Independence Investment Associates
Industry: Company
DescriptionFounded: 1982 Parent organization: Convergent Capital Management LLC Subsidiary: Independence International Associates, Inc.
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Independence Investment Associates Employees
Employee
Years
Job
Industry
Greg Peterson, Ph.D., CFA Greg Peterson, Ph.D., CFA's Independence Investment Associates Experience August 1997 - April 2000
Job Senior Portfolio Manager
Industry Financial Services
Experience
Zevin Asset Management, LLC July 2015 - Present
Ballentine Partners, LLC August 2002 - July 2015
Panagora Asset Management April 2000 - October 2001
Independence Investment Associates August 1997 - April 2000
Grantham, Mayo & Van Otterloo January 1993 - August 1995
Skills
Equities, Portfolio Management, Asset Management, Investments, Risk Management, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Economics, Capital Markets, Portfolio Optimization, Customer Relations, Research, Quantitative Analysis, Excel, Statistics, Wealth Management, Financial Markets, Derivatives, Hedge Funds, Trading, Emerging Markets, Financial Engineering, Quantitative Research, Mutual Funds, Performance Attribution, Global Asset Allocation, Global Macro, Commodities, Investment Advisory
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
University of North Carolina - Chapel Hill 1982 — 1989
Ph.D., Mathematics
Kenyon College 1976 — 1981
B.A., Mathemics & Philosophy
Zevin Asset Management, LLC July 2015 - Present
Ballentine Partners, LLC August 2002 - July 2015
Panagora Asset Management April 2000 - October 2001
Independence Investment Associates August 1997 - April 2000
Grantham, Mayo & Van Otterloo January 1993 - August 1995
Skills
Equities, Portfolio Management, Asset Management, Investments, Risk Management, Asset Allocation, Fixed Income, Alternative Investments, Investment Strategies, Economics, Capital Markets, Portfolio Optimization, Customer Relations, Research, Quantitative Analysis, Excel, Statistics, Wealth Management, Financial Markets, Derivatives, Hedge Funds, Trading, Emerging Markets, Financial Engineering, Quantitative Research, Mutual Funds, Performance Attribution, Global Asset Allocation, Global Macro, Commodities, Investment Advisory
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Financial Engineering
University of North Carolina - Chapel Hill 1982 — 1989
Ph.D., Mathematics
Kenyon College 1976 — 1981
B.A., Mathemics & Philosophy
Lawrence F. Pohlman Lawrence F. Pohlman's Independence Investment Associates Experience 1994 - 1999
Job Managing Partner and University Lecturer
Industry Investment Management
Experience
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
Northeastern University May 2015 - Present
UMass Boston September 2014 - Present
ALR Investment Research January 2012 - Present
BNP Paribas Investment Partners January 2010 - January 2012
Wellington Management June 2005 - June 2008
Panagora Asset Management 1999 - 2005
Independence Investment Associates 1994 - 1999
Blackrock Financial Management 1989 - 1994
Goldman Sachs 1986 - 1989
Skills
Fixed Income, Equities, Investment Strategies, Hedge Funds, Statistics, Portfolio Management, Quantitative Finance, Alternative Investments, Econometrics, Asset Allocation, Volatility, Currency, Equity Research, Bloomberg, Public Speaking, Portfolio Optimization, Derivatives, Investment Management, Quantitative Analytics, Fixed Income Analysis, Performance Attribution, Strong econometric and..., Global Macro, Quantitative Investing, Teaching
Education
Columbia University - Columbia Business School 1980 — 1987
Doctor of Philosophy (Ph.D.), Finance
Columbia Engineering 1977 — 1980
Master’s Degree, Operations Research
Columbia University - Columbia Business School 1977 — 1980
Master of Business Administration (M.B.A.), Finance and Management Science
Columbia Engineering 1972 — 1977
Bachelor’s Degree, Nuclear Engineering
Saint Joseph's Regional High School
Michael McElroy Michael McElroy's Independence Investment Associates Experience August 1991 - May 2000
Job Investment Director at Wellington Management Company LLP
Industry Investment Management
Experience
Wellington Management Company LLP November 2013 - Present
Batterymarch Financial Management January 2006 - November 2013
Citigroup Asset Management June 2000 - December 2005
Independence Investment Associates August 1991 - May 2000
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Investments, Equity Research, Fixed Income, Asset Allocation, Asset Management, Hedge Funds
Education
MIT 1989 — 1991
Master of Science (MS), Transportation Planning
MIT Sloan School of Management 1989 — 1991
Master of Science (MS), Management
MIT 1983 — 1987
Bachelor of Science (BS), Applied Mathematics
Wellington Management Company LLP November 2013 - Present
Batterymarch Financial Management January 2006 - November 2013
Citigroup Asset Management June 2000 - December 2005
Independence Investment Associates August 1991 - May 2000
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Investments, Equity Research, Fixed Income, Asset Allocation, Asset Management, Hedge Funds
Education
MIT 1989 — 1991
Master of Science (MS), Transportation Planning
MIT Sloan School of Management 1989 — 1991
Master of Science (MS), Management
MIT 1983 — 1987
Bachelor of Science (BS), Applied Mathematics
Frances Brian Frances Brian's Independence Investment Associates Experience October 1996 - June 2000
Job Senior Information Technology and Operations Leader
Industry Information Technology and Services
Experience
University of Massachusetts July 2010 - Present
Whitehead Institute for Biomedical Research December 2007 - December 2008
Independent Consultant April 2004 - November 2007
Babson College October 2002 - January 2004
Independent Consultant July 2000 - October 2002
Independence Investment Associates October 1996 - June 2000
BTMU Capital Corporation October 1984 - October 1996
John Hancock Financial Services 1982 - 1984
Skills
Project Management, Project Planning, IT Management, Management, Business Process, Management Consulting, Analysis, Team Building, Contract Negotiation, Business Analysis, Budgets, Business Process..., Vendor Management, Program Management, Leadership, Consulting, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management Information Systems
Babson College
BS, Finance/Quantitative Methods and Investments
Cathedral High School
Villanova University
Master Certificate, Project Management
University of Massachusetts July 2010 - Present
Whitehead Institute for Biomedical Research December 2007 - December 2008
Independent Consultant April 2004 - November 2007
Babson College October 2002 - January 2004
Independent Consultant July 2000 - October 2002
Independence Investment Associates October 1996 - June 2000
BTMU Capital Corporation October 1984 - October 1996
John Hancock Financial Services 1982 - 1984
Skills
Project Management, Project Planning, IT Management, Management, Business Process, Management Consulting, Analysis, Team Building, Contract Negotiation, Business Analysis, Budgets, Business Process..., Vendor Management, Program Management, Leadership, Consulting, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management Information Systems
Babson College
BS, Finance/Quantitative Methods and Investments
Cathedral High School
Villanova University
Master Certificate, Project Management
Louis Rivers's Independence Investment Associates Experience 1996 - 2003
Job Investment Technology Executive
Industry Investment Management
Experience
Highfields Capital January 2007 - Present
eSecLending August 2004 - January 2007
Standard & Poors 2003 - 2004
Independence Investment Associates 1996 - 2003
Harvard Management Company April 1993 - September 1996
Massachusetts Financial Services Company October 1987 - April 1993
Skills
Hedge Funds, Equities, International Equities, Investments, CIO, CTO, Asset Managment, Capital Markets, Mutual Funds, Trading, Trading Systems, Portfolio Management, Derivatives, Banking, Financial Services, Securities, Options, Investment Management, Asset Allocation, CRM, Risk Management, Asset Management, Business Analysis, Alternative Investments, Equity Trading, Financial Markets, Investment Banking, FX Options, Equity Derivatives, Investment Strategies, Quantitative Finance, Equity Research, SharePoint, Financial Modeling, Venture Capital, Due Diligence, Relationship Management, Financial Structuring, Analytics, Structured Finance, Investment Advisory, Fixed Income, Bonds, Commodity, Private Equity, Finance, Prime Brokerage, Valuation
Education
University of Massachusetts Lowell 1982 — 1986
bs
Highfields Capital January 2007 - Present
eSecLending August 2004 - January 2007
Standard & Poors 2003 - 2004
Independence Investment Associates 1996 - 2003
Harvard Management Company April 1993 - September 1996
Massachusetts Financial Services Company October 1987 - April 1993
Skills
Hedge Funds, Equities, International Equities, Investments, CIO, CTO, Asset Managment, Capital Markets, Mutual Funds, Trading, Trading Systems, Portfolio Management, Derivatives, Banking, Financial Services, Securities, Options, Investment Management, Asset Allocation, CRM, Risk Management, Asset Management, Business Analysis, Alternative Investments, Equity Trading, Financial Markets, Investment Banking, FX Options, Equity Derivatives, Investment Strategies, Quantitative Finance, Equity Research, SharePoint, Financial Modeling, Venture Capital, Due Diligence, Relationship Management, Financial Structuring, Analytics, Structured Finance, Investment Advisory, Fixed Income, Bonds, Commodity, Private Equity, Finance, Prime Brokerage, Valuation
Education
University of Massachusetts Lowell 1982 — 1986
bs
Jeff Cleary's Independence Investment Associates Experience August 2000 - April 2001
Job Sr. Software Engineer at Sabre Hospitality Solutions
Industry Computer Software
Experience
Sabre Hospitality Solutions June 2009 - Present
Independence Investments September 2007 - June 2009
BigBad, Inc October 2006 - September 2007
Joslin Diabetes Center 2001 - 2006
Independence Investment Associates August 2000 - April 2001
Skills
.NET, Microsoft SQL Server, C#, WCF, SSIS, Database Design, VB.NET, T-SQL, ASP.NET, Agile Methodologies, SQL, Databases, Visual Studio, Web Services, Web Applications, JavaScript, Software Development, XML, Web Development
Education
Bridgewater State University 2004 — 2009
MS, Management, Accounting Concetration
Worcester Polytechnic Institute 1996 — 2000
BS, Managment of Information Systems
Sabre Hospitality Solutions June 2009 - Present
Independence Investments September 2007 - June 2009
BigBad, Inc October 2006 - September 2007
Joslin Diabetes Center 2001 - 2006
Independence Investment Associates August 2000 - April 2001
Skills
.NET, Microsoft SQL Server, C#, WCF, SSIS, Database Design, VB.NET, T-SQL, ASP.NET, Agile Methodologies, SQL, Databases, Visual Studio, Web Services, Web Applications, JavaScript, Software Development, XML, Web Development
Education
Bridgewater State University 2004 — 2009
MS, Management, Accounting Concetration
Worcester Polytechnic Institute 1996 — 2000
BS, Managment of Information Systems
Virginia Kleinrock's Independence Investment Associates Experience 1983 - 1983
Job Grant and Specialized Writing Consultant, Expert Strategic Development Communications Counselor
Industry Writing and Editing
Experience
The Kleinrock Group October 1996 - Present
Chicago Eyewear 1997 - 1999
The Kleinrock Group January 1981 - December 1990
The New England Dairy and Food Council 1984 - 1984
City of Newton 1970 - 1984
Independence Investment Associates 1983 - 1983
The Family Learning Center 1982 - 1982
Impact Communications 1982 - 1982
McKnight Publishing Co. 1976 - 1982
Skills
Grant Writing, Non-profits, Proposal Writing, Editing, Public Relations, Nonprofits
Education
Harvard Business School 2011 — 2011
Executive Education
Simmons College
MS, Health Science
East Carolina University
BS, Human Ecology
Boston University
Communications and Business Administration
Harvard-MIT Disputes Program on Negotiation
Harvard-MIT Disputes Program On Negotiation
The Kleinrock Group October 1996 - Present
Chicago Eyewear 1997 - 1999
The Kleinrock Group January 1981 - December 1990
The New England Dairy and Food Council 1984 - 1984
City of Newton 1970 - 1984
Independence Investment Associates 1983 - 1983
The Family Learning Center 1982 - 1982
Impact Communications 1982 - 1982
McKnight Publishing Co. 1976 - 1982
Skills
Grant Writing, Non-profits, Proposal Writing, Editing, Public Relations, Nonprofits
Education
Harvard Business School 2011 — 2011
Executive Education
Simmons College
MS, Health Science
East Carolina University
BS, Human Ecology
Boston University
Communications and Business Administration
