Hewitt EnnisKnupp
Description
Address: 10 S Riverside Plaza # 1600, Chicago, IL 60606 Phone: (312) 258-0430: : Category: : Place name: Hours: : : Website: : Category: Insurance agency 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 Ennis Knupp & Associates Posting publicly on the Web Write a review Reviews Be the first to review
Hewitt EnnisKnupp List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Hewitt EnnisKnupp. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Hewitt EnnisKnupp Employees
Employee
Years
Job
Industry
Mark Vorhees,CFA, CAIA Mark Vorhees,CFA, CAIA's Hewitt EnnisKnupp Experience June 1999 - July 2013
Job Happily Retired, unless something compelling comes along
Industry Investment Management
Experience
Cooking School January 2014 - Present
Hewitt EnnisKnupp June 1999 - July 2013
Aon Investment Consulting June 2001 - October 2010
Performance Analytics 1997 - 1999
ADP 1995 - 1997
Education
Principia College
BA, Economics & Business
Sylvania HS
University of Detroit Mercy
MBA, Finance & Economics
Cooking School January 2014 - Present
Hewitt EnnisKnupp June 1999 - July 2013
Aon Investment Consulting June 2001 - October 2010
Performance Analytics 1997 - 1999
ADP 1995 - 1997
Education
Principia College
BA, Economics & Business
Sylvania HS
University of Detroit Mercy
MBA, Finance & Economics
C. Shane Schurter C. Shane Schurter's Hewitt EnnisKnupp Experience March 2006 - Present
Job Investment Consultant & Researcher
Industry Financial Services
Experience
Hewitt EnnisKnupp March 2006 - Present
Rotary International August 2004 - March 2006
Central States Pension and Health & Welfare Funds May 2000 - August 2004
Skills
Investments, Asset Allocation, Asset Management, Finance, Investment Strategies, Portfolio Management, Equity Research, Asset Managment, Analysis, Options, Leadership, Alternative Investments, Mutual Funds, Equities, Hedge Funds, Investment Management, Foreign Currency, Inflation
Education
DePaul University 2004 — 2005
Master of Science, Finance
Illinois State University
Bachelor of Science, Finance
Illinois Institute of Technology
Hewitt EnnisKnupp March 2006 - Present
Rotary International August 2004 - March 2006
Central States Pension and Health & Welfare Funds May 2000 - August 2004
Skills
Investments, Asset Allocation, Asset Management, Finance, Investment Strategies, Portfolio Management, Equity Research, Asset Managment, Analysis, Options, Leadership, Alternative Investments, Mutual Funds, Equities, Hedge Funds, Investment Management, Foreign Currency, Inflation
Education
DePaul University 2004 — 2005
Master of Science, Finance
Illinois State University
Bachelor of Science, Finance
Illinois Institute of Technology
Craig de Guzman Craig de Guzman's Hewitt EnnisKnupp Experience January 2012 - October 2014
Job Analyst at Albourne Partners
Industry Financial Services
Experience
Albourne Partners October 2014 - Present
Hewitt EnnisKnupp January 2012 - October 2014
Hewitt EnnisKnupp December 2010 - January 2012
Hewitt EnnisKnupp November 2007 - December 2010
Skills
Investment Strategies, Real Estate Due..., Asset Allocation, Investment Management, Equities, Fixed Income, Asset Management, Mutual Funds, Investments, Pension Funds, Asset Managment, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Due Diligence, Real Estate Investment...
Education
The University of Connecticut School of Business 2011 — 2014
MBA, Finance
The University of Connecticut 2002 — 2006
BS, Finance
Albourne Partners October 2014 - Present
Hewitt EnnisKnupp January 2012 - October 2014
Hewitt EnnisKnupp December 2010 - January 2012
Hewitt EnnisKnupp November 2007 - December 2010
Skills
Investment Strategies, Real Estate Due..., Asset Allocation, Investment Management, Equities, Fixed Income, Asset Management, Mutual Funds, Investments, Pension Funds, Asset Managment, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Due Diligence, Real Estate Investment...
Education
The University of Connecticut School of Business 2011 — 2014
MBA, Finance
The University of Connecticut 2002 — 2006
BS, Finance
Paul Sylvia, CFA, CAIA Paul Sylvia, CFA, CAIA's Hewitt EnnisKnupp Experience April 2014 - Present
Job Head of Risk Management Vision Hedge Fund Platform at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp April 2014 - Present
Hewitt EnnisKnupp May 2010 - March 2014
Cole Partners Asset Management August 2007 - April 2010
HFR Asset Management January 2004 - July 2007
First Midwest Bank April 2003 - January 2004
Northern Trust June 2000 - January 2003
Scudder Investments 1999 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Risk Management, Investment Strategies, Mutual Funds, Trading, Investment Management, Valuation, Finance, Commodity, Due Diligence, Securities
Education
Augustana College 1995 — 1999
BA
Hewitt EnnisKnupp April 2014 - Present
Hewitt EnnisKnupp May 2010 - March 2014
Cole Partners Asset Management August 2007 - April 2010
HFR Asset Management January 2004 - July 2007
First Midwest Bank April 2003 - January 2004
Northern Trust June 2000 - January 2003
Scudder Investments 1999 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Risk Management, Investment Strategies, Mutual Funds, Trading, Investment Management, Valuation, Finance, Commodity, Due Diligence, Securities
Education
Augustana College 1995 — 1999
BA
Hank Hakewill Hank Hakewill's Hewitt EnnisKnupp Experience November 2008 - November 2010
Job Managing Director and Chief Marketing Officer at NexTier Capital Solutions, LLC
Industry Financial Services
Experience
NexTier Capital Solutions, LLC August 2014 - Present
MSCI Inc. October 2011 - June 2014
Hewitt EnnisKnupp November 2008 - November 2010
Hakewill & Associates January 2007 - November 2008
Ziegler 2001 - 2006
Commerce One December 1999 - March 2001
Allstate Insurance Company 1998 - 1999
Northern Trust April 1994 - October 1998
Stein Roe & Farnham April 1987 - March 1994
Leo Burnett July 1974 - May 1987
Skills
Market Research, Relationship Management, Change Management, E-commerce, Asset Managment, Financial Services, Market Planning, Strategic Planning, New Business Development, Integrated Marketing, Product Management, Competitive Analysis, Customer Insight, Thought Leadership, Marketing, Marketing Strategy, CRM, Business Development, Risk Management, Investments, Asset Management, Strategy, Mutual Funds, Marketing Management, Program Management, Advertising, Hedge Funds, Management, Investment Management, Budgets, Analytics, Banking, Portfolio Management, Consulting, Strategic Partnerships, Executive Management, Leadership, Segmentation, Mergers & Acquisitions, Direct Marketing, Media Relations, Lead Generation, B2B Marketing, Alternative Investments, Product Marketing, Marketing Communications
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1972 — 1974
M.B.A., General Management
Dartmouth College 1968 — 1972
A.B., Psychology
NexTier Capital Solutions, LLC August 2014 - Present
MSCI Inc. October 2011 - June 2014
Hewitt EnnisKnupp November 2008 - November 2010
Hakewill & Associates January 2007 - November 2008
Ziegler 2001 - 2006
Commerce One December 1999 - March 2001
Allstate Insurance Company 1998 - 1999
Northern Trust April 1994 - October 1998
Stein Roe & Farnham April 1987 - March 1994
Leo Burnett July 1974 - May 1987
Skills
Market Research, Relationship Management, Change Management, E-commerce, Asset Managment, Financial Services, Market Planning, Strategic Planning, New Business Development, Integrated Marketing, Product Management, Competitive Analysis, Customer Insight, Thought Leadership, Marketing, Marketing Strategy, CRM, Business Development, Risk Management, Investments, Asset Management, Strategy, Mutual Funds, Marketing Management, Program Management, Advertising, Hedge Funds, Management, Investment Management, Budgets, Analytics, Banking, Portfolio Management, Consulting, Strategic Partnerships, Executive Management, Leadership, Segmentation, Mergers & Acquisitions, Direct Marketing, Media Relations, Lead Generation, B2B Marketing, Alternative Investments, Product Marketing, Marketing Communications
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1972 — 1974
M.B.A., General Management
Dartmouth College 1968 — 1972
A.B., Psychology
Kimberlene Matthews's Hewitt EnnisKnupp Experience May 2010 - October 2012
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2012 - Present
Hewitt EnnisKnupp May 2010 - October 2012
Mercer August 2004 - May 2010
Skills
Pension Risk Management, Defined Benefit, Pension Investments, Actuarial, Asset-Liability..., Pensions, ALM
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Actuarial Science and Finance
Northern Trust October 2012 - Present
Hewitt EnnisKnupp May 2010 - October 2012
Mercer August 2004 - May 2010
Skills
Pension Risk Management, Defined Benefit, Pension Investments, Actuarial, Asset-Liability..., Pensions, ALM
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Actuarial Science and Finance
Jonathan Salett Jonathan Salett's Hewitt EnnisKnupp Experience December 2006 - May 2011
Job Senior Investment Consultant at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt March 2015 - Present
DiMeo Schneider & Associates May 2011 - March 2015
Hewitt EnnisKnupp December 2006 - May 2011
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2007
MBA, Finance
University of Michigan 1998 — 2002
BS, Mathematics
Aon Hewitt March 2015 - Present
DiMeo Schneider & Associates May 2011 - March 2015
Hewitt EnnisKnupp December 2006 - May 2011
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2007
MBA, Finance
University of Michigan 1998 — 2002
BS, Mathematics
Kevin Cress Kevin Cress's Hewitt EnnisKnupp Experience December 2006 - May 2012
Job Senior Consultant at NEPC
Industry Financial Services
Experience
NEPC May 2012 - Present
Hewitt EnnisKnupp December 2006 - May 2012
The 401(k) Company August 2000 - December 2006
Risk 100 January 2000 - August 2000
Skills
Pensions, HR Consulting, Investment Advisory, Financial Advisory, Institutional Clients, Risk Management, Institutional..., Defined Benefit, Alternative Investments, Securities, Leadership, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
University of California, San Diego 1991 — 1994
BA, Economics
NEPC May 2012 - Present
Hewitt EnnisKnupp December 2006 - May 2012
The 401(k) Company August 2000 - December 2006
Risk 100 January 2000 - August 2000
Skills
Pensions, HR Consulting, Investment Advisory, Financial Advisory, Institutional Clients, Risk Management, Institutional..., Defined Benefit, Alternative Investments, Securities, Leadership, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
University of California, San Diego 1991 — 1994
BA, Economics
PJ Kelly PJ Kelly's Hewitt EnnisKnupp Experience June 2010 - Present
Job Partner at Hewitt EnnisKnupp
Industry Financial Services
Experience
Hewitt EnnisKnupp June 2010 - Present
Ennis Knupp & Associates August 1996 - April 2012
Bank of Montreal 1995 - 1995
Skills
Endowments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Equities, Fixed Income, Investment Advisory, Portfolio Management, Investments, Mutual Funds, Private Equity, Derivatives, Options
Education
Northern Illinois University 1990 — 1994
BS, Finance
Hewitt EnnisKnupp June 2010 - Present
Ennis Knupp & Associates August 1996 - April 2012
Bank of Montreal 1995 - 1995
Skills
Endowments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Equities, Fixed Income, Investment Advisory, Portfolio Management, Investments, Mutual Funds, Private Equity, Derivatives, Options
Education
Northern Illinois University 1990 — 1994
BS, Finance
Kevin Hrad, CAIA Kevin Hrad, CAIA's Hewitt EnnisKnupp Experience September 2005 - Present
Job Senior Consultant, Hedge Fund Research at Aon Hewitt
Industry Financial Services
Experience
Hewitt EnnisKnupp September 2005 - Present
Education
Northern Illinois University 2001 — 2005
Bachelor of Science (BS), Finance
Hewitt EnnisKnupp September 2005 - Present
Education
Northern Illinois University 2001 — 2005
Bachelor of Science (BS), Finance
Maria Frahm's Hewitt EnnisKnupp Experience March 2005 - January 2013
Job Office Manager & Executive Assistant
Industry Investment Management
Experience
RVK, Inc. January 2013 - Present
Hewitt EnnisKnupp March 2005 - January 2013
Aon Hewitt formerly Ennis Knupp + Associates January 2005 - January 2013
Family Support America January 2000 - January 2005
Urban Retail Properties Co January 1998 - January 2000
Acme Steel Company January 1997 - January 1998
Acme Steel Company January 1992 - January 1998
Acme Steel Company January 1992 - January 1996
Skills
Outlook, Microsoft Office, Event Planning, Administrative..., Recruiting, Calendaring, Travel Arrangements, Lotus Notes, Spreadsheets, Office Administration, Calendars, Confidentiality, Expense Reports, Office Management, Budgets, PeopleSoft, Data Entry, Financial Analysis, Event Management, Microsoft Excel, Leadership, Accounting, Finance, Accounts Payable, Management, Invoicing, Customer Service, Data Analysis, Access, Process Scheduler, Marketing, Benefits Administration, Concur, Employee Benefits, Employee Relations, Expenses, Human Resources, Microsoft Publisher, Program Management, Administrative...
Education
Robert Morris University - Illinois 1999 — 2005
Bachelors Degree; Associate Degree, Business; Management
RVK, Inc. January 2013 - Present
Hewitt EnnisKnupp March 2005 - January 2013
Aon Hewitt formerly Ennis Knupp + Associates January 2005 - January 2013
Family Support America January 2000 - January 2005
Urban Retail Properties Co January 1998 - January 2000
Acme Steel Company January 1997 - January 1998
Acme Steel Company January 1992 - January 1998
Acme Steel Company January 1992 - January 1996
Skills
Outlook, Microsoft Office, Event Planning, Administrative..., Recruiting, Calendaring, Travel Arrangements, Lotus Notes, Spreadsheets, Office Administration, Calendars, Confidentiality, Expense Reports, Office Management, Budgets, PeopleSoft, Data Entry, Financial Analysis, Event Management, Microsoft Excel, Leadership, Accounting, Finance, Accounts Payable, Management, Invoicing, Customer Service, Data Analysis, Access, Process Scheduler, Marketing, Benefits Administration, Concur, Employee Benefits, Employee Relations, Expenses, Human Resources, Microsoft Publisher, Program Management, Administrative...
Education
Robert Morris University - Illinois 1999 — 2005
Bachelors Degree; Associate Degree, Business; Management
Patrick Caragher Patrick Caragher's Hewitt EnnisKnupp Experience July 2010 - December 2010
Job Associate Director, US Institutional
Industry Financial Services
Experience
Henderson Global Investors April 2015 - Present
Henderson Global Investors February 2012 - April 2015
Henderson Global Investors January 2011 - February 2012
Hewitt EnnisKnupp July 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Microsoft Excel, Zephyr Style Advisor, PowerPoint, Microsoft Word
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Augustana College 2006 — 2010
Bachelor's Degree, Accounting and Finance
Henderson Global Investors April 2015 - Present
Henderson Global Investors February 2012 - April 2015
Henderson Global Investors January 2011 - February 2012
Hewitt EnnisKnupp July 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Skills
Microsoft Excel, Zephyr Style Advisor, PowerPoint, Microsoft Word
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Quinlan School of Business, Loyola University Chicago 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Augustana College 2006 — 2010
Bachelor's Degree, Accounting and Finance
Sam Calabrese's Hewitt EnnisKnupp Experience November 2013 - Present
Job Senior Investment Analyst at Aon Hewitt Investment Consulting
Industry Financial Services
Experience
Hewitt EnnisKnupp November 2013 - Present
Golden Gate Capital June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Accounting, Finance, Financial Reporting, Access, Financial Accounting, Data Analysis, Economics, Analysis, Microsoft Office, Teamwork, Leadership, Forecasting, Market Research
Education
University of Notre Dame 2009 — 2013
Bachelor of Arts (BA), Finance
Hewitt EnnisKnupp November 2013 - Present
Golden Gate Capital June 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Accounting, Finance, Financial Reporting, Access, Financial Accounting, Data Analysis, Economics, Analysis, Microsoft Office, Teamwork, Leadership, Forecasting, Market Research
Education
University of Notre Dame 2009 — 2013
Bachelor of Arts (BA), Finance
Mark Selby's Hewitt EnnisKnupp Experience January 2010 - April 2013
Job Client Service Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company May 2013 - Present
Hewitt EnnisKnupp January 2010 - April 2013
Ennis Knupp & Associates January 2009 - December 2009
Ennis Knupp & Associates November 2007 - December 2008
Skills
Investments, Asset Allocation, Investment Strategies, Valuation, Due Diligence, Equities, Investment Management
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
Illinois State University 2003 — 2007
BS, Finance, Economics
William Blair & Company May 2013 - Present
Hewitt EnnisKnupp January 2010 - April 2013
Ennis Knupp & Associates January 2009 - December 2009
Ennis Knupp & Associates November 2007 - December 2008
Skills
Investments, Asset Allocation, Investment Strategies, Valuation, Due Diligence, Equities, Investment Management
Education
Swiss Finance Academy 2007 — 2007
Investment Banking Training Program
Illinois State University 2003 — 2007
BS, Finance, Economics
Nikoa Ham's Hewitt EnnisKnupp Experience March 2008 - June 2012
Job Vice President at Newport Capital Partners
Industry Real Estate
Experience
Newport Capital Partners February 2015 - Present
CBRE May 2013 - August 2013
Hewitt EnnisKnupp March 2008 - June 2012
ABN AMRO June 2005 - March 2008
Lasalle Bank Corporation May 2004 - August 2004
Skills
Leadership, Non-profits, Microsoft Excel, Entrepreneurship, Process Improvement, Research, Strategic Consulting, Financial Modeling, Business Strategy, Project Management, Financial Reporting, Investment Strategies, Financial Analysis, Strategy, Community Outreach, Consulting, Accounting, Training, Capital Markets, Proposal Writing, Business Analysis, Marketing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Howard University 2001 — 2005
Bachelors of Business Administration, Finance
Newport Capital Partners February 2015 - Present
CBRE May 2013 - August 2013
Hewitt EnnisKnupp March 2008 - June 2012
ABN AMRO June 2005 - March 2008
Lasalle Bank Corporation May 2004 - August 2004
Skills
Leadership, Non-profits, Microsoft Excel, Entrepreneurship, Process Improvement, Research, Strategic Consulting, Financial Modeling, Business Strategy, Project Management, Financial Reporting, Investment Strategies, Financial Analysis, Strategy, Community Outreach, Consulting, Accounting, Training, Capital Markets, Proposal Writing, Business Analysis, Marketing
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Howard University 2001 — 2005
Bachelors of Business Administration, Finance
Charles McGrath, CFA, CAIA's Hewitt EnnisKnupp Experience January 2010 - December 2013
Job Investment Analyst at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial January 2014 - Present
Hewitt EnnisKnupp January 2010 - December 2013
Ellwood Associates February 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Portfolio Optimization, Investments, Investment Portfolios, Asset Managment, Project Management
Education
University of Iowa 2001 — 2005
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance
Mesirow Financial January 2014 - Present
Hewitt EnnisKnupp January 2010 - December 2013
Ellwood Associates February 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Portfolio Optimization, Investments, Investment Portfolios, Asset Managment, Project Management
Education
University of Iowa 2001 — 2005
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance
Sudhakar Attaluri's Hewitt EnnisKnupp Experience September 2010 - March 2015
Job Associate Partner at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt April 2015 - Present
Hewitt EnnisKnupp September 2010 - March 2015
Ennis Knupp & Associates December 2008 - August 2010
Ennis Knupp & Associates January 2006 - December 2008
Ennis Knupp & Associates September 2003 - December 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Asset Allocation, Investments, Derivatives, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Asset Management
Education
Illinois Institute of Technology 2001 — 2003
M.S., Finance
Birla Institute of Technology and Science, Pilani 1996 — 2000
M.Sc, Finance
Aon Hewitt April 2015 - Present
Hewitt EnnisKnupp September 2010 - March 2015
Ennis Knupp & Associates December 2008 - August 2010
Ennis Knupp & Associates January 2006 - December 2008
Ennis Knupp & Associates September 2003 - December 2005
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Asset Allocation, Investments, Derivatives, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Mutual Funds, Capital Markets, Asset Management
Education
Illinois Institute of Technology 2001 — 2003
M.S., Finance
Birla Institute of Technology and Science, Pilani 1996 — 2000
M.Sc, Finance
Allen Cheng's Hewitt EnnisKnupp Experience September 2014 - Present
Job Associate Partner Hedge Fund Research at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp September 2014 - Present
Altegris Advisors July 2008 - August 2014
Bank of America Alternative Investments February 2004 - August 2007
Optima Fund Management April 2000 - January 2004
Investment Management Services February 1996 - March 2000
Skills
Asset Allocation, Marketing, Hedge Funds, Alternative Investments, Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fund Of Funds, Investments, Managed Futures, Due Diligence, Mutual Funds, Institutional..., Asset Management, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing
University of Maryland College Park 1975 — 1980
BS, Finance
Hewitt EnnisKnupp September 2014 - Present
Altegris Advisors July 2008 - August 2014
Bank of America Alternative Investments February 2004 - August 2007
Optima Fund Management April 2000 - January 2004
Investment Management Services February 1996 - March 2000
Skills
Asset Allocation, Marketing, Hedge Funds, Alternative Investments, Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Fund Of Funds, Investments, Managed Futures, Due Diligence, Mutual Funds, Institutional..., Asset Management, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, Marketing
University of Maryland College Park 1975 — 1980
BS, Finance
W. Garrett O'Reilly's Hewitt EnnisKnupp Experience June 2009 - June 2011
Job Senior Consultant | Delegated (OCIO) Product Development & Management at Aon
Industry Investment Management
Experience
Aon March 2015 - Present
Aon June 2011 - March 2015
Hewitt EnnisKnupp June 2009 - June 2011
Omega Capital, RJFS November 2006 - January 2008
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Financial Product..., Risk Management, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Development, Defined Benefit, Defined Contribution, Fiduciary Management, Fiduciary Services, Financial Operations, Fixed Income, Equities, Index Funds, Performance Reporting, Data Reconciliation, Corporate Finance, Financial Accounting, Trading, Microsoft Office, Microsoft Excel, Bloomberg, Capital IQ, ThomsonOne
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MBA, Finance
Xavier University - Williams College of Business 2006 — 2007
MBA, Finance
DePauw University
Indian Hill High School
Aon March 2015 - Present
Aon June 2011 - March 2015
Hewitt EnnisKnupp June 2009 - June 2011
Omega Capital, RJFS November 2006 - January 2008
Skills
Investments, Portfolio Management, Private Equity, Alternative Investments, Financial Product..., Risk Management, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Development, Defined Benefit, Defined Contribution, Fiduciary Management, Fiduciary Services, Financial Operations, Fixed Income, Equities, Index Funds, Performance Reporting, Data Reconciliation, Corporate Finance, Financial Accounting, Trading, Microsoft Office, Microsoft Excel, Bloomberg, Capital IQ, ThomsonOne
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MBA, Finance
Xavier University - Williams College of Business 2006 — 2007
MBA, Finance
DePauw University
Indian Hill High School
Chris Reel, CFA, CAIA's Hewitt EnnisKnupp Experience January 2008 - January 2012
Job Analyst at Albourne Partners
Industry Financial Services
Experience
Albourne Partners December 2013 - Present
Jackson National Asset Management, LLC January 2012 - December 2013
Hewitt EnnisKnupp January 2008 - January 2012
Ennis Knupp & Associates June 2006 - December 2007
Ennis Knupp & Associates January 2006 - May 2006
Ennis Knupp & Associates December 2004 - December 2005
Skills
Alternative Investments, Investments, Private Equity, Investment Management, Due Diligence, Institutional..., Hedge Funds, Equities, Asset Managment, Mutual Funds, Investment Strategies, Asset Management, Mergers, Asset Allocation
Education
University of Iowa 2001 — 2004
BBA with Honors, Finance
Albourne Partners December 2013 - Present
Jackson National Asset Management, LLC January 2012 - December 2013
Hewitt EnnisKnupp January 2008 - January 2012
Ennis Knupp & Associates June 2006 - December 2007
Ennis Knupp & Associates January 2006 - May 2006
Ennis Knupp & Associates December 2004 - December 2005
Skills
Alternative Investments, Investments, Private Equity, Investment Management, Due Diligence, Institutional..., Hedge Funds, Equities, Asset Managment, Mutual Funds, Investment Strategies, Asset Management, Mergers, Asset Allocation
Education
University of Iowa 2001 — 2004
BBA with Honors, Finance
Kenneth Sands's Hewitt EnnisKnupp Experience June 2011 - March 2013
Job J.D. Candidate at Northwestern University School of Law
Industry Law Practice
Experience
Goldman Sachs March 2013 - May 2015
Hewitt EnnisKnupp June 2011 - March 2013
Education
Northwestern University School of Law 2015 — 2017
Juris Doctor (J.D.)
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Krannert School of Management, Management
Goldman Sachs March 2013 - May 2015
Hewitt EnnisKnupp June 2011 - March 2013
Education
Northwestern University School of Law 2015 — 2017
Juris Doctor (J.D.)
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Krannert School of Management, Management
Benjamin Rode's Hewitt EnnisKnupp Experience June 2009 - May 2011
Job Senior Product Manager at Dun & Bradstreet
Industry Information Technology and Services
Experience
Dun & Bradstreet June 2015 - Present
Access Sciences September 2012 - May 2014
Medallion Services Group LLC May 2011 - September 2012
Hewitt EnnisKnupp June 2009 - May 2011
Skills
Data Analysis, Business Analysis, Project Management, Analysis, Change Management, Process Improvement, Business Process, Business Intelligence, Requirements Analysis, Databases, Google API, Consulting, APIs, Data as a Service, Excel Models
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Science (M.S.), Business Analytics
Marquette University 2006 — 2009
B.S., Finance, Operations
Dun & Bradstreet June 2015 - Present
Access Sciences September 2012 - May 2014
Medallion Services Group LLC May 2011 - September 2012
Hewitt EnnisKnupp June 2009 - May 2011
Skills
Data Analysis, Business Analysis, Project Management, Analysis, Change Management, Process Improvement, Business Process, Business Intelligence, Requirements Analysis, Databases, Google API, Consulting, APIs, Data as a Service, Excel Models
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Science (M.S.), Business Analytics
Marquette University 2006 — 2009
B.S., Finance, Operations
Erol Alitovski's Hewitt EnnisKnupp Experience January 2010 - Present
Job Investment Analyst at Hewitt EnnisKnupp
Industry Financial Services
Experience
Hewitt EnnisKnupp January 2010 - Present
Goldman Sachs January 2009 - March 2009
Lincoln Financial Advisors August 2008 - December 2008
Skills
Investments, Asset Allocation, Portfolio Management, Microsoft Excel, Portfolio Optimization, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Finance, Financial Markets, Investment Management, Strategy, Asset Management, Financial Analysis, Mutual Funds, Financial Modeling
Education
Northwestern University 2007 — 2009
BA, Economics
Hewitt EnnisKnupp January 2010 - Present
Goldman Sachs January 2009 - March 2009
Lincoln Financial Advisors August 2008 - December 2008
Skills
Investments, Asset Allocation, Portfolio Management, Microsoft Excel, Portfolio Optimization, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Finance, Financial Markets, Investment Management, Strategy, Asset Management, Financial Analysis, Mutual Funds, Financial Modeling
Education
Northwestern University 2007 — 2009
BA, Economics
Heather Christopher's Hewitt EnnisKnupp Experience September 2010 - March 2012
Job Research Analyst, Partner at Albourne Partners
Industry Investment Management
Experience
Albourne Partners April 2012 - Present
Hewitt EnnisKnupp September 2010 - March 2012
Ennis Knupp & Associates August 2007 - September 2010
Ohio Public Employees' Retirement System December 2000 - August 2007
Ohio Public Employees' Retirement System June 1993 - December 2000
Education
The Ohio State University Fisher College of Business 1997 — 1999
M.B.A., Concentration in Finance
The Ohio State University 1990 — 1993
B.S.B.A., Accounting and Marketing
Albourne Partners April 2012 - Present
Hewitt EnnisKnupp September 2010 - March 2012
Ennis Knupp & Associates August 2007 - September 2010
Ohio Public Employees' Retirement System December 2000 - August 2007
Ohio Public Employees' Retirement System June 1993 - December 2000
Education
The Ohio State University Fisher College of Business 1997 — 1999
M.B.A., Concentration in Finance
The Ohio State University 1990 — 1993
B.S.B.A., Accounting and Marketing
Brenda Anguiano's Hewitt EnnisKnupp Experience May 2010 - April 2012
Job Results Analyst at Capital Group
Industry Financial Services
Experience
Capital Group February 2014 - Present
Capital Group May 2012 - January 2014
Hewitt EnnisKnupp May 2010 - April 2012
Towers Watson April 2007 - May 2010
Liberty Mutual Insurance October 2004 - April 2007
University of California, Riverside 2002 - October 2004
FMS 1999 - 1999
Skills
Analysis, Client Service, Investments, Portfolio Management, Leadership, Financial Services
Education
University of California, Riverside
BS, Focus on Management, Minor in Spanish
Capital Group February 2014 - Present
Capital Group May 2012 - January 2014
Hewitt EnnisKnupp May 2010 - April 2012
Towers Watson April 2007 - May 2010
Liberty Mutual Insurance October 2004 - April 2007
University of California, Riverside 2002 - October 2004
FMS 1999 - 1999
Skills
Analysis, Client Service, Investments, Portfolio Management, Leadership, Financial Services
Education
University of California, Riverside
BS, Focus on Management, Minor in Spanish
Chris Cunningham, CAIA's Hewitt EnnisKnupp Experience December 2011 - October 2012
Job Consultant at The Townsend Group
Industry Investment Management
Experience
The Townsend Group October 2012 - Present
Hewitt EnnisKnupp December 2011 - October 2012
Hewitt EnnisKnupp September 2010 - December 2011
Ennis Knupp & Associates January 2007 - September 2010
Mason Street Advisors 2005 - 2006
Skills
Alternative Investments, Investment Management, Investment Advisory, Investments, Commercial Real Estate, International Real..., Timber, Farmland, Portfolio Management, Strategic Planning, Due Diligence, Performance Measurement, Financial Analysis, Financial Modeling, Valuation, Asset Allocation, Asset Management, Investment Strategies, Real Estate, Hedge Funds, Real Estate Investment...
