Independence Investments

Industry: Company

Description

Founded: 1982 Parent organization: Convergent Capital Management LLC Subsidiary: Independence International Associates, Inc.

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Independence Investments Employees

Employee
Years
Job
Industry
Jeff Saef Jeff Saef New York, New York Details
Jeff Saef's Independence Investments Experience August 1994 - May 2000
Job Managing Director, Head of Retail Multi Asset Strategies at BlackRock
Industry Financial Services
Experience
BlackRock  May 2014 - Present
BNY Mellon Asset Management  November 2008 - January 2014
Fidelity Investments  July 2005 - June 2008
Putnam Investments  May 2000 - June 2005
Independence Investments   August 1994 - May 2000

Skills
Alternative Investments, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Portfolio Management, Investment Management, Investment Strategies, Series 63, Capital Markets, Financial Services, ETFs, Securities, Investment Advisory, Series 24, Valuation, Emerging Markets

Education
Babson College - Franklin W. Olin Graduate School of Business   1990 — 1995
MBA, General Management

Brown University   1984 — 1988
Bachelor of Arts (B.A.), Dual major, Business Economics and Computer Science, Business/Managerial Economics and Computer Science

Concord-Carlisle High School   1980 — 1984
High School

Paul Staples Paul Staples Chesterfield, Missouri Details
Paul Staples's Independence Investments Experience 2000 - 2003
Job Senior Vice President and Director of Defined Contribution Services at Summit Strategies Group
Industry Financial Services
Experience
Summit Strategies Group  December 2003 - Present
Independence Investments   2000 - 2003
Independence Investments   1998 - 2001
Cowen and Company  1993 - 1998

Skills
Investment Management, Alternative Investments, Defined Benefit, Defined Contribution, Governance, Consulting, Finance, Hedge Funds, Investment Strategies, Asset Allocation, Investment Policy..., Retirement Savings, Public Speaking

Education
Waltham High Scool   1988 — 1992

Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Karen Harting Karen Harting Greater Boston Area Details
Karen Harting's Independence Investments Experience November 2002 - June 2003
Job Operations/ParaPlanner at Fieldstone Financial
Industry Financial Services
Experience
Fieldstone Financial   March 2015 - Present
Amy Smith Consulting, LLC   January 2014 - December 2014
Sun Life Financial  July 2005 - October 2010
Independence Investments   November 2002 - June 2003
Scudder Investments  July 1998 - September 2002
Fidelity Investments  June 1995 - June 1998

Education
Northeastern University
Bachelor of Science (BS), Health Management

Lisa Mahon Lynch Lisa Mahon Lynch Greater Boston Area Details
Lisa Mahon Lynch's Independence Investments Experience 1997 - 2006
Job Managing Director, Global Trading at Wellington Management
Industry Investment Management
Experience
Wellington Management  March 2010 - Present
Wellington Management  August 2012 - November 2013
Wellington Management, LLP  November 2009 - August 2012
Wellington Management, LLP  August 2006 - October 2009
Independence Investments   1997 - 2006
Baring Asset Management  1992 - 1997

Skills
Fixed Income, Equities, Hedge Funds, Trading, Equity Trading, Asset Management, Bloomberg, Alternative Investments, Investments, Mutual Funds, Securities, Portfolio Management, Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1995 — 1998
MBA

Bentley University   1985 — 1989
BS, Finance

Kate Saltonstall, CFA Kate Saltonstall, CFA Hingham, Massachusetts Details
Kate Saltonstall, CFA's Independence Investments Experience September 2000 - December 2001
Job Board of Advisors at Sandy Cove Advisors, LLC
Industry Financial Services
Experience
Sandy Cove Advisors, LLC   May 2012 - Present
BlackRock  December 2001 - March 2011
Independence Investments   September 2000 - December 2001
Boston Partners (Robeco)   February 1997 - September 2000
Morgan Stanley  November 1994 - January 1997

Skills
Equities, Portfolio Management, Equity Research, Valuation, Mutual Funds, Asset Allocation, Investments, Financial Modeling, Equity Valuation, Financial Analysis, ETFs, Fixed Income, Asset Managment

Education
Tulane University - A.B. Freeman School of Business   1992 — 1994
M.B.A., Finance

Lehigh University   1985 — 1989
B.A., Int'l Relations, Minor Economics

Ridgewood High School   1981 — 1985

Linnea Pearson Linnea Pearson Greater Boston Area Details
Linnea Pearson's Independence Investments Experience June 2009 - August 2009
Job Marketing Specialist at Tufts Health Plan
Industry Marketing and Advertising
Experience
Tufts Health Plan  September 2012 - Present
PriMedia, Inc. Marketing and Communications   May 2010 - August 2012
Madison Square Garden  August 2009 - December 2009
Independence Investments   June 2009 - August 2009
Primedia Marketing and Communications   March 2009 - June 2009

Skills
Advertising, Marketing, Social Media, Marketing Communications, Online Advertising, Microsoft Office, PowerPoint, Facebook, Event Planning, Public Relations, Microsoft Excel, Customer Service, Strategic Planning, Branding & Identity, Media Relations, Market Research, Sales, Management

Education
Saint John's University - Peter J. Tobin College of Business   2006 — 2010
BS, Marketing, Concentration in Integrated Marketing

Jay Willadsen, CFA Jay Willadsen, CFA Greater Boston Area Details
Jay Willadsen, CFA's Independence Investments Experience April 2000 - March 2003
Job Mid Cap Value Portfolio Manager at Lee Munder Capital Group
Industry Investment Management
Experience
LMCG Investments, LLC  March 2003 - Present
Independence Investments   April 2000 - March 2003
Office of the Comptroller of the Currency  June 1993 - June 1998

Skills
Equity Research, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Management, Investment Management, Portfolio Management, Financial Modeling, Asset Allocation, Fixed Income, Investments, Valuation, Equity Valuation, Investment Strategies

Education
Indiana University Bloomington   1998 — 2000
Master of Business Administration (MBA)

Buena Vista University   1989 — 1993
Bachelor of Business Administration (BBA), Finance

Drake University

Jarod Trudel Jarod Trudel Windham, New Hampshire Details
Jarod Trudel's Independence Investments Experience May 2001 - January 2003
Job Sr. Finance Manager Care Operations at Comcast
Industry Telecommunications
Experience
Comcast  August 2012 - Present
Comcast  February 2009 - August 2012
Comcast  September 2007 - February 2009
Comcast  February 2004 - August 2007
Independence Investments   May 2001 - January 2003

Skills
Forecasting, Cross-functional Team..., Financial Modeling, Financial Analysis, Process Improvement, Capital Budgeting, Business Analysis, Call Center, Microsoft Excel, Management, Team Building, Operations Management, Project Management, Budgeting, Essbase, Oracle

Education
Merrimack College   1997 — 2001
Bachelor of Science (BS), Finance

Evan Starr Evan Starr Greater Boston Area Details
Evan Starr's Independence Investments Experience January 2003 - March 2008
Job IT Systems/Network Administrator and DBA at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management  April 2008 - Present
Independence Investments   January 2003 - March 2008

Skills
EMC SAN Administration, EqualLogic iSCSI SAN, Violin, Dell PowerEdge Servers, VMware, Windows Server, Windows, Microsoft SQL Server, Database Design, Performance Tuning, Idera, Microsoft Exchange, Data Domain, Backup Exec, Cisco Technologies, Blackberry, ShoreTel, High Availability, Disaster Recovery

Education
Northeastern University
Master of Science in Engineering, Telecommunication Systems Management

Bridgewater State College
Bachelor of Management Science, Information Systems Management

Hope Waldron Hope Waldron Stratham, New Hampshire Details
Hope Waldron's Independence Investments Experience 2002 - 2003
Job Strategy Director at Timberland
Industry Apparel & Fashion
Experience
Timberland  June 2015 - Present
PetSmart  November 2012 - May 2015
PetSmart  March 2011 - November 2012
PetSmart  July 2008 - March 2011
Wellington Management  2003 - 2006
Independence Investments   2002 - 2003
New England Research & Management   2001 - 2002

Education
The Tuck School of Business at Dartmouth   2006 — 2008
MBA, Business

University of Vermont   1997 — 2001
BA, Economics, Spanish

Deborah Kim Deborah Kim Greater New York City Area Details
Deborah Kim's Independence Investments Experience 1997 - 2000
Job Account Management/Business Development Professional Boston/NYC
Industry Marketing and Advertising
Experience
Gerson Lehrman Group (GLG)   January 2014 - 2015
InCrowd, Inc  2012 - 2013
IMS Health  2005 - 2011
Zix Corporation  2004 - 2005
Pfizer  2003 - 2004
Automatic Data Processing  2001 - 2003
Collaborative Communications  2000 - 2001
Renaissance Worldwide Inc.  2000 - 2000
Independence Investments   1997 - 2000

Skills
Market Research, Biotechnology, Pharmaceuticals, Marketing Communications, Analytics, Competitive Intelligence, Account Management, Business Development, Pharmaceutical Industry, Lifesciences, Cross-functional Team..., Integrated Marketing, Marketing, Digital Marketing, Start-ups, Life Sciences, Product Launch

Education
Wellesley College
Bachelor of Arts (B.A.), English

UCLA
Brand Management, Integrated Marketing Communications, Social Media

Elizabeth Heining Elizabeth Heining San Francisco Bay Area Details
Elizabeth Heining's Independence Investments Experience 2003 - 2006
Job Bartender at The Willows
Industry Food & Beverages
Experience
The Willows  June 2013 - Present
Tides  September 2012 - January 2013
Scalable Display Technologies  February 2010 - April 2012
Sermo, Inc.   September 2006 - February 2010
Independence Investments   2003 - 2006
The Baupost Group  2001 - 2003

Skills
Salesforce.com, Quickbooks, Operational Excellence, Start-ups, Customer Relations, Vendor Management, SaaS, Process Improvement, Customer Service, Product Development, Excel, Word, PowerPoint, Microsoft Excel, Account Management, Leadership, Software Documentation, Training

Education
Harvard Unversity Extension School
Coursework for ALB, English

Skyline College
Pre-Nursing Studies

The Principia Upper School

Ivka Kalus-Bystricky Ivka Kalus-Bystricky Greater Boston Area Details
Ivka Kalus-Bystricky's Independence Investments Experience 2000 - 2003
Job International Equities Portfolio Manager at Boston Advisors, LLC
Industry Financial Services
Experience
Boston Advisors, LLC  February 2015 - Present
Pax World Management LLC  February 2008 - December 2014
State Street  2004 - 2008
Baring Asset Management  2003 - 2004
Independence Investments   2000 - 2003
Putnam Investments  1998 - 2000
Arthur D. Little  1991 - 1997

Skills
Equities, Mutual Funds, Business Strategy, Investments, Asset Managment, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Financial Modeling, Bloomberg, Valuation, Wealth Management, Financial Analysis, Emerging Markets, Investment Management, Private Equity, Asset Management, Securities, Fixed Income

Education
INSEAD   1997 — 1997
MBA

Tufts University - The Fletcher School of Law and Diplomacy   1988 — 1990
MALD, Natural Resource Economics, International Trade and Finance, Communist Area Studies

Ruprecht-Karls-Universität Heidelberg   1986 — 1987
One year of general studies funded by Rotary Scholarship

Harvard University   1982 — 1986
AB, Biology

Louis Raffetto, CFA Louis Raffetto, CFA Greater Boston Area Details
Louis Raffetto, CFA's Independence Investments Experience June 2003 - July 2009
Job Associate | Aerospace/Defense Research at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2014 - Present
The Boston Company Asset Management, LLC  October 2010 - July 2014
Gottex Fund Management  November 2009 - October 2010
Independence Investments   June 2003 - July 2009
NMP, LLC/Stoneacre Partners   February 2004 - December 2006
Bentley College  January 2002 - May 2003

Skills
Portfolio Management, Analysis, Equity Research, Bloomberg, Equities

Education
Bentley University   1999 — 2003
Bachelor of Science, Finance

Ocean Township High School   1995 — 1999

Eric Bloom Eric Bloom Greater Boston Area Details
Eric Bloom's Independence Investments Experience September 2000 - June 2004
Job
Industry Information Technology and Services
Experience
Manager Mechanics, LLC   January 2009 - Present
IDC  September 2013 - Present
National Speakers Association  July 2013 - Present
The Boston Company  April 2006 - January 2009
Axis Technology LLC  2005 - 2006
Monster Worldwide  August 2004 - July 2005
Independence Investments   September 2000 - June 2004
Fidelity Investments  April 1992 - September 2000
McCormack & Dodge  August 1988 - November 1991

Skills
Leadership, Management, IT Management, Leadership Development, Software Development, Strategy, Training, Program Management, Consulting, Start-ups, Vendor Management, Enterprise Software, E-commerce, SaaS, Information Technology, Software Project..., Project Management, Strategic Planning, Business Analysis, Executive Management, Cross-functional Team..., E-Learning, Management Consulting, Team Building, Business Intelligence, Outsourcing, Cloud Computing, Product Management, Strategic Partnerships, Process Improvement, IT Strategy, Business Process..., Agile Methodologies, SDLC, Coaching, CRM, Investments, Team Leadership, Entrepreneurship, Project Portfolio..., Networking, Organizational..., Business Strategy, Instructional Design, Change Management, Team Management, Professional Services

Education
Babson College   1980 — 1982
MBA

Bentley University   1976 — 1980
BS

Janet Perkins Janet Perkins Holliston, Massachusetts Details
Janet Perkins's Independence Investments Experience July 1992 - July 1997
Job Senior Customer Success Manager at Globoforce
Industry Investment Management
Experience
Globoforce  January 2014 - Present
Globoforce  June 2011 - January 2014
Globoforce  January 2010 - June 2011
Independence Investments (now Lee Munder Capital Group)   July 1997 - October 2009
Independence Investments   July 1992 - July 1997
Boston Water & Sewer Commission  1989 - 1992
Harvard Management Company  1983 - 1989

Skills
CRM

Education
Boston University Questrom School of Business
MBA, Finance

Boston College   1970 — 1974
BA

Institute for Paralegal Training
Paralegal Certificate, Compliance, securities law

Michael Haggerty Michael Haggerty Greater Boston Area Details
Michael Haggerty's Independence Investments Experience January 1997 - January 2006
Job Senior Business Analyst at Wipro Technologies
Industry Investment Management
Experience
Wipro Technologies at State Street Corp   March 2012 - Present
Putnam Investments  January 2006 - March 2012
Independence Investments   January 1997 - January 2006

Skills
Equities, Bloomberg, Investments, Mutual Funds, Business Analysis, Microsoft Office, Analytics, Fixed Income, Derivatives, Excel, Access, Competitive Analysis, Financial Reporting, Securities, Data Analysis, Client Service, Process Improvement, SQL, Morningstar, Lipper, Corporate Actions, Portfolio Management, Analysis, Mergers & Acquisitions

Education
Bentley University   1995 — 2000
BS, Finance

Bridgton Academy   1993 — 1994

Jonathan Bloom, CFP® Jonathan Bloom, CFP® Greater Boston Area Details
Jonathan Bloom, CFP®'s Independence Investments Experience November 2001 - January 2003
Job Vice President, Financial Advisor at Santander Investments
Industry Financial Services
Experience
Santander Investments   October 2013 - Present
Bank of America Merrill Lynch  May 2012 - September 2013
Asset Strategy Consultants- Boston   October 2011 - May 2012
Asset Strategy Consultants - Boston   March 2008 - September 2011
Fidelity Investments  July 2006 - March 2008
Charles River Financial Group   May 2004 - May 2006
Independence Investments   November 2001 - January 2003

Education
Bentley University   2002 — 2006
BS, Finance

NYU   2009 — 2011
Certificate, Certificate in Financial Planning

Jeff Cleary Jeff Cleary Greater Boston Area Details
Jeff Cleary's Independence Investments Experience September 2007 - June 2009
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

Lovleen Judson Lovleen Judson Greater Boston Area Details
Lovleen Judson's Independence Investments Experience 2002 - 2009
Job Relationship Management Officer at Independence Investments
Industry Financial Services
Experience
Independence Investments   2002 - 2009
Bloomberg  November 1997 - February 2001

Education
University of Delaware   1993 — 1997
BS Bus Admin, Marketing

Jean-Claude Dufour Jean-Claude Dufour Greater Boston Area Details
Jean-Claude Dufour's Independence Investments Experience January 1999 - May 2004
Job Senior Software Engineer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management  August 2004 - Present
Independence Investments   January 1999 - May 2004

Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   1988 — 1990
BA, Computer Science

Université Laval   1978 — 1982
BSc, Electrical engineering; electronics and telecommunications

Jim Quadros Jim Quadros Greater Boston Area Details
Jim Quadros's Independence Investments Experience February 1982 - April 2001
Job RiskMetricsGroup
Industry Financial Services
Experience
RiskMetricsGroup   February 2004 - Present
RiskMetrics Group  2003 - 2010
Iron Bridge Asset Managemement   May 2001 - January 2004
Independence Investments   February 1982 - April 2001

Education
Northeastern University   1978 — 1983
BS, Finance

Jay Leu Jay Leu Greater Boston Area Details
Jay Leu's Independence Investments Experience 1997 - July 2009
Job Portfolio Manager
Industry Investment Management
Experience
Brandeis University - International Business School  2012 - Present
Lee Munder Capital Group  July 2009 - August 2012
Independence Investment   May 2001 - July 2009
Independence Investments   1997 - July 2009
Independence Investment Associates, Inc.   November 1997 - May 2001
Pacific Capital Fixed Income Advisors   October 1995 - November 1997
State Street Global Advisors  April 1987 - October 1995
State Street Bank  1987 - 1995

Skills
Equities, Portfolio Management, Asset Managment, Hedge Funds, Investment Management, Equity Research, Investments, Securities, Investment Advisory, Structured Finance, Currency, Asset Management, Strategy, Mutual Funds, Alternative Investments, Fixed Income

Education
Massachusetts Institute of Technology - Sloan School of Management   1985 — 1987
1987, Finance

Massachusetts Institute of Technology   1981 — 1987
Bachelor of Science (BS), Chemical Engineering

Richard Lerman Richard Lerman Greater Boston Area Details
Richard Lerman's Independence Investments Experience December 1999 - March 2001
Job Vice President, Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman  April 2001 - Present
Independence Investments   December 1999 - March 2001
Putnam Investments  July 1997 - December 1999
BTM Capital Corporation  August 1995 - June 1997
BTM Capital Corporation  June 1993 - August 1995
State Street Bank  January 1990 - June 1993
The Boston Company  March 1988 - January 1990

Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options

Education
Suffolk University - Sawyer Business School   1992 — 1994
Masters of Science, Finance

University of Massachusetts Lowell   1982 — 1987
B.S., Finance

Malden High School

David Ossam David Ossam Greater Boston Area Details
David Ossam's Independence Investments Experience April 2000 - November 2009
Job Senior Vice President, Human Resources and General Counsel at Hanscom Federal Credit Union
Industry Financial Services
Experience
Hanscom Federal Credit Union  December 2010 - Present
Call-HR   November 2009 - Present
Independence Investments   April 2000 - November 2009
Phoenix Media/Communications Group  October 1997 - April 2000
NYU Medical Center  October 1995 - September 1997
Grotta, Glassman & Hoffman   March 1994 - October 1995
Riker Danzig Scherer Hyland & Perretti LLP  1991 - 1994

Skills
Human Resources, Employee Benefits, Recruiting, Deferred Compensation, Employment Law, ERISA, Investments, Mergers & Acquisitions, Insurance, Budgets, Employee Training, Management, Employee Relations, Payroll, Finance, Negotiation, Talent Management, Succession Planning, Talent Acquisition, Onboarding, Collaborative Problem..., Strategy, Benefits Administration, Applicant Tracking...

Education
Emory University School of Law   1985 — 1988
J.D

Vassar College   1981 — 1985
BA, Political Science

Colleen Pink Colleen Pink Greater Boston Area Details
Colleen Pink's Independence Investments Experience November 1994 - July 2009
Job Director of Finance at Lee Munder Capital Group LLC
Industry Investment Management
Experience
Lee Munder Capital Group  2009 - Present
Independence Investments   November 1994 - July 2009

Education
Suffolk University   1985 — 1989

Steve Curbow Steve Curbow Greater Boston Area Details
Steve Curbow's Independence Investments Experience 1999 - 2008
Job Partner at Castle Light Investment Management
Industry Investment Management
Experience
Castle Light Investment Management   January 2015 - Present
Putnam Investments  November 2008 - December 2014
Independence Investments   1999 - 2008
Putnam Investments  1996 - 1999
Shell  1986 - 1994

Skills
Equities, Hedge Funds, Equity Research, Asset Managment, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Strategy, Financial Analysis

Education
The University of Chicago - Booth School of Business   1994 — 1996
MBA, Analytical finance

University of Southern California   1982 — 1986
Bachelor of Science (BS), Petroleum Engineering

Debra Rothman Debra Rothman Greater Boston Area Details
Debra Rothman's Independence Investments Experience 2000 - 2004
Job Chair at 100 Women in Hedge Funds
Industry Investment Management
Experience
100 Women in Hedge Funds, Boston   April 2014 - Present
100 Women in Hedge Funds, Boston   March 2005 - Present
Gottex Fund Management  April 2010 - December 2012
SCS Financial - Institutional Investment Management   2009 - April 2010
Robeco Investment Management  2004 - 2008
Independence Investments   2000 - 2004
Putnam Investments  1995 - 1999

Skills
Alternative Investments, Asset Management, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Investment Management, Institutional..., Fixed Income, Equities, Investments, Investment Strategies, Series 7, Fund Of Funds, Private Equity

Education
University of Oregon

University of Southern Maine
Magna Cum Laude

Shannon Ericson, CFA Shannon Ericson, CFA Greater Boston Area Details
Shannon Ericson, CFA's Independence Investments Experience 1997 - 2000
Job Portfolio Manager & Analyst at LMCG Investments, LLC
Industry Financial Services
Experience
LMCG Investments, LLC  August 2006 - Present
Evergreen Investments  July 2000 - August 2006
Independence Investments   1997 - 2000
Boston International Advisors   1994 - 1997

Skills
Portfolio Management, Equity Research, Bloomberg, Equities, Investment Management, Hedge Funds, Asset Management, Mutual Funds, Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1991 — 1993
Master of Business Administration (MBA), Marketing

Bentley University   1985 — 1989
BS, Finance

Bedford High

Brian Brostek Brian Brostek Greater Boston Area Details
Brian Brostek's Independence Investments Experience December 1999 - May 2002
Job Assistant Vice President, Assistant Manager, Client Communications at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management  January 2014 - Present
Acadian Asset Management  August 2006 - December 2013
Arrowstreet Capital  April 2003 - August 2006
Callan Associates  June 2002 - April 2003
Independence Investments   December 1999 - May 2002

Skills
Leadership, Marketing, Business Development, Equities, Asset Management, Entrepreneurship

Education
Suffolk University - Sawyer Business School   2005 — 2009
MBA, Marketing, 3.97/4.00

Bentley University   1993 — 1997
BS, Marketing

Chuck LeVine Chuck LeVine Greater Boston Area Details
Chuck LeVine's Independence Investments Experience 1996 - 2000
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  November 2000 - Present
Independence Investments   1996 - 2000
PanAgora Asset Management  1991 - 1996

Skills
Equities, Portfolio Management, Asset Management, Investments, Investment Management, Bloomberg, Financial Services

Education
Suffolk University - Sawyer School of Management   1999 — 2001
MBA

St. Lawrence University   1985 — 1989
BA, Economics

Jean-Claude Dufour Jean-Claude Dufour Greater Boston Area Details
Jean-Claude Dufour's Independence Investments Experience January 1999 - May 2004
Job Senior Software Engineer with broad and deep software development expertise
Industry Investment Management
Experience
BNY Mellon  April 2014 - Present
Liberty Mutual Group  June 2010 - March 2014
Acadian Asset Management  August 2004 - May 2012
Enterprise Iron Financial Industry Solutions Inc.  May 2010 - June 2010
Independence Investments   January 1999 - May 2004

Skills
Microsoft SQL Server, VB.NET, SDLC, T-SQL, SQL, Visual Studio, PowerPoint, ASP.NET, SSRS, SSIS, OOP, Visual Basic, Visual C++, Database Design, Investments, PowerBuilder, C#, SOA, JavaScript, XML, SharePoint, Databases, Data Modeling, ETL, Requirements Analysis, Business Intelligence, Business Analysis, Software Project..., Equities, Software Development, Integration, Software Documentation, Stored Procedures, Analysis, ADO.NET, VSS, Crystal Reports, Data Warehousing, TFS, .NET, Oracle, Fixed Income, Information Technology, Web Services, Financial Services, Requirements Gathering, Project Management, WCF Services

Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   1988 — 1990
BA, Computer Science

Université Laval   1978 — 1982
BS, Electrical Engineering

Paul F. McManus, Jr. Paul F. McManus, Jr. Greater Boston Area Details
Paul F. McManus, Jr.'s Independence Investments Experience March 1981 - March 2006
Job Board Chairman at WealthTrust
Industry Financial Services
Experience
Boston College High School  June 2008 - Present
WealthTrust   January 2012 - September 2015
Wealthtrust   July 2010 - September 2015
Independence Investments   March 1981 - March 2006

Skills
Investments, Equities, Hedge Funds, Portfolio Management, Equity Research, Alternative Investments, Finance, Valuation, Fixed Income, Transportation, Automotive, Industrial Sector, Asset Allocation, Financial Modeling, Asset Managment, Board of Directors, Venture Capital, Asset Management, Bloomberg, Investment Management, Management

Education
Boston University   2010 — 2013
Center for Professional Education, Financial Planning

Suffolk University - Sawyer Business School   1978 — 1979
MBA, Finance

Boston College   1974 — 1978
B.S., Finance

Jim Tovey Jim Tovey Greater Boston Area Details
Jim Tovey's Independence Investments Experience January 2000 - December 2008
Job Managing Principal at JLT Capital Partners LLC
Industry Investment Management
Experience
JLT Capital Partners LLC   June 2011 - Present
Greenside Capital LLC   July 2009 - June 2011
Convergent Capital Institutional LLC   January 2009 - July 2009
Independence Investments   January 2000 - December 2008
Independence Investment LLC   November 1997 - December 1999
Pacific Capital Fixed Income Advisors   November 1995 - November 1997
State Street Global Advisors  August 1993 - November 1995
General Electric Aircraft Engines (GEAE)   January 1985 - June 1991

Education
Yale University - Yale School of Management   1991 — 1993
MPPM, Finance

University of Michigan   1983 — 1985
Master of Science (MS), Aerospace Engineering

Northeastern University   1979 — 1983
Bachelor of Science (BS), Mechanical Engineering

Patrick McKeigue, CFA Patrick McKeigue, CFA Greater Boston Area Details
Patrick McKeigue, CFA's Independence Investments Experience 2000 - July 2009
Job Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital  July 2011 - Present
Rockland Trust  2009 - July 2011
Independence Investments   2000 - July 2009
Dreyfus  1997 - 2000
Reebok  1992 - 1997

Education
Boston College   1994 — 1997
MBA

Trinity College-Hartford   1988 — 1992
B.A., Economics

Boston Latin School
High School

Kathryn Michalewicz Kathryn Michalewicz Greater Boston Area Details
Kathryn Michalewicz's Independence Investments Experience June 1986 - March 2009
Job SVP Trading at Independence Investments
Industry Financial Services
Experience
Independence Investments   June 1986 - March 2009
Independence Investments   1986 - 2009

Skills
Equities, Trading, Customer Relations, Account Management, Derivatives, Financial Reporting, Budgeting, Mergers, Negotiation, Compliance, Due Diligence, Product Development, Asset

Education
Northeastern University   1981 — 1986
BS, finance

Tatiana Pohotsky Tatiana Pohotsky Greater New York City Area Details
Tatiana Pohotsky's Independence Investments Experience February 2002 - March 2005
Job Senior Investment Officer—Group Leader Global Active Management
Industry Investment Management
Experience
Bureau of Asset Mgmt—NYC Office of the Comptroller   November 2011 - Present
Schroders  March 2005 - May 2011
Independence Investments   February 2002 - March 2005
Deustche Bank  November 2000 - December 2001
Paine Webber  May 1997 - November 2000

Skills
Equities, Bloomberg, Equity Research, Asset Managment, Valuation, Portfolio Management, Mutual Funds, Investments, Financial Modeling, Emerging Markets, Investment Management, Asset Allocation, Asset Management, Equity Valuation, Investment Strategies, Trading, Equity Trading, Capital Markets, Risk Management

Education
University of North Carolina at Chapel Hill   1992 — 1996
Bachelor's Degree, With Honors Economics and Music

Exeter   1989 — 1992

Charles Sroczynski Charles Sroczynski Greater Boston Area Details
Charles Sroczynski's Independence Investments Experience October 1996 - April 2009
Job Software Developer Business Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management  July 2011 - Present
Arrowstreet Capital  January 2011 - June 2012
Secretary of the Commonwealth  May 2009 - December 2010
Independence Investments   October 1996 - April 2009
Computervision  1982 - 1994

Skills
SSRS, Visual Studio, Microsoft SQL Server, C#, Crystal Reports, Visual Basic, Unix, Unix Shell Scripting, SQL, SSIS

Education
NJIT   1968 — 1975
BSCE, Engineering and Computers

Maureen Ghublikian Maureen Ghublikian Greater Boston Area Details
Maureen Ghublikian's Independence Investments Experience January 1996 - November 2005
Job Financial Services Professional
Industry Financial Services
Experience
The Boston Company  November 2006 - February 2009
Independence Investments   January 1996 - November 2005
Independence Investment Associates, Inc.   1996 - 2003

Skills
Portfolio Management, Asset Management

Education
Suffolk University - Sawyer Business School
mba, finance

Deirdre Carroll Deirdre Carroll Colorado Springs, Colorado Area Details
Deirdre Carroll's Independence Investments Experience June 2002 - June 2003
Job Retirement Plan Consultant at Envoy Financial
Industry Financial Services
Experience
Envoy Financial  November 2013 - Present
Proshares  October 2010 - June 2011
US Boston Corporation   January 2006 - March 2010
Captial Advisors Group   March 2004 - August 2005
Independence Investments   June 2002 - June 2003
State Street Global Advisors  December 2000 - June 2002
Nvest Companies, LP   January 1998 - December 2000
John Hancock  January 1994 - January 1998

Skills
Investments, Strategy, Business Development, CRM, Mutual Funds, Marketing, Sales, New Business Development, Due Diligence, Venture Capital, Customer Retention, Asset Management, Portfolio Management, Series 7, Performance Management

Education
Emerson College   1996 — 1998
Master of Arts, Marketing Communications

William Smith College   1988 — 1992
Bachelor of Arts, Sociology

James DuPont James DuPont Greater Boston Area Details
James DuPont's Independence Investments Experience 2007 - 2009
Job Director, Institutional Sales at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC  2009 - Present
Independence Investments   2007 - 2009
State Street Global Advisors  2004 - 2007

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

Education
Bryant University   1994 — 1998
B.S., Finance

Suffolk University - Sawyer Business School
MBA

Peter Dow Peter Dow United States Details
Peter Dow's Independence Investments Experience September 1994 - September 2009
Job Investment Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  May 2011 - Present
PanAgora Asset Management  October 2009 - April 2011
Independence Investments   September 1994 - September 2009

Education
University of Massachusetts, Amherst   1983 — 1987
BA, Political Science

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