Harvard-MIT Disputes Program on Negotiation
Harvard-MIT Disputes Program On Negotiation
David Tillman's Independence Investment Associates Experience August 1991 - October 1997
Job Sr. Production Engineer at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial Solutions October 2014 - Present
Standard Life Investments April 2014 - October 2014
Broadridge Financial Solutions November 2012 - April 2014
Conservation Services Group February 2010 - November 2012
Greater Lawrence Tech HS August 2007 - June 2009
Charles River Development January 2000 - May 2007
Grantham, Mayo and Van Otterloo January 1998 - January 2000
Independence Investment Associates August 1991 - October 1997
IBM June 1987 - August 1991
Skills
SQL, PL/SQL, C#, Software Development, .NET, SDLC, Oracle, Testing, Cloud Computing, Java
Education
University of Connecticut
BA, mathematics
Broadridge Financial Solutions October 2014 - Present
Standard Life Investments April 2014 - October 2014
Broadridge Financial Solutions November 2012 - April 2014
Conservation Services Group February 2010 - November 2012
Greater Lawrence Tech HS August 2007 - June 2009
Charles River Development January 2000 - May 2007
Grantham, Mayo and Van Otterloo January 1998 - January 2000
Independence Investment Associates August 1991 - October 1997
IBM June 1987 - August 1991
Skills
SQL, PL/SQL, C#, Software Development, .NET, SDLC, Oracle, Testing, Cloud Computing, Java
Education
University of Connecticut
BA, mathematics
Jeffrey R. Cagnina, CFA's Independence Investment Associates Experience February 1997 - August 2000
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners October 2012 - Present
Living Water Capital Management January 2008 - September 2012
Hunt Financial Ventures August 2005 - December 2007
Optima Fund Management April 2002 - July 2005
Putnam Investments 2000 - 2001
Independence Investment Associates February 1997 - August 2000
Skills
Hedge Funds, Private Equity, Fund Of Funds, Investment Strategies, Global Macro, Institutional..., New Business Development, Sales Management, Team Leadership, Strategic Planning, Chartered Financial..., Head of Sales and..., Institutional Sales and..., Client Relationship..., Endowments & Foundations, Corporate & Public Plans, Consultant Relations, Team Building, Driven By Results, Strategic Sales Plans, Simplifying the Complex, Problem Solving, Integrity, Work Ethic, Long Only Investments, Long/Short Equity, Merger Arbitrage, Event Driven, Leveraged Loans, Alternative Investments
Education
Babson College
BS, Finance
CFA Institute
Chartered Financial Analyst
Taiyo Pacific Partners October 2012 - Present
Living Water Capital Management January 2008 - September 2012
Hunt Financial Ventures August 2005 - December 2007
Optima Fund Management April 2002 - July 2005
Putnam Investments 2000 - 2001
Independence Investment Associates February 1997 - August 2000
Skills
Hedge Funds, Private Equity, Fund Of Funds, Investment Strategies, Global Macro, Institutional..., New Business Development, Sales Management, Team Leadership, Strategic Planning, Chartered Financial..., Head of Sales and..., Institutional Sales and..., Client Relationship..., Endowments & Foundations, Corporate & Public Plans, Consultant Relations, Team Building, Driven By Results, Strategic Sales Plans, Simplifying the Complex, Problem Solving, Integrity, Work Ethic, Long Only Investments, Long/Short Equity, Merger Arbitrage, Event Driven, Leveraged Loans, Alternative Investments
Education
Babson College
BS, Finance
CFA Institute
Chartered Financial Analyst
Christine DiCenso's Independence Investment Associates Experience 1992 - 2000
Job Consultant at Ellison Berry, LLC
Industry Staffing and Recruiting
Experience
Ellison Berry ConsultantEllison Berry, LLCMarch 2010 - Present
Adams Harkness and Hill 2000 - 2001
Independence Investment Associates 1992 - 2000
Education
Boston College 1988 — 1992
Bachelor
The Winsor School 1981 — 1988
Ellison Berry ConsultantEllison Berry, LLCMarch 2010 - Present
Adams Harkness and Hill 2000 - 2001
Independence Investment Associates 1992 - 2000
Education
Boston College 1988 — 1992
Bachelor
The Winsor School 1981 — 1988
Deloitte
PwC
Ernst & Young
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Procter & Gamble
KPMG
PricewaterhouseCoopers
EY