barbara Asset Management 2005 - 2007
Mikles/Miller - Kodiak Capital, LLC 2004 - 2004
Chatwood Capital, LLC 1999 - 2004
Strome Investment Management, LLC 1996 - 2001
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Equities, Equity Research, Fixed Income, Venture Capital, Asset Management, Investments, Investment Strategies, Investment Management, Wealth Management, Capital Markets, Bloomberg, FactSet
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science and Government & Business Administration
Dario Craddock's Hatteras Funds Experience December 2007 - August 2013
Job Craddock & Co.
Industry Investment Management
Experience
Craddock & Co. January 2014 - Present
Hatteras Funds December 2007 - August 2013
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Mutual Funds, Asset Allocation, Series 7, Asset Management, Portfolio Management, Investment Management, Fixed Income, Equities, Investment Advisory, Separately Managed..., Investment Strategies
Education
Le Rosey 1989 — 1991
Aiglon College 1985 — 1989
University of North Carolina at Chapel Hill
B.A. Economics and Romance Languages, Economics
Craddock & Co. January 2014 - Present
Hatteras Funds December 2007 - August 2013
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Mutual Funds, Asset Allocation, Series 7, Asset Management, Portfolio Management, Investment Management, Fixed Income, Equities, Investment Advisory, Separately Managed..., Investment Strategies
Education
Le Rosey 1989 — 1991
Aiglon College 1985 — 1989
University of North Carolina at Chapel Hill
B.A. Economics and Romance Languages, Economics
Jason Gossett's Hatteras Funds Experience January 2010 - June 2015
Job Compliance Officer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Hatteras Funds January 2010 - June 2015
Edward Jones January 2008 - January 2010
Bank of America May 2005 - January 2008
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Business Management concentration in Finance
Credit Suisse July 2015 - Present
Hatteras Funds January 2010 - June 2015
Edward Jones January 2008 - January 2010
Bank of America May 2005 - January 2008
Education
North Carolina State University 2000 — 2004
Bachelor of Science, Business Management concentration in Finance
Matthew Brancato, AAMS ®'s Hatteras Funds Experience August 2014 - Present
Job Executive Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds August 2014 - Present
Hatteras Funds April 2014 - August 2014
Hatteras Funds May 2013 - April 2014
Mirae Asset Global Investments (USA) LLC October 2010 - January 2013
Legg Mason August 2007 - November 2010
Legg Mason May 2005 - August 2007
Citi November 2004 - May 2005
Ameriprise Financial Services, Inc. 2004 - 2004
Skills
Mutual Funds, Separately Managed..., Series 7, Alternative Investments, ETFs, Series 63, Investments, Asset Managment, Hedge Funds, Equities, Series 6, Wealth Management, Retirement, Relationship Management, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Connecticut
Bachelor of Science, Business and Technology, Magna Cum Laude
Hatteras Funds August 2014 - Present
Hatteras Funds April 2014 - August 2014
Hatteras Funds May 2013 - April 2014
Mirae Asset Global Investments (USA) LLC October 2010 - January 2013
Legg Mason August 2007 - November 2010
Legg Mason May 2005 - August 2007
Citi November 2004 - May 2005
Ameriprise Financial Services, Inc. 2004 - 2004
Skills
Mutual Funds, Separately Managed..., Series 7, Alternative Investments, ETFs, Series 63, Investments, Asset Managment, Hedge Funds, Equities, Series 6, Wealth Management, Retirement, Relationship Management, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Connecticut
Bachelor of Science, Business and Technology, Magna Cum Laude
Andrew Zimmerman, CFP®'s Hatteras Funds Experience February 2015 - Present
Job Director of Business Intelligence at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds February 2015 - Present
Hatteras Funds May 2012 - January 2015
Hatteras Funds September 2010 - May 2012
Hatteras Funds March 2009 - September 2010
Legacy Wealth Strategies June 2005 - March 2009
Pulte Homes, Inc 2004 - 2004
Bank of Granite Corporation May 2003 - December 2003
Skills
Investments, Portfolio Management, Alternative Investments, Strategic Financial..., Series 7, Asset Allocation, Mutual Funds, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Equities, Fund Of Funds, Private Equity, Investment Advisory, Securities, Retirement Planning, Fixed Income, Financial Services, Financial Analysis, Due Diligence, Asset Management, Finance, Financial Planning
Education
North Carolina State University 2001 — 2005
BS, Business with a Focus in Finance
Duke University 2007 — 2008
Executive Certificate, Financial Planning
East Burke High School 1997 — 2001
Diploma, Regular/General High School/Secondary Diploma Program
Hatteras Funds February 2015 - Present
Hatteras Funds May 2012 - January 2015
Hatteras Funds September 2010 - May 2012
Hatteras Funds March 2009 - September 2010
Legacy Wealth Strategies June 2005 - March 2009
Pulte Homes, Inc 2004 - 2004
Bank of Granite Corporation May 2003 - December 2003
Skills
Investments, Portfolio Management, Alternative Investments, Strategic Financial..., Series 7, Asset Allocation, Mutual Funds, Asset Managment, Investment Strategies, Hedge Funds, Wealth Management, Investment Management, Equities, Fund Of Funds, Private Equity, Investment Advisory, Securities, Retirement Planning, Fixed Income, Financial Services, Financial Analysis, Due Diligence, Asset Management, Finance, Financial Planning
Education
North Carolina State University 2001 — 2005
BS, Business with a Focus in Finance
Duke University 2007 — 2008
Executive Certificate, Financial Planning
East Burke High School 1997 — 2001
Diploma, Regular/General High School/Secondary Diploma Program
Derek Aherne's Hatteras Funds Experience May 2010 - August 2010
Job Industrials Analyst at CFRA
Industry Financial Services
Experience
CFRA Research December 2012 - Present
Primatics Financial December 2011 - December 2012
Hatteras Funds May 2010 - August 2010
Cambridge Associates March 2006 - June 2009
Atlanta Braves May 2005 - October 2005
Fidelity Investments May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Asset Managment, Alternative Investments, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Wake Forest University 2001 — 2005
Bachelor of Science, Major: Business; Minor: International Studies
CFRA Research December 2012 - Present
Primatics Financial December 2011 - December 2012
Hatteras Funds May 2010 - August 2010
Cambridge Associates March 2006 - June 2009
Atlanta Braves May 2005 - October 2005
Fidelity Investments May 2004 - August 2004
Skills
Financial Modeling, Corporate Finance, Valuation, Fixed Income, Investments, Financial Analysis, Bloomberg, Due Diligence, Portfolio Management, Asset Managment, Alternative Investments, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Wake Forest University 2001 — 2005
Bachelor of Science, Major: Business; Minor: International Studies
Nicole Martin's Hatteras Funds Experience May 2014 - Present
Job Associate, Office Manager Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds May 2014 - Present
Adam Bryce, LLC May 2013 - May 2014
Jack and Jill of America, Inc. 2013 - 2014
Jack and Jill of America, Inc. 2013 - 2014
Jack and Jill of America, Inc. January 2013 - July 2013
Wells Fargo January 2009 - May 2013
Jack and Jill of America, Inc. 2013 - 2013
Jack and Jill of America, Inc. 2013 - 2013
Wachovia Bank - A Wells Fargo Company November 2005 - December 2008
Wachovia Bank (First Union Bank) 2002 - October 2005
Skills
Recruiting, Onboarding, Banking, Staffing Coordination, Schedules, Event Planning, Research, Human Resources, Phone Screening, Policy, Sales, Interviews, Staff Development, Strategy, Community Outreach, New Hire Orientations, Nonprofits, Organizational..., Public Speaking
Education
North Carolina Agricultural and Technical State University 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Hatteras Funds May 2014 - Present
Adam Bryce, LLC May 2013 - May 2014
Jack and Jill of America, Inc. 2013 - 2014
Jack and Jill of America, Inc. 2013 - 2014
Jack and Jill of America, Inc. January 2013 - July 2013
Wells Fargo January 2009 - May 2013
Jack and Jill of America, Inc. 2013 - 2013
Jack and Jill of America, Inc. 2013 - 2013
Wachovia Bank - A Wells Fargo Company November 2005 - December 2008
Wachovia Bank (First Union Bank) 2002 - October 2005
Skills
Recruiting, Onboarding, Banking, Staffing Coordination, Schedules, Event Planning, Research, Human Resources, Phone Screening, Policy, Sales, Interviews, Staff Development, Strategy, Community Outreach, New Hire Orientations, Nonprofits, Organizational..., Public Speaking
Education
North Carolina Agricultural and Technical State University 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Grover Cable's Hatteras Funds Experience December 2014 - Present
Job Risk Manager at Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds December 2014 - Present
Franklin Street Partners February 2002 - November 2014
Goldman Sachs Asset Management January 2000 - November 2001
Valley National Bank 1989 - 1992
Valley National Bank 1989 - 1992
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Capital Markets, Financial Risk, Due Diligence, Fixed Income, Risk Management, Investments, Asset Allocation, Asset Management, Quantitative Analytics, Portfolio Management, Bloomberg, Asset Managment
Education
University of Utah 1981 — 1985
MS, Math
University of North Carolina at Asheville
BS, math
Hatteras Funds December 2014 - Present
Franklin Street Partners February 2002 - November 2014
Goldman Sachs Asset Management January 2000 - November 2001
Valley National Bank 1989 - 1992
Valley National Bank 1989 - 1992
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Citicorp Homeowners Inc 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Capital Markets, Financial Risk, Due Diligence, Fixed Income, Risk Management, Investments, Asset Allocation, Asset Management, Quantitative Analytics, Portfolio Management, Bloomberg, Asset Managment
Education
University of Utah 1981 — 1985
MS, Math
University of North Carolina at Asheville
BS, math
Josh Parrott's Hatteras Funds Experience March 2004 - July 2014
Job Director, Portfolio Management
Industry Investment Management
Experience
AQR Capital Management July 2014 - Present
Hatteras Funds March 2004 - July 2014
Morgan Stanley Dean Witter 1999 - 2003
Bear Stearns 1998 - 1998
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Allocation, Asset Managment, Private Equity, Series 7, Portfolio Management, Investments, Investment Strategies, Investor Relations, Investment Management, Due Diligence, Finance, Investment Advisory
Education
University of Vermont 1993 — 1997
BS, Environmental Studies
School for International Training 1995 — 1995
AQR Capital Management July 2014 - Present
Hatteras Funds March 2004 - July 2014
Morgan Stanley Dean Witter 1999 - 2003
Bear Stearns 1998 - 1998
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Allocation, Asset Managment, Private Equity, Series 7, Portfolio Management, Investments, Investment Strategies, Investor Relations, Investment Management, Due Diligence, Finance, Investment Advisory
Education
University of Vermont 1993 — 1997
BS, Environmental Studies
School for International Training 1995 — 1995
Mason Billock, CFP®, CAIA's Hatteras Funds Experience October 2013 - Present
Job Executive Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds October 2013 - Present
Arrow Funds June 2008 - October 2013
Principal Financial Group October 2004 - July 2007
Principal Financial Group October 2004 - October 2005
Skills
Investments, Funding, Alternative Investments, Series 7, Mutual Funds, ETFs, Managed Futures, Commodity Markets, Securities, Asset Management, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Strategic Financial..., Fixed Income, Investment Strategies, Investment Management, Equities, Investment Advisory, Hedge Funds, Derivatives, Capital Markets
Education
Ohio University 1998 — 2002
BS, Finance
Hatteras Funds October 2013 - Present
Arrow Funds June 2008 - October 2013
Principal Financial Group October 2004 - July 2007
Principal Financial Group October 2004 - October 2005
Skills
Investments, Funding, Alternative Investments, Series 7, Mutual Funds, ETFs, Managed Futures, Commodity Markets, Securities, Asset Management, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Strategic Financial..., Fixed Income, Investment Strategies, Investment Management, Equities, Investment Advisory, Hedge Funds, Derivatives, Capital Markets
Education
Ohio University 1998 — 2002
BS, Finance
Regina McCrorie's Hatteras Funds Experience January 2014 - Present
Job Senior Associate, Compliance and Fund Administration at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds January 2014 - Present
Celtic Fields, Inc. November 2008 - December 2013
Smith Breeden Associates March 1999 - November 2008
Smith Breeden Associates June 1993 - March 1998
Smith Breeden Associates July 1992 - June 1993
Chase Manhattan Bank July 1990 - July 1992
Skills
Fixed Income, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Investments, Derivatives, Financial Modeling, Alternative Investments, Financial Analysis, Mutual Funds, Investment Management, Capital Markets, Corporate Finance, Trading
Education
Fordham University
BS, Busines: Finance/Economics
Hatteras Funds January 2014 - Present
Celtic Fields, Inc. November 2008 - December 2013
Smith Breeden Associates March 1999 - November 2008
Smith Breeden Associates June 1993 - March 1998
Smith Breeden Associates July 1992 - June 1993
Chase Manhattan Bank July 1990 - July 1992
Skills
Fixed Income, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Investments, Derivatives, Financial Modeling, Alternative Investments, Financial Analysis, Mutual Funds, Investment Management, Capital Markets, Corporate Finance, Trading
Education
Fordham University
BS, Busines: Finance/Economics
Christopher Hunter, CAIA's Hatteras Funds Experience April 2007 - November 2011
Job Vice President Alternative Investments at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
The Blackstone Group November 2011 - October 2014
Hatteras Funds April 2007 - November 2011
Skills
Mutual Funds, Private Equity, Relationship Management, Series 7, Alternative Investments, Investments, Hedge Funds, Asset Allocation, Fund Of Funds, Investment Strategies, Financial Advisory, Investment Management, Wealth Management
Education
University of North Carolina at Chapel Hill
BA, Economics
Goldman Sachs October 2014 - Present
The Blackstone Group November 2011 - October 2014
Hatteras Funds April 2007 - November 2011
Skills
Mutual Funds, Private Equity, Relationship Management, Series 7, Alternative Investments, Investments, Hedge Funds, Asset Allocation, Fund Of Funds, Investment Strategies, Financial Advisory, Investment Management, Wealth Management
Education
University of North Carolina at Chapel Hill
BA, Economics
Nicholas Procaccini's Hatteras Funds Experience September 2009 - April 2010
Job Associate at 137 Ventures
Industry Venture Capital & Private Equity
Experience
137 Ventures August 2014 - Present
137 Ventures May 2014 - August 2014
UNC Management Company January 2014 - May 2014
UNC Management Company June 2011 - December 2013
LCG Associates June 2010 - June 2011
Hatteras Funds September 2009 - April 2010
Skills
Investments, Financial Analysis, Microsoft Office, Bloomberg, Microsoft Excel, Asset Allocation, Portfolio Management, Due Diligence, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BS, Business Administration
137 Ventures August 2014 - Present
137 Ventures May 2014 - August 2014
UNC Management Company January 2014 - May 2014
UNC Management Company June 2011 - December 2013
LCG Associates June 2010 - June 2011
Hatteras Funds September 2009 - April 2010
Skills
Investments, Financial Analysis, Microsoft Office, Bloomberg, Microsoft Excel, Asset Allocation, Portfolio Management, Due Diligence, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BS, Business Administration
Peter Gorman's Hatteras Funds Experience March 2008 - January 2010
Job Senior Vice President SSARIS Advisors LLC
Industry Investment Management
Experience
SSARIS Advisors, LLC 2011 - Present
IndexIQ 2010 - 2011
Hatteras Funds March 2008 - January 2010
Robeco March 2005 - March 2008
Simms Capital Management 1994 - 2004
Skills
Alternative Investments, Product Development, Sales Management, Risk Management, Mergers & Acquisitions, Trading, Investor Relations, Series 24, Capital Markets, Bonds, Equity Research, ETFs, Series 63, Financial Markets, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, Finance and Marketing
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (B.A.), History
SSARIS Advisors, LLC 2011 - Present
IndexIQ 2010 - 2011
Hatteras Funds March 2008 - January 2010
Robeco March 2005 - March 2008
Simms Capital Management 1994 - 2004
Skills
Alternative Investments, Product Development, Sales Management, Risk Management, Mergers & Acquisitions, Trading, Investor Relations, Series 24, Capital Markets, Bonds, Equity Research, ETFs, Series 63, Financial Markets, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, Finance and Marketing
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (B.A.), History
Brooks Honeycutt's Hatteras Funds Experience 2007 - 2010
Job Regional Director at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management, L.P. August 2010 - Present
Hatteras Funds 2007 - 2010
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Closed-end Funds, ETFs, Asset Management, Asset Allocation, Portfolio Management, Equities, Strategy, Series 7, Investment Strategies, Fixed Income, Series 63
Education
University of North Carolina at Wilmington
Highland Capital Management, L.P. August 2010 - Present
Hatteras Funds 2007 - 2010
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Closed-end Funds, ETFs, Asset Management, Asset Allocation, Portfolio Management, Equities, Strategy, Series 7, Investment Strategies, Fixed Income, Series 63
Education
University of North Carolina at Wilmington
Thomas R. Atkins, II's Hatteras Funds Experience February 2015 - July 2015
Job Co Owner, General Manager at Eastern Containers
Industry Transportation/Trucking/Railroad
Experience
Eastern Containers September 2015 - Present
R.E.C. July 2015 - Present
Hatteras Funds February 2015 - July 2015
Wells Fargo March 2013 - February 2015
Nationwide Financial May 2012 - March 2013
Edward Jones July 2011 - December 2011
Red Bull September 2009 - July 2011
Waste Industries August 2006 - July 2009
Pasco Concrete Construction June 2004 - August 2006
Skills
Investments, Financial Analysis, Strategic Financial..., Insurance, Portfolio Management, Customer Service, Banking, Retirement Planning, Budget, Life Insurance, Asset Managment, Account Management, Strategic Planning, Operations Management, Sales Management, Accounts Receivable, Accounts Payable, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor’s Degree, Double Major: Political Science; Communication Studies
Eastern Containers September 2015 - Present
R.E.C. July 2015 - Present
Hatteras Funds February 2015 - July 2015
Wells Fargo March 2013 - February 2015
Nationwide Financial May 2012 - March 2013
Edward Jones July 2011 - December 2011
Red Bull September 2009 - July 2011
Waste Industries August 2006 - July 2009
Pasco Concrete Construction June 2004 - August 2006
Skills
Investments, Financial Analysis, Strategic Financial..., Insurance, Portfolio Management, Customer Service, Banking, Retirement Planning, Budget, Life Insurance, Asset Managment, Account Management, Strategic Planning, Operations Management, Sales Management, Accounts Receivable, Accounts Payable, Microsoft Excel
Education
University of North Carolina at Chapel Hill 1998 — 2003
Bachelor’s Degree, Double Major: Political Science; Communication Studies
Russell Kairouz's Hatteras Funds Experience January 2015 - Present
Job Vice President, Regional Director External Wholesaler
Industry Investment Banking
Experience
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
Cody Weik's Hatteras Funds Experience April 2015 - Present
Job Regional Associate for Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds April 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - March 2015
Clough Harbour & Associates June 2013 - August 2013
Union College August 2012 - March 2013
Cintas Corporation January 2012 - July 2012
ADP September 2011 - January 2012
University Directories May 2011 - November 2011
IndianaUniversity May 2008 - June 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Social Media, Data Analysis, Research, Sales, Management, Public Speaking
Education
Union Graduate College 2012 — 2014
Master of Business Administration (MBA), Finance, Current GPA 3.7
Indiana University Bloomington 2007 — 2011
Bachelors Degree, Management
Hatteras Funds April 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company August 2013 - March 2015
Clough Harbour & Associates June 2013 - August 2013
Union College August 2012 - March 2013
Cintas Corporation January 2012 - July 2012
ADP September 2011 - January 2012
University Directories May 2011 - November 2011
IndianaUniversity May 2008 - June 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Coaching, Social Media, Data Analysis, Research, Sales, Management, Public Speaking
Education
Union Graduate College 2012 — 2014
Master of Business Administration (MBA), Finance, Current GPA 3.7
Indiana University Bloomington 2007 — 2011
Bachelors Degree, Management
Michael Terilli's Hatteras Funds Experience May 2014 - Present
Job Vice President, Regional Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds May 2014 - Present
PIMCO January 2011 - May 2014
Keystone Trading Group June 2009 - August 2011
Morgan Stanley Smith Barney November 2007 - July 2009
Skills
Equities, Hedge Funds, Series 7, Trading, Finance, Mutual Funds, Series 63, Securities, Portfolio Management, Investments, Fixed Income, Alternative Investments, FINRA, Investment Strategies, Equity Trading, Capital Markets, Asset Management, Risk Management, Asset Allocation
Education
Fairfield University 2001 — 2005
BA Communications, Communications
Hatteras Funds May 2014 - Present
PIMCO January 2011 - May 2014
Keystone Trading Group June 2009 - August 2011
Morgan Stanley Smith Barney November 2007 - July 2009
Skills
Equities, Hedge Funds, Series 7, Trading, Finance, Mutual Funds, Series 63, Securities, Portfolio Management, Investments, Fixed Income, Alternative Investments, FINRA, Investment Strategies, Equity Trading, Capital Markets, Asset Management, Risk Management, Asset Allocation
Education
Fairfield University 2001 — 2005
BA Communications, Communications
Joseph Troy, CAIA's Hatteras Funds Experience December 2014 - Present
Job Executive Director Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Hatteras Funds December 2014 - Present
Mesirow Financial March 2011 - October 2014
UBP Asset Management 2007 - 2010
UBS Wealth Management 2005 - 2007
Prudential Securities 2000 - 2004
Morgan Stanley 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Asset Managment, Fund Of Funds, Equities, Bloomberg, Investment Management, Structured Products, Capital Markets, Derivatives, Investments, Valuation, Financial Modeling, Series 7, Private Equity, Investor Relations, Wealth Management, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Maryland College Park 1988 — 1992
BS, Economics & Political Science
Lauren Wieczorek, M.Ed's Hatteras Funds Experience May 2010 - August 2010
Job English Instructor at Williamson County Schools
Industry Higher Education
Experience
Williamson County Schools May 2014 - Present
Freelance tutor November 2012 - Present
A Novel Idea February 2013 - November 2013
Institute of Reading Development May 2012 - August 2012
CAPTRUST Advisors April 2011 - August 2011
Hatteras Funds May 2010 - August 2010
Skills
Writing, French, Teaching, English, Microsoft Office, PowerPoint, Social Media, Critical Thinking, Literary Criticism, Tutoring, Creative Writing, Copy Editing, Research, Blogging, Secondary Education, Google Docs, Literature
Education
Vanderbilt University 2012 — 2014
Master of Education (M.Ed.), Secondary Education in English/ Licensure
Wake Forest University 2008 — 2012
BA, English
Boston University 2011 — 2011
French
Ravenscroft School 2004 — 2008
Williamson County Schools May 2014 - Present
Freelance tutor November 2012 - Present
A Novel Idea February 2013 - November 2013
Institute of Reading Development May 2012 - August 2012
CAPTRUST Advisors April 2011 - August 2011
Hatteras Funds May 2010 - August 2010
Skills
Writing, French, Teaching, English, Microsoft Office, PowerPoint, Social Media, Critical Thinking, Literary Criticism, Tutoring, Creative Writing, Copy Editing, Research, Blogging, Secondary Education, Google Docs, Literature
Education
Vanderbilt University 2012 — 2014
Master of Education (M.Ed.), Secondary Education in English/ Licensure
Wake Forest University 2008 — 2012
BA, English
Boston University 2011 — 2011
French
Ravenscroft School 2004 — 2008
Daryl G. Regenauer's Hatteras Funds Experience December 2009 - August 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Bryan Lloyd's Hatteras Funds Experience April 2014 - Present
Job Associate, Portfolio Management at Hatteras Funds
Industry Investment Management
Experience
Hatteras Funds April 2014 - Present
The University of North Carolina June 2011 - August 2013
Skills
Mathematica, Matlab, Visual Basic, Microsoft Excel, LaTeX, Simulations, Partial Differential..., Research, Statistics, Data Analysis, Mathematical Modeling, Programming, Numerical Analysis, Statistical Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Science (BS), Mathematics
Hatteras Funds April 2014 - Present
The University of North Carolina June 2011 - August 2013
Skills
Mathematica, Matlab, Visual Basic, Microsoft Excel, LaTeX, Simulations, Partial Differential..., Research, Statistics, Data Analysis, Mathematical Modeling, Programming, Numerical Analysis, Statistical Modeling
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Science (BS), Mathematics
Jack Estes's Hatteras Funds Experience November 2011 - July 2013
Job
Industry Financial Services
Experience
Estes and Co. August 2013 - Present
Hatteras Funds November 2011 - July 2013
Cadogan Management LLC February 2005 - October 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Economics
Estes and Co. August 2013 - Present
Hatteras Funds November 2011 - July 2013
Cadogan Management LLC February 2005 - October 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY