Hold Brothers Capital, LLC

Industry: Company

Description

Headquarters: Jersey City, NJ Founded: 1994 Subsidiaries: Tafferer Trading, Llc, Xerxes Holdings, LLC

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Hold Brothers Capital, LLC Employees

Employee
Years
Job
Industry
Chris Krug Chris Krug New York, New York Details
Chris Krug's Hold Brothers Capital, LLC Experience November 2014 - Present
Job Junior Trader at Hold Brothers Capital, LLC
Industry Higher Education
Experience
Hold Brothers Capital, LLC   November 2014 - Present
Kushner & Kushner, P.C.   May 2014 - November 2014
Clemson University  August 2009 - May 2014
Kushner & Kushner, P.C.   May 2012 - April 2014
Charlotte Bobcats  2010 - 2010

Skills
Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Marketing Strategy, Data Analysis, Teamwork, Microsoft Office, Customer Service

Education
Clemson University - College of Business and Behavioral Science   2009 — 2014
Business Management and Financial Management

Charlotte Country Day School   1996 — 2009
K-12

Robert A. Egan Robert A. Egan Greater New York City Area Details
Robert A. Egan's Hold Brothers Capital, LLC Experience 2005 - 2005
Job Managing Partner at Tobia & Hillyer Financial Services, LLC
Industry Financial Services
Experience
Tobia & Hillyer Financial Services, LLC   August 2011 - Present
New England Financial  December 2007 - August 2011
Franklin Hamilton, LLC   January 2006 - November 2007
Hold Brothers Capital, LLC   2005 - 2005
Smith Barney  January 2004 - June 2004

Skills
Finance, Financial Services, Estate Planning, Portfolio Management, Investment Advisory, Risk Management, Insurance, Wealth Management, Mergers & Acquisitions, Wealth Accumulation, Financial Advisory, Wealth Preservation..., Acquisitions, Equities, Financial Planning, Mergers, Strategic Financial...

Education
Seton Hall University   2001 — 2004
Bachelor of Science in Business Administration, Finance, Marketing

Bergen Catholic   1996 — 2000

Sherman Ephraim Sherman Ephraim Greater New York City Area Details
Sherman Ephraim's Hold Brothers Capital, LLC Experience November 2012 - June 2013
Job Wealth Advisor at AST Personal Wealth Solutions, LLC
Industry Investment Management
Experience
Hold Brothers Capital, LLC   November 2012 - June 2013
Kaufman Bros.  February 2010 - January 2012
Morgan Stanley  January 2008 - February 2010
AXA Advisors  January 2005 - January 2008

Skills
Portfolio Management, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Retirement Planning, Series 7, Series 66, Investments, Investment Management, Strategic Financial..., Rule 144, 10b5-1 Plans, Restricted Stock, Technical Analysis, Fundamental Analysis, Trading, Concentrated Stock..., Private Equity, Financial Advisory, Equities, Venture Capital, Financial Markets, Hedge Funds, Investment Banking, Finance, Options, Proprietary Trading, Alternative Investments, Mergers & Acquisitions, Equity Trading, Equity Research, Bloomberg, Securities, Risk Management, Series 63, Fixed Income, Investment Advisory, Wealth Management, Fund Of Funds, Mutual Funds, Hedging, ETFs, Stocks, Uniform Combined State..., Financial Planning

Education
ST BONAVENTURE UNIVERSITY   1994 — 1999
BS, BIOLOGY

David Noonan David Noonan Los Gatos, California Details
David Noonan's Hold Brothers Capital, LLC Experience August 2005 - May 2006
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade  March 2015 - Present
Self-employed  November 2013 - March 2015
Merrill Lynch  February 2008 - November 2013
Pension Planners Securities   September 2006 - October 2007
Hold Brothers Capital, LLC   August 2005 - May 2006
Citi  February 2004 - May 2005
UBS  June 2002 - February 2003

Skills
Risk Management, Investments, Portfolio Management, Equities, Options Strategies, Equity Trading, Technical Analysis, Proprietary Trading

Education
Loyola Marymount University   1997 — 2001
Bachelor's Degree, Finance

St. Francis High School   1993 — 1997

James Brooks Lacy James Brooks Lacy Saint Louis, Missouri Details
James Brooks Lacy's Hold Brothers Capital, LLC Experience 1997 - 2001
Job Vice President and Private Portfolio Manager
Industry Financial Services
Experience
Severin Investments LLC   April 2015 - Present
Kershner Trading Group  2009 - 2014
Assent LLC  2001 - 2009
Hold Brothers Capital, LLC   1997 - 2001
CE Unterberg Towbin LLC   1996 - 1997

Skills
Equity Trading, Equity Research, Equity Research Analysis, Proprietary Trading, Financial Analysis, Financial Modeling, Technical Analysis, Equities, Trading, Investments, Trading Strategies, Finance, Financial Risk, Bloomberg, Portfolio Management, Capital Markets, Valuation, Analysis, Mergers & Acquisitions, Hedge Funds, Financial Markets, Options

Education
Rutgers University-New Brunswick   1992 — 1996
Bachelor's Degree, Finance and Economics

Haddonfield Memorial High School
High School

Stephen Rohner Stephen Rohner Providence, Rhode Island Area Details
Stephen Rohner's Hold Brothers Capital, LLC Experience 2009 - 2012
Job Chief Strategy Officer at BENRUS LLC
Industry Retail
Experience
BENRUS LLC  July 2014 - Present
Quasar Trading , LLC   September 2012 - July 2014
Hold Brothers Capital, LLC   2009 - 2012
Assent Trading, LLC   2001 - 2009
Hold Brothers Capital, LLC   1996 - 2001

Skills
Equities, Trading Systems, Trading, Electronic Trading, Equity Trading, Financial Markets, Proprietary Trading, Securities, Options, Investments, Business Strategy

Education
University of Rhode Island - College of Business Administration   1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General

Jeff Closz Jeff Closz State College, Pennsylvania Area Details
Jeff Closz's Hold Brothers Capital, LLC Experience 2000 - 2007
Job Manager of Sales Support and Risk Management Division
Industry Insurance
Experience
Partners Financial Group, LLC.   August 2013 - Present
Allstate  January 2012 - August 2013
Lincoln Investment Planning  February 2009 - November 2011
Hold Brothers Capital, LLC   2000 - 2007

Skills
Series 7, Series 63, Series 65, Licensed Property &..., Licensed Life, Accident..., Communication Skills, Work Well Independently, Customer Retention, Sales Prospecting, Strategic Financial..., Computer Proficiency, Investment Strategies, Customer Oriented, Market Research, Risk Management, PIAA Official- Football, PIAA Official- Wrestling

Education
Gettysburg College   1995 — 1999
Bachelor's degree, Economics

Yuliya Suvorava Yuliya Suvorava Salt Lake City, Utah Details
Yuliya Suvorava's Hold Brothers Capital, LLC Experience June 2010 - May 2011
Job Software Operations Analyst/Professional Services Administrator at Genesys
Industry Capital Markets
Experience
Genesys  March 2015 - Present
RBS Markets and International Banking  September 2013 - February 2015
E*TRADE Financial  June 2011 - September 2013
Hold Brothers Capital, LLC   June 2010 - May 2011
JP Morgan Chase  November 2010 - February 2011
Wells Fargo Bank  December 2008 - May 2010
Euor-Mir Corp   April 2006 - November 2008

Skills
Equities, Investments, Trading, Securities, Series 7, Customer Service, Options, Risk Management, Banking, Financial Services, Management, Portfolio Management, Analysis, Sales, Series 63, Financial Markets, Investment Strategies, Budgets, Stocks, Economics, Operations Analyst, Futures Trading, Foreign Currency Trading, JavaScript, AngularJS, HTML5, CSS, Node.js, Software Development, FINRA, Finance

Education
Salt Lake Community College   2011 — 2015
Bachelors, Business

Stratford Career Institute   2004 — 2008
Technical Degree, Travel/Tourism

Harry Mendell Harry Mendell Greater New York City Area Details
Harry Mendell's Hold Brothers Capital, LLC Experience 2000 - 2003
Job Chief Data Scientist at Tapestry Data, LLC
Industry Financial Services
Experience
Tapestry Data, LLC   June 2014 - Present
Citi  March 2013 - June 2014
Mendell Technology   2010 - 2013
QVT Financial LP  2008 - 2010
Carlyle Group Blue Wave Fund   2006 - 2007
Apogee and Acos Fund Management   2003 - 2006
Hold Brothers Capital, LLC   2000 - 2003
Morgan Stanley  April 1995 - January 2000
Morgan Stanley  April 1993 - March 1995
Mendell Technology   1989 - 1993

Skills
Options, Equities, Quantitative Finance, Hedge Funds, Equity Derivatives, Derivatives, Trading Systems, Proprietary Trading, Risk Management, Fixed Income, Quantitative Analytics, Electronic Trading, Trading, Financial Modeling, Structured Products, Alternative Investments, Financial Risk, Swaps, Commodity, Market Risk, Capital Markets, Financial Markets, Quantitative Investing, Portfolio Management

Education
University of Pennsylvania   1972 — 1976
EE/CSE BS MS, EE and Computer Science

Peter Marron Jr Peter Marron Jr Greater New York City Area Details
Peter Marron Jr's Hold Brothers Capital, LLC Experience October 2006 - December 2007
Job Real Estate Agent / Investment / Development / Management
Industry Real Estate
Experience
Marron Associates, Inc.   April 2010 - Present
Marron Gildea Realtors   April 2010 - Present
The Marron Foundation   April 2007 - Present
Ho-Ho-Kus Volunteer Fire Department   April 1999 - Present
Merrill Lynch  January 2008 - April 2010
Hold Brothers Capital, LLC   October 2006 - December 2007
Marron Financial Marketing   August 2002 - December 2007
Cowen Group, Inc.   February 2005 - July 2006
Merrill Lynch & Co.   June 2003 - August 2003
Merrill Lynch & Co.   June 2002 - August 2002

Skills
Short Sales, Negotiation, Real Estate, Capital Markets, Relocation, Wealth Management, Equities, First Time Home Buyers, Real Estate Transactions, Contract Negotiation, Valuation, Investment Properties, Sellers, Brokerage, Sales, Residential Homes, Trading, Investments

Education
Boston University - School of Management   2000 — 2004
BSBA, Finance

Don Bosco Preparatory High School   1996 — 2000

Trieu Le Trieu Le Astoria, New York Details
Trieu Le's Hold Brothers Capital, LLC Experience July 2000 - April 2001
Job Financial Services Professional
Industry Financial Services
Experience
Quasar Trading  July 2011 - August 2012
Goldman Sachs  July 2006 - May 2008
Credit Suisse  February 2006 - April 2006
Carlin Financial Group  November 2003 - November 2005
esolis   September 2002 - April 2003
Hold Brothers Capital, LLC   July 2000 - April 2001
Young Scholars Liberty Partnership Program of Utica College of Syracuse University   August 1997 - August 1998

Skills
Microsoft Office, Photoshop, Bloomberg, Reuters, EDGAR, DTC, Series 7, Series 55, Series 56, Series 63, Vietnamese, French

Education
Colgate University   1994 — 1999
Bachelor of Arts (BA)

Tom Piccoli Tom Piccoli Greater New York City Area Details
Tom Piccoli's Hold Brothers Capital, LLC Experience April 2011 - May 2012
Job Financial Services Professional/Equity Trading
Industry Financial Services
Experience
Hold Brothers Capital, LLC   April 2011 - May 2012
Assent Trading  April 2005 - August 2010
Crown Financial Group, Inc.   September 2003 - March 2005
Knight Capital Group  April 2000 - August 2003
Neuberger Berman  July 1999 - January 2000

Skills
Series 7, Proprietary Trading, Equities, Trading, Options, Investments, Derivatives, Financial Markets, Capital Markets, Asset Managment, Financial Analysis, Risk Management, Economics

Education
Hofstra University   1990 — 1992
Bachelor of Business Administration (BBA), Accounting and Finance

Keith Hiett Keith Hiett Chicago, Illinois Details
Keith Hiett's Hold Brothers Capital, LLC Experience 2001 - 2002
Job Equity Trader at Citadel LLC
Industry Financial Services
Experience
Citadel LLC  March 2014 - Present
KCG Holdings, Inc.   January 2006 - March 2014
Kingstree Trading  2004 - 2005
Federal Reserve Bank of Chicago  2003 - 2003
Hold Brothers Capital, LLC   2001 - 2002
UBS Global Asset Management  2000 - 2001
Federal Reserve Bank of Chicago  1997 - 2000
Federal Reserve Bank of Chicago  1994 - 1997

Skills
Financial Modeling, Equities, Series 7, Financial Analysis, Investments, Trading, Derivatives, Capital Markets, Risk Management, Financial Markets, Due Diligence, Asset Managment, Asset Management, Finance, Trading Systems, Alternative Investments, Securities, FINRA, Electronic Trading, Portfolio Management, Financial Reporting, Banking, Equity Trading, ETFs, Trading Strategies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance

University of Illinois at Urbana-Champaign
Bachelor of Arts, Speech Communications

Russ Ackerman, MBA Russ Ackerman, MBA Greater New York City Area Details
Russ Ackerman, MBA's Hold Brothers Capital, LLC Experience 2000 - 2001
Job Business Analyst / Consultant
Industry Financial Services
Experience
Bank of America Merrill Lynch  2015 - 2015
SQN Capital Management   2014 - 2014
Response Compliance and Regulatory Services   2005 - 2013
JPMorgan Chase & Co.   2001 - 2005
Hold Brothers Capital, LLC   2000 - 2001
Guardian Life Insurance - Park Ave. Securities   1998 - 2000
JPMorgan Chase & Co.   1990 - 1998

Skills
TQM - Total Quality..., Leadership, Process Improvement, Business Analysis, Performance Management, Business Continuity, Problem Solving, Anti Money Laundering, Project Management, Compliance, Securities Trading, Change Management, Risk Management

Education
LIU Post
Bachelor of Business Administration (BBA)

University of Phoenix
Master of Business Administration (MBA), MBA

Vera Shulgina Vera Shulgina New York, New York Details
Vera Shulgina's Hold Brothers Capital, LLC Experience June 2015 - Present
Job Vice President at Hold Brothers Capital
Industry Financial Services
Experience
Hold Brothers Capital, LLC   June 2015 - Present
Trenchant Funds   May 2013 - May 2015
Fresh Digital Group  May 2014 - November 2014
Waldorf Astoria Hotel  February 2013 - August 2013
CFA Institute  May 2012 - February 2013

Skills
Marketing Strategy, Management, Analysis, Project Planning, Team Leadership, Project Management, Product Management, Finance, Teamwork, Event Management, Social Media Marketing, Sales, Marketing, Social Networking

Education
New York University   2011 — 2015
Bachelor of Arts (B.A.), Economics

WWP High School South   2007 — 2011
High School

Andrew Yates Andrew Yates New York, New York Details
Andrew Yates's Hold Brothers Capital, LLC Experience February 2012 - May 2012
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2010 - Present
Hold Brothers Capital, LLC   February 2012 - May 2012
Standard & Poor's   August 2009 - July 2010
Ergon Capital   February 2009 - May 2009
Sand Hill Factory   August 2008 - November 2008
Capital Benefits Group  April 2007 - August 2008

Skills
Trade Surveillance, Long/Short Equity, Options Strategies, Bloomberg, Reuters, Microsoft Excel, Equities, Derivatives, Capital Markets, Hedge Funds, Series 7, Series 4, Insider Trading, Compliance, Financial Modeling

Education
Lipscomb University   2005 — 2009
B.B.A., Finance and Economics

Brian Keller Brian Keller Jackson Heights, New York Details
Brian Keller's Hold Brothers Capital, LLC Experience July 2006 - February 2007
Job
Industry Marketing and Advertising
Experience
NBCUniversal, Inc.   April 2015 - Present
S.K.I. Beer   December 2013 - April 2015
Cantor Fitzgerald  January 2012 - June 2013
Cantor Fitzgerald  February 2007 - January 2012
Hold Brothers Capital, LLC   July 2006 - February 2007

Skills
Sales, Bloomberg, CRM, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Research, FINRA, Finance, Hedge Funds, Investment Banking, Investments, Management, Options, Securities, Time Management, Trading, Trading Systems, Series 7, Series 63

Education
Boston College   2002 — 2006
Carroll School of Management; B.S. Management, Finance

Bergen Catholic High School   1998 — 2002
College Prepatory

Robert Ramanujam Robert Ramanujam Charlotte, North Carolina Area Details
Robert Ramanujam's Hold Brothers Capital, LLC Experience May 2013 - July 2013
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial  September 2014 - Present
LPL Financial  November 2013 - September 2014
Hold Brothers Capital, LLC   May 2013 - July 2013
Hold Brothers Capital, LLC   March 2011 - May 2013
Hold Brothers On-line Investment Services, LLC  December 2003 - February 2011
S. Ramanujam Consultants   January 2002 - November 2003
Campaignsoft   May 1998 - August 2000
Rexxxus Lexxxus Enterprises, Inc   February 1999 - February 2000

Skills
Equities, Series 7, Investments, Proprietary Trading, Traders, Trading Systems, Trading, Options, Technical Analysis, Financial Markets, Derivatives, Hedge Funds, Capital Markets, Risk Management, Alternative Investments, Securities, Hedging, Foreign Exchange, Portfolio Management, Electronic Trading, Asset Management, Trading Strategies, Finance, Commodity, FX trading, Currency, Financial Risk, Investment Strategies, Fixed Income, FX Options, Bonds, Bloomberg, ETFs, Equity Trading, Managed Futures, Investment Banking, Asset Allocation, Compliance, Business Development, Project Management, Valuation, Series 63, Equity Derivatives, Financial Services, Equity Research, Series 24, Mutual Funds, Structured Products, Market Making, Corporate Finance

Education
New York University - Leonard N. Stern School of Business   2000 — 2004
MS, Financial Engineering

Baruch College, City University of New York (CUNY)   2000 — 2002
MBA, Finance

Penn State University   1996 — 1998
MS, Environmental Engineering

Penn State University   1990 — 1996
BS, Mathematics

Cristian Ardelean Cristian Ardelean Greater San Diego Area Details
Cristian Ardelean's Hold Brothers Capital, LLC Experience 2015 - Present
Job Equity Trader at Hold Brothers Capital, LLC
Industry Financial Services
Experience
Hold Brothers Capital, LLC   2015 - Present
BNY Mellon  2010 - 2014
JP Morgan Chase  2007 - 2010
Hold Brothers On-line Investment Services, LLC  2003 - 2007
Worldco  2000 - 2003
Orca Securities   1997 - 2000

Skills
Equities, Trading, Credit, Bloomberg Terminal, Portfolio Management, Accounting, Pricing, Derivatives, Financial Modeling, Investments, Risk Management, Financial Analysis, Bonds, Loans, Analysis, Leadership, Banking, Financial Markets, Bloomberg, Series 7, Structured Products, Options, Commodity, Finance, Financial Risk, Equity Derivatives, Research, Financial Services, Investment Banking, FX Options, Financial Reporting, Trading Systems, Fixed Income, Securities, Credit Analysis, Asset Management, Mutual Funds, Corporate Finance, Due Diligence, Hedge Funds, Capital Markets, Microsoft Excel, Credit Derivatives, Middle Office, Valuation, Electronic Trading, Business Analysis, Emerging Markets, Alternative Investments, Equity Trading

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2013
Master of Business Administration (MBA), Finance, Investments

Greg Deemer Greg Deemer Colorado Springs, Colorado Details
Greg Deemer's Hold Brothers Capital, LLC Experience 2012 - January 2013
Job Director at Colorado Engineering Inc
Industry Defense & Space
Experience
Colorado Engineering Inc  August 2015 - Present
Colorado Engineering Inc  September 2012 - Present
Hold Brothers Capital, LLC   2012 - January 2013
JPMorgan Chase  April 2011 - January 2012
Edward Jones  2009 - 2011
Atmel  2006 - 2009
DRS Technologies  2000 - 2006

Skills
Series 7, Series 66, Mutual Funds, Equities, Trading, Debugging, Testing, Analysis, Product Development, Unix, Electronics

Education
University of Colorado at Colorado Springs   2002 — 2006
Bachelors of Science, Computer Engineering

John R Quinn John R Quinn Greater New York City Area Details
John R Quinn's Hold Brothers Capital, LLC Experience December 2009 - January 2013
Job Lead Conversion Analyst at Broadridge Financial Solutions, Inc.
Industry Financial Services
Experience
BROADRIDGE FINANCIAL SOLUTIONS, INC  January 2013 - Present
Hold Brothers Capital, LLC   December 2009 - January 2013
WM. V. Frankel & Co. Inc   August 1994 - August 2009

Skills
FINRA Series 27, FINRA Operations..., Equities, FINRA, Trading, Securities, Risk Management, Finance, Options, Back Office, Trading Systems, Hedge Funds, Derivatives

Education
State University of New York - System   1983 — 1987

Christopher A. Rosette Christopher A. Rosette Greater Los Angeles Area Details
Christopher A. Rosette's Hold Brothers Capital, LLC Experience October 2012 - Present
Job Investment management professional with a legal background
Industry Investment Management
Experience
Hold Brothers Capital, LLC   October 2012 - Present

Skills
Legal Research, Litigation, Intellectual Property, Financial Analysis, Corporate Finance, Corporate Law, Investment Strategies, Alternative Investments, Credit Derivatives, Credit Analysis, Market Analysis, Securities, Trading, Investments

Education
University of California, Hastings College of the Law   2006 — 2009
Juris Doctorate, Banking, Corporate, Finance, and Securities Law

University of Southern California - Marshall School of Business   2003 — 2005
Bachelors of Science, Finance, Economics

San Pedro High School

Laura Crawford Laura Crawford Greater New York City Area Details
Laura Crawford's Hold Brothers Capital, LLC Experience August 2012 - Present
Job Experienced Compliance Professional
Industry Financial Services
Experience
Hold Brothers Capital LLC  August 2012 - Present
Robert Half International/HSBC   2012 - 2012
Adecco Group/Credit Suisse   July 2011 - September 2011
Genesis Securities  April 2009 - April 2011
E*TRADE Financial  August 2004 - February 2009
The MONY Group  April 2003 - August 2004
Investec Asset Management  May 2000 - April 2003
Wit Soundview Corp   2000 - 2001
PaineWebber  1995 - 2000

Skills
Series 7, FINRA, AML, Series 24, Securities

Education
Rider University   1990 — 1994
BA, History, Political Science

Alexander Noh Alexander Noh Baltimore, Maryland Area Details
Alexander Noh's Hold Brothers Capital, LLC Experience January 2007 - July 2011
Job Fixed Income Derivatives Associate/Operations Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2012 - Present
Hold Brothers Capital, LLC   January 2007 - July 2011
Merrill Lynch  July 2005 - December 2006
National Securities Corp.  2003 - June 2005

Skills
Accounting, Corporate Finance, Financial Advisory, Tax, Assurance, Consulting, Derivatives, Investments, Series 7, Financial Analysis, Financial Modeling, Equities, Strategic Financial...

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2012
Master of Accounting, Accounting

Bucknell University   1999 — 2003
Bachelor of Science in Business Administration, Accounting

David Kornhauser David Kornhauser Greater New York City Area Details
David Kornhauser's Hold Brothers Capital, LLC Experience 2002 - November 2012
Job Trader at Hypertrader
Industry Financial Services
Experience
Avatar Securities, LLC  August 2014 - Present
Quasar Trading  November 2012 - August 2014
Hold Brothers Capital, LLC   2002 - November 2012
US Foodservice  December 1995 - May 2001

Education
University at Albany, SUNY   1990 — 1993
BA

University of Delaware   1987 — 1989

Ray Echevarria, CFA, CFP®, EA Ray Echevarria, CFA, CFP®, EA Basking Ridge, New Jersey Details
Ray Echevarria, CFA, CFP®, EA's Hold Brothers Capital, LLC Experience 1998 - December 2010
Job Sr. Financial/Tax Planner at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  January 2011 - Present
Hold Brothers Capital, LLC   1998 - December 2010
Shamrock Financial Services   1994 - 1998

Education
State University of New York at New Paltz   1989 — 1993
BS, Accounting

Phillip Chow Phillip Chow Greater Los Angeles Area Details
Phillip Chow's Hold Brothers Capital, LLC Experience February 2014 - April 2014
Job
Industry Investment Management
Experience
The TCW Group  July 2014 - Present
Paramount Pictures  April 2014 - July 2014
Hold Brothers Capital, LLC   February 2014 - April 2014
Morgan Stanley  June 2011 - August 2011
San Fernando Valley Neurological Medical Group   June 2010 - January 2011

Skills
ThomsonOne, Security APL, OnBase, Wombat, Microsoft Excel, Bloomberg, Equities, Economics, Financial Modeling, PowerPoint, Data Analysis, Customer Service, Technical Analysis, Securities, Investment Strategies, FINRA, Bloomberg Terminal, Equity Trading, Portfolio Management, Valuation, Equity Research, Fixed Income

Education
CFA Institute
Chartered Financial Analyst Level 2 Candidate

University of California, Santa Barbara   2009 — 2013
Bachelor

Campbell Hall High School   2005 — 2009
High School Diploma

Brendan O'Dwyer Brendan O'Dwyer New York, New York Details
Brendan O'Dwyer's Hold Brothers Capital, LLC Experience March 2000 - Present
Job Equity Trader at Hold Brothers Capital, LLC
Industry Financial Services
Experience
Hold Brothers Capital, LLC   March 2000 - Present
Prime International Trading  June 1999 - March 2000
Prudential Securities  August 1998 - June 1999

Skills
Options, Fixed Income, Trading, Equities, Trading Strategies, Bloomberg Terminal, Hedge Funds, Trading Systems, Wrestling, Securities, Financial Risk

Education
Providence College   1994 — 1998
Bachelor of Arts (B.A.), Mathematical Economics

Christopher Kurtz Christopher Kurtz Cheshire, Connecticut Details
Christopher Kurtz's Hold Brothers Capital, LLC Experience 2010 - 2012
Job Business Analyst/Administrator at CK Greenhouses Inc.
Industry Wholesale
Experience
CK Greenhouses Inc.   2012 - Present
Hold Brothers Capital, LLC   2010 - 2012
JPMorgan Chase  2009 - 2010
Opus Fund LLC   2004 - 2009
Fano Securities LLC   2002 - 2004
KCG Holdings, Inc.   1995 - 2002

Skills
Quantitative Research, Vendor Managed Inventory, Financial Analysis, Financial Reporting, Financial Modeling, Data Analysis, Strategic Planning, Institutional..., Acquisitions, Trading, Trading Systems, Monte Carlo Simulation, Microsoft Excel

Education
Boston University   1990 — 1994
Bachelor's Degree, Finance

Cheshire High School

Choate Rosemary Hall

Dion Lynn Dion Lynn Saint Louis, Missouri Details
Dion Lynn's Hold Brothers Capital, LLC Experience January 2007 - January 2009
Job Rich During Manager
Industry Investment Management
Experience
Rich During   January 2009 - Present
Hold Brothers Capital, LLC   January 2007 - January 2009
Swifttrade  January 2006 - January 2007

Skills
管理人员, 公开演讲, 研究, 项目管理, 风险控制

Education
南京大学   2012 — 2016
International Master of Business Administration (IMBA), Finance

University of Missouri-Saint Louis   2014 — 2015
Master of Business Administration (MBA), finance

淮阴工学院   2001 — 2005
工学, Computer Science

Davi Cruz Davi Cruz Salisbury, Maryland Details
Davi Cruz's Hold Brothers Capital, LLC Experience February 2007 - May 2012
Job Student at DePaul University
Industry
Experience
Hold Brothers Capital, LLC   February 2007 - May 2012
Capario  August 2010 - September 2010
iTrade Network LLC   July 2007 - July 2010
TRIAD Healthcare, Inc.   September 2006 - July 2007
L3 Communications – SDS   August 2004 - June 2006
OAKLEAF Waste Management  March 2004 - June 2004
ING  November 2002 - April 2003

Education
DePaul University   2014 — 2016
Master's degree, Computer Science, 3.5

University of Hartford
Bachelor of Science, Business Administration

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