HPM Partners
Industry: Company
DescriptionFounded: 2009 Subsidiaries: Comrie Wealth Management, Parent organization: HPM Partners Holdings, LLC
HPM Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HPM Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HPM Partners Employees
Employee
Years
Job
Industry
Christopher Arotin Christopher Arotin's HPM Partners Experience January 2013 - Present
Job Director of Participant Services
Industry Financial Services
Experience
HPM Partners January 2013 - Present
The Real Return January 2012 - Present
Education
Pennsbury High School
Penn State University 2000 — 2004
HRIM
Musicians Institute 2007 — 2008
Certificate
HPM Partners January 2013 - Present
The Real Return January 2012 - Present
Education
Pennsbury High School
Penn State University 2000 — 2004
HRIM
Musicians Institute 2007 — 2008
Certificate
Gerald Larr Gerald Larr's HPM Partners Experience March 2012 - Present
Job Partner at HPM Partners
Industry Financial Services
Experience
HPM Partners March 2012 - Present
Deutsche Bank National Trust Company October 1998 - March 2012
Coutts & Co. November 1994 - October 1998
Skills
Asset Allocation, Investment Management, Investments, Alternative Investments, Hedge Funds, Fixed Income, Equities, High Net Worth..., Portfolio Management, Private Equity
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Franklin & Marshall College
BA, Economics
HPM Partners March 2012 - Present
Deutsche Bank National Trust Company October 1998 - March 2012
Coutts & Co. November 1994 - October 1998
Skills
Asset Allocation, Investment Management, Investments, Alternative Investments, Hedge Funds, Fixed Income, Equities, High Net Worth..., Portfolio Management, Private Equity
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance
Franklin & Marshall College
BA, Economics
Erica Bunnell, CFP® Erica Bunnell, CFP®'s HPM Partners Experience January 2013 - Present
Job HPM Partners
Industry Financial Services
Experience
HPM Partners January 2013 - Present
Sheridan Road Financial October 2009 - October 2011
POST OAK PROPERTY MANAGEMENT 2008 - 2008
LINK COMPANY, LLC 2007 - 2008
InXpo August 2006 - August 2007
A Safe Place January 2006 - May 2006
Skills
Microsoft Office, Mac OS X, PC, HTML Programming, Spanish Proficiency, Adobe Creative Suite, Adobe Acrobat, LPL Financial, Financial Planning, Client Services, Outlook, Social Media, Marketing Strategy, Microsoft Excel, Client-focused, Serviceability, Strategic Financial...
Education
DePaul University 2008 — 2009
CFP
Lake Forest College 2002 — 2006
B.A.
HPM Partners January 2013 - Present
Sheridan Road Financial October 2009 - October 2011
POST OAK PROPERTY MANAGEMENT 2008 - 2008
LINK COMPANY, LLC 2007 - 2008
InXpo August 2006 - August 2007
A Safe Place January 2006 - May 2006
Skills
Microsoft Office, Mac OS X, PC, HTML Programming, Spanish Proficiency, Adobe Creative Suite, Adobe Acrobat, LPL Financial, Financial Planning, Client Services, Outlook, Social Media, Marketing Strategy, Microsoft Excel, Client-focused, Serviceability, Strategic Financial...
Education
DePaul University 2008 — 2009
CFP
Lake Forest College 2002 — 2006
B.A.
Douglas Nardi, CFA Douglas Nardi, CFA's HPM Partners Experience April 2010 - Present
Job Practice Leader Investment Advisory at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC October 2014 - Present
HPM Partners April 2010 - Present
Legg Mason January 2005 - April 2010
Scudder Investments January 1998 - January 2005
Fifth Third Bank January 1995 - January 1998
US Bank March 1987 - January 1995
Skills
Asset Allocation, Investments, Asset Managment, Investment Management, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Financial Analysis, Investment Strategies, Estate Planning, Fixed Income, Bloomberg, Wealth Management..., Private Equity, Asset Management, Hedge Funds, Finance, High Net Worth..., Private Banking, Securities, ETFs, Bonds, Financial Services, Series 63
Education
The University of Chicago 1990 — 1992
MBA, Finance & Economics
University of Missouri-Columbia 1982 — 1986
BSBA, Finance & Real Estate
DeSmet Jesuit High School 1979 — 1982
College Preparatory
HPM Partners LLC October 2014 - Present
HPM Partners April 2010 - Present
Legg Mason January 2005 - April 2010
Scudder Investments January 1998 - January 2005
Fifth Third Bank January 1995 - January 1998
US Bank March 1987 - January 1995
Skills
Asset Allocation, Investments, Asset Managment, Investment Management, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Series 7, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Financial Analysis, Investment Strategies, Estate Planning, Fixed Income, Bloomberg, Wealth Management..., Private Equity, Asset Management, Hedge Funds, Finance, High Net Worth..., Private Banking, Securities, ETFs, Bonds, Financial Services, Series 63
Education
The University of Chicago 1990 — 1992
MBA, Finance & Economics
University of Missouri-Columbia 1982 — 1986
BSBA, Finance & Real Estate
DeSmet Jesuit High School 1979 — 1982
College Preparatory
Irvin A. Leonard Irvin A. Leonard's HPM Partners Experience October 2009 - Present
Job Senior Advisor, Emigrant Bank; Managing Partner, HPM Partners LLC; CEO, President New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company March 2010 - Present
HPM Partners October 2009 - Present
Emigrant Bank January 2008 - Present
Greater Cleveland Chapter American Red Cross 2001 - 2014
Jones Day September 1969 - December 2007
Skills
Investments, Trusts, Partnerships, Joint Ventures, Corporate Law, Venture Capital, Private Equity, Mergers & Acquisitions, Asset Management, Capital Markets, Hedge Funds, Securities, Wealth Management, Alternative Investments, Structured Finance
Education
New York University School of Law 1964 — 1967
JD
University of Pittsburgh 1961 — 1964
BA, Political Science, History
New York Private Trust Company March 2010 - Present
HPM Partners October 2009 - Present
Emigrant Bank January 2008 - Present
Greater Cleveland Chapter American Red Cross 2001 - 2014
Jones Day September 1969 - December 2007
Skills
Investments, Trusts, Partnerships, Joint Ventures, Corporate Law, Venture Capital, Private Equity, Mergers & Acquisitions, Asset Management, Capital Markets, Hedge Funds, Securities, Wealth Management, Alternative Investments, Structured Finance
Education
New York University School of Law 1964 — 1967
JD
University of Pittsburgh 1961 — 1964
BA, Political Science, History
Lorraine George-Harik's HPM Partners Experience September 2009 - Present
Job Founding Partner, HPM Partners; Principal,Circle 44
Industry Executive Office
Experience
HPM Partners September 2009 - Present
UBS Wealth Management 2007 - 2009
Citi Private Bank 1997 - 2007
Citi World Corporate & Investment Bank 1980 - 1992
First Chicago Bank & Trust 1978 - 1980
Skills
Alternative Investments, Wealth Management, Investment Advisory, Wealth Management..., Private Equity, Investments, Asset Managment, Wealth, Hedge Funds, Financial Services, Investment Management, Strategic Financial..., Family Office, Asset Management, Equities, Finance, Securities, Portfolio Management, Bonds, Fixed Income, Financial Modeling, Asset Allocation, High Net Worth..., Banking, Series 7, Private Banking, Due Diligence, Emerging Markets, Estate Planning, Financial Analysis
Education
London School of Economics
Harvard Business School
Sotheby's
Institute of Art
College of Wooster
BA
HPM Partners September 2009 - Present
UBS Wealth Management 2007 - 2009
Citi Private Bank 1997 - 2007
Citi World Corporate & Investment Bank 1980 - 1992
First Chicago Bank & Trust 1978 - 1980
Skills
Alternative Investments, Wealth Management, Investment Advisory, Wealth Management..., Private Equity, Investments, Asset Managment, Wealth, Hedge Funds, Financial Services, Investment Management, Strategic Financial..., Family Office, Asset Management, Equities, Finance, Securities, Portfolio Management, Bonds, Fixed Income, Financial Modeling, Asset Allocation, High Net Worth..., Banking, Series 7, Private Banking, Due Diligence, Emerging Markets, Estate Planning, Financial Analysis
Education
London School of Economics
Harvard Business School
Sotheby's
Institute of Art
College of Wooster
BA
Charles Gambino's HPM Partners Experience June 2010 - November 2013
Job Investment Performance Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation March 2014 - Present
HPM Partners June 2010 - November 2013
SunGard Data Systems, Inc. May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Excel, Financial Analysis, Investments, Microsoft Excel, Zephyr Style Advisor, Alternative Investments, Strategic Financial..., Asset Allocation, Wealth Management, Hedge Funds, Series 7, Fixed Income, Asset Management, Investment Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master's, Finance
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's, Economics
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation March 2014 - Present
HPM Partners June 2010 - November 2013
SunGard Data Systems, Inc. May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Excel, Financial Analysis, Investments, Microsoft Excel, Zephyr Style Advisor, Alternative Investments, Strategic Financial..., Asset Allocation, Wealth Management, Hedge Funds, Series 7, Fixed Income, Asset Management, Investment Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master's, Finance
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's, Economics
Marie Josette Joseph's HPM Partners Experience August 2010 - Present
Job Associate at HPM Partners
Industry Marketing and Advertising
Experience
HPM Partners August 2010 - Present
Macy's Merchandising Group 2008 - 2009
Smith Barney 2007 - 2007
Citigroup 2006 - 2006
Center for Japanese Economy & Business 2005 - 2006
Skills
Research, Marketing, Competitive Analysis, Strategy, Management, Analysis, Finance, Newsletters, Strategic Planning, Mergers & Acquisitions, Recruiting, Investments, Microsoft Office, CRM, Microsoft Excel, PowerPoint
Education
New York University 2011 — 2012
School of Continuing and Professional Studies, Graphic and Marketing Communications
Columbia University in the City of New York 2004 — 2008
Bachelor's Degree, Political Science, Human Rights
HPM Partners August 2010 - Present
Macy's Merchandising Group 2008 - 2009
Smith Barney 2007 - 2007
Citigroup 2006 - 2006
Center for Japanese Economy & Business 2005 - 2006
Skills
Research, Marketing, Competitive Analysis, Strategy, Management, Analysis, Finance, Newsletters, Strategic Planning, Mergers & Acquisitions, Recruiting, Investments, Microsoft Office, CRM, Microsoft Excel, PowerPoint
Education
New York University 2011 — 2012
School of Continuing and Professional Studies, Graphic and Marketing Communications
Columbia University in the City of New York 2004 — 2008
Bachelor's Degree, Political Science, Human Rights
Kurt Miscinski Kurt Miscinski's HPM Partners Experience 2006 - Present
Job President HPM Partners
Industry Financial Services
Experience
HPM Partners 2006 - Present
Deutsche Bank 1995 - 2005
Skills
Certified Public...
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
DePaul University
Master of Business Administration (M.B.A.)
HPM Partners 2006 - Present
Deutsche Bank 1995 - 2005
Skills
Certified Public...
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
DePaul University
Master of Business Administration (M.B.A.)
Masha Hodi Masha Hodi's HPM Partners Experience October 2012 - Present
Job Principal at HPM Partners
Industry Investment Management
Experience
HPM Partners October 2012 - Present
Brook-Hollow Financial February 2011 - June 2012
J.P. Morgan November 2009 - January 2011
Terwin Money Management April 2007 - December 2008
Wharton Asset Management UK Ltd. February 2006 - March 2007
JPMorgan September 2004 - January 2006
Bank One April 2003 - September 2004
Bank One September 2001 - April 2003
Skills
Investments, Investor Sales, Investor Reporting, Investor Liaison, Sales, High-Impact Sales..., Technical Sales..., Entrepreneurship, Strategic Consulting, Private Banking, Banking, Securities License, Building Relationships, Maintaining Strong..., Customer Support, Investment Decisions, Interest Rate..., Asset-backed..., Investment Performance, Pitching Ideas, Idea Person, Organizational...
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Entrepreneurship & Innovation, Managmenet & Strategy, and Marketing
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance and International Business
HPM Partners October 2012 - Present
Brook-Hollow Financial February 2011 - June 2012
J.P. Morgan November 2009 - January 2011
Terwin Money Management April 2007 - December 2008
Wharton Asset Management UK Ltd. February 2006 - March 2007
JPMorgan September 2004 - January 2006
Bank One April 2003 - September 2004
Bank One September 2001 - April 2003
Skills
Investments, Investor Sales, Investor Reporting, Investor Liaison, Sales, High-Impact Sales..., Technical Sales..., Entrepreneurship, Strategic Consulting, Private Banking, Banking, Securities License, Building Relationships, Maintaining Strong..., Customer Support, Investment Decisions, Interest Rate..., Asset-backed..., Investment Performance, Pitching Ideas, Idea Person, Organizational...
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Entrepreneurship & Innovation, Managmenet & Strategy, and Marketing
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance and International Business
Brian Tu Brian Tu's HPM Partners Experience November 2012 - Present
Job Principal, HPM Partners
Industry Financial Services
Experience
HPM Partners November 2012 - Present
MullinTBG Advisors February 2008 - November 2012
Ernst & Young January 2007 - February 2008
The Ayco Company, L.P. August 2000 - January 2007
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Strategic Financial..., Business Planning, Series 7, Portfolio Management, Private Equity, Alternative Investments, Tax, Valuation, Asset Management, Estate Planning, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Financial Services, Financial Planning
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
University of California, Irvine
Master of Business Administration (MBA)
HPM Partners November 2012 - Present
MullinTBG Advisors February 2008 - November 2012
Ernst & Young January 2007 - February 2008
The Ayco Company, L.P. August 2000 - January 2007
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Strategic Financial..., Business Planning, Series 7, Portfolio Management, Private Equity, Alternative Investments, Tax, Valuation, Asset Management, Estate Planning, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Financial Services, Financial Planning
Education
University of California, Irvine
Bachelor of Arts (BA), Economics
University of California, Irvine
Master of Business Administration (MBA)
Matt Wojtowicz, CPA Matt Wojtowicz, CPA's HPM Partners Experience January 2010 - Present
Job Principal at HPM Partners LLC
Industry Accounting
Experience
HPM Partners January 2010 - Present
Deloitte Tax LLP February 2005 - January 2010
Skills
Accounting, Financial Analysis, Strategic Financial..., Income Tax, Big 4, Estate Tax Planning, Wealth Management..., Intergenerational..., Personal Income Tax..., Partnership Tax Returns, Tax Returns, Trusts, Investment Advisory, Tax Accounting, Personal Tax Planning, CPA, Family Office, Estate Planning, Corporate Tax, Financial Planning, Finance, Financial Modeling, Tax, Due Diligence, Strategic Planning
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
B.S., Accountancy
Case Western Reserve University 1998 — 2002
Bachelor of Science (BS), Accounting
HPM Partners January 2010 - Present
Deloitte Tax LLP February 2005 - January 2010
Skills
Accounting, Financial Analysis, Strategic Financial..., Income Tax, Big 4, Estate Tax Planning, Wealth Management..., Intergenerational..., Personal Income Tax..., Partnership Tax Returns, Tax Returns, Trusts, Investment Advisory, Tax Accounting, Personal Tax Planning, CPA, Family Office, Estate Planning, Corporate Tax, Financial Planning, Finance, Financial Modeling, Tax, Due Diligence, Strategic Planning
Education
Weatherhead School of Management at Case Western Reserve University 2000 — 2002
B.S., Accountancy
Case Western Reserve University 1998 — 2002
Bachelor of Science (BS), Accounting
Joseph Wojtila Jr. Joseph Wojtila Jr.'s HPM Partners Experience June 2012 - August 2012
Job Account Manager at Cardinal Health, Edgepark Division
Industry Market Research
Experience
Cardinal Health December 2014 - Present
Cardinal Health May 2014 - November 2014
Ohio University Office of Research & Technology June 2013 - May 2014
Global Consulting Program May 2013 - June 2013
Technology Transfer Office of Ohio University October 2012 - May 2013
HPM Partners June 2012 - August 2012
Ohio University Integrated Business Cluster April 2012 - June 2012
UPS November 2011 - December 2011
Cleveland Indians June 2011 - August 2011
Skills
Social Media Marketing, Market Research, PowerPoint, Teamwork, Time Management, Social Networking, Microsoft Excel, Event Management, Data Analysis, Social Media, Research, Leadership, Event Planning, Microsoft Word, Marketing Research, Public Speaking, Marketing, Microsoft Office, Spanish, Fundraising, Outlook
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Twinsburg High School 2006 — 2010
Honors Diploma
Cardinal Health December 2014 - Present
Cardinal Health May 2014 - November 2014
Ohio University Office of Research & Technology June 2013 - May 2014
Global Consulting Program May 2013 - June 2013
Technology Transfer Office of Ohio University October 2012 - May 2013
HPM Partners June 2012 - August 2012
Ohio University Integrated Business Cluster April 2012 - June 2012
UPS November 2011 - December 2011
Cleveland Indians June 2011 - August 2011
Skills
Social Media Marketing, Market Research, PowerPoint, Teamwork, Time Management, Social Networking, Microsoft Excel, Event Management, Data Analysis, Social Media, Research, Leadership, Event Planning, Microsoft Word, Marketing Research, Public Speaking, Marketing, Microsoft Office, Spanish, Fundraising, Outlook
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Marketing
Twinsburg High School 2006 — 2010
Honors Diploma
Katherine Stamm's HPM Partners Experience February 2013 - April 2015
Job Senior Tax Analyst at Parkwood LLC
Industry Accounting
Experience
S May 2015 - Present
HPM Partners February 2013 - April 2015
Parkwood Corporation May 2007 - February 2013
EmployON 2005 - 2005
Education
Case Western Reserve University - Weatherhead School of Management 2006 — 2007
Master of Accountancy
Ohio Northern University 2003 — 2005
BSBA, Accounting
S May 2015 - Present
HPM Partners February 2013 - April 2015
Parkwood Corporation May 2007 - February 2013
EmployON 2005 - 2005
Education
Case Western Reserve University - Weatherhead School of Management 2006 — 2007
Master of Accountancy
Ohio Northern University 2003 — 2005
BSBA, Accounting
Nicole Joko, CFP®'s HPM Partners Experience November 2012 - Present
Job Principal at HPM Partners
Industry Financial Services
Experience
HPM Partners November 2012 - Present
MullinTBG Advisors July 2004 - November 2012
The Ayco Company 2000 - 2005
Unisys 1998 - 2004
Education
California State University-Long Beach - College of Business Administration 1992 — 1997
Lowell High School
NDV
HPM Partners November 2012 - Present
MullinTBG Advisors July 2004 - November 2012
The Ayco Company 2000 - 2005
Unisys 1998 - 2004
Education
California State University-Long Beach - College of Business Administration 1992 — 1997
Lowell High School
NDV
Stephen Nielander, CFA's HPM Partners Experience April 2012 - Present
Job Partner at HPM Partners
Industry Financial Services
Experience
HPM Partners April 2012 - Present
San Diego State University 2003 - Present
Deutsche Bank 1999 - March 2012
Bank of America October 1992 - June 1999
Skills
Investments, Asset Allocation, Wealth Management, Financial Analysis, Portfolio Management, Investment Advisory, Asset Managment, Alternative Investments, Equities, Series 7, Financial Modeling, Capital Markets, CFA, Fixed Income, Investment Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1989
MBA, Finance
San Diego State University-California State University 1979 — 1984
BS, Finance
HPM Partners April 2012 - Present
San Diego State University 2003 - Present
Deutsche Bank 1999 - March 2012
Bank of America October 1992 - June 1999
Skills
Investments, Asset Allocation, Wealth Management, Financial Analysis, Portfolio Management, Investment Advisory, Asset Managment, Alternative Investments, Equities, Series 7, Financial Modeling, Capital Markets, CFA, Fixed Income, Investment Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1989
MBA, Finance
San Diego State University-California State University 1979 — 1984
BS, Finance
Larry Sussman's HPM Partners Experience February 2010 - Present
Job Chief Operating Officer
Industry Financial Services
Experience
HPM Partners February 2010 - Present
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Accounting, Strategic Planning, Process Improvement, Mergers & Acquisitions, Finance, Financial Reporting, Budgets, Hedge Funds, Private Equity, Investments, Financial Services, Asset Management, Equities, Alternative Investments, Financial Planning
Education
CFA
CFA Chartholder
New York University 2000 — 2003
MBA, Finance
Dickinson College 1992 — 1996
BA, Economics
HPM Partners February 2010 - Present
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Portfolio Management, Accounting, Strategic Planning, Process Improvement, Mergers & Acquisitions, Finance, Financial Reporting, Budgets, Hedge Funds, Private Equity, Investments, Financial Services, Asset Management, Equities, Alternative Investments, Financial Planning
Education
CFA
CFA Chartholder
New York University 2000 — 2003
MBA, Finance
Dickinson College 1992 — 1996
BA, Economics
Jay Goetschius's HPM Partners Experience 2009 - March 2012
Job Principal at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust 2012 - Present
HPM Partners 2009 - March 2012
BNY Mellon Wealth Management 1996 - 2009
Chase Manhattan Corporation 1991 - 1996
Chase Management Training Program 1991 - 1992
Skills
Wealth Management, Investments, Asset Allocation, Private Banking, Private Equity, Strategic Financial..., Investment Advisory, Wealth Management..., Banking, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Start-ups, Investment Management, Portfolio Management, Financial Planning
Education
Seton Hall University, MBA - St. Lawrence University, BA 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
St. Lawrence University 1986 — 1990
Bachelor's Degree, Economics
Ridgewood HS
Bessemer Trust 2012 - Present
HPM Partners 2009 - March 2012
BNY Mellon Wealth Management 1996 - 2009
Chase Manhattan Corporation 1991 - 1996
Chase Management Training Program 1991 - 1992
Skills
Wealth Management, Investments, Asset Allocation, Private Banking, Private Equity, Strategic Financial..., Investment Advisory, Wealth Management..., Banking, Financial Services, Alternative Investments, Asset Management, Hedge Funds, Start-ups, Investment Management, Portfolio Management, Financial Planning
Education
Seton Hall University, MBA - St. Lawrence University, BA 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
St. Lawrence University 1986 — 1990
Bachelor's Degree, Economics
Ridgewood HS
Claudia Sykora's HPM Partners Experience January 2010 - Present
Job Principal at HPM Partners
Industry Financial Services
Experience
HPM Partners January 2010 - Present
Deloitte May 2004 - January 2010
McCormack Advisors January 1999 - May 2004
IMG May 1996 - January 1999
Skills
Strategic Financial..., Financial Modeling, Financial Analysis
Education
Baldwin Wallace University 1992 — 1996
Bachelor, Accounting
Lakewood High School 1988 — 1992
College Prep
HPM Partners January 2010 - Present
Deloitte May 2004 - January 2010
McCormack Advisors January 1999 - May 2004
IMG May 1996 - January 1999
Skills
Strategic Financial..., Financial Modeling, Financial Analysis
Education
Baldwin Wallace University 1992 — 1996
Bachelor, Accounting
Lakewood High School 1988 — 1992
College Prep
Mark Castell's HPM Partners Experience January 2011 - Present
Job Partner at HPM Partners
Industry Financial Services
Experience
HPM Partners January 2011 - Present
MAI Wealth Advisors, LLC January 1987 - December 2010
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Asset Management, New Business Development, Investments, Alternative Investments, Financial Planning, Private Equity, Portfolio Management
Education
Lake Erie College
Bachelor of Science, Business Administration
Willoughby South High School
HPM Partners January 2011 - Present
MAI Wealth Advisors, LLC January 1987 - December 2010
Skills
Wealth Management, Investment Advisory, Strategic Financial..., Asset Management, New Business Development, Investments, Alternative Investments, Financial Planning, Private Equity, Portfolio Management
Education
Lake Erie College
Bachelor of Science, Business Administration
Willoughby South High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY