HPM Partners LLC
Industry: Company
DescriptionFounded: 2009 Subsidiaries: Comrie Wealth Management, Parent organization: HPM Partners Holdings, LLC
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HPM Partners LLC Employees
Employee
Years
Job
Industry
John Antall John Antall's HPM Partners LLC Experience August 2012 - June 2013
Job Tax at EY
Industry Law Practice
Experience
EY July 2015 - Present
ITW October 2013 - July 2015
HPM Partners LLC August 2012 - June 2013
Douglass & Associates Co., L.P.A. September 2011 - July 2012
National Interstate Insurance Company June 2011 - August 2011
for Mr. Christopher Ernst, Attorney at Bricker & Eckler February 2011 - July 2011
Education
Case Western Reserve University School of Law
Juris Doctor
Marquette University
Bachelors of Science, Accounting
EY July 2015 - Present
ITW October 2013 - July 2015
HPM Partners LLC August 2012 - June 2013
Douglass & Associates Co., L.P.A. September 2011 - July 2012
National Interstate Insurance Company June 2011 - August 2011
for Mr. Christopher Ernst, Attorney at Bricker & Eckler February 2011 - July 2011
Education
Case Western Reserve University School of Law
Juris Doctor
Marquette University
Bachelors of Science, Accounting
Steven Kurosko Steven Kurosko's HPM Partners LLC Experience July 2014 - Present
Job Partner at HPM Partners LLC
Industry Investment Management
Experience
HPM Partners LLC July 2014 - Present
Deutsche Bank 2001 - July 2014
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Relationship Management, Wealth Management..., Fixed Income, Equities, Capital Markets, Derivatives, Bloomberg, Asset Management
Education
Columbia University in the City of New York 1997 — 2001
BA, Economics
The Bolles School 1994 — 1997
HPM Partners LLC July 2014 - Present
Deutsche Bank 2001 - July 2014
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Investment Management, Relationship Management, Wealth Management..., Fixed Income, Equities, Capital Markets, Derivatives, Bloomberg, Asset Management
Education
Columbia University in the City of New York 1997 — 2001
BA, Economics
The Bolles School 1994 — 1997
Doug McCrea Doug McCrea's HPM Partners LLC Experience March 2012 - Present
Job Partner at HPM Partners
Industry Investment Management
Experience
HPM Partners LLC March 2012 - Present
Deutsche Bank June 1999 - March 2012
Bank of America 1994 - 1999
Education
Florida State University 1918 — 1922
BS, Marketing
University of West Florida - College of Business 1902 — 1905
MBA, Business
HPM Partners LLC March 2012 - Present
Deutsche Bank June 1999 - March 2012
Bank of America 1994 - 1999
Education
Florida State University 1918 — 1922
BS, Marketing
University of West Florida - College of Business 1902 — 1905
MBA, Business
Gerianne Raymundo Gerianne Raymundo's HPM Partners LLC Experience July 2015 - Present
Job Tax & Financial Planning Associate at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC July 2015 - Present
McGladrey May 2014 - July 2015
McGladrey July 2013 - April 2014
McGladrey January 2013 - April 2013
OCC July 2011 - November 2012
Josephinum Academy September 2009 - July 2011
Skills
Communication - verbal..., Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ProSystem fx Tax, TeamMate, Adobe Acrobat X Pro, AuditSystem 2, QuickBooks Pro, Works well individually, Works well in a team
Education
DePaul University 2009 — 2013
Bachelor of Science in Business, Accountancy
HPM Partners LLC July 2015 - Present
McGladrey May 2014 - July 2015
McGladrey July 2013 - April 2014
McGladrey January 2013 - April 2013
OCC July 2011 - November 2012
Josephinum Academy September 2009 - July 2011
Skills
Communication - verbal..., Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ProSystem fx Tax, TeamMate, Adobe Acrobat X Pro, AuditSystem 2, QuickBooks Pro, Works well individually, Works well in a team
Education
DePaul University 2009 — 2013
Bachelor of Science in Business, Accountancy
Jessica Farrell Jessica Farrell's HPM Partners LLC Experience May 2014 - Present
Job Investment Associate at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC May 2014 - Present
Deutsche Bank September 2010 - May 2014
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Concentration in Finance
HPM Partners LLC May 2014 - Present
Deutsche Bank September 2010 - May 2014
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Concentration in Finance
Lindsey Nadel's HPM Partners LLC Experience July 2014 - Present
Job
Industry Investment Management
Experience
HPM Partners LLC July 2014 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Financial Services, Equities, Fixed Income, High Net Worth..., Investment Management, Investments, Portfolio Management, Hedge Funds, Private Equity, Securities, Series 7, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
State University of New York at Albany 1992 — 1996
BA, Communications
HPM Partners LLC July 2014 - Present
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Financial Services, Equities, Fixed Income, High Net Worth..., Investment Management, Investments, Portfolio Management, Hedge Funds, Private Equity, Securities, Series 7, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
State University of New York at Albany 1992 — 1996
BA, Communications
Diane Cervas's HPM Partners LLC Experience 2015 - Present
Job Ameriprise Financial
Industry Financial Services
Experience
HPM Partners LLC 2015 - Present
Skills
Customer Service, Insurance, Team Building, Microsoft Office, Access, Administration, Contract Negotiation, Employee Relations, Event Planning, General Insurance, Human Resources, Leadership, Lotus Notes, Management, Marketing, Microsoft Excel, Microsoft Word, Office Administration, Office Management, Outlook, PeopleSoft, PowerPoint, Process Improvement, Property, SharePoint, Spreadsheets, Strategic Planning, Time Management, Training, Visio
Education
Cleveland State University
Bachelor of Business Administration (BBA), Business Management Human Resources
HPM Partners LLC 2015 - Present
Skills
Customer Service, Insurance, Team Building, Microsoft Office, Access, Administration, Contract Negotiation, Employee Relations, Event Planning, General Insurance, Human Resources, Leadership, Lotus Notes, Management, Marketing, Microsoft Excel, Microsoft Word, Office Administration, Office Management, Outlook, PeopleSoft, PowerPoint, Process Improvement, Property, SharePoint, Spreadsheets, Strategic Planning, Time Management, Training, Visio
Education
Cleveland State University
Bachelor of Business Administration (BBA), Business Management Human Resources
Robert Shier, Jr., JD, CFP® Robert Shier, Jr., JD, CFP®'s HPM Partners LLC Experience November 2012 - Present
Job Partner at HPM Partners, LLC
Industry Financial Services
Experience
HPM Partners, LLC November 2012 - Present
MullinTBG Advisors August 2004 - November 2012
The Ayco Company, L.P. 1988 - August 2004
Education
Albany Law School of Union University 1988 — 1991
Doctor of Law (J.D.), Taxation & Estate Planning
Siena College 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
HPM Partners, LLC November 2012 - Present
MullinTBG Advisors August 2004 - November 2012
The Ayco Company, L.P. 1988 - August 2004
Education
Albany Law School of Union University 1988 — 1991
Doctor of Law (J.D.), Taxation & Estate Planning
Siena College 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Douglas Nardi, CFA Douglas Nardi, CFA's HPM Partners LLC Experience October 2014 - 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
Kate Gerber Kennedy's HPM Partners LLC Experience October 2014 - Present
Job Partner at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC October 2014 - Present
Chicago Foundation for Women July 2010 - Present
Barclays, Wealth and Investment Management September 2008 - October 2014
Lehman Brothers February 2006 - September 2008
Goldman Sachs/Ayco Company 1996 - 2006
Arthur Andersen LLP March 1994 - October 1996
Holleb & Coff September 1992 - March 1994
Kirkland & Ellis LLP 1988 - 1989
Education
University of Chicago Law School 1989 — 1992
J.D.
Williams College 1984 — 1988
B.A., Chemistry
New Trier High School
HPM Partners LLC October 2014 - Present
Chicago Foundation for Women July 2010 - Present
Barclays, Wealth and Investment Management September 2008 - October 2014
Lehman Brothers February 2006 - September 2008
Goldman Sachs/Ayco Company 1996 - 2006
Arthur Andersen LLP March 1994 - October 1996
Holleb & Coff September 1992 - March 1994
Kirkland & Ellis LLP 1988 - 1989
Education
University of Chicago Law School 1989 — 1992
J.D.
Williams College 1984 — 1988
B.A., Chemistry
New Trier High School
Larry Weissman's HPM Partners LLC Experience August 2014 - Present
Job Partner at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC August 2014 - Present
Deutsche Bank February 2010 - August 2014
RabinAlexander January 2006 - February 2010
Citigroup November 1997 - May 2005
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Investment Management, Fixed Income, Investment Strategies, Investments, Mutual Funds, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
Gorton High School 1975 — 1979
High School
Cornell University
HPM Partners LLC August 2014 - Present
Deutsche Bank February 2010 - August 2014
RabinAlexander January 2006 - February 2010
Citigroup November 1997 - May 2005
Skills
Alternative Investments, Asset Management, Asset Managment, Capital Markets, Equities, Investment Management, Fixed Income, Investment Strategies, Investments, Mutual Funds, Portfolio Management
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
Gorton High School 1975 — 1979
High School
Cornell University
Neza Bevc's HPM Partners LLC Experience May 2014 - Present
Job Associate at HPM Partners LLC
Industry Financial Services
Experience
HPM Partners LLC May 2014 - Present
Deutsche Bank July 2011 - May 2014
Students of Georgetown, Inc. September 2008 - May 2011
Citi June 2010 - August 2010
Skills
Bloomberg, Competitive Analysis, Research, Social Media, Financial Modeling, Economics, Investments, Portfolio Management, Market Research, Management
Education
Georgetown University 2007 — 2011
Bachelor of Arts, Italian Studies, Concentration in International Businss
Università degli Studi di Firenze 2009 — 2009
Lettere e Filosofia
HPM Partners LLC May 2014 - Present
Deutsche Bank July 2011 - May 2014
Students of Georgetown, Inc. September 2008 - May 2011
Citi June 2010 - August 2010
Skills
Bloomberg, Competitive Analysis, Research, Social Media, Financial Modeling, Economics, Investments, Portfolio Management, Market Research, Management
Education
Georgetown University 2007 — 2011
Bachelor of Arts, Italian Studies, Concentration in International Businss
Università degli Studi di Firenze 2009 — 2009
Lettere e Filosofia
Ray McCarthy's HPM Partners LLC Experience January 2010 - Present
Job Principal at HPM Partners LLC
Industry Accounting
Experience
HPM Partners LLC January 2010 - Present
Deloitte July 2008 - January 2010
Skills
Tax, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Accounting, Business Valuation, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2003 — 2008
M.S., Accountancy
HPM Partners LLC January 2010 - Present
Deloitte July 2008 - January 2010
Skills
Tax, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Accounting, Business Valuation, Financial Planning
Education
University of Notre Dame - Mendoza College of Business 2003 — 2008
M.S., Accountancy
Joshua Suskin's HPM Partners LLC Experience May 2011 - August 2011
Job Data Science & Analytics Lead at Varick Media Management
Industry Marketing and Advertising
Experience
Varick Media Management October 2014 - June 2015
Varick Media Management March 2014 - September 2014
Varick Media Management October 2013 - March 2014
New Planet May 2012 - August 2012
HPM Partners LLC May 2011 - August 2011
ARIS Solutions May 2009 - August 2010
Skills
SQL, R, Python, Microsoft Office
Education
Denison University 2009 — 2013
Bachelor of Arts, Economics, Communication
Danish Institute for Study Abroad (DIS) 2011 — 2011
Global Economics, Communication in Social Media
Varick Media Management October 2014 - June 2015
Varick Media Management March 2014 - September 2014
Varick Media Management October 2013 - March 2014
New Planet May 2012 - August 2012
HPM Partners LLC May 2011 - August 2011
ARIS Solutions May 2009 - August 2010
Skills
SQL, R, Python, Microsoft Office
Education
Denison University 2009 — 2013
Bachelor of Arts, Economics, Communication
Danish Institute for Study Abroad (DIS) 2011 — 2011
Global Economics, Communication in Social Media
Brian Weisberg's HPM Partners LLC Experience May 2012 - August 2012
Job Aon
Industry Accounting
Experience
University of Illinois at Urbana-Champaign Summer InternZydeco StudiosMay 2013 - August 2013
HPM Partners LLC May 2012 - August 2012
CMT Asset Management May 2011 - June 2011
Education
University of Illinois at Urbana-Champaign 2009 — 2013
University of Illinois at Urbana-Champaign Summer InternZydeco StudiosMay 2013 - August 2013
HPM Partners LLC May 2012 - August 2012
CMT Asset Management May 2011 - June 2011
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Brendan Newell's HPM Partners LLC Experience June 2014 - October 2014
Job Algorithmic Modeling Team at M Demon Fund
Industry Financial Services
Experience
M Demon Fund August 2015 - Present
DePaul University May 2015 - Present
DePaul University November 2014 - Present
HPM Partners LLC June 2014 - October 2014
Harry Caray's Italian Steakhouse June 2011 - August 2011
Harry Caray's Italian Steakhouse June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Politics, Financial Analysis, Microsoft Office, Market Research, Event Planning, Facebook, Social Networking, Fundraising, Research, Marketing, Financial Modeling, Accounting, Social Media, Sales, Strategic Financial..., Investments, Tax, Salesforce.com
Education
DePaul University 2012 — 2016
A double major in Economics and Finance with a minor in Accountancy
Carmel Catholic High School 2008 — 2012
M Demon Fund August 2015 - Present
DePaul University May 2015 - Present
DePaul University November 2014 - Present
HPM Partners LLC June 2014 - October 2014
Harry Caray's Italian Steakhouse June 2011 - August 2011
Harry Caray's Italian Steakhouse June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Politics, Financial Analysis, Microsoft Office, Market Research, Event Planning, Facebook, Social Networking, Fundraising, Research, Marketing, Financial Modeling, Accounting, Social Media, Sales, Strategic Financial..., Investments, Tax, Salesforce.com
Education
DePaul University 2012 — 2016
A double major in Economics and Finance with a minor in Accountancy
Carmel Catholic High School 2008 — 2012
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY