Insight Capital Research & Management

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Insight Capital Research & Management Employees

Employee
Years
Job
Industry
James O'Grady James O'Grady San Francisco Bay Area Details
James O'Grady's Insight Capital Research & Management Experience December 2011 - November 2013
Job Performance Analyst at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management  November 2013 - Present
Insight Capital Research & Management   December 2011 - November 2013
Center for Economic Development  September 2007 - February 2009
Economics Department, California State University, Chico   January 2007 - January 2008

Skills
Microsoft Excel, Project Management, Marketing, Management, Strategic Planning, Accounting, Portfolio Management, Public Relations, Social Media, Team Building, Teaching, Negotiation, Marketing Strategy, Auditing, Account Management, Contract Negotiation, Account Reconciliation

Education
St. Mary's College of California   2010 — 2012
Master of Business Administration (MBA), Finance

California State University-Chico   2003 — 2007
Bachelor's Degree, Economics

California State University-Chico   2003 — 2007
Bachelor's Degree, Marketing

St. Francis High School

Patricia Giadone Patricia Giadone Walnut Creek, California Details
Patricia Giadone's Insight Capital Research & Management Experience February 2015 - Present
Job Chief Compliance Officer at Insight Capital Research & Management
Industry Investment Management
Experience
Insight Capital Research & Management   February 2015 - Present
Insight Capital Research & Management   September 2013 - February 2015
Insight Capital Research & Management   February 2009 - September 2013
Insight Capital Research & Management   February 2006 - February 2007
Morgan Stanley  2000 - 2001
Santa Barbara Securities   1992 - 2000

Skills
Compliance, GIPS Compliance, Investment Advisory, Portfolio Management, Equities, Asset Allocation, Marketing, RIAs, Commercial Real Estate, Zephyr Style Advisor, RFP Generation, Securities, Thomson One Analytics, Morningstar, Compliance11

Education
Saint Mary's College of California   2015 — 2016
Master of Business Administration (MBA)

California State University-Sacramento   1985 — 1989
B.S., Business Administration

Ricky Platt, CFA Ricky Platt, CFA San Francisco, California Details
Ricky Platt, CFA's Insight Capital Research & Management Experience December 2013 - Present
Job Equity Analyst at Insight Capital Research & Management
Industry Financial Services
Experience
Insight Capital Research & Management   December 2013 - Present
Westhouse Securities   August 2010 - December 2013
Liberty International Asset Management   2005 - August 2010
Tokyo Mitsubishi Asset Management   2001 - 2004
Credit Suisse  January 2001 - October 2001
Painewebber  1999 - 2001

Skills
Financial Modeling, Valuation, Investments, Asset Managment, Fixed Income, Equities, Finance, Investment Banking, Corporate Finance, Financial Analysis, Equity Research, Mergers, Portfolio Management, Capital Markets, Entrepreneurship, Hedge Funds, Due Diligence, Private Equity, Risk Management, Bloomberg, Asset Management, Emerging Markets, Analysis, Trading, Strategy, Financial Services, Venture Capital, Mergers & Acquisitions, Derivatives, Securities, Financial Markets

Education
Cass Business School   2007 — 2009
Executive MBA

CFA Institute   2002 — 2004
Chartered Financial Analyst (CFA)

The UK Society of Investment Professionals (UKSIP)   2002 — 2002
Investment Management Certificate (IMC)

Financial Services Authority (FSA)   2001 — 2001
Futures and Options Representative

Financial Services Authority (FSA)   2000 — 2000
Securities Representative

University of Plymouth   1995 — 1999
BA (Hons), Business Studies - including placement year

Paeca Souther Paeca Souther Spokane, Washington Area Details
Paeca Souther's Insight Capital Research & Management Experience August 1995 - 2000
Job Associate Partnership Director at Deltak
Industry E-Learning
Experience
Deltak  December 2004 - Present
Deltak / Rasmussen Inc.   2004 - Present
Deltak edu, Rasmussen Inc.   2004 - Present
Eastern Washington University  2000 - 2004
Chiron Corporation  June 1999 - June 2000
Insight Capital Research & Management   August 1995 - 2000

Education
Eastern Washington University   2002 — 2004
BA Interdisciplinary Studies

Eastern Washington University   2002 — 2004

James Foran James Foran Brentwood, California Details
James Foran's Insight Capital Research & Management Experience 1995 - 2010
Job Controller
Industry Investment Management
Experience
Insight Capital Research & Management   1995 - 2010

Education
California State University-Sacramento   1990 — 1994
Business Administration, Accounting

Jim Babson, CFA Jim Babson, CFA Moraga, California Details
Jim Babson, CFA's Insight Capital Research & Management Experience August 1992 - April 1998
Job Managing Director at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Financial Services
Experience
O'Shaughnessy Asset Management, LLC (OSAM)   February 2014 - Present
Oak Ridge Investments  April 1998 - February 2014
Insight Capital Research & Management   August 1992 - April 1998
Fidelity Investments  April 1986 - April 1989

Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management

Education
Texas A&M University   1981 — 1985
Bachelor of Business Administration (BBA), Finance, General

The University of Dallas   1990 — 1992
Master of Business Administration (MBA), Corporate Finance

Erik Welke Erik Welke San Francisco Bay Area Details
Erik Welke's Insight Capital Research & Management Experience October 1993 - June 1995
Job Manager of Trade Support at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management  April 2007 - Present
MyVest  February 2003 - April 2007
RCM Global Investors   February 1997 - February 2003
Wells Fargo  June 1995 - January 1997
Insight Capital Research & Management   October 1993 - June 1995

Skills
Corporate Actions, Investments, Trading, Bloomberg, Hedge Funds, Equities, Back Office, Trading Systems, DTC, Fixed Income, Electronic Trading, Securities, Order Management, Charles River IMS, Market Data, Post-trade, Omgeo Oasys, Operations, Eagle Investment Systems

Education
University of California, San Diego
Bachelor of Arts (B.A.), Political Science & Economics

Golden Gate University
Graduate Certificate in Financial Planning (requirement for CFP examination)

Peter Gozelski Peter Gozelski San Francisco Bay Area Details
Peter Gozelski's Insight Capital Research & Management Experience August 1993 - July 2010
Job SVP, Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management  July 2010 - Present
Insight Capital Research & Management   August 1993 - July 2010

Skills
Options, Asset Management, Portfolio Management, Investments, Series 63, Microsoft Office, Financial Markets, Trading, Equities, Trading Systems, Equity Trading, Due Diligence, Derivatives, Electronic Trading, Hedge Funds, Research, Account Management, ETFs, Asset Allocation, Mutual Funds, Investment Advisory, Technical Analysis

Education
University of Nevada-Las Vegas   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Rob Engler Rob Engler Greater San Diego Area Details
Rob Engler's Insight Capital Research & Management Experience 1993 - 1998
Job IT Consultant and Infrastructure Troubleshooter, Principal at Engler Consulting
Industry Information Technology and Services
Experience
Engler Consulting   April 2008 - Present
Eplica, Inc.   May 2006 - April 2008
Eplica, Inc.   May 2001 - May 2006
The Eastridge Group of Staffing Companies  September 1998 - May 2001
Insight Capital Research & Management   1993 - 1998

Skills
Process Improvement, Cloud Computing, IT Strategy, Virtualization, Data Center

Education
University of Southern California   1988 — 1992
BSME, Mechanical Engineering

JSM BodyWork, Inc. JSM BodyWork, Inc. Greater San Diego Area Details
JSM BodyWork, Inc.'s Insight Capital Research & Management Experience 2001 - 2002
Job Specializes in Thai massage and Thai reflexology professionally done by Thai therapists trained in Thailand.
Industry Health, Wellness and Fitness
Experience
JSM BodyWork, Inc.   November 2002 - Present
Insight Capital Research & Management   2001 - 2002

Skills
Therapeutic Massage, Bodywork, Reflexology, Thai Massage, Stress, Neck Pain, Yoga, Stretching, Pain Management

Education
USD School of Business   1998 — 2000
Master of Business Administration (MBA), International Finance

UCSD   1987 — 1992
Bioengineering and Biomedical Engineering

Denise Chinn Denise Chinn San Francisco Bay Area Details
Denise Chinn's Insight Capital Research & Management Experience 1999 - 2003
Job Senior Manager, Human Resources at Energy Experts International
Industry Oil & Energy
Experience
Energy Experts International  September 2014 - February 2015
Designing Benefits, INC   June 2013 - July 2014
Berliner Cohen  July 2011 - December 2012
Filice Brown Eassa & McLeod LLP  April 2007 - January 2011
Farmers Insurance  March 2006 - April 2007
San Francisco Chronicle  December 2004 - November 2006
Insight Capital Research & Management   1999 - 2003

Skills
Employment Law, Employee Relations, Onboarding, Interviewing, Performance Management, Payroll, Hiring, Benefits Administration, Compensation, Employee Benefits, Workers Compensation, Benefits, Talent Acquisition, Labor Relations, Organizational..., Talent Management, Compliance, Conflict Resolution, HR Policies, Policy, Succession Planning, Coaching, Outlook, Excel, Mediation, Leadership Development, Microsoft Office, HR Consulting, Word, Mentoring, Recruitment/Retention, Administration, Employee Engagement, Payroll Processing, Contract Management, PowerPoint, FMLA, Customer Relations, Negotiation, Full-cycle Recruiting, Team Building, Customer Service, Contract Negotiation, Strategic Planning, Resume Writing, Workforce Planning, Budgeting, Change Management, HRIS, Recruiting

Education
California State Polytechnic University-Pomona   1991 — 1994
B.S.

