Horizon Kinetics LLC
Industry: Company
DescriptionFounded: 1994 Subsidiaries: Horizon Asset Management LLC,
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Horizon Kinetics LLC Employees
Employee
Years
Job
Industry
Jay Rosencrans Jay Rosencrans's Horizon Kinetics LLC Experience June 2012 - August 2012
Job Bloomberg BNA
Industry Publishing
Experience
Bloomberg BNA November 2014 - Present
CEB July 2014 - October 2014
CEB August 2013 - June 2014
Horizon Kinetics LLC June 2012 - August 2012
Lapis Global Limited June 2011 - August 2011
Elon University February 2011 - May 2011
North American Power July 2010 - May 2011
The Dowling Group May 2010 - June 2010
Skills
Financial Modeling, Microsoft Excel, Business Development, Social Media Marketing, Negotiation, CRM, Marketing, Outlook, Forecasting, Social Media, Risk Management, Spanish, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science, Finance, Economics
Universitat Pompeu Fabra 2011 — 2011
Management
Brunswick School 2005 — 2009
Bloomberg BNA November 2014 - Present
CEB July 2014 - October 2014
CEB August 2013 - June 2014
Horizon Kinetics LLC June 2012 - August 2012
Lapis Global Limited June 2011 - August 2011
Elon University February 2011 - May 2011
North American Power July 2010 - May 2011
The Dowling Group May 2010 - June 2010
Skills
Financial Modeling, Microsoft Excel, Business Development, Social Media Marketing, Negotiation, CRM, Marketing, Outlook, Forecasting, Social Media, Risk Management, Spanish, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science, Finance, Economics
Universitat Pompeu Fabra 2011 — 2011
Management
Brunswick School 2005 — 2009
Lukasz Szymanski Lukasz Szymanski's Horizon Kinetics LLC Experience June 2010 - August 2010
Job Student at Emory University
Industry Legal Services
Experience
Office of the Circuit Public Defender, Atlanta Judicial Circuit May 2013 - Present
Victoria Restoration Company June 2011 - August 2011
Horizon Kinetics LLC June 2010 - August 2010
American Museum of Natural History June 2009 - August 2009
CDJ Capital Resources June 2009 - August 2009
Lech Wałęsa's Office July 2008 - August 2008
RAM Capital Resources, LLC. June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML, Political Philosophy, Critical Theory, Polish Language, Online Research, Writing, Mathematics, Logic, Outstanding..., Leadership
Education
Emory University 2009 — 2014
Bachelor's degree, Philosophy
Trinity High School NYC 2006 — 2009
High School Degree
Office of the Circuit Public Defender, Atlanta Judicial Circuit May 2013 - Present
Victoria Restoration Company June 2011 - August 2011
Horizon Kinetics LLC June 2010 - August 2010
American Museum of Natural History June 2009 - August 2009
CDJ Capital Resources June 2009 - August 2009
Lech Wałęsa's Office July 2008 - August 2008
RAM Capital Resources, LLC. June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, HTML, Political Philosophy, Critical Theory, Polish Language, Online Research, Writing, Mathematics, Logic, Outstanding..., Leadership
Education
Emory University 2009 — 2014
Bachelor's degree, Philosophy
Trinity High School NYC 2006 — 2009
High School Degree
Kunal Kochar Kunal Kochar's Horizon Kinetics LLC Experience June 2013 - August 2013
Job Summer Analyst at Silver Lake Partners
Industry Financial Services
Experience
Silver Lake Partners May 2015 - July 2015
Scopia Capital Management LLC June 2014 - August 2014
Horizon Kinetics LLC June 2013 - August 2013
Skills
Team Leadership, Microsoft Excel, Problem Solving, Financial Analysis, Financial Modeling, Data Analysis
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelors of Science, Economics
Neuqua Valley High School 2008 — 2012
Silver Lake Partners May 2015 - July 2015
Scopia Capital Management LLC June 2014 - August 2014
Horizon Kinetics LLC June 2013 - August 2013
Skills
Team Leadership, Microsoft Excel, Problem Solving, Financial Analysis, Financial Modeling, Data Analysis
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelors of Science, Economics
Neuqua Valley High School 2008 — 2012
Alex Blonsky Alex Blonsky's Horizon Kinetics LLC Experience June 2014 - May 2015
Job Analyst at Horizon Kinetics LLC
Industry Marketing and Advertising
Experience
Horizon Kinetics LLC June 2014 - May 2015
University of Pennsylvania September 2010 - May 2014
Office of Alcohol and Other Drugs October 2012 - May 2013
Ware College House August 2012 - May 2013
KEXX 103.9 Radio Statio May 2012 - August 2012
Blonsky Incorporated May 2006 - March 2012
Arizona Veterans Hospital May 2008 - August 2009
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Word, Social Media Marketing, Customer Service, Public Relations, Sales, Marketing, Facebook, Social Networking, Event Management, Blogging, Fundraising, Leadership, Editing, Research, Spanish, Community Outreach, Advertising, Market Research, Time Management, Online Marketing, Nonprofits, Data Analysis, Sports, Teamwork, Photoshop, Outlook, Higher Education, Media Relations, Entrepreneurship, Press Releases, Marketing Strategy, Strategic Planning, Teaching, Strategic Communications
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Communications
Georgetown Preparatory School 2008 — 2010
Brophy College Preparatory 2006 — 2008
Horizon Kinetics LLC June 2014 - May 2015
University of Pennsylvania September 2010 - May 2014
Office of Alcohol and Other Drugs October 2012 - May 2013
Ware College House August 2012 - May 2013
KEXX 103.9 Radio Statio May 2012 - August 2012
Blonsky Incorporated May 2006 - March 2012
Arizona Veterans Hospital May 2008 - August 2009
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Word, Social Media Marketing, Customer Service, Public Relations, Sales, Marketing, Facebook, Social Networking, Event Management, Blogging, Fundraising, Leadership, Editing, Research, Spanish, Community Outreach, Advertising, Market Research, Time Management, Online Marketing, Nonprofits, Data Analysis, Sports, Teamwork, Photoshop, Outlook, Higher Education, Media Relations, Entrepreneurship, Press Releases, Marketing Strategy, Strategic Planning, Teaching, Strategic Communications
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Communications
Georgetown Preparatory School 2008 — 2010
Brophy College Preparatory 2006 — 2008
John Vacheron John Vacheron's Horizon Kinetics LLC Experience June 2014 - September 2014
Job Fairfield University Graduate: BS Finance
Industry Financial Services
Experience
Horizon Kinetics LLC June 2014 - September 2014
Merrill Lynch November 2013 - March 2014
Youth Basketball November 2012 - March 2013
Noble Group May 2012 - August 2012
Merrill Lynch May 2011 - January 2012
Skills
Microsoft Excel, Equities, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Finance, Microsoft Word
Education
Fairfield University 2011 — 2015
Finance
Dickinson College 2010 — 2011
Horizon Kinetics LLC June 2014 - September 2014
Merrill Lynch November 2013 - March 2014
Youth Basketball November 2012 - March 2013
Noble Group May 2012 - August 2012
Merrill Lynch May 2011 - January 2012
Skills
Microsoft Excel, Equities, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Finance, Microsoft Word
Education
Fairfield University 2011 — 2015
Finance
Dickinson College 2010 — 2011
Michael Zurakhinsky Michael Zurakhinsky's Horizon Kinetics LLC Experience December 2005 - Present
Job Vice President at Horizon Kinetics
Industry Investment Management
Experience
Horizon Kinetics LLC December 2005 - Present
The Art Story Foundation January 2009 - Present
AR Tourism, LLC February 2003 - Present
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance and Management
Manhattan College 1996 — 2000
BS, Computer Science
Horizon Kinetics LLC December 2005 - Present
The Art Story Foundation January 2009 - Present
AR Tourism, LLC February 2003 - Present
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance and Management
Manhattan College 1996 — 2000
BS, Computer Science
Kyle Zinn Kyle Zinn's Horizon Kinetics LLC Experience June 2011 - August 2011
Job Associate at Metalmark Capital
Industry Financial Services
Experience
Metalmark Capital July 2015 - Present
Barclays June 2013 - June 2015
Barclays May 2012 - August 2012
Horizon Kinetics LLC June 2011 - August 2011
UBS January 2011 - May 2011
Education
New York University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Metalmark Capital July 2015 - Present
Barclays June 2013 - June 2015
Barclays May 2012 - August 2012
Horizon Kinetics LLC June 2011 - August 2011
UBS January 2011 - May 2011
Education
New York University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Jared Rosenzweig Jared Rosenzweig's Horizon Kinetics LLC Experience July 2013 - Present
Job Client Service Analyst at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC July 2013 - Present
Scottrade May 2010 - June 2013
Scottrade November 2009 - April 2010
Scarletmenus.com/ Ynot? Advertising August 2008 - December 2009
Merrill Lynch June 2009 - September 2009
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Securities, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics and Political Science
Horizon Kinetics LLC July 2013 - Present
Scottrade May 2010 - June 2013
Scottrade November 2009 - April 2010
Scarletmenus.com/ Ynot? Advertising August 2008 - December 2009
Merrill Lynch June 2009 - September 2009
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Securities, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Arts (B.A.), Economics and Political Science
Cole Schietinger's Horizon Kinetics LLC Experience June 2014 - August 2014
Job Incoming Investment Banking Summer Analyst at Credit Suisse
Industry
Experience
University of Notre Dame January 2014 - Present
University of Notre Dame April 2013 - Present
Horizon Kinetics LLC June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Prep for Prep July 2011 - July 2011
New York State Public Employees Relations Board June 2010 - July 2010
Skills
Microsoft Office, iWork, Windows, OS X, Microsoft Excel, Problem Solving, Critical Thinking, Public Speaking, Communication Skills, Work Ethic, Creativity
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Political Science
Regis High School 2008 — 2012
High School
University of Notre Dame January 2014 - Present
University of Notre Dame April 2013 - Present
Horizon Kinetics LLC June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Prep for Prep July 2011 - July 2011
New York State Public Employees Relations Board June 2010 - July 2010
Skills
Microsoft Office, iWork, Windows, OS X, Microsoft Excel, Problem Solving, Critical Thinking, Public Speaking, Communication Skills, Work Ethic, Creativity
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Finance & Political Science
Regis High School 2008 — 2012
High School
Alex Kirshenbaum Alex Kirshenbaum's Horizon Kinetics LLC Experience July 2012 - July 2014
Job JD/MBA Candidate
Industry Financial Services
Experience
Horizon Kinetics LLC July 2012 - July 2014
New York City Law Department June 2011 - January 2012
Skills
Microsoft Office, Research, Microsoft Excel, Equities
Education
Columbia Law School 2014 — 2018
Doctor of Law (JD)
Columbia University - Columbia Business School 2014 — 2018
Master of Business Administration (MBA)
University of Michigan 2007 — 2011
BA, English, Political Science
Horizon Kinetics LLC July 2012 - July 2014
New York City Law Department June 2011 - January 2012
Skills
Microsoft Office, Research, Microsoft Excel, Equities
Education
Columbia Law School 2014 — 2018
Doctor of Law (JD)
Columbia University - Columbia Business School 2014 — 2018
Master of Business Administration (MBA)
University of Michigan 2007 — 2011
BA, English, Political Science
Richard Begun Richard Begun's Horizon Kinetics LLC Experience January 2009 - Present
Job Senior Portfolio Manager, Managing Director
Industry Investment Management
Experience
Horizon Kinetics, LLC January 2009 - Present
Olstein Capital September 2007 - October 2008
Clay Finlay January 2002 - September 2007
Orbitex Group of Funds June 1999 - December 2002
Orbitex Management, Inc 1999 - 2001
BNY Mellon January 1995 - January 1999
Evaluation Associates 1993 - 1995
Marsh and McLennan 1989 - 1993
Skills
Global Asset Allocation, Portfolio Management, Client Services, Equities, Asset Management, Mutual Funds, Investments, Investment Strategies, Mergers & Acquisitions, Fixed Income, Series 7, Asset Allocation, Capital Markets, Investment Banking, Financial Services, Securities, Private Equity, Financial Analysis
Education
Baruch College 1993 — 1997
MBA, Finance
City University of New York-Brooklyn College 1987 — 1989
MA, Economics
Binghamton University 1983 — 1987
BS, Economics
Horizon Kinetics, LLC January 2009 - Present
Olstein Capital September 2007 - October 2008
Clay Finlay January 2002 - September 2007
Orbitex Group of Funds June 1999 - December 2002
Orbitex Management, Inc 1999 - 2001
BNY Mellon January 1995 - January 1999
Evaluation Associates 1993 - 1995
Marsh and McLennan 1989 - 1993
Skills
Global Asset Allocation, Portfolio Management, Client Services, Equities, Asset Management, Mutual Funds, Investments, Investment Strategies, Mergers & Acquisitions, Fixed Income, Series 7, Asset Allocation, Capital Markets, Investment Banking, Financial Services, Securities, Private Equity, Financial Analysis
Education
Baruch College 1993 — 1997
MBA, Finance
City University of New York-Brooklyn College 1987 — 1989
MA, Economics
Binghamton University 1983 — 1987
BS, Economics
Adam Cooper, CFA Adam Cooper, CFA's Horizon Kinetics LLC Experience February 2010 - January 2014
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Horizon Kinetics LLC February 2010 - January 2014
Bank of New York Mellon June 2009 - February 2010
Bear Stearns Asset Management March 2007 - February 2009
Education
Emory University - Goizueta Business School 2001 — 2005
J.P. Morgan Private Bank January 2014 - Present
Horizon Kinetics LLC February 2010 - January 2014
Bank of New York Mellon June 2009 - February 2010
Bear Stearns Asset Management March 2007 - February 2009
Education
Emory University - Goizueta Business School 2001 — 2005
Liam Josephson Liam Josephson's Horizon Kinetics LLC Experience June 2013 - August 2013
Job FSO Assurance Staff at EY
Industry Accounting
Experience
EY September 2015 - Present
EY January 2015 - March 2015
Horizon Kinetics LLC June 2013 - August 2013
Silverson, Pareres, & Lombardi LLP May 2012 - August 2012
Brown Harris Stevens June 2011 - August 2011
Skills
Bloomberg Terminal, Financial Analysis, Microsoft Excel, Bloomberg, PowerPoint, Hedge Funds, Equities, Accounting, Accounts Payable, Auditing, Investments, General Ledger, Financial Modeling, Finance, Social Media, Public Speaking, Microsoft Word, Microsoft Office, Research
Education
Fairfield University 2014 — 2015
Master’s Degree, Accounting
Fairfield University 2010 — 2014
Bachelor's Degree, Accounting
Fordham Preparatory 2006 — 2010
EY September 2015 - Present
EY January 2015 - March 2015
Horizon Kinetics LLC June 2013 - August 2013
Silverson, Pareres, & Lombardi LLP May 2012 - August 2012
Brown Harris Stevens June 2011 - August 2011
Skills
Bloomberg Terminal, Financial Analysis, Microsoft Excel, Bloomberg, PowerPoint, Hedge Funds, Equities, Accounting, Accounts Payable, Auditing, Investments, General Ledger, Financial Modeling, Finance, Social Media, Public Speaking, Microsoft Word, Microsoft Office, Research
Education
Fairfield University 2014 — 2015
Master’s Degree, Accounting
Fairfield University 2010 — 2014
Bachelor's Degree, Accounting
Fordham Preparatory 2006 — 2010
Joseph Benedith Joseph Benedith's Horizon Kinetics LLC Experience August 2008 - June 2009
Job Investment Specialist at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
College of Mount Saint Vincent February 2015 - Present
College of Mount Saint Vincent February 2015 - February 2015
College of Mount Saint Vincent, Riverdale, NY July 2012 - February 2015
College of Mount Saint Vincent July 2014 - August 2014
College of Mount Saint Vincent June 2014 - August 2014
College of Mount Saint Vincent June 2013 - August 2013
College of Mount Saint Vincent June 2013 - August 2013
Horizon Kinetics LLC August 2008 - June 2009
Skills
Finance, Management, Computers, Microsoft Excel, Microsoft Word, Bilingual-English/Spanis..., Research, Innovation, Creativity, leader, Team Building, Multi-Cultural Team..., Team Leadership, Leadership, Access, Delegation, Organizational..., Teamwork, Communication
Education
College of Mount Saint Vincent 2011 — 2015
Bachelor's Degree, Business and Econmics, Business Cumulative GPA: 3.9 Economic Cumlative GPA: 3.94
Saint Mary University or Twickenham, London 2014 — 2014
Bachelor's Degree, Study Abroad- Business
Bank of America Merrill Lynch August 2015 - Present
College of Mount Saint Vincent February 2015 - Present
College of Mount Saint Vincent February 2015 - February 2015
College of Mount Saint Vincent, Riverdale, NY July 2012 - February 2015
College of Mount Saint Vincent July 2014 - August 2014
College of Mount Saint Vincent June 2014 - August 2014
College of Mount Saint Vincent June 2013 - August 2013
College of Mount Saint Vincent June 2013 - August 2013
Horizon Kinetics LLC August 2008 - June 2009
Skills
Finance, Management, Computers, Microsoft Excel, Microsoft Word, Bilingual-English/Spanis..., Research, Innovation, Creativity, leader, Team Building, Multi-Cultural Team..., Team Leadership, Leadership, Access, Delegation, Organizational..., Teamwork, Communication
Education
College of Mount Saint Vincent 2011 — 2015
Bachelor's Degree, Business and Econmics, Business Cumulative GPA: 3.9 Economic Cumlative GPA: 3.94
Saint Mary University or Twickenham, London 2014 — 2014
Bachelor's Degree, Study Abroad- Business
Yuen. Deng Yuen. Deng's Horizon Kinetics LLC Experience 2007 - Present
Job Portfolio Specialist at Horizon Asset Management, Inc.
Industry Investment Management
Experience
Horizon Kinetics, LLC 2007 - Present
Education
Pace University - Lubin School of Business 1994 — 1998
Horizon Kinetics, LLC 2007 - Present
Education
Pace University - Lubin School of Business 1994 — 1998
Leslie Hamilton Leslie Hamilton's Horizon Kinetics LLC Experience June 2014 - August 2014
Job UNC Chapel Hill KenanFlagler Business School, Master of Accounting Candidate
Industry
Experience
Wilderness Trail Distillery February 2015 - May 2015
Horizon Kinetics LLC June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Research, Event Planning, Public Speaking, Microsoft Office, Social Media, Fundraising, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Editing, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
Centre College 2011 — 2015
Bachelor's Degree, International Studies, Economics, History
Wilderness Trail Distillery February 2015 - May 2015
Horizon Kinetics LLC June 2014 - August 2014
UBS June 2013 - August 2013
Skills
Research, Event Planning, Public Speaking, Microsoft Office, Social Media, Fundraising, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Editing, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
Centre College 2011 — 2015
Bachelor's Degree, International Studies, Economics, History
Pete Lannie Pete Lannie's Horizon Kinetics LLC Experience June 2011 - August 2011
Job Trading Principal at Precision Trading, LLC, a registered commodity trading advisor
Industry Higher Education
Experience
Precision Trading, LLC, a registered Commodities Trading Advisor May 2015 - Present
Algorithmic Investments, LLC May 2014 - Present
Cadinha & Co, LLC November 2013 - April 2014
HSAX & Co, LLC September 2012 - December 2012
Horizon-Kinetics, LLC June 2011 - August 2011
University of Wyoming Investment Fund January 2010 - May 2010
Skills
Mutual Funds, Hedge Funds, Investments, Equities, Financial Modeling, Portfolio Management, Valuation, Trading, Equity Research, Options, Financial Analysis, Data Analysis, Strategy, Management, Research, Training
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master's of Science, Finance, 3.60
University of Wyoming 2008 — 2010
Bachelor of Science (BS), Business Finance, 3.79
Central Wyoming College 2007 — 2008
Associate's degree, Outdoor Recreation, 3.84
Precision Trading, LLC, a registered Commodities Trading Advisor May 2015 - Present
Algorithmic Investments, LLC May 2014 - Present
Cadinha & Co, LLC November 2013 - April 2014
HSAX & Co, LLC September 2012 - December 2012
Horizon-Kinetics, LLC June 2011 - August 2011
University of Wyoming Investment Fund January 2010 - May 2010
Skills
Mutual Funds, Hedge Funds, Investments, Equities, Financial Modeling, Portfolio Management, Valuation, Trading, Equity Research, Options, Financial Analysis, Data Analysis, Strategy, Management, Research, Training
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master's of Science, Finance, 3.60
University of Wyoming 2008 — 2010
Bachelor of Science (BS), Business Finance, 3.79
Central Wyoming College 2007 — 2008
Associate's degree, Outdoor Recreation, 3.84
Steven Broccoli's Horizon Kinetics LLC Experience June 2015 - Present
Job Global Spinoff Research Analyst Intern at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC June 2015 - Present
Green Bull Investment Group August 2014 - Present
Wiese Capital Mgmt Inc May 2015 - June 2015
Luciana Lombardi DDS June 2014 - August 2014
Pain Medicine and Wellness Center of New York June 2013 - August 2013
Skills
Value Investing, Bloomberg Terminal, Qualitative Research, Portfolio Management, Portfolio Optimization, Options Strategies, Market Research, PowerPoint, Microsoft Excel, Sports Nutrition, Smartphones, Work Ethic, Data Analysis, Science, Sports Coaching, Sports, Microsoft Word, Microsoft Powerpoint, Facebook
Education
Tulane University 2012 — 2016
Bachelor's Degree, Finance/Biology Double Major, Italian Minor, 3.75 GPA
Fordham Prepatory School 2008 — 2012
3.87 GPA
Horizon Kinetics LLC June 2015 - Present
Green Bull Investment Group August 2014 - Present
Wiese Capital Mgmt Inc May 2015 - June 2015
Luciana Lombardi DDS June 2014 - August 2014
Pain Medicine and Wellness Center of New York June 2013 - August 2013
Skills
Value Investing, Bloomberg Terminal, Qualitative Research, Portfolio Management, Portfolio Optimization, Options Strategies, Market Research, PowerPoint, Microsoft Excel, Sports Nutrition, Smartphones, Work Ethic, Data Analysis, Science, Sports Coaching, Sports, Microsoft Word, Microsoft Powerpoint, Facebook
Education
Tulane University 2012 — 2016
Bachelor's Degree, Finance/Biology Double Major, Italian Minor, 3.75 GPA
Fordham Prepatory School 2008 — 2012
3.87 GPA
Brandon Colavita Brandon Colavita's Horizon Kinetics LLC Experience April 2014 - Present
Job Analyst at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC April 2014 - Present
CIT June 2013 - August 2013
JNK Securities June 2012 - July 2012
Skills
PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Financial Modeling, Leadership, Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics with a Concentration in Management
Washington Township High School 2005 — 2009
Horizon Kinetics LLC April 2014 - Present
CIT June 2013 - August 2013
JNK Securities June 2012 - July 2012
Skills
PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Financial Modeling, Leadership, Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics with a Concentration in Management
Washington Township High School 2005 — 2009
Randy Lim Randy Lim's Horizon Kinetics LLC Experience October 2013 - June 2014
Job Analyst at Blue Orchid Capital
Industry Investment Management
Experience
Blue Orchid Capital June 2014 - Present
Horizon Kinetics LLC October 2013 - June 2014
U.S. Realty Capital, LLC March 2013 - August 2013
University of Pennsylvania October 2011 - June 2013
NAI Elite, LLC January 2011 - May 2011
Connecticut Technology Council June 2010 - August 2010
Education
University of Pennsylvania 2012 — 2013
Wharton Program for Working Professional (WPWP)
Trinity College-Hartford 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2009 — 2009
Business and Culture
Blue Orchid Capital June 2014 - Present
Horizon Kinetics LLC October 2013 - June 2014
U.S. Realty Capital, LLC March 2013 - August 2013
University of Pennsylvania October 2011 - June 2013
NAI Elite, LLC January 2011 - May 2011
Connecticut Technology Council June 2010 - August 2010
Education
University of Pennsylvania 2012 — 2013
Wharton Program for Working Professional (WPWP)
Trinity College-Hartford 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University 2009 — 2009
Business and Culture
Andrew Bevan, CFA Andrew Bevan, CFA's Horizon Kinetics LLC Experience May 2011 - March 2014
Job Institutional Investment Data & Software Sales at eVestment
Industry Financial Services
Experience
eVestment March 2014 - Present
Horizon Kinetics LLC May 2011 - March 2014
Horizon Kinetics LLC June 2010 - April 2011
Horizon Kinetics LLC June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Asset Management, Mutual Funds, Equities, Bloomberg Terminal, Alternative Investments, Hedge Funds, Business Development, Client Relations Skills, Asset Managment, Fixed Income, Valuation, Portfolio Management, Bloomberg, Private Equity, Capital Markets, Securities, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Financial Analysis, Investments, Derivatives, Sales
Education
Duke University 2006 — 2010
B.A., Political Science (International Relations)
Bronxville School 2002 — 2006
eVestment March 2014 - Present
Horizon Kinetics LLC May 2011 - March 2014
Horizon Kinetics LLC June 2010 - April 2011
Horizon Kinetics LLC June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Asset Management, Mutual Funds, Equities, Bloomberg Terminal, Alternative Investments, Hedge Funds, Business Development, Client Relations Skills, Asset Managment, Fixed Income, Valuation, Portfolio Management, Bloomberg, Private Equity, Capital Markets, Securities, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Financial Analysis, Investments, Derivatives, Sales
Education
Duke University 2006 — 2010
B.A., Political Science (International Relations)
Bronxville School 2002 — 2006
Aron From Aron From's Horizon Kinetics LLC Experience February 2011 - Present
Job Corporate Controller at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC February 2011 - Present
Serengeti Asset Management November 2008 - October 2010
SAC Capital Advisors June 2006 - November 2008
IDT Entertainment 2002 - 2006
Louis J. Septimus & Co., CPAs 2000 - 2002
Skills
Accounting, Financial Analysis, General Ledger, Excel, GAAP, Tax, Forecasting, Budgeting, Financial Accounting, Accounts Payable, Equities, Alternative Investments, Quickbooks, Mergers, Cash Flow, Hedge Funds, Consolidation, Payroll, Analysis, Asset Management, Private Equity, Reconciliation, Account Reconciliation, Accounts Receivable, Auditing, Budgets, CPA, Corporate Finance, Due Diligence, Finance, Investments, Management, Mergers, Microsoft Excel, QuickBooks, Sarbanes-Oxley Act, Financial Reporting
Education
Queens College 1996 — 1999
BA, Accounting
Horizon Kinetics LLC February 2011 - Present
Serengeti Asset Management November 2008 - October 2010
SAC Capital Advisors June 2006 - November 2008
IDT Entertainment 2002 - 2006
Louis J. Septimus & Co., CPAs 2000 - 2002
Skills
Accounting, Financial Analysis, General Ledger, Excel, GAAP, Tax, Forecasting, Budgeting, Financial Accounting, Accounts Payable, Equities, Alternative Investments, Quickbooks, Mergers, Cash Flow, Hedge Funds, Consolidation, Payroll, Analysis, Asset Management, Private Equity, Reconciliation, Account Reconciliation, Accounts Receivable, Auditing, Budgets, CPA, Corporate Finance, Due Diligence, Finance, Investments, Management, Mergers, Microsoft Excel, QuickBooks, Sarbanes-Oxley Act, Financial Reporting
Education
Queens College 1996 — 1999
BA, Accounting
Alexander Venino's Horizon Kinetics LLC Experience July 2009 - September 2009
Job Associate at Century Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Capital Partners June 2015 - Present
Sandler O'Neill & Partners, L.P. December 2014 - May 2015
Sandler O'Neill & Partners, L.P. March 2013 - December 2014
Ernst & Young August 2011 - March 2013
Horizon Kinetics, LLC July 2009 - September 2009
Skills
Financial Analysis, Accounting, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Due Diligence, Financial Services, Investments, Microsoft Office, Portfolio Management, Structured Finance, Banking
Education
Boston College 2007 — 2011
Bachelor of Science, Accounting, French
Université Paris Dauphine 2010 — 2011
Finance, French
Century Capital Partners June 2015 - Present
Sandler O'Neill & Partners, L.P. December 2014 - May 2015
Sandler O'Neill & Partners, L.P. March 2013 - December 2014
Ernst & Young August 2011 - March 2013
Horizon Kinetics, LLC July 2009 - September 2009
Skills
Financial Analysis, Accounting, Valuation, Financial Modeling, Microsoft Excel, Derivatives, Due Diligence, Financial Services, Investments, Microsoft Office, Portfolio Management, Structured Finance, Banking
Education
Boston College 2007 — 2011
Bachelor of Science, Accounting, French
Université Paris Dauphine 2010 — 2011
Finance, French
Francine Pollack's Horizon Kinetics LLC Experience May 2011 - Present
Job at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC May 2011 - Present
Morgan Stanley Smith Barney November 2008 - September 2009
Wachovia Securities (now Wells Fargo) August 2005 - July 2008
Burns McClellan May 2004 - July 2005
Strategic Insight Mutual Fund Research and Consulting April 2001 - June 2002
Tudor Investment Corporation August 1998 - April 2001
Skills
Financial Modeling, Report Writing, Valuation, Financial Analysis, Marketing Communications, Writing, Investments, Equities, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Washington University in St. Louis 1996 — 1998
MA, Biology
Princeton University 1992 — 1996
AB, Ecology and Evolutionary Biology
Horizon Kinetics LLC May 2011 - Present
Morgan Stanley Smith Barney November 2008 - September 2009
Wachovia Securities (now Wells Fargo) August 2005 - July 2008
Burns McClellan May 2004 - July 2005
Strategic Insight Mutual Fund Research and Consulting April 2001 - June 2002
Tudor Investment Corporation August 1998 - April 2001
Skills
Financial Modeling, Report Writing, Valuation, Financial Analysis, Marketing Communications, Writing, Investments, Equities, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Washington University in St. Louis 1996 — 1998
MA, Biology
Princeton University 1992 — 1996
AB, Ecology and Evolutionary Biology
Michael Gallant, CFA's Horizon Kinetics LLC Experience August 2005 - March 2015
Job Research Analyst at Schafer Cullen Capital Management
Industry Financial Services
Experience
Schafer Cullen Capital Management March 2015 - Present
Horizon Kinetics LLC August 2005 - March 2015
Fidelity Investments April 2003 - May 2005
Skills
Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Equities, Securities, Fixed Income, Financial Markets, Valuation, Asset Management, Equity Research, Bloomberg Terminal, Investment Strategies, Bonds, Investments, Equity Valuation, Series 7, Derivatives, Mutual Funds
Education
Colby College 1994 — 1998
B.A.
Schafer Cullen Capital Management March 2015 - Present
Horizon Kinetics LLC August 2005 - March 2015
Fidelity Investments April 2003 - May 2005
Skills
Hedge Funds, Capital Markets, Bloomberg, Alternative Investments, Equities, Securities, Fixed Income, Financial Markets, Valuation, Asset Management, Equity Research, Bloomberg Terminal, Investment Strategies, Bonds, Investments, Equity Valuation, Series 7, Derivatives, Mutual Funds
Education
Colby College 1994 — 1998
B.A.
Kevin McRae's Horizon Kinetics LLC Experience March 2010 - Present
Job Director of Technology at Horizon Kinetics LLC
Industry Information Technology and Services
Experience
Horizon Kinetics LLC March 2010 - Present
Goldman Sachs September 1999 - February 2010
Fujitsu Consulting May 1994 - July 1998
Networld Consulting May 1993 - May 1994
Bank of New York Mellon September 1991 - May 1993
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BS, Computer Science
Horizon Kinetics LLC March 2010 - Present
Goldman Sachs September 1999 - February 2010
Fujitsu Consulting May 1994 - July 1998
Networld Consulting May 1993 - May 1994
Bank of New York Mellon September 1991 - May 1993
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BS, Computer Science
Jay Kesslen's Horizon Kinetics LLC Experience January 2000 - Present
Job General Counsel, Horizon Kinetics LLC
Industry Investment Management
Experience
Horizon Kinetics LLC January 2000 - Present
Education
Albany Law School of Union University 1996 — 1999
Guilderland High School
State University of New York College at Plattsburgh
Horizon Kinetics LLC January 2000 - Present
Education
Albany Law School of Union University 1996 — 1999
Guilderland High School
State University of New York College at Plattsburgh
Robin Shulman, CFA's Horizon Kinetics LLC Experience October 2010 - April 2015
Job Chief Compliance Officer, North America
Industry Investment Management
Experience
Insight Investment April 2015 - Present
Horizon Kinetics LLC October 2010 - April 2015
Seix Advisors March 2004 - October 2010
Deutsche Asset Management 1998 - 2004
Ernst & Young 1997 - 1998
Prudential Financial 1986 - 1997
Skills
Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Securities, Capital Markets, Investments, Series 7, Derivatives, Portfolio Management, Trading, Investment Advisory, Bloomberg, FINRA, Investment Management, Private Equity, Series 24, Securities Regulation, Bonds, SEC filings, Financial Risk, FX Options, Options, Equity Trading, AML, Wealth Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics/Business and French
Insight Investment April 2015 - Present
Horizon Kinetics LLC October 2010 - April 2015
Seix Advisors March 2004 - October 2010
Deutsche Asset Management 1998 - 2004
Ernst & Young 1997 - 1998
Prudential Financial 1986 - 1997
Skills
Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Securities, Capital Markets, Investments, Series 7, Derivatives, Portfolio Management, Trading, Investment Advisory, Bloomberg, FINRA, Investment Management, Private Equity, Series 24, Securities Regulation, Bonds, SEC filings, Financial Risk, FX Options, Options, Equity Trading, AML, Wealth Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics/Business and French
Chris McCarthy, CFA's Horizon Kinetics LLC Experience October 2014 - Present
Job Managing Director, Head of Institutional Sales at Horizon Kinetics LLC
Industry Investment Management
Experience
Horizon Kinetics LLC October 2014 - Present
Delaware Investments December 2003 - October 2014
ExpertPlan October 2001 - December 2003
American Skandia July 1999 - September 2001
Skills
Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
Isenberg School of Management, UMass Amherst 1992 — 1996
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Horizon Kinetics LLC October 2014 - Present
Delaware Investments December 2003 - October 2014
ExpertPlan October 2001 - December 2003
American Skandia July 1999 - September 2001
Skills
Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1998 — 1999
MBA, Finance
Isenberg School of Management, UMass Amherst 1992 — 1996
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Doug Kramer's Horizon Kinetics LLC Experience January 2010 - Present
Job Chief Executive Officer Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC January 2010 - Present
Quadrangle Group April 2008 - December 2009
Goldman Sachs September 1999 - March 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Finance
Horizon Kinetics LLC January 2010 - Present
Quadrangle Group April 2008 - December 2009
Goldman Sachs September 1999 - March 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Finance
Peter Kane, CIPM's Horizon Kinetics LLC Experience 2009 - Present
Job
Industry Financial Services
Experience
Horizon Kinetics LLC 2009 - Present
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Bloomberg, Hedge Funds, Alternative Investments, Securities, Equities, Series 7, Microsoft Office, Asset Managment, Trading, Microsoft Excel, Bonds, Derivatives, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Options, Equity Trading
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Fordham University
BA, Economics
Horizon Kinetics LLC 2009 - Present
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Bloomberg, Hedge Funds, Alternative Investments, Securities, Equities, Series 7, Microsoft Office, Asset Managment, Trading, Microsoft Excel, Bonds, Derivatives, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Options, Equity Trading
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Fordham University
BA, Economics
Jeffrey Crouse's Horizon Kinetics LLC Experience October 2011 - October 2014
Job Trading & Operations at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher June 2015 - Present
Horizon Kinetics LLC October 2011 - October 2014
Horizon Kinetics LLC June 2010 - October 2011
HRC Partners LLC March 2007 - June 2010
Skills
Equities, Trading, Hedge Funds, Fixed Income, Series 7, Bloomberg, Securities, Asset Management, Mutual Funds, Trading Systems, Investment Strategies, Equity Trading, Options, Finance, Investment Advisory, Management, Derivatives, FX Options, Investment Management, Electronic Trading, Financial Markets, Private Equity, Asset Managment, Investments, Series 63, Wealth Management, FINRA, Asset Allocation, Bloomberg Terminal, Corporate Actions, Alternative Investments, Capital Markets, Computer Skills:..., Eze Castle, Prime Brokerage, Account Reconciliation, Operations Management, Portfolio Management, Financial Services, Financial Analysis, Bonds, Valuation, Risk Management, ETFs, Analysis
Education
University of Connecticut 1994 — 1998
Bachelors, Economics
Gerstein Fisher June 2015 - Present
Horizon Kinetics LLC October 2011 - October 2014
Horizon Kinetics LLC June 2010 - October 2011
HRC Partners LLC March 2007 - June 2010
Skills
Equities, Trading, Hedge Funds, Fixed Income, Series 7, Bloomberg, Securities, Asset Management, Mutual Funds, Trading Systems, Investment Strategies, Equity Trading, Options, Finance, Investment Advisory, Management, Derivatives, FX Options, Investment Management, Electronic Trading, Financial Markets, Private Equity, Asset Managment, Investments, Series 63, Wealth Management, FINRA, Asset Allocation, Bloomberg Terminal, Corporate Actions, Alternative Investments, Capital Markets, Computer Skills:..., Eze Castle, Prime Brokerage, Account Reconciliation, Operations Management, Portfolio Management, Financial Services, Financial Analysis, Bonds, Valuation, Risk Management, ETFs, Analysis
Education
University of Connecticut 1994 — 1998
Bachelors, Economics
Peter Schweitzer's Horizon Kinetics LLC Experience August 2010 - Present
Job Client Services Analyst at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC August 2010 - Present
Horizon Kinetics LLC April 2008 - August 2010
Horizon Kinetics LLC March 2004 - May 2008
Gamco Investors (Gabelli & Company) April 1998 - September 2001
Value Line May 1997 - March 1998
Skills
Asset Management, Alternative Investments, Investments, Customer Service, Finance, Equities, Capital Markets, Bloomberg, Hedge Funds, Microsoft Excel, Asset Allocation, Series 7, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Mutual Funds, Valuation, Microsoft Office, Investment Advisory, Financial Services, FINRA, Financial Analysis, Asset Managment, Fixed Income, Trading, Equity Trading, Bonds, Wealth Management, Options, Investment Strategies, Private Equity, Financial Markets
Education
Fairfield University 1992 — 1997
BS, Finance, Magna Cum Laude, 3.93 Major, 3.78 Overall
John F. Kennedy High School
Horizon Kinetics LLC August 2010 - Present
Horizon Kinetics LLC April 2008 - August 2010
Horizon Kinetics LLC March 2004 - May 2008
Gamco Investors (Gabelli & Company) April 1998 - September 2001
Value Line May 1997 - March 1998
Skills
Asset Management, Alternative Investments, Investments, Customer Service, Finance, Equities, Capital Markets, Bloomberg, Hedge Funds, Microsoft Excel, Asset Allocation, Series 7, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Mutual Funds, Valuation, Microsoft Office, Investment Advisory, Financial Services, FINRA, Financial Analysis, Asset Managment, Fixed Income, Trading, Equity Trading, Bonds, Wealth Management, Options, Investment Strategies, Private Equity, Financial Markets
Education
Fairfield University 1992 — 1997
BS, Finance, Magna Cum Laude, 3.93 Major, 3.78 Overall
John F. Kennedy High School
Russell Grimaldi's Horizon Kinetics LLC Experience October 2005 - Present
Job Associate General Counsel at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC October 2005 - Present
Skills
Corporate Law, Asset Management, Securities Law, Hedge Funds, FINRA, Alternative Investments, Capital Markets, Mutual Funds, Corporate Governance, Derivatives, Private Equity, Equities, Investment Advisory, Securities Regulation, Asset Managment, AML, Prime Brokerage, Investments, Broker-Dealer, SEC, Bloomberg, Portfolio Management, Commercial Litigation, Securities, FCPA, Financial Structuring, Joint Ventures, Investment Management, Litigation Management, Banking Law, Fixed Income, ERISA, Options, Uniform Combined State..., Series 7, Fund Of Funds, Civil Litigation, Anti Money Laundering
Education
Albany Law School of Union University 2002 — 2005
JD, Law
Quinnipiac University 1998 — 2002
Horizon Kinetics LLC October 2005 - Present
Skills
Corporate Law, Asset Management, Securities Law, Hedge Funds, FINRA, Alternative Investments, Capital Markets, Mutual Funds, Corporate Governance, Derivatives, Private Equity, Equities, Investment Advisory, Securities Regulation, Asset Managment, AML, Prime Brokerage, Investments, Broker-Dealer, SEC, Bloomberg, Portfolio Management, Commercial Litigation, Securities, FCPA, Financial Structuring, Joint Ventures, Investment Management, Litigation Management, Banking Law, Fixed Income, ERISA, Options, Uniform Combined State..., Series 7, Fund Of Funds, Civil Litigation, Anti Money Laundering
Education
Albany Law School of Union University 2002 — 2005
JD, Law
Quinnipiac University 1998 — 2002
Alun Williams's Horizon Kinetics LLC Experience August 2009 - Present
Job Director of Operations and Trading at Horizon Kinetics
Industry Investment Management
Experience
Horizon Kinetics LLC August 2009 - Present
Goldman Sachs Asset Management 2006 - 2009
Goldman Sachs 1996 - 2009
Nat West 1994 - 1996
Skills
Series 7, Prime Brokerage, Hedge Funds, Fixed Income, Asset Management, Securities, Mutual Funds, Equities, Alternative Investments, FINRA, Investments, Capital Markets, Bloomberg, Financial Services, Derivatives
Education
Bath Spa University 1990 — 1994
Horizon Kinetics LLC August 2009 - Present
Goldman Sachs Asset Management 2006 - 2009
Goldman Sachs 1996 - 2009
Nat West 1994 - 1996
Skills
Series 7, Prime Brokerage, Hedge Funds, Fixed Income, Asset Management, Securities, Mutual Funds, Equities, Alternative Investments, FINRA, Investments, Capital Markets, Bloomberg, Financial Services, Derivatives
Education
Bath Spa University 1990 — 1994
Jim Pitman's Horizon Kinetics LLC Experience June 2007 - Present
Job Vice President at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC June 2007 - Present
Michael Page October 2006 - June 2007
HRC Partners, LLC September 2003 - August 2006
Advest, Inc. July 2001 - June 2003
Education
University of North Carolina at Wilmington 1997 — 2001
BS, Finance
Minisink Valley High School 1993 — 1997
High School, Golf
Horizon Kinetics LLC June 2007 - Present
Michael Page October 2006 - June 2007
HRC Partners, LLC September 2003 - August 2006
Advest, Inc. July 2001 - June 2003
Education
University of North Carolina at Wilmington 1997 — 2001
BS, Finance
Minisink Valley High School 1993 — 1997
High School, Golf
Bob Uly's Horizon Kinetics LLC Experience October 2003 - Present
Job Vice President of Sales at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC October 2003 - Present
Skills
Series 7, Mutual Funds, Equities, Investments, Securities, Alternative Investments, FINRA, Investment Advisory, Wealth Management, Capital Markets, Fixed Income, Uniform Combined State..., Asset Management, Investment Strategies, Asset Allocation, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1975 — 1977
MBA, Finance
Tulane University 1971 — 1975
Bachelor of Arts & Sciences, History
Staples High School - Westport, CT 1968 — 1971
Horizon Kinetics LLC October 2003 - Present
Skills
Series 7, Mutual Funds, Equities, Investments, Securities, Alternative Investments, FINRA, Investment Advisory, Wealth Management, Capital Markets, Fixed Income, Uniform Combined State..., Asset Management, Investment Strategies, Asset Allocation, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1975 — 1977
MBA, Finance
Tulane University 1971 — 1975
Bachelor of Arts & Sciences, History
Staples High School - Westport, CT 1968 — 1971
PATRICK O'B. PETERKIN's Horizon Kinetics LLC Experience April 2003 - Present
Job Vice President, Relationship Manager at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC April 2003 - Present
Mellon Private Wealth Management June 2000 - February 2003
Deutsche Bank 1999 - 2000
Bankers Trust 1989 - 1999
Skills
Equities, High Net Worth..., Portfolio Management, Hedge Funds, Alternative Investments, Business Development, New Business Development, Series 7, Finance, Asset Management, Asset Allocation, Securities, Capital Markets, Wealth Management, Fixed Income
Education
Sacred Heart University 1996 — 2000
MBA candidate, Business Administration and Management, General
Washington and Lee University 1981 — 1985
BA, Liberal Arts and Social Sciences
Kent School 1981 — 1981
diploma
Kent School 1978 — 1981
high school diploma, prep school
Horizon Kinetics LLC April 2003 - Present
Mellon Private Wealth Management June 2000 - February 2003
Deutsche Bank 1999 - 2000
Bankers Trust 1989 - 1999
Skills
Equities, High Net Worth..., Portfolio Management, Hedge Funds, Alternative Investments, Business Development, New Business Development, Series 7, Finance, Asset Management, Asset Allocation, Securities, Capital Markets, Wealth Management, Fixed Income
Education
Sacred Heart University 1996 — 2000
MBA candidate, Business Administration and Management, General
Washington and Lee University 1981 — 1985
BA, Liberal Arts and Social Sciences
Kent School 1981 — 1981
diploma
Kent School 1978 — 1981
high school diploma, prep school
Sean Markham, CFP(R)'s Horizon Kinetics LLC Experience January 2008 - Present
Job Vice President
Industry Financial Services
Experience
Horizon Kinetics, LLC January 2008 - Present
Fidelity Investments December 2004 - December 2007
Fidelity Investments September 2004 - October 2005
Fidelity Investments October 1998 - September 2004
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Series 7, Alternative Investments, Fixed Income, Securities, Investment Advisory, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Strategic Financial..., FINRA
Education
University of Connecticut 2000 — 2002
MBA, Finance
Western New England College 1989 — 1993
BS, Marketing
Horizon Kinetics, LLC January 2008 - Present
Fidelity Investments December 2004 - December 2007
Fidelity Investments September 2004 - October 2005
Fidelity Investments October 1998 - September 2004
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Series 7, Alternative Investments, Fixed Income, Securities, Investment Advisory, Asset Management, Wealth Management, Portfolio Management, Investment Strategies, Strategic Financial..., FINRA
Education
University of Connecticut 2000 — 2002
MBA, Finance
Western New England College 1989 — 1993
BS, Marketing
Rory Ewing's Horizon Kinetics LLC Experience June 2013 - Present
Job Research Analyst at Horizon Kinetics LLC
Industry Investment Management
Experience
Horizon Kinetics LLC June 2013 - Present
Tempus Quo Capital Management LLC September 2008 - April 2013
Pequot Capital Management LLC July 2006 - August 2008
Thomson Financial August 2004 - June 2006
Skills
Hedge Funds, Equities, Fixed Income, Trading, Bloomberg, Options, Derivatives, Alternative Investments, Asset Managment, Portfolio Management, Investments
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Colgate University 1998 — 2002
Bachelor of Science (BS), Economics
St Marks
Horizon Kinetics LLC June 2013 - Present
Tempus Quo Capital Management LLC September 2008 - April 2013
Pequot Capital Management LLC July 2006 - August 2008
Thomson Financial August 2004 - June 2006
Skills
Hedge Funds, Equities, Fixed Income, Trading, Bloomberg, Options, Derivatives, Alternative Investments, Asset Managment, Portfolio Management, Investments
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Colgate University 1998 — 2002
Bachelor of Science (BS), Economics
St Marks
Thomas Angiulo's Horizon Kinetics LLC Experience December 2012 - Present
Job Associate
Industry Investment Management
Experience
Horizon Kinetics LLC December 2012 - Present
Sullivan & Cromwell LLP November 2010 - November 2012
US Trade Representative, Executive Office of the President September 2009 - May 2010
GWU Elliott School of International Affairs, Office of Public Affairs October 2008 - May 2010
GWU Elliott School of International Affairs, Institute for International Economic Policy October 2008 - January 2009
New York State Assemblyman Rob Walker June 2008 - September 2008
DC Reads January 2008 - May 2008
AnBryce Foundation January 2007 - December 2007
Skills
Securities Regulation, Financial Regulation, Hedge Funds, Mutual Funds, Compliance, Investment Advisor..., Broker-Dealer Compliance, SEC filings, Legal Research
Education
The George Washington University 2006 — 2010
BA, summa cum laude, International Affairs
Horizon Kinetics LLC December 2012 - Present
Sullivan & Cromwell LLP November 2010 - November 2012
US Trade Representative, Executive Office of the President September 2009 - May 2010
GWU Elliott School of International Affairs, Office of Public Affairs October 2008 - May 2010
GWU Elliott School of International Affairs, Institute for International Economic Policy October 2008 - January 2009
New York State Assemblyman Rob Walker June 2008 - September 2008
DC Reads January 2008 - May 2008
AnBryce Foundation January 2007 - December 2007
Skills
Securities Regulation, Financial Regulation, Hedge Funds, Mutual Funds, Compliance, Investment Advisor..., Broker-Dealer Compliance, SEC filings, Legal Research
Education
The George Washington University 2006 — 2010
BA, summa cum laude, International Affairs
Andrea DeMichele's Horizon Kinetics LLC Experience 1995 - Present
Job Client Portfolio Manager at Horizon Kinetics,LLC
Industry Financial Services
Experience
Horizon Kinetics LLC 1995 - Present
PCS Securities 2001 - 2006
Skills
Alternative Investments, Strategy, Investments, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Wealth Management, Investment Strategies, Equities, Asset Allocation, Securities, Series 7, Mutual Funds
Education
University of Miami 1991 — 1995
BBA
Horizon Kinetics LLC 1995 - Present
PCS Securities 2001 - 2006
Skills
Alternative Investments, Strategy, Investments, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Wealth Management, Investment Strategies, Equities, Asset Allocation, Securities, Series 7, Mutual Funds
Education
University of Miami 1991 — 1995
BBA
Joseph Pijanowski's Horizon Kinetics LLC Experience March 2014 - Present
Job at Horizon Kinetics
Industry Financial Services
Experience
Horizon Kinetics LLC March 2014 - Present
East Side Capital February 2011 - March 2014
Bank of America November 2010 - February 2011
Deutsche Bank August 2009 - November 2010
Deutsche Bank May 2008 - August 2008
Skills
Long/Short Equity, Hedge Funds, Asset Allocation, Asset Management, Prime Brokerage, Equities, Account Reconciliation, Finance, Securities, Microsoft Excel, Microsoft Office, Bloomberg, Fixed Income, Options, Settlement, PnL, Financial Risk, Financial Reporting, Valuation
Education
Fairfield University 2005 — 2009
B.A., Economics
Horizon Kinetics LLC March 2014 - Present
East Side Capital February 2011 - March 2014
Bank of America November 2010 - February 2011
Deutsche Bank August 2009 - November 2010
Deutsche Bank May 2008 - August 2008
Skills
Long/Short Equity, Hedge Funds, Asset Allocation, Asset Management, Prime Brokerage, Equities, Account Reconciliation, Finance, Securities, Microsoft Excel, Microsoft Office, Bloomberg, Fixed Income, Options, Settlement, PnL, Financial Risk, Financial Reporting, Valuation
Education
Fairfield University 2005 — 2009
B.A., Economics
Batur Alev's Horizon Kinetics LLC Experience May 2008 - Present
Job Portfolio Implementation Analyst at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC May 2008 - Present
Skills
Equities
Education
Baruch College 1990 — 1995
BBA, Finance and Investments
Horizon Kinetics LLC May 2008 - Present
Skills
Equities
Education
Baruch College 1990 — 1995
BBA, Finance and Investments
Freddy Marinez's Horizon Kinetics LLC Experience August 2008 - Present
Job Corporate Actions / Reconciliation Administrator
Industry Financial Services
Experience
Horizon Kinetics LLC August 2008 - Present
BOA/United States Trust March 2001 - August 2008
Sumitomo Trust & Banking Co April 2000 - March 2001
Bank of New April 1999 - April 2000
IBJ Whitehall Bank & Trust Company July 1997 - March 1999
Prudential Securities July 1996 - December 1996
Chase July 1987 - June 1996
Skills
Trading, Bonds, Global Custody, Accounting, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Derivatives, Alternative Investments, Capital Markets
Education
Borough of Manhattan Community College 1990 — 1995
Associates Degree, Business Management
Horizon Kinetics LLC August 2008 - Present
BOA/United States Trust March 2001 - August 2008
Sumitomo Trust & Banking Co April 2000 - March 2001
Bank of New April 1999 - April 2000
IBJ Whitehall Bank & Trust Company July 1997 - March 1999
Prudential Securities July 1996 - December 1996
Chase July 1987 - June 1996
Skills
Trading, Bonds, Global Custody, Accounting, Fixed Income, Mutual Funds, Asset Management, Hedge Funds, Portfolio Management, Derivatives, Alternative Investments, Capital Markets
Education
Borough of Manhattan Community College 1990 — 1995
Associates Degree, Business Management
Peggy Petercsak's Horizon Kinetics LLC Experience April 2008 - December 2012
Job Legal Assistant at Contrarian Capital Management, L.L.C.
Industry Financial Services
Experience
Contrarian Capital Management September 2013 - Present
Horizon Kinetics LLC April 2008 - December 2012
Davis Polk & Wardwell LLP January 2000 - April 2008
Cahill Gordon & Reindel May 1995 - January 2000
Skills
Securities Regulation, Private Equity, Securities, FINRA, Capital Markets, Document Drafting, Accounting, Accounts Payable, Financial Analysis, Derivatives, Legal Assistance, Microsoft Excel, Notary Public, Legal Documents, Document Review, Mutual Funds, Legal Research, Due Diligence, Legal Writing, Asset Management, Equities, Alternative Investments, Corporate Governance, Corporate Law
Education
Long Island University, Brooklyn Campus 1991 — 1991
Paralegal Studies Certificate
Pace University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Contrarian Capital Management September 2013 - Present
Horizon Kinetics LLC April 2008 - December 2012
Davis Polk & Wardwell LLP January 2000 - April 2008
Cahill Gordon & Reindel May 1995 - January 2000
Skills
Securities Regulation, Private Equity, Securities, FINRA, Capital Markets, Document Drafting, Accounting, Accounts Payable, Financial Analysis, Derivatives, Legal Assistance, Microsoft Excel, Notary Public, Legal Documents, Document Review, Mutual Funds, Legal Research, Due Diligence, Legal Writing, Asset Management, Equities, Alternative Investments, Corporate Governance, Corporate Law
Education
Long Island University, Brooklyn Campus 1991 — 1991
Paralegal Studies Certificate
Pace University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Raymond Rouse's Horizon Kinetics LLC Experience March 2008 - Present
Job Managed Accounts Trader/Portfolio Administrator at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC March 2008 - Present
Dreyfus February 2006 - January 2008
Bank of America July 2004 - February 2006
Skills
Separately Managed..., Trading, Account Reconciliation, Security APL, Bloomberg, Reuters, Equities, Mutual Funds, Fixed Income, ETFs
Education
Baruch College
Bachelor of Business Administration (BBA) - 2002, Finance
Horizon Kinetics LLC March 2008 - Present
Dreyfus February 2006 - January 2008
Bank of America July 2004 - February 2006
Skills
Separately Managed..., Trading, Account Reconciliation, Security APL, Bloomberg, Reuters, Equities, Mutual Funds, Fixed Income, ETFs
Education
Baruch College
Bachelor of Business Administration (BBA) - 2002, Finance
Kimberly Kandasami's Horizon Kinetics LLC Experience June 2015 - August 2015
Job Technology Intern at Horizon Kinetics
Industry
Experience
NYU School of Professional Studies February 2014 - Present
Horizon Kinetics LLC June 2015 - August 2015
Yale University School of Medicine June 2012 - July 2012
Parker Jewish Institute for Health Care and Rehabilitation July 2009 - August 2009
Skills
Social Networking, Research, Microsoft Office, Access, Facebook, Data Analysis, Leadership, HTML, CSS, Python, Social Media, Networking, Java, C
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Economic Theory (minor), Mathematics (minor)
Francis Lewis High School 2007 — 2011
NYU School of Professional Studies February 2014 - Present
Horizon Kinetics LLC June 2015 - August 2015
Yale University School of Medicine June 2012 - July 2012
Parker Jewish Institute for Health Care and Rehabilitation July 2009 - August 2009
Skills
Social Networking, Research, Microsoft Office, Access, Facebook, Data Analysis, Leadership, HTML, CSS, Python, Social Media, Networking, Java, C
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Computer Science, Economic Theory (minor), Mathematics (minor)
Francis Lewis High School 2007 — 2011
Johanna Fuller's Horizon Kinetics LLC Experience September 2007 - July 2010
Job Student at Columbia University in the City of New York
Industry Law Practice
Experience
Columbia Law School February 2012 - November 2012
Credit Suisse September 2010 - July 2011
Jackson Lewis P.C. July 2010 - August 2010
Horizon Kinetics LLC September 2007 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Critical Thinking, Event Planning, Communication, Solid computer skills
Education
Barnard College 2011 — 2015
Bachelor's degree, Political Science
Columbia University in the City of New York 2011 — 2015
Bachelor's degree, Political Science
Cristo Rey NY High School 2007 — 2009
Diploma
Columbia Law School February 2012 - November 2012
Credit Suisse September 2010 - July 2011
Jackson Lewis P.C. July 2010 - August 2010
Horizon Kinetics LLC September 2007 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Critical Thinking, Event Planning, Communication, Solid computer skills
Education
Barnard College 2011 — 2015
Bachelor's degree, Political Science
Columbia University in the City of New York 2011 — 2015
Bachelor's degree, Political Science
Cristo Rey NY High School 2007 — 2009
Diploma
Hugh Ross's Horizon Kinetics LLC Experience 2009 - Present
Job COO at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC 2009 - Present
Goldman Sachs 1999 - 2009
Education
New York Law School 1989 — 1992
Doctor of Law (JD)
Emory University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Horizon Kinetics LLC 2009 - Present
Goldman Sachs 1999 - 2009
Education
New York Law School 1989 — 1992
Doctor of Law (JD)
Emory University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY