Independent Portfolio Consultants
Description
Address: 5002 T-Rex Ave # 225, Boca Raton, FL 33431 Phone: (561) 912-1040Website: Category: : Place name: Hours: : : : : : Website: http://www.ipcwealthadvisors.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Independent Portfolio Consultants Employees
Employee
Years
Job
Industry
Quovadis Vickers Quovadis Vickers's Independent Portfolio Consultants Experience October 2014 - Present
Job Independent Portfolio Consultants IPC Ongoing Consultant Associate
Industry Financial Services
Experience
Independent Portfolio Consultants October 2014 - Present
United States Air Force July 2013 - Present
College of Health and Allied Development May 2014 - October 2014
H&M April 2012 - August 2013
Nordstrom October 2009 - August 2010
Skills
Training, Team Leadership, Microsoft Office, Team Building, Leadership, Military, Program Management, Sales, Communication, PowerPoint, Time Management, Customer Service, Research, Marketing, Microsoft Word, Social Media, Social Networking, Editing, Retail Sales, Facebook, Microsoft Excel, Inventory Management, Problem Solving
Education
Kaplan University 2014 — 2017
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Community College of the Air Force 2013 — 2015
Candidate Spring 2015, Information Management
Independent Portfolio Consultants October 2014 - Present
United States Air Force July 2013 - Present
College of Health and Allied Development May 2014 - October 2014
H&M April 2012 - August 2013
Nordstrom October 2009 - August 2010
Skills
Training, Team Leadership, Microsoft Office, Team Building, Leadership, Military, Program Management, Sales, Communication, PowerPoint, Time Management, Customer Service, Research, Marketing, Microsoft Word, Social Media, Social Networking, Editing, Retail Sales, Facebook, Microsoft Excel, Inventory Management, Problem Solving
Education
Kaplan University 2014 — 2017
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Community College of the Air Force 2013 — 2015
Candidate Spring 2015, Information Management
George Harbin George Harbin's Independent Portfolio Consultants Experience September 2014 - Present
Job Network Administrator at Independent Portfolio Consultants
Industry Information Technology and Services
Experience
Independent Portfolio Consultants September 2014 - Present
NTwebs June 2007 - May 2011
Fraser Yachts 2007 - 2011
Fraser Yachts 2007 - 2011
Fraser Yachts 2007 - 2011
Skills
Technical Support, Microsoft Office, Network Design, Troubleshooting, Networking, Project Planning, Microsoft SQL Server, Windows, Windows Server, Active Directory, Cloud Computing, VMware, Network Security, TCP/IP
Education
Art Institute of Fort Lauderdale 2012 — 2013
Associate of Arts (A.A.), Culinary Arts and Related Services
CompTec 2008 — 2008
MCP, MCITP
Independent Portfolio Consultants September 2014 - Present
NTwebs June 2007 - May 2011
Fraser Yachts 2007 - 2011
Fraser Yachts 2007 - 2011
Fraser Yachts 2007 - 2011
Skills
Technical Support, Microsoft Office, Network Design, Troubleshooting, Networking, Project Planning, Microsoft SQL Server, Windows, Windows Server, Active Directory, Cloud Computing, VMware, Network Security, TCP/IP
Education
Art Institute of Fort Lauderdale 2012 — 2013
Associate of Arts (A.A.), Culinary Arts and Related Services
CompTec 2008 — 2008
MCP, MCITP
Shane Morrow, CFP®, CIMA®, CAIA® Shane Morrow, CFP®, CIMA®, CAIA®'s Independent Portfolio Consultants Experience January 2011 - March 2013
Job Vice President Consultant Relations at Sage Advisory
Industry Investment Management
Experience
Sage Advisory November 2014 - Present
New York Life Insurance Company April 2013 - October 2014
Independent Portfolio Consultants January 2011 - March 2013
Independent Portfolio Consultants June 2004 - January 2011
Skills
Investment Strategies, Wealth Management, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Series 7, Securities, Portfolio Management, Asset Managment, Equities, Strategic Financial..., Retirement Planning, Finance, Financial Advisory, Consulting, Hedge Funds, Investment Management, Alternative Investments, Bloomberg, Asset Management, Investment Advisory, Financial Modeling, Fixed Income, Series 63, Trading, High Net Worth..., Retirement, Equity Research, FINRA, Estate Planning, Financial Planning, Financial Services
Education
Amherst College 2000 — 2004
BA, Economics
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst, Investments and Securities
University College London, U. of London 2003 — 2003
Economics & History
