Highmount Capital
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Highmount Capital Employees
Wayfair September 2012 - Present
Northeastern University College of Professional Studies September 2011 - August 2012
Highmount Capital January 2010 - June 2011
Picis Inc January 2009 - June 2009
Camp Laurelwood 2005 - 2009
Skills
Active Directory, Windows 7, Technical Support, Troubleshooting, Windows, Powershell, Scripting, Microsoft Exchange, XP, Group Policy, Desktop Deployment, Windows Server, Microsoft Office, Virus Removal, Linux, VBScript, Windows XP, Process Improvement, Android, Automation, Technical Documentation, HTML, Nasuni, Print Management
Education
Northeastern University 2007 — 2013
Bachelor of Science in Information Science, Computer Science
Amity Regional High School
Amity Regional High School
Brown Advisory June 2015 - Present
Highmount February 2015 - June 2015
The Photo Group January 2014 - February 2015
Highmount Capital July 2012 - December 2013
Highmount Capital June 2011 - August 2011
Eye Level Art May 2010 - August 2010
StyleCaster Media Group May 2009 - July 2009
Access Health Insurances Services June 2007 - May 2009
Skills
Marketing, Marketing Strategy, Social Media, Press Releases, Business Development, Customer Service, Event Planning, Email Marketing, Sales, Competitive Analysis, Microsoft Office, Microsoft Excel
Education
College of Charleston 2008 — 2012
Bachelor of Science (B.S.), Economics
Brown Advisory June 2015 - Present
Highmount Capital February 2005 - June 2015
Skills
Equities, Asset Management, Portfolio Management, Wealth Management, Investments, Bloomberg, Alternative Investments, Valuation, Trading, Risk Management, Investment Strategies
Education
University of Connecticut 1999 — 2003
Bachelor of Arts (BA), History & Political Science
Central Connecticut State University
Urban Hawk Studios February 2015 - Present
Katherine van Hengel Consulting January 2011 - Present
The Bhutan Foundation and Lotus Foods January 2013 - Present
HeroX February 2014 - June 2014
HeroX June 2013 - August 2013
J.P. Morgan July 2011 - January 2013
Royal Government of Bhutan January 2011 - May 2011
Highmount Capital May 2007 - August 2008
Education
Cornell University 2007 — 2011
BS, International Agriculture and Rural Development, Applied Economics and Management
Croton-Harmon High School 2004 — 2007
Arbonne International (Independent Consultant) September 2010 - Present
Relative Solutions LLC January 2010 - Present
KDL Consulting January 2008 - September 2011
KDL Consulting September 2001 - September 2011
Highmount Capital December 2006 - December 2009
Mount Sinai Medical Center July 2007 - March 2008
Summit Oaks Hospital March 2005 - July 2007
Skills
Training, Holistic Health, Leadership Development, Psychology, Psychotherapy, Treatment, Workshop Facilitation, Adolescents, Coaching, Public Speaking, Executive Coaching
Education
New York University 2001 — 2004
MSW, Masters in Social Work
University of Delaware 1989 — 1993
BS, Exercise Physiology/Fitness Mgmt
North Salem high school 1987 — 1989
High School
Naperville central high school 1985 — 1989
High School
BNY Mellon 2013 - Present
Highmount Capital 2009 - 2013
North American Management 2004 - 2008
H.C. Wainwright 2000 - 2001
Bank of Boston 1986 - 2000
Skills
Asset Management, Asset Managment, Equities, Investment Management, Portfolio Management, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Investments, Strategic Financial..., Currency, Valuation, Mutual Funds, Investment Strategies, Asset Allocation, Financial Planning
Education
Boston University - School of Management
MBA
Wellesley College
BA
Mimecast August 2014 - Present
Mimecast October 2013 - August 2014
Corporate Reimbursement Services, Inc. February 2013 - September 2013
EnerNOC May 2011 - February 2013
Northeastern University July 2007 - April 2011
Highmount Capital July 2010 - December 2010
John Hancock Life Insurance Company (U.S.A.) July 2009 - December 2009
Skills
Network Administration, OS X, SQL, Linux, Windows, Microsoft Office, HTML, Unix, Data Analysis, Virtualization, Virtual Desktop..., Requirements Gathering, Business Analysis, Networking, Servers, Disaster Recovery, Databases, Visio, Active Directory
Education
Northeastern University 2007 — 2012
BS, Information Science and Business
Highmount Capital July 2013 - January 2015
Tufts Health Plan July 2012 - December 2012
Wedgewood Swim and Tennis June 2008 - September 2011
Skills
IP Networking, SQL, Microsoft SQL Server, Microsoft Office, Powershell, Cisco Technologies, System Administration, Windows Server, Linux System..., Help Desk Support, Network Security
Education
Northeastern University 2010 — 2015
Bachelor's degree, Infomation Science
Bedford High School 2006 — 2010
Nielsen Company July 2014 - Present
Bucknell University 2010 - 2014
Highmount Capital June 2013 - August 2013
SanPer March 2013 - May 2013
Bucknell's Institute for Leadership in Technology & Management June 2012 - July 2012
Skills
Spanish, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Website Creation, Social Media, Blogging, Prezi, Management, Marketing, Communication, Event Planning, Organization, Time Management, Bloomberg
Education
Bucknell University 2010 — 2014
Management, Spanish, Graduated
Deloitte December 2014 - Present
White & Case June 2013 - October 2014
Highmount Capital January 2013 - May 2013
KCD January 2013 - February 2013
The Harbour Group August 2012 - January 2013
Princeton Longevity Center August 2012 - January 2013
The Madeira School June 2012 - July 2012
Great Eastern Resorts Corp. May 2011 - July 2012
University of Virginia May 2010 - May 2011
Federal Communications Commission 2006 - 2007
Skills
Social Media, Customer Relations, Research, Social Media Marketing, Editing, Notary Public, Press Releases, Public Speaking, Marketing Communications, Legal Research, Public Relations, Media Relations, Microsoft Office, InDesign, CisionPoint, Excel, Fundraising, Spanish, Writing, Outlook, English, DEXA, Event Planning, Community Outreach, Customer Service, Microsoft Excel
Education
Georgetown University 2012 — 2016
Master's degree, Public Relations and Corporate Communications
University of Virginia 2007 — 2011
BA, History
The Madeira School 2003 — 2007
Highmount Capital July 2002 - November 2012
Hellman Jordan 1999 - 2002
Education
Georgia Tech
Bachelor of Science (BS), Management Science
SC Asset Management SA de CV June 2015 - Present
Highmount Capital January 2012 - Present
JPMorgan Chase January 2010 - May 2011
Ixe Grupo Financiero January 2007 - January 2010
Skills
Private Banking, Bloomberg, Financial Modeling, Fixed Income, Portfolio Management, Investments, Valuation, Asset Management, Alternative Investments, Equities, Emerging Markets, Finance, Investment Banking, Hedge Funds, Wealth Management
Education
Universidad Anahuac 2002 — 2007
Bachelor's degree, Economics
Instituto Cumbres
Barclays June 2012 - Present
Barclays Capital June 2011 - August 2011
Highmount Capital June 2010 - August 2010
West Branch Capital LLC June 2009 - August 2009
Skills
Economics, Capital Markets, Bloomberg, Corporate Finance, Financial Modeling, Valuation, Econometrics, Eviews, Stata, Equity Research, Quantitative Analytics, Investment Banking
Education
Bates College 2008 — 2012
B.A.
Milton Academy 2004 — 2008
Diploma
Holland Partner Group May 2015 - Present
Holland Partner Group February 2014 - May 2015
Hunt Companies, Inc. July 2011 - February 2013
Hunt Development Group July 2004 - July 2011
Highmount Capital October 2002 - February 2004
University of Oregon September 2000 - September 2002
Skills
Event Planning, Public Relations, Management, Marketing, Design Management, Business Development, Strategy, Event Management, Proposal Writing, Press Releases, Marketing Communications, Project Planning
Education
University of Oregon
BFA, Fine Art Photography, Art History
Brown Advisory Thoughtful Investing June 2015 - Present
Highmount Capital November 2008 - June 2015
The TriZetto Group January 2008 - October 2008
PSG Global Solutions November 2006 - December 2007
Lincoln Financial Group June 2005 - August 2006
Education
Curry College
Mass Communication/Media Studies
Brown Advisory June 2015 - Present
Highmount Capital January 2012 - June 2015
Highmount Capital August 2009 - December 2011
North American Management June 2007 - July 2009
Skills
Financial Modeling, Asset Management, Microsoft Office, Valuation, Portfolio Management, Trading, Fixed Income, Equities, Bloomberg, Research, PowerPoint, Alternative Investments, Microsoft Excel, Social Media
Education
Trinity College-Hartford 2005 — 2009
B.A., Economics
Brown Advisory June 2015 - Present
Highmount Capital December 2014 - June 2015
Highmount Capital May 2012 - December 2014
bring10 December 2011 - July 2012
Highmount Capital June 2011 - May 2012
New York Yankees June 2009 - August 2009
Education
Princeton University 2008 — 2012
BA, Economics/Politics
Culver Academies 2005 — 2008
Wesleyan University October 2014 - Present
Highmount Capital April 2013 - October 2014
Veritable, LP August 2007 - March 2013
Skills
Chartered Financial..., Hedge Funds, Bloomberg, Alternative Investments, Equities, Investments, Mutual Funds, Asset Allocation, Valuation, Asset Management, Portfolio Management, Investment Management, Equity Research
Education
Lafayette College 2003 — 2007
Bachelor of Science (BS), Physics
Lafayette College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics
Christie's Inc July 2006 - Present
Weber Shandwick April 2006 - June 2006
Highmount Capital October 2005 - March 2006
HL Group September 2005 - September 2005
Skills
Art History, Editing, Event Planning, Account Management, Social Media, Museums, Fundraising
Education
Kenyon College 2001 — 2005
BA, History
Groton School 1997 — 2001
Brown Advisory June 2015 - Present
Highmount Capital 2002 - June 2015
Trainer Wortham 1999 - 2002
Bankers Trust Company 1994 - 1999
Education
Bucknell University 1988 — 1992
B.A., Economics
Morristown-Beard School 1983 — 1988
Pingry 1979 — 1983
The Peck School 1975 — 1979
Harvard University
Trillium August 2010 - Present
Highmount Capital September 2009 - September 2010
Babson College Fund May 2008 - September 2009
Eaton Vance June 2008 - August 2008
Dolmat Connell and Partners November 2007 - May 2008
Thomson Reuters June 2007 - August 2007
Pawspot.com September 2006 - June 2007
Ameriprise Financial January 2007 - April 2007
Massey Knakal Realty Services September 2004 - August 2006
Education
Babson College 2005 — 2009
Highmount Capital December 2005 - June 2006
Aviva Life Insurance January 2005 - June 2005
Skills
Investments
Education
Northeastern University 2002 — 2007
BSBA, Finance and Insurance
Bottomline Technologies January 2014 - Present
Appalachian Trail Through-Hike April 2013 - October 2013
Liberty Mutual Insurance November 2011 - April 2013
Liberty Mutual March 2011 - January 2012
Liberty Mutual October 2010 - March 2011
Liberty Mutual May 2009 - October 2010
SeaChange International January 2008 - June 2008
Highmount Capital January 2007 - December 2007
ThingMagic January 2006 - October 2006
BAE Systems May 2005 - September 2005
Skills
