ICC Capital Management
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ICC Capital Management Employees
Employee
Years
Job
Industry
Vittorio Fratta, CFA Vittorio Fratta, CFA's ICC Capital Management Experience June 2008 - November 2013
Job Senior Vice President at EBS Asset Management / CO Chief Investment Officer of Pacific Vista division
Industry Financial Services
Experience
EBS Asset Management January 2014 - Present
ICC Capital Management June 2008 - November 2013
ICC Capital Management, Inc. July 2005 - May 2008
KCM Asset Management August 2004 - July 2005
Roland George Investment Program August 2004 - May 2005
Skills
Portfolio Management, Equities, Trading, Mutual Funds, Analysis, Fixed Income, Hedge Funds, Financial Modeling, Asset Management, Valuation, Asset Allocation, Alternative Investments, Investments, Bloomberg, Securities
Education
Stetson University 2006 — 2007
MBA, Finance and Business Administration
CFA institute 2005 — 2007
Chartered Financial Analyst, Investments and Securities
Stetson University 2001 — 2005
Bachelor of Business Administration (BBA), Double Major; Finance and International Business; Minor in Information Systems
Stella Maris - Christian Brothers 1994 — 1999
High School Degree, Economy - Pre Law
EBS Asset Management January 2014 - Present
ICC Capital Management June 2008 - November 2013
ICC Capital Management, Inc. July 2005 - May 2008
KCM Asset Management August 2004 - July 2005
Roland George Investment Program August 2004 - May 2005
Skills
Portfolio Management, Equities, Trading, Mutual Funds, Analysis, Fixed Income, Hedge Funds, Financial Modeling, Asset Management, Valuation, Asset Allocation, Alternative Investments, Investments, Bloomberg, Securities
Education
Stetson University 2006 — 2007
MBA, Finance and Business Administration
CFA institute 2005 — 2007
Chartered Financial Analyst, Investments and Securities
Stetson University 2001 — 2005
Bachelor of Business Administration (BBA), Double Major; Finance and International Business; Minor in Information Systems
Stella Maris - Christian Brothers 1994 — 1999
High School Degree, Economy - Pre Law
Richard Slaughter's ICC Capital Management Experience May 2001 - January 2007
Job Enterprise Planning & COOP
Industry Government Administration
Experience
Employees Retirement System of Texas November 2014 - Present
Employees Retirement System of Texas January 2013 - Present
Employees Retirement System of Texas January 2007 - December 2012
ICC Capital Management May 2001 - January 2007
Class Map Inc April 2000 - May 2001
SNL Securities August 1999 - April 2000
Skills
Pension Systems, Enterprise Risk..., Operational Risk..., Risk Assessment, Business Process..., Business Intelligence, Healthcare Analytics, Business Continuity..., Government Contracting, Cross-functional Team..., Strategic Planning, Information Management, Project Management, Program Management, Project Planning, Business Planning, Information Security..., State Government, Policy Analysis, Competitive Analysis, Financial Analysis, Political Risk Analysis, Data Analysis, Securities Lending, Statistics, Capital Markets, Credit Analysis, Executive Management, Trading, Market Risk, Information Systems..., Fixed Income, Financial Risk, Databases, Visio, Portfolio Management, Bloomberg Terminal, Bonds, Investments, Economics, Access, Microsoft Excel, Factset, Management, Risk Management, HIPAA, Analysis, Financial Modeling, Leadership, Strategy
Education
MBA, Texas State University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, Capital Markets
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor's Degree, Finance (MIS)
Employees Retirement System of Texas November 2014 - Present
Employees Retirement System of Texas January 2013 - Present
Employees Retirement System of Texas January 2007 - December 2012
ICC Capital Management May 2001 - January 2007
Class Map Inc April 2000 - May 2001
SNL Securities August 1999 - April 2000
Skills
Pension Systems, Enterprise Risk..., Operational Risk..., Risk Assessment, Business Process..., Business Intelligence, Healthcare Analytics, Business Continuity..., Government Contracting, Cross-functional Team..., Strategic Planning, Information Management, Project Management, Program Management, Project Planning, Business Planning, Information Security..., State Government, Policy Analysis, Competitive Analysis, Financial Analysis, Political Risk Analysis, Data Analysis, Securities Lending, Statistics, Capital Markets, Credit Analysis, Executive Management, Trading, Market Risk, Information Systems..., Fixed Income, Financial Risk, Databases, Visio, Portfolio Management, Bloomberg Terminal, Bonds, Investments, Economics, Access, Microsoft Excel, Factset, Management, Risk Management, HIPAA, Analysis, Financial Modeling, Leadership, Strategy
Education
MBA, Texas State University 2003 — 2005
Master of Business Administration (M.B.A.), Finance, Capital Markets
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor's Degree, Finance (MIS)
Jennifer Gainfort's ICC Capital Management Experience February 2013 - March 2015
Job Performance Associate at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group March 2015 - Present
ICC Capital Management February 2013 - March 2015
Longhorn Steakhouse March 2011 - February 2014
University of Central Florida May 2008 - December 2012
UCF/Lockheed Martin May 2012 - October 2012
Skills
Finance, Leadership, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Teamwork, Facebook, Social Networking, Marketing, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Finance
The Bogdahn Group March 2015 - Present
ICC Capital Management February 2013 - March 2015
Longhorn Steakhouse March 2011 - February 2014
University of Central Florida May 2008 - December 2012
UCF/Lockheed Martin May 2012 - October 2012
Skills
Finance, Leadership, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Teamwork, Facebook, Social Networking, Marketing, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
Bachelor of Science (B.S.), Finance
Tscharner Upjohn Tscharner Upjohn's ICC Capital Management Experience August 2002 - February 2003
Job VP Of System/Operations at Highland Capital Management, LLC
Industry Investment Management
Experience
Highland Capital Management April 2015 - Present
ICC Capital Management Inc May 2006 - April 2015
ICC Capital Management Inc January 2004 - May 2006
ICC Capital Management Inc June 2003 - January 2004
ICC Capital Management August 2002 - February 2003
Skills
8 years investment..., Microsoft SQL Server, Java, VB, HTML, XML, Portfolio Management, Visual Basic, Bloomberg, Finance, Investments, Management, Risk Management, Mutual Funds
Education
University of Florida 2008 — 2010
Master of Arts (M.A.), Computer Science
Stetson University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Highland Capital Management April 2015 - Present
ICC Capital Management Inc May 2006 - April 2015
ICC Capital Management Inc January 2004 - May 2006
ICC Capital Management Inc June 2003 - January 2004
ICC Capital Management August 2002 - February 2003
Skills
8 years investment..., Microsoft SQL Server, Java, VB, HTML, XML, Portfolio Management, Visual Basic, Bloomberg, Finance, Investments, Management, Risk Management, Mutual Funds
Education
University of Florida 2008 — 2010
Master of Arts (M.A.), Computer Science
Stetson University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Wilson Perez Jr's ICC Capital Management Experience January 2005 - June 2007
Job Representative at World Financial Group (WFG)
Industry Financial Services
Experience
Paychex September 2014 - Present
VR Tech Marketing February 2010 - Present
Paychex September 2013 - September 2014
Paychex June 2012 - August 2013
Paychex February 2009 - May 2012
Waddell & Reed May 2011 - April 2012
ICC Capital Management January 2005 - June 2007
House Of Praise Ministries October 2004 - April 2007
Skills
Operations Management, Finance, Payroll, Customer Retention, Marketing, Negotiation, Financial Analysis, Customer Relations, Recruiting, Leadership, Insurance, Credit, Spreadsheets, Computer Hardware, Mutual Funds, Retirement, Strategic Financial..., Investments, Microsoft Excel, Banking, Life Insurance, Sales, Mentoring, Project Management, Customer Service, Customer Satisfaction, Customer Acquisition, Customer Support, Microsoft Office
Education
University of Central Florida 2007 — 2011
Bachelors of Science in Business Administration, Finance
Paychex September 2014 - Present
VR Tech Marketing February 2010 - Present
Paychex September 2013 - September 2014
Paychex June 2012 - August 2013
Paychex February 2009 - May 2012
Waddell & Reed May 2011 - April 2012
ICC Capital Management January 2005 - June 2007
House Of Praise Ministries October 2004 - April 2007
Skills
Operations Management, Finance, Payroll, Customer Retention, Marketing, Negotiation, Financial Analysis, Customer Relations, Recruiting, Leadership, Insurance, Credit, Spreadsheets, Computer Hardware, Mutual Funds, Retirement, Strategic Financial..., Investments, Microsoft Excel, Banking, Life Insurance, Sales, Mentoring, Project Management, Customer Service, Customer Satisfaction, Customer Acquisition, Customer Support, Microsoft Office
Education
University of Central Florida 2007 — 2011
Bachelors of Science in Business Administration, Finance
Cathleen Sullivan's ICC Capital Management Experience March 1999 - December 2002
Job RE/MAX Experience Owner President
Industry Real Estate
Experience
RE/MAX Experience January 2008 - Present
ICC Capital Management March 1999 - December 2002
Seagate Software, Storage Management Group February 1995 - December 1998
SAIC, Science Applications International Corp. March 1992 - October 1995
Skills
Real Estate, Residential Homes, First Time Home Buyers, Relocation, Sellers, Buyer Representation, Real Estate Transactions, Selling, Real Property, Marketing, Sales, Investment Properties, Advertising, Management, Property Management, Leadership, Financial Analysis, Construction, Investors, Single Family Homes
Education
University of Central Florida
Marketing, Business Administration and Management of Information Systems.
RE/MAX Experience January 2008 - Present
ICC Capital Management March 1999 - December 2002
Seagate Software, Storage Management Group February 1995 - December 1998
SAIC, Science Applications International Corp. March 1992 - October 1995
Skills
Real Estate, Residential Homes, First Time Home Buyers, Relocation, Sellers, Buyer Representation, Real Estate Transactions, Selling, Real Property, Marketing, Sales, Investment Properties, Advertising, Management, Property Management, Leadership, Financial Analysis, Construction, Investors, Single Family Homes
Education
University of Central Florida
Marketing, Business Administration and Management of Information Systems.
Richelle Hayes Richelle Hayes's ICC Capital Management Experience January 2002 - January 2007
Job Director, Marketing and Client Services at American Realty Advisors
Industry Financial Services
Experience
American Realty Advisors January 2007 - Present
ICC Capital Management January 2002 - January 2007
Skills
Investments, Investment Strategies, Equities, Fixed Income, Asset Managment, Investment Management, Alternative Investments, Strategic Financial..., Series 63, Financial Analysis, Securities, Capital Markets, Financial Services, Commercial Real Estate, Asset Management, Marketing, Due Diligence, Institutional..., Insurance, Mutual Funds, Valuation, Asset Allocation, Structured Finance, Client Services, Fund Of Funds, Investment Advisory, Pension Funds, Private Equity, Real Estate, Real Estate Economics, Retirement Planning, Series 65
Education
University of Central Florida
B.S. Business Administration, Finance
Webster University
M.B.A.
Webster University
M.A., Health Services Management
American Realty Advisors January 2007 - Present
ICC Capital Management January 2002 - January 2007
Skills
Investments, Investment Strategies, Equities, Fixed Income, Asset Managment, Investment Management, Alternative Investments, Strategic Financial..., Series 63, Financial Analysis, Securities, Capital Markets, Financial Services, Commercial Real Estate, Asset Management, Marketing, Due Diligence, Institutional..., Insurance, Mutual Funds, Valuation, Asset Allocation, Structured Finance, Client Services, Fund Of Funds, Investment Advisory, Pension Funds, Private Equity, Real Estate, Real Estate Economics, Retirement Planning, Series 65
Education
University of Central Florida
B.S. Business Administration, Finance
Webster University
M.B.A.
Webster University
M.A., Health Services Management
Nate Moore Nate Moore's ICC Capital Management Experience February 2010 - March 2015
Job Marketing/Client Services at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, LLC April 2015 - Present
ICC Capital Management February 2010 - March 2015
Mercantile Capital Corporation September 2009 - January 2010
Sperry Van Ness February 2009 - July 2009
Skills
Marketing, Finance, Investments, Microsoft Excel, Market Research, Management, Time Management, Financial Analysis, Microsoft Office, GIPS Compliance, Regulatory Compliance, ThomsonOne, Advent, Bloomberg Terminal, Financial Modeling, CRM, Taft-Hartley, Institutional Investors, Client Service, Thomson Reuters Baseline, Database Marketing, Information Graphics, ERISA, Data Analysis, Information Systems, PowerPoint, RFP Generation, RFP, SQL, Real Estate, Adobe Creative Suite
Education
University of Central Florida 2012 — 2015
Master of Business Administration (MBA), GPA: 3.83
University of Central Florida - College of Business Administration 2004 — 2009
Finance BS, Finance
Highland Capital Management, LLC April 2015 - Present
ICC Capital Management February 2010 - March 2015
Mercantile Capital Corporation September 2009 - January 2010
Sperry Van Ness February 2009 - July 2009
Skills
Marketing, Finance, Investments, Microsoft Excel, Market Research, Management, Time Management, Financial Analysis, Microsoft Office, GIPS Compliance, Regulatory Compliance, ThomsonOne, Advent, Bloomberg Terminal, Financial Modeling, CRM, Taft-Hartley, Institutional Investors, Client Service, Thomson Reuters Baseline, Database Marketing, Information Graphics, ERISA, Data Analysis, Information Systems, PowerPoint, RFP Generation, RFP, SQL, Real Estate, Adobe Creative Suite
Education
University of Central Florida 2012 — 2015
Master of Business Administration (MBA), GPA: 3.83
University of Central Florida - College of Business Administration 2004 — 2009
Finance BS, Finance
R. Scott Popaditch's ICC Capital Management Experience July 2014 - July 2015
Job Experienced Senior Level Executive, Finance, Strategy, Consulting, M&A
Industry Investment Banking
Experience
Market Link Services LLC June 2010 - Present
ICC Capital Management July 2014 - July 2015
The Sunflower Group January 2009 - December 2012
PromoWorks August 2005 - December 2008
Serv Corp, Inc February 1993 - August 2005
ADP 1992 - 1993
Skills
Strategy, Business Planning, Forecasting, Business Development, Project Management, Mergers & Acquisitions, Strategic Financial..., Mergers, Financial Analysis, New Business Development, Competitive Analysis, Cross-functional Team..., Retail, Sales, Business Strategy, Strategic Planning, Consulting, Business Valuation, Business Process..., Corporate Budgeting, Marketing Strategy, Merchandising, Team Leadership, Integrated Marketing, Private Equity, Entrepreneurship, Start-ups, Strategic Partnerships, Strategic M&A
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
MBA
University of Central Florida 1989 — 1992
BSBA, Marketing
Market Link Services LLC June 2010 - Present
ICC Capital Management July 2014 - July 2015
The Sunflower Group January 2009 - December 2012
PromoWorks August 2005 - December 2008
Serv Corp, Inc February 1993 - August 2005
ADP 1992 - 1993
Skills
Strategy, Business Planning, Forecasting, Business Development, Project Management, Mergers & Acquisitions, Strategic Financial..., Mergers, Financial Analysis, New Business Development, Competitive Analysis, Cross-functional Team..., Retail, Sales, Business Strategy, Strategic Planning, Consulting, Business Valuation, Business Process..., Corporate Budgeting, Marketing Strategy, Merchandising, Team Leadership, Integrated Marketing, Private Equity, Entrepreneurship, Start-ups, Strategic Partnerships, Strategic M&A
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
MBA
University of Central Florida 1989 — 1992
BSBA, Marketing
Catherine Trinder Miller's ICC Capital Management Experience September 1992 - April 1995
Job Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Financial Services
Experience
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
David DeStefano's ICC Capital Management Experience June 1997 - August 2000
Job Portfolio Manager at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas August 2002 - Present
ICC Capital Management June 1997 - August 2000
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Finance
Teacher Retirement System of Texas August 2002 - Present
ICC Capital Management June 1997 - August 2000
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Bloomberg
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1993 — 1997
BBA, Finance
Steve Stack's ICC Capital Management Experience October 2001 - March 2015
Job Chief Operating Officer at Highland Capital Management, LLC
Industry Financial Services
Experience
Highland Capital Management, LLC March 2015 - Present
ICC Capital Management, Inc. September 2013 - March 2015
ICC Capital Management October 2001 - March 2015
Georgia Lottery Corporation January 1998 - October 2001
Skills
Series 65, Certified Regulatory...
Education
FINRA Institute at Wharton School of Business 2005 — 2008
Certified Regulatory and Compliance Professional, Compliance
Mercer University - Stetson School of Business and Economics 1999 — 2001
MBA
Ferris State University 1990 — 1993
Bachelor's degree, Business Marketing
Highland Capital Management, LLC March 2015 - Present
ICC Capital Management, Inc. September 2013 - March 2015
ICC Capital Management October 2001 - March 2015
Georgia Lottery Corporation January 1998 - October 2001
Skills
Series 65, Certified Regulatory...
Education
FINRA Institute at Wharton School of Business 2005 — 2008
Certified Regulatory and Compliance Professional, Compliance
Mercer University - Stetson School of Business and Economics 1999 — 2001
MBA
Ferris State University 1990 — 1993
Bachelor's degree, Business Marketing
Andrew O'Sullivan's ICC Capital Management Experience May 2010 - Present
Job Operations Analyst
Industry Investment Management
Experience
ICC Capital Management May 2010 - Present
ICC Capital Management May 2007 - August 2009
Skills
Economics, Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Bloomberg, Data Analysis, Investment Management, Corporate Finance, PowerPoint, Research, Bloomberg Terminal, Fixed Income, Alternative Investments, Asset Managment, Equity Research, Quantitative Analytics, Equities, Portfolio Management, Asset Management
Education
CFA Level II Candidate
Rollins College 2006 — 2010
Bachelor of Arts, Economics
Charles University
ICC Capital Management May 2010 - Present
ICC Capital Management May 2007 - August 2009
Skills
Economics, Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Bloomberg, Data Analysis, Investment Management, Corporate Finance, PowerPoint, Research, Bloomberg Terminal, Fixed Income, Alternative Investments, Asset Managment, Equity Research, Quantitative Analytics, Equities, Portfolio Management, Asset Management
Education
CFA Level II Candidate
Rollins College 2006 — 2010
Bachelor of Arts, Economics
Charles University
Matthew Hogle's ICC Capital Management Experience February 2001 - Present
Job head trader at ICC Capital Management
Industry Financial Services
Experience
ICC Capital Management February 2001 - Present
Education
Stetson University 2000 — 2001
Master of Business Administration (M.B.A.)
Stetson University 1995 — 2000
Bachelor's degree, Finance, General
ICC Capital Management February 2001 - Present
Education
Stetson University 2000 — 2001
Master of Business Administration (M.B.A.)
Stetson University 1995 — 2000
Bachelor's degree, Finance, General