Ibbotson Associates

Industry: Capital market company

Description

Founded: 1977 Parent organization: Morningstar, Inc.

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Ibbotson Associates Employees

Employee
Years
Job
Industry
Joe Morgan, CFA, CFP® Wealth Manager Joe Morgan, CFA, CFP® Wealth Manager Danville, California Details
Joe Morgan, CFA, CFP® Wealth Manager's Ibbotson Associates Experience 1993 - 1994
Job Achieving Financial Clarity
Industry Financial Services
Experience
JWM Wealth Management, LLC   2015 - Present
Silicon Valley Bank  2008 - 2014
Silicon Valley Bank  2004 - 2008
City National Bank  2003 - 2004
Seneca Capital Management  1995 - 2002
Eagle Management & Trust   1993 - 1994
Ibbotson Associates   1993 - 1994

Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Financial Markets, Finance, Financial Modeling, Financial Services, Cash Management, Securities, Treasury Services, Liquidity, Management, Leadership, Market Risk, Financial Advisory, Financial Analysis, Financial Structuring, Strategy, Investment Strategies, Manager Evaluation, Equities

Education
Texas A&M University   1991 — 1993
Master of Science (M.S.), Finance

Texas A&M University   1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance

Kingwood High School   1984 — 1987

Clay Attebery Clay Attebery Greater Chicago Area Details
Clay Attebery's Ibbotson Associates Experience December 2000 - March 2006
Job Vice President, Business Development at eVestment
Industry Financial Services
Experience
eVestment  April 2014 - Present
Morningstar  April 2013 - April 2014
Morningstar  January 2011 - April 2013
Morningstar  March 2007 - January 2011
Morningstar  March 2006 - March 2007
Ibbotson Associates   December 2000 - March 2006

Education
Colorado State University   1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General

Mike Vanzant Mike Vanzant Greater Chicago Area Details
Mike Vanzant's Ibbotson Associates Experience April 2005 - November 2005
Job Software Engineer
Industry Computer Software
Experience
Textura Corporation  July 2014 - January 2015
AIM Specialty Health  December 2008 - July 2014
Orange Loft, LLC   August 2007 - November 2008
Hubbard One  January 2007 - August 2007
Northern Trust Corporation  April 2006 - January 2007
Wheels, Inc.   November 2005 - March 2006
Ibbotson Associates   April 2005 - November 2005
GTreasury  February 2003 - April 2005
Law Offices of Peter Francis Geraci  April 2002 - December 2002
Pepsi Americas  September 2001 - March 2002

Skills
Software Development, Agile Methodologies, SQL, .NET, JavaScript, SDLC, C#, Microsoft SQL Server, ASP.NET, Business Analysis, SOA, Web Services, Web Applications, Enterprise Architecture

Education
University of Illinois at Chicago   1981 — 1986
Bachelor's Degree, Accounting

Glenbrook South High School   1977 — 1981
High School

LaVonne Czech LaVonne Czech Greater Chicago Area Details
LaVonne Czech's Ibbotson Associates Experience 1998 - 1999
Job Graphic Designer at PresOn
Industry Marketing and Advertising
Experience
Pres-On  2015 - Present
YMCA  2012 - 2013
Blue Starr Design   2003 - 2011
Towers Watson  1999 - 2003
Ibbotson Associates   1998 - 1999
Spiegel  1996 - 1997

Skills
Marketing Communications, Creative Direction, Social Media Marketing, Marketing, Advertising, Graphic Design, Fine Art, Art, Corporate Branding, Trade Shows, Management, Brand Development, Corporate Communications, Facebook, Online Marketing, Social Networking, Creative Strategy, Sales, Customer Service, Customer Engagement, Customer Retention, Customer Experience, Public Relations, Adobe Creative Suite, Adobe Acrobat, QuarkXPress, Art Direction, Marketing Strategy, InDesign, WordPress, Logo Design, B2B, Mac, Nonprofits, Graphics, Visual Communication, Fitness Industry, B2B Marketing, Office Administration, Office Management, Front Office, Direct Marketing, Direct Sales, Directing, Press Releases, Web Design, Brand Management, Recruiting, Event Management, Event Planning

Education
Loyola University Chicago
Bachelor of Arts, Design and Visual Communications

Morton College
Design and Visual Communications

James Quinlivan James Quinlivan Greater Chicago Area Details
James Quinlivan's Ibbotson Associates Experience 1996 - 1998
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust  January 2010 - Present
Elmhurst College  1994 - 2011
Harris Bank  2001 - September 2009
BMO Capital Markets  2001 - September 2009
Northern Trust  1999 - 2001
Ibbotson Associates   1996 - 1998
First Chicago  1988 - 1996

Skills
Sales, Bank Relationship..., Private Lending, Wealth Management, Sales Management, Private Banking, Investments, Loans, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Education, Public Speaking, Teaching, Management, Leadership, Commercial Lending, Financial Analysis, Asset Allocation

Education
Dominican University   1989 — 1991
MBA, Finance and Financial Management Services

Augustana College   1983 — 1987
Bachlor of Science, Economics

Elmhurst College
Economics and Finance

Hui Min Chang Hui Min Chang Chicago, Illinois Details
Hui Min Chang's Ibbotson Associates Experience April 2015 - Present
Job Investment Analyst at Ibbotson Associates
Industry Financial Services
Experience
Ibbotson Associates   April 2015 - Present
Morningstar  August 2013 - March 2015
Morningstar  August 2014 - October 2014
The Art Institute of Chicago  April 2013 - May 2013
Morningstar  June 2012 - February 2013
The Art Institute of Chicago  June 2011 - December 2011
campusCATALYST  March 2011 - June 2011

Skills
Research, Data Analysis, Economics, Microsoft Excel, Market Research, PowerPoint, Nonprofits, Statistics, Stata, Non-profits, Event Planning, Microsoft Office

Education
University of Chicago   2009 — 2013
Bachelor's Degree, Economics/ Art History

Raffles Junior College   2007 — 2008
GCE 'A' Levels, 7/7 Distinctions

CFA Program
Passed Level II of the CFA Program

Janis Zvingelis, PhD, CFA Janis Zvingelis, PhD, CFA Greater Chicago Area Details
Janis Zvingelis, PhD, CFA's Ibbotson Associates Experience February 2005 - May 2006
Job SVP, Director of Quantitative Research at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management  July 2014 - Present
Envestnet Asset Management  September 2010 - June 2014
Envestnet Asset Management  June 2008 - September 2010
Mesirow Financial  June 2006 - May 2008
Ibbotson Associates   February 2005 - May 2006

Skills
Statistics, Econometrics, Quantitative Finance, Portfolio Optimization, Asset Allocation, Portfolio Management, Mutual Funds, Hedge Funds, Time Series Analysis, Research, Investment Strategies, Stochastic Calculus, Monte Carlo Simulation, Cluster Analysis, Financial Economics, Matlab

Education
University of Chicago
Master of Science (M.S.), Financial Mathematics

University of Iowa - Henry B. Tippie College of Business
Doctor of Philosophy (Ph.D.), Finance

University of Iowa
Master of Science (M.S.), Statistics

University of Iowa
Master of Arts (M.A.), Economics/Econometrics

Georgetown University
Engalitcheff Institute on Comparative Political and Economic Systems

Central College
Bachelor of Arts (B.A.), Economics

Rob Caldwell Rob Caldwell Chicago, Illinois Details
Rob Caldwell's Ibbotson Associates Experience November 2014 - Present
Job Investment Analyst
Industry Investment Management
Experience
Ibbotson Associates   November 2014 - Present
Arts & Business Council of Chicago  August 2014 - Present
Morningstar Investment Services  December 2011 - October 2014
Archway Technology Partners  August 2010 - July 2011
Column Capital Advisors, LLP   February 2010 - April 2010
Two Fish Hedge Fund   September 2009 - February 2010
Johnson & Johnson  January 2009 - June 2009
Vought Aircraft  May 2007 - August 2007
Vector Marketing  April 2006 - October 2006

Skills
Strategic Financial..., Financial Modeling, Investments, Sales, Morningstar, Financial Analysis

Education
Butler University - College of Business Administration   2006 — 2010
B.S., Finance

Odeh Akkawi, CFA Odeh Akkawi, CFA Chicago, Illinois Details
Odeh Akkawi, CFA's Ibbotson Associates Experience March 2006 - December 2010
Job Vice President, Sales
Industry Investment Management
Experience
Morningstar  May 2013 - Present
Morningstar  January 2011 - May 2013
Ibbotson Associates   March 2006 - December 2010
Ibbotson Associates   August 2004 - March 2006
Ibbotson Associates   January 2002 - August 2004
Ibbotson Associates   August 2000 - January 2002

Skills
Asset Management, Investments, Portfolio Management, Asset Allocation, Business Strategy, Management, Investment Advisory, Investment Strategies, Wealth Management, Leadership, Investment Management, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Fixed Income, Business Development, Private Equity, Investment Banking, Equities, Financial Modeling, Hedge Funds, Strategic Financial..., Series 7, Financial Markets, Financial Services, Derivatives, Bloomberg

Education
Northwestern University - Kellogg School of Management   2007 — 2010
MBA, Strategy and Management

DePaul University   1998 — 2000
BS, Finance

Jeff Antonacci, CFA Jeff Antonacci, CFA Greater Chicago Area Details
Jeff Antonacci, CFA's Ibbotson Associates Experience 2002 - 2004
Job Business Development Executive | Product Management Executive | Institutional & Intermediary Distribution
Industry Investment Management
Experience
Global Investment Manager   2012 - Present
Global Investment Manager   2009 - 2012
Northern Trust Wealth Management  2007 - 2009
Northern Trust Wealth Management  2005 - 2007
Ibbotson Associates   2002 - 2004

Skills
Investment Sales, New Business Development, Relationship Management, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Investment Product..., Investments, Portfolio Management, Wealth Management, Strategy, Due Diligence, Financial Advisory, Leadership, Asset Managment, Sub-advisory Investments, DCIO, Defined Contribution, Morningstar Direct, Investment Advisory, Finance, Fund Of Funds, Wealth Management..., Mutual Funds, Institutional..., Product Specialist, Equities, Exchange Traded Funds, ETFs, Hedge Funds, Fixed Income, Investment Strategies, Series 7, Capital Markets

Education
Northwestern University - Kellogg School of Management   2001 — 2004
MBA, Finance, Marketing, Management & Strategy

Indiana University Bloomington   1990 — 1994

Charelle Williams Charelle Williams Greater Chicago Area Details
Charelle Williams's Ibbotson Associates Experience October 2004 - May 2006
Job Director of Human Resources at Legacy Marketing Partners
Industry Human Resources
Experience
Legacy Marketing Partners  May 2006 - Present
Legacy Marketing Partners  May 2006 - July 2012
Ibbotson Associates   October 2004 - May 2006
Seven Worldwide, Inc   January 1994 - October 2004

Skills
HRIS, Talent Management, Recruiting, Employee Relations, Employee Benefits, Talent Acquisition, Employee Engagement, Payroll, Applicant Tracking..., Organizational..., Interviews, Training, Workforce Planning, HR Policies, Human Resources, Management, Account Management, Building Relationships, CRM, College Recruiting, Deferred Compensation, Employee Training, Employer Branding, Executive Search, FMLA, Hiring, Integrated Marketing, Internet Recruiting, Leadership, Leadership Development, New Hire Orientations, Performance Appraisal, Succession Planning, Team Building

Education
Eastern Illinois University

Governors State University
Bachelor of Arts

David Brief David Brief Highland Park, Illinois Details
David Brief's Ibbotson Associates Experience March 1991 - June 1994
Job Chief Investment Officer at Jewish Federation of Metropolitan Chicago
Industry Nonprofit Organization Management
Experience
Jewish Federation of Metropolitan Chicago  October 2002 - Present
Segal Rogerscasey  February 2000 - September 2002
Ennis Knupp & Associates  June 1994 - February 2000
Ibbotson Associates   March 1991 - June 1994

Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Investment Management, Investment Strategies, Mutual Funds, Financial Analysis, Asset Allocation, Financial Modeling

Education
The University of Chicago Booth School of Business   1995 — 1999
Master of Business Administration (MBA), Economics

Cornell University   1986 — 1990
Bachelor of Arts (BA), Economics

Cindy Sin-Yi Tsai, CFA, CAIA Cindy Sin-Yi Tsai, CFA, CAIA Greater Chicago Area Details
Cindy Sin-Yi Tsai, CFA, CAIA's Ibbotson Associates Experience 1993 - 1997
Job Founder, Investment Envisioned, Inc.
Industry Investment Management
Experience
Marco Consulting Group  2013 - 2014
Morningstar  2008 - 2013
Altair Advisers  2002 - 2008
West Hills Intitutional/Wells Fargo (fka Everen, fka First Union, fka Wachovia)   1997 - 2002
Ibbotson Associates   1993 - 1997

Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Finance, General

The College of Wooster
Bachelor's degree, Business/Managerial Economics, Graduated with highest GPA in major.

Jane Larkin Jane Larkin Greater Chicago Area Details
Jane Larkin's Ibbotson Associates Experience 1996 - 1997
Job Senior Digital Asset Specialist at Sears Holdings Corporation
Industry Libraries
Experience
True  February 2013 - July 2014
International Interior Design Association  October 2005 - June 2012
Waubonsee Community College  2002 - 2005
Freelance  1997 - 2002
Ibbotson Associates   1996 - 1997
NOTIS Systems   1988 - 1995
NOTIS Systems   1988 - 1995
American Library Association  1982 - 1990
Continental Bank  1987 - 1988
American Medical Association  1981 - 1987

Skills
Web Content Management, Digital Asset Management, MediaBeacon, Taxonomy, Content Strategy, Content Management, Web Content Creation, Technical Writing, Software Documentation, Xinet, Digital Curation, Copy Editing, Google Analytics, Blogging, Library Reference, Indexing, SharePoint, content management...

Education
University of Illinois at Urbana-Champaign
M.S., Library and Information Science

Southern Illinois University, Carbondale
B.A., Spanish Language and Literature

Harvard Extension School
Continuing Education

Computer Training Source   2012 — 2012

Jim Harrigan Jim Harrigan Greater Chicago Area Details
Jim Harrigan's Ibbotson Associates Experience August 2000 - April 2003
Job
Industry Insurance
Experience
Farmers Insurance  September 2004 - Present
Morningstar  April 2003 - September 2004
Ibbotson Associates   August 2000 - April 2003
SciTech International   October 1998 - August 2000

Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Health Insurance, Casualty, Umbrella Insurance, Management, Sales, Sales Management, New Business Development, Team Building, Account Management, Underwriting, Casualty Insurance, Customer Service, Liability, Life Insurance

Education
Eastern Illinois University   1992 — 1996
BA, Communications. minor in Finance

Dwain Speese Dwain Speese Greater Chicago Area Details
Dwain Speese's Ibbotson Associates Experience 1994 - 1996
Job CFO/Senior Management Consultant
Industry Financial Services
Experience
CFO Advisory Services   January 2010 - Present
Chicago Urban League  2007 - 2010
Chicago Urban League  2007 - 2010
Chase Bank  July 2005 - June 2007
Latin American Chamber of Commerce  2002 - 2005
Bizko   1999 - 2002
Bank of America  1996 - 1999
Ibbotson Associates   1994 - 1996
CIT Equipment & Project Finance   1988 - 1994
GE Capital  1984 - 1987

Skills
Financial Analysis, Investments, Strategy, Strategic Planning, Corporate Finance, Due Diligence, Management, Start-ups, Budgets, Executive Management, Private Equity, Team Building, Banking, Public Speaking, Venture Capital, Credit, Entrepreneurship, Portfolio Management, Managerial Finance, Financial Modeling, Equities, Accounting, Risk Management, Nonprofits, Small Business, Business Strategy, Financial Reporting, New Business Development, Business Planning, Asset Management, Valuation, Loans, Credit Analysis, Business Analysis, Strategic Financial..., Management Consulting, Mergers & Acquisitions, Cash Flow, Forecasting, Treasury Management, Acquisitions, Non-profits, Financial Advisory, Cash Management, Financial Planning, Mergers, Asset Managment, Budgeting, Financial Management, Foreign Corruption Risk...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1982 — 1985
MBA, Finance

University of Nebraska at Omaha   1975 — 1980
BSBA, Banking & Finance

Mark Wimer Mark Wimer Greater Chicago Area Details
Mark Wimer's Ibbotson Associates Experience August 1998 - February 2000
Job Senior Portfolio Manager at Strategic Global Advisors
Industry Investment Management
Experience
Strategic Global Advisors, LLC   January 2008 - Present
Harris Investment Management  January 2006 - December 2007
Deutsche Bank  November 2004 - July 2005
Schwab Soundview Capital Markets  February 2000 - October 2004
Ibbotson Associates   August 1998 - February 2000
RogersCasey  June 1995 - August 1998
Andersen Consulting  June 1989 - June 1993

Skills
Portfolio Management, Asset Management, Equities, Portfolio Optimization, Risk Modeling, Investments, Quantitative Research, Quantitative Analysis, Performance Attribution, Factset, Asset Allocation, Quantitative Finance, Optimization, Equity Research, Institutional...

Education
Cornell University - Johnson Graduate School of Management   1993 — 1995
MBA, Finance

Purdue University   1985 — 1989
BS, Computer & Electrical Engineering

D.J. Shaughnessy D.J. Shaughnessy Portland, Maine Area Details
D.J. Shaughnessy's Ibbotson Associates Experience October 1995 - June 2000
Job Portfolio Manager
Industry Financial Services
Experience
FL Putnam   October 2007 - Present
Markov Processes International   2006 - 2007
Bowdoin College  January 2006 - November 2006
Wellington Management  July 2000 - January 2006
Ibbotson Associates   October 1995 - June 2000
Putnam Investments  July 1993 - July 1995

Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2007
Masters, Business

University of Massachusetts, Amherst   1989 — 1993
Bachelor's degree, Economics

Thomas Carlson Thomas Carlson Greater New York City Area Details
Thomas Carlson's Ibbotson Associates Experience July 1996 - March 2006
Job Vice President, Sales & Marketing at Investment Metrics
Industry Financial Services
Experience
Investment Metrics   March 2014 - Present
Morningstar  March 2006 - March 2014
Ibbotson Associates   July 1996 - March 2006
The Alcar Group. Inc.   February 1987 - November 1995

Skills
Alternative Investments, Asset Allocation, Investments, Asset Managment, Equities, Mutual Funds, Hedge Funds, Wealth Management, Asset Management, Fixed Income, Portfolio Management, Sales Management..., Investment Advisory, Financial Markets, Investment Strategies, Investment Management, ETFs, Financial Services, Capital Markets, Relationship Management

Education
DePaul University   1979 — 1983
BS, Finance

Edward Lopez Edward Lopez Greater New York City Area Details
Edward Lopez's Ibbotson Associates Experience January 1998 - June 2005
Job Marketing Director at Van Eck Global
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs  June 2009 - Present
Rydex Investments  January 2007 - January 2009
Rydex Investments  July 2005 - December 2006
Ibbotson Asociates   January 2003 - June 2005
Ibbotson Associates   January 1998 - June 2005
Ibbotson Associates   January 1999 - January 2003
Ibbotson Associates   January 1998 - December 1998
American Express Financial Advisors  1997 - 1997
Dunn & Bradstreet  1995 - 1997

Skills
ETFs, ETF Product Development, Product Marketing, Marketing Strategy, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Asset Management, Investments, Hedge Funds, Financial Services, Bloomberg, Fixed Income, Series 7, Capital Markets, Trading, Finance, Securities

Education
The University of Texas at Austin   1990 — 1995
B.A., Economics

Mike Barad Mike Barad Greater Chicago Area Details
Mike Barad's Ibbotson Associates Experience October 1998 - March 2006
Job Head of Product Components & Services at Morningstar
Industry Financial Services
Experience
Morningstar  October 2014 - Present
Morningstar  June 2013 - October 2014
Morningstar  June 2012 - October 2014
Morningstar  March 2006 - June 2012
Andex Associates   May 2009 - December 2009
Ibbotson Associates   October 1998 - March 2006
Merrill Lynch  1998 - 1998

Skills
Investments, Mobile Applications, Valuation, Asset Allocation, Strategy, Executive Management, Finance, Financial Services, Product Management, Software Development, Mergers & Acquisitions, Portfolio Management, Publishing, Financial Modeling, Retirement Planning, Financial Markets, Software Project...

Education
University of Illinois at Urbana-Champaign   1994 — 1998
B.S., Finance

Shelli Nelson, PHR Shelli Nelson, PHR Chicago, Illinois Details
Shelli Nelson, PHR's Ibbotson Associates Experience September 2004 - July 2007
Job President Chicago Chapter at Think IT
Industry Information Technology and Services
Experience
York Solutions, LLC  April 2014 - Present
Tandem HR  October 2013 - March 2014
BP  February 2013 - June 2013
Legacy Marketing Partners  October 2010 - February 2013
Voyageur One, Inc.   September 2008 - October 2010
Spot Trading LLC  July 2007 - July 2008
Ibbotson Associates   September 2004 - July 2007
Applied Graphics Technologies  July 1998 - September 2004
Levi Strauss & Co.   1995 - 1998

Skills
Human Resources, Talent Management, Onboarding, Talent Acquisition, Executive Coaching, Recruiting, Employee Benefits, HR Consulting, Performance Management, Coaching, Strategic Planning, Organizational..., Employee Relations, HRIS, Employee Engagement, Applicant Tracking..., Training, Personnel Management, Organizational..., HR Policies, College Recruiting, Succession Planning, Business Development, Interviews, Workforce Planning, Deferred Compensation, Organizational Design, Employer Branding, Career Development, Mergers & Acquisitions, Change Management, Organizational Alignment, Global Talent..., Social Media..., Learning and Development, Strategy Execution

Education
Keller Graduate School of Management of DeVry University
Master's Degree

DePaul University
Certificate of Professional Achievement in Organizational Development

Drake University
Bachelor of Arts

Jason Laurie, CFA®, CFP® Jason Laurie, CFA®, CFP® Greater Chicago Area Details
Jason Laurie, CFA®, CFP®'s Ibbotson Associates Experience May 1996 - July 1997
Job CoFounder and Director at Altair Advisers LLC
Industry Investment Management
Experience
Altair Advisers  June 2002 - Present
Arthur Andersen  July 1997 - May 2002
Ibbotson Associates   May 1996 - July 1997

Education
University of Notre Dame   1992 — 1996
Bachelors, Business Administration, Finance

Kristin Veach Kristin Veach Greater Chicago Area Details
Kristin Veach's Ibbotson Associates Experience October 1995 - September 2000
Job President and Principal at Trio Creative Communications LLC
Industry Marketing and Advertising
Experience
Trio Creative Communications LLC   August 2014 - Present
Live Marketing  August 2014 - Present
Live Marketing  November 2013 - August 2014
Live Marketing  April 2012 - November 2013
Live Marketing  October 2005 - April 2012
Live Marketing  February 2002 - October 2005
Live Marketing  October 2000 - February 2002
Ibbotson Associates   October 1995 - September 2000

Skills
Integrated Marketing, B2B, Lead Generation, Content Marketing, Social Media Marketing, Online Marketing, Event Marketing, Digital Marketing, Trade Shows, Marketing Communications, Writing, Online Advertising, Marketing Strategy, Email Marketing, Social Media, Content Development, Marketing, Event Planning, Relationship Marketing, Copywriting, Creative Direction, Event Management, Creative Strategy, Direct Marketing, Web Content Management, Blogging, Strategy, B2B Marketing, Corporate Communications, Digital Strategy, Sponsorship, Digital Media, Sales, Brand Development, Product Marketing, Brand Awareness, Leadership

Education
University of Notre Dame   1991 — 1995
BA

Tom DiBari, CIMA(r) Tom DiBari, CIMA(r) Greater New York City Area Details
Tom DiBari, CIMA(r)'s Ibbotson Associates Experience October 1994 - August 1996
Job Regional DirectorNortheast Division at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners  April 2015 - Present
Geneva Advisors  August 2012 - April 2015
Pacific Income Advisers  May 1999 - August 2012
PaineWebber  August 1996 - May 1999
Ibbotson Associates   October 1994 - August 1996
PNC Bank  1992 - 1994

Skills
Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, New Business Development, Separately Managed..., Hedge Funds, Fixed Income, Alternative Investments, Investment Strategies, Financial Advisory, Asset Managment, Financial Services, High Net Worth..., Securities, Financial Markets, Training, ETFs, Relationship Management, Series 65, Sales Presentations, Business Relationship..., Institutional Clients, Municipalities, Certified Investment..., CRM, Investment Advisory, Institutional..., Selling, Salesforce.com, Investment Products, Taft-Hartley Clients, Foundations and..., Consultative Selling, Consultant Relations, Client Service, Investment Policy..., Seminars, Practice Management, Public Speaking, Series 7, Sales

Education
University of Notre Dame - Mendoza College of Business   1990 — 1992
MBA, Finance

The Johns Hopkins University   1984 — 1988
BA, Economics

Mater Dei High School   1981 — 1984

IMCA

Jim Licato Jim Licato Chicago, Illinois Details
Jim Licato's Ibbotson Associates Experience January 1999 - December 2005
Job Senior Product Manager, Retirement Solutions at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management  January 2014 - Present
Morningstar  March 2011 - January 2014
Morningstar  October 2007 - March 2011
Zacks Investment Research  December 2005 - October 2007
Ibbotson Associates   January 1999 - December 2005

Skills
Portfolio Management, Equities, Investments, Finance, Valuation, Integrated Marketing, Relationship Management, Trading, Project Management, Asset Allocation, Financial Services, Mutual Funds, Product Development, Strategy, Asset Management

Education
Loyola University of Chicago   2004 — 2006
Master of Business Administration (MBA), Finance

Loyola University of Chicago   1994 — 1998
Bachelor of Business Administration (BBA), Finance

Jeff Magit Jeff Magit Greater Chicago Area Details
Jeff Magit's Ibbotson Associates Experience January 2011 - Present
Job Sr. Marketing Manager
Industry Financial Services
Experience
Ibbotson Associates   January 2011 - Present
Ibbotson Associates   July 2004 - December 2010
Ibbotson Associates   November 1999 - July 2004
Cova Life Insurance Company   September 1996 - October 1999

Skills
Asset Allocation, Client Service, New Business Development, Public Speaking, Annuities, Marketing Strategy, Account Management, Insurance, Excel, Word, Product Marketing, Sales Support, Fixed Annuities, Business Development, Financial Services, Marketing, Sales, Sales Operations, Asset Management

Education
University of Phoenix   2005 — 2006
MBA, Global Management

Arizona State University   1985 — 1989
Bachelor of Science, Finance

Stevenson High School   1981 — 1985

Katie Birmingham Weigel Katie Birmingham Weigel Greater Boston Area Details
Katie Birmingham Weigel's Ibbotson Associates Experience October 1986 - May 1988
Job Portfolio Manager at ThomasPartners
Industry Financial Services
Experience
ThomasPartners   January 2012 - Present
LongPoint Financial Planning   May 2004 - December 2011
ThomasPartners, Inc   November 2002 - April 2004
Russell Investments  1988 - 1993
Frank Russell Company  1988 - 1993
Ibbotson Associates   October 1986 - May 1988

Education
University of Minnesota-Twin Cities   1982 — 1984
MS, Applied Economics and Statistics

University of Wisconsin-Eau Claire   1978 — 1982
BA, Economics

Adrian Kurniadjaja Adrian Kurniadjaja Chicago, Illinois Details
Adrian Kurniadjaja's Ibbotson Associates Experience June 2002 - December 2011
Job Associate Partner, Equity Research at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt  January 2012 - Present
Ibbotson Associates   June 2002 - December 2011
Mercer  1999 - 2002

Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Emerging Markets, Mutual Funds, Securities

Education
University of Melbourne
Bachelor of Commerce, Actuarial Studies and Economics

Walter Chase Walter Chase Northbrook, Illinois Details
Walter Chase's Ibbotson Associates Experience November 1997 - March 2006
Job Manager of CRM Implementation and Operations at Stericycle
Industry Environmental Services
Experience
Stericycle  June 2011 - Present
Kastle Systems  June 2006 - June 2011
Ibbotson Associates   November 1997 - March 2006
CCC Information Services  May 1992 - November 1997

Skills
Salesforce.com, Training, CRM, Project Management, Account Management, Leadership, New Business Development, Management, Software Documentation, Enterprise Software, SugarCRM, Testing, Software Project..., Requirement..., Cross-functional Team..., Rightnow.com, Scrum, Agile Project Management, Agile & Waterfall..., Team Building, Sales Operations, Process Improvement, Sales, Strategic Planning

Education
Lake Forest Graduate School of Management   2000 — 2004
Masters, Masters in Business Administration

Lake Forest College   1987 — 1989
Bachelor of Arts, International Relations - Politics, French, Economics

Ithaca College   1985 — 1986
Physics

Highland Park High School   1982 — 1985

David Rappaport, CFA David Rappaport, CFA Greater Atlanta Area Details
David Rappaport, CFA's Ibbotson Associates Experience 1998 - 2002
Job Senior Vice President at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.  2014 - Present
Inverness Advisors, LLC   2009 - 2014
Stanford Group Company  2008 - 2009
Thomas Weisel Partners  2006 - 2008
SG Cowen  2004 - 2006
Ibbotson Associates   1998 - 2002

Skills
Investment Banking, Venture Capital, Valuation, Mergers, Financial Modeling, Private Equity, Equities, Due Diligence, Investments, Portfolio Management, Alternative Investments, Corporate Finance, Asset Managment, Capital Markets, Corporate Development, Financial Analysis, Asset Allocation, Mergers & Acquisitions, Private Placements

Education
Emory University - Goizueta Business School   2002 — 2004
MBA

University of Wisconsin-Madison   1993 — 1997
BBA, Finance and Economics

Lori Howard, PCC CEC CPRW Lori Howard, PCC CEC CPRW Greater Chicago Area Details
Lori Howard, PCC CEC CPRW's Ibbotson Associates Experience 2000 - 2006
Job Career Transformation Coach | Resume Writer | Launch a Career You Love | Authentically Leverage Your Strengths & Values
Industry Professional Training & Coaching
Experience
UnearthYourWorth®   January 2007 - Present
REA - Partners in Transition  September 2010 - Present
Next-Job (Outplacement Services)   2011 - 2012
Stockyards Theatre Project   2006 - 2011
Olenick & Associates (Consulting)   2007 - 2009
Ibbotson Associates   2000 - 2006
CNA Insurance  1997 - 2000
Advanced Health Med-E-Systems, Inc. (Medical Systems)   1996 - 1997
RR Donnelley - Database Technology Services (Pre-Press Publishing)   1994 - 1996
CCH  1990 - 1994

Skills
Career Development, Career Identity, Career Counseling, Coaching, Executive Coaching, Resume Writing, Interviews, Personal Branding, Career Management, Leadership, Job Search Strategies, Training, Public Speaking, Workshop Facilitation, Workshops, Personal Development, Management Development, Executive Development, Life Coaching, Job Search, Career Assessment, Social Networking, Entrepreneurship, Resume, Career Development..., Interview Preparation, Outplacement, Work Life Balance, Career Transitions, Staff Development, 360 Feedback, Business Coaching, Confidence Building, Personal Coaching, Design Workshops, Facilitation, Training Delivery, Change Management, Writing

Education
Mentor Coach, LLC   2012 — 2014
Certified Mentor Coach, Certified Executive Coach, Executive Coaching and Small Business Coaching

University of Delaware
Bachelor's of Electrical Engineering, Minor: Computer Science

Jim Kearney Jim Kearney Greater Chicago Area Details
Jim Kearney's Ibbotson Associates Experience 1993 - 1996
Job Senior Vice President, Director of Wealth Management Tools and Platform Strategy
Industry Financial Services
Experience
Northern Trust Corporation  2006 - Present
Mercer Investment Consulting  2006 - 2006
Northern Trust Corporation  2004 - 2006
Northern Trust Corporation  1997 - 2004
Ibbotson Associates   1993 - 1996
Kemper Financial Services  1992 - 1993

Skills
Investments, Wealth Management, Change Management, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Strategic Planning, Public Speaking, Program Management, Institutional Investors, Business Strategy, Asset Managment, Institutional..., Product Management, Mutual Funds, Morningstar Direct, Financial Services, Risk Management, Investment Management, Hedge Funds, Equities, Investment Strategies, Securities, Wealth Management..., Series 7, High Net Worth..., Separately Managed...

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA, Strategic Management, Marketing, and Technology & E-Commerce

University of Iowa   1987 — 1991
Bachelor of Arts

Charles Roth Charles Roth Phoenix, Arizona Details
Charles Roth's Ibbotson Associates Experience 2000 - 2003
Job SVP, Head of Investment Advisory at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management  2011 - Present
CDI Strategies   2010 - 2011
Wilshire Associates  June 2004 - 2008
Ibbotson Associates   2000 - 2003
Kemper Financial Services Inc.   1985 - 1995

Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Business Development, Portfolio Management, Asset Management, Product Management, Investment Advisory, Relationship Management, CRM, Morningstar Direct, Leadership, Financial Advisory, Competitive Analysis, Finance, Retirement, Management

Education
The University of Chicago Booth School of Business   1982 — 1984

Loyola University Chicago
BBA, Marketing

Jeff Mercer, PhD Jeff Mercer, PhD Lubbock, Texas Details
Jeff Mercer, PhD's Ibbotson Associates Experience 2000 - 2000
Job Professor and Briscoe Chair in Finance at Texas Tech University
Industry Higher Education
Experience
Texas Tech University  August 2002 - Present
Ibbotson Associates   2000 - 2000

Skills
Fixed Income, Derivatives, Economics, Valuation, Portfolio Management, Risk Management, Finance, Equities, Investments, Wealth Management, Investment Management, Alternative Investments, Customer Service, Higher Education

Education
Texas Tech University   1986 — 1991
Master of Science (M.S.), Finance

Texas Tech University   1986 — 1991
Doctor of Philosophy (PhD), Finance

Scott Majeski, WRT, FSRT Scott Majeski, WRT, FSRT Greater Chicago Area Details
Scott Majeski, WRT, FSRT's Ibbotson Associates Experience March 2001 - March 2006
Job Entrepreneur & Owner of PuroClean Property Restoration Specialists
Industry Consumer Services
Experience
PuroClean Property Restoration Specialists   March 2009 - Present
Mesirow Financial  March 2006 - November 2009
Ibbotson Associates   March 2001 - March 2006
Thompson Financial  1997 - 1999

Skills
Fire Management, Mold, Water, Mold Remediation, Water Damage, Insurance, Small Business, New Business Development, Team Building, Contract Negotiation, Restoration, Management, Marketing, Indoor Air Quality, Leadership, Remediation, Due Diligence, Analysis, Real Estate, Mitigation, Carpet Cleaning, Portfolio Management, Asset Management, Water Damage Restoration, Investments, Program Management, Entrepreneurship, Consulting, Start-ups, Executive Management, Residential Homes, Product Marketing

Education
Illinois Institute of Technology   1993 — 1996
MS, Financial Markets and Trading

Coe College   1986 — 1990
BA, Business

Lane Tech HS   1982 — 1986
Diploma, General Studies

Barry Feldman Barry Feldman Greater Chicago Area Details
Barry Feldman's Ibbotson Associates Experience May 2000 - July 2004
Job Senior Research Analyst at FTSE Russell
Industry Financial Services
Experience
FTSE Russell  April 2015 - Present
Russell Investments  May 2006 - April 2015
Prism Analytics   July 2004 - May 2006
Ibbotson Associates   May 2000 - July 2004
Scudder Kemper Investments Inc   September 1997 - May 2000
AT&T  September 1996 - June 1997

Education
Stony Brook University   1990 — 1996
Doctor of Philosophy (Ph.D.), Economics

Computational Economics Workshop, Santa Fe Institute

Summer School in Complex Systems, Santa Fe Institute

Visiting Scholar, Brookhaven National Laboratory
Laboratory of Per Bak

Massachusetts Institute of Technology   1975 — 1978
Bachelor’s Degree, Economics

Jesse Lambersky Jesse Lambersky Greater Chicago Area Details
Jesse Lambersky's Ibbotson Associates Experience October 2011 - Present
Job Investment Analyst
Industry Financial Services
Experience
Ibbotson Associates   October 2011 - Present
TCS Metal   June 2009 - August 2010
Leo Burnett  June 2007 - August 2007
REMG Entertainment Corporation   June 2006 - August 2006
Gap Inc.  January 2004 - August 2005

Education
IE (Instituto de Empresa)   2010 — 2011
MIF, Finance

Huron University College   2005 — 2009
BMOS, Finance

Alex Kaye, CFA Alex Kaye, CFA San Francisco, California Details
Alex Kaye, CFA's Ibbotson Associates Experience 2004 - 2007
Job Head of Research at McMorgan & Company
Industry Investment Management
Experience
McMorgan & Company  2014 - Present
Credit Suisse  2011 - 2013
Wilshire Associates  2007 - 2010
Ibbotson Associates   2004 - 2007
UBS Global Asset Management  1997 - 2003

Skills
Chartered Finacial..., Series 7, Series 66, Asset Allocation, Portfolio Management, Due Diligence, Investments, Institutional..., Investment Strategies, Financial Advisory, Alternative Investments, Fixed Income, Finance, Investment Management, Equities, Asset Management

Education
University of Iowa   1988 — 1991
BBA, Finance

Devin DeStefano, CFP® Devin DeStefano, CFP® Greater St. Louis Area Details
Devin DeStefano, CFP®'s Ibbotson Associates Experience June 1995 - June 1997
Job Managing Director Next Generation Advisor Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2013 - Present
Wells Fargo Advisors  April 2008 - March 2013
Wells Fargo Advisors  April 2004 - April 2008
Mesirow Financial  June 1997 - April 2004
Ibbotson Associates   June 1995 - June 1997

Skills
Series 7, Wealth Management, Series 63, Series 65, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Practice Management, Leadership, Public Speaking, Business Strategy, Product Development, Entrepreneurship, Certified Financial...

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Securities Industry Institute (Sponsored by SIFMA), Investments and Securities

Western University   1994 — 1995
MA, Economics

Lake Forest College   1990 — 1994
BA, Economics and International Relations

Sheryl Cohen Becker, MBA Sheryl Cohen Becker, MBA Greater Chicago Area Details
Sheryl Cohen Becker, MBA's Ibbotson Associates Experience March 1997 - June 1999
Job VP of Mortgage Lending, Loan Officer; home purchase or refinance loans; former owner of Revere with Ray Cohen
Industry Financial Services
Experience
Guaranteed Rate  April 2015 - Present
Prospect Mortgage, LLC  January 2011 - April 2015
Wintrust Mortgage Corporation  March 2009 - December 2010
Revere Mortgage   July 2001 - March 2009
Mercer Human Resources  February 2002 - October 2002
Lipton, division of Unilever   May 2000 - August 2000
Ibbotson Associates   March 1997 - June 1999
ABN AMRO  August 1995 - March 1997

Skills
Loans, Mortgage Lending, Refinance, Investment Properties, Residential Homes, Financial Analysis, Credit, Finance, Strategic Planning, Loan Origination, Credit Analysis, Business Development, Budget, Loan Originator, Mortgage Industry, FHA financing, HARP, Renovation Lending, 203K, HomePath, HomeStyle, HARP 2.0, Mortgage Banking, New Home Purchase, First Time Home Buyers, Residential Mortgages, Renovation, Budgets, Real Estate, Real Estate Transactions, VA loans, USDA, VA Loans, FHA, Sales, Investors, FHA Financing

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
MBA, Marketing and Management & Organizational Behavior

University of Illinois at Urbana-Champaign - College of Business   1991 — 1995
BS, Finance

New Trier High School   1987 — 1991

John Shelbourne, CFA John Shelbourne, CFA Chicago, Illinois Details
John Shelbourne, CFA's Ibbotson Associates Experience January 2014 - Present
Job Senior Investment Analyst at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates   January 2014 - Present
Morningstar  January 2013 - December 2013
Morningstar Australasia Pty Ltd.   February 2008 - December 2012
Morningstar  December 2006 - February 2008
Great Northern Corporation  June 2003 - July 2006

Education
Purdue University - Krannert School of Management   1998 — 2003
Bachelor of Science (BS), Industrial Management/Management Information Systems

Amy Howe Ost, CFP® Amy Howe Ost, CFP® Greater Chicago Area Details
Amy Howe Ost, CFP®'s Ibbotson Associates Experience 1996 - 2000
Job Senior Product Manager Financial Planning at Morningstar
Industry Financial Services
Experience
Morningstar  2014 - Present
Morningstar  2011 - 2014
Morningstar  2008 - 2011
Morningstar  2002 - 2008
Morningstar  2000 - 2002
Ibbotson Associates   1996 - 2000
Irwin Professional Publishing   1994 - 1996
College for Financial Planning  1982 - 1994

Skills
Product Management, Product Development, Financial Modeling, Enterprise Software, Personal Financial..., Specification..., Business Requirements, Personnel Management, Strategic Planning, Investments, Portfolio Management, Mutual Funds, Financial Services, Program Management, Morningstar Direct, Management

Education
Regis University   1988 — 1994
Master of Business Administration (MBA), Marketing Strategy

College for Financial Planning   1983 — 1986
CFP Professional Education Program

University of Kentucky   1978 — 1982
Bachelor's degree, English

Ezra Zask Ezra Zask New York, New York Details
Ezra Zask's Ibbotson Associates Experience April 2003 - July 2006
Job President, Liquid Alternative Investments Company, LLC
Industry Financial Services
Experience
Liquid Alternative Investments Company, LLC   December 2013 - Present
SFC Associates   January 2010 - 2014
Ezra Zask Advisors, LLC   January 1998 - January 2010
Azimuth Trust   2006 - 2007
Ibbotson Associates   April 2003 - July 2006
Advisor Software  2001 - 2001
Ezra Zask Associates, LLC   March 1991 - June 1998
Manufacturers Hanover Trust  1990 - 1998
BNY Mellon  1988 - 1991

Skills
Expert Witness, Due Diligence, Hedge Funds, FX, Derivatives, Trading, Options, Swaps, Structured Products, Fixed Income, Equities, Commodities, Money Market, Hedging, Private Equity, Alternative Investments, Capital Markets, Fund Of Funds, Currency, Valuation, Investment Banking, Securities, Bonds, Financial Markets, Interest Rate..., Rates, Mergers, Equity Derivatives, Asset Management, Prime Brokerage, Forwards, Credit Derivatives, Proprietary Trading, Market Risk, FX Options, Portfolio Management, ISDA, FX trading, Litigation Support, Corporate Finance, Global Macro, Investments, Risk Management, Banking, MBS, Bloomberg, Quantitative Analysis, Financial Modeling, Economics, Emerging Markets

Education
Columbia University   1973 — 1975
MA, Political Science, Economics

Princeton University   1968 — 1972
B.A., Economics

Brian Nash Brian Nash Ridgefield, Connecticut Details
Brian Nash's Ibbotson Associates Experience 2003 - 2006
Job Regional Vice President Sales at Docupace Technologies
Industry Financial Services
Experience
Docupace Technologies  October 2014 - 2015
Broadridge  January 2012 - August 2013
EISI  2010 - 2011
Mesirow Financial  2006 - 2010
Ibbotson Associates   2003 - 2006
Associated Press  2001 - 2003
Bridge Information Systems  1989 - 2001
US Army  January 1986 - December 1990

Skills
Financial Services, Relationship Management, Business Development, New Business Development, Investments, Capital Markets, Securities, Mutual Funds, Start-ups, Equities, Retirement, Retirement Plan..., Sales, Salesforce.com, Strategic Planning, BPO, Outsourcing, Contract Negotiation, Direct Sales, Fixed Income, Solution Selling, Investment Strategies, Asset Management, Market Data, Miller Heiman Sales..., 401k, Technology

Education
Longview Community College   1988 — 1991

Feng (Forrest) Lin Feng (Forrest) Lin Orlando, Florida Details
Feng (Forrest) Lin's Ibbotson Associates Experience 1998 - 2000
Job GIS Lead Applications Development at Orange County Government
Industry Government Administration
Experience
Orange County Government  January 2014 - Present
Orange County Government  January 2012 - January 2014
McHenry County Government  June 2009 - January 2012
Triton-Tek, Inc.   2007 - 2009
Mill Creek Systems, Inc.   2002 - 2007
Fiserv Insurance Solutions  2000 - 2002
Ibbotson Associates   1998 - 2000

Skills
LINQ, HTML, C++, JavaScript, Python, SOA, VMware ESX, ASP.NET, C#, SQL Server, .NET, Visual Studio, WCF, Silverlight, IIS, SQL, XML, WPF, TFS, AJAX, ADO.NET, Windows, T-SQL, C, ASP, VB.NET, Visual Basic, ASP.NET MVC, WinForms, Stored Procedures, Web Services, CSS, Windows Server, Expression Blend, RIA, jQuery, Entity Framework, SSIS, SSRS, ASP.NET AJAX, XAML, SharePoint, Web Applications, COM, ArcGIS, GIS, Database Design, Application Development, Databases, Web Development

Education
University of Illinois at Chicago   2002 — 2003

Loyola University Chicago   1997 — 1999
Master

State University of New York at Buffalo   1995 — 1997
Master

James St. Aubin James St. Aubin Greater Los Angeles Area Details
James St. Aubin's Ibbotson Associates Experience September 2004 - June 2008
Job Managing Director at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management  January 2015 - Present
Wilshire Associates  June 2008 - January 2015
Ibbotson Associates   September 2004 - June 2008
Morgan Stanley Smith Barney  January 2000 - September 2004

Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization

Education
DePaul University
BS

Daniel Kohanzo Daniel Kohanzo Greater Chicago Area Details
Daniel Kohanzo's Ibbotson Associates Experience January 2000 - March 2003
Job Vice President Walton Internation Group
Industry Investment Management
Experience
Cedar Capital  November 2014 - April 2015
Astor Investment Management  January 2014 - April 2015
Waveland Capital Group  January 2010 - January 2014
Man Investments  June 2003 - June 2009
Ibbotson Associates   January 2000 - March 2003

Skills
Investments, Private Equity, Asset Management, Securities, Financial Services, Investment Banking, Financial Advisory, Finance, Funding, Alternative Investments, Mutual Funds, Series 7

Education
The University of Kansas   1992 — 1996
BGS, Communications/Business

Fremd High School   1988 — 1992

Heather (Fabian) Hurtado Heather (Fabian) Hurtado Westmont, Illinois Details
Heather (Fabian) Hurtado's Ibbotson Associates Experience 1994 - 1998
Job Communications Consultant
Industry Public Relations and Communications
Experience
SpinfreePR   2003 - Present
McCoy Energy Consulting   2012 - Present
Trans-Elect, LLC   2006 - 2008
WIRES   2006 - 2007
Michigan Electric Transmission Company (METC)   2003 - 2006
Depression and Bipolar Support Alliance  2002 - 2003
Northwestern Memorial Hospital  2002 - 2003
Ketchum  1999 - 2001
ComEd  1998 - 1999
Ibbotson Associates   1994 - 1998

Skills
Corporate Communications, Strategic Communications, Crisis Communications, Marketing Communications, Internal Communications, Writing, Creative Writing, Technical Writing, Report Writing, News Writing, Resume Writing, Speech Writing, Financial Reporting, Annual Reports, Investigative Reporting, Executive Management, Corporate Finance, Public Speaking, Speakers Bureau, Issues Managment, Utility Industry, Media Relations, Trade Shows, Media Trained, Media Skills Training, Spokesperson, Strategic Planning, Crisis Management, Newsletters, Press Releases, Public Relations, Web Content

Education
Michigan State University
Bachelor of Arts (B.A.), Journalism

Jim Mihos, CFA Jim Mihos, CFA Greater Chicago Area Details
Jim Mihos, CFA's Ibbotson Associates Experience 1998 - 1999
Job Investment Consultant at Aon Hewitt Investment Consulting, Inc.
Industry Financial Services
Experience
Aon Hewitt Investment Consulting, Inc.   August 2005 - Present
Morgan Stanley  2004 - 2005
CDW  2003 - 2004
W.W. Grainger   1999 - 2003
Ibbotson Associates   1998 - 1999

Skills
Investments, Asset Allocation, Mutual Funds, Asset Managment, Financial Modeling, Portfolio Management, Wealth Management, Equities, Investment Strategies, Defined Contribution, Asset Management, Retirement, 401k, Valuation, Series 7, Financial Services, Investment Management, Finance, Alternative Investments, Fixed Income, Strategic Financial..., Risk Management, Financial Analysis, Investment Advisory, Morningstar

Education
University of Illinois at Chicago   1996 — 1999
Finance, Finance & Accounting

Al Augustinas Al Augustinas Greater Chicago Area Details
Al Augustinas's Ibbotson Associates Experience December 2005 - June 2006
Job Application Development Architect and Leader
Industry Automotive
Experience
J.P. Morgan   April 2013 - Present
Progressive Automotive Systems   November 2008 - April 2013
FHLBC  June 2006 - November 2008
Ibbotson Associates   December 2005 - June 2006
Verety LLC (SEI)   December 2004 - December 2005
SEI Information Technology  May 1992 - December 2004
Wallace Computer Services  1987 - 1992
CDI Systems  January 1984 - April 1987
City Colleges of Chicago  January 1981 - January 1984
American Medical Association  September 1979 - January 1981

Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Integration, SQL, Enterprise Architecture, Business Intelligence, C#, Application Architecture, JavaScript, C++, ASP.NET, SaaS, Web Applications, Ext JS, MongoDB, Visio, Business Analysis, Quality Assurance, SOA, Web Services, Unix, Scrum, SharePoint, Product Management, Microsoft SQL Server, Software Development, XML, Software Documentation, .NET, Process Improvement, Vendor Management, Business Process..., Requirements Gathering, Project Management, Architecture, Access, IT Strategy, System Architecture, Data Warehousing, Enterprise Software, Agile Project Management, IT Management, Management, Databases, Visual Basic, Database Design, Solution Architecture, Testing

Education
Northeastern Illinois University   1984 — 1985

City Colleges of Chicago-Richard J Daley College   1980 — 1983

Control Data Institute   1979 — 1979

University of Illinois at Chicago   1978 — 1979

Valerie Jefferies Valerie Jefferies Greater Chicago Area Details
Valerie Jefferies's Ibbotson Associates Experience October 2005 - August 2006
Job Manager Technology II
Industry Information Technology and Services
Experience
?   Testing and Quality Assurance ManagerBlue Cross Blue Shield of Illinois, New Mexico, Oklahoma & TexasSeptember 2006 - May 2012
Ibbotson Associates   October 2005 - August 2006
Hewitt  2003 - 2004
Hewitt Associates  2003 - 2004
Valil Consulting, Inc   November 1997 - February 2003
CNA Insurance  1995 - 1997
IBM  1984 - 1985

Skills
SDLC, Quality Assurance, Project Planning, Testing, Team Leadership, Program Management, Enterprise Architecture, Quality Center, IT Strategy, SQL, Team Building, Requirements Analysis, Vendor Management, Process Improvement, Test Planning, Software Quality..., User Acceptance Testing, Test Automation, Software Project..., Requirements Gathering, ITIL, Leadership, Business Process..., Test Management, Business Analysis, Change Management, Recruiting, Business Process, PMO, Visio, Agile Methodologies, Cross-functional Team..., MS Project, Integration, PMP

Education
Lake Forest Graduate School of Management   2010 — 2013
Master of Business Administration, Healthcare

Illinois Institute of Technology   1982 — 1988
Bachelor of Business Administration, Industrial Management

Kelly Rickert Kelly Rickert Greater Chicago Area Details
Kelly Rickert's Ibbotson Associates Experience January 1995 - January 1997
Job Creative Director at Goodman Theatre
Industry Graphic Design
Experience
Goodman Theatre  2002 - Present
Concrete Cloud   January 2002 - January 2003
Torque  1997 - 2002
Ibbotson Associates   January 1995 - January 1997

Education
The School of the Art Institute of Chicago
BFA

Patrick Dreyer Patrick Dreyer San Diego, California Details
Patrick Dreyer's Ibbotson Associates Experience 1997 - 1999
Job Experienced Graphic Designer
Industry Marketing and Advertising
Experience
Brandes Investment Partners  January 2000 - July 2013
Ibbotson Associates   1997 - 1999
Information Resources, Inc  December 1993 - September 1997
Up With People  1989 - 1990

Skills
SharePoint, Illustrator, Social Media, Microsoft Excel, Investments, Graphic Design, Web Design, Annual Reports, Team Leadership, Mac, Photoshop, Advertising, Microsoft Office, Project Planning, HTML, User Interface Design, Social Media Marketing, Management, Marketing Strategy, Microsoft Word, Training, Marketing, Analysis, Visio, Copywriting, Information Architecture, Customer Service, Layout, Marketing Communications, Graphics, Project Management, Direct Mail, PowerPoint, Dreamweaver, Outlook, Online Advertising, Event Planning, Digital Media, Catalogs, Corporate Branding

Education
Columbia College Chicago   1991 — 1993
Design

Madison Area Technical College   1990 — 1991

Up With People   1989 — 1990

Portage Sr. High   1987 — 1989

David Montgomery, PMP, CSM David Montgomery, PMP, CSM Greater Chicago Area Details
David Montgomery, PMP, CSM's Ibbotson Associates Experience 1989 - 1999
Job Program/project Manager, Scrum Master
Industry Information Technology and Services
Experience
TEKsystems  October 2014 - Present
Modis  September 2013 - September 2014
TEKsystems  April 2012 - September 2013
David Montgomery Consulting   August 2006 - April 2012
Bank of America/Merrill Lynch  March 2010 - December 2011
Arroweye Solutions  July 2008 - March 2010
Slalom Consulting (Chicago)   August 2006 - September 2007
Wolters Kluwer  2001 - 2005
Morningstar, Inc  1999 - 2001
Ibbotson Associates   1989 - 1999

Skills
Financial Markets, Product Development, Program Management, Business Analysis, Product Management, Software Project..., SDLC, PMO, Software Development, Process Improvement, Project Planning, Risk Management, Change Management, IT Strategy, Leadership, Management, Business Process..., Vendor Management, Business Strategy, Strategy, Business Process, Business Intelligence, Integration, Requirements Analysis, PMP, Project Portfolio..., Cross-functional Team..., Agile Project Management, Management Consulting, CRM, Business Planning

Education
Boston University   2006 — 2007
Certificate, Project management

The University of Chicago Booth School of Business   1975 — 1977
MBA, Finance, Accounting, Marketing

Macalester College   1970 — 1974
BA, Economics

Sweet Home High School   1966 — 1970

Scott Lummer, Ph.D., CFA Scott Lummer, Ph.D., CFA San Francisco Bay Area Details
Scott Lummer, Ph.D., CFA's Ibbotson Associates Experience 1992 - 1998
Job Chief Executive Officer, Chief Investment Officer at Savant Investment Group, LLC
Industry Investment Management
Experience
Savant Investment Group, LLC   2013 - Present
6th Street Playhouse  July 2010 - Present
Savant Investment Group, LLC   2010 - Present
Sonoma Country Day School  2004 - 2013
Atlantic Asset Management  2002 - 2010
mPower  1998 - 2001
Ibbotson Associates   1992 - 1998
Texas A&M University  1983 - 1992
Manufacturers Hanover Trust  1986 - 1987

Skills
Asset Allocation, Investment Strategies, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Investments, Investment Management, Equities, Investment Advisory, Fixed Income, Wealth Management

Education
Purdue University - Krannert School of Management   1979 — 1983
Ph.D., Finance

Purdue University   1975 — 1979
BS, Math

David Sowinski David Sowinski Greater Chicago Area Details
David Sowinski's Ibbotson Associates Experience July 2001 - December 2004
Job Researcher, Designer, Developer at Private Proprietary Trading Company
Industry Financial Services
Experience
MOCHO Trading, LLC   January 2015 - Present
Spot Trading LLC  March 2014 - Present
Chopper Trading  July 2010 - February 2014
Trading Technologies  January 2009 - July 2010
PEAK6  January 2008 - January 2009
Trading Technologies  December 2004 - January 2008
Ibbotson Associates   July 2001 - December 2004
Information Security Corporation   July 1997 - July 2001
Fermilab  1994 - 1997
United States Air Force  1985 - 1991

Skills
STL, Boost, Low Latency, Multithreading, Trading Systems, Electronic Trading, C++, Python, Software Engineering, Perl, Object Oriented Design, Linux, Software Development, Unix, OOP, MIPS, Cavium, Myrinet, Solarflare, C, Distributed Systems, Market Data, Trading System, C/C++ STL, Shell Scripting, Exchange Connectivity, High Frequency Trading, Software Design, Unix Shell Scripting, Bash, CVS, Algorithms, ClearCase, Quantitative Finance, Billiards

Education
University of California, Berkeley   2015 — 2017
Master of Science (M.Sc.), Computer Science

Illinois Institute of Technology   1995 — 1997
Master of Science (M.Sc.), Physics

Lewis University   1991 — 1994
Bachelor of Science (B.Sc.), Physics, 3.96 / 4.0

Lewis University   1991 — 1994
Bachelor of Science (B.Sc.), Mathematics, 3.92 / 4.0

Thomas McCue Thomas McCue Greater Chicago Area Details
Thomas McCue's Ibbotson Associates Experience May 2001 - December 2003
Job Private Banking Relationship Manager at US Bank
Industry Banking
Experience
US Bancorp - The Private Client Group   November 2014 - Present
US Bank  March 2011 - November 2014
PNC Bank  January 2007 - March 2011
Andersen Financial Group   February 2005 - January 2007
Ibbotson Associates   May 2001 - December 2003

Skills
Investments, Asset Allocation, Banking, Loan Origination, Public Speaking, Credit, Finance, Loans, Management, Morningstar, Mortgage Lending, Sales, Relationship Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2003 — 2004
MBA, Business

Northwestern University   2002 — 2002
Investments I

University of Wisconsin-Madison   1992 — 1996
Bachelor of Arts (B.A.)

St. Thomas Academy
High School, Catholic, all boys, college preparatory and military(JROTC)

Anne Zambrano Anne Zambrano Chicago, Illinois Details
Anne Zambrano's Ibbotson Associates Experience August 2003 - March 2006
Job Account Executive at Total Event Resources
Industry Hospitality
Experience
MPI Chicago Area Chapter  July 2014 - June 2015
MPI Chicago Area Chapter  July 2013 - June 2014
MPI  June 2011 - June 2013
Eved  February 2010 - June 2012
Morningstar Advisor   March 2006 - June 2007
Ibbotson Associates   August 2003 - March 2006
CH Robinson  June 1999 - April 2003

Skills
Key Account Management, Account Management, Key Account Development, New Business Development, Strategic Sales, Global Sales, Software Implementation..., Program Management, Meeting Planning, Event Planning, Event Management, Event Marketing Strategy, Marketing Strategy, Email Marketing, Technical Writing, Creative Writing, Sales Presentations, Strategic Sourcing, Strategic Meetings..., Enterprise Software, Business Development, Business Strategy, Trade Shows, Tourism, Team Building, Budgets, Contract Negotiation, Corporate Events, Forecasting, Hospitality, Hotels, Incentives, Lead Generation, Leadership, Management, Marketing, Marketing Management, Public Relations, Proposal Writing, Relationship Management, Relationship Marketing, Sales, Sales Management, Salesforce.com, Selling, Sponsorship, Strategic Partnerships, Strategic Planning

Education
Roosevelt University   2007 — 2009
MS

Northern Illinois University   1995 — 1999
BS

Naperville North High School   1992 — 1995

Sean McAlister Sean McAlister Greater Chicago Area Details
Sean McAlister's Ibbotson Associates Experience January 2005 - May 2006
Job Regional Sales Executive at Novomatic Americas Sales, LLC
Industry Gambling & Casinos
Experience
Novomatic Americas Sales, LLC   March 2015 - Present
Bally Technologies  October 2008 - January 2015
Wilshire Associates  April 2006 - October 2008
Ibbotson Associates   January 2005 - May 2006

Education
University of Notre Dame   1994 — 1997

Bill Coumas, CFP® Bill Coumas, CFP® Greater Chicago Area Details
Bill Coumas, CFP®'s Ibbotson Associates Experience August 2004 - July 2006
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock  December 2013 - Present
Nuveen Investments  July 2006 - December 2013
Ibbotson Associates   August 2004 - July 2006
Cedar Hill Wealth Management   January 2002 - August 2004

Skills
Investment Strategies, Hedge Funds, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Investment Advisory, Due Diligence, Securities, Series 7, Asset Management, Investment Management, Alternative Investments, Equities

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2011

Miami University   1992 — 1996
B.S., Accounting

James, Ph.D, CFA, Xiong James, Ph.D, CFA, Xiong Greater Chicago Area Details
James, Ph.D, CFA, Xiong's Ibbotson Associates Experience August 2006 - March 2013
Job Head of Quantitative Research at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar  March 2013 - Present
Ibbotson Associates   August 2006 - March 2013
Morningstar Associates  August 2003 - August 2006
Morningstar Online Advice   May 2000 - August 2003
Argonne National Lab. & NIU   May 1997 - April 2000

Skills
Portfolio Management, Risk Management, Monte Carlo Simulation, VAR, Asset Allocation, Quantitative Analytics, Equities, Asset Managment, Investment Strategies, Portfolio Optimization, Investments, Financial Modeling, Alternative Investments, Hedge Funds, Financial Markets

Education
University of Houston   1992 — 1996
Ph.D, Physics

Chinese Academy, Institute of Plasma Physics   1989 — 1992
M.S. Candidate, Superconductor Physics

Wuhan University   1985 — 1989
B.S., Physics

Lucian Marinescu, CFA Lucian Marinescu, CFA Greater Chicago Area Details
Lucian Marinescu, CFA's Ibbotson Associates Experience June 2012 - March 2014
Job Portfolio Manager
Industry Investment Management
Experience
Morningstar  May 2015 - Present
Morningstar  April 2014 - May 2015
Ibbotson Associates   June 2012 - March 2014
Ibbotson Associates   June 2010 - June 2012

Skills
Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Alternative Investments, Investment Management, Portfolio Management, Investments, Equities, Fixed Income, Hedge Funds, Financial Modeling

Education
The University of Chicago - Booth School of Business   2006 — 2009
Master of Business Administration (M.B.A.), Analytic Finance, Economics, Strategy

Monmouth College
Bachelor of Arts (B.A.), Economics, Business

Bill Varga Bill Varga Greater Chicago Area Details
Bill Varga's Ibbotson Associates Experience August 2008 - August 2010
Job Design Manager at Morningstar Associates
Industry Financial Services
Experience
Morningstar  August 2010 - Present
Ibbotson Associates   August 2008 - August 2010
Morningstar  March 2000 - 2008
Tanagram Partners  April 1997 - August 2000

Skills
Information Design, Typography, Interaction Design, Graphic Design, Adobe Creative Suite, Visual Communication, Art Direction, User Interface Design, Branding, Creative Direction, InDesign, User Experience, Corporate Identity, Illustrator, QuarkXPress, Layout, Corporate Branding, Graphics, Concept Development, Brochures, Creative Strategy, Adobe Acrobat, Collateral, Wireframes, Packaging, Design Strategy, Usability Testing, Posters

Education
Ohio University   1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design

David Carmany David Carmany Greater Detroit Area Details
David Carmany's Ibbotson Associates Experience March 2003 - July 2005
Job Operations Manager at Kolene Corporation
Industry Machinery
Experience
Kolene Corporation  February 2013 - Present
Kolene Corporation  October 2007 - February 2013
ITC Limited, Bangalore, India   December 2006 - January 2007
Inalfa Roof Systems  May 2006 - September 2006
Ibbotson Associates   March 2003 - July 2005
Ibbotson Associates   July 2000 - March 2003

Skills
Strategic Planning, Business Analysis, Operations Management, Portfolio Management, Financial Modeling, Cross-functional Team..., Data Analysis, Management, Software Documentation, Product Development, Training, Quality Assurance, Process Improvement, Lean Manufacturing, Manufacturing, Continuous Improvement

Education
Oakland University   2005 — 2007
MBA, Operations & Entrepreneurship

Michigan State University   1992 — 1997
BA, Finance

Anne Jablo Anne Jablo Greater Chicago Area Details
Anne Jablo's Ibbotson Associates Experience 1998 - July 2003
Job at Northern Trust
Industry Banking
Experience
Northern Trust  March 2011 - Present
Royal Bank of Scotland Group / ABN AMRO NV   2004 - March 2010
University of Chicago  2003 - 2004
Ibbotson Associates   1998 - July 2003

Education
Columbia College Chicago
Bachelor of Arts

Kerry Shkor (Heraty) Kerry Shkor (Heraty) Chicago, Illinois Details
Kerry Shkor (Heraty)'s Ibbotson Associates Experience 1999 - 2001
Job Principal at Pangea Holdings LLC
Industry Financial Services
Experience
Pangea Holdings LLC   January 2012 - Present
Harbormaster Capital Management   August 2007 - December 2011
AIG SunAmerica Affordable Housing   January 2004 - September 2006
Dimensional Fund Advisors  January 2002 - August 2003
Ibbotson Associates   1999 - 2001

Skills
Strategy, Project Management, Business Strategy, Investments, Portfolio Management, Business Development, Management, Business Analysis, Financial Modeling, Financial Analysis, Consulting, Real Estate Development, Real Estate, Equities, Asset Management, Alternative Investments, Fixed Income, Real Estate Financing

Education
University College Dublin   2006 — 2007
MBA

University of Wisconsin-Madison - School of Business   1994 — 1999
BBA, Finance

John McLaughlin, CFA John McLaughlin, CFA Chicago, Illinois Details
John McLaughlin, CFA's Ibbotson Associates Experience January 2014 - Present
Job Senior Investment Consultant at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates   January 2014 - Present
R.V. Kuhns & Associates   May 2009 - January 2014
Moss Adams LLP  December 2006 - May 2009
Russell Investment Group  March 2005 - November 2006

Skills
Investments, Financial Modeling, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Financial Analysis, Equities, Investment Strategies, Hedge Funds, Private Equity, Fixed Income, Financial Services, Asset Management, Alternative Investments, Finance

Education
Seattle University   2001 — 2005
BABA, Finance

Adam Cole Adam Cole San Francisco Bay Area Details
Adam Cole's Ibbotson Associates Experience 1996 - 2000
Job Director Investment Specialist Group at MFS
Industry Investment Management
Experience
MFS  2013 - 2014
Eaton Vance  2010 - 2013
Bank of America  2000 - 2010
Ibbotson Associates   1996 - 2000

Education
Lake Forest College   1991 — 1995

Naperville North HS   1988 — 1991

Greg Barber Greg Barber Greater New York City Area Details
Greg Barber's Ibbotson Associates Experience 1994 - 1996
Job Executive with P&L management, Strategy, & Finance experience at Fortune 50 & privateequity owned CPG/retail companies
Industry Food & Beverages
Experience
PepsiCo  2010 - Present
Mrs Fields Famous Brands  2007 - 2009
Mrs Fields Famous Brands  2007 - 2007
Mrs Fields Famous Brands  2005 - 2007
NCH Corporation  2002 - 2005
Bain & Company  2000 - 2002
Zacks Investment Research  1996 - 1998
Ibbotson Associates   1994 - 1996

Skills
P&L Management, P&L responsibility, Growth Strategies, Business Strategy, Growth Initiatives, Strategic Leadership, Strategic Consulting, Strategy Development, Business Growth, Global Strategy, Executive Management, Executive Team, Corporate Development, Strategic Partnerships, Private Equity, Corporate Finance, Mergers, Company Acquisitions, Turnaround Strategy, Turnarounds, Food & Beverage, Consumer Products, Beverage Industry, Management Consulting, Investment Banking, Cross-functional Team..., Franchising, Pepsico, Strategy, Business Development, Mergers & Acquisitions, Turn Around Management, Restructuring, Acquisition Integration, Competitive Analysis

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA, Strategy, Marketing, Finance, and Leadership

Wheaton College   1991 — 1995
BS, Business / Economics

Christine Tanner Christine Tanner Greater Chicago Area Details
Christine Tanner's Ibbotson Associates Experience 2003 - 2006
Job Principal Software Quality Engineer at Trading Technologies
Industry Computer Software
Experience
Trading Technologies  May 2006 - Present
Morningstar  2006 - 2006
Ibbotson Associates   2003 - 2006
Hewitt Associates  2003 - 2003
Accenture  1997 - 2002

Skills
Test Automation, Quality Assurance, Testing, Quality Center, Requirements Analysis, SQL, Scrum, Software Quality..., Project Management, Unix, Software Development, Regression Testing, User Acceptance Testing, QTP, JIRA, Linux, Test Planning, Management, SDLC, Software Project..., Manual Testing, Agile Methodologies, Performance Testing, Test Management, Test Cases, Leadership

Education
University of Illinois at Urbana-Champaign   1993 — 1997
Bachelor of Arts (B.A.), Economics

Columbia College Chicago

Andrew Numelin Andrew Numelin Mission, Kansas Details
Andrew Numelin's Ibbotson Associates Experience June 2000 - August 2002
Job Corporate Credit Union Examiner at National Credit Union Administration
Industry Financial Services
Experience
National Credit Union Administration  October 2006 - Present
Kansas Department of Credit Unions   December 2002 - October 2006
Ibbotson Associates   June 2000 - August 2002

Education
Iowa State University   1996 — 2000
B.S., Finance

Iowa State University - College of Business   1996 — 2000
B.S., Finance and Economics

Jim Amato Jim Amato Greater Chicago Area Details
Jim Amato's Ibbotson Associates Experience August 2000 - April 2006
Job Director of Information Technology
Industry Accounting
Experience
Frost, Ruttenberg & Rothblatt, P.C.   April 2006 - Present
Ibbotson Associates   August 2000 - April 2006

Education
Loyola University Chicago
Bachelor of Arts (B.A.), Political Science and Government

Clay Singleton Clay Singleton Winter Park, Florida Details
Clay Singleton's Ibbotson Associates Experience May 1999 - August 2002
Job Professor at Rollins College
Industry Education Management
Experience
Rollins College  September 2002 - Present
Ibbotson Associates   May 1999 - August 2002
CFA Institute  August 1995 - October 1998

Skills
Higher Education, Teaching, Public Speaking, Strategic Planning, Finance, Investments, Data Analysis, Fundraising, Nonprofits, Leadership Development, Training, Consulting, Event Planning, Social Media

Education
University of Missouri-Columbia   1977 — 1979
Doctor of Philosophy (Ph.D.), Finance, Accounting and Economics

University of Missouri-Columbia, College of Business   1974 — 1975
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

Washington University in St. Louis   1965 — 1969
Bachelor's of Arts and Sciences, Political Science and Government

Andrew Diacou Andrew Diacou Greater Atlanta Area Details
Andrew Diacou's Ibbotson Associates Experience 1997 - 1998
Job Director Solutions Architecture and Delivery Services Engineering
Industry Information Technology and Services
Experience
SunTrust Robinson Humphrey  2011 - Present
SunTrust Robinson Humphrey  2006 - 2011
SunTrust Robinson Humphrey  2002 - 2006
Broadwing Communications  2000 - 2002
Turner Broadcasting  1999 - 2001
Turner Broadcasting System  1998 - 1999
Ibbotson Associates   1997 - 1998
Bellas and Wachowski, P.C.   1995 - 1997

Education
Loyola University Chicago
Computer Science Major

Bryan Erickson Bryan Erickson Monument, Colorado Details
Bryan Erickson's Ibbotson Associates Experience September 2000 - February 2001
Job ETL Architect at SquareTwo Financial
Industry Information Services
Experience
SquareTwo Financial  March 2014 - Present
SquareTwo Financial  June 2011 - March 2014
Perficient  September 2009 - September 2011
Janus Capital Group  November 2010 - June 2011
Focus on the Family  September 2009 - November 2010
Decision Support, Inc.   April 2009 - June 2009
SignalDemand, Inc   January 2005 - February 2009
Cardinal Health  February 2001 - January 2005
Ibbotson Associates   September 2000 - February 2001
Decision Support, Inc   May 1998 - August 2000

Skills
SQL Server, Data Warehousing, Informatica, Business Intelligence, ETL, SSIS, Data Integration, Oracle SQL, PL/SQL, SQL, Data Modeling, Microsoft SQL Server, Business Objects, Visual Basic, Oracle, Data Architecture

Education
Colorado College   1979 — 1983
BA, Business Administration

ASHOK BACHU ASHOK BACHU Greater Chicago Area Details
ASHOK BACHU's Ibbotson Associates Experience 2005 - 2005
Job Sr. SQL Server DBA at Morningstar Inc.
Industry Financial Services
Experience
Morningstar Inc.  February 2005 - Present
Tata Consultancy Services America   August 2001 - January 2005
Ibbotson Associates   2005 - 2005
Health Direct Inc.  2001 - 2005
Tata Consultancy Services  August 1998 - August 2001

Skills
Microsoft SQL Server, SSIS, Software Project..., Data Modeling, Database Design, Data Warehousing, SDLC, T-SQL, Databases, Agile Methodologies, ETL, SQL, Morningstar Direct

Education
Sagi Ramakrishnam Raju Engineering College (Andhra University), Bhimavaram, Andhra Pradesh   1993 — 1997
B.E, Mechanical Engineering

Indian Institute of Technology, Kharagpur
M.Tech, Mechanical, Metallurgical Engineering

Bill Johnson, CFA Bill Johnson, CFA Greater Chicago Area Details
Bill Johnson, CFA's Ibbotson Associates Experience August 2003 - March 2006
Job Vice President Account Executive Institutional DCIO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2015 - Present
Fidelity Investments  May 2013 - July 2015
Morningstar  January 2011 - May 2013
Morningstar  March 2007 - December 2010
Ibbotson Associates   August 2003 - March 2006
American Express TBS  1999 - 2003

Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Relationship Management, Wealth Management, Hedge Funds, Asset Managment, Equities, Financial Services

Education
The University of Chicago Booth School of Business   2007 — 2010
MBA, Finance

University of Illinois at Urbana-Champaign   1995 — 1999

Derek Sasveld Derek Sasveld Chicago, Illinois Details
Derek Sasveld's Ibbotson Associates Experience 1993 - 1998
Job Managing Director, Head of MultiAsset Solutions at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  August 2015 - Present
Voya Investment Management  2012 - July 2015
Strategic Investment Group  2007 - 2012
UBS Global Asset Management  1998 - 2007
Ibbotson Associates   1993 - 1998

Skills
Asset Allocation, Portfolio Management, Investment Strategies, Asset Managment, Hedge Funds, Due Diligence, Fixed Income, Equities, Investments, Wealth Management, Alternative Investments, Bloomberg, Capital Markets, Asset Management, Investment Management

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Analytical Finance, International Economics

University of Illinois at Urbana-Champaign   1988 — 1992
BS, Finance

Upper Canada College   1977 — 1988

Michael Genovese Michael Genovese San Diego, California Details
Michael Genovese's Ibbotson Associates Experience June 2005 - March 2006
Job Strategic Institutional Investment Data, Technology, SaaS, Analytics, and Institutional Market Intelligence
Industry Financial Services
Experience
eVestment  April 2014 - Present
eVestment Alliance  March 2011 - April 2014
Morningstar  January 2008 - March 2011
Morningstar  March 2006 - January 2008
Ibbotson Associates   June 2005 - March 2006

Skills
Institutional Investors, Asset Allocation, Institutional..., Investments, Mutual Funds, Alternative Investments, Strategy, Portfolio Management, Asset Management, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Equities, Investment Advisory, Due Diligence

Education
Indiana University Bloomington   1998 — 2002

Alexa Auerbach Alexa Auerbach Greater Chicago Area Details
Alexa Auerbach's Ibbotson Associates Experience October 1999 - December 2006
Job Corporate Communications Director
Industry Financial Services
Experience
Morningstar  December 2006 - Present
Ibbotson Associates   October 1999 - December 2006
Edelman  November 1997 - October 1999
Financial Relations Board  1995 - 1996

Skills
Investor Relations, Marketing Communications, Corporate Communications, Editing, Investments, Media Relations, Crisis Communications, Strategic Communications, Business Journalism, Integrated Marketing, Press Releases, Content Development, Internal Communications

Education
University of Pennsylvania   1992 — 1994
Bachelor of Science (BS), Economics

Lehigh University   1990 — 1992

Angela Tornincasa, CPA, MCITP Angela Tornincasa, CPA, MCITP Greater Chicago Area Details
Angela Tornincasa, CPA, MCITP's Ibbotson Associates Experience November 1999 - May 2000
Job Director, Corporate Project Management at Sparton Corporation
Industry Information Technology and Services
Experience
Sparton Corporation  February 2015 - Present
Sparton Corporation  July 2013 - January 2015
Sparton Corporation  March 2012 - July 2013
Sikich  April 2005 - March 2012
Applied Systems  June 2003 - April 2005
Parson Consulting  May 2000 - May 2003
Ibbotson Associates   November 1999 - May 2000
Paladin  January 1996 - November 1999

Skills
Great Plains Software, ERP, Microsoft Dynamics, Axapta, Microsoft SQL Server, SSRS, Analysis Services, Business Intelligence, Crystal Reports, Requirements Analysis, Microsoft CRM, Business Process, SharePoint, Software Implementation, Integration, Microsoft Dynamics GP, Management

Education
Keller Graduate School of Management of DeVry University   2001 — 2004
Master's in Information Systems

Saint Xavier University   1991 — 1993
Bachelor's degree, Accounting

Mundelein   1989 — 1991
Psychology

Lysa Hynes Lysa Hynes Greater Chicago Area Details
Lysa Hynes's Ibbotson Associates Experience February 1997 - November 1999
Job Director of Administration at Colborne Acquisition Company, LLC
Industry Machinery
Experience
Colborne Foodbotics LLC   May 2009 - Present
Colborne Corporation   December 2000 - May 2009
Colborne Corporation   November 1999 - December 2000
Ibbotson Associates   February 1997 - November 1999
Arrington Travel Center  September 1995 - February 1997
Arrington Travel Center  January 1993 - January 1995
Arrington Travel Center  January 1992 - January 1993
Gelber Industries   April 1985 - April 1991

Skills
Microsoft Excel, Benefits Administration, Office Administration, Microsoft Office, QuickBooks, Human Resources, Contract Management, Microsoft Word, Training, Employee Relations

Education
Evelyn Echols School of Travel

University of Iowa
B.A, Marketing, Psychology

Lake Forest High School   1984 — 1988

Megan (Mueller) Pfeiffer Megan (Mueller) Pfeiffer Phoenix, Arizona Area Details
Megan (Mueller) Pfeiffer's Ibbotson Associates Experience October 1996 - March 1998
Job Financial Services Professional
Industry Financial Services
Experience
Walton International Group  May 2009 - Present
Nationwide Financial  July 2006 - March 2007
AIG Advisor Group  March 2004 - March 2005
Allianz  April 2000 - April 2002
Safeco  March 1998 - June 2000
Ibbotson Associates   October 1996 - March 1998

Education
Miami University   1988 — 1992

Jane Fouser Jane Fouser Greater Chicago Area Details
Jane Fouser's Ibbotson Associates Experience 1993 - 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ibbotson Associates   1993 - 1997

Education
Michigan State University

Chad Wanger Chad Wanger Greater Denver Area Details
Chad Wanger's Ibbotson Associates Experience February 1998 - October 1998
Job Director of Research at Gill Capital Partners
Industry Investment Management
Experience
Gill Capital Partners   January 2015 - Present
GDBA Investments   February 2005 - November 2014
Echostar  June 2003 - February 2005
Ibbotson Associates   February 1998 - October 1998

Skills
Investments, Financial Modeling, Portfolio Management, Due Diligence, Financial Analysis, Asset Management, Strategic Planning, Venture Capital, Strategy, Asset Managment, Corporate Finance, Mergers & Acquisitions, Risk Management, Executive Management, Corporate Development, Start-ups, Private Equity, Oil & Gas, Real Estate

Education
University of Denver   2001 — 2003
MBA

University of Oregon   1993 — 1997
BA, History/Finance

Joseph Falkenberg Joseph Falkenberg Greater Chicago Area Details
Joseph Falkenberg's Ibbotson Associates Experience 2004 - 2006
Job Regional Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar  January 2015 - Present
Morningstar  April 2014 - Present
Morningstar  April 2006 - March 2014
Ibbotson Associates   2004 - 2006

Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Asset Allocation, Salesforce.com, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Investment Management, Equities, Investment Strategies, Wealth Management, Business Development

Education
Indiana University

Alex Zhao, CFA Alex Zhao, CFA Greater Chicago Area Details
Alex Zhao, CFA's Ibbotson Associates Experience April 2013 - December 2014
Job Team Leader at Morningstar
Industry Financial Services
Experience
Morningstar  January 2015 - Present
Chicago Booth Student Managed Investment Fund   October 2013 - May 2015
Ibbotson Associates   April 2013 - December 2014
Morningstar  July 2010 - March 2013
Scientific Games  May 2009 - August 2009
Capital Group  May 2008 - August 2008

Skills
Portfolio Management, Mutual Funds, Financial Modeling, Statistics, Equities, Asset Management, Fundamental Analysis, Asset Allocation, Equity Research, Manager Research, Valuation, Investments, Financial Analysis, Research, Bloomberg, Finance

Education
The University of Chicago - Booth School of Business   2013 — 2016
Master of Business Administration (MBA)

Kenyon College   2006 — 2010
Bachelor of Arts (B.A.), Economics and Mathematics

American University   2008 — 2008
Washington Semester Program, Economic Policy

Jeremy Wince Jeremy Wince Greater Chicago Area Details
Jeremy Wince's Ibbotson Associates Experience July 2003 - March 2006
Job Global/Key Account Management Professional
Industry Market Research
Experience
Euromonitor International  May 2010 - January 2014
Ibbotson Associates   July 2003 - March 2006
Ibbotson Associates   May 2000 - June 2003
Western Reserve Life Assurance Co. of Ohio   November 1996 - May 2000

Skills
Market Research, Customer Retention, Management, Cold Calling, Sales Operations, Customer Satisfaction, Strategy, Selling, Marketing Strategy, B2B, Competitive Analysis, Market Analysis, Business Development, Key Account Management, Customer Insight, Sales

Education
North Central College
B.A., Marketing

Jiasheng (Jansen) Wu Jiasheng (Jansen) Wu Chicago, Illinois Details
Jiasheng (Jansen) Wu's Ibbotson Associates Experience January 2010 - May 2010
Job Senior Credit Policy and Risk Analyst at HSBC
Industry Financial Services
Experience
HSBC  July 2015 - Present
Morningstar  September 2013 - July 2015
Morningstar  September 2010 - September 2013
Ibbotson Associates   January 2010 - May 2010
Stuart Investment   August 2008 - December 2009
Ever Bright Futures Co. Ltd   February 2008 - June 2008

Skills
VBA, Asset Allocation, Investment Management, Microsoft Office, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Fixed Income, Derivatives, Equities, Monte Carlo Simulation, Mutual Funds, Investment Strategies, Trading, SQL, Performance Reporting

Education
The University of Chicago Booth School of Business   2014 — 2017
Master of Business Administration (M.B.A.)

Illinois Institute of Technology   2008 — 2010
Master of Science, Finance

Shanghai University of Finance and Economics   2004 — 2008
Bachelor, Economics; Banking and International Finance

Patrick Christopher Patrick Christopher Greater Seattle Area Details
Patrick Christopher's Ibbotson Associates Experience March 2000 - August 2001
Job Software Engineer at PayScale, Inc.
Industry Information Technology and Services
Experience
PayScale, Inc.   April 2015 - Present
MTN Satellite Communications  April 2013 - April 2015
Hewlett-Packard  January 2011 - March 2013
TransUnion  July 2009 - January 2011
Mintel International Group LTD   June 2006 - July 2009
Kensington Resources   January 2004 - February 2006
DANET SOFTWARE   June 2003 - July 2003
Northwestern Memorial Hospital  March 2002 - August 2002
Ibbotson Associates   March 2000 - August 2001

Skills
SQL, Perl, Java, MySQL, SWIG, Distributed Systems, Unix, Linux, Chef, Hadoop, Amazon Web Services..., Ab Initio, ElasticSearch, Python, Ruby, Cassandra, Software Development, Web Services, Cloud Computing

Education
University of Illinois at Urbana-Champaign   1999 — 2003
BS, Computer Engineering

Nelson de Sa e Silva Nelson de Sa e Silva Greater Chicago Area Details
Nelson de Sa e Silva's Ibbotson Associates Experience 1997 - 1998
Job
Industry Information Technology and Services
Experience
Deloitte Services LP  April 2011 - Present
Deloitte Consulting LLP  2007 - April 2011
Deloitte Touche Tohmatsu  2005 - 2007
Deloitte & Touche Tax Technologies, LLC   1998 - 2005
Ibbotson Associates   1997 - 1998
Campbell Software  1993 - 1997
Citibank  1989 - 1993
Schleswig-Holstein Festival Orchestra   1989 - 1989

Skills
Requirements Analysis, SDLC, IT Strategy, Strategic Planning, Oracle, Microsoft SQL Server, Data Warehousing, Web Services, C, Business Analysis, ASP.NET, Integration, SharePoint, Databases, Process Improvement, Requirements Gathering, C++, Testing, UML, Program Management, MySQL, Java Enterprise Edition, Project Management, Business Process..., Software Project..., Consulting, Business Intelligence, Management, Software Development, Product Development

Education
Northwestern University   1988 — 1989
MM

University of Oregon   1982 — 1987
BM

Carolyn Bell Godley Carolyn Bell Godley Greater Chicago Area Details
Carolyn Bell Godley's Ibbotson Associates Experience 1998 - 2000
Job Group Manager, Change Management at Walgreens
Industry Hospital & Health Care
Experience
Walgreens  March 2013 - Present
Anti-cruelty Society  2012 - Present
Walgreens Health Services  June 2006 - March 2013
The Girls Are At The Game, LLC   February 2006 - December 2011
Walgreens  October 2006 - July 2008
Walgreen Co  October 2006 - June 2008
Mary Kay, Inc.   2003 - 2007
Moraine Valley Community College  2005 - 2006
TIC Enterprises  2000 - 2004
Ibbotson Associates   1998 - 2000

Skills
E-learning, Instructional Design, Sales Management, Leadership Development, Mentoring, Team Leadership, Management Consulting, Large Group Facilitation, Evaluation, Curriculum Development, Appreciative Inquiry, Action Learning, L&D Strategy, Team Building, Coaching, Training, Staff Development, Public Speaking, Organizational..., Needs Analysis, Training Delivery, Performance Management, Strategic Planning, Selling Skills, Sales, Healthcare, Onboarding, Leadership, Employee Relations, Change Management, Teaching, Management, Instructor-led Training, Adult Education, Employee Engagement, Employee Training, Hands-on Training, Human Resources, Business Process..., E-Learning, Workshop Facilitation, Performance Improvement, Career Development, Employee Benefits, Consulting, CRM, Organizational..., Strategy, Analysis, Time Management

Education
Roosevelt University   2004 — 2006
MA, Training and Development/Instructional Design

PFA

Dawn Jacobsen Dawn Jacobsen Orland Park, Illinois Details
Dawn Jacobsen's Ibbotson Associates Experience September 2005 - April 2007
Job Director of Strategic Relationships at IPA Investment Program Association
Industry Financial Services
Experience
Investment Program Association   March 2014 - Present
Investment Program Association   June 2010 - March 2014
Corporate Executive Board  August 2009 - June 2010
Morningstar/Ibbotson   March 2007 - March 2009
Ibbotson Associates   September 2005 - April 2007
Kemper Financial  1994 - 2005
Scudder Investments  January 2002 - July 2004
Deutsche Asset Management (acquired Zurich Scudder Investments, acquired Kemper Financial Svcs.)   1998 - 2003
Kemper Financial Services  1995 - 2003

Skills
Management, Competitive Analysis, Asset Allocation, Marketing, Project Management, Due Diligence, Sales Management, Sales, Insurance, Large-scale Event..., Website Oversight, Highly skilled..., Communications Planning, Real Estate, Mutual Funds, Strategy, Strategic Planning, Investments, Financial Services, Strategic Communications, Fixed Annuities, Series 63, Integrated Marketing, Marketing Communications, Morningstar Direct, Strategic Partnerships, Public Relations, Relationship Management, Alternative Investments, Securities

Education
Illinois State University   1979 — 1983
BA, Speech Communication

Illinois State University
Bachelor of Arts (B.A.), Communication and PR

Tinah Fox Tinah Fox Baton Rouge, Louisiana Details
Tinah Fox's Ibbotson Associates Experience October 2000 - March 2006
Job Account Executive at Country Roads Magazine
Industry Media Production
Experience
Morningstar  2006 - 2008
Ibbotson Associates   October 2000 - March 2006

Education
Louisiana State University
Bachelors, Sociology

Amita Schultes, Ph.D. Amita Schultes, Ph.D. Greater New York City Area Details
Amita Schultes, Ph.D.'s Ibbotson Associates Experience 2000 - 2002
Job Managing Director, Senior Consultant at Colonial Consulting LLC
Industry Financial Services
Experience
Colonial Consulting LLC  2002 - Present
Ibbotson Associates   2000 - 2002
Ibbotson Associates   2000 - 2002
Smith Barney  1996 - 2000

Education
Walden University   2005 — 2011
Ph.D., Finance/Applied Management and Decision Sciences

University of Illinois at Chicago   1998 — 2000
MA, Economics

Illinois Institute of Technology   1996 — 1998
MS, Financial Markets and Trading

University of Illinois at Chicago   1992 — 1996
BA, Economics

Michelle Conforti Michelle Conforti Greater Chicago Area Details
Michelle Conforti's Ibbotson Associates Experience June 2001 - April 2006
Job Marketing and Communications Professional
Industry Construction
Experience
Affordable Fire Protection Company   May 2012 - Present
Affirmative Insurance  July 2008 - April 2012
Huron Consulting Group  April 2006 - July 2008
Ibbotson Associates   June 2001 - April 2006

Skills
Marketing Strategy, Website Management, Marketing Communications, Corporate Communications, Event Management

Education
Illinois State University   1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General

Morton College   1996 — 1998
Associate of Arts (AA)

Hanbing Yan Hanbing Yan Greater Chicago Area Details
Hanbing Yan's Ibbotson Associates Experience March 2003 - April 2004
Job Lead Developer, Enterprise Performance and Analytics at Elkay Manufacturing
Industry Information Technology and Services
Experience
Elkay Manufacturing  October 2013 - Present
Elkay Manufacturing  August 2011 - September 2013
Independent Data Warehouse Consultant   May 2010 - May 2011
Accenture  April 2006 - May 2010
Compact Solutions  2006 - 2006
Ibbotson Associates   March 2003 - April 2004

Skills
Data Modeling, Business Intelligence, ETL, Data Warehousing, OBIEE, OLAP, Dimensional Modeling, SSIS, SSRS, Analysis Services, Oracle, Integration

Education
University of Illinois at Chicago   2002 — 2004
Master of Science, Management Infomation Systems

Marshall University   1998 — 2002
Bachelor of Science, Management Information Systems

Brian Huckstep, CFA Brian Huckstep, CFA Greater Chicago Area Details
Brian Huckstep, CFA's Ibbotson Associates Experience April 2005 - Present
Job Senior Portfolio Manager
Industry Investment Management
Experience
Ibbotson Associates   April 2005 - Present
Morningstar  December 2003 - April 2005
Northern Trust  August 1994 - June 2003

Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Equities, Investment Advisory, Bloomberg, Wealth Management

Education
The University of Chicago Booth School of Business   2000 — 2003
MBA, Finance, Economics, Strategy

University of Michigan   1988 — 1992
BA, Economics

David Hurchalla David Hurchalla Seattle, Washington Details
David Hurchalla's Ibbotson Associates Experience 1995 - 2000
Job SDE at Amazon hiring
Industry Computer Software
Experience
Amazon  December 2012 - Present
Metron, Inc.   July 2012 - December 2012
Algebraix Data Corporation  July 2011 - March 2012
Overwatch Systems Tactical Operations  2005 - 2011
CSC  2000 - 2005
Ibbotson Associates   1995 - 2000
United Airlines  1991 - 1995
North Carolina State University  1989 - 1991
GeoBased Systems   1988 - 1989
Applied Technology Associates  1987 - 1988

Skills
C++, Linux, SQL, Python, OOAD, Agile Methodologies, Java, C#, GIS, Statistics, Pthreads, Mathematical Programming, Forecasting, Decision Analysis, Software Engineering, Perl, Testing, Visual Studio, C, OOP, Distributed Systems, Multithreading, Unix, System Architecture

Education
North Carolina State University   1988 — 1991
MS, Operations Research

Rensselaer Polytechnic Institute   1982 — 1986
BS, Electrical Engineering

Mike Coultrip, CFA Mike Coultrip, CFA San Francisco Bay Area Details
Mike Coultrip, CFA's Ibbotson Associates Experience 1997 - 2000
Job Chief Investment Officer at SamCERA
Industry Investment Management
Experience
SamCERA   August 2012 - Present
Raytheon  September 2007 - June 2012
Qwest Asset Management   2005 - 2007
Nordea Investment Management   2003 - 2005
Charles Schwab  2002 - 2003
mPower  2000 - 2002
Ibbotson Associates   1997 - 2000

Skills
CFA, Ibbotson EnCorr, MSCI Barra, eVestment, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Pensions, Asset Management, Due Diligence, Risk Management, Institutional, Capital Markets, Risk, Wealth Management, Investment Strategies, Mutual Funds, Portfolio Optimization, Asset Managment, Financial Risk, Institutional..., Investment Advisory, Investment Management, Chartered Financial...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1993 — 1997
MS, Finance

Illinois State University   1986 — 1990
B.S., Finance

Greg Hiltebrand Greg Hiltebrand Greater Chicago Area Details
Greg Hiltebrand's Ibbotson Associates Experience October 2002 - June 2003
Job Director, Business and Relationship Management at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  July 2003 - Present
Ibbotson Associates   October 2002 - June 2003
CNA  February 1999 - February 2002
John Hancock Life Insurance Company (U.S.A.)   August 1997 - October 1998

Skills
Management, Asset Management, Capital Markets, Asset Managment, Fixed Income, Investments

Education
John Carroll University   1993 — 1997
BA

Naum Pleshivoy Naum Pleshivoy Greater Chicago Area Details
Naum Pleshivoy's Ibbotson Associates Experience October 1997 - June 1999
Job Pre Sales Consultant Enterprise at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters  May 2015 - Present
Thomson Reuters  January 2012 - May 2015
Thomson Reuters  December 2010 - January 2012
Thomson Reuters  September 2008 - December 2010
Thomson Reuters  June 1999 - September 2008
Ibbotson Associates   October 1997 - June 1999

Skills
Equities, Capital Markets, Financial Markets, Financial Services, Market Data, Derivatives, Salesforce.com, Trading Systems, Fixed Income, Trading, Process Improvement, Data Analysis, Electronic Trading, Business Analysis

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2007 — 2009
MBA, Finance, Behavioral Finance

The Ohio State University   1993 — 1997
Bachelor of Arts, International Studies and Russian, Minor Finance

Jamie Andelman, CFA Jamie Andelman, CFA Raleigh-Durham, North Carolina Area Details
Jamie Andelman, CFA's Ibbotson Associates Experience 1995 - 1997
Job Experienced Investor Relations Officer
Industry Public Relations and Communications
Experience
SciQuest  2012 - Present
Dex One  2005 - 2012
J.P. Morgan   2001 - 2004
Dresdner Kleinwort Benson  1997 - 1999
Ibbotson Associates   1995 - 1997

Skills
Investor Relations, Relationship Management, Financial Communications, Market Intelligence, Strategic Business..., M&A Communications, Cross-functional Team..., Financial Analysis, Board of Director of..., Quoted in U.S. New &..., Helped develop a set of..., Mergers & Acquisitions, Mergers, Valuation, Strategy, Financial Modeling, Microsoft Excel, Finance, Investments, Due Diligence, Financial Reporting, Portfolio Management

Education
Northwestern University - Kellogg School of Management   1999 — 2001
MBA, Finance, Management & Organizations, Management & Strategy and Marketing

Northwestern University   1991 — 1995
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences

Paul Arnold, CFA Paul Arnold, CFA Greater Chicago Area Details
Paul Arnold, CFA's Ibbotson Associates Experience July 2012 - Present
Job Senior Consultant at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates   July 2012 - Present
Ibbotson Associates   June 2010 - July 2012
Ibbotson Associates   August 2007 - June 2010
Bank of America Capital Corporation   September 2005 - August 2007
AXA Advisors  May 2004 - August 2004
North Shore Community Bank  January 1999 - August 2003

Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Investments, Financial Modeling, Investment Management, Mutual Funds, Asset Managment, Wealth Management, Fixed Income, Financial Analysis, Strategic Financial..., Derivatives, Financial Markets, Morningstar Direct, Bloomberg, Hedge Funds, Equity Research, Asset Management

Education
The University of Chicago - Booth School of Business   2009 — 2012
MBA, with honors, Analytical Finance, Economics

Indiana University - Kelley School of Business   2001 — 2005
Bachelors, Finance and International Business

Sandy Penn Sandy Penn Greater Boston Area Details
Sandy Penn's Ibbotson Associates Experience 2000 - 2002
Job
Industry
Experience
Crate & Barrel  2010 - 2013
Mapes Garden Center   2006 - 2010
Freelance  1998 - 2004
Chicago Botanic Garden  2003 - 2003
Ibbotson Associates   2000 - 2002
CNA Insurance  1990 - 1998

Skills
Leadership, Management, Marketing, Retail, Graphics, Advertising, Team Leadership, Merchandising, Project Management, Graphic Design, Social Media Marketing

Education
University of Cincinnati   1981 — 1986
Bachelor of Science (BS), Graphic Design, magna cum laude

University of Illinois   2005 — 2005
Master Gardener Certification, Horticulture

Robert Cummisford, CFA Robert Cummisford, CFA Greater Milwaukee Area Details
Robert Cummisford, CFA's Ibbotson Associates Experience April 1995 - February 1997
Job Investment Management Professional
Industry Investment Management
Experience
Capital Market Consultants, Inc.   August 2014 - Present
Semi-Retired Financial Manager   June 2012 - August 2014
M&I Investment Management/BMO Asset Management US   September 2004 - May 2012
Adamy & Company, PC   February 2003 - September 2004
Legacy Financial Advisors, LLC   May 2002 - January 2003
Old Kent Bank/Kent Small Cap Growth Fund   February 1997 - May 2002
Ibbotson Associates   April 1995 - February 1997
First Chicago Corporation  June 1990 - April 1995

Skills
Relationship Management, Coaching, Creative Problem-Solving, Innovative Thinking, Project Management, Investment Strategies, Business Valuation, Asset Allocation, Behavioral Finance, Investment Management, Team Building, Creative Solutions, Investments, Valuation, Mutual Funds, Mergers & Acquisitions, Due Diligence, Asset Management, Finance, Financial Services, Business Strategy, Investment Banking, Start-ups

Education
Lake Forest College   1986 — 1990
B.A., Behavioral Sciences, cum laude

Lake Forest College   1986 — 1990
B.A., Economics, cum laude

Heidi Gorgias Heidi Gorgias Westerville, Ohio Details
Heidi Gorgias's Ibbotson Associates Experience September 1994 - October 1998
Job UnitedHealthcare, Manager Network Pricing
Industry Insurance
Experience
Manager, Healthcare Economics Network Pricing   September 2010 - Present
UnitedHealthcare  April 2005 - September 2010
Ingenix  April 2002 - April 2005
UnitedHealthcare  June 2000 - April 2002
Arthur Andersen  February 1999 - June 2000
Ibbotson Associates   September 1994 - October 1998

Skills
Healthcare Consulting, Healthcare Analytics, Project Management, Strategic Planning, Team Building, Microsoft Excel, Microsoft Access

Education
The Ohio State University   1989 — 1994
Bachelor’s Degree, Actuarial Science/Mathematics, Graduated Cum Laude

Mark Klaas Mark Klaas Chicago, Illinois Details
Mark Klaas's Ibbotson Associates Experience February 1999 - February 2006
Job Senior Tax Associate at Morningstar
Industry Financial Services
Experience
Morningstar  March 2006 - Present
Ibbotson Associates   February 1999 - February 2006
LPL Financial  May 1998 - December 1998
Einstein Noah Restaurant Group, Inc.   May 1997 - April 1998
Boston Chicken Inc  December 1995 - April 1997

Skills
Income Tax, Payroll, US GAAP, Sarbanes-Oxley Act, Sales & Use Tax..., Microsoft Excel, Accounting

Education
DePaul University
Master's degree, Taxation

Iowa State University
Bachelor of Business Administration (B.B.A.), Finance

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