C#, ASP.NET, SharePoint, Analysis, SQL, Java, SAP InfoView, Enterprise Software, Business Analysis
Education
Northeastern University 2004 — 2009
BS, Computer Science
Lux Research August 2010 - Present
Highmount Capital September 2009 - December 2009
Pyramid Research June 2004 - October 2008
IGROM Inc 2003 - 2004
AMERICAN INCOME LIFE INSURANCE COMPANY 2003 - 2003
Skills
CRM, Entrepreneurship, Market Research, Competitive Analysis, Business Strategy, Sales, Business Development, Product Management, Start-ups, Market Analysis, Marketing Strategy, Strategic Partnerships, Marketing, Strategy, Salesforce.com, Analytics, Lead Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
MBA, Entrepreneurship
Bridgewater State University
Bachelor of Science Degree, Management Science Concentrating in Marketing
THE ACADEMY OF FINANCE
Bachelor of Science Degree, Accounting and Auditing
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
Brown Advisory June 2015 - Present
Highmount Capital October 2002 - Present
Skills
Relationship Management, Client Services, Entrepreneurship, Alternative Investments, Valuation, Risk Management, Investments, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Rutgers University-New Brunswick
Bachelor’s Degree
Foghorn Consulting June 2015 - Present
viagogo January 2014 - Present
Highmount Capital June 2011 - December 2013
US Department of Defense July 2010 - February 2011
Highmount Capital June 2009 - December 2009
3M, Brontes Technologies January 2008 - September 2008
Menards Easy Computing May 2007 - August 2007
CompUSA August 2005 - July 2006
Skills
Databases, Servers, Information Technology, Hardware, Management, Linux, System Automation, Operating Systems, Integration, VMware ESX, Computer Hardware, VMware, Windows Server, Active Directory
Education
Northeastern University 2006 — 2011
Bachelor of Science in Information Science and Business with concentration in Entrepreneurship, Computer Science, 3.30
Highmount Capital October 2008 - Present
Highmount Capital October 2008 - Present
Highmount Capital 2008 - Present
North American Management January 2007 - June 2008
Hale and Dorr LLP October 2002 - January 2007
BankBoston/Fleet 1978 - June 2002
FleetBoston Financial 2000 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1970 — 1971
MBA, Economics and Finance
Harper's Bazaar August 2015 - Present
Harper's Bazaar May 2015 - Present
Maiyet September 2012 - April 2015
Harper's Bazaar February 2015 - March 2015
Mel Ottenberg Studio February 2015 - February 2015
Highmount Capital January 2011 - September 2012
Highmount Capital September 2008 - March 2011
Skills
Business Development, Social Media, Valuation, Financial Modeling, Business Strategy, Public Relations, Marketing Strategy, Social Networking, Fashion
Education
Istituto Marangoni 2014 — 2014
Certificate, Fashion Image and Styling
Fashion Institute of Technology 2008 — 2008
N/A, Global Marketing, Digital Communication
University at Albany, SUNY 2004 — 2008
Bachelor's Degree, Communication
American InterContinental University 2007 — 2007
N/A, Advertising, Public Relations, Consumer Behavior, Fashion Journalism
Tinypass November 2013 - Present
MediaLink November 2012 - November 2013
Highmount Capital 2011 - 2011
Peter-Blair Men's Clothing October 2006 - August 2010
Virginia Commonwealth University Health SystemSummer 2009 June 2009 - August 2009
Center for Responsive Politics March 2008 - March 2008
Hirschler Fleischer - Attorneys at Law June 2007 - August 2007
Skills
Research, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Economics, Microsoft Office, Data Analysis, Microsoft Word, Sales, Social Media Marketing, Business Development, Market Research, Marketing Strategy
Education
Princeton University 2008 — 2012
A.B., History, American History
University of St. Andrews International Summer Programme 2010 — 2010
St. Christopher's School 2005 — 2008
of, 2008
NextJump Inc July 2009 - May 2010
Eze Castle Integration July 2008 - April 2009
Highmount Capital June 2007 - January 2008
Skills
Windows Server 2008 R2, Windows 7, Windows Vista, VMware Infrastructure, Red Hat Linux, Computer Forensics, HTML + CSS, IPS, Information Assurance, System Administration, PHP, Active Directory, Microsoft Office, Mac OS X, Cisco IOS, Risk Management, Network Security, Ubuntu, SIFT Workstation, NIST, Disaster Recovery, Scripting, Nagios, Antivirus, Software Installation, Virtualization, Networking, VMware, Windows, SQL, Security, Backup Exec, Servers, Microsoft Exchange, VMware ESX, SharePoint, Network Administration, Windows Server, IIS
Education
Northeastern University 2010 — 2012
Master's degree, Computer and Information Systems Security/Information Assurance
Northeastern University 2005 — 2010
Bachelor of Science, Information Science and Entrepreneurship
Athena Capital Advisors August 2013 - Present
Highmount Capital August 2012 - July 2013
Deutsche Bank 2007 - 2012
Skills
Financial Analysis, Due Diligence, Financial Markets, Fixed Income, Financial Risk, Asset Management, Equity Valuation, Credit Risk, Mergers & Acquisitions, Project Finance, Financial Advisory, Economics, Competitive Analysis, Investment Advisory, Banking, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments
Education
Brown University
Bachelor's Degree, Mathematics
Brown Advisory June 2015 - Present
Highmount Capital April 2013 - Present
Kayne Anderson Real Estate Advisors November 2010 - September 2012
Spruce Private Investors December 2001 - April 2010
Columbus Circle Investors September 1995 - November 2001
Greenwich Associates September 1994 - September 1995
Playtex Products February 1989 - August 1994
Skills
Fixed Income, Financial Analysis, Investments, Accounting, Equities, Asset Managment, Portfolio Management, Life Insurance, Insurance, Options, Project Management, PowerPoint, Risk Management, Strategic Planning, Human Resources, Wealth Management, Asset Management, Hedge Funds
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner (CFP)
Sacred Heart University 1994 — 1997
BS, Business Administration, 3.9 GPA
HighVista Strategies 2013 - Present
Eze Castle Integration May 2011 - 2013
Eze Castle Integration January 2010 - August 2010
Highmount Capital January 2009 - August 2009
Pioneer Investments January 2008 - August 2008
Skills
Microsoft Exchange, Software Documentation, System Administration, Troubleshooting, VMware ESX, Active Directory, VMware, Windows Server, Disaster Recovery, Servers
Education
Northeastern University 2006 — 2011
Management Information Science and Entrepreneurship
Brown Advisory June 2015 - Present
Highmount Capital October 2013 - June 2015
BNY Mellon October 2010 - October 2013
BNY Mellon September 2007 - September 2010
Colby College September 2006 - May 2007
Skills
Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Mutual Funds, Alternative Investments, Wealth Management, Bloomberg
Education
Boston University 2011 — 2013
Certificate in Financial Planning
Colby College 2003 — 2007
Bachelor of Arts (B.A.), Government and Philosophy
University College London, U. of London 2006 — 2006
Government and Philosophy
Middlesex School 1999 — 2003
Brown Advisory June 2015 - Present
Highmount Capital November 2012 - June 2015
Invesco 2006 - 2012
Skills
Portfolio Management
Education
Boston College 1996 — 1999
Master of Arts (M.A.), Developmental and Child Psychology
Bentley University 1988 — 1992
South Mall LLC February 2014 - Present
Ritz Realty Corp January 2014 - Present
Business Today Investment Committee 2011 - Present
Highmount Capital July 2013 - August 2013
Skills
Portfolio Management, Security Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, R, Bloomberg
Education
Princeton University 2010 — 2015
Bachelor of Arts (BA), Political Theory
The Roxbury Latin School 2004 — 2010
Graduated Cum Laude