St. Thomas Aquinas HS 1996 — 2000
Dipolma, General Studies
Sage Advisory November 2014 - Present
New York Life Insurance Company April 2013 - October 2014
Independent Portfolio Consultants January 2011 - March 2013
Independent Portfolio Consultants June 2004 - January 2011
Skills
Investment Strategies, Wealth Management, Holistic Financial..., Investments, Asset Allocation, Mutual Funds, Series 7, Securities, Portfolio Management, Asset Managment, Equities, Strategic Financial..., Retirement Planning, Finance, Financial Advisory, Consulting, Hedge Funds, Investment Management, Alternative Investments, Bloomberg, Asset Management, Investment Advisory, Financial Modeling, Fixed Income, Series 63, Trading, High Net Worth..., Retirement, Equity Research, FINRA, Estate Planning, Financial Planning, Financial Services
Education
Amherst College 2000 — 2004
BA, Economics
University of Pennsylvania - The Wharton School 2008 — 2008
Certified Investment Management Analyst, Investments and Securities
University College London, U. of London 2003 — 2003
Economics & History
St. Thomas Aquinas HS 1996 — 2000
Dipolma, General Studies
Daniel Heeren, CFA® Daniel Heeren, CFA®'s Independent Portfolio Consultants Experience July 2003 - Present
Job Advisory Operations Manager & Performance Analyst at Independent Portfolio Consultants
Industry Financial Services
Experience
Independent Portfolio Consultants July 2003 - Present
Morgan Stanley Dean Witter August 1998 - June 2003
The Bombay Company April 1993 - January 1998
Skills
Fiserv Security APL, Security Analysis, Managerial Finance, Finance, Training, Economics, Analytical Skills, Asset Allocation, Mutual Funds, Securities, Equities, Series 7, Asset Managment, Investments, Portfolio Management, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Hedge Funds, Investment Management, ETFs, Wealth Management, Alternative Investments
Education
Florida Atlantic University 1992 — 1993
Bachelor of Science, Business Administration
Nova Southeastern University 1990 — 1992
Bachelor of Science, Economics
Plantation High School 1984 — 1988
Independent Portfolio Consultants July 2003 - Present
Morgan Stanley Dean Witter August 1998 - June 2003
The Bombay Company April 1993 - January 1998
Skills
Fiserv Security APL, Security Analysis, Managerial Finance, Finance, Training, Economics, Analytical Skills, Asset Allocation, Mutual Funds, Securities, Equities, Series 7, Asset Managment, Investments, Portfolio Management, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Hedge Funds, Investment Management, ETFs, Wealth Management, Alternative Investments
Education
Florida Atlantic University 1992 — 1993
Bachelor of Science, Business Administration
Nova Southeastern University 1990 — 1992
Bachelor of Science, Economics
Plantation High School 1984 — 1988
Amy Morrow, CFA Amy Morrow, CFA's Independent Portfolio Consultants Experience May 2005 - May 2013
Job Client Specialist Asset Management at Thomson Reuters
Industry Investment Management
Experience
Thomson Reuters September 2013 - Present
Independent Portfolio Consultants May 2005 - May 2013
Skills
Equities, Portfolio Management, Investment Management, Asset Allocation, Series 7, Financial Modeling, Equity Research, Securities, Equity Valuation, DCF Valuation, Series 24, Financial Services, Investment Advisory, Finance, Trading, Bloomberg Terminal, Financial Markets, ETFs, Private Equity, Series 66, Thomson Reuters Eikon
Education
University of Florida 2001 — 2005
BA, Business Administration
Pine Crest School 1997 — 2001
Thomson Reuters September 2013 - Present
Independent Portfolio Consultants May 2005 - May 2013
Skills
Equities, Portfolio Management, Investment Management, Asset Allocation, Series 7, Financial Modeling, Equity Research, Securities, Equity Valuation, DCF Valuation, Series 24, Financial Services, Investment Advisory, Finance, Trading, Bloomberg Terminal, Financial Markets, ETFs, Private Equity, Series 66, Thomson Reuters Eikon
Education
University of Florida 2001 — 2005
BA, Business Administration
Pine Crest School 1997 — 2001
Carrie Reebel Carrie Reebel's Independent Portfolio Consultants Experience 2007 - 2008
Job Former Sales Manager at Carriage Towne
Industry Automotive
Experience
AutoMax Chrysler Dodge Jeep January 2014 - January 2014
Carriage Towne Chrysler Dodge Jeep July 2011 - January 2014
Carriage Towne Chrysler Dodge Jeep May 2008 - January 2014
Independent Portfolio Consultants 2007 - 2008
Skills