Kerri Moretti Kerri Moretti San Francisco Bay Area Details
Kerri Moretti's Insight Capital Research & Management Experience June 2008 - April 2009
Job Executive Assistant
Industry Investment Banking
Experience
Headwaters MB  March 2012 - Present
Rutberg & Company  May 2009 - February 2012
Insight Capital Research & Management   June 2008 - April 2009
HomeAid Northern California   May 2006 - May 2008
Leisure Sports  2004 - 2008
Fragomen, Del Rey, Bernsen & Loewy   October 2001 - January 2003

Skills
Microsoft Office, PowerPoint, Project Management, Event Planning, Budgets, Social Media, Microsoft Word

Education
John F. Kennedy University   2003 — 2005
MA, Performance Psychology

University of Maryland College Park   1996 — 2000
BA, Psychology

West Morris Central   1992 — 1996

Scott Caulfield Scott Caulfield San Francisco, California Details
Scott Caulfield's Insight Capital Research & Management Experience February 2004 - January 2006
Job Managing Director, Policies & Controls, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management  March 2012 - Present
Charles Schwab Investment Advisory   January 2006 - March 2012
Insight Capital Research & Management   February 2004 - January 2006
Insight Capital Research & Management   October 2003 - February 2004
Kelmoore Investment Company  October 2001 - March 2003
Prudential Volpe Technology Group   March 2000 - June 2001

Skills
Investments, Mutual Funds, Asset Managment, Series 7, Alternative Investments, Equity Trading, Trade Compliance, Wrap Accounts, ETFs, RIAs, Portfolio Management, Investment Strategies, Asset Allocation, Investment Advisory, Securities, Trading, Investment Management, Wealth Management, FINRA, Hedge Funds, Fixed Income, Bloomberg, Trading Systems, Options, Asset Management, Equities, Series 63, Management, Financial Services

Education
University of Massachusetts, Amherst   1993 — 1996
Bachelor of Science

Boston College   1992 — 1993

Cushing Academy

Optionetics

Cindy Scritchfield Cindy Scritchfield San Francisco Bay Area Details
Cindy Scritchfield's Insight Capital Research & Management Experience March 2008 - September 2008
Job Executive Assistant at Children's Hospital & Research Center Oakland
Industry Financial Services
Experience
Children's Hospital & Research Center Oakland   June 2010 - Present
Douglas Environmental. Inc.   November 2009 - March 2010
Insight Capital Research & Management, Inc.   March 2008 - September 2008
Insight Capital Research & Management   March 2008 - September 2008
RE/MAX Accord  September 2004 - January 2008
Legacy Wealth Advisors   August 2003 - August 2004
Prudential Securities, Inc.   April 1984 - June 1996

Education
California State University-Long Beach   1978 — 1982
B.S., Business Administration - Finance

California State University-East Bay
Certificate, Human Resources Management

Dirk van Erp Dirk van Erp San Francisco Bay Area Details
Dirk van Erp's Insight Capital Research & Management Experience February 2008 - September 2009
Job Senior Vice President, Institutional Equity Sales at Maxim Group
Industry Financial Services
Experience
Maxim Group  October 2011 - Present
Duncan-Williams, Inc.   September 2009 - October 2011
Insight Capital Research & Management   February 2008 - September 2009
Janney Montgomery Scott  2005 - 2008
FTN Midwest Securities  2002 - 2006

Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales

Education
University of California, Davis   1998 — 2000
BS, Managerial Economics

Santa Rosa Junior College

Brian Germany Brian Germany San Francisco Bay Area Details
Brian Germany's Insight Capital Research & Management Experience September 2000 - September 2001
Job Investment Operations Professional
Industry Financial Services
Experience
DMK Enterprises, LLC., ICG Investment Consulting Group   July 2005 - March 2006
Investment Capital Advisors, ICG Financial, LLC   August 2003 - July 2005
Insight Capital Research & Management   September 2000 - September 2001

Education
University of California, Santa Barbara
Bachelor of Arts, College of Letters and Science, Political Science, German, Spanish

Carl Gabler Carl Gabler United States Details
Carl Gabler's Insight Capital Research & Management Experience July 2010 - Present
Job Head Trader at Insight Capital Research & Management
Industry Investment Management
Experience
Insight Capital Research & Management   July 2010 - Present
Insight Capital Research & Management   May 1997 - July 2010
Insight Capital Research & Management   September 1996 - May 1997
Insight Capital Research & Management   January 1996 - September 1996

Skills
Equities, Equity Trading, Investments, Asset Management, Bloomberg, Trading, Electronic Trading, Securities, Trading Systems, Trading Strategies, Separately Managed..., Trading System, Bloomberg Terminal, Technical Analysis, Traders, Buy-side, Capital Markets, Alternative Investments, Investment Advisory, Equity Research, ETFs, Investment Strategies, Portfolio Management

Education
University of California, Santa Barbara   1991 — 1995
BA, Business Economics

Cupertino High School   1988 — 1991

Ginger Lombardi Ginger Lombardi San Francisco Bay Area Details
Ginger Lombardi's Insight Capital Research & Management Experience January 1996 - August 2011
Job Portfolio Administrator at Leading Edge Investment Advisors
Industry Investment Management
Experience
Leading Edge Investment Advisors   August 2011 - Present
Insight Capital Research & Management   January 1996 - August 2011

Education
San Francisco State University   1991 — 1994
BS, Accounting