Hillview Capital Advisors, LLC
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Hillview Capital Advisors, LLC Employees
Employee
Years
Job
Industry
Elizabeth Hugo Elizabeth Hugo's Hillview Capital Advisors, LLC Experience June 2010 - August 2010
Job Area Sales Manager at Audi of America
Industry Automotive
Experience
Audi of America November 2014 - Present
Audi of America September 2011 - Present
Volkswagen March 2011 - September 2011
Hillview Capital Advisors, LLC June 2010 - August 2010
Market Share Development, Inc. June 2007 - August 2007
Skills
Team Leadership, Microsoft Office, Team Building, Social Media, Microsoft Excel, Data Analysis, Marketing Strategy, PowerPoint, Social Media Marketing, Marketing, Market Research, Competitive Analysis, Management, Strategic Planning, Sales
Education
Penn State University 2006 — 2010
Bachelor of Science, Marketing
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.), MBA@UNC
Penn State University 2006 — 2010
Bachelor of the Arts, Advertising
Albert-Ludwigs-Universität Freiburg im Breisgau
Audi of America November 2014 - Present
Audi of America September 2011 - Present
Volkswagen March 2011 - September 2011
Hillview Capital Advisors, LLC June 2010 - August 2010
Market Share Development, Inc. June 2007 - August 2007
Skills
Team Leadership, Microsoft Office, Team Building, Social Media, Microsoft Excel, Data Analysis, Marketing Strategy, PowerPoint, Social Media Marketing, Marketing, Market Research, Competitive Analysis, Management, Strategic Planning, Sales
Education
Penn State University 2006 — 2010
Bachelor of Science, Marketing
University of North Carolina at Chapel Hill
Master of Business Administration (M.B.A.), MBA@UNC
Penn State University 2006 — 2010
Bachelor of the Arts, Advertising
Albert-Ludwigs-Universität Freiburg im Breisgau
Roxanne Oliver Roxanne Oliver's Hillview Capital Advisors, LLC Experience April 2013 - September 2013
Job Research and Insights Analyst
Industry Executive Office
Experience
VaynerMedia October 2014 - Present
We Are Social September 2013 - September 2014
Hillview Capital Advisors, LLC April 2013 - September 2013
Hillview Capital Advisors, LLC June 2012 - March 2013
Flightpath May 2011 - May 2012
Excel Electrical Group, Inc. January 2006 - April 2011
Skills
Editing, Social Media, Public Relations, Event Planning, Microsoft Office, Social Media Marketing, Marketing Strategy, Microsoft Excel, Research, Facebook, Social Networking
Education
Florida Atlantic University
Bachelor of Arts (BA), Art History
VaynerMedia October 2014 - Present
We Are Social September 2013 - September 2014
Hillview Capital Advisors, LLC April 2013 - September 2013
Hillview Capital Advisors, LLC June 2012 - March 2013
Flightpath May 2011 - May 2012
Excel Electrical Group, Inc. January 2006 - April 2011
Skills
Editing, Social Media, Public Relations, Event Planning, Microsoft Office, Social Media Marketing, Marketing Strategy, Microsoft Excel, Research, Facebook, Social Networking
Education
Florida Atlantic University
Bachelor of Arts (BA), Art History
Juliana Kwan Juliana Kwan's Hillview Capital Advisors, LLC Experience May 2012 - August 2012
Job Deal Advisory Associate at KPMG LLP
Industry Financial Services
Experience
KPMG US August 2014 - Present
University of Michigan September 2013 - December 2013
KPMG US June 2013 - August 2013
Hillview Capital Advisors, LLC May 2012 - August 2012
University of Michigan September 2011 - April 2012
Ford Foundation June 2011 - September 2011
Pencils of Promise April 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Data Analysis, Event Planning, Microsoft Excel, Business Development, Marketing, Teamwork, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Bachelor in Business Administration
Bronx High School of Science 2006 — 2010
KPMG US August 2014 - Present
University of Michigan September 2013 - December 2013
KPMG US June 2013 - August 2013
Hillview Capital Advisors, LLC May 2012 - August 2012
University of Michigan September 2011 - April 2012
Ford Foundation June 2011 - September 2011
Pencils of Promise April 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Research, Microsoft Word, Social Media, Data Analysis, Event Planning, Microsoft Excel, Business Development, Marketing, Teamwork, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Bachelor in Business Administration
Bronx High School of Science 2006 — 2010
Megan DiPasquale, MBA Megan DiPasquale, MBA's Hillview Capital Advisors, LLC Experience August 2012 - July 2013
Job Accounting and Operations Manager at Quirk Books
Industry Financial Services
Experience
Quirk Books July 2013 - Present
Hillview Capital Advisors, LLC August 2012 - July 2013
Hillview Capital Advisors, LLC February 2009 - July 2012
Independent Hardware, Inc June 2007 - February 2009
Skills
Strategic Planning, Access, Microsoft Excel, Asset Allocation, Portfolio Management, Analysis, Financial Analysis, Leadership
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA
State University of New York College at Plattsburgh 2003 — 2007
BA, Mathematics
Quirk Books July 2013 - Present
Hillview Capital Advisors, LLC August 2012 - July 2013
Hillview Capital Advisors, LLC February 2009 - July 2012
Independent Hardware, Inc June 2007 - February 2009
Skills
Strategic Planning, Access, Microsoft Excel, Asset Allocation, Portfolio Management, Analysis, Financial Analysis, Leadership
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA
State University of New York College at Plattsburgh 2003 — 2007
BA, Mathematics
Jonathan Hoffer Jonathan Hoffer's Hillview Capital Advisors, LLC Experience September 2014 - May 2015
Job Graduate Student in Economics at New York University
Industry
Experience
S&P Dow Jones Indices June 2015 - August 2015
Hillview Capital Advisors, LLC September 2014 - May 2015
Wolfson Group June 2014 - July 2014
Ascend Global Investments: LRK Collection September 2013 - May 2014
Starbucks June 2013 - October 2013
MetLife February 2013 - March 2013
Strategic Communications Center September 2012 - December 2012
Starbucks February 2011 - August 2011
Camp Charles Pearlstein June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, CRM, Bloomberg, PerTrac, Microsoft Outlook, Stata, FactSet
Education
New York University
Master's Degree, Economics, 3.80
New York University 2011 — 2015
Bachelor’s Degree, Economics, Magna Cum Laude, 3.84
Desert Mountain High School 2007 — 2011
High School, 4.285
S&P Dow Jones Indices June 2015 - August 2015
Hillview Capital Advisors, LLC September 2014 - May 2015
Wolfson Group June 2014 - July 2014
Ascend Global Investments: LRK Collection September 2013 - May 2014
Starbucks June 2013 - October 2013
MetLife February 2013 - March 2013
Strategic Communications Center September 2012 - December 2012
Starbucks February 2011 - August 2011
Camp Charles Pearlstein June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, CRM, Bloomberg, PerTrac, Microsoft Outlook, Stata, FactSet
Education
New York University
Master's Degree, Economics, 3.80
New York University 2011 — 2015
Bachelor’s Degree, Economics, Magna Cum Laude, 3.84
Desert Mountain High School 2007 — 2011
High School, 4.285
Alexander Subhiyah Alexander Subhiyah's Hillview Capital Advisors, LLC Experience June 2014 - August 2014
Job Inside Sales Executive at Shoptiques.com
Industry Financial Services
Experience
Shoptiques.com September 2015 - Present
Hillview Capital Advisors, LLC June 2014 - August 2014
Infragov, LLC June 2013 - September 2013
Kildare Capital, Inc August 2013 - August 2013
McGill University September 2010 - December 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Reporting, Analysis, Social Media, Public Speaking, Event Planning, Teamwork, Leadership
Education
McGill University 2010 — 2015
Bachelor's Degree, Economics
Harriton High School 2007 — 2010
High School
Shoptiques.com September 2015 - Present
Hillview Capital Advisors, LLC June 2014 - August 2014
Infragov, LLC June 2013 - September 2013
Kildare Capital, Inc August 2013 - August 2013
McGill University September 2010 - December 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Financial Reporting, Analysis, Social Media, Public Speaking, Event Planning, Teamwork, Leadership
Education
McGill University 2010 — 2015
Bachelor's Degree, Economics
Harriton High School 2007 — 2010
High School
Danielle White Danielle White's Hillview Capital Advisors, LLC Experience June 2011 - Present
Job Vice President at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC June 2011 - Present
Davy September 2010 - July 2011
Hillview Capital June 2009 - August 2009
UBS Wealth Management June 2008 - September 2008
Citi June 2007 - September 2007
Education
Trinity College Dublin 2009 — 2010
Masters, Finance
Trinity College Dublin 2005 — 2009
Business Studies and French
ESCP Europe 2007 — 2008
Hillview Capital Advisors, LLC June 2011 - Present
Davy September 2010 - July 2011
Hillview Capital June 2009 - August 2009
UBS Wealth Management June 2008 - September 2008
Citi June 2007 - September 2007
Education
Trinity College Dublin 2009 — 2010
Masters, Finance
Trinity College Dublin 2005 — 2009
Business Studies and French
ESCP Europe 2007 — 2008
Jack Yip Jack Yip's Hillview Capital Advisors, LLC Experience June 2013 - August 2013
Job Associate at Optimity Advisors
Industry Financial Services
Experience
Optimity Advisors July 2014 - Present
Hillview Capital Advisors, LLC June 2013 - August 2013
LuRu Home February 2012 - May 2012
IFG Trade December 2011 - February 2012
NYC Department of Parks and Recreation Citywide Aquatics June 2011 - September 2011
Skills
Financial Modeling, Mandarin, Microsoft Excel, PowerPoint, Data Analysis, Market Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science, Finance and International Business
East China Normal University 2012 — 2012
University of New South Wales 2012 — 2012
Optimity Advisors July 2014 - Present
Hillview Capital Advisors, LLC June 2013 - August 2013
LuRu Home February 2012 - May 2012
IFG Trade December 2011 - February 2012
NYC Department of Parks and Recreation Citywide Aquatics June 2011 - September 2011
Skills
Financial Modeling, Mandarin, Microsoft Excel, PowerPoint, Data Analysis, Market Research
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science, Finance and International Business
East China Normal University 2012 — 2012
University of New South Wales 2012 — 2012
Christina Fierro's Hillview Capital Advisors, LLC Experience January 2015 - Present
Job Marketing Associate at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC January 2015 - Present
Hillview Capital Advisors, LLC August 2012 - December 2014
Bloomingdale's February 2012 - May 2012
Customer Centric Corp - Suddenlee April 2011 - February 2012
Envision Retailing LLC Consulting January 2011 - July 2011
AOL September 2010 - April 2011
The Huffington Post May 2010 - August 2010
Forbes.com January 2010 - April 2010
Barclays June 2008 - August 2008
Hepburn Robertson Axelrod & White, LLP June 2007 - August 2007
Skills
Social Media Marketing, Facebook, Social Media, Microsoft Office, Wordpress, Photoshop, SEO, Writing, Journalism, Editing, Blogging, Customer Service, Personal Shopping, Social Networking, Public Relations, Advertising, Google Analytics, Final Cut Pro, SAS, Pivot Tables, Press Releases, Vendor Relationships, Trend Analysis, Consulting, Economic Research, Financial Reporting, Financial Analysis, Account Reconciliation, Customer Engagement, Customer Insight
Education
New York University 2009 — 2010
M.A., Business & Economic Reporting
University of Delaware 2005 — 2009
B.S., Economics
Ursuline Academy 2001 — 2005
Hillview Capital Advisors, LLC January 2015 - Present
Hillview Capital Advisors, LLC August 2012 - December 2014
Bloomingdale's February 2012 - May 2012
Customer Centric Corp - Suddenlee April 2011 - February 2012
Envision Retailing LLC Consulting January 2011 - July 2011
AOL September 2010 - April 2011
The Huffington Post May 2010 - August 2010
Forbes.com January 2010 - April 2010
Barclays June 2008 - August 2008
Hepburn Robertson Axelrod & White, LLP June 2007 - August 2007
Skills
Social Media Marketing, Facebook, Social Media, Microsoft Office, Wordpress, Photoshop, SEO, Writing, Journalism, Editing, Blogging, Customer Service, Personal Shopping, Social Networking, Public Relations, Advertising, Google Analytics, Final Cut Pro, SAS, Pivot Tables, Press Releases, Vendor Relationships, Trend Analysis, Consulting, Economic Research, Financial Reporting, Financial Analysis, Account Reconciliation, Customer Engagement, Customer Insight
Education
New York University 2009 — 2010
M.A., Business & Economic Reporting
University of Delaware 2005 — 2009
B.S., Economics
Ursuline Academy 2001 — 2005
Hao Li, CFA Hao Li, CFA's Hillview Capital Advisors, LLC Experience May 2012 - Present
Job Investment Analyst at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC May 2012 - Present
Shanghai Pudong Development Bank July 2008 - May 2010
Skills
Portfolio Management, Bloomberg Terminal, VBA, Valuation, Investment Research, Matlab, R, Excel, Greater China, Asset Allocation, Real Estate, PerTrac, Access
Education
New York University
Certificate, Real Estate Investing and Financing
The George Washington University - School of Business 2010 — 2012
Master of Science in Finance, Finance, 3.9
Fudan University 2004 — 2008
Bachelor of Science, Biology/Biological Sciences, General
Fudan University 2006 — 2008
Minor, Economics, 3.6
Hillview Capital Advisors, LLC May 2012 - Present
Shanghai Pudong Development Bank July 2008 - May 2010
Skills
Portfolio Management, Bloomberg Terminal, VBA, Valuation, Investment Research, Matlab, R, Excel, Greater China, Asset Allocation, Real Estate, PerTrac, Access
Education
New York University
Certificate, Real Estate Investing and Financing
The George Washington University - School of Business 2010 — 2012
Master of Science in Finance, Finance, 3.9
Fudan University 2004 — 2008
Bachelor of Science, Biology/Biological Sciences, General
Fudan University 2006 — 2008
Minor, Economics, 3.6
Linwan Ran's Hillview Capital Advisors, LLC Experience May 2012 - August 2012
Job Investment Banking Analyst at HSBC
Industry Financial Services
Experience
HSBC Global Banking and Markets November 2014 - Present
PwC October 2013 - October 2014
Hillview Capital Advisors, LLC May 2012 - August 2012
UBS AG September 2011 - December 2011
Citi June 2011 - July 2011
First Source Federal Credit Union July 2010 - August 2010
Skills
Stata, Mandarin, Chinese, Statistics, Data Analysis, Research, Tutoring, Economics, PowerPoint, Microsoft Excel, Analysis, Cantonese, Japanese, Final Cut Pro, Microsoft CRM, Teaching, Higher Education, Access, Public Speaking, Microsoft Word, Financial Modeling, Investments
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Economics
Yale University 2010 — 2010
Summer School, Economics
HSBC Global Banking and Markets November 2014 - Present
PwC October 2013 - October 2014
Hillview Capital Advisors, LLC May 2012 - August 2012
UBS AG September 2011 - December 2011
Citi June 2011 - July 2011
First Source Federal Credit Union July 2010 - August 2010
Skills
Stata, Mandarin, Chinese, Statistics, Data Analysis, Research, Tutoring, Economics, PowerPoint, Microsoft Excel, Analysis, Cantonese, Japanese, Final Cut Pro, Microsoft CRM, Teaching, Higher Education, Access, Public Speaking, Microsoft Word, Financial Modeling, Investments
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Economics
Yale University 2010 — 2010
Summer School, Economics
Emily Robertson, CRM Emily Robertson, CRM's Hillview Capital Advisors, LLC Experience December 2007 - March 2011
Job Executive Vice President at ARMA Connecticut
Industry Insurance
Experience
Wilton Re July 2014 - Present
ARMA Connecticut July 2014 - Present
ARMA Connecticut May 2012 - July 2014
Performance Equity Management, LLC March 2011 - July 2014
Hillview Capital Advisors, LLC December 2007 - March 2011
Skills
Due Diligence, Research, Microsoft Excel, Editing, Microsoft Office, Outlook, Process Modeling, Business Continuity..., ImageNow, Event Management, Strategic Planning, Document Management, Leadership, Project Management, SharePoint, Records Management
Education
Quinnipiac University 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2002 — 2007
Bachelor of Arts (B.A.), Journalism
Amity High School 1997 — 2002
Wilton Re July 2014 - Present
ARMA Connecticut July 2014 - Present
ARMA Connecticut May 2012 - July 2014
Performance Equity Management, LLC March 2011 - July 2014
Hillview Capital Advisors, LLC December 2007 - March 2011
Skills
Due Diligence, Research, Microsoft Excel, Editing, Microsoft Office, Outlook, Process Modeling, Business Continuity..., ImageNow, Event Management, Strategic Planning, Document Management, Leadership, Project Management, SharePoint, Records Management
Education
Quinnipiac University 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2002 — 2007
Bachelor of Arts (B.A.), Journalism
Amity High School 1997 — 2002
Brendan Loftus's Hillview Capital Advisors, LLC Experience January 2014 - June 2014
Job Analyst at Atrato Advisors LLC
Industry Investment Management
Experience
Atrato Advisors LLC June 2014 - Present
Hillview Capital Advisors, LLC January 2014 - June 2014
Old City Investment Partners June 2013 - December 2013
ICG Advisors, LLC July 2012 - August 2012
Skills
Alternative Investments, Hedge Funds, Due Diligence
Education
New York University 2010 — 2014
Bachelor of Music (BM), Jazz Studies
Chadwick School 2006 — 2010
Atrato Advisors LLC June 2014 - Present
Hillview Capital Advisors, LLC January 2014 - June 2014
Old City Investment Partners June 2013 - December 2013
ICG Advisors, LLC July 2012 - August 2012
Skills
Alternative Investments, Hedge Funds, Due Diligence
Education
New York University 2010 — 2014
Bachelor of Music (BM), Jazz Studies
Chadwick School 2006 — 2010
Kevin Burkhart Kevin Burkhart's Hillview Capital Advisors, LLC Experience May 2013 - August 2013
Job
Industry Financial Services
Experience
Hillview Capital Advisors, LLC May 2013 - August 2013
Redkite, LLC May 2012 - August 2012
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA)
Jackson High School 2006 — 2010
Hillview Capital Advisors, LLC May 2013 - August 2013
Redkite, LLC May 2012 - August 2012
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA)
Jackson High School 2006 — 2010
Bill Rechter's Hillview Capital Advisors, LLC Experience 2001 - 2003
Job Senior Vice President at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management November 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Skills
Asset Management
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance
Fred Alger Management November 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Skills
Asset Management
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance
Roxanne Ozoude's Hillview Capital Advisors, LLC Experience July 2012 - March 2015
Job Founder at Ijeoma Consulting, LLC
Industry Financial Services
Experience
Ijeoma Consulting, LLC April 2015 - Present
Lois London, Inc. January 2015 - Present
Wealth & Giving Forum April 2013 - Present
Friends of Karen May 2012 - Present
The Child Center of NY November 2011 - April 2015
Hillview Capital Advisors, LLC July 2012 - March 2015
Hillview Capital Advisors January 2008 - July 2012
Hillview Capital Advisors, LLC January 2004 - December 2007
Waterford Partners, LLC 2000 - 2003
Skills
Alternative Investments, Investments, Asset Management, Portfolio Management, Hedge Funds, Asset Allocation, Investment Management, Financial Reporting, Asset Managment, Wealth Management, Investment Strategies
Education
State University of New York at Binghamton 1998 — 2000
Bachelor of Arts, Economics
Cornell University 1996 — 1998
Ijeoma Consulting, LLC April 2015 - Present
Lois London, Inc. January 2015 - Present
Wealth & Giving Forum April 2013 - Present
Friends of Karen May 2012 - Present
The Child Center of NY November 2011 - April 2015
Hillview Capital Advisors, LLC July 2012 - March 2015
Hillview Capital Advisors January 2008 - July 2012
Hillview Capital Advisors, LLC January 2004 - December 2007
Waterford Partners, LLC 2000 - 2003
Skills
Alternative Investments, Investments, Asset Management, Portfolio Management, Hedge Funds, Asset Allocation, Investment Management, Financial Reporting, Asset Managment, Wealth Management, Investment Strategies
Education
State University of New York at Binghamton 1998 — 2000
Bachelor of Arts, Economics
Cornell University 1996 — 1998
David Spungen's Hillview Capital Advisors, LLC Experience January 1999 - Present
Job CEO at Hillview Capital Advisors, LLC
Industry Investment Management
Experience
Hillview Capital Advisors, LLC January 1999 - Present
CMS Companies 1988 - 1999
Skills
Alternative Investments, Wealth Management, Investments, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Investment Advisory, Asset Management, Portfolio Management, Due Diligence, Private Equity, Strategic Financial..., Equities, Fund Of Funds, Investor Relations, Emerging Markets, Venture Capital
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Hillview Capital Advisors, LLC January 1999 - Present
CMS Companies 1988 - 1999
Skills
Alternative Investments, Wealth Management, Investments, Hedge Funds, Asset Allocation, Investment Management, Investment Strategies, Investment Advisory, Asset Management, Portfolio Management, Due Diligence, Private Equity, Strategic Financial..., Equities, Fund Of Funds, Investor Relations, Emerging Markets, Venture Capital
Education
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Tom Frank's Hillview Capital Advisors, LLC Experience March 2004 - December 2005
Job Assistant Vice President, Investment Services at Bryn Mawr Trust Wealth Management
Industry Financial Services
Experience
Bryn Mawr Trust Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Hillview Capital Advisors 2006 - 2010
Hillview Capital Advisors, LLC March 2004 - December 2005
Morgan Stanley Investment Management May 1997 - March 2004
SEI 1993 - 1997
Skills
Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Portfolio Management, Securities, Investments, Financial Services, Equities, Fund Of Funds, Relationship Management, Middle Office, ETFs, Trading, Fund Administration
Education
Cabrini College 1989 — 1993
Bachelor of Science (BS), Accounting
Bryn Mawr Trust Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Hillview Capital Advisors 2006 - 2010
Hillview Capital Advisors, LLC March 2004 - December 2005
Morgan Stanley Investment Management May 1997 - March 2004
SEI 1993 - 1997
Skills
Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Portfolio Management, Securities, Investments, Financial Services, Equities, Fund Of Funds, Relationship Management, Middle Office, ETFs, Trading, Fund Administration
Education
Cabrini College 1989 — 1993
Bachelor of Science (BS), Accounting
Sander Doucette, CFA's Hillview Capital Advisors, LLC Experience January 2015 - Present
Job Director, Investment Research at Hillview Capital Advisors, LLC
Industry Investment Management
Experience
Hillview Capital Advisors, LLC January 2015 - Present
Hillview Capital Advisors, LLC July 2012 - January 2015
Hillview Capital Advisors, LLC October 2009 - July 2012
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Economics, Value Investing, Asset Management, Bloomberg, Investment Management, Due Diligence, Mutual Funds, Separate Accounts
Education
Hamilton College 2005 — 2009
BA, Economics, Physics
St. George's School 2001 — 2005
High School
Hillview Capital Advisors, LLC January 2015 - Present
Hillview Capital Advisors, LLC July 2012 - January 2015
Hillview Capital Advisors, LLC October 2009 - July 2012
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Economics, Value Investing, Asset Management, Bloomberg, Investment Management, Due Diligence, Mutual Funds, Separate Accounts
Education
Hamilton College 2005 — 2009
BA, Economics, Physics
St. George's School 2001 — 2005
High School
WILLIAM RECHTER's Hillview Capital Advisors, LLC Experience 2001 - 2003
Job SENIOR VICE PRESIDENT at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Sperry Capital Management 1981 - 1985
Manufacturers Hanover Trust 1979 - 1981
United States Trust Company 1975 - 1979
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Investment Management, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Investments, ETFs, Separately Managed..., Series 63
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance & Investments
Fred Alger Management 2005 - Present
ING Investment Management 2003 - 2005
Hillview Capital Advisors, LLC 2001 - 2003
Cowen & Company December 1985 - March 2001
Sperry Capital Management 1981 - 1985
Manufacturers Hanover Trust 1979 - 1981
United States Trust Company 1975 - 1979
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Investment Management, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Investments, ETFs, Separately Managed..., Series 63
Education
New York University - Leonard N. Stern School of Business 1969 — 1971
MBA, Investments
Isenberg School of Management, UMass Amherst 1965 — 1969
BBA, Finance & Investments
Jonathan Hochberg's Hillview Capital Advisors, LLC Experience March 2005 - Present
Job President at Hillview Capital Advisors, LLC
Industry Investment Management
Experience
Hillview Capital Advisors, LLC March 2005 - Present
M.D. Sass Investors Services, Inc. 1993 - 2005
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The George Washington University 1981 — 1985
B.B.A., Accounting
Hillview Capital Advisors, LLC March 2005 - Present
M.D. Sass Investors Services, Inc. 1993 - 2005
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
The George Washington University 1981 — 1985
B.B.A., Accounting
Cathie Reese's Hillview Capital Advisors, LLC Experience August 2012 - Present
Job Chief Compliance Officer at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC August 2012 - Present
Nuveen Investments June 1989 - December 2011
Skills
Fiserv's APL; Microsoft...
Education
Philadelphia University
Bachelor of Science (B.S.), Finance, General
Hillview Capital Advisors, LLC August 2012 - Present
Nuveen Investments June 1989 - December 2011
Skills
Fiserv's APL; Microsoft...
Education
Philadelphia University
Bachelor of Science (B.S.), Finance, General
Ning Ma's Hillview Capital Advisors, LLC Experience September 2012 - December 2012
Job Senior Credit Risk Analyst at Commonwealth Bank
Industry Financial Services
Experience
Commonwealth Bank January 2015 - Present
Regions Financial Corporation June 2013 - December 2014
Hillview Capital Advisors, LLC September 2012 - December 2012
Guthy-Renker June 2011 - August 2011
Modern Realty and Management Corp. September 2010 - April 2011
Industrial and Commercial Bank of China August 2009 - September 2009
Huaxia Bank, China July 2009 - August 2009
Jet Set Sports March 2008 - August 2008
Skills
CFA, C, R, Statistics, Data Analysis, PowerPoint, SAS, Research, Financial Modeling, Economics, Teamwork, Outlook, SQL, Access, Microsoft Excel, VBA, Bloomberg Terminal, Time Series Analysis, Risk Management, Options, Investments, Quantitative Analytics, Finance, Hedge Funds, Quantitative Finance, Financial Risk, Derivatives, Bloomberg, Fixed Income, Portfolio Management, Financial Analysis
Education
State University of New York 2010 — 2012
Master, Quantitative Finance, GPA 3.9
University of Science and Technology Beijing 2006 — 2010
Bachelor, Financial Engineering, GPA 3.9
Commonwealth Bank January 2015 - Present
Regions Financial Corporation June 2013 - December 2014
Hillview Capital Advisors, LLC September 2012 - December 2012
Guthy-Renker June 2011 - August 2011
Modern Realty and Management Corp. September 2010 - April 2011
Industrial and Commercial Bank of China August 2009 - September 2009
Huaxia Bank, China July 2009 - August 2009
Jet Set Sports March 2008 - August 2008
Skills
CFA, C, R, Statistics, Data Analysis, PowerPoint, SAS, Research, Financial Modeling, Economics, Teamwork, Outlook, SQL, Access, Microsoft Excel, VBA, Bloomberg Terminal, Time Series Analysis, Risk Management, Options, Investments, Quantitative Analytics, Finance, Hedge Funds, Quantitative Finance, Financial Risk, Derivatives, Bloomberg, Fixed Income, Portfolio Management, Financial Analysis
Education
State University of New York 2010 — 2012
Master, Quantitative Finance, GPA 3.9
University of Science and Technology Beijing 2006 — 2010
Bachelor, Financial Engineering, GPA 3.9
Grace Wagner's Hillview Capital Advisors, LLC Experience July 2014 - Present
Job Client Portfolio Associate at Hillview Capital Advisors, LLC
Industry Financial Services
Experience
Hillview Capital Advisors, LLC July 2014 - Present
McDermott Advisory Group, LLC July 2011 - July 2014
Bishop & Associates May 2010 - August 2010
Glenmede May 2009 - August 2009
Skills
Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Social Media, Public Speaking, Sales, Microsoft Office, Fixed Income, Managerial Finance, Investments, Small Business, Data Analysis, Marketing, Bloomberg, Training
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Hillview Capital Advisors, LLC July 2014 - Present
McDermott Advisory Group, LLC July 2011 - July 2014
Bishop & Associates May 2010 - August 2010
Glenmede May 2009 - August 2009
Skills
Management, Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Social Media, Public Speaking, Sales, Microsoft Office, Fixed Income, Managerial Finance, Investments, Small Business, Data Analysis, Marketing, Bloomberg, Training
Education
University of Delaware 2007 — 2011
Bachelor of Science, Finance
Catherine Vargas's Hillview Capital Advisors, LLC Experience March 2013 - June 2014
Job Executive Assistant at World Class Capital Group
Industry Investment Management
Experience
World Class Capital Group June 2014 - Present
Hillview Capital Advisors, LLC March 2013 - June 2014
U.S. Department of Commerce: Patent & Trademark Office October 2010 - August 2012
U.S. Department of Treasury, Domestic Finance May 2010 - October 2010
Skills
Spanish, Editing, Research, English grammar, Marketing Event Planning, Event Management, Microsoft CRM, Microsoft Office, Social Media
Education
Georgetown University
Bachelor of Science (B.S.), Sociology
Horace Mann
World Class Capital Group June 2014 - Present
Hillview Capital Advisors, LLC March 2013 - June 2014
U.S. Department of Commerce: Patent & Trademark Office October 2010 - August 2012
U.S. Department of Treasury, Domestic Finance May 2010 - October 2010
Skills
Spanish, Editing, Research, English grammar, Marketing Event Planning, Event Management, Microsoft CRM, Microsoft Office, Social Media
Education
Georgetown University
Bachelor of Science (B.S.), Sociology
Horace Mann
Gina Moller's Hillview Capital Advisors, LLC Experience 2000 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Hillview Capital Advisors, LLC 2000 - 2006
Navigant Consulting June 1998 - March 2000
Skills
Financial oversight
Education
Bentley University 1995 — 1998
Master's of Taxation
Northeastern University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
Hillview Capital Advisors, LLC 2000 - 2006
Navigant Consulting June 1998 - March 2000
Skills
Financial oversight
Education
Bentley University 1995 — 1998
Master's of Taxation
Northeastern University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management