Institute for Private Investors
The Institute for Private Investors is a private membership organization that provides peer-to-peer networking and investor education for its members. The group is open to high-net-worth individuals, or families with minimum investable assets of US $30 million or more. Founded: 1991 Parent organization: Cogora Limited
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Institute for Private Investors Employees
Wetherby Asset Management January 2015 - Present
Wetherby Asset Management January 2013 - December 2014
Institute for Private Investors September 2010 - December 2012
UC Berkeley Mechanical Engineering Student Services Office August 2007 - December 2009
UC Berkeley August 2007 - December 2009
Skills
Data Analysis, Microsoft Excel, PowerPoint, Social Networking, Microsoft Office, Research, Google Docs, Outlook, CRM
Education
University of California, Berkeley
B.A., Economics
Federal Reserve Bank of New York January 2014 - Present
Central New York Regional Planning and Development Board February 2011 - September 2013
Rapid Response Monitoring January 2010 - January 2011
Institute for Private Investors November 2000 - November 2009
Appalachian Christian Village April 2000 - August 2000
Alliance Capital Management November 1998 - February 2000
JP Morgan Investment Management February 1998 - October 1998
JP Morgan & Company July 1997 - January 1998
Skills
Financial Modeling, Event Management, Administrative..., Strategic Planning, Public Speaking, Training, Event Planning, Negotiation, Management, Time Management, Human Resources
Education
Berkeley College 1995 — 1997
Associate of Arts (A.A.), Business Administration
Rutherford High School 1989 — 1993
Institute for Private Investors May 2015 - Present
McGraw-Hill Professional (US) February 2007 - February 2015
Macmillan/McGraw-Hill 2004 - 2006
Hylas Publishing 2002 - 2004
Aviation Week & Space Technology Magazine 2001 - 2002
Skills
Graphic Design, Adobe Creative Suite, Mac OS X, Publishing, Books, Illustration, Layout, Advertising, InDesign, Illustrator, QuarkXPress, Photoshop, Photography, Pre-press, Print Production, Book Design, Art Direction, Kicking Ass, Art, Logo Design, OS X, Publications, Multimedia, Typography, Digital Photography, Adobe Acrobat, Posters, Brochures, Catalogs, Editorial, Design
Education
New York University 2003 — 2003
B.F.A., Design
State University of New York at Purchase, NY 1998 — 2002
B.F.A. Fine Arts - Concentration in Design, Graphic Design, Painting
Glen Eagle Partners 2005 - Present
Institute for Private Investors January 2011 - Present
AMS Planning & Research August 2001 - September 2005
Skills
Hedge Funds, Private Equity, Venture Capital, Due Diligence, Real Estate, Family Office, Investor Relations, Investor Reporting, Investor Education, Investment Portfolio, Intergenerational..., Equity Capital Markets, Behavioral Finance, Alternative Investments
Education
Yale University 1999 — 2001
Master of Business Administration (M.B.A.), Strategy and Organizational Behavior
Swarthmore College 1992 — 1996
Bachelor's Degree, Religion/Religious Studies
PixElation! LLC 2011 - Present
Institute for Private Investors 2012 - 2013
Independent Contractor 1997 - 2012
Lexmark 1991 - 1997
One Moment in Time 1990 - 1993
IBM 1979 - 1991
Bank of America 1976 - 1979
Arthur Andersen & Co. 1975 - 1976
Education
Purdue University 1971 — 1975
Bachelor of Science; Krannert School of Mangement, General Business Administration and Management
Academy of Art University 2011 — 2011
Digital Photography; Photoshop
Booz Allen Hamilton 2015 - Present
AOL 2013 - 2015
MorganFranklin Consulting 2011 - 2013
PricewaterhouseCoopers 2010 - 2011
PricewaterhouseCoopers 2007 - 2009
Institute for Private Investors May 2006 - August 2006
Skills
Project Management, Enterprise Risk..., Business Process..., Management Consulting, SAP Security, Sarbanes-Oxley Act, Instructor-led Training, Information Assurance, Segregation of Duties, Security, Program Management, Business Process, SAP Implementation, Governance, Information Technology, SDLC, Management, ERP, Consulting, Analysis
Education
University of Pennsylvania 2003 — 2007
BSE, Electrical and Systems Engineering
Rooney & Associates January 2015 - Present
CFA Institute October 2009 - January 2015
Freelance April 2008 - November 2009
Institute for Private Investors August 2007 - April 2009
Institutional Investor magazine September 2006 - August 2007
Rodale March 2006 - August 2006
HNW, Inc. July 2003 - March 2006
Sandow Media (previously Worth Media LLC) February 2000 - April 2003
Time Inc. 1998 - August 1999
Skills
Social Media, Editorial, Blogging, Editing, Strategic Planning, Content Management, Product Development, Digital Media, Social Networking, Publishing, Mobile Applications, Content Strategy, Digital Strategy, Copy Editing, Copywriting, Publications, Nonprofits, Investments, Marketing, Strategy, Integrated Marketing, New Media, Facebook, Newsletters, Online Publishing, Feature Articles, Magazines, Multimedia, Online Marketing, Strategic Communications, Corporate Communications
Education
Columbia University - School of International and Public Affairs 1996 — 1998
Master's Degree, International Affairs
Université Paris-Sorbonne 1995 — 1996
Diplôme, études de civilisation française
University of Virginia 1990 — 1993
B.A., Government, minor in French Language & Litterature
Carlynton 1985 — 1989
High School Diploma
The Boston Consulting Group September 2011 - August 2014
Institute for Private Investors May 2010 - August 2010
Wildheart Films July 2009 - December 2009
Duane Morris LLP June 2008 - August 2008
Skills
Strategic Consulting, Business Modeling, Business Development, CHAID, Emerging Markets, Analytics, Millennials, R&D Planning, New Product Release
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior (Neuroscience, Biology, Psychology), Marketing/Consumer Psychology
University of New South Wales 2009 — 2009
Study Abroad Student
Institute for Private Investors April 2012 - October 2012
Spintelligent October 2011 - April 2012
SourceMedia December 2008 - September 2011
Energetic Communications June 2007 - December 2008
Richmond Events February 2004 - June 2007
American Media March 2003 - February 2004
Manhattan Center Studios April 1996 - March 2003
Venture Productions February 1995 - March 1996
Post Edge April 1993 - February 1995
Rite Aid Corporation May 1992 - March 1993
Skills
Event Planning, Event Management, Live Events, Public Speaking, P&L Accountability, Electronic Marketing, Staff Management, Marketing, Marketing Strategy, Social Media, Marketing Communications, New Business Development, Strategic Planning, Social Media Marketing, Account Management, Advertising, Management, Sales, Media Relations, Editing, Sponsorship, Leadership, Corporate Communications, Start-ups, Budgets, Digital Media, Copywriting, Trade Shows, Integrated Marketing, Business Development, Strategy, Project Planning, Lead Generation, Video, Strategic Partnerships, Online Marketing, B2B, Public Relations, Social Networking, Television, Program Management, Publishing, Email Marketing, Direct Marketing, Digital Marketing, Content Strategy, Online Advertising, Digital Strategy, Conference Programming, Speaker Acquisition
Education
Elizabethtown College
BA, Communications
Independent Consultant May 2014 - June 2014
Independent Private Sector Development Expert January 2014 - March 2014
OTF Group 2004 - 2008
Institute for Private Investors 2002 - 2003
Nicholson International 1998 - 2000
Korean conglomerate and media companies 1994 - 1997
Skills
International..., Strategic Planning, Market Entry, Project Management, Value Chain Analysis, Emerging Markets, Private Sector..., Sub-Saharan Africa, Caribbean
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Operations + International Finance
McGill University 1990 — 1993
Bachelor of Arts (BA), Anthropology and International Development
9/11 Memorial and Museum August 2011 - June 2015
StoryCorps October 2008 - August 2011
Empire Valuation Consultants, LLC May 2006 - May 2008
Institute for Private Investors September 2004 - April 2006
American Red Cross in Greater New York March 2002 - April 2003
Cushman & Wakefield February 1997 - March 2002
Skills
Research, Nonprofits, Macintosh Applications, Microsoft Office, Museums, Social Media, Public Speaking, Supervisory Skills, Macintosh hardware, Training, Assisting Executives, Coaching Staff, Galaxy Ticketing, Mentoring, Human Resources, Directing Teams, Reception Areas, Customer Service..., Team Leadership, Social Media Marketing, Digital Media, Video Editing, Community Outreach, Budgets, Event Management, Coaching, Teaching, Microsoft Excel
Education
Thomas More Prep - Marion High
University of Kansas
Communication
RosieApp October 2012 - Present
G2FinTech November 2011 - Present
GFT Technologies AG October 2011 - December 2011
Avenue Capital Group 2008 - December 2011
G2 Systems LLC January 2011 - October 2011
G2 Systems LLC January 2009 - December 2010
G2 Systems LLC November 2007 - December 2008
Columbia University February 2006 - August 2006
Institute for Private Investors June 2004 - July 2004
Skills
Fixed Income, Hedge Funds, Technology Start-up, Consulting, Databases, Advent, Alternative Investments, Java, Equity Derivatives, SQL, Python, Asset Management, Portfolio Management, Bloomberg, Credit Derivatives, VBA, Equities, Derivatives, Electronic Trading
Education
Columbia University in the City of New York 2002 — 2007
B.A., B.S., Astrophysics, Mechanical Engineering
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2006
Summer Program, Tuck Business Bridge Program
The Endicott Group June 2013 - Present
Macquarie Capital (USA) August 2010 - May 2013
Standard Chartered Bank May 2009 - August 2009
Institute for Private Investors May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, M&A experience, Microsoft Office, CFA Level III Candidate
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc Economics, Finance, Minor in East Asian Languages and Civilization
Barnegat Fund Management June 2009 - Present
The Wharton School September 2008 - May 2009
Institute for Private Investors July 2007 - August 2007
Skills
Portfolio Management, Risk Management, Fixed Income Trading, Interest Rate..., FX trading, Hedge Funds, Asset Management, Arbitrage, Bonds, Bloomberg, Trading, Fixed Income, Relative Value, Derivatives, FX, Swaps, Corporate Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance, Management, Decision Processes
University of Pennsylvania 2005 — 2009
BS
Colegio Internacional de Carabobo 1992 — 2005
Institute for Private Investors June 2011 - Present
USS Hornet Museum 2007 - 2010
Oakland Aviation Museum 2005 - 2007
San Francisco Maritime Park Association 2000 - 2004
Groove Unit 1995 - 2000
Western Athletic Clubs, Inc. 1987 - 1989
Skills
Investment Advisory, Investment Management, Equities, Asset Management, Leadership, Alternative Investments, Hedge Funds, Investments, Private Equity, Portfolio Management, Entrepreneurship, Wealth Management, Strategic Planning, Leadership Development, Due Diligence, Nonprofits, Philanthropy, Public Speaking, Fundraising, Asset Allocation
Education
Muskingum College 1982 — 1986
Bachelor of the Arts, Speech Communication