Hoefer & Arnett, Inc.

Description

Address: 222 S Riverside Plaza # 7, Chicago, IL 60606 Phone: (312) 655-3000Place name: Category: Website: : : : : : : Hours: Category: Banking and Finance 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 Howe Barnes Hoefer & Arnette Posting publicly on the Web Write a review Reviews Be the first to review

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Hoefer & Arnett, Inc. Employees

Employee
Years
Job
Industry
Jeff Liubicich Jeff Liubicich San Francisco, California Details
Jeff Liubicich's Hoefer & Arnett, Inc. Experience June 2003 - February 2006
Job Operations Specialist at JMP Group
Industry Financial Services
Experience
JMP Group  June 2014 - Present
De La Rosa & Co.   March 2013 - April 2014
ThinkEquity LLC  February 2006 - November 2012
Hoefer & Arnett, Inc.   June 2003 - February 2006
Banc of America Securities  June 2000 - June 2003
Nationsbanc Montgomery Securities  February 1996 - June 2000
Bank of America  August 1985 - February 1996

Skills
Equities, Hedge Funds, Securities, Series 7, Capital Markets, Fixed Income, Trading, Investments, Portfolio Management, Asset Managment, Alternative Investments, Trading Systems, Middle Office, Bloomberg, Mutual Funds, Series 24, Series 63, Investment Banking, Financial Modeling, Valuation

Education
Baruch College
Bachelor of Business Administration (B.B.A.), Economics & Finance

Bernard M Baruch College
Economics and Finance

Lionel Shaw Lionel Shaw San Francisco Bay Area Details
Lionel Shaw's Hoefer & Arnett, Inc. Experience January 1998 - 2001
Job Registered Principal, CWS, Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2012 - Present
Wells Fargo Advisors  June 2011 - October 2012
First Allied Securities  March 2004 - July 2011
Wells Fargo Advisors  2001 - 2004
Hoefer & Arnett, Inc.   January 1998 - 2001
JP Morgan  1997 - 1998

Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1995 — 1997
MBA, Finance

Occidental College   1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence

Jean-Luc Servat Jean-Luc Servat San Francisco Bay Area Details
Jean-Luc Servat's Hoefer & Arnett, Inc. Experience February 1998 - July 2000
Job Principal at Panoramic Capital Advisors
Industry Investment Banking
Experience
Panoramic Capital Advisors   February 2013 - Present
Stifel Financial Corp.  June 2011 - February 2013
RBC Capital Markets  2003 - 2011
Swiss Re  September 2001 - September 2003
Merrill Lynch  July 2000 - September 2001
Hoefer & Arnett, Inc.   February 1998 - July 2000
Hoefer & Arnett, Inc.   1998 - 2000
Alex Brown & Sons Inc.   September 1994 - February 1998
Del Monte Foods  September 1990 - September 1994
Merrill Lynch  January 1985 - September 1994

Skills
Equities, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Capital Markets, Management, Investment Banking, Investments, Corporate Finance, Portfolio Management, Finance, Commercial Lending, Commercial Banking, Fixed Income, Hedge Funds, Financial Structuring, Structured Finance, Securities, Equity Research, Alternative Investments, LBO, Bloomberg, Emerging Markets, Restructuring, Corporate Governance, Banking, Strategy, Financial Institutions, Loans, Private Placements, Equity Capital Markets, Leveraged Finance, IPO, Venture Capital, Corporate Development, Due Diligence, Bonds, Equity Valuation, Investor Relations, M&A experience, Derivatives, Financial Markets, DCF, Asset Management, Business Valuation

Education
Harvard Business School   1977 — 1979
Master of Business Administration (M.B.A.), Honors

London Business School   1976 — 1977
International Management Program (HEC/LBS/NYU Stern), Banking, Corporate, Finance, and Securities Law

HEC School of Management   1973 — 1977
International Management Program (LBS/NYU), Finance/ Emerging Markets, Rank: 45

John Thomas Cavender John Thomas Cavender San Francisco, California Details
John Thomas Cavender's Hoefer & Arnett, Inc. Experience October 2000 - August 2006
Job Senior Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  April 2011 - Present
Howe Barnes Hoefer & Arnett  August 2006 - April 2011
Hoefer & Arnett, Inc.   October 2000 - August 2006
Equifax Inc.  July 1988 - May 1999

Skills
Financial Analysis, Banking, Portfolio Management, Capital Markets, Investment Banking, Asset Management, Mergers & Acquisitions

Education
UC Berkeley   1992 — 1995
Master of Business Administration (M.B.A.)

UC Santa Cruz   1983 — 1987
Bachelor's degrees, Economics and Literature (double major)

Julie Mitrani Julie Mitrani Greater Los Angeles Area Details
Julie Mitrani's Hoefer & Arnett, Inc. Experience February 1998 - February 2003
Job
Industry Nonprofit Organization Management
Experience
j. the Jewish news weekly of Northern California  August 2009 - Present
Home  March 2009 - Present
Southern NCSY   April 2013 - July 2014
San Francisco Jewish Community Federation   May 2000 - December 2009
Teleosis   January 2005 - July 2009
Jewish Milestones   February 2007 - December 2008
Silicon Valley Fine Books   January 1995 - July 2007
Hoefer & Arnett, Inc.   February 1998 - February 2003

Skills
Editing, Social Media, Research, Microsoft Excel, Event Planning, Journalism, Public Relations, Problem Solving, Microsoft Office, Nonprofits, Access, Social Networking, Databases, Academia, Copywriting, Blogging, Content Strategy, Program Development, Press Releases, Event Management, Copy Editing, Youth Mentoring, Newsletters, Fundraising

Education
Acupressure Institute   1992 — 1996
Certificate of 350 hours, Traditional Chinese Medicine and Chinese Herbology

California State University-Chico   1986 — 1991
BA, Psychology

JW North High   1982 — 1986
High School Diploma, Regular/General High School/Secondary Diploma Program

Lou Feldman Lou Feldman Portland, Oregon Area Details
Lou Feldman's Hoefer & Arnett, Inc. Experience 2000 - 2006
Job Senior Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  April 2010 - Present
Wells Capital Management  October 2007 - April 2010
Hoefer & Arnett, Inc.   2000 - 2006
Red Chip Review   1998 - 2000
First Trust Advisors/Nike Securities   March 1994 - July 1997
Olde Discount  1992 - 1992

Skills
Investments, Financial Analysis, Equities, Research, Portfolio Management, Asset Managment, Hedge Funds, Equity Research, Valuation, Financial Modeling, Fixed Income, Bloomberg, Risk Management, Mergers, Capital Markets, Mutual Funds, Wealth Management, Corporate Finance, Due Diligence, Equity Valuation, Credit, Business Strategy, Asset Allocation, Investment Strategies, Finance, Banking, Alternative Investments, Asset Management

Education
The Pennsylvania State University   1989 — 1991
MBA, Finance

Cornell College   1983 — 1987
BSS, Ecnonomics, Music

Bell School, Locust Jr. High, New Trier   1970 — 1983

C. Matthew Allen C. Matthew Allen Newport Beach, California Details
C. Matthew Allen's Hoefer & Arnett, Inc. Experience 2000 - 2006
Job Managing Director at Western Financial Corporation
Industry Investment Banking
Experience
Western Financial Corporation   June 2013 - Present
Houlihan Lokey  January 2013 - May 2013
Milestone Advisors  August 2006 - December 2012
Hoefer & Arnett, Inc.   2000 - 2006
Hovde Financial  1996 - 2000

Skills
Mergers, Valuation, Banking, Equities, Strategy, Finance, Financial Structuring, Securities, Investment Banking, Private Equity, Capital Markets, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions

Education
The College of William and Mary - The Mason School of Business   1994 — 1996
MBA, Finance

Old Dominion University   1986 — 1989
BS, Biochemistry

Steve Didion Steve Didion San Francisco Bay Area Details
Steve Didion's Hoefer & Arnett, Inc. Experience August 2001 - August 2006
Job Portfolio Manager at JCSD Partners, LP
Industry Investment Management
Experience
Wilshire Bancorp   January 2014 - Present
Heartland Bank  January 2007 - Present
JCSD Partners, LP   January 2005 - Present
Endicott Management   December 2009 - January 2013
Hoefer & Arnett, Inc.   August 2001 - August 2006
Salomon Brothers Inc  August 1988 - August 1991

Skills
Investments, Portfolio Management, Equities, Investment Banking, Mutual Funds, Strategic Planning, Loans, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Fixed Income

Education
University of California, Berkeley   1984 — 1988
Bachelor of Arts (B.A.)

Robert Louis Stevenson School   1980 — 1984

Lisa Gallo Lisa Gallo San Francisco Bay Area Details
Lisa Gallo's Hoefer & Arnett, Inc. Experience June 1995 - November 2006
Job Wealth Management Associate at Summit Wealth
Industry Financial Services
Experience
Summit  October 2012 - July 2013
Wedbush Morgan Securities  November 2006 - October 2012
Hoefer & Arnett, Inc.   June 1995 - November 2006

Skills
Investments, Fixed Income, Trading, Options, Retirement Planning, Wealth Management, Portfolio Management, Series 63, Mutual Funds, Securities, Investment Advisory, Asset Management, Asset Allocation, Alternative Investments, Equities, Strategic Financial..., Investment Strategies, Series 65, Financial Analysis, Series 7

Education
University of California, Berkeley   2012 — 2014
Certified Financial Planner

California State University-Hayward - School of Business and Economics   1992 — 1995
BS, Business Admin/Finance

The American College

Daniel Meehan Daniel Meehan Greater St. Louis Area Details
Daniel Meehan's Hoefer & Arnett, Inc. Experience July 2004 - November 2005
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2005 - Present
Hoefer & Arnett, Inc.   July 2004 - November 2005
Fox-Pitt, Kelton  March 2001 - June 2004
Prudential Securities  July 2000 - March 2001
Prudential Securities  July 1996 - July 1998
State Street  June 1995 - June 1996

Skills
Securities, Equities, Investment Strategies, Financial Advisory

Education
University of South Carolina - Darla Moore School of Business   1998 — 2000
MBA, Finance

Fairfield University   1991 — 1995
BA, Economics

Dover-Sherborn Reg H.S.   1987 — 1991

Deborah Markus Deborah Markus Greater New York City Area Details
Deborah Markus's Hoefer & Arnett, Inc. Experience 1995 - 1995
Job Director of Business Development & Strategy at Kicking + Screening
Industry Financial Services
Experience
SPM, LLC.   January 2012 - Present
Kicking + Screening   February 2014 - Present
Columbus Advisors   January 2009 - Present
The Gerson Group   October 2005 - December 2008
Russell Reynolds Associates  April 2004 - October 2006
J.P. Morgan Asset Management   1997 - 2004
Montgomery Securities  1995 - 1997
Hoefer & Arnett, Inc.   1995 - 1995

Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Management, Fixed Income, Strategy, Financial Services, Equities, Mergers & Acquisitions, financial services..., career advising

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
MBA, Finance, Marketing

Binghamton University

Linda Billington Linda Billington Charlotte, North Carolina Area Details
Linda Billington's Hoefer & Arnett, Inc. Experience September 1995 - January 2006
Job Financial Services Professional
Industry Financial Services
Experience
Corelogic  September 2012 - Present
Bank of America/Rose International   June 2010 - March 2011
Morgan Stanley Smith Barney/Randstad   November 2008 - May 2010
Wachovia Securities, LLC  April 2006 - July 2008
Hoefer & Arnett, Inc.   September 1995 - January 2006
Bank of America  August 1991 - October 1994
Security Pacific/Bank of America   July 1989 - August 1991
Bateman Eichler Hill and Richards   August 1986 - February 1989
TRW Space and Defense Division   June 1981 - August 1982

Skills
Customer Service, Research, Microsoft Office, Trading Systems, BETA, BPS, IMPACT, BranchNet, Call Center, Switchboard, General Office Skills

Education
Central Piedmont Community College   2013 — 2013
Certification, Conventional Loan Processing

Belmont Abbey College   2011 — 2013
Criminal Justice (Bachelor of Arts), Criminal Justice/Law Enforcement Administration, Deans List

Warren R. Harwell Warren R. Harwell Greater New York City Area Details
Warren R. Harwell's Hoefer & Arnett, Inc. Experience 2002 - 2006
Job New Business Development/Institutional Equity Sales/Financial Services/Software/Social Media/Pharmaceutical/Biotech
Industry Financial Services
Experience
Android Computers, LLC.   January 2012 - Present
Greencrest Capital, LLC.   2011 - 2012
Private Family Office  2006 - 2011
Hoefer & Arnett, Inc.   2002 - 2006
Ryan Beck & Co.   1997 - 2001
Oppenheimer & Co.   1990 - 1996
Prudential Securities Inc.  1980 - 1990

Skills
Hedge Funds, Equities, Portfolio Management, Mutual Funds, Equity Research, Venture Capital, Banking, Investments, IPO, Fixed Income

Education
Baruch College, City University of New York (CUNY)
B.B.A., Finance Major

Sarath Boda Sarath Boda Greater Philadelphia Area Details
Sarath Boda's Hoefer & Arnett, Inc. Experience January 2002 - February 2003
Job VP at J P Morgan Chase & Co
Industry Financial Services
Experience
JPMorgan Chase & Co.   October 2014 - Present
J P Morgan Chase & Co   June 2013 - September 2014
JPMorgan Chase  March 2007 - June 2013
The Home Depot  March 2006 - February 2007
Hoefer & Arnett, Inc.   January 2002 - February 2003
Indian Info Systems   September 1996 - October 2001
Taj Hotels Resorts and Palaces  May 1994 - August 1995
TATA Micro Technology division   September 1992 - January 1994

Skills
Resource Management, Software Quality..., Test Planning, System Testing, Regression Testing, Manual Testing, Quality Center, Ab Initio, Unix, FileNet, Pega PRPC, IBM Tivoli, TSYS, Risk Management, Data Warehousing, Microsoft Technologies, Software Project..., Kaizen, Lotus Notes, Change Management, Traceability Matrix, Manufacturing..., Export Administration, Import Export, Microsoft SQL Server, Sun Certified Solaris..., Putty, Oracle, Oracle SQL Developer, SQL, JMS, SharePoint, SOA, Strategy, Requirements Analysis, Business Requirements, Visio, Release Management, Waterfall, Leadership, Business Analysis, PL/SQL, Test Management, IT Management, Business Process, Agile Methodologies, Functional..., Software Documentation, Cross-functional Team..., Business Impact Analysis

Education
Aptech School of Management   1995 — 1996
Techno MBA, PGDBTM

Nagarjuna University   1988 — 1992
Bachelor of Technology (B.Tech.), Mechanical Engineering

Kendriya Vidyalaya   1984 — 1988
High School