Sales, Marketing, Automotive Aftermarket, Automotive, Vehicles, Parts, Customer Retention, Customer Satisfaction, Warranty, Sales Process, Account Management, Automobile, Dealers, Inventory Management, Dealer Management, Profit, Team Building, Strategic Planning, Customer Service, Leadership, Retail, Email Marketing, Consulting, Microsoft Office, Marketing Communications, Microsoft Excel, Managerial Finance, Online Advertising, Marketing Strategy, Finance, Advertising Sales, Team Leadership, Pricing, Sales Management
Education
Florida Atlantic University 2005 — 2007
BA, Finance
AutoMax Chrysler Dodge Jeep January 2014 - January 2014
Carriage Towne Chrysler Dodge Jeep July 2011 - January 2014
Carriage Towne Chrysler Dodge Jeep May 2008 - January 2014
Independent Portfolio Consultants 2007 - 2008
Skills
Sales, Marketing, Automotive Aftermarket, Automotive, Vehicles, Parts, Customer Retention, Customer Satisfaction, Warranty, Sales Process, Account Management, Automobile, Dealers, Inventory Management, Dealer Management, Profit, Team Building, Strategic Planning, Customer Service, Leadership, Retail, Email Marketing, Consulting, Microsoft Office, Marketing Communications, Microsoft Excel, Managerial Finance, Online Advertising, Marketing Strategy, Finance, Advertising Sales, Team Leadership, Pricing, Sales Management
Education
Florida Atlantic University 2005 — 2007
BA, Finance
Temi Aina's Independent Portfolio Consultants Experience July 2010 - July 2011
Job IT Systems Administrator Professional at Florida Power and Light
Industry Utilities
Experience
Florida Power and Light October 2014 - Present
Florida Power & Light August 2011 - October 2014
Independent Portfolio Consultants July 2010 - July 2011
OPEN Sports Network June 2009 - July 2010
Skills
SharePoint, BMC Remedy, IIS, Active Directory, CSS, Web Development, ASP, Visio, Microsoft SQL Server, Process Improvement, Microsoft Certified..., Disaster Recovery, Citrix, C++, Windows Server, Troubleshooting, Network Administration, Management, Customer Service, Networking, Virtualization, System Administration, Cloud Computing, Windows
Education
Nova Southeastern University 2012 — 2015
Masters of Science in Information Technology, Information Security Management
Florida Atlantic University 2007 — 2011
Bachelor of Business Administration, Management Information Systems
Florida Power and Light October 2014 - Present
Florida Power & Light August 2011 - October 2014
Independent Portfolio Consultants July 2010 - July 2011
OPEN Sports Network June 2009 - July 2010
Skills
SharePoint, BMC Remedy, IIS, Active Directory, CSS, Web Development, ASP, Visio, Microsoft SQL Server, Process Improvement, Microsoft Certified..., Disaster Recovery, Citrix, C++, Windows Server, Troubleshooting, Network Administration, Management, Customer Service, Networking, Virtualization, System Administration, Cloud Computing, Windows
Education
Nova Southeastern University 2012 — 2015
Masters of Science in Information Technology, Information Security Management
Florida Atlantic University 2007 — 2011
Bachelor of Business Administration, Management Information Systems
Claudia Devitt Claudia Devitt's Independent Portfolio Consultants Experience July 2011 - August 2011
Job Account Executive at Publicis
Industry Marketing and Advertising
Experience
Publicis August 2015 - Present
Roberts & Langer June 2013 - June 2015
Roberts & Langer September 2013 - September 2014
The Next Step Realty October 2011 - October 2013
Dormify June 2012 - January 2013
HZDG June 2012 - August 2012
Independent Portfolio Consultants July 2011 - August 2011
Skills
Social Media, Microsoft Word, Market Research, Facebook, Microsoft Excel, Blogging, Google Analytics, Spanish, Research, Pinterest, Editing, Wordpress, Teamwork, Social Media Marketing, Facebook Marketing, SEO, Account Management, Event Planning
Education
University of Richmond - Robins School of Business 2009 — 2013
Business Administration, Economics, Leadership Studies
Copenhagen Business School 2011 — 2011
Publicis August 2015 - Present
Roberts & Langer June 2013 - June 2015
Roberts & Langer September 2013 - September 2014
The Next Step Realty October 2011 - October 2013
Dormify June 2012 - January 2013
HZDG June 2012 - August 2012
Independent Portfolio Consultants July 2011 - August 2011
Skills
Social Media, Microsoft Word, Market Research, Facebook, Microsoft Excel, Blogging, Google Analytics, Spanish, Research, Pinterest, Editing, Wordpress, Teamwork, Social Media Marketing, Facebook Marketing, SEO, Account Management, Event Planning
Education
University of Richmond - Robins School of Business 2009 — 2013
Business Administration, Economics, Leadership Studies
Copenhagen Business School 2011 — 2011
Amy Nearine's Independent Portfolio Consultants Experience June 2000 - July 2003
Job VP Policy & Process Manager/Business Continuity Manager at TD
Industry Banking
Experience
TD September 2015 - Present
TD March 2014 - September 2015
Bank of America February 2012 - January 2014
Bank of America, Wilmington DE March 2011 - January 2012
Aerotek September 2010 - October 2011
Hamilton Lane March 2004 - December 2008
Independent Portfolio Consultants June 2000 - July 2003
Skills
Financial Services, Due Diligence, Leadership, Credit, Mortgage Lending, Finance, Financial Analysis, Portfolio Management, Investments, Job Coaching, Securities, Residential Mortgages, Asset Managment, Mutual Funds, Fixed Income, Capital Markets, Employee Training, Quality Control, Private Equity, Business Performance..., Management, Coaching, Process Improvement, Compliance, PowerPoint, Microsoft Excel, Relationship Management, Series 7, Business Process..., Banking, Asset Management
Education
University of Phoenix 2013 — 2015
Master's, Management
University of Phoenix 2004 — 2009
BS, Business Management
Defense Language Institute Foreign Language Center 1993 — 1994
Non-degree program, Russian Language
TD September 2015 - Present
TD March 2014 - September 2015
Bank of America February 2012 - January 2014
Bank of America, Wilmington DE March 2011 - January 2012
Aerotek September 2010 - October 2011
Hamilton Lane March 2004 - December 2008
Independent Portfolio Consultants June 2000 - July 2003
Skills
Financial Services, Due Diligence, Leadership, Credit, Mortgage Lending, Finance, Financial Analysis, Portfolio Management, Investments, Job Coaching, Securities, Residential Mortgages, Asset Managment, Mutual Funds, Fixed Income, Capital Markets, Employee Training, Quality Control, Private Equity, Business Performance..., Management, Coaching, Process Improvement, Compliance, PowerPoint, Microsoft Excel, Relationship Management, Series 7, Business Process..., Banking, Asset Management
Education
University of Phoenix 2013 — 2015
Master's, Management
University of Phoenix 2004 — 2009
BS, Business Management
Defense Language Institute Foreign Language Center 1993 — 1994
Non-degree program, Russian Language
Edward Kemm Edward Kemm's Independent Portfolio Consultants Experience February 2015 - Present
Job Consultant at Independent Portfolio Consultants
Industry Financial Services
Experience
Independent Portfolio Consultants February 2015 - Present
HOODZ of the Treasure and Space Coasts July 2010 - October 2014
SEI Investments June 2003 - October 2010
SEI Investments July 1999 - June 2003
Citibank August 1998 - June 1999
AIG March 1995 - August 1998
STATE STREET RESEARCH AND MANAGEMENT July 1993 - July 1995
Skills
CRM, Sales, Product Development, Vendor Management, Management, Investments, Relationship Management, New Business Development, Marketing, Sales Operations, Finance, Customer Satisfaction, Program Management, Insurance, Contract Negotiation, Kitchen Exhaust..., Hedge Funds..., Training, Fundraising, Hedge Funds, Financial Services
Education
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Independent Portfolio Consultants February 2015 - Present
HOODZ of the Treasure and Space Coasts July 2010 - October 2014
SEI Investments June 2003 - October 2010
SEI Investments July 1999 - June 2003
Citibank August 1998 - June 1999
AIG March 1995 - August 1998
STATE STREET RESEARCH AND MANAGEMENT July 1993 - July 1995
Skills
CRM, Sales, Product Development, Vendor Management, Management, Investments, Relationship Management, New Business Development, Marketing, Sales Operations, Finance, Customer Satisfaction, Program Management, Insurance, Contract Negotiation, Kitchen Exhaust..., Hedge Funds..., Training, Fundraising, Hedge Funds, Financial Services
Education
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Robert Stewardson's Independent Portfolio Consultants Experience January 2012 - January 2012
Job Corporate Financial Solutions Advisor at Merrill Lynch Private Bank Investment Group
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Tuck School of Business at Dartmouth College July 2013 - August 2013
Brinker Capital June 2012 - August 2012
Independent Portfolio Consultants January 2012 - January 2012
UBS June 2011 - August 2011
Logan Capital Management, Inc. January 2011 - January 2011
Blue Sand Securities LLC June 2010 - August 2010
Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66
Education
Trinity College 2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)
Trinity College Rome Campus 2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Lawrenceville School 2006 — 2009
Haverford School 1994 — 2006
Haverford School 1993 — 2006
Merrill Lynch May 2014 - Present
Tuck School of Business at Dartmouth College July 2013 - August 2013
Brinker Capital June 2012 - August 2012
Independent Portfolio Consultants January 2012 - January 2012
UBS June 2011 - August 2011
Logan Capital Management, Inc. January 2011 - January 2011
Blue Sand Securities LLC June 2010 - August 2010
Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66
Education
Trinity College 2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)
Trinity College Rome Campus 2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Lawrenceville School 2006 — 2009
Haverford School 1994 — 2006
Haverford School 1993 — 2006
Justin Malinchak's Independent Portfolio Consultants Experience November 2014 - Present
Job Financial Analyst at Independent Portfolio Consultants
Industry Pharmaceuticals
Experience
Independent Portfolio Consultants November 2014 - Present
Merck February 2009 - November 2014
Yeshiva University 2008 - 2009
Accenture January 2006 - October 2007
Dedicated Digital Commerce June 1999 - January 2006
Skills
Analytics, CRM, Business Intelligence, Microsoft SQL Server, SAS, Data Warehousing, Visual Studio, Fourth Shift, Master Data Management, Data Architecture, Statistical Arbitrage, Risk Management, Asset Management, Options Strategies, Finance, Data Analysis
Education
Clemson University 1991 — 1995
Bachelor of Science (BS), Finance
Independent Portfolio Consultants November 2014 - Present
Merck February 2009 - November 2014
Yeshiva University 2008 - 2009
Accenture January 2006 - October 2007
Dedicated Digital Commerce June 1999 - January 2006
Skills
Analytics, CRM, Business Intelligence, Microsoft SQL Server, SAS, Data Warehousing, Visual Studio, Fourth Shift, Master Data Management, Data Architecture, Statistical Arbitrage, Risk Management, Asset Management, Options Strategies, Finance, Data Analysis
Education
Clemson University 1991 — 1995
Bachelor of Science (BS), Finance
Shayn Logan's Independent Portfolio Consultants Experience May 2008 - November 2011
Job Overlay Portfolio Manager
Industry Financial Services
Experience
Northern Trust November 2013 - Present
CJJ Corp January 2012 - November 2013
Independent Portfolio Consultants May 2008 - November 2011
Country Club of Florida November 2005 - August 2008
United States Air Force May 2001 - May 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Finance, Investments, Forecasting, Financial Modeling, Research, Microsoft Word, Customer Service, Stocks, Series 66, Financial Risk, Equity Research Analysis, DCF Valuation, Comparable Analysis, Stock Research, Securities
Education
Florida Atlantic University 2012 — 2013
Master of Business Administration (MBA), Finance
Florida Atlantic University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Northern Trust November 2013 - Present
CJJ Corp January 2012 - November 2013
Independent Portfolio Consultants May 2008 - November 2011
Country Club of Florida November 2005 - August 2008
United States Air Force May 2001 - May 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Finance, Investments, Forecasting, Financial Modeling, Research, Microsoft Word, Customer Service, Stocks, Series 66, Financial Risk, Equity Research Analysis, DCF Valuation, Comparable Analysis, Stock Research, Securities
Education
Florida Atlantic University 2012 — 2013
Master of Business Administration (MBA), Finance
Florida Atlantic University 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Mark N. Lindblom's Independent Portfolio Consultants Experience April 2013 - Present
Job Independent Portfolio Consultants
Industry Investment Management
Experience
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Independent Portfolio Consultants April 2013 - Present
Northern Trust August 2012 - February 2013
LobePro Rotary Pumps July 2011 - June 2012
Lehman Brothers June 2004 - July 2008
Morgan Stanley December 1991 - June 2004
Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Portfolio Management, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Options, Financial Modeling, Private Equity
Education
University of Alabama 1978 — 1983
BS, Finance
Kristina Walsh's Independent Portfolio Consultants Experience October 2014 - Present
Job Managing Director of Business Development at Independent Portfolio Consultants, Inc.
