Inverness Counsel LLC

Description

Address: 845 3rd Ave #801, New York, NY 10022 Phone: (212) 207-2100Website: : Place name: Hours: : : : : : Category: Website: http://invernesscounsel.com/ Category: Financial Planner 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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Inverness Counsel Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Inverness Counsel LLC Employees

Employee
Years
Job
Industry
Joseph Shea Joseph Shea Greater New York City Area Details
Joseph Shea's Inverness Counsel LLC Experience February 2014 - Present
Job Compliance/Analysis driven finance professional
Industry Financial Services
Experience
Inverness Counsel LLC   February 2014 - Present
J.D. Nicholas & Associates   June 2010 - February 2014

Skills
Options Strategies, Option Valuation, Financial Services, Financial Markets, Computer Proficiency, Microsoft Excel, SPSS, Minitab, Microsoft Office, Employee Management, Employee Training, Trading Strategies, Trading, Stock Market, Strategy, Securities, Options, FINRA, Series 7, Series 63, Bloomberg, Derivatives, Equity Trading, Series 24, ETFs, Investment Strategies, Quantitative Finance, Arbitrage

Education
New York University, Stern School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance, General

Stonehill College   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Jacob-Wayne Clark Jacob-Wayne Clark New York, New York Details
Jacob-Wayne Clark's Inverness Counsel LLC Experience
Job Real Estate, Actor, Model, Bartender
Industry Real Estate
Experience
Inverness Counsel LLC  

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Outlook, Research

Education
New York Real Estate Institute   2014 — 2014

Baker College of Flint   2002 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Vincent Capozzi Vincent Capozzi Greater New York City Area Details
Vincent Capozzi's Inverness Counsel LLC Experience December 2011 - September 2015
Job Database Engineer at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management  October 2015 - Present
Inverness Counsel LLC   December 2011 - September 2015
3i Infotech Framework Limited   November 2010 - November 2011
Swiss Re  April 2009 - October 2010
M.D. Sass   April 2007 - March 2009
Navigant Consulting  2003 - 2007

Skills
SQL, SSRS, Access, Business Intelligence, Visual Studio, VBA, Access Database, Data Analysis, Equities, Business Analysis, Relational Databases, Microsoft SQL Server, Data Architecture, INData, Account Reconciliation, Databases, ETL, SSIS, Derivatives, SDLC, Data Mining, Microsoft Excel, Database Design, Integration, Financial Reporting, Process Engineering, Process Improvement, General Ledger, Analytics, Microsoft Access, OLAP, Ad Hoc Reporting, Process Automation, Automatic..., Report Writing, Bloomberg Terminal, HTML 5, CSS, HTML, Back Office, IT Operations, jQuery, OLTP, PHP, Python, T-SQL, Business Process..., Software Implementation, C#, .NET

Education
Lehigh University - College of Business and Economics   1999 — 2003
B.S., Finance

R. Clayton Tompkins R. Clayton Tompkins New York, New York Details
R. Clayton Tompkins's Inverness Counsel LLC Experience September 2014 - Present
Job Business Development Manager at Inverness Counsel LLC
Industry Investment Management
Experience
Inverness Counsel LLC   September 2014 - Present
New York Stock Exchange  January 1991 - January 2007
New York Futures Exchange   January 1982 - January 1991
Fahnestock & Co  January 1979 - January 1980
Dean Witter Reynolds & Co   January 1975 - January 1979

Skills
Investment Management

Education
University of Virginia   1970 — 1974
Bachelor's degree

Deerfield Academy

Christopher Guarino Christopher Guarino Greater New York City Area Details
Christopher Guarino's Inverness Counsel LLC Experience December 2011 - April 2015
Job
Industry Investment Management
Experience
BNY Mellon  May 2015 - Present
Inverness Counsel LLC   December 2011 - April 2015
Merrill Lynch  March 2010 - December 2011
HSBC Retail Banking and Wealth Management  July 2008 - November 2009
TD  July 2006 - July 2008
Washington Mutual Bank  May 2004 - May 2006

Skills
Middle Office, Equities, Settlements, Wealth Management, Securities, Reconciliation, Back Office, Options, Bonds, Bloomberg, Mutual Funds, Banking, Front Office, Manage Client..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Office, Microsoft Powerpoint

Education
Fordham University   2006 — 2010
Bachelor of Science (B.S.), Finance & Economics

Serena Laughlin Serena Laughlin Greater New York City Area Details
Serena Laughlin's Inverness Counsel LLC Experience May 2012 - April 2013
Job Compliance Consultant at Liquidnet
Industry Financial Services
Experience
Liquidnet  April 2013 - August 2014
Inverness Counsel LLC   May 2012 - April 2013
Lincolnshire Management  June 2011 - July 2011
Inverness Counsel LLC   May 2010 - August 2010
Inverness Counsel LLC   May 2009 - August 2009
Inverness Counsel LLC   May 2008 - August 2008

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, HTML, Public Speaking, Editing, Negotiation, Public Relations, Analysis, Training, Management

Education
Roanoke College   2008 — 2012
Bachelor of Science (BS), Economics

Brooks School   2004 — 2008

The Brearley School   1995 — 2004

Matthew Warner Matthew Warner Greater New York City Area Details
Matthew Warner's Inverness Counsel LLC Experience March 2010 - December 2011
Job Senior Consultant / Investment Management Professional
Industry Investment Management
Experience
BNY Mellon  October 2012 - Present
MacKay Shields  August 2012 - October 2012
Swapclear, LCH Clearnet   January 2012 - July 2012
Inverness Counsel LLC   March 2010 - December 2011
KBW  January 2009 - March 2010
Broadridge  November 2008 - December 2008
Macquarie Bank  April 2008 - October 2008
U.S. Trust   June 2003 - April 2008
U.S. Trust Co. NA   June 2001 - June 2003
U.S. Trust Co. NA   March 2000 - June 2001

Skills
Wealth Management, Process Improvement, Equities, Asset Management, Bloomberg, Trading Systems, Risk Management, Compliance, Capital Markets, Vendor Management, Banking, Business Analysis, Derivatives, Portfolio Management, Financial Analysis, Financial Markets, Due Diligence, Change Management, Management Consulting, Requirements Gathering, Fit/Gap Analysis, Factset, Project Planning, Project Reporting, UI testing, Business Requirements, Alternative Investments, Business Strategy, Mentoring, MS Project, Process Mapping, Workflow, Workflow Analysis, System Requirements, Test Planning, User Acceptance Testing, System Testing, Visio, Thomson One, MS Office Suite, Vendor Relations, Murex, Treasury Services, Asset Managment, Microsoft Office, Strategy, Mutual Funds, Project Management, Fixed Income, Investments

Education
Sacred Heart University   1991 — 1994
MBA, Finance

Sacred Heart University   1984 — 1987
BS, Finance and Business Administration

Lauren Gai Lauren Gai Greater New York City Area Details
Lauren Gai's Inverness Counsel LLC Experience April 2015 - Present
Job Vice President, Wealth Management at Inverness Counsel LLC
Industry Financial Services
Experience
Inverness Counsel LLC   April 2015 - Present
Rockefeller & Co., Inc.   September 2012 - April 2015
Rockit Solutions LLC  October 2010 - September 2012
Rockit Solutions, LLC  May 2009 - April 2011
Rockit Solutions, LLC  July 2008 - April 2011
Rockit Solutions, LLC  July 2007 - June 2008
Rockit Solutions, LLC  January 2006 - June 2007
Other  August 2004 - August 2005

Skills
Business Analysis, Client Service, Project Management, Sales Support, Employee Management, Relationship Management

Education
Marist College   2001 — 2005
Bachelor of Science, Finance, 3.89

Macquarie University   2004 — 2004

Other Programs and Certifications

Jeanne Leon (Jacob) Jeanne Leon (Jacob) Greater New York City Area Details
Jeanne Leon (Jacob)'s Inverness Counsel LLC Experience July 2008 - February 2014
Job Deutsche Bank Global Transaction Banking
Industry Financial Services
Experience
Deutsche Bank  February 2014 - Present
Inverness Counsel LLC   July 2008 - February 2014
JP Morgan Chase  October 2007 - July 2008
Optical Express   June 2006 - October 2007
Lord & Taylor  October 2005 - June 2006
Tristate Auction   June 2004 - May 2005
Total Remodeling   April 2004 - August 2004

Skills
PowerPoint, Equities, Finance, Microsoft Excel, Bloomberg, Spreadsheets, Sales, Microsoft Word, Banking, Time Management, Financial Analysis, Data Entry, Customer Service, Outlook, Access, Hedge Funds, Business Analysis, Alternative Investments, Social Networking

Education
City University of New York-Baruch College - Zicklin School of Business   2009 — 2012
Bachelor's, Finance, Graduated

Lauren Witkewicz Lauren Witkewicz Greater New York City Area Details
Lauren Witkewicz's Inverness Counsel LLC Experience March 2011 - June 2012
Job Marketing Associate at BlackRock
Industry Investment Management
Experience
BlackRock  February 2013 - Present
BlackRock  July 2012 - January 2013
Inverness Counsel LLC   March 2011 - June 2012
Collinsville Baking Company   July 2007 - January 2011
Brickley for Congress   July 2010 - November 2010
Student Health Services  August 2009 - May 2010
Marnemoende Harbor   June 2008 - July 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Outlook, ArcGIS, Recon, Indata, QuickBooks, Quicken, Analysis, Invoicing

Education
University of Connecticut   2006 — 2010
B.A., Geography, cum laude

University of Connecticut
Bachelor of Arts, Geography

Bruce Bodinger Bruce Bodinger Greater New York City Area Details
Bruce Bodinger's Inverness Counsel LLC Experience 2007 - Present
Job Controller at Inverness Counsel, LLC
Industry Financial Services
Experience
Inverness Counsel, LLC  2007 - Present
Schneider Mills, Inc.   1988 - 2006

Skills
Microsoft Dynamics, Excel, Word, Outlook

Education
Brooklyn College
Bachelor of Science (BS), Accounting, Summa Cum Laude

Robert Maddock Robert Maddock New York, New York Details
Robert Maddock's Inverness Counsel LLC Experience June 1994 - Present
Job Sr Vice President at Inverness Counsel LLC
Industry Investment Management
Experience
Inverness Counsel LLC   June 1994 - Present

Skills
Asset Management

Education
NYU   1988 — 1992
Master of Business Administration (MBA), Mgt

University of Utah   1982 — 1985
Bachelor's degree, Finance, General

RHSM   1974 — 1980
High School

Michael Crill Michael Crill United States Details
Michael Crill's Inverness Counsel LLC Experience March 2008 - Present
Job Vice President/ Head Trader at Inverness Counsel LLC
Industry
Experience
Inverness Counsel LLC   March 2008 - Present
David J Greene Inc   2003 - 2008
Brown Brothers Harriman  1993 - 2003

Skills
Banking, Securities, Hedge Funds, Equities, Bloomberg, Asset Management, Series 7, Equity Trading, Middle Office, Fixed Income, Options, Derivatives, Portfolio Management, Electronic Trading, Bonds, Trading Systems, Trading, Alternative Investments

Education
SUNY Plattsburgh   1979 — 1983
Bachelor of Science (BS), Accounting