Inverness Graham Investments

Industry: Company

Description

Founded: 1996

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Inverness Graham Investments Employees

Employee
Years
Job
Industry
Kathy Jacoby Kathy Jacoby Greater Philadelphia Area Details
Kathy Jacoby's Inverness Graham Investments Experience 2006 - 2009
Job Executive Director at Horizons at Episcopal Academy
Industry Nonprofit Organization Management
Experience
Horizons at Episcopal Academy   November 2014 - Present
KJ Communications LLC   March 2012 - November 2014
Inverness Graham Investments   2006 - 2009
Internet Capital Group  1999 - 2001
Comcast Corporation  1993 - 1996
PNC Bank  1988 - 1993

Skills
Due Diligence, Private Equity, Investor Relations, Marketing, Venture Capital, Public Relations

Education
Franklin & Marshall College   1984 — 1988
B.A., Government

Kristen Warden Kristen Warden Greater New York City Area Details
Kristen Warden's Inverness Graham Investments Experience June 2006 - August 2006
Job Marketing Manager at NYC & Company
Industry Leisure, Travel & Tourism
Experience
NYC & Company  November 2013 - Present
NYC & Company  June 2013 - August 2013
Ovation Travel  February 2013 - May 2013
Morgans Hotel Group  June 2012 - December 2012
Excursionist LLC   April 2012 - May 2012
The Bay & Paul Foundations   2009 - 2011
Sotheby's, Inc   June 2007 - August 2007
Keno Auctions  January 2007 - February 2007
Inverness Graham Investments   June 2006 - August 2006

Skills
Microsoft Office, InDesign, Marketing Strategy, Social Media, Event Management, Event Planning, Blogging, Research, Writing, Editing, Facebook, Twitter, Instagram, Rafflecopter, Blogs, Customer Relations, Consensus Building, Database Administration, MicroEdge, Gmail, Tourism, Hospitality, Social Media Marketing, Customer Service, SEO, Management

Education
New York University   2012 — 2013
Master of Science (M.S.), Tourism and Travel Services Management, GPA 3.7

Colby College   2004 — 2008
Bachelor of Arts (B.A.), Dual Degree: History and Art History, GPA 3.4

IES Abroad   2006 — 2006
London (Semester Abroad), Liberal Arts

The Baldwin School   1990 — 2004
High School Diploma, K-12

Liam Mulhern Liam Mulhern Greater Philadelphia Area Details
Liam Mulhern's Inverness Graham Investments Experience June 2014 - Present
Job Analyst at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   June 2014 - Present
Inverness Graham Investments   June 2013 - August 2013

Skills
Microsoft Office, Research, PowerPoint, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word

Education
Middlebury College   2010 — 2014
Bachelor's Degree

Burke Mountain Academy   2005 — 2009

Christopher Frystock Christopher Frystock Greater Philadelphia Area Details
Christopher Frystock's Inverness Graham Investments Experience September 2014 - Present
Job Senior Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   September 2014 - Present
Inverness Graham Investments   March 2013 - September 2014
Inverness Graham Investments   May 2011 - March 2013
Boenning & Scattergood, Inc.   May 2010 - April 2011
Saint Joseph's University  August 2009 - May 2010
Boenning & Scattergood, Inc.   June 2009 - May 2010
UBS  June 2007 - August 2007

Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Financial Analysis, LBO, Buyouts, Private Equity

Education
Saint Joseph's University - Erivan K. Haub School of Business   2008 — 2010
MS, Financial Services

Saint Joseph's University   2004 — 2008
BS in Business Administration, Finance, Economics

The Ranney School   2000 — 2004

Sean Dougherty Sean Dougherty Newtown Square, Pennsylvania Details
Sean Dougherty's Inverness Graham Investments Experience March 2014 - Present
Job Associate at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   March 2014 - Present
FBR  October 2013 - March 2014
UBS  2011 - 2013
Stifel Financial Corp.  2009 - 2011

Skills
Bloomberg, Hedge Funds, Equities, Capital Markets, Valuation, Financial Modeling, Investment Banking, Equity Research, Private Equity, Financial Analysis, Portfolio Management, Alternative Investments, Series 7, Investments, Securities, Business Development

Education
University of Notre Dame   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance

Malvern Prep   2000 — 2004

Rick Starrels Rick Starrels New York, New York Details
Rick Starrels's Inverness Graham Investments Experience January 2014 - January 2015
Job Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners  February 2015 - Present
Inverness Graham Investments   January 2014 - January 2015
UBS Financial Sponsors and Leveraged Finance Group   2012 - 2014
UBS  June 2011 - August 2011
General Algebraic Modeling System (GAMS) Development Corporation   May 2010 - August 2010
The Wharton School  July 2009 - August 2009
Wheaton Volunteer Rescue Squad  September 2006 - February 2008
Merrill Lynch Investment Managers  June 2007 - August 2007

Skills
Analysis, Due Diligence, Finance, Optimization, Restructuring, Microsoft Office, Equities, Financial Modeling, Investment Banking, Data Analysis, Bloomberg

Education
University of Pennsylvania   2008 — 2012
BSE, Finance, Statistics

Edmund Burke School   2004 — 2008
HS

Josh Kleinjan Josh Kleinjan Greater Philadelphia Area Details
Josh Kleinjan's Inverness Graham Investments Experience 2014 - 2015
Job Independent Consultant
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   2014 - 2015
Castlegate Capital Advisors LLC   2013 - 2014
Alvarez & Marsal  2012 - 2013
PricewaterhouseCoopers  2010 - 2012

Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Accounting & Finance

Christopher Covey Christopher Covey Newtown Square, Pennsylvania Details
Christopher Covey's Inverness Graham Investments Experience September 2008 - September 2010
Job Director SAP Private Equity
Industry Computer Software
Experience
SAP  October 2010 - Present
Inverness Graham Investments   September 2008 - September 2010
Graham Partners  2006 - 2008

Skills
Private Equity, Venture Capital, SAP, Mergers & Acquisitions, Financial Modeling, Strategy, Start-ups, Due Diligence, Corporate Finance, Business Strategy, Management Consulting, Business Development, Investment Banking, Strategic Partnerships, Corporate Development, Valuation, Financial Analysis, Entrepreneurship, Business Planning, New Business Development, Business Transformation, Strategic Planning, Acquisition Integration, Executive Management, Enterprise Software, Analytics, Business Intelligence, SaaS, Go-to-market Strategy

Education
Leopold-Franzens Universität Innsbruck
Master's degree, Int. Economics and Business Administration

Rijksuniversiteit Groningen / University of Groningen

Colin Gleason, CFA Colin Gleason, CFA Greater Philadelphia Area Details
Colin Gleason, CFA's Inverness Graham Investments Experience May 2014 - Present
Job Senior Analyst at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   May 2014 - Present
Phoenix Management Services / Phoenix Capital Resources   March 2013 - May 2014
PNC Financial Services Group  February 2010 - March 2013
PNC Financial Services Group  February 2009 - February 2010

Skills
Banking, Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Series 7, Financial Analysis, Portfolio Management, Corporate Credit, Risk Management, Asset Allocation, Treasury Management, Series 63, Credit Risk, Debt, Asset Based Lending, Capital Raising, Turn Around Management, Management Consulting, Private Equity, Financial Modeling

Education
Penn State University   2004 — 2008
BS, Accounting

Mt. Lebanon High School   2000 — 2004

Aliya Khaydarova Aliya Khaydarova Greater Denver Area Details
Aliya Khaydarova's Inverness Graham Investments Experience February 2008 - Present
Job Vice President at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   February 2008 - Present
Danville Materials  December 2013 - Present
DataSource Inc  July 2012 - Present
RACO Wireless  September 2012 - November 2014
Mufson Howe Hunter & Co.   March 2005 - February 2008
Susquehanna International Group  March 2004 - September 2004
Radio Free Europe/ Radio Liberty   July 2002 - August 2002
U.S. Department of Commerce   June 2000 - September 2000

Skills
Mergers, Due Diligence, Industry Analysis, Private Placements, Recapitalizations, Financial Modeling, Budgeting, Financial Analysis, Buyouts, Deal Sourcing, Deal Execution, Mergers & Acquisitions, Investment Banking, Project Management, Budgets, Strategy, Private Equity, Valuation, Data Analysis, New Business Development, Strategic Planning, Competitive Analysis, Analytics, Process Improvement, Process Optimization, Critical Thinking, Big Picture View, Operations Management, Investments, Management

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Drexel University   2003 — 2005
B.S.B.A., Finance and International Business; summa cum laude

Georgetown University   2002 — 2002
Summer School, American Institute on Political and Economic Systems

Courtney Comer Courtney Comer Greater Philadelphia Area Details
Courtney Comer's Inverness Graham Investments Experience April 2009 - Present
Job Director of Investor Relations at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   April 2009 - Present
Graham Partners  September 2006 - April 2009
Five Below  September 2004 - September 2006

Education
Saint Joseph's University   1999 — 2003
Bachelor of Science (BS), Food Marketing

Timothy McQuilkin Timothy McQuilkin Greater Philadelphia Area Details
Timothy McQuilkin's Inverness Graham Investments Experience December 2007 - January 2009
Job Business Analyst at Day & Zimmermann
Industry Marketing and Advertising
Experience
Day & Zimmermann  August 2015 - Present
Yoh, A Day & Zimmermann Company   May 2012 - August 2015
Altus Spine  February 2012 - April 2012
SAP  November 2010 - September 2011
Inverness Graham Investments   December 2007 - January 2009

Skills
Marketing, New Business Development, Photoshop, Microsoft Office, Social Media, Market Research, Account Management, PowerPoint

Education
St. Joseph's University - Erivan K. Haub School of Business   2009 — 2011
MBA

Saint Joseph's University   2002 — 2006
BS, Marketing

MHS

Michael B. Morrissey Michael B. Morrissey Newtown Square, Pennsylvania Details
Michael B. Morrissey's Inverness Graham Investments Experience November 2004 - Present
Job Managing Principal at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   November 2004 - Present
Audax Group  January 2003 - September 2004
Bain & Company  August 2000 - December 2002
The IVY Group  January 1992 - August 1998

Skills
Business Development, Private Equity, Venture Capital, Management, Valuation, Due Diligence, Mergers & Acquisitions, Financial Modeling, LBO, Investment Banking, Corporate Finance, Private Placements, Financial Analysis, Corporate Development, Alternative Investments

Education
University of Pennsylvania - The Wharton School   1998 — 2000
Master of Business Administration (MBA), Finance, General

University of Pennsylvania   1985 — 1989
Bachelor of Arts (BA), Economics

Bill Ellerkamp Bill Ellerkamp Greater Boston Area Details
Bill Ellerkamp's Inverness Graham Investments Experience August 2009 - Present
Job Executive Vice President at Bemis Associates
Industry Medical Devices
Experience
Bemis Associates  November 2009 - Present
Inverness Graham Investments   August 2009 - Present
ExtruMed LLC   November 2006 - August 2009
Bemis Associates  2004 - 2007
Ranier Technology Limited   February 2005 - November 2006
MedSource Technologies  June 2000 - September 2004
Teleflex Medical OEM  December 1996 - March 2000

Skills
Start-ups, Medical Devices, Plastics, Product Development, Manufacturing, Strategic Planning, Leadership, Market Development, Strategy, Commercialization, R&D, Product Launch, Marketing, P&L Management, CRM, Cross-functional Team..., Product Management, Marketing Strategy, Six Sigma, New Business Development, Venture Capital, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Lean Manufacturing, Competitive Analysis, FDA, Management

Education
London Business School   1987 — 1990
MBA

Colgate University   1977 — 1981
Bachelor of Arts (BA), International Relations/Economics

Lauren Rutkowski Lauren Rutkowski Philadelphia, Pennsylvania Details
Lauren Rutkowski's Inverness Graham Investments Experience May 2008 - August 2008
Job Manager at MorganFranklin Consulting
Industry Financial Services
Experience
MorganFranklin Consulting  October 2012 - Present
IBM Global Services  August 2009 - October 2012
Inverness Graham Investments   May 2008 - August 2008
Merrill Lynch  January 2008 - May 2008

Skills
Risk Management, NetSuite, VBA, Procure-to-Pay, Record to Report, Financial Analysis, Financial Accounting, Analysis, Portfolio Management, Mergers & Acquisitions, Valuation, Due Diligence, Managerial Finance, Financial Services, Business Process..., Business Analysis, Management Consulting, Consulting, Leadership

Education
Loyola College in Maryland
Bachelor of Business Administration (BBA), Economics

University College Cork
Bachelor of Business Administration (BBA), Economics

Nikhil Harsh Nikhil Harsh Hanover, New Hampshire Details
Nikhil Harsh's Inverness Graham Investments Experience January 2014 - July 2014
Job MBA Candidate at Tuck School of Business at Dartmouth College
Industry Venture Capital & Private Equity
Experience
Tuck School of Business at Dartmouth College  September 2014 - Present
Inverness Graham Investments   January 2014 - July 2014
Inverness Graham Investments   January 2012 - December 2013
Wells Fargo  2010 - 2011
BANK OF AMERICA  2010 - 2010
Bank of America  2009 - 2010
Bank of America  June 2008 - June 2009

Skills
Financial Modeling, Private Equity, Financial Analysis, Credit Analysis, Investment Banking, LBO, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Due Diligence, Corporate Finance, Investments, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Venture Capital

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2016
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   2004 — 2008
Bachelor of Science, Business Administration

Choate Rosemary Hall   2000 — 2004
Highschool

Scott Kehoe Scott Kehoe Greater Boston Area Details
Scott Kehoe's Inverness Graham Investments Experience 1998 - Present
Job Managing Principal at Inverness Graham Investments
Industry Venture Capital & Private Equity
Experience
Inverness Graham Investments   1998 - Present

Education
Northwestern University - Kellogg School of Management   1991 — 1993
Master of Business Administration (MBA), Marketing

Dartmouth College   1981 — 1985
Bachelor of Arts (BA), Political Science and Government

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