Industry Financial Services
Experience
Independent Portfolio Consultants October 2014 - Present
Cantor Fitzgerald February 2011 - February 2014
Merlin Securities September 2008 - February 2011
Connecticut Capital Management, LLC September 2000 - September 2008
Skills
Series 7, Fixed Income, Management Consulting, Capital Markets, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Equities, Securities, Asset Management, Electronic Trading, Trading Systems, Series 63, Options, Investments, Portfolio Management
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Greenwich High School 1992 — 1996
Greenwich Academy 1987 — 1990
Independent Portfolio Consultants October 2014 - Present
Cantor Fitzgerald February 2011 - February 2014
Merlin Securities September 2008 - February 2011
Connecticut Capital Management, LLC September 2000 - September 2008
Skills
Series 7, Fixed Income, Management Consulting, Capital Markets, Hedge Funds, Alternative Investments, Derivatives, Prime Brokerage, Equities, Securities, Asset Management, Electronic Trading, Trading Systems, Series 63, Options, Investments, Portfolio Management
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Greenwich High School 1992 — 1996
Greenwich Academy 1987 — 1990
Kimberly Sowers, CIMA's Independent Portfolio Consultants Experience April 2005 - October 2014
Job Regional Director, South at Sage Advisory
Industry Investment Management
Experience
Sage Advisory October 2014 - Present
Independent Portfolio Consultants April 2005 - October 2014
Advest and Raymond James October 2001 - April 2005
Paine Webber November 1999 - July 2001
Skills
Asset Allocation, Investments, Wealth Management, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Income, Equity Research, Series 7, Finance, Hedge Funds, Asset Managment, Consulting, Mutual Funds
Education
The Wharton School, University of Pennsylvania - CIMA Program 2007 — 2007
Certified Investment Management Analyst Designation, Investment Management Consultant Association
University of Florida 1994 — 1997
Bachelor of Science, Corporate Finance
Sage Advisory October 2014 - Present
Independent Portfolio Consultants April 2005 - October 2014
Advest and Raymond James October 2001 - April 2005
Paine Webber November 1999 - July 2001
Skills
Asset Allocation, Investments, Wealth Management, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Income, Equity Research, Series 7, Finance, Hedge Funds, Asset Managment, Consulting, Mutual Funds
Education
The Wharton School, University of Pennsylvania - CIMA Program 2007 — 2007
Certified Investment Management Analyst Designation, Investment Management Consultant Association
University of Florida 1994 — 1997
Bachelor of Science, Corporate Finance
Kevin Bush, CFA, CMT's Independent Portfolio Consultants Experience January 2002 - January 2006
Job CIO at Blue Shores Capital
Industry Investment Management
Experience
Blue Shores Capital January 2006 - Present
Independent Portfolio Consultants January 2002 - January 2006
Skills
Fundamental Analysis, Technical Analysis, Investment Management, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Investments, Series 7, Wealth Management, Equity Research, Bloomberg, Trading, Financial Markets
Education
Amherst College 1998 — 2002
BA, Economics and Political Science
Pine Crest School
Blue Shores Capital January 2006 - Present
Independent Portfolio Consultants January 2002 - January 2006
Skills
Fundamental Analysis, Technical Analysis, Investment Management, Asset Allocation, Equities, Investment Strategies, Portfolio Management, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Investments, Series 7, Wealth Management, Equity Research, Bloomberg, Trading, Financial Markets
Education
Amherst College 1998 — 2002
BA, Economics and Political Science
Pine Crest School