Education
Marquette University 2002 — 2006
Bachelors, Finance, International Business, Spanish
Universidad Pontificia Comillas 2004 — 2004
Facultad de Ciencias Económicas y Empresariales (ICADE)
The Townsend Group October 2012 - Present
Hewitt EnnisKnupp December 2011 - October 2012
Hewitt EnnisKnupp September 2010 - December 2011
Ennis Knupp & Associates January 2007 - September 2010
Mason Street Advisors 2005 - 2006
Skills
Alternative Investments, Investment Management, Investment Advisory, Investments, Commercial Real Estate, International Real..., Timber, Farmland, Portfolio Management, Strategic Planning, Due Diligence, Performance Measurement, Financial Analysis, Financial Modeling, Valuation, Asset Allocation, Asset Management, Investment Strategies, Real Estate, Hedge Funds, Real Estate Investment...
Education
Marquette University 2002 — 2006
Bachelors, Finance, International Business, Spanish
Universidad Pontificia Comillas 2004 — 2004
Facultad de Ciencias Económicas y Empresariales (ICADE)
Scott Fiedler's Hewitt EnnisKnupp Experience February 2007 - Present
Job Senior Investment Consultant at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp February 2007 - Present
Hewitt EnnisKnupp February 2007 - January 2012
Palmer & Cay January 1997 - March 2003
Skills
Retirement, Investment Strategies, Employee Benefits, 401k, Investments, Defined Benefit, Alternative Investments, Mutual Funds, Retirement Planning, Asset Management, Strategic Financial..., Pensions, Fixed Annuities
Education
The American College 1990 — 1994
Chartered Financial Consultant, Finance, Tax and Investments
Randolph-Macon College 1982 — 1986
BA, Psychology
Hewitt EnnisKnupp February 2007 - Present
Hewitt EnnisKnupp February 2007 - January 2012
Palmer & Cay January 1997 - March 2003
Skills
Retirement, Investment Strategies, Employee Benefits, 401k, Investments, Defined Benefit, Alternative Investments, Mutual Funds, Retirement Planning, Asset Management, Strategic Financial..., Pensions, Fixed Annuities
Education
The American College 1990 — 1994
Chartered Financial Consultant, Finance, Tax and Investments
Randolph-Macon College 1982 — 1986
BA, Psychology
Dave Keil, CFA's Hewitt EnnisKnupp Experience 1998 - Present
Job Partner at Hewitt EnnisKnupp
Industry Investment Management
Experience
Hewitt EnnisKnupp 1998 - Present
Education
DePaul University
Master of Business Administration (MBA), Finance
Loras College
Bachelor of Arts (BA), Finance and Economics
Hewitt EnnisKnupp 1998 - Present
Education
DePaul University
Master of Business Administration (MBA), Finance
Loras College
Bachelor of Arts (BA), Finance and Economics
Laura Philip's Hewitt EnnisKnupp Experience 1987 - 2012
Job Experienced Defined Contribution Plan Consultant
Industry Program Development
Experience
LP Consulting 2012 - Present
Hewitt EnnisKnupp 1987 - 2012
Skills
Defined Contribution, Employee Benefits, Business Planning, Investments, Fiduciary, Fiduciary Management, Retirement, Mutual Funds, Pensions, 401k, Asset Allocation, Retirement Planning, Investment Advisory..., ERISA, Defined Benefit, Investment Strategies
Education
The Ohio State University
LP Consulting 2012 - Present
Hewitt EnnisKnupp 1987 - 2012
Skills
Defined Contribution, Employee Benefits, Business Planning, Investments, Fiduciary, Fiduciary Management, Retirement, Mutual Funds, Pensions, 401k, Asset Allocation, Retirement Planning, Investment Advisory..., ERISA, Defined Benefit, Investment Strategies
Education
The Ohio State University
Jonathan Ryder's Hewitt EnnisKnupp Experience September 2011 - August 2013
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones June 2010 - Present
Hewitt EnnisKnupp September 2011 - August 2013
Indiana University Men's Soccer August 2006 - May 2010
Skills
Financial Analysis
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance
Edward Jones June 2010 - Present
Hewitt EnnisKnupp September 2011 - August 2013
Indiana University Men's Soccer August 2006 - May 2010
Skills
Financial Analysis
Education
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Finance